Software Technical Notes

SmartPlant P&ID Remote Pipe Spec Access

Quick Reference Guide

Rev. 3 January 2011

Copyright
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2
Introduction
This document is a compilation of excerpts from the standard documentation delivered with
SPP&ID 2007 and 2009, and SP3D 2009. Also included is a section with troubleshooting
tips.

Contents
Note 1: Below is the list of documents where Remote Pipe Spec Access is discussed. The
order is consistent with the order in which a user will install and set up Remote Pipe Spec
Access.

Note 2: Version 2009 introduced a new feature: SmartPlant P&ID supports revisions of
SmartPlant 3D pipe specs. This is noted in the excerpt from the 2009 Release Bulletin, on
page 5. Version 2009 also includes an additional ProgID that must be entered in Data
Dictionary Manager. You will see this in the table on page 13. The addition of this feature
is the only difference between 2007 and 2009 Remote pipe Spec Access.

SECTIONS & DOCUMENTS FROM WHICH EXCERPTS WERE TAKEN:

Section/Document Name Page

System Setup 4
SPP&ID to SP3D Compatibility Table 5
SPP&ID Release Bulletin (Version 2009) 5
SmartPlant P&ID Installation and Upgrade Guide 6
SmartPlant P&ID Users Guide 7
SmartPlant P&ID Utilities Guide 12
SmartPlant P&ID Options Manager users Guide 16
SmartPlant P&ID Drawing Managers Users Guide 19
SmartPlant Catalog Managers Users Guide 19
SmartPlant 3D Installation Guide* 20
Troubleshooting Tips 33

*Please refer to this document for additional information regarding SP3D Installation and
Integration.

3
System Setup
There are 3 logical machines involved in the Piping Spec Remote Access feature the
last 2 below are sometimes on the same physical machine:

The SPP&ID Client machine, which must include:

The SPP&ID software, including its pre-requisites (such as SmartPlant
Engineering Manager)
The SmartPlant 3D Piping Specification Remote Access Client software

The SP3D Catalog Database Server (this is where the actual piping specs reside)

The Piping Specification Remote Access Server

The machine acting as the Piping Specification Remote Access Server must include all
the default SP3D components (Project Management, Piping Specification Remote Access
Server, SmartPlant 3D Server Connectivity, Bulkload Reference Data, Catalog,
Equipment, Systems and Specs, Electrical, Piping, etc). The only component which is not
required for the feature to work is the Database Interference Detection Service.
See below.

4
SPP&ID to SP3D Compatibility
Use the table below to determine the compatibility between SPP&ID versions and SP3D
versions, as well as the version of the Piping Specification Remote Access Client
software.

SP P&ID Version SP3D Version Piping Specification Remote

Access Client Version
2007 to 2007 SP5 HF1 All 2007 versions 7.0.42
2007 SP5 HF2 and higher All 2007 versions 1.0
2007 SP5 HF2 and higher All 2009 versions 1.0
All 2009 versions All 2007 versions 1.0
All 2009 versions All 2009 versions 1.0

SmartPlant P&ID Release Bulletin

New in Version 2009

SmartPlant P&ID supports revisions of SmartPlant 3D pipe specs. You can now create
a custom validation program, which can be used to implement validation on any of the
following events: creating, opening, closing, and deleting a drawing, editing drawing
properties, and printing.

5
 SmartPlant P&ID Installation and Upgrade Guide

Software Prerequisites
SmartPlant 3D Piping Specification Remote Access Client, Version 01.00. The Piping
Specification Client software is required for using SmartPlant 3D specifications in the
SmartPlant P&ID Piping Specification Utility and is available on the SmartPlant P&ID
product CD.

Loading SmartPlant P&ID Prerequisite Software

SmartPlant 3D Piping Specification Remote Access Client, Version 01.00. The Piping
Specification Client software is required for using SmartPlant 3D specifications in the
SmartPlant P&ID Piping Specification Utility and is available on the SmartPlant P&ID
Product CD.

Install SmartPlant 3D Piping Specification Remote Access Client

In order to use the Piping Specification utility with SmartPlant 3D, you must install the
SmartPlant 3D Piping Specification Remote Access Client.
1. Insert the SmartPlant P&ID CD into the CD-ROM drive.
2. On the SmartPlant P&ID Installation screen, click Prerequisite Software.
3. Click SmartPlant 3D Piping Specification Remote Access Client Installation.
4. Follow the instructions to install the client software.
5. When the setup is complete, click Close to return to the list of prerequisite
software.

6
SmartPlant P&ID Users Guide

Using the PipeSpec Utility

The Piping Specification utility works with PDS 3D or SmartPlant 3D to validate the
piping materials class with the temperatures, pressures, and diameters assigned to the
pipe run and to search commodity codes (in all 3D databases) and fabrication categories
(in PDS 3D databases only) for piping components. The database tables and library files
in the 3D product provide source information for the validation and search. The service
limits validation and automatic commodity code lookup can be disabled simultaneously
using a switch in Options Manager. For more information about modifying the PipeSpec
settings, see Options Manager Help. For more information about using the Piping
Specification utility with SmartPlant 3D, refer to the SmartPlant P&ID Installation and
Upgrade Guide for details about installing SmartPlant 3D Piping Specification Remote
Access Client.

In Data Dictionary Manager, the ValidateNomDiam.ForeignCalc program ID, which is

assigned to the Nominal Diameter property, starts the Piping Specification utility and
triggers the commodity code and fabrication category lookups when a nominal diameter
is changed. For more information about assigning program IDs, see Data Dictionary
Manager Help.

PDS 3D Files Used For PipeSpec

pd schema pdtable_102 table
ra schema pdtable_201 and pdtable_202 tables
library files us_pjstb.l, us_pjstb.l.r, and us_pjstb.l.t
.dll files PipeSpec.dll, pdpjs.dll, pdpjsx.dll, and ValidateServiceLimits.dll

Performing Service Limits Validation

The Piping Specification utility verifies that the temperatures and pressures assigned to a
pipe run comply with the service limits associated with the selected Piping Materials
Class. In continuous validation mode, which is activated by assigned settings in Options
Manager, this verification occurs each time that you modify either the Piping Materials
Class or a temperaturepressure pair in the process case data of the pipe run. The Service
Limits validation requires at least one complete temperature-pressure pair from among
design, alternate design, operating, and alternate operating cases. If any temperature-
pressure pair violates the service limits of the selected Piping Materials Class, a warning
displays the appropriate pairs. This warning appears in the design software by appending
an error string to the name of the PMC.

Performing Commodity Code and Fabrication Category Look Up

The Piping Specification utility looks up the Commodity Code and Fabrication
Category properties of inline piping components. In the continuous validation mode,
this lookup occurs each time the Piping Materials Class or any of the four case Max
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temperatures (Design, Alternate Design, Operating, and Alternate Operating) are
modified on the pipe run. Validation also occurs each time the Option Code or Nominal
Diameter of the component is modified. If the modification occurs on a property of a
piping component, then the lookup is restricted to that particular component, but if the
modification occurs on a property of a pipe run, then the lookup encompasses every
piping component on that run.

The minimum requirements to cause a lookup are that the piping component must be in a
pipe run, that the PMC of the pipe run must be populated and comply with service limits,
and that the nominal diameter of the piping component must be specified. If the PMC is
assigned but does not comply with the service limits, then the Commodity Code
property displays an error message.

The PipeSpec utility uses process case temperatures of the run during the commodity
code lookup only if the code for that component has a maximum temperature limit value
in the 3D database. For example, in PDS 3D, a value of -9999 for maximum temperature
in pdtable_202 indicates a null value, and the process case temperatures on the pipe run
are ignored for the lookup. If a maximum temperature exists for that component, then the
lookup insures this value is larger than all of the process case temperatures assigned to
the pipe run in which the piping component resides.

The software performs the look-up on fabrication category for PDS 3D PipeSpec
only; fabrication category is not supported for SmartPlant 3D.
The units for the PDS 3D maximum temperature are those specified in Options
Manager.

If any temperature values for the pipe run are unspecified, then a value of zero Deg-K is
assumed for each of the unspecified temperatures. If multiple records are obtained in the
lookup, then the utility returns a commodity code only if all of the records have the same
code value. If not, an error is recorded in the error-log file with the appropriate message.

The Fabrication Category property of inline piping components is a select-listed

property in SmartPlant P&ID. A relationship between the fabrication category and the
commodity name can be defined in the PDS 3D database. The Commodity Name is a
unique name for every symbol. In PDS 3D, this unique name is the AABBCC Code
property. SmartPlant symbols are assigned the same AABBCC Code properties in
Catalog Manager.

8
 Similarly, the Option Code property is a select list of text values in
SmartPlant P&ID, while it is a set of code numbers or indices in PDS 3D. Short Value
for the Option Code select list contains the PDS 3D indices corresponding to the
appropriate Option Code text in SmartPlant P&ID. The PipeSpec utility uses the entries
in the Short Value box of the Option Code list to obtain the Option Code used in the
PDS 3D database tables.

Log Files
Error messages are placed in the PipeSpecError.log file in the directory assigned to
the TEMP environment variable. Error messages help you identify the cause of
failure when the utility does not complete the tasks as expected. For example, if
minimum requirements are not met for the lookup, the missing properties are listed
in the log file.
The ServiceLimits.log file contains any errors encountered during the Service Limit
Validation process, which runs as part of the PipeSpec Utility.

Piping Specifications Dialog Box

Opens when you click the Calc button for the Piping Materials Class property
(PMC) for a pipe run in the Properties window, and allows you to choose a PMC from a
piping specification. This functionality is not available unless the proper settings are
defined in Options Manager and the applicable Program IDs are assigned in Data
Dictionary Manager. For more information about Piping Specification configuration, you
can refer to the SmartPlant P&ID Installation Guide by clicking Help > Printable
Guides.
Piping Materials Class Lists the PMCs in your piping specification. Choose one, and
depending on the settings in Options Manager, property validation for piping segments
and inline components is run. This can include checking service limits.

Assign a Piping Materials Class to a Pipe Run Using PipeSpec

The PipeSpec utility is not available unless the appropriate settings and
program IDs are assigned in Options Manager and Data Dictionary Manager,
respectively. For more information, see those Help files.
1. Select the pipe run.
2. Select the Piping Materials Class property for the pipe run in the Properties
window.
3. Click the Calc button .
4. On the Piping Specifications (see "Piping Specifications Dialog Box") dialog box,
choose the appropriate PMC from the list and click OK.

9
 Based on the chosen PMC and other assigned properties, such as Nominal
Diameter, Maximum Design Pressure, Maximum Design Temperature, and so
forth, the PipeSpec utility copies properties and checks limits in the entire run,
including inline components.

If you subsequently assign nominal diameters to inline valves or other

components, SmartPlant P&ID assigns commodity codes and fabrication
categories to them that correspond to the PMC of the pipe run and the
specifications in your 3D databases (fabrication category is not supported for
SmartPlant 3D). If you choose a diameter, for instance, that does not exist for the
assigned PMC, then the commodity code property becomes Not In Spec.
If you choose temperature- pressure limits for process cases that do not agree with
the assigned PMC, then the error Service Limits Error is added to the PMC for
the run.
Given the appropriate settings in Options Manager and Data Dictionary Manager,
you can manually assign commodity codes to inline components, and the PipeSpec
utility looks up accepted diameters and validates the assignment. For more
information, see Assign a Commodity Code to a Piping Component Using
PipeSpec.

Assign a Commodity Code to a Piping Component Using PipeSpec

The PipeSpec utility is not available unless the appropriate settings and
program IDs are assigned in Options Manager and Data Dictionary Manager,
respectively. For more information, see the Help files for those managers.
1. Select an inline component that belongs to a pipe run whose piping material class has
been defined. For more information on assigning a PMC, see Assign a Piping
Materials Class to a Pipe Run Using PipeSpec.
2. In the Properties window, define the Nominal Piping Diameter property for the
component.

You can verify that a commodity code (in all 3D databases) and fabrication category
(in PDS 3D databases only) have been assigned in the Properties window, or you can
open the error log,PipeSpecError.log, if properties have not been assigned as expected.
For more information about the error log, click Related Topics.

If continuous validation is turned on for the PipeSpec utility, then a pipe run with
temperature-pressure limits that do not agree with its PMC produces the error Error
in PMC in the commodity code for an inline component. For information about the
settings required for continuous service limits validation, see Options Manager Help.
With continuous validation, not only is the commodity code defined automatically,
but for PDS 3D, so is the Fabrication Category property for the inline components,
if the relationship is defined in your PDS 3D database.

10
 Adding or changing the option code can change the commodity code, if the
relationship is defined in your PDS 3D database.
If continuous validation is not activated but other appropriate settings and program
IDs are assigned, you can still click the Calc button for the Commodity Code
property and choose a code. However this does not verify that the component agrees
with a piping specification.

11
SmartPlant P&ID Utilities Guide
Piping Specification Utility
The Piping Specification Utility (PipeSpec) works with Intergraph PDS 3D or SmartPlant
3D to validate the piping materials class with the temperatures, pressures, and diameters
assigned to the pipe run and to search commodity codes and fabrication categories for
piping components. The database tables and library files in the 3D product provide
source information for the validation and search. The service limits validation and
automatic commodity code look- up can be disabled simultaneously using a switch in
Options Manager. For more information about modifying the PipeSpec settings, see the
Options Manager Help.
In Data Dictionary Manager, the ValidateNomDiam.ForeignCalc program ID, which is
assigned to the Nominal Diameter property, starts the Piping Specification Utility and
triggers the commodity code and fabrication category look-ups when a nominal diameter
is changed. For more information about assigning program IDs, see the Data Dictionary
Help.

PDS 3D Files Used for PipeSpec

pd schema pdtable_102 table
ra schema - pdtable_201 and pdtable_202 tables
library files us_pjstb.l, us_pjstb.l.r, and us_pjstb.l.t (The library file locations are
listed in pdtable_102.)
.dll files PipeSpec.dll, pdpjs.dll, pdpjsx.dll, and ValidateServiceLimits.dll

The Piping Specification utility allows separate logon for the ra and pd schemas in the
PDS 3D database.

To use the Piping Specification Utility with SmartPlant 3D, you must install the
SmartPlant 3D Piping Specification Remote Access Client, which is available on the
SmartPlant P&ID product CD under Prerequisite Software.
The software performs the look-up on fabrication category for PDS 3D PipeSpec
only; fabrication category is not supported for SmartPlant 3D.
All of the displayed text strings are maintained as Visual Basic resources in the
PipeSpec.dll. These strings can be translated or modified as required using a
resource file editor.
When performing piping materials class validations, commodity code lookup, or
validation of nominal diameter for SmartPlant 3D, the Piping Specification Utility
assigns the revision number from the SmartPlant 3D piping material class to the
Piping Material Class Revision property.
Error messages are placed in the PipeSpecError.log file in the directory assigned to
the TEMP environment variable. Error messages help you identify the cause of
failure when the utility does not complete the tasks as expected. For example, if

12
 minimum requirements are not met for the look-up, the missing properties are listed in
the log file.
The ServiceLimits.log file contains any errors encountered during the Service Limit
Validation process, which runs as part of the Piping Specification Utility.
1.

Enter Required ProgIDs

1. Click Start > SPEM > Data Dictionary Manager.
2. Click the Database Tables button.
3. Click each database table listed in the following table.

Database Property Calculation ID Validation ID

Table
Case Pressure PipeSpec.
Process CommodityCode
Validator
Case Temperature PipeSpec.
Process CommodityCode
Validator
Inline Nominal ValidateNomDiam.
Component Diameter ForeignCalc
Inline Commodity PipeSpec.
Component Code CommodityCode
Validator
Pipe Run Piping Materials Class PipeSpec. PipeSpec.
PMCFinder CommodityCode
Validator
*Pipe Run Nominal Diameter PipeSpec.
NPDFinder
*Pipe Run SP_PipeSpecRevision PipeSpec.
CommodityCode
Validator
*Piping Option Code PipeSpec. PipeSpec.
Component OptionCodeFinder CommodityCode
Validator

The Calculation IDs for the Nominal Diameter and SP_PipeSpecRevision

properties in the Pipe Run table and the Option Code property in the Piping Component
table (items marked with an (*) asterisk) are available only when the pipe specification
source is SmartPlant 3D. These validations are not available when the piping
specification source is PDS 3D.

13
4. Double-click each property to display the Modify Property dialog box (see example
below).

5. Type the necessary information in the given fields; then click OK to save and close.
6. Repeat the steps 3 - 5 above to update each database table.

Enter Settings Area Data

1. Click Start > SmartPlant P&ID > Options Manager.
2. In Options Manager, click Settings.
3. To enable continuous service limit validation and automatic commodity code lookup,
choose Yes in the Enable Piping Specification Validation field and then choose
either PDS3D or SmartPlant 3D in the Use Piping Specification field, depending on
the type of 3D database to which you are connecting.

When changing the Use Piping Specification setting from No to either PDS3D or
SmartPlant 3D, validation occurs only for items modified after the change.
If the Enable Piping Specification Validation setting is No and the Use Piping
Specification setting is PDS3D or SmartPlant 3D, continuous service limits
validation and automatic commodity code lookup are not available. However, the
PipeSpec Commodity Code Lookup utility continues to provide other
capabilities in SmartPlant P&ID.
If you choose to set the Use Piping Specification field to No, the PipeSpec utility
continues to provide other functionalities. You can enable the selection of piping
material class by using the Calculation button in the PipeRun > Piping Material
Class field. You can enable the manual look-up of commodity codes for the
selected piping components by using the Calculation button in the Piping
Component > Commodity Code field.
If connecting to a SmartPlant 3D database, fill in the database information in the
SmartPlant 3D Plant Name and SmartPlant 3D Server Name fields, and then
skip the rest of this procedure.

14
 If connecting to a PDS 3D database, proceed with the remaining steps of this
procedure.
4. Select the PDS Database Type from the select list. Currently MSSQL and Oracle are
supported.
5. Type the value for PDS Database Server/Alias. For MSSQL, this is the server name
for the MSSQL database. For Oracle, this is the Alias name on the Oracle client
machine.
6. Type the database name for PDS Database Name. The database name is not required
for Oracle databases. The default value must be at least a blank space, not a null, for
Oracle databases.
7. Type the user name and password of the ra schema of a PDS 3D project under PDS
Approved Reference Database Schema Name and PDS Approved Reference
Database Schema Password respectively.
8. Type the user name and password of the pd schema of a PDS 3D project under PDS
Project Control Database Schema Name and PDS Project Control Database
Schema Password respectively.
9. In the Max-Temperature Unit in PDS3D list, select the unit of measurement used in
PDS 3D for the maximum temperature limit for piping components.

15
SmartPlant P&ID Options Manager Users Guide
Understanding Reference Data Settings
The following reference data settings are defined using SmartPlant P&ID Options
Manager to specify the location of particular types of data. You can specify various
default settings used in creating P&IDs and sharing data with other applications, like PDS
3D.
Display undefined as Allows you to define how you want a null value to appear in
the Properties window. When you select Display Null from the Properties window
toolbar, you see this value for all properties that are null. Use the Null setting definition if
you are using the PipeSpec Commodity Code Lookup utility.

Enable piping specification validation Invokes continuous service limits validation

and automatic commodity code lookup if the Use piping specification setting is PDS3D
or SmartPlant 3D and this setting is Yes. If the Use piping specification setting is
PDS3D or SmartPlant 3D and this setting is No, service limits validation and
commodity code lookup are not available. However, the PipeSpec Commodity Code
Lookup utility continues to provide other capabilities in SmartPlant P&ID. If you enter
the applicable program IDs in SmartPlant Data Dictionary Manager, you enable the Calc
button in the Piping material class property for a pipe run and in the Commodity
code property for a piping component.

Max-temperature unit in PDS3D Specifies the units used for maximum temperature
in PDS 3D. You can select Deg-F, Deg-C, Deg-K, or Deg-R from the list for this setting.
The PipeSpec Commodity Code Lookup utility uses this setting.

PDS approved reference database schema name Type the user name created for the
ra schema of the PDS 3D project.
PDS approved reference database schema password Type the password for the
user created for the ra schema of the PDS 3D project.
PDS database name Type the name of the PDS database. This field is required for
Microsoft SQL Server databases.
PDS database server/alias Type the name of the PDS server or an alias. This server
name is required for Microsoft SQL Server database. An Alias name on the client
machine is required for an Oracle database.
PDS database type Select the type of database. Valid options include Oracle or
Microsoft SQL Server.
PDS project control database schema name Type the user name created for the pd
schema of the PDS 3D project.
PDS project control database schema password Type the password for the user
created for the pd schema of the PDS 3D project.
This user must have access privileges in both the ra and pd database schemas.

16
SmartPlant 3D plant name Specifies the name of the SmartPlant 3D plant. The
PipeSpec Commodity Code Lookup utility uses this setting if SmartPlant 3D is specified
in the Use piping specification option.

SmartPlant 3D server name Specifies the server name that contains the SmartPlant
3D Piping Specification Remote Access Server COM+ application. The PipeSpec
Commodity Code Lookup utility uses this setting if SmartPlant 3D is specified in the Use
piping specification option.

Use piping specification Lists the choices for using the PipeSpec Commodity Code
Lookup utility.
No No type of calculation or validation for PipeSpec.
PDS3D Specifies the PDS 3D database for piping specification. When specified,
SmartPlant P&ID Options Manager checks corresponding settings to make sure that
the PDS 3D database connections are defined.
SmartPlant 3D SmartPlant 3D database is used for piping specification. Once
specified, SmartPlant P&ID Options Manager checks corresponding settings to make
sure that the server and plant name are defined.

Configure PipeSpec Settings

1. In SmartPlant P&ID Options Manager, click Settings.
2. In the Enable piping specification validation field, choose Yes.
3. In the Use piping specification field, select either the PDS3D or the SmartPlant 3D
option, depending on the type of 3D database to which you are connected.

These options enable continuous service limit validation and automatic

commodity code lookup.
If the Use Piping Specification setting is PDS3D or SmartPlant 3D and the
Enable Piping Specification Validation setting is No, continuous service limits
validation and automatic commodity code lookup are not available. However, the
PipeSpec Commodity Code Lookup utility continues to provide other capabilities
in SmartPlant P&ID. If you enter the applicable program IDs in SmartPlant Data
Dictionary Manager, you enable the Calc button in the Piping Material Class
property for a pipe run and in the Commodity Code property for a piping
component.
4. If you connect to a SmartPlant 3D database, fill in the database information in the
SmartPlant 3D Plant Name and SmartPlant 3D Server Name fields. If you
connect to a PDS 3D database, proceed with the remaining steps of this procedure.
5. Enter the database name in the PDS Database Name field.
The database name is not required for Oracle databases. The default value of a
blank space, not a null, must be assigned for Oracle databases.
6. Select the database type from the PDS Database Type list.
17
7. Enter the user name and password of the pd schema of a PDS 3D project in the PDS
Project Control Database Schema Name and PDS Project Control Database
schema Password fields, respectively.
8. Type the user name and password of the ra schema of your PDS 3D project in the
PDS Approved Reference Database Schema name and PDS Approved Reference
Database Schema Password fields, respectively.
9. Type a value in the PDS Database Server/Alias field.
This entry defines the server name for an Microsoft SQL Server database or the
Alias name on the client machine for an Oracle database.
10. In the Max-temperature unit in PDS3D list, select the unit of measurement used in
PDS 3D for the maximum temperature limit for piping components.

For more information about changing reference data settings, see Change Reference
Data Settings.
The PipeSpec Commodity Code Lookup utility uses these settings. For more
information about using this utility, see Data Dictionary Manager Help and
SmartPlant P&ID Help. Calculation and validation programs are assigned in
SmartPlant Data Dictionary Manager, and the utility runs because of actions in
SmartPlant P&ID.
The PipeSpec Commodity Code Lookup utility does not run on specialty piping
components. If the IsspecialtyItem value is True, then the utility ignores the piping
component. If the value is False, then the utility processes the properties for the
component as usual. The IsspecialtyItem property is specified in SmartPlant
Catalog Manager.

18
SmartPlant P&ID Drawing Managers Users Guide
Global Validation Command (File Menu)
Opens the Global Validation dialog box, from which you can implement changes to the
plant's item tag configuration, 3D pipe specifications, or insulation specifications for the
selected drawings.

Global Validation Dialog Box

Allows you to implement changes to the plant's item tag configuration, 3D pipe
specifications, or insulation specifications for the selected drawings. You can open this
dialog box by selecting one or more drawings and then clicking File > Global
Validation.

Validation programs Allows you to select the following programs for validation in
the selected drawings:

Pipe spec validation Validates pipe spec data that was changed in SmartPlant 3D
or PDS 3D databases Not available in this version; however, you can run this option
using the Global Validation Utility.

Any errors that occur for the item tag or insulation spec validations will appear in the
AutomationError.log file. Errors in the pipe spec validation will appear in the
PipeSpecError.log file. Both of these files are generated whether or not the process
encounters an error, and they are located in the Temp folder.

SmartPlant Catalog Managers Users Guide

Create Piping Symbols
1) When you create specialty piping items, you must change the Pipe Spec
validation code. If the value in the IsSpecialtyItem column is True, the Pipe Spec
lookup code will ignore this item. If value is False, the Pipe Spec lookup
processing will proceed normally.

19
SmartPlant 3D Installation Guide
Version 2009 Service Pack 1 February 2009 DSP3D-PE-200019H

Integrating with SmartPlant P&ID

To take advantage of the software's SmartPlant P&ID integration functionality, you must
install the Piping Specification Remote Access Server and Client setups. The remote
access server setup is available as an option in the SmartPlant 3D Installation setup for
the workstation computer. The remote access client must be installed on a computer
running SmartPlant P&ID and is an available option with the SmartPlant P&ID product.
After both features are installed, you can use P&ID design basis information for
correlation with SmartPlant 3D.

When installing the Piping Specification Remote Access Server component, you must
also install the Bulkload Reference Data and the SmartPlant 3D Server Connectivity
components as they are required for the Piping Specifications Remote Access Server
to work.
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.
For more specific information about using the SmartPlant P&ID integration functionality
included with the software, please contact Intergraph Support
(http://www.intergraph.com/support).
See Also
Configure the Piping Specification Remote Access Server Service (XP Client
Configure the Piping Specification Remote Access Server Service (Vista Client)
Register the Site Database for P&ID Access

Enable Network Access in Windows Server 2003

The following procedures for enabling network access are required only if you are using
Windows Server 2003 on the computer.

20
Enable Network COM+ Access
1. Open the Control Panel and double-click Add or Remove Programs.
2. In the Add or Remove Programs window, click Add/Remove Windows
Components.
3. On the Windows Components Wizard page, select Application Server in the
Components list, and then click Details.
4. In the Subcomponents of Application Server list, click Enable network COM+
access and then click OK.
5. Click Next to complete the Windows Components Wizard.
6. Click Finish on the Configuring Components page.

Enable Network DTC Access

COM+ applications that use databases, and that you install on separate computers do not
always perform optimally unless you enable network DTC access. Use the following
procedure to enable network DTC access:
1. Open the Control Panel and double-click Add or Remove Programs.
2. In the Add or Remove Programs window, click Add/Remove Windows
Components.
3. On the Windows Components Wizard page, select Application Server in the
Components list, and then click Details.
4. In the Subcomponents of Application Server list, click Enable network DTC
access and then click OK.
5. Click Next to complete the Windows Components Wizard.
6. Click Finish on the Configuring Components page. For the settings to take effect,
you must stop and restart the Distributed Transaction Coordinator service.

Stop and Restart MSDTC

1. Open the Control Panel, double-click Administrative Tools, and then double-click
Services.

21
2. Right-click the Distributed Transaction Coordinator service, and select Stop from
the shortcut menu.

3. Right-click the Distributed Transaction Coordinator service again, and select Start
from the shortcut menu.
If you have additional resource manager services that participate in the
distributed transactions, you must stop and restart those services as well.
See Also
Instructions for Microsoft Windows Server 2003

Configure the Piping Specification Remote Access

Server Service (XP Client)
In order to use the SmartPlant P&ID integration tools available with the software, the
Piping Specification Remote Access Server service must be installed and properly
configured on the system on which SmartPlant 3D has been installed. Perform the
following steps to verify and, if necessary, manually install and configure the COM+
application.

You must have administrator privileges on the workstation computer in order to

perform this installation procedure.
The Piping Specification Remote Access Server service is installed as part of the
SmartPlant 3D Installation setup. You must also install the Bulkload Reference Data
and the SmartPlant 3D Server Connectivity components as they are required for the
Piping Specifications Remote Access Server to work. For more information, see
Install SmartPlant 3D Client Software.
The computer on which you have installed the Piping Specification Remote Access
Server becomes a "server" for SmartPlant P&ID clients and therefore must be
powered on and available whenever P&ID needs to access the catalog. For example,
you could use the computer that is used for the Interference Checking service.

22
Verify SP3D Piping Specification Remote Access Server Service
1. Open the Control Panel and double-click Administrative Tools.
2. In the Administrative Tools window, double-click Component Services to start the
component services Microsoft Management Console (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 SP3DPipingSpecRemoteAccessServer icon appears under COM+

Applications. If it exists, skip to step 15. If it does not exist, perform steps 6-14 to
install and configure the COM+ application.

23
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 Next on 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 the
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. Click Finish to begin the installation.

24
 When installation is complete, a SP3DPipingSpecRemoteAccessServer.1 node
is placed under COM+ Applications.

14. In the left tree view, right-click SP3DPipingSpecRemoteAccessServer and select

Properties.
15. On the Advanced tab of the SP3DPipingSpecRemoteAccessServer Properties
dialog box, change the Minutes until idle shutdown value to 0.

25
16. On the Security tab, disable Enforce access checks for this application and click
OK.

17. Next, expand the SP3DPipingSpecRemoteAccessServer and the Components

nodes.
18. 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 19-22.
19. On the horizontal toolbar, click Action > New > Component. The COM
Component Installation Wizard appears.
20. Click Next on the Welcome to the COM Component Install Wizard.
21. 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.

26
22. Click Next on the Install new components page, then click Finish to complete the
installation procedure.
23. The Component Services window shows the
SP3DRefDataMiddleTierService.RefdataMiddle.1 component installed in the
SP3DPipingSpecRemoteAccessServer application.

See Also
Integrating with SmartPlant P&ID

Configure the Piping Specification Remote Access

Server Service (Vista Client)
In order to use the SmartPlant P&ID integration tools available with the software, the
Piping Specification Remote Access Server service must be installed and properly
configured on the system on which SmartPlant 3D has been installed. Perform the
following steps to verify and, if necessary, manually install and configure the COM+
application.

You must have administrator privileges on the workstation computer in order to

perform this installation procedure.
The Piping Specification Remote Access Server service is installed as part of the
SmartPlant 3D Installation setup. You must also install the Bulkload Reference Data
and the SmartPlant 3D Server Connectivity components as they are required for the
Piping Specifications Remote Access Server to work. For more information, see
Install SmartPlant 3D Client Software.
The computer on which you have installed the Piping Specification Remote Access
Server becomes a "server" for SmartPlant P&ID clients and therefore must be
27
powered on and available whenever P&ID needs to access the catalog. For example,
you could use the computer that is used for the Interference Checking service.

Verify SP3D Piping Specification Remote Access Server Service

1. Click Start > All Programs > Accessories > Run.
2. Key in 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.

28
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 Next on 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.

29
 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.

30
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.

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 SmartPlant 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.
31
2. Navigate to [Product Folder]\RefData\Tools\Bin\SetSiteForSPP&IDAccess.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.

32
Troubleshooting Tips

This is a list of issues seen by Intergraph Support. New tips will be added as they
become available. If you discover anything that may benefit the SmartPlant user
community, please contact SPP&ID Support by filing a Service Request. We will add
your tip to this section.

GENERAL NOTES

Refer to the compatibility matrix at the beginning of this document to check your
configuration.

SPP&ID 2009 must use version 1.0 of SmartPlant 3D Piping Specification

Remote Access Client. Version 01.00 is compatible with SP3D 2007 and SP3D
2009.

SPP&ID 2007.5 HF2 does work with SP3D 2009. Again, you must use version
1.0 of SmartPlant 3D Piping Specification Remote Access Client, which is
delivered on the DVD. It is a prerequisite on the load interface.

The most common problem on the SPP&ID side of Pipe Spec Access is the user does not
have all the ProgIDs defined in Data Dictionary Manager. Check the section from the
Utilities Guide to ensure all entries are complete and accurate.

Many problems with Pipe Spec Access to SP3D are caused by SP3D not being
configured correctly. Please review the SP3D Checklist in this section or file a Service
Request with Intergraph.

Pipe Spec Access uses two methods for finding the commodity code.

In a configuration using SPP&ID and PDS3D, the AABBCC code from SPP&ID
is correlated with the Commodity_Name in PDS3D PDTable_202.

In a configuration using SPP&ID and SP3D, the Value (column name) entry in
the Piping Component Type select list is correlated with the Short Code in the
SP3D spec.

33
TEST TOOL

SmartPlant 3D Piping Specification Remote Access Client delivers a test tool for use in
testing the connection between SPP&ID and SP3D. The test tool does not test
connections between SPP&ID and PDS3D.

The tool is available in the following location:

C:\Program Files\SmartPlant\3D\SPP&IDClient\Testing\Bin

The tool name is SP3DSPP&IDClientTester.exe.

Always run this test tool after you configure or modify the SPP&ID to SP3D connection.
If the tool does not make the connection, your plant will not make the connection either.
Error messages referring to the Suitcase, Instantiation or Invalid Plant Error
generally point to a problem on the SP3D side of your configuration.

The test tool works outside of the SPP&ID environment. The tool confirms only the
connection between the Remote Pipe Spec Client and the Remote Pipe Spec Server. If
the test tool successfully pulls a commodity code but you are not pulling commodity
codes in your SPP&ID plant, the most likely reason is an incorrect entry in the setup on
the SPP&ID side. Check each setting in Options Manager and each ProgID in Data
Dictionary Manager.

Common Errors Reported by Test Tool

Method of Object Failed

The Bulkload Reference Data component is required for Piping Specification
Remote Access Server to work; the bulkload component in turn needs 3D Server
Connectivity to be installed as well. Project Management is not required. The
bottom line is if these options are not selected with base options, and only Remote
Piping Specification is chosen the Remote Pipe Spec Test tool fails to
communicate with the database giving an error.

Failed to Instantiate The Server

This error might occur due to any of the following reasons.
1. If COM service is not available on the SP3D server machine.
2. If project database on the SP3D server machine is not registered.
3. If the name of the SP3D server machine is passed incorrectly to the
SetActivePlant API.
4. Sometimes it is observed that the COM+ service is not setup correctly and
wrong dll was used for the creation of the COM + service. Please check
34
 the dll \RefData\Middle\Bin\SP3DRefDataMiddleTierService.dll is used
to create the COM + service.
5. Sometimes reinstalling the Piping Specification Remote Access Client
resolves this issue.
6. Check the system event log information logged on the SP3D server
machine. One can access event log using the event viewer available at
\WINDOWS\system32\eventvwr.msc.

Invalid Plant Name

Check and verify the following
1. What is the OS where the service is located?
2. If the OS is Windows Server 2003, have you verified the SPP&ID users
are defined in the DCOM users group? All your users must exist in the
DCOM Users group.
3. Check for Application or System logs on the Piping Specification
Remote Access Server and on the client for additional information that
may help spot the problem.
4. Verify on the Piping Specification Remote Access Server (SP3D) that the
SP3D Site information defined at the main application level (modify
database and schema location) is the same as the one set at the Piping
Specification Remote Access level C:\Program
Files\smartplant\3d\RefData\Tools\Bin\SetSiteForPipingSpecRemoteAcc
ess.exe

SP3D CHECKLIST

1) On Windows Server 2003

All SPP&ID users that will be accessing the Piping Spec Remote Access Service
need to be defined in the local Distributed COM Users group, unless the same server
is used as a Name Generator server for SmartPlant 3D in which case 3D users must
also be defined here.

Make sure the correct Windows Components are configured on the machine running
the service; check the following

Add/Remove Windows Components

Select Application Server -> Details
Ensure both Enable Network COM+ Access and Enable Network DTC Access
are checked

35
2) On Windows XP server 32-bit

The Distributed COM app is not available in the same way it is seen on Windows
Server 2003.
Go to COM+ properties. This can be selected by selecting Control Panel ->
Administrative Tools -> Component Services, after Component Services window
opens, select Computers and expand to show My Computer, right mouse click on
my computer and choose Properties, choose the COM Security tab.
Edit limits for Launch and Activation Permissions. All SPP&ID users must be
included here with remote launch and activation permissions checked
SP3D Users do not need to be here, unless the same server is used as a Name
Generator server for SmartPlant 3D in which case SP3D users must be defined
here.

3) On a Windows XP server 64-bit

All SPP&ID users that will be accessing the Piping Spec Remote Access Service
need to be defined in local Distributed COM Users group.
3D Users do not need to be here, unless the same server is used as a Name
Generator server for SmartPlant 3D in which case 3D users must be defined here.

4) Firewall on server and client

If the firewall is turned ON:

Add MSDTC.exe to the Exceptions list
Open Port 135TCP (RCP)

The steps for enabling these exceptions are included with the SmartPlant 3D
Installation guide located under the Help folder.

5) Network problem preventing DTC transactions between Server and Client

Use DTCPING.exe, available on the Microsoft web site

6) Stop and Restart the COM+ service

Verify that no error message was received.

7) Check if the "SP3DRefDataMiddleTierService.dll" is registered

8) Completely recreate the SP3DPipingSpecRemoteAccessServer service

If OS is Windows Server 2003 or Windows XP x64, make sure after recreating that
you uncheck the Enforce Access check for this application on the Security tab of
the COM+ application.

36
9) Check the version of Remote Pipe Spec Access Client in Add and remove
Programs

Load 07.00.42.00 or 1.0 depending on compatibility matrix at the start of this

document.

10) Shut down COM+, Restart under an individual Administrators login

If rights and permissions on a user group have changed, the group may no longer be
allowed to run COM+
An indication of this type of problem is the service is stopped every time the user runs
the Test Tool, or attempts to use Pipe Spec in a SPP&ID.

11) Ensure that the username configured to run the Remote Pipe Spec service is in
the DCOM users group

12) If in the DCOM users group, is that same user in the Administrator group?

Did they recently change their password? If possible (i.e., no violation of customer
network rules) switch to Local System account and retry if error continues.

13) Switching to System account as identity for Piping Spec Remote Access Server
COM+ application, will work so long as the Piping Spec Access Server and
Database Server are on the same machine, otherwise make sure the account
configured as identity for Piping Spec Remote Server COM+ application meets these
database permission requirements on database engine where SmartPlant 3D catalog
resides.
MS SQL Server: Account must have Sysadmin role.
Oracle Server: Account must have been created with script
SP3DProjectAdministrator.sql delivered with SmartPlant 3D reference data
installation.

14) Verify on the SP3D server that the modify database and schema location defined
at the main application level is the same as the one set at the Program
Files\smartplant\3d\RefData\Tools\Bin\SetSiteForPipingSpecRemoteAccess.exe level

15) If one SPP&ID user can get data across from a SPP&ID client, but another user
cannot, check the following:

Make sure the user is defined in the DCOM users group on the Piping Spec
Access Server, or that it was included with remote launch and activation privilege
under COM+ security if OS is Windows XP 32-bit.
Make sure there is not a setup issue by having the user test by logging in from a
different workstation and testing
Make sure the Firewall (if enabled) has been appropriately configured in this
workstation.

37
 Check for Application or System logs of the client and Piping Spec Remote
Access Server for additional details of the failure.

Minimum Required Piping Specification Data

Question: What needs to be bulk loaded in SP3D in order for SPPID to be able to use
Remote Piping Specification Access?

The answer varies depending upon how much P&ID functionality is being used.
The minimum required data that needs to be bulk loaded into the SP3D catalog
database for SPPID to use remote pipe spec access:
1. DefaultProjectOptions: This sheet needs to have at least Piping Spec Version
Management option column with the value.
2. PipingMaterialsClassData: This is required.
Optional data that needs to be bulk loaded:
1. PipingCommodityFilter: This is optional if user does not want to check the
commodity codes. User can add only the required data to this sheet. For
example user can include only the data related to the valves and exclude all
other unusable data like flanges, elbows, etc.
PipeNominalDiameters: This is optional and is required only if user wants to
use the Allowable Nominal Piping Diameter data.
ServiceLimits: This is also optional

Revision History

Rev. Date Revised by Description/Reason

0 October 30, 2010 AM Initial release of new document
1 July 20, 2010 AM Added Common Errors Reported by Test Tool
2 August 11, 2010 AM Modified table on p.5 to state version 1 only in second row
3 January 7, 2011 AM Corrected the definitions of SmartPlant 3D plant name and
SmartPlant 3D server name on p.17

38