SmartPlant Instrumentation

Server
Installation and Configuration Guide

Version 2013

March 2013

DSPI2-PE-200024B
Copyright
Copyright © 1995-2013 Intergraph® Corporation. All Rights Reserved. Intergraph is part of Hexagon.
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 law, trade
secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from
Intergraph Corporation.
U.S. Government Restricted Rights Legend
Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was
developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with
subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal
Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of
the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS
252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3.
Unpublished - rights reserved under the copyright laws of the United States.
Intergraph Corporation
P.O. Box 240000
Huntsville, AL 35813
Terms of Use
Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unless
the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed
license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use
of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives
licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement
and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for
resale or redistribution.
Warranties and Liabilities
All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software
or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this
document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes
the information in this publication is accurate as of its publication date.
The information and the software discussed in this document are subject to change without notice and are subject to applicable
technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.
The software discussed in this document is furnished under a license and may be used or copied only in accordance with the
terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not
supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL
EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.
Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data.
Users should verify for themselves that the data is accurate and suitable for their project work.
Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools,
ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks
of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered
trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product
names are trademarks of their respective owners.
Contents
SmartPlant Instrumentation Server ........................................................................................................... 5
Hardware and Software Recommendations ........................................................................................... 5
SmartPlant Instrumentation Database Server .................................................................................. 5
SmartPlant Instrumentation Server Workstation .............................................................................. 7
Installing and Configuring SmartPlant Instrumentation Server ............................................................... 8
Enable File and Printer Sharing ....................................................................................................... 9
Install SmartPlant Instrumentation Server ........................................................................................ 9
Configure General Settings and Preferences ................................................................................ 11
Create a Printer Port for a 64-bit Operating System ...................................................................... 12

Index ........................................................................................................................................................... 15

SmartPlant Instrumentation Server Installation and Configuration Guide 3

Contents

4 SmartPlant Instrumentation Server Installation and Configuration Guide

SECTION 1

SmartPlant Instrumentation Server

SmartPlant Instrumentation Server is a component of the SmartPlant Instrumentation application
that extends the functionality of SmartPlant Instrumentation as follows:
 IDEAL users, who do not use the SmartPlant Instrumentation application, can connect to the
SmartPlant Instrumentation database and then display retrieved data in formats supported
by SmartPlant Instrumentation, for example, the .sma format for enhanced reports.
 External users can display SmartPlant Instrumentation data as .pdf files.
The installation of SmartPlant Instrumentation Server requires a special serial number.
If you have a full license for SmartPlant Explorer (not a test license), you can use your
SmartPlant Explorer license serial number when installing SmartPlant Instrumentation Server.

Hardware and Software Recommendations

Before beginning an installation of SmartPlant Instrumentation Server, verify that your servers
and end-user workstation computers meet the following hardware recommendations and
software requirements.

 The SmartPlant Instrumentation database management server installation was certified on

64-bit hardware with a 64-bit operating system and 32-bit database software. The client
machine installation was certified on 64-bit hardware with a 32-bit operating system and
32-bit database software for SmartPlant Instrumentation.
 The SmartPlant Instrumentation software cannot work with SQL Server 64-bit client because
it is a 32-bit application. The software works with SQL Server 32-bit client, which can then
work with SQL Server 64-bit server.
 When installing SmartPlant Instrumentation on a 64-bit operating system, the default
installation folder is Program Files (x86).

SmartPlant Instrumentation Database Server

Hardware Recommendations
 Pentium machine with 2.4 GHz processor (for Oracle), Xeon machine with 2 GHz processor
or higher (for SQL Server)
 2 GB RAM (or more for a large database)
 100 BaseT or higher network interface (1 Gbit recommended)
 Digital tape or DVD backup system for server
 For all installations, DVD drive access, either locally or through a network connection

Supported Operating Systems

 Windows Server 2008 R2 64-bit - Standard & Enterprise

 The operating system must be installed in the account where you have administrator
privileges.

SmartPlant Instrumentation Server Installation and Configuration Guide 5

SmartPlant Instrumentation Server

 The SmartPlant Instrumentation software cannot work with SQL Server 64-bit client because
it is a 32-bit application. The software works with SQL Server 32-bit client, which can then
work with SQL Server 64-bit server.

Supported Database Servers

 Microsoft SQL Server 2008 R2 Service Pack 2 64-bit
 Microsoft SQL Server 2012
 Oracle 11g Release 2 client 64-bit (11.2.0.2) Standard and Enterprise

Recommended Disk Space

Oracle 11g software

Oracle Server installation 2 GB

Initial Oracle instance 50 MB

Total 2.5 GB

SQL Server 2008 Software SQL Server 2012 Software SmartPlant Instrumentation Software

SQL Server 2008 4 GB SQL Server 2012 6 GB Initial SmartPlant 200 MB

installation installation Instrumentation database

SQL Server temporary 100 MB SmartPlant Instrumentation 500 MB

database data files (5000 loops with
wiring)
Total: 4.1 GB Total 6 GB Total 0.7 GB

Software Prerequisites
 Adobe® Reader 11 or higher (required for viewing the Software License Agreement and
Printable Guides). The latest version is available from the Adobe Web site.
 Microsoft Internet Explorer 9.0 (64-bit)
 Microsoft .NET Framework 4
 Windows Installer 4.5 (for SQL Server 2008)
 Microsoft Office 2010 (32-bit or 64-bit)
 SmartPlant License Manager Version 2012 (12.00.05.00 or later)
 Oracle Data Access Components (ODAC) 11.2 release 2
Microsoft .NET Framework is delivered as part of Microsoft Windows Server installation.

6 SmartPlant Instrumentation Server Installation and Configuration Guide

 SmartPlant Instrumentation Server

SmartPlant Instrumentation Server Workstation

Hardware Recommendations
 Pentium IV with 3 GHz processor or Pentium dual core with 2 GHz processor or higher
 2 GB RAM or higher
 100 BaseT or higher network interface (1 Gbit recommended)
 For SmartPlant Enterprise installation, DVD drive access, either locally or through a network
connection
 For SmartPlant Instrumentation installation, CD-ROM drive access, either locally or through
a network connection
 Windows supported printer access, either locally or through a network connection

Supported Operating Systems

 Microsoft Vista Business Client 1.0 Service Pack 2, 32-bit
 Microsoft Windows 7 Professional and Enterprise, 32-bit and 64-bit

 The operating system must be installed in an account where you have administrator
privileges.
 Windows 7 is certified with UAC ‘On’ at Level 3 (Default).

Supported Database Clients

 Microsoft SQL Server Client 2008 R1 Service Pack 2 64-bit
 Microsoft SQL Server Client 2012
 Oracle 11g Client (11.2.0.2) 64-bit for 64-bit Intergraph clients, 32-bit for 32-bit Intergraph
clients)

 The client database software must be of the same version as the server database software.
 Only 32-bit installations are supported.

Recommended Disk Space

Oracle 11g Software

Oracle Client installation 1 GB

Total 1 GB

SQL Server 2008 Software SQL Server 2012 Software SmartPlant Instrumentation Software

SQL Server 2008 Client installation 2 GB SQL Server 2012 2 GB SmartPlant Instrumentation 1.6 GB
Client installation application (full installation)

Total: 2 GB Total: 2 GB Total: 1.8 GB

SmartPlant Instrumentation Server Installation and Configuration Guide 7

SmartPlant Instrumentation Server

Software Prerequisites
 Adobe Reader 11 or higher (required for viewing the Software License Agreement and
Printable Guides). The latest version is available from the Adobe Web site.
 Microsoft XML Core Services (MSXML) 6.0 Service Pack 1
 Microsoft Office 2010 (Microsoft Excel is required for working with report templates and for
viewing the Installation Checklist and various other files).
 SmartPlant License Manager 12.00.05.00 or later.
 Microsoft .NET Framework 4
 Oracle Data Access Components (ODAC) 11.2 release 2
Microsoft .NET Framework is delivered as part of Microsoft Windows Vista and 7
installations.

Optional Software
Apart from SmartSketch, the following software programs are not Intergraph
corporation software and are owned by third parties. It is the responsibility of the customer to
select in its sole discretion the applicable third party software customer desires to use to
generate reports and Intergraph makes no recommendation as to the choice of said third party
software. Customer is responsible for obtaining a valid license to use said third party software
from the owner of said third party software and to pay any license fees to the owner of said third
party software for the use of said third party software. INTERGRAPH DISCLAIMS AND
MAKES NO WARRANTY EITHER EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES
OF MERCHANTABILITY OR THE WARRANTIES OF FITNESS FOR A PARTICULAR
PURPOSE IN REGARDS TO SAID THIRD PARTY SOFTWARE.
 One of the following drawing software programs, if needed for loop drawings:
 SmartSketch 2011.x or similar graphical editor (required for editing border template files
and for symbol creation)
 Autodesk AutoCAD version 2012 or higher. For compatibility with other versions, see
the Version Compatibility section of the Readme.htm file in the SmartPlant
Instrumentation folder
 Bentley MicroStation J (not certified on Vista, Windows 7, or on a 64-bit machine)
 InfoMaker 12.5 (report generator / export data functionality software)
 For working in a Citrix environment, XenApp 6.

Installing and Configuring SmartPlant

Instrumentation Server
If you intend to use SmartPlant Instrumentation Server to generate PDF reports, you must do
the following:
 Enable file and printer sharing for the output document folder. For details, see Enable File
and Printer Sharing (on page 9).
 Install SmartPlant Instrumentation Server. For details, see Install SmartPlant
Instrumentation Server (on page 9).
 Configure SmartPlant Instrumentation Server settings. For details, see Configure General
Settings and Preferences (on page 11).
 Create a printer port manually if working on a 64-bit operating system. For details, see
Create a Printer Port for a 64-bit Operating System (on page 12).

8 SmartPlant Instrumentation Server Installation and Configuration Guide

 SmartPlant Instrumentation Server

When you install SmartPlant Instrumentation Server, the driver used for printing PDF
files, SmartPlant PDF Converter 4.51, is included in the installation.

Enable File and Printer Sharing

Open Windows Firewall as follows:
1. Click Start > Settings > Network Connections and choose a connection.
2. Right-click the connection and click Properties.
3. Click the Advanced tab.
4. Under Windows Firewall, click Settings.
5. Click the Exceptions tab.
6. Ensure that under Programs and Services, the File and Printer Sharing option is
selected.

Install SmartPlant Instrumentation Server

If you have not already installed and configured SmartPlant License Manager on your
workstation, we recommend doing so before installing SmartPlant Instrumentation.
SmartPlant Instrumentation requires the SmartPlant License Manager software for
concurrent licensing for both the core SmartPlant Instrumentation product and for each
module. This licensing software is delivered on its own media. For more information about
using and configuring concurrent licensing, refer to the SmartPlant License Manager Online
Help.
1. Insert the SmartPlant Instrumentation product media into the CD-ROM or DVD drive. If the
installation does not start automatically, double-click the Setup.exe file in the main folder.
2. Click SmartPlant Instrumentation Installation.
3. On the Welcome to the InstallShield Wizard for Intergraph SmartPlant Instrumentation
page, click Next.
4. On the Customer Information page, type your name, company name, and serial number,
and click Next.

 You must enter the appropriate serial number which is required for the installation of
SmartPlant Instrumentation IDEAL Server.
 If you have a full license for SmartPlant Explorer (not a test license), you can use your
SmartPlant Explorer license serial number.
 The serial number is used for initial installation purposes only. A license key is required
to run SmartPlant Instrumentation. For more information, refer to the SmartPlant
License Manager Online Help.
5. On the Registration Confirmation dialog box, click Yes.
6. On the License Agreement page, click Display to read the software license agreement in a
.pdf file, and then after closing the file, click Yes.
7. On the Database Platform page, select the desired platform: Oracle or SQL Server, and
click Next.
8. On the Setup Type page, do one of the following:

 Click (Full) to install all the SmartPlant Instrumentation components.

 Click (Custom) to select and install specific SmartPlant Instrumentation

components.

SmartPlant Instrumentation Server Installation and Configuration Guide 9

SmartPlant Instrumentation Server

9. On the Destination Folder page, specify the SmartPlant Instrumentation folder location and
click Next.
 To choose an alternative destination, click Browse and navigate to the desired
destination folder, and then click Next.
10. For a custom installation, on the Select Features page, select the desired SmartPlant
Instrumentation components, and then click Next. To learn which components are required
to work with SmartPlant Instrumentation, see List of SmartPlant Instrumentation
Components.
11. On the Database Installation Options page, do one of the following to determine what to
do with your existing databases, such as In_demo.db (demonstration), Intools.db (empty),
and Intoolsef.db (for SmartPlant integration):
 Keep old databases — Select this option to use your existing databases from the
previous installation.
 Back up old and install new databases — Select this option to use new databases
and preserve the existing databases if you are upgrading your software version. Setup
renames the existing Intools.db to Intools(1).bk, In_demo.db to In_demo(1).bk, and
Intoolsef.db to Intoolsef(1).bk, where (1) is the running number for the old database.
 Overwrite old databases — Select this option to use new databases and delete the
existing databases.
 If you overwrite your databases, you lose any user-defined data that you have
in these files.
12. If you are installing SmartPlant Instrumentation on SQL Server, do the following (otherwise,
skip to the next step):
a. On the SQL Server Version page, select the option for the appropriate SQL Server
version and click Next.
b. On the SQL Server Information page, in the Server box, type the communication alias
name for your SQL Server.
c. In the Database box, type the SQL Server database name, and then click Next.
d. On the Admin Schema Information page, type your Admin schema logon name and
password, and then click Next.
13. If you are installing SmartPlant Instrumentation on Oracle, do the following (otherwise, skip
to the next step):
a. On the Oracle Client Version page, select the version of Oracle client that you are
working with and click Next.
b. On the Server Information page, in the Server field, type the communication alias
name for your Oracle instance.
c. In the Database box, type the Oracle database name, and then click Next.
14. On the Select Program Folder page, select the program folder where you want Setup to
install the program icons, and click Next.
15. On the Start Copying Files page, view the settings of the current Setup session, and then
click Next to start copying the files to your hard disk.
After you click Next, Setup immediately starts copying all the components you
selected to the SmartPlant Instrumentation home folder. To undo this operation you will
have to uninstall SmartPlant Instrumentation. Therefore, if you need to make any
modification to the current Setup selections, click Back before you start copying the files.
16. On the Setup Status page, view the progress of the file transfer.

10 SmartPlant Instrumentation Server Installation and Configuration Guide

 SmartPlant Instrumentation Server

17. When the file transfer is complete, on the Important Notes page, read the text carefully as it
contains important information for the current version, and then click Next.
18. On the Readme dialog box, click Yes if you want to view the Readme file.
We recommend that you choose to view the Readme file, as it contains important
information about SmartPlant Instrumentation. You can find this file, Readme.htm, in the
SmartPlant Instrumentation home folder or in the root folder of the installation media.
19. On the Setup Complete page, click Yes if you want to restart your computer (before you
can use the program you must restart your computer).
20. Click Finish to complete the setup and installation.
The driver used for printing the PDF files, SmartPlant PDF Converter 4.51, is included in
the SmartPlant Instrumentation installation. This printer is used for PDF generation and should
not be removed or used for any other purpose. If you are unable to generate PDF files
because this driver is missing, restore the driver by running the executable file PDFInstall.exe,
which is installed by default in the software installation folder path
..\SmartPlant\Instrumentation\.
See Also
SmartPlant Instrumentation Server (on page 5)

Configure General Settings and Preferences

You must set the preferences for the IDEAL user to enable the software to generate reports with
IDEAL.
1. Log on to the SmartPlant Instrumentation application as the IDEAL user.
2. Click File > Preferences.
3. In the tree-view pane of the Preferences dialog box, click General.
4. Beside Temporary folder path, click Browse to navigate to the desired path.
5. Beside Output document folder, click Browse to specify the folder where you want the
software to generate the output files.

 You must define the output document folder as a shared folder, and the share name
must be identical to the folder name.
 The folder you select specifies the location of all enhanced report output files, not only
those generated by IDEAL.
6. In the tree-view pane, click SmartPlant Instrumentation Server.
7. From the Enhanced report format list, select the format in which you want to save IDEAL
output files for enhanced reports: SMA (for IDEAL) or PDF (for SmartPlant Explorer).
8. Beside Log file path, click Browse to specify the folder where you want the software to
generate the Events.log file.
We recommend that you specify a log file folder so that you can use the Events.log file
to troubleshoot problems that may occur, such as an inability to connect to the
database. The Events.log file can also help Intergraph Support in finding solutions to
document generation problems. The file holds information about your SmartPlant
Instrumentation Server settings and also contains records of any operation in which
SmartPlant Instrumentation Server was involved. For example, the log file can contain
records of all document generations performed by different users of IDEAL.
9. Specify a PSR folder path for instrument specifications as follows:
10. In the tree-view pane, beside Instrument Specifications, click to expand the tree.

SmartPlant Instrumentation Server Installation and Configuration Guide 11

SmartPlant Instrumentation Server

11. Click Export/Import.

12. Under PSR options, beside PSR folder, click Browse to navigate to the desired path.
13. If you use a CAD application to generate loop drawings in SmartPlant Instrumentation,
specify the folder path for the CAD drawings as follows:
14. In the tree-view pane, beside Loop Drawings, click to expand the tree.
15. Click CAD File Locations.
16. Beside Open drawing files from, click Browse to navigate to the desired path.
After performing completing the SmartPlant Instrumentation Server configuration
procedure, it is recommended that you restart the computer and log on to SmartPlant
Instrumentation by double-clicking the Intools.exe file.
See Also
SmartPlant Instrumentation Server (on page 5)

Create a Printer Port for a 64-bit Operating System

1. Open the Printers and Faxes window.
2. Right-click the printer SmartPlant PDF Converter and on the shortcut menu, click
Properties.
3. On the SmartPlant PDF Converter Properties dialog box, click the Ports tab.

12 SmartPlant Instrumentation Server Installation and Configuration Guide

 SmartPlant Instrumentation Server

4. Click Add Port, and on the Printer Ports dialog box, select Local Port.

5. Click New Port.

6. Type a name for the new local port, for example AmyuniPDF.
7. Close the Printer Ports dialog box.
8. Select the new local port.

9. Click Apply.
10. Click OK.

SmartPlant Instrumentation Server Installation and Configuration Guide 13

SmartPlant Instrumentation Server

14 SmartPlant Instrumentation Server Installation and Configuration Guide

Index

C
configuring • 8
SmartPlant Instrumentation Server • 8

H
hardware recommendations • 7
workstation computers • 7

I
installing • 8
SmartPlant Instrumentation Server • 8

R
recommendations • 7
workstation computers • 7
requirements • 7

S
SmartPlant Instrumentation Server • 5, 9,
11
define general settings • 11
installing • 9
overview • 5
system requirements • 7

W
workstation computers • 7

SmartPlant Instrumentation Server Installation and Configuration Guide 15