Intergraph Smart® Engineering Manager

Installation & Configuration Checklist

Software Version: 2019 (10.0)

Installation of this version is from a DVD or a set of files downloaded from Intergraph's eCustomer web site.

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Smart Engineering Manager Installation Guide .

Task No. Tool Task Step / Software Version Additional Resources Notes

Set Up the Database Server

Supported Operating Systems:
Install Operating System or verify that the installed * Microsoft Windows Server 2016 (Standard Edition and/or Hardware and Software
The operating system must be installed in the
1.0 Operating System Operating System is compatible with Intergraph Smart® Enterprise Edition) Recommendations > Smart
account where you have administrator privileges.
Engineering Manager Database Server recommendations * Microsoft Windows Server 2019 (Standard Edition and/or Engineering Manager Database Server
Enterprise Edition)
1.1 Operating System Verify that the network can be accessed
Oracle 18.3.0.* .* is currently not certified on
Windows Server 2019. If Oracle does not go back
Supported Database Platforms:
See the Smart Engineering Manager and certify this version on Windows Server 2019,
Install Database Software or verify that the installed * Oracle Database 12.2.0.1.0
Installation and Upgrade Guide: Installing we will take up the latest version that they do
2.0 Database Platform software is compatible with Smart Engineering Manager * Oracle 18.3.0.*.* (Standard Edition 2 or Enterprise)
and Configuring Oracle or Installing and certify on. We are actively pursuing this with
Database Server recommendations * Microsoft SQL Server 2016
Configuring Microsoft SQL Server Oracle.
* Microsoft SQL Server 2017

Create a database to be used with the Smart Engineering Manager

2.1 Oracle or SQL Server
Database Server

Set Up a File Server

Supported Operating Systems:
File Server and Database Server can reside on the
* Microsoft Windows Server 2016 - Standard and/or Hardware and Software
Verify that the Operating System is compatible with Smart same machine as long as this machine meets the
3.0 Operating System Enterprise Server. 32–bit Client (64–bit for Admin) Recommendations > Smart
Engineering Manager File Server recommendations requirements for both the Database Server and
* Microsoft Windows Server 2019 - Standard and/or Engineering Manager Database Server
the File Server.
Enterprise Server

3.1 Operating System Verify that the network can be accessed Supports Internet Protocol IPv4 only
See the Smart Engineering Manager
4.0 Network Share Create a network share
Installation and Upgrade Guide

1
 Intergraph Smart® Engineering Manager
Installation & Configuration Checklist
Software Version: 2019 (10.0)

Installation of this version is from a DVD or a set of files downloaded from Intergraph's eCustomer web site.

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Smart Engineering Manager Installation Guide .

Task No. Tool Task Step / Software Version Additional Resources Notes

Set Up the Database

Set Up the Smart Engineering ManagerServer
Workstation Computer
Supported Operating Systems:
* Microsoft Windows 7 - Professional and Enterprise SP1, Hardware and Software
Verify that the Operating System is compatible with Smart Windows 7 is certified with User Access Control
6.0 Operating System 64-bit Recommendations > Smart
Engineering Manager Workstation recommendations (UAC) ‘On’ at Level 3 (Default)
* Microsoft Windows 10 v1803 or later - Professional and Engineering Manager Workstation
Enterprise

6.1 Operating System Verify that the network can be accessed Supports Internet Protocol IPv4 only
Required for connectivity when installing Oracle Client - must be installed before installing Loading Smart Engineering Manager
6.2 .NET Framework Microsoft .NET Framework 4.7.2 Download from Microsoft's web site
Oracle Client. Prerequisite Software
The client database software must be of the same
version as the server database software.

Oracle 32-bit Client is required for both 32-bit

and 64-bit Oracle databases.
Supported Database Clients:
Install Database Client Software or verify that the installed * Oracle 12.2.0.1.0 Client Hardware and Software
Do not use Oracle "light client" as it does not
7.0 Database Platform software is compatible with Smart Engineering Manager * Oracle 18.3.0.*.* Client Recommendations > Smart
include some of the required DLLs.
Database Server recommendations * MS SQL Server 2016 Client Engineering Manager Workstation
* MS SQL Server 2017 Client
For SQL Server databases, the client installation is
optional.

Refer to the Smart Process

Smart Engineering Manager Install Prerequisite Software on the Smart Engineering
8.0 Engineering Installation and Upgrade
Installation DVD Manager Workstation
Guide under 'Prerequisite Software'

* Google Chrome Mandatory Hardware and Software Recommendations

8.1 Web Platform * Microsoft Internet Explorer 11 (Optional) > Smart Engineering Manager Workstation
* Microsoft Edge > Optional Software

9.0 Optional Software

Hardware and Software Recommendations
9.2 PDF Reader Required for reading the print documentation delivered with the software > Smart Engineering Manager Workstation
> Optional Software

Microsoft Excel is required for creating reports in the Data Dictionary Comparision Utility Hardware and Software Recommendations
9.3 Microsoft Office Microsoft Excel from Office 2019 or Office 365 and the Reference Data Synchronization Manager. > Smart Engineering Manager Workstation
If you do not plan to create these reports, you do not need to install Microsoft Excel. > Optional Software

Hardware and Software Recommendations

9.4 Citrix Citrix XenApp 7.15 RDS on Windows Server 2016 Needed for working in a thin-client environment > Smart Engineering Manager Workstation
> Optional Software

2
 Intergraph Smart® Engineering Manager
Installation & Configuration Checklist
Software Version: 2019 (10.0)

Installation of this version is from a DVD or a set of files downloaded from Intergraph's eCustomer web site.

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Smart Engineering Manager Installation Guide .

Task No. Tool Task Step / Software Version Additional Resources Notes

Set UpEngineering
Create the Smart the Database Server Databases
Manager
Choose a Domain or Local group to be selected during Site Configuring Smart Engineering
Operating system specific. Users in the chosen group must have access to the
10.0 Operating System creation as the Smart Engineering Manager Administrator Manager > Site Administrator User
network share created on the file server.
group Group

11.0 Smart Engineering Manager Create/Configure Site and Plant

Configuring Smart Engineering Manager >

Creates the database tables for the site which houses the plants. New Site Server Wizard

11.1 Smart Engineering Manager Create the Site

On the file server the .ini file, backups and role templates directories are created. The site (For Integration only: Hierarchy (Configuring
must be located on the network share on the file server. Smart Engineering Manager > New Plant
Structure Wizard)

Creates the database tables for the plant schema.

Configuring Smart Engineering Manager >
11.2 Smart Engineering Manager Create the Plant
The plant will be created on the network share on the file server. The plant structure files New Plant Structure Wizard
and the Reference Data are recommended to be located underneath the plant directory.

Supported applications:
Creates the database tables for the application schema. Associating the application allows
Configuring Smart Engineering Manager > * Smart P&ID
11.3 Smart Engineering Manager Associate Applications the user to work in Smart P&ID, Smart Process Engineering, Smart Electrical, or any
Associate Applications Wizard * Smart Process Engineering
combination of these applications.
* Smart Electrical
Configuring Smart Engineering Manager >
Create a New Role
Determines the users who can access the plant and their level of privilege. These users must
11.4 Smart Engineering Manager Configure Roles
also have access to the network share on which the site and plant resides.
User Access > Smart Process Engineering
Access Rights