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Process, Power and Marine Division

SmartPlant 3D Setup and Administration

Intergraph PPM Training

Prerequisites for this class:  Experience with Microsoft Windows Operating System architecture  Experience with Microsoft SQL or Oracle database server administration  Knowledge of 3D Plant Design CAD Concepts

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)  Plant Organization (Systems hierarchy)

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)  Reference 3D (R3D) Part I

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)  SP3DTools

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

SmartPlant 3D Introduction

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

- Drawings Batch Server

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

Ancillary servers

SP3D Intro: Database Architecture

Catalog Database set

Model Database

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.

Site Database set

Reports Database : Interacts with the other five databases to generate tabular reports Reports Database set from SmartPlant 3D data

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

SP3D Intro: Database Architecture Catalog 1

Model 1 Report 1

Site 1

Model 2

Report 2

Multiple Plants can rely upon the same Catalog.

Catalog 2

Model 3 Report 3

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

SP3D Intro: Database Architecture Catalog 1

Model 1 Report 1

Site 1

Model 2

Report 2

Multiple Plants can rely upon the same Catalog.

Catalog 2

Model 3 Report 3

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

SP3D Intro: Define Workspace 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

Reports Database set

Model Database Site Database set Catalog Database set

Workspace

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

SP3D Intro: Single Database SYSTEM

File boundaries inhibit simultaneous access to data

CAD CAD

CAD

SYSTEM

Logical set of databases

Model database

CAD

CADCAD CAD CAD CAD CAD CAD CAD CAD CAD CAD CAD

SPACE

SPACE ASSEMBLY

ASSEMBLY

Databases provide easy access to arbitrary subsets of data

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

SP3D Intro: Rules Services Local application SP3D

Local based rules analysis

– Design Rules • Naming Rules • Surface Style Rules

– Clash Rules

Periodic display refresh

• Server based • Local based

Update design changes

Database

Periodic query changes

Update results

Server based rules analysis SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

SP3D Intro: Common Windows Based User Interface • • • •

SmartPlant “Task” oriented interface Common windows interface Ribbon bars Graphic views

Access Control

Main Menu

Active command Ribbon bar

Task Toolbar Active View Status Bar

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

Common Toolbar

Workspace Explorer

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.

SP3D Intro: Creating the Catalog Database Database Wizard – Project Management: Allows quick restoration of the Catalog Database template that contains all Intergraph delivered sample data.

.DAT

Catalog database set

Bulkload Utility: Creates a new Catalog Database(s), and is used to maintain existing Catalog Database(s).

Catalog database set

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

SP3D Intro: SmartStep Commands •

Same task specific ribbon bars for placement and object-action

Smart Steps

Data fields

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 Point Cloud Guide

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

System Setup

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 File and Database Server Considerations

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 – Name Generator Service Provider

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  - Batch services

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 • SQL Log 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 64bit)



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 • Latest available drivers should be installed

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) Oracle Database 10g Client Release 2 (10.2.0.4) SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

System Setup: Software Prerequisite Workstation  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 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 Files\SmartPlant\3D\Workstation 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 – If the computer will be configured for remote batch processing

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

System Setup: File and Database Server Considerations The major bottleneck for performance in a database server for SP3D is disk I/O. *.mdf

.ldf

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  Three different ways to setup SP3D. Server Name Generator Database Templates…

Workstation Project Management Bulkload IFC…

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

Standalone

SP3D Setup  When setting up SP3D as a Standalone configuration, change the default installation folder for Server (Reference Data) and Workstation (Installation) components.

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 Current version: V2009.1, (08.01.36.0006) 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  Service Packs or Hotfixes support silent install

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 RTM Installation

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 Server - RTM

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

SP3D Setup

Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

SP3D Setup Workstation - RTM

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

Reboot!!!

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 3D in the list of programs.

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

SP3D Setup HotFix installation

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 service. 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 COM+ application.

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

Project Setup

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) - Other software that is running on the machine

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 Ct = total concurrent users for all other sites 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 b. The equivalent number of users at the 5-user site is: 5 + (0.25 * (200)) = 55 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 workstation

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

64 bit

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 – Project Management

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 permission groups, not model items contained within

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  Full Control – Can perform write and approval on 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

 Full Control – can change from any status to any status

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

Read



Write







Full Control







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

Approve/ reject



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

 Labs 1 - 3

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

Backup and Restore

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  Restore plant as a copy

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 backup configuration file (*.bcf) is saved.

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 2nd 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 d.exe.

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

Project Management: Delete a Catalog  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

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

Project Management: Hierarchy - Top level of the hierarchy Icons - 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 - Permission group 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 the Satellite locations.

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 Catalog

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

Project Management: New Catalog Command

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

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Custom Properties: Define plant property

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Setup and Administration Lab

 Lab 4 – 10

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Plant Organization

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Plant Organization: Contents  System Hierarchy  Create and Modify Systems Hierarchy  Assign Allowed Specifications

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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

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Systems and Specifications: Creating Systems  Create New System Command  Importing from Excel  Copy and Paste Systems

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Systems and Specifications: Create New System Command Systems and specifications task – Dedicated function

 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

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Systems and Specifications: Create New System Command Systems and specifications task - Contextual menu

 Systems can be created from workspace explorer hierarchy.

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Systems and Specifications: Create New System Command Graphical tasks

 Systems can be created from workspace explorer hierarchy.

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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

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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

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Systems and Specifications: Editing Systems  Deleting Systems  Renaming Systems – –

User defined Default naming rule

 Moving Systems – –

Move using parent property Move using drag and drop

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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.

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Systems and Specifications: Define allowed specifications  Systems and Specifications task

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Systems and Specifications: Define allowed specifications •Whole categories can be selected with a single click

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Systems and Specifications: Define allowed specifications (Cont’d) •Multi-select of specifications and/or categories

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Systems and Specifications: Define allowed specifications •Multi-select of specifications of different categories

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Systems and Specifications: Define allowed specifications • Easier method to remove allowable specifications from a system (Multi- select allowable specifications and press delete key)

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Setup and Administration Lab

 Lab 11 - 13

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Common Applications

 COMMON APPLICATIONS

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Model Data Reuse (MDR)

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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

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Model Data Reuse: Mirror Copy

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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

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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)  Copy between plants is supported SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Model Data Reuse  MDR command exists only in Project Management

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Model Data Reuse: Workflow Select source objects based on systems Begin Model Data Reuse

Select disciplines to be copied Select source objects based on filters

Select destination plant and system

Select a transformation to position copied objects

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

Confirm copy and review results

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

 Lab 14 - 18

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Synchronization

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Synchronize Model with Catalog  Used to propagate changes from the catalog to the model (including property, specification, and symbol changes)

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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.

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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.

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Synchronize Model with Catalog

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Database Maintenance Command

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Database Maintenance Command  Provides a tool to purge temporary data that may cause performance issues.

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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  Reorganize selected indexes

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Database Integrity

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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 another object in the model.

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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. 3. Clean databases to correct errors.

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DB Integrity: Perform Check  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 Diagnostic Diagnostic Diagnostic

clean database clean database clean database clean database

issues issues grouped by problem description issues grouped by status issues with column filters

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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.

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DB Integrity: Corrective Actions

 Consult latest DBIntegrity.pdf document for the correct workflow to fix the problem.  Most workflows involve use of the Clean Database custom command.  In some cases you may be instructed to contact Intergraph support for certain issues. Please do so, and be prepared to provide a database backup with your service request.

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DB Integrity: Corrective Actions (Cont´d) - Clean Database Custom Command SP3DCleanDatabaseCmd.CCheckObj

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PDS Model Reference

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PDS Model Reference: Overview  Prerequisites  Setup  PDS Object Filters

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PDS Reference Prerequisites  Before installing PDS Data Access component, you must install the following prerequisite software on a computer on which the Project Management and SmartPlant 3D Server Connectivity options are also installed: – – – –

Batch Services PD_Shell (Plant Design System Environment) RIS Client PDS Data Access Components (SP3D Installation CD)

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

PDS Reference Setup:  From Workstation machine with Project Management options installed: – Point PDS Configure to appropriate pds.cmd file – Point RIS Schema Manager to pds schema file – In Project Management task, attach the PDS project to SP3D plant using New PDS Model Reference command

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PDS Reference Setup (Cont’d):

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PDS Reference Setup (Cont’d):

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PDS Reference Setup (Cont’d):

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Point cloud model reference

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Point cloud reference

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Point cloud reference  SmartPlant 3D provides vendor-neutral point cloud data integration within the Plant modeling software environment.  Saves redrawing an object, while still being able to add to it or build on top of it.

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

Point cloud reference: Supported Point Cloud vendors -

Geosystems Leica Quantapoin Trimble Z+F UK

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Point cloud reference: Possible actions  Accessing Point Cloud (Accessories menu, filters)  Selecting a Data Point  Measuring  Interference Checking (IFC)

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

Point cloud reference: Attach to Project Management  select New Point Cloud Model Reference.

 select a vendor from the Select Point Cloud vendor to use list. SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Point cloud reference: Detach from Project Management  select New Point Cloud Model Reference.  select None from the Select Point Cloud vendor to use list

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Setup and Administration Lab

 Lab 19 - 22

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SP3D Error Log  On by default, but needs to be set for persistence (cleared when session closes).  Activate using …\Core\Tools\Administrator\Bin\ErrorLogEnable.exe  4 Severity levels  Time-based log file names  Error log created per session or instance

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SP3D Error Log

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Interference Checking (IFC)

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Interference Checking Detection (IFC): Overview SP3D provides two methods for IFC operation: Server-based Interference checking (Database Detect). - Run on a separate IFC machine as a windows service - Look for all interferences for the full model

Interactive interference checking (Local Detect). - Help the designer in real time - Local to a session (what you see in your workspace)

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

IFC: Characteristics Database Detect

Local Detect

Runs continuously (System Administrator choice)

Works only within the current session

Dedicated server minimizes impact on users and improves performance

Provides immediate graphical feedback (works immediately after commit)

Creates persistent interferences that are stored in the model database

Creates temporary interference markers in a user session

Based on administrator settings (controlled by permission groups)

Based on individual user settings

Provides feed back on how much has been checked

Checks only created and modified items

Users can visualize the interferences (persistent items)

Clears dynamic interferences after refreshing workspace

Finds interferences against foreign objects (PDS, Microstation, Autocad) by using optional settings

Finds interferences against foreign objects (PDS, Microstation, Auocad) without requiring a specific setting.

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IFC: Visual differences Any persistent interference detected by Database Detect method appear as a sphere

Interferences detected by Local Detect method appear as a box

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IFC: Visual differences  Hard clash  Soft clash  Clearance clash

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IFC: Checking methodology

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IFC: Checking methodology  Three types of checking priorities (based on object aspects): - Required (Hard) - Optional (Soft) - Not Checked

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IFC: Aspects  Aspect: Geometric area or space related to an object, such as its physical shape or the space required around the object.  Aspects are defined when a part class is created for the reference data.  Aspects can represent clearances for safety or maintenance areas. SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

IFC: Aspects       

Simple Physical Detailed Physical Insulation Operation Maintenance Reference Geometry Centerline SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

IFC: Comparison Criteria  Can process the following combination of aspect priorities: • Required – Required (Hard – Hard) • Required – Optional (Hard – Soft) • Optional – Optional (Soft – Soft)  A clearance rule can be used SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

IFC: Clearance Rule  A clearance rule can be used

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IFC: Local Detect  IFC is available from all tasks (Tools  Check Interference)  Very simple and intuitive GUI  Ribbon bar includes: • Settings • Visualization • Review & approval SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

IFC: Local Detect  Local detect toolbar Settings

Show Interferences

Hide Interferences

Fit Interferences

Interferences List

Close Toolbar

Required Action

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IFC: Local Detect

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IFC: Local Detect  Interference List Dialog Box - Show interferences that currently appear in the workspace - Updates automatically - Sort by any column

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IFC: Database detect     

Verify permission requirements Install database interference detection service Configure interference service properties Start database interference detection service Create IFC permission group folder and permission group  Start database interference detection process SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

IFC: Database detect

 Verify permission requirements For the IFC Database Detection process to run correctly, user must meet and configure permission requirements according to the following guidelines:  SP3D Permissions: – Full Control at the root of the plant to start/stop IFC Process is required. – Write permission or higher to a designated IFC permission group

 IFC Windows Service: – Identity for the service must be a domain account that has Write or higher level of access to designated IFC permission group. If possible use login with a password not required to change as often as a corporate user.

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IFC: Database detect  Install database interference detection service

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IFC: Database detect  Configure interference service properties

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IFC: Database detect  Start database interference detection service

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IFC: Database detect Create IFC permission group folder and permission group

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IFC: Database detect  Start database interference detection process

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IFC: Database detect  Modifications to Database Interference

properties  If any change to settings on database detect need to be done at any time during the life of the project, all objects in the plant need to be reprocessed from the beginning (0% to 100%). There will be two options, allow IFC process to delete all existing markers including their notes and approval status, or perform a warm reboot. SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Setup and Administration Lab

 Lab 23 - 24

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Reference 3D (R3D)

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Reference 3D overview  Reference 3D (R3D) functionality facilitates the attachment of external 3D data as a reference model. Such external data might have been published from another Smart 3D model or from a third-party model such as PDMS. The data from external models is expected as a set of graphic (.zvf) and data (.xml or .drv) files. This command significantly augments the current global workshare solution, as it does not require replicated databases.

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Reference 3D

.ZVF

.XML

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Reference 3D functionality  With R3D you can do the following: – Attach and orient (position, rotate, and scale) the reference model relative to the active mode so that you can view the reference model data graphically and model against it. – Control (add) R3D objects, hierarchy, and properties with user-defined schema and mapping files to extend the delivered R3D schema. – Inspect the R3D model objects' properties and view their names through ToolTips. – Use a powerful SmartPlant 3D filtering mechanism on R3D Objects to filter objects from Reference 3D Models based on their type— regardless of the authoring tool used for creation (SP3D, SM3D PDMS, and so on). – Extract simple General Arrangement drawings showing relative positioning of objects from R3D models, with limited annotation. SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Reference 3D business cases  Some of the business cases addressed by this functionality include the following : – Supporting Disconnected Workshare Since the data is published to files at the source site(s) and attached as a reference at the target site, live connection between the databases is not required. Periodic publish and update of the R3D models would allow multiple partners to work on a joint venture product in a disconnected manner.

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R3D - Disconnected Workshare Joint Venture Scenario

Publish

Update Attach

Sub Contractor (Source Model)

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Prime Contractor (Target Model)

Reference 3D technical aspects  Some of the business cases provided by this functionality include : – – – – – –

Supporting Disconnected Workshare Preserving Intellectual Property in Joint Venture Projects Allowing for Better Security in Joint Venture Projects Compatibility between Datasets from Different S3D Versions Bridging Differences between S3D Datasets on Disparate Databases Ability to Work with Datasets from External Tools such as PDMS, XMpLant – Supporting Parallel Design for Increased Productivity

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R3D Transformation Overview N

150 m

100 m

O

90°

200 m

E

-125 m

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Attaching S3D Models .ZVF

.XML

Publish Data Attach as R3D Model

Source Model

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Target Model

Attaching PDMS Models .RVM

.ATT

Export RVM Translate Data

PDMS

.ZVF

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

.DRV

Attach as R3D Model

Reference 3D - Filters  R3D includes a very powerful filtering mechanism that allows you to filter objects from references based on their type, regardless of the authoring tool used for creation (SmartPlant 3D, PDMS, and so on).

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

Reference 3D - Filters

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Setup and Administration Lab

 Lab 25 - 29

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Reference 3D Custom Schema    

Defined just like R3D Schema Allows Users to Add Custom Classes Allows Users to Add Custom Properties to R3D Classes Provides Mechanism to Map to these Custom Classes and Properties  Custom Schema Excel Spreadsheet Resides on Symbol Share

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

SP3D v2009.1

SP3D v2007.4

PDMS

Reference 3D Schema Mapping

P3D To R3D Map

Custom P3D To R3D Map

PDMS To R3D Map

R3D Schema + R3D Custom Schema

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

Reference 3D Schema Review  Components of Schema – Classes – Interfaces – Properties

 Example Class

Interfaces IJR3DPipingPort

CR3DPipeNozzle IJNamedItem

Properties NPD End Preparation Rating

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

Reference 3D Schema Definition  Class Definition

 Interface and Property Definition

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Mapping S3D to R3D Schema

 Interface and Property Mapping

Mapped Properties UnMapped Properties

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Reference 3D business cases  Some of the business cases addressed by this functionality include the following : – Supporting Parallel Design for Increased Productivity If a project as many similar units, only one unit may be modeled and be published. This published unit can then be attached multiple times with the required positioning. Additional modeling such as civil work can be performed simultaneously on all the units by working with the references. When the original unit is completed, the Model Data Reuse functionality can be used to actually replicate unit across to obtain real S3D objects.

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

Setup and Administration Lab

 Lab 30

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Global Workshare

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Global Workshare: Overview  A global workshare configuration is an arrangement that allows work to be performed on the same project from multiple geographical locations or from multiple companies in different locations. In the SmartPlant 3D global workshare configuration, data sharing between different locations will be achieved through scheduled or near real-time database replication of the plant to all satellite locations.

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

Global Workshare: Overview (Cont’d) 

The intent of the global workshare configuration in SmartPlant 3D is to make the complexities of model sharing among remote locations transparent to the end user. A live network connection between the satellites and the host is required for data replication, but work at the satellite and host locations can continue even when the network is unavailable. Office A: Structure and Grids Placed. Office B: Equipment placed on the Slab from Office A. Office A & B see combined work.

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Global Workshare: Network topology

 Hub and Spoke

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Global Workshare: Administration – Permission Group Management • Permission Group creation must take place while working against the Host. • Permission Groups are defined as location specific during their creation.

Location list is populated by the location objects used during the creation of the global workshare configuration.

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

Global Workshare: Host/Sat Project Management Functionality Project Management Action

Host

Satellite

Run Duplicate Plant for Workshare Command or the Consolidate Command

Yes

No

Create Permission Group

Yes

No

Create Permission Group Folder

Yes

No

Add Users or Groups to Permission Group

Yes

No

Modify User or Group in Permission Group

Yes

No

Change Symbol Share for Catalog

Yes

Yes

Regenerate Report Database

Yes (for Host)

Yes (for Satellite)

Add new properties to the object types

Yes

No

Create Location Object

Yes

No

Run Sync Model with Catalog

Yes (for Host)

Yes (for Satellite)

Database Detect IFC

Yes

No

Bulkload to Catalog DB

Yes

No

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

Global Workshare: Host/Sat General Functionality General Action

Host

Satellite

View Catalog Data in Catalog Task

Yes

Yes

Use any of the Commands in the Equipment, Electrical, Common, Drawings and Reports, Grids, Hangers and Supports, HVAC, Piping, Piping Manufacturing, Space Management, Structure, Systems and Specs environments.

Yes

Yes – with a few exceptions that we have covered, like adding specs to the plant node.

Create/Modify/Delete Objects under any system created in Systems and Specs provided they have effective write access to the object being modified.

Yes

Yes

Create/Modify/Delete new branch in the Drawings and Reports task hierarchy.

Yes – on the root node

Create/Modify/Delete object

Yes – on location specific branch

Create/Modify/Delete Filters/Filter-Folders

Yes

Yes (Depends on preparation)

Create View Styles

Yes

Yes

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

Global Workshare: Overview 

What is covered in the complete Global Workshare course? – – – – – – – –

Planning for GW Creating the SP3D GW Administrating the SP3D GW Permission Group Move Working in SP3D: Modeling and Output Consolidating the GW Discuss Backup and Restore Workflows for the SP3D GW Changes and Future Considerations

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

Model Upgrade

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

Model Upgrade: Overview  With the software's version-to-version migration functionality, you can upgrade your databases and their associated metadata to match the currently installed version of the software.  For the current release, it is only possible to upgrade a plant configuration using the same database type (Oracle or SQL).

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

Model Upgrade to New Version  Backup plant and symbols  Verify integrity of data – – – – –

Verify/clean specifications Synchronize model with catalog Resolve To-Do list Verify access to reference files Run database integrity and clean corrupt elements

 Final backup with old version  Install latest software to server and workstation machines SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Model Upgrade to New Version (cont)  Upgrade Site and Site schema databases using Database Wizard.  Upgrade Catalog and Catalog schema databases using Tools > Upgrade Version command from Project Management.  Upgrade Model database using Tools > Upgrade Version command from Project Management.

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

Model Upgrade to New Version (cont)  Upgrade symbols share  Upgrade reference data – Customized catalogs – Non-Customized catalogs – Customized drawings and reports

 Synchronize upgraded model with upgraded catalog and resolve pending To-Do actions.  Run database integrity and clean possible errors  Regenerate reports database SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.

Smart Plant License Manager (SPLM)

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

SPLM: Overview - Concurrent licensing software - Client/server based configuration (both of them must have the software installed) - Can be installed on any computer on the domain with a fixed or static TCP/IP address - Little impact on computer performance - Keeps a running inventory of how many licenses are in use

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

SPLM:

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

SPLM: Administrative Tasks  Configure and test license reservation  Log product usage  Monitor the status of active daily, reserved, expired and unexpired licenses.  Scavenge

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

SP3DTools

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

SP3DTools Unsupported tool that can be downloaded from the e-customer website.  -

This application lets you: Report Number of connections Verify symbol files Check proxies Check index fragmentation (Schedule) SP3D scheduled backups (both SQL and Oracle) Synchronization (Schedule) SmartPlant 3D Setup and Administration - © 2010 Intergraph Corporation. All rights reserved.