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
1.0 SP3D
Load Operating System on SmartPlant 3D
Database Server
1.0.1 SP3D
Install Windows 2003 Server SP1 on the
SmartPlant 3D Database Server
If you are using Windows 2000 Server software,
skip this section and go to Task Number 1.0.2.
SP3D Load Windows 2003 Server SP1 You can download the service pack from the Microsoft web site.
SP3D Enable Network Access in Windows Server 2003
1.0.2 SP3D
Install Windows 2000 Server SP4 on the
SmartPlant 3D Database Server
If you are using Windows 2003 Server software and have completed
Task Number 1.0.1, skip this section and go to Task Number 2.1.
SP3D Load Windows 2000 Server SP4 You can download the service pack from the Microsoft web sit.
2.0 SP3D
Configure the SmartPlant 3D Database
Server
2.0.1 SP3D Configure for Oracle
If you are using MSSQL Server 2005 as your database software,
skip to Task Number 2.0.2.
Installing and Configuring Oracle
Server Software
SP3D
Install and configure Oracle 10gR2 Standard or
Enterprise on the database server.
If you are using SmartPlant 3D in a stand-alone environment, install
Oracle Standard edition (10.2.0.1). If you are using SmartPlant 3D
in a Global Workshare environment, install Oracle Enterprise
edition (10.2.0.2). SP3D does not require Oracle Data Mining, Text,
OLAP, Spatial, and Label Security - leaving Enterprise Manager
Repository.
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
Install Oracle Server Software
SP3D Configure Oracle Networking.
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.
Configure Oracle Networking
Components
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
1 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
SP3D
Post Installation install Oracle Services for Microsoft
Transaction Server 10.2.0.1.0
SP3D Generate Database Creation Scripts
SP3D
Post Installation verify oracleMTSRecoveryService,
OracleService<SID>, OracleDBConsole<SID>, and
Oracle<oracle_hime>TNSListener services are
started and set to automatic
SP3D
Use Oracle Net Manager to test the Database
Connection
SP3D
As a Local Administrator, log into Oracle and run the
SP3DRoles.sql, SP3DUser.sql, and
SP3DProjectAdministrator.sql scripts
SP3D Create the Oracle Streams Tablespace. Workshare Only
Create the Oracle Streams
Tablespace
SP3D Create the Oracle Streams Administrator. Workshare Only
Create the Oracle Streams
Administrator
2.0.2 SP3D Configure for MSSQL Server 2005
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.
Installing and Configuring Microsoft
SQL Server 2005
SP3D
Install and configure MSSQL Server 2005 SP1 on the
database server.
If you are using SmartPlant 3D in a stand-along environment, install
SQL Server 2005 Standard edition. If you are using SmartPlant 3D
in a Global Workshare Environment, install SQL Server 2005
Enterprise edition. Microsoft SQL Server 2005 requires XML 6.
Install Microsoft SQL Server 2005
SP3D
Verify automatic startup of MSSQL Server 2005
services.
Verify Automatic Startup of Microsoft
SQL Server 2005 Services
SP3D
Register the database server in the Enterprise
Manager console.
SP3D Assign system administrator privileges.
Assign System Administrator
Privileges for SQL Server 2005
S
3.0 SP3D
Install Prerequisite Software on SmartPlant
3D Database Server
2 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
SP3D MDAC 2.8 SP1 (2.8.1)
Installed during Windows 2003 setup. For Windows 2000 Server
installations, available on the product CD under Prerequisite
Software.
SP3D MSXML 4.0 SP2 Delivered on the product CD under Prerequisite Software.
SP3D MSXML 4.0 Hotfix KB832414 Delivered on the product CD under Prerequisite Software.
SP3D Internet Explorer 6.0 or later Delivered on the product CD under Prerequisite Software.
SP3D Adobe 7.0 Reader Delivered on the product CD.
SP3D Microsoft NET Framework 2.0 Delivered on the product CD under Prerequisite Software.
4.0 SP3D
Load Operating System on SmartPlant 3D
Workstation
4.0.1 SP3D
Install the Oracle Client 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.
Install Oracle Client Software
SP3D Configure the Oracle Client. Configure the Oracle Client
SP3D Verify startup of the Oracle Client Services.
Verify Startup of Oracle Client
Services
Set Up the SmartPlant 3D Workstation Computer:
3 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
4.0.2 SP3D
Install MSSQL Server 2005 Client Software on the
SmartPlant 3D Workstation
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 Install Microsoft SQL Server 2005 Client Tools
Microsoft SQL Server 2005 requires XML 6.0 and will automatically
install it as part of the SQL Server 2005 Prerequisite installation.
However, the SmartPlant 3D Drawings and Reports task requires
XML 4.0 Service Pack 2. Make sure you have both versions o
Install Microsoft SQL Server 2005
Client
4.1 SP3D
Install Prerequisite Software on the
SmartPlant 3D Workstation
Loading Prerequisite Software on the
Client
SP3D MDAC 2.8 SP1 (2.8.1)
Installed during Windows 2003 setup. For Windows 2000 Server
installations, available on the product CD under Prerequisite
Software.
Install Microsoft Data Access
Components
SP3D MSXML 4.0 SP2 Delivered on the product CD under Prerequisite Software.
Install Microsoft XML 4.0 Service Pack
2 (Workstation)
SP3D MSXML 4.0 Hotfix KB832414 Delivered on the product CD under Prerequisite Software.
SP3D Internet Explorer 6.0 or later Delivered on the product CD under Prerequisite Software.
SP3D Microsoft NET Framework 2.0 Delivered on the product CD under Prerequisite Software. Install Microsoft .NET Framework
SP3D Install Excel 2003 Excel is required for reports generation. Install Microsoft Office
SP3D Adobe 7.0 Reader Delivered on the product CD.
4.2 SP3D Install SmartPlant 3D Client Software
4.2.1 SP3D Install SmartPlant 3D Reference Data. Delivered on the product CD. Install SmartPlant 3D Reference Data
4.2.2 SP3D Install the SmartPlant 3D Client software. Delivered on the product CD. Install SmartPlant 3D Client Software
SP3D Configure Network Shares. Configure Network Shares
4 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
SP3D Configure for Large Model Drawing Generation.
Configure for Large Model Drawing
Generation
SP3D Register Solid Edge Version 18 .DLL File
Register Solid Edge Version 16 .DLL
File
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.
Installing the Name Generator Service
4.4 SP3D Install SmartPlant 3D PDS Project Translators. Delivered on the product CD.
Install SmartPlant 3D PDS Project
Translators
4.5 SP3D Integrate with SmartPlant P&ID. Integrating with SmartPlant P&ID
4.6 SP3D Install PDS Export Tools. Delivered on the product CD under Prerequisite Software. Install PDS Export Tools
4.7 SP3D Install PDS Data Access Delivered on the product CD under Prerequisite Software. Install PDS Data Access
4.8 SP3D Install Programming Resources.
Not available on CD AutoPlay. Navigate to the
ProgrammingResources folder under the SmartPlant 3D
folder on the product CD. Double-click the
ProgrammingResources.msi file.
Install Programming Resources
4.8.1 SP3D Install the SmartPlant 3D Command Wizard. Delivered as part of the Programming Resources setup.
Install the SmartPlant 3D Command
Wizard
4.8.2 SP3D
Install the SmartPlant 3D Symbol/Part Definition
Wizard.
Delivered as part of the Programming Resources setup.
Install the SmartPlant 3D Symbol/Part
Definition Wizard
4.9 SP3D
Install Piping Specification Remote Access
Server.
Delivered as part of SmartPlant 3D setup
4.9.1 SP3D
Configure the Piping Specification Remote Access
Server Service
Configure the Piping Specification
Remote Access Server Service
5 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
4.9.2 SP3D Register the Site Database for P&ID Access
Register the Site Database for P&ID
Access
Create the SmartPlant 3D Databases:
5.0 SP3D
Create the Site, Catalog, and Schema
Databases
Configuring the Databases
5.0.1 SP3D
Create the Site, Catalog, and Schema Databases for
SQL
Create the Site, Catalog, and Schema
Databases for SQL
5.0.2 SP3D
Create the Site, Catalog, and Schema Databases for
Oracle
Create the Site, Catalog, and Schema
Databases for Oracle
5.1
5.1 SP3D Create the Model and Reports Databases
5.1.1 SP3D Create the Model and Reports Databases for SQL
Create the Model and Report
Databases for SQL
5.1.2 SP3D Create the Model and Reports Databases for Oracle.
Create the Model and Report
Databases for Oracle
5.2 SP3D Assign Access Permissions Assign Access Permissions
6 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
Configure the Interference Detection Server
6.0 SP3D Set Up Server-Based Interference Checking
6.0.1 SP3D Install Databases Interference Detection Service.
Install Database Interference
Detection Service
6.0.2 SP3D
Create IFC Permission Group Folder and Permission
Group
Create IFC Permission Group Folder
and Permission Group
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
7.0.3 SP3D
Retrieve additional documents (example, PID
drawings, DDP data, Cable Schedule, and so forth)
Working in an Integrated Environment
7 10/18/2014]
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
Software
Versions: 2007 (7.0)
SmartPlant 3D
Installation & Configuration Checklist
8 10/18/2014]
SmartPlant 3D Flowchart
SmartPlant 3D Installation and Configuration Checklist
9 10/18/2014]