# Introduction

The **PIDDM2URS Converter** tool converts **PID DataManager** attribute permissions, views, and renamed attributes into the formats required by **UniversalReporter**.

This manual describes how to use the CAXperts **PIDDM2URS Converter** and helps you to locate the important paths and files for both applications.

> The CAXperts **PIDDM2URS Converter** tool will not work if there are no **PID DataManager** files to convert. However, it can still be used even if **UniversalReporterSuite** or **ApplicationReporter** have not yet been installed.

## User manual

## Attribute permissions

The attribute permissions defined in **PID DataManager** can be reused in **UniversalReporterSuite** or **ApplicationReporter** after they have been converted by this tool.

<img src="./media/PIDDM2URS Converter_image7.png" width="573" height="225">

[PIDDM Attribute PermissionsDatabase]{.ul}

The path of the source-file (PID DataManager Attribute Permissions) is
in a subfolder of the SmartPlant P&ID site (parallel to
*"smartplantv4.ini")*

*E.g.:
\\\\\[Server\]\\CAD\\SPPID\\SPPID2009\\Site1\\**PIDDataManager**\\\[Plantname\].mdb*

[URS Attribute Permissions Database]{.ul}

The path of the destination-file
(UniversalReporterSuite/ApplicationReporter) is by default in the
"ApplicationData" of your local computer as default:

E.g.: *C:\\Documents and Settings\\\[Username\]\\Application
Data\\CAXperts\\UniversalReporter\\*

You can find the path in UniversalReporter by selecting
ToolsSettings...PID settingsAttribute permissions directory:

<img src="./media/PIDDM2URS Converter_image8.png" width="731" height="597">

Copy this path into the destination text box of **PIDDM2URS Converter**.

If **UniversalReporterSuite** or **ApplicationReporter** has not been installed, it is still possible to create a new file that can be used later by **UniversalReporter**. In this case, the path must be entered manually in the text box.

The data conversion starts after clicking **OK**.

As a result, the attribute-permissions `.mdb` file, `[PlantName].mdb`, is converted to:

`Pid_[PlantName]_Priv.mdb`

## Views

In both applications, PID DataManager and UniversalReporter/Application Reporter, it is possible to save different views for each plant. In order to use PID DataManager views in URS, they must be converted from the original `.ini` files to `.cvf` files.

In PID DataManager, multiple saved views are stored in the same `.ini` file. In URS, each view is stored in a separate `.cvf` file.

As a result of the conversion, a single PID DataManager `.ini` file may produce multiple `.cvf` files for URS.

<img src="./media/PIDDM2URS Converter_image9.png" width="573" height="225">

[PID DataManager View files (ini file)]{.ul}

PID DataManager allows to work with either local ini file or central ini
files. Local ini files are stored locally in the "ApplicationData"
folder of the user.

E.g.: *C:\\Documents and Settings\\\[Username\]\\Application
Data\\CAXperts\\PID DataManager\\\[Plantname\].ini*

You can find this folder in PID DataManager by selecting
ToolsSettings...Central Configuration (Optional)Open the local setting
file folder.

If central ini files are used in PID DataManager they can be found in
the "Folder of the central setting files" menu of the same window.

<img src="./media/PIDDM2URS Converter_image10.png" width="472" height="563">

### UniversalReporter view files

The destination folder does not have a default location, although it is recommended that a central location is selected where other **UniversalReporterSuite** or **ApplicationReporter** views are saved.

After clicking **OK**, the converter creates the view files in the specified destination folder. As described above, multiple `.cvf` files may be created from the same `.ini` file, depending on how many saved views were created in PID DataManager.

> The resulting `.cvf` files can be opened by using the **Open view** function in URS. It is also possible to open multiple views at the same time.

## Glossary (Renamed attributes)

If attributes have been renamed in PID DataManager by using **Tools > Rename Attributes**, these can be converted for use in the **UniversalReporter** glossary.

While PID DataManager can handle only one set of renamed attributes, URS can be configured with more than one set of renamed values, for example for different languages.

<img src="./media/PIDDM2URS Converter_image11.png" width="573" height="225">

[PIDDM Datafile (ini file)]{.ul}

These settings are saved in the same file as the views in PID
DataManager (in the *\[Plant name\].ini* file).

E.g.: *C:\\Documents and Settings\\\[Username\]\\Application
Data\\CAXperts\\PID DataManager\\\[Plantname\].ini*

This folder can be found in PID DataManager by selecting
ToolsSettings...Central Configuration (Optional)Open the local setting
file folder:

<img src="./media/PIDDM2URS Converter_image10.png" width="472" height="563">

[PIDDM Mdb file]{.ul}

For the conversion of the renamed attributes it is necessary to have
access to a PID DataManager mdb file (Data extracted from SPPID). This
can can be done by extracting data from a plant and then creating an
access database in PID DataManager with FileSave Plant to Access File.

[URS Database]{.ul}

In the UniversalReporterSuite, it is possible to save more than one
glossary for a plant. This data is saved in the *Glossary.mdb* by
default. The path of this access database is defaulted in to the same
folder as the Attributes Permissions.

E.g.: *C:\\Documents and Settings\\\[Username\]\\Application
Data\\CAXperts\\UniversalReporter\\Glossary.mdb*

It is possible to find this file in the Settings of
UniversalReporterSuite/ApplicationReporter under the general tab, or if
the general settings are not utilized, under the PID settings tab.

If the UniversalReporterSuite has not been installed, the file can still
be created. In this case, enter a new file name into the textbox of the
URS Database and the glossary will be created after clicking OK.

## Report Template files

Report templates are not updated automatically, but they can be updated manually by using the following instructions. It is recommended that the templates are saved before they are upgraded.

To update a template file, open it in Microsoft Excel and replace the following characters in the order listed below by using **Find/Replace**.

<img src="./media/PIDDM2URS Converter_image12.jpg" width="449" height="189">

The above will change `#Piperun::Fluid Code::operfluidcode#` to `#Piperun_operfluidcode#`.

It may then be necessary to remove any `_` at the beginning of a column name. This corrects special attributes such as `To`, which may have been changed by the first replacement to `#_To#` and then need to be changed to `#To#`. In most cases, this second replacement is not required.

<img src="./media/PIDDM2URS Converter_image13.jpg" width="449" height="189">

Afterwards, save and close the document.