SmartPlant Enterprise Control

Panel
Administration and Configuration Guide

Version 2013

October 2012

DSCP-100004A
Copyright
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Contents
Preface .......................................................................................................................................................... 5
SmartPlant Enterprise Control Panel documentation ............................................................................. 5

Welcome to SmartPlant® Enterprise Control Panel ................................................................................ 7

Enterprise Dataflow Module .................................................................................................................... 7

Security model ............................................................................................................................................. 9

Role assignments.................................................................................................................................. 10
User access .......................................................................................................................................... 10
Access groups....................................................................................................................................... 11

Infrastructure ............................................................................................................................................. 13

Plants and projects ................................................................................................................................... 13

Configuring SmartPlant Enterprise Control Panel in Server Manager ................................................ 15

Create a New SmartPlant Enterprise Control Panel Site in Server Manager ....................................... 15

Loading data .............................................................................................................................................. 17

Converting Registered Tools into Tool Objects ..................................................................................... 19

Convert registered tools into tool objects .............................................................................................. 19

Configuring Remote Map File Directories ............................................................................................... 21

Generating Localized Resource Assemblies.......................................................................................... 23

Index ........................................................................................................................................................... 25

SmartPlant Enterprise Control Panel Administration and Configuration Guide 3

Contents

4 SmartPlant Enterprise Control Panel Administration and Configuration Guide

Preface
This SmartPlant Enterprise® Control Panel Administration and Configuration Guide provides
details on the administration and configuration of SmartPlant Enterprise Control Panel. This
document is intended for software developers and administrators who are skilled with
SmartPlant Enterprise Control Panel and SmartPlant Foundation.

SmartPlant Enterprise Control Panel documentation

SmartPlant Enterprise Control Panel documentation is available as Help and as Adobe® PDF
files. To view printable guides for SmartPlant Enterprise Control Panel in the software, see the
Printable Guides topic in the SmartPlant Enterprise Control Panel Help.
Intergraph gives its customers permission to print as many copies of the delivered PDF files as
they need for their non-commercial use. Do not print the PDF files for resale or redistribution.

Installation and setup guide

SmartPlant Enterprise Control Panel Installation and Setup Guide - Provides installation and
setup instructions for SmartPlant Enterprise Control Panel administrators and users.

Administration and configuration guide

SmartPlant Enterprise Control Panel Administration and Configuration Guide - Provides
information to help administrators manage and configure the SmartPlant Enterprise Control
Panel application.

User's guide
SmartPlant Enterprise Control Panel User's Guide - Provides information and instructions to
help new users manage information in SmartPlant Enterprise Control Panel.

Customer support
For the latest support information for this product, use a World Wide Web browser to connect to
http://support.intergraph.com (http://support.intergraph.com).
Send documentation comments or suggestions to PPMdoc@intergraph.com.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 5

Preface

6 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 1

Welcome to SmartPlant® Enterprise

Control Panel
SmartPlant® Enterprise Control Panel is a framework for managing modules that participate in
the administration of a SmartPlant Enterprise system. This framework is based on SmartPlant
Foundation technology, which provides a comprehensive electronic data storage, exchange,
management, and integration system for SmartPlant Enterprise.

Enterprise Dataflow Module

Using the Enterprise Dataflow module of the SmartPlant Enterprise Control Panel, you can
control how mapping information flows between participating authoring tools in a SmartPlant
Enterprise system. The mapped information is shared between the different authoring tools
using a publish and retrieve mechanism. This dataflow between the tools consists of the
mapping of classes and properties using map files, which specify how the mapped data from
one authoring tool relates to the mapped data of another authoring tool in the system.
The SmartPlant Enterprise integration approach is based on both SmartPlant Foundation
authoring applications and SmartPlant external authoring tools publishing their tool schema data
to a SmartPlant Foundation system. Each authoring tool can also retrieve the mapped data
published by the other authoring tools from the SmartPlant Foundation database.
An administrator can edit the mapping dataflow of published and retrieved classes and
properties. The next time the authoring tool publishes or retrieves mapped data, the change to
the mapping dataflow is passed to other authoring tools. In this way an administrator can control
the dataflow of mapped data between different authoring tools. Administrators can also manage
and report on the dataflow for your business needs.
Information that is available from the tools includes:
 Type of tool (SmartPlant Foundation authoring application or SmartPlant Enterprise external
authoring tool)
 Number of mapped published properties from each tool
 Number of mapped retrieved properties (from SmartPlant Foundation and each installed
tool)
 Number of unmapped properties from each tool
Information that you can view includes:
 Tool-to-SmartPlant Foundation dataflow for properties
 Tool-to-SmartPlant Foundation dataflow for enumerated lists
 Tool-to-tool dataflow comparison report for properties

SmartPlant Enterprise Control Panel Administration and Configuration Guide 7

Welcome to SmartPlant® Enterprise Control Panel

8 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 2

Security model
The SmartPlant Foundation security model is a flexible mechanism to control role-based user
access to data and the operations that can be performed on that data. The security model is
comprised of:
 Users
 Roles, domains, and access groups
 Configurations
 Role assignments
A user is assigned a role in a configuration. Roles are related to access groups, which control
access to the different components of the system. The security model also controls user access
to:
 Menus and toolbars
 Shortcut menu commands
 Relationship manipulation and navigation
The SmartPlant Foundation Desktop Client is used to configure the security model by creating
and relating security objects. No additional schema modeling of classes, interfaces, or
relationship definitions is required.
Once the security access model is designed, the various levels of access are modeled by
creating access groups and relating them to roles. The access groups are related to the relevant
methods, interfaces, and view definitions, to which they have to grant access.
SmartPlant Enterprise Control Panel is delivered with several default roles, access groups, and
configurable GUI items that are loaded with the default SmartPlant Enterprise Control Panel
administrative files.
For more information on configurable GUI items, see Update and Configure Items on the
SmartPlant Enterprise Control Panel Interface in the SmartPlant Enterprise Control Panel
Administration and Configuration Guide.
To configure SmartPlant Enterprise Control Panel security, you must create users, configure the
users' roles, then assign or relate each new user to access groups using the SmartPlant
Foundation Desktop Client.
The SmartPlant Foundation How to Configure the Security Model guide describes the
configuration and components of the SmartPlant Foundation security model. You can access
the guide by clicking Help > Printable Guides.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 9

Security model

Role assignments
SmartPlant Enterprise Control Panel is delivered with five default roles:

Role Description
SPE_Viewer View-only access to SmartPlant Enterprise Control Panel data.
SPE_Administrator Permissions to view, modify, update data, and perform
administrative tasks in SmartPlant Enterprise Control Panel.
SPE_2DEditor Permissions to edit 2D map files, such as SmartPlant P&ID. 3D
tool data can be seen but is not editable.
SPE_3DEditor Permissions to edit 3D map files, such as for SmartPlant 3D. 2D
tool data can be seen but is not editable.
SPE_SPFEditor Permissions to edit SmartPlant Foundation map files, such as
for Plant Breakdown Structure (PBS). All other tool data can be
seen but is not editable.
The role assignment links a user to a role in a given configuration.
By default, all SmartPlant Enterprise Control Panel roles are managed by the
SmartPlant Enterprise Control Panel Administrator role.
For more information about creating roles, assignments and configuration, see the SmartPlant
Foundation How to Configure the Security Model guide.

User access
SmartPlant Enterprise Control Panel is delivered with five example users:

User Role
SPEViewer SmartPlant Enterprise Control Panel
Viewer.
SPEAdmin SmartPlant Enterprise Control Panel
Administrator.
SPE2DEditor Editor of 2D Map Files.
SPE3DEditor Editor of 3D Map Files.
SPESPFEditor Editor of SmartPlant Foundation Map
Files.
The role assignment links a user to a role in a given configuration.
For more information about role creation, assignments, and configuration, see SmartPlant
Foundation User Creation and User and Role Assignment Configuration in the SmartPlant
Foundation How to Configure the Security Model guide.

10 SmartPlant Enterprise Control Panel Administration and Configuration Guide

 Security model

Access groups
Access groups govern user access to SmartPlant Enterprise Control Panel commands and
navigation, and are modeled to represent different levels of functional access. The SmartPlant
Foundation administrator assigns users to an access user group set up for SmartPlant
Enterprise Control Panel. The access user group to which a user is assigned dictates how that
user views and manages tool mapping data.
To grant a user permission to access a specific command or function, you must associate that
user's roles to the appropriate access group. The following access groups are delivered in
SmartPlant Enterprise Control Panel.

Access Group
Access Group Role SPE_Administrator Role SPE_Viewer
Description
SPEAdmin YES
SPEViewer YES YES

Access Group Access Group SPEM SPEL P&ID SPI 3D LLA PBS
Description
SPE2DEditor YES YES YES YES
SPE3DEditor YES
SPESPFEditor YES YES
To configure access groups, you need to log on to the SmartPlant Foundation Desktop Client as
an administrator.
These are the default access groups delivered with the Sample Data SPE Map Tool
Templates. If you do not load the sample data, then the access groups in this chart do not exist.
For more information, see Roles and Access Groups in the SmartPlant Foundation How to
Configure the Security Model guide.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 11

Security model

12 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 3

Infrastructure
In SmartPlant Enterprise Control Panel, the infrastructure refers to the items and configuration
that support the SmartPlant Enterprise Control Panel software, as connected to the SmartPlant
Foundation software.
For detailed information about configuring SmartPlant Foundation infrastructure and the
infrastructure model, see How to Configure the Infrastructure Model delivered with SmartPlant
Foundation.

Plants and projects

A plant is a specific class of object that represents the top level of the data hierarchy in a
SmartPlant Enterprise system. A project is a logical unit of data that is a subset of the items that
make up a plant. A project is used for making controlled, incremental changes to the data in a
plant. There can be multiple projects for a plant at any given time.
The Plant is the first level in the configuration hierarchy and usually contains the as-built data.
The project must be created in the plant scope. This is a way of forcing a project to be created in
the Plant. Each project can be created as separate server configuration, which SmartPlant
Enterprise Control Panel can access and then display the project's data.
For more information about creating and configuring plants and projects for integration, see the
SmartPlant Foundation Integration Administrator's Guide delivered with SmartPlant Foundation.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 13

Plants and projects

14 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 4

Configuring SmartPlant Enterprise

Control Panel in Server Manager
SmartPlant Foundation Server Manager is used to configure the following server settings for
your new SmartPlant Enterprise Control Panel site:
 Install DLLs
 Update configuration XML files on a SmartPlant Foundation site
For more information about the installation of SmartPlant Enterprise Control Panel, see the
SmartPlant Control Panel Installation and Setup Guide. For more information about using
SmartPlant Foundation Server Manager, see the SmartPlant Foundation Server Manager User's
Guide delivered with SmartPlant Foundation.

Create a New SmartPlant Enterprise Control Panel

Site in Server Manager
1. Open SmartPlant Foundation Server Manager.
After installing SmartPlant Enterprise Control Panel on the SmartPlant Foundation
application server, the SmartPlant Enterprise Control Panel Sites node appears in the
tree view.

2. Select the SmartPlant Enterprise Control Panel Sites node.

3. Click New on the Server Manager toolbar.
You can also select the New SmartPlant Enterprise Control Panel Sites node, and
click Edit > New, or right-click the node and click New on the shortcut menu.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 15

Configuring SmartPlant Enterprise Control Panel in Server Manager

4. In the New SmartPlant Enterprise Control Panel Site dialog box, select a site to update
from the list, or type a new site name, and click Create.

The site node is added under the SmartPlant Enterprise Control Panel Sites. All
server DLLs are installed on the site and configuration XML files are updated.

 After creating the new SmartPlant Enterprise Control Panel site, close SmartPlant
Foundation Server Manager and recycle the Internet Information Services (IIS) application
pools for your project's site.
a. At the command prompt, type
%WINDIR%\Microsoft.NET\Framework64\v4.0.30319 to go to the .NET
Framework 4 64bit folder.
b. Type the commands:
aspnet_regiis-iru
iisreset
 You must reset IIS when installing a new site to avoid errors.
After installing the server DLLs and updating the configuration XML files, perform a backup of
your SmartPlant Foundation database. For more information on backing up your database, see
the SmartPlant Enterprise Backup and Restore Guide delivered with SmartPlant Foundation.

16 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 5

Loading data
As a SmartPlant Enterprise Control Panel system administrator, you can view and edit mapping
dataflow and administrative information from the SmartPlant Foundation database. You can also
use the report commands to extract data and administrative information from the system.
The Loader functionality allows you to import data and configuration information into the
SmartPlant Foundation database for viewing in SmartPlant Enterprise Control Panel.
For more detailed information about loading and importing data into the SmartPlant Foundation
database, see the How to Set Up and Configure SmartPlant Foundation Guide delivered with
SmartPlant Foundation.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 17

Loading data

18 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 6

Converting Registered Tools into Tool

Objects
Administrators of SmartPlant Enterprise Control Panel can set up a system by manually
converting any registered tools into tool objects. SmartPlant Enterprise Control Panel only works
with tool objects, which are created as specific tool objects for SmartPlant Enterprise Control
Panel. Tool objects hold the data that is required to edit the map files, such as the map file
location.
Tool signature objects are created when a tool application first registers with SmartPlant
Foundation to publish and retrieve data. The tool signature objects loaded into SmartPlant
Foundation are then manually converted into tool objects.
Through this conversion process, the tool objects are created with the correct tool
representation. For example, Signature Intools is renamed to SmartPlant Instrumentation. To
make the tool objects editable in SmartPlant Enterprise Control Panel, more information is
required on the tool object. This includes:
 Whether the tool is an external authoring tool or a SmartPlant Foundation authoring
application
 Map file location (host + directory + file name)
 Whether the tool supports the editing of mapped data
 Tool images and icons
Intergraph recommends that you display the newly created items in a list window in SmartPlant
Foundation so that any editing can then take place.

 In order to make the flow of selecting publishable and retrievable tools better, Intergraph
recommends that you relate the tool object to other tool objects for publish and retrieve.
 For the first release of SmartPlant Enterprise Control Panel this conversion is done in
SmartPlant Foundation.

Convert registered tools into tool objects

1. Log into SmartPlant Foundation Desktop Client as a user with administration permissions.
2. Set the scope to the server configuration for SmartPlant Enterprise Control Panel.
3. Click Find > Integration > Signatures. Verify that any new tool signatures are displayed.

New tool signatures are created when a new tool application registers with
SmartPlant Foundation.
4. Right-click the new tool signatures in the list view.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 19

Converting Registered Tools into Tool Objects

5. On the shortcut menu, click Generate Tool Items.

6. After the tool objects have been generated, click SPECP Administration > Mapping Tools.
Verify that the paths to the map files are correct.
If the paths are incorrect, use either List Edit or Update to change the path to the
correct location.
7. Verify that the new tool objects are displayed for each of the new tools by logging into
SmartPlant Enterprise Control Panel using the same scope as set previously.
8. Check that the tool panel titles for the converted tools are correctly displayed in the
Carousel.

20 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 7

Configuring Remote Map File Directories

As an administrator, you must set certain permissions on the network share directories where
the map files are stored. These relate to the process identity of the SmartPlant Enterprise
Control Panel server. Some administrators run permissions with a specially created user, some
run permissions as a network service, some run permissions as an app pool identity, and so on.
The SmartPlant Enterprise Control Panel server identity requires read and write access to the
map files, so that any changes can be saved. There are five possible configurations for the
server process identity, where map files are stored on locked down remote directories (UNC
shares). These five configurations are:

Server process local user (Recommended)

1. Set the SmartPlant Enterprise Control Panel server process to run as a local user, as
defined on the SmartPlant Enterprise Control Panel server machine. This is how SmartPlant
Foundation runs by default.
2. On the remote computer, create an identical user with an identical password, and allow this
user access to the file share.

Application pool local directory

1. Set the SmartPlant Enterprise Control Panel server IIS application pool user to
ApplicationPoolIdentity.
2. Store the map files in a local directory on the SmartPlant Enterprise Control Panel server
computer.
3. Share this directory with the appropriate permission to allow the integration tools access to
the map files.

 The user's DefaultAppPool will need to be given appropriate permissions on this local
directory.
 Appropriate permissions must be given to the users and groups who access the files.

Application pool remote directory

1. Set the SmartPlant Enterprise Control Panel server IIS application pool user to
ApplicationPoolIdentity.
2. Store the map files in a remote directory on the same network domain as the SmartPlant
Enterprise Control Panel server computer.
3. Share this directory with the appropriate permission to allow the integration tools access to
the map files.
In order for the SmartPlant Enterprise Control Panel server to be able to edit the map
files, the security on the map file directory must be set up to give appropriate permissions to the
Everyone domain group account.

Application pool Network Service user

1. Set the SmartPlant Enterprise Control Panel server IIS application pool user to Network
Service.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 21

Configuring Remote Map File Directories

2. Store the map files in a remote directory on the same network domain as the SmartPlant
Enterprise Control Panel server computer.
3. Share this directory with the appropriate permission to allow the integration tools access to
the map files.
In order for the SmartPlant Enterprise Control Panel server to be able to edit the map
files, the security on the map file directory must be set up to give appropriate permissions to the
domain account for the SmartPlant Enterprise Control Panel server. The Network Service user
also has to be given permissions on the system Temp directory to cache some files. For
example, c:\windows\temp.

Application pool domain group user

1. Set the SmartPlant Enterprise Control Panel server IIS application pool user to a valid
domain group user account.
2. Store the map files in a remote directory on the same network domain as the SmartPlant
Enterprise Control Panel server computer.
3. Share this directory with the appropriate permission to allow the integration tools access to
the map files.
In order for the SmartPlant Enterprise Control Panel server to be able to edit the map
files, the security permission on the map file directory must be set up to give appropriate
permissions to the same domain user account as that set to run the SmartPlant Enterprise
Control Panel server.

22 SmartPlant Enterprise Control Panel Administration and Configuration Guide

SECTION 8

Generating Localized Resource

Assemblies
Use the SPEResGen utility to generate a localized resource assembly for the SmartPlant
Enterprise Control Panel client. You need to use this utility to generate a .dll file containing the
localized strings to pick up the correct language. This utility is delivered in the install directory of
the SmartPlant Enterprise Control Panel server under the Localization sub-directory.
SPEResGen is a command line application that is used to generate a new assembly containing
the supplied localized resources. It requires the following arguments:

Argument Value Example

/al The path to the al.exe file included C:\Program Files (x86)\Microsoft
in the Microsoft Windows SDK. SDKs\Windows\v7.0A\bin\al.exe
/resx The path to the localized resource Enter the name of the resource file in the
file. same directory as the
SPEResGenExecutable. For example,
SPEResources.resx or the fully qualified
path to the resource file.
/sc The specific language and culture, en-GB for English with language strings
for which to generate the assembly. specifically for users in Great Britain or en
for generic English translations.
/type The type of assembly to generate, Possible values are SPEClient or
whether for the SmartPlant SPEServer.
Enterprise Control Panel Client or
for the SmartPlant Enterprise
Control Panel Server.
To use the SPEResGen utility:
 At the command prompt type the path to the SPEResGen executable, followed by the
required arguments.
Examples of generating a localized client assembly for the generic en English culture and
de German culture are:
<SPECP Server Install Path>\Localization\SPEResGen.exe /al="C:\Program
Files (x86)\Microsoft SDKs\Windows\v7.0A\bin\al.exe" /sc="en"
/Type=SPEClient /resx=TranslatedResources.resx
<SPECP Server Install Path>\Localization\SPEResGen.exe /al="C:\Program
Files (x86)\Microsoft SDKs\Windows\v7.0A\bin\al.exe" /sc="de"
/Type=SPEServer /resx=C:\Temp\TranslatedResources.resx.
After running this command, the SPEResGen utility creates a new folder with the name of the
language entered as an argument in a subdirectory of the working directory. Into this directory,
the SPEResGen utility writes the localized resource assembly. For SmartPlant Enterprise
Control Panel client, the assembly is called SPE.Infrastructure.Resources.dll, and for the
SmartPlant Enterprise Control Panel Server, the assembly is called SPE.Server.Resources.dll.

SmartPlant Enterprise Control Panel Administration and Configuration Guide 23

Generating Localized Resource Assemblies

To use this new localization assembly with the correct language localized strings, copy the
directory into the executable directory of the component. For the SmartPlant Enterprise Control
Panel client, this is the directory where the SPEClient.exe is located. For the SmartPlant
Enterprise Control Panel server, this is the virtual directory where the SPE.Server.dll is being
used.

 The translated resource file must be located in a sub directory with the name of the culture
for which it has been generated, such as en for English
 A list of standard language and culture codes supported by this utility can be located at:
http://msdn.microsoft.com/en-us/library/system.globalization.cultureinfo%28v=vs.71%29.asp
x
(http://msdn.microsoft.com/en-us/library/system.globalization.cultureinfo%28v=vs.71%29.as
px)
 A prerequisite for using this utility is that you have the Microsoft Windows SDK installed on
the computer you are using, to make use of the assembly linker tool. The Windows SDK is
available for download from the Microsoft website:
http://msdn.microsoft.com/en-us/library/hh272952.aspx
(http://msdn.microsoft.com/en-us/library/hh272952.aspx)

24 SmartPlant Enterprise Control Panel Administration and Configuration Guide

Index

A W
Access groups • 11 Welcome to SmartPlant® Enterprise
Control Panel • 7
C
Configuring Remote Map File Directories •
21
Configuring SmartPlant Enterprise Control
Panel in Server Manager • 15
Convert registered tools into tool objects •
19
Converting Registered Tools into Tool
Objects • 19
Create a New SmartPlant Enterprise
Control Panel Site in Server Manager •
15

E
Enterprise Dataflow Module • 7

G
Generating Localized Resource Assemblies
• 23

I
Infrastructure • 13

L
Loading data • 17

P
Plants and projects • 13
Preface • 5

R
Role assignments • 10

S
Security model • 9

U
User access • 10

SmartPlant Enterprise Control Panel Administration and Configuration Guide 25