ControlDraw Training Contents

Basic Principles
Symbols and Connections
Classes and Models
Dynamics and Matrices
Database Management
File Management
Equipment Modules
Reference Models
Printing and Reports
 Systems V Requirements V Functions
Diagrams for all
CD designed for all but requirements first
Review process for agreed requirements
Modules - objects
Physical, procedural
CD diagrams for both
Diagrams and database for symbols
Hierarchy and instances
 Before the Training if you can
Methodology
Automationmethodology.pdf , (On this CD or the Library on the
ControlDraw web) The paper demonstrates how the use of
diagrams, matrices, data classification, and databases for the
development of a Process Automation system

If you have a specific project planned

Obtain Process Flow Sheets, existing URSs, P&IDs,
Instrument Lists etc as available - in electronic format
ideally
 Training Objectives
Understand
How to make diagrams
Basics of data models
Version management
Object oriented Functional specifications
The use of ControlDraw for data management
The model development process
Reviewing and reporting
Life cycle applications
 Basic Principles
A ControlDraw Model is a Database
All diagrams, objects, matrices and data are
stored in the model
Multi User, but not many

Diagrams
All diagrams are the same
All made of Symbols
May be connected to other symbols or other
diagram.
Text to describe the diagrams and symbols
 Object Oriented? What Objects?
Object Oriented:
Objects have Properties and Methods
Physical Plant
Objects that correspond to physical ones
Like valves, motors, loops, even tanks etc
As many are the same re-use of them is essential,
and easy with ControlDraw
Procedural
Methods of Physical Objects, such as phases
Invocation from Recipe
 Class
The most important
aspect of objects in a
model
Diagrams and
Symbols are both
objects, both have
Class
Is used in Model
Structure
Closely related to S88
 Site diagram

Models Page 1 in the ControlDraw model

Plant Area Plant Area

Constructed by
parent child Plant Area diagram Plant Area diagram
This also has all the Units and Resource etc
links Unit
Common
Resource

S88 is just one

Unit

possible Unit diagram

Common Resource diagram

structure Equipment
Module
Unit Procedure

Control Equipment
Control
Module Module
Module

Equipment Module diagram

Unit Procedure diagram

State 1
Control Phase
Module
State 2
Phase

Control Module diagram

Phase diagram

Phase Step

Condition
Phase Step
S88 Model
Hierarchy
 Symbols and Connections
Symbols can contain pictures
The connection between them are more
than just lines

Predefined Connections can only be linked

between compatible symbols based on the
connection direction and type properties
Material Flow

Here, a Material Flow connects a valve into a vessel

Note that line colour and style depend on the signal type at first but can then be
changed
An Analog signal flowing from a Transmitter to a PID Control block

TX AI
 Operating ControlDraw

Login
User name Needed to identify user for model
history
Simple menus and training messages for early
users
Options to go to File manager, stop synch etc
 Operating ControlDraw
Main toolbar The Diagram Toolbar
The Main Toolbar
Double Click for details
5
6

access to frequent
functions
The Diagram

Diagram List List Toolbar

7

navigation
Diagram List

Diagram toolbar
controls drawing
modes
Window Mode!
Single or multi
Diagram Pages

diagram windows
 The Main Toolbar
Show Object Toggle Symbols Redraw
Controls Palette on/off current page
RunMode when a symbol
Run Simulation is selected Show Signals Tree
Print Form View Descendants or parents
Font
(run the Reviewer)
Styles Back
Show the list of Go to Last page
Line
pages
Styles Page history
Open Model List recent pages

Start a New child

Model Go to child page

Show Object or
Page Details
Paste
Project Settings Exit
Cut ControlDraw
and Text Copy
Data Build Replicate
Classes and Database Copy then
Generation controls paste
Matrix Undo
Data Views functions Undo last
Database change
Tools
Views and Procedure
Utilities
queries Charts

Instance and Data Design

Model Files
Object Data
Numbering rules, Review Manager
(Object
fields etc
Specifications)
Diagram List Window
 Drawing Mode toolbar
Each of these Mode buttons Window Controls Show options
Operating mode These set the These set the display of tags
buttons sets a Inline Text Scale 100%
buttons window scale and size and captions.
mode for the editing
Each of these buttons behaviour of Size window Show
sets the state the the mouse. Show
to diagram Classes
mode buttons Connect
according to your Points Zoom to
Drag to Create Show Object
preferences. You can height
Note Tags
customise this in
tools utilities Allow Symbol Zoom to
Show
Sizing width
Captions
Allow Group Zoom to fit
Show
Initial Defaults selections Normal
Connections mode
Symbols mode Zoom with
Text mode mouse
.

This appears in
Allow Text moves
mode. You can
size and set the Allow object Show
font and alignment moves Instance tags
of selected text Show Print Select
Allow Text Guide Scale
moves Toggle
Drag
Show grid mode
Toggle
Allow Line Link
editing display
 Page Details
Call up with button
on Diagram list, or
double click
diagram background
View information
Enter Diagram
descriptions
Set Diagram class,
associated Matrices
and Review status
Lock Diagram
 Symbols 610 AC 0005

Drag/Drop objects
Palette includes a large set
Have properties
Visual and textual
Class
Use Symbol Toolbox to
manipulate Most properties
Use Details form for some
properties
 Palette 610 AC 0005

Drag from Palette, Drop on

diagram
Select by page type, class
Or type into field to select
Special Symbols
Smart objects that can get data
from the model
Or show matrices
 Symbol Toolbox 1
Provides access to most symbol properties
Shift F3 change case

Tagname Size to Select Fill Text Positioning controls

Select entry field Contents Colour See tooltips for function
Border style
Save Symbol
43 Select Properties
Shape
Select Link
Select Page
Picture
Hide User
Trace
Text
Inputs/Outputs
Hidden text can still be
Select connected Ctrl
printed in the reviewer
Symbols Shows alternate
by selection in the
Diagram Options connection styles
Bring to Send to
Front Back
 Symbol Toolbox 2

Paste Saved Text

Property Justification
and Font

Trace Text tools

Inputs/Outputs Symbol
Design

Select Linked
Symbols
Select
Dynamic ObjectTag
Properties

Move to Delete
Set Link Toggle
another unused
Position Transparency
page connections
 Symbol Toolbox 3
Object toolbox with Text More
This extends to toolbar to the right to display the
buttons that you can mode to move or change the
size of the symbol and more.
Nudge Left or right

Nudge up or Down
Wider or Narrower

Taller or Shorter

Expand 41%
Expand 100%
Shrink 71%
Caption Shrink 50%
field

Toggle
Shadow
Show Object
Specification
Show Show Symbol
User Text Symbol Data Instances
Field
Flip horizontal Straighten connections

Flip vertical Replicate with Data

 Pictures
All the Symbol Pictures
are stored in Model
Picture Browser shows
files in Picture Path or
those Embedded in the
model
First letter selector

See also Embedded

Picture Manager
 Picture Copy and Paste
Select symbol then Right Click to
copy picture to Windows
Clipboard
If nothing is selected the whole
diagram is copied as an EMF

Can also copy any

picture from the
Windows Clipboard
into selected object
with Paste Special
 The Group Toolbar You have to choose

Shows when whether to apply the

changes to the Tag or
the User text.
more than one Alignment and
Spacing controls Text
object selected. Positioning
controls
Hold down Set to
Set to saved Group
Ctrl and click saved
width
Height Undo
Paste Saved
to multiple Select
Property
Picture
select Select Object
Text Justification
and Font
Shape
Same as many Select Border Move group to
style another page
of the single
Set Link Position
Object controls Select Link Page Flip horizontal Resize Group
Expand or Shrink
the selection
Plus Alignment Flip vertical

Nudge Select Fill

and Spacing Position Colour

and Resizing
 Connections
Signal Type
Boolean, Analog etc
Appearance
Initially set by type
DI1

Alarm enable
can then change
Make by
Connecting predefined points
Add New from one end
Drag from centre to centre of symbols
Note - Class default signal
 Editing Connections
Connection name
display / location
Autorouted
Can drag ends to
position Out
Out
Out

Manual routed In

can place end inside

symbols
Multiple Selection
possible. Hold down
Ctrl and click
 Editing Connections
Select one or more connection by dragging or
Ctrl-Left button
Use the connection toolbar to change them

A
A

Escape - Cancel
 Exercise
Start a new model
Create a Unit
Use Right Click to start a
Unit Diagram Process In
EM01

Add an EM under the

opReceive

EM02

Unit opProcess

Create an EM opStore

opTransfer

EM03
Process
Out
 Model Structures
Classes
The basis of models
and data handling
S88 classes +

Rules and Review

View the model in
several ways
Hierarchies
On Page Review -
Highlight Where Sym <> Object class
Highlight Where Sym <> Child class
Highlight Where Symbol class not allowed
 Project Details
Project Data
Words
Options

Users
current
History
Summary
Open Pages
Locked Pages
 Dynamics
Symbol Dynamics
Dynamic Type
Defines the states of
the object
Sets matrix cell drop
down list
States from Matrix or
child states
 Symbols, Connections and Scripting
A symbol has a value, and a data type
In Scripting, The variable named 'TheValue' represents the
value of a symbol.
Inputs and outputs also have a value and a data type. These
can be used in the formula by reference to their names.
Note - this places some constraints on the naming of
connections:
All connections must have a unique name
A connection name must not be a subset of another name.
Connection names must not be one of the keywords.
Autonaming Connections ensures that the connection names
follow these rules.
 Dynamic Symbol Expressions
Visual Basic Script
Drag drop for common functions
 Matrices
Made by selecting
rows and columns
Cell Drop Downs =
Dynamic States
Also
Colouring
Page associations
Special Symbols to
show a matrix on a
diagram
Paste Special as matrix
 Special CD features for EM design
Child States dynamic type
Symbol inherits the states of it's
child.
Matrix Row States dynamic type
Symbol gets a state for each row in
the page matrix

_SetState special objects

For designing equipment phase
logic if you use the 'Step sets a
State' method.
They can be used in the dynamics.
Page Detail Set State Matrix
 Exercise

Build an
equipment module
 Database
Model is an Access Database
Treat with care. You would not normally need to use Access, but
there may be times (eg Query building) when it helps
 Database Customising
You can add fields to the Object and Instance
tables for each class using Data Design in CD
Database Build then
makes a table for
objects and a table for
instances for each class

And a set of Queries

 Data Build
Instance count on first call up
Lists all the classes
Make Objects and Instances populates the Class data tables
 Database Views
Numerous views
Diagram text edit and find/replace
User Queries
 Populating Class Objects and Instances
Data build Make Object and Instances
Makes the empty tables and Queries.
Note - No real data is added until you put data into
the tables
Scripting for automatic setting of class fields
 File Management
Basic
maintenance
Make
Backups
Compact
Repair
Reset

Import sub
models and
matrices
 Version Management
Issue or backup by
File Publish

View History

Compare but better in the Reviewer

 Tools Utilities
Set preferred modes
 Printing The Reviewer
Select what to print
Preview
Then Print
Or Save as PDF
 Multi User Operation
Not for many users
two or three people
Useful with large projects
Only one user can edit one diagram at a time
Page List shows status
Compact often, can set to compact on close
Tips
Use Diagram review status and locking.
Use the Reviewer when you just need to see the
model
for example when planning your next modelling session.

Diagram Import from file manager

so you can develop modules in another CD model
then bring into the main model.
 Reference Models
One model to contain:
Shared Diagrams, including descendants
Classes
Area Models
Point to Reference model in Project Details

Select Referenced Diagram in Page Details

Area model contains a copy of the referenced
objects. These are updated by the various
Synchronise functions
 Tools Embedded Pictures
Pictures are stored
Save the current Edit the picture
in the model. Shows the total bytes
used by embedded
picture in the
selected format.
with the picture
editor set in Tols
Shows the
current type
for the
This box is green if
converted picture
is smaller, grey if
pictures. Utilities. (Default selected the same size and
Deleting objects Shows the number of
is MSPaint) picture red if bigger

unused pictures in the

does not delete model. Click to delete them
Click for a list
their pictures. of pages that
the picture is
used on.

Find and delete Lists the

pictures in the
Double
Click for
unused pictures. model.
Click to select
a single picture
drop down
list or type
a value

Rename
Click to change any

Rotate The converted

image, or the
Set the format of the
converted image, or
show the original
embedded WMF files to
bitmaps if you find picture
are not rendered properly
original

Shrink to GIF or This will scan all the pictures in the

model and can reduce large pictures in
JPG one go. when the button is clicked you
are asked test only? If you answer yes
then the pictures are scanned and a
message showing the total saving is
displayed. Only if you say No to test only
is the actual conversion performed.
 Special objects
Clones
A copy of an object from another diagram
Use when you want to use one object somewhere
other than its home without adding instances
Also valuable when re-organising models
Enables cross referencing between diagrams
EG EM Ready for Transfer set at one end and used at the
other
Symbol State objects
A reference to a value of an object on another
diagram
EG Transition
 Exercise - Importing
Build a Process Cell by importing Units
Start a new model without a template
File New
Make page 1 a process cell
Right click
Reference the CD Standard S88Reference model
Project Options
Import a unit from one of the sample models
File manager, using select children etc
Link page 1 to the unit
Link page
Build the Database
 Model Tagging and numbering
Can autonumber symbols
Many alternative rules!
Database Streams
EG All the Control System objects in the First Milk Silo. Now
superceded by Reviewer Streams
 Model Tagging and numbering
Object Tagnames
For each Type. Unique names, one class per Object
(Note - Model Review Sym <> Object class finds discrepancies)
Instance Tagnames
Should be Unique
Instance ID is always Unique
Hierarchical Tag may have duplicates if dups on diagram
RealTags can be forced unique by added number
RealTags
Unit Tag dot ChildTag excEM
U1350A.V202 instead of P1350.U1350A.EQB011.V202
Finds Duplicate Valve numbers in Units

Short Hierarchical Tags - more compact

RPB18.UPB46.OPB49.PHB_F.pBuffer instead of
RPB18_BUFFER_P1.UPB46_BUFFER_P1.OPB49_PREPARE_3SS.PHB_FILL_PIPE.pBuffer
 Model Tagging and numbering
Class Numbering
Sets Object Tagnames
Sets RealTags
You choose the rules
ShortTagLen for truncating names in Short heirarchical tag
Exercise Build IO List for DB Tutorial Model with RealTags
excluding the EM name
 Model Tagging and numbering
Symbol Tagging
Does Not require Class tables works directly on the diagrams
Can automatically number symbols
Replaces Rightmost numeric part
 Entering Data to Class Tables in CD
Navigate to Object and
select it.
Or View Symbol Data
and click object
All relevant instances
Listed
Double click field to
copy to all instances
 Test sheet printing
Show Instance Tags on Test Sheet Lists Instances on Front Sheet

Show s the instance tag for the data Lists all instances of parent objects of the diagram at the
associated w ith the test tables on the start of the test sheet.
start of the test tables. Uses if Set RealTag, Hierarchical Tag or if neither is set
the InstanceID

One test for each instance

Graphics Check
Prints the diagram and test tables for each
Checks the model to ensure all the
instance of the diagram
required fields are in the model.

Sign Off Picture Graphics Check

Use a picture file (emf is Add the line Graphics
best) at the end of the Checked to the EM and
test sheet instead of the Unit Tables
NNE table.
Note - you can make an
EMF w ith Excel and Print Test Tables for Each Var
ControlDraw The test sheet tables are printed once for each variant
 Linking Access to a Model
You can view and modify data in a separate
Access Database. Must link to the Tables first
 Export and Import
Possible to create a DB with the data
Standalone
Use Append queries from the CD tables into
new tables in the Standalone DB
Corresponding Update queries to send the
data back.
Use Instance ID as key
Version management issues arise where is
the master data?
 Pre-order activities
Life Cycle for Systems
Client URS Issue Proposal
documents to client
Client Review
Integrators
Management Review
Lessons Learned so far.
Decide w hether to Continue

Quotation Scope Order Scope

model Update to Client requirements model
Document generated from model
Using the Review er
Develop to information released
Design activities
Note - most effort in the Functional Design model
Client Order Review and
documents Approval
Internal and Client

Standards

Functional Design model Approved Model for Code Deliverable Documents

Document generated from
Can be staged release Can be staged release model Using the Review er

Module list Data Data Data Data

Scada Tag List Export Compare Export Import
IO List
Parameter list etc
Design changes Data changes

Test Specs Test

Slice for prototype Can be staged release Results

Trial Data Trial Data

Data
Compare
Tests

Data Data Data Data Data

Import Export Deliverable Export
Import System prototype Export Deliverable System
System

System development Testing

Software Design Document
Could be separate, w ith data from model. Could even be a reference model.
 Help
1 Search the Help
2 Help Version History
Find in case I have not yet put in the help
3 Email
[email protected]
When emailing:
A short description of what you want
A Zipped copy of your model if possible
Clones