Smart Instrumentation Server

Installation and Configuration Guide

Version 2018 (12.00)
June 2018
Copyright
Copyright © 1995-2018 Hexagon AB and/or its subsidiaries and affiliates. All rights reserved.
This computer program, including software, icons, graphic symbols, documentation, file formats, and audio-visual displays; may be
used only as pursuant to applicable software license agreement; contains confidential and proprietary information of Hexagon AB
and/or third parties which is protected by patent, trademark, copyright law, trade secret law, and international treaty, and may not be
provided or otherwise made available without proper authorization from Hexagon AB and/or its subsidiaries and affiliates.

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Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the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Unpublished - rights reserved under the copyright laws of the United States.
Hexagon PPM
305 Intergraph Way
Madison, AL 35758

Documentation
Documentation shall mean, whether in electronic or printed form, User's Guides, Installation Guides, Reference Guides,
Administrator's Guides, Customization Guides, Programmer's Guides, Configuration Guides and Help Guides delivered with a
particular software product.

Other Documentation
Other Documentation shall mean, whether in electronic or printed form and delivered with software or on Intergraph Smart Support,
SharePoint, or box.net, any documentation related to work processes, workflows, and best practices that is provided by Intergraph
as guidance for using a software product.

Terms of Use
a. Use of a software product and Documentation is subject to the Software License Agreement ("SLA") delivered with the 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 and Documentation. 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.
b. For use of Documentation or Other Documentation where end user does not receive a SLA or does not have a valid license
agreement with Intergraph, Intergraph grants the Licensee a non-exclusive license to use the Documentation or Other
Documentation for Licensee’s internal non-commercial use. Intergraph Corporation gives Licensee permission to print a
reasonable number of copies of Other Documentation for Licensee’s internal, non-commercial use. The Other Documentation
may not be printed for resale or redistribution. This license contained in this subsection b) may be terminated at any time and
for any reason by Intergraph Corporation by giving written notice to Licensee.

Disclaimer of Warranties
Except for any express warranties as may be stated in the SLA or separate license or separate terms and conditions, Intergraph
Corporation disclaims any and all express or implied warranties including, but not limited to the implied warranties of merchantability
and fitness for a particular purpose and nothing stated in, or implied by, this document or its contents shall be considered or deemed
a modification or amendment of such disclaimer. 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, Documentation and Other Documentation discussed in this document are furnished under a license and may be used
or copied only in accordance with the terms of this license. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL
EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

Smart Instrumentation Server Installation and Configuration Guide 2

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.

Limitation of Damages
IN NO EVENT WILL INTERGRAPH CORPORATION BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL INCIDENTAL,
SPECIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF USE OR PRODUCTION, LOSS OF
REVENUE OR PROFIT, LOSS OF DATA, OR CLAIMS OF THIRD PARTIES, EVEN IF INTERGRAPH CORPORATION HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
UNDER NO CIRCUMSTANCES SHALL INTERGRAPH CORPORATION’S LIABILITY EXCEED THE AMOUNT THAT
INTERGRAPH CORPORATION HAS BEEN PAID BY LICENSEE UNDER THIS AGREEMENT AT THE TIME THE CLAIM IS
MADE. EXCEPT WHERE PROHIBITED BY APPLICABLE LAW, NO CLAIM, REGARDLESS OF FORM, ARISING OUT OF OR IN
CONNECTION WITH THE SUBJECT MATTER OF THIS DOCUMENT MAY BE BROUGHT BY LICENSEE MORE THAN TWO (2)
YEARS AFTER THE EVENT GIVING RISE TO THE CAUSE OF ACTION HAS OCCURRED.
IF UNDER THE LAW RULED APPLICABLE ANY PART OF THIS SECTION IS INVALID, THEN INTERGRAPH LIMITS ITS
LIABILITY TO THE MAXIMUM EXTENT ALLOWED BY SAID LAW.

Export Controls
Intergraph Corporation’s commercial-off-the-shelf software products, customized software and/or third-party software, including any
technical data related thereto (“Technical Data”), obtained from Intergraph Corporation, its subsidiaries or distributors, is subject to
the export control laws and regulations of the United States of America. Diversion contrary to U.S. law is prohibited. To the extent
prohibited by United States or other applicable laws, Intergraph Corporation software products, customized software, Technical Data,
and/or third-party software, or any derivatives thereof, obtained from Intergraph Corporation, its subsidiaries or distributors must not
be exported or re-exported, directly or indirectly (including via remote access) under the following circumstances:
a. To Cuba, Iran, North Korea, the Crimean region of Ukraine, or Syria, or any national of these countries or territories.
b. To any person or entity listed on any United States government denial list, including, but not limited to, the United States
Department of Commerce Denied Persons, Entities, and Unverified Lists, the United States Department of Treasury Specially
Designated Nationals List, and the United States Department of State Debarred List
(https://build.export.gov/main/ecr/eg_main_023148).
c. To any entity when Customer knows, or has reason to know, the end use of the software product, customized software,
Technical Data and/or third-party software obtained from Intergraph Corporation, its subsidiaries or distributors is related to the
design, development, production, or use of missiles, chemical, biological, or nuclear weapons, or other un-safeguarded or
sensitive nuclear uses.
d. To any entity when Customer knows, or has reason to know, that an illegal reshipment will take place.
Any questions regarding export/re-export of relevant Intergraph Corporation software product, customized software, Technical Data
and/or third-party software obtained from Intergraph Corporation, its subsidiaries or distributors, should be addressed to PPM’s
Export Compliance Department, 305 Intergraph Way, Madison, Alabama 35758 USA or at exportcompliance@intergraph.com.
Customer shall hold harmless and indemnify PPM and Hexagon Group Company for any causes of action, claims, costs, expenses
and/or damages resulting to PPM or Hexagon Group Company from a breach by Customer.

Trademarks
Intergraph®, the Intergraph logo®, Intergraph Smart®, SmartPlant®, SmartMarine, SmartSketch®, SmartPlant Cloud®, PDS®,
FrameWorks®, I-Route, I-Export, ISOGEN®, SPOOLGEN, SupportManager®, SupportModeler®, SAPPHIRE®, TANK, PV Elite®,
CADWorx®, CADWorx DraftPro®, GTSTRUDL®, and CAESAR II® are trademarks or registered trademarks of Intergraph Corporation
or its affiliates, parents, subsidiaries. Hexagon and the Hexagon logo are registered trademarks of Hexagon AB or its subsidiaries.
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.

Smart Instrumentation Server Installation and Configuration Guide 3

Contents
Intergraph Smart® Instrumentation Server .............................................................................................. 5
Hardware and Software Recommendations ........................................................................................... 6
Smart Instrumentation Database Server .......................................................................................... 6
Smart Instrumentation Workstation .................................................................................................. 8
Installing and Configuring Smart Instrumentation Server ..................................................................... 10
Enable File and Printer Sharing ..................................................................................................... 11
Install Smart Instrumentation Server .............................................................................................. 11
Configure General Settings and Preferences ................................................................................ 12
Create a Printer Port for a 64-bit Operating System ...................................................................... 13

Index ........................................................................................................................................................... 14

Smart Instrumentation Server Installation and Configuration Guide 4

SECTION 1

Intergraph Smart® Instrumentation

Server
Intergraph Smart® Instrumentation Server is a component of the Smart Instrumentation
application that extends the functionality of Smart Instrumentation as follows:
 IDEAL users, who do not use the Smart Instrumentation application, can connect to the
Smart Instrumentation database and then display retrieved data in formats supported by
Smart Instrumentation, for example, the .sma format for enhanced reports.
 External users can display Smart Instrumentation data as .pdf files.
The installation of Smart Instrumentation Server requires a special serial number.

Smart Instrumentation Server Installation and Configuration Guide 5

SECTION 2

Hardware and Software Recommendations

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

 The Smart Instrumentation database management server installation was certified on 64-bit
hardware with a 64-bit operating system and 64-bit database software. The client machine
installation was certified on 64-bit hardware with a 64-bit operating system and 32-bit
database software for Smart Instrumentation.
 The Smart 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 Smart Instrumentation on a 64-bit operating system, the default installation
folder is Program Files (x86).
Oracle users, when upgrading from SmartPlant Instrumentation 2016 SP1 to Smart
Instrumentation 2018 must have both Oracle server 64-bit and Oracle client 64-bit installed as
well as the 32-bit Oracle client. This is because certain functions such as backup and upgrade
now use 64-bit client database components, while the 32-bit client is required for running Smart
Instrumentation.

Smart Instrumentation Database Server

Hardware Recommendations
 3 GHz Pentium processor (for Oracle), Xeon machine with 2 GHz processor or higher (for
SQL Server)
 4 GB RAM (depending on project size)
 3 GB disk space
 100 BaseT or higher network interface (1 Gbit recommended)
 Digital tape or DVD backup system for server
 For all installations, CD ROM or DVD drive access, either locally or through a network
connection

Supported Operating Systems

 Windows Server 2012 R2 Standard and/or Enterprise Server
 Windows Server 2016 Standard or Enterprise Server

Supported Database Servers

 Microsoft SQL Server 2014 SP2
 Microsoft SQL Server 2016

Smart Instrumentation Server Installation and Configuration Guide 6

 Intergraph Smart® Instrumentation Server

 Oracle 12c R1 client (12.1.0.2.2) Patch 2 (64-bit)

Beginning with Windows 10 and Oracle 12.1.0.2, Microsoft and Oracle will enforce
the Internet Host Table Specification RFC 952 which mandates that component hostname labels
can contain only alphanumeric characters. Host names using underscores (‘_’) are not allowed.
Refer to Oracle Support Articles 1603775.1 and 1957895.1 and Microsoft KB 101785.

Recommended Disk Space

Oracle 12c software

Oracle Server installation 2 GB

Initial Oracle instance 50 MB

Total 2.5 GB

SQL Server 2014 SP 2/2016 Software Smart Instrumentation Software

SQL Server 2014 SP2/2016 6 GB Initial Smart 200 MB

installation Instrumentation database

Smart Instrumentation 500 MB

data files (5000 loops with
wiring)

Total 6 GB Total 0.7 GB

Software Prerequisites
 A PDF reader (required for reading and saving various documents)
 Microsoft Edge Browser
 Microsoft .NET Framework 4.6.2
 Microsoft Office 2013 or 2016 (32-bit)
If you intend working remotely, for example using Citrix, to use the Save-as Excel
command, you must install from the Microsoft Download center the following file: Microsoft
Access 2013 Runtime.exe.
(https://www.microsoft.com/en-us/download/details.aspx?id=39358).
 SmartPlant License Manager 12.00.83.00 or higher.
Microsoft .NET Framework is delivered as part of Microsoft Windows Server installation.

Smart Instrumentation Server Installation and Configuration Guide 7

 Intergraph Smart® Instrumentation Server

Smart Instrumentation Workstation

Hardware Recommendations
 3 GHz Pentium processor
 4 GB RAM or higher
 3 GB disk space
 100 BaseT or higher network interface (1 Gbit recommended)
 For SmartPlant Enterprise installation, DVD drive access, either locally or through a network
connection
 For Smart 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 Windows 7 SP1 Professional and Enterprise, 64-bit
 Microsoft Windows 10 Professional & Enterprise

 The operating system must be installed in an account where you have administrator
privileges.
 Smart Instrumentation is certified on Windows 7 with UAC ‘On’ at Level 3 (Default).
 Due to security changes in Windows 10, users who require access to INIT/Backup, upgrade,
import, and Administration functions, must have windows administrative privileges for this
functionality to work correctly.
 Web links in the software do not function in the Edge browser for Windows 10, if the UAC
control is off.

Supported Database Clients

 MS SQL Client 2014 or 2016 (The client is installed along with the SQL server software and
is not a separate installation).
 Oracle 12c R1 client (12.1.0.2) Patch 2. 32-bit client required for both 32-bit and 64-bit
Oracle databases.

 The client database software must be of the same version as the server database software.
 Beginning with Windows 10 and Oracle 12.1.0.2, Microsoft and Oracle will enforce the
Internet Host Table Specification RFC 952 which mandates that component hostname
labels can contain only alphanumeric characters. Host names using underscores (‘_’) are
not allowed. Refer to Oracle Support Articles 1603775.1 and 1957895.1 and Microsoft KB
101785.

Smart Instrumentation Server Installation and Configuration Guide 8

 Intergraph Smart® Instrumentation Server

Recommended Disk Space

Oracle 12c Software

Oracle Client installation 1 GB

Total 1 GB

SQL Server 2014 SP2/2016 Smart Instrumentation Software

Software

SQL Server 2014 2 GB Smart Instrumentation application 1.6 GB

SP2/2016 Client (full installation)
installation

Total: 2 GB Total: 1.6 GB

Software Prerequisites
 A PDF reader (required for reading and saving various documents)
 Microsoft XML Core Services (MSXML) 6.0 SP1/SP3
 Microsoft Office 2013 or 2016.

 32-bit Smart Instrumentation Clients that cannot utilize the 64-bit Office 2013 solution
due to bitwise incompatibilities should adopt 32-bit Office 2013. (Microsoft Excel is
required for working with report templates and for viewing the Installation Checklist and
various other files.)
 To use the Save-as Excel command, you must install from the Microsoft Download
center the following file: Microsoft Access 2013 Runtime.exe
(https://www.microsoft.com/en-us/download/details.aspx?id=39358).

 SmartPlant License Manager v2018 (13), and SPLM.

 Microsoft .NET Framework 4.6.2.
 Microsoft Edge Browser.
Microsoft .NET Framework is delivered as part of Microsoft Windows.

Smart Instrumentation Server Installation and Configuration Guide 9

 Intergraph Smart® Instrumentation Server

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 2014 R1 or similar graphical editor (required for editing border template
files and for symbol creation)
 Autodesk AutoCAD
 AutoCAD 2012 - The Save As functionality in Smart Instrumentation 2018 only
saves drawings for use with AutoCAD 2012.
 AutoCAD 2014 - Drawings created in AutoCAD 2014 can be generated in Smart
Instrumentation 2018.
 For compatibility with other versions, see the Version Compatibility section of the
Readme.pdf file in the SmartPlant Instrumentation folder.
 Bentley MicroStation —08
 InfoMaker 2017
For working in a Citrix environment:
 Citrix XenApp 7.6. On Windows Server 2016.
Smart Instrumentation doesn't support Citrix Seamless Mode.

Installing and Configuring Smart Instrumentation

Server
If you intend to use Smart 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 11).
 Install Smart Instrumentation Server. For details, see Install Smart Instrumentation Server
(on page 11).
 Configure Smart Instrumentation Server settings. For details, see Configure General
Settings and Preferences (on page 12).
 If working on a 64-bit operating system, create a printer port manually. For details, see
Create a Printer Port for a 64-bit Operating System.
When you install Smart Instrumentation Server, the driver used for printing PDF files,
Amyuni PDF Converter 5.51, is included in the installation.

Smart Instrumentation Server Installation and Configuration Guide 10

 Intergraph Smart® Instrumentation Server

Enable File and Printer Sharing

Open Windows Firewall as follows:
1. Click Start > Control Panel > Windows Firewall.
2. Click Allow a program or feature through Windows Firewall.
3. Under Allowed programs and features, select the File and Printer Sharing check box.
4. Click OK, and then close the Firewall control panel.

Install Smart Instrumentation Server

 Smart Instrumentation requires that you install and configure SmartPlant License Manager
software on your workstation for concurrent licensing for both the core Smart
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.
 The installation of Smart Instrumentation Server requires that you have already installed
Smart Instrumentation. For more information on how to install Smart Instrumentation, see
the Installing Smart Instrumentation section of the Smart Instrumentation Installation and
Upgrade Guide.
 The installation media must be available from the same device that was used to install
Smart Instrumentation.
1. Open the Windows Control Panel > Programs and Features.
2. Click on the Smart Instrumentation icon and select Change.
3. On the Modify window, click Additional Software.
4. On the Additional Software page, click Intergraph Smart Instrumentation Server 2018.
5. On the Welcome page, click Start Setup.
6. On the Details and Features page, type your name, company name, and serial number,
and click Next.
The serial number is used for initial installation purposes only. A license key is
required to run Smart Instrumentation. For more information, refer to the SmartPlant
License Manager Online Help.
7. On completion of the installation, if you want to open the Readme file, select View Readme.

 The Readme file opens after you click Finish.

 We recommend that you choose to view the Readme file, as it contains important
information about Smart Instrumentation. You can find this file, Readme.htm, in the
Smart Instrumentation home folder or in the root folder of the installation media.
8. Click Finish to complete the setup and installation.

Smart Instrumentation Server Installation and Configuration Guide 11

 Intergraph Smart® Instrumentation Server

The driver used for printing the PDF files is included in the Smart 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\.

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 Smart 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 Smart 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 customer support in finding solutions to
document generation problems. The file holds information about your Smart
Instrumentation Server settings and also contains records of any operation in which Smart
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.
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 Smart 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.

Smart Instrumentation Server Installation and Configuration Guide 12

 Intergraph Smart® Instrumentation Server

16. Beside Open drawing files from, click Browse to navigate to the desired path.
After performing completing the Smart Instrumentation Server configuration
procedure, it is recommended that you restart the computer and log on to Smart Instrumentation
by double-clicking the Intools.exe file.

Create a Printer Port for a 64-bit Operating System

1. Click Start > Printers and Faxes.
2. Open the properties window for Amyuni PDF Converter.
3. Click the Ports tab.
4. Click Add Port.
5. On the Printer Ports dialog box, select the Local Port, and then click New Port from the
list.
6. Type a port name in the Enter a port name box and click OK.
You can enter any descriptive name, such as Amyuni PDF.
7. On the Printer Ports dialog box, click Close.
8. On the Ports window, check the new port in the list, if it is not already checked, and click
Apply.
9. Click OK to close the printer properties window.

Smart Instrumentation Server Installation and Configuration Guide 13

Index

S
SmartPlant Instrumentation Server • 5
overview • 5

Smart Instrumentation Server Installation and Configuration Guide 14