Schem SPI Installation Guide

(1)

Installation and Upgrade Guide

Version 2013 March 2013 DSPI2-PE-200001B

(2)

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- Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States.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Unpublished - rights reserved under the copyright laws of the United States.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.

(3)

SmartPlant Instrumentation Installation and Upgrade Guide 3

SmartPlant Instrumentation Installation and Upgrade Guide 9 This section describes how to set up your database and install SmartPlant Instrumentation and supporting software. Before you begin installing the software, verify that the computers on which the software components will be installed meet the requirements described in

Hardware and Software Recommendations (on page 19).

If you are working with IDEAL, you must install SmartPlant Instrumentation Server, which requires a special serial number. For installation details, see the SmartPlant

Instrumentation Server and IDEAL Installation and Configuration Guide.

Third Party Software Installation

Third party software such as CAD package and report generator such as InfoMaker can be installed at any location on the network or local stations. The drives (local or network mapped) on which these packages are installed require read/write access for the stations that are configured to use them.

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.

SmartPlant Instrumentation Program Group

SmartPlant Instrumentation provides multiple views of a central, unified data structure that represents the plant model. A view is a visual presentation of the data in the plant model and can be a schematic drawing or a table. The plant model is the computer representation of the conceptual design, including all plant components and their relationships. By manipulating model views, you can organize the information within the plant model to better understand and maintain the data.

SmartPlant Instrumentation has several programs and utilities for running and managing your plant data.

Installing the Software for SmartPlant

Instrumentation

(10)

SmartPlant Instrumentation provides an environment that allows you

to design and maintain every stage in the life-cycle of plant

engineering systems, from construction, through maintenance and modernization, to de-commissioning.

Administration Module provides you with administrative tools for

keeping track of your resources and maintaining user access security.

DB Setup Utility allows you to create an initial SmartPlant

Instrumentation database.

Import Utility allows you to import data from most common database

formats into a selected table or module in the SmartPlant Instrumentation database.

Internal Setup Utility is for the use of System Administrators to

troubleshoot and fix database problems in SmartPlant Instrumentation without the need to log on to SmartPlant Instrumentation.

Merger Utility provides you with the means of transferring a selected

plant hierarchy item (for example, domain, plant, and so forth) from a source domain to the same type of plant hierarchy item in an existing target domain.

SmartPlant Instrumentation Rule Manager is an environment used for

creating, manipulating, and managing sets of consistency rules that apply whenever a user associates two items or modifies properties of a certain item in SmartPlant Instrumentation. Rule manager also creates GUI rules that allow a user control over every field in every item's 'Properties' dialog box. These rules determine how items act and interact within a project. Usually, you create a set of rules at the beginning of a project.

Enhanced Report Utility allows you to generate graphical reports for

items such as loops, cables, and terminal strips using a generic engine that draws various wiring objects based on database query retrieval.

(11)

Symbol Editor allows you to customize symbols to fit your own design

conventions specifically for Layout reports and for Enhanced

SmartLoop drawings that use the Custom by Loop or Custom by Signal generation methods.

In addition to the main application, a number of add-on utilities are available as separate installations.

Intergraph IDEAL API is a set of components that are used to generate

reports containing SmartPlant Instrumentation data. IDEAL enables you to retrieve data and display it in a Web browser in a format appropriate for the report type.

DDP Export Utility allows you to specify parameters needed to create

a data file that is used to export dimensional data from SmartPlant Instrumentation to Plant Design System (PDS™).

External Editor allows you to view and modify external instrument

specification sheets (.psr and .isf files).

Process Data Editor allows you to view and modify external process

data sheets (.ipd files).

SAP Export Utility allows you to specify parameters needed to create a data file that is used to export data from SmartPlant Instrumentation to SAP.

(12)

(13)

SmartPlant Instrumentation Installation and Upgrade Guide 13 The Setup Utility allows you to install required and optional components, such as SmartPlant Instrumentation modules (for example, Administration, Instrument Index, Wiring), Import and Merger utilities, documentation files, and so forth. You can install all or only some of the components, depending on the amount of free space available on your hard disk, and your engineering needs. For details of components that are required for working with SmartPlant Instrumentation, see List of SmartPlant Instrumentation Components (on page 27).

You run Setup when:

 Installing a new version of SmartPlant Instrumentation.  Upgrading an existing SmartPlant Instrumentation installation.

 Adding selected SmartPlant Instrumentation components to an existing installation. If you add any components to an existing installation, make sure that the version of the components you install is the same as the version of the existing installation.

If you upgrade your current software version, it is recommended that you backup your current database before you start the actual installation process.

For details of how to back up an entire Oracle or SQL Server database, you need to use Oracle or SQL Server tools. For details, see SmartPlant Instrumentation Configuration and

Maintenance Guide, Backup and Restore. If you have System Administrator database access rights, you can also back up your database by selecting to save a copy of your existing database during the setup procedure.

When you install SmartPlant Instrumentation you need to determine the appropriate access rights for each user (regular users, Domain Administrators and the System Administrator). For details, see the Administration User's Guide, Access Rights.

You install SmartPlant Instrumentation either on the computer where you installed the database server (file server) or on the local station. The following are some of the environment characteristics that you should consider when deciding where to install SmartPlant Instrumentation:

 Free disk space — The computer where you install SmartPlant Instrumentation should have free disk space sufficient for the installation.

 Network performance — Most databases operate on local networks. Therefore, the local network data transfer rate significantly influences the overall performance of the database platform and SmartPlant Instrumentation. For this reason, if the local network

(14)

14 SmartPlant Instrumentation Installation and Upgrade Guide under-performs, install SmartPlant Instrumentation on the local station to be able to work faster with SmartPlant Instrumentation features.

 SmartPlant Instrumentation components upgrade — You should consider the amount of work involved in upgrading or re-installing all the copies of SmartPlant Instrumentation on the local network, in case you install SmartPlant Instrumentation on the stations.

Before you start the installation process, make sure that your computer (file server or local station) has access to a CD-ROM or DVD drive. If your machine does not have access to a suitable drive, you need to copy all the installation files from the installation media to your local hard disk.

If you are upgrading from an existing installation, make sure that all components of the software are inactive before starting the Setup process.

(15)

SmartPlant Instrumentation Installation and Upgrade Guide 15 Supporting internationalization in a homogeneous environment is one of the enhancements available in SmartPlant Enterprise. A homogeneous environment uses elements from only a single locale. For example, a German customer running on a German operating system using only German characters and German cultural conventions is a fully supported homogeneous environment configuration.

Homogeneous Environments

When starting a new project, use extra care during installation and configuration to ensure the proper creation and maintenance of homogeneous environments:

 All the computers (servers and clients) within an integrated SmartPlant Enterprise implementation must have the same regional settings, and no one should change the regional settings after the project has started.

 Do not cross the decimal locale boundary. This is the most common cause of numeric data corruption and calculation errors. Having users with different regional settings (like with a period versus a comma for the decimal point) causes the software to interpret values unpredictably. For example, a motor with a rated power of 10.5 kW can be read by the software as 105 kW to the user with different regional settings. A cable length defined as 39 ft 11.21 inches has been interpreted as 121718910971323 meters when published to an XML file. These incorrect interpretations may be used in internal software calculations and can be impossible to backtrack or correct. Do not change the decimal point character to try to solve an issue. Doing so will only corrupt values in the database or in text files.  Do not cross the character-set locale boundary. For example, the character set boundary

between Western (Latin-based) and Eastern Europe (Cyrillic-based), or between Eastern Europe and Japan.

 Create Microsoft SQL Server databases with locale-specific collation settings and ensure that all databases have the same setting.

Heterogeneous Environments

In contrast, a heterogeneous environment using elements from different, or even multiple locales, is not supported. Many customers are currently operating in unsupported

heterogeneous environments and are often not aware of that fact. Examples of heterogeneous environments:

(16)

16 SmartPlant Instrumentation Installation and Upgrade Guide  Entering or viewing Japanese data on an US/English operating system

 Using German Regional Settings (where the decimal point is a comma) on a US/English operating system

 Using databases with different character encodings such as CL8MSWIN1251 or JA16SJIS  Using multiple languages in a project, especially when crossing language-group boundaries  Using an English server with different local language clients

International / Bi-lingual Projects

International bi-lingual projects are possible; however, great care must be used when configuring these environments. Limitations exist and must be properly understood:

 Oracle and MS SQL Server databases can reside on any language operating system, as long as the databases have been created and configured with proper Unicode and collation settings.

 All Microsoft operating systems (Japanese, Russian, German, and so forth) can enter English characters. The reverse, however, is not true in most cases.

 Keyboard-locale can be changed as long as a character-set and code- page boundary is not crossed. For example, English, German, French, and Spanish characters can all be used in the same project because the same Windows code-page (1252) is used. However, Russian characters (code-page 1251) cannot be used in a US/English environment.

 You must decide which language operating system will be the master for bi-lingual projects. The following is an example of a Russian-based project:

Companies in the United States and the United Kingdom are working a project with a Russian company and the deliverables (drawings, reports, and so forth) must ultimately be provided in Russian. The companies in the U.S. and the U.K. are working the project using the "master" Russian operating systems (possibly using virtual Russian operating systems running on

VMware Workstation). The U.S. and U.K. companies can install and use English Microsoft Office products on the Russian operating system because Office products are globally enabled. If a Russian interface exists for the SmartPlant Enterprise application, then Russian users can use the Russian interface while the English-speaking users would continue to use the US/English interface. English-speaking engineers can enter English characters. Russian-speaking engineers can enter Russian characters.

However, because the Russian locale uses different decimal and character-set locales, everyone (English and Russian engineers) must use the Russian decimal symbol which is a comma. For customization purposes, databases can be modified to accommodate new Russian-specific requirements (fields, properties, and so forth.) Using filters, display sets, and

(17)

SmartPlant Instrumentation Installation and Upgrade Guide 17 other software features, bi-lingual projects can be further customized. Graphic data, reports, and so forth can be created in either or both languages.

Do not change regional settings to reflect a U.S. environment in order to resolve problems in a non-US/English homogeneous configuration. Doing this creates a heterogeneous configuration that will cause other possibly hidden problems that cannot be corrected.

Everyone working on a project must use the same regional settings and character set throughout the life of the project.

Questions and Assistance

(18)

(19)

SmartPlant Instrumentation Installation and Upgrade Guide 19 Before beginning an installation of SmartPlant Instrumentation, 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

Hardware and Software

Recommendations

(20)

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.

 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 w/patch 8) 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 installation 4 GB SQL Server 2012 installation 6 GB Initial SmartPlant Instrumentation database

200 MB

SQL Server temporary database

100 MB SmartPlant Instrumentation data

files (5000 loops with wiring)

500 MB

(21)

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.

(22)

SmartPlant Instrumentation 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 w/patch 8). The Oracle 32-bit Client is 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.

(23)

Recommended Disk Space

Oracle 11g Software

Oracle Client installation 1 GB

Total 1 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 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.

SQL Server 2008 Software SQL Server 2012 Software SmartPlant Instrumentation Software

SQL Server 2008 Client installation 2 GB SQL Server 2012 Client installation

2 GB SmartPlant Instrumentation application (full installation)

1.6 GB

(24)

24 SmartPlant Instrumentation Installation and Upgrade Guide  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.

SmartPlant Instrumentation Standalone

These requirements apply when you are running the software in single-user standalone mode on a Sybase Adaptive Server Anywhere database.

Prior to installing SmartPlant Instrumentation on a Sybase Adaptive Server Anywhere database, you must purchase an appropriate Sybase license.

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)  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

(25)

Recommended Disk Space

 SmartPlant Instrumentation 2013 application (full installation) — 2 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 Office 2010 (Microsoft Excel is required for working with report templates and for viewing the Installation Checklist and various other files).

 Microsoft .NET Framework 4

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)

(26)

(27)

SmartPlant Instrumentation Installation and Upgrade Guide 27 The table below lists and describes the components you need to install to be able to work with SmartPlant Instrumentation. This table also describes optional components that you can install. You need an appropriate license to install some of these optional components.

Component Details Required or Optional License-Depe ndent

Notes

Program Files Common Files Required Deployment Kit Required Internal Setup

Utility

Optional

Admin Module Administration module files

Required (see Notes) For the

Admin station Catalog

databases

Optional For the

Admin station Demonstration

database

Optional For the

Admin station Merger Merger Utility Required (see Notes) For Merger Import Import Utility Required (see Notes) For Import Module ODBC Drivers Optional

DBF Samples Optional Merger Utility Optional

CAD SmartSketch Optional

List of SmartPlant Instrumentation

Components

(28)

Component Details Required or Optional License-Depe ndent

Notes

AutoCAD Optional MicroStation Optional DB Setup Database Setup

Utility

Required (see Notes) For Oracle

and SQL Server Admin station CAD Sample Block Drawings AutoCAD Samples Optional Yes MicroStation Samples Optional Yes

Shell Library Optional Yes

Standard Library Optional Yes Loop Blocks Library Optional Yes PSR Library Optional Databases Template Database Required Selects database software Catalog Database Optional

Demo Database Optional SmartPlant

sample database

Optional

(29)

Component Details Required or Optional License-Depe ndent Notes Enhanced Report Utility SmartPlant Instrumentation Enhanced Report Utility Required

(30)

(31)

SmartPlant Instrumentation Installation and Upgrade Guide 31 This section describes how to set up your database and install SmartPlant Instrumentation and supporting software. Before you begin installing the software, verify that the computers on which the software components will be installed meet the requirements described in Hardware and Software Recommendations (on page 19).

Installing SmartPlant Instrumentation 2013 requires that you remove any previous versions of SmartPlant Instrumentation.

When installing on Vista or Windows 7 with the User Account Control setting at the default level, you should run setup.exe as an Administrator user, even if you are not logged on as an Administrator. To do this, select setup.exe, right-click and then select the Run as

administrator option. If not logged on as an Administrator, you will be prompted for

Administrator credentials to allow you to continue the setup.

Installation Checklist

For the recommended installation workflow, see the SmartPlant Instrumentation Installation Checklist:

(SPIInstall_Checklist.xls), delivered during product setup to the ..\SmartPlant\Instrumentation\ folder.

Uninstall a Previous Version of SmartPlant

Instrumentation

1. From the Windows Control Panel, select Add or Remove Programs. 2. Select Intergraph SmartPlant Instrumentation and then click Remove.

To uninstall a previous Service Pack, select the appropriate row in the Currently

installed programs list.

3. In the Installation for SmartPlant Instrumentation wizard, on the Welcome page, select

Remove and then click Next.

4. At the message prompt to confirm removal of the software, click OK.

5. At the Remove Existing Databases message prompt, click Yes or No as desired. 6. On the Maintenance Complete or Uninstall Complete page, click Finish.

(32)

Installation Prerequisite for Vista

This does not apply if you are using Vista with the User Access Control option switched off.

When installing the software on Vista with the User Control option activated, system folders and the files they contain are copied to a user folder path; for example, if you install the files in the ..\SmartPlant\Instrumentation\ folder, they are copied to

c:\users\<username>\AppData\Local\VirtualStore\Program

Files\SmartPlant\Instrumentation\... The software looks for various parameters in the copied files.

When you later install a service pack, the system does not copy the files again to the user folder unless the user folder is empty, and as a result you will not be prompted to upgrade your database. Therefore, prior to installing a service pack, you must delete the entire folder structure under the VirtualStore folder, with the exception of the Intools.xml file, which you should back up and, after installing the service pack, copy back to the appropriate sub-folder under the user folder.

Install a SmartPlant Instrumentation Service Pack

7. Open your computer's Control Panel.

8. In your installed programs, verify that you have Microsoft .NET Framework 4 or higher installed. Otherwise, install Microsoft .NET Framework 4.

9. Unpack the Zip file containing the installation files for the service pack. 10. Double-click Setup.exe.

11. On the Welcome to the InstallShield Wizard for Intergraph SmartPlant Instrumentation page, click Next.

12. On the Setup Options page, click (Service Pack Installation).

You may receive a message that Setup cannot find the software installation on your computer and a prompt to specify the target folder, even though you previously installed a main version of the software. Just click OK to continue.

13. On the Destination Folder page, click Next.

To choose an alternative destination, click Browse and navigate to the desired destination folder, and then click Next.

(33)

SmartPlant Instrumentation Installation and Upgrade Guide 33 14. 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.

15. On the Select Program Folder page, select the program folder where you want Setup to install the program icons, and click Next to begin the installation.

16. On the Setup Complete page, if you want to view the Readme file, select the I would like to

view the Readme.htm file check box.

17. Click Finish.

Prerequisites for Running SmartPlant Instrumentation

On completing SmartPlant Instrumentation installation, the Domain Administrator must open the Preferences Management dialog box and do the following:

1. In the tree view pane, click General and then in the Temporary folder path box, specify a valid temporary folder path.

2. In the tree view pane, click Specifications > Export/Import and specify a valid PSR folder path.

If you leave the PSR working folder and Temporary folder path boxes empty or specify an invalid path, SmartPlant Instrumentation users cannot compare documents or work with document revisions.

(34)

(35)

SmartPlant Instrumentation Installation and Upgrade Guide 35 Because system configurations, database software, and individual company standards vary, use this section as a checklist instead of step-by-step instructions. Consult your Oracle software documentation for information as to which versions of Oracle database can be used with which versions of the Windows operating system.

Please contact Intergraph Customer Support (http://support.intergraph.com) for specific configuration questions.

Oracle Instances

If one server hosts the databases of several products, Intergraph recommends that each product's database be a separate instance, each of which can host multiple plants.

The advantage of placing each product's database its own instance is that only the affected application will be off-line during backup, performance tuning, and other database

maintenance activities. Additionally, global tuning parameters that apply to one instance can be tailored to the specific product requirements.

According to Oracle documentation, the only limit to the number of instances you can have on any machine is the availability of resources. However, the number of instances on one

database server should be minimized, because each additional instance puts additional load on the server.

Each instance adds redundant tablespaces, rollback segments, background processes, and memory requirements for each SGA (System Global Area). For this reason, you should start by putting the database of one product for several plants into a single instance. Then, when the number of plants increases, or a plant becomes very large, consider separating the database into new instances, adding server memory, or even adding database servers.

 When installing Oracle 11g or creating an Oracle Instance, you must change the Installation Parameter "sec_case_sensitive_logon" from Value = True to Value = False making sure a check mark appears in the Override Default column. Failure to do so results in SmartPlant Instrumentation being unable to connect to the Oracle database.

 Path names for tablespaces in Oracle 11g must be no greater than 60 characters.  We recommend installing and configuring Oracle locally, not by remote desktop

connection.

(36)

36 SmartPlant Instrumentation Installation and Upgrade Guide  Oracle recommends that database activity on the database server consume no more than

50 percent of the available memory.

Oracle Installation Workflow

The following workflow is necessary for installing Oracle for use with SmartPlant Instrumentation.

Depending on which version of Oracle you are using and on the operating system installed on your machine there may be differences in the required workflow. Consult your Oracle software documentation for information as to which versions of Oracle database can be used with which versions of the Windows operating system.

Please contact Intergraph Customer Support (http://support.intergraph.com) for specific configuration questions.

 Installing Oracle Database Server (on page 36)  Create an Oracle Listener (on page 37)

 Creating an Oracle Instance (on page 37)  Installing Oracle Client (on page 47)

Installing Oracle Database Server

The following editions of Oracle Database Server are available:

 Standard Edition — For department or workgroup level applications, or for

small-to-medium sized enterprises (SMEs). It is engineered to provide core relational database management services and options. If you select this installation type, you must purchase additional licenses if you want to install extra Enterprise Edition options.

 Enterprise Edition — For enterprise-level applications. It is engineered for mission-critical, high-security online transaction processing (OLTP) and data warehousing environments. If you select this installation type, all separately licensable Enterprise Edition options are installed.

(37)

Install Oracle Database Server

1. Double-click the Oracle setup icon.

2. Enter the appropriate user defined information in each installation window. Click Next to continue to the next window when finished.

3. On the Select Installation Option window, select the Install database software only option and click Next.

4. On the Grid Installation Options window, select Single instance database installation and click Next.

5. Click Next on the Select Product Languages window.

6. On the Select Database Edition window, select Enterprise or Standard option. Do not select Personal Edition or Standard Edition One. SmartPlant Instrumentation does not support these installation types.

7. Click Next.

8. On the Specify Installation Location window, specify the locations for the Oracle Base and for the software location.

9. Click Next.

10. On the Summary window, click Install. 11. Complete the installation and then click Close. 12. Restart the server machine.

13. Install the latest Oracle patch.

Create an Oracle Listener

1. On the Start menu, click All Programs, locate the Oracle folder and start the Net

Configuration Assistant.

2. In the Oracle New Configuration Assistant Wizard, select Listener configuration and click

Next.

3. Select Add, and click Next.

4. Define the listener name, for example, LISTENER and click Next.

5. On the Listener Configuration, Select Protocols page, select TCP and click Next. 6. On the remaining Wizard pages, click Next and then click Finish to complete the listener

creation.

Creating an Oracle Instance

The Oracle instance is a workspace on the Oracle database server where Oracle keeps a single database. You can create as many instances as required and, in this way, append as many databases as you need on a single database server. However, note that appending instances

(38)

38 SmartPlant Instrumentation Installation and Upgrade Guide on your Oracle database server can slow down your work in the SmartPlant Instrumentation database located on that server.

You need to create a new instance in Oracle if you have an existing Oracle database server whose parameters do not comply with the parameters required to use SmartPlant Instrumentation on Oracle. This way you can append the SmartPlant Instrumentation database to existing Oracle databases on your Oracle database server without losing your existing Oracle database information.

The instance creation process contains the following major steps:

1. Creating a new instance initialization file from an existing initialization file. 2. Modifying the database parameters in the new instance initialization file.

3. Modifying the Listener.ora file which Oracle will run when carrying out the instance creation process.

4. Creating a new instance using the Database Configuration Assistant.

When creating an instance, Oracle takes-up some disk space. Therefore, you must have enough free disk space on the hard disk where the Oracle database is located to be able to create the new instance. The disk usage is as follows:

 Oracle instance environment — 50 MB recommended

 Oracle instance after running Oracle DB Setup — 80 MB recommended  Oracle instance after initializing a domain — 150 MB recommended

See your Oracle User Guide for additional information about limitations on creation of instances.

Requirements for Oracle Instance Creation

Before creating an Oracle instance, make sure that you have Administrator's access rights in both your Oracle server database and the operating system installed on the server machine. If you still need to create an instance from the account in which you do not have Administrator's rights, and if your company's policy allows you to change the Oracle security, you can do the following: in the Sqlnet.ora file, add the # symbol before the

Sqlnet.Authentication_Services = (NTS) parameter to comment it out. The default location of

the Sqlnet.ora file will look similar to the following path:

\\<Oracle home folder>\Product\<Version*>\db_1\Network\Admin\ (* An example of the 'Version' folder name is 10.2.0)

(39)

SmartPlant Instrumentation Installation and Upgrade Guide 39 Before starting an Oracle database you need to ensure that the RAM that this database

occupies does not exceed the available RAM on your server. You can calculate the amount of RAM needed for the database by using the following Oracle parameters:

 SHARED_POOL_SIZE (at least 10 MB)  DB_BLOCK_SIZE

 LOG_BUFFER  SORT_AREA_SIZE

JAVA_POOL_SIZE and LARGE_POOL_SIZE are additional parameters that affect the RAM that the Oracle database occupies. These parameters appear if you select certain options when running the Oracle Database Configuration Assistant using a custom installation type.

For the DB_BLOCK_SIZE parameter, make sure that the value is at least 8192. If your SmartPlant Instrumentation database has multiple specifications, we recommend that you use the values 16384 or 32768.

As an alternative to the above calculation, you can use the following target parameters to determine the maximum amount of RAM:

 sga_target (at least 100 MB is recommended)

 pga_aggregate_target (at least 20 MB is recommended)

Create a New Oracle Instance

 Make sure that all passwords, user names, folders, and files of the new instance are different from those of any existing instance.

 All user names and passwords must use ASCII / English characters. Oracle does not support non-ASCII / English characters in user names or passwords and will not work. This limitation is an Oracle limitation, not Intergraph's.

1. On the Start menu, click All Programs, locate the Oracle folder and start the Database

Configuration Assistant.

2. On the Welcome page, click Next.

3. In the Database Configuration Assistant Wizard, click Next until you reach the page

Database Templates.

4. Select Custom Database and click Next.

5. On the page Database Identification, do the following:

a. In the Global Database Name box, define the database name, for example, SPI11gdb. b. In the SID box, accept or modify the instance name that the software enters automatically as

(40)

40 SmartPlant Instrumentation Installation and Upgrade Guide The database name and the instance name do not have to be the same.

6. Click Next.

7. On the page Management Options, clear Configure the Database with Enterprise

Manager, and then, click Next.

8. On the page Database Credentials, in the Password and Confirm Password boxes, type the password, for example, Oracle.

The following terms are reserved and cannot be used as passwords: manager (reserved for the SYSTEM user) and change_on_install (reserved for the SYS user). 9. Click Next until you reach the page Database File Locations, and then do the following:

c. Select Use Common Location for All Database Files. d. Specify the path and folder, for example, D:\oracle\.

e. Click Next.

10. On the page Recovery Configuration, clear Specify Fast Recovery Data and click Next. 11. On the page Database Content, do the following:

a. On the Database Components tab, clear all the check boxes.

b. Click Standard Database Components, and then, on the Standard Database Components dialog box, clear all the check boxes and click OK.

c. If prompted to disable local database management, click Yes. d. On the Custom Scripts tab, click No scripts to run.

e. Click Next.

12. On the page Initialization Parameters, select the Memory tab and do the following: a. Select Custom.

b. Beside Shared Memory Management, select Automatic. c. In the SGA Size box, enter 160 M Bytes.

(41)

SmartPlant Instrumentation Installation and Upgrade Guide 41 The recommended total memory for one Oracle instance is 260 M Bytes.

e. Select the Character Sets tab and do the following:

i. Under Database Character Set, select Use Unicode (AL32UTF8). ii. Under National Character Set, select AL16UTF16 (the default)

 The same database character set and national character set values should also be defined on your server.

 The Default Language and Default Date Format values will reflect locale-specific information.

(42)

(43)

SmartPlant Instrumentation Installation and Upgrade Guide 43 f. Click All Initialization Parameters.

(44)

44 SmartPlant Instrumentation Installation and Upgrade Guide h. On the All Initialization Parameters dialog box, in the Name column, locate

sec_case_sensitive_logon.

i. Change the Value of the sec_case_sensitive_logon from True to False. j. Check Override Default.

 This creates an instance that is not case sensitive as SmartPlant Instrumentation cannot connect to instances that are case sensitive. Checking

Override Default allows you to skip this procedure when creating more instances.

(45)

SmartPlant Instrumentation Installation and Upgrade Guide 45 13. On the page Database Storage, if you intend to create a SmartPlant Electrical or SmartPlant

P&ID database in the current Oracle database, change the data file size of the TEMP and

USERS tablespaces to 100 MB.

To change the size, double-click the field under Size. 14. Click Next.

15. On the page Creation Options, click Finish. 16. Restart the server machine.

Oracle System User Requirements

In order to work successfully with SmartPlant Instrumentation, the following minimum Oracle roles and system user privileges need to be defined.

Roles

 EXECUTE_CATALOG_ROLE <empty>  INTOOLS_ENGINEER with privileges:

 CREATE VIEW  CREATE SYNONYM  CREATE SESSION  AUDIT ANY  CREATE TRIGGER  CREATE PROCEDURE  CREATE SEQUENCE  CREATE TABLE  SELECT_CATALOG_ROLE <empty>

Sys Admin User Privileges

ALTER SESSION ALTER USER ALTER TABLESPACE ALTER SYSTEM CREATE ANY VIEW CREATE ANY TRIGGER CREATE ANY PROCEDURE CREATE ANY TABLE

(46)

46 SmartPlant Instrumentation Installation and Upgrade Guide CREATE ANY SYNONYM

CREATE ANY SEQUENCE CREATE DATABASE LINK

CREATE PUBLIC DATABASE LINK CREATE PUBLIC SYNONYM CREATE ROLE

CREATE ROLLBACK SEGMENT CREATE SESSION

CREATE SYNONYM CREATE TABLESPACE CREATE TRIGGER CREATE USER

CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE TABLE CREATE SEQUENCE CREATE VIEW CREATE CLUSTER DROP ANY TRIGGER DROP ANY VIEW DROP TABLESPACE DROP USER DROP ANY TABLE DROP ANY SYNONYM EXECUTE ANY PROCEDURE INSERT ANY TABLE

SELECT ANY DICTIONARY SELECT ANY TABLE UNLIMITED TABLESPACE

(47)

Installing Oracle Client

The Oracle client provides SmartPlant Instrumentation with the means to interface with the Oracle database server. You install the Oracle client after you have completed the Oracle database server installation. You can install the Oracle client either on a file server or on the local station. If you install the Oracle client on a station, make sure you have the appropriate access rights to the Oracle database server.

After the Oracle client installation process is complete, you proceed by installing SmartPlant Instrumentation. Before you start the installation process, make sure that the machine (file server or local station) has access to a CD-ROM or DVD drive. If your machine does not have access to a suitable drive, you need to copy all the installation files from the installation media to your local hard disk.

Installing Oracle Client Prerequisites

 Make sure that you have a compatible Oracle server version. For details, see Compatibility of Oracle and SmartPlant Instrumentation Versions.

 Set up your client Windows regional and language options as you require. You can only set up these options before the client installation. If you want to change the regional and language options after the installation, you will have to reinstall the Oracle client for the changes to take effect

After the client installation, you must not change any of the default values of the NLS_LANG parameter on the client.

Install Oracle Client

1. Start the Oracle Universal Installer.

2. On the Select Installation Type page, from the list, select one of the following:

 Administrator — For users who need Administrator functions, such as the ability to create tablespaces.

 Runtime — For all other users. 3. Click Next.

4. On the Download Software Updates page, select Skip software updates and click Next. 5. On the Select Product Languages page, select English and click Next.

6. On the Specify Installation Location page, click the Browse button next to the Oracle Base field and locate where you want to install the software.

(48)

48 SmartPlant Instrumentation Installation and Upgrade Guide The Software Location field is updated according to the information in the Oracle

Base field. If you want to change this location use the Browse button to navigate to the

required location. 7. Click Next.

8. On the Perform Prerequisite Checks page, click Next. 9. On the Summary page, click Install.

10. On the Install Product page, click Install. 11. On completion of the installation, click Finish 12. Restart the client machine.

13. Create an alias to the Oracle database on the client machine using Oracle Net Manager. The alias name can contain any alphanumeric characters without spaces. After installing the Oracle client, the alias value appears in the Intools.ini file as a value of the

ServerName parameter in the [Database] section.

14. If required, install the appropriate Oracle client patch.

Check the Connection to Your Oracle Database Server

It is recommended that you check the connection to the Admin schema of SmartPlant Instrumentation in your database server and make sure that you can establish a reliable connection to the database before running SmartPlant Instrumentation.

1. Click Start > Programs > Intergraph SmartPlant Instrumentation > Internal Setup Utility .

2. On the menu bar, click File > Database Type Test and Query.

3. On the menu bar, click Actions > Use INI file to load the settings entered by SmartPlant Instrumentation Setup in the [Database] section of the Intools.ini file.

4. On the menu bar, click Actions > Connect .

5. Under Results, make sure the following information appears: 6. Result Code: 0

The number of rows affected: 0 Database vendor's error code: 0 The database vendor's error message. The database-vendor specific: Oracle

(49)

SmartPlant Instrumentation Installation and Upgrade Guide 49 SmartPlant Instrumentation is designed to use data stored in databases to construct and maintain your engineering data and domains. Before installing the multi-user SmartPlant Instrumentation version for Oracle, you need to perform some preliminary procedures such as installing the Oracle database server, Oracle client, and configuring SmartPlant Instrumentation for connection to the database server. To install Oracle, you must have some knowledge of the database installation procedures and basic conventions and features of your Windows environment.

When working on an Oracle platform, you maintain database-user relations by exchanging data with the database. To do this, Oracle maintains a multi-interface system which provides the desired connection along the data transfer path.

The systems described in the above figure can be physically located on the same computer or on different computers which are connected on a local network.

The entire installation process consists of the following major steps:

1. Installing the Oracle database server. You perform this step only if you have not already installed the Oracle database server on your system.

2. Installing the Oracle client and verifying the connection to the Oracle database server. You perform this step only if you have not already installed the appropriate Oracle client on your system.

3. Installing the appropriate SmartPlant Instrumentation components.

4. Connecting to the Oracle database and setting up the SmartPlant Instrumentation database for Oracle (by running the DB Setup Utility).

5. Creating a new SmartPlant Instrumentation domain.

Installing SmartPlant Instrumentation on

Oracle

(50)

50 SmartPlant Instrumentation Installation and Upgrade Guide First, you install and configure the database server where SmartPlant Instrumentation will store your data. Then you install the Oracle client through which SmartPlant Instrumentation interfaces with the Oracle database server. If you have already installed Oracle as your database server, you may need to modify your database server settings to adapt Oracle to support the SmartPlant Instrumentation database.

After installing the Oracle database server and the Oracle client, you install SmartPlant Instrumentation and configure the appropriate SmartPlant Instrumentation files. This way you will also be able to use third-party applications such as CAD interfaces.

When Setup finishes installing the selected components, you need to configure SmartPlant Instrumentation to connect and work with Oracle. At this stage, you create the tablespace required for the Admin schema. For details, see the Administration User's Guide, Set Up a SmartPlant Instrumentation Database for Oracle.

The final stage is to initialize a new domain in Oracle and set the initial parameters of the domain. This way you prepare the database for creating the domain plant hierarchy and defining engineering data.

 We recommend installing and configuring Oracle locally, not by remote desktop connection.

 Ensure that you obtain the appropriate serial number for the desired type of SmartPlant Instrumentation installation (standard installation or special server installation for use with IDEAL).

 The media for a multi-user version of SmartPlant Instrumentation only includes the runtime version of Sybase Adaptive Server Anywhere, which cannot be used as a database engine for SmartPlant Instrumentation. If you want to use SmartPlant Instrumentation in a stand-alone mode with Sybase Adaptive Server Anywhere as a database engine, you must obtain the media and a license (serial number) for SmartPlant Instrumentation Stand-Alone for Sybase.

In this document, whenever a string appears in brackets, type the desired value substituting the entire string, including the brackets. For example: instead of <Oracle home folder>, type c:\orawin.

(51)

Install New Version of SmartPlant Instrumentation on

an Oracle Platform

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.

 If you are working with IDEAL, you must install SmartPlant Instrumentation Server, which requires a special serial number. For installation details, see the SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide.

 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 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.

8. 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.

Schem SPI Installation Guide

Installation and Upgrade Guide

Contents

Third Party Software Installation

SmartPlant Instrumentation Program Group

Installing the Software for SmartPlant

Instrumentation

Homogeneous Environments

Heterogeneous Environments

International / Bi-lingual Projects

Questions and Assistance

SmartPlant Instrumentation Database Server

Hardware Recommendations

Hardware and Software

Recommendations

Supported Operating Systems

Supported Database Servers

Recommended Disk Space

Software Prerequisites

SmartPlant Instrumentation Workstation

Hardware Recommendations

Supported Operating Systems

Supported Database Clients

Recommended Disk Space

Software Prerequisites

Optional Software

SmartPlant Instrumentation Standalone

Hardware Recommendations

Supported Operating Systems

Supported Database

Recommended Disk Space

Software Prerequisites

Optional Software

List of SmartPlant Instrumentation

Components

Installation Checklist

Uninstall a Previous Version of SmartPlant

Instrumentation

Installation Prerequisite for Vista

Install a SmartPlant Instrumentation Service Pack

Prerequisites for Running SmartPlant Instrumentation

Oracle Instances

Oracle Installation Workflow

Installing Oracle Database Server

Install Oracle Database Server

Create an Oracle Listener

Creating an Oracle Instance

Requirements for Oracle Instance Creation

Create a New Oracle Instance

Oracle System User Requirements

Roles

Sys Admin User Privileges

Installing Oracle Client

Installing Oracle Client Prerequisites

Install Oracle Client

Check the Connection to Your Oracle Database Server

Installing SmartPlant Instrumentation on

Oracle

Install New Version of SmartPlant Instrumentation on

an Oracle Platform