Bentley Process & Instrumentation XM Edition Read1st v08.09.02.01

The Bentley Process and Instrumentation Workgroup XM Edition includes a powerful suite of tools for designing, managing and operating small and large-scale industrial plant facilities. All plant-related data is stored within a non-proprietary, centralized database providing seamless integration between engineering, document management and related business systems used within the infrastructure.

Information included in this document:

• Applications Included in This Install
• System Requirements
• Product Installation
• Product Licensing
• Documentation
• Changes, New Features and Fixes
• Limitations and Known Errors

Applications Included in This Install

·        Bentley Data Manager – Comprehensive Data Management, Reporting and Configuration module for the Project Environment, Access based Query and Reports engines allow users to leverage existing knowledge to produce deliverables regardless of the RDBMS selected for the project environment.

·        Bentley Instrumentation and Wiring – Visual, Intuitive environment used to Model and Document Plant based Instrumentation Loops, Electrical Schematics and Field Bus configurations.  Access based Query and Reports engines allow users to leverage existing knowledge to produce deliverables regardless of the RDBMS selected for the project environment.

·        Bentley Datasheets – Excel based Instrumentation and Equipment Datasheet module with automated synchronization between the templates and the project database providing change control throughout the development process

·        Bentley Hookups – Excel based Instrumentation Hookup module with automated synchronization between the templates and the project database providing change control throughout the development process

·        Bentley Vision – Provides unparalleled views of project data and documents as well as the relationship that exists between components, component data and the documents delivered.

System Requirements

You must have a CD drive or Internet access for product installation. The following prerequisites are required to run the modules included in Bentley Process and Instrumentation Workgroup XM Edition.

Before you install the Bentley Process and Instrumentation Workgroup software, you should confirm that you have adequate hardware and software capabilities to install and use the product.  

Product Installation

SELECT Services Online / MySELECT CD: When you order a custom CD from MySELECT CD the product directory structure for this product appears as shown. To install from the CD locate and run the setup.exe file and follow the online instructions.

         \
             |
             |_08090201en
                     |
                     |_install
                         |
                         |_setup.exe - This initiates the install process

Downloading the files from SELECT Services Online/Download - the download process gives you a choice to save the file to a specified location, or to begin the installation from the download area.

The Bentley Process and Instrumentation Workgroup XM Edition directory structure is designed to make administration of the product easy and efficient while minimizing the impact on existing workflows. It facilitates continuous product improvement and minimizes the possibility of overwriting user-created data.

If you are upgrading from an earlier version of an application, it is highly recommended that you do not install this product over the previous version. Side-by-side installations of PIW 16.0, 8.1 and 2004 Edition SR-1 are supported but you must install the products in separate directories.

The installation program setup.exe will guide you through the installation and prompt you for information when required.

To install the applications included in the Bentley Process and Instrumentation XM Edition:

• In Windows Explorer, select the drive that contains the product CD
• Select the ...\08090201en\ install directory on the product CD
• Double-click setup.exe to begin the installation process
• Follow the onscreen prompts

The installation program will ask you to identify where you want to install the application and which options you want to install.

Bentley Licensing

To download the products, create a MySELECT CD or to complete the licensing process, you must have the appropriate roles assigned by your Site Administrator. If you have not been assigned these roles contact your Site Administrator from the Bentley website at SELECTservices Online at http://selectservices.bentley.com/. Select MySupport Account / Permissions. Clicking on the List SELECTservices Administration button will access the name of the Site Administrator to contact to add the appropriate permissions to your profile.

How to Activate Bentley Process & Instrumentation XM Edition

Product activation is achieved by connecting to a SELECT Server, receiving verification that your SELECT Server Name and Activation Key are correct, and successfully posting Usage logs. Product activation is not the same as checking out a license. This document describes how to configure Bentley Process and Instrumentation XM Edition for activation. After initial configuration, Bentley Process and Instrumentation XM Edition automatically and transparently tries to activate each time it runs, and runs unconstrained for a period of 30 days after its last successful activation. However, if activation is unsuccessful for a period of 30 days, Bentley Process and Instrumentation XM Edition runs in unauthorized mode with “demo mode” limitations until the product is successfully activated again. 

Note: Bentley Process and Instrumentation 2004 Edition also works with SELECT Server XM Edition, but do not require the same activation process.

Activating a product using the Product Activation Wizard

The Product Activation Wizard is designed to step users through the product activation process. After a product is installed, you must obtain a license and then activate that license. Obtaining the license alone is not enough to complete the process. This wizard eliminates the confusion and makes it clear that obtaining a license and activating a product are two essential steps.

The Product Activation Wizard opens automatically (unless the "Activate product using Bentley License Tool" check box is turned off) at the end of the product installation process.

You can also access the Product Activation Wizard by selecting Start > All Programs > Bentley > Plant XM > Licensing > License Management Tool.

The first screen of the Product Activation Wizard offers 4 product activation options:

SELECT subscribers with a deployed (local) SELECT Server

SELECT subscribers activating against a hosted (Bentley) SELECT Server

NON-SELECT users

Evaluation Only - No license information

The wizard steps you through the activation process based on the options selected.

SELECT subscribers with a deployed (local) SELECT Server

If you are activating against a local SELECT Server, you must provide the proper Server Name and Activation Key. The Server Name and Activation Key, along with any proxy configuration information, can be obtained from your Site Administrator.

• Enter the name of the server in the Server Name field.

• Enter the site activation key in the Site Activation Key field.

• If you are using HTTPS, enable the HTTPS (SSL) check box.

• If you are using a Proxy server to connect to the hosted SELECT Server, click the Proxy button and fill in the Proxy Server information then click OK.

• Click Test Connection to verify the connection to the SELECT Server.

• Click Next. The Wizard Selections dialog box displays the information provided on the previous dialog boxes.

• Review the information and click Finish to activate the product.

Important note for System Administrators: Bentley Process and Instrumentation XM Edition requires Bentley SELECT Server XM Edition and will not run with Bentley SELECT Server 2004 Edition (V8.5.2 and earlier). Bentley SELECT Server XM Edition can be obtained from the Downloads/MySELECT CD area of SELECTservices Online. Please note that you need to obtain a new license file for Bentley SELECT Server XM Edition. Contact the Bentley Sales Support Center that services your area for information on upgrading your current Bentley SELECT Server 2004 Edition license file.

SELECT subscribers activating against a hosted (Bentley) SELECT Server

If you are activating against a hosted (Bentley) SELECT Server, the Server Name is pre-populated but you must provide the proper Activation Key provided by the Bentley Sales Support Center.

• Enter the site activation key in the Site Activation Key field.

• If you are using HTTPS, enable the HTTPS (SSL) check box.

• If you are using a Proxy server to connect to the hosted SELECT Server, click the Proxy button and fill in the Proxy Server information then click OK.

• Click Test Connection to verify the connection to the SELECT Server.

• Click Next. The Wizard Selections dialog box displays the information provided on the previous dialog boxes.

• Review the information and click Finish to activate the product.

NON-SELECT user

If you are not a Bentley SELECT subscriber and you are activating Bentley Process and Instrumentation XM Edition, you are presented with three options:

I have a license file ready to import

I have an activation key

I do not have any license information

I have a license file ready to import

• Enter the path to your license file (or Browse to the location of your license file) in the License File field.

• Click Next. The Wizard Selections dialog box displays the information provided on the previous dialog boxes.

• Review the information and click Finish to activate the product.

I have an activation key

• Enter the site activation key in the Site Activation Key field.

• If you are using HTTPS, enable the HTTPS (SSL) check box.

• If you are using a Proxy server to connect to the hosted SELECT Server, click the Proxy button and fill in the Proxy Server information then click OK.

• Click Test Connection to verify the connection to the SELECT Server.

• Click Next. The Check out license now? page displays.

• Enter your Email address in the Email Address field.

• Select the product to be activated (if not pre-populated) it the Product Name field.

• Enter the product version number (if not pre-populated) in the Product Version field.

• Click Next. The Wizard Selections dialog box displays the information provided on the previous dialog boxes.

• Review the information and click Finish to activate the product.

I do not have any license information

• The product will run in evaluation mode.

• Click Go To Bentley.com to request activation information.

Evaluation Only - No license information

• The product will run in evaluation mode.

• Click Go To Bentley.com to request activation information.

Important note: If the workstation on which Bentley Process and Instrumentation XM Edition will be running does not have regular network access for periodic activation (at least every 30 days), then consider utilizing a checked-out license. Checked-out licenses are considered to be in full-time use and Bentley Process and Instrumentation XM Edition will not attempt to post usage for the duration of the license term. Please see the Bentley Process and Instrumentation XM Edition documentation for details on obtaining a checked out license.

Documentation

Tutorials:

Tutorials provided with the software are provided in the form of PDF (Portable Document Format) files. These files are accessible from the ..\Bentley\Plant XM\Help Files\ folder in your Windows Start menu.

Tutorials provided in PDF files can be browsed, searched, or printed with the Adobe Acrobat Reader. Information regarding the Adobe Acrobat Reader can be obtained from http://www.adobe.com/. It is highly recommended that you obtain the latest version of the Adobe Acrobat Reader. If you do not have access to the World Wide Web, please contact us so we can provide you with the necessary files for using the Adobe Acrobat Reader

On-line HELP: Detailed feature information may be accessed directly from the calling application by selecting the HELP command, or by pressing the Help button from any of the application dialogs. Be sure to explore On-line Help for answers to your questions.

Changes, New Features and Fixes

An overview of new features incorporated in Bentley Process and Instrumentation XM Edition is available in the on-line help files. Additionally, the following summary provides an overview of some of the enhancements and fixes included in the P&IW XM Edition install.

Data Sheets:

Critical & Major Tracker Items

5758 - Error occurs while creating Datasheet in Oracle having schema with project db.

5180 - Errors are displayed on creating/opening datasheets in Oracle (C+M).

Data Manager:
Critical & Major Tracker Items

1474 - Error message is displayed while editing TAG_NO via 'Tag Properties' command.

1572 - Data Manager gets hang while editing tags in Oracle projects.

1586 - Data Manager crashes on closing On-line.

2146 - Open Project errors with Windows 2000.

Instrumentation & Wiring

Support for 2006 AutoCAD templates and Quick Loops.

Drawing bulk generation capability.

Loop number generation user interface improvements.

ProjectWise XM Support.

SelectSERVER XM Support.

MicroStation XM Support.

Connection Dialog Ferruling / Wire Number Enhancements.

Tab independent sorting in Edit Dialogs.

Ability to create devices in Card Panels.

Address all Major & Critical Defects.

Performance improvements.

Critical & Major Tracker Items:

5840 - AP.LSP not found when starting template generator.

5530 - ProjectWise Enable Project cannot Generate Dwgs with Print Range of All.

5545 - IWD Editor cannot be launched from I&W main interface menu bar.

5577 - KEYTAGS are not saved for Instruments created from Data Manager.

5394 - I&W not reading from standards correctly - it still attempts to read from BASE.

5657 - Connections of instrument tstrip disappears on saving after connecting its cores.

5658 - Card I/O List doesn't list second allocation of an Instr with a card channel.

5608 - Run-time error 32811 and I&W crashes on pressing Remove All items for Sys Query. 

5669 - Loop_NO generated for instr created at Data Mgr doesn't appear in INSTR table. 

5514 - Termcon preview with 'ALL' print range for panel with multiple tstrips crash I&W. 

5768 - Components cannot be placed on layout at Oracle 10g ProjectWise Enabled project. 

5206 - Run time error 9 occurs and Instrumentation crashes to desktop. 

5236 - Instrumentation crashes on removing selected item from Property View Options. 

5155 - Creating assembly for INSTRs created through Data Manager crashes I&W. 

5159 - Doc_Reg data gets deleted from link table for field panel in oracle Multiproj. 

5207 - Failed to preserve user defined fields in Doc_REV in (Central+Multi) projects. 

5212 - Drawing Generation does not support multi-user environment - I&W crashes. 

5384 - Document previews return blank window with DGN templates in Layout Designer. 

5811 - Run Time error 402 when trying to preview the loopcon drawing. 

5819 - Building component (Instr, Field Panel) from existing crashes PIW.

5823 - Loopcon.dgn is not created and program displays error. 

5845 - Multiple loop documents not being created from standards.

Template Generator

Support for 2006 AutoCAD and MicroStation XM.

Critical & Major Tracker Items:

5575 - Error occurs on designing DGN templates and Template Generator is not launched.

4816 - Run-time error 13 and 440 occur when instrument value is deleted in Build Token.

4443 - Instrument template created is not generated in Create Template dialog.

Hook Ups:
Critical & Major Tracker Items

5586 - Arguments are of the wrong type, are out of acceptable range, or are in conflict.

5438 - Errors are displayed on creating/opening Hookup drawing.

5439 - Error Message 'Permission denied' occurs while deleting a Hookup drawing. 

5039 - Hookups show NULL instead of blanks for empty database fields.

Vision:
Critical & Major Tracker Items

3863 - Check In doesn't work when projects with and without ProjectWise are switched.

Limitations and Known Errors

The following partial list of limitations and known bugs exist in this release of Bentley Process and Instrumentation Workgroup XM Edition. A complete collection of errors and enhancement requests is being entered and maintained by Bentley in the PVCS Tracker database. Additional information may be provided upon request.