Create tags in a data sheet - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

You can use a data sheet to create new tags and provide any technical details available for the tags. The data sheet can be accessed, reviewed, and edited by other users, including the vendor, without using SmartPlant Foundation. The file can be moved as necessary, so that data can be provided from different sources at different locations.

By default, SmartPlant Master Tag Registry delivers sample datasheets that contain sample data of various tag types (such as Instrument, Equipment, and so on) on Smart Community. For more information, see Find sample data on Smart Community. .

How do sample datasheets help me in creating tag data?

Sample data sheets provide an easy starting point for creating your own data sheet for tag creation and management. You can review the delivered data sheets and compare the properties mapped in them to the properties that you want to include on your data sheet. Then you can either modify the sample data sheets to meet your needs or use them as template for creating new datasheet templates.

EPCs can provide the sample datasheets (along with their actual datasheets) to vendors as a reference to enter data in the appropriate cells with correct format.

In the sample datasheets, the Unit and System properties does not contain sample data by default because those values vary as per the implementation of SmartPlant foundation. If you want to import the sample datasheets into SmartPlant Master Tag Registry, you can provide values for those two properties based on your SmartPlant Foundation target system

  1. In the data sheet, select a cell in the Tag Number column, and click New New_cell to create and enter technical details for new tag or tags.

  2. In the Create tags dialog box, enter the number of tags you want to create, and click OK.

    SHARED Tip By default, all the empty cells in the data sheet are in a locked state until you unlock each row as described in step1.

    • In the data sheet, the Tag Number column contains the value “TBA: To be allocated using ENS.” Do not modify the value in this column.

      The top row of the spreadsheet contains predefined column headers. Do not modify this row.

  3. Enter information about the tag in the data sheet, as necessary. To enter additional information about relationships the tags have with other objects in a data sheet, see Additional tag information to provide in a data sheet.

    • Click Properties PropertiesCommand to expand the task pane and display the properties for the active cell.

    • For properties that are defined by an enumerated list, the complete list of available values is included in the data sheet in a list box. Click the list box, and then select the correct entry from the list.

    • For properties that require a unit of measurement (UoM), select the UoM from the list first and then provide the applicable value. If UoM value is not selected, you cannot import the data sheet into SmartPlant Master Tag Registry.

    • For the Unit property, you must provide a value that currently exists in the list of units in the authoring domain of SmartPlant Foundation.

    • For the System property, use the name of one that currently exists in the list of systems created in the SmartPlant Master Tag Registry, or leave the value empty.

    • For Manufacturer property, you must provide a value that currently exists in the Manufacturers Enum List. If the value is not available, the SmartPlant Foundation Administrator must add a new Enum list entry for Manufacturers. For more information, refer to Publish tags.

    • For properties such as Warranty Expiration Date and Installation Date, the value must be in the YYYY/MM/DD format to import data into the SmartPlant Master Tag Registry.

    • For the New Sequence Number property, provide a number that you want to assign for the new tag. When you import the Microsoft Excel datasheet into SmartPlant Master Tag Registry, a tag is created based on ENS definition where the new tag number is considered as the sequence number. If no value is provided for the New Sequence Number property, the tag number is allocated automatically by the ENS when you import the Microsoft Excel file with tag details into SmartPlant Master Tag Registry.

    You cannot assign duplicate tag numbers.

    The following table illustrates the Microsoft Excel file with new tag numbers:

    Tag number

    Tag status

    Instrument process function

    Instrument type

    New sequence number

    TBA: To be allocated using ENS

    Active

    Control Valve

    CV

    240

    TBA: To be allocated using ENS

    Active

    General Instrument

    I/P

    340

    TBA: To be allocated using ENS

    Active

    Flow Instrument

    FI

    TBA: To be allocated using ENS

    Active

    Level Instrument

    LSH

    500

    When you import the Microsoft Excel datasheet with the above data into SmartPlant Master Tag Registry, the software creates new tags based on the ENS definition and New Sequence Number property. The new tags are CV-240, I/P-340, FI-341, and LSH-500 respectively. Because there is no value provided for the instrument process function Flow Instrument, the system automatically generates a new tag number based on the preceding tag number value. Therefore, the tag number allocated for the Flow Instrument is FI – 341.

  4. Click File > Save to save changes in the data sheet.

    The data sheet changes must be saved as an .xlsm file.

  • When you save the data sheet in .xlsm format, an .xml file is generated in the same location where the .xlsm file was saved.

  • When sending the datasheet for offline editing, such as allowing a vendor, to add technical details for the tags, you must send both the .xlsm and .xml files of the datasheet.

  • To view tag numbers in a data sheet while you scroll to another area of the data sheet, you need to freeze the Tag Number column using the Freeze Panes command.

  • In the generated data sheet you cannot enter data in the Tag number column. The tag number is allocated by the ENS when you import the Microsoft Excel file with tag details into SmartPlant Master Tag Registry.

  • In the Microsoft Excel sheet, you can drag values from one cell to another only in rows that are already instantiated. The drag-and-drop feature is available only for cells within the same column.

Delete tags in a data sheet

  1. Select the object or objects, and click Delete delete on the task pane.

    The Delete command is available only if:

    • The selected cell represents the tag number on the data sheet.

    • The selected cell does not contain a defined name (such as HTABLE_MTRAUTHOREDEQUIPMENT.TAG_NUMBER) for the tag number. By default, the top row of the spreadsheet contains predefined column headers and their corresponding defined names. But for the column header Tag Number, the defined name is the cell below it.

    • For multiple tags, select the range of continuous cells in the tag number column on the data sheet.

  2. In the confirmation dialog box, click Yes to remove the tags from the data sheet.

The tags are removed from the data sheet but are not deleted from the SmartPlant Foundation database.