Table of Contents

Introduction---------------------------------------------------------------------------------1
Administration Options ......................................................................................... 2
Instrument Engineering Options ........................................................................... 2

The Administration Module------------------------------------------------------------5

System Administration.......................................................................................... 5
Entering as System Administrator...................................................................................5
Task 1: Initializing a Domain and Associating it with the INtools Database ...................7
Task 2: Defining INtools Users and Domain Administrator.............................................9

Domain Administration ....................................................................................... 13

Entering as Domain Administrator ................................................................................13
Task 1: Defining a Plant Owner ....................................................................................13
Task 2: Creating the Plant-Area-Unit Hierarchy............................................................14
Task 3: Users, Groups, and Access Rights ..................................................................20

Instrument Engineering Options--------------------------------------------------- 29

Opening INtools.................................................................................................. 29

The Instrument Index Module------------------------------------------------------- 33

Task 1: Defining Instrument Index Supporting Tables and Properties .........................33
Task 2: Defining a Loop with Its Tags...........................................................................50
Task 3: Duplicating a Loop with Its Tag Numbers ........................................................64
Task 4: Viewing and Editing Data .................................................................................67
Task 5: Finding and Sorting Data in the Browser View Window...................................72
Task 6: Additional Browser View Window Features .....................................................74
Task 7: Generate Instrument Index Reports.................................................................77
Task 8: Working with Typical Loops .............................................................................78

The Process Data and Calculation Modules ----------------------------------- 85

Task 1: Defining Process Data......................................................................................85
Task 2: Calculations......................................................................................................91

The Instrument Specifications Module ------------------------------------------ 97

Task 1: Viewing Specification Sheets ...........................................................................97
Task 2: Create a Specification Form Data Template ..................................................101
Task 3: Creating and Using a Multi-Tag (See-List) Spec Sheet .................................106
Task 4: Creating a Customized Specification Sheet...................................................113
Task 5: Instrument Specification Sheet Revisions......................................................118

INtools 6.0 Table of Contents

The Spec Binder Module ----------------------------------------------------------- 125
Task 1: Creating a Technical Specification.................................................................125
Task 2: Creating Form Notes and General Notes.......................................................128
Task 3: Editing and Revising Specification Sheets from the Technical Specification 134
Task 4: Printing a Change Summary Report for a Specific Revision .........................138

The Wiring Module ------------------------------------------------------------------- 141

Task 1: Overview.........................................................................................................141
Task 2: Creating Default Panels .................................................................................143
Task 3: Creating Terminal Strips with a Marshaling Rack ..........................................146
Task 4: Creating a DCS Default Cabinet ....................................................................151
Task 5: Copying the Default Panels to the Plant Panel Manager...............................155
Task 6: Creating Default Cables .................................................................................159
Task 7: Copying Default Cables to the Plant ..............................................................165
Task 8: Making Connections.......................................................................................168
Task 9: DCS Management..........................................................................................179
Task 10: Cross-Wiring the Signals in the Marshaling Rack........................................186
Task 11: Adding a New Instrument to the Existing Wiring..........................................189
Task 12: Browsing Panels, Cables, and Connections ................................................191
Task 13: Wiring Design that Includes a Barrier...........................................................196
Task 14: Wiring Design for Other Loop Types............................................................202

The Loop Drawings Module ------------------------------------------------------- 215

Task 1: Displaying Loops and Setting the Loop Generation Type..............................215

Working with Enhanced SmartLoop Reports.................................................... 218

Task 3: Generating an Enhanced SmartLoop Report.................................................218
Task 4: Modifying an Enhanced SmartLoop Drawing by Changing Data Directly from
the SmartPlant Report Generator..................................................................220
Task 5: Modifying the Appearance of a SmartLoop Drawing by Changing the
SmartPlant Report Layout Properties............................................................226
Task 6: Adding Annotations to an Enhanced SmartLoop Report ...............................236

Working with CAD Loops.................................................................................. 245

Task 1: Defining Block Types and Drawing Blocks.....................................................246
Task 2: Assigning Blocks to Instrument Types ...........................................................249
Task 3: Defining the General Blocks...........................................................................251
Task 4: Editing the Title Block for a Specific Loop......................................................252
Task 5: Understanding Macros ...................................................................................255
Task 6: String Manipulation for Loop Drawings ..........................................................257
Task 7: Generating CAD Loop Drawings....................................................................259

INtools 6.0 Table of Contents

The Hook-Ups (Installation Details) Module --------------------------------- 267
Task 1: Creating Hook-Ups and Attaching Them to Tag Numbers ............................267
Task 2: Creating Hook-Up Items.................................................................................272
Task 3: Assigning Items to the Hook-Up Drawing ......................................................275
Task 4: Generating a Bill of Material (BOM) ...............................................................276

The Browser Module----------------------------------------------------------------- 277

Task 1: Create the Junction Box Assignment per Tag Browser................................277
Task 2: Creating a New Customized Process Data Browser .....................................282
Task 3: Customize the Printout Structure ...................................................................284
Task 4: Using the Sum and Avg. Features in Printed Reports ...................................288