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Schematic Model Manager

Installation and Pre-Configuration

Accessing the Schematic Model Manager Module

Using the Schematic Model Manager

Configuring the Schematic Model Manager

Preview Drawings before Import

Import Drawings

View Data using the Schematic Explorer

View Imported Drawings

Create and Edit Elements

Releasing and Un-releasing Data

Searches, Reports and Line Lists

Excel Interface Toolbar

Schematic Model Manager Functionality in the LEXICON Module

Pre-configuration

Attribute Mapping

Attribute Derivation Rules

Schematic Model Manager Project Options

Element Release

Set Release Behaviour of Elements on Import

Existing Elements - Released

Existing Elements - Not Released

Display Comments Dialog on Release to 3D

Copy Schematic Model Manager Options from another Project

Export Schematic Model Manager Options

Import Schematic Model Manager Options

Restore Default Options

Import Configuration

View/Edit Import Destination SCGROUP Elements

View/Edit Equipment and Off Line Instrument Positions

Specify whether or not Drawings are to be Imported in Colour

Set Default Export Location

View/Edit Attribute Derivation Rules

Select Rules to be Applied During Import

Create/Edit Rule Groups

Create/Edit Rules

Move Rules and Rule Groups

Delete Rules and Rule Groups

View/Edit Attribute Mappings

Default Attribute Mappings

Create Attribute Mapping Groups

Create Attribute Mappings

XPath Expression Builder Dialog

Building Expressions

Source Dictionary Pane

Shortcuts, XPath Operators and XPath Functions Tabs

Expression Pane

Set up Mappings Using the XPath Expression Builder Dialog - Examples

Mapping an Owner Database Attribute

Automatic Setting of Attribute Units and Types

Test Expressions

Access the Source Data Dictionary

Edit, Move and Delete Mapping Groups and Mappings

Move Mapping Groups and Mappings

Delete Mapping Groups and Mappings

View/Edit GTYPE Mappings

Import Designations from File

Conflict Resolution

Complete the Import

Set up Rules for Automatic Completion of ISO 15926 Mappings

Automatically Complete ISO 15926 Mappings

Import Designations from other Databases

Overwrite Mappings in Databases with Current Mappings

Configure the Source Data Dictionary

Access the Configuration Options

Reset the Dictionary

Populate or Update the Dictionary

Line List Configuration

Edit, Add and Delete Line List Configuration Rules

Add and Delete Rule Filters

Enter PML Expressions

LLENTRY Configuration

Create LLENTRY SCPLINE Rules

Create LLENTRY PIPE Rules

Create LLENTRY SCBRANCH Rules

Create LLENTRY Branch Rules

Create LLENTRY Component Rules

LLFROM/LLTO Configuration

Create LLFROM/TO SCPLINE Rules

Create LLFROM/TO PIPE Rules

Create LLFROM/TO SCBRANCH Rules

Create LLFROM/TO BRANCH Rules

Create LLFROM/TO Component Rules

LLDIAGRAMS Configuration

Create LLDIAGRAMS Rules

Preview Diagrams before Import

Select Diagrams to Preview

Diagram Viewer Toolbar

Keyboard Commands

Closing Diagrams and the Viewer

Diagram Viewer Settings

Import Diagrams

Import Diagrams Facility

Import Diagram Set

Create Diagram Sets

Create a New Diagram Set

Open an Existing Diagram Set

Add and Delete Files

The Diagram List

Enter Release Comments

Import Diagram Sets

Close the Diagram Set Editor without Saving

Import Progress Dialog

Additional Import Details

The Summary and Errors Tabs

Automatic Matching of Off-Page Connectors

Import using PML

Import Diagrams

Import Diagrams Individually

Import Diagrams from a Folder

Import Diagrams from a Diagram Set

View Import Messages

Save Imported Data

Diagram Connector

Diagram Connector Dialog

Select or Change the Source Off-page Connector

Set up a Connection

Connection Details

Edit a Connection

Schematic Explorer

Open the Schematic Explorer

Element Hierarchy in the Explorer

Use the Explorer

View Element Attributes

Create and Edit Elements

Rename Elements

Delete Elements

Delete Diagrams

Move and Copy Elements

View Imported Diagrams

Select Diagrams to View

Highlight and Select Items

Diagram Connectors

Other Viewer Functionality

Create and Edit Elements

Configuring the Grid

Add, Delete, Re-order and Re-size Columns

Add Database Order Column

Group by Multiple Attributes

Filter Elements

Item Type Filtering

Attribute Value Filtering

Pin Columns and Rows

Suppress Unset and Nulref Values

Set Cell Feedback Colours

Save the Grid Configuration

Cell Feedback Colours

Create Elements

Duplicate Elements

Delete Elements

Export the Grid to an Excel Spreadsheet

Release and Un-Release Data

Search in Schematic Model Manager

Standard Searches

Catalogue Search

Schematic Model Manager in LEXICON

Open the LEXICON Module with Schematic Model Manager Installed

UDA Catalogue Dialog

View and Edit UDA Attributes

View/Edit Attribute Mapping

Quantification using Metacharacters

Regular Expression Guidelines

Escape Sequence

Appendix B: Release to 3D and the Schematic Database

Appendix C: XPath Expressions

Appendix D: Diagram Set File Formats

XML File Format

Text File Format

Appendix E: Use Extracts to Manage Work and Issued Schematic Data

MDB and Database Setup

Manage Extract DB - PIDDATAEXTRACT

Issue Schematic Data to DB PIDDATA

Manage and Propagate Updates and Edits

Appendix F: P&ID Status Control in Schematic Data Model Management

P&ID Lifecycle used in this Example

Revision A. Issued for Review and Comment

Revision B. Issued for Approval

Revision 0. Approved for Design

Status Control Configuration

P&ID Status Control - An Example

How to Check if Major equipment items are at relevant positions on drawings

How to Check Connectivity from P&ID to P&ID

Appendix G: Configuration of Line Lists using Pseudo Attributes

Pseudo Attribute Configuration

Example Rule: Component Rules - Butt Welded Piping Cap

Saved Search Setup and Export to Excel

Line List Attributes and Comparison with the 3D Design

Appendix H: Units Upgrade 12.0.SP6 to 12.1

How are Element and Attributes Identified as Upgrade Candidates?

Before Running the Units Upgrade

Checking and Amending the XML file Generated in Step 1