CABSYS

Introduction Guide

simplifies the future...

Introduction Guide

by Ementor ASA
This publication was created using Doc-To-Help® , from WexTech Systems, Inc.

Copyright 1993 - 2001 Ementor ASA.

CABSYS and its modules are developed on a Microsoft Windows ® user interface. The system is implemented
using Oracle ® Relational Data Base Management System (RDBMS) as the archiving tool.

Windows is a trademark of Microsoft Corporation.

Oracle is a registered trademark of Oracle Corporation.

Information in this document is subject to change without notice and does not represent a commitment on the
part of Ementor ASA. Companies, names and data used in examples herein are fictitious. No part of this
document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of Ementor ASA.

Document version: 1.0

Software version: 6.5

Pilestredet 27
Po. Box 6824, St. Olavs plass
N-0130 OSLO, NORWAY
Tlf. + 47 23 15 75 00
Fax. +47 23 15 75 01
Support:
Phone: +47 95 06 12 12
E-mail: [email protected]
http://www.ementor.no/
Contents
Preface 1
About this Guide ........................................................................................................................1
Audience......................................................................................................................................1
Conventions used in this Guide ...............................................................................................2
Comments are welcome ............................................................................................................2

Introduction 3
What is CABSYS and what can it do? ...................................................................................3
CABSYS work sequence (Main activities). ..........................................................................4

Getting started 6
Starting the CABSYS application ...........................................................................................6
Navigating ...................................................................................................................................8
How to Activate Menus ..........................................................................................12
How to Add New Data Records ............................................................................12
How to Delete Data Records..................................................................................12

How to do tasks 13
CABSYS Abstract....................................................................................................................13
Project codes module ...............................................................................................................14
How to enter Cable Segregation Levels ...............................................................14
How to enter Area Codes........................................................................................15
Equipment module ...................................................................................................................16
How to define Equipment Numbers / Equipment maintenance.......................16
Cable module ............................................................................................................................18
Work sequence for defining a cable ......................................................................18
How to enter Cable Types ......................................................................................20

Introduction Guide Contents • i

 How to register a cable ............................................................................................23
Network module .......................................................................................................................25
How to register a segment.......................................................................................25
Routing module.........................................................................................................................28
How to route a cable ................................................................................................28
Cable Termination....................................................................................................................31
How to terminate a cable .........................................................................................31
The Connection Register.........................................................................................36
How to terminate a batch of cables .......................................................................37
How to terminate a batch of flying leads..............................................................39
Report Ordering ........................................................................................................................41
Standard Reports.......................................................................................................41
Administration of Report Revisions......................................................................42
Printing Revision Marks..........................................................................................45
CABSYS Standard Reports ....................................................................................................46
How to make a Cable Schedule .............................................................................47
How to make a Pulling Slip ....................................................................................49

Tips & Tricks 52

About tips and tricks ................................................................................................................52
Option and Preferences............................................................................................................53
Open Window Policy...............................................................................................53
Bubble Help ...............................................................................................................53
Search/Filter ..............................................................................................................................54
Search Criteria ...........................................................................................................54
Advanced Search Criteria .......................................................................................55
Store Search Criteria ................................................................................................56
Wildcards ...................................................................................................................56
Filter............................................................................................................................57
Cut and Paste.............................................................................................................................58
Cut and Paste Sample ..............................................................................................58

Reference Card 59
What is…...................................................................................................................................59
Menu bar....................................................................................................................59
Icon bar.......................................................................................................................60
Status bar....................................................................................................................60
Title bar......................................................................................................................61
Function Menu..........................................................................................................61

ii • Contents Introduction Guide

 Navigator...................................................................................................................61
Lookup .......................................................................................................................61
Split bar......................................................................................................................61
Related Functions.....................................................................................................61
Shortcut Summary. ..................................................................................................................62
How to…...................................................................................................................................63
Sorting, moving columns in a grid ........................................................................63
Edit / Replace............................................................................................................63
Print / Print Preview.................................................................................................64
Export to Excel, CSV, and other file formats......................................................64
Copy Row..................................................................................................................64

Introduction Guide Contents • iii

Preface

About this Guide

This guide introduces you to the CABSYS System, a part of the Ementor Engineering
Information System (E2 IS), with which you can handle and deliver consistent and quality
checked data in a computerised format. It provides step-by-step exercises that explain how
to create a cable, and follow it through the system until it reach installed status. The guide
will not show all aspects of the system, but enough to get you started.

Audience

This guide is intended for the novice end user, which is using CABSYS for the first time.
The novice user needs no technical background, nor knowledge of the database structure at
his or her site, to complete the exercises. Although, to get full value of the description in
this manual, note the following assumptions:

1. You are familiar with the MS Windows system.

2. You have a valid login ID in the network.
3. You have access to the project's network directory and project database.

Introduction Guide Preface • 1

Conventions used in this Guide

The conventions used in this guide are described in the table below:

Convention How Used

Italic References to new terms or emphasis. Also used for parameters.
“Quotation Chapter references, explanatory words and expressions from common
marks” oral speech.
Bold References to the program menus, icons, commands and buttons etc., as
well as to illuminate key words and phrases that need special attention
and hence need to stand out from the context.

Comments are welcome

We encourage you to send to us with any suggestions, ideas or comments that you may
have regarding this guide. Your opinions are the most important input we receive as we
revise CABSYS documentation.

If you would like to contact us directly, you can do that by sending an E-mail to
[email protected] .

2 • Preface Introduction Guide

Introduction

What is CABSYS and what can it do?

CABSYS is designed to take care of cable routing and general information about cables,
equipment and other associated production components. It will follow a project throughout
all it's phases from the early engineering into operation.
The system will be of use to several disciplines within a project. In pre-engineering it
serves as a valuable aid in dimensioning the cable racks. When the detailed engineering
starts it keeps track of all information needed to route cables on the cable way network and
calculates MTO estimates along with the routing. During the construction phase feedback
of progress is entered into CABSYS and gives the basis for project control calculations. In
the operational phase the system readily looks up maintenance information and ease the
work of keeping the information consistent when making changes and extensions to the
original design.
CABSYS is a user-friendly system developed on a MS Windows© user interface. Each
window is carefully designed by engineers, for engineers and is intuitive and easy to use.
All functions are accessible by pointing and clicking with the mouse, or by keyboard
strokes. This makes the system easy to learn as well as efficient in operation for the
experienced users. In addition it is possible to do multiple update of thousands of records
with minimal effort in a spreadsheet type of interface.

Introduction Guide Introduction • 3

CABSYS work sequence (Main activities).

When entering data in CABSYS, it is important to enter the data in the right order. This is
because data in one form may rely on information entered in another form. For instance the
Cable Register, relies on information entered in Cable Library, Equipment Register,
Document Register, and more.

CABSYS WORK SEQUENCE

(1)
Define project codes

(2) (4) (3)

Define Define Define

Cableway cables equipment
network

(5)
Cable
routing

(7) (6)
Cable Define
installation drums

4 • Introduction Introduction Guide

 COMMENTS
(1) Define project codes
Codes defined in the project codes modules in CABSYS are used to control access to the
system, supply default data and used as validation. Some codes are optional but segregation
level and contractor codes must be entered.
(2) Define cableway network.
The cableways (cable trays, ladders, pipes, transits, etc.) are in CABSYS represented as a
network. The networks are built by creating segments in SEGREG manually, or importing
the network via the Nodal Module if a 3D CAD system is used for designing the Cable
Racks.
(3) Define equipment.
All equipment numbers (tag numbers) referenced in CABSYS must be defined in the
equipment register with a description and a location (area).
(4) Define cables.
Definition of cables are performed in three levels:
1. Cable specification, basic description of the different cable types.
2. Cable library, detailed description of the different cable types and dimensions used
in the project.
3. Cable register, detailed information on all tagged cables.
(5) Cable routing.
CABSYS offers automatic and manual cable routing. To be routed, a cable must have
segregation level, "from" node and "to" node. See cable routing described later.
(6) Define drums.
Drums are defined in the drum register, with drum number, cable type, initial length and
weight. CABSYS then keeps track of the current length and weight of the various drums.
(7) Cable installation.
When a cable is released for construction, pulling slip can be printed. Now the cable can be
pulled. When the cable is pulled on site, the pulling slip is returned with the actual pulled
length and drum used. This information is entered into the system through the Construction
Feedback window, and the cable will get status pulled.

Introduction Guide Introduction • 5

Getting started

Starting the CABSYS application

How to start CABSYS from the Windows/NT environment :

1. On your Desktop or in the Start menu, locate the CABSYS program.

If Auto Logon is enabled, you will get a list of available projects.

If not:
2. Log on to CABSYS with correct username and password.
3. Select a project.

The CABSYS’ Function Menu will appear in your window.

The name of the selected project will appear in the title bar.
4. In the Function menu select a module by doublecliking
5. Then select a form or report in the chosen module.

6 • Getting started Introduction Guide

 The Function Menu contains one option for Cable Administration, one for Report Ordering
and one for System Administration.
The System Administration menu will only be available to users with special privilegies.
Since it is used for system and project initialization. Initialization is normally performed at
the beginning of the project and frozen during the lifetime of the project.

To quit CABSYS:
1. On the File menu, click Exit.
-or-
Click the Close button at the upper right of the CABSYS window.

Introduction Guide Getting started • 7

Navigating
Navigating in the CABSYS is always performed in the same fashion. The interface follows,
in general , the rules of the multiple document interface (MDI) defined by Microsoft. This
picture shows the standard components of the MDI frame.

Title bar

Menu bar

Icon bar

Function Menu

Status bar

8 • Getting started Introduction Guide

 Title bar
This line will always show the name and number as well as version of the project you
are working on.
Menu bar
Menues are available for current window. Menus that are dimmed, are not available.
Most menues are also available from short-cuts, icons or by using the right mouse
button.
Icon bar
Different function icons are displayed. Icons that are dimmed, are not available.
Status bar
This line contains four information elements:
1. Status message or description to current field
2. Current filter setting for database retrieval
3. Optional progressmeter
4. Rowcounter
Function Menu
All functions granted to a user, will be displayed in the function menu. Double-click a
function and a window or report will open. The Function Menu can be viewed as a tree
structure or as a sorted list. Click the Function Structure tab to view tree structure or
click the Find Function tab to get the list view. Moreover, you can search for function
names in the list view.
The picture below shows how you can search for all functions of the type Report containing
the text “Instrument Index”.

Note!
The asterisk (*) is used as wildcard.

Introduction Guide Getting started • 9

 Note!
Use Add to Favorites to make your own menu. Either right-click in Function menu or
click Add to Favorites in the Option menu.

Most windows in the application has the same layout. They appear either as a grid window
or as a navigator window.
Grid windows act more or less like MS Excel where you can sort columns, change column
order, edit and replace etc.
Navigator windows are a lite more complex and used where there is a need to gather a lot
of information in one window.

10 • Getting started Introduction Guide

 A typical navigator window will look like this:

Lookup Split screen bar Master

Navigator Detail

Navigator
The left part is a grid with all your data. For more experienced users, the Edit Replace
menu is very useful.
Lookup
Type in the data you want to find in the Lookup box.
Master
This part shows the key data as well as some of the most important information pieces
assosiated with the key (e.g. Cable Number).
Detail
More details about the item will be shown on one or several tabs.
Split screen bar

Introduction Guide Getting started • 11

 Use the splitbar if you want to display more of the grid. Drag the gray line to the left or
right as needed.

Note!
Mandatory boxes are always marked with an asterisk (*) behind the box name.
Dimmed boxes are Read-only.
White boxes are boxes where you can type or select values.

How to Activate Menus

You can access a menu at least the following tree ways (normally four):
1. Select from the Menu Bar (e.g. On the File menu, click New)
2. Right click and select from menu
3. Use shortcut (e.g. Ctr+S for save)
4. Click on the Icon Bar if the icon is present

How to Add New Data Records

To add new master records:
1. On the File menu, click New.
To add detail records:
1. Place the cursor in the detail part of the window
2. On the Edit menu, click Add Row.

How to Delete Data Records

To remove a complete record from the database:
1. On the Edit menu, click Delete Row.

12 • Getting started Introduction Guide

How to do tasks

CABSYS Abstract
This chapter will explain some typical procedures for each function, which have to be
performed when using CABSYS. The examples used in the procedures assume normal
working conditions; thus exceptions are not described. Moreover, all examples start from
the point where you have the function menu in front of you.
The CABSYS system is divided in several modules as follows:
Project codes module
Document module
Equipment module
Cable module
Network module
Drum module
Routing module
Termination module
Utilities module
Report module
System Administration module
This guide will introduce the users to some of the most essential procedures in CABSYS
System. It will not describe all the possibilities that the users have as they perform the
various procedures. The guide will show the most common use and procedures in a step-by-
step approach.

Introduction Guide How to do tasks • 13

Project codes module
The Project Codes module contains several code definition forms (codelists) referenced in
other registers in CABSYS. These forms must be defined at an early stage in your project:
Typically: Segregation levels , area-, site- and contractor codes must be entered.

How to enter Cable Segregation Levels

The purpose for having Segregation Levels is to separate the routing of cables with
different voltage levels.

Prerequisites:

Mandatory:
None
Others:
The Segregation Levels with descriptions are usually described in your Engineering
Numbering Manual / Project Coding Manual.

Procedure:
1. On the Function Menu, choose Cable Segregation Levels .
2. Press F2 to retrieve any existing rows.
3. On the File menu, click New to add a new row.
4. In the Segrl box, type the segregation level.
5. In the Desc box, type the description
6. On the File menu, click Save

14 • How to do tasks Introduction Guide

How to enter Area Codes

The purpose of entering Area Codes is to be able to place equipment, verify which area(s)
a cable is running through and where cabletrays are placed on your project.

Prerequisites:

Mandatory:
None
Others:
The Area Codes with descriptions are usually described in your Engineering Numbering
Manual / Project Coding Manual.

Procedure:
1. On the Function Menu, choose Area Codes.
2. Press F2 to retrieve any existing rows
3. On the File menu, click New to add a new row
4. In the Areaco box type the area code.
5. In the Desc box type the description.
6. On the File menu, click Save

Introduction Guide How to do tasks • 15

Equipment module

How to define Equipment Numbers / Equipment maintenance

In the Equipment Module we define all tagged equipment. An equipment resides in an area
(or module) in your project. All equipment must be defined here first before attaching
cables to an equipment in the Cable Register.
Prerequisites:
Mandatory:
None
Others:
Area Codes.
Cable Segregation Level and
Nodes in List of Nodes.
Document Numbers in Document References.

Procedure:
1. On the Function Menu, choose Equipment Maintenance.

2. In the Equipment Tag box , type a new Equipment Number. (described in your
Engineering Numbering- / Project Coding Manual)

16 • How to do tasks Introduction Guide

 3. In Area box select the area identity.
4. In the Description field, enter a suitable description.
5. On the File menu, click Save.
If nearest nodes information to equipment is available :
6. Click the Nearest Nodes Tab
7. On the Edit menu, click Add
8. In Segregation box , select the segregation level for the nearest node.
9. In Nearest Nodes box , select the nearest node for the equipment.
10. In Tare Length field type the tare length.
11. On the File menu, click Save.

Note: Nearest node links a nodepoint on the cabletray network to an equipment with a
distance (Tarelength). An equipment may have several nearest nodes on different
segregation levels.

Introduction Guide How to do tasks • 17

Cable module

Work sequence for defining a cable

18 • How to do tasks Introduction Guide

 COMMENTS:
(1) Cable description.
Cable description types for the physical characteristics of the cables.
(2) Transit insert block library.
Define Transit insert blocks. These are used for calculation of available space for cables
running through transits. If transit insert blocks are not used in the project, a dummy transit
insert block must be defined.
(3) Cable library.
This is a main library of cable types in CABSYS, each which describes a unique
combination of cable type, crossection and other dimensions.
(4) Cable specification.
A predefined report (CASP), which is a summary report of the available cable types. This
report can be ordered from the Report Module.
(5) Gland library.
A library of all gland types. These are referenced in the Cable Register.
(6) Gland Summary.
Summary report of the gland types.
(7) Equipment register.
Equipment register which holds all equipment tags. These tags are referenced in the Cable
Register, where a cable runs between the "from" and "to" equipment.
(8) Cable register.
Detailed information of each tagged cable. Minimal manadatory information is the cable
number and cable type id. Prior to cable routing, the segregation level , the from/ to
equipment, and the from/to nodes must be entered.
(9) Cable schedule.
A predefined report (CASC), which is a report to print out detailed information about each
cable. This report can be ordered from the Report Module.
(10) Batch input of cables.
Separate utility program to batch input ASCII files of cables into the Cable Register.

Introduction Guide How to do tasks • 19

 How to enter Cable Types
The purpose of entering cable types in the cable library is to store the them in CABSYS
with a unique combination of cable description type, cable dimensions, physical attributes
and other information used later during cable routing.
This is done in two steps:
1. Enter the Cable Type in the Cable Description form with text information.
2. Enter the Cable Type ID in the Cable Library with the physical attributes such as
cable weight and cable diameter.

Note!
The Cable Type in step 1 is later referenced in the Cable Library.

Prerequisites:
Mandatory:
None, if you follow steps 1 through 2.
Others:
None

Procedure (Step 1):

To enter Cable Type :
1. On the Function Menu, choose Cable Description.

20 • How to do tasks Introduction Guide

 2. On the File menu, click New
3. In the Specification Type field enter the main spesification type.
4. In the other fields, enter the characteristics/descriptions of the cabletype
according to the cable manufactorer.
5. On the File menu, click Save.
Procedure (Step 2):
1. On the Function Menu, choose Cable Library.

Mandatory
boxes

2. On the File menu, click New.

3. Type in / select values in all mandatory fields like Cable Spec Type, number of
groups, wires pr. Group , wire crossection, Weight, Overall diameter etc.
4. The Cable Type ID and Dimension fields are automatically populated. You
may update these fields later by typing in your own preferences.
5. On the File menu, click Save.

Introduction Guide How to do tasks • 21

 The figure below shows a cross-section of a cable. It has 4 groups with 16 wires per
group.
1 2 3 4 5 6 7 8

22 • How to do tasks Introduction Guide

 How to register a cable
The purpose of CABSYS is to keep track of the cables in a project. In order to do that, all
cable numbers are stored in the Cable Register.
Minimum information required is Cable Number and Cable Type ID.
Prerequisites:
Mandatory:
Cable Type ID in Cable Library.
Mandatory for cable routing:
Cable Segregation Levels.
Nodes must exist in List of Nodes.
Others:
System Codes.
Design / Constr. Contr. Codes.
Site Codes.
Tag numbers with descriptions in Equipment Maintenance.
Termination drawing numbers in the Document Number List.
Glands in Gland Library.

Introduction Guide How to do tasks • 23

 Procedure:

1. On the Function Menu, choose Cable Register.

2. In the Cable No box, type a unique cable number.

3. In the Type ID box, select a cable type id.
4. On the File menu, click Save.

24 • How to do tasks Introduction Guide

Network module

How to register a segment

The purpose for registering segments and nodes is to reflect the Cable Rack Network
logically in CABSYS in order to route the cables. A segment is defined to run between a
from-and a to node. See Nodal diagram example below.

Introduction Guide How to do tasks • 25

 Prerequisites:
Mandatory:
Cable Segregation Levels.
Segment Type in Segment Library.
Node List Area Codes
Others:
Contractor in Design/Constr.Contr. Codes.. Site Codes
Drawing Ref. in Document Number List.

Procedure:
1. On the Function Menu, choose Segment Register.

2. In the Segment Number field , enter a unique segment number

3. In the Segregation Box , select the segregation level
4. In the Segment Code Box, select the segment type
5. In the Node From field, type the from nodenumber for the segment
6. In the Area From Box, select the area where the node resides
7. The same applies to the Node To and Area To fields

26 • How to do tasks Introduction Guide

 8. In the Length field, type the segment length
9. The Fill Factor box is the percentage of area that is allowed to be filled on the
segment (cable ladder etc.). 1.00 equals 100% and 0.50 equals 50%.
The Weight Factor box is the percentage of maximum allowed weight to be
placed on the segment. 1.00 equals 100% and 0.50 equals 50%.
10. On the File menu, click Save.

Introduction Guide How to do tasks • 27

Routing module

How to route a cable

The purpose of routing a cable is to control the route for the individual cable, making sure it
is going on the segments that it is intended to do, choosing the shortest path over the
network, as well as performing load/fill calculation and checking if the segments are
connected properly. Users may issue pulling slips only after the cablerouting is done.
Prerequisites:
Mandatory:
The segment network is established in the Network Module .
A cable must be defined in the Cable Register
Others:
None

Procedure:
1. On the Function Menu, choose Cable Register.

28 • How to do tasks Introduction Guide

 2. Press F2 to retrieve the existing cables
3. In the navigator, select a cable to be routed.
4. In the Segregation box ; select the Cable Segregation Level.
5. In the Site box and type or select the Site Code.
6. In the Main tab, type From information in the different boxes in the From
group box.. Enter the from node

Note! To get a list of valid nodenumbes , refer to List of Nodes in the network module

7. In the Main tab, type To information in the different boxes in the To group
box. Enter the to node
8. On the File menu, click Save.

The “from” and “to” Nodes must have unique nodes entered prior to
cablerouting.
9. Click the Route Cable button.

CABSYS will route the cable and find the shortest path. The cable will get status
routed (RO).

Tip!
If you get an error message when trying to route a cable, indicating that you have segment
overload, you can can handle this in the two ways described below.

Either:

Force the segment to accept the overload.

1. On the Function Menu, choose Route by Segments.
2. Click Yes in the Accept Overload area.
3. On the File menu, click Save

Introduction Guide How to do tasks • 29

 or:

Verify the Segment Code or Fill- and Weight factor in the Segment Register.
For more information about Segment Register see "How to register a segment".

Finally:
Retry to route cable.
8. Click the Status tab.
9. Press the F2 button on your keyboard.
This will retrieve the new status of the cable from the database.
10. Select the Routed or Attemped Routed check box, to reset the cablestatus
back to CR.
11. On the File menu, click Save.
12. Click the Route Cable button again.
13. On the Function Menu, choose either Route by Segments, or Route by
Node.

Tip!
You can also click the Related Functions menu to access Route by Segments or Route by
Node from the Cable register.

If the route is acceptable and the rest of information in the Cable Register is correct , then
Release the cable:
14. In the Cable Register, click the Status tab.
15. Press the F2 button on your keyboard.
16. Click the Released check box to release the cable.

The cable is now in released status (RE) and is ready to be issued to a Pulling Slip.

30 • How to do tasks Introduction Guide

Cable Termination

How to terminate a cable

This module is used to enter termination of cables, individually or as a batch order.
You can also specify how signals are connected and propagated through the wires.
This information is the basis for automatically generating loop and termination drawings.
Prerequisites:
Mandatory:
Equipment Tags in Instrument or Electrical Equipment Tag.
Cable Numbers in Cable Register.
All mandatory fields in Terminal Type Library.
Cable wires/conductors in Cable Library, Wire/Conductor tab.
Others:
IO Tags in IO List

Procedure:
First you need to enter the terminal type. To do so, follow these steps:
1. On the Function Menu, choose Terminal Type Library.

Introduction Guide How to do tasks • 31

 Physical A is left hand side
description of and B is right hand
terminals side of the device

Note!
In the Terminal Type Library you describe the different terminal types (type of
connections) that the various equipment can have. In the example above, it is defined a
Terminal Type called "PT-01". It has 5 terminals, numbered +, -, GND, X1 and X2.

Field Equipment Zener Barrier Terminal List

2. In all mandatory boxes (marked with *), type or select values.

Generating terminals automatically:
3. In the No of Terminals box, type the required number of terminals.
4. In the Def. Eq. Side box, type the equipment side.
5. Click the Generate Terminals button.

If needed, modify the Terminal Name box and/or the Equipment Side box.
6. On the File menu, click Save.

32 • How to do tasks Introduction Guide

 Entering wire/conductor data is done in the Cable Library. To get there:
7. On the Function Menu, choose Cable Library.
8. Select the Wire/Conductor tab.
9. Search for an existing cable type or type information regarding a new type.

If you search an existing cable type, it may look like this:

Wire number
1,2 and 3 in
Wire/Conductor
Group 1

10. In all mandatory boxes (marked with *), type or select values.

The Group box is the numbering of set of wires/conductors that make a group.
The Id box is the wire/conductor identification. The colour codes are;
BL=Black, BU=Blue, WH=White, SC=Screen etc.
The Type box is the Type of Wire/Conductor for each Wire Number.

11. Click the Generate Wires button.

This generates wires according to Number of Groups and Wires pr Group.

If necessary:

Introduction Guide How to do tasks • 33

 12. In the Id box, Type box etc., make corrections
13. On the File menu, click Save.

Note!
Before you can connect wires to equipment, you need to define which parts (e.g. terminal
strips) the equipment consists of. This is done in the Type Allocation to Tag window (see
procedure below).

14. On the Function Menu, choose Equipment Parts (Type Allocation to Tag).

This window will appear (without data):

15. In the left pane table, click the desired Tag.

16. In the Terminal Type box, type the Terminal Type.
17. In the Seq. box, type the sequence.

Note!
The sequence must always start at the first (1).

If the tag has more than one termination rack/rail:

18. In the Part Address box, type the part address.

Note!
Note the colon (:).

19. On the File menu, click Save.

To terminate the wires of a cable, you have two options:

34 • How to do tasks Introduction Guide

 a. Type in each wire in the Connection Register
-or-
b. Use the Batch Termination dialog.

Tip!
To type large amounts of terminations, use Batch Termination.
To maintain connections, use Connection Register.

Introduction Guide How to do tasks • 35

 The Connection Register
1. On the Function Menu, choose Connection Register.

Enter appropriate data for each wire:

2. In the From Address box, type the “from address”.
3. In the 1. Terminal box, type the terminal number (From).
4. In the To Address box, type the “to address”.
5. In the 2. Terminal box, type the terminal number (To).
6. In the Cable Number box, type the cable number.
7. In the Wire Group box, type the group identity.
8. In the Cable Type box, type the cable type.
9. On the File menu, click Save.

36 • How to do tasks Introduction Guide

 How to terminate a batch of cables
By entering an equipment tag in the batch order dialog, all connected cables will be listed
and each individual cable can be selected for batch termination.
The normal procedure is to start from the field side (junction box) and then batch
connecting cables sequentially toward the field termination cabinet. In this way signals are
automatically propagated on the wires, and exact signal arrangement can be reported for the
field termination at the interface cabinet.
Prerequisites:
Mandatory:
Equipment Tags in Instrument or Electrical Equipment Tag.
Cable Numbers in Cable Register.
Address From and Address To specified in Cable Register.
All mandatory fields in Terminal Type Library.
Cable wires/conductors in Cable Library, Wire/Conductor tab.
Others:
IO Tags in IO List

Procedure:
1. On the Function Menu, choose Batch Termination.

2. Enter the equipment tag from the Tag navigator list.

Introduction Guide How to do tasks • 37

 The cables having this equipment tag as to address will be displayed in the list
where Batch Processing can be ticked for each individual cable.
3. In the Termination Typical box, select one of the options.
4. Click the Process Connections button.
All new connections will be listed.
If the created connections are acceptable:
5. Click the Accept button.
If not:
5. Click the Reject button.

38 • How to do tasks Introduction Guide

 How to terminate a batch of flying leads
Flying lead is an unnamed cable from a field instrument to a tagged device.
The tagged device’s function code is used for the filtering of field instrument that may be
connected by flying lead.
Prerequisites:
Mandatory:
Equipment Tags in Instrument or Electrical Equipment Tag.
Cable Numbers in Cable Register.
Address From and Address To specified in Cable Register.
All mandatory fields in Terminal Type Library.
Cable wires/conductors in Cable Library, Wire/Conductor tab.
Function Code in P&ID Typical
Others:
IO Tags in IO List

Procedure:
1. On the Function Menu, choose Batch Termination Flying Lead.

2. In the Func. Code box, select one of the options.

Introduction Guide How to do tasks • 39

 3. Click the Apply button.

The Instrument tags matching this function code are displayed.

4. In the table, click the Selected check box(es) for the flying lead connections to
be created.
5. Click the Process Connections button.

All new connections will be listed.

If the created connections are acceptable:

6. Click the Accept button.
If not:
6. Click the Reject button.

40 • How to do tasks Introduction Guide

Report Ordering

Standard Reports
There are many reports in the system. Starting, setting search criteria and printing follow
the same procedure.
Procedure:
1. On the Function Menu there is a Report entry under each module. Choose
the report you want to print.
Example:

2. Enter search criteria on the columns as needed.:

If you do not define any search criteria, the report will print out "everything".
The parameters insure that the report prints only what you want to see.

For each parameter you want to use in the definition:

3. Select an operator from a drop-down list with several choices. The default is
Like. Some of the operators (In, Not In) require a list in the value field with
standard SQL syntax. If the parameter is Site, and you want the sites SLA and
SLT, use the operator In and value ('SLA','SLT')
4. Enter data in the value box. There may be a drop-down list here.
In some cases there is a button on the right hand side of the field: Pressing
this button gives you a small window where you get some help to enter the
correct value. You may e.g. enter *XYZ* and then choose from a list of all

Introduction Guide How to do tasks • 41

 valid values containing the string XYZ.

5. Enter sort criteria if you don't want the default. A parameter with .sort value 1
will be the most significant sort item.
6. Click Preview. The report will be started, and a preview window will appear.
7. On the File menu, click Print.

Note!
To make a PDF file, simply select the PDF printer defined on your computer (requires
Adobe Acrobat)

Administration of Report Revisions

Reports revisions are used to print a report with the correct revision number. You may also
highlight the difference between the this version and a previous revision. The following
symbols are used:
- new row
- modified row
- deleted row
In order to activate the revision mark printing, you need to define a document for snapshot
reference. Consult your project manual to check if documents need to be defined in the
official document management (e.g. ProArc) system or you can enter them directly in the
database.
Each report may be connected to zero or more documents.
Each connected document may have one or more revisions.
When a report has been connected to a document, the search criteria and sort criteria are
frozen for this document. The criteria must be set before clicking Revisions.

42 • How to do tasks Introduction Guide

 Click the Revisions button to administer revisions..

Connecting a document to a report with parameters set

Procedure:
1. Click Create new connection between this report and a document.
2. Click Next.
3. In the Document Type box, choose Document Type and Document Number.
4. In the Document Number box, choose Document Number.
5. Click Next.
6. In the Revision Number box, enter Revision Number.
7. In the Description box, enter description.
8. Click Next.
9. Enter Revision settings. Select Print to Screen! Make other selections as you
prefer. Selecting Show Revision Marks has no effect at this point.
10. Click Finish . The report will be started, and a preview window will appear.
11. If you want to save the report in PDF format, click the print icon from the
preview window, and choose the PDF printer.

Creating a new revision of a connected document

Procedure:
1. Click Create new revision of a connected document.
2. Click Next.

Introduction Guide How to do tas ks • 43

 3. Choose the document you want to create revision for.
4. Click Next.
5. In the Revision Number box, enter Revision Number.
6. In the Description box, enter description.
7. Click Next.
8. Enter Revision settings. Select Print to Screen! Make other selections as you
prefer. If you select Show Revision Marks, differences between this revision and
the previous revision will be shown.
9. Click Finish . The report will be started, and a preview window will appear.
10. If you want to save the report in PDF format, click the print icon from the preview
window, and choose the PDF printer.

Modify last revision of a connected document

Procedure:
1. Click Modify last revision of a connected document.
2. Proceed exactly as under Creating a new revision of a connected document

Deleting connections between report and document

Procedure:
1. Click Delete old connections between report and document.
2. Click Next.
3. Choose the document you want to disconnect from the report
4. On the Edit menu, click Delete
5. Click Finish .

Note!
This procedure will not delete any saved files from the file system, but they can no longer
be used for revision handling .

44 • How to do tasks Introduction Guide

 Printing Revision Marks
Reports may be printed with revisions to highlight the difference between the current
version and a previous revision. Moreover, only the differences may be printed to minimize
the paper to be printed and read by others.
Revison administration is covered in the chapter Administration of Report Revisions
Procedure for printing of revision marks:
1. Choose the report to print.
2. The option button Print revision marks is disabled. Choose a connected document
in the upper white box. See the example under Standard Reports. Now the opton
button will be enabled.
3. Click Preview.
4. Choose the actual revision.
5. Select Print only differences if you want this.
6. Click Ok. The report will be started, and a preview window will appear.
On the File menu, click Print

Introduction Guide How to do tasks • 45

CABSYS Standard Reports
CABSYS includes various reports. They are sorted under Standard Reports or Custom
Reports.The Standard Reports are divided into two sets of reports: Instrument & Electrical
Reports and Project Admin Reports.

46 • How to do tasks Introduction Guide

How to make a Cable Schedule
The purpose of making a Cable Schedule is to have a predefined report, which prints out
detailed information about each cable.
Procedure:
1. On the Function Menu, choose Cable Schedule.

To find all cables in the Cable Schedule:

Either:
Keep the Value box empty.
-or-
In the Operator box, choose Like.
In the Value box, type a wild card (* or %).

2. In the Report area, click the ELEC_01-Cable Schedule-Nodes box.

A Drop-down list button will appear.

Introduction Guide How to do tasks • 47

 All available document numbers will be available in the drop down list, when
connected to a document.
3. In the Parameters area, click the a Parameter box to make a Drop-down list
button available.
4. In the Drop-down list, click a Parameter to set a filter for your print-out.
5. In the Operator box, choose an Operator among the available types in the Drop-
down list.
6. In the Value box, type the filter value for the Parameter.
7. In the Sort box, select a sorting order.
Select the Desc check box to make the sorting descending.

Note!
Click the Revisions… button to connect a revision to the document number.

8. Click the Preview button to view the Cable Schedule report.

The report consists of a front sheet where, among other things, the project name and the
parameter sets are displayed.
9. On the toolbar, click the Print button to print the reports.

48 • How to do tasks Introduction Guide

How to make a Pulling Slip
The purpose of making a Pulling Slip is to give the electrician pulling the cable a guide
showing where the cable is routed.
Prerequisites:
Mandatory:
Cables must have Released Status (RE) in Cable Register.
Others:
None

Procedure:
1. On the Function Menu, choose Pulling Slip.

A window similar to the Cable Schedule window will appear.

2. In the Report area, click the ELEC_07- Pulling Slip-Nodes box.
A Drop-down list button will appear.

All available document numbers will be available in the drop down list, when
connected to a document.
3. In the Value box, type the Cable Number you want to make a pulling slip for

Note!
If no values are typed, the Pulling Slip report will include all cables with released status.

4. In the Route By area, click Route by Segments (optional).

5. Click the Preview… button.
6. Click on the yellow background of the report.
7. Turning the front page, you will find the Pulling Slip preview.

Introduction Guide How to do tasks • 49

 The preveiw will look like this:

8. On the toolbar, click the Print button.

9. Select the Printer option button.
10. Click the Printer Setup… button.
11. Select a printer.
12. In the Printer Setup window, click the OK button.
13. In the Print to setup window, click the OK button.

50 • How to do tasks Introduction Guide

 To save your Pulling Slip to a file without making a preview or a printout.
After you follow step 1-4 described above:
5. Click the Print… button.
6. Select the File option button.
7. In the File name box, type a File name (ex. C:\temp \ps10CC3005).
8. Click the OK button.
To save your pulling slip to a file and then make a printout.
Follow the steps described in “To save your Pulling Slip to a file without making a preview
or a printout.”
9. Open MS Explorer and double-click the file name.
10. On the File menu, click Printer Setup.
11. Select a printer.
12. Click the OK button.
13. On the File menu, click Print.
14. Click the OK button.
To make a printout without saving it to a file or making a preview.
After you follow step 1-4 described in “How to make a Pulling Slip”:
5. Click the Print… button.
6. Select the Printer option button.
7. Click the Printer Setup… button.
8. Select a printer
9. Click the Setup… button.
After you have finished your settings:
10. Click the OK button.
11. In the Printer Setup window, click the OK button.
12. In the Print to setup window, click the OK button.

Introduction Guide How to do tasks • 51

Tips & Tricks

About tips and tricks

This chapter explains some useful tips and tricks. You may choose to defer reading this
section until you are more familiar with E2 IS. However, some of the features can be very
useful and may save you a lot of work in your project.

52 • Tips & Tricks Introduction Guide

Option and Preferences

Open Window Policy

Open Window Policy is a paremeter used to control how function windows behave at
startup. To change the parameter:
1. On the Option menu, click Preferences.
2. In the Ini Item list, click Window Open Policy.
3. In the Value box, type the value 0,1 or 2.
Value Description
0 Default setting. When the window is opened, all data is retrieved from the
database.
1 Opens window with blank forms
2 Opens the search window first for entry of search criteria, then the window
is opened.

Note!
The database expands continuously during the progress of the project. As the database
increases in size the setting should be changed from 0 to 1 or 2, to lower the network traffic
and reducing window opening time.

Bubble Help
The bubble help setting will show help in the form of yellow stickers on some of the input
fields.
To change the setting:
1. On the Options menu, click Preferences.
2. Select Bubble Help in the Ini Item box.
3. In the Ini Value box, type YES if you want the feature on, else type NO.
4. On the File menu, click Save.

Introduction Guide Tips & Tricks • 53

Search/Filter

Search Criteria
Search criteria are used to limit the number of rows retrieved from the database. Use search
criteria to speed up the retrieval process and to limit the dataset to exactly your items.
To limit the set of data on the screen, the filter function is available from all screens in the
system. To set a filter or make a search, follow these steps:
1. On the View menu, click Filter/Search.
2. Enter a search expression.
3. Click the OK button.

Tip!
Use % or * as wildcards. There is an implicit AND between the fields in the window

However, in many cases you need to specify more complex search criteria. To do so, you
can use the advanced mode.

54 • Tips & Tricks Introduction Guide

 Advanced Search Criteria
1. In the Search dialog box window, click the Advanced button.

The dialog box window expands and a new area becomes visible.

In the new box, you can type the SQL where clause expression.

Tip!
Consult your local database administrator to get advice how to construct a valid SQL where
clause.

2. Type your SQL expression in the lower part of the dialog box.
3. Click OK

Tip!
On the Option menu, click Show DB Names to get the names of tables and columns to be
used in expressions. Every time you click a field, the table name and column will be listed
in the window

Introduction Guide Tips & Tricks • 55

 Store Search Criteria
You can save search criteria for later use on the Search windows.
1. Enter a name in the Search Criteria box
2. Click the Save button.
The search criteria name will be stored in the database and can easily be retrieved later
simply by selecting from the drop down list.

Wildcards
Use asterisk (*) and question mark (?) as wildcards. Those two characters will
automatically be translated to % and _ respectively before the expression is send to the SQL
database. Hence, you can als o use % and _ in your search criteria.
The asterisk (*): Zero or many occurrences of any character.
The question mark (?): Exactly one occurrence of any character.
Example
Find all tag numbers containing PSV:

56 • Tips & Tricks Introduction Guide

 Filter
Filters are used to further limit the dataset already retrieved from the database. This may be
helpful when you do not know how to define a precise search criteria or when setting the
search criteria is impossible.

Basic Filter
1. Right-click the mouse.
2. Point to Filter and click Basic.

3. In the Column box, select the column you want to filter on.
4. In the Operator box, select the operator you want to use.
5. In the Value box, type or select the value.
6. Click the OK button

Advanced filter
1. Right-click the mouse.
2. Point to Filter and click Advanced.
You will see a Visual Basic expression builder

Introduction Guide Tips & Tricks • 57

Cut and Paste
Most windows allow for cut and paste from one window to another.
First, the simplest and most frequently used feature is to mark one edit box, copy and then
paste the contents into another box. Sometimes you have to use the old Windows version
SHIFT+Insert to paste the data.
Second, you can mark a several rows in the navigator pane, copy and then paste the
contents into for instance Excel. Alternatively, you can use File from the menu and then
click Save As
Finally, you can mark several rows, copy and then paste. However, care must be taken to
arrange the columns in correct order so the data will be valid. This feature may also be used
from Excel; given the column order is the same. Further, this feature will be impossible in
some windows because of the complexity of the view. Simple grid windows (Excel like)
will always work.

Tip!
Always look in the Edit menu to see if there is a copy function. This function will help you
to clone an object. See Copy Tag from Tagged Equipment Window

Cut and Paste Sample

This chapter explains how to use cut and paste in the system. In this example we will use
the Cable Register, however, the principles are general.
Let us assume that you have opened the Cable Register window.
1. Click the row counter on the left pane of the window.
The whole row should be marked (normally blue)
2. You may do a multiple selection (SHIFT+Click or CTRL+Click) to select
more than one row.
3. On the Edit menu, click Copy.
4. On the Edit menu, click Add Row.
5. On the Edit menu, click Paste.
6. Make sure to change the key value (e.g. cable number) before you save to
avoid duplicates.

58 • Tips & Tricks Introduction Guide

Reference Card

What is…

Menu bar
Contains Consists of
File New, Open, Close, Save, Save As, Delete, Print, Print Preview,
Printer Setup,Exit
Edit Undo, Replace, Cut, Copy, Paste, Insert Row, Add Row, Copy Row,
Delete Row
View First Row, Previous Page/Row, Next Page/Row, Last Row,
Filter/Search, Retrieve All, Refresh, Sort
Related Functions Shortcuts to functions related to current function
Options Toolbar, Toolbar Text, Menu, Show DB Names, Preferences
Window Layer, Horizontal, Vertical, Cascade, Arrange Icons, (any opened
windows)
Help Contents, Search, How to Use Help, About

Introduction Guide Reference Card • 59

 Icon bar
15

1 2 3 4 5 6 7 8 9 10 11 12 13 14

Button # Function
1 Icon for Save
2 Icon for Print (Default printer)
3 Icon for Print Preview
4 Icon for Insert
5 Icon for Copy
6 Icon for Delete
7 Icon for Retrieve All
8 Icon for Filter / Search
9 Icon for Refresh
10 Icon for Go to first row
11 Icon for Go to prior page/row
12 Icon for Go to next page/row
13 Icon for Go to last row
14 Icon for Help Topics

Status bar
The status bar is the lower line in the MDI frame See Finding your way in the Function
Menu.

60 • Reference Card Introduction Guide

 Title bar
The title bar is the top line in the MDI frame. The title bar contains the EIS logo, the project
name and the project version. See Finding your way in the Function Menu

Function Menu
The function menu contains the functions granted to you in the project. See Finding your
way in the Function Menu.
You may personalize your function menu from the Option menu and click Add to
Favorites. Next time you open the system the selected function will appear under Favorites
in the Function Menu.

Navigator
The navigator is the grid section in the left pane of the window. See Using a Function
Window.

Lookup
The lookup is the small box in the upper left corner where an entry can be typed in to move
directly to a line in the navigator. See Using a Function Window.

Split bar
The split bars are the grey lines in the window used to resize content within a window. See
Using a Function Window.

Related Functions
The Related functions is a menu item in the menu bar where you can directly access
windows and related data to the current window. See Finding your way in the Function
Menu.

Introduction Guide Reference Card • 61

Shortcut Summary.
Shortcut Description
CTRL + ' Copy value from column above
CTRL+ A Add Row
CTRL+ C Copy
CTRL+ D Delete Row
CTRL+ F Filter / Search
CTRL+ H Replace
CTRL+ I Insert Row
CTRL+ N New
CTRL+ P Print
CTRL+ S Save
CTRL+ V Paste
CTRL+ X Cut
CTRL+ Y Copy Row
CTRL+click Multiple selection (nonadjacent)
SHIFT+click Multiple selection (adjacent)
F2 Retrieve All

Note!
Multiple selections:
To select nonadjacent cells, select a single cell, and hold down the CTRL key while you
simultaneously click other cells that you want to select.
To select adjacent cells, select a single cell, and hold down the SHIFT key while you
simultaneously click the other cell that limits the range of cells you want to select.

62 • Reference Card Introduction Guide

How to…

Sorting, moving columns in a grid

Sorting:
To sort the column (-s) in ascending order alphanumerically, click on one or more column
heading (-s).
To sort the column (-s) in descending order alphanumerically Double-click on one or more
column heading (-s).
Moving:
To move a column, click on one or more of the column heading (-s), drag the column (-s) to
the column you want to move to column (-s) to and drop it (them).

Edit / Replace
To perform a multi-update of values and/or text on several lines simultaneously without
changing anything else in these lines, follow these steps:
1. On the Edit menu, click Replace.
2. In the Find where box, type or select the parameter/column you want to
change.
3. In the Find what box, type what you want to change from.
4. In the Replace with box, type what you want to change to.

6.5. Clar the Match check box to set the new value regardless of the old value.
5.6. Select the Match Case check box to distinguish between upper and lower case
letters.

Introduction Guide Reference Card • 63

 Print / Print Preview
To get a Print Preview of a current data set:
1. On the File menu, click Print Preview.
2. Click the Select Column button
3. In the Columns Available for Printing list, drag-and-drop to the Invisible
Columns area.
4. Click the OK button.
5. Click the Print button.

Export to Excel, CSV, and other file formats

To generate output in a specific format, follow these steps:
1. On the File menu, click Save As.
2. In the Save as type drop-down list, choose the file type you want to save as.
3. In the File name box, type the file name.

To save the file:

4. Click the Save button.

Copy Row
Use the copy row function to make a identical copy of the current row:
1. On the Edit menu, click Copy Row.

A copy of all the columns for the current row will be made. Make sure to
change key values before you save to avoid duplicates in the database.

64 • Reference Card Introduction Guide

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