SP3DInstall Checklist

SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

User

Tool

Step Description

1.0

SP3D

Load Operating System on SmartPlant 3D Database Server

1.0.1

SP3D

Install Windows 2003 Server SP2 on the SmartPlant 3D Database Server

SP3D

Load Windows 2003 Server SP1

SP3D

Enable Network Access in Windows Server 2003

2.0

SP3D

Configure the SmartPlant 3D Database Server

2.0.1

SP3D

Configure for Oracle

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

You can download the service pack from the Microsoft web site.

If you are using MSSQL Server 2005 as your database software, skip to Task Number 2.0.2.

Installing and Configuring Oracle Server Software

If you are using SmartPlant 3D in a stand-alone environment, install Oracle Standard edition (10.2.0.1). If you are using SmartPlant 3D in a Global Workshare environment, install Oracle Enterprise edition (10.2.0.4). SP3D does not require Oracle Data Mining, Text, OLAP, Spatial, and Label Security - leaving Enterprise Manager Repository. SP3D

Install and configure Oracle 10gR2 Standard or Enterprise on the database server.

For external authentication is need to override definition of Advanced Install Oracle Server Software Initialization Parameters os_authent_prefix = "" (empty string) Supported Character Sets - are AL32UTF8 or WE8MSWIN1252 used with AL16UTF16 National Character Set

SP3D

Configure Oracle Networking.

SP3D

Post Installation install Oracle Services for Microsoft Transaction Server 10.2.0.4

SP3D

Generate Database Creation Scripts

REDO log files should be sized to switch in about 20 minutes The SmartPlant 3D software uses the Oracle net service to establish and maintain network sessions from client applications to the Oracle database server. After a network connection is established, this utility acts as a data courier for the client application and the database server.

1

Configure Oracle Networking Components

2/10/2009]

SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

2.0.2

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

SP3D

Post Installation verify oracleMTSRecoveryService, OracleService, OracleDBConsole, and OracleTNSListener services are started and set to automatic

SP3D

Use Oracle Net Manager to test the Database Connection

SP3D

As a Local Administrator, log into Oracle and run the SP3DRoles.sql, SP3DUser.sql, and SP3DProjectAdministrator.sql scripts

SP3D

Create the Oracle Streams Tablespace.

Workshare Only

Create the Oracle Streams Tablespace

SP3D

Create the Oracle Streams Administrator.

Workshare Only

Create the Oracle Streams Administrator

SP3D

Configure for MSSQL Server 2005

If you are using Oracle 10gR2 as your database software and have completed Task Number 2.0.1, skip this section and go to Task Number 3.0.

Installing and Configuring Microsoft SQL Server 2005

SP3D

If you are using SmartPlant 3D in a stand-along environment, install Install and configure MSSQL Server 2005 SP2 on the SQL Server 2005 Standard edition. If you are using SmartPlant 3D in a Global Workshare Environment, install SQL Server 2005 database server. Enterprise edition. Microsoft SQL Server 2005 requires XML 6.

Install Microsoft SQL Server 2005

SP3D

Verify automatic startup of MSSQL Server 2005 services.

Verify Automatic Startup of Microsoft SQL Server 2005 Services

SP3D

Register the database server in the Enterprise Manager console.

SP3D

Assign system administrator privileges.

TR / CR Setup Notes

Assign System Administrator Privileges for SQL Server 2005

S 3.0

SP3D

Install Prerequisite Software on SmartPlant 3D Database Server

SP3D

MSXML 4.0 SP2

Available from the Microsoft web site.

SP3D

MSXML 4.0 Hotfix KB832414

Available from the Microsoft web site.

2

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SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

User

Tool

Step Description

Comments/ Problems / Workarounds

SP3D

Internet Explorer 7.0 or later

Available from the Microsoft web site.

SP3D

Adobe Reader

Available from Adobe web site.

SP3D

Microsoft NET Framework 2.0

Delivered on the product CD under Prerequisite Software.

SP3D

Microsoft NET Framework 3.5 SP1

Available from the Microsoft web site.

Additional Resources

TR / CR Setup Notes

Set Up the SmartPlant 3D Workstation Computer: 4.0

SP3D

Load Operating System on SmartPlant 3D Workstation

4.0.1

SP3D

Install the Oracle Client software on the SmartPlant 3D workstation.

SP3D

Configure the Oracle Client.

Configure the Oracle Client

SP3D

Verify startup of the Oracle Client Services.

Verify Startup of Oracle Client Services

SP3D

Install MSSQL Server 2005 Client Software on the SmartPlant 3D Workstation

4.0.2

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 4.0.2. Do not use Oracle "light client" as it does not include some of the DLLs required by SmartPlant 3D.

Install Oracle Client Software

If you are using Oracle 10gR2 as your database software, skip this section and have completed Task Number 4.0.1, go to Task Number 4.1.

3

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SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

4.1

4.2

User

Tool

Step Description

Comments/ Problems / Workarounds Microsoft SQL Server 2005 requires XML 6.0 and will automatically install it as part of the SQL Server 2005 Prerequisite installation. However, the SmartPlant 3D Drawings and Reports task requires XML 4.0 Service Pack 2. Make sure you have both versions of XML installed.

Additional Resources

TR / CR Setup Notes

Install Microsoft SQL Server 2005 Client

SP3D

Install Microsoft SQL Server 2005 Client Tools

SP3D

Install Prerequisite Software on the SmartPlant 3D Workstation

SP3D

MSXML 4.0 SP2

Available from the Microsoft web site.

SP3D

MSXML 4.0 Hotfix KB832414

Available from the Microsoft web site.

SP3D

Internet Explorer 7.0 or later

Available from the Microsoft web site.

SP3D

Microsoft NET Framework 2.0

Available from the Microsoft web site.

Install Microsoft .NET Framework

SP3D

Install Excel 2003 or 2007

Excel is required for reports generation.

Install Microsoft Office

SP3D

Adobe Reader

Available from the Adobe web site.

Loading Prerequisite Software on the Client Install Microsoft XML 4.0 Service Pack 2 (Workstation)

SP3D Install SmartPlant 3D Client Software

4.2.1

SP3D Install SmartPlant 3D Reference Data.

Delivered on the product CD.

Install SmartPlant 3D Reference Data

4.2.2

SP3D Install the SmartPlant 3D Client software.

Delivered on the product CD.

Install SmartPlant 3D Client Software

SP3D

Configure Network Shares.

Configure Network Shares

SP3D

Configure for Large Model Drawing Generation.

Configure for Large Model Drawing Generation

SP3D

Register Solid Edge Version 18 .DLL File

Register Solid Edge Version 16 .DLL File 4

2/10/2009]

SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

User

Tool

Step Description

Comments/ Problems / Workarounds Install SmartPlant Schema Component, Install SmartPlant Client

Additional Resources

TR / CR Setup Notes

Configure for an Integrated Environment

SP3D

Configure for an Integrated Environment

4.3

SP3D

Install and Configure the Name Generator Service.

4.4

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

Install SmartPlant 3D PDS Project Translators

4.5

SP3D Integrate with SmartPlant P&ID.

Integrating with SmartPlant P&ID

4.6

SP3D Install PDS Export Tools.

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

4.7

SP3D Install PDS Data Access

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

4.8

SP3D Install Programming Resources.

Delivered on the product CD.

Install Programming Resources

4.8.1

SP3D

Install the SmartPlant 3D Command Wizard.

Delivered as part of the Programming Resources setup.

Install the SmartPlant 3D Command Wizard

4.8.2

SP3D

Install the SmartPlant 3D Symbol/Part Definition Wizard.

Delivered as part of the Programming Resources setup.

Install the SmartPlant 3D Symbol/Part Definition Wizard

4.9

SP3D

Install Piping Specification Remote Access Server.

Delivered as part of SmartPlant 3D setup

4.9.1

SP3D

Configure the Piping Specification Remote Access Server Service

Configure the Piping Specification Remote Access Server Service

4.9.2

SP3D

Register the Site Database for P&ID Access

Register the Site Database for P&ID Access

Installing the Name Generator Service

5

2/10/2009]

SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

Create the SmartPlant 3D Databases: 5.0

SP3D

Create the Site, Catalog, and Schema Databases

Configuring the Databases

5.0.1

SP3D

Create the Site, Catalog, and Schema Databases for SQL

Create the Site, Catalog, and Schema Databases for SQL

5.0.2

SP3D

Create the Site, Catalog, and Schema Databases for Oracle

Create the Site, Catalog, and Schema Databases for Oracle

51 5.1

SP3D Create the Model and Reports Databases

5.1.1

SP3D

Create the Model and Reports Databases for SQL

Create the Model and Report Databases for SQL

5.1.2

SP3D

Create the Model and Reports Databases for Oracle.

Create the Model and Report Databases for Oracle

5.2

SP3D Assign Access Permissions

Assign Access Permissions

6

2/10/2009]

SmartPlant 3D Installation & Configuration Checklist

Software Versions: 2009 (8.0)

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

SmartPlant 3D Installation and Configuration Flowchart

Set Up the SmartPlant 3D Database Server: Task Number

User

Tool

Step Description

Comments/ Problems / Workarounds

Additional Resources

TR / CR Setup Notes

Configure the Interference Detection Server 6.0

SP3D Set Up Server-Based Interference Checking

6.0.1

SP3D

Install Databases Interference Detection Service.

Install Database Interference Detection Service

6.0.2

SP3D

Create IFC Permission Group Folder and Permission Group

Create IFC Permission Group Folder and Permission Group

Working in an Integrated Environment 7.0

SP3D

Configure the SmartPlant 3D Integration Plant

7.0.1

SP3D

Register via Project Management with SPF plant

7.0.2

SP3D

Retrieve PBS document

7.0.3

SP3D

Retrieve additional documents (example, PID drawings, DDP data, Cable Schedule, and so forth)

For guidelines about integrating SmartPlant 3D, see the SmartPlant Enterprise Installation and Configuration Checklist .

7

Configure the SmartPlant 3D Integration Plant

2/10/2009]

SmartPlant 3D Flowchart SmartPlant 3D Installation and Configuration Checklist

8

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