Beruflich Dokumente
Kultur Dokumente
January 2009
DPID2-PE-200014O
Copyright
Copyright 1999-2009 Intergraph Corporation. All Rights Reserved.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains
confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and
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Terms of Use
Use of this software product is subject to the End User License Agreement and Limited Product Warranty ("EULA") delivered with this
software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a
valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of
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permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the
software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.
Trademarks
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MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph
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Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their
respective owners.
Contents
Welcome to SmartPlant ............................................................................................................................. 1
Installation Checklist.............................................................................................................................. 1
Introducing SmartPlant P&ID................................................................................................................ 1
SmartPlant P&ID Program Group ................................................................................................... 2
SmartPlant Engineering Manager .......................................................................................................... 3
SmartPlant Engineering Manager Program Group.......................................................................... 3
Internationalization .................................................................................................................................... 5
Hardware and Software Recommendations............................................................................................. 7
SmartPlant P&ID Database Server ........................................................................................................ 7
SmartPlant P&ID Workstation............................................................................................................... 8
Installing the Software ............................................................................................................................. 11
Setting up the Database............................................................................................................................ 11
Oracle Installation and Configuration.................................................................................................... 12
Configure Oracle Networking Components......................................................................................... 12
Oracle Installation Workflow............................................................................................................... 13
Installing Oracle Database Server ........................................................................................................ 13
Install Oracle 10.2.0.4 Database Server......................................................................................... 13
Create an Oracle Listener..................................................................................................................... 14
Creating an Oracle Instance ................................................................................................................. 14
Requirements for Oracle Instance Creation................................................................................... 15
Create a New Oracle 10.2.0.4 Instance.......................................................................................... 15
Installing Oracle Client ........................................................................................................................ 18
Installing Oracle 10.2.0.4 Client Prerequisites .............................................................................. 19
Install Oracle 10.2.0.4 Client......................................................................................................... 19
Register DLLs with RegSrv32 ............................................................................................................. 19
Oracle Tuning Recommendations........................................................................................................ 20
Microsoft SQL Server Installation and Configuration ......................................................................... 21
Modify Logon Information for SQL Server Services .......................................................................... 22
SQL Server 2005 Database Server Installation.................................................................................... 23
Configure SQL Server 2005 Database Server ............................................................................... 24
Set Database Maintenance Options for SQL Server 2005............................................................. 25
Run DBCC Utility Options for SQL Server 2005 ......................................................................... 26
Update Statistics for SQL Server 2005.......................................................................................... 26
Contents
Installing SQL Server Client................................................................................................................ 26
Install SQL Server 2005 Client...................................................................................................... 27
Loading SmartPlant P&ID Prerequisite Software ................................................................................ 31
Install SmartPlant 3D Piping Specification Remote Access Client ..................................................... 31
Installing the SmartPlant P&ID Software.............................................................................................. 31
Grant Permissions to Write to a Registry Key ..................................................................................... 31
Install SmartPlant Engineering Manager ............................................................................................. 32
Install SmartPlant P&ID ...................................................................................................................... 33
Uninstall a Previous Version of SmartPlant Engineering Manager ..................................................... 34
Uninstall a Previous Version of SmartPlant P&ID .............................................................................. 35
Install SmartPlant Reference Data ....................................................................................................... 35
Configuring Reference Data for SmartPlant P&ID.............................................................................. 36
Installing SmartPlant P&ID in Silent Mode......................................................................................... 36
Install SmartPlant P&ID in Silent Mode.............................................................................................. 37
Working in Thin Client Mode ................................................................................................................. 41
Overview .............................................................................................................................................. 41
Comparison of Thin Client Mode and SmartPlant P&ID Workshare.................................................. 41
Tuning the Software for Use in Thin Client Mode .............................................................................. 42
Publish the SmartPlant Application ..................................................................................................... 42
Configure Citrix Presentation Server 4.5 ............................................................................................. 43
Terminal Server Logon Sequence ........................................................................................................ 43
Upgrading to SmartPlant P&ID 2009..................................................................................................... 45
Correcting Database Constraint Violations.......................................................................................... 45
Generate a Database Constraint Exceptions Report ...................................................................... 46
Using Constraint Utilities .............................................................................................................. 47
Before Running the Upgrade Utility .................................................................................................... 50
Back Up Your Data ....................................................................................................................... 50
Share Paths to Site .INI Files......................................................................................................... 50
Set Oracle Parameters.................................................................................................................... 50
Memory Management Considerations........................................................................................... 51
Using the SmartPlant Engineering Manager Upgrade Utility.............................................................. 53
Upgrading a Site ............................................................................................................................ 54
Upgrade a Plant ............................................................................................................................. 54
Upgrade SmartPlant P&ID ............................................................................................................ 56
Upgrade Utility Commands........................................................................................................... 59
After Running the Upgrade Utility....................................................................................................... 61
Backup Each Upgraded Plant ........................................................................................................ 61
Use Oracle Analyzer Scripts.......................................................................................................... 61
Preserve Software Customizations ................................................................................................ 61
Making Manual Changes............................................................................................................... 62
Upgrading Reference Data ................................................................................................................... 62
Upgrade Reference Data................................................................................................................ 63
ii
Contents
Updating Drawings .............................................................................................................................. 64
Update Command (File > Out-of-Date Drawings Menu).............................................................. 64
Resolve Command (File > Out-of-Date Drawings > Update Drawings Menu) ............................ 66
Out-of-Date Drawing Criteria Command (Tools Menu)............................................................... 67
Configuring SmartPlant Engineering Manager .................................................................................... 69
Working with Database Schemas......................................................................................................... 69
Understanding Default Database User Names .............................................................................. 70
Working with Data Dictionaries.................................................................................................... 72
Using Default Settings................................................................................................................... 75
Creating Network Shares ..................................................................................................................... 81
Site Administrator User Group ............................................................................................................ 82
Create a User Group ...................................................................................................................... 82
Add Users to the Administrators Group ........................................................................................ 84
Grant Network Access Privileges.................................................................................................. 84
Novell Networking and User Groups ............................................................................................ 85
Change the Site Administrator User Group................................................................................... 86
New Site Administrator Group Dialog Box .................................................................................. 87
New Site Server Wizard....................................................................................................................... 88
New Plant Structure Wizard................................................................................................................. 89
Associate Applications Wizard ............................................................................................................ 89
Create a New Role ............................................................................................................................... 90
User Access ................................................................................................................................................ 91
Overview .............................................................................................................................................. 91
SmartPlant Engineering Manager Rights............................................................................................. 92
SmartPlant P&ID Access Rights.......................................................................................................... 94
SmartPlant P&ID Access Rights Examples .................................................................................. 98
Customizing Your Reference Data........................................................................................................ 103
Customizing Reference Data Options ................................................................................................ 103
Working with Filters .......................................................................................................................... 103
Working with Formats ....................................................................................................................... 103
Working with Symbols and Labels .................................................................................................... 104
Modifying Data Model Properties...................................................................................................... 104
Synchronizing Reference Data........................................................................................................... 104
Establishing Design Rules.................................................................................................................. 105
Configuring Border Templates .......................................................................................................... 105
SmartPlant P&ID Delivered Templates....................................................................................... 106
Edit Delivered Templates ............................................................................................................ 107
Create a Border Template............................................................................................................ 108
Using SmartPlant P&ID in Production ................................................................................................ 109
Start SmartPlant P&ID....................................................................................................................... 109
Tips for Creating a P&ID Drawing .................................................................................................... 109
Recreating Drawings.......................................................................................................................... 110
Filtered Printing ................................................................................................................................. 111
SmartPlant P&ID Installation and Upgrade Guide
iii
Contents
Working with SmartPlant Integration ................................................................................................. 113
Overview ............................................................................................................................................ 113
Registering Tools ............................................................................................................................... 114
Preparing the Integrated Environment ............................................................................................... 114
Tool Requirements for Integrating SmartPlant P&ID........................................................................ 115
General Integration Requirements............................................................................................... 115
Working with SmartPlant Instrumentation .................................................................................. 116
Working with SmartPlant 3D ...................................................................................................... 117
Working with Zyqad.................................................................................................................... 117
Using Workshare in an Integrated Environment ......................................................................... 117
Using the Catalog Index in SmartPlant P&ID and SmartPlant Integration ................................. 118
Mapping for SmartPlant Integration .................................................................................................. 119
Using Custom Hierarchies ................................................................................................................. 119
Register Command (SmartPlant Menu) ............................................................................................. 120
Index ........................................................................................................................................................ 121
iv
SECTION 1
Welcome to SmartPlant
The Intergraph SmartPlant family of process industry solutions is an open line of
discipline-specific software tools that provide an integrated solution for the entire plant life
cycle. Knowledge-based, intuitive, easy-to-use, accessible, flexible, and data-driven, SmartPlant
supports global workflows. The software enables users to create logical and physical definitions
of the plant model and enables access to plant data from conceptual design to decommissioning.
SmartPlant is the fulfillment of the Intergraph vision to speed and improve the creation of
information and to provide this data to multiple users at any moment in the appropriate form.
Workflows are compressed, reducing production time, lowering costs, enhancing global
execution, and extending the life and usability of plant information.
The successor to the Intergraph Plant Design System (PDS), SmartPlant includes expanded
functionality for front-end engineering and design (FEED), construction, operation, and
maintenance phases.
Installation Checklist
For the recommended installation workflow, see the SmartPlant P&ID Installation Checklist:
(SPPIDInstall_Checklist.xls), delivered during product setup to the \Program
Files\SmartPlant\P&ID Workstation\Program\resdlls\0009\ folder.
Welcome to SmartPlant
The rule-based and automation capabilities of SmartPlant P&ID also differentiate it from other
P&ID systems. SmartPlant P&ID features a comprehensive, user-definable rule-based system
that assists the engineer during the design phase of the plant and subsequent life cycle phases.
Data is entered directly into the database; rules are executed; and feedback is immediate. The
design rule-base confirms data consistency and compliance with plant and engineering
standards, allowing faster, more efficient design with less iteration.
SmartPlant P&ID incorporates the latest Microsoft technologies, such as OLE automation, to
provide integration with existing data and other systems. Running on various Microsoft
Windows operating system platforms, SmartPlant P&ID does not require a traditional, expensive
CAD engine for P&ID creation. The open architecture of SmartPlant P&ID permits integration
with other systems, such as Intergraph PDS, SmartPlant Instrumentation, and Aspen Zyqad, all
of which allow users to share data with third-party software.
SECTION 2
Welcome to SmartPlant
Reference Data Synchronization Manager provides tools for
comparing, synchronizing, and managing reference data across
multiple plants. Used in conjunction with the Update Drawings
functionality in Drawing Manager, this application is especially
useful when you need to maintain a central set of reference data for
all plants across a site without having a network or database
connection between plants.
Upgrade Utility guides you through upgrading your SmartPlant
Engineering data.
SECTION 3
Internationalization
Supporting internationalization in a homogeneous environment is one of the enhancements
available in SmartPlant Enterprise. A homogeneous environment uses elements from only a
single locale. For example, a German customer running on a German operating system using
only German characters and German cultural conventions is a fully supported homogeneous
environment configuration.
Homogeneous Environments
When starting a new project, use extra care during installation and configuration to ensure the
proper creation and maintenance of homogeneous environments:
All the computers (servers and clients) within an integrated SmartPlant Enterprise
implementation must have the same regional settings, and no one should change the regional
settings after the project has started.
Do not cross the decimal locale boundary. This is the most common cause of numeric data
corruption and calculation errors. Having users with different regional settings (like with a
period versus a comma for the decimal point) causes the software to interpret values
unpredictably. For example, a pipe run with a pressure of 35.3 psi can be read by the
software as 353 psi to the user with different regional settings. A cable length defined as 39
ft 11,21 inches has been interpreted as 121718910971323 meters when published to an XML
file. These incorrect interpretations may be used in internal software calculations and can be
impossible to backtrack or correct. Do not change the decimal point character to try to solve
an issue. Doing so will only corrupt values in the database or in text files.
Do not cross the character-set locale boundary. For example, the character set boundary
between Western (Latin-based) and Eastern Europe (Cyrillic-based), or between Eastern
Europe and Japan.
Create Oracle databases using AL32UTF8 for the database character set and AL16UTF16
for the NLS character set.
Never modify the NLS_LANG registry entry on an Oracle client. Doing so causes the
character data not to convert to Unicode.
Create Microsoft SQL Server databases with locale-specific collation settings and ensure
that all databases have the same setting.
Heterogeneous Environments
In contrast, a heterogeneous environment using elements from different, or even multiple
locales, is not supported. Many customers are currently operating in unsupported
heterogeneous environments and are often not aware of that fact. Examples of heterogeneous
environments:
Entering or viewing Japanese data on an US/English operating system
Using German Regional Settings (where the decimal point is a comma) on a US/English
operating system
SmartPlant P&ID Installation and Upgrade Guide
Internationalization
Using databases with different character encodings such as CL8MSWIN1251 or JA16SJIS
Using multiple languages in a project, especially when crossing language-group boundaries
Using an English server with different local language clients
SECTION 4
The SmartPlant database management server installation was certified on 64-bit hardware
with a 64-bit operating system (Windows Server 2003) and 64-bit database software. The client
machine installation was certified on 64-bit hardware with a 64-bit operating system and 32-bit
database software.
Oracle
Server
installation
2 GB
SQL Server
2005
installation
1 GB
Initial SmartPlant
Engineering Manager
database
250 MB
Initial Oracle
instance
500 MB
SQL Server
Temporary
database
100 MB
Total:
2.5 GB
Total:
1.1 GB
Total:
0.25 GB
Software Prerequisites
Adobe Reader 8.0 (required to view the Software License Agreement and Printable
Guides).
Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 (MDAC 2.8 is delivered as
part of Microsoft Windows XP Service Pack 3).
Microsoft .NET Framework 2.0
SmartPlant Software
Oracle Client
installation
SQL Server
2005 Client
installation
SmartPlant Engineering
Manager 2009 (full
installation)
250 MB
250 MB
SmartPlant Schema
Component
25 MB
SmartPlant Client
30 MB
Total:
0.55 GB
Total:
1 GB
1 GB
Total:
100 MB
0.1 GB
Software Prerequisites
Adobe Reader 8.0 (required to view the Software License Agreement and Printable
Guides).
SmartPlant License Manager 2009 (10.00.05.00). The licensing is delivered on its own CD
that comes with your SmartPlant P&ID product CD.
Microsoft Internet Explorer 7.0 (required for viewing the online documentation delivered
with the software)
Microsoft XML Core Services (MSXML) 6.0 Service Pack 1
Microsoft .NET Framework 2.0
Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 (MDAC 2.8 is delivered as
part of Microsoft Windows XP Service Pack 3).
Microsoft Office 2003 or 2007 (Microsoft Excel is required for working with report
templates and for viewing the Installation Checklist and various other files).
SmartPlant 3D Piping Specification Remote Access Client, Version 01.00. The Piping
Specification Client software is required for using SmartPlant 3D specifications in the
SmartPlant P&ID Piping Specification Utility and is available on the SmartPlant P&ID
product CD.
Optional Software
Apart from SmartSketch, the following software programs are not Intergraph
corporation software and are owned by third parties. It is the responsibility of the customer to
select in its sole discretion the applicable third party software customer desires to use to generate
reports and Intergraph makes no recommendation as to the choice of said third party software.
Customer is responsible for obtaining a valid license to use said third party software from the
owner of said third party software and to pay any license fees to the owner of said third party
software for the use of said third party software. INTERGRAPH DISCLAIMS AND MAKES
NO WARRANTY EITHER EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES OF
MERCHANTABILITY OR THE WARRANTIES OF FITNESS FOR A PARTICULAR
PURPOSE IN REGARDS TO SAID THIRD PARTY SOFTWARE.
For working in a Citrix environment, Citrix Presentation Server 4.5
SmartSketch 2007 (5.0) or similar graphical editor (used for editing border template files)
SmartSketch 2009 is not compatible with SmartPlant P&ID 2009. If you have
installed SmartSketch 2009 on the same machine as the SmartPlant P&ID 2009 installation and
you open a SmartPlant P&ID 2009 drawing file using SmartSketch 2009 (note that this is not a
recommended workflow, as you should open the file using SmartPlant P&ID instead), you must
save the file as an earlier version of SmartSketch to be able to work with the file in SmartPlant
P&ID.
In addition, if you create a symbol using SmartSketch 2009 (instead of Catalog Manager 2009),
you must save the file as an earlier version of SmartSketch before importing the symbol file into
Catalog Manager.
10
SECTION 5
11
Oracle Instances
If one server hosts the databases of several products, Intergraph recommends that each product's
database be a separate instance, each of which can host multiple plants.
The advantage of placing each product's database its own instance is that only the affected
application will be off-line during backup, performance tuning, and other database maintenance
activities. Additionally, global tuning parameters that apply to one instance can be tailored to the
specific product requirements.
According to Oracle documentation, the only limit to the number of instances you can have on
any machine is the availability of resources. However, the number of instances on one database
server should be minimized, because each additional instance puts additional load on the server.
Each instance adds redundant tablespaces, rollback segments, background processes, and
memory requirements for each SGA (System Global Area). For this reason, you should start by
putting the database of one product for several plants into a single instance. Then, when the
number of plants increases, or a plant becomes very large, consider separating the database into
new instances, adding server memory, or even adding database servers.
We recommend installing and configuring Oracle locally, not by remote desktop connection.
Oracle recommends that database activity on the database server consume no more than 50
percent of the available memory.
12
For SmartPlant P&ID to access the database, you must load and configure Oracle Net
Services on the database server and on each end-user SmartPlant workstation. If SmartPlant
Engineering Manager is installed on the database server, you must load and configure
Oracle Net Services on that server, in addition to the Oracle TCP/IP Protocol Adapter.
If SmartPlant Engineering Manager is installed on a workstation other than the database
server, you must load the Net Services and the Oracle TCP/IP Protocol Adapter on the
SmartPlant Engineering Manager computer. You must also load the Net Services and the
Oracle TCP/IP Protocol Adapter on the Oracle database server.
Net Manager is installed with the Net Services software and allows you to create a database
Net Service Name, which SmartPlant uses to communicate with the database.
The version of Net Services must be the same on all computers.
13
14
15
16
17
11. On the page Step 11 of 12: Database Storage, if you intend to create a SmartPlant
Electrical or SmartPlant P&ID database in the current Oracle database, change the data file
size of the TEMP and USERS tablespaces to 100 MB.
To change the size, double-click the field under Size.
12.
13.
14.
15.
Click Next.
On the page Step 12 of 12: Creation Options, click Finish.
On the Confirmation dialog box, click OK.
Restart the server machine.
18
Clear the Create Starter Database check box and then click Next.
On the Product-Specific Prerequisite Checks page, click Next.
On the Summary page, click Install.
On completion of the installation, when the Oracle Net Configuration Assistant opens, select
the Perform typical configuration check box.
On the Welcome page, click Next.
On the Oracle Net Configuration Assistant: Done page, click Finish.
Complete the installation and then click Exit.
Restart the client machine.
Create an alias to the Oracle database on the client machine using Oracle Net Manager.
The alias name can contain any alphanumeric characters without spaces.
19
20
ARCHIVELOG Mode
We also recommend running Oracle in ARCHIVELOG mode, which copies filled online redo
logs to disk. You must specify the mode at database creation or by using the ALTER
DATABASE statement. You can enable automatic archiving either dynamically using the
ALTER SYSTEM statement or by setting the initialization parameter LOG_ARCHIVE_START
to TRUE.
Running the database in ARCHIVELOG mode has several advantages over NOARCHIVELOG
mode. You can:
Back up the database while it is open and being accessed by users.
Recover the database to any desired point in time.
To protect the ARCHIVELOG mode database in case of failure, back up the archived logs.
For more information, please see the SQL*Plus Backup and Recovery Concepts document in
your Oracle documentation.
Other Recommendations
Some users have found using the following settings beneficial.
System Tablespace Max_Extents = UNLIMITED (If you choose to set this parameter to
505, the database monitoring system will warn you if the system tablespace is growing
heavily. This setting has no impact on performance.)
Tablespace System / initial und next set to 64KB (Setting the pctincrease parameter to 50
allows you to take advantage of the dynamic growth provided by Oracle, leading to larger
extents in a large database.)
RollBackSegment und Temp-Tablespace create rollback segment <name> tablespace
rbs storage (optimal 10MB)
begin dbms_stats.gather_database_stats (cascate => TRUE); end;/ (Gathers statistics on
the schemas. Use with the OPTIMIZER_MODE variable set to ALL_ROWS.)
21
22
23
3.
4.
5.
6.
7.
24
25
26
27
28
29
30
SECTION 6
31
32
33
If Oracle software is not detected on the computer during the installation of SmartPlant
P&ID, the following warning message appears:
If you plan to use Oracle, click No to stop the installation process and install the Oracle
software before you proceed further. If you are planning to use Microsoft SQL Server
software, click Yes to continue with the installation process.
34
35
36
37
38
-1
General error
-2
Invalid mode
-3
-4
-5
-6
-7
-9
-10
-11
-12
-51
-52
-53
This procedure also applies to the uninstall operation. The uninstall procedure should use
the same command and procedures as for the installation, both for the record mode and for each
workstation mode; however, you should specify a different name for the .iss file so as not to
overwrite the file used for the installation.
39
40
SECTION 7
41
42
43
44
SECTION 8
45
46
Constraint Utilities
Delivered with SmartPlant P&ID, the following constraint utilities help you correct any database
constraint exceptions reported in the database constraint exception report.
47
48
Constraint Utility
Log File
cmdnotconnectedcomps.dll
RepairNotConnectedComps.log
cmdLPCheck.dll
RepairBadEmbLabelCmd.log
cmdRepOIDCheck.dll
RepresentationOIDChecks.log
ConnectorItem12.dll
ConnectorItem12_Check.log
DelOrpModItems.dll (CleanDB)
SPDelOrpModItems.log
DBCleanup.txt
OPCFK.dll
OPC_OPC_FK.log
PointIndexCheck.dll
PointIndexConstraint_check.log
RelationshipOIDMacro.dll
RelationshipOID_Checks.log
RepairBadConnector.dll
RepairBadConnector.log
49
Constraint Utility
Log File
RepairOrphanedNozzleCmd.dll
RepairOrphanedNozzles_.pid.log
RepairNullFileNameCmd.dll
RepairNullFileNameCmd.log
50
51
52
SECTION 9
SmartPlant Engineering
Manager
SmartPlant P&ID
SmartPlant
Electrical
Version 4.4
Version 4.3
Version 3.5
Version 2007
Version 2007
Version 2007
Version 2007.x
Version 2007.x
Version 2007.7
For SmartPlant Electrical, the software cannot perform an upgrade of an archive. However,
you can create an archive of an upgraded plant as soon as you complete the upgrade.
You are not required to upgrade all plants in a particular site at the same time. However,
plants that share reference data, such as styles, templates, and symbols, should be upgraded
at the same time.
Upgrading Plants Created with SmartPlant Engineering Manager Prior to Version 4.4
Plants created prior to version 4.4 must first be upgraded to version 4.4 or 2007 before they can
be upgraded to version 2009.
Version 4.1 must be first upgraded to version 4.4 using the Upgrade Utility version 4.4.
Versions 4.2 and 4.3 can be upgraded using any of the following versions of the Upgrade Utility:
4.4
2007
2007.x
After upgrading plants to version 4.4 or higher use version 2009 of the Upgrade Utility to
upgrade your plants to Version 2009.
53
Upgrading a Site
When you open a site created in Version 4.4, 2007, or 2007.x using SmartPlant Engineering
Manager 2009, you are prompted to upgrade that site to Version 2009.
Use the Upgrade Site command to perform the upgrade. This command removes the restriction
in which projects with the same name cannot reside in the same plant and then updates the site
data dictionary version number to 2009.
Upgrading a P&ID site is only possible when the source and target have the same
character set.
Upgrade a Plant
After you select the site containing the plants you want to upgrade, the SmartPlant Engineering
Upgrade Utility displays a list of active plants that are available for upgrade.
1. Select the plant in the Tree view to see the available applications that can be upgraded for
that plant.
54
3. Right-click in either view and select Finish Next Task to start the first upgrade task.
4. If there is more than one task in the Upgrade Tasks view, click Finish All Tasks to
complete the plant upgrade. After the plant is upgraded, the utility moves it back under the
Active plants node and updates the plant status in the Upgrade Tasks view to Up-to-date.
Oracle users, for the upgrade process to finish correctly after upgrading your plants and
associated applications, the Convert Oracle Data Type process must be carried out. Unless
you do so, you will not be able to work with a plant in SmartPlant Engineering Manager,
SmartPlant Electrical, or SmartPlant P&ID.
You must complete all upgrade tasks for a plant before you upgrade the reference data or
drawings in the plant.
The rules file for the upgraded plant are marked as out-of-date for the Update Drawings
commands in Drawing Manager. The formats and select lists will also be marked as out-ofdate.
55
2. The utility moves the plant from the Active Plants node to the Upgrades in progress node
and displays the list of upgrade tasks required to upgrade the P&ID application.
3. Right-click in either view and select Finish Next Task to start the first upgrade task.
56
5. After the application is upgraded, the utility moves the plant back under the Active plants
node and updates the application status in the Upgrade Tasks view to Up-to-date.
Oracle users, for the upgrade process to finish correctly after upgrading your plants
and associated applications, the Convert Oracle Data Type process must be carried out. Unless
you do so, you will not be able to work with a plant in SmartPlant Engineering Manager,
SmartPlant Electrical, or SmartPlant P&ID.
See Also
Finish Next Task Command (see "Finish Next Task Command (File Menu)" on page 59)
Run to Selected Task Command (see "Run to Selected Task Command (File Menu)" on page 59)
Upgrade P&ID Command (see "Upgrade P&ID Command (Upgrade Menu)" on page 61)
57
SECTION 10
In This Section
Open Site Command (File Menu).................................................. 59
Finish Next Task Command (File Menu) ...................................... 59
Finish All Tasks Command (File Menu) ....................................... 59
Run to Selected Task Command (File Menu)................................ 59
Show Log Command (File Menu) ................................................. 60
Upgrade Site Command (Tools Menu).......................................... 60
Upgrade Plant Command (Upgrade Menu) ................................... 60
Upgrade P&ID Command (Upgrade Menu).................................. 61
59
Click File > Finish Next Task or File > Finish All Tasks to actually start the upgrade process.
If you have not yet run a task, you can cancel the upgrade process by selecting the plant under
the Upgrades in Progress node and clicking File > Cancel to restore the pre-upgrade state.
Oracle users, for the upgrade process to finish correctly after upgrading your plants and
associated applications, the Convert Oracle Data Type process must be carried out. Unless
you do so, you will not be able to work with a plant in SmartPlant Engineering Manager,
SmartPlant Electrical, or SmartPlant P&ID.
You must complete all upgrade tasks for a plant before you upgrade the reference data or
drawings in the plant.
The rules file for the upgraded plant are marked as out-of-date for the Update Drawings
commands in Drawing Manager. The formats and select lists will be marked as up-to-date.
60
See Also
Upgrade SmartPlant P&ID (on page 56)
61
62
User Access
Before you can upgrade the reference data and drawings for an upgraded plant, you must define
user access for the plant in SmartPlant Engineering Manager. For more information about
defining user access, see the SmartPlant Engineering Manager User's Guide.
After you upgrade reference data, you cannot view it in earlier versions of the software.
For information about changes made during the reference data upgrade, see the
V4RefDataUpgrade.log file. This log file is saved in the folder where the symbols are
stored. For more information about upgrading reference data, see SmartPlant P&ID Options
Manager Help.
4. Click OK.
After you upgrade reference data, you should not view it in earlier versions of the software.
For information about changes made during the reference data upgrade, see the
V4RefDataUpgrade.log file. This log file is saved in the folder where the symbols are
stored.
For more information about upgrading reference data, see SmartPlant P&ID Options
Manager Help.
63
Updating Drawings
Changes are often made to the SmartPlant P&ID reference data while work is being managed on
the P&IDs. When these changes are made, they apply to all drawings items after the time of
change, but do not apply to existing drawing items. The Update Drawings functionality
(provided by the set of Out-of-Date Drawings commands in Drawing Manager) allows you to
manage which drawings are updated with the latest reference data changes by defining values
that define out-of-date drawings criteria and by resolving any symbols that have been deleted,
moved, or renamed.
You can also schedule these update operations and create reports. For more information about
this functionality, see the Drawing Manager Help.
Using the Update Drawings functionality is not required as part of the upgrade
process, but it is strongly recommended.
When you submit a selection of P&IDs to the Out-of-Date Drawings > Update command,
Drawing Manager analyzes the drawing for changes to the following:
Data Dictionary (select lists)
Formats
Symbols (moved and missing symbols, and changes to the .sym file)
Rules Manager
Options Manager (heat tracing, gapping, and symbology)
Model Items (via Llama)
OPCs (moved)
Drawings in a recreate state
Drawing Properties
After this analysis process, a summary displays, listing the number of drawings selected, the
number of out-of-date drawings, and the number of drawings with missing symbols. You must
manually resolve the missing symbols using the Resolve Missing Symbols dialog box, which
lists the symbols in question and allows you to define the new location of each symbol.
In addition to the interactive approach of updating drawings, you can schedule the entire update
process, except for the resolution of missing symbols, which is a manual process as described
above.
Reporting capability provides a summary of the selected drawings and the out-of-date criteria
detected during the analyze step. This report format is non-configurable.
64
65
See Also
Out-of-Date Drawing Criteria Command (see "Out-of-Date Drawing Criteria Command (Tools
Menu)" on page 67)
Update Command (see "Update Command (File > Out-of-Date Drawings Menu)" on page 64)
66
67
See Also
Resolve Command (see "Resolve Command (File > Out-of-Date Drawings > Update Drawings
Menu)" on page 66)
Out-of-Date Drawing Criteria Command (see "Out-of-Date Drawing Criteria Command (Tools
Menu)" on page 67)
Update Command (see "Update Command (File > Out-of-Date Drawings Menu)" on page 64)
68
SECTION 11
69
The majority of database activity occurs in the application schemas (SPPID Schema, SPPID
Data Dictionary Schema, SPEL Schema, SPEL Data Dictionary Schema, and SPEL Reference
Schema) since this is where the application data is stored. The plant schema contains the
smallest amount of data compared with the other schemas.
70
Schema Type
Example
Site Schema
Site1
Site1d
Plant Schema
Plant1
Plant1d
P&ID Schema
Plant1pid
Schema Type
Example
Plant1pidd
Electrical Schema
Plant1el
Plant1eld
Electrical Reference
Schema
Plant1elref
Plant1sat1
Plant1sat1pid
Satellite Replication
Schema
Plant1sat1rep
Project Schema
Plant1p1
Plant1pidp1
Plant1elp1
The software sets the related password defaults for each of the above user names
automatically (Oracle uses the default user name, while SQL Server 2005 appends '1' to the
default user name). In the case of SQL Server 2005 running on Windows Server 2003, if
you are using SQL Server authentication, you can specify that SQL Server 2005 is to use the
password validation rules that are used by Windows Server 2003.
Oracle database user names are limited to 30 characters. Because plant names can be up to
64 characters long, the software uses only the first 12 characters of the plant name in
creating the default database user names using the formulas above.
The software removes all spaces or special characters in a plant name before using that name
to create a default database user name.
Database usernames cannot contain any of the following characters: . < , > ? \ / ' ; { } [ ] ~ ` !
%*()&$@#"
See Also
New Site Server Wizard (on page 88)
Associate Applications Wizard (on page 89)
71
See Also
New Data Dictionary Template Command (see "New Data Dictionary Template Command
(Tools Menu)" on page 74)
Data Dictionary Manager Command (see "Data Dictionary Manager Command (Tools Menu)"
on page 72)
New Data Dictionary Template Dialog Box (on page 74)
72
See Also
New Data Dictionary Template Dialog Box (on page 74)
New Data Dictionary Template Command (see "New Data Dictionary Template Command
(Tools Menu)" on page 74)
To create an application data dictionary template, select the Applications node in the
Tree view and then select the application in the List view.
2. In the Template file box, browse to the path where you want the template file saved and
then type a file name for the template file.
3. If you are creating an application template, type the Source name for the application data
dictionary template. By default, this field displays the name of the source data dictionary
template used to create the existing application data dictionary.
Data dictionary templates cannot be upgraded. You cannot use a template created using an
older version of SmartPlant Engineering Manager to create a plant or application schema.
Data dictionary templates are not database-specific. In other words, a given data dictionary
template can be used in both Oracle and SQL Server environments.
When using a data dictionary template to create a plant in another site, you must have the
proper rules file (which relies on filters) to go with that template. Rules, insulation
specification, symbols, and other file-based reference data are not included in data dictionary
templates.
73
See Also
Data Dictionary Manager Command (see "Data Dictionary Manager Command (Tools Menu)"
on page 72)
New Data Dictionary Template Command (see "New Data Dictionary Template Command
(Tools Menu)" on page 74)
See Also
Data Dictionary Manager Command (see "Data Dictionary Manager Command (Tools Menu)"
on page 72)
New Data Dictionary Template Dialog Box (on page 74)
Template file Allows you to specify the path and file name for the new template.
74
See Also
Data Dictionary Manager Command (see "Data Dictionary Manager Command (Tools Menu)"
on page 72)
New Data Dictionary Template Command (see "New Data Dictionary Template Command
(Tools Menu)" on page 74)
See Also
Default Settings Dialog Box (on page 76)
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Default Settings Dialog Box (on page 76)
Using Default Settings (on page 75)
See Also
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
Default Settings Dialog Box (on page 76)
Using Default Settings (on page 75)
75
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
Oracle Select this option if you are using an Oracle database. This information is carried
forward from the site properties, but you can modify it for subsequent plant creations.
76
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
77
Plant structure root directory Specify the path to the storage location for the plant data and
the drawing files. Folders for individual plant structures are automatically appended to this path
as they are created.
You must create the plant structure root directory and share it out before using these
default settings during plant creation.
Backup root directory Specify the path to the shared storage folder for backing up the plant
files. Folders for individual plant structures are automatically appended to this path as they are
created.
Seed location Specifies the folder where all the templates are stored. The site administrator
sets this path during installation.
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
75)
78
Data Dictionary source Select the default source for the new plant data dictionary.
Use default template Select this option to create the plant data dictionary using the delivered
template.
Use custom template Select this option to create the plant data dictionary using a custom
template.
Template path Specify the path where the custom template file is located. This field is
enabled only if the Use custom template option is selected. This path is limited to 255
characters and must be in UNC format. The software verifies that the specified template is of the
proper template type.
Data dictionary templates are not database-specific. In other words, a given data
dictionary template can be used in both Oracle and SQL Server environments. For more
information about using data dictionary templates, see Working with Data Dictionaries (on page
72).
Hierarchy Select the default hierarchy that you want to use for new plants. All currently
defined hierarchies display in this list.
79
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
Data Dictionary source Select the default source for the SmartPlant P&ID data dictionary.
Use default template Select this option to create the SmartPlant P&ID data dictionary using
the delivered template.
Use custom template Select this option to create the SmartPlant P&ID data dictionary using
a custom template.
Template path Specify the path where the custom template file is located. This field is
enabled only if the Use custom template option is selected. This path is limited to 255
characters and must be in UNC format. The software verifies that the specified template is of the
proper template type.
80
See Also
Default Settings Command (see "Default Settings Command (Tools Menu)" on page 75)
Use Default Settings Command (see "Use Default Settings Command (Tools Menu)" on page
81
82
5. Click Add and, from the Select Users, Computers or Groups dialog box, select users to
add to the new group. Each user added to this group must be a Windows domain user.
83
3. Add the same users to this group that you added to the SiteAdmins group in the section
above.
All users in Groups other than the Administrators group must have write access to the
C:\Program Files\SmartPlant folder (or the folder where SmartPlant Engineering Manager is
installed) in order to use the software.
3. On the Local Security Setting dialog box, click Add User or Group and browse to the
group you created above (for example, SiteAdmins).
85
86
See Also
New Site Administrator Group Dialog Box (on page 87)
Use local machine and domain groups Use this option when you want to choose an existing
user group or domain that is accessible from your machine.
Use site server and domain groups Use this option when you want to choose a user group
or domain that is accessible from the site server machine.
Role name Type the name of or select the Windows or Novell user group you want to assign
to this new role. The name of the SmartPlant role will be the same as the name of the selected
user group. To quickly find the user group in your domain, you can type a partial name into this
field and click Check Name.
Check Name Displays the Microsoft Select dialog box, which allows you to select the
Windows or Novell user group you want to assign to this new role. The name of the SmartPlant
role will be the same as the name of the selected user group.
Role description Type a descriptive note about the role that you are creating. You can make
notes that indicate the privileges assigned to the group. If a description was defined when the
group was created, it appears by default.
See Also
SmartPlant Engineering Manager Rights (on page 92)
Change the Site Administrator User Group (on page 86)
87
See Also
New Data Dictionary Template Command (see "New Data Dictionary Template Command
(Tools Menu)" on page 74)
88
See Also
Associate Applications Wizard (on page 89)
User Access (on page 91)
89
90
User Access
Role description Type a descriptive note about the role that you are creating. You
can make notes that indicate the privileges assigned to the group. If a description was
defined when the group was created, it appears by default.
Template Select a pre-defined role template. If you do not want to use a template,
select None.
4. On the Rights tab, specify the access privileges for this group of users. This step is optional
if you selected a template on the General tab. You can still modify individual access rights
after applying a role template.
If users experience access problems after you create a role for the group to which the user is
assigned, check with your Information Technology group to see if that user was created on a
Windows NT domain that has been upgraded to Windows XP. Microsoft provides a method
for adding users to the built-in Pre-Windows 2000 Compatible Access Group to handle
this backward-compatibility issue. For more information, see the Microsoft Knowledge
Base article number 303973 at http://support.microsoft.com.
The new role will not be created if you do not select any rights.
When setting the rights for the new role, be sure to not only set the rights for the
applications, but also set the access permissions available under the SmartPlant Engineering
Manager rights.
You can automatically include the site administrators group in each plant you create by
selecting the Add the site administrator group to each plant created option on the Site
Properties > General tab. Doing this saves you the step of creating a new role to grant these
users access to the new plant.
See Also
SmartPlant Engineering Manager Rights (on page 92)
SmartPlant P&ID User Access Rights (see "SmartPlant P&ID Access Rights" on page 94)
User Access
Overview
User access identifies the users allowed to work at specified access levels within the site and
related plant structures. With user access, administrators can control access to data and thereby
ensure the security of their project data.
91
User Access
SmartPlant Engineering Manager incorporates user access as an integral product feature by using
roles to define and maintain user privileges and rights at the plant structure level, where each
application has its own set of rights. Roles are the primary focus, with each role associated to a
single Windows or Novell user group. Each role is then assigned specific rights for each
engineering application and for SmartPlant Engineering Manager.
To see the roles currently defined for a plant, click the Roles node under the plant node in
the Tree view.
To view the rights settings for a particular role, right-click the role in the List view and click
Properties.
Mutually-Exclusive Rights
Users can have access privileges that vary from one plant to another in the same site. These
rights are defined by categories. Categories with radio button options indicate that the rights
contained within are mutually exclusive, meaning you can choose only one right in that category
to apply to the role. In other categories, you can choose multiple rights, as denoted by check
boxes.
None The user is not allowed to execute the application or utility for this plant structure.
Read-Only The user can execute the application or utility for this plant structure to view
the data held within it.
Modify Settings The user can execute the application or utility for this plant structure to
view the data held within it and to modify any custom settings.
Full Control The user can execute the application or utility for this plant structure and
perform all commands and modifications. This right is not available to a satellite site when
operating in the Workshare mode because the reference data must be controlled by the host
site.
SmartPlant Engineering Manager provides roles templates to help you easily create new roles.
Because the most labor-intensive part of a role creation is setting the values for the rights, you
can create templates for specific roles and then use those templates multiple times. This feature
is useful for defining a role template in one site and then reusing that same role template
throughout all of your sites.
See Also
SmartPlant Engineering Manager Rights (on page 92)
Create a New Role (on page 90)
SmartPlant P&ID Access Rights (on page 94)
92
User Access
The following rights are available to the Plant Structure Access category and are mutually
exclusive.
93
User Access
Category
Right
Formats
See Also
Change the Site Administrator User Group (on page 86)
Right
Notes
Catalog
None
Read-Only
Full Control
None
Read-Only
Full Control
Plant Filters
94
User Access
Category
Right
Notes
Display Sets
None
Read-Only
Full Control
Default Views
None
Read-Only
Full Control
Plant Reports
Rules
Data Dictionary
None
Read-Only
Full Control
None
Read-Only
Full Control
None
Read-Only
Modify Select
Entry
Full Control
95
User Access
Category
Right
Notes
Options
None
Read-Only
Modify Settings
Full Control
None
Read-Only
Full Control
Create P&ID
Delete P&ID
Refresh P&ID
Create Version
Delete Version
Fetch Version
Insulation
Specifications
Drawing
Management
96
User Access
Category
P&ID Objects
Workshare
Right
Notes
Update P&ID
Create Revision
Delete Revision
None
Read-Only
Modify Properties
Full Control
Publish
Get Latest
Version
Assign Drawing
Ownership
Synchronize
Reference Data
Synchronize
Shared Items
97
User Access
Category
Right
Notes
Projects
Check Out
Check In
Fetch
Change Status
Claim
Publish
SmartPlant
Retrieve
Plant Administrators
This user group has full control over all aspects of the plant structure for drawings,
administrative tasks, and reference data. The users should have the capability to create plant
groups, add applications and roles, create projects, enable Workshare, and create satellites, but
should not see the hierarchy templates or plant group types.
98
Category
Right
Full-Control
Catalog
Full-Control
Plant Filters
Full-Control
Display Sets
Full-Control
Default Views
Full-Control
Formats
Full-Control
User Access
Category
Right
Plant Reports
Full-Control
Rules
Full-Control
Data Dictionary
Full-Control
Options
Full-Control
Insulation Specifications
Full-Control
Drawing Management
P&ID Objects
Full Control
Workshare
SmartPlant
Publish, Retrieve
Plant Users
This group has full control on all drawings, can set personal filters, set up personal display sets,
set up My Reports, create drawings, and archive drawings (needed for personal use in case there
are big changes to the drawing design).
Category
Right
Read-Only
Catalog
None
Plant Filters
Read-Only
Display Sets
Full-Control
Default Views
Read-Only
Formats
None
Plant Reports
Read-Only
Rules
None
Data Dictionary
None
Options
None
Insulation Specifications
None
Drawing Management
Create P&ID
Archive
99
User Access
Category
Right
P&ID Objects
Full Control
Workshare
SmartPlant
Engineers
This group has access to drawings to view and modify data reports but not graphics. They can
set up personal filters, set up personal display sets, and create My Reports. They should not be
able to modify any project reference data or perform any administrative tasks with respect to
drawing management, projects, or Workshare activities.
100
Category
Right
Read-Only
Catalog
None
Plant Filters
Read-Only
Display Sets
Full-Control
Default Views
Read-Only
Formats
None
Plant Reports
Read-Only
Rules
None
Data Dictionary
None
Options
None
Insulation Specifications
None
Drawing Management
P&ID Objects
Modify Properties
Workshare
SmartPlant
User Access
Managers
This group needs only view data access. They can set up personal filters, set up personal display
sets, and create My Reports. They should not be able to modify any project reference data or
perform any administrative tasks with respect to drawing management or Workshare activities.
Category
Right
Read-Only
Catalog
None
Plant Filters
Read-Only
Display Sets
Full-Control
Default Views
None
Formats
None
Plant Reports
None
Rules
None
Data Dictionary
None
Options
None
Insulation Specifications
None
Drawing Management
P&ID Objects
Read-Only
Workshare
SmartPlant
101
User Access
102
SECTION 12
Click Start > Programs > SmartPlant P&ID > Options Manager.
Define the symbology, gapping, heat tracing, formatting, and distances as needed.
Click Settings.
Verify that all \\node\share entries are set to the shares defined during reference data
installation.
5. Click File > Save.
For more information about working with reference data options, click Help > Printable Guides
in SmartPlant P&ID and select the Options Manager User's Guide.
103
104
Recommended Configuration
Select the plant whose reference data you want to use as the source reference data.
Create a data RDS package from the source plant.
Back up the target plant.
Lock down (set to read-only) the user access to the reference data at the source plants. Allow
full-control user access to the reference data only at the target plant.
Synchronize the target plants with the source plant RDS package.
Do not use the RDS Manager to synchronize reference data between a host and
satellites in a Workshare collaboration. Use the Workshare Synchronize Reference Data
command instead.
105
Metric Templates
106
Template File
Border File
Page Size
A0-Size.pid
A0border.igr
A0 Wide
(1189mm x
841mm)
A1-Size.pid
A1border.igr
A1 Wide
(841mm x
594mm)
A1-Wide(Metric).pid
A1-Wide(Metric).igr
A1 Wide
(841mm x
594mm)
A1-Wide Note
Area.pid
A1 Wide
(841mm x
594mm)
A2-Size.pid
A2border.igr
A2 Wide
(594mm x
420mm)
A2-Wide(Metric).pid
A2-Wide(Metric).igr
A2 Wide
(594mm x
420mm)
A2-Wide Note
Area.pid
A2 Wide
(594mm x
420mm)
A3-Size.pid
A3border.igr
A3 Wide
(420mm x
297mm)
A3-Wide (Metric).pid
A3-Wide (Metric).igr
A3 Wide
(420mm x
297mm)
A4-Size.pid
A4border.igr
A4 Wide
(297mm x
210mm)
A4-Wide (Metric).pid
A4-Wide (Metric).igr
A4 Wide
(297mm x
210mm)
Template File
Border File
Page Size
A5-Size.pid
A5border.igr
A5 Wide
(210mm x
148mm)
Template File
Border File
Page Size
A-Size.pid
A-Wide.igr
A Wide
(11in x 8.5in)
A-Wide (Imperial).pid
A-Wide (Imperial).igr
A Wide
(11in x 8.5in)
B-Size.pid
B-Wide.igr
B Wide (17in
x 11in)
B-Wide (Imperial).pid
B-Wide (Imperial).igr
B Wide (17in
x 11in)
C-Size.pid
C-Wide.igr
C Wide (22in
x 17in)
C-Wide (Imperial).pid
C-Wide (Imperial).igr
C Wide (22in
x 17in)
C Wide (22in
x 17in)
D-Size.pid
D-Wide.igr
D Wide
(34in x 22in)
D-Wide (Imperial).pid
D-Wide (Imperial).igr
D Wide
(34in x 22in)
D Wide
(34in x 22in)
E-Size.pid
E-Wide.igr
E Wide (44in
x 34in)
English Templates
107
108
SECTION 13
109
Recreating Drawings
SmartPlant P&ID continually updates the database as you edit a drawing; however, the drawing
file is not updated until the file is saved (that is, when you click File > Save or when you exit
SmartPlant P&ID). Occasionally, the software may terminate abnormally due to power outages,
and so forth. As a result, the database is up-to-date with changes posted to the drawing, but the
drawing file reflects the status when it was last saved. When a drawing is re-opened, the
software recognizes that the drawing file is different from the database.
When the software notifies you that a re-create is necessary, click OK to re-create the drawing
from the database. Do not interfere with the re-create process once it is started or else the
drawing can become unusable.
For best system performance, close all other applications except for SmartPlant P&ID when
running the re-create process.
During the re-create process the status bar at the bottom of the P&ID window displays
updates about the particular elements currently being reconciled with the database. You can
check the log file, Recreate[Drawing#].log, in the Temp directory for any problems that may
have occurred during the re- create process.
110
Filtered Printing
The Display Set functionality allows you to print a drawing using multiple filters. Using the
Print filter options on the Print dialog box in Drawing Manager, you can select the display set
that specifies which symbols in the drawing to print. If no display set is applied, the entire
drawing prints.
111
112
SECTION 14
113
Registering Tools
Before you can publish and retrieve documents from any of the other authoring tools, such as
SmartPlant Electrical or SmartPlant Instrumentation, you must register each plant in SmartPlant
P&ID with a SmartPlant Foundation database. The connection allows SmartPlant P&ID to use
the commands on the SmartPlant menu. A SmartPlant Engineering Manager administrator
typically registers a plant.
The software maps a plant and all its projects to a single SmartPlant Foundation URL, which
points to one, and only one, SmartPlant Foundation plant database and its projects. When you
use the Register command in any of the authoring tools, you are registering an authoring tool
plant with a SmartPlant Foundation URL and plant that you specify.
The system administrator must register each plant in the authoring tool once; this action takes
place in SmartPlant Engineering Manager. After the plant is registered, you can publish and
retrieve documents.
115
Ports
SmartPlant Instrumentation uses physical ports, while SmartPlant P&ID uses logical ports.
SmartPlant Instrumentation publishes the physical ports with the Dimensional Data Sheets
and not the Instrument Index. SmartPlant P&ID retrieves the Instrument Index and does not
retrieve the Dimensional Data Sheets.
When the workflow goes from SmartPlant P&ID to SmartPlant Instrumentation, followed by
SmartPlant Instrumentation publishing the Dimensional Datasheet, a Same As relationship is
created between the ports in the SmartPlant Foundation database. That Same As relationship
is required by SmartPlant 3D to correctly match the design basis ports to the 3D
representation of the ports.
When the workflow goes from SmartPlant Instrumentation to SmartPlant P&ID, however, a
Same As relationship is not created in the SmartPlant Foundation database. Without the
Same As relationship created in the SmartPlant Foundation database, the result may be
additional ports in SmartPlant 3D. To obtain the Same As relationship on the ports requires
that SmartPlant P&ID publish the P&ID with the instrument, this P&ID be retrieved by
SmartPlant Instrumentation and then having SmartPlant Instrumentation publish the
Dimensional Datasheet.
116
117
118
119
120
Index
Options Manager 103
reference data 103
rules 105
symbols 104
A
adding users 84
user groups 84
B
backing up 61
upgraded plants 61
backup locations 81
sharing 81
border templates 105, 106, 107, 108
configuring 105
creating 108
delivered 106, 107
break componenet 64, 66, 68
update drawings 64, 66, 68
break labels 62
upgrading 62
C
catalog index 115
CatalogIndex.mdb 115
out-of-date 115
retrieving symbols 115
updating 115
configuring 12, 36, 69, 81, 105
border templates 105
Integration Resource Path 36
network shares 81
Oracle networking 12
reference data 36
SmartPlant Engineering Manager 69
correcting 110
error conditions 110
creating 82, 108, 109
border templates 108
P&IDs 109
user groups 82
customizing 103, 104, 105, 106, 107
border templates 105, 106, 107
data model 104
filters 103
formats 103
labels 104
SmartPlant P&ID Installation and Upgrade Guide
D
Data Dictionary Manager 104
data model 104
customizing 104
database 11, 12, 20
database constraints 45, 46, 47, 49
utilities 47
database servers 7
configuration 11, 12
networking components 12
Oracle ARCHIVELOG mode 20
Oracle Cost Based Optimizer 20
system requirements 7
tuning 20
display sets 111
printing 111
Drawing Manager 2, 109
overview 2
starting SmartPlant P&ID 109
drawings 64, 66, 67, 68, 110, 111
out-of-date criteria 66, 67, 68
printing 111
re-creating 110
re-creating errors 110
updating 64
E
error conditions 110
F
Filter Manager 103
filtered printing 111
filters 103
customizing 103
Format Manager 103
formats 62, 103
upgrading 62
121
Index
H
hardware 7, 8
hardware requirements 7
database servers 7
requirements 7
workstation 8
I
installation 36
Installation Guide 2
overview 2
silent mode 36
installing 11, 31, 32, 33, 35
database 11
reference data 35
SmartPlant 31
SmartPlant 3D client 31
SmartPlant Engineering Manager 32
SmartPlant P&ID 31, 33
Insulation Manager 2
integration 11, 114
preparing the environment 114
supported Oracle versions 11
L
labels 104
customizing 104
logs 61
N
network access privileges 84
granting to user groups 84
network shares 81
backups 81
plant structure 81
role template 81
site server 81
Novell networking 85
user groups 85
O
Options Manager 2, 103
customizing 103
overview 2
Oracle 20, 61
Oracle analyzer scripts 61
analyzer scripts 61
122
ARCHIVELOG mode 20
Cost Based Optimizer 20
statistics 61
tuning 61
out-of-date 64, 66, 68
resolve drawings 66, 68
update drawings 64, 66, 68
overviews 1
SmartPlant P&ID 1
P
permissions 31
piping specification 31
PipingPoint 61
placing 109
items 109
plant structures 81
sharing 81
printing 111
filtered 111
P&IDs 111
R
recommendations 7
database servers 7
re-creating drawings 110
reference data 35, 36, 62, 63, 103
configuring 36
customizing 103
installing 35
Integration Resource Files 36
Integration Resource Path 36
Options Manager 103
upgrading 62, 63
registering 113
with SmartPlant Foundation 113
registry 31
requirements 7, 8
database servers 7
hardware 7
software 7
workstation 8
role templates 81
sharing 81
Rule Manager 2, 105
overview 2
rules 105
Index
database servers 7
tasks 61, 62
understanding 61, 62
servers 7
database 7
silent mode installation 36
site administrators 84, 85
network access privileges 84
Novell networking 85
user group 84
site servers 81
sharing 81
SmartPlant 31
SmartPlant 3D 31
installing remote access client 31
SmartPlant Engineering Manager 32, 69,
113
configuring 69
installing 32
SmartPlant Foundation 113
SmartPlant integration 11, 114
preparing the environment 114
supported Oracle versions 11
SmartPlant P&ID 1, 2, 31, 109
Drawing Manager 2, 109
installing 31
Insulation Manager 2
Options Manager 2
overviews 1
Rule Manager 2
starting 109
using 109
SmartPlant SmartPlant P&ID 33
installation 31
installing 33
software 8
requirements 7
workstation 8
starting 109
P&IDs 109
SmartPlant P&ID 109
subtasks 61, 62
symbols 104, 115
customizing 104
retrieving 115
system requirements 7
U
updating 64
P&IDs 64
upgrade 61, 62
upgrade tasks 61, 62
logs 61
manual changes 62
tasks 61
understanding 61, 62
upgrading 47, 49, 50, 51, 61, 62, 63, 64, 66,
68
after 61
backing up after 61
backing up old data 50
break labels 62
cleanup macros 49
constraint utilities 47
formats 62
memory management 51
Oracle 61
plants 61
reference data 62, 63
setting Open_Cursors parameter 50
sharing paths 50
update drawings 64, 66, 68
user customizations 61
user groups 82, 84, 85
adding users 84
creating 82
network access privileges 84
Novell networking 85
customization 61
utilities 47
Clean Data 47
DelOrphModItem.dll 47
W
Workshare 115
Z
Zyqad 115
123
Index
retrieving documents 115
124