SPI 2016 TRAINING – EDE MODULE

SPI 2016 TRAINING – EDE MODULE Page 2 of 45

TABLE OF CONTENTS
1.0 SUMMARY 3
2.0 EDE EXPLORER 3
2.1 EDE EXPLORER TOOLBAR 3
2.1.1 New EDE View Type 4
2.1.2 Item Color Selector 5
2.1.3 Template Inconsistency 6
2.2 SEARCH BOX 6
2.3 TREE VIEW 7
3.0 EDE ACTIONS EXPLORER 8
3.1 EDE ACTIONS TOOLBAR 8
3.1.1 Clear Grid Highlighting 10
3.1.2 Print Report 10
3.1.3 EDE Expression Builder 12
3.2 LAYOUT HISTORY 14
3.3 TREE VIEW 15
3.4 AVAILABLE DOCUMENTS 15
4.0 WORKING WITH EDE VIEWS 16
4.1 OPEN EDE VIEW 17
4.2 GENERATE EDE VIEW 17
4.3 GENERATE EDE UNION VIEW 19
4.4 EDIT EDE VIEW 22
4.5 DUPLICATE EDE VIEW 23
4.6 DELETE EDE VIEW 24
4.7 EDIT SUPPORTING TABLES 24
4.8 SEARCH FOR ITEMS 25
4.9 SORT ITEMS 26
4.10 FILTER ITEMS 27
4.11 COMPLEX FILTER 28
4.12 WORKING WITH COLUMNS 30
4.12.1 Grouping Columns 30
4.12.2 Re-arrange Columns 31
4.12.3 Freeze Columns 31
4.12.4 Adding Columns 32
4.12.5 Removing Columns 33
4.13 MANIPULATING DATA 35
4.14 COMPARE EDE VIEW REPORTS 39
5.0 EDE ACCESS RIGHTS 44
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1.0 SUMMARY
Engineering Data Editor (EDE) is a powerful tool that provides you with a wide-angle view of your
engineering data and allows you browse through and modify the data from a single location in
SmartPlant Instrumentation.
The EDE is designed to replace Browsers, using an intuitive graphic user interface you can create EDE
Views without any prior knowledge of the database structure or SQL statements. The EDE graphic
user interface uses the engineering data from the software based on EDE View Types which you
create according to your engineering needs.

2.0 EDE EXPLORER

There are three sections to the EDE Explorer.

2.1 EDE EXPLORER TOOLBAR

The following actions can be performed from the EDE Explorer toolbar:

Icon Name Description

New EDE View Type Creates a new View Type folder in the tree view (see 2.1.1).

Refresh Refreshes the EDE Explorer tree view.

Collapse All Collapses all open nodes of the EDE Explorer.

Item Color Selector Opens the Item Color Selector dialog box (see 2.1.2).

Template Inconsistency Checks all the EDE views for inconsistencies against the
original Query (see 2.1.3).

Help Opens the SmartPlant Instrumentation Online help.

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2.1.1 New EDE View Type

Prior to generating an EDE view, you have to make sure that you have an appropriate EDE view type
under which your view will reside. Do the following to create a new EDE view type.

1. In the EDE Explorer, click .

2. On the View Type Properties dialog box, follow the guides above and click OK.

3. To either edit or delete a View Type, under the Tree View, do a right-click on the View Type name.
Tip: Doing a right-click on the empty space next to the View Type name will not work.
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2.1.2 Item Color Selector

To color code column headers in the grid, click the Color Selector in the EDE Explorer. Select a
different color for each item type from the list, and close the dialog box.

The color is displayed for all properties associated with the specific item type, across all EDE views.

For example, if you assign a blue color to Instrument Name, any EDE View that includes the
Instrument Name column header, will have a blue line marked on the top.

Columns with Name item types, display the same color underlining the column header as the color on
top of the header.
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2.1.3 Template Inconsistency

You can compare an EDE view with its query template to check for any inconsistencies in the view.

If the software detects an inconsistency the icon is displayed in the EDE Explorer tree view. You can
regenerate this view from the template if required.

Note: A View Only EDE does not take part in a consistency check, since it did not originate from a query.

2.2 SEARCH BOX

Use the search to find a specific EDE.

As you type, the search returns the matching EDE views.
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2.3 TREE VIEW

Here you select the EDE that you want to work with, or create your own EDE View Types:

Icon Description

An EDE View supplied with the software or an EDE edited by or created with the query
builder.

A read only EDE View that cannot be edited.

An EDE View selected as a User Default EDE View.

Tip: The default EDE view is set per user, at the plant level or at the project level when
working in As-Built.

A shortcut menu (right-click ) is available for use with the EDE Explorer View. The available commands are:

 Properties - Opens the View Properties dialog box where you can edit the values of the EDE.
 Delete - Deletes the selected EDE from the EDE Explorer.
(Only available for custom folder properties and all EDE views.)
 Duplicate - Opens the View Properties dialog box and duplicates the selected EDE.
Available only for EDE of View Type Private. (Not available for shipped EDE
folders.)
Note: The duplication process does not finish until you click OK on the
View Properties dialog box. Available only for EDE of View Type Private.
 Union View - You can combine data views of several EDE views into one union EDE view.
This action creates a single read-only EDE view of the selected views.
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3.0 EDE ACTIONS EXPLORER

The EDE View Actions tab allows you to perform various actions on an open EDE view.

3.1 EDE ACTIONS TOOLBAR

The following actions can be performed from the EDE Actions toolbar:
Icon Name Description

Clear Grid Highlighting Clears the EDE view of any highlighting (see 3.1.1).

Refresh Refreshes the EDE view reflecting any changes made to the
data.
Print Report Creates a report of the current EDE view. You can select to
preview the report before printing, send the report directly to a
printer, or cancel the report (see 3.1.2).
Clear All Filters Clears all filters that you applied to the open EDE view,
including all filters that were saved previously.

Regenerate from Template Regenerates the current EDE view based on the query
definition removing any changes made to the EDE since its
generation.
Notes:
- This action is irreversible.
- The template of an EDE view is the query that was used
to generate that EDE view. If the original query has been
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changed, these changes will be reflected in the

regenerated view.

Edit EDE Definition Opens the current EDE view in Query Builder to allow the
definition to be edited.
Note:
- To understand more on EDE query, please refer to the
training document on Query Builder.

Highlight Claimed Items Colors the items in the grid that have been claimed to either
one or several projects created in the As-Built.
Notes:
- This icon will only be enabled when your EDE
view is open while you are in the As-Built mode.
- The claimed project items will only be displayed in color if
you have previously set the colors in the Administration
module > Activities > Project Activities, as part of editing
the As-Built.

EDE Expression Builder Utility designed to create expressions based on data from an
EDE View (see 3.1.3).

Help Opens the SmartPlant Instrumentation Online help.

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3.1.1 Clear Grid Highlighting

The cells in the EDE View will be highlight with color border when you are working on it using copy and paste.
Click on Clear All Cell Highlighting will clear the view.

3.1.2 Print Report

In this window you can view how the current report appears in print.
Before printing, you can:

 Examine each report page individually, and use the icon to view the report details.

 Save the report as an external file with the icon.

 Use the icon to the report revision archive.

 Click to view a list of archived report revisions.

 Click to compare two archived reports, or compare the currently previewed report with
an archived report, and generate a comparison report (see also 4.14).

 Show first column on each page — If you selected the Print all pages option, select this check
box to print out the first column on all other pages of the report.
 Insert a page break — Selecting this option groups the rows by inserting a page break after
the group separator you select in the Grouped by section (in the EDE view main window). This
means that each group of items will be printed out on a separate page.
 Total sum/average — This option is available only after you select to sort your EDE view by
grouping a column header that contain numeric fields.
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 Printing Report

This procedure allows you to redefine the column layout you want to print from your EDE View. By
combining up to five column headers into one column, you can consolidate data spread across
multiple columns into a single column, reducing the size of the grid while retaining relevant
data.

On the Define Multi-Header Report window, drag out the column headers you want to appear in your
report from the Column Header window out to the column you want them to appear in.
Save - Saves your selection and generates the Multi-Header Report according to the layout you
defined.
Clear - Clears your layout selection, and returns to the original EDE layout.
Close - Closes the dialog box.
Notes:
- Any changes made to the EDE that do not match the template used to generate
the EDE, displays an error message.
- EDE Views created with Multi-Header Reports do not work with the Compare EDE
Reports feature.
- Opening the Print Multi-Header Report is subject to the appropriate access rights given
to the EDE module.
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3.1.3 EDE Expression Builder

The EDE Expression Builder is designed to create expressions based on data from an EDE View. The Expression
string is based on EDE Attributes, functions, operators, and constants. Results are displayed in a new
Expression column, which is initially created after the last column of the current EDE View. The
Expression column behaves like any other EDE column and can be sorted, filtered, and moved in the
grid. The name of the Expression's column header is based on the name you entered in the Expression
Name field. You can create multiple expressions for one EDE View. Each expression is displayed in its
own column. The columns of the EDE Expression Builder are saved together with the current EDE
View.

1. Type a name in the Expression Name field.

2. In the blank box (under the Expression Name field), type your expression directly, or select the
expression components from the: Attributes, Functions, Operators, and Constants columns.
Tip: Click a Function, or Operator once to see the syntax and the arguments required for it.
Click the function twice to enter it to the Expression box.

3. To build your expression, start by using a Function. The empty parenthesis after the function
allow you to enter the conditions and values to build your expression.
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Tips:
- Data used from the EDE View is case sensitive, make sure when using data in your expression
that the data is the same as in the EDE View. For example, to use the word "Field" in your
Expression (displayed under Attribute: Instrument Location), needs to be entered with capital
F, exactly as listed in the EDE View.
- Place quotes before and after any value or part of a value in your string. For example:
Contains ([Instrument Name], ‘FT’).
- Enter Attributes in square brackets, and any string (numbers or characters) in the parentheses
provided with the Function you selected. For example, to return the first three characters of
the instruments listed in the column: Instrument Name, enter the following:
Substring ([Instrument Name], 1,3).
- Spaces are not valid: Replace spaces with the underscore character (_) and period (.) as word
separators.
- Valid first characters: First character of a name must be a letter, an underscore (_), or a
backslash (\). After the first character in the name, letters, numbers, periods, and underscore
characters can be used.
- Negative numbers: (-X) must be in parenthesis. Example: 1 *( -1) = -1
- When your Expression is valid, the OK button turns active.

4. Once you are finished editing the Expression, click OK, the software re-generates the EDE View.

5. Scroll to the end of the EDE View to see the new Expression column.
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6. To edit your Expression, click the , in the Expression's column header. The Expression Builder
dialog box opens.

7. To delete your Expression, from the Expression Builder, click the Remove Item button.

3.2 LAYOUT HISTORY

The Layout History lists the sequence of layout actions you made in the grid and saves the layout as a
snapshot of the EDE View. To select a previous action, click on the required action from the list.
Selecting Pin Layout beside a Layout History record, saves the grid's settings, at that moment, as a
snapshot of the EDE. Next time you open the EDE view, it will use the pinned layout history as the
starting point for your EDE View.
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3.3 TREE VIEW

The Tree View displays a categorized list of all the attributes relevant to EDE view displayed and a search box.

Type your search criteria for the attribute you require. As you type the search removes criteria that does not
match the search criteria in the search box.

3.4 AVAILABLE DOCUMENTS

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Displays the type of documents that are associated with a selected Item in the EDE View, from which you can
open the appropriate document on the fly.

4.0 WORKING WITH EDE VIEWS

EDE Views enable you to copy and paste data, sort, filter, and group the data. Also, you can search through
your data to see the specific data necessary for what you need

There are several methods to generate an EDE (Engineering Data Editor) view, depending on how the EDE
view is created and where it retrieves the data. The final output results in a different EDE view.

Once you generate an EDE view, you manipulate and customize the EDE views in the EDE window and save
them in a folder in the EDE Explorer.
Notes:
- Browser views upgraded from previous versions to SmartPlant Instrumentation 2016 are
converted automatically to EDEs when opened for the first time, and can be found in the EDE
Explorer. A double click on the EDE converts and opens the EDE in the EDE window.

- The I/O Card and I/O Terminal browsers have not been converted to EDEs because their
definitions have been changed to improve the quality of their results. These browsers have been
replaced by four queries (found in the Query Builder folder), they are;
 Wiring - IO Card List - Detailed Query
 Wiring - IO Card List Query
 Wiring - IO Termination List - Detailed Query
 Wiring - IO Termination List Query
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4.1 OPEN EDE VIEW

To open an EDE view, do the following:

1. In the EDE Explorer, expand the folder containing the EDE view.
2. Double-click the EDE view.
Notes:
- Access rights are defined in the Administration Module, if you do not have access rights (Access
Denied) for a specific module or activity, for example; Calculation, Hook-Ups, or Wiring, you
cannot view its data from a query, preview a query and see the data, or open an EDE from the
EDE Explorer and view its data.
- EDE Views in the Private View Type folder in the EDE Explorer have full access rights independent
of the access rights applied in the Administration module.

4.2 GENERATE EDE VIEW

1. In the Reference Explorer, expand the Query Builder folder.

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2. Right-click the query that you want to generate an EDE view from, and on the shortcut menu click
Actions > Generate EDE View.

3. On the View Properties (New) dialog box :

Name — Type a unique name for the new EDE view.

Suppress Repeating Values — Select this check box to instruct the software to remove duplicate values
from your query results.
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User Default View — Select this check box to set the EDE View you want as the default EDE View every
time you open the EDE. You can change your selection by checking this box in another EDE
properties dialog box, which will cancel your previous selection. The saved User Default View is
set per user at the plant level or at the project level when working in As-Built..

View Type — From the list, select the view type for your EDE view.

Published Document Type — If working in an integrated environment (e.g. SmartPlant Foundation), from
the Published Document Type list, select the document type that the EDE view uses for mapping.

Report Type — From the list, select the report type for your EDE view.

Description — Type a description of the EDE view. This field is optional.

4. Click OK.

4.3 GENERATE EDE UNION VIEW

1. In the EDE Explorer, select the EDE views that want to use for the union view.
2. Right-click the selected views and then on the shortcut menu, click Union View.
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3. On the View Properties (Duplicate) dialog box, type a name of the new union view.
4. Select an appropriate view type and published document type (if you are working in an integrated
environment).
5. Type a short description if needed.
6. Select the Suppress Repeating Values check box, if you don't want to display in the grid values that
are repeated more than once.
7. Click OK.

Tip: For better clarity and understanding we recommend, where possible, to adjust the column names of the
source EDEs before the union, so that once the union is created the column names are
understandable. For example, source EDE 1 has a column called "Cable Description" and source EDE 2
has a column called "Panel Description", renaming both columns to "Description" makes for an easier
to understand union EDE.
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Notes:
- A union EDE view is a read-only view. The data in this view cannot be edited (all grey out).
- A union EDE view cannot be edited in the Query Builder.
- A union EDE view cannot be regenerated or checked for template inconsistencies.
- The EDE views must have the same number of columns, which is the same number of properties.
- A union EDE view contains all the query definitions of all the selected EDE views, both hidden and
unhidden.
- The data in the columns of each EDE View must be compatible, hence belonging to the same data
type (for example, text only, alphanumeric data, and so forth).
- If after creating the union view, you decided to add a new column in source EDE 1, the existing
union view will not show the new column. You will need to re-generate the union view.
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4.4 EDIT EDE VIEW

1. Return to the EDE Explorer by clicking on its tab.

2. Right-click the view that you want to edit, and on the shortcut menu click Properties.
Tip: Doing a right-click on the empty space next to the view name will not work.
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3. Click OK when you are done with the changes.

4.5 DUPLICATE EDE VIEW

1. Right-click the view that you want to duplicate, and on the shortcut menu click Duplicate.

2. Click OK when you are done with the Properties of the duplicated view.
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4.6 DELETE EDE VIEW

1. Right-click the view that you want to remove, and on the shortcut menu click Delete.

2. Click Yes to delete the selected view.

4.7 EDIT SUPPORTING TABLES

A column that holds data from a supporting table, displays a pencil icon in the column header. Click the
icon to open the related supporting table for editing.

Note: Permission to edit the supporting table is dependent on the user's Access Rights.
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4.8 SEARCH FOR ITEMS

1. In the Search field, type 3 or more characters. As you type, suggested items that match the search
criteria are displayed under the Search field and also highlighted in yellow in the grid.

Current Page
Displays up to 3000 rows (single page).

All Pages
Automatically selected when more than one page (more than 3000 rows) is available. You select which
page to view by typing the page number or using the Page controls at the bottom of the grid.

2. Only the first four matching strings are displayed under the Search field, all matching strings are
displayed in the grid.

3. Click on a string displayed under the Search field to locate the string in the grid.

4. To clear your search, click the on the right.

Notes:
- A search using a wildcard (*) must be used with an alphanumeric character.

- If nothing matches your search criteria the Search field is displayed with a red border.
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4.9 SORT ITEMS

The first time you open an EDE view, the results are displayed in an ascending order based on the Item Name
column. To reverse the sorting, click on the column header. A little sort arrow in the column header
displays the sort order. Click again to remove the sorting. Press and hold the SHIFT key and click
columns to sort by more than one column. Data in columns is sorted alphabetically.

When performing ascending or descending sorts on columns in the EDE View, all cells with NULL values do
not participate in the sorting, and always display at the top of the report.
All cells with empty fields do participate in the sorting, and display at the top when sorting a column in
ascending order, and at the bottom, when sorting in descending order.

The sorting is applied to all pages of the EDE.

Tip: The sorting you set on the EDE view will still be available the next time you relogon to SPI.

Notes:
- When performing ascending or descending sorts on columns in the EDE View, all cells with NULL
values do not participate in the sorting, and always display at the top of the report.
- All cells with empty fields do participate in the sorting, and display at the top when sorting a
column in ascending order, and at the bottom, when sorting in descending order.
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4.10 FILTER ITEMS

1. To filter your data, click in the column header.

2. In the dialog box that opens do one of the following:

 In the Distinct Filter (top section) - select from the list of values listed in the column.
Tip: Use the Search field to narrow the available selection if required.

 In the Show rows with value that section - select the required operator. Type a value in the
blank field, and select And/Or.

3. When you have finished adding criteria to your filter, click Filter to display the filtered results.
4. Click Clear Filter to remove the filter criteria from the specific column.

Notes:
- The Distinct Filter displays up to 1000 filtered rows.
- A filtered column displays a blue colored icon .
- Empty values are displayed as NULL (for Oracle database).
- The filter engine also differentiates between spaces in the string. For example, the value
“Red Sheath” (one space between the words), and the value “Red Sheath” (two spaces
between the words), though the value is the same, the filter displays it as two different
values.
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4.11 COMPLEX FILTER

1. To use the complex filter click in the top right corner of the grid.
2. The Complex Filter performs advanced filtering of data from multiple columns simultaneously in
the EDE View. The Complex Filter allows you to generate filters in stages, where each criteria can
be built on a subsequent row of the previous criteria.

3. The complex filter contains the following:

 A drop down of all the column headers in the current EDE View.
 Operators: arithmetic, comparison, and reference.
 A blank value field, for a manual input of value.
 A logical operator, which creates a relation between two or more filters. It can be either AND
or OR.

Notes:
- When running the filter the software applies all the AND logical operators first and then the OR
logical operators are applied to the result.
- The complex filter is saved along with your EDE so that the next time you open your EDE the filter
is applied automatically, you see only what you want to see. The filter can be edited again and
again as your requirements change, or deleted so that all of the results returned by the EDE are
displayed. Each time you apply the filter the grid updates the results almost instantaneously.
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4. In the example shown above, this complex filter is used to filter Tag Number that contain PST or
LST and have Location PCS or LCP.
5. Once you click the Filter button, the filtered data is displayed in the main window, and the Filter
button changes its color to blue .
6. Clear Filter - clears all the filter values.
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4.12 WORKING WITH COLUMNS

Below are some ways you can work with the columns in the EDE view.

4.12.1 Grouping Columns

To group your data by a specific attribute, drag the column header to the Group by area where it says "Drag a
column header and drop it here to group by that column".

You can group more than one attribute, by dragging another column header to the Grouped By area.

The order in which you apply the groupings changes the filtered results.

The filtered results are additive. This means that each additional column header you add will be based on the
current filter.

To clear all Grouping, click the button under the EDE Actions toolbar.
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4.12.2 Re-arrange Columns

You can re-arrange the columns in the Grid by dragging a column header to the right or left and drop it in the
new location.

4.12.3 Freeze Columns

To keep information from scrolling off the screen when moving through the grid, you can freeze one or more
columns to keep them in place. Hover the mouse cursor over the line dividing between the EDE
Explorer and the left side of the grid, and drag the separator at the edge of the window to the right.
You can drag it either over one column or over a few columns.

However if you have sorting by grouping columns, then the separator will be slightly away from the EDE
Explorer.
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4.12.4 Adding Columns

1. From the Attribute Explorer in the EDE Actions tab:

2. Drag the attribute to the grid and place it where you want.

Tip: A floating box displays the attribute name and the relative column number of the attribute depending
on the position of the cursor.

3. Or double-click the attribute to add after the last column in the EDE view.

Notes:

- An alert message will appear when you re-open the view with added columns, stating it is
now inconsistent with the original template.
- Added columns can only be removed using Edit EDE Definition or Regenerate from Template
button.
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4.12.5 Removing Columns

There are 2 ways of removing any added columns.

Method 1: Edit EDE Definition

1. From the EDE Actions Explorer, click Edit EDE Definition.

2. Under Definition tab, click on the arrow for the Item Type to show the attribute list.
3. Then click on to remove the attribute from the EDE query.
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4. From the bottom left corner, click Save Query

5. After saving your query, click on next to the Definition tab to exit EDE Definition.

Notes:
- This is not the original definition that was used to generate the query but a duplicate created
for you to make changes to.

- You will be prompt with a message should you accidentally exit the EDE Definition without
saving your work.
- To understand more on EDE query, please refer to the training document on Query Builder.
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Method 2: Regenerate from Template

1. From the EDE Actions Explorer, click Regenerate from Template.

2. Click Yes and this will remove all added columns as well as all changes made to the EDE View.

4.13 MANIPULATING DATA

EDE views are displayed in grid format, and the data is presented in a column layout. You can copy
and paste information between cells in the same EDE view or between different EDE views.

1. Select the cell you want to copy.

2. Right-click on the selected cell and from the shortcut menu, click Copy.
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3. A dashed border around the copied cell indicate the data has been copied and ready for pasting.

Notes:
- The copied information will be cleared (and so will the copy – dash indication) from the
clipboard and not pasted, in these cases:

 When the destination cell is in Edit mode (double-clicking on the cell).

 When one or more of these changes are made to the EDE layout:
o Edit of the EDE definition.
o Column addition.
o Column re-order.
o Splitting screen.
o Applying a filter.
o Sorting

4. Move your cursor to the cell you want as the destination for the pasted data.
5. Right-click on the cell, and from the shortcut menu, click Paste.

Tip: Using the standard CTRL + C and CTRL + V keyboard shortcuts to copy and paste your data will
also work.
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Notes:
- You cannot copy data outside of EDE View (for example Microsoft Words or Excel) and paste
into the cells in EDE View.
- You cannot paste a value when the destination cell is in Edit mode (double-clicking on the
cell).
- You cannot paste a value from a cell whose properties have a dependency on another
property. For example, if a panel model in a particular cell is related to manufacturer
Honeywell, it can only be pasted into another panel model cell for which the related
manufacturer is also Honeywell.
- You cannot paste a value from a cell where the values are from a select list to a cell that
cannot contain select list values. For example, a value copied from a select list of instrument
manufacturers cannot be pasted to a cell with a select list of model numbers. You can only
copy select list value to a cell with the same select list type or to a blank cell.

- The Copy and Paste controls are available to all items that are not of item type: Plant, Area,
Unit, Project, and Domain.

6. A orange border around the destination cell indicates that the copy/paste process is in progress.
A green border around the cell with the pasted data indicates that the copy/paste was successful.

7. A red border around the cell indicates that the copy/paste was not successful.
Placing the cursor over the red border cell will displays a notification explaining why it fails.
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8. You can click on the Refresh button to remove all the color border around the cells.

9. Using the copy/paste method, you can select multiple destinations by holding down the SHIFT or
CTRL key.

10. You can also paste any copied data to other cells on another EDE view.
To switch between EDE views, simply click on the EDE tabs.
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4.14 COMPARE EDE VIEW REPORTS

Use this procedure to compare two EDE reports, or two revisions of the same EDE report. To open the
Report Comparison Wizard and create a comparison between two EDE reports do the following.

1. From the EDE Explorer, open the required EDE view.

2. Click the EDE Actions tab, and on the EDE Actions toolbar click Print Report .

3. At the prompt: Do you want to preview reports before printing? click Yes

Note: When printing a report from an EDE view, the software displays the column header name
based on the attribute name. If the following characters are part of the column header {'!', '>', '<',
' ' ', '~', '&'}, the software automatically replaces them with a blank space. For example: a column
header named: Instrument&Name is displayed in the report as Instrument Name.

4. On the Report bottom toolbar, click Compare to open the Report Comparison wizard.
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5. On the Welcome page of the Report Comparison wizard click Next.

6. On the EDE Type page, select the EDE Type of the EDE view you want to use for the comparison.

Note: Only EDE Types that have report revisions which include at least one field in common with
the current report are listed.
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7. On the View Name page, select the EDE view that you want to use for the comparison, and click
Next.

Note: Only EDE views that have report revisions that include at least one field in common with the
current report are listed.

8. On the Revision Number page, select the revision number you want to use for the comparison.

Notes:
- Only revisions that include at least one field in common with the current report are listed.
- If you select a non-archived report, you can only select the Audit trail changes report option
for the Comparison Output. No other options are available.
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9. On the Summary page, review the details that you selected. You can go back and modify your
selections.

10. Select the Comparison Output that you want to see. You can select one of the following:
 Mark changes - (default) displays all of the data with the differences between the two reports
highlighted.
 Delta report - lists only the data that is different between the two revisions.
 Audit trail changes report - In addition to the Delta Report, this option includes a list of all
changes to the items in the current report between the times of the two reports. For
example, if the current report lists information about Instruments and Loops, and the time
between the generation of the two reports is two hours, all changes that were made to the
Instruments and Loops listed in the report during those two hours are listed.

Notes:
- Changes to properties that are not included in the report are shown in the audit trail with
yellow highlighting.

- If you select Audit trail changes report, even though the reports may look identical, you will
not be notified that they are identical if changes have been made to item properties that do
not appear in the reports.
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- The Audit trail changes report displays a date and time stamp defined by the database the
software is connected to, and not by the operating system’s date and time.

11. Click Finish to run the comparison.

12. Click Yes to preview the report.

13. Above is the report for this example.

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5.0 EDE ACCESS RIGHTS

Working in the Engineering Data Editor is subject to access rights given to a user. All access rights are set in
the Administration module.

There are two levels of access rights:

 Access rights to a specific module — If a user has no access rights to edit data in a particular module,
this user cannot edit the data in the relevant EDE View.

 Access rights to the Engineering Data Editor — These rights provide privileges to users as follows:
o Full — Ability to generate EDE Views, duplicate and modify EDE views and Explorer Layout.
o Modify — Ability to edit or duplicate an EDE view and View type, but not delete.
o View only — Open and view an EDE view. Create a private EDE view.
o Access denied — All the Engineering Data Editor actions are disabled and access to the EDE is
denied.
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Due to limitations within the software there are certain circumstances when the EDE access rights do not act
as expected, these are listed below:

If you have multiple plants in a domain and at least one of those plants access rights are set to View only, but
the plants units are set to Full Access then when you login to the plant the following happens:
 After login to a plant with restricted access rights the New, Duplicate, and Delete functionality within
the EDE are disabled across all plants.
 After login to a plant with full access rights then the New, Duplicate, and Delete functionality within
the EDE, function according to the plant access rights of the EDE items. If the selected item is in a
plant with full access then the functionality is available. If the selected item is from a plant with
restricted access then the functionality is not available.

If one of the units of a plant is View only, but at the plant level access rights are set to Full then the following
happens:
 Login to view only unit of the plant that has full access rights, then the New, Duplicate, and Delete
functionality within the EDE are disabled across all plants.
 Login to the same plant but to a unit that has full access rights instead of the unit with restricted
rights, then the New, Duplicate, and Delete functionality within the EDE are enabled for items that
are located in units that have full access.
 Login to a different plant that has full access rights, then the New, Duplicate, and Delete functionality
within the EDE are enabled for items that are located in units that have full access across all the
plants.