A B C D E F

3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
10 Number

Set Up the Database Server:

11
Install Operating System or verify that the Supported Operating Systems: Hardware and Software The operating system must be
installed Operating System is compatible * Microsoft Windows Standard Server 2003 R2 Service Pack 2, 32-bit Recommendations > SmartPlant P&ID installed in the account where you
and 64-bit Database Server have administrator privileges.
with SmartPlant Engineering Manager * Microsoft Windows Enterprise Server 2003 Service Pack 2, 32-bit
1.0 Operating System
Database Server recommendations * Microsoft Windows Enterprise Server 2003 R2 Service Pack 2, 64-bit
* Microsoft Windows Standard Server 2008 R2 Service Pack 1, 64-bit
* Microsoft Windows Enterprise Server 2008 R2 Service Pack 1, 64-bit
12
Verify that the network can be accessed
1.1 Operating System
13
14
Install Database Software or verify that the Supported Database Servers: Installing and Configuring Oracle or
installed software is compatible with * Microsoft SQL Server 2005 Service Pack 4, 32-bit and 64-bit Installing and Configuring Microsoft
* Microsoft SQL Server 2008 Service Pack 2, 64-bit SQL Server
SmartPlant Engineering Manager Database * Microsoft SQL Server 2008 Service Pack 3, 64-bit
2.0 Oracle or SQL Server
Server recommendations * Microsoft SQL Server 2008 R2 Service Pack 1, 64-bit
* Oracle Database 10g Release 2 (10.2.0.5), 64-bit
* Oracle Database 11g Release 2 (11.2.0.2 with Patch 8), 64-bit
15
Create a database to be used with the SmartPlant
Engineering Manager Database Server
2.1 Oracle or SQL Server

16
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
17 Number

Set Up the File Server:

18
Verify that the Operating System is Supported Operating Systems: Hardware and Software File Server and Database Server
compatible with SmartPlant Engineering * Microsoft Windows Standard Server 2003 R2 Service Pack 2, 32-bit Recommendations > SmartPlant P&ID can reside on the same machine as
and 64-bit Database Server long as this machine meets the
Manager File Server recommendations * Microsoft Windows Enterprise Server 2003 Service Pack 2, 32-bit requirements for both the Database
1.0 Operating System
* Microsoft Windows Enterprise Server 2003 R2 Service Pack 2, 64-bit Server and the File Server.
* Microsoft Windows Standard Server 2008 R2 Service Pack 1, 64-bit
* Microsoft Windows Enterprise Server 2008 R2 Service Pack 1, 64-bit
19
Verify that the network can be accessed
1.1 Operating System
20
21
Create a network share This share will house the SmartPlant Engineering Manager Site, Plants, File Server and SPEM Workstation
drawings and SmartPlant P&ID Reference Data. Anyone working in can reside on the same machine as
SmartPlant Engineering Manager must have access to this network long as the requirements for both
2.0 Network Share share. the File Server and the SPEM
workstation are met.

22
23
Loading SmartPlant P&ID Prerequisite
SmartPlant P&ID Install Prerequisite Software on the file Software
3.0
Installation CD server
24
Adobe Reader 9.0 or later compatible version Loading SmartPlant P&ID Prerequisite Download from Adobe's web site
Software
3.1 Adobe Reader
25
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
26
Number
Install P&ID Reference Data Delivered on the SmartPlant P&ID Installation CD (SmartPlant Reference Configuring Reference Data for P&ID Reference Data was updated
SmartPlant P&ID Data for P&ID Installation). SmartPlant P&ID > Install SmartPlant for 2009 SP2, and is included within
4.0 Reference Data the CD setup.
Installation CD
27
28

Set Up the SmartPlant Engineering Manager Workstation Computer:

29
Verify that the Operating System is Supported Operating Systems: Hardware and Software Windows 7 is certified with User
compatible with SmartPlant P&ID * Microsoft Windows XP Professional Service Pack 3, 32-bit Recommendations > SmartPlant P&ID Access Control (UAC) On at Level
1.0 Operating System * Microsoft Windows 7 Professional and Enterprise Service Pack 1, Workstation 3 (Default)
Workstation recommendations 32-bit and 64-bit
30
Verify that the network can be accessed
1.1 Operating System
31
32
Install Database Client Software or verify Supported Database Clients: Hardware and Software Do not use * Oracle "light client" as
that the installed software is compatible * Oracle 10g Client Release 2 (10.2.0.5), 32-bit Recommendations > SmartPlant P&ID it does not include some of the
* Oracle 11g Client Release 2 (11.2.0.2 with Patch 8), 32-bit Workstation required DLLs.
with SmartPlant Engineering Manager
2.0 Oracle or SQL Server
Database Server recommendations Installing and Configuring Oracle The client database software must
be of the same version as the
server database software.
33
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
34
Number
Loading SmartPlant P&ID Prerequisite
SmartPlant P&ID Install Prerequisite Software on SmartPlant Software
3.0
Installation CD Engineering Manager Workstation
35
Adobe Reader 9.0 or later compatible version Loading SmartPlant P&ID Prerequisite Download from Adobe's web site
Software
3.1 Adobe Reader
36
Microsoft Internet Explorer (32-bit) 7.0 or later Required for viewing the online documentation delivered with the software Loading SmartPlant P&ID Prerequisite
Software
3.2 Internet Explorer
37
Microsoft .NET Framework 3.5 SP1 or Microsoft .NET Loading SmartPlant P&ID Prerequisite Download from Microsoft's Web site
Framework 4.0 Software
3.3 .NET Framework
38
* Microsoft Excel 2003 Service Pack 3 Microsoft Excel is required for creating reports in the Data Dictionary * Microsoft Excel 2003 on XP or
* Microsoft Excel 2007 Service Pack 2 with HF Comparision Utility and the Reference Data Synchronization Manager. If Server 2003
Package (msoshext-x-none.msp): Feb. 22, 2011 you do not plan to create these reports, you do not need to install * Microsoft Excel 2007 on
http://support.microsoft.com/kb/2483216 Microsoft Excel. Windows 7
3.4 Microsoft Office * Microsoft Excel 2010 (32-bit only) with HF Package * Microsoft Excel 2010 on
(msoshext-x-none.msp): Feb. 22, 2011 Windows 7 or Server 2008
http://support.microsoft.com/kb/2483230 (select for Microsoft Excel must include the
download the 32-bit file: installation of VBA
39
office2010kb2483230fullfilex86glb)
40
Delivered on the SmartPlant P&ID Installation CD. Installing SmartPlant Software > Install On Windows 7 with the User
SmartPlant P&ID Install SmartPlant Engineering Manager SmartPlant Engineering Manager Account Control setting at the
4.0 default level, run setup.exe as an
Installation CD Software
Administrator user.
41
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
42 Number

Create the SmartPlant Engineering Manager Databases:

43
Choose a Domain or Local group to be Operating system specific. Users in the chosen group must have access Configuring SmartPlant Engineering
selected during Site creation as the to the network share created on the file server. Manager > Site Administrator User
1.0 Operating System Group
SmartPlant Engineering Manager
44
Administrator group
45

2.0 SPEM Create/Configure Site and Plant

46
Create the Site Creates the database tables for the site which houses the plants. Configuring SmartPlant Engineering
Manager > New Site Server Wizard
2.1 SPEM On the file server the .ini file, backups and role templates directories are
created. The site must be located on the network share on the file
server.
47
Create the Plant Creates the database tables for the plant schema. Configuring SmartPlant Engineering
Manager > New Plant Structure Wizard
2.2 SPEM The plant will be created on the network share on the file server. The
plant structure files and the Reference Data are recommended to be
located underneath the plant directory.
48
Associate the Application Creates the database tables for the application schema. Associating the Configuring SmartPlant Engineering
2.3 SPEM application allows the user to work in SmartPlant P&ID. Manager > Associate Applications
Wizard
49
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9 Number
Configure the Roles Determines the users who can access the plant and their level of Configuring SmartPlant Engineering
privilege. These users must also have access to the network share on Manager > Create a New Role
2.4 SPEM which the site and plant resides.
User Access > SmartPlant P&ID
Access Rights
50
51

Set Up the SmartPlant P&ID Workstation Computer:

52
Verify that the Operating System is Supported Operating Systems: Hardware and Software Windows 7 is certified with User
compatible with SmartPlant P&ID * Microsoft Windows XP Professional Service Pack 3, 32-bit Recommendations > SmartPlant P&ID Access Control (UAC) On at Level
1.0 Operating System * Microsoft Windows 7 Professional and Enterprise Service Pack 1, Workstation 3 (Default)
Workstation recommendations 32-bit and 64-bit
53
Verify that the network can be accessed
1.1 Operating System
54
55
Install Database Client Software or verify Supported Database Clients: Hardware and Software Do not use * Oracle "light client" as
that the installed software is compatible * Oracle 10g Client Release 2 (10.2.0.5), 32-bit Recommendations > SmartPlant P&ID it does not include some of the
* Oracle 11g Client Release 2 (11.2.0.2 with Patch 8), 32-bit Workstation required DLLs.
with SmartPlant P&ID Workstation
2.0 Oracle or SQL Server
recommendations Installing and Configuring Oracle The client database software must
be of the same version as the
server database software.
56
57
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9 Number
Loading SmartPlant P&ID Prerequisite
SmartPlant P&ID Install Prerequisite Software on the Software
3.0
58
Installation CD SmartPlant P&ID Workstation
Adobe Reader 9.0 or later compatible version Loading SmartPlant P&ID Prerequisite Download from Adobe's web site
Software
3.1 Adobe Reader
59
Microsoft Internet Explorer (32-bit) 7.0 or later Required for viewing the online documentation delivered with the software Loading SmartPlant P&ID Prerequisite
and generating a report in Rule Manager. Software
3.2 Internet Explorer
60
Microsoft .NET Framework 3.5 SP1 or Microsoft .NET Loading SmartPlant P&ID Prerequisite Download from Microsoft's Web site
Framework 4.0 Software
3.3 .NET Framework
61
* Microsoft Excel 2003 Service Pack 3 Microsoft Excel is required for report generation, importing reports, * Microsoft Excel 2003 on XP or
* Microsoft Excel 2007 Service Pack 2 with HF importing SmartSketch, and saving drawings as Microstation or Server 2003
Package (msoshext-x-none.msp): Feb. 22, 2011 AutoCAD. If you do not plan to do these types of activities, you do not * Microsoft Excel 2007 on
http://support.microsoft.com/kb/2483216 need to install Microsoft Excel. Windows 7
3.4 Microsoft Office * Microsoft Excel 2010 (32-bit only) with HF Package * Microsoft Excel 2010 on
(msoshext-x-none.msp): Feb. 22, 2011 Windows 7 or Server 2008
http://support.microsoft.com/kb/2483230 (select for Microsoft Excel must include the
download the 32-bit file: installation of VBA
62
office2010kb2483230fullfilex86glb)
SmartPlant 3D Piping Specification Remote Access Required if you plan to use the Piping Specification utility with SmartPlant Loading SmartPlant P&ID Prerequisite
Client 3D. Software
3.5 Installation CD
63
Install SmartSketch 2009, 2009 SP1, 2009.1, 2009.1 Supported graphical editors: Graphical editor is required for
SP1 or other graphical editor * SmartSketch 2009, 2009 SP1, 2009.1, or 2009.1 SP1 editing border template files.
* Autodesk AutoCAD 2000 or 2002
3.6 Graphical Editor * Bentley MicroStation J (not certified on Windows 7 or on a
64-bit machine)
64
 A B C D E F
3
4

Software Version: 2009 SP5 (SPPID 6.0.5, SPEM 6.1.5)

5

Installation of this version is from a CD or a set of files downloaded from Intergraph's eCustomer web site.
Unless otherwise specified, the topics listed in the Documentation Reference column can be found in the SmartPlant P&ID Installation Guide.
The checklist below applies to the standalone installation of SmartPlant P&ID. For guidelines about using SmartPlant P&ID in an integrated
environment, see the SmartPlant Foundation Installation and Configuration Checklist.
6

Note: To run SmartPlant P&ID you must connect to a site and plant that were created using SmartPlant Engineering Manager. A plant created in
SmartPlant Engineering Manager with the SmartPlant P&ID application associated is a prerequisite for being able to use SmartPlant P&ID.
7

Installation and Configuration Checklist

8
Task
Component or Tool Step Description Details Documentation Reference Setup Notes
9
65
Number
Delivered on the SPLM Installation CD. Installing SmartPlant Software > Install
SmartPlant P&ID
License Manager Install SmartPlant License Manager Version
4.0
Installation CD 2010 or 2012 SPLM Installation CD >
66
SPLMInstall_UserGuide.pdf
67
Installing SmartPlant Software > Install On Windows 7 with the User
SmartPlant P&ID Account Control setting at the
SmartPlant P&ID default level, run setup.exe as an
5.0 Install SmartPlant P&ID Software
Installation CD Administrator user.
68
69