Process, Power and Marine Division

SmartPlant Foundation 2008 Overview

John Kidd
Intergraph Scandinavia 2008
SP Foundation Product Manager 12th Nov Gardermoen
 SmartPlant Foundation 2008

ƒ Part of SmartPlant Enterprise 2008

ƒ Internal version 4.2
ƒ Released April 2008
ƒ Server:
ƒ Windows 2000 SP4
ƒ Windows 2003 SP2 (32 bit) and R2 SP2 (32 or 64 bit)
ƒ Oracle 10g Release 2
ƒ SQL Server 2005 SP2
ƒ Client: (Desktop and Web)
ƒ Windows 2000 SP4
ƒ Windows XP Professional SP2
ƒ Vista 1 SP1

© 2008. Intergraph Corporation. All Rights Reserved.

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 Why Version 4?

ƒ Need to isolate working data from released.

ƒ Authoring domains
ƒ Need to support consistency reporting.
ƒ Publish domains
ƒ Need support for concurrent engineering.
ƒ Major upgrade to configuration management.
ƒ Need a document model that better represents the real world.
ƒ Major upgrade to the SPF document model

© 2008. Intergraph Corporation. All Rights Reserved.

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 SmartPlant Foundation 2008

ƒ Schema Object Model - only

ƒ Supports upgraded 2007 SO and BO models and data
ƒ Customisation requires services review
ƒ Concurrent engineering enhancements
ƒ Progress module
ƒ New more powerful security model
ƒ Web Portal for interoperability
ƒ Administration clients consolidated
ƒ Single persistence model for schema, admin and data - reporting
ƒ Single client for administration and operation
ƒ General usability enhancements
ƒ Improved document handling
ƒ Client localization and Server internationalization

© 2008. Intergraph Corporation. All Rights Reserved.

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 Domains

ƒ Domains provide data segregation

ƒ SPF stand alone document / tag management
ƒ Separate the data published by the tools
ƒ Correlated via the shared domain
ƒ Separate the working and published data in SPF
ƒ Configurations run across domains
ƒ Providing Project As Built support for SPF stand alone systems
ƒ Providing Project As Built support for integrated systems in the future
ƒ Roles
ƒ Control domain visibility
ƒ Role assignments control access within Plants and Projects

Process
Engineer
PID Publish SPI Publish SPF Publish SPF Shared SPF Working
Project 1 Update
View
Domain Domain View
Domain Domain Domain

© 2008. Intergraph Corporation. All Rights Reserved.

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 Domains

ƒ Managed Inconsistencies
ƒ The data warehouse displays last in wins by default
ƒ Inconsistencies are highlighted
ƒ View constituent data as published
ƒ View and manage inconsistencies
ƒ Provides future for support of status and ownership

© 2008. Intergraph Corporation. All Rights Reserved.

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 Domains

ƒ Integrated Authoring within SPF

ƒ Edit within protected/isolated SPF authoring tools
ƒ Datasheets and Data Lists
ƒ Standardized format for exchange with suppliers
ƒ 2008 SP1 delivers 20 API Equipment Datasheets (limited set of properties
mapped to the integration schema)
ƒ Line List and FEED applications in future service packs
ƒ SPF Publish
ƒ Publish documents to the data warehouse
ƒ IPD datasheets configured OOTB
ƒ Data lists configurable eg instrument lists
ƒ SPF Retrieve
ƒ Retrieve data into SPF
ƒ SPF To Do List

© 2008. Intergraph Corporation. All Rights Reserved.

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 Concurrent Engineering
ƒ Has been referred to as “Project / As-built” and utilizes SPF’s inherent and enhanced
configuration management capabilities
ƒ Concurrent Engineering provides the ability to manage multiple engineering projects
executing concurrently which are associated with an operating plant and that potentially
utilize the same scope of information
ƒ Managing change (the ever evolving ‘configuration’ of the plant)
ƒ Isolating change from a design basis until execution
ƒ Multiple level (plant-projects, project-workpacks etc)
ƒ Managing concurrent change
ƒ Shared design basis
ƒ View effects of change and parallel changes
ƒ Conflict resolution
ƒ Supporting design alternatives
ƒ Put options on hold
ƒ History retention and archiving
ƒ Controlled update of design basis on execution
ƒ This requires the ability to process long term transactions that may span days, weeks or
months, as opposed to short term transactions typically supported by a database, while
maintaining control of the records.

© 2008. Intergraph Corporation. All Rights Reserved.

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 Concurrent Engineering

ƒ User is granted to role within plants and projects

ƒ Support for multiple working document revisions
ƒ SPF standalone supports parallel projects
ƒ Integrated operation limited to single project
ƒ Querying across multiple plants and projects
ƒ Project only view filtering out plant “clutter”
ƒ Claim process formalized
ƒ Explicit claim or claim on the fly while editing (like 3.x)
ƒ Exclusive locking at object or system level
ƒ Mandatory and optional claim of related objects based on schema

© 2008. Intergraph Corporation. All Rights Reserved.

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 Concurrent Engineering

ƒ Unclaim
ƒ Proactive notification of design basis change
ƒ By merge from parallel project
ƒ By As Built change
ƒ Conflict resolution tools
ƒ Conflict checks with resolution before merge (from project)
ƒ Future changes reports (from plant)
ƒ Partial Merge with history retention to support effectivity date setting

© 2008. Intergraph Corporation. All Rights Reserved.

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 Progress Management

ƒ Ability to plan and report the development of time critical activities related
to documentation.
ƒ Ability to track the development of deliverables and groups of
deliverables against a project plan/set of milestones.
ƒ Design Progress for individual deliverables
ƒ Activity Progress for groups of deliverables
ƒ Ability to set and track planned, actual and forecast dates.
ƒ Ability to report on man-hour budgets, & remaining man-hours to
completion.
ƒ Ability to view progress at varying levels within a Project hierarchy.

© 2008. Intergraph Corporation. All Rights Reserved.

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 Progress Management

ƒ Configurable hierarchy
ƒ Configurable workpacks with production steps & milestones
ƒ Progress documents (or any object)
ƒ Rollup of progress at every level in hierarchy
ƒ Reporting planned, actual and forecast progress
ƒ Re-planning mode allows viewing of changes before acceptance

© 2008. Intergraph Corporation. All Rights Reserved.

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 New Security Model

ƒ Role assignments replace plant and project lists

ƒ Roles control domain access
ƒ Roles are a collection of access groups with related owning groups
ƒ E.g. an Engineer can update engineering data and view any data.
ƒ Roles manage other roles
ƒ E.g. a Project Administrator can assign engineers to the project but no other roles.
ƒ Dedicated GUI for role assignment management
ƒ User management
ƒ Users assigned roles in selected configurations

© 2008. Intergraph Corporation. All Rights Reserved.

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 Client Consolidation

ƒ Desktop Client
ƒ Administrative functions
ƒ Data loading
ƒ Full-featured end-user client
ƒ Schema Editor
ƒ Modeling and mapping
ƒ Server Manager
ƒ Server scope configuration tasks
ƒ Web Portal
ƒ View and markup

© 2008. Intergraph Corporation. All Rights Reserved.

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 Web Portal

ƒ Based on Web Parts Technology

ƒ ASP.NET 2.0
ƒ Supports simple WSS/IIS implementation, or Microsoft SharePoint Portal Server, or
Microsoft Office SharePoint Server (MOSS2007)
ƒ Fulfills thin client, portal, and toolkit requirements.
ƒ Initial release focuses on View, Query, Print with Markup in SP1

© 2008. Intergraph Corporation. All Rights Reserved.

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 Client Consolidation

ƒ Desktop Client
ƒ Administrative functions
ƒ Common GUI configuration and reporting
ƒ Security and project control
ƒ Utilises new Manage Related Items GUI and dedicated GUI
ƒ Workflow
ƒ Internal name display ala Directa Reveal Model

© 2008. Intergraph Corporation. All Rights Reserved.

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 Client Consolidation

ƒ Desktop Client
ƒ Data loading
ƒ Excel loader with compare
ƒ Schema loading with compare
ƒ Data loading

© 2008. Intergraph Corporation. All Rights Reserved.

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 Client Consolidation

ƒ Desktop Client
ƒ Full-featured end-user client
ƒ No Extended List View
ƒ List view columns fully configurable by object / interface
ƒ Not yet user definable
ƒ Configurable Tree View
ƒ Fully functional classification trees
ƒ Configurable object identification properties

© 2008. Intergraph Corporation. All Rights Reserved.

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 Enhanced Document Model

ƒ Consolidated document object

ƒ Comprised of Master, Revision and Version with File
ƒ Displays as single object in the client
ƒ Document reservation and activation
ƒ Revisions modelled as optional
ƒ Different Lifecycle state for Reserved documents

© 2008. Intergraph Corporation. All Rights Reserved.

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 Enhanced Document Functionality

ƒ Configurable Revision Schemes

ƒ By Plant/Project, Configuration Level, Document Class and or Classification
ƒ Configurable Vaults configurable
ƒ By Owning Group, Configuration, Document Class with conditions
ƒ Archive & Purge
ƒ Rule-based (i.e. If Condition = True Then…)
ƒ Scheduled or on demand
ƒ Archive based on the transmittal export (Data as XML & files)
ƒ Archive & purge not linked so can be used independently.
ƒ ENS Enhancements
ƒ Configured on the Class not the forms
ƒ Supports alternative definitions by Class & Classification
ƒ Supported by all creation processes, e.g. the loader
ƒ FTR Enhancements
ƒ Configurable by Class and Property

© 2008. Intergraph Corporation. All Rights Reserved.

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 Usability Enhancements

ƒ Enhanced Subscriptions
ƒ Event driven
ƒ Conditional
ƒ Class based as well as object based
ƒ Alternative actions
ƒ Notify
ƒ Log Message
ƒ Procedure Call (DLL)

© 2008. Intergraph Corporation. All Rights Reserved.

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 Server Manager

ƒ Separate Install from Configuration

ƒ Any function that spans SPF instances is a candidate for this utility.
ƒ Create new instances or domains.
ƒ Seed instances with baseline configuration.
ƒ Configuration of Scheduler, FTR, etc.
ƒ Troubleshooting
ƒ Content Delivery

© 2008. Intergraph Corporation. All Rights Reserved.

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 Internationalization

ƒ Support localizations of
ƒ Client GUI Text
ƒ Schema and object “display-as”
ƒ Schema items including Enums
ƒ Tree views such as classification trees
ƒ Will not support
ƒ Multiple values for data

© 2008. Intergraph Corporation. All Rights Reserved.

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 2007 – 2008 Migration

ƒ Starting point is SPF 3.8 Schema Object model

ƒ This does not mean ending up with the EF schema!
ƒ Business Object models are first converted to Schema Object models.
ƒ Tools available to migrate system configuration and data
ƒ The system configuration is extracted and rebuilt on the 4.2 “core” model
ƒ Similar to 3.8 minimum model with a more comprehensive security model
ƒ User groups etc are migrated to a set of roles
ƒ Manual modification necessary to make use of many new features of the
security model
ƒ Manual validation and modification of all methods is necessary as a result of
client API changes
ƒ The data is then migrated with schema transforms as necessary
ƒ Integrated systems require additional migration tasks
ƒ Tool registration and design basis information has to be migrated
ƒ Integrated published data is reloaded to populate each tool publish domain
ƒ Customisation will require re-write

© 2008. Intergraph Corporation. All Rights Reserved.

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 2007 – 2008 Migration

ƒ Integrated System
3.8 SO Model 4.2 Model
Custom Schema Custom Schema
Migrate
EF Schema Core & EF
Schema

ƒ Custom Schema Object System

3.8 SO Model 4.2 Model
Custom Schema Custom Schema
Migrate
Minimum Schema Core

ƒ Business Object System

3.8 BO Model 3.8 SO Model 4.2 Model
Custom Schema
Schema Migrate
Convert
Business Objects Business Objects Core Schema

Add EF
schema

4.2 Model
Custom Schema Map EF Schema

Core Schema

© 2008. Intergraph Corporation. All Rights Reserved.

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 SPF 2009

ƒ List editing
ƒ Managing lists as documents
ƒ Versioning lists
ƒ Viewable file based on template with title block information
ƒ Publishable to the data warehouse
ƒ Line List application first release
ƒ Process Engineering application first release

© 2008. Intergraph Corporation. All Rights Reserved.

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Process, Power and Marine Division

SmartPlant Foundation 2008 Overview

John Kidd
Intergraph UK & Ireland 2008
SP Foundation Product Manager 18th Nov CBI Conference Centre