AVEVA P&ID 12.1.

SP1
- AutoCAD 2011 and 2012 64bit
- AutoCAD 2010, 2011 and 2012 32bit

Installation Guide
Disclaimer
Information of a technical nature, and particulars of the product and its use, is given by AVEVA
Solutions Ltd and its subsidiaries without warranty. AVEVA Solutions Ltd and its subsidiaries
disclaim any and all warranties and conditions, expressed or implied, to the fullest extent permitted
by law.

Neither the author nor AVEVA Solutions Ltd, or any of its subsidiaries, shall be liable to any person
or entity for any actions, claims, loss or damage arising from the use or possession of any
information, particulars, or errors in this publication, or any incorrect use of the product, whatsoever.

Copyright
Copyright and all other intellectual property rights in this manual and the associated soft ware, and
every part of it (including source code, object code, any data contained in it, the manual and any
other documentation supplied with it) belongs to AVEVA Solutions Ltd or its subsidiaries.

All other rights are reserved to AVEVA Solutions Ltd and its subsidiaries. The information contained
in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval
system, or transmitted without the prior written permission of AVEVA Solutions Ltd Where such
permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently
displayed at the beginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any
material or electronic form, without the prior written permission of AVEVA Solutions Ltd. The user
may also not reverse engineer, decompile, copy, or adapt the associated software. Neither the whole,
nor part of the product described in this publication may be incorporated into any third-party software,
product, machine, or system without the prior written permission of AVEVA Solutions Ltd, save as
permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil
liabilities and criminal prosecution.

The AVEVA products described in this guide are to be installed and operated strictly in accordance
with the terms and conditions of the respective licence agreements, and in accordance with the
relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited.

First published 2012.

Copyright 1994 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.

Trademarks
AVEVA and Tribon are registered trademarks of AVEVA Solutions Ltd or its subsidiaries.
Unauthorised use of the AVEVA or Tribon trademarks is strictly forbidden.

AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Ltd or it s
subsidiaries, registered in the UK, Europe and other countries (worldwide).

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The copyright, trade mark rights, or other intellectual property rights in any other product, its name or
logo belongs to its respective owner.

ISSUE HISTORY

Date Issue No Remarks

25/10/2012 1.0 Initial Version, release number 12.1.SP1

SUMMARY OF CHANGES

Paragraph Details

NA NA

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CONTENTS
1. INTRODUCTION ...................................................................................................... 1

2. OVERVIEW OF SYSTEM ARCHITECTURE ...................................................... 1

2.1 AutoCAD PC Install.............................................................................................................................................. 1

2.2 AVEVA Flexman Server....................................................................................................................................... 1

3. HARDWARE AND SOFTWARE REQUIREMENTS ......................................... 1

3.1 Hardware Requirements ...................................................................................................................................... 1

3.2 Software Requirements ........................................................................................................................................ 2

3.2.1 AVEVA P&ID 12.1 64bit ................................................................................................................................... 2
3.2.2 AVEVA P&ID 12.1 32bit ................................................................................................................................... 2

3.3 Microsoft SQL Server Express........................................................................................................................... 2

3.4 AVEVA VPE Workbench Interface (only for AVEVA VPE Workbench Users) .....................................14

3.5 New Middle Tier Installation, new Interface AVEVA P&ID – AVEVA Instrumentation / AVEVA
Electrical ............................................................................................................................................................................21

4. AVEVA P&ID INSTALLATION AND CONFIGURATION................................ 22

4.1 AVEVA P&ID 12.1.SP1 Setup Wizard...........................................................................................................23

4.1.1 AVEVA P&ID 12.1.SP1 Setup Wizard for Client PC. .................................................................................. 23

4.2 AVEVA P&ID Project Setup Wizard ..............................................................................................................30

4.2.1 Creating a new AVEVA P&ID Project .......................................................................................................... 32
4.2.2 Install a Project Shortcut Only ....................................................................................................................... 37
4.2.3 Upgrade an Existing P&ID Project ................................................................................................................ 42

4.3 Project Administrator – Required Configuration.........................................................................................48

4.3.1 Reassign Custom-names to the new tag fields ............................................................................................ 48
4.3.2 Revision ‘List of Values’................................................................................................................................. 50
4.3.3 Revision Label Types...................................................................................................................................... 51
4.3.4 Revision of Item Type Layers ........................................................................................................................ 52

4.4 Upgrading old Projects from AVEVA VPE P&ID 7.2.SP2 and other previous versions to AVEVA
P&ID 12.1 ..........................................................................................................................................................................52

4.5 Additional notes about AVEVA P&ID 12.1.....................................................................................................55

4.5.1 Split Pipe Label without Pipe Label Symbol................................................................................................. 55
4.5.2 Split Pipe Label with Pipe Label Symbol....................................................................................................... 55
4.5.3 Update Pipe Tag functionality ....................................................................................................................... 55
4.5.4 Spec Driven Data Import from PDMS ........................................................................................................... 55
4.5.5 Iso Adaptor XML Configuration................................................................................................................... 56
4.5.6 PDMS Interface ................................................................................................................................................ 57

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5. SUPPORT DOCUMENTATION .......................................................................... 58

5.1 Training ................................................................................................................................................................58

5.2 Support ..................................................................................................................................................................58

APPENDIX 1 - AVEVA P&ID SQL SERVER USER CONFIGURATION............... 59

APPENDIX 2 - SILENT INSTALLATION OF AVEVA P&ID ..................................... 68

APPENDIX 3 TROUBLESHOOTING INSTALLATION ISSUES............................. 69

Issues defining the default schema to a Windows Group ..........................................................................................69

Access rights required to run project wizard .............................................................................................................69

Machine settings:.......................................................................................................................................................... 69
Database settings:......................................................................................................................................................... 69

Known issues using windows server machine to host AVEVA P&ID project data...............................................70

APPENDIX 4 COPY PROJECT DATABASE AND DATASET FROM PROJECT

TO PROJECT ................................................................................................................... 71

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 This page has been deliberately left blank

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1. INTRODUCTION
This guide is intended for IT managers and support staff who are planning to implement AVEVA
P&ID 12.1.SP1. The Hardware & Software requirements sections present detailed
requirements of the hardware, operating system, software packages and version numbers
required for the installation of the product.
Please follow all the instructions and read the information described at Paragraphs 3 and 4 to
install AVEVA P&ID 12.1.SP1, they contain all the required information for new users and
existing users.

2. OVERVIEW OF SYSTEM
ARCHITECTURE

2.1 AutoCAD PC Install

AutoCAD must be installed in the machine before installing AVEVA P&ID 12.1.SP1. Please
refer to your Autodesk supplied documentation and CD‟s.

2.2 AVEVA Flexman Server

The AVEVA Flexman Server, using the Flexlm product, manages AVEVA P&ID12.1.SP1
licensing. Prior to running P&ID 12.1.SP1, the Flexman software should be installed to either a
machine on your network or the Internet Application Server. License keys are obtained from
AVEVA.

3. HARDWARE AND SOFTWARE

REQUIREMENTS
This section gives detailed requirements of the hardware, operating system, software packages
and version numbers required to implement AVEVA P&ID 12.1.SP1. Where the text identifies
operating systems or 3rd party packages (e.g. Microsoft Excel), currently only English versions
have been certified for use with P&ID 12.1.SP1.

3.1 Hardware Requirements

 Intel(R) Core(TM) i5 2.8 GHz, RAM 4GB

 15” to 17” monitor running in XVGA (1280 *1024) mode or greater.

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3.2 Software Requirements
3.2.1 AVEVA P&ID 12.1.SP1 64bit

 Microsoft Windows 7 64bit

 Microsoft Office 2010 64bit; including Microsoft Excel 2010 64bit

 Microsoft SQL Server 2008 R2 Express Edition

 And only for Customers that are upgrading from a project with a Microsoft Access
Database: the Microsoft 64 bit drivers for Microsoft Access, they can be downloaded from:
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=13255
(Please download the 64 bit executable from the link and run it in the machine)

 Flexman Server: Configuration of the Flexman Server is described in the document

“Installation and Configuration Guide.pdf”. This can be accessed from:
“Start -> All Programs-> AVEVA -> FlexMan 5.2” after installing FlexMan 5.2 from the
Installation CD.

3.2.2 AVEVA P&ID 12.1.SP1 32bit

 Microsoft Windows XP and 7 32bit

 Microsoft Office 2010 32bit; including Microsoft Excel 2010 32bit

 Microsoft SQL Server 2008 R2 Express Edition

 Flexman Server: Configuration of the Flexman Server is described in the document

“Installation and Configuration Guide.pdf”. This can be accessed from:
“Start -> All Programs-> AVEVA -> FlexMan 5.2” after installing FlexMan 5.2 from the
Installation CD.

3.3 Microsoft SQL Server Express

Please follow the instructions below to install SQL Server 2008 R2 Express Edition.

The pictures below show the steps that are followed while running a successful local
installation of SQL Server R2 Express Edition. Please also see Appendix 1 for the AVEVA
P&ID SQL Server - User configuration and Appendix 3 for the Troubleshooting Installation
issues.

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 Figure 3.3-1. Selection of New Installation

Figure 3.3-2. Setup Support Rules, after selecting New Installation

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 Figure 3.3-3. The Upgrade process is launched automatically

Figure 3.3-4. The Setup Support Files process is launched automatically

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 Figure 3.3-5. The Setup Rules Files process is launched automatically

Figure 3.3-6. Selection of New Installation

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 Figure 3.3-7. Accepting the license terms

Figure 3.3-8. Feature Selection

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 Figure 3.3-9. Selection of Default Instance Configuration

Figure 3.3-10. Server Configuration

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 Figure 3.3-11. Selection of Windows Authentication Mode

Figure 3.3-12. Error Reporting

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 Figure 3.3-13. Installation Progress

Figure 3.3-14. Installation Completed Successfully

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 Figure 3.3-15. Opening SQL Server Management Studio, From Widows, All Programs

Figure 3.3-16. SQL Server Management Studio, Environment Configuration

Figure 3.3-17. Connecting to the Server

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 Figure 3.3-18. Successful connection to the Server

Finally, the P&ID users that will connect to project the Database should have configured some
privileges in Microsoft SQL Server Management Studio. Please see the pictures below.

Figure 3.3-19. Microsoft SQL Server Management Studio, Login Properties

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 Figure 3.3-20. Login Properties Privileges

The User Mappings should include the Database Role Memberships displayed in the picture
below.

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 Figure 3.3-21. Database Role Memberships

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3.4 AVEVA VPE Workbench Interface (only for AVEVA VPE
Workbench Users)
The following configuration is required in AVEVA P&ID to set up the interface between AVEVA
P&ID and AVEVA VPE Workbench.

Installing the VPE Middle Tier

During the installation of AVEVA P&ID, Workbench Components should be installed in the
Middle Tier machine.

Figure 3.4-1. Installation Workbench Components

Configuring the Windows service for EngAPI

Check ing the Windows status of the EngAPI Service

Please run “%SystemRoot%\system32\services.msc /s” to open the services running on the
machine.

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 Figure 3.4-2. Checking the Windows status of the EngAPI Service

Please check that the service status of “AVEVA PID ENGAPIService” is "Started".
Changing Ports
Please run the application “EngAPIWCFWinService” located at
C:\AVEVA Plant\Engineer\P&ID 12.1.SP1\Aveva EngAPI Service
then in the dialog box displayed change the port used by the service and restart the service.

Figure 3.4-3. VPE Service Settings

Starting the EngAPI Service

To start up the service successfully, users must enter the same user nam e and password that
was used during the installation of the service (since the settings are stored on the Registry of
the local machine).

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 Figure 3.4-4. Starting the EngAPI Service

Configuring the AVEVA P&ID Client

This procedure is carried out using the AVEVA VPE Workbench Information Set of the AVEVA
P&ID Project Administration program.

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 Figure 3.4-5. Configuring the AVEVA P&ID Client

The VPE.ini file identified in the VPE Config File field provides a list of the available VPE
Workbench projects. This file is provided by VPE Workbench. Users may copy this file to their
local machines.

The VPE Service Path is the http path used to connect to the EngAPI service. After creating a
new project, the user is expected to change the server “WBServer” and port “8080” settings to
the middle tier server name and port.

The Test button is provided to check whether the service is ready to use. This test button will
check whether the service:

 exists at path provided by VPE Service Path

 is started on VPE Middle Tier
 can connect to VPE Workbench

The Publisher Folder is the location to which synchronized files from the AVEVA P&ID
project's "Vantage" folder are copied. This folder will be continuously watched by the Publisher,
and when synchronized files are copied to this folder; it will publish them to the Subscriber.
The Publisher folder name should match with that of the Publisher configuration file.

The user can select the Database Project from available list. The project list will be populated
with those listed in the VPE.ini file.

The Export to VPE Workbench check box controls the default setting of the Export Data to
Publishing Area checkbox on the Synchronise dialog.

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 Figure 3.4-6. Export to VPE Workbench check box

After loading data into VPE Workbench, Subscriber will send e-mails reporting the status of
load process. The e-mail addresses will depend on machine user ids of P&ID users. If a user id
is not in the e-mail address table then e-mail will be sent to the USERNAME_DEFAULT e-mail
address. Typically, the format of these e-mails will be as below:

Figure 3.4-7. E-mail Report

Synchronising

The Synchronise procedure will copy the files from "Vantage" folder to Publisher folder if the
Export Data to Publishing Area checkbox is checked on the Synchronise dialog. On
successfully copying the files, the Publisher service will export these files to the Subscriber.
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Batch Loading data to VPE Workbench

Figure 3.4-8. Batch Loading data to VPE Workbench

The Select Drawings to Publish window lists the drawings in the "Vantage" folder. Users can
select drawings from list and click on the > button to copy these drawings to Publisher folder.
They will be displayed in the Publishing Area list.

The >> button will copy all the listed drawings into the Published folder. On successfully
copying the files, the Publisher service will export these files to the Subscriber.

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If middle tier has older VPE Workbench versions like 5.6 or 5.7 installed on it, and Publisher is
not installed on the machine, drawings can be loaded to VPE Workbench from the Publisher
folder by:
 Checking the Using Workbench Legacy Version (5.6/5.7) checkbox. This will enable the
Login button.

 Selecting the files to be loaded as described above, using the > and >> buttons (the
Clear button will delete selected files from Publishing Area list).

 Logging in. After a successful login, the Load button will be enabled.

 Clicking the Load button to load the drawings to VPE Workbench (5.6/5.7). The load
progress will be shown in the progress bar, and status messages will be displayed in
the text box below.

 The View Log button will open a log file containing the status messages from VPE
Workbench load process.

 The files successfully loaded to VPE Workbench will be removed from the Publishing area.

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3.5 New Middle Tier Installation, new Interface AVEVA P&ID
– AVEVA Instrumentation / AVEVA Electrical
A new Middle Tier Installation is included in the release of AVEVA P&ID 12.1.SP1.

In previous releases Users had install AVEVA P&ID and AVEVA Instrumentation / Electrical in
the same machine to load P&ID data in AI and AE. The new Middle Tier Installation, includes
an enhancement that allows loading data in AI /AE from P&ID and viewing the P&ID diagram
without having a local installation of AVEVA P&ID.

The data is loaded in AI / AE through the Compare / Update functionality in AI and AE.

Requirements:

 Install the Middle Tier component in the AI / AE Client Machines from the AVEVA P&ID
installation files (Folder “Middle Tier installation ONLY”).

 Have the P&ID and AI / AE machines in the same network.

Notes:

 When AI or AE connect to AVEVA P&ID, the interface will check for the existence of a
P&ID Licence.

 If the User wants to load AI or AE data in AVEVA P&ID, the installations of AI or AE and
AVEVA P&ID are required in the same machine.

Summary:

 AVEVA P&ID and AI / AE in the same machine: client installations are required for each
application and the interface will work in both directions, from AVEVA P&ID to AI / AE and
vice versa.

AVEVA P&ID and AI/ AE in different machines but the same network: the Middle Tier
Installation from AVEVA P&ID is required in the AI / AE client machines. The interface will only
work to load P&ID data in the AI / AE machine.

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4. AVEVA P&ID INSTALLATION AND
CONFIGURATION
User must log-in as Administrator before running the Installation. User must uninstall previous
P&ID versions before running the 12.1.SP1 Installation. Please see Appendix 3 for the
Troubleshooting Installation issues.

AVEVA P&ID installation and configuration utilises two separate wizard tools to assist the user
to complete the initial set up and install and the subsequent creation and/or upgrade of
projects, they are:

 AVEVA P&ID Setup Wizard: This wizard will install the software on your local machine,
note AutoCAD must be installed on the local machine as well; project files can be installed
on a shared network using the AVEVA P&ID Project Wizard. This setup is used also to
install the services on the middle tier machine.

 AVEVA P&ID Project Setup Wizard: Detailed instructions for the use of the installation
wizard are provided in Paragraph 4.2.

Existing projects must be upgraded before the application is used, please see Paragraph
4.2.3. AVEVA P&ID supplies three sample projects at the following location

\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\IPE

\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\SAM
\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\TRA

Sample drawings at the existing projects are located at:

\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\IPE\Drawings

\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\SAM\Drawings
\..\AVEVA Plant\Engineer\P&ID 12.1.SP1\Projects\TRA\Drawings

The Project Setup Wizard can be used to: (see Paragraph 4.2)

 Install a project shortcut only: for existing and upgraded to the latest version projects such
as the sample projects

 Install a new P&ID project: for setting new projects

 Upgrade an existing P&ID project from previous versions: for existing projects that were
drawn in previous AVEVA P&ID versions.

If users do require AVEVA P&ID 12.1.SP1 to connect to AVEVA VPE Workbench they should
follow the installation instructions for connecting to VPE Workbench, please see Paragraph
3.4.

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4.1 AVEVA P&ID 12.1.SP1 Setup Wizard
4.1.1 AVEVA P&ID 12.1.SP1 Setup Wizard for Client PC.

Note: If AutoCAD is not installed in the local machine, the installation will not be run and a
warning message will be displayed. Please see Appendix 3 for the Troubleshooting Installation
issues.

Running “PID12.1.SP1 Windows Installer Pack age” activates the AVEVA P&ID Setup Wizard.
The wizard presents the user with a series of instructions. The user is required to complete
each instruction and provide information where appropriate before proceeding to the next phase
of the setup. At any phase of the setup, the user may abort the installation by the “Cancel”
button. On initialising the wizard, the user is presented with the following splash screen. Click
on the “Next” button to continue to the terms and conditions page screen.

Figure 4.1.1-1. Welcome screen

After the Welcome screen, the Custom Setup screen is displayed.

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 Figure 4.1.1-2. Custom Setup screen

The Custom Setup screen has the following configuration options:

 P&ID: this will install all the files that are needed to run the application on the client
machine. You will be able to browse the required location for installation. It has the
following child elements.

o Colour Utility: this will install the AVEVA P&ID Colouring Utility.

o P&ID Interface API: this will install the interface feature that enables exports
of P&ID date to other AVEVA or third party products.

o P&ID to ISO 15926 adapter: this will install the adapter which produces ISO
15926 representation of AVEVA P&ID drawings.

o Project Wizard: this will install the feature for setting up new AVEVA P&ID
projects or upgrading old projects.

o P&ID Administrator: this will install the Project Administrator application that
configures the project settings.

o PDMS Interface: this will install an interface which integrates AVEVA P&ID
to AVEVA Schematic Model Manager Database. This feature has a browse
function that can be used to browse the location of the PDMS installation.

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 o AVEVA Drawing Upgrade: this will install the features for upgrading non
intelligent AutoCAD drawings to AVEVA P&ID.

o AVEVA Document Manager: this will install the features for comparing
versions of P&ID drawings or P&ID Reports.

 AVEVA Net Components: this will install an interface for connecting P&ID to the AVEVA
Net staging Area

 Reports: this will install an engineering database which is used for managing project
drawings data and produce custom reports in excel.

The options required for installing AVEVA P&ID 12.1.SP1 on to a local machine are selected
by default; see Figure 4.1.1-3 below. To select the required features, left-click at the icons and
the following options will appear.

Figure 4.1.1-3. Selection screen

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 Will be installed on local hard drive : this will only install the particular feature on local
hard drive.

 Entire feature will be installed on local hard drive : this will install all the features
under the parent feature.

 Will be installed to run from network and Entire feature will be installed to run
from network, please see the table below.

Must be installed on Local Can be installed on local

Feature Machine and cannot be Machine or installed to
installed to run from network run from network
P&ID YES
Colour Utility YES
P&ID Interface API YES
P&ID to ISO 15926 adapter YES
Project Wizard YES
P&ID Administrator YES
PDMS Interface YES
AVEVA Drawing Upgrade YES
AVEVA Document
YES
Manager
AVEVA Net Components YES
Report YES

 Entire feature will be unavailable : this will disable the feature and will not be installed.

The “Reset” button is available to load the default settings.

Please click “Next” to continue. The next screen is the P&ID Loader Path. If required change
the selected path by clicking the “Change…” button. Please Click “Next” to continue.

The next screen is the Ready to Install P&ID. Click on “Install” to begin the installation and
“Back” if any changes are to be made. The “Cancel” button will exit the Wizard.

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 Figure 4.1.1-4. Ready to Install P&ID screen

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 Figure 4.1.1-5. Progress Installation screen

See below the final screen of the Setup Wizard. Please note the P&ID Project Wizard can be
launched from this screen.

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 Figure 4.1.1-6. Installation completed screen

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4.2 AVEVA P&ID Project Setup Wizard
The P&ID Project Setup Wizard undertakes three distinct functions:

 Creation of new AVEVA P&ID projects, please see Paragraph 4.2.1.

 Install shortcuts for existing and already upgraded AVEVA P&ID projects i.e. projects
already upgraded to the latest version; please see Paragraph 4.2.2.

 Upgrade of projects from previous versions, for instance projects from P&ID 12.0.SP3 or
12.1 to AVEVA P&ID 12.1.SP1; all existing projects must be upgraded before using
P&ID 12.1.SP1; please see Paragraph 4.2.3.

The P&ID Project Setup Wizard can be initiated by the following routes/methods:

 From the Windows Start menu -> All Programs -> AVEVA Plant -> Engineer -> P&ID 12.1
SP1 -> P&ID Project Wizard

 Running the wizard “Pidproj.exe” from the application located at:

<DRIVE>\AVEVA Plant\Engineer\P&ID 12.1.SP1\Install\Exe. ; (<DRIVE> e.g. C:\Program
Files, etc.)

On initializing the wizard, the user is presented with the following “Welcome” screen:

Figure 4.2-1. Welcome screen

The wizard presents the user with a series of instructions. The user is required to complete
each instruction and provide information where appropriate before proceeding to the next phase
of the setup. At any phase of the setup, the user may abort the setup by utilising the Cancel
button.
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On the second screen, AutoCAD Details screen, enter the Project Units and the location of the
AutoCAD Installation Directory. For instance “C:\Program Files\AutoCAD 2011”.

Figure 4.2-2. AutoCAD Details screen

Click “Next” to go to the Project Details screen. It requires the user to detail which of the three
distinct options the user would like to perform:

 Create a new P&ID project. Please see paragraph 4.2.1.

 Install shortcuts for existing and already upgraded AVEVA P&ID projects. Please see
paragraph 4.2.2.

 Upgrade an existing P&ID project from previous versions. Please see paragraph 4.2.3.

The user can only select one of the three options. Each of the options and resulting
consequences of selection are discussed in the following sections.

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4.2.1 Creating a new AVEVA P&ID Project

Select the “Install a New P&ID Project” option in the Project Details screen. Click “Next” to
continue.

Figure 4.2.1-1. Project Details screen

In the Project Name screen, enter the Project Name or Number. This information is mandatory.
The Project name can be alphanumeric but cannot have spaces.

Note: The name of the project must not have more than eight characters if the P&ID project is
going to be integrated with AVEVA VPE Workbench.

In the example below the project name is PRJ1. Click “Next” to continue.

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 Figure 4.2.1-2. Project Name screen

The screen below is used to set the database Server Name and the information to log into the
Server with Administrator Rights. Two options are available to log into the server:

 Windows Authentication (Windows User Name and Password).

 SQL Server Security.

Figure 4.2.1-3. Project Database Server

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Please click on “Test Connection”. If the log-in details are correct the following message will be
displayed.

Figure 4.2.1-4. Test connection succeeded message

On the Project Location screen, enter the project location. Click “Next” to continue.

Figure 4.2.1-5. Project Location screen

On the P&ID details screen enter the location where AVEVA P&ID is installed.

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 Figure 4.2.1-6. P&ID Details screen

The next screen is an information screen. This notifies the user that the project set up has
been completed and the creation of the new project can be commenced.

Click “Next” to continue.

Figure 4.2.1-7. Confirm Action screen

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A progress bar of setup status will appear once the “Next” button is clicked. The application
will not open AutoCAD but some functionality will be run behind the scene to create the
project. This might take a few seconds.

Figure 4.2.1-8. Progress Bar screen

The last screen is the Project Setup Status and notifies the user of the success/failure of the
project creation. This screen is the final phase of the Project Wizard and on selection of
“Finish” the wizard is closed.

Figure 4.2.1-9. Project Setup Status screen

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4.2.2 Install a Project Shortcut Only

Select “Install a Project Shortcut Only”.

Figure 4.2.2-1. Project Details screen

The screen below is used to set the database server name and the Administrator Rights.

Figure 4.2.2-2. Project Database Server

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Click “Next” to continue. In the P&ID details screen enter the location where AVEVA P&ID is
installed and click “Next” to continue.

Figure 4.2.2-3. P&ID Details screen

On the Browse for Folder screen below, enter the location of the existing P&ID project, for
instance:

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 Figure 4.2.2-4. Select existing project directory

Figure 4.2.2-5. P&ID Project screen

Click “Next” to continue. The next screen is an information screen; this confirms the Project
chosen and notifies the user that the project set up is completed and the creation of the
shortcuts can be commenced. Click “Next” to continue.
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 Figure 4.2.2-6. Confirm Action screen
A progress bar of setup status will appear once the “Next” button is clicked. The application
will not open AutoCAD but some functionality will be run behind the scene to create the project
shortcut. This might take a few seconds.

Figure 4.2.2-7. Progress Bar screen

The last screen is the Project Setup Status and notifies the user of the success/failure of the
project shortcut creation. This screen is the final phase of the Project Wizard and on selection
of “Finish” the wizard is closed.

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 Figure 4.2.2-8. Project Setup Status screen

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4.2.3 Upgrade an Existing P&ID Project

All existing projects must be upgraded before using P&ID 12.1.SP1. The upgrade process will
perform the following tasks:

 Redirect the P&ID project to the new 12.1.SP1 installation by revising the paths in the
PID.PRJ file.

 Add new directives using information entered into the Wizard during the upgrade process .

Select “Upgrade an Existing P&ID Project”. The Shortcut Location box will be automatically
greyed out on selection of the upgrade option.

Figure 4.2.3-1. Project Details screen

The screen below is used to set the database Server Name and the information to log into the
Server with Administrator Rights. Two options are available to log into the server:

 Windows Authentication (Windows User Name and Password).

 SQL Server Security.

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 Figure 4.2.3-2. Project Database Server

Please click on “Test Connection”. If the log-in details are correct the following message will be
displayed.

Figure 4.2.3-3. Test connection succeeded message

Click “Next” to continue.

On the P&ID details screen please enter the location of the P&ID installation.

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 Figure 4.2.3-4. P&ID Details screen

Click “Next” to continue.

On the P&ID Project screen, click on “Browse…” and enter the location of the existing P&ID
Project.

Figure 4.2.3-5. P&ID Project screen

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 Figure 4.2.3-6. Select existing project directory

The next screen is an information screen, it notifies the user that the project set up is
completed and the upgrade of the project can be commenced.

On the Confirm Details screen check that the Project name is correct.

Note there is a checkbox on this screen which allows “Update Project Paths for this Project”, it
can be checked if user wants to update the project paths, for example if the project was moved
to a different location.

Click “Next” to continue.

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 Figure 4.2.3-7. Confirm Action screen

A progress bar of setup status will appear once the “Next” button is clicked. The application
will not open AutoCAD but some functionality will be run behind the scene to upgrade the
project. This might take a few seconds.

Figure 4.2.3-8. Progress Bar screen

The last screen is the Project Setup Status and notifies the user of the success/failure of the
project upgrade. This screen is the final phase of the Project Wizard and on selection of
“Finish” the wizard is closed.

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 Figure 4.2.3-9. Project Setup Status screen

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4.3 Project Administrator – Required Configuration
The following 'pre-use' configuration must be completed before using AVEVA P&ID 12.1.SP1.

4.3.1 Reassign Custom-names to the new tag fields

If your project has custom-names, set for the labels of Equipment and Instrument tag fields,
you must complete the following procedure, if custom-names are not set, please ignore the
following procedure and save the previous changes executed at the Project Administrator.
Figures 4.3.1-1 & 2 show the Project Administrator, Instrument and Equipment tag labels set
without custom-names assigned

Figure 4.3.1-1 Custom-names UNSET for instruments tag labels

Figure 4.3.1-2. Custom-names UNSET for equipment tag labels

If your project has custom-names set for the labels of Equipment & Instrument tag fields (i.e.
label names that have been set using previous versions of AVEVA P&ID), you must redefine
these names before working with the project.

In the following example, custom-names have been defined for Equipment tag labels.

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 Figure 4.3.1-3. Custom-names SET for equipment tag labels

Within AVEVA P&ID 12.1.SP1 two additional tag fields can be used to identify instruments
and equipment by configuring 6 tag fields at the Project Administrator, Instrument -> Settings
and Equipment -> Settings; please Figures 4.3.1-4 & 5 below.

Figure 4.3.1-4. Selection of 6 Tag fields for Instruments

Figure 4.3.1-5. Selection of 6 Tag fields for Instruments

Then two additional fields for setting the name of the labels are visible and unset at the Project
Administrator “Instrument -> Settings” and “Equipment -> Settings”; see Figure 4.3.1-6 below.

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 incorrect

Figure 4.3.1-6. Incorrect setting of Custom-names for tag labels

Please correct the custom-name of each label in accordance with your project conventions, as
shown in Figure 4.3.1-7 below.

correct

Figure 4.3.1-7. Correct setting of Custom-names for equipment tag labels

Note: You can also assign names to Fields 5 and 6. Please do not use system names when
defining custom-names i.e. Block, Function, Prefix etc.

Once all configurations have been made, please SAVE the changes made in AVEVA
P&ID Project Administrator before opening the P&ID project.

4.3.2 Revision ‘List of Values’

If your project is configured to use 6 tag fields for labelling instrument items, it will be
necessary to revise and set new values for “Instrument Label Positional Data”. This is to
provide custom-names for the two new Tag fields, Block and Function. This can be set using
the AVEVA P&ID Project Administrator, see 'List of Values' page and then select 'Instrument
Label Positional Data'. See Figure 4.3.2-1 below.

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 Figure 4.3.2-1. Instrument Label Positional Data for the two new tag fields

Once all configurations have been made, please SAVE the changes made in AVEVA
P&ID Project Administrator before opening the P&ID project.

4.3.3 Revision Label Types

Some of the new functionalities provided in AVEVA P&ID (e.g. 6 tag fields, actuator symbols,
etc.) will necessitate a review of the values set for the Drawing Layers of the new Label Types.
Initially the new Label Types will be set to “AS_LAB” as default. We advise that these settings
are reviewed & re-assigned in accordance with your project conventions. See Figure 4.3.3-1
below.

Figure 4.3.3-1. Drawing Layers for the new tag fields

Once all configurations have been made, please SAVE the changes made in AVEVA
P&ID Project Administrator before opening the P&ID project.

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4.3.4 Revision of Item Type Layers

Some of the new functionalities provided in AVEVA P&ID (e.g. 6 tag fields, actuator symbols,
etc) will necessitate a review of the values set for the Drawing Layers of the new Item Types (->
Standard). Initially the new Item Types will be set to “AS_LAB” as default. We advise that
these settings are reviewed & re-assigned in accordance with your project conventions. See
Figure 4.3.4-1 below.

Figure 4.3.4-1. Drawing Layers for the new Item Types

Once all configurations have been made, please SAVE the changes made in AVEVA
P&ID Project Administrator before opening the P&ID project.

4.4 Upgrading old Projects from AVEVA VPE P&ID 7.2.SP2

and other previous versions to AVEVA P&ID 12.1.SP1
This procedure is not required for AVEVA VPE P&ID 7.2.SP3 users that are upgrading to
AVEVA P&ID 12.1.SP1.

A revised version of pipe lines that improved the performance and usability of the application
considerably was introduced with AVEVA VPE P&ID 7.2 SP3. For projects developed using
previous versions of AVEVA P&ID, an upgrade of the pipes and symbols on the project
drawings is required before the drawings can be used in AVEVA VPE P&ID 7.2 SP3, AVEVA
P&ID12.0. 12.1 and 12.1.SP1.

It is mandatory to verify that all the pipes are valid in 7.2 SP2 (or previous 7.2 versions) before
executing the upgrade process. This validation process can be executed by using the
command “net validate all”.

It is also mandatory to Synchronise each of the drawings to be upgraded, using the Legacy
version (version of the original files and in the legacy version machine); this process must be
successful and the Output files generated must be kept in the Project Area (e.g. …Vantage\...)

Then the all project files must be copied in the 12.1.SP1 machine where the upgrade process
will be continued. Once the files are copied in the 12.1.SP1 machine, the project must be
upgraded using the Project Wizard as usual; this process does not upgrade the pipes and the
symbols but it upgrades the project from legacy versions to 12. 1.SP1.

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Upgrading the Symbol Library

The next step is to upgrade symbols and then run the AVEVA Legacy Project Upgrade Utility
Upgrading the Symbol Library. The upgrade procedure for symbols in the project symbol library
is as follows:

1. After installing the application and before opening the P&ID application, open the AVEVA
P&ID Project Administration Program.

2. In 7.2 SP3, 12.0 12.1 and 12.1.SP1, all symbols in the symbol must have ports. To
upgrade the symbols in the symbol library by adding ports, access the Symbols
Information Set, and click on the Upgrade... link in the Upgrade Symbols section. Wait
until the process is finished.

Note: Only the symbol files located in the \PMETSYM (Metric projects) or \PIMPSYM
(Imperial projects) symbol folders, or in sub-folders in these folders, are included in the
upgrade.

3. If symbols with only one pipe connection point, such as Nozzles and Pipe Flags, are to
have ports added to them, the Place ports on symbol with one connection point checkbox
must be checked before the Upgrade... link is selected. Alternatively, ports must be added
to such symbols manually.

Note: If single connection symbols are included in the upgrade, it is recommended that
they are checked afterwards to ensure that ports have been placed on the correct sides
of the symbols. It is not always possible for the upgrade routine to detect which this is.

4. A log file is created in the project symbol folder that contains lists the symbols that were
correctly upgraded, any errors that occurred, and warnings that single connection symbols
were upgraded (and therefore should be checked). For example:

[C:\AVEVA Plant\Engineer\P&ID12.1.SP1\PROJECTS\IPE\Autocad\Pmetsym\NV.DWG]
[VLV] successfully upgraded
Error: Symbol not found in project area [WEVA]
Warning: Symbol with single insertion point [C:\AVEVA Plant \Engineer\P&ID
12.1.SP1\PROJECT\IPE\Autocad\Pmetsym\Line Fittings\FLAG2.DWG] [PFL]

The log files are best viewed in WordPad.

5. To manually upgrade symbols, click on the Open Symbol Editor Window… link then insert
the ports using the Symbol Editor. Close the editor by clicking Close Symbol Editor
Window….

6. Save the Project Administrator.

Upgrading Symbols and Pipes on Drawings

1. Once the symbol library has been upgraded, the existing symbols and pipes on the project
drawings can be upgraded from the revised symbol library. This is done using the AVEVA
P&ID Upgrade Utility.

Notes: If upgrading symbols from a legacy project, the drawings must first be
synchronised (see Synchronising Data with a VPE Workbench Database).
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 The output files generate by the synchronisation process must be available in the AVEVA
Data Path directory.
The project .PRJ file must be available for selection (see below).
The INST.VAL, EQUIP.VAL and PID.SYM must be available in the Validation directory.
It is recommended that the upgraded symbols are tested in an empty drawing before
proceeding to edit real project drawings.
Select AVEVA Plant > Engineer > P&ID 12.1 > AVEVA P&ID Upgrade Utility > AVEVA
P&ID Project Upgrade from the Programs menu.
The AVEVA Legacy Project Upgrade dialog is then displayed

2. In the Select Input Folder field, enter the folder in which the drawings to be upgraded are
located, or press the Browse button and browse for the location. The full location and file
name of each AVEVA P&ID drawing in the selected input folder is the listed in the dialog.

3. In the Select P&ID Project File field, enter the location and file name of the configuration
file (.PRJ) of the P&ID project associated with the drawings, or press the Browse button
and browse for the file.

4. In the Select Output Folder field, enter the folder in which the upgraded drawings are to be
placed, or press the Browse button and browse for the location.

5. The utility may optionally be used to export data from drawings to XML files in ISO 15928
format. This data can subsequently be imported into AVEVA PDMS using Schematic
Model Manager. If this is required, check the ISO 15926 checkbox.

6. In the Select ISO Output Folder field, enter the folder in which the XML files are to be
placed, or press the Browse button and browse for the location.

7. Select ISO 15926 schema version to be used, either 3.2 or 3.3.

8. If all the P&ID drawings found in the input folder are to be upgraded (and optionally have
data exported from), select the Select All checkbox. If only certain drawings are to be
upgraded and exported from, check or uncheck the Select File checkboxes for the
individual drawings as required.

9. Select the Process button. The upgrade operation then takes place.

10. When a drawing has been processed successfully, a green tick is displayed in its
Progress field. A red cross is displayed if the drawing is processed with errors.

11. To stop the operation, select the Cancel button.

12. Once a drawing has been processed, details of errors and warnings can be viewed by
selecting its View Log File button.

13. Close the utility by selecting the Exit button.

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4.5 Additional notes about AVEVA P&ID 12.1.SP1

4.5.1 Split Pipe Label without Pipe Label Symbol

If this configuration is selected (at Pipes Labels -> Split Format), the option “Y” Offset Above
Line will not execute any offset, since the user is inserting the label at the desirable position at
the P&ID. The “Y” Offset Below Line will be based on the position of the inserted label (first
split text) i.e. the second text will be offset from the first one by using the “Y” Offset Below
Line.

4.5.2 Split Pipe Label with Pipe Label Symbol

If this configuration is selected, the option “Y” Offset Above Line (at Pipes Labels -> Split
Format), will offset the insertion of the first split text (based on the Pipe Label Symbol offset
configuration).

4.5.3 Update Pipe Tag functionality

This functionality does not work for split pipe labels.

4.5.4 Spec Driven Data Import from PDMS

A PML function can be adapted by a customer to filter the Specification data. The order in
which the data is listed must as described below as the code to import the data into P&ID
relies on this.

The correct order is:

Specification Name, Symbol Name, Catalogue Reference, Bore 1, gtype, bore2

These must be delimited by a one space character.

AVEVA P&ID will display the report correctly only if the names from the report (from PDMS)
correspond to the symbol names configured at the P&ID Project Administrator. Verify that the
report is correctly imported by revising the P&ID project database at the Project Projmet folder,
e.g.: C:\AVEVA Plant\Engineer\P&ID 12.1.SP1\Project\IPE\Autocad\Projmet\IPE.mdb Below
is a sample PML function report:

/A1A /A1A/RE500x400:500_400 /AARE2001Y 500 REDU 400

/A1A /A1A/XER:500_400 /XAARE2001Y 500 REDU 400
/A1A /A1A/RC500x450:500_450 /AARC2001Z 500 REDU 450
/A1A /A1A/RE500x450:500_450 /AARE2001Z 500 REDU 450
/A1A /A1A/XER:500_450 /XAARE2001Z 500 REDU 450
/A1A /A1A/RC600x400:600_400 /AARC2003Y 600 REDU 400
/A1A /A1A/RE600x400:600_400 /AARE2003Y 600 REDU 400
/A1A /A1A/XER:600_400 /XAARE2003Y 600 REDU 400
/A1A /A1A/RC600x450:600_450 /AARC2003Z 600 REDU 450
/A1A /A1A/RE600x450:600_450 /AARE2003Z 600 REDU 450
/A1A /A1A/XER:600_450 /XAARE2003Z 600 REDU 450
/A1A /A1A/RC600x500:600_500 /AARC20031 600 REDU 500

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/A1A /A1A/RE600x500:600_500 /AARE20031 600 REDU 500
/A1A /A1A/XER:600_500 /XAARE20031 600 REDU 500
/A1A /A1A/RE600x550:600_550 /AARE20032 600 REDU 550
/A1A /A1A/XER:600_550 /XAARE20032 600 REDU 550
/A1A /A1A/KT15 /A0KD330D0 15 CAP 0
/A1A /A1A/KD15 /A0KD530D0 15 CAP 0
/A1A /A1A/KT20 /A0KD330E0 20 CAP 0
/A1A /A1A/KD20 /A0KD530E0 20 CAP 0
/A1A /A1A/KC65 /AAKC200K0 65 CAP 51
/A1A /A1A/KC80 /AAKC200L0 80 CAP 64
/A1A /A1A/KC100 /AAKC200N0 100 CAP 76
/A1A /A1A/KC150 /AAKC200R0 150 CAP 102
/A1A /A1A/KC200 /AAKC200T0 200 CAP 127
/A1A /A1A/KC250 /AAKC200V0 250 CAP 152
/A1A /A1A/KC300 /AAKC200W0 300 CAP 178
/A1A /A1A/KD25 /A0KD330F0 25 CAP 0
/A1A /A1A/KD40 /A0KD330H0 40 CAP 0
/A1A /A1A/KD50 /A0KD330J0 50 CAP 0
/A1A /A1A/KM15 /ABKM600D0 15 PCOM 0
/A1A /A1A/KM20 /ABKM600E0 20 PCOM 0
/A1A /A1A/VG15 /A0VG3X0DD 15 VALV 45
/A1A /A1A/VH15 /A0VH3X0DD 15 VALV 33
/A1A /A1A/VC15 /A0VC3X0DD 15 VALV 60
/A1A /A1A/GA-1117:15 /VGVG5XRDD 15 VALV 21
/A1A /A1A/GL-1132:15 /VGVH5XRDD 15 VALV 28
/A1A /A1A/CK-1429:15 /A0VJ5X0DD 15 VALV 26
/A1A /A1A/VG20 /A0VG3X0EE 20 VALV 56
/A1A /A1A/VH20 /A0VH3X0EE 20 VALV 38
/A1A /A1A/VC20 /A0VC3X0EE 20 VALV 64

In the generated report care must be taken to remove (if apply) the preceding “/” from the
symbol names. The names must correspond to the P&ID Project Administrator symbol names.
Please note these values can be also changed at project Access database.

4.5.5 Iso Adaptor XML Configuration

There is a presentation mapping file which allows you to configure graphic representation in the
ISO15926 output. It is located at:

C:\AVEVA Plant\Engineer\P&ID
12.1.SP1\Install\Exe\AVEVAPIDtoISO15926\PresentationMap.XML

This mapping file can be used to configure:

 Colour mapping
 Layer visibility
 Background colour

For instance:

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 <?xml version="1.0" encoding="utf-8" ?>
- <presentation>
<environmentVariable ACAD="C:\Aveva\P&ID\Install\AutoCAD\Bin" />
- <removeLayers>
<layer name="AS_PORT" />
<layer name="AS_NONPLOT" />
</removeLayers>
- <colours>
- <colour>
<from index="1" />
<to R="255" G="255" B="0" />
</colour>
- <colour>
<from index="7" />
<to name="red" />
</colour>
</colours>
- <backgroundColour>
<colour_RGB R="0" G="0" B="0" />
</backgroundColour>
</presentation>

4.5.6 PDMS Interface

It is required to set PDMS to work in design or tool box mode to be able to write P&ID data
directly to the Schematic Database; please open PDMS ADMIN module and at the command
window run the next command: “edit module 95 mode SCHE RW” In addition please ensure
that that all the PDMS Project MDBs are in Multi-Write mode, this is required to launch PDMS
through AVEVA P&ID.

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5. SUPPORT DOCUMENTATION
Windows help files are included in the installation of AVEVA P&ID 12.1.SP1, containing
detailed descriptions of all commands, menu options etc . in the product and its peripheral
applications. This is accessed from the help menu in the product.

When first initialised after installation AVEVA P&ID will display a “What‟s new” dialogue box
describing briefly the new features in this version, with hyper links into the help file to display
the detail. This can be switched off by checking the “Don‟t show me this screen again”
checkbox.

5.1 Training
Training courses are available by contacting your local AVEVA business unit. Information
relating to our office locations can be found at www.aveva.com

5.2 Support
Your local AVEVA Business Unit Helpdesk is the single point of contact for all AVEVA P&ID
support requests, such as:

 Requesting assistance in the use of the application software

 Notifying an improvement request or error condition

 Requesting assistance with hardware or software

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Appendix 1 - AVEVA P&ID SQL Server
User configuration
P&ID users and administrators that will configure or connect to a P&ID project Database
should have configured privileges in Microsoft SQL Server Management Studio according to
their roles. Please see the pictures below

Project groups can be created according to user role in the project

 SYSTEM ADMINISTRATOR
 PROJECT ADMINISTRATOR
 PID POWER USER
 PID USER

In the table below you can see the role required for different activities in AVEVA P&ID.

SQL Project P&ID Power

P&ID Modules Tasks P&ID User
Administrator Administrator user
SQL User
SQL Server Creation/Access Yes No No No
Rights
Create new project Yes Yes No No
Project Wizard Upgrade project Yes Yes Yes No
Create Shortcut Yes Yes Yes Yes
Export NA Yes Yes Yes
P&ID Reports Merge/Consolidate
NA Yes Yes No
to database
Create/Modify
P&ID Application NA Yes Yes Yes
Drawings
Project
Modification NA yes Yes No
Administrator
ISO 15926
XML Creation NA Yes Yes Yes
creation

Procedure to assign permissions/Roles in SQL Server

In SQL Server Roles can be granted from the Logins TAB of Microsoft SQL Server
Management Studio.

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Clicking New Login will open the below Screen where System Administrator can create user
logins and assign permissions/rights.
Users can be of either Windows Authentication or SQL Authentication.

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Once user is created, access permissions for the particular user can be granted using
(a) Server Roles
Server-wide security Privileges

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 (b) User Mapping
Database level security privileges.

Note: We have added screen shot of these roles for different types of users below.

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Project Setup - Sequence of Activities
 User with SQL Administrator rights creates a user with PID Administrator rights
 Then SQL Administrator or PID Administrator creates new Aveva P&ID project
 Once project is created, SQL Administrator Creates PID Power user and PID User
 SQL Administrator gives access permission to PID Power User and PID User.
 PID Administrator changes/Modifies Project Administrator Settings.
 PID User Works in P&ID Application.

System Administrator
Typically this role is assigned to a DBA type person in the organization who is in responsible
for database maintenance and administration, this user might not necessary be familiar with
AVEVA P&ID.

Restrictions in AVEVA P&ID: NONE

This user can have following server roles.

By these access rights System Administrator

 Act as a typical DBA role
 Can perform any activity in SQL Server
 All admin rights to user to handle the other login rights
 Have all permissions in the database.

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Project Administrator
This role is assigned to the AVEVA P&ID project administrator; typically this user will be
responsible for setting up the projects using the project wizard and project administrator.
Restriction in AVEVA P&ID:

 Cannot assign roles to other users in SQL Server

This user can have following server roles.

By these access rights Project Administrator

 Using project wizard can create new project, can upgrade project, can create shortcut
 Can Change/Modify Project Administrator settings
 Can Import and consolidate data in P&ID Reports.

P&ID Power User

Power users are typically P&ID reports users or users that are allow consolidating P&ID
changes to P&ID reports databases using synchronize.

Restriction in AVEVA P&ID:

 Cannot create project using project wizard,
 Cannot create new databases using project administrator.

This user should have following server roles.

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Database role in User Mapping for Admin database, project database and PID Report database
should have following access.

By these access rights PID Power User

 Using project wizard can create Project shortcut

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  Using project wizard can Upgrade a project
 Can open Project administrator and allow to modify
 Can create drawings, can add entities and apply properties in P&ID application
 Can consolidate database, can create new columns in P&ID Reports
 Can add/modify datasets in project Administrator

PID User
This role is assign to the P&ID draftsman; they can work with the core application but they will
be restricted in their use of admin tools and P&ID reports database.

Restriction in AVEVA P&ID:

 Cannot create project using project wizard.

 Cannot upgrade a project using project wizard.
 Cannot create new databases using project administrator.
 Cannot consolidate database from synchronize.
 Cannot create new columns in P&ID reports database schema.

This user can have following server role

Database role in User Mapping for project database and PID Report database should have
following access

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By these access rights PID User

 Using project wizard can create Project shortcut

 Can create drawings, can add entities and apply properties in P&I D application
 Can synchronized by keeping the option as “Export to PID Report”
 Can synchronize but cannot consolidate as it will fail to create any new column in the
database if required in case of Dataset’s/UDAs.

Note: We can Restrict PID User to change Administrator settings by giving only Public access
in user Mapping.

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Appendix 2 - Silent Installation of AVEVA
P&ID
AVEVA P&ID can be installed in silent mode (unattended Installation).

For the Main release installation of AVEVA P&ID, ProductDir controls the default installation
path.

msiexec.exe /I PID12.1.SP1.msi /q PRODUCTDIR="D:\AVEVA Plant\Engineer\P&ID

12.1.SP1"
Here /q indicates quiet/silent mode.

For Fix Releases we have to use below command line, Here it will take the main release
installed path by default, i.e. no need to specify the PRODUCTDIR.
"<FULL PATH>\ Setup_2010-11 (32 Bit).EXE" /s
Here /s indicates quiet/silent mode.

Feature list you can use in ADDLOCAL for Main release installation is as follows.

Sr# Feature Name Feature Description

1 CU Coloring Utility Application
2 INT Integration API for AVEVA Instrumentation and AVEVA Electrical
3 PUG AVEVA Legacy Project Upgrade Application
4 REP P&ID Report Application
5 ISO ISO Adapter Application
6 PRJW Project Wizard Application
7 PADM Project Administrator Application
8 PDMSI PDMS Integration Files
9 SAM Standard Project files
10 DUMBPID AVEVA Dumb Drawing Upgrade Utility
11 ENGAPI ENG API Service Installation for Workbench Users
12 PIDLOADER P&ID Data loader for AMB User of Workbench
13 ANETSERVICE AVEVA NET Integration Files
14 COMPAREPID AVEVA Document Manger Application

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Appendix 3 Troubleshooting Installation
issues
Issues defining the default schema to a Windows Group
SQL server is not able to define the default schema to a Windows Group; rather it defines only
at the user level. This means the SQL Security shall not be defined to a windows group
unless the procedure defined by Microsoft is followed.

Please see below some links defining the problem and resolutions:

http://www.red-
gate.com/supportcenter/content/knowledgebase/SQL_Compare/KB200903000374

http://social.msdn.microsoft.com/forums/en-US/sqlsecurity/thread/7d46a024-7ed5-4c9b-b091-
3640dc04f5a1/

http://connect.microsoft.com/SQLServer/feedback/details/328585/default -schema-for-windows-
group

Access rights required to run project wizard

Machine settings:

Each local machine using the Project wizard must have read/write access to the following
areas in the registry

HKEY_CURRENT_USER\Software\AVEVA

HKEY_CURRENT_USER\Software\Autodesk \AutoCAD

HKEY_CURRENT_USER\Software\AVEVA Solutions Ltd

Also each machine must have access writes to the following folders :

C:\Users\User.Name\Desk top\AVEVA P&ID Projects

AVEVA P&ID Project path selected by user must be writeable

C:\Users\User.Name\AppData\Roaming\Microsoft\Windows\StartMenu\Programs\AVEVA
Plant\Engineer\P&ID 12.1.SP1

Database settings:

The User that is creating a new P&ID project using the project wizard must have "db_creator"
permission on the database server.

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Known issues using windows server machine to host
AVEVA P&ID project data
When the network file share for the project files is a Windows 2008 R2 64bit server, please
take into account that Windows Server 2008 uses only SMB v2 (Server Message Block
protocol) by default for connecting to network shares.
Windows XP clients do not support SMB v2 and use SMB v1 instead. This causes delays
when launching the AVEVA P&ID application. Registry changes (as per Microsoft Forums) are
required to force the server to use SMB v1.
http://www.petri.co.il/how-to-disable-smb-2-on-windows-vista-or-server-2008.htm

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Appendix 4 Copy Project Database and
Dataset from Project to Project
In SQL Server, for a project we have three databases. For Example:

 IPE
 ADMIN_ IPE
 PIDREPORTS_ IPE

If drawings have any dataset, export them to as excel file (This tables can be used in
another project)

Open the main database (e.g.-IPE).All the datasets are present with initials as „DATA_SET_‟
as shown below.

Right click the project and select ‟Export Data‟.

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Click Next.

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Click Next

Select ‟Microsoft Excel‟ in Destination. Provide „Excel file path‟.Click Next.

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Select „Copy data from one or more tables or views‟. Click next.

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Select the required Datasets. Click next.

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Select „Run immediately‟. Click next.

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Select „Finish‟

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Close the dialogue.

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To import the tables in another database select Import data

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Click next.

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Select ‟Microsoft Excel‟ in Data source. Provide „Excel file path‟.Click Next.

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Ensure that the Server name and Database name is correct.

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Select „Copy data from one or more tables or views‟. Click next.

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Choose only ones which doesn‟t have “$” at the end. Click next.

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Click next.

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Select „Run immediately‟. Click next & finish the task.

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It shows the tables imported from IPE to SAM

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Copy the project from one site to another site

1. Take backup files of all 3 databases from SQL server. i.e. Project database, Admin
database and PIDreport database

To take a backup of project databases open “Microsoft SQL Server management Studio”
Select database and Back Up….

User has to select individual database to take the backup.

Select database for backup. Select path for backup. Click Ok.

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2. Copy whole project folder and all 3 database .bak files to another site

3. Restore all database backups to client SQL server

4. Select „From device‟ and provide the path for .bak. Select the required database. Now
select the database from dropdown(To database).

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