66346697 smart plant enterprise install checklist

7/22/2019 66346697 Smart Plant Enterprise Install Checklist

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Unless otherwise specified, the topics listed in theAddition al Resourcescolumn can be found in the Full Text Retrieval (FTR) Installation and Configuration Guide.

Set Up the FTR Index Server

Task Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

1.0 FTR Install Operating SystemInstalling and Configuri ng FTR

with SmartPlant Foundation

1.1

Windows

2000 Server

or AdvancedServer

Install Microsoft Windows 2000 Server or Advanced

Server Service Pack 4

If you are using Microsoft Windows 2003 Server Service Pack 1, go

to step 1.2.

1.2Windows

2003 Server

Install Microsoft Windows 2003 Server Service Pack

1.

2.0 FTR Install Prerequisite Software

2.1 Oracle Install Oracle Client 10g R2 (10.2.0.1)

2.2 MDAC Install MDAC 2.8.1MDAC is delivered on Disc 1 of the SmartPlant Enterprise 2007 DVD

set. Click Prerequisite Software.

2.3 MSXML Install MSXML 4.0 SP2MSXML is delivered on Disc 1 of the SmartPlant Enterprise 2007

DVD set. Click Prerequisite Software.

2.4Adobe

ReaderInstall Adobe Reader 7.0.

Adobe Reader is delivered on Disc 1 of the SmartPlant Enterprise

2007 DVD set. ClickAdob e Reader Instal lati on.

3.0 Oracle Install Oracle Client on the FTR Main Host

Before you can configure the FTR Main Host to fetch tasks for

indexing from the SmartPlant Foundation data database, you must

install Oracle Client on the FTR Main Host. See the Oracle

documentation for more information.

4.0Set up database access by creating an

Oracle DSN

The FTR Index Server uses ODBC connections to connect to the

SmartPlant Foundation data database. If the FTR Index Server is

installed on the SmartPlant Foundation server, you do not need to

define a separate DSN Name for the FTR Index server. If the FTR

Full Text Retrieval (FTR)I n s t a l la t i o n & Co n f i g u r a t i o n Ch e c k l i s t

Software Versions: 2007 (3.5)

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Set Up the FTR Index Server


5.0 FTRInstal l FTR Run Time (RT) on the FTR Main

Host

FTR RT must be installed before SmartPlant Foundation

is installed.Installing and Configuri ng FTR


5.1 FTR/SPFUninstall both FTR RT and SmartPlant Foundation (if

already installed).

When you remove previous versions of FTR, you will be prompted to

restart your computer. You should restart your computer before

continuing.

5.2 Configure the SPF vaults on the FTR Main Host.

The SmartPlant Foundation Vaults are called FTR Hosts. Because

all files residing in these FTR hosts are indexed locally on their

respective computers, the FTR Main Host should know the names of

all SmartPlant Foundation Vault hosts.

5.3Insert Disc 1 of the SmartPlant Enterprise 2007 DVD

set.

5.4Click Information Management Softwarein the

SmartPlant Enterprise Installationwindow to

access the FTR Installation.

5.5 Choose a Typical installation.

5.6 Finish installation steps and restart your computer. Reinstall SmartPlant Foundation after you restart your computer.

5.7 SPF Install or reinstall SmartPlant Foundation.See the SmartPlant Foundation

Installation and Setup Guide.

6.0 SPF/FTRInstall the FTR Index Server on the FTR

Main Host

You must have the FTR RT software installed on the Main

Host before you can install the FTR Index Server

software. See step 5.0 above for instructions.

Installing and Configuri ng FTR


6.1

Insert Disc 1 of the SmartPlant Enterprise 2007 DVD

set.

6.2

ClickInformation Management Softwarein the

SmartPlant Enterprise Installationwindow to

access the SmartPlant Foundation Installation.

6.3Choose a Custominstallation, and select FTR Index

Serverfrom the list of components.

The SmartPlant Foundation installation stops IIS services when you

click Next. The software restarts these services after SmartPlant

Foundation installation is complete. Be sure that these services have

started successfully before using the SmartPlant Fou

6.4 Finish installation steps.

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Install and Configure FTR Run Time (RT) on all SPF Vaults


7.0 FTRInstall and conf igure FTR RT on all SPF

vaults

All files are indexed on their respective SmartPlant

Foundation vaults. The vaults are called FTR Hosts.

Because all files residing in these FTR hosts are indexed

locally on their respective computers, the FTR Main Host

should know the names of all SmartP

Installing and Configuri ng FTR


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22.7 PDS Modify the envar.txt file in the project folder to point to the correct reference data foryour project

22.8 PDS In PARNU, create the prj_project schemaIn the Project Environmentdialog box, click Database > Create > Create Schema. Replace

project with your project name. See Task 21.9for details on using the Create Schema form.

22.9 PDS Specify the location of the HVAC project file

Click Start > All Prog rams > HVAC Modeling > PEHVAC Configure. In the HVAC_PROJ_PATH

field, enter the folder containing the HVAC project file, as defined in step. In the

HVAC_PROJ_NODEfield, enter the name of the file server.

22.10 PDS Specify the location of the HVAC control fileClick Start > All Prog rams > HVAC Modeling > PEHVAC Configure. In the PEHVAC Control File

field, specify the location of the peh.cmd file.

22.11 PDS Create the hrf_project schemaIn theProject Environment dialog box, click Database > Create > Create Schema. Replace

project with your project name. See Task 21.9 for details on using the Create Schema form.

22.12 PDS Load the PE-HVAC tables to the databaseIn the Project Environmentdialog box, clickAppl icat ions > PE_HVAC and select your project. On

the Reference Databases form, select Load,and enter envar.txtin the Filenamefield.

22.13 PDS Create a PE-HVAC design fileIn the Project Environmentdialog box, select PE-HVAC. In the Create Design Filedialog box,

specify the settings for your design file.

22.14 PDS Set the units for the design file

In the Project Environmentdialog box, select PE-HVAC > Enter Design File. Select a design file

and click OK.In the graphical environment, click Settings > Design File . Change the MU:SU:PUsettings to match the settings of the PDS project (1:12:2032 for English projects or 1:1000:80 for

metric projects).

Task

NumberUser Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

23.0 PDS Configure PDS for an integrated environmentFor guidelines about integrating PDS, see theSmartPlant Enterprise Installation &

Setup of SmartPlant Foundation (SPF) checklist.

on gure ant esgn

System (PDS) for an

Integrated Environment

Working in an Integrated Environment

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Unless otherwise specified, the topics listed in theAddition al Resourcescolumn can be found in the SmartPlant 3D Installation Guide .

Installation and Configuration Flowchart (SP3D Flowchart)

Set Up the SmartPlant 3D Database Server:

Task

NumberUser Tool Step Description Comments/ Problems / Workarounds Documentation Link TR / CR Setup Notes

Software Versions: 2007

(7.0)

SmartPlant EnterpriseI n s t a l la t i o n & S e t u p o f Sm a r t P la n t 3 D ( S P3 D )

2.7 SP3DAs a Local Administrator, log into Oracle and run the

SP3DRoles.sql, SP3DUser.sql, and

SP3DProjectAdministrator.sql scripts

2.8 SP3D Intall the Oracle MTS Recovery Service

2.9 SP3D Create the Oracle Streams Tablespace

2.10 SP3D Create the Oracle Streams Administrator

3.0 SP3DConfigure the SmartPlant 3D Database Server for

MSSQL Server 2005

If you are using Oracle 10gR2 as your database software

and have completed Task Number 2.0, skip this section

and go to Task Number 4.0.

3.1 SP3DInstall and configure MSSQL Server 2005 SP1on the

database server

If you are using SmartPlant 3D in a stand-along environment, installSQL Server 2005 Standard edition. If you are using SmartPlant 3D

in a Global Workshare Envornment, install SQL Server 2005

Enterprise edition. Microsoft SQL Server 2005 requires XML 6.

3.2 SP3D Verify automatic startup of MSSQL Server 2005services.

3.3 SP3DRegister the database server in the Enterprise Manager

console

3.4 SP3D Assign system administrator privileges+R[22]C

4.0 SP3DInstall Prerequisite Software on SmartPlant 3D

Database Server

4.1 SP3D MDAC 2.8 SP1 (2.8.1)

Installed during Windows 2003 setup. For Windows 2000 Server

installations, available on the SmartPlant Enterprise DVD under

Prerequisite Software.

4.2 SP3D MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.3 SP3D MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.4 SP3D Internet Explorer 6.0 Service Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.5 SP3D Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

4.6 SP3D Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

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Task



(7.0)


5.0 SP3DInstall Oracle Client Software on the SmartPlant

3D Workstation

5.1 SP3DInstall the Oracle Client software on the SmartPlant 3D

workstation

If you are using MSSQL Server 2005as your database software,

skip this section and go to Task Number 6.0. Do not use Oracle

"light client" as it does not include some of the DLLs required by

SmartPlant 3D.

5.2 SP3D Configure the Oracle Client

5.3 SP3D Verify startup of the Oracle Client Services

6.0 SP3DInstall MSSQL Server 2005 Client Software on the

SmartPlant 3D Workstation

If you are using Oracle 10gR2 as your database software,

skip this section and have completedTask Number 5.0, go

to Task Number 7.0.

6.1 SP3D Install Microsoft SQL Server 2005 Client Tools

Microsoft SQL Server 2005 requires XML 6.0 and will automatically

install it as part of the SQL Server 2005 Prerequisite installation.

However, the SmartPlant 3D Drawings and Reports task requires

XML 4.0 Service Pack 2. Make sure you have both versions o

7.0 SP3DInstall Prerequisite Software on the SmartPlant 3D

Workstation

7.1 SP3D MDAC 2.8 SP1 (2.8.1)


installations, available on the SmartPlant Enterprise DVD underPrerequisite Software.

7.2 SP3D MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.3 SP3D MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.4 SP3D Internet Explorer 6.0 Service Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.5 SP3D Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

7.6 SP3D Excel 2003 Excel is required for reports generation.

7.7 SP3D Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

Set Up the SmartPlant 3D Workstation Computer:

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Task



(7.0)


8.0 SP3D Install SmartPlant 3D Client Software

8.1 SP3D Install SmartPlant 3D Reference Data Delivered on SmartPlant Enterprise DVD.

8.2 SP3D Install the SmartPlant 3D Client software Delivered on SmartPlant Enterprise DVD.

8.3 SP3D Configure Network Shares

8.4 SP3D Configure for Large Model Drawing Generation

8.5 SP3D Register Solid Edge Version 18 .DLL File

8.6 SP3D Configure for an Integrated Environment

9.0 SP3D Install and Configure the Name Generator Service

10.0 SP3D Install SmartPlant 3D PDS Project Translators Delivered on SmartPlant Enterprise DVD.

11.0 SP3D Integrate with SmartPlant P&ID

12.0 SP3D Install PDS Export Tools

Delivered on the Installation CD under Prerequisite

Software.

13.0 SP3D Install PDS Data AccessDelivered on the Installation CD under Prerequisite

Software.

14.0 SP3D Install Programming Resources

Not available on CD AutoPlay. Navigate to the

ProgrammingResourcesfolder under the SmartPlant 3D

folder on the Installation CD. Double-click the

ProgrammingResources.msi file.

14.1 SP3D Install the SmartPlant 3D Command Wizard Delivered as part of the Programming Resources setup.

14.2 SP3D Insta ll the Smar tP lant 3D Symbol/Part Def ini tion Wizard Del ivered as part o f the Programming Resources setup.

15.0 SP3DInstall Piping Specification Remote Access

Server.Delivered as part of SmartPlant 3D setup

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Unless otherwise specified, the topics listed in theAddition al Resourcescolumn can be found in the SmartPlant 3D Installation Guide .Installation and Configuration Flowchart (SP3D Flowchart)


Task



(7.0)


15.1 SP3DConfigure the Piping Specification Remote Access Server

Service

15.2 SP3D Register the Site Database for P&ID Access

Create the SmartPlant 3D Databases:

16.0 SP3D Create the Site, Catalog, and Schema Databases

16.1 SP3DCreate the Site, Catalog, and Schema Databases for SQL

ServerIf you are using Oracle databases, go to Task 16.2.

16.2 SP3D Create the Site, Catalog, and Schema Databases for OracleIf you are using SQL Server databases and have completed Task16.1, go to Task 17.2.

17.0 SP3D Create the Model and Reports Databases

17.1 SP3D Create the Model and Reports Databases for SQL Server If you are using Oracle databases, got to Task 17.2

17.2 SP3D Create the Model and Reports Databases for OracleIf you are using SQL Server databases and have completed Task

17.1, go to Task 17.3

17.3 SP3DAssign Access Permissions to all of the SmartPlant 3D

databases

Configure the Interference Detection Server

17.0 SP3D Set Up Server-Based Interf erence Checking

17.1 SP3D Install Databases Interference Detection Service

17.2 SP3D Create IFC Permission Group Folder and Permission Group


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Set Up the SmartPlant 3D Database Server:Task



(7.0)


18.0 SP3D Configure the SmartPlant 3D Integration Plant

For guidelines about integrating SmartPlant 3D, see the

SmartPlant Enterprise Installation & Setup of

Foundation (SPF) checklist.

Configure SmartPlant 3D for

an Integrated Environment

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Unless otherwise specified, the topics listed in the Additional Resources column can be found in theSmartPlant Electrical Installation Guide .

Set Up the SmartPlant Electrical Database ServerTask


Software Versions: 2007(4.0)

SmartPlant EnterpriseI n s t a l l a t i o n & Se t u p o f Sm a r t P l a n t E le c t r i c a l ( SP EL )

8.2 SPEL Install the SmartPlant Electrical Client software Delivered on SmartPlant Enterprise DVD.

8.3 SPEL Install and Configure the Name Generator Service

8.4 SPEL Insta ll SmartPlant Electr ical PDS Project Transla tors Del ivered on Smar tP lant Enterpr ise DVD.

8.5 SPEL Install PDS Export Tools Delivered on the Installation CD under Prerequisite Software.

8.6 SPEL Install PDS Data Access Delivered on the Installation CD under Prerequisite Software.

8.7 SPEL Install Programming Resources


ProgrammingResources folder under the SmartPlant Electrical folder

on the Installation CD. Double-click the ProgrammingResources.msi

file.

8 .8 SPEL Insta ll the Smar tP lant Electr ical Command Wizard Del ivered as part o f the Programming Resources setup.

8.9 SPEL Install the SmartPlant Electrical Symbol/Part DefinitionWizard

Delivered as part of the Programming Resources setup.

Create the SmartPlant Electrical Databases9.0 SPEL Create the Site Server, Plant Structure

9.1 SPEL Create the Site schema

9..2 SPEL Create the Plant schema

9.3 SPEL Assign Access Permissions

Configure the Interference Detection Server10.0 SPEL Set Up Server-Based Interference Checking

10.1 SPEL Install Databases Interference Detection Service

10.2 SPELCreate IFC Permission Group Folder and Permission

Group

11.0 SPELConfigure the SmartPlant Electrical

Integration Plant

For guidelines about integrating SmartPlant Electrical, see

the SmartPlant Enterprise Installation & Setup of


Configure SmartPlant

Electrical for an Integrated

Environment


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Unless otherwise specified, the topics listed in the Additional Resources column can be found in theSmartPlant Engineering Manager Installation Guide.

Set Up the SmartPlant Engineering Manager Database ServerTask



(5.0)

SmartPlant EnterpriseI n s t a l la t i o n & Se t u p o f Sm a r t P la n t En g i n e e r i n g M a n a g e r ( SP EM )

8.0 SPEMInstall SmartPlant Engineering Manager

Client Software

8.1 SPEMInstall SmartPlant Engineering Manager Reference

DataDelivered on SmartPlant Enterprise DVD.

8.2 SPEMInstall the SmartPlant Engineering Manager Client

softwareDelivered on SmartPlant Enterprise DVD.

8.3 SPEM Install and Configure the Name Generator Service

8.4 SPEMInstall SmartPlant Engineering Manager PDS Project

TranslatorsDelivered on SmartPlant Enterprise DVD.

8.6 SPEM Install PDS Export Tools Delivered on the Installation CD under Prerequisite Software.

8.7 SPEM Install PDS Data Access Delivered on the Installation CD under Prerequisite Software.

8.8 SPEM Install Programming Resources

o availa le on u o lay. aviga e o e

ProgrammingResources folder under the SmartPlant Engineering

l ll i l - li

8.8.1 SPEM

Install the SmartPlant Engineering Manager

Command Wizard Delivered as part of the Programming Resources setup.

8.8.2 SPEMInstall the SmartPlant Engineering Manager

Symbol/Part Definition WizardDelivered as part of the Programming Resources setup.

Create the SmartPlant Engineering Manager Databases9.0 SPEM Create the Site Server, Plant Structure

9.1 SPEM Create the Site schema

9.2 SPEM Create the Plant schema

9.3 SPEM Assign Access Permissions

Configure the Interference Detection Server10.0 SPEM Set Up Server-Based Interference Checking

10.1 SPEM Install Databases Interference Detection Service

10.2 SPEMCreate IFC Permission Group Folder and Permission

Group

11.0 SPEMConfigure the SmartPlant Engineering

Manager Integration Plant

For guidelines about integrating SmartPlant EngineeringManager, see the SmartPlant Enterprise Installation &

Setup of Foundation (SPF)checklist.

Configure SmartPlantEngineering Manager for an



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31.1 SPEM Associate P&ID


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31.2 SPEMRegister the SmartPlant Electrical plant with

SmartPlant Foundation

31.3 SPEMRetrieve Plant Breakdown Structure from SmartPlant

Foundation

32.0 SPI Configure SmartPlant Instrum entation foran Integrated Environment

Before proceeding with the following sections, use the

SmartPlant Instrum entation Installation Checklisttoverify that the SmartPlant Instrumentation software is

properly installed on the server and workstation computers.

32.0.1 SPIInstall Prerequisite SmartPlant Integration

Software

32.1 SPI Install SmartPlant Schema Component software

32.2 SPI Install SmartPlant Client software

330.0 SPI

Configure the SmartPlant Instrumentation

Integration Plant

33.1 SPI Register the plant with SmartPlant Foundation

33.2 SPIRetrieve Plant Breakdown Structure from SmartPlant

Foundation

33.3 SPI Run To Do list

33.4 SPI Copy intools.ini to each machine

34.0 SPPIDConfigure SmartPlant P&ID for an


Before proceeding with the following sections, use theSmartPlant P&ID Installation Checklistto verify that the

SmartPlant Instrumentation software is properly installed on

the server and workstation computers.

34.0.1 SPPIDInstall Prerequisite SmartPlant Integration

Software

34.1 SPPID Install SmartPlant Schema Component software

34.2 SPPID Install SmartPlant Client software

35.0 SPEL Configure the SmartPlant P&ID Integration Plant


35.2 SPEM Register the plant with SmartPlant Foundation


Foundation

36.0 SPEMConfigure SmartPlant Engineering Manager

for an Integrated Environment

Before proceeding with the following sections, use the

SmartPlant Engineering Manager Installation Checklistto verify that the SmartPlant Enginerring Manager software

is properly installed on the server and workstation

computers.

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36.0.1 SPEMInstall Prerequisite SmartPlant Integration

Software

36.1 SPEM Install SmartPlant Schema Component software

36.2 SPEM Install SmartPlant Client software

37.0 SPELConfigure the SmartPlant Engineering Manager

Integration Plant


37.2 SPEMRegister the SmartPlant Engineering Manager plant



Foundation

38.0 PDSConfigure Plant Design System (PDS) for an


Before proceeding with the following sections, use thePlant

Design System (PDS) Installation Checklistto verify that

the PDS software is properly installed on the server andworkstation computers.

Plant Design System (PDS)

Installation and Configuration

Checklist

38.0.1 PDSInstall Prerequisite SmartPlant Integration

Software

38.1 PDS Install SmartPlant Schema Component software

38.2 PDS Install SmartPlant Client software

38.3 SPF

In PDS Loader, set up a database connection that

points to a specific folder where PDS data will be

exported

38.4 PDS

Use the Export to PDME command in the Project

Administrator (PD_Project) module of PDS to export

PDS data to the folder you specified in PDS Loader

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SmartPlant Enterprise


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Unless otherwise specified, the topics listed in the Additional Resources column can be found in theSmartPlant Instrumentation Installation Guide.

Set Up the SmartPlant Instrumentation Database Server

Task



(8.0)

I n s t a l l a t i o n & S e t u p o f Sm a r t P l an t I n s t r u m e n t a t i o n ( SP I )

3.3 SPIRegister the database server in the Enterprise

Manager console.

3.4 SPI Assign system administrator privileges.

4.0 SPIInstall Prerequisite Software on SmartPlant

Instrumentation Database Server

4.1 SPI MDAC 2.8 SP1 (2.8.1)




4.2 SPI MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.3 SPI MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.4 SPI Internet Explorer 6.0 Service Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.5 SPI Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

4.6 SPI Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

5.0 SPIInstall Oracle Client Software on the

SmartPlant Instrumentation Workstation

If you are using MSSQL Server 2005 as your database

software, skip this section and go to Task Number 6.0. Do

not use Oracle "light client" as it does not include some of

the DLLs required by SmartPlant Instrumentation.

5.1 SPI Configure the Oracle Client.

5.2 SPI Verify startup of the Oracle Client Services.

6.0 SPIInstall MSSQL Server 2005 Client Sof tware on th e


If you are using Oracle 10gR2 as your database software, skip this

section and have completed Task Number 5.0, go to Task Number

7.0.

6.1 SPI Install Microsoft SQL Server 2005 Client Tools

Microsoft SQL Server 2005 requires XML 6.0 and will automaticallyinstall it as part of the SQL Server 2005 Prerequisite installation.

However, the SmartPlant Instrumentation Drawings and Reports task

requires XML 4.0 Service Pack 2. Make sure you have both installed.

Set Up the SmartPlant Instrumentation Workstation Computer

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Task



(8.0)

I n s t a l l a t i o n & S e t u p o f Sm a r t P l an t I n s t r u m e n t a t i o n ( SP I )

7.0 SPIInstall Prerequisite Software on the


7.1 SPI MDAC 2.8 SP1 (2.8.1)




7.2 SPI MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.3 SPI MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.4 SPI Internet Explorer 6.0 Service Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.5 SPI Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

7.6 SPI Install Excel 2003Excel is required for reports generation. Must be installed prior to

SmartPlant Schema Component.

7.7 SPI Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

7.8 SPI SmartPlant Schema ComponentDelivered on SmartPlant Enterprise DVD. Must be installed prior to

SmartPlant Client.

7.9 SPI SmartPlant Client Delivered on SmartPlant Enterprise DVD.

8.0 SPIInstall SmartPlant Instrumentation Client

Software

8.1 SPI Install SmartPlant Instrumentat ion Reference Data. Delivered on SmartPlant Enterprise DVD.

8.2 SPI Insta ll the Smar tP lant Instrumentat ion Cl ient sof tware . Del ivered on Smar tP lant Enterprise DVD.

Create the SmartPlant Instrumentation Databases

9.0 SPI Create the Database, Domain and Plant

9.1 SPI Create the database in the DB Setup Utility

9.2 SPI Define and initialize the domain in Administration

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Task



(8.0)

SmartPlant EnterpriseI n s t a l l a t i o n & S e t u p o f Sm a r t P l an t I n s t r u m e n t a t i o n ( SP I )

9.3 SPI Update statistics and register items

10.0 SPIConfigure the SmartPlant Instrumentation

Integration Plant

For guidelines about integrating SmartPlant Instrumentation,

see the SmartPlant Enterprise Installation & Setup of


Configure SmartPlant

Instrumentation for an



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Unless otherwise specified, the topics listed in theAddition al Resourcescolumn can be found in the SmartPlant Lincense Manager User and Installation Guide.

Setting up the SPLM License Server

Task

NumberUser Tool Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

1.0 SPLMLoad the Operating System on SPLM License

Server.

Install server on a stable, single node, hardware

configuration (such as a simple PC), with a static IP

address, because license key inst allation and license

seat usage authentication depends on the information

gathered from the phys ical hardware. Any aut

1.1 SPLMInstall Windows 2003 Server SP1 on SPLM License

Server.

If you are using Windows 2000 Server software,

skip this section and go to Task Number 1.2.

1.2 SPLMInstall Windows 2000 Server SP4 on the SPLM License

Server

If you are using Windows 2003 Server software and have completed

Task Number 1.1, skip this section and go to Task Number 2.0.

2.0 SPLMInstall and Configure License Manager

Software on the License Server

All these tasks requires an account with administrator

privilege.

Installing Software from the

Web / Installing Software from

the Web

2.1 SPLM Install SmartPlant License Manager 2007 (9.0)Installing Software from the Web /

Installing Software from the Web

2.2 SPLM Add pdlice.exe in the Windows Firewall Exception ListThis only applies to Windows XP SP2 and Windows 2003 SP 1

systems.

Configuring Windows Firewall in

Windows XP SP 2 and

Windows 2003 SP 1 for SmartPlant

License Manager

2.3 SPLM Generate the Machine ID Do not attempt to generate the Machine ID more than once.Requesting a License Key for the

License Server

2.4 SPLMSend the Machine ID to Intergraph and request the

license key

Requesting a License Key for the

License Server

2.5 SPLM Install the license keyInstall the license key on top of the previous one. Do not attempt to

delete the previous license key.

Installing a License Key on the

License Server

Task


3.0 SPLMLoad Operating System on SPLM Client

Machine



the Web

3.1 SPLM Install Windows 2000 SP4 on the SPLM client machineIf you are using Windows XP software,



I n s t a l la t i o n & Se t u p o f Sm a r t P la n t L i ce n s e M a n a g e r ( SPLM )

Setting up the SPLM Client Machine

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Task



I n s t a l la t i o n & Se t u p o f Sm a r t P la n t L i ce n s e M a n a g e r ( SPLM )

3.2 SPLM Install Windows XP SP2 on the SPLM client machineIf you are using Windows 2000 software and have completed Task

Number 3.1, skip this section and go to Task Number 4.0.


Software on the Client MachineAll thes e task s req uir es an ac count w ith adminis trat or p riv ilege.

4.1 SPLMInstall SmartPlant License Manager 2007 (9.0) on the

client machine

Installing Software from the Web /


4.2 SPLM Add pdlice.exe in the Windows Firewall Exception List This only apply to Windows XP SP2.


Windows XP SP 2 and

Windows 2003 SP 1 for SmartPlant

License Manager

4.3 SPLM Select the license server Selecting a License Server for a Client

Task


5.0 SPLMInstall SPLM 2007 (9.0) on Top of the Previou s

Version

It's not required to regenerate a new Machine ID nor

install a new license key. This task requires an account

with administrator privi lege.



the Web

TaskNumber

User Tool Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

6.0 SPLM Load the Operating System on the Laptop

6.1 SPLM Install Windows 2000 SP4 on the SPLM client machineIf you are using Windows XP software,


6.2 SPLM Install Windows XP SP2 on the SPLM client machineIf you are using Windows 2000 software and have completed Task

Number 6.1, skip this section and go to Task Number 7.0


Software

All these tasks requi res an account with admini st rato r

privilege.

Setting up the SPLM Server and Client on a Laptop

Upgrading from SPLM 8.0

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Task



SmartPlant EnterpriseI n s t a l la t i o n & Se t u p o f Sm a r t P la n t L i ce n s e M a n a g e r ( SPLM )

7.1 SPLMInstall SmartPlant License Manager 2007 (9.0) on the

license server

Installing Software from the Web /


7.2 SPLM

Add pdlice.exe in the Windows Firewall Exception List.

This only applies to Windows XP SP2 and Windows 2003

SP 1 systems


Windows XP SP 2 andWindows 2003 SP 1 for SmartPlant

License Manager

7.3 SPLMInstall Microsoft Loopback Adapter and define a fixed IP

address

Installing SmartPlant License Manager

on a Standalone System

7.4 SPLM Generate the Machine ID

Disable all the network connections except the loopback adapter

before generating the Machine ID. Do not attempt to generate the

Machine ID more than once.


License Server

7.5 SPLMSend the Machine ID to Intergraph and request the

license key


License Server

7.6 SPLM Install the license keyInstall the license key on top of the previous one. Do not attempt to

delete the previous license key.

Installing a License Key on the

License Server

7.7 SPLM Select the license server Selecting a License Server for a Client

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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartPlant Markup Installation Guide.

Set up the Server or Client Computer


1.0SmartPlant

MarkupInstall Operating System

Hardware and Software

Requirements

1.1 Windows 2000 Install Microsoft Windows 2000 Service Pack 4If you are using Microsoft XP Professional Service Pack 2, go to

Task Number 1.2.

1.2Windows XP

Professional

Install Microsoft XP Professional Server Service Pack

2.

2.0SmartPlant

MarkupInstall Prerequisite Software

2.1 MS IIS Install Microsoft Internet Information Services (IIS) 6.0.Required on servers that will be used to install SmartPlant Markup

on workstations over the Web.

2.2 MS InternetExplorer

Install Microsoft Internet Explorer 6.0 Service Pack 1.

2.3 Adobe Reader Install Adobe Reader 7.0.Required to view the Software License Agreement and Printable

Guides.

2.4 IPLOT/InterPlot Install IPLOT/InterPlot Server 10.x. Required if using the IPLOT interface.


Note:SmartPlant Markup is available as a client or server installation. A client installation provides the complete SmartPlant Markup application for use on a workstation. A server installation provides the complete SmartPlant Markup application, but

also places files in an OnTheWeb folder in the product directory so that users can install the application over the Web from this server. When installing SmartPlant Markup, you are not required to choose between a client or server installation. The

software determines whether each computer is a client or server machine and installs the appropriate configuration for that type of machine. When SmartPlant Markup detects IIS on a machine, you are allowed to select Web Components from a list of

available features for installation. Selecting this option creates the OnTheWeb folder and configures the server for distribution of SmartPlant Markup.

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Install SmartPlant MarkupTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

3.0SmartPlant

Markup

Install SmartPlant Markup fr om the

SmartPlant Enterprise DVD

If you are installing SmartPlant Markup from the Web,

go to Task Number 5.0.

Install SmartPlant Markup fr om

a CD

3.1Insert Disc 1 of the SmartPlant Enterprise 2007 DVD

set.

3.2

Click Information Management Softwarein the

SmartPlant Enterprise Installationwindow to access

the SmartPlant Markup Installation.

3.3Accept the licensing agreement, enter your registration

information, and select an installation location.

3.4 Select components to install.

If you are installing on a server machine (where IIS is installed), a

Web Componentsoption appears in the list of available

components. Select that option if you want others to be able to

connect to this machine to install SmartPlant Markup.

3.5 Continue installation steps.

3.6 Associate file types with SmartPlant Markup.Items you associate with SmartPlant Markup from the File Type

Associations dialog box will open in SmartPlant Markup by default.Associating File Types

3.7 Finish installation steps.

4.0SmartPlant

MarkupConfigure Web Server Settings

If you installed SmartPlant Markup on a server machine,

you should fo llow the procedure below before installing

from this server onto other workstations.

Configure Web Server Settings

4.1AllowAnonym ous Acc essfor the SPMarkupvirtual

directory in Microsoft Management Console.

4.2Add SmartPlant Markup to the Windows Firewall

Exceptionslist.The program to add is: \Bin\dmredl.exe.

4.3Use the Windows Firewall Advanced tab to allow theclient to access the Web Server (HTTP) and Secure

Web Server (HTTPS) services.

5.0SmartPlant

MarkupInstall SmartPlant Markup f rom t he Web

To install SmartPlant Markup over the Web, refer to the

procedure titled " Install SmartPlant Markup from the

Web" in the SmartPlant Markup Installation Guide.

Install SmartPlant Markup fr om

the Web

5.1 Configure Automatic Web Upgrades

If you installed SmartPlant Markup on workstations using a Web

installation, you can configure when or if the workstations upgrade

their software.

Configuring Automatic Web Upgrades

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Associate File TypesTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

6.0SmartPlant

MarkupAssoci ate f ile t ypes wit h Smar tPlant Markup .

These associations specify which file types are to be

opened in SmartPlant Markup by default.Ass oci ating File Types

6.1From the Startmenu, clickAll Prog rams > Inter graph

SmartPlant Markup > File Type Registration .

This dialog box is available at the end of the installation process for

initial setup, but you can access it at any time to make modifications.

It is also available in the SmartPlant Markup application as a tab of

the Optionsdialog box available by clicking Tools > Options .

6.2Indicate the types of files you want to be able to open

in SmartPlant Markup.

Note:Types of files that are not selected on this dialog box may still

be viewed or annotated in SmartPlant Markup.

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SmartPlant EnterpriseI n s t a l l a t i o n & Se t u p o f S m a r t P l an t P& I D ( SPP I D )


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Unless otherwise specified, the topics listed in the Additional Resources column can be found in theSmartPlant P&ID Installation Guide .

Set Up the SmartPlant P&ID Database Server

Task

NumberTool Step Description Comments/ Problems / Workarounds Documentation Link TR / CR Setup Notes

p ( )


4.0 SP-P&IDInstall Prerequisite Software on SmartPlant

P&ID Database Server

4.1 SP-P&ID MDAC 2.8 SP1 (2.8.1)




4.2 SP-P&ID MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.3 SP-P&ID MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4 .4 SP-P&ID Internet Exp lorer 6 .0 Serv ice Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

4.5 SP-P&ID Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

4.6 SP-P&ID Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

5.0 SP-P&IDInstall Oracle Client Software on the

SmartPlant P&ID Workstation

If you are using MSSQL Server 2005 as your database

software, skip this section and go to Task Number 6.0. Do

not use Oracle "light client" as it does not include some of

the DLLs required by SmartPlant P&ID.

5.1 SP-P&ID Configure the Oracle Client

5 .2 SP-P&ID Ver ify s tar tup of the Oracle Cl ien t Serv ices

6.0 SP-P&IDInstall MSSQL Server 2005 Client Software

on t he SmartPlant P&ID Workstation

If you are using Oracle 10gR2 as your database software,

skip this section and have completedTask Number 5.0, go

to Task Number 7.0.

6.1 SP-P&ID Install Microsoft SQL Server 2005 Client Tools

Microsoft SQL Server 2005 requires XML 6.0 and will automatically

install it as part of the SQL Server 2005 Prerequisite installation.

However, the SmartPlant P&ID Drawings and Reports task requires

XML 4.0 Service Pack 2. Make sure you have both versions

7.0 SP-P&IDInstall Prerequisite Software on the

SmartPlant P&ID Workstation

7.1 SP-P&ID MDAC 2.8 SP1 (2.8.1)




Set Up the SmartPlant P&ID Workstation Computer

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Task


I n s t a l l a t i o n & Se t u p o f S m a r t P l an t P& I D ( SPP I D )


7.2 SP-P&ID MSXML 4.0 SP2Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.3 SP-P&ID MSXML 4.0 Hotfix KB832414Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7 .4 SP-P&ID Internet Exp lorer 6 .0 Serv ice Pack 1Delivered on the SmartPlant Enterprise DVD under Prerequisite

Software.

7.5 SP-P&ID Microsoft NET Framework 2.0 Delivered on the Installation CD under Prerequisite Software.

7.6 SP-P&ID Install Excel 2003Excel is required for reports generation. Must be installed prior to

SmartPlant Schema Component.

7.7 SP-P&ID Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

7.8 SP-P&ID SmartPlant Schema ComponentDelivered on SmartPlant Enterprise DVD. Must be installed prior to

SmartPlant Client.

7.9 SP-P&ID SmartPlant Client Delivered on SmartPlant Enterprise DVD.

8.0 SP-P&ID Instal l SmartPlant P&ID Cl ient Software

8.1 SP-P&ID Install SmartPlant P&ID Reference Data Delivered on SmartPlant Enterprise DVD.

8.2 SP-P&ID Install the SmartPlant P&ID Client software Delivered on SmartPlant Enterprise DVD.

8.3 SP-P&ID Install and Configure the Name Generator Service

8.4 SP-P&ID Install SmartPlant P&ID PDS Project Translators Delivered on SmartPlant Enterprise DVD.

8.5 SP-P&ID Integrate with SmartPlant P&ID

8.6 SP-P&ID Install PDS Export Tools Delivered on the Installation CD under Prerequisite Software.

8.8 SP-P&ID Install Programming Resources


ProgrammingResources folder under the SmartPlant P&ID folder on

the Installation CD. Double-click the ProgrammingResources.msi file.

8.9 SP-P&ID Install the SmartPlant P&ID Command Wizard Delivered as part of the Programming Resources setup.

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Task




8.1 SP-P&ID

Install the SmartPlant P&ID Symbol/Part Definition

Wizard Delivered as part of the Programming Resources setup.

Create the SmartPlant P&ID Databases

9.0 SP-P&ID Create the Si te Server, Plant Structure

9.1 SP-P&ID Create the Site schema

9.2 SP-P&ID Create the Plant schema

9.3 SP-P&ID Assign Access Permissions

Configure the Interference Detection Server

10.0 SP-P&ID Set Up Server-Based Interference Checking

10.1 SP-P&ID Install Databases Interference Detection Service

10.2 SP-P&IDCreate IFC permission group folder and permission

group

11.0 SP-P&IDConfigure the SmartPlant P&ID Integration

Plant

For guidelines about integrating SmartPlant P&ID, see the

SmartPlant Enterprise Installation & Setup of


Configure the SmartPlant P&ID

for an Integrated Environment


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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartPlant Review Installation Guide .

Set Up Licensing for SmartPlant Review

Task


1.0 SPLMInstall SmartPlant License Manager 9.0.2 on

the site lic ense server

See the SmartPlant License

Manager Installation and

Configuration Checklist.

(SPLMInstall_Checklist.xls)

2.0 SPLM

Install and config ure SmartPlant Lic ense

Manager Client 9.0.2 on indiv idual SPRworkstations





Task


3.0 SPR Install supported operating systemSee the documentation that came

with your operating system.

3.1 SPR Microsoft Windows XP Professional Service Pack 2

3.2 SPR Microsoft Windows 2000 Professional Service Pack 4To run SmartPlant Review on Windows 2000, users must be

members of the Power User or Administrators permissions groups.

3.3 SPRMicrosoft Windows 2000 Server Service Pack 4 and

Advanced ServerEnable TCP/IP.

3.4 SPR Microsoft Windows 2003 Server Service Pack 1 or R2

4.0 SPR Install Prerequisite Software

4.1 SPR MDAC 2.8 SP1 (2.8.1)

Installed during Windows XP Service Pack 2 setup. For Windows

2000 users, MDAC is available on the product CD under

Prerequisite Software. If you are running SPR on a non-English

operating system and locale, you must download the locale-specific

version of MDAC from Microsoft. SmartPlant Review may not work

correctly with multi-byte characters when using the English version of

MDAC.

SmartPlant Review Workstation

4.2 SPR Microsoft NET Framework 1.1 Installed automatically during SmartPlant Review set up.

4.3 SPR Microsoft DirectX 8.1

Required for using a joystick with SmartPlant Review.

Installed during Windows XP Service Pack 1 setup. For Windows

2000 users, DirectX is delivered on the the product CD under

Prerequisite Software. 64-bit systems require version 9.0, availablefrom Micr

4.5 SPR Internet Explorer 6.0 Service Pack 1Required for viewing the online documentaiton delivered with the

software.

Software Versions: 6.2

Set Up the SmartPlant Review Workstation Computer

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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartPlant Review Installation Guide .

Set Up Licensing for SmartPlant Review

Task



SmartPlant EnterpriseI n s t a l la t i o n & Se t u p o f Sm a r t P la n t R e v i e w ( SP R)

4.7 SPR Adobe 7.0 Reader Delivered on the product CD.

Required to view the License Agreement and Printable Guides.

5.0 SPR Install SmartPlant Review Software Install SmartPlant Review

5.1 SPR Install SmartPlant Review ModulesAdd Individual Modules After Installing

the Core Product

Task


6.0 SPR Configure SmartPlant Review fo r anintegrated environment

For guidelines about integrating SmartPlant Review, see the

SmartPlant Enterprise Installation & Setup ofFoundation (SPF) checklist.

Configure SmartPlant Reviewfor an Integrated Environment


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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartPlant Review Publisher Installation Guide.

Task


1.0 SPRPub Install operating systemInstall one of the supported operating systems listed in

steps 1.1 - 1.4 below.

See the documentation that came

with your operating system.

1.1 SPRPub Microsoft Windows XP Professional Service Pack 2

1.2 SPRPub Microsoft Windows 2000 Professional Service Pack 4To run SmartPlant Review Publisher on Windows 2000, users must

be members of the Power User or Administrators permissions

groups.

1.3 SPRPubMicrosoft Windows 2000 Server Service Pack 4 and


1.4 SPRPub Microsoft Windows 2003 Server Service Pack 1 or R2

2.0 SPRPub Install Prerequisite SoftwareSmartPlant Review Publisher

Workstation

2.1 SPRPub MDAC 2.8 SP1 (2.8.1)Installed during Windows XP Service Pack 2 setup. For Windows

2000 users, MDAC is available on the product CD under


2.3 SPRPub Microsof t NET Framework 1.1 Installed automatically during SmartPlant Review Publisher set up.

2.2 SPRPub Intergraph Batch Services 5.0

Map the local user accounts (the users who will submit publication

and distribution jobs) to the user accounts on the target servers. Use

the Batch Manager Server > Account Mappingcommand to grant

Log On Locally permissions to the user accounts on the ta

Contact Intergraph Support at

http://ppm.intergraph.com/support/.

2.5 SPRPub Internet Explorer 6.0 Service Pack 1Required for viewing the online documentaiton delivered with the

software.

2.6 SPRPub Adobe 7.0 ReaderDelivered on the product CD.


3.0 SPRPubInstall SmartPlant Review Publisher

SoftwareInstall SmartPlant Review Publisher

3.1 SPRPub Set system permissionsAdministrator privileges are required to install SmartPlant Review

Publisher, to interactively publish and distribute files, and to

schedule publication and distribution settings.

SmartPlant Review Publisher

Workstation

4.0 SPRPubInstall SmartPlant Review Publisher Service

(SPRPubService) Install and start this service on each subscriber's computer.Configuring SmartPlant Review

Publisher Service


I n s t a l la t i o n & Se t u p o f Sm a r t P la n t R ev i e w P u b l i s h e r ( SP RPu b )

Set Up the SmartPlant Review Publisher Workstation Computer

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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartPlant Review Publisher Installation Guide.


SmartPlant EnterpriseI n s t a l la t i o n & Se t u p o f Sm a r t P la n t R ev i e w P u b l i s h e r ( SP RPu b )

Task


5.0 SPRPubConfigure SmartPlant Review Publisher for

an integrated environment

For guidelines about integrating SmartPlant Review

Publisher, see the SmartPlant Enterprise Installation &

Setup of Foundation (SPF) checklist.

Configure SmartPlant Review

Publisher for an Integrated

Environment


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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartSketch Installation Guide .

Set Up Licensing for Smart Sketch

Task


1.0 SPLMInstall SmartPlant License Manager 9.0.2 on

the site license server.

Some SmartSketch installations do not require

SmartPlant License Manager. Ask yo ur System

Administ rator o r cont act Intergraph Suppo rt Servi ces i f

you have a question about SmartSketch licensing

re uirements.





2.0 SPLM

Install and config ure SmartPlant Lic ense

Manager Client 9.0.2 on individual

SmartSketch works tations.

Some SmartSketch installations do not require

SmartPlant License Manager. Ask yo ur System

Administ rator o r cont act Intergraph Suppo rt Servi ces i f

you have a question about SmartSketch licensing

re uirements.





Task


3.0 SSK Install supported operating systemSee the documentation thatcame with your operating

system.

3.1 SSK Microsoft Windows XP Professional Service Pack 2

3.2 SSK Microsoft Windows 2000 Professional Service Pack 4To run SmartSketch on Windows 2000, users must be members of

the Power User or Administrators permissions groups.

3.3 SSKMicrosoft Windows 2000 Server Service Pack 4 and


3.4 SSK Microsoft Windows 2003 Server Service Pack 1

4.0 SSK Install Prerequisite Software

4.1 SSK Internet Explorer 6.0 Service Pack 1Required for viewing the online documentaiton delivered with the

software.

Hardware and Software

Recommendations

4.2 SSK Adobe Reader 7.0Delivered on the product CD.


5.0 SSK Install SmartSketch Software Install SmartSketch

5.1 SSK Install SmartSketch OptionsAdd and Remove Options After

Installing the Core Product

Set Up the SmartSketch Workstation Computer


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Unless otherwise specified, the topics listed in theAdditional Resourcescolumn can be found in the SmartSketch Installation Guide .

Set Up Licensing for Smart Sketch

Task


SmartPlant EnterpriseI n s t a l la t i o n & Se t u p o f Sm a r t S k e t c h ( S SK )


Task


6.0 SSKConfigure SmartSketch f or an integrated

environment

For guidelines about configuring SmartSketch for an

integrated environment, see the SmartPlant Enterprise

Installation & Setup of Foundation (SPF) checklist.

Configure Smart Sketch for an



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Documents