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SmartPlant 3D Setup and Administration

Intergraph PPM Training

(2)

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

(3)

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)

(4)

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)

(5)

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)

(6)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(7)

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.

(8)

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

(9)

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

(10)

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.

(11)

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.

(12)

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

(13)

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 CAD

Model

database

(14)

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

(15)

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

(16)

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

(17)

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

(18)

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

(19)

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

(20)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(21)
(22)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

System Setup: Server - Workstation

Hardware Recommendations

Software Prerequisites

Installation

(23)

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

(24)

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

(25)

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

(26)

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

(27)

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

(28)

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)

(29)

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

(30)

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

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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)

(32)

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

(33)

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

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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

(35)

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

(36)

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

(37)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(38)

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

(39)

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

(40)

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

(41)

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

(42)

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

(43)

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.

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

Server - RTM

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

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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

(70)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Setup

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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

(72)

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

(73)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(74)

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)

(75)

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

(76)

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

(77)

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

(78)

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

(79)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Project Setup: Familiarize with the

software

(80)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Project Setup: Database creation

Site and Catalog Creation

Database Wizard

Plant Creation

(81)

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

(82)

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

(83)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Project Setup: SP3D Permissions

Sample Hierarchy

(84)

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

(85)

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.

(86)

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.

(87)

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

(88)

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

(89)

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

(90)

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

(91)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Project Setup: SP3D Permissions

Add Users

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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

(93)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Setup and Administration Lab

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SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(95)

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

(96)

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)

(97)

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

(98)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Backup and Restore: Project

Management Backup

(99)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Backup and Restore: Restore

options

(100)

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

(101)

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.

(102)

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.

(103)

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.

(104)

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

(105)

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

(106)

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

(107)

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

(108)

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

(109)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Project Management: New Catalog

Command

(110)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

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

(111)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Custom Properties: Define plant

property

(112)

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Setup and Administration Lab

(113)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(114)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Plant Organization: Contents

System Hierarchy

Create and Modify Systems Hierarchy

(115)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

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

(116)

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

(117)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Systems and Specifications:

Creating Systems

Create New System Command

Importing from Excel

(118)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

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

(119)

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.

(120)

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.

(121)

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

(122)

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

(123)

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

(124)

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.

(125)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Systems and Specifications: Define

allowed specifications

(126)

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

(127)

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)

(128)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Multi-select of specifications of different categories

Systems and Specifications: Define

allowed specifications

(129)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

• Easier method to remove allowable specifications from a system

(Multi- select allowable specifications and press delete key)

Systems and Specifications: Define

allowed specifications

(130)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Setup and Administration Lab

(131)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Common Applications

(132)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(133)

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

(134)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(135)

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

(136)

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)

(137)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Model Data Reuse

MDR command exists only in Project

(138)

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

(139)

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.

(140)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Setup and Administration Lab

(141)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(142)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Used to propagate changes from the catalog to the model

(including property, specification, and symbol changes)

(143)

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.

(144)

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.

(145)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(146)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(147)

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.

(148)

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

(149)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

(150)

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

(151)

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.

(152)

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.

(153)

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

(154)

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

(155)

SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

DB Integrity: Run Reports (cont’d)

DataStore - Displays whether the problem exists in the model or

Catalog database.

Problem Description – Use to reference problem in DBIntegrity.pdf

Status Check Database Integrity

-–

Severity - Fatal, Crucial, High, or Normal

Action to Take - Describes what to do to fix the problem. Possible

values include No Action, To Be Removed or To Be Repaired. If the

action is To Be Repaired, you should run Clean Database custom

command.

References

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