PDSInstall Checklist

Plant Design System (PDS) Installation and Configuration Checklist Software Version: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Servers on Windows 2003 Step Description Load Operating System on PDS Servers Install Windows 2003 Server SP2 on the PDS Server

Comments/ Problems / Workarounds PDS requires a variety of server functions, as detailed in the procedures below. An individual computer can perform one or all of these functions, or a combination of several functions. Intergraph recommends using separate computers for each function. You can download the service pack from the Microsoft web site.

Additional Resources

TR / CR

Setup Notes

Configure PDS Servers For 32bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share For 64bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Intergraph\Common, with a value of c:\win32app\ingr\share Add to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1

This registry entry is required for proper operation of the RIS Client.

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder. This key is case sensitive.

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference. There are three recommended methods for modifying this key. You can add the Modify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph NREG registry entry recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry. To modify environment variables, open System in the Windows Control Panel, select the Advanced Make sure that the Temp and Tmp environment variables for users and system point to tab, and then click Environment Variables. It is also necessary to complete this step on each user's c:\temp workstation before using PDS. Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control

Install SmartPlant License Manager 2010 on the site license machine

The license machine controls licensing for PDS. It can be located on any machine in your network. The See the SmartPlant License SmartPlant License Manager license machine software could be installed on a stable, single node, Manager Installation and hardware configuration (such as a simple PC) with a static IP address. Configuration Checklist. (SPLMInstall_Checklist.xls)

Set Up the PDS Print/Plotting Server

When installing software for PDS servers, make sure there are no spaces in the path names.

Set up shared printers and plotters

These printers and plotters can be physically connected to the server, or they can be connected to the server over the network.

Install InterPlot Server 10.02.00.08

This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

Install InterPlot Client 10.02.00.08

This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

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Set Up the PDS Process/ISOGEN Server

When installing software for PDS servers, make sure there are no spaces in the path names.

Create a new operating system user for Batch Services

You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have the same permissions as a user account used by a project manager. If site security policies allow it, you may want to set the password for this user never to expire. An expired password on the user account specified in this step could prevent batch jobs from running.

Log in as the user created in the previous step, and set the Temp and Tmp user and system environment variables for this user to point to c:\Temp Install MicroStation J 07.01.05.03

Install SmartPlant License Manager 2010 from the product CD

Install Batch Services 06.01.00.03 from the product CD

This product is available from Bentley Systems and delivered separately from PDS. PDS does not support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead. The details for this procedure step depend on your specific site configuration: For more details, refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's If you are using the PDS server for processing, and you are using a different computer as the licensing Guide. server, you must install SmartPlant License Manager Client on the PDS server. Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\BatchServices\setup.exe. If you are using the same computer as the PDS server and the licensing server, you must install SmartPlant License Manager Server on that computer.

When prompted, enter your PDS serial number Change the installation path to C:\WIN32APP\INGR\BATCH When prompted, click Yes to allow batch jobs to have access to the desktop When prompted, specify the Windows user account that will be used to run batch jobs

Install ISOGEN server from the product CD

This step is only necessary if you intend to use ISOGEN to generate isometric drawings. Depending on your setup and processing volume, you may want to set up a separate server for isometric drawing generation. Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS ISOGEN\setup.exe.

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Plant Design System (PDS) Installation and Configuration Checklist Software Versions: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Servers on Windows 2008 R2 Step Description Load Operating System on PDS Servers

Comments/ Problems / Workarounds PDS requires a variety of server functions, as detailed in the procedures below. An individual computer can perform one or all of these functions, or a combination of several functions. Intergraph recommends using separate computers for each function, if

Additional Resources

Setup Notes

Install Windows 2008 Server R2 on the PDS Server

Configure PDS Servers For 32bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share. For 64bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Intergraph\Common, with a value of c:\win32app\ingr\share. Add to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1

This registry entry is required for proper operation of the RIS Client.

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder. This key is case sensitive.

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference. There are three recommended methods for modifying this key. You can add the Modify the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph NREG registry entry recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry. Please check "Data Execution Prevention" i.e. DEP setting of the Windows 2008 server. Goto START menu -> MyComputer -> Right Click -> Advanced -> Performance -> Settings -> Data Execution Prevention. Ensure that this is set to “Turn on DEP for essential windows programs and services only.” Please check PDS 2011 PD_Shell ReadMe and PDS Project Setup Technical Reference guide. To modify environment variables, open System in the Windows Control Panel, select the Advanced Make sure that the Temp and Tmp environment variables for users and system point to tab, and then click Environment Variables. It is also necessary to complete this step on each user's c:\temp workstation before using PDS.

Install SmartPlant License Manager 2010 on the site license server

The license machine controls licensing for PDS. The SmartPlant License Manager license machine software should be installed on a stable, single node, hardware configuration (such as a simple PC), with a static IP address.

Set Up the PDS Print/Plotting Server

When installing software for PDS servers, make sure there are no spaces in the path names.

Set up shared printers and plotters

These printers and plotters can be physically connected to the server, or they can be connected to the server over the network.

Install InterPlot Server 10.02.00.08

This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

Install InterPlot Client 10.02.00.08

This product is available from Bentley Systems and delivered separately from PDS. If necessary, specify c:\temp as the location to save files.

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See the SmartPlant License Manager Installation and Configuration Checklist.

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Prepare the PDS Process/ISOGEN Server Set Up the PDS Process/ISOGEN Server

Create a new operating system user for Batch Services

The process server performs batch processing and model interactions. The ISOGEN server performs isometric drawing generation. Make sure that you have configured PDS and installed SPLM on the PDS/ISOGEN server. When installing software for PDS servers, make sure there are no spaces in the path names. You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have the same permissions as a user account used by a project manager. If site security policies allow it, you may want to set the password for this user never to expire. An expired password on the user account specified in this step could prevent batch jobs from running.

Log in as the user created in the previous step, and set the Temp and Tmp user and system environment variables for this user to point to c:\Temp Install MicroStation J 07.01.05.03

This product is available from Bentley Systems and delivered separately from PDS. PDS does not support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead. The details for this procedure step depend on your specific site configuration: If you are using the same computer as the PDS server and the licensing server, you must install SmartPlant License Manager Server on that computer.

Install SmartPlant License Manager 2010 from the product CD If you are using the PDS server purely as a database server, SmartPlant License Manager is not required on the server.

Install Batch Services 06.01.00.xx from the product CD

For more details, refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

If you are using the PDS server for processing, and you are using a different computer as the licensing server, you must install SmartPlant License Manager Client on the PDS server. Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\BatchServices\setup.exe.

When prompted, enter your PDS serial number Change the installation path to C:\WIN32APP\INGR\BATCH When prompted, click Yes to allow batch jobs to have access to the desktop When prompted, specify the Windows user account that will be used to run batch jobs

Install ISOGEN server from the product CD

This step is only necessary if you intend to use ISOGEN to generate isometric drawings. Depending on your setup and processing volume, you may want to set up a separate server for isometric drawing generation. Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS ISOGEN\setup.exe.

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Plant Design System (PDS) Installation and Configuration Checklist Software Version: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Database Server Oracle 10G R2 Step Description

Comments/ Problems / Workarounds

Additional Resources

Setup Notes

Install Oracle Software and Set Up the PDS Database Server and PDS Database Create an operating system user for RIS in the Local Administrator group Install the 10.2g Oracle software on the PDS Server. Select the Advanced Installation option

This step is required for the RIS software to be able to access the Oracle database. Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the Oracle setup screens. In order to avoid creating unnecessary tables and data in your database, make sure that you do not select the option for creating a seed or starter database.

Select Custom installation Define the name of your Oracle Instance Choose your options from the available components list. Note the Oracle Programmer options are not needed, and it is suggested to install iSQL Plus The product will run some test to see that your machine is compatible and that it meets If there is a compatibility problem please see Oracle documentation for minimum system the minimum requirements for Oracle installation. If all checks do not Succeed please requirements see Oracle installation guide for help. Once you have all checks completed At the Create Database Screen choose the option Create a Database

At this point you are provided a Summary Screen that outlines your choices so far and allows for review, if needed you could use the back option and change settings.

Choose Install

The system will start the install process providing you with a dialog showing its progress as it does the installation

Toggle Perform typical Configuration in the Oracle Net Configuration Assistant window In the Database Template dialog choose the General Purpose option Provide the name of your database In management options dialog we will leave the Configure the Database with Enterprise Manager and User Database Control for Database Management options checked Provide a password for the sys, system, dbsnmp and sysman administration account users. You can do this by providing different passwords for each or the same for all of them In the storage options dialog choose the File System for database storage Specify the location for your database file as outlined by your administrator and keeping in mind space and processor needs If flash recovery is to be used in your installation select the option in the next dialog

x

Choose the default options in the Initialization Parameters window In the Database Storage dialog change the users to suit your installation script, we commonly change USERS01.DBF to PDS01.DBF On the Creation Options screen, fill the Create Database checkbox Create Schema User Names Log in to SQL Plus Create Oracle user names for each schema

PDS is delivered with sql scripts that can be used to create the role and database user names in Oracle 10g. The scripts are located in the c:\win32app\ingr\pdshell\sql\oracle folder. The scripts must be edited to change all occurrences of proj1 to the actual name of the project. Run pdsroles.sql to create the pdsuser role. This is only done once for the database. Run create_10g.sql to create the PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one Oracle user for each schema. See PDSHELL\SQL\ORACLE directory for sample scripts

Change permissions on the Oracle installation folder to allow Read and Execute, List Folder, and Read access to the operating system user specified when creating the RIS schema

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Install RIS Software on the PDS Database Server

When installing software for PDS servers, make sure there are no spaces in the path names. This step is only necessary if you are using Oracle database software in a data server configuration. If you are using Oracle database software in a net server configuration, skip to the next step.

Install RISORADS 06.01.00.## from the product CD Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\RIS\RISORADS 6.1.0.#\setup.exe.

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Plant Design System (PDS) Installation and Configuration Checklist Software Version: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Database Server Oracle 11G R2 Step Description

Comments/ Problems / Workarounds

Additional Resources

TR / CR

Setup Notes

Install Oracle Software and Set Up the PDS Database Server and PDS Database Create an operating system user for RIS in the Local Administrator group Install the 11g R2 Oracle software on the PDS Server. Select the Advanced Installation option

This step is required for the RIS software to be able to access the Oracle database. Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the Oracle setup screens. In order to avoid creating unnecessary tables and data in your database, make sure that you do not select the option for creating a seed or starter database.

Select Custom installation Define the name of your Oracle Instance Choose your options from the available components list. Note the Oracle Programmer options are not needed, and it is suggested to install iSQL Plus The product will run some test to see that your machine is compatible and that it meets the minimum requirements for Oracle installation. If all checks do not Succeed please see Oracle installation guide for help. Once you have all checks completed At the Create Database Screen choose the option Create a Database Choose Install

If there is a compatibility problem please see Oracle documentation for minimum system requirements At this point you are provided a Summary Screen that outlines your choices so far and allows for review, if needed you could use the back option and change settings. The system will start the install process providing you with a dialog showing its progress as it does the installation

Toggle Perform typical Configuration in the Oracle Net Configuration Assistant window In the Database Template dialog choose the General Purpose option Provide the name of your database In management options dialog we will leave the Configure the Database with Enterprise Manager and User Database Control for Database Management options checked Provide a password for the sys, system, dbsnmp and sysman administration account users. You can do this by providing different passwords for each or the same for all of them In the storage options dialog choose the File System for database storage Specify the location for your database file as outlined by your administrator and keeping in mind space and processor needs If flash recovery is to be used in your installation select the option in the next dialog Choose the default options in the Initialization Parameters window Choose the Revert to pre-11g default security settings Set the Enable automatic maintenance tasks dialog as you see fit In the Database Storage dialog change the users to suit your installation script, we commonly change USERS01.DBF to PDS01.DBF On the Creation Options screen, fill the Create Database checkbox

Create Schema User Names

. PDS is delivered with sql scripts that can be used to create the role and database user names in Oracle 11. The scripts are located in the c:\win32app\ingr\pdshell\sql\oracle folder. The scripts must be edited to change all occurrences of proj1 to the actual name of the project. Run pdsroles.sql to create the pdsuser role. This is only done once for the database. Run create_10g.sql to create the database user names for the project.

Log in to SQL Plus

Create Oracle user names for each schema

Change permissions on the Oracle installation folder to allow Read and Execute, List Folder, and Read access to the operating system user specified when creating the RIS schema Install RIS Software on the PDS Database Server

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one Oracle user for each schema. See PDSHELL\SQL\ORACLE directory for sample scripts

When installing software for PDS servers, make sure there are no spaces in the path names. This step is only necessary if you are using Oracle database software in a data server configuration. If you are using Oracle database software in a net server configuration, skip to the next step.

Install RISORADS 06.01.00.## from the product CD Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\RIS\RISORADS 6.1.0.#\setup.exe. 7

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Plant Design System (PDS) Installation and Configuration Checklist Software Versions: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Database Servers MSSQL 2005 Step Description Install MSSQL Server 2005 software on the PDS Server Install MSSQL Server 2005 SP1 on the PDS server

Comments/ Problems / Workarounds

Additional Resources

Setup Notes

Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the SQL Server setup screens.

On the Services Accounts screen, select Use the same account for all services and Use local system account On the Authentication Mode screen, select Mixed Authentication Mode When the installation is complete, reboot the server Configure SQL Server Database Software and create database on the PDS Server Open SQL Server Database Management Studio

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

In the Server Group list, right-click your server and click Properties On the General tab, verify that Autostart SQL Server and Autostart SQL Server Agent are checked On the Memory tab, specify the memory settings for your server

Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of memory on the server. This setting can be adjusted depending on the actual load placed on the server. On the server listing, expand the Databases list, right-click the master database, and click Properties. Intergraph recommends the following settings: General Tab Space Allocation of at least 20 MB. Automatically grow file setting disabled.

Update the properties for the master database Transaction Log Tab Data File size of at least 5 MB Automatically grow file setting disabled Options Tab Truncate log on checkpoint setting enabled On the server listing, expand the Databases list, right-click the model database, and click Properties. Intergraph recommends the following settings: General Tab Automatically grow file setting disabled. Update the properties for the model database Transaction Log Tab Automatically grow file setting disabled Options Tab Truncate log on checkpoint setting enabled On the server listing, expand the Databases list, right-click the tempdb database, and click Properties.

Update the properties for the tempdb database

Intergraph recommends the following settings: General Tab Data file size of at least 10 MB Automatically grow file setting disabled. Transaction Log Tab Automatically grow file setting disabled

Create a new database named pds

Options Tab Truncate log on checkpoint setting enabled Click Actions > New Database. On the server listing, expand the Databases list, right-click the pds database, and click Properties. Intergraph recommends the following settings: General Tab Initial size of at least 100 MB Automatically grow file setting disabled.

Update the properties for the pds database Transaction Log Tab Initial size of at least 20 MB Automatically grow file setting disabled Options Tab Truncate log on checkpoint setting enabled 8

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Create Schema User Names

You can use the create.sql script delivered in ..\PDSHELL\sql\mssql to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1.

Open the Query Analyzer

Click Start > Programs > Microsoft SQL Server 2005 > Query Analyzer. PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one SQL user for each schema.

Create logins and user names for each schema

For each schema, use the following series of commands in the Query Analyzer, substituting the name of your project for proj1: sp_addlogin pd_proj1, pd_ proj1, pds go use pds go sp_adduser pd_ proj1, pd_ proj1 go grant all to pd_ proj1 go These commands create a schema login, associate the login with the pds database, create a user name identical to the login, and grants the user privileges to create and delete objects in the database.

Install RIS Software on the PDS Database Server

When installing software for PDS servers, make sure there are no spaces in the path names.

Install RISMSFDS 06.00.00.00 from the product CD

Install Prerequisite Software on the PDS Workstation

You must install the prerequisite software in the order in which it is listed.

Install RIS Client 06.00.00.03 from the product CD

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Plant Design System (PDS) Installation and Configuration Checklist Software Versions: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Database Servers MSSQL 2008 Step Description Install MSSQL Server 2008 software on the PDS Server Install MSSQL Server 2008 R2 on the PDS server

Comments/ Problems / Workarounds

Additional Resources

Setup Notes

Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the SQL Server setup screens.

On the Database Engine Configuration screen, select Mixed Mode When the installation is complete, reboot the server Configure SQL Server Database Software and create database on the PDS Server Open SQL Server Management Studio

Click Start > Programs > Microsoft SQL Server 2008 > SQL Server Management Studio.

In the Server Group list, expand the server folder, right-click SQL Server Agent and click Properties On the General tab, verify that Auto restart SQL Server and Auto restart SQL Server Agent are checked In the Server Group list, right-click your server and click Properties

On the Memory tab, specify the memory settings for your server

Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of memory on the server. This setting can be adjusted depending on the actual load placed on the server. On the server listing, expand the Databases list, expand the System Databases list, right-click the master database, and click Properties.

Update the properties for the master database

Update the properties for the model database

Update the properties for the tempdb database

Create a new database named pds

Intergraph recommends the following settings: Files Tab master: Initial Size of at least 20 MB. Autogrowth file setting disabled. masterlog: Initial Size of at least 5 MB. Autogrowth file setting disabled. On the server listing, expand the Databases list, expand the System Databases list, right-click the model database, and click Properties. Intergraph recommends the following settings: Files Tab modeldev: Autogrowth file setting diabled modellog: Autogrowth file setting disabled On the server listing, expand the Databases list, expand the System Databases list, right-click the tempdb database, and click Properties. Intergraph recommends the following settings: Files Tab tempdev: Initial Size of at least 10 MB. Autogrowth file setting disabled. tempog: Autogrowth file setting disabled. Expand the server folder, right-click on Databases, click New Database

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

Update the properties for the pds database

Intergraph recommends the following settings: Files Tab pds: Initial Size of at least 100 MB. Autogrowth file setting disabled. pds_log: Initial Size of at least 20 MB. Autogrowth file setting disabled.

Create Schema User Names

You can use the create_2005.sql script delivered in ..\PDSHELL\sql\mssql to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1.

Create New Query with Current Connection

In Microsoft SQL Server 2008, select File > New Query with Current Connection PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , MTO_projectname , PID_projectname , and PIDM_projectname . There must be one SQL user for each schema.

Create logins and user names for each schema

Install RIS Software on the PDS Database Server

For each schema, use the following series of commands, substituting the name of your project for proj1: CREATE LOGIN pd_proj1 WITH PASSWORD = 'pd_proj1', CHECK_POLICY = OFF go USE PDS go CREATE USER pd_proj1 FOR LOGIN pd_proj1 go Create Schema pd_proj1 authorization pd_proj1 go Alter user pd_proj1 with default_schema = pd_proj1 go sp_addrolemember 'db_owner', 'pd_proj1' go

These commands create a schema login, associate the login with the pds database, create a user name identical to the login, and grants the user privileges to create and delete objects in the database. When installing software for PDS servers, make sure there are no spaces in the path names.

Install RISMSFDS 06.00.00.00 from the product CD

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Plant Design System (PDS) Installation and Configuration Checklist Software Versions: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

PDS Project Creation

Create the database users for the project.

While this procedure uses the PDS Express Project Creation utility, PDS projects can also be created For more details on using Express manually. In such cases, you must also create the project folder structure and the database schemas Project Creation, refer to the PDS Express Project Creation Quick Start manually. Guide. Use the SQL scripts delivered with PDS for the respective database type and version.

Create and share a folder for the project file

The project file specifies the locations of PDS projects on the server.

On the drive containing the project file, share the drive using its drive letter

For example, if the project file is located in E:\projfile, share the E: drive, and name the share E.

Specify the location of the project file

Click Start > All Programs > PD_Shell > PDS Configure. In the PROJ_FILE field, enter the folder created in the previous step. In the PROJ_ADDR field, enter the name of the file server.

Open Express Project Creation

To open Express Project Creation, click Start > All Programs > PD_Shell > Express Project Creation.

Select New User Mode

You can create projects in New User mode or in Advanced User mode. New User mode installs the project files, libraries, and other data in their default locations. Advanced User mode allows you to specify the location and file structure for the project. This document assumes use of the New User mode. The procedure for using Advanced User mode is largely similar, with the addition of the screens for location and file structure specification.

Create a PDS Project

Specify the details for the new project Select Create New Schema for the Piping Approved RDB Schema and the Piping Unapproved RDB Schema Specify the units of measure for the project and for nominal piping diameters (NPD)

Specify details for the Project Control schema

The Schema name should be the same as the respective database username you created earlier. Do not enter a password for the Schema name. Enter the IP address for the database server in the Nodename or Address field. If you are performing this from the database server, you can click Get Client Address and the IP address is filled in automatically. Select the database type. If you are on the database server, you can select Display Databases to select from a list. Otherwise, you must keyin the database name and the database management system location. The database name could simply be PDS and the location similar to the following: c:\oracle\product\10.2.0\db_1. The database username and password should be the same as those you created earlier using the sql scripts and the same as the schema you are creating. The OS Type is Windows NT. For the OS username and password, enter the operating system user name that should be used when accessing the database.

Repeat the previous step for each additional schema

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . Express Project Creation creates each of these schemas in turn, except for PRJ, HRF, and MTO.

Specify the server name and drive letter for the project and for the DesignReview/SmartPlant Review workstation

This step is only necessary if you intend to use SmartPlant Review.

If necessary, specify details for any FrameWorks sub-projects

This step is only necessary if you intend to use FrameWorks Plus for structural design in the project.

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Create an HVAC Project Make sure that PARNU and PE-HVAC are installed on the workstation Create the prj_project and hrf_project schema users in your database Create an HVAC project folder on the file server

If you are creating the project from a computer other than the file server itself, you will need to map a drive to the appropriate drive letter on the file server.

Change the working folder for PARNU to match the HVAC project folder

Right-click the PARNU.exe file in the ..\parnu\bin folder, click Properties, and modify the path in the Start in field.

In PARNU, create an HVAC project in the HVAC project folder

Open PARNU, and in the Project Environment dialog box, click Create. Specify the details for your project in the Create Project dialog box.

Copy the envar.txt file from the pehvac\support folder into the PDS project folder Modify the envar.txt file in the project folder to point to the correct reference data for your project In PARNU, create the prj_project schema Specify the location of the HVAC project file Specify the location of the HVAC control file

In the Project Environment dialog box, click Database > Create > Create Schema. Replace project with your project name. Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the HVAC_PROJ_PATH field, enter the folder containing the HVAC project file, as defined in step. In the HVAC_PROJ_NODE field, enter the name of the file server. Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the PEHVAC Control File field, specify the location of the peh.cmd file.

Create the hrf_project schema

In the Project Environment dialog box, click Database > Create > Create Schema. Replace project with your project name.

Load the PE-HVAC tables to the database

In the Project Environment dialog box, click Applications > PE_HVAC and select your project. On the Reference Databases form, select Load, and enter envar.txt in the Filename field.

Create a PE-HVAC design file

Set the units for the design file

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

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Plant Design System (PDS) Installation and Configuration Checklist Software Versions: PDS 2011 Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference.

Configure PDS Workstations Step Description Install Prerequisite Software on the PDS Workstation Install MicroStation J 07.01.05.03 Install the Ris Client compatible with your Database from the product CD. (see Database tabs) Install Adobe Reader 8.0

Comments/ Problems / Workarounds You must install the prerequisite software in the order in which it is listed. This product is available from Bentley Systems and delivered separately from PDS. PDS does not support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead. Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\RISServer\RISShare\setup.exe. This software is required to view the Software License Agreement.

Additional Resources

TR / CR

Setup Notes

Install Batch Services 06.01.00.## from the product CD Install InterPlot Client 10.02.00.08 Prepare the PDS Workstation For 32bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share. For 64bit computers, add to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Intergraph\Common, with a value of c:\win32app\ingr\share. Add to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1

This product is available from Bentley Systems and delivered separately from PDS. This step is only necessary if print/plotting jobs will be sent from this workstation. These steps are required for all PDS workstations.

This registry entry is required for proper operation of the RIS Client.

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder. This key is case sensitive. This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference.

Modify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI NREG registry entry

There are three recommended methods for modifying this key. You can add the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry.

Make sure that the Temp and Tmp environment variables for users and system point to To modify environment variables, open System in the Windows Control Panel, select the Advanced c:\temp tab, and then click Environment Variables. Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control Install and Configure SmartPlant License Manager on the PDS Workstation Refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

Install SmartPlant License Manager Client 2010 from the SmartPlant License Manager CD Synchronize the workstation system clock with the server system clock Specify a SmartPlant License Manager server

Run the following statement from the command line to synchronize the workstation clock: net time /set \\server_name To specify a license server, open SmartPlant License Manager, double-click Configure and Test > Select License Server for Client, and then either type the license server name or browse to a license server.

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Install and Configure PDS 2011 Software on the PDS Workstation

Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: \PDS\PDS\setup.exe. In most cases, you should select Local mode for all PDS modules. Refer to the Project Setup Technical Reference for details on installing software in Client or Server mode. Any system from which projects will be created must have all required products installed locally on the same drive as the project file.

For each PDS module, specify the installation type and installation location

Make sure that the installation path does not contain any spaces. Intergraph recommends that you install PDS in c:\win32app\ingr. PD_Shell is required on all PDS workstations. Other PDS modules may be installed based on the function of the workstation. For example, if a workstation is to be used for 3D piping, installing the Drawing Manager software may not be necessary.

Specify the PDS 3D Control File

Specify the location of the schema file

Create PDS batch queues

To specify a control file, click Start > All Programs > PD_Shell > PDS Configure. You can also create a pds.cmd file in a central location, and then point each workstation to that file using the PDS 3D Control File dialog box. To specify a schema file, click Start > All Programs > RIS version number > RIS Schema Manager. You can also create a parms file in a central location, and then copy the file to each workstation. In this case, you should create a RIS_Parameters path in temporary folder. Click Start > Programs > PD_Shell > PDS Queue to create batch queues. Select Enable all for configuration and select the queues you want to create. If you have not done so, the system will prompt you to create batch queues the first time you start PDS.

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