This option brings up a series of dialogs which lets the user import data from a AutoPLANT database:

Accessed from:

• Manage Ribbon

Preliminary Setup

In order for the attributes to carry over from the Plant database, you must use the System Options Symbol Text function in Bentley Substation to select the attributes you plan to use. Select the Shared Value Over SubIDs check box for each attribute that you plan to use. You only need to do this once.

Welcome

The Welcome dialog is the first page in the Plant Exchange wizard.

Plant Project Database

The Plant Project Database dialog enables you to select a Plant project from which to import data.

Setting

Description

Open a Plant Project

Displays the Open Project dialog, listing any Plant projects that the software has found on your system. You can filter the listed projects by unit type by making a selection in the Projects of Units Type field. There are also buttons at the top of the dialog for selecting a different project folder and changing the way the projects are displayed. Click on the desired project and select OK to continue.

Device Mapping

The Device Mapping dialog enables you define how the data fields from the Plant database will correspond to Bentley Substation attributes and also how IDs will be handled.

Setting	Description
Device Type	Select the first Plant data type for which you wish to do mapping.
Use Temporary ID	Select the Use Temporary ID check box if you wish the IDs that the items receive in the BOM Explorer to be considered temporary IDs. A temporary ID is only used in the BOM Explorer; when you place the item in a drawing, Bentley Substation will assign a new ID based on the project settings. If you do not select this check box, the ID that is imported to the BOM Explorer will also be used in the drawing. The Plant tag may be mapped to a Bentley Substation symbol attribute. This will allow symbols and reports to show both the Bentley Substation and Plant tags.
Plant Field	Use the drop-down list to select the name of the first Plant data field that you wish to map. You can also enter text inside quotes in the Plant Field column. This text string will then be mapped to the selected Bentley Substation Attribute.
Bentley Substation Attributes	Select the name of the desired symbol attribute from the drop-down list. Note: You should always map the KEYTAG plant field to the UniqueID Bentley Substation attribute. This value maintains the link between items in the Plant database and items in the Bentley Substation project and allows data to be exported back to the Plant database.
Delete	Deletes the selected row.
Delete All	Deletes all rows from the mapping list.
Save Mapping	Saves your mapping for future work sessions.
Device Tag Format	Defines a format for the IDs that will be assigned to the imported items in the BOM Explorer. To do this, select from the Plant field tags that are listed in the PlantTagFields list. When you double-click on one of these tags, it will appear in the Device Tag Format field. You must also select a delimiter character from the Delimiters list to separate selected tags. Note: You must make an entry in the Device Tag Format field in order for the software to operate properly. Remember you can use the temporary ID option and change the ID later when the symbol is placed.

Import

The Import dialog summarizes the data types you have selected and indicates how many records will be imported.

Finish

The Finish dialog indicates that the data exchange has finished.

Use Import Data

• BOM Explorer - The imported data can be viewed in the BOM Explorer.

  You will need to assign a part number from the Bentley Substation parts database to each imported item so that the software will know what symbol to use when you place the item in a drawing.

  If you do not yet know the final part numbers that will be used, you can create generic parts records that consist of a descriptive part number such as 50HP-MOTOR and information on the correct symbols to use for this part. You can assign the generic part number initially and change it later when the true part number is known. You can also add or change attributes on the imported items in the BOM Explorer (right-click on the ID and select Attribute from the menu), or you can do this when you place the symbol.

  You can also add or change attributes on the imported items in the BOM Explorer (right-click on the ID and select Attribute from the menu), or you can do this when you place the symbol.

• Insert Symbol by Device ID - To place the imported items in a drawing, use the Design > Insert Symbol By Device ID function. A list of un-placed device IDs will appear from which you can select items and place them in a drawing. When placing the symbol, you can change the prompted device ID and symbol attributes.