You are on page 1of 237

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 (Contd)

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 (Contd)

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

Ancillary servers
- SmartPlant 3D - Drawings
Client Batch Server

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Database Architecture

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
Catalog Database set Model Database databases.

Catalog Database:
Contains the reference data that is used by all
disciplines.

Model Database: Contains and organizes all


of the three-dimensional objects in the plant.

Reports Database : Interacts with the other


five databases to generate tabular reports
Site Database set 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 Reports Database set
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 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 SYSTEM
access to data
Logical set of
Model databases
database
CAD
CAD
CAD 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 Local based
SP3D rules analysis
Design Rules
Naming Rules
Periodic Update
Surface Style Rules
display design
Clash Rules refresh changes
Server based
Local based
Database

Periodic Update
query results
changes

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 Access Main Common Workspace
Common windows interface Control Menu Toolbar Explorer
Ribbon bars
Graphic views

Active
command
Ribbon bar

Task
Toolbar
Active
View

Status
Bar

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
SP3D Intro: Design Re-use

Copy to catalog or
instance in another
location

Internal relationships maintained.


External relationships exposed

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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 64-
bit)

Supported Database Servers

- Microsoft SQL Server 2005 Service Pack 2 or higher [32 or 64 bits]*


- Oracle Database 10g Release 2 (10.2.0.4) [32 or 64 bits]*

* Standard edition for stand-alone environments; Enterprise edition for Global


Workshare environments

Software Prerequisites

- Microsoft .NET Framework 2.0 and 3.5 SP1


- Adobe Reader
SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Server
Launch setup and pick SmartPlant 3D Reference Data Installation for
the SP3D reference data server software load

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
System Setup: Software Install
SP3D Server
Installation Tips
Account used to run SP3DNameGenerator as a
component service, must have a non-blank password.
If backups need to be stored over the network, the
account under which MSSQLSERVER service runs
should be a domain account (not Local System)

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
System Setup: SP3D Workstation
Machine Introduction
Purpose
Administrative client
Modeling client
Interactive (or batch) drawings creation
Isometric generation
(Optional) Interference detection server
(Optional) Drawings batch server

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
System Setup: Hardware
Recommendations: Workstation
3 GHz Pentium 4 processor or Core 2 Duo
4 GB RAM
Access to a DVD drive, either locally or through a network connection
100BaseT network interface
Graphics card designed for 3D intensive applications that meet the following requirements:
Color depth of 65,536 colors or higher
32-bit main RGBA pixel buffer
Hardware OpenGL 1.1 support
Hardware Z buffer: 32 bit
128 MB RAM for single screens, 256 MB RAM for dual screens
4-bit minimum overlay buffer support
8-bit stencil buffer
Hardware Anti-aliasing support recommended
Hardware Alpha blending support recommended to improve speed of translucent object display
Graphics acceleration set to full
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 administrators 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 Standalone
Project Management
Bulkload
IFC

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
SP3D Setup

When setting up SP3D as a Standalone


configuration, change the default installation
folder for Server (Reference Data) and
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 Model IFC Server Batch Server
on one server database size
Small project 1 to 15 Up to 8 GB Separate Separate server
server or or workstation
workstation

Medium project 16 to 50 8 15 GB Separate One or more


server or separate server
workstation or workstation

Large project 51 to 100 15 GB or more Separate Multiple separate


server or server or
workstation 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 2 24 4 8 or more


Processors (one core Duo counts as
two)

Memory for SQL Server 2005 and 4 8GB 8 16GB 32+GB


Oracle 10g

Bus Size, OS, and Database 32 bit or 64 64 bit 64 bit


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 cant 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

Create/Modify/ Sent to
Approve/
View review/
Delete reject
bring back

Read

Write

Full Control

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Add Users

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Project Setup: SP3D Permissions
Remove users
Select the users to be removed
Pick the places they need to be
removed from

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

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
Icons - Top level of the hierarchy
- Reference data
- Catalog associated with a plant
- Catalog associated with a plant. Missing database
- Catalog associated with a plant. Needs to be upgraded
- Catalog not associated with a plant
- Catalog not associated with a plant. Missing database
- Catalog not associated with a plant. Needs to be upgraded
- Plant model
- Plant model. Missing database
- Plant model. Needs to be upgraded
- Permission group folder
- 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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Custom Properties: Define plant
property

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

Lab 4 10

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Plant Organization: Contents

System Hierarchy
Create and Modify Systems Hierarchy
Assign Allowed Specifications

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Plant Organization: System
Hierarchy
A system is a way to group objects logically
Systems have other systems as children creating a hierarchy
with unlimited levels
Each system can contain several child subsystems
Subsystems can belong to a different permission group from
their parent
Many different types of systems are supplied
Every object must belong to a system
Different types of objects can be associated with different
system types

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Plant Organization: System Types

Generic system Conduit system


HVAC system Electrical system
Equipment system Piping system
Pipeline system Structural system
Unit system Area system

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications:
Creating Systems
Create New System Command
Importing from Excel
Copy and Paste Systems

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Create
New System Command
Systems and specifications task - Contextual menu

Systems can be created from


workspace explorer hierarchy.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Create
New System Command
Graphical tasks

Systems can be created from


workspace explorer hierarchy.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Copy
and paste systems
Select a system then copy
To select the entire hierarchy under a system, right-click the
system then select nested
Paste the hierarchy where desired
You can copy and paste system hierarchies between two
plants in same site

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Import
Systems from external Excel Workbook

You can create an entire systems


hierarchy or add pipelines to an
existing hierarchy
Allowed specifications for
pipelines can also be set in the
workbook.
If specifications are allowed by
import, child systems will not
inherit specifications allowed at
parent levels, including the root
level. Specifications will have to
be allowed system by system

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Editing
Systems
Deleting Systems
Renaming Systems
User defined
Default naming rule
Moving Systems
Move using parent property
Move using drag and drop

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Allow
specifications
Specifications limit part selection and placement based on
rules.
Are defined in the Catalog and must first be added to the Plant
All systems inherit the specifications allowed in at Plant root
Each system must be allowed at least one specification
Specifications allowed for a system are automatically inherited
by its children, unless they were allowed using import command
with Excel workbook.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications
Systems and Specifications task

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications
Whole categories can be selected with a single click

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications (Contd)
Multi-select of specifications and/or categories

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications
Multi-select of specifications of different categories

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Systems and Specifications: Define
allowed specifications
Easier method to remove allowable specifications from a system
(Multi- select allowable specifications and press delete key)

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

Lab 11 - 13

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

COMMON APPLICATIONS

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse (MDR)

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Introduction

Model Data Reuse (MDR) is a way to copy


large amounts of 3D model data in a robust,
scalable and intelligent way
MDR supplements the current copy/paste
process the existing process remains in
place for smaller sets of data

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Mirror Copy

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Advantages

Process works in Project Management task as a


wizard interaction is not required
Does not require objects to be loaded into memory
process is scalable and can copy much larger sets
of data
Software breaks down copy set into multiple
transactions process is robust and can tolerate a
failure and continue with the rest of the objects

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Advantages

Software determines the sequence in which to copy


objects incorporates best practices into the
process
Permission group mapping to existing or default
permission group
Transformation can be chosen using coordinate
systems
Very good logging of process (including failures)
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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse: Workflow

Select source objects


based on systems

Begin Model Data Select disciplines


Reuse to be copied

Select source objects


based on filters

Select a
Select transformation to Confirm copy
destination plant position copied and review
and system objects results

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Model Data Reuse

The Model Data Reuse command invokes a


wizard with which you set up the data reuse
operation.

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

Lab 14 - 18

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog

Used to propagate changes from the catalog to the model


(including property, specification, and symbol changes)

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog

The model is refreshed to include the following:


Modifications to properties that have been bulkloaded into the
catalog.
Modifications to name rules.
parts that have been deleted from the Catalog are added to
the To Do List.
Parts created with the Copy to Catalog command may be
converted from non-cached to cached format to improve
performance.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog

Synchronization can take more time if changes are


updated by a user with write or higher level of
access to all permission groups use a login who
has no permissions on model objects to perform the
synchronization command instead, this will create
ToDo records of objects that need to be updated.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Synchronize Model with Catalog

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Database Maintenance Command

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Database Maintenance Command

Provides a tool to purge temporary data that may cause


performance issues.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Database Maintenance Command

Delete temporary symbol variations (flavors) in database -


Specifies that you want to delete any orphan flavors in the
database. These are temporary symbol variations that the
software used during creation or placement of certain
symbols.
Delete records of objects that users have deleted from model
Rebuild selected indexes
Reorganize selected indexes

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Overview
Database integrity problems are data problems that
can prevent modeling and can impact the accuracy
of deliverables such as drawings or reports. These
problems can be grouped into the following types:
Runtime objects and relations that are not in a workable state or are
incorrect
Persisted objects and relations that are not in a workable state or are
incorrect
A typical example of a database integrity issue is an
object that exists without a mandatory relation to
another object in the model.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Overview

Important
These errors are not expected. However, in the event that
they occur, you can correct them by taking the actions
described on the reports or by executing a clean action.
We strongly recommend that you check the databases from
time to time and promptly report any unknown problems to
Intergraph. Please provide details about how to reproduce
the problem.
If you receive a database integrity error that is not listed in
documentation, contact Intergraph Process, Power & Marine
Support. Be prepared to provide a backup of the databases if
requested.
SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Workflow

The workflow to address database integrity issues


have three overall steps:
1. Check database integrity.
2. Run reports to review errors.
3. Clean databases to correct errors.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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 clean database issues


Diagnostic clean database issues grouped by problem description
Diagnostic clean database issues grouped by status
Diagnostic clean database issues with column filters
SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Run Reports (contd)

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.

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
DB Integrity: Corrective Actions
(Contd)
- Clean Database Custom Command

SP3DCleanDatabaseCmd.CCheckObj

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
PDS Model Reference

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
PDS Model Reference: Overview

Prerequisites
Setup
PDS Object Filters

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
PDS Reference Setup (Contd):

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
PDS Reference Setup (Contd):

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
PDS Reference Setup (Contd):

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Point cloud model reference

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Point cloud reference

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

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

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

Lab 19 - 22

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
SP3D Error Log

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Interference Checking (IFC)

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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 Provides immediate graphical feedback (works
improves performance immediately after commit)
Creates persistent interferences that are stored in Creates temporary interference markers in a user
the model database session

Based on administrator settings (controlled by Based on individual user settings


permission groups)
Provides feed back on how much has been checked Checks only created and modified items

Users can visualize the interferences (persistent Clears dynamic interferences after refreshing
items) workspace

Finds interferences against foreign objects (PDS, Finds interferences against foreign objects (PDS,
Microstation, Autocad) by using optional settings Microstation, Auocad) without requiring a specific
setting.

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Visual differences

Hard clash

Soft clash

Clearance clash

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Checking methodology

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Checking methodology

Three types of checking priorities (based on


object aspects):

- Required (Hard)
- Optional (Soft)
- Not Checked

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

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

Hide Fit Close


Settings
Interferences Interferences Toolbar

Show Interferences Required


Interferences List Action
SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Local Detect

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Local Detect

Interference List Dialog Box


- Show interferences that currently appear in the workspace
- Updates automatically
- Sort by any column

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Database detect

Install database interference detection service

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Database detect

Configure interference service properties

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Database detect

Start database interference detection service

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Database detect

Create IFC permission group folder and


permission group

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
IFC: Database detect

Start database interference detection process

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Reference 3D (R3D)

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

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

.ZVF .XML

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
R3D - Disconnected Workshare
Joint Venture Scenario

Publish Update
Attach

Sub Contractor Prime Contractor


(Source Model) (Target Model)

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
R3D Transformation Overview
N

150 m

100 m
E
O 90 200 m

-125 m

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Attaching S3D Models
.ZVF .XML
Publish Data
Attach as R3D
Model

Source Model

Target Model
SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Attaching PDMS Models
.RVM .ATT
Export RVM
Translate Data

PDMS .ZVF .DRV

SmartPlant 3D Attach as R3D


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

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

Lab 25 - 29

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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.
Reference 3D Schema Mapping

v2009.1

v2007.4

PDMS
SP3D

SP3D
Custom
P3D To PDMS To
P3D To
R3D Map R3D Map
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 Properties
IJR3DPipingPort NPD

CR3DPipeNozzle
End Preparation
IJNamedItem

Rating

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Reference 3D Schema Definition
Class Definition

Interface and Property Definition

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Mapping S3D to R3D Schema

Interface and Property Mapping

Mapped
Properties

UnMapped
Properties

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 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

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

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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 (Contd)

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.

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
Global Workshare: Network topology

Hub and Spoke

SmartPlant 3D Setup and Administration - 2010 Intergraph Corporation. All rights reserved.
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 Yes No
or the Consolidate Command
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, Yes Yes with a few
Electrical, Common, Drawings and Reports, Grids, exceptions that we
Hangers and Supports, HVAC, Piping, Piping have covered, like
Manufacturing, Space Management, Structure, adding specs to the
Systems and Specs environments. plant node.
Create/Modify/Delete Objects under any system Yes Yes
created in Systems and Specs provided they have
effective write access to the object being modified.

Create/Modify/Delete new branch in the Drawings and Yes on the root node
Reports task hierarchy.
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.