smart plant enterprise install checklist

Unless otherwise specified, the topics listed in the Additional Resources column 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 System Installing and Configuring FTR with SmartPlant Foundation

1.1

Windows 2000 Server or Advanced

Server

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.

1.2 Windows 2003 Server

Install Microsoft Windows 2003 Server Service Pack 1.

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2.0 FTR Install Prerequisite Software

2.1 Oracle Install Oracle Client 10g R2 (10.2.0.1)

2.2 MDAC Install MDAC 2.8.1 MDAC is delivered on Disc 1 of the SmartPlant Enterprise 2007 DVDset. Click Prerequisite Software.

2.3 MSXML Install MSXML 4.0 SP2 MSXML is delivered on Disc 1 of the SmartPlant Enterprise 2007 DVD set. Click Prerequisite Software.

2.4 Adobe Reader Install Adobe Reader 7.0. Adobe Reader is delivered on Disc 1 of the SmartPlant Enterprise

2007 DVD set. Click Adobe Reader Installation.\\

3.0 Oracle Install Oracle Client on the FTR Main HostBefore 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.

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4.0 Set 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

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Full Text Retrieval (FTR) Installation & Configuration Checklist

Software Versions: 2007 (3.5)

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Set Up the FTR Index Server\


5.0 FTR Install FTR Run Time (RT) on the FTR Main Host

FTR RT must be installed before SmartPlant Foundation is installed. Installing and Configuring FTR

with SmartPlant Foundation

5.1 FTR/SPF Uninstall 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.

5.3 Insert Disc 1 of the SmartPlant Enterprise 2007 DVD set.

5.4Click Information Management Software in the SmartPlant Enterprise Installation window 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/FTR Install 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 Configuring FTR with SmartPlant Foundation


6.2Click Information Management Software in the SmartPlant Enterprise Installation window to access the SmartPlant Foundation Installation.

6.3 Choose a Custom installation, and select FTR Index Server from 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 FTR Install and configure 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 Configuring FTR with SmartPlant Foundation

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Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference .

Prepare PDS ServersTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

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1.0 PDS Load Operating System on PDS Servers

PDS requires a variety of server functions, as detailed in the procedures below. An individual computer can perform one or all of these functions, or a combination of several functions. Intergraph recommends using separate computers for each function, if possible.

1.1 PDS Install Windows 2003 Server SP1 on the PDS Server You can download the service pack from the Microsoft web site. If you are using Windows 2000 Server software, skip this section and go to Task Number 1.2.

1.2 PDS Install Windows 2000 Server SP4 on the PDS ServerYou can download the service pack from the Microsoft web site. 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 PDS Configure PDS Servers These steps are required for all PDS servers.

2.1 PDSAdd to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share

This registry entry is required for proper operation of the RIS Client.

2.2 PDSAdd to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder. This key is case sensitive.

2.3 PDSModify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WINREG registry entry

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference.

There are three recommended methods for modifying this key. You can the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method, adding allowed paths to the WINREG key.

To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry.

2.4 PDS Make sure that the Temp and Tmp environment variables for users and system point to c:\temp

To modify environment variables, open System in the Windows Control Panel, select the Advanced tab, and then click Environment Variables. It is also necessary to complete this step on each user's workstation before using PDS.

2.5 PDS Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control

Configure License ServerTask

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

3.0 PDS Install SmartPlant License Manager 9.0.2 on the site license server The license server controls licensing for PDS.

See the SmartPlant License Manager Installation and Configuration Checklist. (SPLMInstall Checklist.xls)

Configure PDS Database ServersTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

4.0 PDS Prepare the PDS Database Server

The database server contains the database software and the data files for the PDS projects.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS Database server.

5.0 PDS Install Oracle Software and Set Up the PDS Database Server and PDS Database

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 8.0.

5.1 PDS Create an operating system user for RIS in the Local Administrator group This step is required for the RIS software to be able to access the Oracle database.

5.2 PDS Install the 10gR2 Oracle software on the PDS Server. Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the Oracle setup screens.

5.3 PDS Select the Advanced Installation and Custom Installation Type options In order to avoid creating unnecessary tables and data in your database, make sure that you do not select the option for creating a seed or starter database.

5.4 PDSOn the Available Product Components screen, the following components can be omitted: Enterprise Edition Options, Oracle Development Kit, and Oracle 10g Windows Documentation

5.5 PDS Select Yes on the Create Database screen

SmartPlant Enterprise Installation & Setup of Plant Design System (PDS)

Software Versions: PDS 8.0 SE

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5.6 PDS In the Net Configuration Assistant, fill the Perform Typical Configuration check box The Net Configuration Assistant launches automatically when the Oracle software installation is complete.

5.7 PDS Specify the Global Database Name/SID. If you are using PDS in an integrated environment with SmartPlant authoring tools, you should consider using separate database instances for the PDS and SmartPlant databases

5.8 PDS Select Configure the Database with Enterprise Manager

5.9 PDS Set the passwords for SYS and SYSTEM You can either set the same password for all users or set a different password for each user.

5.10 PDS Select File System as the Storage Option

5.11 PDS Select Custom on the Initialization Parameters screen

5.12 PDS On the Database Storage screen, set the extension properties for each tablespace

Be sure to match the extension properties for your database to your hardware setup. For example, make sure that you have enough space on your hard disk drives to accommodate the eventual size of your database over the course of the project. Intergraph recommends that you turn off Autoextend for all tablespaces, with the possible exception of the Users tablespace. To turn off Autoextend, double-click the tablespace row on the General tab, select the Storage tab, and clear the Autoextend check box.

5.13 PDS On the Database Storage screen, modify the settings for the System tablespace according to your installation needs

Intergraph recommends the following settings:

On the Storage tab:Managed in the DictionaryInitial 100 KBNext 100 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

5.14 PDS On the Database Storage screen, modify the settings for the Temp tablespace according to your installation needs


On the General tab:Change the name to temp_segsChange the size to 30 MB

On the Storage tab: Managed in the DictionaryInitial 100 KBNext 100 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

5.15 PDS On the Database Storage screen, modify the settings for the Users tablespace according to your installation needs


On the General tab:Change name to pdsChange the size to 300 MB

On the Storage tab:Managed in the DictionaryInitial 50 KBNext 50 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

5.16 PDS On the Database Storage screen, delete the Index tablespace if it exists

5.17 PDS Depending on your company and project requirements, create additional tablespaces as needed

For example, you may wish to create separate tablespaces for each project, or for each schema within a project.

5.18 PDS On the Creation Options screen, fill the Create Database checkbox

6.0 PDS Create Schema User Names

You can use the create.sql script delivered in ..\PDSHELL\sql\oracle to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1. You can run this script in the SQL Worksheet utility delivered with Oracle. If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 8.0.

6.1 PDS Log in to SQL Plus as the RIS user created in step 5.1

6.2 PDS Create Oracle user names for each schema

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one Oracle user for each schema.

The following command will create a user named pd_proj1:grant connect, resource to pd_proj1 identified by pd_proj1;

Substitute the name of your project for proj1.

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6.3 PDS For each user, change the default tablespace to pds and the temporary tablespace to temp_segs

The following command will set the appropriate tablespaces for user pd_proj1:alter user pd_proj1 default tablespace pds temporary tablespace temp_segs;

Substitute the name of your project for proj1.

6.4 PDSChange permissions on the Oracle installation folder to allow Read and Execute, List Folder, and Read access to the operating system user specified when creating the RIS schema

7.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.

7.1 PDS Install RISORADS 06.00.00.01 from the product CD This step is only necessary if you are using Oracle database software in a data server configuration. If you are using Oracle database software in a net server configuration, skip to Task 7.2.

7.2 PDS Install RISORANS 06.00.00.01 from the product CDThis step is only necessary if you are using Oracle database software in a net server configuration. If you are using Oracle database software in a data server configuration, perform the Task 7.1 instead.

8.0 PDS Install MSSQL Server 2005 software on the PDS Server If you are using Oracle 10gR2 as your database software and have completed Task Numbers 5.0 through 7.0, skip this section and go to Task Number 12.0.

8.1 PDS Install MSSQL Server 2005 SP1 on the PDS server Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the SQL Server setup screens.

8.2 PDS On the Services Accounts screen, select Use the same account for all services and Use local system account

8.3 PDS On the Authentication Mode screen, select Mixed Authentication Mode

8.4 PDS When the installation is complete, reboot the server

9.0 PDS Configure SQL Server Database Software and create database on the PDS Server

9.1 PDS Open SQL Server Database Management Studio Click Start > Programs > Microsoft SQL Server 2005 > Database Management Studio.

9.2 PDS In the Server Group list, right-click your server and click Properties

9.3 PDS On the General tab, verify that Autostart SQL Server and Autostart SQL Server Agent are checked

9.4 PDS On the Memory tab, specify the memory settings for your serverIntergraph recommends using Dynamic Allocation with an upper limit based on the total amount of memory on the server. This setting can be adjusted depending on the actual load placed on the server

9.5 PDS Update the properties for the master database

On the server listing, expand the Databases list, right-click the master database, and click Properties.

Intergraph recommends the following settings:General TabSpace Allocation of at least 20 MB.Automatically grow file setting disabled.

Transaction Log TabData File size of at least 5 MBAutomatically grow file setting disabled

Options TabTruncate log on checkpoint setting enabled

9.6 PDS Update the properties for the model database

On the server listing, expand the Databases list, right-click the model database, and click Properties.

Intergraph recommends the following settings:General TabAutomatically grow file setting disabled.

Transaction Log TabAutomatically grow file setting disabled


9.7 PDS Update the properties for the tempdb database

On the server listing, expand the Databases list, right-click the tempdb database, and click Properties.

Intergraph recommends the following settings:General TabData file size of at least 10 MBAutomatically grow file setting disabled.

Transaction Log TabAutomatically grow file setting disabled


9.8 PDS Create a new database named pds Click Actions > New Database.

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9.9 PDS Update the properties for the pds database

On the server listing, expand the Databases list, right-click the pds database, and click Properties.

Intergraph recommends the following settings:General TabInitial size of at least 100 MBAutomatically grow file setting disabled.

Transaction Log TabInitial size of at least 20 MBAutomatically grow file setting disabled


10.0 PDS Create Schema User Names

You can use the create.sql script delivered in ..\PDSHELL\sql\mssql to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1. You can run this script in the Query Analyzer utility delivered with SQL Server.

If you are using Oracle 10gR2 as your database software and have completed Task Numbers 5.0 through 7.0, skip this section and go to Task Number 11.0.

10.1 PDS Open the Query Analyzer Click Start > Programs > Microsoft SQL Server 2005 > Query Analyzer.

10.2 PDS Create logins and user names for each schema

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one SQL user for each schema.

For each schema, use the following series of commands in the Query Analyzer, substituting the name of your project for proj1:sp_addlogin pd_proj1, pd_ proj1, pdsgouse pdsgosp_adduser pd_ proj1, pd_ proj1gogrant all to pd_ proj1go

These commands create a schema login, associate the login with the pds database, create a user name identical to the login, and grants the user privileges to create and delete objects in the database.

11.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.

11.1 PDS Install RISMSFDS 05.06.00.02 from the product CD

Configure PDS File ServersTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

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12.0 PDS Prepare the PDS File Server

The file server contains the models, drawings, reports, and other files used in the project. Make sure that you have performed tasks 1.0 and 2.0 on the PDS File server. The PDS File server requires no additional setup, but you should make sure that the File server has ample disk space for the expected project footprint.

Configure PDS Print/Plotting ServersTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

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13.0 PDS Prepare the PDS Print/Plotting ServerThe plot/print server routes printing and plotting jobs to attached printers and plotters. Make sure that you have performed tasks 1.0 and 2.0 on the PDS Print/Plotting server.

14.0 PDS Set Up the PDS Print/Plotting Server When installing software for PDS servers, make sure there are no spaces in the path names.

14.1 PDS Set up shared printers and plotters These printers and plotters can be physically connected to the server, or they can be connected to the server over the network.

14.2 PDS Install InterPlot Server 10.02.00.08 This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

14.3 PDS Install InterPlot Client 10.02.00.08 This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

Configure PDS Process/ISOGEN ServersTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

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15.0 PDS Prepare the PDS Process/ISOGEN ServerThe process server performs batch processing and model interactions. The ISOGEN server performs isometric drawing generation. Make sure that you have performed Tasks 1.0 and 2.0 on the PDS Process/ISOGEN server.

16.0 PDS Set Up the PDS Process/ISOGEN Server When installing software for PDS servers, make sure there are no spaces in the path names.

16.1 PDS Create a new operating system user for Batch Services

You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have the same permissions as a user account used by a project manager. If site security policies allow it, you may want to set the password for this user never to expire. An expired password on the user account specified in this step could prevent batch jobs from running.

16.2 PDS Log in as the user created in the previous step, and set the Temp and Tmp user and system environment variables for this user to point to c:\Temp See Task 2.5.

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16.3 PDS Map the AT Service Account to the user created in step 16.1 To set the AT Service Account, open the Scheduled Tasks folder in the Control Panel, and then click Advanced > AT Service Account in the Scheduled Tasks window.

16.4 PDS Install MicroStation J 07.01.05.03This product is available from Bentley Systems and delivered separately from PDS. PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup Type instead.

16.5 PDS Install SmartPlant License Manager 09.00.00.03 from the product CD

The details for this procedure step depend on your specific site configuration: If you are using the same computer as the PDS server and the licensing server, you must install SmartPlant License Manager Server on that computer. If you are using the PDS server purely as a database server, SmartPlant License Manager is not required on the server. If you are using the PDS server for processing, and you are using a different computer as the licensing server, you must install SmartPlant License Manager Client on the PDS server.

For more details, refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

16.6 PDS Install Batch Services 05.00.00.29 from the product CD

16.7 PDS When prompted, enter your PDS serial number

16.8 PDS Change the installation path to C:\WIN32APP\INGR\NTBATCH

16.9 PDS When prompted, click Yes to allow batch jobs to have access to the desktop

16.10 PDS When prompted, specify the Windows user account that will be used to run batch jobs Use the user name created in Task 16.1

16.11 PDS Install ISOGEN server from the product CD

This step is only necessary if you intend to use ISOGEN to generate isometric drawings. Depending on your setup and processing volume, you may want to set up a separate server for isometric drawing generation. In this case, perform steps through on the main process server, and then perform steps through on the ISOGEN server.

Set Up PDS WorkstationsTask Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

17.0 PDS Install Prerequisite Software on the PDS Workstation You must install the prerequisite software in the order in which it is listed.

17.1 PDS Install MicroStation J 07.01.05.03This product is available from Bentley Systems and delivered separately from PDS. PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup Type instead.

17.2 PDS Install RIS Client 05.07.00.07 from the product CD

17.3 PDS Install Adobe Reader 7.0 from the product CD This software is required to view the Software License Agreement.

17.4 PDS Install Batch Services 05.00.00.29 from the product CD

17.5 PDS Install InterPlot Client 08.05.01.21 This product is available from Bentley Systems and delivered separately from PDS. This step is only necessary if print/plotting jobs will be sent from this workstation.

18.0 PDS Prepare the PDS Workstation These steps are required for all PDS workstations.

18.1 PDSAdd to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share

This registry entry is required for proper operation of the RIS Client.

18.2 PDSAdd to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder. This key is case sensitive.

18.3 PDSModify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WINREG registry entry

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference. There are three recommended methods for modifying this key. You can the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry.

18.4 PDS Make sure that the Temp and Tmp environment variables for users and system point to c:\temp

To modify environment variables, open System in the Windows Control Panel, select the Advanced tab, and then click Environment Variables.

18.5 PDS Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control

19.0 PDS Install and Configure SmartPlant License Manager on the PDS Workstation

19.1 PDS Install SmartPlant License Manager Client 09.00.00.03 from the SmartPlant License Manager CD

Refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

19.2 PDS Synchronize the workstation system clock with the server system clock Run the following statement from the command line to synchronize the workstation clock: net time /set \\server_name

19.3 PDS Specify a SmartPlant License Manager serverTo specify a license server, open SmartPlant License Manager, double-click Configure and Test > Select License Server for Client, and then either type the license server name or browse to a license server.

20.0 PDS Install and Configure PDS 8.0 SE Software on the PDS Workstation

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20.1 PDS For each PDS module, specify the installation type and installation location

In most cases, you should select Local mode for all PDS modules. Refer to the Project Setup Technical Reference for details on installing software in Client or Server mode.

Any system from which projects will be created must have all required products installed locally on the same drive as the project file. See Task 21.0 below.

Make sure that the installation path does not contain any spaces. Intergraph recommends that you install PDS in c:\win32app\ingr.

PD_Shell is required on all PDS workstations. Other PDS modules may be installed based on the function of the workstation. For example, if a workstation is to be used for 3D piping, installing the Drawing Manager software may not be necessary.

20.2 PDS Specify the PDS 3D Control FileTo specify a control file, click Start > All Programs > PD_Shell > PDS Configure. You can also create a pds.cmd file in a central location, and then point each workstation to that file using the PDS 3D Control File dialog box.

20.3 PDS Specify the location of the schema fileTo specify a schema file, click Start > All Programs > RIS version number > RIS Schema Manager. You can also create a parms file in a central location, and then copy the file to each workstation. In this case, you should create a RIS_Parameters path in t

20.4 PDS Create PDS batch queuesClick Start > Programs > PD_Shell > PDS Queue to create batch queues. Select Enable all for configuration and select the queues you want to create. If you have not done so, the system will prompt you to create batch queues the first time you start PDS.

Create a PDS Project

21.0 PDS Create a PDS Project

While this procedure uses the PDS Express Project Creation utility, PDS projects can also be created manually. In such cases, you must also create the project folder structure and the database schemas manually. For more information on manual project creation, refer to the PDS Project Setup Technical Reference.

This procedure creates a default training project, which is not a production-ready project.

For more details on using Express Project Creation, refer to the PDS Express Project Creation Quick Start Guide.

21.1 PDS Create and share a folder for the project file The project file specifies the locations of PDS projects on the server.

21.2 PDS On the drive containing the project file, share the drive using its drive letter For example, if the project file is located in E:\projfile, share the E: drive, and name the share E.

21.3 PDS Specify the location of the project file Click Start > All Programs > PD_Shell > PDS Configure. In the PROJ_FILE field, enter the folder created in the previous step. In the PROJ_ADDR field, enter the name of the file server.

21.4 PDS Open Express Project Creation To open Express Project Creation, click Start > All Programs > PD_Shell > Express Project Creation.

21.5 PDS Select New User Mode

You can create projects in New User mode or in Advanced User mode. New User mode installs the project files, libraries, and other data in their default locations. Advanced User mode allows you to specify the location and file structure for the project. This document assumes use of the New User mode. The procedure for using Advanced User mode is largely similar, with the addition of the screens for location and file structure specification.

21.6 PDS Specify the details for the new project

21.7 PDS Select Create New Schema for the Piping Approved RDB Schema and the Piping Unapproved RDB Schema

21.8 PDS Specify the units of measure for the project and for nominal piping diameters (NPD)

21.9 PDS Specify details for the Project Control schema

Click Get Client Address to supply the IP address for the server. Click Display Databases to select the database name and populate the Database fields. For the Database Username and Password, enter the appropriate database user name created in Task 6.0 (for Oracle databases) or Task 10.0 (for MSSQL databases). For the OS Username and Password, enter the operating system user name that should be used when accessing the database. This user name was created in step 6.1 (forOracle databases) or step 10.1 (for SQL databases).

21.10 PDS Repeat the previous step for each additional schema

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . Express Project Creation creates each of these schemas in turn, except for the MTO_projectname schema, which is created the first time you run Material Data Publisher.

Each schema must use the same OS Username and Password as specified in the previous step.

21.11 PDS Specify the server name and drive letter for the project and for the DesignReview/SmartPlant Review workstation This step is only necessary if you intend to use SmartPlant Review.

21.12 PDS If necessary, specify details for any FrameWorks sub-projects This step is only necessary if you intend to use FrameWorks Plus for structural design in the project.

Create an HVAC Project22.0 PDS Create an HVAC Project

22.1 PDS Make sure that PARNU and PE-HVAC are installed on the workstation

22.2 Create the prj_project and hrf_project schema users in your database For Oracle databases, see Task 5.0. For MSSQL databases, see Task 8.0.

22.3 PDS Create an HVAC project folder on the file server If you are creating the project from a computer other than the file server itself, you will need to map a drive to the appropriate drive letter on the file server.

22.4 PDS Change the working folder for PARNU to match the HVAC project folder Right-click the PARNU.exe file in the ..\parnu\bin folder, click Properties, and modify the path in the Start in field.

22.5 PDS In PARNU, create an HVAC project in the HVAC project folder Open PARNU, and in the Project Environment dialog box, click Create. Specify the details for your project in the Create Project dialog box.

22.6 PDS Copy the envar.txt file from the pehvac\support folder into the PDS project folder

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

22.8 PDS In PARNU, create the prj_project schema In the Project 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.

22.9 PDS Specify the location of the HVAC project fileClick Start > All Programs > 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_NODE field, enter the name of the file server.

22.10 PDS Specify the location of the HVAC control file Click Start > All Programs > 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 schema In the Project 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 database In the Project Environment dialog box, click Applications > PE_HVAC and select your project. On the Reference Databases form, select Load, and enter envar.txt in the Filename field.

22.13 PDS Create a PE-HVAC design file In the Project Environment dialog box, select PE-HVAC. In the Create Design File dialog box, specify the settings for your design file.

22.14 PDS Set the units for the design file

In the Project Environment dialog 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:PU settings to match the settings of the PDS project (1:12:2032 for English projects or 1:1000:80 for metric projects).

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

23.0 PDS Configure PDS for an integrated environment For guidelines about integrating PDS, see the SmartPlant Enterprise Installation & Setup of SmartPlant Foundation (SPF) checklist.

Configure Plant Design System (PDS) for an

Integrated Environment

Working in an Integrated Environment

10 1/23/2007]

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

Installation and Configuration Flowchart (SP3D Flowchart)

Set Up the SmartPlant 3D Database Server:

Task Number User Tool Step Description Comments/ Problems / Workarounds Documentation Link TR / CR Setup Notes

1.0 SP3D Load Operating System on SmartPlant 3D Database Server

1.1 SP3D Load Windows 2003 Server SP1 on the Database ServerIf you are using Windows 2000 Server software, skip this section and go to Task Number 1.3. You can download the service pack from the Microsoft web site.

1.2 SP3D Enable Network Access in Windows Server 2003

1.3 SP3D Load Windows 2000 Server SP4 on the Database ServerIf you are using Windows 2003 Server software and have completed Task Number 1.1 and 1.2, skip this section and go to Task Number 2.0. You can downlod the service pack from the Microsoft web sit.

2.0 SP3D Configure the SmartPlant 3D Database Server for Oracle

If you are using MSSQL Server 2005 as your database software, skip to Task Number 3.0.

2.1 SP3D Install and configure Oracle 10gR2 Standard or Enterprise on the database server

If you are using SmartPlant 3D in a stand-alone environment, install Oracle Standard edition. If you are using SmartPlant 3D in a Global Workshare environment, install Oracle Enterprise edition. SP3D does not require Oracle Data Mining, Text, OLAP, Spatial, and Label Security - leaving Enterprise Manager Repository.

For external authentication is need to override definition of Advanced Initialization Parameters - os_authent_prefix = "" (empty string)

Supported Character Sets - are AL32UTF8 or WE8MSWIN1252 used with AL16UTF16 National Character Set

REDO log files should be sized to switch in about 20 minutes

2.2 SP3D Configure Oracle Networking

The SmartPlant 3D software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the client application and the database server.

2.3 SP3D Post Installation install Oracle Services for Microsoft Transaction Server 10.2.0.1.0

2.4 SP3D Generate Database Creation Scripts

2.5 SP3D

Post installation verify the automatic startup of Oracle Database Services: Distributed Transaction Coordinator, Oracle MTS Recover Service, OracleService<SID >, OracleDBConsole<SID >, and Oracle<oracle_home >TNSListener

The OracleService is your Oracle database instance. It is appended with the named Oracle System Identifier (SID) you specified when you created the Oracle database. For example, if your SID is Plant1, the service appears as ORacleServicePlant1.

2.6 SP3D Use Oracle Net Manager to test the Database Connection


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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 SP3D Configure 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 SP3D Install and configure MSSQL Server 2005 SP1 on the database server

If you are using SmartPlant 3D in a stand-along environment, install SQL 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 2005 services.

3.3 SP3D Register the database server in the Enterprise Manager console

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

S

4.0 SP3D Install 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 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.3 SP3D MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.4 SP3D Internet Explorer 6.0 Service Pack 1 Delivered 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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5.0 SP3D Install Oracle Client Software on the SmartPlant 3D Workstation

5.1 SP3D Install the Oracle Client software on the SmartPlant 3D 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 3D.

5.2 SP3D Configure the Oracle Client

5.3 SP3D Verify startup of the Oracle Client Services

6.0 SP3D Install 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 completed Task 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 SP3D Install Prerequisite Software on the SmartPlant 3D Workstation

7.1 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.

7.2 SP3D MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.3 SP3D MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.4 SP3D Internet Explorer 6.0 Service Pack 1 Delivered 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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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 Access Delivered on the Installation CD under Prerequisite Software.

14.0 SP3D Install Programming Resources

Not available on CD AutoPlay. Navigate to the ProgrammingResources folder 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 Install the SmartPlant 3D Symbol/Part Definition Wizard Delivered as part of the Programming Resources setup.

15.0 SP3D Install Piping Specification Remote Access Server. Delivered as part of SmartPlant 3D setup

14 1/23/2007]







15.1 SP3D Configure 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 SP3D Create the Site, Catalog, and Schema Databases for SQL Server If you are using Oracle databases, go to Task 16.2.

16.2 SP3D Create the Site, Catalog, and Schema Databases for Oracle If you are using SQL Server databases and have completed Task 16.1, go to Task 17.2.

1 1

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 Oracle If you are using SQL Server databases and have completed Task 17.1, go to Task 17.3

17.3 SP3D Assign Access Permissions to all of the SmartPlant 3D databases

Configure the Interference Detection Server

17.0 SP3D Set Up Server-Based Interference Checking

17.1 SP3D Install Databases Interference Detection Service

17.2 SP3D Create IFC Permission Group Folder and Permission Group


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18.0 SP3D Configure the SmartPlant 3D Integration PlantFor guidelines about integrating SmartPlant 3D, see the SmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure SmartPlant 3D for an Integrated Environment

16 1/23/2007]

SmartPlant 3D FlowchartSmartPlant 3D Installation and Configuration Checklist

17 1/23/2007]

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

Set Up the SmartPlant Electrical Database ServerTask

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

1.0 SPEL Load Operating System on SmartPlant Electrical Database Server

1.1 SPEL Load Windows 2003 Server SP1If you are using Windows 2000 Server software, skip this section and go to Task Number 1.3. You can download the service pack from the Microsoft web site.

1.2 SPEL Enable Network Access in Windows Server 2003

1.3 SPEL Load Windows 2000 Server SP4If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.0. You can downlod the service pack from the Microsoft web site.

2.0 SPEL Configure the SmartPlant Electrical Database Server for Oracle


2.1 SPEL Install and configure Oracle 9i,10g or 10gR2 on the database server

2.2 SPEL Configure Oracle Networking

The SmartPlant Electrical software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the client application.

2.3 SPEL

Verify the automatic startup of Oracle Database Services: Distributed Transaction Coordinator, Oracle MTS Recover Service, OracleService<SID >, OracleDBConsole<SID >, and Oracle<oracle home >TNSListener


2.4 SPEL Create the Oracle Tablespace as needed

3.0 SPEL Configure the SmartPlant Electrical Database Server for MSSQL Server 2005


3.1 SPEL Install and configure MSSQL Server 2005 SP1 on the database server

If you are using SmartPlant Electrical in a stand-along environment, install SQL Server 2005 Standard edition. If you are using SmartPlant Electrical in a Global Workshare Envornment, install SQL Server 2005 Enterprise edition. Microsoft SQL Server 2005

3.2 SPEL Verify automatic startup of MSSQL Server 2005 services

3.3 SPEL Register the database server in the Enterprise Manager console

3.4 SPEL Assign system administrator privilegesS

4.0 SPEL Install Prerequisite Software on SmartPlant Electrical Database Server

4.1 SPEL 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 SPEL MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.3 SPEL MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.


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4.4 SPEL Internet Explorer 6.0 Service Pack 1 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.5 SPEL Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

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

5.0 SPEL Install the Oracle Client software on the SmartPlant Electrical 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 Electrical.

5.1 SPEL Configure the Oracle Client

5.2 SPEL Verify startup of the Oracle Client Services

6.0 SPEL Install MSSQL Server 2005 Client Software on the SmartPlant Electrical Workstation


6.1 SPEL 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 Electrical Drawings and Reports task requires XML 4.0 Service Pack 2. Make sure you have both versions installed.

7.0 SPEL Install Prerequisite Software on the SmartPlant Electrical Workstation

7.1 SPEL 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.

7.2 SPEL MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.3 SPEL MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.4 SPEL Internet Explorer 6.0 or later Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

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

7.6 SPEL Install Excel 2003 Excel is required for reports generation. Must be installed prior to SmartPlant Schema Component.

7.7 SPEL Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

7.8 SPEL SmartPlant Schema Component Delivered on SmartPlant Enterprise DVD. Must be installed prior to SmartPlant Client.

7.9 SPEL SmartPlant Client Delivered on SmartPlant Enterprise DVD.

8.0 SPEL Install SmartPlant Electrical Client Software

8.1 SPEL Install SmartPlant Electrical Reference Data Delivered on SmartPlant Enterprise DVD.

Set Up the SmartPlant Electrical Workstation Computer

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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 Install SmartPlant Electrical PDS Project Translators Delivered on SmartPlant Enterprise 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

Not available on CD AutoPlay. Navigate to the ProgrammingResources folder under the SmartPlant Electrical folder on the Installation CD. Double-click the ProgrammingResources.msi file.

8.8 SPEL Install the SmartPlant Electrical Command Wizard Delivered as part of the Programming Resources setup.

8.9 SPEL Install the SmartPlant Electrical Symbol/Part Definition Wizard 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 SPEL Create IFC Permission Group Folder and Permission Group

11.0 SPEL Configure the SmartPlant Electrical Integration Plant

For guidelines about integrating SmartPlant Electrical, see the SmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure SmartPlant Electrical for an Integrated

Environment


20 1/23/2007]

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

Set Up the SmartPlant Engineering Manager Database ServerTask


1.0 SPEM Load Operating System on SmartPlant Engineering Manager Database Server

1.1 SPEM Load Windows 2003 Server SP1If you are using Windows 2000 Server software, skip this section and go to Task Number 1.3. You can download the service pack from the Microsoft web site.

1.2 SPEM Enable Network Access in Windows Server 2003

1.3 SPEM Load Windows 2000 Server SP4If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.0. You can downlod the service pack from the Microsoft web site.

2.0 SPEM Configure the SmartPlant Engineering Manager Database Server for Oracle


2.1 SPEM Install and configure Oracle 10gR2 on the database server

If you are using SmartPlant Engineering Manager in a stand-alone environment, install Oracle Standard edition. If you are using SmartPlant Engineering Manager in a Global Workshare environment, install Oracle Enterprise edition.

2.2 SPEM Configure Oracle Networking

The SmartPlant Engineering Manager software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for

2.3 SPEM

Verify the automatic startup of Oracle Database Services: Distributed Transaction Coordinator, Oracle MTS Recover Service, OracleService<SID >, OracleDBConsole<SID >, and Oracle<oracle_home >TNSListener


2.4 SPEM Create the Oracle Streams Tablespace

2.5 SPEM Create the Oracle Streams Administrator

3.0 SPEMConfigure the SmartPlant Engineering Manager Database Server for MSSQL Server 2005


3.1 SPEM Install and configure MSSQL Server 2005 SP1 on the database server

If you are using SmartPlant Engineering Manager in a stand-along environment, install SQL Server 2005 Standard edition. If you are using SmartPlant Engineering Manager in a Global Workshare Envornment, install SQL Server 2005 Enterprise edition. Microso

3.2 SPEM Verify automatic startup of MSSQL Server 2005 services

3.3 SPEM Register the database server in the Enterprise Manager console

3.4 SPEM Assign system administrator privilegesS

4.0 SPEM Install Prerequisite Software on SmartPlant Engineering Manager Database Server

4.1 SPEM 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.


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4.2 SPEM MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.3 SPEM MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.4 SPEM Internet Explorer 6.0 Service Pack 1 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.5 SPEM Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

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

5.0 SPEMInstall Oracle Client Software on the SmartPlant Engineering Manager Workstation

5.1 SPEM Install the Oracle Client software on the SmartPlant Engineering Manager workstation

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 1.0.2. Do not use Oracle "light client" as it does not include some of the DLLs required by SmartPlant Engineering Manager.

5.2 SPEM Configure the Oracle Client

5.3 SPEM Verify startup of the Oracle Client Services

6.0 SPEMInstall MSSQL Server 2005 Client Software on the SmartPlant Engineering Manager Workstation

If you are using Oracle 10gR2 as your database software, skip this section and have completed Task Number 1.0.1, go to Task Number 1.1.

6.1 SPEM 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 Engineering Manager Drawings and Reports task requires XML 4.0 Service Pack 2. Make sure you hav

7.0 SPEMInstall Prerequisite Software on the SmartPlant Engineering Manager Workstation

7.1 SPEM 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.

7.2 SPEM MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.3 SPEM MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.4 SPEM Internet Explorer 6.0 Service Pack 1 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

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

7.6 SPEM Install Excel 2003 Excel is required for reports generation.

7.7 SPEM Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

Set Up the SmartPlant Engineering Manager Workstation Computer

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8.0 SPEM Install SmartPlant Engineering Manager Client Software

8.1 SPEM Install SmartPlant Engineering Manager Reference Data Delivered on SmartPlant Enterprise DVD.

8.2 SPEM Install the SmartPlant Engineering Manager Client software Delivered on SmartPlant Enterprise DVD.

8.3 SPEM Install and Configure the Name Generator Service

8.4 SPEM Install SmartPlant Engineering Manager PDS Project Translators Delivered 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 ResourcesNot available on CD AutoPlay. Navigate to the ProgrammingResources folder under the SmartPlant Engineering Manager folder on the Installation CD Double-click the

8.8.1 SPEM Install the SmartPlant Engineering Manager Command Wizard Delivered as part of the Programming Resources setup.

8.8.2 SPEM Install the SmartPlant Engineering Manager Symbol/Part Definition Wizard Delivered 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

9 3

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

10.1 SPEM Install Databases Interference Detection Service

10.2 SPEM Create IFC Permission Group Folder and Permission Group

11.0 SPEM Configure the SmartPlant Engineering Manager Integration Plant

For guidelines about integrating SmartPlant Engineering Manager, see the SmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure SmartPlant Engineering Manager for an



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Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Integration Setup Guide .

Set Up the SmartPlant Foundation Database Server

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

\

1.0 SPF Load Operating System on SmartPlant Foundation Database Server

Intergraph recommends two separate servers - a SmartPlant Foundation server and a Database server.The current release of the software supports two operating systems - Windows 2000 Server and Windows 2003 Server.

1.1 OS Load Windows 2003 Server SP1If you are using Windows 2000 Server software, skip this section and go to Task Number 1.2. You can download the service pack from the Microsoft web site.

1.2 OS Load Windows 2000 Server and SP4If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.1. You can downlod the service pack from the Microsoft web site.

2.0 SPF Configure the Database Server for Oracle If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 3.0. Setting Up Databases

2.1 Install and configure Oracle 10gR2 on the database server.

Oracel 10gR2 is the supported databse software. Exclude the Oracle Web Services component - not needed for SmartPlant Enterprise.

2.2 Create an Oracle instance. Example: SPF37, APPS, HOST EFRTM3.

2.3 Create Oracle Character Sets

If other authoring tools will use the database server, you need consider which oracle character sets to use.Intergraph recommends AL32UT8 and National Character set UTF8 for SmartPlant Foundation

2.4 Give the Authenticated User privileges to the Oracle Home folder on the database server.

You need verify which users for sure need this access added athenticated users with write for TNS Names

3.0 SPF Configure the 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 the Setup SmartPlant the Foundation Server section.

Setting Up Databases

3.1 SPF Install and configure MSSQL Server 2005 SP1 on the SmartPlant Foundation server.

There are internationalization considerations concerning the SQL Server collation settings you specify that relate to reference data, using SmartPlant Enterprise integrated systems, Global Workshare Configuration, multiple locales, backup/restore, reports, and upgrading to future releases. Please contact Intergraph Customer Support for specific configuration questions.

3.2 SPF Verify automatic startup of MSSQL Server 2005 services.

3.3 SPF Register the database server in the Enterprise Manager console.

3.4 SPF Assign system administrator privileges.

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Set Up the SmartPlant Foundation Server


4.0 SPF Install Windows 2003 Server SP1 on the SmartPlant Foundation Server

Intergraph recommends two separate servers - a SmartPlant Foundation server and a Database server. If youare using Windows 2000 Server software, skip this section and go to Task Number 5.0.

4.1 SPF Load Windows 2003 Server SP1 You can download the service pack from the Microsoft web site.

4.2 IIS Install IIS 6.0, FTP, and ASP.NET These components can be installed from Control Panel > Add or Remove Programs > Add/Remove Windows Components.

5.0 SPF Install Windows 2000 Server SP4 on the SmartPlant Foundation Server

Intergraph recommends two separate servers - a SmartPlant Foundation server and a Database server. If youare using Windows 2003 Server software and have completed Task Number 4.0, skip this section and go to Task Number 6.0.

5.1 SPF Load Windows 2000 Server and SP4 You can downlod the service pack from the Microsoft web sit.

5.2 IIS Install IIS 5.0, FTP, and ASP.NET These components can be installed from Control Panel > Add or Remove Programs > Add/Remove Windows Components.

6.0 SPF Install Prerequisite Software on the SmartPlant Foundation Server

Setting Up the SmartPlant Foundation Server

6.1 SPF 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.

6.2 SPF MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

6.3 SPF MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

6.4 SPF Internet Explorer 6.0 Service Pack 1 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

6.5 SPF Microsoft NET Framework 2.0 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

6.6 SPF Excel 2003 Excel is required if you intend to use the Schema Editor or edit Datasheets.

6.7 SPF SOAP 3.0 Client Delivered on SmartPlant Enterprise DVD under Prerequisite Software.

6.8 SPF SmartSktech 4.0 or later (with Translators and Programming Tools custom installation options)

Required only for automatic hotspotting with the SmartConverter. For information about installing SmartSketch, see the SmartSketch Installation Checklist.

6.9 SPF SmartPlant MarkupDelivered on SmartPlant Enterprise DVD under Add-In Software. SmartPlant Markup is required for PDF generation, refernce file management, navigation and reporting.

6.10 SPF SmartPlant Schema Component Delivered on SmartPlant Enterprise DVD under SmartPlant Software.

6.11 SPF Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

6.12 SPF GPL Ghostscript

GPL Ghostscript is a software package that translates various file types into PostScript and PDF files. You can find information about GPL Ghostscript, including download locations and installation instructions, at http://www.ghostscript.com/. Intergraph recommends that you use the GPL version of Ghostscript, as the license for that version is less restrictive than the AFPL version. The filename for the GPL version is gsnnn w32.exe, where nnn is the Ghostscript version number.

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6.13 SPF Redmon Port Redirector

7.0 SPF Install Oracle Database Software on the SmartPlant Foundation Server

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 8.0


7.1 SPF Install the Oracle Client software on the SmartPlant Foundation Server At a minimum, with ODBC - or load Oracle administration client.

7.2 SPF Give the Authenticated User privileges to the Oracle Home folder on the database server

7.3 SPF Create an Oracle Net service, and test it on the SmartPlant Foundation server

Failure of the Net service to communicate with Oracle usually involves issue such as qualifying the domain name to the service name and the sql.net file.

8.0 SPFInstall MSSQL Server 2005 Database Software on the SmartPlant Foundation Server



8.1 SPF Miicrosoft SQL Server Client components

8.2 SPF Connect to and register database

9.0 SPF Configure Windows 2003 Security on the SmartPlant Foundation Server

Configuring Windows 2003 Servers

9.1 IISConfigure IIS 6.0 by enabling these Web extensions: Active Server Pages, ASP .NET, and Server Side Includes

9.2 IIS Add IIS_WPG user group to two local policies Ensures key SmartPlant Foundation functionality, such as reporting.

9.3 IIS Configure the IIS 6.0 Metabase.xml file with the values found in the Installation guide

To avoid FTP upload errors, Direct Metabase editing must be enabled.

9.4 Comp. Mgmt

Create user SPF_Server and then add the users to the IIS_WPG Group To be used for SPF Application Pool.

9.5 IIS Create an application pool (SPFAppPool) Need to get more detail here of steps this should solve security issues

9.6 IIS Change identiy for SPFAPPPOOL to user SPF_Server users not IUSR

9.7 IIS Configure the MIME types that can be downloaded from the SmartPlant Foundation web server

Need to add Intergraph file types to IIS for viewing in SPF - for example, .pid, .igr, .zyq, .red

9.8 IIS add IIS_WPG group to security of c:\windows\Temp Folder SmartPlant Foundation Server must be able to read to this folder.

9.9 IIS Create the Local Excel User and set DCOM Configuration Not sure at what level this is required for datasheets

10.0 SPFInstall and Configure SmartPlant Foundation on the SmartPlant Foundation Server


10.1 SPF Install SmartPlant Foundation from the SmartPlant Enterprise DVD

10.2 SPF Specify the installation location for SPF

By default, SmartPlant Foundation is installed in the following location: C:\Program Files\SmartPlant\Foundation. Check with your IT department for specific guidelines about where to install the software

10.3 SPF Select the Custom setup type and install the default components

The custom option is actually server take the default option selected The check list assumes you will install license manager on a separate server.

10.4 SPF Enter Webhost information it should be the node name of the SmartPlant Foundation server

The Client only option is actually client only - no server components installed with client only.

26 1/23/2007]

10.5 SPF Enter Virtual directory information

This information needed for SmartPlant Foundation Desktop client connection. The problem is you have not setup a virtual directory yet so you do not know the name you can take the deafult with out problems you will have to remember to add the proper virtual directory information with Desktop client later.

11.0 SPF Configure SmartPlant Foundation Server Manager

Using Server Manager to Configure the

SmartPlant Foundation Server

11.1 SPF Open SmartPlant Foundation Server Manager. The first time you open Server Manager, the web service and file service are created.

11.2 SPF Define or accept a default root path for SmartPlant Foundation Server

This defines one location for all of your SmartPlant Foundation Server files. It also defines all of your paths needed to run SmartPlant Foundation. By default, this location is outside of Program Files folder (The default path equals C:\SmartPlant Foundation 2007 Server Files).

11.3 SPF Give access to this folder structure to the SPF_SERVER user on the Server

Add IUSR and IWAM, and set the security on the folder structure Full Control. Some folders require Everyone.

11.4 SPF Give temp folders Full control access

11.5 SPF Give FTP_Vaults folder Full control access

11.6 SPF Give Websites folder Read and List control access

12.0 SPF SmartPlant Foundation Site Creation Working with Sites: An Overview

12.1 SPF Site Creation with a New Oracle Database If you are using an existing Oracle database, go to Task 12.2. If you are using MSSQL Server 2005 database software, go to Task Number 12.3.

12.2 SPF Site Creation with an Existing Oracle DatabaseIf you have completed Task 12.1, go to Task 13.0. If you are using MSSQL Server 2005 database software, go to Task Number 12.3.

12.3 SPF Site Creation with a New MSSQL Server 2005 Database

If you are using Oracle database software and have completed Task Number 12.1 or Task Number 12.2 skip this section and go to Task Number 13.0.

12.4 SPF Site Creation with an Existing MSSQL Server 2005 Database

If you are using Oracle database software and have completed either Task Number 12.1 or Task Number 12.2, go to Task Number 13.0.

13.0 SPF Configure the SmartPlant Foundation Scheduler

The SmartPlant Foundation Scheduler must be run with a user account that has access to the printer. As such, you must create a local user and specify that user for the Scheduler.

Configuring SmartPlant Foundation

13.1 SPF Create a local user on the SmartPlant Foundation server

The SmartPlant Foundation Scheduler must be run with a user account that has access to the printer.

13.2 SPF Specify a user for the SmartPlant Foundation Scheduler

14.0 SPF Configure the SmartPlant Foundation Print Server

SmartPlant Foundation uses print servers to make batch printing from the SmartPlant Foundation client possible. Batch printing allows users to select documents with attached files and print specific viewable files to the selectedprinter or print server based on the file type. The software only prints those files that are designated as viewable when users add them to objects in the SmartPlant Foundation client.


14.1 SPF Create a print server in System Administration

14.2 SPF Create a printer

14.3 SPF Create another printer if using PDF generation for SPI files

14.4 SPF Add the printer(s) to a print server

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15.0 SPFConfigure SmartPlant Foundation for PDF Generation

If you plan to use SmartPlant Foundation to generate PDF copies of files attached to business objects in the SmartPlant Foundation database, you must install the PDF Generator component on the SmartPlant Foundation server or another computer.


15.1 SPF Install 3rd Party software (Adobe Acrobat or GhostScript, and/or Redmon)

Adobe Acrobat or Ghostscript are required software for PDF generation. RedMon is required for PDF generation of SPI files.

15.2 SPF Download the Adobe printer driver and install a postscript printer

You can download Adobe PostScript printer drivers from http://www.adobe.com/support/downloads/.

15.3 SPF Add a generic postscript printer and printer driver This printer is required to generate PDF files for SPI file types.

15.4 SPF Configure the generic postscript printer

15.5 SPF Add a file type to a printer

15.6 SPF Add a file type to a print server

15.7 SPF Specify a PDF generation application for a file type

16.0 SPFConfigure SmartPlant Foundation for Title Block Updates

You can configure SmartPlant Foundation to maintain title block information for documents published or retrieved by SmartPlant 3D and SmartPlant Instrumentation in an integrated environment.


16.1 SPF Install SmartPlant Instrumentation Title Block software

16.2 SPF

Add the UpdateTitleBlocksIntXmtl and UpdateTitleBlocksExtXmtl steps to the appropriate internal and external transmittal workflows in SmartPlant Foundation Change Management Administration

Each step should be inserted just before the transmittal issue workflow step. These steps are delivered by default with the Framework model.

17.0 SPF Set Up Email for SmartPlant Foundation

SmartPlant Foundation can be configured to use either the mail component JMAIL from Dimac Corporation (http://www.dimac.com) or Collaboration Data Objects for Windows 2000 (CDOSYS).


17.1 SPF Change the e-mail transport method

17.2 SPF Set a default mail server for JMAIL or CDOSYS

17.3 SPF Test SmartPlant Foundation e-mail

18.0 SPFConfigure SmartPlant Foundation for Transmittal File Management

A transmittal is a controlled package of documents with an accompanying report used to perform, record, and track the distribution of project documentation among the different design teams, subcontractors, vendors, and construction sites involved in a project. When a transmittal is ready to be issued to its recipients, it can be packaged and distributed to recipients outside of the SmartPlant Foundation software.


18.1 SPFAdd the ExportandArchive step to the appropriate transmittal workflow in SmartPlant Foundation Change Management Administration

This step is delivered by default with the SmartPlant model.

18.2 SPF

Add the GenerateExtXmtlPDFCopies or GenerateIntXmtlPDFCopies process steps to the appropriate transmittal workflow in SmartPlant Foundation Change Management Administration

These steps are delivered by default with the SmartPlant model.

Set Up the SmartPlant Foundation License Server

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19.0 SPF Configure SmartPlant Foundation License Manager to Use the License Manager Server

Important: Intergraph recommends installing License Manager on a remote server and sharing the License Manager installation folder.

Setting Up the SmartPlant Foundation

License Server

19.1 SPF Run the SmartPlant Foundation setup and install the License Manager component

This automatically installs Server Manager as well (if not already installed).

19.2 SPF Specify the location of the License Manager The default directory is c:\LicenseManager. Intergraph recommends changing this to another location.

19.3 SPFOpen a Command Prompt, cd to the License Manager folder, and run lmutil lmhostid -vsn to get the DISK_SERIAL_NUM for the disk drive

This information is needed to request the license files.

19.4 SPF Request token files then save the generated token files to the License Manager directory

Request for license files must include Disk Serial Number for disk drive and number of perpetual and daily tokens needed.

19.5 SPFChange (if needed) and verify the following values in the Server Manager - Smart Plant Foundation License Manager node:

Any changes here are reflected in the enviromental variables and the registry.

19.6 SPF Activate License Files in Server Manager Use SPF serial number, accept the License Agreement and enter a path to the License Files, for example C:\LicenseManager

19.7 SPF Edit perpet.dat to have same number of perpetual tokens as ordered All tokens must have a login name assigned.

19.8 SPF Edit tknpool.dat by adding the host name and paths to the token.exe and perpet.dat files

19.9 SPF Start the SPF LM from the command prompt, test it, and then stop it

>lmgrd.exe, >lmutil lmstat, >lmdownif no errors, continue to next step

19.10 SPF Register SPF LM as a service >INSTALL <path>\lmgrd.exe

19.11 Verify that it was registered as a Service and start the service manually for the first time FlexLM License Server

19.12 SPF Test the database by logging in to System Administration. (This action does not use a token.)

If this is successful, then you are communicating with you database. If unsuccessful, start debugging the problem by checking your global.asa file to verify that the Oracle users info is correct.

19.13 SPF Launch Desktop Client, and login as Adminuser This will test will confirm that you are checking out a token.

19.14 SPF

On the SPF server, verify the following values in Server Manager-SmartPlant Foundation Sites-System Settings node:License = portnumber@servernodeTokens = \\server\<shared folder>\daily.datLog = \\server\<shared folder>\spftkn.rptOutput = \\server\<shared folder>\token_output.txt

Set Up the Integrated Environment


20.0 INTInstall Prerequisite SmartPlant Integration Software on the SmartPlant Foundation Server

20.1 INT Install the SmartPlant Server software Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

20.2 INT Install the SmartPlant Loader software Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

Important: The following procedures are only required if you intend to use the software within an integrated environment. Unless otherwise specifed, perform all the tasks outlined in the Working in an Integrated Environment section on the SmartPlant Foundation Server

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20.3 INT Install SmartPlant Instrumentation Title Block component

The SmartPlant Instrumentation title block component is only required if you are using SmartPlant Instrumentation in an integrated TEF environment. This component is delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

20.4 INT Install the PDS Loader software This is only required if you are doing PDS integration. Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

20.5 INT Install SmartPlant Client on the SmartPlant Foundation Server

This is only required if you have installed PDS loader (this is also known as the PDS SmartPlant adapter). Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

20.6 INT Configure the SmartPlant Loader to load published XML files

SmartPlant Loader can be configured to service multiple SmartPlant Foundation databases.

21.0 INTConfigure the SmartPlant Foundation Integration Plant on the SmartPlant Foundation Server

21.1 INT Open System Administration and create a host with the node name of the SmartPlant Foundation server

21.2 INT Create a load file for the plant, and load it using the SmartPlant Foundation Loader

21.3 INT Create a vault in System Administration Example: <plant name>_vault, where <plant name > is the name of your SmartPlant Foundation plant.

21.4 INT Open Server Manager and create an FTP vault To minimize confusion, give the FTP vault the same name as the vault you created in System Administration.

21.5 INT Create a user group, and make this user group an owning group in System Administration

Intergraph PPM recommends naming the user group <plant name >_vault, where <plant name > is the name of you SmartPlant Foundation plant.

21.6 INT Create users in System Administration

21.7 INT Add the plant to the All plants or EFplants plant list in SmartPlant Administration

21.8 INT Add users to the <plant name >_vault user group in the System Administration module

21.9 INT Add users to the View and Update user groups in System Administration

22.0 INT Create a SmartPlant Foundation Plant Breakdown Structure

22.1 INT Launch the SmartPlant Foundation Desktop Client

22.2 INT Create the Plant Breakdown Structure Create the Area from the Plant, and then create the Unit from the Area.

22.3 INT Publish the Plant Breakdown Structure and debug any problems

If something was forgotten in the configuration of SmartPlant Foundation it usually shows up here.

Set Up the SmartPlant Foundation Client


23.0 SPF Set Up the SmartPlant Foundation ClientSetting Up

SmartPlant Foundation Client Workstations

23.1 SPF Install Prerequisite Software on the SmartPlant Foundation Client

You must install the prerequisite software in the order in which it is listed. SmartPlant Foundation installation checks to make sure that all prerequisites are installed.

23.2 SPF MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

23.3 SPF MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

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23.4 SPF Internet Explorer 6.0 Service Pack 1 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

23.5 SPF Microsoft NET Framework 2.0 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

23.6 SPF Install Excel 2003 Excel is required if you intend to use the Schema Editor or edit Datasheets.

23.7 SPF Install SmartPlant Markup PlusDelivered on SmartPlant Enterprise DVD under Add-In Software. SmartPlant Markup is required for PDF generation, refernce file management, navigation and reporting.

23.8 SPF Adobe 7.0 Reader Delivered on SmartPlant Enterprise DVD.

23.9 SPF SmartPlant Review

SmartPlant Review is only required if you want to view 3D models and items interactively. For more information on installing and configuring SmartPlant Review, see the SmartPlant Review Installation Checklist.

24.0 SPF Install the SmartPlant Foundation Desktop ClientPrior to installing the SmartPlant Foundation Desktop Client software, you must know the SmartPlant Foundation Web host name.

24.1 SPF Install SmartPlant Foundation from the SmartPlant Enterprise DVD

24.2 SPF Specify the installation location for SPF

By default, SmartPlant Foundation is installed in the following location: C:\Program Files\SmartPlant\Foundation\<version>. Check with your IT department for specific guidelines about where to install the software

24.3 SPF Select the Client-Only setup type This is the default setup - only the the SmartPlant Foundation client software is installed.

24.4 SPF Specify the name of the SmartPlant Foundation Web host

24.5 SPF Specify the name of the virtual Web directory. that maps to the physical folder that contains the client

The virtual directory maps to the physical folder that contains the client .asp pages. The default name for this folder is SPFASP; depending on your configuration, the name can be different.

Configure Authoring Tools for an Integrated Environment


25.0 SP3D Configure SmartPlant 3D for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant 3D Installation Checklist to verify that the SmartPlant 3D software is properly installed on the server and workstation computers.

SmartPlant 3D Installation and Configuration

Checklist

25.0.1 SP3DInstall Prerequisite SmartPlant Integration Software on the SmartPlant 3D Workstation Computer

In order to take full advantage of the integration functionality, you must install the prerequisites on a workstation computer on which the SmartPlant 3D Project Management, SmartPlant 3D Server Connectivity, and Piping Specification Remote Access Server options are installed.

25.1 SP3D Install the SmartPlant Client software Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

25.2 SP3D Install the SmartPlant Schema Component software Delivered on the SmartPlant Enterprise DVD under SmartPlant Software.

26.0 SP3D Configure the SmartPlant 3D Integration Plant

26.1 SP3D Register the SmartPlant 3D plant with the SmartPlant Foundation database

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26.2 SP3D Retrieve Plant Breakdown Structure from SmartPlant Foundation

27.0 SPR Configure SmartPlant Review for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant Review Installation Checklist to verify that the SmartPlant Review software is properly installed on the server and workstation computers.

SmartPlant Review Installation and Configuration

Checklist

27.0.1 SPR Install Prerequisite SmartPlant Integration Software

If you plan to use the SmartPlant 3D Save as SPR command instead of streaming data, you do not need to install this component because SmartPlant Review delivers the SmartPlant 3D EFSchema.xml and P3Dcomponent.xml files during installation. However, if you modify the SmartPlant schema using Schema Editor, the updated schema and P3Dcomponent files must be placed in the SmartPlant Review delivery folder (by default: C:\Program Groups\SmartPlant\Review) for SmartPlant Review to take advantage of these changes.

27.1 SPR Install SmartPlant Schema Component software

27.2 SPR Install SmartPlant Client software

28.0 SSK Configure SmartPlant Review Publisher for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant Review Publisher Installation Checklist to verify that the SmartPlant Review Publisher software is properly installed on the server and workstation computers.

SmartPlant Review PublisherInstallation and Configuration

Checklist

28.0.1 SSK Install Prerequisite SmartPlant Integration Software

28.1 SSK Install SmartPlant Schema Component software

28.2 SSK Install SmartPlant Client software

29.0 SSK Configure SmartSketch for an Integrated Environment

Before proceeding with the following sections, use the SmartSketch Installation Checklist to verify that the SmartPlant Instrumentation software is properly installed on the server and workstation computers.

SmartSketchInstallation and Configuration

Checklist

29.0.1 SSK Install Prerequisite SmartPlant Integration Software

29.1 SSK Install SmartPlant Schema Component software

29.2 SSK Install SmartPlant Client software

30.0 SPEL Configure SmartPlant Electrical for an Integrated Environment.

Before proceeding with the following sections, use the SmartPlant Electrical Installation Checklist to verify that the SmartPlant Electrical software is properly installed on the server and workstation computers.

30.0.1 SPEL Install Prerequisite SmartPlant Integration Software

30.1 SPEL Install SmartPlant Schema Component software

30.2 SPEL Install SmartPlant Client software

31.0 SPEL Configure the SmartPlant Electrical Integration Plant

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31.1 SPEM Associate P&ID

31.2 SPEM Register the SmartPlant Electrical plant with SmartPlant Foundation

31.3 SPEM Retrieve Plant Breakdown Structure from SmartPlant Foundation

32.0 SPI Configure SmartPlant Instrumentation for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant Instrumentation Installation Checklist to verify that the SmartPlant Instrumentation software is properly installed on the server and workstation computers.

32.0.1 SPI Install 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 SPI Retrieve Plant Breakdown Structure from SmartPlant Foundation

33.3 SPI Run To Do list

33.4 SPI Copy intools.ini to each machine

34.0 SPPID Configure SmartPlant P&ID for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant P&ID Installation Checklist to verify that the SmartPlant Instrumentation software is properly installed on the server and workstation computers.

34.0.1 SPPID Install 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


36.0 SPEM Configure SmartPlant Engineering Manager for an Integrated Environment

Before proceeding with the following sections, use the SmartPlant Engineering Manager Installation Checklist to verify that the SmartPlant Enginerring Manager software is properly installed on the server and workstation computers.

33 1/23/2007]

36.0.1 SPEM Install Prerequisite SmartPlant Integration Software

36.1 SPEM Install SmartPlant Schema Component software

36.2 SPEM Install SmartPlant Client software

37.0 SPEL Configure the SmartPlant Engineering Manager Integration Plant


37.2 SPEM Register the SmartPlant Engineering Manager plant with SmartPlant Foundation


38.0 PDS Configure Plant Design System (PDS) for an Integrated Environment

Before proceeding with the following sections, use the Plant Design System (PDS) Installation Checklist to verify that the PDS software is properly installed on the server and workstation computers.

Plant Design System (PDS)Installation and Configuration

Checklist

38.0.1 PDS Install Prerequisite SmartPlant Integration Software

38.1 PDS Install SmartPlant Schema Component software

38.2 PDS Install SmartPlant Client software

38.3 SPFIn PDS Loader, set up a database connection that points to a specific folder where PDS data will be exported

38.4 PDSUse 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

34 1/23/2007]

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

Set Up the SmartPlant Instrumentation Database Server


1.0 SPI Load Operating System on SmartPlant Instrumentation Database Server

1.1 SPI Install Windows 2003 Server SP1 on the SmartPlant Instrumentation Database Server

If you are using Windows 2000 Server software, skip this section and go to Task Number 1.4.

1.2 SPI Load Windows 2003 Server SP1 . You can download the service pack from the Microsoft web site.

1.3 SPI Enable Network Access in Windows Server 2003

1.4 SPI Load Windows 2000 Server SP4If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.0. You can downlod the service pack from the Microsoft web sit.

2.0 SPI Configure the SmartPlant Instrumentation Database Server for Oracle


2.1 SPI Install and configure Oracle 10gR2 on the database server.

If you are using SmartPlant Instrumentation in a stand-alone environment, install Oracle Standard edition. If you are using SmartPlant Instrumentation in a Global Workshare environment, install Oracle Enterprise edition.

2.2 SPI Configure Oracle Networking.

The SmartPlant Instrumentation software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the

2.3 SPI

Verify the automatic startup of Oracle Database Services: Distributed Transaction Coordinator, Oracle MTS Recover Service, OracleService<SID >, OracleDBConsole<SID >, and Oracle<oracle_home >TNSListener.


2.4 SPI Create the Oracle Streams Tablespace.

2.5 SPI Create the Oracle Streams Administrator.

3.0 SPI Configure for MSSQL Server 2005If 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 SPI Install and configure MSSQL Server 2005 SP1 on the database server.

If you are using SmartPlant Instrumentation in a stand-along environment, install SQL Server 2005 Standard edition. If you are using SmartPlant Instrumentation in a Global Workshare Envornment, install SQL Server 2005 Enterprise edition. Microsoft SQL S

3.2 SPI Verify automatic startup of MSSQL Server 2005 services.


SmartPlant Enterprise Installation & Setup of SmartPlant Instrumentation (SPI)

35 1/23/2007]






3.3 SPI Register the database server in the Enterprise Manager console.

3.4 SPI Assign system administrator privileges.

S

4.0 SPI Install Prerequisite Software on SmartPlant Instrumentation Database Server

4.1 SPI 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 SPI MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.3 SPI MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.4 SPI Internet Explorer 6.0 Service Pack 1 Delivered 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 SPI Install 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 SPI Install MSSQL Server 2005 Client Software on the SmartPlant Instrumentation Workstation


6.1 SPI 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 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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7.0 SPI Install Prerequisite Software on the SmartPlant Instrumentation Workstation

7.1 SPI 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.

7.2 SPI MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.3 SPI MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.4 SPI Internet Explorer 6.0 Service Pack 1 Delivered 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 2003 Excel 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 Component Delivered on SmartPlant Enterprise DVD. Must be installed prior to SmartPlant Client.

7.9 SPI SmartPlant Client Delivered on SmartPlant Enterprise DVD.

8.0 SPI Install SmartPlant Instrumentation Client Software

8.1 SPI Install SmartPlant Instrumentation Reference Data. Delivered on SmartPlant Enterprise DVD.

8.2 SPI Install the SmartPlant Instrumentation Client software. Delivered on SmartPlant 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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9.3 SPI Update statistics and register items

1 1

10.0 SPI Configure the SmartPlant Instrumentation Integration Plant

For guidelines about integrating SmartPlant Instrumentation,see the SmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure SmartPlant Instrumentation for an



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Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant Lincense Manager User and Installation Guide.

Setting up the SPLM License Server

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

1.0 SPLM Load 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 installation and license seat usage authentication depends on the information gathered from the physical hardware. Any aut

1.1 SPLM Install 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 SPLM Install 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 SPLM Install 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 List This only applies to Windows XP SP2 and Windows 2003 SP 1 systems.

Configuring Windows Firewall in Windows XP SP 2 andWindows 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 SPLM Send the Machine ID to Intergraph and request the license key

Requesting a License Key for the License Server

2.5 SPLM Install the license key Install 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


3.0 SPLM Load Operating System on SPLM Client Machine


3.1 SPLM Install Windows 2000 SP4 on the SPLM client machine If you are using Windows XP software, skip this section and go to Task Number 3.2.


SmartPlant Enterprise Installation & Setup of SmartPlant License Manager (SPLM)

Setting up the SPLM Client Machine

39 1/23/2007]






3.2 SPLM Install Windows XP SP2 on the SPLM client machine If you are using Windows 2000 software and have completed Task Number 3.1, skip this section and go to Task Number 4.0.

4.0 SPLM Install and Configure License Manager Software on the Client Machine All these tasks requires an account with administrator privilege.

4.1 SPLM Install SmartPlant License Manager 2007 (9.0) on the client machine


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


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


5.0 SPLM Install SPLM 2007 (9.0) on Top of the Previous Version

It's not required to regenerate a new Machine ID nor install a new license key. This task requires an account with administrator privilege.



6.0 SPLM Load the Operating System on the Laptop

6.1 SPLM Install Windows 2000 SP4 on the SPLM client machine If you are using Windows XP software, skip this section and go to Task Number 6.2.

6.2 SPLM Install Windows XP SP2 on the SPLM client machine If you are using Windows 2000 software and have completed Task Number 6.1, skip this section and go to Task Number 7.0

7.0 SPLM Install and Configure License Manager Software

All these tasks requires an account with administrator privilege.

Setting up the SPLM Server and Client on a Laptop

Upgrading from SPLM 8.0

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7.1 SPLM Install SmartPlant License Manager 2007 (9.0) on the license server


7.2 SPLMAdd pdlice.exe in the Windows Firewall Exception List. This only applies to Windows XP SP2 and Windows 2003 SP 1 systems


7.3 SPLM Install Microsoft Loopback Adapter and define a fixed IP address

Installing SmartPlant License Manager on a Standalone System

7.4 SPLM Generate the Machine IDDisable all the network connections except the loopback adapter before generating the Machine ID. Do not attempt to generate the Machine ID more than once.


7.5 SPLM Send the Machine ID to Intergraph and request the license key


7.6 SPLM Install the license key Install 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

41 1/23/2007]

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

Set up the Server or Client Computer\

\


1.0 SmartPlant Markup Install Operating System Hardware and Software

Requirements

1.1 Windows 2000 Install Microsoft Windows 2000 Service Pack 4 If you are using Microsoft XP Professional Service Pack 2, go to Task Number 1.2.

1.2 Windows XP Professional

Install Microsoft XP Professional Server Service Pack 2.

\

2.0 SmartPlant Markup Install 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 Internet Explorer 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.

\

SmartPlant Markup Installation & Configuration Checklist


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.

42 1/23/2007]




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Install SmartPlant Markup\


3.0 SmartPlant Markup

Install SmartPlant Markup from the SmartPlant Enterprise DVD

If you are installing SmartPlant Markup from the Web, go to Task Number 5.0.

Install SmartPlant Markup from a CD


3.2Click Information Management Software in the SmartPlant Enterprise Installation window to access the SmartPlant Markup Installation.

3.3 Accept 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 Components option 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.\

4.0 SmartPlant Markup Configure Web Server Settings

If you installed SmartPlant Markup on a server machine, you should follow the procedure below before installing from this server onto other workstations.

Configure Web Server Settings

4.1 Allow Anonymous Access for the SPMarkup virtual directory in Microsoft Management Console.

4.2 Add SmartPlant Markup to the Windows Firewall Exceptions list. The program to add is: <install_directory>\Bin\dmredl.exe.

4.3Use the Windows Firewall Advanced tab to allow the client to access the Web Server (HTTP) and Secure Web Server (HTTPS) services.

\

5.0 SmartPlant Markup Install SmartPlant Markup from the 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 from the Web

5.1 Configure Automatic Web UpgradesIf 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 Types\


6.0 SmartPlant Markup Associate file types with SmartPlant Markup. These associations specify which file types are to be

opened in SmartPlant Markup by default. Associating File Types

6.1 From the Start menu, click All Programs > Intergraph 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 Options dialog box available by clicking Tools > Options.

6.2 Indicate 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.

\

44 1/23/2007]

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

Set Up the SmartPlant P&ID Database Server

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

1.0 SP-P&ID Load Operating System on SmartPlant P&ID Database Server

1.1 SP-P&ID Load Windows 2003 Server SP1If you are using Windows 2000 Server software, skip this section and go to Task Number 1.3. You can download the service pack from the Microsoft web site.

1.2 SP-P&ID Enable Network Access in Windows Server 2003

1.3 SP-P&ID Load Windows 2000 Server SP4If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.0. You can downlod the service pack from the Microsoft web sit.

2.0 SP-P&ID Configure the SmartPlant P&ID Database Server for Oracle


2.1 SP-P&ID Install and configure Oracle 10gR2 on the database server

If you are using SmartPlant P&ID in a stand-alone environment, install Oracle Standard edition. If you are using SmartPlant P&ID in a Global Workshare environment, install Oracle Enterprise edition.

2.2 SP-P&ID Configure Oracle Networking

The SmartPlant P&ID software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the client appl

2.3 SP-P&ID

Verify the automatic startup of Oracle Database Services: Distributed Transaction Coordinator, Oracle MTS Recover Service, OracleService<SID >, OracleDBConsole<SID >, and Oracle<oracle_home >TNSListener


2.4 SP-P&ID Create the Oracle Streams Tablespace

2.5 SP-P&ID Create the Oracle Streams Administrator

3.0 SP-P&ID Configure for MSSQL Server 2005If 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 SP-P&ID Install and configure MSSQL Server 2005 SP1 on the database server

If you are using SmartPlant P&ID in a stand-along environment, install SQL Server 2005 Standard edition. If you are using SmartPlant P&ID in a Global Workshare Envornment, install SQL Server 2005 Enterprise edition. Microsoft SQL Server 2005 requires XM

3.2 SP-P&ID Verify automatic startup of MSSQL Server 2005 services

3.3 SP-P&ID Register the database server in the Enterprise Manager console

3.4 SP-P&ID Assign system administrator privileges

SmartPlant Enterprise Installation & Setup of SmartPlant P&ID (SPPID)


45 1/23/2007]






S

4.0 SP-P&ID Install Prerequisite Software on SmartPlant P&ID Database Server

4.1 SP-P&ID 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 SP-P&ID MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.3 SP-P&ID MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

4.4 SP-P&ID Internet Explorer 6.0 Service Pack 1 Delivered 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&ID Install 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 Verify startup of the Oracle Client Services

6.0 SP-P&ID Install MSSQL Server 2005 Client Software on the SmartPlant P&ID Workstation


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&ID Install Prerequisite Software on the SmartPlant P&ID Workstation

7.1 SP-P&ID 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.

Set Up the SmartPlant P&ID Workstation Computer

46 1/23/2007]






7.2 SP-P&ID MSXML 4.0 SP2 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.3 SP-P&ID MSXML 4.0 Hotfix KB832414 Delivered on the SmartPlant Enterprise DVD under Prerequisite Software.

7.4 SP-P&ID Internet Explorer 6.0 Service Pack 1 Delivered 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 2003 Excel 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 Component Delivered 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

8.0 SP-P&ID Install SmartPlant P&ID Client 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 ResourcesNot available on CD AutoPlay. Navigate to the 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.

47 1/23/2007]






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 Site 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&ID Create IFC permission group folder and permission group

10

11.0 SP-P&ID Configure the SmartPlant P&ID Integration Plant

For guidelines about integrating SmartPlant P&ID, see the SmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure the SmartPlant P&ID for an Integrated Environment


48 1/23/2007]

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

Set Up Licensing for SmartPlant Review


1.0 SPLM Install SmartPlant License Manager 9.0.2 on the site license server

See the SmartPlant License Manager Installation and Configuration Checklist. (SPLMInstall_Checklist.xls)

2.0 SPLMInstall and configure SmartPlant License Manager Client 9.0.2 on individual SPR workstations



3.0 SPR Install supported operating system See 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 4 To run SmartPlant Review on Windows 2000, users must be members of the Power User or Administrators permissions groups.

3.3 SPR Microsoft Windows 2000 Server Service Pack 4 and Advanced Server Enable 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, available from Micr

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

Software Versions: 6.2

SmartPlant Enterprise Installation & Setup of SmartPlant Review (SPR)

Set Up the SmartPlant Review Workstation Computer

49 1/23/2007]

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

Set Up Licensing for SmartPlant Review



SmartPlant Enterprise Installation & Setup of SmartPlant Review (SPR)

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 Modules Add Individual Modules After Installing the Core Product


6.0 SPR Configure SmartPlant Review for an integrated environment

For guidelines about integrating SmartPlant Review, see theSmartPlant Enterprise Installation & Setup of Foundation (SPF) checklist.

Configure SmartPlant Review for an Integrated Environment


50 1/23/2007]

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant Review Publisher Installation Guide.


1.0 SPRPub Install operating system Install 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 SPRPub Microsoft Windows 2000 Server Service Pack 4 and Advanced Server Enable TCP/IP.

1.4 SPRPub Microsoft Windows 2003 Server Service Pack 1 or R2

2.0 SPRPub Install Prerequisite Software SmartPlant 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 Prerequisite Software.

2.3 SPRPub Microsoft 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 Mapping command 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 1 Required for viewing the online documentaiton delivered with the software.

2.6 SPRPub Adobe 7.0 Reader Delivered on the product CD.Required to view the License Agreement and Printable Guides.

3.0 SPRPub Install SmartPlant Review Publisher Software Install 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 SPRPub Install SmartPlant Review Publisher Service (SPRPubService) Install and start this service on each subscriber's computer. Configuring SmartPlant Review

Publisher Service


SmartPlant Enterprise Installation & Setup of SmartPlant Review Publisher (SPRPub)

Set Up the SmartPlant Review Publisher Workstation Computer

51 1/23/2007]

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant Review Publisher Installation Guide.


SmartPlant Enterprise Installation & Setup of SmartPlant Review Publisher (SPRPub)


5.0 SPRPub Configure 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


52 1/23/2007]

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

Set Up Licensing for Smart Sketch


1.0 SPLM Install SmartPlant License Manager 9.0.2 on the site license server.

Some SmartSketch installations do not require SmartPlant License Manager. Ask your System Administrator or contact Intergraph Support Services if you have a question about SmartSketch licensing requirements.


2.0 SPLMInstall and configure SmartPlant License Manager Client 9.0.2 on individual SmartSketch workstations.

Some SmartSketch installations do not require SmartPlant License Manager. Ask your System Administrator or contact Intergraph Support Services if you have a question about SmartSketch licensing requirements.



3.0 SSK Install supported operating systemSee the documentation that came with your operating system.

3.1 SSK Microsoft Windows XP Professional Service Pack 2

3.2 SSK Microsoft Windows 2000 Professional Service Pack 4 To run SmartSketch on Windows 2000, users must be members of the Power User or Administrators permissions groups.

3.3 SSK Microsoft Windows 2000 Server Service Pack 4 and Advanced Server Enable TCP/IP.

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 1 Required for viewing the online documentaiton delivered with the software.

Hardware and Software Recommendations

4.2 SSK Adobe Reader 7.0 Delivered on the product CD.Required to view the License Agreement and Printable Guides.

5.0 SSK Install SmartSketch Software Install SmartSketch

5.1 SSK Install SmartSketch Options Add and Remove Options After Installing the Core Product

SmartPlant Enterprise Installation & Setup of SmartSketch (SSK)

Set Up the SmartSketch Workstation Computer


53 1/23/2007]

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

Set Up Licensing for Smart Sketch


SmartPlant Enterprise Installation & Setup of SmartSketch (SSK)



6.0 SSK Configure SmartSketch for 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 Integrated Environment


54 1/23/2007]

smart plant enterprise install checklist

Documents