SmartPlant Instrumentation

Server
Installation and Configuration Guide

Version 2016 (11.0)

April 2016

DSPI2-PE-200024C
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SmartPlant Instrumentation Server Installation and Configuration Guide 2

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SmartPlant Instrumentation Server Installation and Configuration Guide 3

Contents
SmartPlant Instrumentation Server ........................................................................................................... 5
Hardware and Software Recommendations ........................................................................................... 5
SmartPlant Instrumentation Database Server .................................................................................. 5
SmartPlant Instrumentation Server Workstation .............................................................................. 7
Installing and Configuring SmartPlant Instrumentation Server ............................................................... 9
Enable File and Printer Sharing ....................................................................................................... 9
Install SmartPlant Instrumentation Server ...................................................................................... 10
Configure General Settings and Preferences ................................................................................ 11
Create a Printer Port for a 64-bit Operating System ...................................................................... 12

Index ........................................................................................................................................................... 15

SmartPlant Instrumentation Server Installation and Configuration Guide 4

SECTION 1

SmartPlant Instrumentation Server

SmartPlant Instrumentation Server is a component of the SmartPlant Instrumentation application
that extends the functionality of SmartPlant Instrumentation as follows:
 IDEAL users, who do not use the SmartPlant Instrumentation application, can connect to the
SmartPlant Instrumentation database and then display retrieved data in formats supported
by SmartPlant Instrumentation, for example, the .sma format for enhanced reports.
 External users can display SmartPlant Instrumentation data as .pdf files.
The installation of SmartPlant Instrumentation Server requires a special serial number.
If you have a full license for SmartPlant Explorer (not a test license), you can use your
SmartPlant Explorer license serial number when installing SmartPlant Instrumentation Server.

Hardware and Software Recommendations

Before beginning an installation of SmartPlant Instrumentation Server, verify that your servers
and end-user workstation computers meet the following hardware recommendations and
software requirements.

 The SmartPlant Instrumentation database management server installation was certified on

64-bit hardware with a 64-bit operating system and 32-bit database software. The client
machine installation was certified on 64-bit hardware with a 32-bit operating system and
32-bit database software for SmartPlant Instrumentation.
 The SmartPlant Instrumentation software cannot work with SQL Server 64-bit client because
it is a 32-bit application. The software works with SQL Server 32-bit client, which can then
work with SQL Server 64-bit server.
 When installing SmartPlant Instrumentation on a 64-bit operating system, the default
installation folder is Program Files (x86).

SmartPlant Instrumentation Database Server

Hardware Recommendations
 Pentium machine with 2.7 GHz processor (for Oracle), Xeon machine with 2 GHz processor
or higher (for SQL Server)
 4 GB RAM (depending on project size)
 100 BaseT or higher network interface (1 Gbit recommended)
 Digital tape or DVD backup system for server
 For all installations, DVD drive access, either locally or through a network connection

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 SmartPlant Instrumentation Server

Supported Operating Systems

 Windows Server 2012 R2 Standard & Dataserver
 The SmartPlant Instrumentation software cannot work with SQL Server 64-bit client
because it is a 32-bit application. The software works with SQL Server 32-bit client, which
can then work with SQL Server 64-bit server.

Supported Database Servers

 Microsoft SQL Server 2014
 Oracle 12c R1 client (12.1.0.2) Patch 2

Recommended Disk Space

Oracle 12c software

Oracle Server installation 2 GB

Initial Oracle instance 50 MB

Total 2.5 GB

SQL Server 2014 Software SmartPlant Instrumentation Software

SQL Server 2014 6 GB Initial SmartPlant 200 MB

installation Instrumentation database

SmartPlant 500 MB
Instrumentation data files
(5000 loops with wiring)

Total 6 GB Total 0.7 GB

Software Prerequisites
 A PDF reader (required for reading and saving various documents)
 Microsoft Internet Explorer 11
 Microsoft .NET Framework 4.5
 Microsoft Office 2013
 SmartPlant License Manager Version 2012 (12.00.05.00 or later)
Microsoft .NET Framework is delivered as part of Microsoft Windows Server installation.

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 SmartPlant Instrumentation Server

SmartPlant Instrumentation Server Workstation

Hardware Recommendations
 Pentium IV with 3 GHz processor or Pentium dual core with 2 GHz processor or higher
 4 GB RAM or higher
 100 BaseT or higher network interface (1 Gbit recommended)
 For SmartPlant Enterprise installation, DVD drive access, either locally or through a network
connection
 For SmartPlant Instrumentation installation, CD-ROM drive access, either locally or through
a network connection
 Windows supported printer access, either locally or through a network connection

Supported Operating Systems

 Microsoft Windows 7 SP1 Professional and Enterprise, 64-bit
 Microsoft Windows 8.1 SP1 Professional & Enterprise

 The operating system must be installed in an account where you have administrator
privileges.
 SmartPlant Instrumentation is certified on Windows 7 with UAC ‘On’ at Level 3 (Default).
 Due to security changes in Windows 8.1, users who require access to INIT/Backup,
upgrade, and Administration functions, must have administrative privileges for this
functionality to work correctly.

Supported Database Clients

 Microsoft SQL Server Client 2014
 Oracle 12c R1 client (12.1.0.2) Patch 2. The Oracle 32-bit Client is required for both 32-bit
and 64-bit Oracle databases.
The client database software must be of the same version as the server database
software.

Recommended Disk Space

Oracle 12c Software

Oracle Client installation 1 GB

Total 1 GB

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 SmartPlant Instrumentation Server

SQL Server 2014 Software SmartPlant Instrumentation Software

SQL Server 2014 2 GB SmartPlant Instrumentation 1.6 GB

Client installation application (full installation)

Total: 2 GB Total: 1.8 GB

Software Prerequisites
 A PDF reader (required for reading and saving various documents)
 Microsoft XML Core Services (MSXML) 6.0 SP1/SP3
 Microsoft Office 2013
32-bit SmartPlant Instrumentation Clients that cannot utilize the 64-bit Office 2013
solution due to bitwise incompatibilities should adopt 32-bit Office 2013. (Microsoft Excel is
required for working with report templates and for viewing the Installation Checklist and
various other files.)
 SmartPlant License Manager 12.00.05.00 or later.
 Microsoft .NET Framework 4.5
Microsoft .NET Framework is delivered as part of Microsoft Windows.

Optional Software
Apart from SmartSketch, the following software programs are not Intergraph
corporation software and are owned by third parties. It is the responsibility of the customer to
select in its sole discretion the applicable third party software customer desires to use to
generate reports and Intergraph makes no recommendation as to the choice of said third party
software. Customer is responsible for obtaining a valid license to use said third party software
from the owner of said third party software and to pay any license fees to the owner of said third
party software for the use of said third party software. INTERGRAPH DISCLAIMS AND
MAKES NO WARRANTY EITHER EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES
OF MERCHANTABILITY OR THE WARRANTIES OF FITNESS FOR A PARTICULAR
PURPOSE IN REGARDS TO SAID THIRD PARTY SOFTWARE.
 One of the following drawing software programs, if needed for loop drawings:
 SmartSketch 2014 R1 or similar graphical editor (required for editing border template
files and for symbol creation)
 Autodesk AutoCAD
 AutoCAD 2012 - The Save As functionality in SmartPlant Instrumentation 2016 only
saves drawings for use with AutoCAD 2012.
 AutoCAD 2014 - Drawings created in AutoCAD 2014 can be generated in
SmartPlant Instrumentation 2016.
 For compatibility with other versions, see the Version Compatibility section of the
Readme.pdf file in the SmartPlant Instrumentation folder.
 Bentley MicroStation —08

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 SmartPlant Instrumentation Server

 InfoMaker 12.5 (report generator / export data functionality software. Do not use a version of
Infomaker higher than 12.5, a downgrade utility is available from Intergraph support where
required.)
 For working in a Citrix environment;
 Citrix XenServer 6.5.

Installing and Configuring SmartPlant

Instrumentation Server
If you intend to use SmartPlant Instrumentation Server to generate PDF reports, you must do
the following:
 Enable file and printer sharing for the output document folder. For details, see Enable File
and Printer Sharing (on page 9).
 Install SmartPlant Instrumentation Server. For details, see Install SmartPlant
Instrumentation Server (on page 10).
 Configure SmartPlant Instrumentation Server settings. For details, see Configure General
Settings and Preferences (on page 11).
 Create a printer port manually if working on a 64-bit operating system. For details, see
Create a Printer Port for a 64-bit Operating System (on page 12).
When you install SmartPlant Instrumentation Server, the driver used for printing PDF
files, SmartPlant PDF Converter 4.51, is included in the installation.

Enable File and Printer Sharing

Open Windows Firewall as follows:
1. Click Start > Settings > Network Connections and choose a connection.
2. Right-click the connection and click Properties.
3. Click the Advanced tab.
4. Under Windows Firewall, click Settings.
5. Click the Exceptions tab.
6. Ensure that under Programs and Services, the File and Printer Sharing option is
selected.

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 SmartPlant Instrumentation Server

Install SmartPlant Instrumentation Server

If you have not already installed and configured SmartPlant License Manager on your
workstation, we recommend doing so before installing SmartPlant Instrumentation.
SmartPlant Instrumentation requires the SmartPlant License Manager software for
concurrent licensing for both the core SmartPlant Instrumentation product and for each
module. This licensing software is delivered on its own media. For more information about
using and configuring concurrent licensing, refer to the SmartPlant License Manager Online
Help.
The installation of SmartPlant Instrumentation Server requires that you have already installed
SmartPlant Instrumentation. For more information on how to install SmartPlant Instrumentation,
see the Installing SmartPlant Instrumentation section of the SmartPlant Instrumentation
Installation and Upgrade Guide.
The following procedure explains how to install the SmartPlant Instrumentation Server
components after installing SmartPlant Instrumentation.
1. Insert the SmartPlant Instrumentation DVD into the drive. If the installation does not start
automatically, double-click setup.exe in the main folder.
2. On the Welcome page, click Additional Software.
3. On the Additional Software page, click SmartPlant Instrumentation Server.
4. On the Welcome page, click Start Setup.
5. On the Details and Features page, type your name, company name, and serial number,
and click Next.

 If you have a full license for SmartPlant Explorer (not a test license), you can use your
SmartPlant Explorer license serial number.
 The serial number is used for initial installation purposes only. A license key is required
to run SmartPlant Instrumentation. For more information, refer to the SmartPlant
License Manager Online Help.
6. On completion of the installation, if you want to open the Readme file, select View Readme.

 The Readme file opens after you click Finish.

 We recommend that you choose to view the Readme file, as it contains important
information about SmartPlant Instrumentation. You can find this file, Readme.htm, in
the SmartPlant Instrumentation home folder or in the root folder of the installation
media.
7. Click Finish to complete the setup and installation.
The driver used for printing the PDF files is included in the SmartPlant Instrumentation
installation. This printer is used for PDF generation and should not be removed or used for any
other purpose. If you are unable to generate PDF files because this driver is missing, restore
the driver by running the executable file PDFInstall.exe, which is installed by default in the
software installation folder path ..\SmartPlant\Instrumentation\.

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 SmartPlant Instrumentation Server

Configure General Settings and Preferences

You must set the preferences for the IDEAL user to enable the software to generate reports with
IDEAL.
1. Log on to the SmartPlant Instrumentation application as the IDEAL user.
2. Click File > Preferences.
3. In the tree-view pane of the Preferences dialog box, click General.
4. Beside Temporary folder path, click Browse to navigate to the desired path.
5. Beside Output document folder, click Browse to specify the folder where you want the
software to generate the output files.

 You must define the output document folder as a shared folder, and the share name
must be identical to the folder name.
 The folder you select specifies the location of all enhanced report output files, not only
those generated by IDEAL.
6. In the tree-view pane, click SmartPlant Instrumentation Server.
7. From the Enhanced report format list, select the format in which you want to save IDEAL
output files for enhanced reports: SMA (for IDEAL) or PDF (for SmartPlant Explorer).
8. Beside Log file path, click Browse to specify the folder where you want the software to
generate the Events.log file.
We recommend that you specify a log file folder so that you can use the Events.log file
to troubleshoot problems that may occur, such as an inability to connect to the
database. The Events.log file can also help Intergraph Support in finding solutions to
document generation problems. The file holds information about your SmartPlant
Instrumentation Server settings and also contains records of any operation in which
SmartPlant Instrumentation Server was involved. For example, the log file can contain
records of all document generations performed by different users of IDEAL.
9. Specify a PSR folder path for instrument specifications as follows:
10. In the tree-view pane, beside Instrument Specifications, click to expand the tree.
11. Click Export/Import.
12. Under PSR options, beside PSR folder, click Browse to navigate to the desired path.
13. If you use a CAD application to generate loop drawings in SmartPlant Instrumentation,
specify the folder path for the CAD drawings as follows:
14. In the tree-view pane, beside Loop Drawings, click to expand the tree.
15. Click CAD File Locations.
16. Beside Open drawing files from, click Browse to navigate to the desired path.
After performing completing the SmartPlant Instrumentation Server configuration
procedure, it is recommended that you restart the computer and log on to SmartPlant
Instrumentation by double-clicking the Intools.exe file.

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 SmartPlant Instrumentation Server

Create a Printer Port for a 64-bit Operating System

1. Open the Printers and Faxes window.
2. Right-click the printer SmartPlant PDF Converter and on the shortcut menu, click
Properties.
3. On the SmartPlant PDF Converter Properties dialog box, click the Ports tab.

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 SmartPlant Instrumentation Server

4. Click Add Port, and on the Printer Ports dialog box, select Local Port.

5. Click New Port.

6. Type a name for the new local port, for example AmyuniPDF.
7. Close the Printer Ports dialog box.
8. Select the new local port.

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 SmartPlant Instrumentation Server

9. Click Apply.
10. Click OK.

SmartPlant Instrumentation Server Installation and Configuration Guide 14

Index

C
configuring • 9
SmartPlant Instrumentation Server • 9

H
hardware recommendations • 7
workstation computers • 7

I
installing • 9
SmartPlant Instrumentation Server • 9

R
recommendations • 7
workstation computers • 7
requirements • 7

S
SmartPlant Instrumentation Server • 5, 10,
11
define general settings • 11
installing • 10
overview • 5
system requirements • 7

W
workstation computers • 7

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