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Plant Design System (PDS)

Installation & Configuration Checklist


Software
Versions: PDS 8.0 SE

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference .

Prepare PDS Servers


User
Task Number Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Role
\
PDS requires a variety of server functions, as detailed in the procedures below.
An individual computer can perform one or all of these functions, or a
1.0 PDS Load Operating System on PDS Servers
combination of several functions. Intergraph recommends using separate
computers for each function, if possible.
You can download the service pack from the Microsoft web site. If you are using Windows 2000
1.1 PDS Install Windows 2003 Server SP1 on the PDS Server.
Server software, skip this section and go to Task Number 1.2.
You can download the service pack from the Microsoft web site. If you are using Windows 2003
1.2 PDS Install Windows 2000 Server SP4 on the PDS Server. Server software and have completed Task Number 1.1, skip this section and go to Task Number
2.0.
2.0 PDS Configure PDS Servers These steps are required for all PDS servers.
Add to the registry a new string value named
2.1 PDS HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of This registry entry is required for proper operation of the RIS Client.
c:\win32app\ingr\share.
This registry entry is required in order to avoid problems when more than 10 users attempt to access
Add to the registry a new DWORD value named
a shared folder.
2.2 PDS HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command
Processor\DisableUNCCheck, with a value of 1.
This key is case sensitive.
This modification is required in order for PDS to be able to resolve node names and paths into UNC
paths for non-administrator users. For more information, please refer to the PDS Project Setup
Technical Reference.

Modify the There are three recommended methods for modifying this key. You can the shares on the server to
2.3 PDS HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI the allowed paths in the WINREG key, grant access permissions to certain users or user groups from
NREG registry entry. within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method,
adding allowed paths to the WINREG key.

To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the


value for the AllowedPaths key in the WINREG entry.
To modify environment variables, open System in the Windows Control Panel, select the Advanced
Make sure that the Temp and Tmp environment variables for users and system point to tab, and then click Environment Variables.
2.4 PDS
c:\temp.
It is also necessary to complete this step on each user's workstation before using PDS.
Create the c:\temp folder, share the folder as temp, and change permissions on the
2.5 PDS
folder to allow everyone full control.

Configure License Server


Task
User Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Number
See the SmartPlant License
Install SmartPlant License Manager 09.00.03.00 on the site license Manager Installation and
3.0 PDS The license server controls licensing for PDS.
server. Configuration Checklist.
(SPLMInstall_Checklist.xls)

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Configure PDS Database Servers
User
Task Number Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Role
The database server contains the database software and the data files for the PDS projects.
4.0 PDS Prepare the PDS Database Server.
Make sure that you have performed tasks 1.0 and 2.0 on the PDS Database server.
Install Oracle Software and Set Up the PDS Database Server and PDS If you are using MSSQL Server 2005 as your database software, skip this section and
5.0 PDS
Database. go to Task Number 8.0.
5.1 PDS Create an operating system user for RIS in the Local Administrator group. This step is required for the RIS software to be able to access the Oracle database.
Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
5.2 PDS Install the Oracle 10gR2 (10.2.0.1 or 10.2.0.2) software on the PDS Server.
the Oracle setup screens.
In order to avoid creating unnecessary tables and data in your database, make sure that you do not
5.3 PDS Select the Advanced Installation and Custom Installation Type options.
select the option for creating a seed or starter database.
On the Available Product Components screen, the following components can be
5.4 PDS omitted: Enterprise Edition Options, Oracle Development Kit, and Oracle 10g Windows
Documentation.

5.5 PDS Select Yes on the Create Database screen.

The Net Configuration Assistant launches automatically when the Oracle software installation is
5.6 PDS In the Net Configuration Assistant, fill the Perform Typical Configuration check box.
complete.

5.7 PDS Specify the Global Database Name/SID. If you are using PDS in an integrated environment with SmartPlant authoring tools, you should
consider using separate database instances for the PDS and SmartPlant databases.

5.8 PDS Select Configure the Database with Enterprise Manager.

5.9 PDS Set the passwords for SYS and SYSTEM. You can either set the same password for all users or set a different password for each user.

5.10 PDS Select File System as the Storage Option.

5.11 PDS Select Custom on the Initialization Parameters screen.


Be sure to match the extension properties for your database to your hardware setup. For example,
make sure that you have enough space on your hard disk drives to accommodate the eventual size
of your database over the course of the project.

5.12 PDS On the Database Storage screen, set the extension properties for each tablespace. Intergraph recommends that you turn off Autoextend for all tablespaces, with the possible exception
of the Users tablespace.

To turn off Autoextend, double-click the tablespace row on the General tab, select the Storage tab,
and clear the Autoextend check box.
Intergraph recommends the following settings:

On the Storage tab:


Managed in the Dictionary
On the Database Storage screen, modify the settings for the System tablespace Initial 100 KB
5.13 PDS
according to your installation needs. Next 100 KB
Minimum Size 0 KB
Increment Size by 1%
Minimum Number 1
Maximum number 121
Intergraph recommends the following settings:

On the General tab:


Change the name to temp_segs
Change the size to 30 MB

On the Database Storage screen, modify the settings for the Temp tablespace On the Storage tab:
5.14 PDS
according to your installation needs. Managed in the Dictionary
Initial 100 KB
Next 100 KB
Minimum Size 0 KB
Increment Size by 1%
Minimum Number 1
Maximum number 121

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Intergraph recommends the following settings:

On the General tab:


Change name to pds
Change the size to 300 MB

On the Database Storage screen, modify the settings for the Users tablespace On the Storage tab:
5.15 PDS
according to your installation needs. Managed in the Dictionary
Initial 50 KB
Next 50 KB
Minimum Size 0 KB
Increment Size by 1%
Minimum Number 1
Maximum number 121
5.16 PDS On the Database Storage screen, delete the Index tablespace if it exists.
Depending on your company and project requirements, create additional tablespaces For example, you may wish to create separate tablespaces for each project, or for each schema
5.17 PDS
as needed. within a project.

5.18 PDS On the Creation Options screen, fill the Create Database checkbox.

You can use the create.sql script delivered in ..\PDSHELL\sql\oracle to create these user names
automatically. If you plan to use this script to generate your user names, you must edit the script to
include your project name instead of the default proj1. You can run this script in the SQL Worksheet
6.0 PDS Create Schema User Names. utility delivered with Oracle.

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task
Number 8.0.

6.1 PDS Log in to SQL Plus as the RIS user created in step 5.1.

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,


RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . There must be one Oracle user for each schema.
6.2 PDS Create Oracle user names for each schema.
The following command will create a user named pd_proj1:
grant connect, resource to pd_proj1 identified by pd_proj1;

Substitute the name of your project for proj1.


The following command will set the appropriate tablespaces for user pd_proj1:
For each user, change the default tablespace to pds and the temporary tablespace to alter user pd_proj1 default tablespace pds temporary tablespace temp_segs;
6.3 PDS
temp_segs.
Substitute the name of your project for proj1.
Change permissions on the Oracle installation folder to allow Read and Execute, List
6.4 PDS Folder, and Read access to the operating system user specified when creating the RIS
schema.
7.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.
This step is only necessary if you are using Oracle database software in a data server configuration. If
7.1 PDS Install RISORADS 06.00.00.01 from the product CD.
you are using Oracle database software in a net server configuration, skip to the next step.

This step is only necessary if you are using Oracle database software in a net server configuration. If
7.2 PDS Install RISORANS 06.00.00.01 from the product CD.
you are using Oracle database software in a data server configuration, perform the step 7.1 instead.

If you are using Oracle 10gR2 as your database software and have completed
8.0 PDS Install MSSQL Server 2005 software on the PDS Server
Task Numbers 5.0 through 7.0, skip this section and go to Task Number 12.0.

Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
8.1 PDS Install MSSQL Server 2005 SP1 on the PDS server.
the SQL Server setup screens.

On the Services Accounts screen, select Use the same account for all services and
8.2 PDS
Use local system account.

8.3 PDS On the Authentication Mode screen, select Mixed Authentication Mode.

8.4 PDS When the installation is complete, reboot the server.

Configure SQL Server Database Software and create database on the


9.0 PDS
PDS Server

9.1 PDS Open SQL Server Database Management Studio. Click Start > Programs > Microsoft SQL Server 2005 > Database Management Studio.

9.2 PDS In the Server Group list, right-click your server and click Properties.

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On the General tab, verify that Autostart SQL Server and Autostart SQL Server Agent
9.3 PDS
are checked.
Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of
9.4 PDS On the Memory tab, specify the memory settings for your server. memory on the server. This setting can be adjusted depending on the actual load placed on the
server.
On the server listing, expand the Databases list, right-click the master database, and click Properties.

Intergraph recommends the following settings:


General Tab
Space Allocation of at least 20 MB.
Automatically grow file setting disabled.
9.5 PDS Update the properties for the master database.
Transaction Log Tab
Data File size of at least 5 MB
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled
On the server listing, expand the Databases list, right-click the model database, and click Properties.

Intergraph recommends the following settings:


General Tab
Automatically grow file setting disabled.
9.6 PDS Update the properties for the model database.
Transaction Log Tab
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled
On the server listing, expand the Databases list, right-click the tempdb database, and click Properties.

Intergraph recommends the following settings:


General Tab
Data file size of at least 10 MB
Automatically grow file setting disabled.
9.7 PDS Update the properties for the tempdb database.
Transaction Log Tab
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled

9.8 PDS Create a new database named pds. Click Actions > New Database.

On the server listing, expand the Databases list, right-click the pds database, and click Properties.

Intergraph recommends the following settings:


General Tab
Initial size of at least 100 MB
Automatically grow file setting disabled.
9.9 PDS Update the properties for the pds database.
Transaction Log Tab
Initial size of at least 20 MB
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled
You can use the create.sql script delivered in ..\PDSHELL\sql\mssql to create these user names
automatically. If you plan to use this script to generate your user names, you must edit the script to
include your project name instead of the default proj1. You can run this script in the Query Analyzer
10.0 PDS Create Schema User Names utility delivered with SQL Server.

If you are using Oracle 10gR2 as your database software and have completed Task Numbers 5.0
through 7.0, skip this section and go to Task Number 11.0.
10.1 PDS Open the Query Analyzer. Click Start > Programs > Microsoft SQL Server 2005 > Query Analyzer.

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PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,
RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . There must be one SQL user for each schema.

For each schema, use the following series of commands in the Query Analyzer, substituting the name
of your project for proj1:
sp_addlogin pd_proj1, pd_ proj1, pds
go
use pds
10.2 PDS Create logins and user names for each schema.
go
sp_adduser pd_ proj1, pd_ proj1
go
grant all to pd_ proj1
go

These commands create a schema login, associate the login with the pds database, create a user
name identical to the login, and grants the user privileges to create and delete objects in the
database
11.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.
11.1 PDS Install RISMSFDS 05.06.00.02 from the product CD.

Configure PDS File Servers


User
Task Number Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Role
\
The file server contains the models, drawings, reports, and other files used in the project.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS File server.
12.0 PDS Prepare the PDS File Server
The PDS File server requires no additional setup, but you should make sure that the File server has
ample disk space for the expected project footprint.

Configure PDS Print/Plotting Servers


User
Task Number Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Role
\
The plot/print server routes printing and plotting jobs to attached printers and plotters.
13.0 PDS Prepare the PDS Print/Plotting Server
Make sure that you have performed tasks 1.0 and 2.0 on the PDS Print/Plotting server.
14.0 PDS Set Up the PDS Print/Plotting Server When installing software for PDS servers, make sure there are no spaces in the path names.
These printers and plotters can be physically connected to the server, or they can be connected to
14.1 PDS Set up shared printers and plotters.
the server over the network.
This product is available from Bentley Systems and delivered separately from PDS.
14.2 PDS Install InterPlot Server 10.02.00.08.
If necessary, specify c:\temp as the location to save files.
This product is available from Bentley Systems and delivered separately from PDS.
14.3 PDS Install InterPlot Client 10.02.00.08.
If necessary, specify c:\temp as the location to save files.

Configure PDS Process/ISOGEN Servers


User
Task Number Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Role
\
The process server performs batch processing and model interactions. The ISOGEN server performs
isometric drawing generation.
15.0 PDS Prepare the PDS Process/ISOGEN Server
Make sure that you have performed tasks 1.0 and 2.0 on the PDS Process/ISOGEN server.

16.0 PDS Set Up the PDS Process/ISOGEN Server When installing software for PDS servers, make sure there are no spaces in the path names.

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You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have
the same permissions as a user account used by a project manager.
16.1 PDS Create a new operating system user for Batch Services.
If site security policies allow it, you may want to set the password for this user never to expire. An
expired password on the user account specified in this step could prevent batch jobs from running.
Log in as the user created in the previous step, and set the Temp and Tmp user and
16.2 PDS See step 2.5.
system environment variables for this user to point to c:\Temp.
To set the AT Service Account, open the Scheduled Tasks folder in the Control Panel, and then click
16.3 PDS Map the AT Service Account to the user created in step 16.1.
Advanced > AT Service Account in the Scheduled Tasks window.
This product is available from Bentley Systems and delivered separately from PDS.
16.4 PDS Install MicroStation J 07.01.05.03.
PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup
Type instead.
The details for this procedure step depend on your specific site configuration:

If you are using the same computer as the PDS server and the licensing server, you must install
For more details, refer to the
SmartPlant License Manager Server on that computer.
SmartPlant License Manager
16.5 PDS Install SmartPlant License Manager 09.00.03.00 from the product CD. Installation Checklist and the
If you are using the PDS server purely as a database server, SmartPlant License Manager is not
SmartPlant License Manager User's
required on the server.
Guide.
If you are using the PDS server for processing, and you are using a different computer as the
licensing server, you must install SmartPlant License Manager Client on the PDS server.

16.6 PDS Install Batch Services 05.00.00.29 from the product CD.

16.7 PDS When prompted, enter your PDS serial number.

16.8 PDS Change the installation path to C:\WIN32APP\INGR\NTBATCH.

16.9 PDS When prompted, click Yes to allow batch jobs to have access to the desktop.

16.10 PDS When prompted, specify the Windows user account that will be used to run batch jobs. Use the user name created in step 16.1
This step is only necessary if you intend to use ISOGEN to generate isometric drawings

16.11 PDS Install ISOGEN server from the product CD. Depending on your setup and processing volume, you may want to set up a separate server for
isometric drawing generation. In this case, perform steps through on the main process server, and
then perform steps through on the ISOGEN server.

Set Up PDS Workstations


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

17.0 PDS Install Prerequisite Software on the PDS Workstation You must install the prerequisite software in the order in which it is listed.
This product is available from Bentley Systems and delivered separately from PDS.
17.1 PDS Install MicroStation J 07.01.05.03.
PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup
Type instead.

17.2 PDS Install RIS Client 05.07.00.07 from the product CD.

17.3 PDS Install Adobe Reader 7.0 from the product CD. This software is required to view the Software License Agreement.

17.4 PDS Install Batch Services 05.00.00.29 from the product CD.

This product is available from Bentley Systems and delivered separately from PDS.
17.5 PDS Install InterPlot Client 08.05.01.21.
This step is only necessary if print/plotting jobs will be sent from this workstation
18.0 PDS Prepare the PDS Workstation These steps are required for all PDS workstations.

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Add to the registry a new string value named
18.1 PDS HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of This registry entry is required for proper operation of the RIS Client.
c:\win32app\ingr\share.
This registry entry is required in order to avoid problems when more than 10 users attempt to access
Add to the registry a new DWORD value named
a shared folder.
18.2 PDS HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command
Processor\DisableUNCCheck, with a value of 1.
This key is case sensitive.
This modification is required in order for PDS to be able to resolve node names and paths into UNC
paths for non-administrator users. For more information, please refer to the PDS Project Setup
Technical Reference.

Modify the There are three recommended methods for modifying this key. You can the shares on the server to
18.3 PDS HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI the allowed paths in the WINREG key, grant access permissions to certain users or user groups from
NREG registry entry. within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method,
adding allowed paths to the WINREG key.

To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the


value for the AllowedPaths key in the WINREG entry.
Make sure that the Temp and Tmp environment variables for users and system point to To modify environment variables, open System in the Windows Control Panel, select the Advanced
18.4 PDS
c:\temp. tab, and then click Environment Variables.
Create the c:\temp folder, share the folder as temp, and change permissions on the
18.5 PDS
folder to allow everyone full control.

Install and Configure SmartPlant License Manager on the PDS


19.0 PDS
Workstation
Refer to the SmartPlant License
Install SmartPlant License Manager Client 09.00.03.00 from the SmartPlant License Manager Installation Checklist and the
19.1 PDS
Manager CD. SmartPlant License Manager User's
Guide.
Run the following statement from the command line to synchronize the workstation clock:
19.2 PDS Synchronize the workstation system clock with the server system clock.
net time /set \\server_name
To specify a license server, open SmartPlant License Manager, double-click Configure and Test >
19.3 PDS Specify a SmartPlant License Manager server. Select License Server for Client, and then either type the license server name or browse to a license
server.

20.0 PDS Install and Configure PDS 8.0 SE Software on the PDS Workstation
In most cases, you should select Local mode for all PDS modules. Refer to the Project Setup
Technical Reference for details on installing software in Client or Server mode.

Any system from which projects will be created must have all required products installed locally on the
same drive as the project file. See Task 21.0 below.
20.1 PDS For each PDS module, specify the installation type and installation location.
Make sure that the installation path does not contain any spaces. Intergraph recommends that you
install PDS in c:\win32app\ingr.

PD_Shell is required on all PDS workstations. Other PDS modules may be installed based on the
function of the workstation. For example, if a workstation is to be used for 3D piping, installing the
Drawing Manager software may not be necessary.
To specify a control file, click Start > All Programs > PD_Shell > PDS Configure.
20.2 PDS Specify the PDS 3D Control File.
You can also create a pds.cmd file in a central location, and then point each workstation to that file
using the PDS 3D Control File dialog box.

To specify a schema file, click Start > All Programs > RIS version number > RIS Schema Manager.

20.3 PDS Specify the location of the schema file. You can also create a parms file in a central location, and then copy the file to each workstation. In
this case, you should create a RIS_Parameters path in the user environment variables on the
workstation, and make sure that the parms file resides in the location specified by the variable.
Click Start > Programs > PD_Shell > PDS Queue to create batch queues. Select Enable all for
configuration and select the queues you want to create.
20.4 PDS Create PDS batch queues.
If you have not done so, the system will prompt you to create batch queues the first time you start
PDS.

Create a PDS Project

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While this procedure uses the PDS Express Project Creation utility, PDS projects can also be created
manually. In such cases, you must also create the project folder structure and the database schemas For more details on using Express
manually. For more information on manual project creation, refer to the PDS Project Setup Technical Project Creation, refer to the PDS
21.0 PDS Create a PDS Project Express Project Creation Quick Start
Reference.
Guide.
This procedure creates a default training project, which is not a production-ready project.
21.1 PDS Create and share a folder for the project file. The project file specifies the locations of PDS projects on the server.
21.2 PDS On the drive containing the project file, share the drive using its drive letter. For example, if the project file is located in E:\projfile, share the E: drive, and name the share E.
Click Start > All Programs > PD_Shell > PDS Configure. In the PROJ_FILE field, enter the folder
21.3 PDS Specify the location of the project file.
created in the previous step. In the PROJ_ADDR field, enter the name of the file server.
21.4 PDS Open Express Project Creation. To open Express Project Creation, click Start > All Programs > PD_Shell > Express Project Creation.

You can create projects in New User mode or in Advanced User mode. New User mode installs the
project files, libraries, and other data in their default locations. Advanced User mode allows you to
specify the location and file structure for the project.
21.5 PDS Select New User Mode.
This document assumes use of the New User mode. The procedure for using Advanced User mode
is largely similar, with the addition of the screens for location and file structure specification.
21.6 PDS Specify the details for the new project.
Select Create New Schema for the Piping Approved RDB Schema and the Piping
21.7 PDS
Unapproved RDB Schema.
21.8 PDS Specify the units of measure for the project and for nominal piping diameters (NPD).
Click Get Client Address to supply the IP address for the server.

Click Display Databases to select the database name and populate the Database fields.

For the Database Username and Password, enter the appropriate database user name created in
21.9 PDS Specify details for the Project Control schema.
Task 6.0 (for Oracle databases) or Task 10.0 (for MSSQL databases).

For the OS Username and Password, enter the operating system user name that should be used
when accessing the database. This user name was created in step 6.1 (for Oracle databases) or step
10.1 (for SQL databases).

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,


RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . Express Project Creation creates each of these schemas in turn, except for the
21.10 PDS Repeat the previous step for each additional schema.
MTO_projectname schema, which is created the first time you run Material Data Publisher.

Each schema must use the same OS Username and Password as specified in the previous step.

Specify the server name and drive letter for the project and for the
21.11 PDS This step is only necessary if you intend to use SmartPlant Review.
DesignReview/SmartPlant Review workstation.
21.12 PDS If necessary, specify details for any FrameWorks sub-projects. This step is only necessary if you intend to use FrameWorks Plus for structural design in the project.

Create an HVAC Project


22.0 PDS Create an HVAC Project
22.1 PDS Make sure that PARNU and PE-HVAC are installed on the workstation.
22.2 Create the prj_project and hrf_project schema users in your database. For Oracle databases, see Task 5.0. For MSSQL databases, see Task 8.0.
If you are creating the project from a computer other than the file server itself, you will need to map a
22.3 PDS Create an HVAC project folder on the file server.
drive to the appropriate drive letter on the file server.
Right-click the PARNU.exe file in the ..\parnu\bin folder, click Properties, and modify the path in the
22.4 PDS Change the working folder for PARNU to match the HVAC project folder.
Start in field.
Open PARNU, and in the Project Environment dialog box, click Create. Specify the details for your
22.5 PDS In PARNU, create an HVAC project in the HVAC project folder.
project in the Create Project dialog box.
22.6 PDS Copy the envar.txt file from the pehvac\support folder into the PDS project folder.
Modify the envar.txt file in the project folder to point to the correct reference data for
22.7 PDS
your project.
In the Project Environment dialog box, click Database > Create > Create Schema. Replace project
22.8 PDS In PARNU, create the prj_project schema.
with your project name. See step 21.9 for details on using the Create Schema form.
Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the HVAC_PROJ_PATH field,
22.9 PDS Specify the location of the HVAC project file. enter the folder containing the HVAC project file, as defined in step. In the HVAC_PROJ_NODE field,
enter the name of the file server.
Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the PEHVAC Control File field,
22.10 PDS Specify the location of the HVAC control file.
specify the location of the peh.cmd file.
In the Project Environment dialog box, click Database > Create > Create Schema. Replace project
22.11 PDS Create the hrf_project schema.
with your project name. See step 21.9 for details on using the Create Schema form.
In the Project Environment dialog box, click Applications > PE_HVAC and select your project. On the
22.12 PDS Load the PE-HVAC tables to the database.
Reference Databases form, select Load, and enter envar.txt in the Filename field.

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In the Project Environment dialog box, select PE-HVAC. In the Create Design File dialog box, specify
22.13 PDS Create a PE-HVAC design file.
the settings for your design file.
In the Project Environment dialog box, select PE-HVAC > Enter Design File. Select a design file and
click OK. In the graphical environment, click Settings > Design File. Change the MU:SU:PU settings to
22.14 PDS Set the units for the design file.
match the settings of the PDS project (1:12:2032 for English projects or 1:1000:80 for metric
projects).

Working in an Integrated Environment


Task
User Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Number
PDS Loader User's Guide,
These steps are only necessary if you plan to use PDS in an integrated SmartPlant
23.0 PDS Configure PDS for an Integrated Environment. SmartPlant Enterprise Installation
Enterprise environment.
and Configuration Guide
PDS Loader User's Guide, SmartPlant
23.1 SPF Enterprise Installation and
Install the PDS Loader software on the SmartPlant Foundation server. Configuration Guide
In PDS Loader, set up a database connection that points to a specific folder where
23.2 SPF PDS Loader User's Guide
PDS data will be exported.
Use the Export to PDME command in the Project Administrator (PD_Project) module Project Administrator (PD_Project)
23.3 PDS
of PDS to export PDS data to the folder you specified in PDS Loader. Reference Guide

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