Smart Plant Import Assistant

SmartPlant Import Assistant
Installation and User's Guide
Version 2009 (6.0.0)
October 2009
DPDS3-PE-200024B
Copyright
Copyright 2005-2009 Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation.
U.S. Government Restricted Rights Legend

Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished - rights reserved under the copyright laws of the United States. Intergraph Corporation P.O. Box 240000 Huntsville, AL 35813 Street address: 170 Graphics Drive, Madison, AL 35758
Terms of Use
Use of this software product is subject to the End User License Agreement and Limited Product Warranty ("EULA") delivered with this software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.
Warranties and Liabilities

All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.
Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools, ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.
Contents
Preface ......................................................................................................................................................... v Introduction ................................................................................................................................................ 1 Conversion Considerations and Assumptions ........................................................................................ 1 Installing and Initializing the Software .................................................................................................... 3 Installation .............................................................................................................................................. 3 Initialization ........................................................................................................................................... 4 Understanding Rules .................................................................................................................................. 5 Rule Sets ................................................................................................................................................ 5 Language ................................................................................................................................................ 5 Rule Components ................................................................................................................................... 5 Identification Criteria ...................................................................................................................... 6 Creating Drawing Sets ............................................................................................................................... 7 Adding a Drawing Set ............................................................................................................................ 7 Drawing Borders and Scale ............................................................................................................. 9 Snap To Target Behavior ............................................................................................................... 12 Finishing a Drawing Set ................................................................................................................ 14 Removing a Drawing Set ............................................................................................................... 15 Opening an Existing Drawing Set ........................................................................................................ 15 Creating Rule Sets .................................................................................................................................... 17 Adding a Rule Set ................................................................................................................................ 17 Deleting a Rule Set............................................................................................................................... 19 Adding Drawing Files to a Rule Set..................................................................................................... 19 Removing Drawing Files from a Rule Set ........................................................................................... 20 Analyzing File Structure ...................................................................................................................... 21 Group Data .................................................................................................................................... 22 Line and Line Run Data................................................................................................................. 22 Text Box Data ................................................................................................................................ 22 Recorder Assistant ............................................................................................................................... 23 Generating a Default Rule Set.............................................................................................................. 24 Generate Rule Set Dialog Box....................................................................................................... 25 Generating the Rule Set ....................................................................................................................... 26 Mapping Existing Rule Sets ................................................................................................................. 26 Using Excel Files as an Intermediate Format....................................................................................... 26
Editing Rule Sets ....................................................................................................................................... 27 Opening the Ruleset Editor .................................................................................................................. 27 Rule Criteria ......................................................................................................................................... 28 Rule Criteria for Groups ................................................................................................................ 30 Rule Criteria for Lines ................................................................................................................... 30 Removing a Rule .................................................................................................................................. 30 Mapping SmartPlant P&ID Symbols to Graphical Rules .................................................................... 31 Checking Symbol Size ......................................................................................................................... 32 Mapping a Rule to the Drawing Border ............................................................................................... 33 Creating a New SmartPlant P&ID Symbol .......................................................................................... 33 Conforming Graphics to a Rule ........................................................................................................... 34 Copying and Pasting Rules .................................................................................................................. 35 Testing Rules........................................................................................................................................ 35 Working With File Elements ............................................................................................................... 35 Creating a New Group and Rule .................................................................................................... 36 Ungrouping Graphics .................................................................................................................... 37 Adjusting Base Rotation of Graphics ............................................................................................ 38 Adjusting Origin of Graphics ........................................................................................................ 39 Recording Operations .................................................................................................................... 40 Viewing and Changing Properties of Graphics ............................................................................. 41 Measure Distance, Attribute Manager and Layer Manager commands. ....................................... 42 Applying Attributes to Graphical Rules ........................................................................................ 43 Merge Text Boxes ......................................................................................................................... 43 Attributes .............................................................................................................................................. 44 Pipelines and Attribute Data .......................................................................................................... 44 Instruments and Attribute Data...................................................................................................... 48 Explicitly Mapped Attributes ........................................................................................................ 50 Item Tag Attributes and Multiple Representation Placement ........................................................ 53 Assigning Rules to Graphics ................................................................................................................ 54 Simple Graphic-to-Symbol Association ........................................................................................ 54 Graphic-to-Symbol Association with Attributes ........................................................................... 54 Graphic Attributes and Label Symbols.......................................................................................... 55 Other Graphic Attributes ............................................................................................................... 56 VB Script Files for Attribute Mapping ................................................................................................ 60 Compiling and Testing a Rule Set ........................................................................................................... 63 Plant Item Information ......................................................................................................................... 63 Attribute and Label Information .......................................................................................................... 64 Starting the Conversion Process.............................................................................................................. 67 Auto Convert for Individual Files ........................................................................................................ 67 Snap To Target Behavior Setting .................................................................................................. 68 Batch Auto Convert ....................................................................................................................... 68 Results of Auto Convert ................................................................................................................ 69 Using VB Script Files for Attribute Mapping ...................................................................................... 69 Viewing Conversion Results ................................................................................................................ 71
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SmartPlant Import Assistant Installation and User's Guide
Cleaning up After Conversion ................................................................................................................. 73 Viewing the Auto Convert Log File..................................................................................................... 73 Converting Remaining Graphics .......................................................................................................... 73 Connector Alignment ........................................................................................................................... 75 Automatic Connector Alignment ................................................................................................... 76 Manual Connector Alignment ....................................................................................................... 76 Viewing Unconverted Graphics ........................................................................................................... 77 Converting Remaining Text ................................................................................................................. 77 Associated Text ............................................................................................................................. 78 Unassociated Text.......................................................................................................................... 79 Record Graphics ................................................................................................................................... 81 Exiting Post-Conversion Cleanup ........................................................................................................ 81 Functional Areas Not Addressed By SmartPlant Import Assistant ..................................................... 83 Regular Expressions ................................................................................................................................. 85 Regular Expressions Commonly used for SmartPlant P&ID Information........................................... 86 Index .......................................................................................................................................................... 87
Preface
This document is the installation and user's guide for Intergraph SmartPlant Import Assistant. This document introduces SmartPlant Import Assistant and explains how to set up and configure it. It also includes an introduction to its features. SmartPlant P&ID, Oracle, and all other required components must be already be installed and configured before SmartPlant Import Assistant.
Important information
This document explains how to use the SmartPlant Import Assistant tool only. Expert knowledge of SmartPlant P&ID is required. Successful results from using SmartPlant Import Assistant require users who have knowledge of the process industry. In order to achieve a successful conversion of "dumb" files to SmartPlant P&ID drawings, the user must map SmartPlant P&ID symbols to dumb graphics and assign attributes to these symbols. To do this successfully, the user must understand the process industry and have process engineering experience. Intergraph strongly recommends thoroughly reviewing this document before beginning a conversion. The SmartPlant Import Assistant tool enables conversion of much of the drawing. Finish the process with manual cleanup in SmartPlant P&ID. Intergraph gives customers permission to print as many copies of this document that they need for non-commercial use at their company. They cannot print this document for resale or redistribution outside their company. Send documentation comments or suggestions to PPMdoc@intergraph.com.
SECTION 1
Introduction
The SmartPlant Import Assistant is a SmartPlant P&ID add-on tool that imports AutoCAD, MicroStation, and PDS files into SmartPlant P&ID. The SmartPlant Import Assistant configurable rule base maps non-intelligent graphics into SmartPlant P&ID symbols and attributes to meet customer-specific P&ID conventions and formats. SmartPlant Import Assistant can be used in single or batch mode. Each P&ID must be preprocessed. After the conversion, the items that could not be resolved by the rules will be shown in an attached Smartframe to either manually resolve or to add or modify a rule. SmartPlant Import Assistant does not check or correct engineering content. Final quality assurance is the responsibility of the P&ID owner. The better the source data is structured, such as layers, colors, line weights, and so on, the better the final conversion result will be in terms of reducing the amount of manual clean-up required after the conversion.
Conversion Considerations and Assumptions

SmartPlant Import Assistant is not suited for converting all CAD P&ID files. The files must be of acceptable quality in order for SmartPlant Import Assistant to be useful. To determine if SmartPlant Import Assistant is suitable for a given set of files will require doing some preconversion analysis of the files. In addition to the quality of the input data, successful conversion will depend on having a user who understands the input data and how to use SmartPlant Import Assistant. SmartPlant Import Assistant will not be a successful tool for a customer who does not have large groups of files with the same structure/symbology. All data to be converted in the CAD file is in the form of structured elements (cells, blocks, or symbols). The only exceptions are pipelines, signal lines, and labels. The necessary SmartPlant P&ID symbols (including labels) already exist before the conversion process is started. For example, SmartPlant Import Assistant will not create any new SmartPlant symbol definitions during Auto Conversion. Symbols may be created during rule set creation. The CAD structured elements are roughly the same size and shape as their corresponding SmartPlant P&ID symbols. The CAD structured elements (such as block or cell) and their corresponding SmartPlant P&ID symbols were created with the same base orientation. For example, if a MicroStation cell is placed rotated 90 degrees, the SmartPlant P&ID symbol will also need to be rotated 90 degrees. SmartPlant Import Assistant will not support the mapping of a single CAD element into more than one SmartPlant symbol. In general, SmartPlant Import Assistant will not support the creation of a single SmartPlant symbol from multiple CAD elements. The only exception to this assumption will be for signal lines and heat tracing.
Introduction SmartPlant Import Assistant will only create SmartPlant elements that have an explicit corresponding element in the CAD file. It will not create new elements. For example, if the CAD file contains a pipe directly connected to a piece of equipment without a nozzle in between, which is invalid in SmartPlant, SmartPlant Import Assistant will not create the nozzle since it does not exist in the CAD file. It will rely on either the necessary SmartPlant rules being in place to correct this situation automatically or the user manually adding the elements in SmartPlant P&ID. When converting a given CAD element and trying to populate the attributes of the SmartPlant symbol being created, SmartPlant Import Assistant will only use data which is: Part of the element being converted Part of an element which has been identified as a label for that element Part of a MicroStation tag element. When populating the SmartPlant attributes of an element, SmartPlant Import Assistant will not use data that is included in another element in the CAD file. For example, when converting a nozzle, SmartPlant Import Assistant will not obtain attribute information about the nozzle from the connected pipe. SmartPlant P&ID rules may automatically obtain this data. There will be no knowledge (templates) built into SmartPlant Import Assistant about the format of the CAD drawing based upon the application (such as Jacobus) that generated it. Any data external to the CAD file, such as links in an external database, will be ignored by SmartPlant Import Assistant. For 3D CAD files, SmartPlant Import Assistant will ignore the z component.
SECTION 2
Installing and Initializing the Software

Install and configure SmartPlant P&ID before installing SmartPlant Import Assistant.
Installation
1. Insert the SmartPlant Import Assistant CD into the CD-ROM drive. If the installation does not start automatically, double-click setup.exe in the main folder. 2. Click SmartPlant P&ID Import Assistant Installation. 3. Follow the steps to install the software.
Installing and Initializing the Software
Initialization
After you have installed the software, you are ready to initialize it. 1. Click Start > Programs > Intergraph SmartPlant P&ID > SmartPlant P&ID. SmartPlant P&ID starts. 2. Click SmartPlant Import Assistant. If you do not see this icon, verify that this registry key exists: "HKEY_CURRENT_USER\Software\Intergraph\Applications\SmartPlantPID.application\Envir onments\Sketch\AddIns\ImportAssistantAddIn.CImportAssistAddIn" The Import Assistant Explorer in SmartPlant P&ID opens.
SECTION 3
Understanding Rules
The rules are the core of the SPIA import process. The rules specify how to identify an element in a CAD non-intelligent file and what to do with the element after it is found.
Rule Sets
The file containing all the rules necessary to convert a CAD file is referred to as a rule set. CAD files that are created with the same symbology can be converted with a single rule set. CAD files with different symbology require different rule sets. For example, a user may have one rule set to convert AutoCAD files and another rule set to convert MicroStation files. Also, a user may have one rule set to convert the CAD files received from subcontractor A and another rule set to convert the files received from subcontractor B.
Language
The SmartPlant Import Assistant rule sets are implemented as VB Script files. VB Script, a Microsoft scripting language, is a subset of Visual Basic. Using VB Script for the rule set files provides several advantages: Microsoft provides a free Script OCX control that can read and execute VB Script files. VB Script can access methods implemented as ActiveX DLLs. Since VB Script is an industry standard language, and since it is a non-compiled language, the rule files can be modified by a particular customer to perform operations, necessary for converting the customer's CAD files, which are not available through the SmartPlant Import Assistant GUI. Each rule in the rule set is implemented as a method in this file.
Rule Components
A rule set contains a plant item rule for each group of plant items in the CAD file that share common characteristics. For example, there could be a rule for gate valves that serve as pipe components. A plant item rule has the following components: Identification Criteria Mapping of CAD element to SmartPlant symbol Zero or more sub-rules to find elements that serve as labels for the plant item in the CAD file Mapping of CAD label text, optionally as a sub-string to SmartPlant attribute(s), and optionally to a SmartPlant label symbol. Note that the CAD label text can come from an actual text element in the CAD file or from an "intelligent" label such as an AutoCAD block attribute
Understanding Rules
Identification Criteria
A rule's identification criteria are the components of the rule that are used to specify how CAD elements, which represent the item being searched for, will be identified. Each criterion has a corresponding method in SmartPlant Import Assistant that performs the actual processing. For example, the Element Type criterion, which tests that a CAD element is of a certain type (line, circle, text, etc.), has a method in SmartPlant Import Assistant named ElementType that actually tests the type. SmartPlant Import Assistant has several built in identification criteria. Examples include: Element type such as line, text, or cell Name of cell or block Color Layer name Line width Line type Structured element contains text box element with string " " The identification criteria are based on graphic symbology or graphic relationships. There is no P&ID-specific knowledge built in at the rule level. When a new rule is created, SmartPlant Import Assistant determines which of its built-in Identification Criteria apply and adds them to the rule. The user can turn the criteria on/off in the Rule Set Editor. These built-in Identification Criteria are the only criteria available when working in the Rule Set Editor. Outside of the Rule Set Editor however (i.e. in Notepad), the user can edit the rule set file and add additional criteria as needed, provided an ActiveX DLL exists with the corresponding method.
SECTION 4
Creating Drawing Sets

Drawing Sets are the primary tool used by SmartPlant Import Assistant. These files define graphical and data mapping criteria to be applied to the drawing to be converted into SmartPlant P&ID.
Adding a Drawing Set

1. Right-click Drawing Sets. 2. Click Add Drawing Set.
3. Enter a drawing set name. SmartPlant Import Assistant Installation and User's Guide 7
Creating Drawing Sets 4. Browse for the rule set, temp, and non-converted graphics file folder locations. The default path for these locations is the current User Profile directory. When files are converted to SmartPlant P&ID drawings (see the Starting the Conversion Process (on page 67) section for more information), the file that contains the graphics that were not converted will be placed in the location specified under Non-converted graphics file directory. The system will automatically create a subfolder using the drawing set name under the paths defined. 5. If desired, browse for a VB Script file for Attribute Mapping. This file can be added to the Drawing Set information at any time by selecting the Properties option on the Drawing Set menu. The purpose of this file will be discussed later in the section. 6. Select SmartPlant P&ID Information: plant group and template (project cannot be changed, defaults to active project). To change the active project, exit out of this dialog and then use SmartPlant P&ID to change the active project.
All plant groups will be shown here, regardless of SmartPlant P&ID hierarchy levels. Be sure to select a plant group that is allowed to contain drawings. 7. Select the desired group from the pick list and click OK. 8. Select a template file. The template file chosen here will be the template used in translating the foreign file into an intermediate RAD file. In order to ensure that the graphics are properly fitted to the sheet, the template file chosen here must match the sheet size of the original file. If the user wishes for the final SmartPlant P&ID drawing to have a different sheet size, there will be another opportunity to use a different template file before the file is converted. This second template file selection will be discussed in Starting the Conversion Process (on page 67). 9. You can also specify a document category and document type to be used when the SmartPlant P&ID drawings are created with Auto Convert (see "Starting the Conversion Process" on page 67). These fields can remain blank. These fields are also available (and changeable) on the drawing set's Properties dialog. The user can also change these values just before Auto Convert on the Drawing Name and Number dialog box. Note that to successfully assign document type and document category to the new drawing created in
Creating Drawing Sets Auto Convert, both values must be entered. If just one is entered, neither will be set on the new drawing, and the values can't be changed once the drawing is created.
Drawing Borders and Scale

This section contains an example of how to control the scale of drawings and create a border file, or template file. There are two template files used with SmartPlant Import Assistant. One is the template file, normal.igr, used in translating the CAD file from its original format (MicroStation or AutoCAD). The other is the .pid template file used in SmartPlant P&ID to create the drawing with the correct scale and border dimensions. The solution for creation of borders and controlling the scale of drawings is basically the same for MicroStation and AutoCAD. Therefore, the following convention is used for referenced filenames from both products: MicroStation filename (AutoCAD filename). 1. Modify settings in the itmstn.ini (itacad.ini) file for the following parameters (these settings can also be set within SmartSketch by clicking Tools > Options and then clicking the Foreign Data tab): Default Units = 59 (matched input drawing) Template File= (setting should be blank) Sub Units Per Master Units = 1000 (matched input drawing) (MicroStation only) Pos Units Per Sub Units = 1000 (matched input drawing) (MicroStation only) File Units (AutoCAD only) Ignore Sheet Scale = 0 (original setting was 1) 2. Start a new file in SmartSketch using the normal.igr template. 3. Open the drawing used as the border (needs to have a .dgn filename extension rename as required). 4. Note and retain the information regarding the sheet origin settings (in this case X: 0.984 m and Y: 0.999 m). These settings can be found by clicking File > Move Sheet Border and will be used in step 5b.
Creating Drawing Sets 5. Create a template file in SmartSketch for the drawing size required for the drawing conversion with SmartPlant Import Assistant. Start a new file in SmartSketch using the normal.igr template. Modify the following settings: a. Click File > Sheet Setup and set the sheet size and scale.
b. Click File > Move Sheet Border and set the sheet origin to the settings recorded from step 4. (Note that the settings were converted to inches since we did not change the default units setting to meters in the File > Properties > Units tab of the drawing.)
6. Click File > Save as Template to save the template file {Template File.igr} used for converting the input drawing to SmartSketch. It will also be used in the SmartPlant template file. 7. Modify settings in the itmstn.ini (itacad.ini) file for the following parameters:
Template File=D:\Program Files\SmartSketch\Template\{Template file.igr created in step 6}
8. To create the actual border file for SmartPlant PID, create a border file in SmartSketch based on the input drawing size and sheet origin. a. Start a new drawing in SmartSketch using the Template File.igr template
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Creating Drawing Sets b. Click File > Open and choose the border file in MicroStation (AutoCAD) format. c. Click File > Properties and set the properties as desired. d. Click File > Save As to save the border file used in the SmartPlant Template file. Be sure to save this file in the proper reference data location. e. Set the active project in SmartPlant PID. Open SmartPlant P&ID and click File > New Template. Set desired units in the File > Properties > Units tab. Set the drawing size on the Page Setup dialog box. Click Edit > Insert > Object to embed/link the SmartSketch border file to the SmartPlant PID template file. Be sure to use a UNC path. Click File > Save As to save the SmartPlant template file used to generate drawings. The template file you select must match the sheet size of the "dumb" file.
9. 10. 11. 12. 13.
14. Select the desired template from the directory and click Open. 15. Select Font Manager to display the following dialog box so you can edit the font mappings.
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Use the Font Manager to view and change the font mappings for importing the foreign CAD files, whether the mappings exist in the Pidacad.ini file (for the import of AutoCAD files) or in resource directories. Click Apply or OK to save changes made under Font Mappings in the AutoCAD Fonts section in the Pidacad.ini file.
Snap To Target Behavior

The Snap To Target Behavior setting controls how symbols will be placed during Auto Convert.
When the setting is checked and a SmartPlant P&ID symbol is placed, the Snap To Target setting is set to True. This means that when a symbol of item type piping component is placed close to a symbol already on the drawing, the existing symbol becomes a target. The second symbol will "snap" to the first.
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Snap to Target Behavior Setting (Optional Setting)

No setting (Field is blank)
Resulting Snap to Target Setting

The drawing uses the Decide on a drawing-by-drawing basis setting. Each drawing controls its own SnapToTarget value. True for all piping components in all drawings converted in this drawing set. True for all piping components in all drawings converted in this drawing set. Each time a drawing is AutoConverted, you can set the value for it. After this drawing set is created, you can change the drawing set level Snap To Target setting on the Drawing Set Properties dialog box.
Turn Snap To Target on for piping components Turn Snap To Target off for piping components Decide on a drawing-by-drawing basis
Turning on Snap To Target will result in slight differences in placement location between the intermediate file and the SmartPlant P&ID drawing.
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Finishing a Drawing Set

Use the Add Drawing Set dialog box to finish creating the drawing set.
All essential fields have been filled in, so the OK button is enabled. Click OK to accept the values. SmartPlant Import Assistant creates subdirectories as noted in rule set and temp folder fields above. An .INI file is created in the user profile directory for each Drawing Set created. A master SmartPlant Import Assistant .ini file (SPIADrawingSets.ini) also exists there. To view the properties of this Drawing Set, click Drawing Set > Properties. A new Drawing Set has been created. The following graphic shows the Drawing Set shortcut menu options.
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Removing a Drawing Set

To remove a drawing set, from the Import Assistant Explorer, highlight the drawing set and right-click on Delete Drawing Set.
Accept the form for deletion of the selected Drawing Set.
Accept or decline deletion of the folders associated with the Drawing Set.
Opening an Existing Drawing Set

1. From the Import Assistant Explorer, highlight the drawing set. 2. Right-click, and on the shortcut menu, click Open a Drawing Set. 3. On the Open Drawing Set dialog box, select the desired drawing set and click OK.
If the drawing set to open was created when a different plant was active in SmartPlant P&ID, the user will get notification of the situation and the drawing set will not be opened.
To open this drawing set, connect to the correct site and plant through the Drawing Manager.
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SECTION 5
Creating Rule Sets

The rules are the core of the implementation. The rules specify how to identify an element in a CAD file and what to do with the element once it is found. The file containing all the rules necessary to convert a CAD file is referred to as a rule set. Rule sets define how SmartPlant Import Assistant maps graphics and attributes from the source file to the SmartPlant P&ID file. The system allows configuration of the rule set based on graphical parameters such as level/layer, color, style, cell/block name, etc. Rule sets can be based on single (e.g. color or level) or multiple (e.g. groups named "CELL" on level 2, color 3) attributes. For more detailed information on rule sets and Rules see Rules (see "Understanding Rules" on page 5). The Generate Rule Set (see "Generating a Default Rule Set" on page 23) command is optional. The user can choose to completely define the rule set in the Edit Rule Set (see "Compiling and Testing a Rule Set" on page 63) command. In general, however, by utilizing the skeleton rule set to drive the Edit Rule Set session, the overall time required to create a rule set is decreased and the accuracy and completeness is increased. Only a single CAD file can be used as input to this command. Therefore, using a sample file that contains most of the types of data to be converted will generate the best default rule set (for example, the lead sheet or legend sheet).
Adding a Rule Set

Add a rule set to the Drawing Set just created. From the Import Assistant Explorer, highlight a drawing set and right-click Add Rule Set. The Add Rule Set dialog box has two choices: Create New Rule Set and Link to Existing Rule Set.
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Creating Rule Sets If Create New Rule Set is selected, the user can type in the name to be used as the rule set name and a new, blank rule set file is created in the rule set directory of the drawing set. If Link to Existing Rule Set is chosen, you can browse for rule set files (Excel files) that have already been created for other drawing sets.
In the case of linking to an existing rule set, a shortcut to the chosen rule set will be added to the rule set directory instead of an actual Excel file. This means that changes to one rule set will be reflected in the other. A shortcut to the CAD input file used in the existing rule set is also created in this drawing set's temporary directory. Changes to this file will be reflected in both places the rule set is used. However, the rule sets will each have unique compiled rule set (.rst) files (discussed in Compiling a Rule Set), nonconverted graphics files (discussed in Starting the Conversion Process) and log files. Only the rule set file (.xls) and translated CAD input file (.pid) will be shared.
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Creating Rule Sets The new rule set will be added in the Import Assistant Explorer under the Drawing Set name. The picture below also shows the shortcut menu options available for the rule set. Different options will be enabled when the rule set is at different stages of development.
Deleting a Rule Set

You can delete a rule set from a drawing set. From the Import Assistant Explorer, highlight the rule set and right-click Delete Rule Set.
Adding Drawing Files to a Rule Set

You can add drawing files to a rule set. From the Import Assistant Explorer, highlight a rule set and right-click Add or Remove Files. Select the source folder. Select the file types to view from the folder and add a single file to be converted to the rule set.
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Creating Rule Sets Click OK. The files are added to the rule set tree in the Import Assistant Explorer.
The software supports the addition of drawings with the following file formats: AutoCAD (.dwg), MicroStation (.dgn), and PDS (.pid).
Removing Drawing Files from a Rule Set

You can remove drawing files from a rule set. From the Import Assistant Explorer, highlight a rule set and right-click Add/Remove Files. Select the source folder. Select (highlight) the drawing to be removed in the Files to include in Rule Set: list. Then click Remove. The file is removed from the rule set.
Click OK to accept changes. The selected files are removed from the rule set tree in the Import Assistant Explorer.
Right-click on a file name to display a menu that includes the Include or Exclude File option. A red X by a file means the file is excluded from the rule set and will be ignored. A green check by a file means the file is included in the rule set.
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Creating Rule Sets When rule set-level actions like playing back recorded commands and batch auto-convert are performed, the commands will only be performed on files that are included. Only one file can be included in a rule set at a time when performing the Generate Rule Set (see "Generating a Default Rule Set" on page 23) step.
Analyzing File Structure

At any time after a file has been added to a rule set, the user can use the Structure Analysis tool to analyze a file's structure. Click File > Analyze File Structure (shown in the previous section) to display the following dialog box.
The Structure Analysis tool analyses the contents of a CAD file and delivers the results as an Excel file. This output file's name and location can be selected from the fields in the bottom left section of the dialog. The Analysis Criteria section lets the user select what he wants the tool to analyze, groups (blocks or symbols in the CAD file), lines, and textboxes. Once the tool has been run, clicking on the Results button opens the Excel file that was created. In the example above, all three criteria were left checked, so the Excel file has eight sheets: Group Overview, Group Data, Line Overview, Line Data, LineRun Overview, LineRun Data, Textbox Overview, and Textbox Data.
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Creating Rule Sets
Group Data
The Group Overview sheet contains information about groups (originally symbols or blocks in the original CAD file), including the total number of groups in the file. This sheet lists all group names in the file, with the number of instances of the group, how many instances contain textboxes, how many instances do not contain textboxes and the group's layer. The Group Data sheet lists information about each instance of each group, including how many textboxes they contain and on which layer they can be found.
Line and Line Run Data

The Line Overview sheet lists the total number of lines. It also lists, for each layer, the number of lines, and the lines' color, width, and linestyle pattern. The Line Data sheet lists color, width, and linestyle pattern for each line. The LineRun Overview sheet contains the following totals for the file: Total Lines, Total Line Runs, Total Line Segments, Total Possible Groups, and Total Lines In Possible Groups. Total Lines means the total number of graphical lines. Total Line Runs refers to the number of line strings in the file. If a line is connected to a group at least one end, it is considered a line run. If a group or plant item or gap occurs in the line, that line will not be considered a single line run. The number of Total Line Segments is the number of graphical lines that make up the line runs in the Total Line Runs. To get the Total Possible Groups, the structure analysis process looks for closed entities among the lines. If a line string starts and ends in the same place, it is closed and might actually be a plant item that can be made into a group. The Total Lines In Possible Groups is the number of lines that make up the possible groups mentioned in the previous total. The LineRun Data sheet first lists, for each line run, the number of segments that make up the line run. It also reports the number of terminations to groups and the number of terminations to non-group graphics. It also lists the number of terminations to nothing. A termination to nothing might connote a gap in the line run. This sheet also lists, for each line run, the layer, color, width, and linestyle pattern.
Text Box Data

The Textbox Overview sheet lists the total number of textboxes in the file that are not part of a group. It also lists the number of freestanding textboxes for each layer. The Textbox Data sheet displays the contents of each textbox and on which layer it can be found.
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Creating Rule Sets
Recorder Assistant
Certain operations (Create Group, Ungroup Graphics, and Adjust Base Rotation) available in the Rule Set Editor (see "Compiling and Testing a Rule Set" on page 63) can be recorded and played back on other files in the rule set. If a rule set has a recorder file (.rhf) associated with it, if the user has already recorded operations for this rule set, the Recorder Assistant option will be enabled on the rule set's popup menu. Choosing it brings up the dialog below.
The Recorder Filename field contains the name and location of the Recorder file associated with this rule set. It is a read-only field. Listed in the window are all the procedures that the user chose to record while in the Rule Set Editor, along with the type of operation they are. When the user clicks the Play button, all the Records that are checked will be performed on all the files that are included in the rule set (the ones marked with a checkmark). Excluded files will be ignored. The records will be performed in the order that they are listed on this form, top being first. The order of the operations could be important, for example, when ungrouping a group and then regrouping it. To rearrange the order in which the records will be executed, use the Move Up and Move Down buttons. The Delete button removes a record permanently.
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Creating Rule Sets
Generating a Default Rule Set

The Rule Set Generator is used to generate a skeleton rule set. The command scans the input CAD file, tries to identify each unique plant item and the labels associated with the plant item, and then generates a rule set based on this information. The rule set is "skeleton" in the sense that it does not contain any SmartPlant symbol or attribute mapping information. SmartPlant symbol mapping can be imported by using the Map groups to P&ID symbols from an existing rule set option. The rule set contains the following information: A plant item rule for each line/structured element in the file that has unique symbology. All the identity criteria that applies to the plant item. Sub-rules for each candidate label identified. To increase the speed and accuracy of this operation the user is presented with a dialog, as shown below, which allows the user to provide information about the content of the file. To begin, select the Generate Rule Set option on the rule set pop-up menu. This option will be available if there have been files added to the rule set, and if there is not already a default rule set created. Only one file can be included in the rule set (signified with a check mark) to generate a rule set.
The system will open the file contained in the rule set in SmartPlant P&ID and display only those layers that contain graphics in the Generate Rule Set dialog box. By selecting individual items the user can pre-assign P&ID Content values to the layer. These values determine what the system will look for on the layer to use as rules in the rule set. Processing will be extremely slow if you enable a layer containing the border. For this reason, you should set the border layer to Ignore.
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Creating Rule Sets
Generate Rule Set Dialog Box
This dialog box allows the user to view the file chosen for conversion. The pane on the left side of the dialog controls which layers are visible as well as assigning P&ID Content values. Being able to see what is on each layer is helpful when deciding which P&ID Content value to assign to a layer in the left-hand pane. Layer Names Lists the names of the layers in the CAD P&IDs. P&ID Content These values determine what the system will look for on the layer to use as rules in the rule set. If the CAD P&IDs are well structured, these options can be used. The available options are: Default (Lbls and Pl) Layer will be scanned for labels and groups (plant items). Ignore All groups and labels on the layer will be ignored. Labels and Plant Items Labels Only Plant Items Only All Layers Makes all layers visible. Map rules to SmartPlant P&ID symbols from an existing ruleset Select to map the symbol mapping of an existing rule set to the new rule set being generated.
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Creating Rule Sets
Generating the Rule Set

In order to start scanning the CAD file for possible rules and labels, select OK. The system will generate generic rule set items based on its scan of the file. Each unique group and element style (based on level, color, style, and weight) will generate a single record in the rule set.
Mapping Existing Rule Sets

The option exists to map an existing rule set's symbol mapping into the rule set being created. Select the Map groups to P&ID symbols from an existing rule set check box available on both the Basic and Advanced dialog boxes. The system will prompt for an existing rule set to use. Select the desired rule set and click OK. Generation of the rule set will begin.
Using Excel Files as an Intermediate Format

The rule set created by the Rule Set Generator is saved as an Excel file. Use the Compile Rule Set command to convert it to a VB Script file for execution. The primary reason for using the Excel file as an intermediate format is to facilitate the Edit Rule Set command. More detailed reasons include: It is easier to view large portions of the rule set in the Excel file than it is in the ASCII VB Script file. The Excel file is easier to parse for the Edit Rule Set command then the VB Script file. The Excel file contains all the possible identification criteria with a flag as to which are currently active. This information is needed for the Edit Rule Set command. The VB Script file only contains the active criteria. Since the identification criteria are grouped by column in the Excel file, it is easy to make a group edit. For example, if the color of the CAD element should never be used in a rule it can easily be turned off for all rules by directly editing the Excel file. The Edit Rule Set command in the prototype does not provide the functionality to edit multiple rules at the same time.
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SECTION 6
Editing Rule Sets

Use the SmartPlant Import Assistant Ruleset Editor to create and manipulate rules. The rule set generation process creates a Microsoft Excel (.xls) file that users who are familiar with the way rules are organized and used can manually edit.
Opening the Ruleset Editor

After the Rule Set has been generated, you can edit it. 1. From the Import Assistant Explorer, click a drawing in the rule set. 2. Right-click and click Edit Rule Set.
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Editing Rule Sets The Rule Set Editor Control Bar, a new window, displays under the SP P&ID folder as shown next.
Rules are created from groups and lines in the file to be converted. If the rule set was generated using the Rule Set Generator, the file was scanned to find all unique groups and lines. These are rules. You can map a SmartPlant P&ID symbol to each rule in the Rule Set Editor. The rules are listed in the leftmost window of the Rule Set Editor Control Bar, under the Rule Name column heading.
Rule Criteria
System defined rules (listed in the Edit Rule frame, under Rule Name and Symbol) are developed for groups and lines based on the following information: The Rule Criteria dialog box allows for the definition of specific rule criteria used in the mapping of drawing elements to SmartPlant P&ID items. Specific item mapping and conversion criteria can be defined for plant items, labels, pipelines, and other "dumb" elements. These rules are based on the element type (group or line), the element attributes (layer, color, weight, style) and even specific items within the element (such as text strings in groups). In the following example, the Line2d 164 rule is highlighted. You can see that the following criteria for this line were found: Layer, Color, Element Type, Line or Polyline, Connected At Endpoint, Line Style, and Line Width.
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Editing Rule Sets If the rule criteria were left this way, that is, with the criteria that are checked originally, it would mean that all lines on layer LDL1A with the same color, style, and width as Line2d 164 would be mapped to the SmartPlant P&ID symbol entered in the Symbol column. This example shows the Primary Piping.sym symbol. This mapping of a SmartPlant P&ID symbol to a rule is discussed in the Mapping SmartPlant P&ID Symbols to Graphical Rules section.
You can select additional criteria or unselect criteria to create customized mapping.
Now the rule for lines that map to the Primary Piping.sym symbol have been revised. Color will no longer be a consideration when the system is finding lines to match this rule. Layer, type, style, and width will be the only deciding factors. 1. Right-click on a Rule Criteria to display the Override Value popup menu.
2. Click Override Value to display the Override Value dialog box.
Changes to the value of the rule criterion here display in the Rule Criteria window. For example, changing the color value from 255 to 0 causes the rule to apply to black lines instead of red lines. Enter color values in decimal format.
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Editing Rule Sets
Rule Criteria for Groups

Cell name name assigned to the cell or block in the foreign file Cell Contains Text group contains the text enclosed in parentheses Layer layer on which the element exists Color color of the element Graphical Group indicates it was a group, not a cell or block, in the original foreign file Row Number Of Inside Text Equals location of the text inside the group Column Number Of Inside Text Equals location of the text inside the group
Rule Criteria for Lines

Layer layer (level) the element is on Color color of the element Element Type type of the element (Line2d for example) Line or Line String or Polyline the element is a line or line string or polyline Connected at Endpoint line is connected at an endpoint Not Connected At Endpoint line is not connected at an endpoint Line Style line has the line style enclosed in parentheses Line Width line has the width enclosed in parentheses
Removing a Rule
Rules can be removed from the Rule Set by deleting the rule name from the dialog box. 1. Highlight the desired Rule Name. 2. Right-click to display the popup menu. 3. Click Delete.
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Editing Rule Sets
Mapping SmartPlant P&ID Symbols to Graphical Rules

After a rule is defined, there are two ways to map it to the SmartPlant P&ID symbol: Mapping an existing SmartPlant P&ID symbol Creating a new symbol Ensure that all lines are ungrouped before mapping to pipe runs or to signal runs. 1. Locate rules by selecting the rule itself or by selecting a graphic element and allowing the software to scan the active Rule Set for the applicable rule. Selecting the Rule Name in the Edit Rule dialog box causes a graphic in the file to be highlighted; this is an example of the chosen rule. Or, select an element in the drawing, right-click, and then click Find Rule.
The software scans the active Rule Set for an existing rule matching the criteria of the selected element. If the software cannot find an applicable rule, create one by selecting Add As Plant Item. 2. After the desired rule is selected in the Edit rule box, right-click on the rule and click Map Symbol > Map Symbol.
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Editing Rule Sets 3. The Map Symbol dialog box displays. Navigate to the desired SmartPlant P&ID symbol in the Symbols tree. Double click the symbol.
The symbol is mapped to the rule and the Edit Rule dialog box displays the new assignment. To remove this mapping, click Unmap Symbol.
Checking Symbol Size

If the symbol's size and scale are consistent, the symbol is mapped with no warning. If the SmartPlant P&ID symbol's size does not match the size of the group selected to map it to, SmartPlant Import Assistant displays a warning that the symbol sizes are inconsistent.
Click Yes to map the symbol, regardless of its size. Click No to change the tolerance setting or to turn off this check. Use the Set Symbol Tolerance dialog box to make the changes. In the Edit Rule area, rightclick on a rule and click Map Symbol > Set Symbol Tolerance. (This popup menu is shown in the Mapping SmartPlant P&ID Symbols to Graphical Rules section.) The Set Symbol Tolerance dialog box displays.
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Editing Rule Sets The tolerance is used to determine how different in size the symbol and the group can be before the software warns about the size difference. The default tolerance is 10%, which can be changed with this dialog box. The symbol size comparison takes into account the rotation of the group and symbol. The comparison check ensures that the rotation of the group is not incorrectly comparing the apparent width of the group with the height of the symbol. If groups are extremely out of tolerance, test the rule to check whether nearby pipelines are grouped with the symbol. If this is the case, ungroup, re-group, and map the new group to the symbol. If a symbol is an incompatible size, correct it using the Create Symbol command on the Edit Rule popup menu. See Creating a New SmartPlant P&ID Symbol for information about this command. Check Do not use symbol tolerance checking to turn off size checking.
Mapping a Rule to the Drawing Border

Use Map To Drawing Border on the Map Symbol menu to map a rule to the drawing properties of the SmartPlant P&ID drawing that will be created. (The Map Symbol menu is shown in Mapping SmartPlant P&ID Symbols to Graphical Rules (on page 30).) This command maps a rule to the drawing properties of the SmartPlant P&ID drawing that will be created. It also displays the drawing properties instead of the specific symbol properties in the SmartPlant Attribute window. Map attributes to the drawing properties the same way as for symbol attributes. See the Pipelines and Attribute Data (on page 44) and Instruments and Attribute Data (on page 48) sections for more details on mapping attributes to symbols.
Creating a New SmartPlant P&ID Symbol

If a predefined SmartPlant P&ID symbol does not exist to map to a rule, you can create a new symbol from graphics in the file. On the Edit Rule window popup menu, Create Symbol displays the Create Symbol dialog box.
There are two options in symbol creation. You can copy the template file or copy an existing file. Both options display Catalog Manager with an open symbol file containing the graphics that were highlighted in the file when you selected the rule name. To use Copy existing symbol, enter the symbol file to be copied, the directory where the new symbol will be saved, and the name of the new symbol. The file that is opened in Catalog Manager inherits the properties of
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Editing Rule Sets the symbol that was copied and contains the graphics that were highlighted in the file in the Rule Set Editor.
Edit the symbol in Catalog Manager and save it. If you specified a name for the new symbol on the Symbol Creation dialog box, the name is mapped to the rule in the Rule Set Editor. For parametric symbols, it is best to not map SmartPlant P&ID symbols to groups that were parametric symbols in the original CAD file in the Rule Set Editor. It is important to know that Auto Convert cannot handle mapping parametric data. These symbols can be resolved after Auto Convert in the Post-Conversion Cleanup process explained in the SmartPlant Import Assistant Installation and User's Guide. Before beginning the process, close all files in Catalog Manager. If a symbol file is open in Catalog Manager at the beginning of new symbol creation, you are prompted to close all documents.
Conforming Graphics to a Rule

Use Conform Graphics to a Rule on the Edit Rule popup menu to change the properties of selected graphics to match the rule criteria that are checked. This option is only available if the following Rule Criteria are checked: layer, color, element type, line style, line width, and cell name. Only the following properties will be modified on the element(s) in the file: layer, color, line style, line width, and cell name. Only properties checked in the Rule Criteria window are applied to the selected graphic. The cell name property can only be applied to groups. If cell name is checked, the element to be conformed must be a named group (that is, a group that was a cell in the original foreign file.) The graphic element to be changed must be the same kind of element as the one the rule is for if the Element Type criterion is checked. For example, you cannot change the properties of an arc to match those of a line if Element Type is checked.
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Editing Rule Sets
Copying and Pasting Rules

Use Copy and Paste to create new rules that are the same as existing rules. Modify the Rule Criteria to customize the new rule.
Testing Rules
Use Test to find all graphics in the file that match a rule. A message box asks if you want to see each graphic that matches the rule one at a time. Click No to fit the drawing to the screen with all matching graphics highlighted. Click Yes for the software to find and zoom in on each matching graphic.
Click Tools > Options > Colors> Highlight to change the color of the highlighting.
Working With File Elements

When the Rule Set Editor Control Bar is active, you can right click to display popup menus. This section explains the popup menu options, which vary depending on the type of selected elements.
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Editing Rule Sets
Creating a New Group and Rule

In many cases a number of discrete graphic elements can exist in the drawing that represent a single SmartPlant P&ID element. In this case, it is necessary to convert these collections of elements into a group for processing by SmartPlant Import Assistant.
The Make Group option is enabled if more than one graphic element is selected. 1. In the active window, select all of the elements to be contained in the group. Right-click to display the popup menu and then click Make Group. The New Group Name dialog box displays.
2. Enter a unique group name and click OK. This name will also become the rule name. Some special characters such as parentheses are not allowed in rule names, but dashes ( - ) are acceptable.
3. A message box prompts about finding all occurrences of the element collection. Click Yes to highlight the first occurrence and then be prompted again to convert. Accept the forms as required. When creating similar groups, start with the most complex structure and work down to the simplest. For example, group 4-way valves before grouping 2-way valves. When creating a group, choose a set of discrete graphics that have the same rotation angle as the SmartPlant P&ID Symbol that will be used during symbol mapping. 4. After a new group with a unique name has been created, right-click on one of the groups and click Add As Plant Item. The new group is added as a rule in the Edit Rule window. Adjust the rule criteria as required. Map symbols as required. 36 SmartPlant Import Assistant Installation and User's Guide
Editing Rule Sets 5. When a new rule is added using Add as Plant Item, the software scans the file near the plant item to be added for text to be used as potential attributes. Sometimes this search results in too many or too few potential attributes. Use Options on the popup menu to limit or expand the search area.
Ungrouping Graphics
Sometimes a cell or block from a foreign file is composed of pieces that could be mapped to existing SmartPlant P&ID symbols. For this reason, there exists an ungroup option. Right-click on a group and click Ungroup Graphics to display a message box asking if you want to preserve the named groups inside the groups.
Click Yes to have named groups inside the groups to be ungrouped to be left as groups. Click No to have the groups be ungrouped down to their primitive graphics. When this message box is dismissed, a message box displays asking if you want to find all occurrences of the group and ungroup them.
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Editing Rule Sets Click No to ungroup this one instance of the group. Click Yes to ungroup this occurrence and find the next. Then a message box displays asking if you want to ungroup this occurrence.
Each matching group displays and you are asked if you want to ungroup it, unless you select the Yes To All option to ungroup all occurrences at once. After groups have been ungrouped, you can select their component graphics and create new groups and rules. If groups will not ungroup, verify that the group exists as a rule. If it does not, add the group as a plant item, ungroup, and delete the rule if it is no longer needed.
Adjusting Base Rotation of Graphics

Adjust Base Rotation, another option of the popup menu for graphics, adjusts the orientation considered to be the base rotation for a graphic in the CAD file. A SmartPlant P&ID symbol must be mapped to the rule for the graphic chosen before this option can be used.
Adjust Base Rotation adjusts the selected graphic's base rotation to match the base rotation of the chosen SmartPlant P&ID symbol. In this example, the bottom window shows the group from the CAD file, and the top window shows the SmartPlant P&ID symbol at its rotation 0. 1. Click Rotate to rotate the graphics in the bottom window 45 degrees. Use Browse (next to the Symbol Name field in the top of the dialog box) to select a different SmartPlant P&ID symbol.
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Editing Rule Sets 2. Check Mirror SmartPlant P&ID symbol on placement to mirror the SmartPlant P&ID symbol when it is placed in Auto Convert. It will not cause any visual changes on this dialog box. Changing the mirror option here mirrors the SmartPlant P&ID symbol for all instances of this rule. 3. Use Angle to enter an exact value for rotation, as shown below.
4. To rotate the group to the next 45-degree increment, enter a rotation value and click OK. Then click Rotate on the previous rotation dialog box. For example, if you enter an exact rotation value of 25 degrees and rotate the group with Rotate, the next value would be 45 degrees.
Adjusting Origin of Graphics

Adjust Origin on the graphics popup menu displays the Adjust Origin dialog box, which you use to change the origin of a group.
The original origin is the small cyan dot just above the text. 1. Click anywhere on the graphics window to display a small red dot that represents the new origin. 2. Click Reset to erase the new origin and reset the origin of the group back to what it was. In this example, the origin needed to be in the center of the valve, and there is a small red dot where the new origin was placed. The viewing tools buttons for the graphics window are under it. Use this tool only if the group contains text boxes outside the range of the graphics. In other cases, when the SmartPlant P&ID symbol is placed during Auto Convert, origin shifts will be automatically computed.
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Editing Rule Sets
Recording Operations
Often the same operations need to be done on more than one file in the rule set. SmartPlant Import Assistant allows you to record four of the procedures that can be performed on elements in these files: Create Group, Ungroup Graphics, Adjust Base Rotation, and Adjust Origin. The recorded operations can be played back on other drawings in the ruleset by using the Recorder Assistant, a command on the ruleset menu of the Import Assistant Explorer. 1. Click Record to change to record mode. The next time this menu is brought up, it will reflect this change in state as pictured below.
After each option that can be recorded, Rec displays. Rec displays only during record mode. 2. Click an option to record (for example, Adjust Origin (Rec)) and the Record Information dialog box displays.
3. Enter a name for the record to identify the operation that is about to take place. The name will be used when this operation is played back on other files in the rule set. (Playback is 40 SmartPlant Import Assistant Installation and User's Guide
Editing Rule Sets discussed in more detail in the SmartPlant Import Assistant Installation and User's Guide in the Recorder Assistant section.) The larger window on this dialog box lists the names of previously recorded operations for this rule set. 4. Accept this dialog, and the procedure, whether it is ungroup, group, or adjust base rotation, will proceed as usual. Some operations cannot be recorded for playback. For example, if the user chooses to record an ungroup operation, but answers No to the prompt Do you want to find all occurrences of the group and ungroup them," the operation is not recorded. To record an "ungroup," choose to ungroup all occurrences. Otherwise, when the Recorder Assistant plays back the operation, it will not know which instances of the group to ungroup. If a chosen operation was not recorded, the following message displays. The operation (for example group or ungroup) was successful, but not recorded.
Viewing and Changing Properties of Graphics

On the graphics popup menu, the Properties command displays the Properties dialog box for editing properties.
The Properties dialog box shows properties of group and the group or rule name, such as SYMBOL_LDL2A. Depending on what kind of element was selected (a group, graphical group, text box or basic graphical element), the appropriate fields are enabled. For some elements, these properties can be changed.
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Editing Rule Sets Click Reset to return an element's properties to their original values. Set the Mirror SmartPlant P&ID Symbol select list to Yes to mirror the SmartPlant P&ID symbol when it is placed in Auto Convert. It will not cause any visual changes to the group in the CAD file. Changing the mirror option here mirrors the SmartPlant P&ID symbol placement for only this instance of the group.
Measure Distance, Attribute Manager and Layer Manager commands.

On the Edit Attribute dialog box, the three buttons under Apply are Measure Distance, Attribute Manager and Layer Manager commands.
Measure Distance measures the distance between points in the file.
Attribute Manager displays a dialog box that allows the user to turn off some layers for attribute processing. When a graphic is added as a plant item, only text boxes on layers marked Yes will be considered potential attributes. Click on a layer name to toggle the processing information.
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Editing Rule Sets If No is assigned to a layer, the system will not try to automatically find attributes on that layer when an element from the file is selected to be added as a plant item. Layer Manager displays a similar dialog box to control the visibility of layers when viewed in the Rule Set Editor.
Applying Attributes to Graphical Rules

After graphic rules are defined, intelligence can be applied to map attributes from the CAD File to the SmartPlant P&ID database. These attributes can be in the form of text strings or other graphics. The rule set generation process may have located potential attribute criteria for a plant item when the rule set was being created. After a SmartPlant P&ID symbol is mapped to a rule, the user is shown all of the SmartPlant P&ID attributes available for the SmartPlant P&ID symbol. The user can now map CAD attributes to SmartPlant P&ID attributes. For MicroStation files, when MicroStation tags are encountered on a graphic during RAD translation, a textbox is created with special attributes to identify the original graphic, as well as to hold onto the tag data. When a Plant Item is added to the Rule Set, the system looks for these textboxes and adds them as "dumb" attributes. You can view these "dumb" attribute values in the "Edit Attribute" section of the Rule Set Editor; just as you would view any "dumb" attribute. The user can also add attributes to plant items. Attributes are assigned to graphics using the Add as Attribute command. Right clicking on a text box or other object allows the user to add that element as an attribute on another graphic in the file. The message in the bottom left corner of the SmartPlant P&ID file's window will read, Please select a Plant Item. The next graphic left clicked on will be the element to which the attribute will apply. It is possible to swiftly delete all attributes (both used and unused) for a single rule by clicking the Delete All button.
Merge Text Boxes

If the text string to be added as an attribute exists in more than one text box, there is a command to merge two text boxes into one. If more than one text box is selected, Merge Text Boxes is enabled.
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Editing Rule Sets 1. Select Merge Text Boxes to display the Merge Text Boxes dialog box.
2. Choose a Text box delimiter. The delimiter determines what character or string will separate the string to be joined into one text box. The first text box selected will determine the location, font and style of the resulting text box.
3. After two or more textboxes have been merged into one, Unmerge Text Boxes becomes available. This returns text boxes to their original state.
Attributes
The Ruleset Editor is also used to assign attribute data to plant items. Attribute data is used to assign properties on SmartPlant P&ID symbols in the final converted drawing.
Pipelines and Attribute Data

In most cases pipeline data will need to be converted from "dumb" text into SmartPlant P&ID attributes. In this example the dumb drawing line ID is in the format: "DR-15650-50 (BBA) N" where: DR = fluid code 15650 = line sequence number 50 = DN BBA = piping spec N = Insulation purpose 44 SmartPlant Import Assistant Installation and User's Guide
Editing Rule Sets In order to bring dumb attributes into SmartPlant P&ID, you must define a map and assign string values using regular expressions. See Appendix A: Regular Expression. 1. Highlight a pipeline graphic and right-click Find Rule. The software highlights the rule controlling the import of this type of graphic, as defined following the process above. You can also select a rule for a piperun from the list of rules in the Rule Set Editor Control Bar. 2. After the correct rule is active, select (highlight) the text string for the Line ID and rightclick Add as Attribute. When prompted for identification of a plant item, select (data button) the line segment for the pipeline. The Edit attribute list displays and shows the string in the Samples text box. When an attribute is in bold, you can assign a list of specific values to it.
3. Click Select List on the popup menu to display only the values that can be assigned to the attribute.
4. Define the Attribute criteria desired for selection. The possible attribute criteria are: Element Type Type of the label object (the element added as attribute) Contains Text The text from the label object in parentheses. Layer Layer of the label object Color - Color of the label object
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Editing Rule Sets Is Part Of The plant item is a parent of the label object Is Near Intersects and Inside must be false, and the distance between the plant item and the label object is in parentheses Located at End Point If the plant item is a line and Intersects is not true, then this can be true. The tolerance is the minimum distance from the label object to the endpoint. Inside The label object is inside the range of the plant item Row Number The location of the text inside the group Text or Text Node The label object is a text box or a text node. Cell Name The name of the element added as an attribute. Angle Between The angle between the plant item and the label object. Parallel The plant item and the label object are parallel. Intersects The label symbol intersects the plant item. ConnectedByLeader If the plant item and the label object are on the same layer and are the same color, this can be true. It is possible to override the values in Attribute Criteria, just as it is in Rule Criteria.
5. Right-click attribute criterion and select Override Value to display the Override Value dialog box.
6. Change the value and click OK. The change displays in the Attribute criteria window. Any attributes assigned will use the new criterion. For the Contains Text criterion, you use a regular expression to search for a pattern of text that the attribute element contains. For example, if an attribute criterion is that the element contains the text 2", you can override the value to be the regular expression (.). as shown in the following example.
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Editing Rule Sets 7. The Contains Text attribute criterion has been overridden to look for text boxes containing strings that match this regular expression, instead of just ones that contain the original string.
Note that the attribute below is identified as Index 0. Click Edit on the Edit Attribute dialog box. The Label Symbol and Substring Format textboxes and the Test command display. In the Label Symbol text box, select a SmartPlant P&ID symbol to use as the label for the mapped attributes.
8. Click Test to display the Test Regular Expressions dialog box. Use this dialog box to check validity of regular expressions and to test the results on the selected string.
9. Enter a regular expression in the field provided and click Test. The results of the expression display in the Substring Results field.
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Editing Rule Sets Identify as unique a string as possible when defining regular expressions. If nonspecific expressions are used, it is possible that incorrect data could be picked up by the system. For example, in the example above, (.*)-* provides the same result. However, the software searches all text matching the Attribute Criteria defined for the rule. By using the string (.*)-.*-.*, the search will exclude strings of the format xx-xxx and only find items of the format xx-xxx-xxx. Search strings should be carefully considered based on drawing standards and the consistency of the adherence to unique CAD standards for specific items within the drawing.
10. 11.
12. 13. 14. 15.
If regular expression values have been entered previously for this SmartPlant P&ID attribute for other plant items, there will be several different regular expression options in the Regular Expression field. After the regular expression is defined, click OK. The Edit Attribute dialog box displays. In this example the string (.*)-.*-.* extracts the fluid code prefix of the line. Click OK. The system returns to the Edit Rule Set dialog box and displays the string in the Edit Attributes window. Right-click the attribute, and on the shortcut menu, click Map. The system will assign an index number to the attribute map. After mapping each attribute, click Apply. Map the size, spec, and insulation purpose to the appropriate SmartPlant P&ID attributes in the same way. Continue assigning attributes or Close to exit the Rule Set Editor.
Instruments and Attribute Data

Instrument data is handled in a similar fashion as pipelines. However, as instruments often have multiple lines of text, associations must be made between the specific text items on a one-by-one basis. In this example, text for a level controller is mapped for conversion. To bring "dumb" attributes into SmartPlant P&ID, you must define a map and assign string values using regular expressions. See Appendix A: Regular Expression. 1. Highlight an instrument graphic and right-click Find Rule. The software highlights the rule controlling the import of this type of graphic. You can also select a rule for an instrument from the list of rules in the Rule Set Editor Control Bar. For the level controller noted below, the tag is "LC 15029". The symbol is a "DCS Func Access in Prime Location.sym" and the applicable attributes are: L = Measured variable code C = Instrument Type Modifier 48 SmartPlant Import Assistant Installation and User's Guide
Editing Rule Sets 15029 = Tag Sequence Number <blank> = Loop Tag Suffix <blank> = Tag Suffix The attributes above are based on the delivered symbol. If this is a standard mapping for the client drawings, you could revise the symbol to remove the blank attributes. 2. After the correct rule is active, select (highlight) the text string LC and right-click Add as Attribute. You are prompted to identify a plant item. Select (data button) the instrument group. The SmartPlant P&ID attribute list displays in the Edit Attribute field and the string displays in the Samples text box. In this example, the text is divided into two attributes as previously noted.
3. Create the correct regular expression and click OK.
4. As with the pipeline, right-click the attribute, select Map, and then Apply.
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Editing Rule Sets Note that the Attribute Criteria lists a selection "Row Number 1" associated with the LC text. Select the text 15029 and assign it as an attribute to the same rule. The system will assign another index number and change the row number as shown below.
A label symbol is not required if the instrument has embedded labels for the mapped properties. 5. Note the change to the index numbers for additional items. In this manner, multiple items can be mapped to a single symbol. When complete, accept the changes to the rule set.
Explicitly Mapped Attributes

Add Explicit Attributes is available in the popup menu that displays when you right-click a graphic element. Add Explicit Attributes allows you to choose a text box and assign it directly to a plant item as an attribute. This assignment, called explicit attribute mapping, overrides any value assigned to the plant item through a rule. (See the Pipelines and Attribute Data (on page 44) and Instruments and Attribute Data sections for descriptions of rule-based attributes.) This attribute information is stored in the intermediate file, not in the rule set file. This type of attribute data is only applied to the single intermediate file in which it was created. This kind of attribute assignment is not meant to replace rule-based attributes. However, if you discover, through a Rule Set Test or an Auto Convert, that some plant items were not assigned their correct rule-based attributes, this tool could be useful in mapping unique cases. 1. Right-click on an element in the file to display a popup menu and Add Explicit Attributes. If the selected element is a group that contains text, the explicit attribute mapping dialog box appears immediately. You can assign values to SmartPlant P&ID attributes for that plant item, based on the text that is part of the group. If you choose this option for a group that contains no text, the message No text available for explicit attribute mapping displays. If the initially selected item is a text box, click plant items to assign attribute values and then right-click when you have finished choosing plant items. The rules of all the plant items selected must all be mapped to a SmartPlant P&ID symbol (located in the Edit Rule window of the Rule Set Editor) and all the symbols must be of the same item type. The initial text box becomes the source of the attribute values, and that is the text that will be in the Available Text window in the dialog box pictured below. All explicitly mapped attributes must have a source text box; the one exception is assigning OPC tag numbers if none are available on the original drawing. See the section.
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Editing Rule Sets 2. After the plant items have been selected, whether it was just the one initially chosen, or a selection of multiple plant items, the following dialog box displays.
In this example, the user has initially clicked on one text box to be the attribute and multiple plant items to map it to. Since the attribute will be assigned to multiple plant items, the Rule Name and Mapped to SmartPlant P&ID Symbol fields read Multiple plant items selected because the plant items could match different rules. The item type is what determines the available SmartPlant P&ID attributes, so it is consistent among plant items chosen. When just one plant item is chosen, Rule Name will contain the rule to which the plant item belongs, and Mapped to SmartPlant P&ID Symbol will contain the symbol mapped to that rule. The Nominal Diameter entry in the SmartPlant P&ID Attributes window is red to show that one or more of the selected plant items has previously-assigned values for that attribute. The previously mapped values for that attribute may not be consistent. This is a reminder that when an attribute is mapped here, it is mapped to all the plant items that were chosen, and it will overwrite all previous values. To assign a value to a SmartPlant P&ID attribute, users must select Set Value on the popup menu. If the attribute has a set collection of values, choose from that list. Otherwise enter a value in the following dialog box that displays.
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Editing Rule Sets
If there is more than one entry in the Available Text list and you choose to set a value for an attribute, you must choose which text box the SmartPlant P&ID attribute is to replace:
This will determine which text box will be removed from the intermediate file when this attribute is placed during Auto Convert. You can also enter a value in the Map Label Symbol field on the main explicit attribute mapping dialog box. The text box that was chosen to map as an explicit attribute will be used to position the label symbol. It is important to map the correct text box as an explicit attribute. If the wrong text box was chosen to map as an explicit attribute, the value of the attribute may be correct, but the label may be placed incorrectly. 3. After the explicit mapping for one plant item, or group of plant items is finished, the plant item popup menu offers the options, Continue Explicit Mapping, Hide/Show Explicit Attributes, and Exit Explicit Mapping. Click on the next text box or plant item to add as an explicit attribute, and choose Continue. Choose Exit to return to the normal popup menu. Click Hide Explicit Attributes, available on both popup menus, to hide all text that was chosen to be explicitly mapped to a plant item. Data for explicitly mapped attributes is saved in the intermediate file (the .pid file), not the rule set (.xls) file. If the intermediate file is deleted, the explicitly mapped attribute data will be lost.
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Editing Rule Sets
Assigning OPC Tag Numbers

If the original CAD file does not contain off-page connector (OPC) tag information, the procedure in the section can be used to assign a tag number to an OPC. Even if there is no text box from which to draw the attribute value, if the plant item's rule is mapped to a SmartPlant P&ID symbol, the Map Explicit Attribute dialog box will allow the user to enter an OPC tag number.
Item Tag Attributes and Multiple Representation Placement

SmartPlant Import Assistant supports multiple representation placement of equipment symbols. If the item tag attribute is assigned to a piece of equipment, and that equipment already exists in the database, AutoConvert will attempt to place the subsequent equipment symbol as multiple representations.
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Editing Rule Sets
Assigning Rules to Graphics

In this example, some of the graphics do not comply with the rules as defined. These graphics are easily noted after you have run the Test Rule Set option.The following section will describe the process to assure that graphics will match a rule and get mapped to a SmartPlant P&ID symbol.
Simple Graphic-to-Symbol Association

The open spectacle blank near the middle of the drawing is not a group, as others in the drawing, but a collection of dumb graphics. So while it looked "correct" on the CAD drawing, it was not converted like the other blinds on the drawing. To map this item, use the process in the section Creating a New Group and Rule (on page 36) to create a graphic group of the elements, add the group as a plant item, and then this item is assigned to the appropriate SmartPlant P&ID symbol.
Graphic-to-Symbol Association with Attributes

The level indicator near the middle of the drawing is not a group, as other similar symbols in the drawing, but a collection of dumb graphics similar to the blind above. Again, in order to map this item follow the process in the section Creating a New Group and Rule to create a graphic group of the elements, the group is added as a plant item, and then this item is assigned to the appropriate SmartPlant P&ID symbol. Select the graphics and create a group, as outlined above. After the group has been created, the new item will need to be added as a plant item. Highlight the group, right click Add as Plant Item. SmartPlant Import Assistant creates a new rule with the same name as the group name. Map a symbol and assign attributes as above.
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Editing Rule Sets
Graphic Attributes and Label Symbols

Assign graphic attributes to graphics using the Add as Attribute command. The flow direction arrow is used in this example.
1.
The arrow symbol is added as an attribute.
2. The attribute has been added at Index 2. 3. Assign a label symbol to this attribute.
In the figure above, Flow Direction.sym has been assigned as the label symbol, and the attribute criteria have been adjusted so that layer and color will no longer be considered in assigning this attribute. For symbols as attributes, the index number does not need to be assigned to a SmartPlant attribute.
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Editing Rule Sets
Placement of Reducer Labels

It is not possible to map a reducer's size to individual piping connect points through the Rule Set Editor. (It is possible to do this through the AMS/ VB Script files.) You can place the label for reducer NPDs. After the label is placed, normal SmartPlant P&ID functionality will populate the Piping Point 1&2 properties based on the actual pipe run data mined from the drawing. This can be accomplished via the following example. 1. Attach the attribute (14"X8") to the plant item (Reducer). 2. Check criteria for Contains Text and override the value to recognize a textbox that contains the actual reducer label data.
3. Map the value to Nominal Diameter using the following criteria:
4. The regular expressions could be modified for use with SI sizes. The connect point sizes would be populated based on the pipe runs connected to the reducer. After this happens, the label updates with the correct value.
Other Graphic Attributes

You also can add other graphics as attributes. For example, if a dashed line near a pipe indicated that the pipe had heat tracing, you could add the dashed line as an attribute of the pipe.
1. Right-click the dashed line, and choose Add As Attribute. 2. Click the pipe to which you want to associate this attribute. 3. A new index will be created in the Attribute Criteria window just like when any other element is added as an attribute.
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Editing Rule Sets 4. Right-click the chosen attribute and select Map. You must also choose a value from the list of set values or enter a value for this attribute. The difference between the procedure when a text string is added as an attribute and when a graphic element is added as an attribute comes when assigning values to the attributes. Since there is no text string to parse with regular expression substrings, it is necessary to assign an actual value to the attribute.
If the attribute name has a bold font there is a list of specific values to choose from and the Assign Attribute Value dialog box displays.
5. On the Assign Attribute Value dialog box, double click a value from the Enumerated Attributes list or select a value and click OK. The value is mapped in the Substring Format field of the Edit Attribute window.
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Editing Rule Sets 6. If the attribute name is not in bold font, it does not have a specific list of values. You can enter a value.
7. Click OK to map the index and the value or click Cancel to not map them.
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Editing Rule Sets If you enter a value in the Substring Format column (as it is in the previous graphic), the Test button is only enabled if a VB Script file for attribute mapping is assigned to the project. In this case, the Test Regular Expressions area of the dialog box is disabled and the Test Attribute Value area is enabled.
See Using VB Script files for Attribute Mapping section in the SmartPlant Import Assistant Installation and User's Guide for more information. 8. Since the attribute was assigned an actual value instead of a regular expression substring, all there is to test is the VB Script file. 9. Click Unmap on the SmartPlant Attribute on the popup menu (in the Edit Attribute section of the Rule Set Editor Control Bar) to unmap the index from the attribute. Choose List (if available) to display the SmartPlant P&ID Enumerated Attribute Information dialog box. Click Delete if you want to delete the active Attribute Criteria. Click Highlight to highlight the graphic in the file that was added as the attribute at the active index.
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Editing Rule Sets
VB Script Files for Attribute Mapping
The Attribute Mapping Script Test area of this dialog box is available when a VB Script File for Attribute Mapping was entered on the Add Drawing Set dialog box or the drawing set's Properties dialog box. When Test is chosen with this option checked, it will also test the VB Script file specified and display the results in the Attribute Mapping Results window. Edit Script opens the attribute mapping script file for editing. After the selected VB Script file returns the proper results, it will be used in the Auto Convert process for assigning attributes to SmartPlant P&ID elements. For more information about how to use this file, see the VB Script Files for Attribute Mapping section in the SmartPlant Import Assistant Installation and User's Guide.
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Editing Rule Sets
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SECTION 7
Compiling and Testing a Rule Set

When you finish editing the rule set, compile it. Select the drawing from the Import Assistant Explorer and right-click Compile Rule Set. The rule set is compiled into an .RST (rule set) file, located with the rule set's Excel file in the root directory of the rule set as previously defined. When the rule set is compiled, test it before converting it as explained in Starting the Conversion Process (on page 67). Select the drawing from the Import Assistant Explorer and right-click Test Rule Set. After the test, click on a graphic. The graphic's SmartPlant P&ID symbol mapping and any attributes assigned to it should display.
Plant Item Information

Click a highlighted group or line to display a dialog box with information about the plant item. The Plant Item Information dialog displays information about the plant item, the rule that it matches, and the attributes that have been assigned to it. Attributes can be explicitly mapped or rule-based. Rule-based attributes are assigned to the plant item based on the criteria given for the plant item's rule. Explicitly mapped attributes are mapped directly to the plant item in the Rule Set Editor's Explicit Attribute Mapping mechanism. If a SmartPlant P&ID attribute is assigned to all plant items that match a rule and a plant item has an explicitly mapped attribute for that attribute, the one that is mapped explicitly takes precedence.
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Compiling and Testing a Rule Set Only those graphics that matched a rule in the rule set will be highlighted. Click a highlighted item to display the following dialog box. If an item contains text that did not get processed, that text will not be highlighted. Text that did get successfully processed will be highlighted.
Attribute and Label Information

Click a highlighted text box to display a dialog box with information about the plant item of which it is an attribute. In the following example, the selected label will be used to determine the Nominal Diameter attribute for the rule V805. It was explicitly mapped.
A log file named TestRuleset.log is generated and saved in the root directory of the rule set. The log file lists the number of plant items processed, the number of attributes mapped to these plant items and the number of labels processed. A sample log file:
SmartPlant Import Assistant Processing Log Processing started at 1/13/2003 3:11:51 PM Processing ended at 1/13/2003 3:13:12 PM Processed 511 of 3978 graphics (12.85%) Total number of plant items = 511
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Total number of attributes = 0 Total number of labels = 0
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SECTION 8
Starting the Conversion Process

After the rule sets have been created, edited, compiled and tested, the drawing can be converted. The Auto Convert Process can be started for an individual drawing in a rule set or for all files included in a rule set. Testing the drawing is optional, but highly recommended.
Auto Convert for Individual Files

The Auto Convert command imports the CAD file into SmartPlant P&ID. It is implemented as a RAD macro that runs inside of SmartPlant P&ID. Select the drawing from the Import Assistant Explorer and right-click Auto Convert. On the Drawing Name and Number dialog box, enter a drawing name and number for the SmartPlant P&ID drawing that SmartPlant Import Assistant will create.
The default name and number incorporate a timestamp to avoid duplicating names or numbers in the database. If the user chooses a name that already exists in the database, he will be asked if he wants to delete the existing drawing.
Click Yes to delete the drawing in question and proceed with the conversion. Click No to return to the SmartPlant P&ID Drawing Name and Number dialog box. On the Drawing Name and Number dialog box, the Template file field allows you to specify the template file to use for creating the SmartPlant P&ID drawing.
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Starting the Conversion Process Use the Document Category and Document type fields to specify that information for this drawing. Values entered when the drawing set was created appear here as the defaults. Enter values on this dialog box to be the defaults for the drawing set. Both values are required to successfully assign document type and document category to the new drawing created in Auto Convert. If only one of the values is entered, neither will be set on the new drawing. The values can't be changed after the drawing is created.
Snap To Target Behavior Setting

The Snap To Target Behavior setting controls how symbols will be placed during Auto Convert. Checked: If the setting is checked and a SmartPlant P&ID symbol is placed (during this Auto Convert), the SnapToTarget setting is set to True. This means that when a symbol of item type piping component is placed close to a symbol already on the drawing, the existing symbol becomes a target. The second symbol will "snap" to the first. This behavior will result in slight changes in placement from the intermediate file to the SmartPlant P&ID drawing. Unchecked: If the setting is unchecked and symbols are placed in the SmartPlant P&ID drawing, the SnapToTarget setting will be set to False. This means that if a piping component symbol is placed close to another symbol, its placement coordinates will not change. It will be placed exactly at the coordinates specified. Sometimes this results in unexpected connector behavior, because SmartPlant P&ID considers the two symbols to be connected and creates a small connector between the two piping components. The Snap To Target setting is read-only if the Snap To Target setting at the drawing set level is set to Turn Snap To Target on for Piping Components or Turn Snap To Target off for Piping Components. If the drawing set level setting is unspecified or set to Decide on a Drawing-by-Drawing Basis, then the option on this dialog can be changed. The drawing set level setting can be viewed on the drawing set properties dialog. Upon entering a name and number or accepting the default, the drawing is processed and the results display in the active SmartPlant P&ID drawing window.
Batch Auto Convert

The Auto Convert option is on the rule set's popup menu. Select it to convert all files in the rule set (marked with a green checkmark). Files marked with the icon that contains a red X are excluded and will be ignored. In this case, the SmartPlant P&ID Drawing Name and Number dialog box does not display. The SmartPlant P&ID drawings are created with default names generated using the CAD drawings' names and a timestamp. They will be created using the template file specified when drawing set was created.
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Results of Auto Convert

The grayed out graphics in the resulting SmartPlant P&ID drawing are the graphics from the dumb file that were not converted. These graphics reside in the file called <filename>_nonConvertedGraphics.pid, located in the Temporary SmartPlant P&ID File Directory, and which is attached to the new SmartPlant P&ID drawing. If the graphics in the attached file are not grayed out, go to View->Properties, Display tab and check the box next to "Prevent selection of inserted objects." It has been noted that after Auto Convert, the resulting SmartPlant P&ID drawing contains two drawing borders. One border is located on the SmartPlant P&ID template file used to create the SmartPlant P&ID drawing; this template file was specified on the "SmartPlant P&ID Drawing Name and Number" dialog that appears before a drawing is Auto Converted. The other border that might be visible is the border from the intermediate file's template file. This file is the template used when the original CAD drawing is translated into a .pid file. This template file is specified on the "Add Drawing Set" dialog, which appears when the drawing set is created. This second border is actually in the "non-converted graphics" file, which is attached to the SmartPlant P&ID drawing created by Auto Convert. The Auto Convert log file, a record of the success of the conversion process, and located in the rule set directory, is also created at this time. When an OPC is created, its matching OPC is also created, and should be placed in the plant stockpile. During the Auto Convert process, SmartPlant P&ID may ask where it should place the OPC with the Set Stockpile Location of Partner OPC dialog box. To turn off this inquiry, go to Tools-> Options, Placement tab, and check the box next to Place partner OPC in plant stockpile.
Using VB Script Files for Attribute Mapping

Use VB Script programming to create an Attribute Mapping Script (.AMS) file to map values from the dumb file to attributes in the database. The AttributeMap.ams file located where all the SmartPlant Import Assistant files were installed provides an example of how to use this functionality. This process uses the SPIA_AttrManipulator object to connect the user using the VB Script file with the assigning of attributes done in the conversion process. The function ProcessAttributes() is called from the Auto Convert code for every attribute that is entered into the database. This function is the user's opportunity to edit the string that will be assigned to the attribute being processed. The SPIA_AttrManipulator object contains all the data about the graphic and the attribute being processed. The code in the example file demonstrates getting and setting all the members of this object. The data on the object is as follows. SPIA_AttrManipulator.SPPIDAttributeName() - This is the name of the attribute being processed. SPIA_AttrManipulator.DumbAttributeText() - This was the dumb string before being parsed with the regular expression defined in the Rule Set Editor. SPIA_AttrManipulator.DumbAttributeParsedText() - This is the text that will be assigned as the value of the attribute. It has been determined from the regular expression defined in the Rule Set Editor, and is what will be assigned to this attribute if not edited in this function.
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Starting the Conversion Process SPIA_AttrManipulator.SPPIDSymbolName() - This is the name of the plant item to which the attribute is being tagged. SPIA_AttrManipulator.SPPIDSymbolItemType() - This is the item type of the SmartPlant P&ID plant item to which the attribute is being tagged, such as Piping Component. SPIA_AttrManipulator.SPPIDAttributeKey() - This is a concatenation of the RAD Attribute object name (for example, "TextBox 310"), the regular expression to be applied to the dumb text, the SP Label symbol (if one is defined), and true or false for whether a leader is visible. SPIA_AttrManipulator.SPPIDAttributeTypeIsEnumerated() - This returns true or false based on whether the attribute name in question has a list of specific values that can be assigned to it. SPIA_AttrManipulator.SPPIDAttributeEnumeratedList() - This returns a collection containing the list of values mentioned above, under SPPIDAttributeTypeIsEnumerated(). The example code in AttributeMap.ams in the ProcessAttributes function demonstrates showing all the values in the list in a message box. This is really only useful in viewing all the possible values in this list (or writing them out to a file for future reference). Once these values are known, the user can map values he expects to encounter in this function to accepted values for this attribute. For example, if a valve in the dumb file is labeled "N.O" for Normally Open and the user added a string containing this value as an attribute in the Rule Set Editor, the DumbAttributeParsedText from the SPIA_AttrManipulator object might still read "N.O." The user could know to map this string to the value of "Normally Open," which is an accepted value. The user would then call SPIA_AttrManipulator.SetSPPIDAttributeData using the string "Normally Open" instead of the invalid value of "N.O." This mapping could be made in the ProcessAttributes function. The user can edit the data received from this object, and then reassign the data to the object using the call to SPIA_AttrManipulator.SetSPPIDAttributeData. The input to SetSPPIDAttributeData is the attribute name, the string that will be the attribute's value, and the key that is the string described above, under the SPIA_AttrManipulator.SPPIDAttributeKey section. Any of these three values could have been altered in ProcessAttributes. If SetSPPIDAttributeData is not called, and SPIA_AttrManipulator.IgnoreAttribute is False, then whatever value is contained in the DumbAttributeParsedText for the attribute value will be mapped to the attribute. Sometimes it may not be possible to set the value of an attribute during ProcessAttributes. For example, if the value of one SmartPlant P&ID attribute comes from two different dumb strings, it may be necessary to wait on another value before setting an attribute value. In this situation, the user can set SPIA_AttrManipulator.IgnoreAttribute to True and not call SetSPPIDAttributeData. The value of the attribute will not be set upon exiting the ProcessAttributes function. It is the VB Script programmer's responsibility to store attribute data, and the parameters of SetSPPIDAttributeData, while waiting to set their values. It is at this time that the two functions BeginProcessingAttributes and EndProcessingAttributes become important. The BeginProcessingAttributes function is called by SmartPlant Import Assistant's Auto Convert (see "Starting the Conversion Process" on page 67) code to notify the user that the following calls to ProcessAttributes apply to the RAD Graphic object identified by the string strRADGraphicName. The EndProcessingAttributes function is called by SmartPlant Import Assistant's Auto Convert code to notify the user that all calls to ProcessAttributes that apply to the RAD Graphic object identified by the string strRADGraphicName are complete. If SetSPPIDAttributeData is called in EndProcessingAttributes note that the strAttrKey from ProcessAttributes that went with strAttrName must be used. Remember that this RAD Graphic name passed in to both of these functions is also included in the SPPIDAttributeKey, available
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Starting the Conversion Process on the SPIA_AttrManipulator object in ProcessAttributes. BeginProcessingAttributes serves as a signal that the processing of a new graphics is starting. The VB Script writer can use this callback to clear out any data being held onto by the script. The AMS file should be used to convert data when the authoring tool uses fonts containing special characters. For example, an input of the character "" can be captured and recognized by the VB Script code. The VB Script code can then assign a valid SmartPlant P&ID attribute value to the attribute based on the fractional data it received.
Viewing Conversion Results

After running Auto Convert, click Report to view the drawing's AutoConvert log file. The report contains the results of the file conversion. It is located in the rule set directory. Each drawing that is converted has its own log file, named AutoConvert_<DrawingName>.log.
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SECTION 9
Cleaning up After Conversion

After the SmartPlant P&ID drawing has been created, the Post-Conversion Cleanup toolbar appears in the Import Assistant Explorer. Use Post-Conversion Cleanup to clean up and edit the new drawing.
Viewing the Auto Convert Log File

This is another opportunity to view the AutoConvert log file for the drawing.
Converting Remaining Graphics

In the event that there are still groups in the dumb file that did not get converted to SmartPlant P&ID symbols in the Auto Convert process (for example, parametric symbols), this is an opportunity to find and place the appropriate symbols. Currently this process is only supported for groups. If no groups are selected when the Convert Remaining Graphics button is clicked, this function will find each unconverted group and prompt the user whether to convert the group to an SmartPlant P&ID symbol. If one group is selected at the time the Convert Remaining Graphics button is clicked (the nonconverted graphics document must be active), SmartPlant Import Assistant prompt the user whether to convert all the groups that match the rule name of the one in the select set when the user started the command.
If the user clicks Yes, he will get the opportunity to convert only groups whose rule name matches the original group selected at the beginning of the command, one at a time. If the user clicks No, then only the one group will be converted. The process is very similar to the process described below, except that only groups of this type will be offered for conversion. If there were no groups selected when this command was started (or there was more than one group selected) the process will collect all unconverted graphics and ask the user about the fate of each. If something other than a group was selected at the time the command was started, the following error message displays:
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Cleaning up After Conversion 'The item selected is not valid for this command. Only graphics that are groups are valid for the Convert Remaining Graphics command. Exiting command.'
Click Cancel to terminate the Convert Remaining Graphics process and allow access to the PostConversion Cleanup ribbon bar. Click No to have SmartPlant Import Assistant go to the next group. Click Yes to display the Map Symbol dialog box, which is similar to the one in the Rule Set Editor.
Here the user can choose an existing symbol to place in the drawing or create a new symbol. If the user chooses an existing symbol, it will be placed in the drawing and highlighted, and the user can accept it or reject it. If a symbol that is an actuator or a nozzle is chosen, its placement will be deferred until the end of the convert remaining graphics process because its placement depends on other elements in the SmartPlant P&ID drawing. If the user cancels out of the convert remaining graphics process, he will be asked if he wants to place the deferred symbols at that time. If he chooses yes, the
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Cleaning up After Conversion placement of deferred symbols will begin, and the user will have the same opportunities to accept placement of the symbols, or choose different ones, or cancel out of the process that he gets when placing other symbols. Click No to return to the Map Symbol dialog box to choose another symbol. Click Cancel to go to the next unconverted group in the dumb file. Click Yes to display the Properties dialog box for the newly-placed symbol. Assign properties to the symbol and click OK. The process goes to the next unconverted group. The other option on the Map Symbol dialog box is Create New Symbol. As in the Rule Set Editor, the user must choose a symbol to use as a template for creating a new symbol.
However, in this case, the option to copy the template file is not available. An existing symbol to copy and a name for the new symbol must be supplied. Clicking OK on this dialog creates a new symbol from the graphics in the highlighted group, and saves it in the specified directory with the specified name. The user is prompted to place the symbol now.
You can edit the symbol in Catalog Manager before placing it in the SmartPlant P&ID drawing. Click Yes to place the symbol (with the same behavior as when an existing symbol was placed). Click No to return to the Map Symbol dialog box to choose or create a different symbol for this group.
Connector Alignment
Post-Conversion Cleanup also includes the capability to make connectors orthogonal. Click Connector Alignment to display the Line Alignment dialog box.
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Cleaning up After Conversion There are two options for connector alignment: Automatic and Manual. The tolerance angle is the largest angle that the system will assume should be orthogonal.
Automatic Connector Alignment

If Automatic Mode is selected, the system will locate the connectors that are not orthogonal and prompt about aligning the pipe run.
Click Yes To All to align all the connectors without further prompts. Click No to go to the next unaligned connector. Click Cancel to exit the Alignment command. Click Yes to align the connector and display the results, with an option to accept or reject the placement.
Click No to return the graphics to their previous locations and allow the system to go on to the next unaligned connector. Click Yes to accept the placement.
Manual Connector Alignment

The Manual Mode option displays the Alignment tool bar.
In Manual Mode, users select graphics in the file for alignment. If graphics are selected that cannot be aligned, the following message box displays.
Click Do Not Notify to dismiss the dialog. If other inappropriate graphics are selected, they are removed from the select set without notification.
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Cleaning up After Conversion After graphics that can be aligned are selected, click Align on the Alignment ribbon bar to make the graphics orthogonal. A message box displays for the user to accept or reject the results. Exit is the last command on the right side of the Alignment ribbon bar. Click it to exit the Alignment process.
Viewing Unconverted Graphics

The Toggle display of unconverted graphics command allows the user to hide or display the unconverted (grayed-out) graphics in the SmartPlant P&ID drawing.
Converting Remaining Text

Convert Remaining Text converts dumb text boxes into item notes. If there are no text boxes selected, all text boxes remaining in the dumb file are converted to item notes. A dialog box appears displaying all the layers in the file. Left-click the layer name to display a combo box with the values Yes and No.
Click OK to scan the layers in the nonConvertedGraphics.pid file that are marked Yes for text boxes that were not processed. Make the non-converted graphics document the active document. Select the text boxes you want to convert. Starting the 'Convert Remaining Text' procedure this way skips the layer selection and the Associated Text process. Only unassociated text is valid for selection. Associated text must be collected by SmartPlant Import Assistant. If something other than a text box is selected when the command is started, the following error message displays: One or more of the items selected are not valid for this command. Only text boxes are valid for the Convert Remaining Text command. Exiting command.
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Associated Text
The first text to be processed will be text that was not processed, but is associated with a plant item that was processed. The properties dialog box for the plant item to which the text is associated will appear, as pictured below.
The unprocessed text, in this case, NC, has been copied to the clipboard and can be pasted into the correct property for its plant item. After this dialog box has been completed, the user is prompted to place a label for the attribute.
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Cleaning up After Conversion Choosing Yes displays the same symbol explorer dialog box seen in the Rule Set Editor (see "Compiling and Testing a Rule Set" on page 63) and the Convert Remaining Graphics (see "Converting Remaining Graphics" on page 73) function in Post Conversion Cleanup. The user will then select a label symbol to place. If a symbol that is not of type label is chosen, the user must choose a symbol that is a label or exit the process. When a label is selected, it is then placed in the file.
Then, if there are more unprocessed text boxes associated with plant items, the system will move on to the next one. The system assumes the user will take care of all associated text the first time he runs the Convert Remaining Text process, and the next time he starts the process, it will start with unassociated text.
Unassociated Text
After all the associated text has been addressed, the Convert Remaining Text process will begin the unassociated text. This can be a note, text from elements that did not get processed, or any other text that was not clearly associated with a plant item. The first time Convert Remaining Text is run on a drawing in Post Conversion Cleanup, the user has an option to continue with the unassociated text at this time or not.
This dialog will only appear if the user has addressed associated text already in the same session of Convert Remaining Text.
79
Cleaning up After Conversion For each unassociated text box, the user will have to decide how to process it. Choosing Skip will do nothing to the highlighted text, and go on to the next.
Item Notes
If Item Note is chosen, the system will place an item note in the place of the text. The item note label for SmartPlant Import Assistant is called SmartPlant Import Assistant-Item Note & Label.sym and it is based on the SmartPlant P&ID symbol Item Note & Label.sym. When a label is placed, SmartPlant Import Assistant attempts to match its size to the size of the original text box. This size is appended to the name of the symbol.
Drawing Properties
If Drawing Property is chosen, the SmartPlant P&ID property dialog will appear with the properties for the drawing. The text is copied to the clipboard, so the user can paste it into the desired drawing property on the property dialog and then dismiss the form to go on to the next text box.
Plant Item Attributes

If the user assigned the text to a plant item as an attribute, the following prompt appears in the bottom left of the SmartPlant P&ID window. Please click on a plant item. Right click to go to the next text box. Click a plant item in the SmartPlant P&ID drawing to display its property dialog box. With this prompt displayed, right-click to skip the current text box and go on to the next. After the properties dialog box appears for a plant item, you can paste the text into a property and dismiss the dialog box. A message box prompts the user to place a label for the attribute. Click Yes to display the same symbol explorer dialog box seen in the Rule Set Editor (see "Compiling and Testing a Rule Set" on page 63) and the Convert Remaining Graphics (see "Converting Remaining Graphics" on page 73) function in Post Conversion Cleanup, just like when associated text was processed. Selected labels are placed in the file and the next text box to process highlights.
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Record Graphics
The Record Graphics function in Post-Conversion Cleanup allows the user to capture or record graphics from a SmartPlant P&ID drawing in a way that can then be interpreted by Intergraph development for problem solving purposes. When this button is pressed, the user is prompted to select a script file to write to; he may choose an existing one, (which will be overwritten) or create a new one. This is a file with the extension .AGP (automatic graphics placement). Any graphics that are highlighted are written out to this file. This is not related to the Record and Record Playback in the Ruleset Editor.
Exiting Post-Conversion Cleanup

Exit is the far right button on the Post-Conversion Cleanup ribbon bar. Use it to exit PostConversion Cleanup mode and return to the Import Assistant Explorer.
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SECTION 10
Functional Areas Not Addressed By SmartPlant Import Assistant

The following functional areas are not addressed by SmartPlant Import Assistant. There are no plans to incorporate any of these functional areas into SmartPlant Import Assistant. Translation of area/segment breaks Auto-creation of nozzles during translation Creation of parametric symbols (with the exception of Gaps) Conversion of SmartSketch files Creation of assemblies During translation, before creating plant item in SmartPlant, check to see if item already exists in the SmartPlant database. If it does exist then just place the existing item. Licensing functionality Integrated Help Externalize messages Internationalization and localization
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Functional Areas Not Addressed By SmartPlant Import Assistant
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APPENDIX A
Regular Expressions
Pattern Syntax 1998 by Stinga This table explains special characters and sequences used in writing patterns for regular expressions.
Character
\ ^ $ * + ? . (pattern)
Description
Marks the next character as special. "n" matches the character "n". The sequence "\n" matches a linefeed or newline character. Matches the beginning of input or line. Matches the end of input or line. Matches the preceding character zero or more times. "zo*" matches either "z" or "zoo." Matches the preceding character one or more times. "zo+" matches "zoo" but not "z." Matches the preceding character zero or one time. "a?ve?" matches the "ve" in "never." Matches any single character, except a newline character. Matches pattern and remembers the match. The matched substring can be retrieved from the Substrings collection. To match parentheses characters, (), use "$" or "$". Matches either x or y. "(z|f)ood?" matches "zoo" or "food." A character set. Matches any one of the enclosed characters. "[abc]" matches the "a" in "plain." A negative character set. Matches any character not enclosed. "[^abc]" matches the "p" in "plain."
x|y [xyz] [^xyz]
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Regular Expressions
Regular Expressions Commonly used for SmartPlant P&ID Information

1001AB ([0-9]*).* [0-9]*(.*) LALL PCV 101A 0105AB 1 " 300# 1" V ([L|T|P]).* (V\>) ([A-Z]\>) ([A-Z]*\>) ([0-9, ,/]*") ([0-9]*#) ("$) A 1001 AB L Any number of digits Any number of letters after the digits, including lowercase Matches the first letter if it is L, T, or P Finds text ending in "V" Finds last character if a letter Returns all letters at end of string "AB" Returns string containing 1 " but no other text Returns 300# only Searches end of string for quotation mark ( " ) (This will not test true.)
To use special characters, including a period ( . ), as a delimiter in a regular expression, enter a backslash (\ ). The backslash stands for the special character, instead of meaning "match any single character." Other special characters include an asterisk ( * ), plus sign ( + ), and question mark ( ? ).
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Index
A
Analyzing file structure 21 Assigning rules to graphics 55 Attributes Attributes for graphical rules 43 Explicitly mapped attributes 51 Instruments and attribute data 49 Item tag attributes 54 Pipelines and attribute data 45 Using VB Script files for Attribute Mapping 69 Attributes for graphical rules 43 attributesVB scripts for attribute mapping 61 Setting Snap To Target for drawing sets 12
E
Explicitly mapped attributes 51
G
graphicsadjusting base rotation of graphics 38 graphicsadjusting origin of graphics 39 graphicsassigning rules to graphics 55 graphicsattributes 43, 57 graphicsdashed lines 57 graphicsgraphic attributes and label symbols 56 graphicsgraphic to symbol association with attributes 55 graphicsMerge Text Boxes 44 graphicsproperties 41 graphicsreducer labels 57 graphicssimple graphic to symbol association 55 graphicsungrouping graphics 37
C
Checking symbol size 32 Conforming graphics to a rule 34 Connector alignment in Post Conversion Cleanup 75 Conversion Auto convert individual files 67 Cleaning up after conversion 73 Conversion considerations 1 conversionbatch conversions 68 Snap To Target Behavior for Auto Convert 68 Viewing the Auto Convert log file 71, 73 Convert Remaining Text in Post Conversion Cleanup 77 Converting remaining graphics to symbols 73 Creating new groups and rules 36 Creating new P&ID symbols 33
I
Initialization of the software 4 Installation of the software 3 Instruments and attribute data 49 Item tag attributes 54
L
labelslabel symbols 56 labelsreducer labels 57
M
Mapping P&ID symbols to graphical rules 31
D
Drawing borders and rules 33 Drawing borders and scale 9 Drawing sets Adding a drawing set 7 Finishing a drawing set 14 Opening a drawing set 15 Removing a drawing set 15 SmartPlant Import Assistant Installation and User's Guide
O
OPC tag numbers 54
87
Index
P
Pipelines and attribute data 45
rulesmapping P&ID symbols to graphical rules 31 rulesreducer labels 57
R
Record graphics in Post Conversion Cleanup 81 recording operations 40 regular expressions 85 Removing a rule 30 Rule Criteria dialog box 28 Rule Set Editor Control Bar 27 Rule sets 5 Adding rule sets 17 Advanced rule set generation dialog box 25 Compiling and testing a rule set 63 Creating new rule sets 17 Deleting rule sets 19 Excel files as intermediate format 26 Generating a default rule set 24 Generating rule sets 26 Mapping existing rule sets 26 Recorder assistant 23 Removing drawing files from rule sets 20 Rule Set Editor Control Bar 27 VB Script and rule sets 5 Viewing attribute and label information after testing the ruleset 64 Viewing plant item information after testing the ruleset 63 Rules Assigning rules to graphics 55 Conforming graphics to a rule 34 Creating new groups and rules 36 Drawing borders and rules 33 Mapping P&ID symbols to graphical rules 31 Removing a rule 30 Rule components 5 Rule Criteria dialog box 28 Testing rules 35 rules simple graphic to symbol association 55 rulescreating new P&ID symbols 33 rulesgraphic attributes 57 rulesgraphic attributes and label symbols 56 rulesgraphic to symbol association with attributes 55 88
S
SmartPlant P&ID symbols 31 symbols SmartPlant P&ID symbols 31
T
Testing rules 35
V
Viewing Unconverted Graphics in Post Conversion Cleanup 77
W
Working with file elements 35 Working with file elements in the Ruleset Editor 35

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SmartPlant Import Assistant

Installation and User's Guide

Version 2009 (6.0.0)

U.S. Government Restricted Rights Legend

Warranties and Liabilities

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

Conversion Considerations and Assumptions

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

Installing and Initializing the Software

SmartPlant Import Assistant Installation and User's Guide

Installing and Initializing the Software

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

Adding a Drawing Set

SmartPlant Import Assistant Installation and User's Guide

Drawing Borders and Scale

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

9. 10. 11. 12. 13.

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

Snap To Target Behavior

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

Snap to Target Behavior Setting (Optional Setting)

Resulting Snap to Target Setting

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

Finishing a Drawing Set

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

Removing a Drawing Set

Accept the form for deletion of the selected Drawing Set.

Opening an Existing Drawing Set

SmartPlant Import Assistant Installation and User's Guide

Creating Drawing Sets

SmartPlant Import Assistant Installation and User's Guide

Creating Rule Sets

Adding a Rule Set

SmartPlant Import Assistant Installation and User's Guide

SmartPlant Import Assistant Installation and User's Guide

Deleting a Rule Set

Adding Drawing Files to a Rule Set

SmartPlant Import Assistant Installation and User's Guide

Removing Drawing Files from a Rule Set

SmartPlant Import Assistant Installation and User's Guide

Analyzing File Structure

SmartPlant Import Assistant Installation and User's Guide

Creating Rule Sets

Line and Line Run Data

Text Box Data

SmartPlant Import Assistant Installation and User's Guide

Creating Rule Sets

SmartPlant Import Assistant Installation and User's Guide

Creating Rule Sets

Generating a Default Rule Set

SmartPlant Import Assistant Installation and User's Guide

Creating Rule Sets

Generate Rule Set Dialog Box