SmartPlant 3D Setup and Administration
Intergraph PPM Training
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Prerequisites for this class:
Experience with Microsoft Windows Operating
System architecture
Experience with Microsoft SQL or Oracle database
server administration
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Agenda
Day 1
Introduction to SmartPlant 3D (concepts, terminology)
System Setup
Project Hardware Sizing
Project Setup (Database Creation, permissions)
Day 2
Backup and Restore
Project Management (delete plants, delete catalogs, hierarchy icons,
create catalog)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Agenda (Cont’d)
Day 3
SP3D Common Applications
Model Data Reuse
Synchronization
Database Maintenance
Database Integrity
PDS Reference
Point Cloud Reference
Day 4
Error Logs
Interference Checking (IFC)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Agenda (Cont’d)
Day5
Reference 3D (R3D) Part II
Global Workshare Overview
Plant Version Upgrade
Smart Plant License Manager (SPLM)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Intro:
SmartPlant 3D synchronizes key elements of integration and
relationships.
Integration - SmartPlant 3D allows multiple engineering
disciplines to work concurrently and in real-time against
relational databases.
Relationships - SmartPlant 3D's relationship manager
controls design changes across disciplines, which in turn
establishes and maintains appropriate behaviors among
structures, equipment, and systems.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Server-Client
architecture
- Database Server
- Name Generator
- Symbols
- Interference
Checking Server
- SmartPlant 3D
Client
- SmartPlant 3D
Client
Ancillary servers
- Drawings
Batch Server
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Site Database:
Contains all permission groups and related
facts to serve as the primary or main
database; it is also the container of the other
databases.
Catalog Database:
Contains the reference data that is used by all
disciplines.
Model Database: Contains and organizes all
of the three-dimensional objects in the plant.
Reports Database : Interacts with the other
five databases to generate tabular reports
from SmartPlant 3D data
Model Database
Site Database set
Catalog Database set
Reports Database set
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Site 1
Model 1
Model 2
Model 3
Catalog 1
Catalog 2
Report 3
Report 2
Report 1
Multiple Plants can rely
upon the same Catalog.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Site 1
Model 1
Model 2
Model 3
Catalog 1
Catalog 2
Report 3
Report 2
Report 1
Multiple Plants can rely
upon the same Catalog.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Filter on database
Returns only the data you want to see
and builds a logical “Working Set”
• System
• Assembly
• Spatial (Volume or Planes)
• Logical Permission Groups
• Object Types/Properties
Site Database set
Catalog Database set
Reports Database set
Model Database
SP3D Intro: Define Workspace
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved. CAD
CAD
SP3D Intro:
Single Database
SYSTEM
ASSEMBLY
SPACE
SYSTEM
SPACE
ASSEMBLY
File boundaries inhibit
simultaneous
access to data
Databases provide easy
access to arbitrary subsets of data
Logical set of
databases
CAD CAD CAD CAD CAD CAD CAD CAD CAD CAD CAD CAD CAD CADModel
database
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Rules Services
–
Design Rules
•
Naming Rules
•
Surface Style Rules
–
Clash Rules
•
Server based
•
Local based
Update
results
Update
design
changes
Periodic
display
refresh
Local application
SP3D
Periodic
query
changes
Server based
rules analysis
Local based
rules analysis
Database
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
•
SmartPlant “Task” oriented interface
•
Common windows interface
•
Ribbon bars
•
Graphic views
SP3D Intro: Common Windows Based
User Interface
Main
Menu
Task
Toolbar
Active
View
Status
Bar
Common
Toolbar
Workspace
Explorer
Active
command
Ribbon bar
Access
Control
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Design Re-use
Copy to catalog or
instance in another
location
Internal relationships maintained.
External relationships exposed
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Database Wizard – Project Management:
Allows quick restoration of the Catalog Database template that
contains all Intergraph delivered sample data.
Bulkload Utility:
Creates a new Catalog Database(s), and is used to maintain
existing Catalog Database(s).
SP3D Intro: Creating the Catalog
Database
.DAT
Catalog database set
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
•
Same task specific ribbon bars for placement and object-action
SP3D Intro: SmartStep Commands
Active properties
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Administrative Guides
Project Management User's Guide
SmartPlant 3D Database Integrity Guide
SmartPlant 3D Global Workshare Guide
SmartPlant 3D Installation Guide
SmartPlant 3D Installation Checklist
SmartPlant 3D Interference Checking Guide
SmartPlant 3D Release Bulletin
SmartPlant 3D Troubleshooting Guide
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Server - Workstation
Hardware Recommendations
Software Prerequisites
Installation
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: SP3D server
introduction
Purpose
One or multiple server machines can be used to
provide the following required services:
–
Database Server
–
Symbols Share
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: SP3D ancillary
server
Ancillary servers are computers dedicated to
perform a specific task with the purpose to offload
processing from the main database server.
- Interference checking (IFC)
- Drawings batch update
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Hardware
Recommendations: Server
–
3 GHz Pentium 4 or multi-core processor (64-bit for medium and large
projects)
–
4 GB to 32 GB RAM depending on project size
–
Digital tape or DVD backup system for server
–
Access to DVD drive, either locally or through a network connection
–
100 BaseT or higher network interface
At least 3 physical drives recommended for a small size project with SQL
server 2005
•
Operating System and Software
•
SQL Data Files
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software
prerequisites: Server
Supported Operating Systems
-
Microsoft Windows Standard/Enterprise Server 2003 Service Pack 2 (32-bit)
-
Microsoft Windows Standard/Enterprise Server 2003 R2 SP2 (32-bit and
64-bit)
Supported Database Servers
-
Microsoft SQL Server 2005 Service Pack 2 or higher [32 or 64 bits]*
-
Oracle Database 10g Release 2 (10.2.0.4) [32 or 64 bits]*
* Standard edition for stand-alone environments; Enterprise edition for Global
Workshare environments
Software Prerequisites
- Microsoft .NET Framework 2.0 and 3.5 SP1
- Adobe Reader
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Server
Launch setup and pick “SmartPlant 3D Reference Data Installation” for
the SP3D reference data server software load
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Server
Installation Tips
–
Account used to run SP3DNameGenerator as a
component service, must have a non-blank password.
–
If backups need to be stored over the network, the
account under which MSSQLSERVER service runs
should be a domain account (not Local System)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: SP3D Workstation
Machine Introduction
Purpose
–
Administrative client
–
Modeling client
–
Interactive (or batch) drawings creation
–
Isometric generation
–
(Optional) Interference detection server
–
(Optional) Drawings batch server
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Hardware
Recommendations: Workstation
3 GHz Pentium 4 processor or Core 2 Duo
4 GB RAM
Access to a DVD drive, either locally or through a network connection
100BaseT network interface
Graphics card designed for 3D intensive applications that meet the following requirements:
• Color depth of 65,536 colors or higher
• 32-bit main RGBA pixel buffer
• Hardware OpenGL 1.1 support
• Hardware Z buffer: 32 bit
• 128 MB RAM for single screens, 256 MB RAM for dual screens
• 4-bit minimum overlay buffer support
• 8-bit stencil buffer
• Hardware Anti-aliasing support recommended
• Hardware Alpha blending support recommended to improve speed of translucent object display
• Graphics acceleration set to full
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Prerequisite
Workstation
Supported Operating Systems and Required
Components
-
Microsoft Windows Vista Business Client 1.0 with Service Pack 1 (32-bit
or 64 bit)
-
Microsoft Windows XP Professional Service Pack 3 (32 or 64 bits)
Supported database clients and required
versions
-
Microsoft SQL Server 2005 Standard Service Pack 2 or higher (optional)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Software Prerequisites
–
Microsoft Internet Explorer 7.0 (required for viewing the online
documentation delivered with the software)
–
Adobe Reader 7.0 or higher
–
Microsoft XML Core Services (MSXML) 6.0
–
Microsoft .NET Framework 2.0 and 3.5 SP1
–
Microsoft Data Access Components (MDAC) 2.8.1 (MDAC 2.8.1 is
delivered as part of Microsoft XP Service Pack 2.)
–
Database system client software (SQL or Oracle)
•
Oracle Client 10g rel2 (10.2.0.4) (Oracle “Light Client” will not work)
•
SQL Server 2005 Client SP2
–
Microsoft Office 2003 or Microsoft Office 2007
–
SmartPlant License Manager 11.0
System Setup: Software Prerequisite
Workstation
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Workstation
From Installation CD pick “SmartPlant 3D Installation” for the Workstation
Install
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Workstation
Installation Tips
–
Make sure Distributed Transaction Coordinator Windows
service is started and its startup type is set to Automatic
–
When installing an administrator’s machine, choose all
optional components such as 3D Server Connectivity and
Project Management for a complete installation package
–
If installing both Server and Workstation builds on the
same machine for the purpose of training, make sure
installation path is unique for both. For example, install
Server to C:\Program Files\SmartPlant\3D\Server and
Workstation to C:\Program
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
System Setup: Optional Software
Workstation
Solid Edge v20
–
May be used for creating equipment symbology
Visual Basic 6 with SP6
–
Required for creating graphic visual basic symbols, macros, custom
rules, etc.
PDS Data Access components
–
Allows referencing or export of PDS Projects
Point Cloud vendor software
–
Allows referencing Point Cloud projects in SP3D
Intergraph Batch Services
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
The major bottleneck for performance in a database
server for SP3D is disk I/O.
System Setup: File and Database
Server Considerations
*.mdf
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Three different ways to setup SP3D.
Server
Name Generator
Database Templates…
Workstation
Project Management
Bulkload
IFC…
SP3D Setup
Standalone
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
When setting up SP3D as a Standalone
configuration, change the default installation
folder for Server (Reference Data) and
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Software versioning is based on the different
releases.
RTM - Release To Manufacturing (CD/DVD)
Service Packs
HotFixes
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Silent Install
SP3D Can be installed through command line
Ideal to reduce deployment and maintenance
impact
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Silent Install
Msiexec.exe /I
"\\path\to\SP3D\software\SP3DInstallation.msi
" SERIALNUMBER=XXXXXXXXXXXXXX SLAACCEPT=Yes
ADDLOCAL=All REMOVE=PIDService /qn /l*
%temp%\SP3DSetup.log
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Before Installing…
Use an account with administrative privileges.
Verify that all prerequisite software have been
installed.
Don't skip any restart recommended by the
software.
Restart after installing RTM, even if not prompted to
do so.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Server - RTM
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
HotFix installation
-
Installed through a GUI with similar options to
RTM installation.
-
Can be installed silently with a script
-
HotFixes are listed as updates to SmartPlant
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Final Configurations for a Workstation
-
Enable and check security settings for MSDTC
-
Verify firewall is turned off or set proper exceptions.
-
Set the Distributed Transactions Coordinator
Windows Service to automatic startup.
-
Register SQL Server or configure the Oracle Net
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SP3D Setup
Final Configurations for a Server
-
Adjust proper permissions on the Symbols and
Database Templates shared folders.
-
Check access permissions on Name Generator
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Hardware sizing
recommendations
Hardware sizing, especially for servers, depends on many
factors such as:
- The number of concurrent users per site
- The number of sites (Global workshare)
- The size of the project (which translates into the size of the
databases)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Hardware sizing
recommendations
The number of users for each project size (small, medium, and large) is
the effective number connected to a single server. The effective number
of users should be calculated by taking into consideration:
Drawing Batch server - add 3 users
Remote IFC - add 1 user
Global Workshare Setup - For each server add 25% of the total
concurrent users of all the other sites.
Effective concurrent users for one site = Cu + (0.25 * (Ct))
Where:
Cu = concurrent users for this site
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Hardware sizing
recommendations
Example:
In a configuration with 6 sites, 40 users at 5 sites, 5 users at 1 site:
•
When the three sites with 40 users are working concurrently, the
equivalent number of users at each site is:
40 + (0.25 * (2*40)) = 60 concurrent users
•
When all 6 sites are working concurrently, the equivalent number of users
at each site is:
a. The equivalent number of users at each of the 40-user sites is: 40 + (0.25 * (165))
= 81 users
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Hardware sizing
recommendations
Project Size
Effective users
on one server
Model
database size
IFC Server
Batch Server
Small project
1 to 15
Up to 8 GB
Separate
server or
workstation
Separate server
or workstation
Medium project
16 to 50
8 – 15 GB
Separate
server or
workstation
One or more
separate server
or workstation
Large project
51 to 100
15 GB or more
Separate
server or
workstation
Multiple separate
server or
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Hardware sizing
recommendations
Project Size
Small
Medium
Large
Number of 3.0 GHZ Pentium 4 or Xeon
Processors (one core Duo counts as
two)
2
2 – 4
4 – 8 or more
Memory for SQL Server 2005 and
Oracle 10g
4 – 8GB
8 – 16GB
32+GB
Bus Size, OS, and Database
32 bit or 64
bit
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Familiarize with the
software
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: Database creation
Site and Catalog Creation
–
Database Wizard
Plant Creation
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Hierarchy
Plant/Catalog
–
Top level item in the hierarchy
Permission Group Folder
–
A set used to organize permission groups
Permission Group
–
Portion of plant/catalog over which various
people have various levels of access and
responsibility
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Hierarchy
This hierarchy is seen only in Project Management
Can have unlimited number of levels of folders
Cannot have permission groups and
permission group folders at the same level
Permission Group is the last leaf in a branch
Copy/Paste permission groups available
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Sample Hierarchy
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Modify Hierarchy
Rename command
Folders cannot be deleted if there are permission groups
under them
Permission groups containing objects cannot be deleted
Copy/paste copies the names and permissions from
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Plant root vs permission group level
Permissions can be granted to Windows users and/or groups
at the plant/catalog root and permission group level
Permissions granted at plant/catalog root level allow access
to modify permissions hierarchy within the plant and perform
various administrative tasks.
Permissions granted at
permission group level affect access
to objects within that permission
group. These are used for general
modeling purposes.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Association concept
When objects are placed, they will be automatically assigned
to a permission group.
Objects can be associated to systems assigned to
permission group where user has write or full control access
Objects can only be modified or deleted if user has write or
full control access to permission group assigned to the
object.
You can associate objects to those Work Breakdown System
(WBS) items to which you have write or full control access
based on the permission group they belong to.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Access levels
Read – Can view objects
Write – Can create/modify/delete objects
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Approval Status
Working – This is the state an object is in when a designer is working on it
In Review – This is the state to which a designer can send objects for
revision
Rejected – If an object is found to be incorrect, reviewer can send object
to this status
Approved – If an object is found to be correct, reviewer can send object to
this status
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Status Change
Read – can’t change status
Write
–
can change from Working to InReview
–
can change from InReview to Working
–
can change from Rejected to Working
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Logical Model
View
Create/Modify/
Delete
Sent to
review/
bring back
Approve/
reject
Read
Write
Full Control
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Add Users
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Remove users
Select the users to be removed
Pick the places they need to be
removed from
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Setup and Administration Lab
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Overview
Backup
Project Management Backup
Manual backup of the Symbols folder
Restore options
Restore one or more plant databases from
backup
Restore plant for selective recovery of
model objects
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Project
Management Backup
Backs up the Model Catalog and Site databases.
A backup configuration file (bcf) containing information about
the backup set is created in the location specified
Backup files will be saved to database server by default
Backups may be saved to a network location where MS SQL
Server service account has write access (Oracle backups have
to be made to a UNC path)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Project
Management Backup
Reports databases are not backed up
There are no individual files to be backed up – only databases
To complete the backup set, user needs to manually backup
the symbols share for the plant
Users (as well as accounts used as logon for Oracle services)
need to have write permissions on the folder under which
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Project
Management Backup
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Restore
options
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Restore one or
more plant databases from backup
Restores previously backed up plants overwriting the existing
one.
You can only restore a complete plant
Option to leave Catalog in place and link it with plant being
restored
Items manually backed up (symbols folder) need to be
manually restored as well
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Restore plant for
selective recovery of model objects
Restores a plant from backup, without overwriting the existing
plant.
Allows for selective recovery of work from previous versions
of the same Model.
Functionality to restore objects from a previous backup into
the existing plant without losing object identities and
relationships.
The restored project would exist in the Site database in
parallel to the current project and would share the same
catalog.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Restore plant as a
copy
Allows the import of projects from a different site database.
Allows a backup to be used to create a 2
nd
project within an
existing Site and Site Schema .
Ability to change the name of the Plant and the restored
Model and Catalog databases.
When the selected plant to restore is registered with
SmartPlant Foundation, the registration is removed from the
copy during the restore.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Backup and Restore: Off-site
Restore
May be used to restore entire project on a new location, it can
be a server change, or to restore a backup received from a third
party company.
-
Using database wizard, restore site from backup set
-
Using project management, restore plant from backup (this
brings in catalog associated with the plant)
-
Regenerate report database
-
Manually copy all the symbols and outputs to the remote site
-
Custom symbol dlls need to be registered on each client
workstation at the remote site if required.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Management: Delete a Plant
Full Control permission at the root level.
Drop or leave the physical database files in place.
For plants in Oracle, the software does not delete all of the
associated schemas. To delete schema information after
deleting an Oracle plant, you must use the Oracle Database
Tools Wizard for SmartPlant 3D located at [Product
Directory]\ProjectMgmt\Tools\Bin\SP3DOracleDBToolsWizar
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Catalogs can only be deleted if they are not associated with
any plant.
On Oracle servers, Catalog must also be deleted using the
Oracle Database Tools Wizard for SmartPlant 3D
Project Management: Delete a
Catalog
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Management: Hierarchy
Icons
- Top level of the hierarchy
- Reference data
- Catalog associated with a plant
- Catalog associated with a plant. Missing database
- Catalog associated with a plant. Needs to be upgraded
- Catalog not associated with a plant
- Catalog not associated with a plant. Missing database
- Catalog not associated with a plant. Needs to be upgraded
- Plant model
- Plant model. Missing database
- Plant model. Needs to be upgraded
- Permission group folder
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Management: New Catalog
Command
Create a new empty catalog or create a catalog from a
template.
Default permission groups and access rules are created.
You cannot create or modify data in the new catalog through
the Catalog task until after the catalog is associated with a
plant.
In a Global Workshare configuration, the Database > New >
Catalog command is available at the Host location, but not at
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Management: New Catalog
Command
An empty catalog is a catalog database that contains all of
the tables, procedures, views, and so on, but does not
contain any data, such as part data or specifications.
Use Apprepos.dat or Apprepos.dmp to create an Empty
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Project Management: New Catalog
Command
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Custom Properties: Define Property
Schema
Can define additional properties for plants, permission
group folders and permission groups
Properties can be viewed in project management task
but are also reportable
Property schema for plants is stored in the site to which
they belong
Property schema for folders and permission groups is
stored in the plant to which they belong
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Custom Properties: Define plant
property
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Setup and Administration Lab
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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Plant Organization: Contents
System Hierarchy
Create and Modify Systems Hierarchy
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Plant Organization: System
Hierarchy
A system is a way to group objects logically
Systems have other systems as children creating a hierarchy
with unlimited levels
Each system can contain several child subsystems
Subsystems can belong to a different permission group from
their parent
Many different types of systems are supplied
Every object must belong to a system
Different types of objects can be associated with different
system types
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Plant Organization: System Types
Generic system
HVAC system
Equipment system
Pipeline system
Unit system
Conduit system
Electrical system
Piping system
Structural system
Area system
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications:
Creating Systems
Create New System Command
Importing from Excel
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Systems and Specifications: Create
New System Command
Creates a system as a child of
the currently selected system
Currently active name rule for the
system type being created is
used to generate the name
If currently active name rule is
‘User-defined’, you can enter the
name during creation
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Create
New System Command
Systems can be created from
workspace explorer hierarchy.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Create
New System Command
Systems can be created from
workspace explorer hierarchy.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Copy
and paste systems
Select a system then copy
To select the entire hierarchy under a system, right-click the
system then select nested
Paste the hierarchy where desired
You can copy and paste system hierarchies between two
plants in same site
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Import
Systems from external Excel Workbook
You can create an entire systems
hierarchy or add pipelines to an
existing hierarchy
Allowed specifications for
pipelines can also be set in the
workbook.
If specifications are allowed by
import, child systems will not
inherit specifications allowed at
parent levels, including the root
level. Specifications will have to
be allowed system by system
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Editing
Systems
Deleting Systems
Renaming Systems
–
User defined
–
Default naming rule
Moving Systems
–
Move using parent property
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Allow
specifications
Specifications limit part selection and placement based on
rules.
Are defined in the Catalog and must first be added to the Plant
All systems inherit the specifications allowed in at Plant root
Each system must be allowed at least one specification
Specifications allowed for a system are automatically inherited
by its children, unless they were allowed using import command
with Excel workbook.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
•
Whole categories can be selected with a single click
Systems and Specifications: Define
allowed specifications
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
•
Multi-select of specifications and/or categories
Systems and Specifications: Define
allowed specifications (Cont’d)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
•
Multi-select of specifications of different categories
Systems and Specifications: Define
allowed specifications
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• Easier method to remove allowable specifications from a system
(Multi- select allowable specifications and press delete key)
Systems and Specifications: Define
allowed specifications
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Setup and Administration Lab
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Common Applications
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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Introduction
Model Data Reuse (MDR) is a way to copy
large amounts of 3D model data in a robust,
scalable and intelligent way
MDR supplements the current copy/paste
process – the existing process remains in
place for smaller sets of data
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Advantages
Process works in Project Management task as a
wizard – interaction is not required
Does not require objects to be loaded into memory –
process is scalable and can copy much larger sets
of data
Software breaks down copy set into multiple
transactions –process is robust and can tolerate a
failure and continue with the rest of the objects
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Advantages
Software determines the sequence in which to copy
objects – incorporates best practices into the
process
Permission group mapping to existing or default
permission group
Transformation can be chosen using coordinate
systems
Very good logging of process (including failures)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse
MDR command exists only in Project
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Workflow
Begin Model Data
Reuse
Select source objects
based on systems
Select disciplines
to be copied
Select a
transformation to
position copied
objects
Confirm copy
and review
results
Select source objects
based on filters
Select
destination plant
and system
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse
The Model Data Reuse command invokes a
wizard with which you set up the data reuse
operation.
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Setup and Administration Lab
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Used to propagate changes from the catalog to the model
(including property, specification, and symbol changes)
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog
The model is refreshed to include the following:
Modifications to properties that have been bulkloaded into the
catalog.
Modifications to name rules.
parts that have been deleted from the Catalog are added to
the To Do List.
Parts created with the Copy to Catalog command may be
converted from non-cached to cached format to improve
performance.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog
Synchronization can take more time if changes are
updated by a user with write or higher level of
access to all permission groups – use a login who
has no permissions on model objects to perform the
synchronization command instead, this will create
ToDo records of objects that need to be updated.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Database Maintenance Command
Provides a tool to purge temporary data that may cause
performance issues.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Database Maintenance Command
Delete temporary symbol variations (flavors) in database
-Specifies that you want to delete any orphan flavors in the
database. These are temporary symbol variations that the
software used during creation or placement of certain
symbols.
Delete records of objects that users have deleted from model
Rebuild selected indexes
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Overview
Database integrity problems are data problems that
can prevent modeling and can impact the accuracy
of deliverables such as drawings or reports. These
problems can be grouped into the following types:
–
Runtime objects and relations that are not in a workable state or are
incorrect
–
Persisted objects and relations that are not in a workable state or are
incorrect
A typical example of a database integrity issue is an
object that exists without a mandatory relation to
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Overview
Important
These errors are not expected. However, in the event that
they occur, you can correct them by taking the actions
described on the reports or by executing a clean action.
We strongly recommend that you check the databases from
time to time and promptly report any unknown problems to
Intergraph. Please provide details about how to reproduce
the problem.
If you receive a database integrity error that is not listed in
documentation, contact Intergraph Process, Power & Marine
Support. Be prepared to provide a backup of the databases if
requested.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Workflow
The workflow to address database integrity issues
have three overall steps:
1. Check database integrity.
2. Run reports to review errors.
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
Checking Database Integrity
Check Database Integrity runs directly on a database (Site, Catalog,
or Model), and creates records for the objects that need to be cleaned.
Once the database has been scanned for errors, you can generate a
report to review the errors that the Check Database Integrity
command generated.
You can run this command for several different reasons:
–
To check the database for objects with integrity problems
–
To confirm that objects have been deleted or cleaned
–
To check for new problems
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Run Reports
Running Database Integrity Reports
The software includes various report templates intended for diagnosing
database integrity issues. You can run these report templates by opening
a session in the software and clicking Run Report command from the
Tools menu. Report templates are located in the Catalog Reports tab
then under Report > Types of Reports > Diagnostics node. Select any
of the four following reports:
Diagnostic clean database issues
Diagnostic clean database issues grouped by problem description
Diagnostic clean database issues grouped by status
SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.