SmartPlant 3D

Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number

User

Tool

Step Description

1.0

SP3D

Load Operating System on SmartPlant 3D

Database Server

1.0.1

SP3D

Install Microsoft Windows Server 2008 R2 (64-bit)

on the SmartPlant 3D Database Server

SP3D

Enable Network Access in Windows Server 2008

2.0

SP3D

Configure the SmartPlant 3D Database

Server

2.0.1

SP3D

Configure for Oracle

Comments/ Problems / Workarounds

If you are using MSSQL Server 2008 SP3 as your database

software, skip to Task Number 2.0.2.

Additional Resources

TR / CR Setup Notes

Installing and Configuring Oracle Server

Software

If you are using SmartPlant 3D in a stand-alone environment, install

Oracle Standard edition (11.2.0.2.0). If you are using SmartPlant 3D
in a Global Workshare environment, install Oracle Enterprise
edition (11.2.0.2.0). SP3D does not require Oracle Data Mining,
Text, OLAP, Spatial, and Label Security - leaving Enterprise
Manager Repository.
SP3D

Install and configure Oracle 11g R2 Standard or

Enterprise on the database server.

For external authentication is need to override definition of

Advanced Initialization Parameters os_authent_prefix = "" (empty string)

Install Oracle Server Software

Oracle 11.2.0.2
Patch 8 or
greater.

Supported Character Sets - are AL32UTF8 used with AL16UTF16

National Character Set

SP3D

Configure Oracle Networking.

SP3D

Post Installation install Oracle Services for Microsoft

Transaction Server 11.2.0.2.0

SP3D

Generate Database Creation Scripts (optional)

REDO log files should be sized to switch in about 20 minutes

The SmartPlant 3D software uses the Oracle net
service to establish and maintain network sessions from client
applications to the Oracle database server. After a network
connection is established, this utility acts as a data courier for the
client application and the database server.

Configure Oracle Networking

Components

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number

2.0.2

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

SP3D

Post Installation verify oracleMTSRecoveryService,

OracleService<SID>, OracleDBConsole<SID>, and
Oracle<oracle_hime>TNSListener services are
started and set to automatic

SP3D

Use Oracle Net Manager to test the Database

Connection

SP3D

As a Local Administrator, log into Oracle and run the

SP3DRoles.sql, modify SP3DUser.sql, and
SP3DProjectAdministrator.sql scripts as needed, and
execute them.

SP3D

Create the Oracle Streams Tablespace.

Workshare Only

Create the Oracle Streams Tablespace

SP3D

Create the Oracle Streams Administrator.

Workshare Only

Create the Oracle Streams Administrator

SP3D

Configure for MSSQL Server 2008 SP3

SP3D

If you are using Oracle 11g as your database software and have
completed Task Number 2.0.1, skip this section and go to Task
Number 3.0.
If you are using SmartPlant 3D in a stand-alone environment, install
SQL Server 2008 SP3 Standard edition. If you are using
Install and configure MSSQL Server 2008 SP3 on the
SmartPlant 3D in a Global Workshare Environment, install SQL
database server.
Server 2008 SP3 Enterprise edition. Microsoft SQL Server 2008
SP1 requires XML 6.0 SP1.

SP3D

Verify automatic startup of MSSQL Server 2008 SP3

services.

SP3D

Register the database server in the Enterprise

Manager console.

SP3D

Assign system administrator privileges and grant

access to SmartPlant 3D users.

TR / CR Setup Notes

Installing and Configuring Microsoft SQL

Server 2008 SP3

Install Microsoft SQL Server 2008 SP3

Verify Automatic Startup of Microsoft

SQL Server 2008 Services

Assign System Administrator Privileges

for SQL Server 2008

S
3.0

SP3D

Install Prerequisite Software on SmartPlant

3D Database Server

SP3D

Internet Explorer 8.0 or later

Available from the Microsoft web site.

SP3D

Adobe Reader 9.0 or higher

Available from Adobe web site.

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number

User

Tool
SP3D

Step Description
Microsoft NET Framework 3.5 SP1

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

Delivered on the product CD under Prerequisite Software.

Set Up the SmartPlant 3D Workstation Computer:

4.0

SP3D

Load Operating System on SmartPlant 3D

Workstation

4.0.1

SP3D

If you are using MSSQL Server 2008 SP3 as your database

Install the Oracle 11g Client (11.2.0.2 with Patch 8) software, skip this section and go to Task Number 4.0.2. Do not use
Install Oracle Client Software
software on the SmartPlant 3D workstation.
Oracle "light client" as it does not include some of the DLLs required
by SmartPlant 3D.

SP3D

Configure the Oracle Client.

Configure the Oracle Client

SP3D

Verify startup of the Oracle Client Services.

Verify Startup of Oracle Client Services

SP3D

If you are using Oracle 11g as your database software, skip this
Install MSSQL Server 2008 SP3 Client Software on
section and have completed Task Number 4.0.1, go to Task
the SmartPlant 3D Workstation
Number 4.1.

SP3D

Install Microsoft SQL Server 2008 SP3 Client Tools

SP3D

Install Prerequisite Software on the

SmartPlant 3D Workstation

SP3D

Internet Explorer 8.0

4.0.2

4.1

Microsoft SQL Server 2008 SP3 requires XML 6.0 SP1 and will
automatically install it as part of the SQL Server 2008 SP3
Prerequisite installation.

Install Microsoft SQL Server 2008 SP3

Client

Loading Prerequisite Software on the

Client
Available from the Microsoft web site.

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number

4.2

User

Tool

Step Description

Comments/ Problems / Workarounds

SP3D

Install Excel 2003 or 2007 or 2010 (32-bit only)

Excel is required for reports generation.

SP3D

Adobe Reader 9.0 or higher

Available from the Adobe web site.

Additional Resources

TR / CR Setup Notes

Install Microsoft Office

SP3D Install SmartPlant 3D Client Software

4.2.1

SP3D

Install SmartPlant 3D Reference Data.

Delivered on the product CD.

Install SmartPlant 3D Reference Data

4.2.2

SP3D

Install the SmartPlant 3D Client software.

Delivered on the product CD.

Install SmartPlant 3D Client Software

SP3D

Configure Network Shares.

Configure Network Shares

SP3D

Configure servers for Large Model Drawing

Generation in case of 32 bit servers (optional)

Configure for Large Scale Model

Drawing Generation

SP3D

Register Solid Edge Version 20 .DLL File (optional)

Register Solid Edge Version 20 .DLL File

SP3D

Configure for an Integrated Environment

Install SmartPlant Schema Component, Install SmartPlant Client.

SmartPlant Schema Component is delivered on the product CD
under Prerequisite Software.

4.3

SP3D

Install and Configure the Name Generator

Service.

Delivered on the product CD.

4.4

SP3D Install SmartPlant 3D PDS Project Translators. Delivered on the product CD.

Install SmartPlant 3D PDS Project

Translators

4.5

SP3D Integrate with SmartPlant P&ID.

Integrating with SmartPlant P&ID

4.6

SP3D Install PDS Export Tools.

Delivered on the product CD under Prerequisite Software. Install PDS Export Tools

4.7

SP3D Install PDS Data Access

Delivered on the product CD under Prerequisite Software. Install PDS Data Access

Configure for an Integrated Environment

Installing the Name Generator Service

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number
4.8

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

SP3D Install Programming Resources.

Delivered on the product CD.

Install Programming Resources

4.8.1

SP3D

Install the SmartPlant 3D Command Wizard.

Delivered as part of the Programming Resources setup.

Install the SmartPlant 3D Command

Wizard

4.8.2

SP3D

Install the SmartPlant 3D Symbol/Part Definition

Wizard.

Delivered as part of the Programming Resources setup.

Install the SmartPlant 3D Symbol/Part

Definition Wizard

4.9

SP3D

Install Piping Specification Remote Access

Server.

Delivered as part of SmartPlant 3D setup

4.9.1

SP3D

Configure the Piping Specification Remote Access

Server Service

Configure the Piping Specification

Remote Access Server Service

4.9.2

SP3D

Register the Site Database for P&ID Access

Register the Site Database for P&ID

Access

TR / CR Setup Notes

Create the SmartPlant 3D Databases:

5.0

SP3D

Create the Site, Catalog, and Schema

Databases

Configuring the Databases

5.0.1

SP3D

Create the Site, Catalog, and Schema Databases for

SQL

Create the Site, Catalog, and Schema

Databases for SQL

5.0.2

SP3D

Create the Site, Catalog, and Schema Databases for

Oracle

Create the Site, Catalog, and Schema

Databases for Oracle

5.1
5

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number
5.1

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

SP3D Create the Model and Reports Databases

5.1.1

SP3D

Create the Model and Reports Databases for SQL

Create the Model and Report Databases

for SQL

5.1.2

SP3D

Create the Model and Reports Databases for Oracle.

Create the Model and Report Databases

for Oracle

5.2

TR / CR Setup Notes

SP3D Assign Access Permissions

Assign Access Permissions

Configure the Interference Detection Server

6.0

SP3D Set Up Server-Based Interference Checking

6.0.1

SP3D

Install Databases Interference Detection Service.

Install Database Interference Detection

Service

6.0.2

SP3D

Create IFC Permission Group Folder and Permission

Group

Create IFC Permission Group Folder and

Permission Group

1/23/2012]

SmartPlant 3D
Installation & Configuration Checklist

Software
Versions: 2011 R1 (9.1)

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the SmartPlant 3D Installation Guide .

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server:

Task
Number

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

Working in an Integrated Environment

7.0

SP3D

Configure the SmartPlant 3D Integration

Plant

7.0.1

SP3D

Register via Project Management with SPF plant

7.0.2

SP3D

Retrieve PBS document

7.0.3

SP3D

Retrieve additional documents (example, PID

drawings, DDP data, Cable Schedule, and so forth)

For guidelines about integrating SmartPlant 3D, see the

SmartPlant Enterprise Installation and Configuration
Checklist .

Configure the SmartPlant 3D

Integration Plant

1/23/2012]