SmartPlant 3D Flowchart

SmartPlant 3D Installation and Configuration Checklist

11/24/2010]

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number
1.0

User

Tool
SP3D

Step Description
Load Operating System on SmartPlant 3D Database Server
Install on the SmartPlant 3D Database Server either: Microsoft Windows Standard/Enterprise Server 2003 SP2 (32-bit) - or Microsoft Windows Standard/Enterprise Server 2003 R2 SP2 (32-bit and 64-bit)

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

1.0.1

SP3D

SP3D

Load Windows 2003 Server SP2

You can download the service pack from the Microsoft web site.

SP3D

Enable Network Access in Windows Server 2003

2.0
2.0.1

SP3D
SP3D

Configure the SmartPlant 3D Database Server

Configure for Oracle If you are using MSSQL Server 2005 as your database software, skip to Task Number 2.0.2. If you are using SmartPlant 3D in a stand-alone environment, install Oracle Standard edition (10.2.0.4 or 10.2.0.5 if the client is Windows 7). If you are using SmartPlant 3D in a Global Workshare environment, install Oracle Enterprise edition (10.2.0.4 or 10.2.0.5 if the client is Windows 7). SP3D does not require Oracle Data Mining, Text, OLAP, Spatial, and Label Security - leaving Enterprise Manager Repository. Installing and Configuring Oracle Server Software

SP3D

Install and configure Oracle 10gR2 Standard or Enterprise on the database server.

For external authentication is need to override definition of Advanced Initialization Parameters os_authent_prefix = "" (empty string) Supported Character Sets - are AL32UTF8 or WE8MSWIN1252 used with AL16UTF16 National Character Set REDO log files should be sized to switch in about 20 minutes The SmartPlant 3D software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the client application and the database server.

Install Oracle Server Software

SP3D

Configure Oracle Networking.

Configure Oracle Networking Components

11/24/2010]

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool
SP3D

Step Description
Post Installation install Oracle Services for Microsoft Transaction Server 10.2.0.4 or 10.2.0.5 if the client is Windows 7 Generate Database Creation Scripts (optional)

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

SP3D

SP3D S 3

Post Installation verify oracleMTSRecoveryService, OracleService<SID>, OracleDBConsole<SID>, and Oracle<oracle hime>TNSListener services are Oracle<oracle_hime>TNSListener started and set to automatic

SP3D

Use Oracle Net Manager to test the Database Connection As a Local Administrator, log into Oracle and run the SP3DRoles.sql, modify SP3DUser.sql, and SP3DProjectAdministrator.sql scripts as needed, and execute them. Create the Oracle Streams Tablespace. Workshare Only Create the Oracle Streams Tablespace Create the Oracle Streams Administrator Installing and Configuring Microsoft SQL Server 2005

SP3D

SP3D

SP3D

Create the Oracle Streams Administrator.

Workshare Only If you are using Oracle 10gR2 as your database software and have completed Task Number 2.0.1, skip this section and go to Task Number 3.0.

2.0.2

SP3D

Configure for MSSQL Server 2005

SP3D

If you are using SmartPlant 3D in a stand-alone environment, install Install and configure MSSQL Server 2005 SP2 on the SQL Server 2005 Standard edition. If you are using SmartPlant 3D in a Global Workshare Environment, install SQL Server 2005 database server. Enterprise edition. Microsoft SQL Server 2005 requires XML 6. Verify automatic startup of MSSQL Server 2005 services. Register the database server in the Enterprise Manager console. Assign system administrator privileges and grant access to SmartPlant 3D users.

Install Microsoft SQL Server 2005

SP3D

Verify Automatic Startup of Microsoft SQL Server 2005 Services

SP3D

SP3D

Assign System Administrator Privileges for SQL Server 2005

S 3.0 SP3D Install Prerequisite Software on SmartPlant 3D Database Server

3 11/24/2010]

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool
SP3D

Step Description
Internet Explorer 7.0 or later

Comments/ Problems / Workarounds

Available from the Microsoft web site.

Additional Resources

TR / CR Setup Notes

SP3D

Adobe Reader 8.0 or later

Available from Adobe web site.

SP3D

Microsoft NET Framework 2.0

Delivered on media under Prerequisite Software.

SP3D

Microsoft NET Framework 3.5 SP1

Available from the Microsoft web site.

Set Up the SmartPlant 3D Workstation Computer:

4.0 SP3D Load Operating System on SmartPlant 3D Workstation
Install the Oracle 10g Client Release 2 (10.2.0.4 or 10.2.0.5 if the client is Windows 7) (32-bit) software on the SmartPlant 3D workstation. If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 4.0.2. Do not use Oracle "light client" as it does not include some of the DLLs required by SmartPlant 3D.

4.0.1

SP3D

Install Oracle Client Software

SP3D

Configure the Oracle Client.

Configure the Oracle Client Verify Startup of Oracle Client Services If you are using Oracle 10gR2 as your database software, skip this section and have completed Task Number 4.0.1, go to Task Number 4.1.

SP3D

Verify startup of the Oracle Client Services. Install MSSQL Server 2005 Client Software on the SmartPlant 3D Workstation

4.0.2

SP3D

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SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

SP3D

Install Microsoft SQL Server 2005 Standard SP2 (32- Microsoft SQL Server 2005 requires XML 6.0 and will automatically bit). install it as part of the SQL Server 2005 Prerequisite installation.

Install Microsoft SQL Server 2005 Client

4.1

SP3D
SP3D

Install Prerequisite Software on the SmartPlant 3D Workstation

Internet Explorer 7.0 or later Available from the Microsoft web site.

Loading Prerequisite Software on the Client

SP3D

Microsoft NET Framework 2.0

Available from the Microsoft web site.

Install Microsoft .NET Framework

SP3D

Microsoft NET Framework 3.5 SP1

Available form the Microsoft web site.

Install Microsoft .NET Framework

SP3D

Install Excel 2003 or 2007

Excel is required for reports generation. SmartPlant License Manager 2010 version 11.00.17.00 is required for Windows 7 operating systems. Delivered on SP3D product media under Batch Services folder. Batch Services version 06.00.00.06 is required for Windows 7 operating systems. Available from the Adobe web site.

Install Microsoft Office

SP3D

Install SmartPlant License Manager 2010 (v11.0)

SP3D

Install Batch Services version 6

SP3D

Adobe Reader 8.0 or later

4.2 4.2.1 4.2.2

SP3D Install SmartPlant 3D Client Software SP3D Install SmartPlant 3D Reference Data. SP3D Install the SmartPlant 3D Client software.
SP3D Configure Network Shares. Configure for Large Model Drawing Generation (optional)
5

Delivered on product media Delivered on product media

Install SmartPlant 3D Reference Data

Install SmartPlant 3D Client Software

Configure Network Shares Configure for Large Model Drawing Generation

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SP3D

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool
SP3D

Step Description
Register Solid Edge Version 20 .DLL File (optional)

Comments/ Problems / Workarounds

Additional Resources
Register Solid Edge Version 20 .DLL File

TR / CR Setup Notes

SP3D

Configure for an Integrated Environment

Install SmartPlant Schema Component, Install SmartPlant Client

Configure for an Integrated Environment

4.3

SP3D

Install and Configure the Name Generator Service.

Delivered as part of SmartPlant 3D Reference Data setup

Installing the Name Generator Service

4.4

SP3D Install SmartPlant 3D PDS Project Translators. Delivered on SP3D product media.

Install SmartPlant 3D PDS Project Translators

4.5

SP3D Integrate with SmartPlant P&ID. Delivered on SP3D product media under Prerequisite Software. Delivered on SP3D product media under Prerequisite Software.

Integrating with SmartPlant P&ID

4.6

SP3D Install PDS Export Tools.

Install PDS Export Tools

4.7

SP3D Install PDS Data Access

Install PDS Data Access

4.8

SP3D Install Programming Resources.

Delivered on product media

Install Programming Resources

4.8.1

SP3D

Install the SmartPlant 3D Command Wizard. Install the SmartPlant 3D Symbol/Part Definition Wizard.

Delivered as part of the Programming Resources setup.

Install the SmartPlant 3D Command Wizard Install the SmartPlant 3D Symbol/Part Definition Wizard

4.8.2

SP3D

Delivered as part of the Programming Resources setup.

4.9

SP3D

Install Piping Specification Remote Access Server.

Configure the Piping Specification Remote Access Server Service Register the Site Database for P&ID Access

Delivered as part of SmartPlant 3D setup

4.9.1

SP3D

Configure the Piping Specification Remote Access Server Service Register the Site Database for P&ID Access

4.9.2

SP3D

11/24/2010]

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

Create the SmartPlant 3D Databases:

5.0
5.0.1

SP3D
SP3D

Create the Site, Catalog, and Schema Databases

Create the Site, Catalog, and Schema Databases for SQL Create the Site, Catalog, and Schema Databases for Oracle

Configuring the Databases Create the Site, Catalog, and Schema Databases for SQL Create the Site, Catalog, and Schema Databases for Oracle

5.0.2

SP3D

51 5.1
5.1.1

SP3D Create the Model and Reports Databases

SP3D Create the Model and Reports Databases for SQL Create the Model and Report Databases for SQL Create the Model and Report Databases for Oracle

5.1.2

SP3D

Create the Model and Reports Databases for Oracle.

5.2

SP3D Assign Access Permissions

Assign Access Permissions

11/24/2010]

SmartPlant 3D
Installation & Configuration Checklist

Software Versions: 2009.1 (8.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task Number User Tool Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

Configure the Interference Detection Server

6.0
6.0.1

SP3D Set Up Server-Based Interference Checking

SP3D Install Databases Interference Detection Service. Create IFC Permission Group Folder and Permission Group Install Database Interference Detection Service Create IFC Permission Group Folder and Permission Group

6.0.2

SP3D

Working in an Integrated Environment

7.0 SP3D Configure the SmartPlant 3D Integration Plant For guidelines about integrating SmartPlant 3D, see the SmartPlant Enterprise Installation and Configuration Checklist . Configure the SmartPlant 3D Integration Plant

7.0.1

SP3D

Register via Project Management with SPF plant

7.0.2

SP3D

Retrieve PBS document Retrieve additional documents (example, PID drawings, DDP data, Cable Schedule, and so forth)

7.0.3

SP3D

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