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Plant-4D E&I .

NET
Configuration Guide

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Contents
1

Project ...................................................................................................................................... 1
1.1 Open Project.......................................................................................................................... 2
1.2 New Project ........................................................................................................................... 4
1.3 Edit Project Dialog................................................................................................................ 6
1.3.1 List of Global Dialog ...................................................................................................... 9
1.3.2 Project Tables ............................................................................................................... 11
1.3.3 Copy Modules from a Source Project........................................................................... 16
1.4 Delete Project ...................................................................................................................... 19

Project Configuration ............................................................................................................ 20


2.1 Configure Data Entry and Electrics .................................................................................... 21
2.1.1 Configuration Dialog .................................................................................................... 23
2.2 Configure Datasheet............................................................................................................ 28
2.3 Configure Wiring ................................................................................................................ 34
2.3.1 Configuration Dialog .................................................................................................... 36
2.3.2 Template Designer ........................................................................................................ 55
2.4 Configure Routing .............................................................................................................. 61
2.5 Configure Hookup .............................................................................................................. 65
2.5.1 Hookup Limitations ...................................................................................................... 69
2.6 Configure Maintenance ....................................................................................................... 70
2.7 Configure Revision ............................................................................................................. 73

Security .................................................................................................................................. 76
3.1 Users Management.............................................................................................................. 77
3.2 Users Activity ..................................................................................................................... 81

Datasheets .............................................................................................................................. 82
4.1 Datasheets Main Dialog ...................................................................................................... 83
4.2 Datasheets Configuration Dialog ........................................................................................ 90

Reports ................................................................................................................................... 97
5.1 Reports ................................................................................................................................ 98

Drawings .............................................................................................................................. 105


6.1 Drawings Main Dialog ................................................................................................... 106
6.2 Drawings Configuration Screen ..................................................................................... 110
6.2.1 Edit Lookup Table ...................................................................................................... 115

Utilities ................................................................................................................................ 118


7.1 View Builder Main Dialog............................................................................................. 119
7.1.1 Table Designer ............................................................................................................ 126
7.1.2 Open Table Dialog...................................................................................................... 129
7.1.3 Indexes Dialog ............................................................................................................ 131
7.1.4 Set Relation................................................................................................................. 135
7.1.5 Browse Table .............................................................................................................. 138
7.1.6 Tag Template .............................................................................................................. 140
7.1.7 Manage ADR Rules .................................................................................................... 142
7.2 Login ................................................................................................................................. 143
7.3 Change Password .............................................................................................................. 144
7.4 User Settings ..................................................................................................................... 145
7.5 Audit Trail ......................................................................................................................... 147

Project

1 Project
Contents
1

Project ...................................................................................................................................... 1
1.1 Open Project.......................................................................................................................... 2
1.2 New Project ........................................................................................................................... 4
1.3 Edit Project Dialog ................................................................................................................ 6
1.3.1 List of Global Dialog ................................................................................................... 9
1.3.2 Project Tables ............................................................................................................ 11
1.3.3 Copy Modules from a Source Project ....................................................................... 16
1.4 Delete Project ...................................................................................................................... 19

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Project

1.1 Open Project


A project is a group of configurations and data that will be used as a single unit to get some
defined jobs done. Typically, a Plant-4D E&I .NET project will correspond to the Plant-4D E&I
.NET Users project, or at least a tightly related group of the Users projects (e.g., one chemical
plant, one upgrade project, one unit in a plant, one area in a project).
Selecting the Open (Projects Open) option from the main menu opens the following dialog.
Use this dialog to select a project. Only the projects that you have access to will be displayed.

Note: Opening a new project without closing the active one will automatically close the active
project, and open the new selected project. When choosing Close, the selected project will be
closed.

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Project
Select the project in the list of available projects that you want to work on. From this point on, all
data and screens will refer to that project until you exit or choose a different project. The Plant4D E&I .NET title bar will display the name of the working project.

Note: You can only select projects that have been assigned by the System Configurator.

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1.2 New Project


Select Projects New from Plant-4D E&I .NET main menu to add a new project. The Add
new project dialog appears. Type in your project name and description in the indicated areas.

Click on Configuration Database

button and the following dialog appears.

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Click on Database

button and the following dialog appears.

Type the servers IP, select the type of database, and type the username and password.

Click on Verify connection

button in order to validate the information. If the validation

succeeded, click OK to exit to the main dialog.

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1.3 Edit Project Dialog


Edit Project dialog is to edit an existing project.
Select Projects Edit from Plant-4D E&I .NET main menu. The Edit Project dialog appears.

Project Name
Display the name of the project being edited.

Project Description
Display the description of the project being edited.

Client Information
Display the clients information and details. Edit the name of the client concerning the project.

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Contractor Information
Display the contractors name or company. Edit the name of the Contractor concerning the
project.

Client / Contractor Logo


Display an image of the client or contractor logo.

Add Client Logo


Click on this button in order to add a new client or contractor logo.

Remove Client Logo


Click on this button to remove the current client or contractor logo (the one that is currently
displayed).

Revision
Display the current revision number and allow you to change it.

Enable Audit Trail


The audit trail mechanism of Plant-4D E&I .NET records each change that is made in projects
database, storing the present and the last values. Select this option in order to enable audit trail,
meaning a history viewer of your project (a place where all the changes and revision made in the
project will be updated).

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Project Variables
Click on this button to open the Project Variables dialog to define user memory variables. See
Section 1.3.1 List of Global Dialog for details.

Project Tables
Click on this button to open the Project Tables dialog to define projects table details. This
dialog displays a list of all the tables used in Plant-4D E&I .NET. It lists their database type,
location, data type, default color scheme, etc All tables that are used in Plant-4D E&I .NET
MUST be defined in here. See Section 1.3.2 Project Tables for details.

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1.3.1 Project Variables Dialog

Project Variables dialog is to add, modify, and delete global variables from your project. The
values that are stored in user global variables may be changed in user functions as desired;
however, the default value will be loaded each time the project is selected. The Pick List lists the
existing global variables defined and initialized on project selection to the values displayed.
These values may be derived from expressions.

Add Variable
Click on this button to launch the Add Global Variable dialog to add a new entry defining
its name, expression, and description. Use this dialog to define the name and value of a user
global memory variable. These variables will be available in the expression builder dialog,
and throughout the project. They may be used to store data for later use or as lookup
information that is project specific without the need to create a data table to store them.
These variables are initialized when selecting the project.

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Name
Enter here the name of user variable. All user variables MUST begin with two underscores __.
The maximum length of a variable name is 10 characters (including the two underscores).

Expression
Display the expression for the memory variable.

Description
Display the description for the new global variable.

Edit Variable
Click on this button to edit the highlighted entry in the global variables list, redefining its name
and default value.

Delete Variable
Click on this button to remove the highlighted entry in the global list. Note that this is
unrecoverable.

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1.3.2 Project Tables

Project Tables dialog is to determine the names, paths, display characteristics, and copy
characteristics of database files. The data defined here is used when opening new projects
based on an existing project. Plant-4D E&I .NET needs to know how to copy a file
whether it is structure only, or with data records, or to leave it in a global location.

Tables List
Display a list of all tables. Click on the entry to view its properties.

Add Table
Click on this button to open Add Table dialog.

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Name
The new table's name can be selected from Select Table dialog using Select Table

button

or can be typed in the Name field.

Description
Type on here a description for the new added table.

Connection
Select the connection used to add the new table.

Select Text Color


Click on this button to set the foreground, pen, and color of form controls using data from the
current table.

Select Fill Color


Click on this button to set the background, fill, and color of form controls using data from the
current table.

Delete Table
Select a table and click this button to remove it from the Project Tables List.

Name
Display the file name of the selected table.

Select Fill Color


Click on this button to set the background, fill, and color of form controls using data from the
current table.

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Select Text Color


Click on this button to set the foreground, pen, and color of form controls using data from the
current table.

Description
Display the description for the current table. This is used extensively in Plant-4D E&I
.NET when selecting tables. This description should be concise, unique, and describe the
tables used.

Type
Display a list of Plant-4D E&I .NET table types. The table types can be data, system,
template, hybrid, or public.

Connection
Display the current table's connection.

Edit Connection
Click on this button to open Project Connections dialog to display a list with all connections
used in the project. You can add new connections, edit the selected connections, or delete
connections.

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Add Connection
Click on this button to add a new connection. Add Connection for dialog will be displayed.

IP / Name
Type here the instance name of the SQL server or its IP.

Database
Type here the name of the database where the new connection should be added.

User / Password
Type here the user's name and password defined previously for the SQL Database.

Connection Name
Type here the desired name for the new connection.

Description
Type here a description for the new connection.
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Edit Connection
Click on this button to open Edit Connection for dialog to modify the selected connection.

Delete Connection
Click on this button to delete the selected connection.

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1.3.3 Copy Modules from a Source Project

Use this wizard to copy modules from source project to a new project. This will allow you
to use all features of Plant-4D E&I .NET. A set of default data will be copied as well.

Select Projects Edit - Copy Modules

button. The Copy Project Modules dialog

appears.

Source Project
Use the drop down list to select the source project name.

Destination Project
Display the name of the destination project (the project that is currently edited).

Link Project Checkbox


If you do not check the Link Project Checkbox, you select a Copy operation. For a copy
project, the selected modules are copied, and after the copy operation is completed, the
target project becomes independent from the source project. In the Copy process, the
following entities will be copied: SQL data table; Plant-4D E&I .NET tables definition,
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tags definition, tags format; sub modules definition (DE, DS, ELEC, WIR); views, view
tables, ADR rules, view relations; form definitions, form dlls; report definitions, report
files; drawing definitions, signs, lookup tables.

If you check the Link Project Checkbox, you select a Link operation. For a linked project,
all the source project modules will be marked for copy. After the operation is completed,
the source and target projects will be linked. Any change made in projects configuration
will be reflected in the other. The configuration of a linked project will be shared with the
source project. In the link process the following entities will be copied: SQL data table;
Plant-4D E&I .NET tables definition, tags definition, tags format; sub modules definition
(DE, DS, ELEC, WIR); views, views tables, ADR rules, views relations; forms
definition; report definitions; drawing definitions, lookup tables.

Note: Forms dlls, report files, and signs are not copied in the linked project. Their Source
Project ID and Screen Status settings will show the status and source project information
used at runtime, so that they will be loaded from the master project.

Cancel
Click on this button to exit to the Plant-4D E&I .NET main menu.

Next
Click on this button to go to the next step to select the modules/sub modules to be copied.

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Modules List
Display in a tree view all modules and sub modules from the project. To select modules to be
copied, check the boxes adjacent to them.

Next
Click on this button to go to the next step to start the copy process.

Start
Click on this button to start the copy process.

Finish
This button is available when the copy process is finish. Click on this button to finish the copy
process.

Note: SYSTEM tables will be copied with structure and necessary data
TEMPLATE tables will be copied with structure and all data
DATA tables will be copied only with structure, without data.

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1.4 Delete Project


Use Delete Project dialog to remove a project from the list of available projects in Plant-4D E&I
.NET. It will remove the project for all users. If you wish to remove a project for a particular
user, use Projects Security Users dialog from Plant-4D E&I .NET main menu.
Select on Projects Delete from Plant-4D E&I .NET main menu to open Delete Project
dialog.

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Project Configuration

2 Project Configuration
Contents
2

Project Configuration ............................................................................................................ 20


2.1 Configure Data Entry and Electrics .................................................................................... 21
2.1.1 Configuration Dialog .................................................................................................... 23
2.2 Configure Datasheet............................................................................................................ 28
2.3 Configure Wiring ................................................................................................................ 34
2.3.1 Configuration Dialog .................................................................................................... 36
2.3.2 Template Designer ........................................................................................................ 55
2.4 Configure Routing .............................................................................................................. 61
2.5 Configure Hookup .............................................................................................................. 65
2.5.1 Hookup Limitations ...................................................................................................... 69
2.6 Configure Maintenance ....................................................................................................... 70
2.7 Configure Revision ............................................................................................................. 73

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Project Configuration

2.1 Configure Data Entry and Electrics


Select on Projects Configure Data Entry from Plant-4D E&I .NET main menu. The
Configure Data Entry dialog will appear. Use this dialog to configure the Data Entry and
Electrics module menu entries and dialogs. It is also to configure the Data Entry Screen for each
of the modules separately, and to define the layout of the screens and assign data table fields or
variables to each of the fields on the screen.

Description
Display the description for the selected menu entry.

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Add New
Click on this button to launch a New Module dialog to enter the name and description for a new
screen dialog.

Delete
Click on this button to remove the selected item from the list.

Insert Menu Delimiter


Click on this button to add a delimiter to group the menu options.

Configure
Click on this button to launch the form configuration dialog of the highlighted entry above.

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2.1.1 Configuration Dialog

Select on Instrument Index from the Modules list, and click on Configure

button.

The configure screens will appear to select the data sources or view, copying or sharing forms
from/with other projects, and more

Description
The screen description is used on the module menu and as the title for the form at run-time.
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View
This text box displays the name of the view currently associated with the form.

Select View
Click on this button to open Select from a list dialog to choose the view that fits the form.

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Edit View
Click on this button to modify the selected view in View Builder dialog. See Section 7.1 View
Builder for details.

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Screen: Change Form Layout

button

Click on this button to open File Properties dialog to display the information about dll file used
for the selected screen.

Jump To: Open Jump to Dialog

button

Click on this button to open Jump to dialog to define which screen or modules the user can jump
to, and how data will be located in the target forms.

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Never Jump
This is a list of the screen used in the project that cannot be jump to another screen.

Jump To
This is a list of the screen that is enabled the Jump to option from the selected screen.

Use Select

button and Remove

button to move items from the Never Jump to Jump To

lists.

Document Settings
Click on this button to open Document Connections dialog to store Document Number, Creation
Condition, and Filter Condition for the selected screen.

Note: Use

button to open Expression Builder dialog to add expressions and conditions.

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2.2 Configure Datasheet


Select on Projects Configure Data Sheets from Plant-4D E&I .NET main menu to display
the default setting for the datasheet module. The datasheet module contains several datasheet
classes. Each class is a self-contained group of settings that describes the viewed database tables,
the system file names to be used, and other auxiliary settings.

Add New Class


Click on this button to add a new datasheet class.

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Copy
Click on this button to add a new data sheet and copy the current setting to the one added.

Delete
Click on this button to delete the currently selected datasheet class.

View
Display the name for the view of the current class.

Select View
Click on this button to select other view for the current datasheet class from Select from a list
dialog.

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Edit View
Click on this button to edit selected view for the datasheet class in View Builder dialog. See
Section 7.1 View Builder for details.

Tag Number
Display the expression defining the data source for the datasheet items. Click the Get Tag
Number Expression

button to select the expression for tag number.

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List Tag as
Display the expression defining the data source for the datasheet items as displayed on the Form
and Tags List dialog. Use Get List Tags as Expression

button to open Expression Builder

dialog to define the structure for the datasheet items.

Form ID
Display the expression defining the data source for the datasheet form ID code. The form ID is
used to connect the datasheet item to a specific datasheet form. Use Get Form ID Expression
button to open Expression Builder dialog to define the structure for the datasheet form ID code.

See List Alias


Display the expression defining the alias name for the datasheet See List data system tables.

Manual Alias
Display the expression defining the alias name for the datasheet manual data system tables.

See List Code


Display the expression defining the data source for the datasheet See List ID code. The See List
ID is used to connect the datasheet item to a specific See List. Use Get See List Code Expression
button to define the data source for the datasheet See List code.

See List Reference


Display the caption or comment for data appeared on the See List report.

See Notes Reference


Display the caption or comment for data that does NOT appear on the See List report and is NOT
edited in a See List.

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Default Document Number
Display the expression defining the data source for the datasheet document number. Use Get
Document Number Expression

button to open Expression Builder dialog to define the data

source for the datasheet document number.

Default Header/Footer
Display the folder location and file name of the header/ footer form. The header/footer form is
usually a small form to display project title and document revision data and common to several
forms in the same class. Use Customize Default Header/Footer List

button to open Add or

Delete Headers or Footers Templates dialog to manage template files for headers or footers.

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Template Form
Display the file name of the datasheet template form that shall be used by default for a new
datasheet form created in the current class. Use Customize Template Form List

button to open

Add or Delete Forms Templates dialog to manage template files for forms.

Color Scheme
Display the result of the color combination selected with the Fill Color

and Pen Color

buttons.

Fill Color
Click on this button to open Color dialog to choose color for the fill or background. The selected
color will be displayed on the adjacent text box.

Pen Color
Click on this button to open Color dialog to choose color for the pen or foreground. The selected
color will be displayed on the adjacent text box.

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2.3 Configure Wiring


Select on Projects Configure Wiring from Plant-4D E&I .NET main menu. The Configure
Wiring dialog will appear. Use this dialog to configure the wiring module menu entries and
define the menu order of the sub-modules. The leading dialog on wiring screens and its functions
are similar to those on the data entry screen. The main difference is located on the wiring
configuration dialog, as it will be explained.

Description
Display the description for the selected menu entry. This will also be used for the form title.

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Add New
Click on this button to launch a New Module dialog to enter the name and description for a new
screen dialog.

Delete
Click on this button to remove the selected item from the list.

Insert Menu Delimiter


Click on this button to add a delimiter to group the menu options.

Configure
Click on this button to launch the form configuration dialog of the highlighted entry above.

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2.3.1 Configuration Dialog
Select on Projects Configure Wiring from Plant-4D E&I .NET main menu, and then select
JBOX Junction Boxes on the Modules list. Click on Configure

button.

The JBOX Junction Boxes dialog appears. Use this dialog to configure the wiring sub-module
and define the wiring logic behind the dialogs. An example of configurable wiring sub-modules
are Junction Boxes, DCS System, PLC System, Instrument Rack, Marshalling Cabinet, Power
Distribution, and Cable List.

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Description
Display the wiring sub-module name that is currently being configured.

View
Displays the name of the view currently associated with the sub-module.

Select View
Click on this button to open Select from a list dialog to choose an existing data environment
view.

Edit View
Click on this button to build a data environment view containing tables and templates required
for the current sub-module.
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Wiring General Info: Change Form Layout

button

Click on this button to open File Properties dialog.

File Properties: File and Class Fields


Display information about the dll file.

Version: Local File Properties and Server File Properties Fields


Display information about the dll files from the server, and the one that is used locally.

Download File from Server


Click on this button to download locally the server file version. It is recommended when the
server version is newer than the local file version.

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Upload File to Server


Click on this button to upload the local file version to server. It is recommended when the local
version is newer than the server file version.

Status: Folder, Status, and Source Project Fields


Indicate the folder that contains the dll, the source project, and the file status.

Add New File


Click on this button to add a new dll file for this form. Select the file location on the Open
window that will appear.

Print Empty
Click on this button to print the selected form structure without data.

Select File
Click on this button to open Select from a List dialog containing the dll files from the selected
folder.

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Link File
Click on this button to link the dll file of the form to another dll file from the current users
project. Select Project dialog will appear.

Copy File
Click on this button to copy the dll file from the current users project. Select Project dialog will
appear.

Jump To: Open Jump to Dialog

button

Click on this button to open Jump to dialog to define which forms or modules the user can jump
to. This dialog allows you to make quick transition between screens with the Jump to tool. This
dialog defines the available forms and modules that the user can enter directly from the user
current active form.

Never Jump
This is a list of the screen used in the project that cannot be jump to another screen.

Jump To
This is a list of the screen that is enabled the Jump to option from the selected screen.
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Use Select

button and Remove

button to move items from the Never Jump to Jump To

lists.

Document Settings
Click this button to open Document Connections dialog to store Document Number, Creation
Condition, and Filter Condition for the selected screen.

Note: Use

button to open Expression Builder dialog to add expressions and conditions.

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Wiring Configuration: Configure

button

Use this button to open Configure dialog.

View
Display the name of the view currently associated with the sub-module.

Description
Display the wiring sub-module name that is currently being configured.

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Basic Setup
This page is to configure sources tables for the entity's list, the descriptions tables, and the
templates. This dialog is also used to setup titles for the List of Entities screen, Detailed Wiring
screen, and General Information screen. There can be configured a template picture to be used in
the List of Entities screen.

List of Entities
This page is to define setting for the List of Entities and to create condition for Assignment and
Detailed Wiring.

Assignment
This page is to setup Assignment configuration.

Wiring
This page is for Detailed Wiring configuration.

Single Cable
This page is for single cable configuration.

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2.3.1.1 Basic Setup

This page is to configure sources tables for the entities list, the description tables and the
templates. This dialog is also used to setup titles for the List of Entities screen, Detailed Wiring
screen and General Information screen. There can be configured a template picture to be used in
the List of Entities screen.

Entities List
Select from this list the source table for the list of entities.

Description
Automatically display the alias name of the descriptions table.

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Template
Automatically display the alias name for the templates table.

Template Name
Use Set Expression

button to open Expression Builder dialog to set which field from the

Entities table keeps the template name.

Template Picture
Define a template picture used in the List of Entities screen. Use Set Expression

button to

open Expression Builder dialog.

Entities List
Type the title that will appear in the List of Entities screen.

Wiring
Type the title that will appear in the Detailed Wiring screen.

General Information
Type the title that will appear in the General Information screen.
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2.3.1.2 List of Entities

This page is to define setting for the List of Entities and to create condition for Assignment and
Detailed Wiring.

Alias
Automatically display the alias name of the Entities Table.

Name
Use Set Expression

button to open Expression Builder dialog. Here is defined the entities

name displayed on the screen.

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Description
Use Set Expression

button to open Expression Builder dialog. Here is defined the description

displayed on the List of Entities.

Sub Module ID Field


Use Set Expression

button to open Expression Builder dialog. Here is to set the sub-module

ID that will be included in the List of Entities.

Add Contractor Logo


Click on this button to add an icon used in the List of Entities as first character.

Remove Contractor Logo


Click on this button to delete selected icon.

Assignment: Enabled and Read Only Fields


Use Set Expression

button to open Expression Builder dialog. Type a condition for entry

assignment (True=1, False=0).

Wiring: Enabled Field


Use Set Expression

button to open Expression Builder dialog. Type a condition for entry in

detailed wiring (True=1, False=0).

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2.3.1.3 Assignment

This page is to setup Assignment configuration.

Alias
Automatically display the alias name of the Entities Table.

Name
Automatically display the entities name that will appear in the List of Entities.

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Address Length
Display the full address length. This is an important indicator of correct configuration. For
accurate behavior of the relational database, the keys used in the wiring MUST have the
same expression length. This value will be used later to correlate the target expression of the
wiring item table.

Exclusive Assign
Check on this box to set on the exclusive assign (to be assigned only one item per each position).

Add Contractor Logo


Click on this button to add an icon used in the Assignment as first character.

Remove Contractor Logo


Click on this button to delete selected icon.

Entities List
Select from this list the source table for assigned items.

Name
Use Set Expression

button to open Expression Builder dialog to define the name used for

assigned items.

Position
Use Set Expression

button to open Expression Builder dialog to define the expression of the

starting point for assigned items in the junction box.

Scope
Use Set Expression

button to open Expression Builder dialog.

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Display
Use Set Expression

button to open Expression Builder dialog.

Include Condition
Use Set Expression

button to open Expression Builder dialog to define the condition used for

items from I/O to be included in Assignable items list.

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2.3.1.4 Wiring

This page is to setup Detailed Wiring configuration.

Alias
Automatically display the alias name of the Entities Table.

Name
Automatically display the entities name that will appear in the list.

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Exclusive Wiring
Check on this box to set exclusive wiring on (only one cable connected per each position).

Add Contractor Logo


Click on this button to add an icon used in the Detailed Wiring as first character.

Remove Contractor Logo


Click on this button to delete selected icon.

Default Name
Use Set Expression

button to open Expression Builder dialog to define the expression used

for Cable Wiring.

List Filter
Display the data filter condition expression that determines data to be included in a document.

Loose Wires: From/To


These areas indicate the loose wires included in Loose Wires list.

Preserve Loose Wires


Check this box to keep loose wires in the list.

Jumpers: From/To
These areas indicate the jumpers added in one entity.

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2.3.1.5 Single Cable

This page is to setup Single Cables configuration.

Cable Data: Default Name


Use Set Expression

button to open Expression Builder dialog to define the expression for the

new cable added in cables list after an assign.

Cable Data: When


This text box displays the expression for when to add a cable automatically in the assignment
dialog. Use Set Expression

button to open Expression Builder dialog to build the logical

expression.

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Project Configuration
Cable Data: Type
Use Set Expression

button to open Expression Builder dialog to define the link between

IO.inst_term and Cables Templates.

Panel Wiring: When


Display the expression for when to add jumpers automatically for the assignment item in the
assignment screen. The jumpers behave as though they are single wires. Use Set Expression
button to open Expression Builder dialog to build a logical expression.

From Side: Connection Module


Click on the

button to select the wiring module in which the source or from side of the

cable will be maintained or edited.

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Project Configuration
2.3.2 Template Designer

Edit Template dialog is to maintain the current modules wiring templates. A wiring template is a
set of data that corresponds to the physical and logical arrangements of wiring entities. That is,
the allocation of assignment address, the grouping of terminals for wired signals, the terminal
numbering scheme used, and the availability of terminals.
To open Edit Template dialog, select Wiring Instrumentation - (select one of the option)
from Plant-4D E&I .NET. Click on the Edit Template

button. The Edit Template dialog

appears.

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Template Name
Click on the drop down list to select the template. The dialog will be refreshed to show the
data for the selected template.

No. of Points
Display the number of entries (positions) of the selected template.

Display as
Click on the drop down list and select the display mode desired. You can view the template
in one of two modes, Assignment or Wiring. Selecting one of the options will refresh the
dialog to display the template in the selecting mode.

Template Description
Click on this button will launch the Template dialog to view and edit general information
associated with the template.

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Add Template
Click on this button to open Enter New Typical Name dialog to enter the name for the new
template. Use the dialog to define to assignment and wiring arrangements desired for the current
template. Template names MUST be unique.

After entering the new template name, the New Template dialog will appear. Use this dialog to
construct wiring templates. Enter the number of grouping items (addresses) and the number of
items in the groups (terminals). Use the edit labels button to automate the population of template
position indices and labels. Remember to use the preview button to build and view the results
prior to exiting the dialog.

No. of Repeated Sequences


Enter here the number of repeated groups or number of address required. For example, a
PLC card with 16 address and 48 terminals (3 terminals/addresses); you would have to enter
a value of 16 here.

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No. of Items in Each Sequence
Enter here the number of items (terminals) in each group required. For example, a PLC card
with 16 address and 48 terminals (3 terminals/addresses); you would have to enter a value of
3 here.

Edit
Click on this button to define how the template data will be constructed. Use the macro command
@S, @P and @I to automatically generate template data. @S enters the sequence number, @I
enters the item number in the group, and @P enters the overall item running number.

Clear
Click on this button to clear the definitions and start fresh.

Preview
Click on this button to view the results of the automatic template data generation. Any small
changes required such as additional entries or data can be made in the Template Designer dialog.

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Edit Template
Click on this button to open Template Builder dialog to define assignment and wiring
arrangements for the current template.

Copy - Template
Click on this button to open a dialog to enter the name of the new template, and then
copy the current template to the entered name. Template names MUST be unique.

Delete Template
Click on this button to delete the current template. Do NOT delete templates that are in use
without replacing them with a new template with the same name. If you delete templates
the entities using them will become unavailable.

Add Record
Click on this button to open Enter position dialog. Use it to enter the desired position
number in the template. The position number updated, assignment, or wiring will depend
on the display mode selected above.

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Edit
Click on this button to launch the Enter position dialog. The position number updated
depends on the display mode selected in the drop down list above.

Delete Record
Click on this button to delete the highlighted entry in the template contents list above.

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2.4 Configure Routing


Select on Projects Configure Routing from Plant-4D E&I .NET main menu to display the
default setting for the routing.

Select Metric System


Click on the drop-down menu to select the unit system.

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Scaling Factor
Select the scaling factor you want to use in the 3D model.

Select Search Zone


Select the limit for searching the nearest cable trace of the cable routing.

Instrument Table
Select table that contains the instrument data on the drop-down list.

Instrument Index Name


Display the sorting of the Instrument Table. Click on the Select Index Name

button to select

the type of sorting on the Instrument Table.

Get Coordinates from


Check the Get Coordinates from checkbox to select a separate table to get the coordinates.

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Coordinates Located in
Select from the drop-down list where the coordinates of X, Y, and Z are located.

Relation with Instrument Table


This is an expression to join the separate coordinate table (if you check the Get Coordinates from
checkbox) with the Instrument Table.

Single Layer Cable Expression


This is an expression to specify at what point you have to keep the cable in a single layer. Click
on the Set Expression

button to build the expression. For example:

Server Keep Alive Interval


This is the time-out for the server when performing the cable routing.

Cable Timeout
This is the time-out for each individual cable when performing the cable routing.

Entities Definitions
Display the definition of the entities. To add a new definition, click on add New Entity Definition
button. Enter the new definition name at the field provided. To delete the selected definition,
click on Remove Entity Definition

button.

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Wiring Entities Table
Select table that contains the wiring entities on the drop-down list.

Entities Index Name


Display the sorting of the Wiring Entities. Click on the Select Index Name

button to select

the type of sorting on the Wiring Entities

Coordinates Located in
Select from the drop-down list where the coordinates of X, Y, and Z are located.

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2.5 Configure Hookup


Select on Projects Configure Hookup from Plant-4D E&I .NET main menu to display the
default setting for the hookup module. You may select one of the public hookup libraries to work
from, or copying one to a local project library. Local hookup libraries are located under the
project folder in the hookup directory. Public hookup libraries are located in any accessible
location on the computer or network.

Hookup Library Description


Display the name of the selected hookup library.
Hookup Library Type Public/Local
Select Public to use a public hookup library, or select Local to use a local hookup library.

Select from Public Libraries


Click on this button to open Hookup Libraries dialog to select library from a list of public
hookup libraries available.
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Make It Public
Click on this button to allow the current local project library to be declared as a public library for
used with other projects. Enter the new library name in the dialog provided.

Copy from Public Library


Click on this button to open Hookup Libraries dialog to select the source hookup library, which
is the file and the configuration data to copy from.

Edit Library Table


Click on this button to edit the library table.
Hookup Parts Parts File
Display the file name and location of the hookup parts file. When the library is public, you may
choose to have the parts file local or public. When the library is local, the parts file is also local.
The part file name may NOT be changed.
Hookup Parts Type Public/Local
Select Public for public hookup part files. The file location is dependent on the public hookup
parts selected. Select Local for local hookup part files. The file location is dependent on the
folder of the current project.

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Select from Public Part Files List


Click on this button to open Hookup Libraries dialog to select part file from a list of public
hookup parts available.

Make It Public
Click on this button to allow the current local project library to be declared as a public library for
used with other projects. Enter the new library name in the dialog provided.

Copy from Public Parts


Click on this button to open Hookup Libraries dialog to select the source hookup part, which is
the file and the configuration data to copy from.

Edit Parts Table


Click on this button to edit the parts table.
Hookup Units Units File
Display the file name and location of the hookup units file. When the library is public, you may
choose to have the units file local or public. When the library is local, the units file is also local.
The units file name may NOT be changed.

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Hookup Parts Type Public/Local
Select Public for public hookup unit files. The file location is dependent on the public hookup
unit selected. Select Local for local hookup unit files. The file location is dependent on the folder
of the current project.

Select from Public Unit Files List


Click on this button to open Hookup Libraries dialog to select unit from a list of public hookup
units available.

Make It Public
Click on this button to allow the current local project library to be declared as a public library for
used with other projects. Enter the new library name in the dialog provided.

Copy from Public Units


Click on this button to open Hookup Libraries dialog to select the source hookup unit, which is
the file and the configuration data to copy from.

Edit Units Table


Click on this button to edit the units table.

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2.5.1 Hookup Limitations

When deleting parts from a hookup, the parts should be deleted from drawing file (dwg/dgn/vsd).
When the part is added to the hookup, it is also added to the database in Hookup Parts table and
also as graphical elements (circle+line+text) to the drawing file (dwg/dgn/vsd). Unique handle
ids of the graphical elements are saved in Hookup Parts (to be used at deleting hookup parts).
But, when switching between CAD application (AutoCAD / MicroStation / Vision), saved
handle ids are useless for a different CAD applications.

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Project Configuration

2.6 Configure Maintenance


Select on Projects Configure Maintenance from Plant-4D E&I .NET main menu. The
Maintenance - Configure Classes dialog will appear. This dialog is to define the classes for
different kind of maintenance operations and users right.

Maintenance Classes
Display all the maintenance classes available on the option Maintenance Maintenance Classes
from Plant-4D E&I .NET main menu. Choose the desired maintenance class from the drop-down
list to be edited.
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Add New Class


Click on this button to add a new maintenance class. The new maintenance class will be added to
the option Maintenance Maintenance Classes from Plant-4D E&I .NET main menu
automatically. Enter the new class name in the field provided as shown below:

Delete
Click on this button to delete the selected class shown in Maintenance Classes field.

Default View
Display the users view selected. You can choose the existing view by clicking on the Select
View

button, or make a new one by clicking on the Edit View

button. See Section 7.1

View Builder for further detail.

Main Filter
Click on the Get Main Filter Expression

button to create a filter expression. This option is to

filter the leading table.

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Main Table
Display the main table (leading table) taken from the View Builder dialog.

Main Index
Display the main index taken from the View Builder dialog. You can change the main index by
clicking on the Edit View

button. See Section 7.1.3 Indexes Dialog for further detail of how

to change the main index.

Maintenance Routines Table


Display the name of the maintenance routine table created on the configuration database.

Maintenance Job Table


Display the name of the maintenance job table created on the configuration database.

Group Expression
Display the default value of the group expression that will be displayed on the interface. This is
how you define a group of devices for similar type.

Tag Expression
Display the default value of the tag expression that will be displayed on the interface.

Description Expression
Display the default value of the description expression that will be displayed on the interface.

Manufacturer Expression
Display the default value of the manufacturer expression that will be displayed on the interface.
This is important because the entire task in the maintenance is usually based on the
manufacturers recommended maintenance intervals.

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Plant Expression
Display the default value of the plant expression that will be displayed on the interface. This is
very important in case you have different parts of your plant, and some parts are in the difficult
environmental conditions. It makes you to change the kind of routines you do, and the
maintenance schedule will also be changing.

Maintenance Tag Details


This is for maintenance details. You can label the parameter on the Label column. Fill in the
Expression column by clicking on the

button from Edit column to select the value for that

particular Label. You can remove the selected row by clicking on the

button from Delete

column.

Jump To: Open Jump to Dialog

button

Click on this button to open Jump to dialog to define which screen or modules the user can jump
to, and how data will be located in the target forms.

Never Jump
This is a list of the screen used in the project that cannot be jump to another screen.

Jump To
This is a list of the screen that is enabled the Jump to option from the selected screen.

Use Select

button and Remove

button to move items from the Never Jump to Jump To

lists.
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Project Configuration

2.7 Configure Revision


Select on Projects Configure Revision from Plant-4D E&I .NET main menu to display the
revision level and status descriptions available in the current project. The setting entered here
defines the revisions available in the document manager and print manager dialogs.

Revisions Major
Display a list of primary or major revision numbering system.
Revisions Minor
Display a list of secondary or minor revision numbering system.
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Revisions Status
Select or type in next to the * icon the description for revision status.
Default Revision Major
Click on the drop-down list to select the default major revision value for use when a new
document is added to the document manager.
Default Revision Minor
Click on the drop-down list to select the default minor revision value for use when a new
document is added to the document manager.
Default Revision Status
Click on the drop-down list to select the default revision status.

Revision Markings
Check on the Enable Revision Markings checkbox to activate the revision marking system. This
is used for Data Entry screens, Data Sheets, Drawings, Reports, etc... Any change made in those
forms will be written with a special font.

Select Font
Click on this button to open the Font dialog to select font type, size, and style. Change made in
this dialog is displayed next to the Select Font

button.

Note: Revision Markings mechanism is functioned only after the following steps:

Enable revision markings from Revision Levels Definitions dialog

Enable audit trail mechanism from Edit Project dialog

At least one revision is defined for current document (data-entry scree, datasheets,
drawings, reports, etc)

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Security

3 Security
Contents
3

Security .................................................................................................................................. 76
3.1 Users Management.............................................................................................................. 77
3.2 Users Activity ..................................................................................................................... 81

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Security

3.1 Users Management


Select on Projects Security Users from Plant-4D E&I .NET main menu. Users dialog
appears.

Users List
Display all defined users. Users characteristics are the account, first name, last name, e-mail
address, phone number, and the language. Those characteristics may be changed using General
Information page at the bottom of the Users Management page.

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Security
Administrator Checkbox
Used for giving a permit to the current user to have administrator rights.

Add
Click on this button to add a new user on the Add User dialog.

Delete
Click on this button to delete the selected user from the Users List.

Change Password
Click on this button to change the selected users password. The Change Password dialog will
appear as the following. Type the old and new password. There are two check-boxes password
never expires and change password at the next login. Check these boxes according to the case.

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User Rights
Click this button to open User Rights dialog to configure rights for the current users projects.

Assigned Projects
Display all the projects are assigned to the selected user. Select Configurator checkbox set the
selected user configurator rights on the assigned projects.

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Assign Project
Click on this button to open Select Project dialog. It displays a list of the available projects that
are not assigned to the selected user. If the list is empty, it means that all the available projects
have been assigned to the selected user.

Unassign Project
Click on this button to delete the selected project from the current users list.

Copy User Rights


Click on this button to copy user rights from another user.

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Security

3.2 Users Activity


Select on Projects Security Users Activity from Plant-4D E&I .NET main menu to show all
the active modules/sub-modules of the current user in the active projects.

Refresh
Click on this button to refresh the Users Activity list if some changes are made opening new
screens or closing the opened ones.

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Datasheets

4 Datasheets
Contents
4

Datasheets .............................................................................................................................. 82
4.1 Datasheets Main Dialog ...................................................................................................... 83
4.2 Datasheets Configuration Dialog ........................................................................................ 90

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4.1 Datasheets Main Dialog


Select Data Sheet Forms List from the main menu of Plant-4D E&I .NET. Data Sheets
dialog serves as a master for the entire module.

List of Forms
Contain all the datasheet forms defined in the project. Click on an entry to highlight it for
further use. The format of the text displayed in the list is defined by the project configurator
in the Datasheet Default Parameters.

Forms are divided into classes (Icon). Double clicking on the Class Entry will open up the
List of Forms. Double clicking again on the Class Entry will close the List of Forms. Double
clicking on the form will open up the List of Tags assigned to this form.

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Edit
Click on this button to open the datasheet update screen for the selected form. The first tag
found using this form would be loaded for data entry or editing. Doing the same operation
when a specific tag is selected will load the form for this special tag.

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Print
Click on this button to open the Print Manager dialog which contains documents
connected to all tags associated with the selected datasheet form. Checkmark the
checkbox near the document to select the printed documents.

Configure Datasheet Form


Click on this button to open the Configure dialog to change Screen Configuration, Jump
to definitions, Add, Delete, Rename, and Document Settings.

Jump to Tags List


Click on this button to open Tags List dialog to view tags available under the current
datasheet class, so that you may connect them to a datasheet form.

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Datasheet Name
Display Datasheet Class name or Datasheet Form name according to the item selected
before pressing the Jump to Tags List

button.

Assign Tag
Display a list of available Datasheet Forms or See List.

List of Tags
Display a list of the tags currently associated with all datasheet forms from the selected
Datasheet Class, or only the tags associated with the selected Datasheet Form. Click on the list
entry to highlight it for further action.

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Edit
Click on this button to edit selected tag on the List of Tags.

Print
Click on this button to print and revision editing on selected tag.

Find
Click on this button to find the tag number.

Show All Tags


Click on this button to show all the available tags associated or not to the datasheet.

Manage Forms: Add New Form

button

Click on this button open Add New Datasheet Form dialog to create a new datasheet form.

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Manage Forms: Delete Form

button

Click on this button to delete selected datasheet form. If the items are connected to the form, you
will be advised to remove them first.

Note: This action does not delete the file. It only removes the form name from the list of
available forms.
Manage Forms: Find

button

Click on this button to find the form name in the data entry window to go to the first matching
record.

See Lists Add New See List

button

Click on this button to open Add See List dialog to create a new See List for the selected
datasheet form.

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See List ID
Enter the See List Name or ID. This must be a unique name or number for the current datasheet
form. The See List ID name or number is very similar to the Datasheet Form name. It is to keep
tabs on tags associated with the See List. The project configurator should define a field that holds
this ID. Those tags containing a valid code in the define field will have a See List entry
corresponding to them. The See List ID recommended is to be based on the form name. For
example, if the form name is DS500, then create a See List based on the 500 number, i.e. SL500.

Document Number
Type in the document number used for the See List. The entered number will be checked for
existence in the document manager. If it is a new number, it will be accepted, otherwise, the user
is noticed to enter a different number.

See Lists: Delete See List

button

Click on this button to delete the selected see list form. If the items are connected to the form,
you will be advised to remove them first.

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4.2 Datasheets Configuration Dialog


Select Data Sheet Forms List from the main menu of Plant-4D E&I .NET. Select one of the
datasheet form, for example DS 140 Magnetic Flow Transmitter. Click on Configure
Datasheet Form

button.

Description
Display the description of selected datasheet form. You can modify the description.

View
Display the view that is set for the datasheet in Configure Datasheet dialog. This view can be
edited only in Configure Datasheet Classes dialog.

Edit View
Click on this button to open View Builder dialog and modify the selected view.

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Screen: Change Form Layout

button

Click on this button to open File Properties dialog.

File Properties: File and Class Fields


Display information about the datasheet dll file.

Version: Local File Properties and Server File Properties Fields


Display information about the dll files from the server, and the one that is used locally.

Download File from Server


Click on this button to download locally the server file version. It is recommended when the
server version is newer than the local file version.
Upload File to Server
Click on this button to upload the local file version to server. It is recommended when the local
version is newer than the server file version.
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Status: Folder, Status, and Source Project Fields
Indicate the folder that contains the dll, the source project, and the file status.

Add New File


Click on this button to add a new dll file for datasheet form. Select the file location on the Open
window that will appear.

Print Empty
Click on this button to print the selected form structure without data.

Select File
Click on this button to open Dll Tree View dialog containing datasheets folder displayed in a tree
view. This dialog is to select dll files for current datasheet form.

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Link File
Click on this button to link the dll file of the datasheet to another dll file from the current users
project. Select Project dialog will appear.

Copy File
Click on this button to copy the dll file from the current users project. Select Project dialog will
appear.

Jump To: Open Jump to Dialog

button

Click on this button to open Jump to dialog to define which screens or modules the user can
jump to, and how data is located in the target forms.

Never Jump
This is a list of the screen used in the project that cannot be jump to another screen.

Jump To
This is a list of the screen that is enabled the Jump to option from the selected screen.

Use Select

button and Remove

button to move items from the Never Jump to Jump To

lists.
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Document Settings
Click on this button to open Document Connections dialog to store Document Number, Creation
Condition, and Filter Condition for the selected screen.

Note: Use

button to open Expression Builder dialog to add expressions and conditions.

Datasheet Configuration
Click on this button to open Configuration for dialog to form configuration and tag assignation
description.

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List Tags as
Display the expression defining the data source for the datasheet items as displayed on the Form
and Tags List dialogs used in the current form.

Get List Tags as Expression


Click on this button to open Expression Builder dialog to define the structure of the datasheet
items as displayed on the Form and Tags List dialogs used in the current form.

Select Header/Footer
The header/footer form is a small form used to display project title and document revision data
and common to several forms in the same class. Select the name of the header/footer form from
the drop-down list used in the current datasheet form.

Customize Default Header/Footer List


Click on this button to open Add or Delete Header or footers Templates dialog to manage
template files for headers or footers.

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Fields Handled per Tag
List the user data fields appeared on the current datasheet form. This field is read only on the See
List by default.

Fields Handled for See List


To make the fields read/write, you have to move them to the right hand side list in the Fields
handled for See List area. Use Select

button and Remove

button to move fields from

Fields handled per Tag area to Fields handled for See List area.

Fields Handled for All Tags


List the user data fields appeared read/write on the current datasheet form. If you want to make
these fields read only, you have to move them to the left-hand side list. Use Select
and Remove

button

button to move fields from Fields handled per Tag area to Fields handled for

All Tags area.

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Reports

5 Reports
Contents
5

Reports ................................................................................................................................... 97
5.1 Reports ................................................................................................................................ 98

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Reports

5.1 Reports
Select Documents Reports from the main menu of Plant-4D E&I .NET to open Reports
dialog. Reports dialog gives information in your project in a useful and attractive fashion. It
includes multiple columns of data, headers, footers, summaries, lines, boxes, and illustrations to
enhance the appearance or convey a particular set of data. Reports dialog is to generate reports
containing users data.

Reports
Display a list of reports from which you can select. Selecting a report from list allows you to add,
delete, or make changes to reports details.

Description
Display a description for highlighted choice on report list.
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File
Display the file and location for the current report. Click File

button to open File

Properties dialog of the highlighted report.

Filters List
Display filters description for highlighted choice on report list.

No Filter Checkbox
Check this box for not applying any filter to the selected report. By default, if there are filters in
the Filters List, the report is filtered by the selected filter.

Sorted by
Display the selected index for the highlighted report.
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Set Sort Order


Click on this button to open the Select Sort dialog. This dialog is to select a type of sort order for
data to be displayed.

Cancel Sort Order


Click on this button to cancel the selected sort order. It means, after clicking this button, data will
be displayed in random order.

View
Display reports view description.

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Edit View
Click on this button to open View Builder dialog. See Section 7.1 View Builder for details.

New Report
Click on this button to create a new report. Type the reports description and name on Add
Report dialog. The new created report will appear in the Reports list.

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Delete Report
Click on this button to remove a highlighted report from the Reports list.

Preview Report
Click on this button to open a preview of a report before printing.

Print Report
Click on this button to print the highlighted report from Reports list.

Edit Report
Click on this button to edit a report using Crystal Reports.

Save
Click on this button to save all the changes that are made in the report.
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Print Preview
Click on this button to open a preview of the edited report before printing.

There are several sections on Crystal Reports:

Page Header and Page Footer allow you to enter information such as report title, general
information, date, page number, etc.

Details section presents detailed information of items selected to the report.

Database Fields is to drag and drop the fields from the view to the Details section.

Use right-click context menu for all the reports sections to copy/paste information, edit text
objects, format texts, fields, browse fields data, etc.

Note: For more details and explanations about using Crystal Reports Tools, see Crystal Reports
Online Help.

New Filter
Click on this button to add a new filter. Enter the new filter name on the Filter dialog and press
OK.

The Expression Builder dialog will appear to add a condition expression of filter for highlighted
report.

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Delete Filter
This button is active only when the highlighted report on Reports list has a filter expression
attached. Click on this button to delete the selected filter on Filters List.

Edit Filter
This button is active only when the highlighted report on Reports list has a filter expression
attached. Click this button to edit the filter expression in the Expression Builder dialog.

Limitation:

Plant-4D E&I .NET View which provides data for the report must have aliases exactly the
same as the table name on the SQL server.

A table cannot be removed from the reports view while the fields are still added to the
report. You must remove all the tables fields first, and then remove the table from the view.

Creating (or add) and editing a report can only be made from a Plant-4D E&I .NET station
that has possibility of a permanent connection with the SQL Server. Normally this happens
when the Plant-4D E&I .NET station and the SQL Server machine are in the same LAN
network, or when the SQL Server is published over the internet. However, editing a report
and previewing can be done without connection from a Plant-4D E&I .NET.

Reports Views cannot have any free tables. All tables opened in view should be related.

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6 Drawings
Contents
6

Drawings .............................................................................................................................. 105


6.1 Drawings Main Dialog ................................................................................................... 106
6.2 Drawings Configuration Screen ..................................................................................... 110
6.2.1 Edit Lookup Table ................................................................................................... 115

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6.1 Drawings Main Dialog


Select Documents Drawing from the main menu of Plant-4D E&I .NET to open Drawing
dialog. Drawing dialog is to select the drawing type and launce the Print Manager. The
documents listed in the Print Manager will be according to the create options and the filter
setting that you select in this dialog.

Draw Class
Display a pop-up list of the drawing classes defined on the current project. Select the desired
drawing class from the drop-down list.
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Print Manager
Click on this button to open Print Manager dialog. It will list the available documents to be
printed under the current listed option and filter expression.

Configure
Click on this button to change the data environment, drawing elements, plotter settings, and link
expressions between the document and the final drawing on the Configure Draw Classes dialog.
See Section 6.2 Draw Configuration Screen for further details.

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Output Path
Display the location where the output drawing will be stored.
Drawing Selection by File Name
Click on this option to set the print manager to display all possible documents.
Drawing Selection Saved List
Click on this option to set the print manager to display the documents that have been saved.
Drawing Selection by Condition
Click on this option to set the print manager to display documents that correspond to the filter
selected on the drop-down list. In the hookups module this option will be disabled.

Add New Condition


Click on this button to create a new condition expression of the current document class. Create
Filter dialog will appear as below.

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Edit Condition Expression


Click on this button to edit an existing condition expression of the current document class.

Delete Condition
Click on this button to delete the highlighted condition expression of the current document class.

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6.2 Drawings Configuration Screen


Select Documents Drawing from the main menu of Plant-4D E&I .NET. Select Configure
button to open the Configure Draw Classes dialog. Configure Draw Classes dialog is to set
the data environment, locations of graphic elements, and data links to the final document.

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Draw Class
Display a pop-up list of the drawing classes defined for the current project. Select the drawing
class on the drop-down menu list.

New Draw Class


Click on this button to add a new document class. Enter the drawing class name on the Adding
New Class dialog.

Delete Draw Class


Click on this button to delete the current document class.
Data Section View
Display the current view used in the current document class. Select on the drop-down menu to
select another data environment.

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Edit View
Click on this button to edit the current data environment. View Builder dialog will appear. See
Section 7.1 View Builder for details.

Lookup Table
Display the selected file that contains the definition of the data links for the current document
class.
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Edit Lookup Table


Click on this button to open the Edit Lookup Table dialog. See Section 6.2.1 Edit Lookup Table
for further details.

Document Settings
Click on this button to define the Document Number, Creation Condition, and Filter Condition
on Document Connection dialog.

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Signs Folder
Display the folder where Sign drawings are located.
Special Layers Layer #1, Layer #2, Layer #3
Enter the name of the Layer used for data links to the database.

CAD Application
Display a pop-up list of the CAD applications. Select the desired application to be used from the
drop-down list.

View Application
Display a pop-up list of the possible application for viewing the drawing. Select the desired
application to be used from the drop-down list.

AutoCAD File Version


Display a pop-up list of the possible AutoCAD version. Select the desired application to be used
from the drop-down list.

Output Path
Display the location of the output drawing file is stored. Click on

button to select another

output folder.

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6.2.1 Edit Lookup Table
Select Documents Drawing from the main menu of Plant-4D E&I .NET. Select Configure
button to open the Configure Draw Classes dialog. Click on Edit Lookup Table
button to configure the current document class lookup file containing data links.

Click on the Navigation buttons: First

, Previous

, Next

, Last

to move between the

Lookup Table records.

Add New Row in Lookup Table


Click on this button to add a new row in the Lookup Table. The row will be added automatically
at the bottom of the table.

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Find a Row in Lookup Table


Click on this button to easily locate a Lookup Table record by entering the Item Number.

Browse Lead Alias


Click on this button to open a Browse window of the lead alias table in the current view.

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Browse Lookup Table


Click on this button to open a Browse window of the main data table in the current view.

No. #
Display a number of the selected entry in the Lookup Table.

Description
Display the description of the current record in the Lookup Table.

Expression
Click on the

button to open the Edit Expression dialog to edit or add an expression.

Preview
Display the result of the expression for the current record of the Lookup Table.
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7 Utilities
Contents
7

Utilities ................................................................................................................................ 118


7.1 View Builder Main Dialog............................................................................................. 119
7.1.1 Table Designer ............................................................................................................ 126
7.1.2 Open Table Dialog...................................................................................................... 129
7.1.3 Indexes Dialog ............................................................................................................ 131
7.1.4 Set Relation................................................................................................................. 135
7.1.5 Browse Table .............................................................................................................. 138
7.1.6 Tag Template .............................................................................................................. 140
7.1.7 Manage ADR Rules .................................................................................................... 142
7.2 Login ................................................................................................................................. 143
7.3 Change Password .............................................................................................................. 144
7.4 User Settings ..................................................................................................................... 145
7.5 Audit Trail ......................................................................................................................... 147

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7.1 View Builder Main Dialog


Plant-4D E&I .NET View Builder dialog manages projects tables and views.

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Open a View
Click on this button to select which existing view to edit.

Close Current View


Click on this button to close the view being edited and clear all the view settings.

Delete a View
Click on this button to select which existing view to delete.

Save Current Changes in View


Click on this button to save the changes of current view under its existing name.

Save the View with a Different Name


Click on this button to save the changes of current view under a new name.
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View Name
The View Name field cannot be edited directly. The name will change when you Open a View or
use Save as to save the version you are creating under a different name than the name under
which you opened it.

View Description
Display the description of current view.

Leading Table
Click on the drop down menu to select the table that will act as the leading or main table in the
view. The table navigation, such as Next, Previous, Top, and Bottom will behave according to
these tables data, indexes, and filters.

Define Key Tag Template


Click on this button to define the index data entry template for the lead table. This defines the
allowed characters, digits, and fixed delimiters used in key tags.

Automatic ADR Rules


Click on this button to set the add, delete, and remove rules of the view tables.

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User Tables
Display the tables used in the current view.

Relations
Display the relation between tables in the current view.

Records
Display the number of records of the highlighted table in User Tables.

(Table) Name
Display the name of highlighted table in User Tables.

Filter
Display the data filter expression of highlighted table in User Tables. Click on the Build Filter
button to set a data filter expression. The expression will be displayed on the Filter box.

Modify Table Structure


Click on this button to edit or view the fields in the table and how they are defined. See Section
7.1.1 Table Designer for further details.

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Set Index
Click on this button to open the Manage Indexes dialog to choose an index for this table in the
view. If the file is opened exclusively, you can add or modify existing indexes. See Section 7.1.3
for details.

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Browse Table
Click on this button to open a window for inspecting or updating the table contents. See Section
7.1.5 for details.

Open Table
Click on this button to choose and add table on User Tables from Project Tables dialog. See
Section 7.1.2 Open Table Dialog for further details.

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Close Current User Table


Click on this button to remove tables from the User Tables.

Add New Relation


Click on this button to add a relation between two tables. Click on the parent table, and then Add
New Relations

button. Select dialog lists the target/child tables available. Select on the child

table, set the index if necessary, and then define the relation expression between those two tables.

Edit Current Relation


Click on this button to edit the relation expression of the highlighted item on Relations list.

Delete Current Relation


Click on this button to delete the relation expression highlighted on the Relations list.
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7.1.1 Table Designer

Click on Modify Table Structure

button on View Builder dialog. Table Designer dialog

appears displaying all the columns from selected table. All the changes made in this dialog are
stored after you press OK button.

Primary Key
Check on this box to select the columns that will compose the primary key.

Column name
Used for entering the name of the selected column.

Data Type
Used for selecting a data type of the selected column/

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Length
Used for setting the columns length. The length of some data types are set by default.

Allow Null
Check on this box if the column allows null data.

Add
Click on this button to add a new column to the selected table. The new column will be
displayed at the bottom of the column list.

Delete
Select on a column, and then click on this button to permanently delete it from the table.

Table Designer features:

Column Name can be changed, but doing so will lead to data inconsistency.

Columns Data Type can be changed, but doing so will lead to data inconsistency.

Tables Primary Key can be changed.

By adding or deleting columns, the user will be warned about data inconsistency of doing so.

Column property of Allow Null can be switched on or off.

Columns Data Length can be changed.

Table Designer limitations:

No custom default values can be set.

Foreign key constraints and relations between tables cannot be added.

Identity, identity seed, and identity increment properties cannot be set.

Computed and IsRowGuid properties cannot be set.

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If a column that does not allow nulls is added after the created table, it cannot be set as
Primary Key right away. You have to set the column to allow nulls first, or add the column,
save the modifications, and then make the column Primary Key.

Note: All the limitations existing on MS SQL Server are reflected to here as well.

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7.1.2 Open Table Dialog

Click on Open Table

button on View Builder dialog to open Project Tables dialog as shown

below. Project Tables dialog is to select a table to be opened in current view. This list displays
the table description. Click on an entry, and notice that the table name and location are displayed
at the bottom of the dialog.

Table Name
Display the file name of the highlighted table on the list. When you first enter this dialog, the name
that appears on this box is the file name of the first table on the list.

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After you select on the table name, click OK to confirm the table selection. The Enter Alias Name for
Table dialog will appear. Use it to indicate the alias name for the selected table.

Project Tables
Click on this button to open Project Tables dialog to define and add new tables to the list,
included in a module of your choice. This is the preferred way of adding a new table to a project.
In this way, a table will have a logical name and making the table location independent. It means
the table or project may be moved with little or no redefinition required.

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7.1.3 Indexes Dialog

Click on the Set Index

button on View Builder dialog to open Manage Indexes dialog as

shown below. Manage Indexes dialog displays the indexes associated with a table, their
expression, filters, and descriptions. This dialog is to select, refresh, or re-index the indexes, and
also to open the Add/Edit Indexes dialog.

Alias Name
Display the alias name for the selected table.

Table Name
Display the name of the selected table.

Description
Display the description of the selected table.
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Indexes List
Display all the known indexes of the selected table and their descriptions.

Column(s) Involved
Display the columns that make the selected index.

Add New Index


Click on this button to add a new index. Type the new index name on the Enter Tag Name dialog
and press OK.

Set Index dialog will appear.

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Tag Name
Display the name given for new created index. This name can be modified.

Description
Display the description for new created index. By default, it has the same value as the name, but
in can be modified.

Unique
Check on this box when the index is a unique type, meaning that the index expressions will never
return duplicate entries.

Table Schema
Display all the columns of the current table and their description.

Column(s) Involved
This area is to define the new index expression. Use Select All
Remove

button, and Remove All

button, Select

button,

button to move from Table Schema area to Columns

Involved area.

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Edit Current Index


Click on this button to edit an existing index highlighted on the Indexes List. Set Index dialog
will appear.

Delete Current Index


Click on this button to remove the highlighted index from the Indexes List.

Set Index
Click on this button to set the highlighted index as the current index.

Note: Columns type text, image, and ntext cannot be involved in relations or sort order
definitions.

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7.1.4 Set Relation

Click on the Edit Current Relation

button on View Builder dialog to open Set Relation

dialog as shown below. Set Relation dialog is to create relation definitions for the new added
relations or for the existing one.

Parent Alias
Display the alias name for the parent table. This name can be modified.

Parent Index
Display the current index chosen for the parent table. You can select other index from the dropdown menu, if there are other defined indexes.

Description
Display the description of the parent table index. This description can be modified.
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Parent Column(s)
Display the columns of the parent table that make current index expression.

Manage Parent Indexes


Click on this button to open Manage Indexes dialog to modify parent table indexes or create
others. See Section 7.1.3 Indexes Dialog for details.

Child Alias
Display the alias name for child table. This name can be modified.

Child Index
Display the current index chosen for the child table. You can select other index from the dropdown menu, if there are other defined indexes.
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Description
Display the description of the child table index. This description can be modified.

Parent Column(s)
Display the columns of the child table that make current index expression.

Manage Child Indexes


Click on this button to open Manage Indexes dialog to modify child table indexes or create
others. See Section 7.1.3 Indexes Dialog for details.

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7.1.5 Browse Table

Click on the Browse Table

button on View Builder dialog to open a window in which you

can inspect or update the highlighted table contents of the View Builder dialog. Table area
displays all the columns and records from the current table.

Find
Click on this button to open Search In dialog to help locating different records, expressions, etc.

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Add
Click on this button to add a record in the table.

Save
Click on this button to save any changes made in the table.

Delete
Click on this button to permanently delete the selected record from the table.

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7.1.6 Tag Template

Click on the Define Key Tag Template

button on View Builder dialog to open Tag Template

dialog. Tag Template dialog is to define the data format used for key data in the project data
tables. This is to impose a strict structure for the important information in the database. After the
configuration of tag formatting rules is done, all the Add, Rename, and Locate dialogs used on
Data Entry screen will be affected.

Symbols
Display all the symbols that can be used in tag formatting and their function.

Tag Template
Display the tag formatting for the current table.

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Key Label
Click on this button to open the Key Label dialog to enter a title or label for each data field used
in the key expression.

Preview
Click this button to open the Preview Tag dialog to test the result of the template, section, and
the label defined.

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7.1.7 Manage ADR Rules

Click on the Automatic ADR Rules

button on View Builder dialog to open Manage ADR

Rules for dialog. This dialog is to define the Add, Delete, and Rename rules for the view table.
This dialog displays all the tables that are included in the currently opened view.

You can configure the Add, Delete, and Rename rules by checking the corresponding boxes. The
default automatic ADR mode is always, but you can add a condition using Edit Condition
Expression

button. Adding a condition will make the automatic ADR mode becoming by

condition.

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7.2 Login
The Login dialog is the entrance to the program for logging in. The Login dialog comes up when
Plant-4D E&I .NET is loaded, but you may need it again in order to log in with a different
security level, or to let someone else use Plant-4D E&I .NET without exiting and reentering.

Username
Type the current username to determine the workgroup, access rights, and projects list available
for you.

Password
Type the current user password.

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7.3 Change Password


To change your password, go to Utilities Change Password from Plant-4D E&I .NET main
menu. Type your current password, and then enter a new one and confirm it by typing it once
again on Change Password dialog.

Username
Display the current user account that is logged in.

Password
Type the old password for this account.

New
Type here the new password.

Confirm
Type again your new password to confirm.

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7.4 User Settings


To configure users settings and the web services, go to Utilities User Settings from Plant-4D
E&I .NET main menu. User Preferences dialog will appear.

Set View Page Size


Determine the size of the view page.

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Select Project Back Color
Click on Select Project Background Color

button to open Color dialog. Select the desired

color for Plant-4D E&I.NET background. Press OK after you are done. The changes are made
after quitting and re-opening Plant-4D E&I.NET application.

Show Printer Setup


Check this box to display Print Setup dialog before printing any document.

URL Path
Display the IP of Plant-4D E&I .NET server. You can type another server URL, and then click
on

button to validate the new URL path.

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7.5 Audit Trail


In order to activate the Audit Trail, go to Projects Edit from Plant-4D E&I .NET main menu,
and check on the Enable Audit Trail box.

To trace the changes made in the project, go to Utilities Audit Trail from Plant-4D E&I .NET
main menu. Audit Trail dialog will appear.

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Tables
Display all the tables from currently opened project in a tree view. Expand the view of selected
table with 3 new branches (Add, Delete, and Update). Select a branch (for example Add), and
Audit Trail Records area displays only the changes correspond to the selection.
For This User
Select a user from the drop-down menu, and the Audit Trail Records area will only display the
changes made by that particular user.

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Since
Select a date from the drop-down menu, and the Audit Trail Records area will only display the
changes made since the specified date.
Until
Select a date from the drop-down menu, and the Audit Trail Records area will only display the
changes made until the specified date.

Audit Trail Records


Display all the changes made in the current table. The new records are colored in green, deleted
records are colored in blue, and the updates are colored in red.

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