Installation Procedure For Smart Plant 3D

Installation Procedure for Smart Plant 3D -
SP3D
Enable Network Access in Windows Server 2008
The following procedures for enabling network access are required
only if you are using Windows Server 2008 R2 (64-bit) on the computer.
Enable COM+ Network Access

1. Open the Control Panel.
2. Click Turn Windows features on or off to open the Server Manager.
3. On the Roles page in Server Manager, click Add Roles.
The Add Roles Wizard opens.
4. Ensure that you have completed the preceding steps listed on the Before
You Begin page, and click Next.
5. On the Select Server Roles page, select Application Server and click Next.
*If the server finds any of the required features for Application Server
are missing, a prompt is displayed informing you to install those features.
Click Add Required Features to allow the server to install them
automatically.
6. On the Application Server page, click Next.
7. On the Select Role Services page, select COM+ Network Access, and
click Next.
8. Confirm your installation selections and click Install.
9. After the installation is complete, click Close to exit the wizard.
If Application Server is already enabled on Windows Server 2008,
follow these steps to enable COM+ Network Access:
12. Click Roles >Application Server.
13. In the Role Services section, click Add Role Services.
click Install.
Enable Network DTC Access

1. Open Component Services by clicking Start >Administrative
Tools >Component Services.
2. In the console tree, expand Component Services >Computers >My
Computer >Distributed Transaction Coordinator >Local DTC.
3. Right-click Local DTCand select Properties.
4. In the Security tab of the Local DTC Properties dialog box,
enable Network DTC Access, and click OK.
An MSDTC Service message box is displayed.
5. Click Yesto stop and restart the MSDTC service.
6. Click Yesafter the MSDTC service is restarted.
If you have additional resource manager services that participate in
the distributed transactions, you must stop and restart those services as well.
Configure Microsoft Distributed Transaction

Coordinator (Database Server Only)
You must configure the Microsoft Distributed Transaction
Coordinator (MSDTC).

3. Right-click Local DTC and select Properties from the shortcut menu.
4. Select the Security tab of the Local DTC Properties dialog box.
5. In the Security Settings section, enable Network DTC Access.
6. In the Client and Administration section, enable Allow Remote
Clients and Allow Remote Administration.
7. In the Transaction Manager Communication section, enable the Allow
Outbound, Allow Inbound, and No Authentication Required options.
8. Verify that Enable XA Transactions is enabled.
9. In the DTC Logon Account section, verify that NT AUTHORITY/Network
Service appears in the Account box.
10. Click OK.
12. Click OK after the MSDTC service is restarted.
Configure the Distributed COM Users Group

You must add users to the Distributed COM Users group.
1. Open Computer Management by clicking Start >Administrative
Tools >Computer Management.
2. Under Computer Management, expand System Tools >Local Users and
Groups.
3. Under the Local Users and Groups node, click Groups.
4. In the right pane of the Computer Management window, double-
click Distributed COM Users.
5. In the Distributed COM Users Properties dialog box, click Add.
6. In the Select Users, Computers, or Groups dialog box, type the user
accounts you want to add to the Distributed COM Users Group into
the Enter the object names to select box.
You can enter multiple accounts by separating each one with a
semicolon. For example, you can type Domain1\User1;Domain1\
User2;Domain1/User3, and so on.
7. Click OK to close the Select Users, Computers, or Groups dialog box.
8. Click OK to close the Distributed COM Users Properties dialog box.
Install Microsoft .NET Framework (Database

Server)
Stop any real-time virus checkers before you proceed because they
can interfere with installation.
1. Log on to the computer as an administrator.

2. Start Server Manager.
3. Select Features in the console tree.
4. Select Add Features in the Features Summary area.
The Add Features Wizard appears.
5. Select .NET Framework 3.5.1 Features from the list of features that you
can install.
6. Click Install and follow the prompts.
The software also supports the latest .NET Framework service packs.
Run Windows Update to check for the latest .NET service pack and fixes.
Install Visual C++ 2008 SPI Redistributable

Package with MFC Security Update,
Internet Explorer,
Microsoft XML 6.0,
Adobe Reader,
Microsoft Office
Install Microsoft SQL Server 2008
1. Insert your SQL Server DVD and start the setup program.
2. From the Planning page, select System Configuration Checker to check
for pre-requisite applications as well as identify potential installation
problems.
You may be asked to restart your computer if any pre-requisite
applications were installed.
3. Click Installation and select the New SQL Server stand-alone installation
or add features to an existing installation option.
4. As you go through the installation process, make sure you install
the Setup Support Filesand review any Setup Support Rules that identify
potential problems.
5. When you get to Feature Selection, select the features below.
Database Engine Services
SQL Server Replication (required if the SQL server instance is set
up for the Global Workshare configuration)
Client Tools Connectivity
Management Tools - Basic
Management Tools – Complete
6. On the Server Configuration page, specify a domain account name with
administrative privileges on the system to be used. Also, set Automatic as
the Startup Type and continue.
If you are not sure, you can use NT AUTHORITY\NETWORK
SERVICE or NT AUTHORITY\SYSTEM and change the login later on the
service.
A domain user account offers more flexibility and is typically used
because many server-to-server activities can be performed only with a
domain user account, including remote procedure calls, replication, and
backing up network drives.
7. Click the Collation tab. Use locale-specific collation. These collation
settings include the character set, sort order, and other locale-specific
settings.
8. On the Database Engine Configuration page, identify at least one SQL
Server Administrator. Select Windows authentication mode.
9. Complete the installation as prompted.
10. If any errors occur during installation, refer to the Summary Log for
more information and contact Intergraph Support for further assistance.
11. Install any required service packs or upgrades for SQL Server 2008.
See Install any Required SQL Server 2008 Upgrades. Currently Microsoft
SQL Server 2008 Service Pack 2.
Install any Required SQL Server 2008 Upgrades

Your version of SmartPlant 3D may require an upgrade or service
pack of Microsoft SQL Server 2008. See SmartPlant 3D Database Server
Recommendations for version information. If you do need to upgrade, go to
the Microsoft website and follow instructions provided in the Microsoft
Download Center.
Verify Automatic Startup of Microsoft SQL

Server 2008 Services
1. Open Control Panel > System and Security > Administrative Tools, and
then double-click Services.
2. Verify that the Status field is set to Started and the Startup Type field is
set to Automatic, for each of the following services:
Distributed Transaction Coordinator
SQL Server (MSSQLSERVER)
The MSSQL service is appended with the named instance you
specified when you installed Microsoft SQL Server 2008 SP3. For example,
if you installed SQL Server 2008 as an instance named Instance1, the
service displays as MSSQL$Instance1.
3. To change the Status or Startup Type fields, right-click the service name,
and select Properties from the shortcut menu.
a. On the General tab, select Automatic from the Startup type list.
b. In the Service status section, click Start.
c. Click OK.
Configure SQL Server 2008 Account for Name

Generator Service
If the SQL Server 2008 is not registered in the SQL Server
Management Studio on the server computer, you must register it before
using the SQL Server 2008 software. Perform the following procedure on
the server computer to register the SQL Server in the SQL Server
Management Studio console.
1. Open SQL Server Management Studio and select View > Registered

Servers.
2. Right-click Central Management Servers and select Register Central
Management Services.
The system displays the New Server Registration dialog box.
3. On the General tab, enter the name of the server you want to register or
select a server from the Server name drop-down list.
4. Click Save.
Before exiting SQL Server Management Studio, perform the steps
in Assign System Administrator Privileges for SQL Server 2008.
Assign System Administrator Privileges for SQL

Server 2008
Perform the following steps on the SmartPlant 3D server computer.
1. Open Microsoft SQL Server Management Studio and expand the listing
for your database server in the left tree view.
2. In the tree view, expand the listing under Security and right-click Logins.
3. Select New Login from the shortcut menu.
4. On the Login - New dialog box, enter the user account you want to be
assigned administrative privileges in the Login name text box. For example,
type AdminUser1.
5. Select Server Roles under the Select a page heading to display the Server
Roles list.
6. In the Server Roles list, select the sysadmin check box.
Standard users need db_owner and public database role membership
mapping to each one of the SmartPlant 3D databases. Administrators need
only the sysadmin role.
7. Click OK.
Create a SQL Server 2008 Database Alert

1. Open Control Panel > System and Security > Administrative Tools >
Performance Monitor.
2. Expand Monitoring Tools in the Performance tree view and start
the Performance Monitor.
3. Expand Data Collector Sets in the tree view and right-click on User
Defined.
4. Select New >Data Collector Set from the shortcut menu.
Enter the name you want to use for the data collector set, click Create
manually (Advanced), and then click Next.
5. Click Check Performance Counter and click Next.
6. Click Add to open the Add Counter dialog box.
7. Set the database server name in the Select counters from computer field.
Select the Microsoft SQL Server 2008 object in the Available
counters section.
8. In the Select counters from list drop-down list, select a counter and
click Add. The new counter displays in the Added counters list.
Use CTRL+ or SHIFT+ to select multiple objects.
9. After all counters have been added, click OK to close the Add
Counters dialog box.
To add local counters from a remote computer, you need to have
either of the following permissions on it:
Local administrator privilege
Be a member of the Performance Monitor Users local group.
10. Under the Performance counters list, select either Aboveor Below for
the Alert whenvalue.
11. In the Limit box, enter a threshold value. Depending on the object you
selected, the alert will be generated when the value for the counter is more
than or less than the threshold value. Click Next to continue.
12. Click Finish. Your new data collector set displays in the User
Defined page.
13. To configure the alerts, double-click on your data collector set name and
then right-click on the data collector. Select Properties from the shortcut
menu.
14. On the Alerts tab, you can set additional alerts and define the unit of
time for the duration of the sample interval.
15. Set options in the Alert Action and Alert Task tabs to specify the actions
to occur each time the alert is triggered.
16. Click OK to close the Properties dialog box and activate the alert
settings.
For more information about using System Monitor and setting up
SQL Server 2008 alerts, see the documentation delivered with Microsoft
SQL Server 2008 SP3 and Windows Server 2008 R2.
SQL Server Port Assignments

1433 TCP From workstation to For SQL Server
server; from server to
workstation
Change Database Collation
1. Install SQL Server with locale-specific collation. These collation settings
include the character set, sort order, and other locale-specific settings.
2. Install SmartPlant 3D client and server.
3. Click Start > All Programs > Intergraph SmartPlant 3D > Database Tools
> SQL Server Collation Utility.
The SQL Server Collation Utility displays. See SQL Server 2008
Collation Utility Dialog Box.
4. Specify the collation that you need.
The file names for the “new” templates update to reflect the selected
collation automatically.
5. You can modify the default file names and paths.
6. Click OK to update the collation in the templates. These templates can
now be used to create every SmartPlant 3D database in the correct collation
for the project.
> Database Wizard.
8. Follow the steps to create a new site.
9. In the Template file to be used to create site schema field, select the new
template with the desired SQL Server collation that you created with the
SQL Server Collation Utility.
10. When creating or restoring the catalog database for the new site, be sure
to select the template with the correct collation. If the collation for the
selected catalog does not match the collation for the site, the following
message appears: "The collation for the selected template,CatalogDB.dat,
does not match the collation for the site. Please select another template."
This message also appears in the Bulkload Utility and in the New
Catalog command in Project Management if the collation does not match
the site.
11. When you create the plant, reports, and reports schemas in Project
Management, SmartPlant 3D automatically uses the collation of the site
database.
12. In the future, when you create additional sites or catalogs, remember to
select the correct template with the desired collation.
Install Smart 3D Reference Data

1. Insert the Intergraph Smart 3D Product DVD. If the installation does not
start automatically, double-click Setup.exe in the root folder of the DVD.
2. Select Reference Data Installation.
3. Click Nexton the Welcome to the Smart 3D Reference Data Installation
Wizard page.
4. On the User Information page, enter text in the Full
Name and Organization fields, and then click Next.
5. On the Software License Agreement page, select your country from the
list and click Display to view the license agreement.
The license agreement is delivered as a PDF file; consequently, you
must have Acrobat Reader installed on the server computer in order to view
the license agreement. You can install Adobe Reader from the Adobe web
site, www.adobe.com.
6. Carefully read the license agreement. Close the PDF document, and
click Yeson the License Agreement page to accept the terms.
7. Select if you want to install SmartPlant Reference Data or SmartMarine
Reference Data.
If you are installing SmartMarine, you only need to select
the SmartMarine Reference Data option. This option includes those parts of
the SmartPlant Reference Data that are required to run SmartMarine.
8. Click Browse and select a folder location for the software, and click Next.
The Ready to Install the Application page appears.
9. Review the installation settings, and if they are what you want, click Next.
The selected reference data is installed to the destination folder.
10. When the installation is complete, click Finish to exit the Smart 3D
Reference Data installation sequence.
You must share the SharedContent folder after installation is
complete. For more information, see Configure Network Shares.
11. Restart the computer to complete the installation.
Configure Network Shares

Before using SmartPlant 3D, you must configure the following
network shares. The paths to these shares are needed while working in the
software.
Database Templates Share

Creating a share for the database templates that are delivered during
the Smart 3D Reference Data setup is necessary only if you are planning to
use Oracle databases.
Create a share on a computer to hold the database templates that
you create for use with the software. By default, the database templates are
delivered as part of the Smart 3D Reference Data setup.
The user login used to create the SmartPlant 3D databases and the
account on which the Oracle service (OracleService<SID>) is running
require Write permissions to this share.
For Oracle, the userid under which the Oracle service runs must
have Write permission on both the share and the folder where the database
templates are located. If the Oracle service is running as the local SYSTEM
account, you should add the NT AUTHORITY/SYSTEM account to both.
SharedContent Share
Create a share for the SharedContent folder that is created during the
Smart 3D Reference Data setup. All users must be granted read permissions
on the share; those users responsible for creating output and reference data
must have write access. You will need to specify this location name when
you use the Database Wizard to create the Site and Catalog databases.
Additionally, if you installed Smart 3D Reference Data in the default
folder (C:\Program Files\SmartPlant\3DRefData\), you must adjust access
permissions as follows:
Access the Properties page for the SharedContent folder and
modify the share permissions on the Sharing tab. At a minimum,
permissions must allow read access for all users, and write access to those
users responsible for creating output.
Access the Properties page for the SharedContent folder and
modify the share permissions on the Security tab to give users full control
disk access for the SharedContent folder and subfolders.
Permissions for .NET Assemblies

Sign Assemblies
Intergraph Process, Power & Marine signs all delivered .NET
assemblies with a strong name. Signing an assembly is a way to guarantee
the authenticity of an assembly. If you create your own custom .NET
assemblies, we recommend that you sign them with your company's private
key. Refer to Visual Studio help for information on signing an assembly.
Granting Trust to Client Computers

You must set each computer that uses the signed assemblies trust
access to the assemblies. The easiest way to do this is to distribute the
permissions to each client computer using an .msi file. You will need
the .NET Framework 2.0 Configuration utility, which is available in
the .NET Software Development Kit. You can also search the Microsoft web
site for "configwizard.msi download".
1. Install the .NET Framework 2.0 Configuration utility on a client

computer.
2. Select Start >Control Panel >System and Security >Administrative
Tools >Microsoft .NET Framework 2.0 Configuration.
3. In the Console Root tree, expand .NET Framework 2.0
Configuration >My Computer>Runtime Security Policy >Machine >Code
Groups >All_Code >LocalIntranet _Zone.
4. Under Tasks, click Add a Child Code Group.
5. Select Create a new code group.
6. In the Name box, type Delivered Smart 3D Content
7. Click Next.
8. In the Choose the condition type for this code group, select Strong Name.
9. Click Import.
10. Browse to and select one of the signed assemblies.
You need to select one of the Intergraph Process Power & Marine
signed assemblies from the shared content folder. All Intergraph Process,
Power & Marine assemblies are signed with the same key, so it does not
matter which assembly you select.
The public key displays.
11. Clear the Name check box.
12. Clear the Version check box.
By clearing the Name and Version check boxes, the computer trusts all
assemblies that were signed with the same strong name key.
13. Click Next.
14. Select FullTrust from Use existing permission set.
15. Click Next.
16. Click Finish.
17. Right-click Runtime Security Policy and then select Create Deployment
Package.
18. Select Machine.
19. Specify the file name and folder location for the .msi file.
20. Click Next.
21. Click Finish.
22. Distribute the .msi file to each client.
After you do this procedure for the Intergraph Process, Power &
Marine assemblies, you need to repeat the steps for the custom assemblies
that you have created and signed.
Command Line Alternative

Instead of creating and distributing msi files, you can run a command
line executable to grant the client computer access to the assemblies on the
shared content share. You must run the following executable as an
administrator from a command-line window on each client computer:
"C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\caspol.exe" -
pp off -machine -addgroup LocalIntranet_Zone -url \\server\share\*
FullTrust -name "SharedContent Share"
where\\server\share is the computer name and share name for the
SharedContent share.
You must rerun this command line each time a .NET assembly is
added to the share.
Installing the Name Generator Service

Prior to installing the Name Generator Service on the computer,
verify that all the prerequisites have been met. For more information,
see Installing the Name Generator Service.
1. You must login to the computer with an account that has administrator
privileges.
2. Insert the Intergraph Smart 3D DVD. If the setup does not start
automatically, double-click Setup.exe in the root folder of the CD.
3. Select Name Generator Installation.
4. Click Next on the Welcome to the Intergraph Smart 3D Name Generator
Installation Wizard.
Name and Organization fields, and then click Next.
must have a PDF Reader installed on the computer in order to view the
license agreement. If the software detects that a PDF Reader is not installed,
an informational message box appears.
click Yeson the License Agreement page to accept the terms.
8. Select the 32-bit or 64-bit version of Name Generator to install, and
click Next. This option is available only on 64-bit computers.
9. Change the installation destination folder, if needed, and then click Next.
10. On the Server Access page, enter the user account under which the
Name Generator Service will run in the Username box.
You must specify an account with Windows administrative
privileges on the server.
If you are configuring the Name Generator Service on a server
computer on which Microsoft SQL Server 2008 SP3 is installed, the user
account must also be a SQL Server Login that has a system administrator
role in SQL Servers; otherwise, the Name Generator Service will not run.
For information about creating a SQL Server Login and assigning
administrator privileges, see Configure SQL Server 2008 Account for Name
Generator Service.
11. In the Password and Confirm Password fields, enter the password of the
user, and then click Next.
12. Click Nexton the Ready to Install the Application page to begin
installing the Name Generator Service.
A progress bar appears showing the progress of the installation.
13. When the installation is complete, click Finish.
If a "Name Generation service configuration failed. Failed to update
password in the SP3DNameGenerator" error message appears, you must
configure the name generation service manually. For more information,
see Configure the Name Generator Service.
Configure the Name Generator Service

Perform the following steps to verify and, if necessary, manually
configure the SmartPlant 3D Name Generator Service on a computer. This
procedure is only necessary if you received the following error message
during installation of the Name Generator Service:
1. Log on with an account that has administrator privileges.

2. Open the Control Panel, double-click Administrative Tools, and then
double-click Component Services to start the component services MMC
snap-in.
The Component Services window appears as shown in the following
illustration:
3. Expand the Component Services node under the Console Root, and then
expand the Computers and My Computer nodes.
4. Expand the COM+ Applications node.
5. Verify the SP3DNameGenerator icon appears under COM+ Applications.
If it exists, skip to step 14. If it does not exist, perform steps 6-13.
6. Select COM+ Applications under the My Computer node, and then
click Action>New>Application on the horizontal toolbar.
7. Click Nexton the Welcome to the COM Application Install Wizard page.
8. Select Create an empty application on the Install or Create a New
Application page.
9. On the Create an Empty Application page, type SP3DNameGenerator in
the Enter a name for the new application text box.
10. Select Server application as the Activation type, and then click Next.
11. On the Set Application Identity page, enter the user name and password
to set the proper identity under which the COM+ application will run on the
computer, and then click Next.
privileges on the computer.
If you are configuring the Name Generator Service on a computer
on which Microsoft SQL Server 2008 SP3 is installed, the user account must
also be a SQL Server Login that has a system administrator role in SQL
Servers; otherwise, the Name Generator Service will not run. For
information about creating a SQL Server Login and assigning administrator
privileges, see Configure SQL Server 2008 Account for Name Generator
Service.
12. Click Finish to begin the installation.
When the installation is complete, a SP3DNameGenerator node is placed
under COM+ Applications.
13. Next, expand the SP3DNameGenerator node.
14. Expand the Components node. Verify
the NTNameService.UpdateNumber.1 component appears. If it exists, skip
to step 20. If it does not exist, perform steps 15-19.
15. On the horizontal toolbar, click Action > New > Component. The COM
Component Installation Wizard appears.
16. Click Next on the Welcome to the COM Component Install Wizard.
17. Select Install new component(s) and browse for NTNameService.dll.
The 32-bit component .DLL is located in [Product Folder]\
CommonApp\Server\Bin. The 64-bit component .DLL is located in [Product
Folder]\CommonApp\Server\Bin64.
18. Click Next on the Install new components page, and then click Finish to
complete the installation procedure.
*The Component Services window indicates that
the NTNameService.UpdateNumber.1component is installed in the
SP3DNameGenerator Application.
19. Select the SP3DNameGenerator application icon.
20. Click Action > Properties, and then click on the Identity tab.
21. Select the This user: option.
22. Enter the user and password to set the proper identity under which the
COM+ application will run on the computer.
privileges on the computer.
If you are configuring the Name Generator Service on a computer
on which Microsoft SQL Server 2008 SP3 is installed, the user account must
also be a SQL Server Login that has a system administrator role in SQL
Servers; otherwise, the Name Generator Service will not run. For
information about creating a SQL Server Login and assigning administrator
privileges, see Configure SQL Server 2008 Account for Name Generator
Service.
23. Click Apply.
24. Select the Security tab.
25. Under Authorization, clear the Enforce access checks for this
application option if selected. This option is selected by default in Windows
2003 Server, but must be turned off.
26. Click OK to complete the configuration procedure.
Configure the Firewall to Allow DCOM

Communication in Windows 2008 Server
The following procedure presumes that you are using the firewall
delivered by Microsoft with Windows 2008 Server. If you are using third-
party firewall software, please consult that product's documentation.
You must configure the firewall on the Windows 2008 R2 Server computer
as described below for the Name Generator to run:
All RPC Dynamic Ports in the firewall must be open in order for
the Name Generator to communicate with the client computers.
The Name Generator must be able to communicate with the SQL
Server default instance running over TCP and the SQL Server Browser
service.
The firewall can reset itself to its default settings. If you encounter an
error, review your Windows Firewall settings and verify that they are as
outlined in this procedure.
Windows Firewall Instructions for RPC Dynamic Ports

1. Click Start > Control Panel > System and Security > Windows Firewall.
2. In the left panel section, select Advanced settings.
3. In the left panel section, select Inbound Rules.
4. In the right panel section under Actions, click New Rule.
5. Select Port, and then click Next.
6. Select TCP and Specific local ports.
7. Type 135 in the Specific local ports box.
8. Click Next.
9. Select Allow the connection, and then click Next.
10. Verify that Domain, Private, and Public are selected, and then
click Next.
11. In the Name box, type RPC.
12. In the Description box, type Smart 3D Name Generator RPC.
13. Click Finish.
14. Right-click the new RPC rule in the list, and then selectProperties.
15. Select the Protocols and Ports tab.
16. In the Local port option, select RPC Dynamic Ports.
17. Click OK.
18. Restart your computer so that the changes can take effect.
Windows Firewall Instructions for Microsoft SQL Server 2008

8. Click Next.
click Next.
11. In the Name box, type SQL 2008 Instance.
12. In the Description box, type Smart 3D Name Generator SQL 2008
Instance.
13. Click Finish.
16. Select UDP and Specific local ports.
18. Click Next.
click Next.
21. In the Name box, type SQL 2008 Browser.
Browser.
23. Click Finish.
For Clients Instructions for Windows 7

When you install Windows 7 Service Pack 1, all network Microsoft
Distributed Transaction Coordinator transactions are disabled. You must
manually configure MSDTC and enable your distributed scenarios.
Additionally, Windows 7 SP1 enables a firewall by default.
SmartPlant 3D uses the Distributed Transaction Coordinator (DTC) service,
which in turn uses Microsoft Distributed Component Object Model
(DCOM)/Remote Procedure Call (RPC) technology. As a result, you must
manually configure the Windows firewall to allow the DTC service.
SmartPlant 3D Port Assignments

SmartPlant 3D uses the following port assignments:
On Windows 7 and Windows XP systems, to avoid opening each TCP
port address from 1024 through 65536 for Microsoft Distributed
Transaction Coordinator (MSDTC) communications, you can allow
MSDTC to work through the system's firewall. For more information on
allowing MSDTC to work through a firewall, refer to one of the following
links, depending on your system:
Windows XP: http://support.microsoft.com/kb/250367
Windows 7 (for a generic procedure on allowing a program
through the firewall):http://windows.microsoft.com/en-US/windows7/Allow-
a-program-to-communicate-through-Windows-Firewall
Port Number TCP/UDP Communication Comments

135 TCP From workstation to For SmartPlant 3D
server; from server to System
workstation
1024 through TCP From workstation to For SmartPlant 3D
65536 server; from server to (for MSDTC), see
workstation note above about
an alternate
configuration.
Configure Microsoft Distributed Transaction

Coordinator (Vista or Windows 7 Client Only)
The following procedure is only necessary if you are using Microsoft
Windows Vista or Microsoft Windows 7. All network Microsoft Distributed
Transaction Coordinator (MSDTC) transactions are disabled. Use the
following procedure to manually configure MSDTC and re-enable your
distributed scenarios.
1. Click Start > All Programs > Accessories > Run.

2. Type dcomcnfg, and click OK.
3. Under Console Root, expand the Component Services, Computers, My
Computer, and Distributed Transaction Coordinator nodes.
4. If you get a Windows Firewall alert regarding Microsoft Management
Console features being blocked, select Domain networks, such as a
workplace network, and then click Allow access.
5. Under the Distributed Transaction Coordinator node, right-click on Local
DTC and select Properties.
7. In the Security Settings section, enable Network DTC Access.
8. In the Client and Administration section, enable Allow Remote
Clients and Allow Remote Administration options.
9. In the Transaction Manager Communication section, enable the Allow
Inbound, Allow Outbound and No Authentication Required options.
10. Enable the Enable XA Transactions option.
11. In the DTC Logon Account section, verify that NT
AUTHORITY/Network Serviceappears in the Account box.
12. Click OK.
13. Click Yesif you are prompted to stop and restart the MSDTC service.
Verify Startup of Microsoft Distributed

Transaction Coordinator in Vista and Windows
7
1. Click Start > All Programs > Accessories > Run.
2. Type dcomcnfg, and click OK.
3. Double-click Services.
You can also right-click My Computer and select Manage. In
the Computer Management window, expand the Services and
Applications node, and click Services.
4. Locate Distributed Transaction Coordinator in the list of services, and
verify that the Status is set to Started and Startup Type is set to Automatic.
5. If the Distributed Transaction Coordinator service is not started, right-
click on the Distributed Transaction Coordinator service, and
select Properties from the shortcut menu.
6. On the General tab, select Automatic from the Startup type list.
7. In the Service status section, click Start.
8. Click OK.
Configure the Firewall to Allow DCOM

Communication in Windows 7
The following procedure presumes that you are using the firewall
delivered by Microsoft with Windows 7. If you are using third-party firewall
software, please consult that product's documentation.
2. In the left panel section, select Allow a program or feature though
Windows Firewall.
3. In the Allowed Programs dialog box, click Allow another program.
4. In the Add a Program dialog box, click Browse.
5. In the Browse dialog box, type %SYSTEMROOT%\SYSTEM32\
MSDTC.exe in the File name box, and click Open.
6. Click Add.
7. Verify that Distributed Transaction Coordinator has been added to
the Allowed programs and features list.
*Make sure that the File and Printer Sharing option is checked. This
is necessary for Project Management, connection to the site database for the
first time, and submission of Intergraph Batch Services jobs to other
workstations to work properly.
8. Click OK.
The firewall can reset itself to its default settings. If you encounter the
error "Cannot enlist SQL PDS with MSDTC", review your Windows
Firewall settings and verify that they are as outlined in this procedure.
Windows Firewall Instructions for RPC Dynamic Ports

8. Click Next.
click Next.
11. In the Name box, type RPC.
12. In the Description box, type Smart 3D Name Generator RPC.
13. Click Finish.
14. Right-click the new RPC rule in the list, and then selectProperties.
15. Select the Protocols and Ports tab.
16. In the Local port option, select RPC Dynamic Ports.
17. Click OK.
Windows Firewall Instructions for Microsoft SQL Server 2008

8. Click Next.
click Next.
11. In the Name box, type SQL 2008 Instance.
Instance.
13. Click Finish.
16. Select UDP and Specific local ports.
18. Click Next.
click Next.
21. In the Name box, type SQL 2008 Browser.
Browser.
23. Click Finish.
Loading Prerequisite Software on the Client

The following prerequisite software is required in order to install and
use the software on a client computer:
Microsoft .NET Framework 3.5
Microsoft Visual C++ 2008 SP1 Redistributable Package with MFC
Security Update
Microsoft XML 6.0
Microsoft Data Access Components 2.8.1 or higher
Microsoft Office
Adobe Acrobat Reader
SmartPlant License Manager 2010 (V11.0)
Installing Microsoft SQL Server 2008 Client

Because system configurations and individual company standards
vary, use this section as a checklist instead of step-by-step instructions for
Microsoft SQL Server 2008 SP3. Please contact Intergraph Customer
Support for specific configuration questions.
Microsoft SQL Server 2008 SP3 requires XML 6.0 and will
automatically install it as part of the SQL Server 2008 Prerequisite
installation.
There are internationalization considerations concerning the SQL Server
collation settings you specify that relate to reference data, using SmartPlant
Enterprise integrated systems, Global Workshare Configuration, multiple
locales, backup/restore, reports, and upgrading to future releases. Please
contact Intergraph Customer Support for specific configuration questions.
If a XenApp 6.0 local data store (farm) will be used, Microsoft SQL
Server Client must be installed before installing XenApp 6.0.
1. Insert your SQL Server DVD and start the setup program.
2. From the Planning page, select System Configuration Checker to check
for pre-requisite applications as well as identify potential installation
problems.
You may be asked to restart your computer if any pre-requisite
applications were installed.
3. Click Installation and select the New SQL Server stand-alone installation
or add features to an existing installation option.
4. As you go through the installation process, make sure you install
the Setup Support Filesand review any Setup Support Rules that identify
potential problems.
5. When you get to Feature Selection, select the client features that you want
to include:
Client Tools Connectivity
Management Tools - Basic
Management Tools - Complete
SQL Server Books Online
6. When you get to Installation Rules, make sure all operations have passed.
7. From Ready to Install, click Install.
8. When the installation has been completed, review the summary log file for
any problems.
9. Before you use the software, you must register it. See Register SQL Server
2008.
10. Install any required service packs or upgrades for SQL Server 2008.
See Install any Required SQL Server 2008 Upgrades.
Register SQL Server 2008

Before using the Microsoft SQL Server 2008 SP3 software, you must
register the database server with the workstation computer.
1. Open SQL Server Management Studio and click View >Registered

Servers. Registered Servers appear in the left tree view.
2. In the tree view, right-click Database Engine, and select New >Server
Registration in the shortcut menu. The New Server Registration dialog box
appears.
3. On the General tab, enter or select the name of the server you want to
register.
4. Click Save.
If you intend to use the server computer in a Global Workshare
Configuration, register the server with a fully qualified domain. For
example, a server on the INGRPPO domain named WORKFLOW5 must be
registered as WORKFLOW5.INGRPPO.COM. For more information about
using Workshare, see the Project Management User's Guide, available
from Help >Printable Guides in the software.
5. Exit Management Studio.
Install Smart 3D Client Software

Prior to installing SmartPlant 3D on a workstation computer, verify
that the workstation computer meets the required hardware and software
requirements and that all prerequisite software has been installed. For more
information about hardware and software requirements, see SmartPlant 3D
Workstation Recommendations in the SmartPlant 3D Installation Guide.
For more information about the prerequisite software, see Loading
Prerequisite Software on the Client.
If you have an older version of SmartPlant 3D software installed on
your computer, uninstall it before loading the new software. For more
information, see Remove Smart 3D Software in the SmartPlant 3D
Installation Guide.
Approximately 1.5 GB of hard disk space is required to perform a
default setup of the software. Alternative installation configurations have
other hard disk space requirements. Prior to installing SmartPlant 3D on a
workstation computer, select and size the hard disk partitions accordingly.
For additional information, see Disk Partitioning Guidelines in
the SmartPlant 3D Installation Guide.
You must have administrator privileges on the computer to install the
software. If you are installing on Windows Vista or Windows 7, use the Run
as Administrator option.
If you have not already installed and configured SmartPlant License
Manager on your computer, we recommend doing so before installing
SmartPlant 3D.
SmartPlant 3D requires the SmartPlant License Manager software
for concurrent licensing for both the core SmartPlant 3D product and for
each module. This licensing software is delivered on its own CD that comes
with your Smart 3D DVD. For more information about using and
configuring concurrent licensing, see the SmartPlant License Manager
Installation and User's Guide (SPLMInstall_UserGuide.pdf).
1. Insert the Intergraph Smart 3D DVD. If the DVD does not start

automatically, double-click Setup.exe in the root folder of the DVD.
2. Click Smart 3D Installation.
3. Click Nexton the Welcome to the Smart 3D Installation Wizard page.
Because the current version of SmartPlant 3D supports both SQL
Server and Oracle databases, the setup checks the computer to verify that
the correct version of the database client software is installed. If the
software determines that Oracle Client is not installed (for example, if you
are using the software with SQL Server databases), the software displays the
following message:
If you are planning to use the software with SQL Server databases,
click Yes to continue installing SmartPlant 3D. If you are planning to use
the software with Oracle databases, click No to exit the Smart 3D setup and
install the Oracle client software.
4. On the User Information page, enter information in the Full
Name, Organization, and Serial number boxes. The serial number sticker is
located on the CD package.
The serial number is used for product identification only. A license
key is required to run SmartPlant 3D. For more information about
installing and using SmartPlant License Manager, see the SmartPlant
License Manager Installation and User's
Guide(SPLMInstall_UserGuide.pdf).
5. Click Next.
list, and click Display to view the license agreement.
must have Acrobat Reader installed on the client computer in order to view
the license agreement. If the software detects that Acrobat Reader is not
installed, a message box appears. To install Acrobat Reader (from
the Intergraph Smart 3D DVD) and continue with the installation, click Yes.
If you click No on the message box, the setup process immediately stops
without installing the client software.
click Yeson the Software License Agreement page to accept the terms.
8. On the Destination Folder page, click Browse and select the folder
location for the client software. Then click OK.
9. On the Select Features page, select the features that you want to install.
For example, if you want to be able to create databases in SmartPlant 3D,
click the Project Management and SmartPlant 3D Server
Connectivity options, and select Will be installed on local hard drive.
Before adding and removing features from the setup, review the
dependencies that can exist between one feature and another.
10. Click Next.
11. On the Ready to Install the Application page, verify the installation
summary. Click Backto return to any previous pages and make changes.
12. Click Next to begin installing client software.
13. Click Finish to exit the installation sequence.
Additional Information
During the setup, the %temp% value is defined as the user %temp%
of the person who runs the setup. In Windows, each user's C:\Documents
and Settings\username\Local Settings\Temp is protected from other
Windows users. Consequently, you must set the system environment variable
TEMP value to a folder location where everyone has write access (that is,
C:\Temp). For more information about editing system variables, see the MS
Windows online documentation.
If you installed the Piping Specification Remote Access Server feature
during the setup, you must verify that the COM+ application is installed and
configured on the administrator computer. For more information,
see Configure the Piping Specification Remote Access Server Service (Vista
and Windows 7) in the SmartPlant 3D Installation Guide.
You can install the Database Interference Detection Service on a
different computer. The Database Interference Detection Service requires
that the optional Project Managementand SmartPlant 3D Server
Connectivity options be delivered. For more information, see Install
Database Interference Detection Service in the SmartPlant 3D Installation
Guide.
Install Service Packs

Service Packs contain fixes for known application issues. You should
install only those service packs that contain fixes that you need or if you are
instructed to do so by Intergraph Support. Service pack installations contain
only those parts of the application that have changed, and therefore, must be
installed "on top" of a regular installation.
You must have administrative privileges on the computer to install the
service pack. If you are running Windows Vista, you can use the Run as
Administrator option.
1. Exit all other applications running on your computer.

2. Double-click the service pack's setup.exe file.
3. If you are installing the service pack on the reference data server,
select Reference Data Service Pack X Installation.
-OR-
If you are installing the service pack on a client workstation, select Service
Pack X Installation.
4. Click OK on the exit programs message.
5. Click Install.
6. If you want to create an uninstall program, click Yes. Otherwise, click No.
If you choose not to create an uninstall program, you must remove the
entire application to remove the service pack changes.
7. Click OK to confirm the installation folder. This folder should be the
same folder where you installed the regular installation.
You will see WinZip Self-Extractor windows appear as the service
pack installs.
Install PDS Data Access

Locate the Schema File
1. Log on with a user account that has administrator privileges.
2. Install RIS if you have not already done so.
3. Click Start > All Programs > RISX.X > RIS Schema Manager.
4. In the RIS Schema Manager dialog box, click Schema File.
5. In the Schema File dialog box, click Locate Schema File.
6. Define the location of your PDS project schema file.
7. Click Apply.
8. Click Close.
Configure the Plant Design System Environment (PD_Shell)

2. Install PD_Shell if you have not already done so.
3. Click Start > All Programs > PD_Shell > PDS Configure.
4. Click Modify.
5. Type the Proj_File information for the PDS project.
6. Type the Proj_Addr information for the PDS project.
7. Click Continue.
8. Click OK.
Create Batch Queues

2. Install Batch Services if you have not already done so.
3. Click Start > All Programs > PD_Shell > PDS Queue.
4. Create a batch queue for PD_Shell.
Verify Access to the Project in PD_Shell

1. Click Start > All Programs > PD_Shell > PD_Shell.
2. Verify that the PDS project that you want to reference displays in the
PD_Shell environment. If it is not available in the PD_Shell environment,
you will not be able to reference it.
Install PDS Data Access

2. Insert the Intergraph Smart 3D Product DVD.
If the setup does not start automatically, double-click Setup.exe in the
root folder of the DVD.
3. Select Prerequisite Software.
4. Select PDS Data Access Installation.
5. Click Continue on the Welcome page.
6. Click OK when the installation is complete.
Install Smart 3D PDS Project Translators

The Smart 3D PDS Project Translators component is a separately
licensed product. Before attempting to install the component, please
contact Intergraph Support(http://www.intergraph.com/support) for
licensing information.
1. Log on to the computer with a user account that has administrator

privileges.
3. In the Smart 3D Installation wizard, click Data Converters.
4. Click Smart 3D PDS Project Translators Installation.
5. Click Nexton the Welcome to the Smart 3D Project Translators
Installation Wizard page.
Name, Organization, and Serial number boxes. The serial number sticker is
located on the DVD jewel case.
7. Click Next.
must have Acrobat Reader installed on the client computer in order to view
the license agreement. You can install Acrobat Reader from the Adobe web
site, www.adobe.com.
10. On the Ready to Install the Application page, verify the installation
summary. Click Backto return to any previous install pages and make
changes.
11. Click Next to begin installing the software.
For more information about exporting PDS model data into the
software, see the Common User's Guide available with the Help > Printable
Guides command in the software.
Integrating with SmartPlant P&ID

Enable Network Access in Windows Server 2008
The following procedures for enabling network access are required
only if you are using Windows Server 2008 R2 (64-bit) on the computer.
Enable COM+ Network Access

3. On the Roles page in Server Manager, click Add Roles.
The Add Roles Wizard opens.
4. Ensure that you have completed the preceding steps listed on the Before
You Begin page, and click Next.
5. On the Select Server Roles page, select Application Server and click Next.
If the server finds any of the required features for Application Server
are missing, a prompt is displayed informing you to install those features.
Click Add Required Features to allow the server to install them
automatically.
6. On the Application Server page, click Next.
click Next.
8. Confirm your installation selections and click Install.
9. After the installation is complete, click Close to exit the wizard.
If Application Server is already enabled on Windows Server 2008,
follow these steps to enable COM+ Network Access:
12. Click Roles >Application Server.
13. In the Role Services section, click Add Role Services.
click Install.
Enable Network DTC Access

3. Right-click Local DTC and select Properties.
4. In the Security tab of the Local DTC Properties dialog box,
enable Network DTC Access, and click OK.
6. Click Yesafter the MSDTC service is restarted.
If you have additional resource manager services that participate in

the distributed transactions, you must stop and restart those services as well.
Configure the Piping Specification Remote

Access Server Service (Vista and Windows 7)
1. Click Start >All Programs >Accessories >Run.
2. Type dcomcnfg, and click OK. The Component Services window appears
as shown in the following illustration:
3. Expand the Component Services node under the Console Root, and then
expand the Computer and My Computer nodes.
4. Expand the COM+ Applications node.
5. Verify the SP3DPipingSpecRemoteAccessServer icon appears under
COM+ Applications. If it exists, skip to step 17. If it does not exist, perform
steps 6-14 to install and configure the COM+ application.
6. Select COM+ Applications under the My Computer node, and then
click Action >New>Application on the horizontal toolbar. The COM+
Application Install Wizard displays.
7. Click Nexton the Welcome to the COM Application Install Wizard page.
8. Select Create an empty application on the Install or Create a New
Application page.
9. On the Create an Empty Application page,
type SP3DPipingSpecRemoteAccessServer in the Enter a name for the new
application text box.
10. Select Server application in the Activation type field, and then
click Next.
11. On the Set Application Identity page, verify that This user is selected,
and enter user name and password to set the proper identity under which the
COM+ application will run on the computer.
You must specify an account with Windows administrative privileges
on the computer.
12. Click Next.
13. Select CreatorOwner on the Add Application Roles page, and
click Next.
14. On the Add Users to Roles page, add any additional users that may need
access to this application, and click Next.
15. Click Finish to begin the installation.
When the installation is complete,
a SP3DPipingSpecRemoteAccessServer node is placed under COM+
Applications.
16. In the left tree view, right-
click SP3DPipingSpecRemoteAccessServer and select Properties.
17. On the Advanced tab of the SP3DPipingSpecRemoteAccessServer dialog
box, select Enable idle shutdown and change the Minutes value to 0.
18. On the Security tab, disable Enforce access checks for this
application and click OK.
19. Next, expand the SP3DPipingSpecRemoteAccessServer and
the Components nodes.
20. Under the Components node, verify that
the SP3DRefDataMiddleTierService.RefdataMiddle.1 component appears.
If it does exist, you are finished with this procedure. If it does not exist,
perform steps 21-25.
21. On the horizontal toolbar, click Action >New >Component. The COM
Component Installation Wizard appears.
22. Click Next on the Welcome to the COM Component Install Wizard.
23. On the Import or Install a Component page, select Install new
component(s) and browse for SP3DRefDataMiddleTierService.dll.
The component SP3DRefDataMiddleTierService.dll is located in
[Product Folder]\RefData\Middle\Bin.
24. Click Next on the Install new components page, then click Finish to
complete the installation procedure.
25. The Component Services window shows
the SP3DRefDataMiddleTierService.RefdataMiddle.1 component installed
in the SP3DPipingSpecRemoteAccessServer application.
File Server Sizing

You will need a computer to act as a file server with enough disk
space for symbols and files. This computer does not need to be a high end-
server, but should meet the minimum hardware requirements for a client
computer. See SmartPlant 3D Workstation Recommendations for these
requirements.
Register the Site Database for P&ID Access

Before you complete the steps in this procedure, you must install the
SP3D Piping Specification Remote Access Server service and configure the
COM+ application. For more information, see Install Smart 3D Client
Software.
You must have administrator privileges on the computer in order to
perform this installation procedure.
1. Click Start >Run, and then click Browse in the Run dialog box.

2. Navigate to [Product Folder]\RefData\Tools\Bin\
SetSiteForPIDAccess.exe, and click OK.
3. Click OK in the Run dialog box.
4. In the Set Site Database for Piping Spec Remote Access dialog box, enter
the SmartPlant 3D Site and Site schema database names and servers in the
appropriate fields.
5. Click OK.
In order to use SmartPlant 3D Piping Specification Remote Access

you must perform additional installation and configuration on the
computers running SmartPlant P&ID. See the
Installing SmartPlant 3D Piping Specification Remote Access Client section
in the SmartPlant P&ID Installation and Upgrade Guide for more
information about installing the SmartPlant 3D Piping Specification
Remote Access Client. Also, see the Piping Specification Utility section in
the SmartPlant P&ID Utilities Guide for additional configuration
information.
The "server" used by the SmartPlant 3D Piping Specification
Remote Access Client and the SP3D P&ID Client Tester application is the
computer on which the SmartPlant 3D Piping Specification Remote Access
Server COM+ application has been installed and configured. This server
can be different from the database server on which the Site database server
and Site schema server reside.
Integrating with SmartPlant Reference Data

If you plan to integrate with SmartPlant Reference Data (SPRD), you
will need to install the SmartPlant Reference Data Client. SmartPlant
Reference Data (SPRD) is licensed separately from SmartPlant 3D and is
delivered on separate media.
Less than a megabyte of hard disk space is required to load the
SmartPlant Reference Data Client software.
1. Insert the SmartPlant Reference Data delivery media. If the setup does
not start automatically, double-click Browser.exe in the root folder.
2. Click SmartPlant Reference Data (.NET) Installation on the SmartPlant
Enterprise Materials page.
3. Click SmartPlant Reference Data (.NET) Client Installation on
the SmartPlant Enterprise Reference Data page.
SmartPlant Reference Data Client installs.
4. After the installation is complete, you must enter your login credentials
for SmartPlant Reference Data Client.
5. You can either use an existing login from the Current Logins tab, or you
can create a new login from the New Login tab.
For more information, see the SmartPlant Reference Data
Installation Guide (.NET)available on the SmartPlant Enterprise Reference
Data installation page.
Viewing 3D Model Data

You can output 3D model data as SmartPlant Review files or CAD
(SAT) files through the Drawings and Reports task. In order to use this
functionality, you must install the SmartPlant Schema Component on the
local workstation computer. For more information on installing this
component, see Install SmartPlant Schema Component.
For more information on creating 3D model data, see
the Orthographic Drawings User's Guide available from Help > Printable
Guides in the software.
Install SmartPlant Schema Component

The SmartPlant Schema Component allows you to save your 3D
model data as a graphics file in VUE format (.vue) in the Drawings and
Reports task so that it can be viewed using SmartPlant Review. For more
information on creating 3D model data output, see the Orthographic
Drawings User's Guide available from Help > Printable Guides command in
the software.
Before you install the SmartPlant Schema Component, you must use
log on to the workstation computer with a user account that has
administrator privileges.
1. Insert the Intergraph SmartPlant 3D Product CD.

If the CD does not start automatically, double-click Setup.exe in the root
folder of the CD.
2. Select Prerequisite Software.
3. Select SmartPlant Schema Component Installation.
4. Click Nexton the Welcome to SmartPlant Schema Component
Setup page.
5. Click Nexton the Select Optional Features page.
6. On the Select Program Folder page, click Nextto begin installing the
schema component.
7. Click Finish when installation completes.
Using Programming Resources

The Programming Resources component provides developers with the
tools necessary to customize the software by creating custom commands or
custom programs. Before attempting to create commands or programs, you
should be very familiar with SmartPlant 3D interactively and understand its
basic concepts of Projects, engineering, architecture, concurrency, and
datastores, including the following:
Microsoft Visual Basic (6.0 or later) at an advanced level,

developing client and server systems and interfaces, and using Automation
(C++ is not a requirement). Although any COM-compliant development
platform can be used to interact with the software, Visual Basic is the
preferred language because of its simplicity.
Unified Modeling Language® (UML)®. UML is a popular method
used to represent object-oriented data models. A brief overview of UML
describes its relationship to the SmartPlant 3D data model.
Basic understanding of SmartPlant 3D functionality. If you want to
develop a command that performs placement of a vessel, you need to
understand how to place the vessel interactively by using the software.
Architecture. SmartPlant 3D software has an architecture that is
component-oriented and built on three tiers.
Basic understanding of relational databases. Making the software
task-oriented, SmartPlant 3D uses one datastore.
Engineering and project knowledge.
The default installation of the Programming Resources component
includes online documentation, sample code, and installation wizards that
add tools to Visual Basic menus to help make commands. The following
features are available with the Programming Resources component:
Command Wizard - Provides tools and methods for a new Visual
Basic project and build a basic command based on those selected
requirements.
For more specific information about creating commands using the
SmartPlant 3D application programming interface (API),
contact Intergraph Support(http://www.intergraph.com/support).
Symbol Wizard - Creates and customizes three-dimensional symbols
that fit your company or project. The wizard produces a Visual Basic project
for building the symbol ports and graphics, and generates an Excel
workbook for bulk loading the symbol data into the Catalog database.
Included with the Symbol Wizard, is a Visual Basic add-in called the
Equipment Symbol Upgrade Wizard. This wizard allows you to upgrade
SmartPlant 3D version 5.0 Equipment symbols to Smart Occurrence-based
equipment symbols.
References Helper - Locates and references type libraries quickly
and easily. The ability to reference a type library with this tool saves
valuable time otherwise required when searching via Project >
References in your Visual Basic project.
Programming Help - Installs the Programming Help online
documentation on the local computer.
Example Code - Provides source code necessary for creating
custom Visual Basic commands for SmartPlant 3D.
Debug Code for Task Host - Runs your SmartPlant 3D Visual
Basic project in debug mode.
.NET Programming - Installs .NET programming help and
examples.
In order to register and display the .NET documentation delivered
with .NET Programming, you must have the Microsoft Document Explorer
installed. This module is automatically installed when you install any
version of Visual Studio.
3D Schema Browser - Displays the metadata and the relationships
in the software.
For information about installing the Programming Resources

component, see Install Programming Resources.
Install Programming Resources

Before installing the Programming Resources component, verify that
the SmartPlant 3D software is installed on the workstation computer. For
specific installation guidelines, see Install Smart 3D Client Software.
Approximately 270 MB of hard disk space is required to perform a
complete installation of the Programming Resources component. Before
proceeding, verify that enough disk space is available on the workstation
computer.
Several of the tools delivered with the Programming Resources
component operate within the Visual Basic environment as an add-in;
consequently, Microsoft Visual Basic 6.0 with Visual Studio Service Pack 5
is required to execute these tools.

If the installation does not start automatically, double-
click setup.exe in the main DVD folder.
2. Select Smart 3D Programming Resources Installation.
3. On the Welcome to the Intergraph Smart 3D Programming Resources
Installation Wizardpage, click Next.
Name and Organization boxes, and then click Next.
must have Acrobat Reader installed on the workstation computer to view the
license agreement. If the software detects that Acrobat Reader is not
Installed, a message box appears. To install Acrobat Reader, visit the Adobe
web site, www.adobe.com.
6. Carefully read the license agreement. Close the PDF document and
7. On the Select Features page, select the features you want to install.
8. Click Browse and select the folder location for the selected features, and
then click OK.
9. Click Next.
10. On the Ready to Install the Application page, click Next.
11. When installation is complete, click Finish.
During installation of the Programming Resources component, the

References Helper feature (if selected in step 7) is registered on the local
computer and can be accessed via the Add-Ins > Add- In
Manager command in the Visual Basic application.
In order to register and display the .NET documentation delivered
with .NET Programming, you must have the Microsoft Document Explorer
installed. This module is automatically installed when you install any
version of Visual Studio.
If you select the 3D Schema Browser feature in step 7, the software
delivers it to [Product Folder]:\SmartPlant\3D\Programming\Tools\Bin.
The online documentation for Programming Resources can be
accessed via Start > Programs > Intergraph SmartPlant 3D > Programming
Help.
For information about accessing the sample code,
contact Intergraph Support(http://www.intergraph.com/support).
Install the SmartPlant 3D Command Wizard

The SmartPlant 3D Command Wizard is available only as a feature
with the Programming Resources component. For more information about
Programming Resources, see Using Programming Resources.
To install the wizard, you must have administrator privileges on the
client computer.
1. On a workstation computer, double-

click SP3DCommandWizardV2.EXE in the [Product Folder:\SmartPlant\
3D\Programming\Tools\CommandWizard folder.
2. On the Welcome page, click Next.
3. On the Destination Folder page, click Next to install the SmartPlant 3D
Command Wizard in the default installation folder.
Click Browse to navigate to another installation location and then
click OK.
4. On the Ready to Install the Application page, click Next.
5. After the wizard has successfully installed, click Finish.
During installation, the software registers the Command Wizard on

the client computer. The wizard can be accessed from the Add-Ins menu in
the Visual Basic application.
Install the SmartPlant 3D Symbol/Part

Definition Wizard
The SmartPlant 3D Symbol/Part Definition Wizard is available only
as a feature with the Programming Resources component. For more
information about Programming Resources, see Using Programming
Resources.
To install the wizard, you must have administrator privileges on the
client computer.
1. On a workstation computer, double-click setup.exe in the folder [Product
Folder:\SmartPlant\3D\Programming\Tools\SymbolWizard.
2. On the SmartPlant 3D Part Definition Wizard Setup page, click OK.
3. If the default installation folder is acceptable, click the installation button.
Otherwise, click Change Directory, browse to another installation folder,
and click OK.
4. Click OK after the wizard has successfully installed.
During installation, the software registers the wizard on the client

computer. The wizard can be accessed from the Add-Ins menu in the Visual
Basic application.
A Visual Basic add-in called the Equipment Symbol Upgrade
Wizard is also delivered during installation of the SmartPlant 3D
Symbol/Part Definition Wizard. The Equipment Symbol Upgrade Wizard
allows you to upgrade SmartPlant 3D version 5.0 Equipment symbols to
Smart Occurrence-based Equipment symbols. For more information about
registering and launching the Equipment Symbol Upgrade Wizard, see
the SmartPlant 3D/SmartMarine 3D Programmer's Guide available
from Help > Printable Guides in the software.
Configuring the Databases

Create the Site, Catalog, and Schema
Databases for SQL
This procedure is for Microsoft SQL Server 2008 SP3 databases. Site
and Catalog database creation requires that you install the Project
Management and SmartPlant 3D Server Connectivity components.
You must have the appropriate server components from Microsoft
SQL Server installed on the server computer in order to create the
databases. The user login used to create the databases must be part of the
Administrators group on the local computer and the database server. Other
users do not need to be part of the Administrators group on the local
computer in order to run the product.
1. Open the Database Wizard.

2. Select Create a new site, and then click Next.
3. On the Create Site Database and Schema page, select MSSQL from
the Database type list.
4. Next, select the name of the server in the Site database server list on
which your Site database will reside.
Only registered SQL Servers appear in the Site database server list.
5. Enter the name of your Site database in the Site database name text box.
Include the type of database in the name you type. For example,
type Model1SiteDB.
When you name the Site database, the Site schema server and Site
schema name default to match the Site database server and name.
6. Enter the workshare location for the Site database in the Site database
workshare locationtext box. You can use any string that represents your
physical location.
This location is the location of the host Site database and is required
even if the host is not going to be replicated for worksharing purposes.
During generation of the Site database, the software creates a location
object and associates it with the Site database.
7. Enter a name rule ID in the Name rule ID text box. By default, the
software leaves this field blank. You can enter any string identifier, numeric
or alpha.
The Name Generator Service that runs on the server computer you
specify in the Name generator server for site box (step 8) supplies unique
names to items placed in the Plant (Model database). In a replicated
configuration, there are multiple servers and multiple instances of the Name
Generator Service running at each location; consequently, there is no way
to ensure unique and sequential naming of placed objects. The value
entered in theName rule ID text box functions as a substring (an internal ID
number) that represents the location at which an item is placed into the
replicated model.
8. Enter the name of the server computer on which the Name Generator
Service is configured in the Name generator server for site box.
A name server must be a valid computer running on the Windows
domain and one that has been properly configured to run as a name server.
9. Use the default paths for the site database files in the Physical
database and Log file boxes.
10. Select the button to the right of the Template file to be used to create site
schema text box and browse for the name of the template file
(AppRepos.dat) the software uses when creating your Site schema database.
The location of the file is on the server computer in [Product Folder]\
DatabaseTemplates.
11. Click Next.
12. On the Catalog Database and Schema page, select the name of the
server in the Catalog database server list on which your Catalog database
will reside.
The option control at the top of the page allows you either to create
a new Catalog database by restoring a backup or to use an existing Catalog
database. If you choose to create a new Catalog database using
the Restore option, the wizard will restore the .DAT file specified in
the Template file to be used to create the Catalog database and schema field.
The software delivers one selection for this field, CatalogDB.dat. The
default is to Restore catalog from backup. If you select Use existing catalog,
then no further options are available.
If you intend to create a custom catalog, select the Use existing
catalog and use the Bulkload utility delivered with the product. Alternately,
you can customize your catalog data using the Catalog task.
13. Enter the name of your catalog database in the Catalog database
name box. This step also automatically populates the name of your Catalog
schema database in the Catalog schema name text box.
14. Use the default paths for the catalog database files in the Physical
database and Log fileboxes.
15. Select the ellipsis button to the right of the Symbol and custom program
file folder box, and browse for and select the SharedContent share on the
SmartPlant 3D reference data computer.
The SharedContent share is created automatically on the reference
data computer during the SmartPlant 3D Reference Data installation.
The path in the Symbol and custom program file folder box must be
a UNC path. To obtain a UNC path, click the ellipsis button and browse
under My Network Places, not under My Computer.
16. Select the ellipsis button to the right of the Template file to be used to
create catalog database and schema text box and browse for the name of the
template file (CatalogDB.dat) you want the software to use when creating
your Catalog and schema databases. The location of the file is on the
database server computer in [Reference Data Product Folder]\
DatabaseTemplates.
If you are installing the Materials Handling software, the path for the MHE
catalog is [ReferenceData]\MaterialsHandling\DatabaseTemplates.
17. Click Next.
18. On the Ready to Create Databases page, click Create DB to create your
databases.
19. When the Database Wizard displays the database names that you
entered, click Finish.
You must name the databases with unique entries.
Create the Model and Reports Databases for

SQL
Model and Reports database creation requires that the Project
Management and SmartPlant 3D Server Connectivity options be installed.
1. Open the Project Management task.

2. Click the Plant icon in the Project Management tree view, and then
click Database > New > Plant.
3. On the General tab of the New Plant dialog box, select the Value cell in
the Name row, and enter a model name, such as Model1.
4. In the Value cell in the Description row, enter a description, such
as Model Number 1.
5. In the Value cell in the Site row, enter a site description, such
as Huntsville.
6. In the Value cell in the Owner row, enter an owner description, such
as XYZ Group.
7. On the Databases tab, click in the cell under Type, and select Catalog in
the list.
8. Click in the DB Provider cell for the Catalog database, and
select MSSQL from the list.
9. Click in the Server cell for the Catalog database, and select the server on
which the Catalog database resides.
10. Click in the Name cell for the Catalog database, and select the Catalog
database name that you created earlier.
11. In the second row, click the cell in the Type column, and select Model in
the list. The software automatically populates the Name field with the name
of the new Model database.
12. Click in the DB Provider cell for the Model database, and
13. Click in the Server cell for the Model database, and select the server on
which the Model database will reside.
14. In the third row, click the cell in the Type column, and select Reports in
the list. The software automatically populates the Name field with the name
of the new Reports database.
15. Click in the DB Provider cell for the Reports database, and
16. Click in the Server cell for the Reports database, and select the server on
which the Reports database will reside.
17. In the Name generator server for model box, specify the server on which
the Name Generator Service is installed.
A name server must be a valid computer running on the Windows
domain and one that has been properly configured to run as a name server.
For more information about installing and configuring the Name Generator
service, see the Installing the Name Generator Service.
18. Specify the path for location of the model database files in the Physical
database and Log file boxes.
19. Click OK on the New Plant dialog box. Wait for the process to complete.
Icons for the new Plant and its associated Catalog database appear in the
tree view of the Project Management task.
Reports databases do not appear in the tree view of the Plant

hierarchy. Reports database information can only be accessed via
the Database tab of the Plant Propertiesdialog box. Right-click a Plant and
select Properties on the short-cut menu to display the Plant
Properties dialog box.
The Reports and Reports schema database are created

automatically during the Plant generation process.
After creating the Plant, you can open the software on a
workstation computer and begin designing the Plant.
During the Plant (Model database) creation process, you can
specify the location for the physical database files when the Plant is created.
Assign Access Permissions

Perform the following steps on the database server computer.
1. Open Microsoft SQL Server Management Studio and expand the list for
your database server in the left tree view.
2. Expand the list under Security in the left tree view.
3. In the left pane, right-click Logins.
4. Select New Login from the shortcut menu.
5. On the Login - New dialog box, enter the user account you want to be
assigned administrative privileges in the Login name text box. For example,
type AdminUser1.
6. Select Server Roles under the Select a page heading to display the Server
Roles list.
7. In the Server Roles list, select the sysadmin and dbcreator check boxes.
Standard SmartPlant 3D users need dbcreator access. Administrators
need both sysadmin and dbcreator access.
8. Select User Mappingunder the Select a page heading to display the Users
mapped to this Login list.
9. Select the Map check box for one of the seven databases created
previously, and then select db_owner and public as the database roles on
the Database role membership for list.
10. Repeat the procedure for each of the remaining six databases.
11. Click OK.
You can repeat steps 2-11 for each additional user/group for whom
you want to assign access permissions to the databases.
12. In the left tree view, select Logins to display the various logins you have
created.
13. In the right list view, right click the SQL Server 2008 login you created
in the Configure SQL Server 2008 Account for Name Generator
Service procedure, and select Properties.
14. On the Users mapped to this Login list, select the Map check box for one
of the seven databases created previously, and then
select db_owner and public as the database roles in the Database role
membership for list.
15. Repeat the procedure for each of the remaining six databases.
16. Click OK.
Server-Based Interference
Checking (Database Detect)
What do you want to do?
Install Database Interference Detection Service
Configure Interference Service Properties
Start the Database Interference Detection Service
Set IFC Permission Requirements
Create IFC Permission Group Folder and Permission Group
Set IFC Permissions
Check Database Interferences
Install Database Interference Detection

Service
Prior to installing the Database Interference Detection Service on a
computer, verify that all prerequisite software has been installed. If you
have an older version of the Database Interference Detection Service
installed on your computer, remove it before loading the new software.
You must have administrator privileges on the computer to install the
software.

2. Select Smart 3D Installation.
3. Click Nexton the Welcome to the Smart 3D Installation Wizard page.
Name and Organizationboxes.
5. Click Next.
must have Acrobat Reader installed on the computer in order to view the
license agreement. If the software detects that Acrobat Reader is not
installed, a message box appears.
8. On the Select Features page, click Browse and select the folder location
for the software, and click OK.
If you install the Database Interference Detection Service on a
computer on which the Smart 3D Reference Data software is also installed,
they must be installed in two separate folders.
9. On the Select Features page, in addition to the default options that are to
be delivered, set the following options to Will be installed on local hard
drive: Project Management, SmartPlant 3D Server Connectivity, and
Database Interference Detection Service.
10. Click Next.
11. Click Nexton the Custom Documentation page.
12. Click Nexton the Start Copying Files page to begin installing the
software.
During the setup, the %temp% value is defined as the user %temp%
of the person who runs the setup. In Windows, each user's C:\Documents
and Settings\username\Local Settings\Temp is protected from other
Windows users. Consequently, you must set the system environment variable
TEMP value to a folder location where everyone has write access (e.g. C:\
Temp). For more information about editing system variables, see the
Windows on-line documentation (click Start > Help from the Windows task
bar).
If you plan to check interferences with a referenced PDS ® project,
you must install and configure the PDS Data Access component (with all
prerequisites) on the IFC database detection server. For more information,
see the SmartPlant 3D Plant Design System (PDS) Guide.
Configure Interference Service Properties

> Configure Interference Service.
2. In the Configure Interference Service dialog box, select the Site and Site
schema databases connection information on which the Interference service
will run.
3. Click OK.
Start the Database Interference Detection

Service
Prior to starting the Database Interference Detection Service, you
must configure its properties. For more information, see Configure
Interference Service Properties.
1. Log on with Administrative privileges to the computer where you have

installed the Project Management task and Database Interference Detection
Service option.
2. Open the Control Panel and double-click Administrative Tools.
3. In the Administrative Tools window, double-click Services.
4. Right-click the SmartPlant 3D Interference Detection Service, and
select Properties from the shortcut menu.
5. On the Log On tab, enable the This account option, and then type the user
name that has Administrative privileges.
This version of the software does not support the Local System
account option.
6. In the Password and Confirm password boxes, enter the password for the
user account.
7. On the Recovery tab, set the options as required.
8. On the General tab, verify that the Startup type is set to Automatic.
9. In the Service status section, click Start.
10. Click OK.
If clashes between the Point Cloud and the SmartPlant 3D objects
are selected to check for interferences, then the SmartPlant 3D Interference
Detection Service should be started from the command prompt. From the
command prompt, navigate to install\Foul Check\Middle\bin and then
type IFCNtSvc.exe /Auto/0 and press Enter.
Errors that are encountered during startup of the Database
Interference Detection service are logged to the Event Viewer Application
Log with the source name IfcNtSvc.
Set IFC Permission Requirements

You must install the Database Interference Detection Service option
in order to monitor interferences. For more information about installing
and configuring this service, see the SmartPlant 3D Installation Guide
available from Help > Printable Guides.
The user account running the IFC Windows service must have at
least Read access to the SharedContent folder. Otherwise, IFC generates a
bad part marker with clashes against structural fireproofing.
An Interference Detection Service icon is placed under the Plant node in the
Project Management tree. After the proper access permissions are
configured, you can start and stop the Database Detect process from any
computer on which the Project Management task is installed.
The SmartPlant 3D database hierarchy is comprised of a Plant that
consists of the Model and Catalog databases. For the IFC Database
Detection process to run correctly, permissions must be set on the Plant and
Plant permission groups according to the following guidelines:
Log on privileges for the IFC Administrator include:

Read access on the Plant (Model database) at a minimum
Full Control permissions or access on a minimum of one
permission group
In the Project Management task, create a new permission group folder and
permission group under the Plant icon to store the IFC results. For
example, type IFC Permission Group Folder and IFC Permission Group in
the New Permission Group Folder and New Permission Group dialog boxes,
respectively. For more information, refer to Create IFC Permission Group
Folder and Permission Group.
Read access on all other Plant (Model database) permission groups
at a minimum.
Create IFC Permission Group Folder and

Permission Group
1. Log on with administrative privileges to the computer where you have
Service option.
2. In the Project Management tree view, navigate to the Plants icon on the
tree view.
3. Expand the Plants folder.
4. Right-click on a Plant under the Plants folder.
5. On the shortcut menu, select New Permission Group Folder.
6. Type IFC Permission Group Folder for the name of the new permission
group folder.
7. Click OK to close the New Permission Group Folder dialog box.
8. In the tree view, navigate to the IFC Permission Group Folder icon on the
tree view.
9. Right-click IFC Permission Group Folder.
10. On the shortcut menu, select New Permission Group.
11. Type IFC Permission Group for the name of the new permission group.
12. Click OK to close the New Permission Group dialog box.
After the IFC permission group is created, you must assign the proper
access permissions. For more information, see Set IFC Permissions.
Set IFC Permissions

1. Log on with administrative privileges to the computer where you have
Service option.
2. In the Project Management tree, navigate to the IFC Permission
Group icon on the tree view.
3. Right-click IFC Permission Group.
4. Select Permissions.
5. On the Access Permissions dialog box click Add.
6. In the Add names grid, double- click in the User cell, type the domain and
name of the user or group that you want to add.
You can also click Add and search for users using the Select Users
and Groupsdialog box. This is a common Windows dialog box. For
information regarding the options in this dialog box, see your Windows
documentation.
To remove a user or group from the Add names grid, select the
appropriate row and click Remove.
In the Type of access list, select the type of access you want to assign.
The software automatically updates the associated row in the Add
names grid.
7. Click OK.
8. Click OK again to close the Access Permissions dialog box.
Check Database Interferences

Before performing the following procedure, you must first manually
configure the Interference Detection Service on the computer where the
service is installed.
1. In the Project Management tree, right-click the Interference Server icon

under the Plant for which you want to start Database Detect. Then
select Properties on the shortcut menu.
2. In the Interference Server Settings dialog box, assign interference
checking priorities to aspects.
Maintenance, for example, is a typical aspect listed in the Aspect column. If
a check of this aspect is important, you can indicate the priority as Required.
If Maintenance is low priority or not important, you can indicate the priority
as Optional or Not Checked.
3. Specify the interference comparison criteria:
Required - Required - Defines interferences classified as hard/hard.
For example, one pipe physically intersects with another pipe.
Required - Optional - Defines interferences that are not as severe
and are classified as hard/soft. For example, one pipe overlaps the optional
aspect of the other object.
Optional - Optional - Defines interferences that are not severe and
are classified as soft/soft. For example, the maintenance aspect of one piece
of equipment overlaps the maintenance aspect of another.
SmartPlant 3D - Foreign Interferences - Considers objects outside
the active model for interferences. For Local Detect, this option is enabled
by default. For Database Detect, this box must be checked if you want
referenced 3D models, referenced PDS objects, referenced MicroStation
objects, and 3D AutoCAD files to be considered. This option only checks
objects against foreign objects. It does not check for interferences between
two foreign objects.
SmartPlant 3D - Point Cloud - Considers SmartPlant 3D objects
and point cloud objects for interferences. For Database detect, this option
must be selected to consider SmartPlant 3D objects and point cloud objects.
For Local detect, select the SmartPlant 3D Point Cloud check box to
consider local interferences. The point cloud must have a valid connection
to the model with no unresolved vendor licensing issues for this check box to
be available.
4. In the Include clearance list, select the desired clearance rule.
5. From the Assign results to permission group box, choose the permission
group to which all the detected interferences are assigned.
6. In the Marker size field, type the value for the size of the interference
symbols that will be generated in the model.
Choose a marker size that is clearly readable, but one that does not
interfere with the smaller details in the workspace view.
7. Click Start on the Database Detect tab. After you click Start,
the Status tab on the Interference Server Settings dialog box displays the
progress of the processing for parts that existed previously and for new or
changed parts during the run.
If the IFC Server detects that your system resources are too low (due
to a significant process requiring the majority of system memory), then the
IFC process will stop and display a message box notifying you that the
service has stopped for this reason.
To start the server interference detection process, you must have at
least Read access to all objects in the model and Write access to the model
itself. Access privileges are assigned for each permission group in
the Project Management task. During the IFC process, if the software
denies access to an object, the server process stops and a message appears.
To view the status of the database interference detection process,
right-click the Interference Server icon in the Project Management tree, and
click Properties. On the Interference Server Settings dialog box, click
the Status tab.
When the database interference check process is running, only
the Stop command is available. When the process is not running,
the Start command and all process property gadgets are available.
The Stop command is not available.
When the database interference check is running and you add any
permission group without Read permissions for the server, the server
automatically receives Read permissions and finds collisions with the placed
objects in that permission group.
When you modify permission groups in Project Management, the
host for the existing, running task does not receive the changes. To update
the information, you must exit and restart the interference detection
process.
Interference Server Settings Dialog Box

Provides options to change or accept the default properties for the
interference marker size and the status of those interferences. Also, you can
assign interference checking priorities to aspects and indicate whether the
interferences are optional or required. Optionally, you can indicate if you
want interference checking to include a clearance rule. You can activate this
dialog box in the Project Management task by right-clicking on the
Interference Server node under the Model database, and then
selecting Properties.
Remember, if you change any of the options on this dialog box for
Database Detect, all pre-existing interference checking processes are
cleared from the database, and checking begins from scratch.
The Interference Server Settings dialog box is only available on computers
on which the Project Management and Database Interference Detection
Service options are installed.
Database Detect Tab (Interference Server

Settings Dialog Box)
Provides options for assigning interference checking priorities to
aspects, specifying the comparison methods, and optionally including a
clearance rule. You can also assign the interference results to a selected
permission group.
All properties on this tab when viewed outside the Project
Management task are read-only.
You must run the Database Detect option before running the delivered
Interference report. The Interference report is not intended to run on local
interferences.
Check Plant - Specifies the name of the model that the server process needs
to check. The server software must have the Site database locations
predefined. This option is not available if you are in the Project
Management task.
On server - Specifies the name of the server on which the interference
checking is completed for the identified model.
Assign interference checking priority to aspects - Provides a two-column
table listing the object aspects in one column and the type of comparison to
check against that object in the other column.
Aspect - Lists all the object aspects identified for use in the model.
This list includes the system-defined aspects and the user- defined aspects.
Select those aspects in the Aspectcolumn that apply to your objects, and then
specify the type of comparison in the Typecolumn. The delivered aspects
include Simple physical, Detailed
physical, Insulation, Operation, Maintenance, and Reference Geometry.
The Diagnostic Interference Checking report lists these aspects settings in
its header.
Type - Lists the types of checking you can apply to the selected
aspect: Required, Optional, and Not checked. Choose the appropriate type
for each aspect you select in the Aspect column. Not checked means the
software does not use the selected aspect for interference checking.
Compare - Provides the following check box options for specifying which
aspect types are to be compared against each other to find interferences.
Required - Required - Defines interferences classified as hard/hard.
For example, one pipe physically intersects another pipe.
Required - Optional - Defines interferences that are not as severe
and are classified as hard/soft. For example, one pipe overlaps the optional
aspect of the other object but does not actually intersect the other object.
Optional - Optional - Defines interferences that are not severe and
are classified as soft/soft. For example, the maintenance aspect of one piece
of equipment overlaps the maintenance aspect of another.
SmartPlant 3D - Foreign Interferences – Considers referenced 3D
models, referenced PDS objects, referenced MicroStation objects, and 3D
AutoCAD files for interferences. This option is enabled after you have
selected a Plant at the top of this tab. For PDS objects, the selected Plant
has to have an attached PDS project. For Database Detect, this box must be
checked if you want PDS objects considered. In the case of Local Detect, the
software by default considers referenced 3D models, PDS objects,
MicroStation objects, and 3D AutoCAD files that are in the workspace.
This option only checks active model objects against foreign objects. It
does not check for interferences between two foreign objects (PDS to 3D
AutoCAD for example).
SmartPlant 3D - Point Cloud - Considers an attached point cloud
during interference checking. The Point Cloud check box must be selected
to consider SmartPlant 3D objects and the point cloud. The point cloud must
have a valid connection to the model with no unresolved vendor licensing
issues for the Point Cloud check box to be available.
Include clearance rule - Specifies the clearance rule to add to
the Requiredtype of interference check.
Assign results to permission group - Specifies the permission group to which
all the detected interferences are assigned. The list displays only those
permission groups to which the server containing the interference checking
software has Write access.
Marker size - Specifies the size of the interference graphic marker. Choose a
size that is clearly readable, but one that does not interfere with the smaller
details in the workspace view.
Check all objects in database - Provides buttons to start and stop the
interference checking process.
Start - Begins the process. This option is only available in the Project
Management task.
Stop - Halts the process. This option is only available in the Project
Management task.
Status Tab (Interference Server Settings Dialog

Box)
Displays the status of the Database Detect process on the server. The
status information includes the percentage of checking that has been
completed, the amount remaining, when the process was started, and the
estimated completion time.
The information on this tab is read-only.
Plant - Displays the name of the model that is checked.

New and modified parts since process start - Displays the following time
information for any new and modified parts since the process was started.
Last part modified - Displays the date and time (mm/dd/yyyy hh:mm:ss) at
which the last part was created or modified in the Model database.
Current range to - Displays the date and time (mm/dd/yyyy hh:mm:ss) at
which the last part modified was in consideration for interference checking.
From - Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the
interference check completed checking the last part modified.
Elapsed time - Displays the amount of time (hour, min, sec) during which
the interference checking has been running for the new or changed parts.
Estimated completion - Displays the amount of time (hour, min, sec)
estimated until the interference checking process completes. Then
displays Completed when the process is complete.
Process start - Displays the time (mm/dd/yyyy hh:mm:ss) the process
started.
Existing parts at process start - Displays the following time information for
existing parts when the process was started.
Current range to - Displays the date and time (mm/dd/yyyy hh:mm:ss) at
which the interference checking started for the existing parts.
From - Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the
interference checking ended for the existing parts.
First part created - Displays the date and time (mm/dd/yyyy hh:mm:ss) at
which the first part was created in the database.
Elapsed time - Displays the amount of time (hour, min, sec) during which
the interference checking has been running for the existing parts.
Estimated completion - Displays the amount of time (hour, min, sec)
estimated until the interference checking process completes. Then
displays Completed when the process is complete.
Status message - Displays textual information about the current status of the
process on the server.
Batch Service
SmartPlant 3D uses the Intergraph Batch Services application to help
you run large, time-consuming operations on a separate computer or during
off hours, leaving your workstations available for other tasks. Due to the
intensive nature of batch operations, using one or more computers dedicated
as batch computers is recommended.
You can install both batch processing methods on any computer on
which the SmartPlant 3D Workstation software has been installed. You
must also install the Project Management and SmartPlant 3D Server
Connectivity features on your batch computers.
The Intergraph Batch Services application (Version 6.1.0.3 or later) is
used to run batch processing for Project Management, Drawings, and
Structure tasks such as running database integrity checks or updating
documents. Intergraph Batch Services is delivered on separate media than
SmartPlant 3D.
Intergraph Batch Services does not require a serial number.
Installing Intergraph Batch Services

1. Open Control Panel > Administrative Tools > Services and determine the
current status of the TCP/IP NetBIOS Helper service on your computer.
Start that service if it is not already running.
2. Insert the Intergraph Batch Services CD into your computer's drive.
3. To start setup, do one of the following:
Press the Windows key + R to activate the Run dialog box.
Type drive:\setup, where drive is the drive letter for the CD/DVD drive.
In Windows Explorer, select the CD/DVD drive; then double-
click setup.exe.
4. Select Batch Services Installation.
5. Click Nexton the Welcome page.
6. Type your name and organization name, and then click Next.
7. On the License Agreement page, select your country from the list, and
then click Display.
8. Read the license agreement, and then close the PDF file.
9. Click Yesto accept the license agreement.
10. To accept the default destination folder ($WindowsDrive:\Win32App\
Ingr\Batch), click Next.
-OR-
Click Change, and specify a new installation folder.
If you plan to use this installation of Intergraph Batch Services with
Plant Design System (PDS), do not install Intergraph Batch Services to a
folder path that contains spaces, such as c:\Program Files\Batch. While
Intergraph Batch Services does support spaces in folder paths, PDS does
not.
If the destination folder already contains a version of Intergraph
Batch Services, a warning message displays. You can install the new version
of the Batch Services over the currently installed version, or you can install
the new version in another folder.
11. Select whether you want jobs to have access to the desktop. If you allow
jobs to have access to the desktop, an iconified and non-active window will
appear on the screen when a job is runs. These windows will only appear
when a user is logged on to the system.
Windows Vista, Windows 2008 Server, and Windows 7 do not allow
jobs to have access to the desktop. Therefore, you will not see this dialog
when installing Batch Services in these operating systems.
If your site is one where batch jobs might require some user input,
you should select Yes. If your site is one where security is a major concern,
you should select No; a logged-on user will be able to interact with running
batch jobs, even if the job is running as a different user.
You can change whether you want jobs to have access to the desktop
later. See Granting Jobs Access to the Desktop for details. Jobs that try to
access the desktop will not run unless the user running the job is a member
of the Administrators group.
12. Setup asks if you want to run all jobs as the same user.
If you select Yesto configure account mapping, define the username
and username password under which jobs should run.
If you select No, setup warns you that you must configure account
mapping before you can submit jobs. Use Batch Manager to configure
account mapping after setup is complete.
13. Click Next, and then click Install.
Intergraph Batch Services is installed on your computer. This may
take a few minutes.
14. Click Finish.
15. After setup completes, restart your computer.
Starting and Stopping Batch Services

When you install Intergraph Batch Services software, the batch server
service is configured to start automatically each time you restart your
computer. No further configuration is required. Intergraph recommends
leaving the batch server service as configured. However, if you want to
configure Intergraph Batch Services to be started manually instead of
automatically, do the following:
1. Open Control Panel > Administrative Tools > Services.

2. In Services, right-click on Intergraph Batch Server, and
select Properties.
3. Set Startup type to Manual, and then click OK.
4. Close the Services window.
Batch Services also delivers an Intergraph NQS Listener service that

is configured to start automatically. If your site is not using Intergraph
NQS, you can configure the NQS Listener service to be started manually.
Repeat steps 1-3, selecting Intergraph NQS Listener from the Service list.
If you configure Batch Services to be started manually, you must start
the batch server each time you restart your system, or each time you want to
run Batch Services.
To start Batch Services manually:

2. In Services, select Intergraph Batch Server from the list, and then
click Start.
To stop Batch Services:
click Stop.
Granting Jobs Access to the Desktop

If required, batch jobs can have access to the desktop. If jobs are
allowed to have access to the desktop, a window that is iconified and non-
active displays on the screen while a job is running. These windows will only
be seen when a user is logged in.
Windows Vista, Windows 7, and Windows 2008 Server do not allow
jobs access to the desktop.
Granting jobs access to the desktop depends on your site's security
requirements. If jobs are granted access to the desktop, a logged in user will
be able to interact with batch jobs that are running, even if the batch job is
running as a different user. If security is not a concern, sites where batch
jobs may require some user input should configure Batch Services to allow
jobs to have access to the desktop. Sites where security is a main concern
should configure Batch Services not to allow jobs to have access to the
desktop. When you install Batch Services software, you are given the option
of whether or not jobs may have access to the desktop. After installation, if
you want to change the way Batch Services is currently configured, do the
following:

2. Right-click on Intergraph Batch Server in the list, and then
click Properties.
3. Select the Log On tab.
4. The Allow service to interact with desktop checkbox determines whether
or not jobs may access the desktop. If you want jobs to have access to the
desktop, make sure the checkbox is selected. If you do not want jobs to
access the desktop, make sure the checkbox is cleared.
5. Click Apply to reconfigure the startup parameters.
The Intergraph Batch Server service must be stopped and restarted
for the change to take effect.
6. Select the General tab.
7. Click Stop.
8. Click Start to restart Batch Services.
9. Click OK to close the properties window.
10. Exit the Services window
Granting Batch Service Privileges

Before you begin using Intergraph Batch Services, you should use
Intergraph Batch Manager to ensure that users on your system (and users
on other systems if appropriate) are granted the proper privileges for access
to Batch Services.
A user with manager privileges can use all the commands that affect
batch server configuration and operation, including granting and removing
privileges, and creating and deleting queues. A user with operator privileges
can manage jobs, including those belonging to other users, and can start
and stop batch server queues. Users or groups without privileges can only
submit requests to queues to which they have been granted access; most
users or user groups are non-privileged users.
On Windows 7 and Windows Vista with User Account Control turned
off, the Administrators group on your system has manager privileges. From
an account belonging to the Administrators group, you can add users and
groups of users, on your system or other systems, to the manager and
operator privilege lists.
1. Open Start > All Programs > Intergraph Batch Services > Intergraph
Batch Manager.
2. Select your computer name in the tree view on the left.
3. Click Server > Properties.
Users and groups, and their Batch Service privileges, display in the
Managers and Operators list.
5. Click Add, and then type the username of a user into the Add Names box,
or the group name of a group, to which you want to grant privileges.
6. Specify local users and groups (on your computer) by username or group
name only. Use one of the following formats when keying in a username or
group name:
domain_name\username or system_name\username
domain_name\group_name or system_name\group_name
Separate multiple users or groups with a semicolon (;).
7. Select the type of privilege you want to grant the user or group
(Manager or Operator).
8. Click OK.
9. Repeat steps 5 through 8 for each user or group to which you want to
grant privileges.
10. When you have finished assigning privileges to users or groups,
click OK on the Server Properties dialog box.
To remove privileges from a user or group:

1. Open Start > All Programs > Intergraph Batch Services > Intergraph
Batch Manager.
2. Select your computer name in the tree view on the left.
3. Click Server > Properties.
The current users and groups with Batch Service privileges are
displayed in the Managers and Operators list.
5. In the Managers and Operators list, select the user or group for which
you want to remove privileges.
6. Click Remove.
7. Repeat steps 5 and 6 for each user or group from which you want to
remove privileges.
8. When you have finished removing privileges from users and groups,
click OK.
To change a user’s or group’s privileges, first remove the current

privileges from the user or group; then re-add the user or group to the
privilege list with the new privilege.
Configure Account Mappings

Batch Services requires an account name and password to use when
running jobs. The process of determining the account name to use is called
account mapping. You can use Batch Manager to enter and modify account-
mapping information for your system. An account mapping entry comprises
two parts: the user information to match (the “from” user), and whom that
user maps to (the “to” user). Account mapping entries allow users
submitting a job to assume the environment and permissions of the user to
whom they are mapped.
To perform account mapping, the batch server tries to match the job
owner with an account mapping entry, using the following order (items are
listed on the account mapping dialog in the order in which they are
applied):
1. The batch server first tries to find an exact match, matching the job
owner’s domain or computer name and username with the “from” user in
the account mapping entries.
2. If the batch server cannot find an exact match, the batch server then
searches the account mapping entries using the job owner’s domain or
computer name, with “*” (meaning any user) as the username.
3. If no match is found, the batch server then searches the account mapping
entries using “*” (meaning any computer or domain) as the domain name,
with the job owner’s username.
4. Finally, if a match still has not been found, the batch server searches with
“*” as the domain name and “*” as the username.
How you configure account mapping depends on the security needs
and configuration of your site. For more information on configuring
account mapping, see Configure Account Mappings in the Installation
Guide.
Configure default account mappings:
1. Click Start > All Programs > Intergraph Batch Services > Intergraph
Batch Manager.
2. Select the computer name in the tree view.
3. Select Server > Account Mapping.
4. Enter * for the Map From Account Domain/Host and the User.
5. In the Map To Account Domain/Host box, select the domain of the
Windows user account you want to run jobs as.
6. In the Map To Account User box, type the user name to use.
The map-to-account user must have access to the SmartPlant 3D site,
catalog, and model databases because it is under this user name that the
batch jobs will run. Give this user those access rights using SmartPlant 3D
Project Management.
7. Click Add.
8. Enter and confirm the password for the "to account" user name.
9. Click OK.
The ConfigureDrawingsBatch utility must be run each time mapped

account settings are changed. For more information, see Configuring the
Batch Services Server for Drawings Tasks.
Create Batch Services Queues

You must create the Intergraph Batch Services queues that
SmartPlant 3D will use.
1. Open Windows Explorer on computer on which Intergraph Batch
Services is installed.
2. Navigate to and double-click c:\Program Files\SmartPlant\3D\
ProjectMgmt\Tools\bin\ConfigureSP3DBatchQueue.exe.
A message box appears informing you that the queues have been
created and that you need to restart the Intergraph Batch Server service.
click Stop.
5. With Intergraph Batch Server service still selected, click Start.
6. To verify that the batch queues were created, open Intergraph Batch
Manager and select your server in the tree view.
If you install WinZip on the computer where you installed

Intergraph Batch Services, the batch process automatically zips the log files
in the temp folder after the batch job finishes.
Intergraph Batch Services can optionally send the zipped or
unzipped log files using email. You must define a SMTP host in Intergraph
Batch Services. Refer to the Intergraph Batch Services documentation for
more information on configuring email.
Making Other Batch Servers Available

You can make other computers running Intergraph Batch Services
available for selection as the Task server by following these steps:
1. Edit <SharedContent>\Xml\SP3DBatchQueues.xml.
2. In the <SP3DBatchServers> section of the file, uncomment and add the
computer names that you want to make available.
<SP3DBatchServers><SP3DBatchServer ServerName="batchserver1"
/><SP3DBatchServer ServerName="batchserver2"
/></SP3DBatchServers>
3. Save and close the SP3DBatchQueues.xml file.
4. Navigate to and run as an administrator [Product Folder]\ProjectMgmt\
Tools\bin\ConfigureSP3DBatchQueue.exe. The default product folder is c:\
Program Files\SmartPlant\3D.
5. In Custom Batch Queues file location, type the path to the
<SharedContent>\Xml\SP3DBatchQueues.xml file that you edited in step 2.
6. Click OK.
A message box appears informing you that the queues have been
created and that you need to restart the Intergraph Batch Server service.
click Stop.
9. With Intergraph Batch Server service still selected, click Start.
Additional task servers are only supported for Structural import and
export batch jobs.
Configuring the Batch Services Server for

Drawings Tasks
1. In the folder [SmartPlant 3D Installation folder]\Core\Container\Bin\
Assemblies\Release, run ConfigureDrawingsBatch.exe.
2. Click Yes, and then click OK.
The printer name on the client computer must match the printer
name on the batch server.
Every mapped account must open Microsoft Excel once on every
batch server.
Microsoft Excel must have the same security settings that are
necessary for interactive updates. Excel must be configured correctly for
every IBS-mapped account on the batch server.
Updating drawings and reports using Intergraph Batch Server
requires access to the desktop. For more information, see Granting Jobs
Access to the Desktop.
The following entries need to be added to the system path for 3D
model data documents to update:
[Product Folder]\Core\Runtime
[Product Folder]\Common2D\Rad2d\Bin
[Product Folder]\GeometryTopology\Runtime.
The ConfigureDrawingsBatch utility must be run each time
mapped account settings are changed.
Getting Started
This section discusses how to map individual workstation computers
to the server databases, start the software, and begin performing various
tasks in the software environment.
You must create the seven databases before running the software. For
additional information, refer to the section entitled Configuring the
Databases.
Update Site Database Name and Path

Perform the following steps from a SmartPlant 3D workstation
computer on which the Project Management and SmartPlant 3D Server
Connectivity options are installed.
SQL Server Databases

1. Open the Modify Database and Schema Location utility.
2. In the Site database server box, type the name of the server on which the
Site database resides or select it from the drop-down list of recently used Site
database servers.
3. In the Site database name box, type the name of the Site database or
select it from the drop-down list of recently used Site databases.
4. The Site schema server box value is set when you specify the Site database
server and Site database name.
5. The Site schema name box value is set when you specify the Site database
server and Site database name.
If SQL is not installed locally, you can get the names from your
database administrator.
6. Click OK.
Open SmartPlant 3D

Each time that you use SmartPlant 3D, you can create a session that
allows you to save certain settings, such as window size, layout, and view
orientation from one work session to the next.
Before using the software, verify that the Microsoft Distributed

Transaction Coordinator (MSDTC) is started on all computers. For
information on starting MSDTC, see Verify Startup of Microsoft Distributed
Transaction Coordinator in XP.
A user who is a member of the Windows Administrators group on
the workstation computer must start the software once on the workstation
computer before a user without administrative privileges can successfully
start the software.
1. Click Start > All Programs > Intergraph SmartPlant 3D > SmartPlant

3D.
2. Select one of the templates on the Newdialog box.
A template is a standard Workspace file. You use a template as a
pattern to assemble the parameters that you want for a new work session.
Two standard templates are delivered with the software: English
Units and Metric Units.
3. Click OK.
After you open SmartPlant 3D, you can use commands on
the File menu to create new sessions, open previous sessions, save sessions,
and close sessions. For more information, refer to the online documentation
for the Common task or the Common User's Guideavailable from Help >
Printable Guides command in the software.
Configure Your Tasks

Common operations within the various tasks of SmartPlant 3D are
performed the same way. Therefore, the Common task refers to the
functions shared with other tasks and identifies the commands required to
accomplish these functions.
The Common task allows you to define a workspace, as well as
perform common operations on that workspace. The workspace represents
the portion of the plant data that you need to perform your intended task.
The session includes the view settings for user modelling, as well as your
personal filters for viewing the data. Many other tasks on the Tasks menu
are not available until you have defined your workspace.
After defining your workspace, you can use the Tasks menu to move
between the various design tasks. You can perform specified functions,
depending on your access permissions. After you select a task, the interface
and available functionality is displayed. Some of the commands and
functionality are unique to the particular task. For example, some
commands for the Piping task are not available in the Equipment and
Furnishings task. However, most of the Common task commands are
available in all of the various design tasks. You use the Common task
commands and functionality the same way regardless of the active task. For
example, the commands that appear on the View and File menus function
the same way in every task.
To use the tasks available in SmartPlant 3D, you must configure them
for your session. Once you configure the tasks that you wish to use, you
must then define your workspace. Once you define your workspace and
configure your task list, you can save your session file.
1. In SmartPlant 3D, click Tasks > Configure Task List.

2. On the Configure Task List dialog box, select each task in the list that you
want to add to the menu from the Available task environments list.
You can select multiple tasks by dragging down the list or holding Shift and
dragging.
3. Click Add.
4. Click OK.
You have to perform the above procedure only once for your
session file. The software remembers the tasks when you re-open the session
file.
For detailed information regarding how to configure tasks in
SmartPlant 3D, refer to the online documentation for the Common task or
the Common User's Guide available from Help > Printable Guides.
Define Your Workspace

When you begin to work in a task, you must first define the content of
the workspace, that is, the items with which you want to begin working. By
defining only those items that you want from the database, you avoid
cluttering the workspace with unneeded and unrelated items.
Select the items for your workspace by using a filter. The filter is a
query that retrieves from the database only those items that you specify in
the filter criteria.
Defining a workspace also allows you to create and name filters that
restrict the data of the entire model into more manageable subsets for
working.
The workspace contents that you define appear in the Workspace
Explorer (WSE) in a classification hierarchy that reflects the various
relationships for the design objects. The contents represent the current items
loaded from the database into the active workspace.
1. If you are not already in the Common task, click Tasks > Common.
2. Click File > Define Workspace.
3. Select the name of the plant database you want to use in the Plant box.
4. Select Create New Filter in the Filter box.
5. On the New Filter Properties dialog box, type a name for the new filter in
the Name box.
6. Specify the filter search properties by using one or more of the displayed
tabs.
7. Click OK to close the New Filter Properties dialog box.
8. Click OK to return to the model.
After the Define Workspace dialog box closes, the window

refreshes. Once the refresh is complete, the Common window is active.
Everything in the Tasks menu is now available.
For more information on workspaces, sessions, and filters refer to
the online documentation for the Common task or the Common User's
Guide available from Help > Printable Guides.
Save Session Files

Once you define your workspace and configure your task list, you can
save your session file.
1. Click File > Save.

2. Browse to the folder location where you want to store your session file.
3. On the Save As dialog box, type the name of your session file in the File
Name box.
4. Click Save.
For more information on saving session files, refer to the online

documentation for the Common task or the Common User's Guide available
from Help > Printable Guidescommand in the software.

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Installation Procedure for Smart Plant 3D -

Enable COM+ Network Access

Enable Network DTC Access

Configure Microsoft Distributed Transaction

1. Open Component Services by clicking Start >Administrative

Configure the Distributed COM Users Group

Install Microsoft .NET Framework (Database

1. Log on to the computer as an administrator.

Install Visual C++ 2008 SPI Redistributable

Install any Required SQL Server 2008 Upgrades

Verify Automatic Startup of Microsoft SQL

Configure SQL Server 2008 Account for Name

1. Open SQL Server Management Studio and select View > Registered

Assign System Administrator Privileges for SQL

Create a SQL Server 2008 Database Alert

SQL Server Port Assignments

Install Smart 3D Reference Data

Configure Network Shares

Database Templates Share

Permissions for .NET Assemblies

Granting Trust to Client Computers

1. Install the .NET Framework 2.0 Configuration utility on a client

Command Line Alternative

Installing the Name Generator Service

Configure the Name Generator Service

1. Log on with an account that has administrator privileges.

Configure the Firewall to Allow DCOM

Windows Firewall Instructions for RPC Dynamic Ports

Windows Firewall Instructions for Microsoft SQL Server 2008

For Clients Instructions for Windows 7

SmartPlant 3D Port Assignments

Port Number TCP/UDP Communication Comments

Configure Microsoft Distributed Transaction

1. Click Start > All Programs > Accessories > Run.

Verify Startup of Microsoft Distributed

Configure the Firewall to Allow DCOM

Windows Firewall Instructions for RPC Dynamic Ports

Windows Firewall Instructions for Microsoft SQL Server 2008

Loading Prerequisite Software on the Client

Installing Microsoft SQL Server 2008 Client

Register SQL Server 2008

1. Open SQL Server Management Studio and click View >Registered

Install Smart 3D Client Software

1. Insert the Intergraph Smart 3D DVD. If the DVD does not start

Install Service Packs

1. Exit all other applications running on your computer.

Install PDS Data Access

Configure the Plant Design System Environment (PD_Shell)

Create Batch Queues

Verify Access to the Project in PD_Shell

Install PDS Data Access

Install Smart 3D PDS Project Translators

1. Log on to the computer with a user account that has administrator

Integrating with SmartPlant P&ID

Enable COM+ Network Access

Enable Network DTC Access

If you have additional resource manager services that participate in

Configure the Piping Specification Remote