Intergraph Smart 3D

Installation & Configuration Checklist

Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

Set Up the Smart 3D Database Server:

Task
Number

User

Comments/ Problems / Workarounds

Additional Resources

Tool

Step Description

1.0

S3D

Load Operating System on Database Server

1.0.1

S3D

Install Microsoft Windows Server 2008 R2 (64-bit)

on the Database Server

S3D

Enable Network Access in Windows Server 2008

Enable Network Access in Windows

Server 2008

S3D

Configure the Distributed COM Users Group

Configure the Distributed COM Users

Group

2.0

S3D

Configure the Database Server

2.0.1

S3D

Configure for Oracle (Plant Mode Only)

If you are using MSSQL Server 2008 SP3 as your database

software, skip to Task Number 2.0.2.

TR / CR Setup Notes

Installing and Configuring Oracle Server

Software

If you are using Smart 3D, install 64 bit Oracle (11.2.0.2.0) with
Patch 22. SP3D does not require Oracle Data Mining, Text, OLAP,
Spatial, and Label Security - leaving Enterprise Manager Repository.

S3D

Install and configure Oracle 11g R2 Standard or

Enterprise on the database server.

For external authentication is need to override definition of

Advanced Initialization Parameters os_authent_prefix = "" (empty string)

Install Oracle Server Software

Oracle11.2.02.
with Patch22

Supported Character Sets - are AL32UTF8

REDO log files should be sized(minimum 512MB) to switch in about
20 minutes

S3D

Configure Oracle Networking.

S3D

Generate Database Creation Scripts (optional)

S3D

Post Installation verify OracleService<SID>,

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

S3D

Use Oracle Net Manager to test the Database

Connection

The Smart 3D software uses the Oracle net

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

Configure Oracle Networking

Components

5/7/2014]

Intergraph Smart 3D
Installation & Configuration Checklist
Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

2.0.2

S3D

As a Local Administrator, log into Oracle and run the

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

S3D

Create the Oracle Goldengate administrator

Workshare Only

Script provided in the Oracle Global

Workshare Guide

S3D

Create the NT AUTHORITY\SYSTEM Oracle account. Workshare Only

Script provided in the Oracle Global

Workshare Guide

S3D

Configure for MSSQL Server 2008 SP3

S3D

If you are using Oracle 11g as your database software and have
completed Task Number 2.0.1, skip this section and go to Task
Number 3.0.
If you are using Smart 3D in a stand-alone environment, install SQL
Server 2008 SP3 Standard edition. If you are using Smart 3D in a
Global Workshare Environment, install SQL Server 2008 SP3
Install and configure MSSQL Server 2008 SP3 on the
Enterprise edition. Microsoft SQL Server 2008 SP3 requires XML
database server.
6.0 SP1. Review the "Monitoring the Databases" section of the
Installation Guide for important information before creating your SQL
databases.

S3D

Verify automatic startup of MSSQL Server 2008 SP3

services.

S3D

Register the database server in the Enterprise

Manager console.

S3D

Assign system administrator privileges and grant

access to Smart 3D users.

Installing and Configuring Microsoft SQL

Server 2008 SP3

Install Microsoft SQL Server 2008 SP3

and Monitoring the Databases

Verify Automatic Startup of Microsoft

SQL Server 2008 Services

Assign System Administrator Privileges

for SQL Server 2008

S
3.0

S3D

Install Prerequisite Software on Smart 3D

Database Server

S3D

Internet Explorer 9.0 or later

Available from the Microsoft web site.

S3D

Adobe Reader 10.0 or higher

Available from Adobe web site.

S3D

Microsoft NET Framework 3.5 SP1

Delivered on the product CD under Prerequisite Software.

Set Up the Smart 3D Workstation Computer:

4.0

S3D

Load Operating System on Workstation

5/7/2014]

Intergraph Smart 3D
Installation & Configuration Checklist
Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

4.0.1

4.0.2

If you are using MSSQL Server 2008 SP3 as your database

software, skip this section and go to Task Number 4.0.2. Do not use
Install Oracle Client Software
Oracle "light client" as it does not include some of the DLLs required
by Smart 3D.

S3D

Install the Oracle 32 bit 11g Client (11.2.0.2 with

Patch 822) software on the workstation. (Plant
Mode Only)

S3D

Configure the Oracle Client.

Configure the Oracle Client

S3D

Verify startup of the Oracle Client Services.

Verify Startup of Oracle Client Services

S3D

Install the 64 bit Oracle11g Client (11.2.0.2 with

Patch 822) on the IFC and the Batch server for 64
bit services.

S3D

If you are using MSSQL Server 2008 SP3 as your database

software, skip this section and go to Task Number 4.0.2. Do not use
Install 64 bit Oracle Client Software
Oracle "light client" as it does not include some of the DLLs required
by Smart 3D
If you are using Oracle 11g as your database software, skip this
Install MSSQL Server 2008 SP3 Client Software on
section and have completed Task Number 4.0.1, go to Task
the Smart 3D Workstation
Number 4.1.
Microsoft SQL Server 2008 SP3 requires XML 6.0 SP1 and will
automatically install it as part of the SQL Server 2008 SP3
Prerequisite installation.

Install Microsoft SQL Server 2008 SP3

Client

S3D

Install Microsoft SQL Server 2008 SP3 Client Tools

S3D

Install Prerequisite Software on the Smart

3D Workstation

S3D

Internet Explorer 9.0

Available from the Microsoft web site.

S3D

Install Microsoft Excel 2010 (32-bit only)

Microsoft Excel is required for reports generation.

S3D

Adobe Reader 10.0 or higher

Available from the Adobe web site.

S3D

SmartPlant License Manager Client

Available on the SmartPlant License Manager installation DVD

Install SmartPlant License Manager

Client

4.2

S3D

Install Smart 3D Client Software

4.2.1

S3D

Install Smart 3D Reference Data.

Delivered on the product CD.

Install Smart 3D Reference Data

4.2.2

S3D

Install the Smart 3D Client software.

Delivered on the product CD.

Install Smart 3D Client Software

S3D

Configure Network Shares.

Configure Network Shares

S3D

Register Solid Edge Version 20 .DLL File (optional)

Register Solid Edge Version 20 .DLL File

S3D

Configure for an Integrated Environment

Install SmartPlant Schema Component, Install SmartPlant Client.

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

Configure for an Integrated Environment

S3D

Install and Configure the Name Generator

Service.

Delivered on the product CD.

Installing the Name Generator Service

4.1

4.3

Loading Prerequisite Software on the

Client

Install Microsoft Office

5/7/2014]

Intergraph Smart 3D
Installation & Configuration Checklist
Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

4.4

S3D

Install Smart 3D PDS Project Translators.

4.5

S3D

Integrate with SmartPlant P&ID.

4.6

S3D

Install PDS Export Tools.

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

4.7

S3D

Install PDS Data Access

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

4.8

S3D

Install Programming Resources.

Delivered on the product CD.

Install Programming Resources

4.8.1

S3D

Install the Smart 3D Command Wizard.

Delivered as part of the Programming Resources setup.

Install the Smart 3D Command Wizard

4.8.2

S3D

Install the Smart 3D Symbol/Part Definition Wizard.

Delivered as part of the Programming Resources setup.

Install the Smart 3D Symbol/Part

Definition Wizard

4.9

S3D

Install Piping Specification Remote Access

Server.

Delivered as part of Smart 3D setup

4.9.1

S3D

Configure the Piping Specification Remote Access

Server Service

Configure the Piping Specification

Remote Access Server Service

4.9.2

S3D

Register the Site Database for P&ID Access

Register the Site Database for P&ID

Access

Delivered on the product CD.

Install Smart 3D PDS Project Translators

Integrating with SmartPlant P&ID

Create the Smart 3D Databases:

5.0

S3D

Create the Site, Catalog, and Schema

Databases

Configuring the Databases

5.0.1

S3D

Create the Site, Catalog, and Schema Databases for

SQL

Create the Site, Catalog, and Schema

Databases for SQL

5.0.2

S3D

Create the Site, Catalog, and Schema Databases for

Oracle

Create the Site, Catalog, and Schema

Databases for Oracle

51
4

5/7/2014]

Intergraph Smart 3D
Installation & Configuration Checklist
Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

5.1

S3D

Create the Model and Reports Databases

5.1.1

S3D

Create the Model and Reports Databases for SQL

Create the Model and Report Databases

for SQL

5.1.2

S3D

Create the Model and Reports Databases for Oracle.

Create the Model and Report Databases

for Oracle

5.2

S3D

Assign Access Permissions

Assign Access Permissions

Configure the Interference Detection Server

6.0

S3D

Set Up Server-Based Interference Checking

6.0.1

S3D

Install Databases Interference Detection Service.

Install Database Interference Detection

Service

6.0.2

S3D

Create IFC Permission Group Folder and Permission

Group

Create IFC Permission Group Folder and

Permission Group

Working in an Integrated Environment

7.0

S3D

Configure the Smart 3D Integration Plant

7.0.1

S3D

Register via Project Management with SPF plant

For guidelines about integrating Smart 3D, see the

SmartPlant Enterprise Installation and Configuration
Checklist.

Configure the Smart 3D

Integration Plant

5/7/2014]

Intergraph Smart 3D
Installation & Configuration Checklist
Software
Version 2014 R1 (10.1)
Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Intergraph Smart 3D Installation Guide.
Smart 3D Installation and Configuration Flowchart

7.0.2

S3D

Retrieve PBS document

7.0.3

S3D

Retrieve additional documents (example, PID

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

5/7/2014]

Smart 3D Flowchart
Smart 3D Installation and Configuration Checklist

5/7/2014]