SmartPlant Instrumentation Training Manual

SMARTPLANT INSTRUMENTATION TRAINING MANUAL

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TABLE OF CONTENTS

1. Introduction............................................................................................................................... 3
1.1 Overview of SPI.................................................................................................................... 3
2. Log On........................................................................................................................................ 4
2.1 Logging on To SPI Administration.........................................................................................4
3. Administration Module..............................................................................................................5
3.1 System Administrator...........................................................................................................5
3.2 Creation of Department.......................................................................................................6
3.3 User Creation....................................................................................................................... 6
3.4 Domain Creation.................................................................................................................. 8
3.5 Domain Backup.................................................................................................................... 9
3.6 Domain Administrator........................................................................................................10
3.7 Owner Creation.................................................................................................................. 11
3.8 Group creation................................................................................................................... 12
3.9 Assigning Users to Group................................................................................................... 13
3.10 Plant hierarchy Explorer...................................................................................................14
3.11 Naming Convention..........................................................................................................17
3.12 Custom Fields (UDF’S)...................................................................................................... 20
3.13 Custom Tables (UDT’S).....................................................................................................21
3.14 Preference Management................................................................................................. 23
3.15 User Access Rights............................................................................................................24
4. SmartPlant Instrumentation Application.................................................................................28
4.1 instrument Index................................................................................................................28
4.2 Tags & Loops creation........................................................................................................ 29
4.3 Specification Module..........................................................................................................35
4.4 Process Data Module......................................................................................................... 40
4.5 Wiring Module................................................................................................................... 43
4.6 Loop Drawing Module........................................................................................................62
4.7 Foundation Fieldbus Segment Wiring................................................................................66
4.8 Browser Module.................................................................................................................80
4.9. Hook-Up’s..........................................................................................................................87
4.10 Document Binder............................................................................................................. 94
4.11 PSR Reports Extraction...................................................................................................104

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1. Introduction

Smart Plant Instrumentation offers a good platform for executing instrumentation design tasks in
simple way. It uses database as background and an Enhance engine to generate the populated
data. Here comes the administration part where the uniformity of generation of reports and
other customization of data inputs are executed. In administration module, there are specific
tasks that help to maintain the uniformity of input and to set the rights of people who can get
access to the tool.

1.1 Overview of SPI

SPI is a Windows based Integrated Instrumentation Engineering, Design and Maintenance

System based on a common Oracle database. It covers most aspects of Instrument
Engineering and Design. The system is broken down into modules that reflect different stages
of instrumentation work. These modules are Process Data, Instrument Index, Instrument
Specifications, Wiring, Hook-up (Installation Details), Loop Diagrams and Calculations.

The system and domain administrators set up the project conventions (e.g. tag, loop number
structure, plant area and unit hierarchy) and allocate access rights to engineers and designers in
SPI by use of the Administration module. There are two types of user-definable fields that are
available for data not normally covered by SPI. UDF’s (User Defined Fields) are data entry fields
and UDT’s (User Defined Tables) are collections of data that become pick lists in the Instrument
Index Module. ENGINEER will assign all UDF’s and UDT’s prior to use. The domain
administrator can set these up in the Administration module. The Administration module also
contains an internal History module, which tracks changes that occur during the project, and an
activity module, which tracks the user’s changes within SPI. Both of these are toggles set by the
domain administrator within the Administration module.

All the modules have reporting facilities, which can be generated, from pre-defined forms and
reports for modules such as the Instrument Index, Specifications, and Wiring.

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2. Log On

2.1 Logging on To SPI Administration

Once the database is set up, open the administration module by clicking

Start All programs  Intergraph Smart Plant instrumentation  Administration to start the
administration module. The default user name and password is,

USERNAME: DBA

PASSWORD: DBA

Once logged on it can be changed to custom username and password on domain administration

File  Change Password gives old password and new password.

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3. Administration Module

There are two types of administration in administration module:

 SYSTEM ADMINISTRATION
 DOMAIN ADMINISTRATION

Once logged on the module pops up open module administration in which one shall carefully
select what administration he/she want to perform. The first step to handle during initialization of
domain is the “system administration”, where the domain is initialized, and source database is
linked.

3.1 System Administrator

Click on to system administrator radio button and click ok, below shown example of the open
administration module popup where the domains are already created. If the domain is to be
newly created, it will be blank.

If need to do administration activities on domain one shall accomplish it by clicking on to the

system administrator radio button (or)domain administrator radio button and the domain to
link listed and click ok to open the respective administration for required job under the required
domain.

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Note: System administration is over all administration of all domains. There is no separate system
administration for each domain. Thus, domain selection is needed while he/she wants to do
change the domain definitions and tuning activities.

3.2 Creation of Department

1. Start the Administration module and log on as System Administrator.

2. With the System Administration window open, do one of the following to open the
Domain Definition window:

 Click Activities > Department.

 Click

3. Click New.
4. Under Department, Description, and Note, type the appropriate values.
5. Click Apply.
6. To edit or delete an existing department, from the Department list, select a department.
7. Click Edit or Delete as you require.
8. Click Close when done.

Note: The software creates a default department with each new domain. If required, you can
assign all your users to this department.

3.3 User Creation

Click Activities  User or by just clinking the user icon in the menu bar once done opens
the User dialog box.

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Under the User dialog box create the users by giving the name and other details

User: Name of the user should be given.

User initials: Any initials for the name in short form, which is helpful in the revision of the
documents part on the tool.

Password: Specify some default password for the user and conform the same in the verify new
password.

Department: Specify the department for the user if it is listed on the dropdown or else create the
department and select for the same. On the checkboxes click system administrator if the person
is administrator (or) click ideal user if the use is a tool user. And click Apply to apply the same to
the user.

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3.4 Domain Creation

Click FileInitialize below window will popup.

Domain — Allows you to type a name for the new domain.

Domain schema name — Allows you to type the Domain schema logon name.

Domain schema password — Allows you to type the Domain schema logon password.

View-Only Domain schema password — Allows you to change the default logon password of the
View-Only Domain schema.

Target domain type

These options enable you to determine the type of the domain that you initialize.

Owner operator — Allows you to initialize the domain as an owner operator domain with As-
Built functionality.

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Engineering company — Allows you to initialize the domain as an engineering company domain.

Click OK — Opens the Domain Data and Indexes dialog box, where you need to perform the next
step of defining initialization settings for your domain data and indexes prior to starting the
initialization process.

Source — If you initialize a new domain from an existing source domain, click this button to open
a dialog box where you can connect to the source domain residing in an Oracle database.

3.5 Domain Backup

To open the dialog box, with the System Administration window open, click File > Backup.

Using this dialog box, you select the INtools_Backup.db database or its copy as the backup
repository. You connect to the backup repository and to the current database that contains a
domain you intend to back up.

Take back up any domain existing in an Oracle or SQL server source database to the backup
repository. The backup repository and its copies are only compatible with the current version of
SmartPlant Instrumentation. After install a new service pack for the current version, you can only
use the backup repository that is shipped with the service pack.

Target database name and path — Allows you to specify the path for the INtools_Backup.db
database.

Browse — Allows you to select the INtools_Backup.db database.

Connect — Connects to the backup repository and opens the Source Database dialog box, where
you can select a domain for backup and start the backup process.

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3.6 Domain Administrator

Domain Administration is a module where all the domain related activities such as setting user
rights, plant area hierarchy creation and setting preferences, naming conventions. All other action
that are set for uniformity of the data input and generation related customizations are done.

To open the Domain administration click

Start  All programs  Intergraph Smart Plant instrumentation  Administration which pops
up the administration module. Click domain administrator radio button and the Domain name
listed and click ok.

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3.7 Owner Creation

Enables the Domain Administrator to define or modify <plant>. ownership. After you define a list
of owners, in the Plant Hierarchy Explorer, we can assign each owner to the appropriate <plants>
that we create. To open this dialog box, with the Domain Administration window open, click
Activities > Owner. Below Pop-up will Appear.

New — Allows you to define a new owner for the current plant. Clicking this button makes all the
fields accessible for editing.

Address 1 / Address 2 / City / State / Zip Code / Country — Type the owner address in these
fields after clicking New or Edit.

Owner note — Type a short note if needed.

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Owner — Select an owner name from this list or type a new owner name after clicking New or
Edit.

3.8 Group creation

New users can be created, and existing users can be edited in this group dialog box. This can be
accomplished by clicking the activities in the menu bar.

To access this dialog box, on the Activities menu, click Group.

SmartPlant Instrumentation group — After you click New or Edit, allows you to select an existing
SmartPlant Instrumentation group or type a new group name.

Description — After you click New or Edit, allows you to enter a group description.

Windows group — After you click New or Edit, allows you to enter the group name of a Windows
group that you want to associate with the specified SmartPlant Instrumentation group. You need
to define a Windows group if the System Administrator has enabled the use of Windows
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authentication logon method, which enables any user who belongs to this Windows group to
access SmartPlant Instrumentation automatically, without having to provide any logon
information.

Note: This option only takes effect after the System Administrator enables the use of Windows
authentication logon method.

3.9 Assigning Users to Group

Once the users, the groups and their access are defined, now it is the step to assign the list of
users to their corresponding groups. It is the administrators job to ensure which user must be
assigned to which group and solely responsible to the user rights provided to the group.

To assign the users to the group. Click on the activities menu on the menu bar.

Click Activities  Assign Users to group option.

This will open the Assign users to Groups dialog box. Under the user list the names of the users
will be displayed. And Group dropdown list box contains all the groups which is been defined
before in the domain.

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 It is needed that the group to which the user to be assigned is selected from the group
drop down list.
 Now from the total number of users in the user list, click and drag the user to the Group
Users Column thus it will assign the users to the specific group and click Apply to apply the
same.
 If any new user to be created click on the User button on the user list window to assign
the new users to the domain.

3.10 Plant hierarchy Explorer

Each project will have plant, their area and their respective units. The plant area hierarchy
explorer helps in creating a plant, the area of the plant and the units in that area. The properties
of each can be given in the plant area hierarchy explorer too.

To open the plant area hierarchy explorer, click on the activities menu in the menu bar.

Click Activities  Plant Hierarchy explorer or CTRL+P or clicking the hierarchy icon on the menu
bar.

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The above activity will pop open the Plant Hierarchy Explorer. In the explorer displays the default
plant if the plant is to be created first or else existing plant will be displayed.

To Create a new Plant: Right click on the Plant Hierarchy Explorer and click New->Plant to open
the Plant Properties (new) dialog box opens.

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Enter the plant details as per the given data to create the new plant with Plant name, Address,
Zip, City, State etc..., and click ok to save the data to plant properties. Once the plant is created
area and the unit should be created.

To Create a new Area: Right click on the Plant Name which is created or already exists and click

New  Area to open the Area Properties (new) dialog box opens.

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Give the Area name and if any notes to the area and click ok. Note that plant hierarchy is disabled
because it is assigned automatically if u were creating area in any one of the plant by right clicking
the plant name.

To Create a new Unit: Right click on the Area name which is created or already exists and click

New  Unit to open the Unit Properties (new) dialog box opens. Follow the same steps as area
creation. Give the unit name and if any notes to the unit and click ok. Note that Area hierarchy is
disabled because it is assigned automatically if u were creating area in any one of the Area by
right clicking the Area name.

3.11 Naming Convention

There are numerous number of tags and loops that can be created in the project. But the
uniformity of creation to be maintained is a tough process. Thus, this problem can be overcome,
with the help of the naming convention which helps in the creation of tags and loops in a uniform
order. Example: loop name can contain (unit-loop function variable-loop number-suffix) this is
one of the example to create a naming convention. There are various standards that is been
adopted by various companies thus naming convention defining also varies. Naming convention is
flexible and note once defined in the domain administration, it will be followed all throughout the
project execution in the SPI tool. To open the naming convention,

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Click Activitiesnaming conventions or else by just clicking on the naming convention icon on
the menu bar.

Naming convention tool bar opens with various options to create naming sequence for the
project which can be used for the whole project execution.

Note: Not only loop and tags can be created with naming convention. There are various other
fucntions that can be defined with the naming convention window. For Example : Analysers,
Device Panles,I/O cards, I/O termination etc…, which is listed under convention drop down list.

When the Naming Convention window pops up, various fields have to be entered to apply the
naming convention to the particular unit .

Plant heierarchy: Displays the plant hierarchy to which the current unit belongs. Click Browse to
specify a desired Unit.

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Copy all conventions from the current unit: Allows you to copy all the naming conventions that
exist in the current unit to every new unit that you create using the Plant Hierarchy Explorer.
This option does not apply to units that already exist in your domain.

Convention : Allows you to select the items on the dropdown list for which you have to give the
naming conventions.

ISA Standard: Allows you to use the ISA standard when defining a naming convention for
instruments or loops. When you click the button, the software automatically displays the naming
convention segments related to the ISA standard.

Loop Standard: Allows you to use the Loop standard when defining a naming convention for
instruments or loops. When you click the button, the software automatically displays the naming
convention segments related to the Loop standard.

Remove trailing spaces in each segment: Enabling it helps you remove the space between the
segments that after declaring the length of the string, if the character is less than provided there
is a string gap which is not filled shows a space. It has limitations and will be applied only for
wiring items, control system tags, and document numbers.

Remove spaces in file names: Enables you to remove spaces from the name of the document
files. When saving a document as a file, the software automatically applies the document item
name to the file name. It has limitations, only available when you select a document from
convention.

Once you decide to give by yourself, add the fields you need to add using the Add button and give
in the segments, which fields you going to use. sequence to be used and type(variable) of the
segment to be used and total number of strings used in one segment and click Apply to apply the
same.

Note: If you already defined a naming convention for instrument tags or loops and want to
modify an existing convention, do not click the button again. Clicking any of these buttons resets
your instrument or loop naming convention to the default settings for the current standard.
Always proceed cautious with naming convention.

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3.12 Custom Fields (UDF’S)

SPI provides the many default fields to enter (Example: Service, Loop number) which is inbuilt to
meet the needs. When project requires more than the inbuilt data such as alarm, trip value it can
be given as custom fields in the domain explorer to use it in the tool for further work. To give
custom fields go to activities,

Click ActivitiesCustom Fields it will open the Custom Fields dialog box.

 In the custom field dialog box first select the plant to which the additional fields are
required .
 Item type drop down list box gives mutilpe items to select, for which custom fields have to
be applied.
 For Example: give the required fields in the definition text box and field type and define
the length with in 40 which is a inbuilt character space.
 Click Apply to apply the same .

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Note: Each item type has minimum of 100 numbers of custom fields that can be used in the tool
and one can also copy from another unit.

3.13 Custom Tables (UDT’S)

SPI provides the many default tables to enter data’s, which is inbuilt to meet the needs. When
project requires more than the inbuilt data such as signal origin and location it can be given as
custom tables in the domain explorer to use it in the tool for further work. To give custom fields
go to activities,

Click ActivitiesCustom Tables it will open the Custom table dialog box.

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 In the custom table dialog box first select the plant to which the additional tables are
required .
 Click on to the checkboxes and give the table name . click Apply to apply the same.

Note: Each Unit has max of 16 number of custom fields that can be used in the tool.

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3.14 Preference Management

Click Activities  Preference Management below Pop-up window will be appeared.

In preference management we can give/map the Temporary folder path, output

document folder path & Symbol Path for Conventional Loop, Panel, Foundation
Fieldbus Loop and Hook-up’s as per the project requirement.

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3.15 User Access Rights

To set access rights for the users created, one shall open the domain definition window in the
domain administrator module by,

Click File  domain or else click on the menu. Remember the data’s which you defined in
the system administrator is disabled to edit here. In this domain explorer, the access rights and

logo for the project along with the notes to the domain is given. Which can be accomplished by
using the buttons on the bottom-right corner of the data definition window. Which is shown as
below.

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Click on the Key icon the bottom-right corner of the data definition window to open access
rights window.

In the group list the list of groups will be displayed and using the keys below the users can be
given access rights.

Displays all the user groups defined in the current domain. For each group, access rights are
defined on three levels: domain, highest plant hierarchy level, and lowest plant hierarchy
level. The Domain Administrator defines plant hierarchy level name in the Plant Hierarchy dialog
box. The default highest level is Plant. The default lowest level is Unit. Double-click a group to
display the access levels.

Domain level: Allows you to grant or deny access to the domain administration tools and global
items, such as supporting tables, default cable and panel managers, UOM definitions, and so
forth. When the domain type is Owner operator, in a project or As-Built, access rights granted on
the domain level do not apply.

Plant Level: Allows you to grant or deny access to specific items and activities that are defined on
the highest plant hierarchy level. The label <Plant> changes dynamically according to your
highest plant hierarchy level definition.

Double-click the icon to display the existing highest plant hierarchy level items, and then select a
specific item.

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Unit Level: Allows you to grant or deny access to specific items and activities that are defined on
the lowest plant hierarchy level. The label <Unit> changes dynamically according to your lowest
plant hierarchy level definition.
Double-click the icon to display the existing lowest plant hierarchy levels, and then select a
specific item.
The above explained is for the individual user access rights definition and it is unique for each
user group.
For each level of plant hierarchy group of users are selected and the global rights can be given.
Global right is given to set of users that shares same level of rights. Thus, enabling the least
redundancy in setting the rights to the user groups.

On the bottom-right corner of the access rights window displays the icons as shown above click
on the global icon on it to open the global rights dialog box.

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Give mostly full rights to all the users on 1) Access Mode

2) Access rights on the level<Plant>
3) Access rights on the level<Unit>
Note: If preferred to give rights to users in selected levels then the global revisions can be
ignored. It is also possible to copy the user rights from one user to other user by using the copy
icon from the access right tool bar on the bottom-right corner.

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4. SmartPlant Instrumentation Application

4.1 instrument Index

The term Instrument Index refers to the single display of database, which includes Tag Number,
Instrument type, Instrument Description. Service, P& ID No., Loop Drawing Number etc.

There are 2 ways to Open Instrument Index Module

1. Modules  Instrument Index.

2. Instrument Index Icon

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4.2 Tags & Loops creation

Once you enter instrument index module, you would see list of icon at the bottom.

For creating new tag in a domain.

To fill / edit the properties of created tags.

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This icon allows us to create new tag which has typical info of old tag.

For e.g. If 570-PIT-203 has same info as 570-PIT-403 tag, then we can use duplicate tag option,
instead of creating new tag.

For creating new loop in a domain.

To fill / edit the properties of created loops.

To create new loop which has typical info of old loop.

Allows us to rename the existing loops.

To associate instrument under a loop.

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For Tag creation, click on new Tag icon as mentioned below.

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Now click on Tag Class dropdown and choose the type of communication device like
conventional, HART etc. as required.

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Now give Tag Number name for e.g. 570-PIT-102 and fill the required fields in Tag Properties.

Similarly, for Loop Creation, click on new Loop icon and give loop name as 570-P-102.
Now Loop Properties window will appear. Here fill the loop details as required.

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Click on Tools  Domain Explorer (or) Press F7 key, will take you Domain Explorer.
Click on Tools  Domain Explorer (or) Press F7 key, will take you Domain Explorer.

As we did in Index module, Here in Domain Explorer also we can create tags, Loops as follow.

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Similarly, we can create a loop by right clicking on loop folder.

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4.3 Specification Module

A specification in SmartPlant Instrumentation is a document that incorporates data from the

Instrument Index, Process Data, and Calculation modules. When a spec form is assigned to a
instrument type profile, the software generates a specification automatically, on creating a tag
number belonging to this instrument type profile.

Every specification is based on a specification form, which, in turn, can contain one or more data
pages and a note page. SmartPlant Instrumentation is delivered with a library of predefined
specification forms with pages.

Generated specifications automatically appear in the Domain Explorer. Open an existing

spec either from the Domain Explorer, Specifications module, or Instrument Index
Standard Browser view.

To create Specification sheet for an Instrument, for e.g. 570-PIT-102, First Right click on the
Instrument  Properties  Tag Properties, click yes for save changes.

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Now go to Instrument Type click on Browse icon Click on Profile.

As shown in below snapshot.

Ensure, Include Instrument Specification option is activated. And click apply ok for 3 windows.

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Now we can create specification sheets by right clicking on Instrument Tag  Actions 
Generate a Specification.

Then Results window displays like, Specification generated successfully. Now open the
specification and fill the details as required.

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Once you done with filling details in the specification, Click Save or Refresh icon at the bottom of
the window to save the specification.

Allows us to assign forms to generate specification for particular instrument type.

Allows us to save the fields in specification.

To export specification in pdf, excel files.

To give revisions & Document No to a specification sheet.

To create Manufacturer and Model for assigning instruments respectively.

To give notes to the specification.

Whereas refresh icon is same as like save icon which allows saving the modified data.

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For e.g. If PIT instruments have spec form number 751 as we defined, then we want to give 751
in form number field, along with the tag number (say 570-PIT-102).

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4.4 Process Data Module

Before starting this module, check with the Domain Administrator to ensure that you have
Been granted appropriate access rights for the tasks you will carry out.
 In any main SmartPlant Instrumentation window, do one of the following:
 On the module toolbar, click.
 Click Modules > Process Data.
This section contains topics about the commands and controls used in the Process Data module.

Click on the Instrument, so that Enter Tag Number Dialog box opens.

Open the Instrument tag you created previously to give process data in the module.

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Other Option:

Go to tagright clickAction Click on Generate Process Data Sheet as shown in below.

Process data Sheet generated Successfully window will be appeared.

Right Click Tag Goto Action Click on Open Document as shown in below.

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Respective Process Data Sheet will be appeared as shown in below. enter the appropriate values.

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4.5 Wiring Module

Use the Reference Explorer to create and manage all your reference items. We strongly
recommend that you create as many reference items in the Reference Explorer as possible. Try to
create a reference item like Junction Box, Marshalling Rack, Cabinets, Device panel, DCS/PLC
Panel and Cables for each possible configuration that you may have in your domain. You can then
drag this reference item from the Reference Explorer to the Domain Explorer and thus create the
item that you require on the fly.

Before starting wiring, first we want to ensure Include wiring option & reference device panel is
activated in Instrument type profile.

Initial step of wiring involves device panel and cable; Right click on Instrument  Actions 
Create Device Panel and Cable.

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Then Results window displays like device panel created successfully. Now right click on
Instrument  Actions  Device Panel Connection as Below.

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Now select the cable 570-PIT-102 & Right click  Cable Properties or double click on cable to
edit cable description.

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Cable Properties window allows us to edit the cable name, description, end 1 end 2 location etc.

Once the device panel connection is done, next we want to connect adjacent connection as per
wiring input.

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Here we can create Junction Box panel. To do this right click on Junction Box  New  Junction
Box.

In Junction box Properties window give the Junction Box Panel name as per input as blow snap.

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Now to create TB, right click on JB panel we created  New  Terminal Strip

Now Create the Terminal Strip as ahown in below snap.

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Here we want to create Marshalling panel. To do this right click on Marshaling Racks  New 
Marshalling Rack.

In Marshalling properties window, give panel name as 570-XUY-101 and click ok.

Now to create TB, right click on MR panel (570-XUY-101) we created  New  Terminal Strip
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Now create 10 terminals TB and name it as 1C8A and click ok

Once the TB 1C8A is created, Right click on it  Action  Connection. Now connect the
Instrument cable 570-PIT-102 to end 2 locations 570-XUY-101, TB 1C8A, terminal 1, 2.
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To do so, go to cable folder and choose 570-PIT-102 drag and drop in required terminals.

Now select the option 2 in row (since we have 2 wire instrument - cable) And click connect.

Now adjacent panel 1C3A to be created, here we want to create apparatus group for barrier. For
that click on marshalling cabinet 570-XUY-101  New  Apparatus Group.

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To create new apparatus, click new and then give apparatus name, Prefix, no of apparatus
required and apparatus configuration by add terminal option. Click ok and create.

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Now right click on the apparatus group 1C3A  Action  Connection.

Below shown connection can be done by cross wiring between 2 TBs in 570-XUY-101 panel.
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End 2 connections (Secondary)

End 1 connection (Primary)

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CROSS WIRING:

Right click on MR Panel 570-XUY-101  Actions  Cross wiring.

Now cross wiring will be done between primary and secondary terminal strip as below.

Similarly, cross wiring done between (COM) 1D3B, (24VDC) 1D3A to 1C3A respectively.

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Now the next adjacent connection to be done. For that go to Panels by Category  DCS Panels
folder  New  DCS Panel. And name it as 570-XUY-101 (RTU) and click Ok.

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Now Right click on the panel 570-XUY-101 (RTU)  New  Rack and name it as 1D6A.To create
slot, Right click on rack 1D6A  New  Slot or in rack properties, give number of slots as
required.
To create I/O card click on the slot  New  I/O Card and name it.
For e.g. If we want to create in slot 3, then right click on slot 3  new  I/O Card and name it as
1G4A. And then right click (1G4A)  Properties  Control system  give I/O Type as MIXED.

I/O card has been created, now we want to associate this with I/O termination in marshaling rack.
Hence right click on Marshaling racks  New  Wiring equipment and choose I/O
Termination and name its IG4A.

Now right click on I/O card (1G4A)  New  Terminal Strip, Here 2 terminals per channel,
Hence Give Number of terminals per channel as 2 and Total number of terminal 64 and create.

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And name the terminal strip as RTU ANALOG CARD and now you can see created TB with 2
terminals per channel.

Now we want to associate cabinet 570-XUY-101 (RTU), Rack 1D6A, Slot 3, I/O Card 1G4A.For
associating right click on wiring equipment 1G4A  Properties  Control System And Choose
I/O type as MIXED. Type the cabinet name, Rack, slot, I/O card in Primary I/O Card field to
associate and click ok.

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Finally, cross wiring have to be done between 570-XUY-101, 1C3A (Primary) to I/O card 1G4A,
RTU ANALOG CARD, channel 1, terminal 1, 2 (Secondary) as mentioned below.

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4.6 Loop Drawing Module

Before generating loop drawing, ensure correct layout is set as per requirement. For that right
click on a loop (570-P-102)  Actions  Enhanced Reports Layouts.

Now choose the layout as required in enhanced report layouts and click assign and ok.

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Once the layout has been set, next we want to assign loop generation method, for that right clicks
on, Loop  Apply Generation Method  by Signal.

Now you can see ES appears in front of the loop, which indicates that loop is ready for
generation. Depends on requirement, we can choose either By Loop or By Signal. Finally, right
click on Loop  Reports  Generate Loop Drawings.

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Below Fig shows the final output Loop drawing or Enhanced Smart Loop Report.

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Connection Window, to view connections, click on the

specific TB and click this icon, will take you directly to view
connection.

Move Macro, Allows us to move macro / text from one place

to another.

Item Properties Allows to view or edit the properties of tag /

terminal block.

Save Icon, Used to save loop drawings in .sma format, which

will be useful to retrieve in future.

Open Icon, to view / edit the files that are saved in .sma
format.

Print, to print loop drawings in desired format.

New Macro, to add new macro in the loop drawing.

Macro Properties, Allows us to edit properties of existing

macro.

Smart Text, to add smart text in a loop drawing if required.

By connection, allows us to edit alignment of the connection.

Clicking on this icon will display alignment options called left,
right, top, and bottom respectively.

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Refresh Icon, to view the changes done in loop drawing after

saving.

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4.7 Foundation Fieldbus Segment Wiring

Foundation Fieldbus is an all-digital, serial, two-way communications system that serves as the
base-level network in a plant or factory automation environment. It is an open architecture
developed and administered by the Fieldbus Foundation. SPI has ability to handle
instrumentation design in projects that include the Foundation Fieldbus technology.

Create a new instrument by selecting Profile as Fieldbus-Instruments

In the instrument properties, Fieldbus Tab, Provide the Fieldbus tag information Like Fieldbus tag
Name, Field Device Address and other details.

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Associate Function block for the instrument by selecting FB and clicking on the Associate button.

Fill up the Execution Time of the function block. Create Instruments containing the various
function blocks.

Note: - Fieldbus wiring can be created in Pins and connectors or in conventional wiring containing
wires and terminals.

Segment Manager

1. In the Wiring module, select Segment Manager from the bottom toolbar.

2. Segment Manager displays the information about Fieldbus Instruments and their
associated with the segments. If the instrument in not linked with any segment, then ****
will appear in the Segment Name.
3. In the Domain Explorer expand the folder Fieldbus Segments.
4. Right click on the Fieldbus Segments folder to select NewFieldbus Segment

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5. Provide the Segment Name and select the segment profile from the drop down.
6. Drag and drop the instruments from the segment manager to the newly created segment.

7. In Domain Explorer, double click on the instrument or click on the + to see the associated
function blocks. Expand the Fieldbus Segments tree to display the entire structure.
8. A Fieldbus instrument can have multiple blocks. Before a function block can be used, it
must be enabled. Right click on the AI function block in the Tag and select Actions 
Enabled. Then click on the AI function block to see the virtual tag.

9. Provide the name for the virtual tag and click OK. The updated virtual tag appears in
Domain Explorer.
10. Create virtual tags for the AI/AO function blocks for the remaining tags. This must be done
for the segment to be available for I/O assignment.

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FF Junction Box
To create a FF junction box, do the following.
 In the Domain Explorer navigate to Panels by category.
 Right click on the junction box folder and select New > Junction Box (Generic)

Create Barrier, Isolation Switch terminal strip inside the junction box. To create a FB Barrier, do
the following

 Right click on the junction box and select New > Apparatus Group.
 Configure new profile as displayed

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 Click on Create to create a new Field Barrier.

 Create an isolation switch configuration in apparatus group as shown below.
 Click on Create to create a new Isolation switch.

 Create another apparatus group to create the trunk wiring block as shown
below.
 Click on Create to create a new Trunk Wiring Block.

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Note: - Duplicate the barrier strip and isolation strip to create additional items.
In the Above picture FB1, FB2 are the Barriers, S1, S2 are the Isolators and X1 is the Trunk
wiring block.
FJB internal Connections

Create New Field-bus Home run cables containing each 1 Pair – 3 wire (+,-S) with colors
Orange, Blue.

Create another Field-bus Home run cable containing 2 PAIR (3 wire (+,-S) with colors
Orange, Blue) to connect between Junction Box and Marshalling Rack
 In the Domain Explorer right click on the cable Folder and select New >
Fieldbus home-run cable.

 Click on New and Configure as displayed.

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 Click on save and click create to make a new cable.

 Create 4 cable to connect between FB1 – S1, FB2 – S2, S1 – X1, S2 – X1
 Open the Junction Box connections and connect by drag and drop onto
the terminals of each terminal strip.

 Complete the internal connections as shown.

Connect FF Instruments:

Connect Fieldbus Instrument cables to the junction box terminal strip (Barrier).
 Open the connection window of Field Barrier. Drag and drop the device cable
onto the terminal strip and connect.
 Repeat the step to connect all the device cables of the segment to the junction
box.

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Marshalling Panel and System Panel:

Create the marshalling Panel containing the following configuration.

 Create terminal strip of 64 terminals which will be FTB in Marshalling Rack.

 Create Surge Protector using Apparatus configuration (Optional)
 Create Fieldbus power hub Containing 4-Segment terminals as displayed below.

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 Create a cross cable that to be connected between FTB and FFPS module.
 Open the cross-wiring window and connect the cross wire between FTB and
FFPS. Connect the JB cable to the FTB of marshalling Panel and observe the
signals through the cross wires.

Note: - If FF signals are not propagating through the cross-wires, Disassociate and re- associate
the Segment signal in the immediate Adjacent cable of cross wire terminal connection.

Create DCS Panel and configure as below:

 Create Rack in the panel and name it as FIM-1

 Create New Slot in the Rack and name it as J1

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 Create an I/O Card and name it as FF Card.

 Create Terminal strip containing channels and
 terminals as shown

I/O Assignment:

To make system wire to complete, we have to assign the segment to the I/O Channel.

To make I/O Assignment, do the following

 Right click on the DCS panel and select Actions > I/O Assignment.
 In the Segment list select the Segment and drag and drop onto the
channel on right side.
 The Virtual tags that created in the segment will be displayed in the

tag field of the I/O Assignment window.

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Connection between MR and DCS:

 Connect Marshalling panel and DCS with cross wiring.

 Create a cross wire cable which will be used as system cable.
 Open the cross-wiring window by right click on the Marshalling Panel and
select Actions > Cross wiring
 In the Primary terminal strip select the Marshalling Rack terminal strip
(FFPS) and in Secondary select the DCS Panel I/O channel by clicking
on the ellipse next to the drop down.

 In the Cross-wiring Cable select the cable that we have created.

 If the cable is not listed click on oval beside the cross-wiring cable
drop down to access the Wiring Explorer.
 Expand the Cross cables folder and select the cross-cable and click OK.
 Click the terminal in the primary terminal strip. Click on the target
terminal in the secondary terminal strip.
 Click Yes to compete the cross-wring for the selected terminal.

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Associating Segment Signal to FF Cables

After connecting Device cables to the junction box, do the following to associate segment
signals to the FF cables.
 Open the connection window of barrier in junction box.
 Right click on the cable connection as Select Associate Segment.
 From the Segment list select the Segment and click OK

 Repeat the step For FB1, FB2 (barrier Strip) and at X1 (Trunk wiring block
strip).
 Also associate segment signal to the terminator connections.

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Preparing Segment Drawing:

To generate the Fieldbus segment wiring diagram, do the following,

 In the domain explorer expand the Fieldbus Segments folder.
 Right click on the segment and select Actions > Enhanced Report
Layouts..
 Select the custom template, if available

 Click on Assign and then on OK to close the window.

 Right click on the segment and select Reports > Enhanced Segment
Wiring.

 Click on Yes to generate the drawing.

 Generated drawing will be displayed in the Enhanced Report Utility.

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4.8 Browser Module

The Browser module facilitates a wide-angle view of SPI instrument and other wiring data and
allows browsing through and modifying it from a single location.
The core of the Browser module is the Browser Manager that contains a number of predefined
browsers categorized by data type. Each browser is associated with a particular SPI module but in
some cases, it is possible to present data from several different modules in a single browser view.
In addition to the predefined browsers, you can also create custom browsers such as specification
form browsers and Power Soft browsers. The browsers are grouped according to their category.
Such a group is referred to as a browser group.
We access and manipulate module data and various items by creating customized browser views
for each of the predefined and custom browsers in the Browser Manager. We can use Sort, Filter
and manipulation of bulk data. We can extract data from browser module to excel or .csv format.

Browser manager
Browser Manager contains predefined Browsers Groups and Browsers. Browser groups are
defined based on the item type.

For Example, Instrument Index Browser group contains data corresponding to instrument
and its related item types. Similarly Wiring Browser group contains data of item type Panels,
Cables and other wiring related items.

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Common Tasks in Browser Manager

Adding a view:
Start the Browser Manager by doing one of the following:

 Click File > Browser Manager.

 Click on Browser Module Icon.
 Open Instrument Index Browser group and select Instrument Index
Standard Browser.
 Click on Add View button in the bottom toolbar

 Provide a view name and select the Display data level. (Select Plant / Area /
Unit).
 Select Set as default view if this view is intended to use as default view
of the specific module.
 Select Personal View to save the current browser view only for your
usage. For other users this Browser view will not be displayed.

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Duplicating a view:
To duplicate an existing view for the use of preserving style, sort and column order into new
view, do the following.
 Open the Browser Manager.
 Select the view that to be copied
 Click on Copy button in the bottom toolbar
 Select the Browser Name and click on Paste, this will create a new
view prompting for new name.
Provide new name and other details and click on save.

Modifying View Profile:
Browser View is dependent on the setting defined below.
 Style
 Sort
 Filter

Style:
Style options allow you to display or define the style settings for a browser view that you
select in the Browser groups pane. SmartPlant Instrumentation then uses these style settings
to display your data associated with the current browser.

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To modify style of a browser view, do the following.

 Select and expand the browser view.
 Click on Style and click on Edit on the Style group box.
 Select the column names that to be displayed in the browser view.
 After completing the selection click on customize and reorder the
columns as to be displayed in the browser view.
To modify the settings for print, do the following.
 Select and expand the browser view.
 Click on Style and click on Edit on the Style group box.
 Click on Layout button and select the columns to be printed from the
Column Header window.
 To print the current settings and selected columns click on print button.

Sort:
A browser view sorting sequence determines the sequence in which the selected rows are
displayed in the Browser View window. In addition to defining a sorting sequence for the
Browser View window, you also determine whether the displayed rows will be sorted in an
ascending or descending order.

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To add a sort setting, do the following.

 Select and expand the browser view.
 Click on Sort and click on edit
 Click on Insert to create new row in the window and select the
column name that to be used in sorting, also specify whether sorting
Order.

 Add multiple Columns by clicking on Insert.

Filter:
Filter settings allows filtering data by defining some conditions. Filter consists of Logical
expression like and / Or (For complex conditions)
A complex filter condition may take longer to retrieve the data.
To add a filter, do the following.
 Select and expand the browser view.
 Click on Filter and click on edit
 Click on insert to insert new row in the window and select the column name that to
be used for filter.

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 From Operator dropdown select the appropriate relation and the in value type the
data that to be filtered.
 Add more rows for building complex rows and join them with correct logical
operator

For Example, to display limit switches in one of the P&ID the settings will be as follows

Data Field Header Operator Value Logical

Instrument Type Desc like %LIMIT%SWITCH% And
P&ID = 6987-LEPC4-PR-FP-34-201

For better results use ‘like’ operator instead of ‘=’ operator, with ‘%’ as the character
wildcard.

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 Click on Verify Button to validate the current filter settings.

The available operations and functions are listed below.

Operator/Function Description Example

Manufacturer =
= Equal to
"Shell"
> Greater than Tag Number > 101
Process Function
< Less than
Name < 'P'
>= Greater or equal to Velocity >= 10
<= Less than or equal to Low Alarm <= 30
<> Not equal to Loop Prefix <> AA
Select an alphanumeric value that is Price between 150
BETWEEN
between the stated expression. and 250

Select a similar value that is similar to the

Tag Number LIKE
one in the ‘[value]' field. You can use the
'%AA%' Process
LIKE (value) following wildcard characters: % - any
Function Name
combination of characters. _ - any single
LIKE P
character.

IS NULL Contains an undefined value Service IS NULL

Loop Number IS
IS NOT NULL Not equal to NULL
NOT NULL
Include the following expression in the filter
AND
combination.

Accept either the previous or the following

OR
expression in the filter expression.

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4.9. Hook-Up’s

To create hookups, first open Tools  Reference explorer (or) press F8 key  Hook-Up Item
Libraries (Right click)  Active item library.

Now give item library name and description and click ok.

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Under Item library, create New Item Sub-Library and name it.

Now create hookup Item under Item Sub-library, by right clicking  New  Hook-Up item and
fill the details as required.

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Now Press F7 or open the domain explorer, Hook-Ups folder  New  Hook up Type and fill
the details.

Next right click on created hook up type  New  Hook-Up

In this window, give hook-up type, hook-up name, description, and choose the item library name
created in reference explorer. For e.g. GASCO

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And then enter the drawing block name that has .sym file extension (i.e., hookup drawing we
created already) and choose file path via browse option.

Now right click on Hook up type  Actions  Associate with Instrument Types.

Now associate the instrument types as required.

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After association, Right clicks on Hook up  Actions  Associate Tag Numbers with Hook-Ups
and associate the tags as required.

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Similarly, now right click on Hook up  Actions  Associate Items with Hook-ups. And associate
the required item numbers you need in hookup drawing.

Now assign template for Hookup-drawing as we did for Loop drawing.

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Finally, right click on hookup  Reports  Generate Hook-Up Drawings.

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4.10 Document Binder

The Document Binder module is used to gather specifications and other related SPI
documents that need to be maintained together. Each collection of documents is known as a
binder package.
Users can assign a common revision for a binder package. In Specification Binder one
instrument cannot be assigned to multiple packages.
A Specification binder package contains several folders as listed below.
Specification List - This is a cover sheet with instrument tag data for all the specifications
included in the Specification Binder package.
Form Notes - This contains user notes that apply to specific form numbers. There must be at
least one specification associated with a particular form number in the Specification Binder
package in order for you to be able to add form notes.
General Notes - General notes provide a means of adding user comments that are associated
with the Specification Binder package as a whole.
Specification Sheets - This category shows the specifications included in the Specification
Binder package and provides you with the options to access and edit individual sheets, to
totally or partially revise the sheets in the list, and to print all or some of the sheets.
Change Summary Report - This shows details of the changes that were made to the
specifications since the last revision.
Creating Binder Package

To create the binder package, do the following.

 Open the Document Binder module by clicking on Doc. Binder icon on
the module toolbar
 Select Binder Packages in the Hierarchy window, select New Binder Package
from
Actions menu.

 Select Binder Package type as Specification Binder.

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 Provide the Binder Package Name and Description.

Note: - Once the Binder Package is created the Binder package name cannot be
modified.

 Click on OK to create the Binder Package.

Assign Instrument Specs to Binder Package:

 Select the binder package in the Hierarchy window.

 Select Specification Sheets folder under the binder package.
 From Actions menu select Assign Specifications.

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 In the Find items dialog box select the form number and click on Find
button to display the tags.
 Select the tags that to be added into the binder package and click OK.
 Check the Instrument specifications that are selected are available in
Document window.

 If you want to add more specification sheets do the above step. If the
newly added tags are to be in sorted order, then change the preferences
as displayed below.

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 Open the preferences from the File menu.

 In the Document Binder dropdown select Specification Binder.
 Make a check mark on the Re-order tags automatically…
 Click on OK to save and close the preferences window.

Reorder Tags in the Binder package:

 After adding new tags, to re-order the tags manually in the binder
package do the following.
 Select Specification sheets folder in the binder package.
 From Actions menu select Tag Number Sequence.

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 Edit the sequence numbers manually and click OK to save the sequence.
 If you want to set the tag numbers sequence based on the Alpha-
Numeric, then click on Set button.
Note: - We can set sequences only for the newly Added tags only. If the Package is revised,
we will not be able to change the sequence order.
Removing Instrument Specs to Binder Package:

 To remove single Specification sheet, select the spec document in the

Specification sheet window. From Actions menu select Remove.
 To remove selected specs, click on Specification Sheets and from Actions
menu select Remove selected. From the window select the instruments
that to be removed.
To remove all the tags in the binder package, click on Specification Sheets
and from Actions menu select Remove All.
Adding General Notes:

It is possible to add user notes to the whole document binder and should be added in the
General Notes section. To add the General notes, do the following.
 Select the General Notes folder in the binder package.
 From the Actions menu select New General Note.
 Enter the user notes in the window and click on save button to save the data.
 To check the print view click on Print Preview.

Revising Binder Package:

To maintain changes log of specification data from time to time it is required to revise the
changed documents in the document binder module. To revised do the following steps.
Select Specification Sheets Icon and from Actions menu select Spec. Change Notification

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 Select the Changed status and Release to spec status to Yes from the
dropdown. Note:- As a shortcut if you want to set all documents as changed
then put check mark on Set all to changed.

 After changing the status click OK to close the window.

 Click on the Binder Package and from Actions menu and select Revisions.
 In the revision dialog box provide the Document number for the binder
package.

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 Click on New to create new revision and add the revision information.
 Click on OK to start the revision process. This may take several minutes based
on number of tags in the binder package.

Change Summary Report:

To display the changes occurred in the specification sheets with respect to the last revision,
do the following.
 In the binder package Double click on Change Summary Report.
 Select the Revision, in which you want to find the changes.

 The report displays changes in the specification sheet data, if any, and
the user that changed the data.
 To print the report, click on the print icon in the bottom toolbar.

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Printing Binder Package:

To print the binder package, do the following

 Open the Document binder module.
 Select the binder package that you want to print.
 From Actions menu select Print to File.
 Provide the file name for the Pdf file.
 Select working issue if you want to print the current data on the specification
sheets.
 If you want to print the data for a particular revision, select Formal Issue
and select the particular revision.
 To print all the documents, click on All documents in the Package.

 To print selected documents, click on Selected documents and select the

tags that you want to print.
 To print only Changed Documents from the previous revision registered
in the database.
Note: - This option is available only for the Working Issue. For Formal issue this will not be
available.

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Deleting Binder Package:

Make sure the binder package is empty before deleting. If any tag is still present in the binder
package then binder package will not be deleted. To delete the binder package do the
following.
 Select the Binder Package that you want to delete.
 From Actions menu select Delete.
While deleting Spec. Documents you can automatically delete the assigned revisions. To use this
option, change the preferences as below

 Open the preferences from the File menu.

 In the Document Binder dropdown select Specification Binder.
 In the Revision Options check mark on When removing Specifications,
delete associated specification binder package revision.
 Click Save and OK to close the preference window.
Global Revision:

In SPI we can revise documents in batch mode by using Global Revisions. We use these
options at the first stage in maintaining revisions globally. First, we select a revision activity.
After that we enter the appropriate revision data, and select the default revision numbering
method, or switch to another revision method, and so forth. We can add a new revision
without examining the existing revision settings, update existing revisions by modifying
revision values, upgrade the current revision by adding a new revision line, delete selected
revisions, or delete the last revision.

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Then, at the second stage, we apply these settings per module, on the module tabs of the
Global Revision dialog box.

To revise the documents in batch mode, do the following.

1) From the Tools menu select Global Revisions.
2) In the Setting Tab select the Activity, Activity may be to add / update /
delete revisions.

3) Select the module tab where the revised documents correspond to the
module. For Example, if you want to revise loop drawings then select
Loop Drawing tab.

4) Select the drawings that to be revised. Use filter for filtering drawing

data.

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5) If you want to update a specified revision, then click on Activate filter

Check Box. In the last revision type the revision number that to be
updated.

6) Use wild character “#” for not revised documents.

7) Select the Setting tab and click Apply to revise the selected documents.

Note: - Once the Instrument Specification sheets are added into Document Binder it is not
possible to update revision to the Instrument Specification either in Specification module or
from Global Revisions.

4.11 PSR Reports Extraction

To Generate PSR reports Follow the below Steps.

 Go to File > Select the Import PSR as below

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 Go to Action and Click on the List from the tool bar as shown below.

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 To create new path, Go to Action File, as shown in below Snap.

 Select the PSR file location path and click Ok.

 The PSR List will be appear as below.

 Select the PSR Report from the List. Example like Instrument Index, Cable Schedule, I/O
List, Junction Box Schedule etc.,
 Double Click on the Select Report, PSR report will be Generated with the Data.

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