Import Instrument Index - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

Prerequisites

  • Make sure that the tag numbers or tag number segments in the import source are compatible with the naming convention that is defined in the target <unit> of Smart Instrumentation.

  • Make sure that the import source contains instrument type name, description, and process function definitions. For details about process function codes that exist in Smart Instrumentation, see Process Function Mapping Codes for Instrument Index Import.

  1. On the Link Definitions dialog, create an import link as follows:

    1. In the Link box, type a unique link name.

    2. Under Import method, select Module (multiple tables).

    3. Under Name of module or table, select Instrument Index.

    4. Complete the import link creation.

  2. Open the Link Properties dialog, and do the following:

    1. If you want to import instruments that exist into more than one <unit>, on the Import Level tab, under Hierarchy levels, select Apply and select the lowest plant hierarchy level. For details, see Import Data Into Multiple Plant Hierarchy Items.

    2. If needed, on the General tab, enable creation of complementary elements according to instrument type profiles of the source tags. For details, see Enable Creation of Complementary Elements for Instrument Index.

    3. On the General tab, make sure that Import to supporting tables only is cleared. If you select this check box, you cannot import tag numbers using this import link but only supporting table data.

    4. If you do not want to create any loop numbers, on the Tag/Loop tab, clear the Use loop reference data check box.

  3. In the Import Link window, open the import link.

  4. In the Target pane, define the import mapping as follows:

    1. If you have instruments belonging to more than one tag class, define a mapping value for the Tag Class (CMPNT_CAT_ID) column For details, see Tag Class Mapping Codes for Instrument Index Import.

    2. Select the Tag No field, and then, from the Source pane, drag the column containing the tag numbers.

    3. If you want to import data into instrument index supporting tables, define mapping for the supporting table names (indicated by bold blue font in the Target pane), and then map the fields that you need.

    4. Map the process function column PROC_FUNC_NAME, instrument type abbreviation column CMPNT_FUNC_TYPE_NAME and instrument type description column CMPNT_FUNC_TYPE_DESC.

    SHARED Tip You can set the software to use the @PROC_FUNC_NAME macro instead of mapping the process function and instrument type fields. The software runs this macro if you have assigned process functions to instrument type fields using the Source tab options of Link Properties dialog. The macro appears in the Import Link window mapped automatically to the PROC_FUNC_NAME column. For details, see Set Source Fields as Instrument Type Fields.

  5. If needed, complete the import mapping by dragging the appropriate column names from the Source pane or by entering strings or values in the fields in the Target pane.

    SHARED Tip If you want to import line P&ID drawing references and assign them to the imported tag numbers, you must map the same source P&ID column to the following columns in the Target pane: P&ID (DWG_NAME) and LineP&ID (DWG_NAME). This is because the Import Utility does not support automatic association of line P&ID drawing references with tag numbers.

  6. Import the data.

After importing supporting table data, the imported values appear in Smart Instrumentation in two places: Tag Number Properties dialog and the appropriate supporting table dialog boxes. This is because primary key columns of supporting tables (those with the _ID suffix) have reference foreign key columns in the COMPONENT table, which holds tag numbers in the CMPNT_ID column.

See Also

Defining Import Link Properties Common Tasks
Set Column Display for the Module Import Method
Example of Concatenated Sources
Matching Naming Conventions