Professional Documents
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Installation Guide
September 2002 Version 3.0
DSP3D-PE-200019A
Copyright
Copyright 2002
Intergraph Corporation
All Rights Reserved
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license
agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by
copyright and trade secret law and may not be provided or otherwise made available without proper authorization.
Trademarks
Intergraph, the Intergraph logo, SmartSketch, FrameWorks, SmartPlant and INtools are registered trademarks and
PDS and MARIAN are trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of
Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems Inc. AutoCAD is a registered
trademark of AutoDesk. Solid Edge is a trademark of Unigraphics Solutions, Inc. ISOGEN is a registered trademark
of Alias Limited. Other brands and product names are trademarks of their respective owners.
Table of Contents
Table of Contents
Preface ................................................................................................................................ 6
Third-Party Integration.................................................................................................... 8
Preface
This document is an installation guide for SmartPlant 3D Administrator, SQL
Server Data, and Workstation. The purpose of this document is to explain how to
install and configure SmartPlant 3D for Microsoft Windows 2000 Professional
and Microsoft 2000 Server, and all necessary prerequisite software. This document is
delivered in .pdf format and requires Adobe Acrobat Reader to view. Adobe
Acrobat Reader is delivered on the SmartPlant 3D Prerequisite CD.
Note
This document does not cover basic Windows 2000 Server, Windows
2000 Advanced Server, Windows 2000 Professional, or SQL Server 2000
operation. Refer to those products' printed documentation for basic
operation information.
You can find the most recent guides and online Help in the Help directory
on the SmartPlant 3D product CD. Copy the updated files from the Help
directory on the CD to the Common\Help directory on the workstation
machines.
Welcome to SmartPlant
The Intergraph Process, Power & Offshore SmartPlant family of process industry
solutions is discipline-specific software that provides an integrated solution for the
entire plant life cycle. SmartPlant provides knowledge-based, intuitive, easy-to-use,
accessible, flexible, and data-driven tools that support global workflows. With
SmartPlant, users can create information and provide data to multiple users at any
moment. From these products, users are empowered to create logical and physical
definitions of the plant model and have access to plant data from conceptual design
through decommissioning.
Session files are used by SmartPlant 3D to empower users to define their own view of
objects in the database. Its Project Management task enables users to administer
and restrict user permissions to areas within the design catalog and the plant model.
The optimistic locking feature in SmartPlant 3D makes it possible for users to work
concurrently in the same environment and with the same component, whether it's
specific to plant design or associated with the relationship of the components
themselves. Additional features such as angle locking and interference checking make
SmartPlant 3D the ideal software to manage system performance and maintain design
intent.
Related Topics
Preface, page 6
Third-Party Integration
Equipment Modeling Capability
Although an extensive library of symbols is delivered in the [Product
Directory]\Catalog Data\Symbols folder on the administrator machine, you can
customize additional three-dimensional symbols for your company using the Visual
Basic Symbol Wizard or Solid Edge. Two-dimensional symbols for structural
cross-sections are delivered in the CatalogData\Symbols\CrossSections folder. You
can create your own two-dimensional cross-section symbols using the SmartPlant
2D Symbols application.
The Visual Basic Symbol Wizard allows you to create and customize three-
dimensional symbols that fit your company or project. The wizard produces a Visual
Basic project for building the symbol ports and graphics, and generates an Excel
workbook for bulkloading the symbol data into the Catalog database.
SmartPlant 3D also integrates with Solid Edge to provide users with parametric
modeling and assembly design capabilities. With Solid Edge, users can build
intelligent equipment reference data libraries of base parts that can be placed into the
SmartPlant 3D model. An entire catalog of standard equipment can be modeled with
Solid Edge, as well as custom, one-of-a-kind equipment for specific plants. Solid
Edge's design assistance automatically monitors how close the assemblies match
design objectives and comply with design rules. Solid Edge and SmartPlant 3D use
the same user interface paradigms, including SmartLocate, SmartStep, and
QuickPick, making Solid Edge a natural addition to the SmartPlant 3D product suite.
Optimal knowledge of Assembly is required to maximize this capability.
You can create member cross-sections using the SmartPlant 2D Symbols application.
This application allows you to define different representations for the cross-section
using layers. You also can define variables to drive the dimensions of the cross-
section symbol.
For more information on SmartPlant 3D's equipment modeling capabilities, see either
the SmartPlant 3D Reference Data Guide or the SmartPlant 2D Symbols User's
Guide available from the Help > Printable Guides command in the software.
Related Topics
Welcome to SmartPlant, page 7
Before continuing with the installation of SmartPlant 3D, confirm that the
administrator, server and workstation machines meet the recommended guidelines for
disk partitioning and meet both hardware and software requirements.
Related Topics
Hardware Requirements, page 11
Software Requirements and Loading Order, page 13
2. Ensure that the partition where the SQL Server data files will be stored has
sufficient space. The system requires 120 MB to create a new set of databases
and a small model will take a minimum of 250-300 MB. Intergraph PPO
recommends that you have at least 1.0 GB of free space for database storage.
You also will need additional disk space if you intend to use other products, such as
Visual Basic 6.0 with Visual Studio Service Pack 5, and/or Solid Edge version 10.
Please consult your system administrator for this and additional software not provided
by Intergraph PPO.
Warning
Do not continue with the installation of SmartPlant 3D until enough disk
space is free on the workstation, administrator, or server machine as stated
in the aforementioned procedure.
Related Topics
Disk Partitioning Guidelines, page 10
Hardware Requirements
For optimal viewing and performance results of SmartPlant 3D, the following
minimum hardware requirements are advised:
1
Denotes items provided by Intergraph PPO on the Intergraph SmartPlant 3D
Prerequisite CD.
2
Microsoft SQL Server 2000 Client tools and SQL Server 2000 SP2 are only required
for the Workstation installation if the Project Management option is installed;
otherwise, they are not integral to the default Workstation installation.
Important
SmartPlant 3D guidelines require that you load your workstation,
administrator, or server with the specific versions of software listed above.
Earlier or later versions may not work. Do not proceed with the
SmartPlant 3D installation if the versions of the products installed on the
system do not match versions specified in the previous table. If it is
necessary to regress or update a software component to match the above
versions, contact your system support personnel.
The following software packages are required for SmartPlant 3D to run optimally:
1. Microsoft Windows 2000 Server, Advanced Server or Professional
2. Microsoft Windows 2000 SP2
3. Microsoft Internet Explorer 6.0
4. Microsoft Office 2000
5. Microsoft Data Access Components (MDAC) 2.6 SP1, Microsoft SQL Server
2000, and/ or Microsoft SQL Server 2000 Client Tools
Important
Do not skip any restarts recommended by the system. Doing so can have
unintended consequences.
SmartPlant 3D Installations
Three installation options exist for SmartPlant 3D:
SmartPlant 3D Workstation
SmartPlant 3D Administrator
SmartPlant 3D SQL Server Data.
Only specific configurations can exist simultaneously on the same machine, as
outlined in the following table:
SmartPlant 3D
Workstation
(with or without SmartPlant 3D SmartPlant 3D
the Project Administrator SQL Server Data
Management
Option)
SmartPlant 3D
N/A No Yes
Workstation
SmartPlant 3D
No N/A Yes
Administrator
SmartPlant 3D
Yes Yes N/A
SQL Server Data
Note
If you wish to have the functionality of both the Administrator and
Workstation builds on the same machine, you should install SmartPlant
3D Workstation and include the Project Management option as part of the
installation select set.
Related Topics
Hardware and Software Requirements, page 10
Cableway X X
Catalog X X
Common X X
Drawings X X
Grids X
HVAC X
Piping X
Piping Manufacturing X
Reports X
Space Management X
Structure X
2D Symbols X X
Important
SmartPlant 3D Workstation and Administrator software should not be
installed on the same system. If you want to use the many tasks contained
in the Workstation software, as well as the functionalities included in the
Administrator software, you should only install the Workstation software
and include the optional Project Management component; otherwise,
install only the default components of the Workstation software.
This section describes how to install Intergraph SmartPlant 3D and its prerequisite
software on a computer running the Microsoft Windows 2000 Professional operating
system. Before beginning the installation process, verify that the workstation meets
the specifications described in Hardware Requirements, page 11 and Software
Requirements and Loading Order, page 13.
Related Topics
Install SmartPlant 3D Workstation, page 31
Important
Before beginning the installation process, verify that the workstation
meets the specifications described in Hardware Requirements, page 11.
For optimal performance, Intergraph PPO recommends installing
SmartPlant 3D on systems running on a Windows 2000 platform. You
must have all SmartPlant 3D prerequisites installed in order to run the
SmartPlant 3D Workstation setup. For more information regarding
software specifications, see Software Requirements and Loading Order,
page 13.
You must have administrative privileges on the workstation machine to
start the installation. See the online Help for Microsoft Windows 2000 for
instructions on how to establish administrative privileges.
The SmartPlant 3D Workstation and Administrator setups should not be
installed on the same system.
Related Topics
Installing SmartPlant 3D Workstation, page 17
the information does not match the picture, perform the steps in the next section
to install SP2.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Installing SmartPlant 3D Workstation, page 17
Tip
If the operating system does not have an existing Internet connection
method, the Internet Connection Wizard appears. Consult your system
administrator to establish a connection.
3. If the version is not correct, follow the steps in the next section to install Internet
Explorer 6.0.
Tip
The About Internet Explorer dialog box should display Version
6.0.2600.0000.
11. Click OK to close the About Internet Explorer dialog box.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Important
Approximately 310 MB of hard disk space is required to load Office 2000
Standard Edition.
1. Insert the Microsoft Office 2000 CD.
2. Double-click Setup.exe.
3. Enter the appropriate User name, Initials, and Organization information.
4. Click Next on the Welcome to Microsoft Office 2000 page.
5. Click I accept the terms in the License Agreement to accept the License
Agreement.
6. Click Next.
7. Click Customize.
8. Select the installation location.
9. Click Next.
10. Expand the hierarchy for Microsoft Office.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Installing SmartPlant 3D Workstation, page 17
Important
If you intend to include the Project Management software as part of the
workstation setup, skip this procedure and move on to Install Microsoft
SQL Server 2000 Client Tools, page 26. MDAC 2.6 Service Pack 2 (SP2)
is automatically installed on the system with SQL Server 2000 Client
Tools.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Important
Installation of Microsoft SQL Server 2000 Client Tools is optional for a
workstation. If you are installing the SmartPlant 3D Project Management
software on your local workstation, you must also install SQL Server 2000
Client Tools. If you do not plan to run the Project Management task from
the workstation and previously installed MDAC 2.6 SP1 as outlined in
Install Microsoft Data Access Components 2.6 Service Pack 1, page 25,
skip to Verify Automatic Startup of Microsoft Data Transaction
Coordinator, page 28 to continue with the SmartPlant 3D Workstation
setup process.
Warning
SQL Server 2000 is a separately licensed Microsoft product. Make sure
you have a valid license for Microsoft SQL Server 2000 Client Tools
software
Related Topics
Installing SmartPlant 3D Workstation, page 17
Important
Installation of Microsoft SQL Server 2000 Client Tools and SQL Server
2000 SP2 is optional for a workstation. If you are installing the
SmartPlant 3D Project Management software on your local workstation,
you must install SQL Server 2000 Client Tools and SP2. If you are not
planning to run the Project Management task from the workstation, skip
Related Topics
Installing SmartPlant 3D Workstation, page 17
Tip
You can also right-click My Computer and select Manage. In the
Computer Management window, expand the Services and
Applications node and click Services.
2. Locate Distributed Transaction Coordinator in the list of services, and verify
that the Status is set to Started and Startup Type is set to Automatic.
3. If the Distributed Transaction Coordinator service is not started, follow the steps
in the next section to start the service; otherwise, proceed to Install the Three-
Button Mouse Driver, page 30.
Start MSDTC
1. If the Services window is not open, click Start > Settings > Control Panel >
Administrative Tools, and double-click Services.
2. To change the Status or Startup Type, right-click on the Distributed
Transaction Coordinator service, and select Properties from the shortcut menu.
3. On the General tab, select Automatic from the Startup type list.
4. In the Service status section, click Start.
5. Click OK.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Related Topics
Installing SmartPlant 3D Workstation, page 17
SmartPlant 3D version 3.0 has not been certified with other Intergraph
PPO software installed on the same system. It is not recommended to
install other Intergraph PPO software with the SmartPlant 3D application.
If it is necessary to install both SmartSketch and SmartPlant 3D version
3.0 on the same system, it is recommended to install SmartSketch before
installing the SmartPlant 3D application.
If you intend to use Unigraphics Solid Edge Version 10 on a workstation
machine, you must install it prior to running the SmartPlant 3D
Workstation setup.
Caution
The selected disk partition must be formatted using an NTFS (not FAT
16/32) file system. Verify the file system for the desired partition using
Disk Management under Microsoft Windows 2000 Administrative
Tools. If the partition is formatted with a FAT 16/32 file system, contact
your system administrator to have it converted to a NTFS before
commencing the SmartPlant 3D installation.
1. Click Start > Settings > Control Panel.
2. Double-click Administrative Tools, and then double-click Computer
Management.
3. In the console tree under Storage, click Disk Management.
4. Select the disk partition on which you want to install SmartPlant 3D.
5. Right-click the disk partition and select Properties on the shortcut menu.
6. Verify that 519 MB or greater free hard drive space is available on the partition in
which you plan to install SmartPlant 3D Workstation.
Prerequisite Software
Ensure the proper SmartPlant 3D prerequisite software has been installed on the
workstation according to the instructions outlined in Software Requirements and
Loading Order, page 13.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Important
Restart the computer to complete the installation.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Cableway X X
Catalog X X
Common X X
Drawings X X
Grids X
HVAC X
Piping X
Piping Manufacturing X
Reports X
Space Management X
Structure X
2D Symbols X X
Important
SmartPlant 3D Administrator and Workstation software should not be
installed on the same system. If you want to use the functionalities of the
Administrator software and the additional tasks included in the
Workstation software, you should only install the Workstation software
and include the optional Project Management component; otherwise, only
install the Administrator software.
This section describes how to install Intergraph SmartPlant 3D and its prerequisite
software on an administrator machine running the Microsoft Windows 2000
Professional operating system. Before beginning the installation process, verify that
the system meets the specifications described in Hardware Requirements, page 11
and Software Requirements and Loading Order, page 13.
Related Topics
Install SmartPlant 3D Administrator, page 49
Prerequisite Software for SmartPlant 3D Administrator, page 37
Important
Before beginning the installation process, verify that the administrator
machine meets the specifications described in Hardware Requirements,
page 11.
For optimal performance, Intergraph PPO recommends installing
SmartPlant 3D on systems running on a Windows 2000 platform. You
must have all SmartPlant 3D prerequisites installed in order to run the
SmartPlant 3D Administrator setup. For more information regarding
software specifications, see Software Requirements and Loading Order,
page 13.
You must have administrative privileges on the administrator machine to
start the installation. See the online Help for Microsoft Windows 2000 for
instructions on how to establish administrative privileges.
The SmartPlant 3D Administrator and Workstation setups should not be
installed on the same system.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Related Topics
Installing SmartPlant 3D Administrator, page 36
Installing SmartPlant 3D Workstation, page 17
Tip
If the operating system does not have existing Internet connection method,
the Internet Connection Wizard appears. Consult your system
administrator to establish a connection.
3. If the version is not correct, follow the steps in the next section to install Internet
Explorer 6.0.
Tip
The About Internet Explorer dialog box should display Version
6.0.2600.0000.
11. Click OK to close the About Internet Explorer dialog box.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Important
Approximately 310 MB of hard disk space is required to load Office 2000
Standard Edition.
1. Insert the Microsoft Office 2000 CD.
2. Double-click Setup.exe.
3. Enter the appropriate User name, Initials, and Organization information.
4. Click Next on the Welcome to Microsoft Office 2000 page.
5. Click I accept the terms in the License Agreement to accept the License
Agreement.
6. Click Next.
7. Click Customize.
8. Select the installation location.
9. Click Next.
10. Expand the hierarchy for Microsoft Office.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Installing SmartPlant 3D Workstation, page 17
Warning
SQL Server 2000 is a separately licensed Microsoft product. Make sure
you have a valid license for Microsoft SQL Server 2000 Client Tools
software.
Tip
If the compact disc does not autorun, double-click Autorun.exe in the
root directory of the compact disc.
2. On the Microsoft SQL Server Installation page, click SQL Server 2000
Components.
3. Click Install Database Server.
4. On the Welcome page, click Next.
5. On the Computer Name page, select the Local Computer option, and then click
Next.
6. On the Installation Selection page, select Create a new instance of SQL
Server, or install Client Tools, and then click Next.
7. Follow the directions on the User Information, Software License Agreement,
and related pages.
8. On the Installation Definition pages, select Client tools only, and then click
Next.
9. On the Select Components pages, accept the defaults, and then click Next.
10. On the Start Copying Files pages, click Next.
Note
The status bar displays the progress as the SQL Server 2000 files are
copied to the administrator machine. Once the files are installed, the
installation script will take a few minutes to start or stop some
services, register components, and perform other configuration tasks.
11. Click Finish on the Setup Complete page. The SQL Server 2000 installation is
complete.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Warning
Microsoft SQL Server 2000 Client Tools must be installed on the
administrator machine prior to installing SQL Server 2000 SP2. If you
have not installed Microsoft SQL Server 2000 Client tools, refer to Install
Microsoft SQL Server 2000 Client Tools, page 26 before proceeding.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Start MSDTC
1. If the Services window is not open, click Start > Settings > Control Panel >
Administrative Tools, and double-click Services.
2. To change the Status or Startup Type, right-click on the Distributed
Transaction Coordinator service, and select Properties from the shortcut menu.
3. On the General tab, select Automatic from the Startup type list.
4. In the Service status section, click Start.
5. Click OK.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Related Topics
Installing SmartPlant 3D Workstation, page 17
Prerequisite Software
Ensure the proper SmartPlant 3D prerequisite software has been installed on the
workstation machine according to the instructions outlined in Software Requirements
and Loading Order, page 13.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Tip
If the CD does not start automatically, double-click Setup.exe in the
root directory of the CD.
2. Select SmartPlant 3D Administrator Installation.
3. Click Next on the SmartPlant 3D Administrator Setup page.
4. On the License Agreement page, select I accept the license agreement, and then
click Next.
5. Click Next on the Readme Information page.
6. In the Full Name and Organization boxes enter text on the User Information
page, and then click Next.
7. On the Select Features page, select the product features and the location where
you want SmartPlant 3D installed:
Click Browse.
Select the directory location for SmartPlant 3D.
Click OK.
8. Click Next.
9. Click Next on the Ready to Install the Application page to begin installing
SmartPlant 3D Administrator.
10. On the SmartPlant 3D Administrator Setup page, click Finish to exit the
SmartPlant 3D Administrator installation sequence.
Important
Restart the computer to complete the installation.
Related Topics
Installing SmartPlant 3D Administrator, page 36
During the SmartPlant 3D SQL Server Data installation process a share is created in
[ProductDirectory]\CatalogData\Symbols with the permission set to Everyone as
Full Control. Additionally, the template files for the SmartPlant 3D databases are
installed, and the Name Generation Service is also configured.
Important
Before beginning the installation process, verify that the server meets the
specifications described in Hardware Requirements, page 11.
For optimum performance, we recommend you have all SmartPlant 3D
prerequisites installed in order to run the SmartPlant 3D SQL Server Data
setup. For more information regarding software specifications, see
Software Requirements and Loading Order, page 13.
You must have administrative privileges on the server to start the
installation. See the online Help for Microsoft Windows 2000 for
instructions on how to establish administrative privileges.
Related Topics
Install SmartPlant 3D SQL Server Data, page 62
Important
Before beginning the installation process, verify that the server machine
meets the specifications described in Hardware Requirements, page 11.
For optimal performance, Intergraph PPO recommends installing
SmartPlant 3D on systems running on a Windows 2000 platform. For
more information regarding software specifications, see Software
Requirements and Loading Order, page 13.
Related Topics
Installing SmartPlant 3D SQL Server Data, page 53
8. If the Windows 2000 Configure Your Server dialog box appears, close it.
9. Click Start > Run.
10. Type winver in the Open text box.
11. In the About Windows dialog box, verify that Microsoft Windows 2000 SP2 is
installed.
12. Click OK to close the About Windows dialog box.
Related Topics
Installing SmartPlant 3D Administrator, page 36
Installing SmartPlant 3D SQL Server Data, page 53
Tip
If the operating system does not have predefined Internet connection
method, the Internet Connection Wizard appears. Consult your system
administrator to establish a connection.
3. If the version is not correct, follow the steps in the next section to install Internet
Explorer 6.0.
Tip
The About Internet Explorer dialog box should display Version
6.0.2600.0000.
11. Click OK to close the About Internet Explorer dialog box.
Related Topics
Installing SmartPlant 3D SQL Server Data, page 53
Warning
SQL Server 2000 is a separately licensed Microsoft product. Make sure
you have a valid license for Microsoft SQL Server 2000 software.
1. Insert the Microsoft SQL Server 2000 CD.
Tip
If the compact disc does not launch automatically, double-click
Autorun.exe in the root directory of the compact disc.
2. On the Microsoft SQL Server 2000 Installation window, click SQL Server
2000 Components.
3. Click Install Database Server.
4. On the Welcome page, click Next.
5. On the Computer Name page, select Local Computer.
6. Click Next.
7. On the Installation Selection page, select Create a new instance of SQL Server
or install Client Tools, and then click Next.
8. Follow the instructions on the User Information and Software License
Agreement pages.
9. On the Installation Definition page, select Server and Client Tools, and then
click Next.
Tip
Approximately 208KB of free space is initially required; however, a
typcial installation requires approximately 151MB of space on the
system page, regardless of the location of the program or data files.
10. On the Instance Name page, select Default and click Next.
11. Make the following selections on the Setup Type page:
18. Click Finish on the Setup Complete page. The SQL Server 2000 installation is
complete.
Related Topics
Installing SmartPlant 3D SQL Server Data, page 53
Warning
Microsoft SQL Server 2000 must be installed on the server machine prior
to installing SQL Server 2000 SP2. If you have not installed Microsoft
SQL Server 2000, refer to Install Microsoft SQL Server 2000, page 58
before proceeding.
Tip
If the CD does not start automatically, double-click Setup.exe in the
root directory of the CD.
2. On the SmartPlant 3D Prerequisite Software Installation window, click
Server Prerequisites.
3. Select Microsoft SQL Server 2000 Service Pack 2.
4. On the Welcome page, click Next.
5. On the Software License Agreement page, click Yes.
6. On the Instance Name page, click Next.
7. On the Start Copying Files page, click Next.
8. On the Connect to Server page, select The Windows information I use to log
on to my computer with (Windows Authentication) and click Next.
Tip
The status bar displays the progress as the component files are copied
to the workstation. Once the files are installed, the installation script
will take a few minutes to start or stop some services, register
components, and perform other configuration tasks.
9. On the page that says You should now backup your master and msdb
databases since this installation has updated their content, click Next.
10. Click Finish on the Setup Complete page. The SQL Server 2000 SP2 installation
is complete.
Important
Restart your machine to ensure that all settings take effect.
Related Topics
Installing SmartPlant 3D Workstation, page 17
Related Topics
Installing SmartPlant 3D SQL Server Data, page 53
Symbols directory and set the share permissions on the Sharing tab
and the disk access permissions on the Security tab to Full Control.
Tip
If you wish to select an alternative location, click Browse, navigate to
the desired directory location, and then click OK.
8. On the Server Access page, enter a username with the administrative privileges to
the server machine.
9. In the Password and Confirm Password fields, enter the user's correct password,
and then click Next.
10. Click Next on the Ready to Install the Application page to begin installing
SmartPlant 3D.
11. On the SmartPlant 3D SQL Server Data Setup page, click Finish to exit the
SmartPlant 3D SQL Server Data installation sequence.
Warning
If a "Name Generation service configuration failed." error message
displays, you must configure the name generation service manually. Refer
to the section entitled Install and Configure the COM+ Application on a
Windows 2000 Server, page 65 for more information.
Important
Restart the computer to complete the installation.
Related Topics
Installing SmartPlant 3D SQL Server Data, page 53
Important
This procedure is only necessary if you received the Name Generation
service configuration failed. Failed to update password in the
SP3DNameGenerator error message during the SmartPlant 3D SQL
Server Data installation process.
3. Expand the Component Services node under the Console Root, and then expand
the Computers and My Computer nodes.
6. Select Com+ Applications under the My Computer node, and then click
Action>New>Application on the horizontal toolbar. The COM+ Application
Install Wizard displays.
7. Click Next on the Welcome to the COM Application Install Wizard page.
8. Select Create an empty application on the Install or Create a New Application
page.
9. On the Create an Empty Application page, type SP3DNameGenerator in the
Enter a name for the new application text box.
10. Select Server application as the Activation type, and then click Next.
11. On the Set Application Identity page, enter the user name and password to set
the proper identity under which the COM+ application will run on the server, and
then click Next.
Note
This needs to be an account with Windows administrative privileges
on the server.
12. Click Finish to begin the installation.
Note
When installation completes, a SP3DNameGenerator node is placed
under COM+ Applications.
13. Next, expand the SP3DNameGenerator node to add/verify the existence of the
NTNameGenerator.UpdateNumber.1 component.
14. Expand the Components node. Verify the
NTNameGenerator.UpdateNumber.1 component appears. If it exists, skip to
step 19. If it does not exist, perform steps 15-18.
15. On the horizontal toolbar, click Action>New>Component. The COM
Component Installation Wizard displays.
16. Click Next on the Welcome to the COM Component Install Wizard.
17. Select Install new component(s) and browse for NTNameService.dll
Tip
The component .dll is located in [Product
Directory]:\CommanApp\Server\Bin.
18. Click Next on the Install new components page, and then click Finish to
complete the installation procedure.
Note
The Component Services window displays that the
NTNameService.UpdateNumber.1 component is installed in the
SP3DNameGenerator Application.
19. If you entered the user name and password on the Set Application Identity page
in step 11, then you are finished with this procedure. If you did not, perform steps
20-24.
20. Select the SP3DNameGenerator application icon.
21. Click Action>Properties, and then click on the Identify tab.
22. Select the This user: option.
23. Enter the user and password to set the proper identity under which the COM+
application will run on the server.
Note
This needs to be an account with Windows administrative privileges
on the server.
24. Click OK to complete the configuration procedure.
Warning
For optimum performance, install Unigraphics Solid Edge Version 10
prior to running either the SmartPlant 3D Workstation or Administrator
setup on your system.
Consult the necessary documentation or contact your local system support personnel
for assistance with third-party software installation.
Important
The proper license should be secured for each of these products.
Related Topics
Welcome to SmartPlant, page 7
Important
Administrative privileges are required for the following utilities to run
correctly and for you to change necessary items.
The Catalog database and Catalog schema databases contain the reference data
information, which includes physical dimensions and industry standards. Catalog and
Plant databases share the same Catalog schema database.
You can create a new Catalog database and Catalog schema database from a data file
delivered with the software. The data file contains the definition of a catalog of
business objects, including specific sizes of pipes, pipe specifications, steel section
sizes, and so forth. You can modify the delivered reference data by editing and
bulkloading Microsoft Excel workbooks.
You can view the Site database in the Project Management task, and you can view
the Catalog database hierarchy and contents in the Catalog task. The Catalog has
two kinds of hierarchies: a Site database hierarchy comprised of catalog permission
group folders and permission groups, accessed through the Project Management
task, and an object hierarchy comprised of equipment, piping, and so forth, accessed
through the Catalog task. For more information about the functionality in these
tasks, refer to the Project Management Help and the Catalog Help files. These help
files are delivered to the \Common\Help directory on the workstation machine.
For creation date and size information on each database, you can open the SQL
Server Enterprise Manager. This software also provides further technical details about
the relational tables in each database. The following diagram shows the relationships
of the database:
A Site database
B Plant (Model)
C Site schema
D Plant database
E Catalog database
F Catalog schema
These databases are created on a central server using the SmartPlant 3D Database
Wizard run on the Administrator system.
Related Topics
Assign System Administrator Privileges, page 86
Create the Site, Catalog, and Schema Databases, page 78
1. Click Start > Programs > Microsoft SQL Server > Enterprise Manager.
2. Expand the listing under Microsoft SQL Servers in the left tree view.
3. In the tree view, right-click SQL Server Group, and select New SQL Server
Registration in the shortcut menu. The Register SQL Server Wizard appears.
6. Click Next.
7. On the Select an Authentication Mode page, leave the default setting at: The
Windows account information I use to log on to my computer (Windows
Authentication).
8. Click Next.
9. On the Select SQL Server Group page, leave the default setting at Add the SQL
Server(s) to an existing SQL Server group.
Note
A Register SQL Server Messages dialog box appears that says
WORKSTATION NAME - Registered successfully.
12. On the Register SQL Server Messages dialog box, click Close.
13. Exit Enterprise Manager.
Related Topics
Configuring SmartPlant 3D Databases, page 73
When you have named the Site database, the Site schema server and
Site schema name default to match the Site database server and name.
Use the default locations for the Site schema files in the Physical
database and Log file boxes, as well.
5. Select the ellipsis button to the right of the Template file to be used to create
site schema text box and browse for the name of the template file (AppRepos.dat)
the software uses when creating your Site schema database. The location of the
file is on the server machine at [Product Directory]:\Program
Files\SmartPlant\3D\CommonSchema\Middle\Schema\AppRepos.dat.
6. Click Next.
7. On the Catalog Database and Schema page, select the name of the server in the
Catalog database server list on which your Catalog database will reside.
Tips
The option control at the top of the page allows you either to create a
new Catalog database by restoring a backup or use an existing Catalog
database. If you choose to create a new Catalog database using the
Restore option, the wizard will restore the .dat file specified in the
Template file to be used to create the Catalog database and
schema field. The software delivers one selection for this field,
CatalogDB.dat. The default is to Restore catalog from backup. If
you select Use existing catalog..., then no further options are
available.
If you intend to create a custom catalog, you must select the Use
existing catalog ... and use the Bulkload utility delivered with the
product.
8. Enter the name of your catalog database in the Catalog database name box.
Tip
Include the type of database in the name you type; for example,
Plant1CatalogDB. Make sure that the name you enter is different
from the name used for the Site database above.
This step also automatically populates the name of your Catalog
schema database in the Catalog schema name text box.
9. Use the default locations for your Catalog database files in the Physical database
and Log file boxes.
10. Select the ellipsis button to the right of the Symbol and custom program file
locations box, and browse for and select the \Symbols share on the SmartPlant
3D server.
Tip
The \Symbols share is created automatically on the server during the
SmartPlant 3D SQL Server Data installation.
The path in the Symbol and custom program file locations box must
be a UNC path. To obtain a UNC path, click the ellipsis button and
browse under My Network Places, not under My Computer.
11. Select the ellipsis button to the right of the Template file to be used to create
catalog database and schema text box and browse for the name of the template
file (CatalogDB.dat) the software will use when creating your Catalog and
schema databases. The location of the file is on the server machine at [Product
Directory]:\CatalogData\Database\CatalogDB.dat.
Notes
You must name the databases with unique entries. Write down the names
as you proceed.
Related Topics
Configuring SmartPlant 3D Databases, page 73
Related Topics
Configuring SmartPlant 3D Databases, page 73
3. On the New Reports Database dialog box, select the name of the server in the
Reports database server list on which the Reports database will reside.
4. In the Reports database name field, enter the name for the new Reports
database.
Tips
Include the type of database in the name that you type. For example,
Plant1ReportDB.
The Reports schema server and Reports schema name fields default
to match the reports database server and name.
5. Click OK to begin generating the new Reports database.
6. When the creation process is complete, click OK on the New Reports Database
dialog box.
Notes
Reports databases do not display in the tree view of the Plant hierarchy.
Reports database information can only be accessed via the Database tab
of the Plant Properties dialog box.
If you attempt to generate a Reports database for a Plant when one already
exists, an informational message displays.
Related Topics
Configuring SmartPlant 3D Databases, page 73
9. On the Server Roles tab, select the System Administrators check box.
10. On the Database Access tab, select the Permit check box for one of the seven
databases created previously. Select db_owner and public as the Database Roles.
11. Repeat the procedure for each of the remaining six databases.
12. Click OK.
Related Topics
Configuring SmartPlant 3D Databases, page 73
You can configure the extraction parameters to generate different types of drawings,
such as erection isometric drawings for installation and spool isometric drawings for
fabrication purposes. Each isometric drawing style has its own set of rules to break
components across drawing sheets, as well as hundreds of option switches that
control drawing presentation and format.
Related Topics
Modify Default Isometric Paths, page 90
Important
When you first launch the Piping Manufacturing task, a message box
alerts you to a reference data error. Use the following steps to set up the
Piping Manufacturing task prior to using it.
1. Log on to the SmartPlant 3D server machine using an account that has database
ownership privileges and has administrative rights on the server.
2. In Windows Explorer, navigate to the SmartPlant 3D product directory, and create
a folder named PipingMfgDrawings.
3. In Windows Explorer, use the following guidelines to create five folders in which
you want to store isometric drawings:
Name the folders Check, Final, Spool, System, and PenSpool.
Store the Check isometric drawings on the server in [Product
Directory]\PipingMfgDrawings\Check.
Store the Final isometric drawings on the server in [Product
Directory]\PipingMfgDrawings\Final.
Store the Spool isometric drawings on the server in [Product
Directory]\PipingMfgDrawings\Spool.
Store the System isometric drawings on the server in [Product
Directory]\PipingMfgDrawings\System.
Store the PenSpool isometric drawings on the server in [Product
Directory]\PipingMfgDrawings\PenSpool.
Important
Do not enter the local machine path
(C:\ProgramFiles\SmartPlant\3D\Catalog Data\Symbols). The remote
SQL server does not have access to these files through the specified
path.
10. Click Load and wait for the bulk loading process to complete.
11. Open the log file to check for any errors during the bulkloading process.
Tips
You can modify the Excel workbook and bulk load again to correct
errors.
12. Click Close.
Piping Manufacturing is now configured. For more information on adding or
modifying SmartPlant 3D reference data, refer to the SmartPlant 3D Reference Data
Guide available from the Help > Printable Guides command in the software.
Related Topics
Configuring Piping Manufacturing, page 90
Related Topics
Install VB Part Definition Wizard, page 94
Related Topics
Installing and Configuring VB Part Definition Wizard, page 94
Important
The IFC Server must have the same product version of SmartPlant 3D as
the workstations that use the Interference Detection service.
Related Topics
Create IFC Permission Group Folder and Permission Group, page 96
Starting the Interference Checking Server for Background Detection, page
99
Important
Log on privileges for the IFC Administrator include:
Read permissions or access on the Plant
Full Control permissions or access on a minimum of one permission
group
Tip
In the Project Management task, create a new permission group
folder and permission group under your plant to store the IFC results.
For example, type IFC Permission Group Folder and IFC
Permission Group in the New Permission Group Folder and New
Permission Group dialog boxes, respectively. For more information,
refer to Create IFC Permission Group Folder and Permission Group,
page 96.
Minimum Read access on all other model database permission groups
Log on privileges for all other users include:
Read access on the Plant
Full Control access on the IFC permission group
Note
Full Control access on the IFC permission group allows users to
delete objects with associated interferences.
Related Topics
Configuring Interference Checking Server, page 95
Related Topics
Configuring Interference Checking Server, page 95
Related Topics
Launch IFC Database Detect, page 99
3. On the Interference Checking Settings dialog box, click the Database Detect
tab.
Related Topics
Starting the Interference Checking Server for Background Detection, page
99
Important
You must create the five SmartPlant 3D databases before running
SmartPlant 3D. You also must create the reporting databases if you want
to generate reports. For additional information, refer to the section entitled
Configuring SmartPlant 3D Databases, page 73.
Related Topics
Open SmartPlant 3D, page 103
2. On the Modify Database and Schema Location of Site dialog box, in the Site
database server box, type the name of the server on which the Site database
resides.
Caution
The strings are case-sensitive.
3. In the Site database name box, type the name of the Site database.
4. In the Site schema server box, type the name of the server on which the Site
schema resides.
5. In the Site schema name box, type the name of the Site schema.
Tip
You can find the names in the SQL Server Enterprise Manager on
the server.
6. Click OK.
Note
The first time you run SmartPlant 3D after installing it, the software
prompts you for the Site database name and sets the Site database name
and path automatically.
Related Topics
Getting Started with SmartPlant 3D, page 102
Open SmartPlant 3D
Each time that you use SmartPlant 3D, you can create a session that allows you to
save certain settings, such as window size, layout, and view orientation from one
work session to the next.
1. Click Start > Programs > Intergraph SmartPlant 3D > SmartPlant 3D.
2. Select one of the templates on the New dialog box.
3. Click OK.
Note
Once you open SmartPlant 3D, you can use commands on the File menu
to create new sessions, open previous sessions, save sessions, and close
sessions. For more information, refer to the online documentation for the
Common task or the SmartPlant 3D Common User's Guide available
from the Help > Printable Guides command in the software.
Related Topics
Getting Started with SmartPlant 3D, page 102
The Common task allows you to define a workspace, as well as perform common
operations on that workspace. The workspace represents the portion of the plant data
that you need to perform your intended task. The session includes the view settings
for user modeling, as well as your personal filters for viewing the data. Many other
tasks on the Task menu are not available until you have defined your workspace.
After defining your workspace, you can use the Task menu to move between the
various design tasks. You can perform specified functions, depending on your access
permissions. After you select a task, the interface and available functionality is
displayed. Some of the commands and functionality are unique to the particular task.
For example, some commands for the Piping task are not available in the Equipment
and Furnishings task. However, most of the Common task commands are available
in all of the various design tasks. You use the Common task commands and
functionality the same way regardless of the active task. For example, the View and
File menu commands function the same way in every task.
To use the tasks available in SmartPlant 3D, you must configure them for your
session. Once you configure the tasks that you wish to use, you must then define
your workspace. Once you define your workspace and configure your task list, you
can save your session file.
1. In SmartPlant 3D, click Tasks > Configure Task List.
2. On the Configure Task List dialog box, select each task in the list that you want
to add to the menu from the Available task environments list.
Tip
You can select multiple tasks by dragging down the list or holding
Shift and dragging.
3. Click Add.
4. Click OK.
Note
You only have to perform the above procedure once for your session file.
The software remembers the tasks when you re-open the session file.
For detailed information regarding how to configure tasks in SmartPlant
3D, refer to the online documentation for the Common task or the
SmartPlant 3D Common User's Guide available from the Help >
Printable Guides command in the software.
Related Topics
Getting Started with SmartPlant 3D, page 102
name filters that restrict the data of the entire model into more manageable subsets for
working.
The workspace that you define displays in the Workspace Explorer. The
Workspace Explorer allows you to move throughout the hierarchy of your
workspace. You can click the System, Assembly, or Space tabs at the bottom of the
Workspace Explorer to view the workspace in different ways.
1. If you are not already in the Common task, click Tasks > Common.
2. Click File > Define Workspace.
3. Select the name of the plant database you want to use in the Plant box.
4. Select Create New Filter in the Filter name box.
5. On the Filter Properties dialog box, type a name for the new filter in the Name
box.
6. Specify the filter search properties by using one or more of the six properties tabs.
7. Click OK.
8. Click OK.
Notes
After the Define Workspace dialog box closes, the window refreshes.
Once the refresh is complete, the Common window is active. Everything
in the Tasks menu is now available.
For more information on workspaces, sessions, and filters refer to the
online documentation for the Common task or the SmartPlant 3D
Common User's Guide available from the Help > Printable Guides
command in the software.
Related Topics
Getting Started with SmartPlant 3D, page 102
Notes
You can create shortcuts to your session files on your desktop to open
SmartPlant 3D exactly the way that you left it the last time you exited the
software.
For more information on saving session files, refer to the online
documentation for the Common task or the SmartPlant 3D Common
User's Guide available from the Help > Printable Guides command in
the software.
Related Topics
Getting Started with SmartPlant 3D, page 102
5. When the uninstall process is complete, close the Add/Remove Programs dialog
box and close Control Panel.
Important
Restart the computer to complete the uninstall.
6. Browse to the SmartPlant 3D product directory.
7. Right-click the SmartPlant folder, and click Delete to remove the SmartPlant
3D folder and log files.
Notes
To re-install SmartPlant 3D, insert the Intergraph SmartPlant 3D Product
CD and refer to Install SmartPlant 3D Workstation, page 31 or Install
SmartPlant 3D Administrator, page 49.
Related Topics
Welcome to SmartPlant, page 7
If you uninstall/re-install SmartPlant 3D or Solid Edge 10, use the steps outlined in
the following procedure to manually register the Pvdt80.ocx file.
Important
You must have administrator privileges for the machine on which you are
registering the file.
1. Click Start > Run.
2. In the Run dialog box, type regsvr32 [Solid Edge Directory]\..\Pvdt80.ocx.
3. Click OK to register the required .dll.
User Assistance
SmartPlant 3D user assistance makes command information available as you perform
tasks. You can access different kinds of information any time that you are running the
software. This information could include reference topics, narrative descriptions, or
step-by-step instructional material.
Printable Guides
User's Guides in PDF format are an accessible, flexible, and fully searchable
alternative to Help. This information found in user's guides is also available from
online Help. The user's guides delivered with SmartPlant 3D are located in [Product
Directory]\Common\Help.
To view these PDF documents, you will need Adobe Acrobat Reader with Search
version 3.0 or higher. A copy of the Acrobat Reader is available on both the
Intergraph SmartPlant 3D Prerequisite and Application CD's, or you can download
the latest version of the Acrobat Reader from the Adobe web site. Once you have
installed the Acrobat Reader, you can access documents directly from this Help topic
by clicking the document title, or you can open files individually by using the File>
Open command in the Acrobat Reader with Search application.
Help
SmartPlant 3D offers a variety of ways for you to receive help on how to use the
SmartPlant 3D software.
A structured table of contents, an index, and full-text search capabilities provide easy
access to Help topics. You can access the table of contents by clicking SmartPlant 3D
Help Topics on the Help menu.
The SmartPlant 3D Help is a complete online reference tool accessible at any time the
application is in use. Help provides complete command descriptions for each toolbar
button, menu command, and ribbon in SmartPlant 3D. It also gives step-by-step
procedures for common tasks; for example, if you need to perform a certain task,
search and display the topic. You can move or resize your application and Help
windows so that they are next to each other. This lets you follow the procedures
without having to search for the pages in the documentation.
SmartPlant 3D Help is task-specific. For example, to view Piping Help, enter the
Piping task and click Help > SmartPlant 3D. To see more specific information,
select one of the major topics or perform a search on a specific topic.
Use To
Show/Hide Show or hide the left pane of the dialog box, including the Contents,
Index, and Search.
Back Returns you to the last Help topic you viewed. This button is disabled
when you reach the first topic in the series.
Forward Displays the next topic in a series of related topics. This button is
disabled when you reach the last topic in the series.
Search Performs a full-text search on a word or phrase that you entered in the
Search box.
Note
For more information, refer to Using Help in the Common User's Guide
or the online documentation in Common Help.
Related Topics
Customer Assistance, page 112
Customer Assistance
For the latest Support Services information for this product, use a World Wide Web
browser to connect to http://www.intergraph.com/ppo/services/support.asp.
Related Topics
User Assistance, page 109
GB Gigabyte
MB Megabyte
MHz Megahertz
SP Service Pack
SP3D SmartPlant 3D
VB Visual Basic
2D Two-Dimensional
3D Three-Dimensional
Index
abbreviations, 108 MDAC, 22
acronyms, 108 prerequisites, 12
administrator setup, 44 programming software, 67
aspects for interference checking, 95 SmartPlant 3D, 6
background detection for interference checking, 95 SmartPlant 3D workstation, 29
bulkloading, 21, 38, 85, 87 SP3D Administrator, 33, 49
catalog symbols, 90 SP3D Workstation, 15
changing SQL Client, 23, 25
database locations, 98 SQL Client (Administrator machine), 39, 40
configuring SQL Server, 57
databases, 68 SQL Server 2000 (Server machine), 55
Interference Detection Server, 91 Windows 2000 Professional SP2 (Administrator),
Piping Manufacturing, 85, 87 34
tasks, 100 Windows 2000 Professional SP2 (workstation), 16
consulting services, 104, 107 Windows 2000 Service Pack 2, 50
creating installing software, 9
interference checking permission groups, 92 integrating
plant databases, 77 third-party software, 7
reports databases, 79 interference checking, 91, 92
customer assistance, 104, 107 background detection, 95
database server setup, 59 permissions, 91, 93
databases server, 95
changing locations, 98 Internet Explorer, 19, 36, 51
creating, 68, 73 isometric paths, 85
mapping, 98 licenses, 67
names, 73 loading
reports, 79 software, 12
templates, 73 MDAC, 22
wizard, 68, 73 memory requirements, 10
defining Microsoft Data Access Components, 22
workspaces, 101 Microsoft Distributed Transaction Coordinator, 26,
disk partitioning, 9 41
disk space, 9 Microsoft Office, 21, 38
drivers middle mouse button, 27, 42
mouse, 27, 42 modeling
Excel, 21, 38 equipment, 7
FEED, 6 mouse drivers, 27, 42
file systems MSDTC (Administrator machine), 41
FAT, 28, 43 MSDTC (Workstation), 26
NTFS, 9, 28, 43 Office, 21, 38
filters, 101 option switches in Piping Manufacturing, 85
free hard disk space, 9, 28, 43 order of loading software, 12
generating overview of SmartPlant 3D, 6
isometric drawings, 7 partitioning
graphics cards, 10 hard drives, 9
hard drive space, 10 performing tasks, 98
hard drives, 9 permision groups
hardware requirements, 9 interference checking, 92
Help, 5 permissions
installing interference checking, 91, 93
Internet Explorer 6.0 (administrator system, 36 Piping Manufacturing reference data, 85, 87
Internet Explorer 6.0 (server), 51 plant databases, 77
Internet Explorer 6.0 (workstation), 19 prerequisite software