Intergraph Smart 3D

Installation
Version 2016 (11.0)
December 2016 / March 2021
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Intergraph Smart 3D Installation 2

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Intergraph Smart 3D Installation 3

 What's New in the Installation Guide

Contents
What's New in the Installation Guide ......................................................................................................... 8

Installation Overview ................................................................................................................................. 10

Third-Party Integration .......................................................................................................................... 11

Internationalization .................................................................................................................................... 12

Smart 3D Hardware and Software Recommendations .......................................................................... 15

Smart 3D Database Server Recommendations .................................................................................... 16
Smart 3D Workstation Recommendations ............................................................................................ 17
Software Loading Order ........................................................................................................................ 21
Disk Partitioning Guidelines .................................................................................................................. 23
Smart 3D Project Hardware Sizing Recommendations ........................................................................ 24
Concurrent Users ........................................................................................................................... 24
Project Size Estimates.................................................................................................................... 25
Modeling (Detail Design) Workstation Sizing ................................................................................. 26
System Administrator Workstation Sizing ...................................................................................... 27
Database Server Sizing .................................................................................................................. 27
Global Workshare Configuration Distribution Server Sizing........................................................... 28
Interference Checking (IFC) Server Sizing..................................................................................... 29
Batch Server Sizing ........................................................................................................................ 29
File Server Sizing ........................................................................................................................... 29
License Server and Name Generator Server Sizing ...................................................................... 29
License Server ................................................................................................................................ 30

Database Server Setup ............................................................................................................................. 31

Understanding Database Authentication .............................................................................................. 32
Create Database Login ini File ....................................................................................................... 33
Database Authentication Settings .................................................................................................. 33
Loading Prerequisite Software on the Database Server ...................................................................... 34
Install Microsoft .NET Framework (Database Server) .................................................................... 34
Installing and Configuring Microsoft SQL Server 2016 ......................................................................... 34
Install Microsoft SQL Server 2016 .................................................................................................. 35
Install any Required SQL Server 2016 Upgrades .......................................................................... 38
Verify Automatic Startup of Microsoft SQL Server 2016 Services ................................................. 39
Register Microsoft SQL Server ....................................................................................................... 39
Assign System Administrator Privileges for SQL Server 2016....................................................... 40
Create a SQL Server Database Alert ............................................................................................. 41
SQL Server port assignments ........................................................................................................ 43
Installing and Configuring Microsoft SQL Server 2014 ......................................................................... 44
Install Microsoft SQL Server 2014 .................................................................................................. 44
Install any Required SQL Server 2014 Upgrades .......................................................................... 48
Verify Automatic Startup of Microsoft SQL Server 2014 Services ................................................. 48
Register Microsoft SQL Server ....................................................................................................... 49
Assign System Administrator Privileges for SQL Server 2014....................................................... 50

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 What's New in the Installation Guide

Create a SQL Server Database Alert ............................................................................................. 51

SQL Server port assignments ........................................................................................................ 53
SQL Server Collation Utility .................................................................................................................. 53
SQL Server Collation Utility Dialog Box ......................................................................................... 54
Change Database Collation ........................................................................................................... 55
Installing and Configuring Oracle Server Software ............................................................................... 56
Oracle Server Configuration ........................................................................................................... 58
Install and Configure Oracle Server Software ................................................................................ 58
Oracle 12c Server Installation ........................................................................................................ 58
Create the Oracle 12c Database .................................................................................................... 59
Configure Oracle Net Services ....................................................................................................... 66
Initialize the Oracle Database ........................................................................................................ 67
Initialize the Oracle Database with Minimum Access Privilege ...................................................... 70
Verify Automatic Startup of Oracle Database Services .................................................................. 73
Oracle Post-Installation Requirements ........................................................................................... 73
Password Verification in Oracle ..................................................................................................... 75
Add Firewall Exceptions on the Oracle Database Server .............................................................. 76
Oracle Database port assignments ................................................................................................ 77

Client/Workstation Setup .......................................................................................................................... 79

Loading Prerequisite Software on the Client ........................................................................................ 80
Install Microsoft Office .................................................................................................................... 80
Install Microsoft SQL Server 2016 Client .............................................................................................. 80
Install Microsoft SQL Server 2014 Client .............................................................................................. 83
Install Microsoft SQL Server 2012 Native Client ................................................................................... 87
Installing and Configuring Oracle Client Software ................................................................................ 87
Oracle 12c Client Installation .......................................................................................................... 87
Configure the Oracle Client ............................................................................................................ 90
Configure Windows Firewall for the Oracle Client .......................................................................... 91
Install Smart 3D Client Software ........................................................................................................... 92
Silent Installation ............................................................................................................................ 95
Citrix Installations ........................................................................................................................... 98
Name Generator Service Setup ................................................................................................... 100
Reference Data Setup .................................................................................................................. 109
Programming Resources Setup ................................................................................................... 112
Smart 3D Tribon Interface Setup .................................................................................................. 116

Create Databases .................................................................................................................................... 117

Create the Site, Catalog, and Schema Databases for SQL ............................................................... 120
Add Principle Particular Properties for Marine Models ................................................................. 124
Create the Model and Reports Databases for SQL ............................................................................ 126
Linking Servers ............................................................................................................................. 127
Assign Access Permissions for SQL................................................................................................... 128
Assign Server Permissions for SQL.................................................................................................... 129
Create the Site, Catalog, and Schema Databases for Oracle ............................................................ 130
Create the Model and Reports Databases for Oracle ........................................................................ 132
Minimum Reference Data ................................................................................................................... 134
Marine Workbooks........................................................................................................................ 138

Upgrade Database Version ..................................................................................................................... 144

Upgrade replicated databases ............................................................................................................ 144

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 What's New in the Installation Guide

Working in an Integrated Environment ................................................................................................. 145

Configure for an Integrated Environment ............................................................................................ 146
Viewing 3D Model Data ...................................................................................................................... 147
Install SmartPlant Schema Component ....................................................................................... 147
Integrating with PDS ........................................................................................................................... 147
Install PDS Export Tools............................................................................................................... 147
Install Smart 3D PDS Model & Data Translators ......................................................................... 148
Integrating with SmartPlant P&ID ....................................................................................................... 148
Enable Network Access in Windows Server ................................................................................ 149
Configure the Piping Specification Remote Access Server Service ............................................ 150
Register the Site Database for P&ID Access ............................................................................... 155
Integrating with SmartPlant Reference Data ...................................................................................... 156

Interference Checking Setup .................................................................................................................. 157

Install Database Interference Detection Service ................................................................................. 160
Services Authentication Settings ........................................................................................................ 160
Configure Interference Service properties .......................................................................................... 161
Start the Database Interference Detection Service ............................................................................ 161
Set IFC Permission Requirements...................................................................................................... 162
Create IFC permission group folder and permission group ................................................................ 163
Set IFC permissions ............................................................................................................................ 163
Check database interferences ............................................................................................................ 164
Interference Server Settings Dialog .................................................................................................... 165
Database Detect Tab (Interference Server Settings Dialog Box) ................................................ 166
Status Tab (Interference Server Settings Dialog Box) ................................................................. 168
GSCADFoulCheckCmds.cSetIFCForRestart ..................................................................................... 169

Batch Services ......................................................................................................................................... 170

Installing Intergraph Batch Services ................................................................................................... 172
Starting and Stopping Batch Services .......................................................................................... 173
Granting Batch Service Privileges ................................................................................................ 174
Configure Account Mappings ....................................................................................................... 175
Services Authentication Settings .................................................................................................. 176
Creating a Batch Queue ..................................................................................................................... 177
Create Batch Services Queues ........................................................................................................... 177
Setting the Default Queue ................................................................................................................... 179
Configure Queues for Jobs .......................................................................................................... 179
Making Other Batch Servers Available ............................................................................................... 180
Configuring the Batch Services Server for Microsoft Office 365 ........................................................ 181
Configuring the Batch Services Server for Drawings Tasks ............................................................... 182
Batch Processing - Intergraph Smart Batch Services .................................................................. 184

Board Management Service ................................................................................................................... 189

Run the board management service ................................................................................................... 190

Block Assignment Service ..................................................................................................................... 191

Block Assignment................................................................................................................................ 191
Stop the block assignment process .............................................................................................. 193
Start the block assignment process ............................................................................................. 193
Block Assignment Dialog .................................................................................................................... 194

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 What's New in the Installation Guide

General Tab (Block Assignment Dialog) ...................................................................................... 194

Configuration Tab (Block Assignment Dialog) ............................................................................. 196

Getting Started ......................................................................................................................................... 197

Update Site Database Name and Path ............................................................................................... 197
Open Smart 3D ................................................................................................................................... 199
Configure Your Tasks ......................................................................................................................... 199
Define Your Workspace ...................................................................................................................... 200
Define Workspace Dialog ............................................................................................................. 200
Defining your Workspace ............................................................................................................. 205
Save Session Files ............................................................................................................................. 205

Application Maintenance ........................................................................................................................ 206

Modify or Repair Intergraph Smart 3D Software ................................................................................. 206
Remove Smart 3D Software ............................................................................................................... 207

Recommendation for Database Monitoring .......................................................................................... 209

Monitoring the Databases ................................................................................................................... 209
Disk I/O ......................................................................................................................................... 209
Disk Usage ................................................................................................................................... 210
Server Monitoring ................................................................................................................................ 212
Results Analysis .................................................................................................................................. 215

Troubleshooting the Software ............................................................................................................... 218

User Assistance .................................................................................................................................. 220
Customer Assistance .......................................................................................................................... 222
Common Acronyms ............................................................................................................................ 222

SmartPlant License Manager Environment Variables ......................................................................... 224

Adding Environment Variables............................................................................................................ 224

Index ......................................................................................................................................................... 226

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What's New in the Installation Guide

You can link directly to this document using

https://docs.hexagonppm.com/go/S3D11Install https://docs.hexagonppm.com/go/S3D11Install
The following changes have been made to the installation guide.
Hot Fix and Service Pack Updates
 Smart 3D supports the 2017 Enterprise Platform. Changes made throughout the document.
(P2 CP:303870)
 Added information on enabling password verification in Oracle. For more information, see
Password Verification in Oracle (page 75). (P2 CP:306911)
 Oracle role and user scripts have been provided to apply the minimum required permissions
so that Oracle databases are more secure. For more information, see Installing and
Configuring Oracle Server Software (page 56) and Initialize the Oracle Database with
Minimum Access Privilege (page 70). (P2 CP:323514)
 If you are using Microsoft SQL Server and database user authentication, you must install
Microsoft SQL Server 2012 Native Client on all computers. For more information, see Install
Microsoft SQL Server 2012 Native Client (page 87). (P2 CP:313734)
 Added information about Configuring the Batch Services Server for Microsoft Office 365
(page 181). (P3 CP:322028)
 Added information about running ConfigureDrawingsBatch.exe in silent mode. For more
information, see Configuring the Batch Services Server for Drawings Tasks (page 182). (P3
CP:325464)
 Added information about the exit states that ConfigureDrawingsBatch.exe returns. For
more information, see Configuring the Batch Services Server for Drawings Tasks (page
182). (P3 CP:327800)
Version 2016 (11.0)
 Smart 3D can communicate with the databases using either Windows authentication or a
single database user login. For more information, see Understanding Database
Authentication (page 32). (P1 CP:298237)
 Smart 3D now uses the SQL Server Collation Utility to install and configure Microsoft SQL
Server. For more information, see SQL Server Collation Utility (page 53). (P1 CP:227816)
 You can now update all drawings by rule documents with the Full Update action in
Intergraph Batch Services. For more information, see Full Update Action. (P1 CP:160700)
(P3 CP:199390)
 Clarified in the hardware and software recommendations that Smart 3D must be run on a
domain with Active Directory running. (P2 CP:275919)
 Added an example of the command line for silent installation that installs all of the Smart 3D
features except for the 64-bit service. For more information, see Silent Installation (page 95).
(P2 CP:276234)

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 What's New in the Installation Guide

 Corrected the bulkload mode for Add Principle Particular Properties for Marine Models
(page 124). (P3 CP:279685)
 The View server state permission allows users to query the databases for locks created by
other users. For more information, see Assign Server Permissions for SQL (page 129). (P3
CP:258004)
 Updated the Enable Error Log dialog box. For more information, see Troubleshooting the
Software (page 218). (P3 CP:275291)
 You can now run a silent install of Smart 3D hot fixes. For more information, see Silent
Installation (page 95). (P3 CP:285588)
 You can now configure the display settings to correctly set the Render Mode to Shaded
with Hardware Enhanced Edges in the Format View dialog box. For more information,
see Smart 3D Workstation Recommendations (page 17). (P4 CP:261779)
 Added new information about SQL permissions for Smart 3D users. For more information,
see Assign Access Permissions for SQL (page 128). (P4 CP:261802)
 When defining a workspace, roles now work across all object types and can improve
performance. For more information, see Define Workspace Dialog (page 200) and Define
roles (page 202). (P4 CP:258039)

Intergraph Smart 3D Installation 9

SECTION 1

Installation Overview
This document guides you through the process of installing Intergraph Smart 3D.
Step-by-step instructions are provided whenever possible. However, because of operating
system and database updates released after this document was published, the steps provided in
this document might not reflect the new updated workflow. Please be prepared to use your
technical knowledge to perform the same overall workflow.
After reading the Internationalization (page 12) information, please review the Smart 3D
Hardware and Software Recommendations (page 15) section carefully before you proceed to
Database Server Setup (page 31).

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 Installation Overview

Third-Party Integration
Equipment Modeling Capability
Whether using one of the delivered symbols or a custom symbol that you define yourself,
symbols are a key building block used to create your model. The software uses two basic types
of symbols: 2D and 3D.
The 2D symbols are used to represent structural member cross-sections. Two-dimensional
symbols for structural cross-sections are delivered in the [Product
Folder]\SharedContent\CrossSections and [Product Folder]\SharedContent\Profile Xsections
folders. You can use any of the defined cross-sections or define your own cross-sections using
the software's 2D Symbols application. This application allows you to define different
representations for the cross-section using layers. You can also define variables to drive the
dimensions of the cross-section symbol.
An extensive library of 3D symbols is delivered in the various subfolders located in the [Product
Folder]\SharedContent folder on the reference data server computer. The 3D symbols are used
to represent equipment, hangers, HVAC components, piping components, and so forth in your
model. You can also create custom three-dimensional symbols using the SmartPlant 3D
Symbol/Part Definition Wizard.
The SmartPlant 3D Symbol/Part Definition Wizard allows you to create and customize three-
dimensional symbols that fit your company or project. The wizard produces a Visual Basic®
project for building the symbol ports and graphics, and generates an Excel workbook for
bulkloading the symbol data into the Catalog database.
While not prerequisite software, you can also use Solid Edge with Smart 3D. With Solid Edge,
you can build intelligent equipment reference data libraries of base parts that can be placed into
the Smart 3D model. An entire catalog of standard equipment can be modeled with Solid Edge,
as well as custom, one-of-a-kind equipment for specific plants.
Additional information on the software's equipment modeling capabilities, including parameter
descriptions of the delivered symbols, how to create 2D and 3D symbols and incorporate them
into your reference data, is available in the Smart 3D Reference Data Guide, the 2D Symbols
User's Guide, and the 3D symbols documents for Piping, HVAC, Equipment, Electrical, and
Structure tasks. Each of these documents is available from Help > Printable Guides in the
software.

Isometric Drawing Capability

The software's isometric drawing interface gives users the ability to create piping isometric
drawings by extracting data from 3D models. Additionally, the Smart 3D isometric drawing
interface works with Isogen® software that not only enables users to create piping isometric
drawings, including dimensioning, but that also allows users to generate notes, recognize
attribute changes, and define which symbols to use in the final drawings. Knowledge of
isometric drawings is required to effectively utilize this functionality. For more information on
isometric drawing capabilities, see Isogen Isometric Drawings.

Intergraph Smart 3D Installation 11

SECTION 2

Internationalization
Supporting internationalization in a homogeneous environment is one of the enhancements
available in SmartPlant Enterprise. A homogeneous environment uses elements from only a
single locale. For example, a German customer running on a German operating system using
only German characters and German cultural conventions is a fully supported homogeneous
environment configuration.

Homogeneous Environments
When starting a new project, use extra care during installation and configuration to ensure the
proper creation and maintenance of homogeneous environments:
 All the computers (servers and clients) within an integrated SmartPlant Enterprise
implementation must have the same regional settings, and no one should change the
regional settings after the project has started.
 Do not cross the decimal locale boundary. This is the most common cause of numeric data
corruption and calculation errors. Having users with different regional settings (such as with
a period versus a comma for the decimal point) causes the software to interpret values
unpredictably. For example, a pipe run with a pressure of 35.3 psi can be read by the
software as 353 psi to the user with different regional settings. A cable length defined as 39
ft 11,21 inches has been interpreted as 121718910971323 meters when published to an
XML file. These incorrect interpretations may be used in internal software calculations and
can be impossible to backtrack or correct. Do not change the decimal point character to try
to solve an issue. Doing so will only corrupt values in the database or in text files.
 Do not cross the character-set locale boundary. For example, the character set boundary
between Western (Latin-based) and Eastern Europe (Cyrillic-based), or between Eastern
Europe and Japan.
 Create Oracle databases using AL32UTF8 for the database character set and AL16UTF16
for the NLS character set.
 Never modify the NLS_LANG registry entry on an Oracle client. Doing so causes the
character data not to convert to Unicode.
 Create Microsoft SQL Server databases with locale-specific collation settings and ensure
that all databases have the same setting.

Heterogeneous Environments
In contrast, a heterogeneous environment using elements from different, or even multiple
locales, is not supported. Many customers are currently operating in unsupported
heterogeneous environments and are often not aware of that fact. Examples of heterogeneous
environments:
 Entering or viewing Japanese data on a US/English operating system
 Using German Regional Settings (where the decimal point is a comma) on a US/English
operating system

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 Internationalization

 Using databases with different character encodings such as CL8MSWIN1251 or JA16SJIS

 Using multiple languages in a project, especially when crossing language-group boundaries
 Using an English server with different local language clients

International / Bi-lingual Projects

International bi-lingual projects are possible; however, great care must be used when
configuring these environments. Limitations exist and must be properly understood:
 Oracle and MS SQL Server databases can reside on any language operating system, as
long as the databases have been created and configured with proper Unicode and collation
settings.
 All SQL Server databases must have the same collation setting and reflect the master
language. Text is stored, sorted, indexed, and presented based on the collation setting. You
must determine which language will be used primarily to generate output (P&IDs, SLDs,
reports, approval documents, and so forth.) If Russian and English text is entered, and
Russian is the target locale, choose the collation based on the Cyrillic character set.
 All Microsoft operating systems (Japanese, Russian, German, and so forth) can enter
English characters. The reverse, however, is not true in most cases.
 Keyboard-locale can be changed as long as a character-set and code-page boundary is not
crossed. For example, English, German, French, and Spanish characters can all be used in
the same project because the same Windows® code-page (1252) is used. However,
Russian characters (code-page 1251) cannot be used in a US/English environment.
 You must decide which language operating system is the master for bi-lingual projects.
The following is an example of a Russian-based project:
Companies in the United States and the United Kingdom are working a project with a Russian
company and the deliverables (drawings, reports, and so forth) must ultimately be provided in
Russian. The companies in the U.S. and the U.K. are working the project using the master
Russian operating systems (possibly using virtual Russian operating systems running on
VMware Workstation). The U.S. and U.K. companies can install and use English Microsoft
Office products on the Russian operating system because Office products are globally enabled.
If a Russian interface exists for the SmartPlant Enterprise application, then Russian users can
use the Russian interface while the English-speaking users continue to use the US/English
interface. English-speaking engineers can enter English characters. Russian-speaking
engineers can enter Russian characters.
However, because the Russian locale uses different decimal and character-set locales,
everyone (English and Russian engineers) must use the Russian decimal symbol which is a
comma. For customization purposes, databases can be modified to accommodate new Russian-
specific requirements (fields, properties, and so forth.) Using filters, display sets, and other
software features, bi-lingual projects can be further customized. Graphic data, reports, and so
forth can be created in either or both languages.
Do not change regional settings to reflect a U.S. environment in order to resolve
problems in a non-US/English homogeneous configuration. Doing this creates a heterogeneous
configuration that will cause other possibly hidden problems that cannot be corrected. Everyone
working on a project must use the same regional settings and character set throughout the life of
the project.

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 Internationalization

Citrix XenApp Solutions for International Projects

Using Citrix XenApp Solutions, you can define environments that isolate users from having to
interact with non-native language operating systems while improving data integrity and
minimizing opportunities for data corruption. However, users must enter data using master
locale conventions for the project (decimal separator and date conventions, for example). You
can create these environments using different combinations of languages, but some limitations
exist. For example, you cannot use Russian and Chinese text together in a project. In addition,
special language characters (the German ä and ß for example) cannot be used if the master
locale is outside the western Latin-based languages (the master locale is Russian, Chinese,
Japanese, or Korean, for example).

Questions and Assistance

Please contact your support representative for assistance and answers to your questions: see
customer support (https://hexagonppm.com/ppm-support).

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SECTION 3

Smart 3D Hardware and Software

Recommendations
A typical data flow between client and server computers is shown below. Before beginning an
installation of Smart 3D, verify that your computers meet the hardware recommendations and
software requirements.
Multiple services can be installed on the same physical computer for small projects.

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 Smart 3D Hardware and Software Recommendations

In This Section
Smart 3D Database Server Recommendations ............................ 16
Smart 3D Workstation Recommendations .................................... 17
Software Loading Order ................................................................ 21
Disk Partitioning Guidelines ........................................................... 23
Smart 3D Project Hardware Sizing Recommendations ................. 24

Smart 3D Database Server Recommendations

Before beginning an installation of Smart 3D, verify that your servers meet the following
hardware recommendations and software requirements.

Applicable Hardware
 Database server
 File server

Hardware Recommendations
 Intel Xeon® 5600 Series or better (64-bit instruction set, not Itanium ®)
 32 GB to 128 GB or greater RAM depending on project size
 For hard drive size, see Smart 3D Project Hardware Sizing Recommendations (page 24)
 Backup system for server
 Access to DVD drive, either locally or through a network connection
 1 GbE or higher network interface for client connections, latency should be less than 1 ms
between client and database server

Supported Operating Systems

 Microsoft Windows Server 2012 R2 (Standard or Enterprise) running on a Windows Active
Directory domain
 Microsoft Windows Server 2016 (Standard or Enterprise) running on a Windows Active
Directory domain
 Oracle Linux 7 (Oracle database only)

Supported Database Servers

 Microsoft SQL Server 2014 (Standard edition for stand-alone environments; Enterprise
edition for Global Workshare environments; 64-bit)
 Microsoft SQL Server 2016 (Standard edition for stand-alone environments; Enterprise
edition for Global Workshare environments; 64-bit)
 Oracle 12c R1 (12.1.0.2) Enterprise or Standard Edition 2 (64-bit)
 If you are going to use Oracle in a Global Workshare configuration, you also need
Oracle GoldenGate 12.1.2.1.8, which is separately purchased from Oracle.

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 Smart 3D Hardware and Software Recommendations

 Oracle Linux 7 does not support a Global Workshare configuration.

There are internationalization considerations concerning the SQL Server
collation settings you specify that relate to reference data, using SmartPlant Enterprise
integrated systems, Global Workshare Configuration, multiple locales, backup/restore, reports,
and upgrading to future releases. Please contact Customer Support for specific configuration
questions.

Software Prerequisites
 Adobe Reader (Required to view documentation PDFs. You can download Acrobat Reader
from the Adobe web site.)
 Microsoft XML Core Services (MSXML) 6.0 (Database server only)
 Microsoft .NET 4.5.2 or later

 For more information on hardware requirements, see Smart 3D Project Hardware Sizing
Recommendations (page 24).
 For information on disk space usage and determining RAID configuration, see Disk Usage
(page 210).
 For specifications regarding minimum hard drive disk space requirements by the product
setup, see Disk Partitioning Guidelines (page 23).
 On the server, distribute files across several disk drives with the following minimum
distribution: operating system and database software on one drive, database data files on
another drive, and the database log file on the third drive.
 Ensure that your system's security certificates are updated prior to installation.
 Beginning with Windows 10 and Oracle 12.1.0.2, Microsoft and Oracle will enforce the
Internet Host Table Specification RFC 952 which mandates that component hostname
labels can contain only alphanumeric characters. Host names using underscores (‘_’) are
not allowed. Refer to Oracle Support Articles 1603775.1 and 1957895.1 and Microsoft KB
101785.
See Also
Smart 3D Hardware and Software Recommendations (page 15)

Smart 3D Workstation Recommendations

Before beginning the installation of Smart 3D, verify that your end-user workstation computers
meet the following hardware recommendations and software requirements.

Applicable Hardware
 Administrative client
 Modeling client
 Interference detection computer
 Drawings batch computer
 Name generator computer

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 Smart 3D Hardware and Software Recommendations

 Duplication and synchronization computer

 SmartPlant Piping Specification Remote computer

Hardware Recommendations
 Intel Core i7, Quad Core
 6 GB RAM (2 GB RAM for operating system plus 4 GB RAM for single Smart 3D instance.
Other concurrently running programs will require additional RAM based on the programs
specific requirements.)
 Access to a DVD drive, either locally or through a network connection
 Monitor capable of a minimum of 1280 x 1024 resolution
 Graphics card designed for 3D-intensive applications that meets the following requirements:
 32-bit main RGBA pixel buffer
 Hardware OpenGL 2.1 support
 Hardware Z buffer: 24 bit or higher
 256 MB RAM
 8-bit stencil buffer
 Hardware Alpha blending support
 Graphics acceleration set to full
 Hardware Anti-aliasing support recommended
 Latest available drivers should be installed
 1 GbE or higher network interface, latency should be less than 1 ms between client and
database server

Video Cards
There have been many enhancements to the graphic engine of Smart 3D. Most issues are
resolved by loading the most current display driver or rolling your current display driver back one
version. If the current driver does not fix your particular card's problem, then please copy the
CoreDisplaySettings.ini file from [Product Folder]/Core/Tools/Administrator/Bin to [Product
Folder]/Core/Shared/bin and contact your Smart 3D support representative.
We recommend workstation class graphics cards (designed for use with CAD applications) with
as much RAM as is affordable. The minimum RAM is 256MB, but more RAM is better. Because
the world of graphics cards changes so quickly, we can only document the specifications
required by Smart 3D.

 All clients referencing Z+F Point Cloud data need to turn off the Smart 3D hardware with the
CoreDisplaySettings.ini file.
 When you set the Render Mode to Shaded with Hardware Enhanced Edges in the
Format View dialog box, the edges might not display properly. To fix the display, edit the
CoreDisplaySettings.ini file as shown:
 Ensure that the ViewSettings block is at the top of the file.

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 Smart 3D Hardware and Software Recommendations

 Type "DisplayEdgeOnGraphics=1" in the ViewSettings block.

This setting might adversely affect the display performance.
As a supplement to this information, a Microsoft Excel workbook is provided on Smart Support
that records anecdotal evidence obtained from users. Please go to Smart Support at
https://smartsupport.intergraph.com (https://hexagonppm.com/support/ppm-smart-community)
and select View Downloads > Smart 3D > Technical Notes and White papers > Display >
Graphics cards used with Smart 3D. This list is not comprehensive. In some cases, the Smart
3D middle tier error log (with the error logging level set to at least "2-Detailed") will provide more
information. Please see the examples of messages returned in the error log listed below:
 The graphics card or graphics card driver does not support Textures/Shaders. An updated
graphics driver could improve performance.
This indicates that the graphics adapter, driver or display settings do not support the
Shaded with Hardware Enhanced Edges render mode on the Format View dialog box. In
addition, the graphics adapter, driver or display settings do not support textures.
 The graphics card or graphics card driver does not support Shaders. An updated graphics
driver could improve performance.
This indicates that the graphics adapter, driver or display settings do not support the
Shaded with Hardware Enhanced Edges render mode on the Format View dialog box.
However, textures are supported.
 The graphics card or graphics card driver does not support Textures. An updated graphics
driver could improve performance.
This indicates that the graphics adapter, driver or display settings do not support textures.
However, the Shaded with Hardware Enhanced Edges render mode on the Format View
dialog box is supported. Please note that the performance may be slow on an ATI card.
 Hardware Acceleration is Turned off VBO Texture and Hardware edges will not be
supported.
This message indicates that Hardware Acceleration in Display Settings is disabled or the
client is being accessed through Remote Desktop or Citrix Client. This also applies to
systems that use Intel chipset graphics acceleration, where hardware acceleration is
disabled due to driver stability. If Hardware Acceleration in Display Settings is disabled, it
should be enabled by clicking Advanced on the Settings tab of the Display Properties
dialog box. Then, the Hardware Acceleration can be modified from the Troubleshoot tab.
Smart 3D supports the modeling of objects within a 100 km range (-50,000
meters to +50,000 meters along each axis) from the global coordinate system origin. However,
due to the 32-bit precision limitations of graphic cards, objects modeled further than 10,000
meters (6.2 miles) of the global coordinate system might not display correctly when you zoom in
(circular objects will appear distorted for example). If your model coordinate values are large (for
example, E = 60,000, N = 55,000), to get the coordinate readout that you want, you should
define a coordinate system at correspondingly large negative values (example, E = -60,000, N =
-55,000). Then, use the coordinate system that you created as your active coordinate system for
modeling and output. Do not bring this new coordinate system into your workspace.

Supported Operating Systems

 Microsoft Windows 7 Service Pack 1 - Professional or Enterprise with UAC 'On' at Level 3
(Default) (64-bit) running on a Windows Active Directory domain

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 Smart 3D Hardware and Software Recommendations

 Microsoft Windows 8.1 - Professional or Enterprise with UAC 'On' at Level 3 (Default) (64-
bit) running on a Windows Active Directory domain
 Microsoft Windows 10 with UAC 'On' at Level 3 (Default) (64-bit) running on a Windows
Active Directory domain
 Microsoft Windows Server 2016 Standard or Datacenter only as a client for Citrix XENApp
7.11
Citrix XENApp 7.11 can be installed only on the Windows Server 2016. The
server acts as a client in this case. The Windows Server 2016 operating system can also be
used to install an ancillary server, such as IFC, Drawings, or Batch Services. Network
latency between remote computer and Citrix server should be less than 150ms on a
bandwidth of 70 Kbps per user per screen.

Supported Database Clients

 Microsoft SQL Server 2014 (Required for Project Management and Interference Checking,
otherwise optional)
 Microsoft SQL Server 2016 (Required for Project Management and Interference Checking,
otherwise optional)
 Microsoft SQL Server Native Client 2012 (Required for all client computers using Microsoft
SQL Server databases and database user authentication)
 Oracle 12c R1 (12.1.0.2); 32-bit Oracle client (Required for all client computers). 64-bit
Oracle client required to use 64-bit Interference Checking and 64-bit Drawings Batch.

Software Prerequisites
 Microsoft Edge Browser or Internet Explorer 11 (required for viewing the documentation
delivered with the software)
 Adobe Reader 11 or later (required for viewing Printable Guides. You can download Acrobat
Reader from the Adobe web site.)
 Microsoft .NET Framework 4.5.2 or later
 Microsoft XML Core Services (MSXML) 6.0 SP1
 Microsoft Office 2013 or 2016
 Intergraph Batch Services SP1 (6.01.09.00) if you plan to use the computer for remote batch
processing
 Intergraph SmartPlant License Manager 2012 (12.0) or later

 For specifications regarding minimum hard drive disk space requirements by the product
setup, see Disk Partitioning Guidelines (page 23).
 Dual screen configurations should have either a single graphics card with two VGA outputs
or two identical graphics cards. The graphics cards should otherwise meet the requirements
of the specified graphics card recommendations.
 Use thread safe video drivers and CAD application certified video cards when using multiple
processor systems.
 Ensure that your system's security certificates are updated prior to installation.

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 Smart 3D Hardware and Software Recommendations

 Beginning with Windows 10 and Oracle 12.1.0.2, Microsoft and Oracle will enforce the
Internet Host Table Specification RFC 952 which mandates that component hostname
labels can contain only alphanumeric characters. Host names using underscores (‘_’) are
not allowed. Refer to Oracle Support Articles 1603775.1 and 1957895.1 and Microsoft KB
101785.
See Also
Smart 3D Hardware and Software Recommendations (page 15)

Software Loading Order

The ability to run the software successfully is greatly affected by the order in which all the
necessary and underlying products are loaded. Follow the loading order below to prevent
components being out-of-sync. Following this loading order also helps with analysis of any post-
installation problems you might encounter.
The following table outlines the established load order for the prerequisites associated with each
of the Smart 3D installations:

Database Server Installation Workstation Installation

Windows Sever 2012 R2 Windows 7 SP1 Professional or Enterprise with UAC 'On' at
Windows Server 2016 Level 3 (Default) (64-bit)
Windows 8.1 Professional or Enterprise with UAC 'On' at Level
2 (Default) (64-bit)
Windows 10 Professional or Enterprise with UAC 'On' at Level 3
(Default) (64-bit)

Microsoft .NET 4.5.2 or later Microsoft .NET Framework 4.5.2 or later

Internet Explorer 11
Microsoft Edge Browser

Adobe Reader Adobe Reader 11 or greater

Microsoft Office 2013 (32-bit)

Microsoft Office 20162 (32-bit)

Oracle 12c R1 (12.1.0.2) Standard Edition 2 or Oracle 12c R1 (12.1.0.2) Client Release 32-bit; (Do not use the
Enterprise Edition (64-bit) Oracle "light client" as it does not include some DLLs required
by Smart 3D.)
Oracle 12c R1 (12.1.0.2) Client Release 64-bit is required if you
are running 64-bit Interference Checking or 64-bit Drawings
Batch.

-OR- -OR-

Microsoft SQL Server 2014 (Standard Edition for Microsoft SQL Server 2014 Client (64-bit)
stand-alone environments; Enterprise Edition for Microsoft SQL Server 2016 Client1 (64-bit)
Global Workshare environments; 64-bit)
Microsoft SQL Server 2016 (Standard Edition for
stand-alone environments; Enterprise Edition for
Global Workshare environments; 64-bit)

SmartPlant License Manager 2012 (12.0) or higher

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 Smart 3D Hardware and Software Recommendations

Database Server Installation Workstation Installation

SmartSketch 2016 (9.0 or later), if you are using material
handling mode.

Install other SmartPlant applications, such as SmartPlant P&ID,

before you install Smart 3D if you plan to run both applications
on the same computer. Always install Smart 3D last.

1 MicrosoftSQL Server 2014 or 2016 Client is required only for the client software installation if
the Project Management option is installed; otherwise, they are not integral to the default
workstation software installation.
2 When creating drawing borders or embedded reports within the Drawings and Reports task on
computers with Office, you must modify the security settings in Microsoft Excel to allow Visual
Basic projects to run. For more information about Office and service packs, refer to the Microsoft
web site.
Do not skip any restarts that are recommended by the system. Doing so can
have unintended consequences.
Other users who want to perform different tasks in the overall design workflow might need
additional software, such as:

 Visual Basic 6.0  MicroStation 8 - only required if 3D DGN output

will be created. MicroStation 8 has a file size limit
 Visual Studio 2013 or higher
that is limited only by the operating system.
 Siemens Solid Edge ST3, ST4, and MicroStation 8 can be used to open DGN files
ST5 created with MicroStation J (V7).

 Leica Cyclone 8 or 9.0  Tekla Structures Version 21

 CloudWorx for Smart 3D 11.0  Tekla Smart 3D Interoperability Version 6 link

Additionally, if you intend to export PDS projects, you must install the appropriate PDS add-in.
The PDS data export add-ins are delivered on the product DVD.

 This version of the software supports PDS 2011 SE and PDS 2011 R1 SE.
 PDS software and all of its prerequisite software are also required in order to use the PDS
integration functionality. For more information, see Integrating with PDS (page 147).
 If you are installing the Name Generator Service on an Oracle 32-bit Client computer, the
computer must be configured to access the Oracle database server through Net Manager.
 If you are installing the 64-bit Name Generator Service on an Oracle 64-bit database server
computer, the firewall must be configured to allow DCOM Dynamic Ports. For more
information, see Configure the Firewall to Allow DCOM Communication in Windows Server
(page 108).

Special Consideration for Non-English Locales

The system language specified for Microsoft Office must be the same as the system language
specified by the operating system. For example, if your operating system language is English,
Microsoft Office must also be set to English. For overall assistance with installing the software in
a non-US English environment, visit the support web site at http://www.intergraph.com/support.

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 Smart 3D Hardware and Software Recommendations

Virus Scanners and Performance

Other programs running on the computer, such as virus scanners, media players, and mail
programs, might affect the performance of Smart 3D. Virus scanners affect performance by
continuously checking the data files and log files. Exclude the database data folder on the
database server from the virus scanner. For maximum performance, reduce the number of
processes running while using Smart 3D.
See Also
Smart 3D Hardware and Software Recommendations (page 15)

Disk Partitioning Guidelines

For best performance when loading and running the software, partition the hard drive according
to the following guidelines:
 Format all partitions as NTFS file systems.
 By default, the software is installed to your C:\ partition. Verify that you have sufficient free
space on your C:\ partition (or another partition if you want to install there).

Recommended Disk Space for Software Setup

Smart 3D default installation for a workstation computer1 2.75 GB

Smart 3D complete installation for an administrative 3.25 GB

computer2

Reference Data installation 4.5 GB

Name Generator installation 13 MB

Programming Resources installation 720 MB

1The default setup for a Smart 3D workstation computer provides all the environments
necessary for general Smart 3D modeling.
2 The complete setup for a Smart 3D workstation computer includes all features and adds the
administrative functionality: plant creation, database migration, access management, database
interference detection, and includes the following options only: Project Management, Server
Connectivity, Bulkload Reference Data, and Database Interference Detection Service.
Additionally, a complete setup includes the Piping Specification Remote Access Server
option, which installs the necessary software for correlating piping specification data between
Smart 3D and SmartPlant P&ID, respectively.
You also will need additional disk space if you intend to use other products, such as Visual
Studio or Solid Edge. Please consult your system administrator for this and additional software
not provided by Hexagon PPM.
Do not continue with installation until enough disk space is free on the computer
acting as the database server and each workstation computer as stated in the aforementioned
guidelines.

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 Smart 3D Hardware and Software Recommendations

Smart 3D Project Hardware Sizing Recommendations

Use these guidelines and examples in sizing Smart 3D hardware configurations, including those
that include Global Workshare Configuration (GWC).
Hardware sizing, especially for servers, depends on many factors such as:
 The number of concurrent users per site
 The number of sites (Global workshare)
 The size of the project (which translates into the size of the databases)
 Other software that is running on the machine
For best performance in medium to large Global Workshare Configurations, we recommend
using 64-bit hardware and operating system. Smart 3D was tested with 11 Global Workshare
sites with a Microsoft SQL database on 64-bit hardware and operating system.

Concurrent Users
The size of the system depends partly on the number of concurrent users, that is, users actively
working at the same time. In a Global Workshare Configuration (GWC), it is probable that work
will be done at several sites in a non-concurrent way. In this case, there is less impact on
performance. For example, if you have two sites with 60 users at each site but the users at the
two sites do not work at the same time, you could consider the user load to be 60 users.
In a Global Workshare Configuration when users are working concurrently at several sites, the
work done at one site will impact each site as the data is pushed to the other sites. In a hub and
spokes configuration, the data is first pushed to the hub then the hub pushes it to the other sites.
We estimate that the equivalent user load (the number of effective users) for each server to be
the users on that server plus 25% of the total concurrent users of all the other sites. For
example, in a configuration with 6 sites and 40 users at 5 sites, and 5 users at 1 site:
 When 3 sites (with 40 users) are working concurrently, the equivalent number of users at
each site is: 40 (concurrent users for this site) + (0.25 * (2 * 40)) (users for the 2 other sites)
= 60 users.
 When all 6 sites are working concurrently:
a. The equivalent number of users at each of the 40-user sites is: 40 + (0.25 * (165)) = 81
users
b. The equivalent number of users at the 5-user site is: 5 + (0.25 * (200)) = 55 users.

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 Smart 3D Hardware and Software Recommendations

Project Size Estimates

Use the following estimates to help define project size. The model database is an important
factor in determining project size.
The number of users for each project size below (small, medium, and large) is the effective
number connected to a single server. The effective number of users should be calculated by
taking into consideration:
1. Global Workshare Setup - use the 25% formula above
2. Drawing Batch server - add 3 users
3. Remote IFC - add 1 user

One small project

 1 to 15 effective users on one database server
 32 GB of RAM recommended
 Model database up to 20 GB
 Server is used for model and catalog databases and catalog file server
 Separate interference checking (IFC) computer
 Separate drawing batch computer
 Name generator server and licensing computer
 Modeling (detail design) and administrator workstations can be on separate or on the same
computers

One medium project

 16 to 50 effective users on one database server
 64 GB of RAM recommended
 Model database 20 - 50 GB
 Databases and catalog file server
 Separate interference checking (IFC) computer
 One or more separate drawing batch computer
 Name generator server and licensing computer
 Modeling (detail design) and administrator computers can be on separate or on the same
computer
 Use a separate distribution server for Global Workshare Configuration

One large project

 51 to 100 effective users on one database server (contact Customer Support if you plan to
have more than 100 effective users on one database server)
 128 GB of RAM recommended
 Model database 50 GB or more

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 Smart 3D Hardware and Software Recommendations

 Databases and catalog file server (have a separate catalog file server for multiple large
projects or plants sharing the same catalog)
 Separate interference checking (IFC) computer
 Multiple separate drawing batch computer
 Name generator server and licensing computer
 Modeling (detail design) computers
 Use a separate distribution server for Global Workshare Configuration
 Administrator computer

Modeling (Detail Design) Workstation Sizing

The project size does not have a significant impact on the workstation because users will use
filters to define the objects with which they will be working.
 Intel Core i7, Quad Core
 6 GB RAM (2 GB RAM for operating system plus 4 GB RAM for single Smart 3D instance.
Other concurrently running programs will require additional RAM based on the programs
specific requirements.)
 Access to a DVD drive, either locally or through a network connection
 Monitor capable of a minimum of 1280 x 1024 resolution
 1 GbE network interface

OpenGL Graphics Cards

Graphics cards designed for 3D intensive applications that generate low CPU overhead and
meet the following requirements (AGP or better):
 32-bit main RGBA pixel buffer
 Hardware OpenGL 2.1 support
 Hardware Z buffer: 24 bit or higher
 256 MB RAM, 8-bit stencil buffer
 Hardware Alpha blending support recommended to improve speed of translucent object
display
 Hardware Anti-aliasing support recommended
 Use latest available drivers
Not all OpenGL graphics cards provide satisfactory results. Many of the recent generation video
cards provide some level of OpenGL acceleration. Some manufacturers provide poor OpenGL
drivers that can cause artifacts. Testing has shown that NVIDIA provides good drivers for its
Geforce2 and beyond Graphics Processing Units (GPU). Cards with double-buffered overlay
planes (such as the Wildcat cards) have an advantage because highlighting can be done
without having to do saves and restores, which may benefit performance in specific cases.
See Also
Smart 3D Workstation Recommendations (page 17)

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 Smart 3D Hardware and Software Recommendations

System Administrator Workstation Sizing

The System Administrator workstation includes Project Management synchronization, a memory
intensive process.
 Intel Core i7, Quad Core
 6 GB RAM (2 GB RAM for operating system plus 4 GB RAM for single Smart 3D instance.
Other concurrently running programs will require additional RAM based on the programs
specific requirements.)
 Access to a DVD drive, either locally or through a network connection
 Monitor capable of a minimum of 1280 x 1024 resolution
 1 GbE network interface

Database Server Sizing

With Smart 3D, 64-bit servers are required. The 64-bit versions of Microsoft SQL Server and
Oracle run on the 64-bit version of Microsoft Windows Server.
For large projects, we recommend having a database server that is dedicated to Smart 3D and
runs only one project. For medium and small projects, several projects can be run on the same
database server. However, having multiple projects on the same server increases the server
requirements. When sharing several projects, add additional hard drives and increase the
memory and CPUs. Another important performance feature for servers is to have dual network
cards. Also consider the impact of sharing on your network. The network latency between the
client and the database server should be less than 1ms on a gigabyte network.

Server Specifications
Project size Small Medium Large

Number of processor cores 4 4-8 8 or more

Memory for Microsoft SQL Server and Oracle 32 GB 64 GB 128+ GB

Bus Size, OS, and Database 64-bit 64-bit 64-bit

The type of memory has a limited impact on the overall performance.

 Oracle 12c Standard Edition 2 only supports setups of up to two sockets and 16 threads.
 Running a Microsoft SQL Server or Oracle database on an Itanium processor-based server
has not been certified and should not be done.

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 Smart 3D Hardware and Software Recommendations

Hard Drives
Distribute files across several disk drives on the server. Each drive does not need a large
capacity. The speed of the drive is important, so use 15K RPM or faster.

Project with SQL Server

The following example shows a configuration for a project using Microsoft SQL Server. The
minimum distribution is four physical drives to separate the data files to increase the I/O band
operation performance.

C: Drive Operating system

D: Drive SQL Server software

E: Drive Database data files (.mdf files)

F: Drive Database log files (.ldf files)

Project with Oracle

The following example shows a configuration for a project using Oracle Server running on 64-bit.
The minimum distribution is five physical drives to separate the data files to increase the I/O
band operation performance.

C: Drive Operating system

D: Drive Oracle software

E: Drive Database data files

F: Drive Database index files

G: Drive Database redo files

Global Workshare Configuration Distribution Server Sizing

Global Workshare Configuration (GWC) might require a separate server for distribution for large
projects.
 Intel Xeon® 5600 Series or better (64-bit instruction set, not Itanium ®)
 16 GB to 64 GB or greater RAM depending on project size
 For hard drive size, see Smart 3D Project Hardware Sizing Recommendations (page 24)
 Backup system for server
 Access to DVD drive, either locally or through a network connection
 1 GbE or higher network interface for client connections

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 Smart 3D Hardware and Software Recommendations

For small projects, a single server (the hub in a hub and spoke configuration) can act as a
publisher, a distributor, and a subscriber all at the same time. For medium projects in a Global
Workshare Configuration, the database server can also serve as the distribution server.
For large projects with many sites, use two different servers: one as publisher and subscriber
and the other as the distributor. Using a separate server as the distributor helps to reduce the
load on the publisher.

Interference Checking (IFC) Server Sizing

You should have a remote project processing computer for interference checking (IFC) that is
separate from the computer hosting the databases. The interference checking computer can
process more than one model. This computer does not need to be a high-end server, but should
meet the minimum hardware requirements for a client computer. See Smart 3D Workstation
Recommendations (page 17) for these requirements.
There is not a specific hard drive size requirement because the interference detection service
does not store information locally. However, we do recommend 8 GB of RAM for the IFC server
when processing one model. When scaling up to process multiple plants, the memory
requirements might increase depending on the sizes of the databases being processed.

Batch Server Sizing

You can use remote project processing computers, or batch servers, to off-load compute
intensive tasks such as updating drawings in the Drawings task or running database backups
and integrity checks in Project Management.
You should have at least one remote project processing computer for each site database. This
remote computer does not have to be a high-end server but should at least meet the minimum
hardware requirements for a client computer. See Smart 3D Workstation Recommendations
(page 17) for these requirements.

File Server Sizing

You will need a computer to act as a file server with enough disk space for symbols and files.
This computer does not need to be a high end-server but should meet the minimum hardware
requirements for a client computer. See Smart 3D Workstation Recommendations (page 17) for
these requirements.

License Server and Name Generator Server Sizing

The Name Generator Service can be installed on a stand-alone computer or can be installed on
the same computer used for the file server, batch server, or interference checking server.

Intergraph Smart 3D Installation 29

 Smart 3D Hardware and Software Recommendations

License Server
SmartPlant License Manager (SPLM) uses server/client architecture to distribute licenses for
Smart 3D (and other SmartPlant Enterprise products.) SPLM requires very little system
resources and so can be installed on the batch server, file server, IFC server, or database
server as long as the hardware configurations below are observed.
We recommend that the SmartPlant License Manager license machine software be installed on
a stable, single node, hardware configuration (such as a simple PC), with a static IP address,
because license key installation and license seat usage authentication depends on the
information gathered from the physical hardware.
Any changes that cause the hardware information to differ from the
information used to generate the license key will result in a failure of the authentication process.
For information about using SmartPlant License Manager in virtual environments, see Appendix
F: SmartPlant License Manager and Virtual Configurations.
Multiple SmartPlant License Manager license machines can be used in the user's network as
long as each system is a unique hardware system/installation. If SmartPlant License Manager
license machines are cloned after the license key has been installed, license management will
fail on the cloned system. Each SmartPlant License Manager license machine requires its own
unique license key.

Intergraph Smart 3D Installation 30

SECTION 4

Database Server Setup

This section covers database setup and basic configuration. Operating system updates and
database provider updates available after this installation guide was published might cause
changes to the step-by-step instructions. In that case, use your technical knowledge to complete
the workflow using the steps provided as a guide.

Intergraph Smart 3D Installation 31

 Database Server Setup

Installing any database involves significant decisions regarding the size of the database, the
maximum number of users, the frequency of automatic backups, and other important issues.
Therefore, the following sections provide only suggestions for tuning your database
configuration to work with Smart 3D. The ultimate database creation and configuration depends
on the policies and standards at your company.

Supported Databases
Smart 3D currently supports Microsoft SQL Server 2014, Microsoft SQL Server 2016, and
Oracle 12c R1 (12.1.0.2).
When using the software in a Global Workshare Configuration (GWC), you can install
Oracle Enterprise Edition or Oracle Standard Edition. If you are using Microsoft SQL Server, you
must install Microsoft SQL Server 2016 Enterprise Edition.
For more information about supported databases, see Smart 3D Database Server
Recommendations (page 16).

Understanding Database Authentication

Smart 3D can communicate with the databases using either Windows authentication or a single
database user login. No matter which authentication method you choose to use for database
access, user permissions to Smart 3D as defined in Project Management is still based on the
Windows OS user logged into the computer.

Windows Authentication
The Windows authentication method uses Windows users to control access to the databases.
Users must be added to the Windows domain, added to the database user access control (SQL
Server Security logins for example), and added to permission groups in Project Management.

Database User
The database user method uses user names and passwords defined in Oracle or Microsoft SQL
Server to control access to the databases. We recommend that you create two database users,
one user for administrative access and one user for general users.
If you choose to use the database user method, you must create database login ini files. The ini
files contain the database server name, user name, and password Smart 3D is to use to connect
to the databases. For more information, see Create Database Login ini File (page 33).
After the ini files are created, you must define the location of the ini file on each computer. For
more information, see Database Authentication Settings (page 33).

Intergraph Smart 3D Installation 32

 Database Server Setup

Create Database Login ini File

If you are using database users to access the databases on the database servers, you must
create database access ini files using the Configure DB Login File utility. You do not need this
utility if you are using Windows authentication to control access to the database servers.
The ini files contain the name of the database server, the database user name, and the
database user password. We recommend that you use two ini files, one for administrators and
one for general users.
If you plan to use commands that work with databases across different sites (such as Model
Data Reuse or Bulkload Reference Data), you must include all database servers, user names,
and passwords for all databases in both sites in a single ini file.
Smart 3D administrators must secure the ini file using the operating system to
prevent unauthorized access.
1. Double-click ..\Smart3D\ProjectMgmt\Tools\bin\ConfigureDBLoginFile.exe.
2. Click New.
3. Define the ini file name and the folder location.
4. Select the Database Type.
5. Click Add Server.
6. Type in the name of the database server, the database user name, and the database user
password in the appropriate cells.
Database server names must be unique in the file.
7. Click Test.
Access to the database server is tested using the defined user name and password. Passed
appears if the connection was successful. Failed appears if the connection failed.
8. Click Save.
You cannot save a file if there are failed connections.

Database Authentication Settings

The Database Authentication Settings utility defines the location of the database users ini file.
You do not need to run this utility if you are using Windows Authentication to access the
databases. For more information on creating the ini file, see Create Database Login ini File
(page 33).
You must run this utility to define the ini file location for every user who will connect to the
database on each computer. If several people share a computer, then this utility must be run by
each user of that computer.
1. Click Start > Intergraph Smart 3D > Database Authentication Settings.
2. Select the database server type.
3. Select Database User Authentication.
4. Define the location and file name for the ini file to use.
5. Click OK.

Intergraph Smart 3D Installation 33

 Database Server Setup

Loading Prerequisite Software on the Database

Server
The following prerequisite software is required in order to install and use the software on a
database server:
 Microsoft .NET Framework 4.5.2 or greater
 Adobe Acrobat Reader (available from www.adobe.com)
See Also
Loading Prerequisite Software on the Client (page 80)

Install Microsoft .NET Framework (Database Server)

Stop any real-time virus checkers before you proceed because they can interfere with
installation.
1. Log on to the computer as an administrator.
2. Start Server Manager.
3. Select Features in the console tree.
4. Select Add Features in the Features Summary area.
The Add Features Wizard appears.
5. Select .NET Framework 4.6 Features from the list of features that you can install.
6. Click Install and follow the prompts.
The software also supports the latest .NET Framework service packs. Run Windows
Update to check for the latest .NET service pack and fixes.
See Also
Loading Prerequisite Software on the Database Server (page 34)

Installing and Configuring Microsoft SQL Server 2016

Because system configurations, database software, and individual company standards vary, use
this section as a checklist instead of step-by-step instructions for Microsoft SQL Server 2016
running on a Windows Server 2016 operating system. Please contact Customer Support for
specific configuration questions.
If you are using a Global Workshare Configuration, you must install the Enterprise Edition of
Microsoft SQL Server for your Host and Satellite locations.
There are internationalization considerations concerning the SQL Server
collation settings you specify that relate to reference data, using SmartPlant Enterprise
integrated systems, Global Workshare Configuration, multiple locales, backup/restore, reports,
and upgrading to future releases. Please contact Customer Support for specific configuration
questions.

Intergraph Smart 3D Installation 34

 Database Server Setup

Topics
Install Microsoft SQL Server 2016 ................................................. 35
Install any Required SQL Server 2016 Upgrades ......................... 38
Verify Automatic Startup of Microsoft SQL Server 2016 Services 39
Register Microsoft SQL Server ...................................................... 39
Assign System Administrator Privileges for SQL Server 2016 ...... 40
Create a SQL Server Database Alert ............................................ 41
SQL Server port assignments ....................................................... 43

Install Microsoft SQL Server 2016

1. Insert your Microsoft SQL Server DVD, and start the setup program.
2. From the Planning page, select System Configuration Checker to check for pre-requisite
applications and identify potential installation problems. You might have to restart your
computer if any pre-requisite applications were installed.

3. Click Installation, and then select the New SQL Server stand-alone installation or add
features to an existing installation option.

4. Enter your SQL Server 2016 product key provided by Microsoft, and click Next.
5. Accept the license terms, and click Next.
6. On the Microsoft Update page, check Use Microsoft Update to check for updates based
on your company's policy. Click Next.

Intergraph Smart 3D Installation 35

 Database Server Setup

Wait while the SQL Server Setup files are installed on the computer.

7. After the setup files are installed, review the results for any failures that must be fixed before
you continue. Click Next.

8. On the Feature Selection page, select the features below.

 Database Engine Services
 SQL Server Replication (required if the SQL server instance is set up for the Global
Workshare configuration)

Intergraph Smart 3D Installation 36

 Database Server Setup

 Client Tools Connectivity

9. Set the instance root directory and shared feature directories as you need. Click Next.
10. Define your instance name and the instance root directory. Click Next.
11. On the Server Configuration page, specify a domain account name with administrative
privileges on the database server. Then, set the Startup Type to Automatic and continue.

 If you are not sure, use NT AUTHORITY\NETWORK SERVICE or NT

AUTHORITY\SYSTEM, and change the server login later.
 A domain user account offers more flexibility. This type of account is typically used
because many server-to-server activities can be performed only with a domain user
account, including remote procedure calls, replication, and backing up network drives.
12. Select the Collation tab. Use locale-specific collation. These collation settings include the
character set, sort order, and other locale-specific settings.

13. Click Next.

14. On the Server Configuration tab of the Database Engine Configuration page:
 Select Windows authentication mode if you plan to use Windows user names and
passwords to access the databases.

Intergraph Smart 3D Installation 37

 Database Server Setup

 Select Mixed Mode if you plan to use database user names and passwords to access
the databases.
See Understanding Database Authentication (page 32) to learn about the differences
between the two choices.

15. Specify at least one SQL Server Administrator. You will need this administrator login later to
open SQL Server Management Studio.
16. On the Data Directories tab, verify the directories are set as you need.
17. Click Next, and complete the installation as prompted.
18. Click Close.
19. On the Installation page, click Install SQL Server Management Tools.

20. Download and install SQL Server Management Studio from the MSDN web site.
If any errors occur during installation, refer to the Summary Log for more information
and contact support for further assistance.

Install any Required SQL Server 2016 Upgrades

You might require an upgrade or service pack of Microsoft SQL Server 2016. See Smart 3D
Database Server Recommendations (page 16) for version information. If you do need to
upgrade, go to the Microsoft website and follow instructions provided in the Microsoft Download
Center.

Intergraph Smart 3D Installation 38

 Database Server Setup

Verify Automatic Startup of Microsoft SQL Server 2016

Services
1. Open Server Manager.
2. Select Local Server, and then scroll down to Services.
3. Verify that the Status field is set to Running and the Startup Type field is set to Automatic
for SQL Server (MSSQLSERVER).

The MSSQL service is appended with the named instance you specified when you
installed Microsoft SQL Server. For example, if you installed SQL Server as an instance
named Instance1, the service displays as MSSQL$Instance1.
4. To change the Status or Startup Type fields, click Tools > Services in Server Manager.
5. Right-click the service name, and select Properties from the shortcut menu.
6. On the General tab, select Automatic from the Startup type list.
7. In the Service status section, click Start.
8. Click OK.

Register Microsoft SQL Server

You must register the database server instance in SQL Server Management Studio on the
database server computer and on each client computer that you plan to use for:
 administration tasks such a Project Management and creating or upgrading databases
 running the Name Generator Service
 running the Interference Checking Service

1. Open SQL Server Management Studio.

2. Connect to your instance using the administrator login that you created during setup.
3. Select View > Registered Servers.

Intergraph Smart 3D Installation 39

 Database Server Setup

4. Expand Database Engine.

5. Right-click Central Management Servers, and select Register Central Management
Server. You can also right-click Local Server Groups, and then select New Server
Registration.
The system displays the New Server Registration dialog box.
6. On the General tab, enter the name of the server instance to register.
or
Select a server from the Server name list.
If you intend to use the server computer in a Global Workshare
Configuration, register the server with a fully qualified domain. For example, a server on the
MYDOMAIN domain named WORKFLOW5 must be registered as
WORKFLOW5.MYDOMAIN.COM. For more information about using workshare, see the
Global Workshare User's Guide (SQL Server), available from Help > Printable Guides in
the software. Verify that Authentication is set to Windows Authentication.
7. Click Save.

Assign System Administrator Privileges for SQL Server 2016

Perform the following steps on the Smart 3D database server.
1. Open Microsoft SQL Server Management Studio and expand the listing for your database
server in the left tree view.
2. In the tree view, expand the listing under Security, right-click Logins, and select New
Login.
The Login - New dialog box displays.
3. Type the user account to be assigned administrative privileges in the Login name text box.
For example, type AdminUser1.

4. Select Server Roles under the Select a page heading to display the Server Roles list.

Intergraph Smart 3D Installation 40

 Database Server Setup

5. In the Server Roles list, select the sysadmin check box.

 Administrators need the sysadmin role. Standard users need public, db_datareader, and
db_datawriter database role membership mapping to each one of the Smart 3D
databases. Standard users also need Execute permission to each database.
 We do not recommend granting standard users db_owner permissions as it gives the
users a very high privilege to the database.
6. Click OK.

Create a SQL Server Database Alert

When the Smart 3D database server is running low on disk space, the software begins to
display error messages because data can no longer be persisted or logged. Microsoft SQL
Server, however, does not issue any particular alerts for the workstation computers when the
disk is full or becoming limited.
Using the Performance Monitor, the Smart 3D administrator can create a Data Collector Set that
contains an alert to be issued when a threshold value for a System Monitor has been reached.
In response to the alert, System Monitor can launch an application to handle the alert condition.
You must perform the following procedure on the database server computer:
1. Open Server Manager.
2. Click Tools > Performance Monitor.
3. Expand Monitoring Tools in the Performance tree view, and start the Performance
Monitor.
4. Expand Data Collector Sets in the tree view, and right-click on User Defined.

5. Select New > Data Collector Set from the shortcut menu.

Intergraph Smart 3D Installation 41

 Database Server Setup

6. Type the name for the data collector set, click Create manually (Advanced), and then click
Next.

7. Select Performance Counter Alert, and click Next.

8. Click Add to open the Add Counter dialog box.
9. Set the database server name in the Select counters from computer field.
10. Select the Microsoft SQL Server object in the Available counters section.

11. Select a counter in the Select counters from list list, select a counter, and the click Add.
The new counter displays in the Added counters list.
Use CTRL+ or SHIFT+ to select multiple objects.
12. After all counters have been added, click OK to close the Add Counters dialog box.
To add local counters from a remote computer, you must have one of the
following permissions on the computer:
 Local administrator privilege

Intergraph Smart 3D Installation 42

 Database Server Setup

 Be a member of the Performance Monitor Users local group.

13. Under the Performance counters list, select either Above or Below for the Alert when
value.

14. In the Limit box, enter a threshold value. Depending on the object you selected, the
software generates the alert when the value for the counter is more than or less than the
threshold value. Click Next to continue.
15. Click Finish.
Your new data collector set displays in the User Defined page.
16. To configure the alerts, double-click on your data collector set name and then right-click the
data collector. Select Properties from the shortcut menu.
17. On the Alerts tab, you can set additional alerts and define the unit of time for the duration of
the sample interval.

18. Set options in the Alert Action and Alert Task tabs to specify the actions to occur each
time the alert is triggered.
19. Click OK to close the Properties dialog box and activate the alert settings.
For more information about using System Monitor and setting up SQL Server
alerts, see the documentation delivered with Microsoft SQL Server and Windows Server.

SQL Server port assignments

The Microsoft SQL Server database uses the following port assignments.
This assignment might not be required if Microsoft SQL Server is not used as a
database within your implementation.

Port Number TCP/UDP Communication Comments

1433 TCP From client to server; from server to client SQL Server Instance

1434 UDP From client to server; from server to client SQL Browser

Intergraph Smart 3D Installation 43

 Database Server Setup

Installing and Configuring Microsoft SQL Server 2014

Because system configurations, database software, and individual company standards vary, use
this section as a checklist instead of step-by-step instructions for Microsoft SQL Server 2014
(64-bit) running on a Windows Server 2012 R2 operating system. Please contact Intergraph
Customer Support for specific configuration questions.
If you are using a Global Workshare Configuration, you must install the Enterprise Edition of
Microsoft SQL Server for your Host and Satellite locations.
There are internationalization considerations concerning the SQL Server
collation settings you specify that relate to reference data, using SmartPlant Enterprise
integrated systems, Global Workshare Configuration, multiple locales, backup/restore, reports,
and upgrading to future releases. Please contact Intergraph Customer Support for specific
configuration questions.

Topics
Install Microsoft SQL Server 2014 ................................................. 44
Install any Required SQL Server 2014 Upgrades ......................... 48
Verify Automatic Startup of Microsoft SQL Server 2014 Services 48
Register Microsoft SQL Server ...................................................... 49
Assign System Administrator Privileges for SQL Server 2014 ...... 50
Create a SQL Server Database Alert ............................................ 51
SQL Server port assignments ....................................................... 53

Install Microsoft SQL Server 2014

1. Insert your Microsoft SQL Server DVD, and start the setup program.
2. From the Planning page, select System Configuration Checker to check for pre-requisite
applications and identify potential installation problems. You might have to restart your
computer if any pre-requisite applications were installed.

Intergraph Smart 3D Installation 44

 Database Server Setup

3. Click Installation, and then select the New SQL Server stand-alone installation or add
features to an existing installation option.

4. Enter your SQL Server 2014 product key provided by Microsoft, and click Next.
5. Accept the license terms, and click Next.
Wait while the SQL Server Setup files are installed on the computer.

6. Click Next.
7. On the Microsoft Update page, check Use Microsoft Update to check for updates based
on your company's policy. Click Next.
Wait while the setup files are installed.

Intergraph Smart 3D Installation 45

 Database Server Setup

After the setup files are installed. Review the results for any failures that must be fixed
before you continue. Click Next.

8. On the Setup Role page, select SQL Server Feature Installation, and click Next.

9. On the Feature Selection page, select the features below.

 Database Engine Services
 SQL Server Replication (required if the SQL server instance is set up for the Global
Workshare configuration)
 Client Tools Connectivity
 Management Tools - Basic

Intergraph Smart 3D Installation 46

 Database Server Setup

 Management Tools - Complete

10. Set the instance root directory and shared feature directories as you need.
11. Click Next.
12. Define your instance name and the instance root directory. Click Next.
13. On the Server Configuration page, specify a domain account name with administrative
privileges on the database server. Then, set the Startup Type to Automatic and continue.

 If you are not sure, you can use NT AUTHORITY\NETWORK SERVICE or NT

AUTHORITY\SYSTEM and change the login later on the service.
 A domain user account offers more flexibility. This type of account is typically used
because many server-to-server activities can be performed only with a domain user
account, including remote procedure calls, replication, and backing up network drives.
14. Select the Collation tab. Use locale-specific collation. These collation settings include the
character set, sort order, and other locale-specific settings.

15. Click Next.

Intergraph Smart 3D Installation 47

 Database Server Setup

16. On the Server Configuration tab of the Database Engine Configuration page:
 Select Windows authentication mode if you plan to use Windows user names and
passwords to access the databases.
 Select Mixed Mode if you plan to use database user names and passwords to access
the databases.
See Understanding Database Authentication (page 32) to learn about the differences
between the two choices.

17. Specify at least one SQL Server Administrator. You will need this administrator login later to
open SQL Server Management Studio.
18. On the Data Directories tab, verify the directories are set as you need.
19. Click Next, and complete the installation as prompted.
If any errors occur during installation, refer to the Summary Log for more information and
contact Intergraph Support for further assistance.

Install any Required SQL Server 2014 Upgrades

You might require an upgrade or service pack of Microsoft SQL Server 2014. See Smart 3D
Database Server Recommendations (page 16) for version information. If you do need to
upgrade, go to the Microsoft website and follow instructions provided in the Microsoft Download
Center.

Verify Automatic Startup of Microsoft SQL Server 2014

Services
1. Open Server Manager.
2. Select Local Server, and scroll down to Services.

Intergraph Smart 3D Installation 48

 Database Server Setup

3. Verify that the Status field is set to Running and the Startup Type field is set to
Automatic, for SQL Server (MSSQLSERVER).

The MSSQL service is appended with the named instance you specified when you
installed Microsoft SQL Server. For example, if you installed SQL Server as an instance
named Instance1, the service displays as MSSQL$Instance1.
4. To change the Status or Startup Type fields, click Tools > Services in Server Manager.
5. Right-click the service name, and select Properties from the shortcut menu.
6. On the General tab, select Automatic from the Startup type list.
7. In the Service status section, click Start.
8. Click OK.

Register Microsoft SQL Server

You must register the database server instance in SQL Server Management Studio on the
database server computer and on each client computer that you plan to use for:
 administration tasks such a Project Management and creating or upgrading databases
 running the Name Generator Service
 running the Interference Checking Service

1. Open SQL Server Management Studio.

2. Connect to your instance using the administrator login that you created during setup.
3. Select View > Registered Servers.
4. Expand Database Engine.
5. Right-click Central Management Servers, and select Register Central Management
Server.
The system displays the New Server Registration dialog box.
6. On the General tab, enter the name of the server instance to register.

Intergraph Smart 3D Installation 49

 Database Server Setup

or
Select a server from the Server name list.
If you intend to use the server computer in a Global Workshare
Configuration, register the server with a fully qualified domain. For example, a server on the
MYDOMAIN domain named WORKFLOW5 must be registered as
WORKFLOW5.MYDOMAIN.COM. For more information about using workshare, see the
Global Workshare User's Guide (SQL Server), available from Help > Printable Guides in
the software. Verify that Authentication is set to Windows Authentication.
7. Click Save.

Assign System Administrator Privileges for SQL Server 2014

Perform the following steps on the Smart 3D database server.
1. Open Microsoft SQL Server Management Studio and expand the listing for your database
server in the left tree view.
2. In the tree view, expand the listing under Security, right-click Logins, and select New
Login.
The Login - New dialog box displays.
3. Type the user account to be assigned administrative privileges in the Login name text box.
For example, type AdminUser1.

4. Select Server Roles under the Select a page heading to display the Server Roles list.
5. In the Server Roles list, select the sysadmin check box.

 Administrators need the sysadmin role. Standard users need public, db_datareader, and
db_datawriter database role membership mapping to each one of the Smart 3D
databases. Standard users also need Execute permission to each database.

Intergraph Smart 3D Installation 50

 Database Server Setup

 We do not recommend granting standard users db_owner permissions as it gives the

users a very high privilege to the database.
6. Click OK.

Create a SQL Server Database Alert

When the Smart 3D database server is running low on disk space, the software begins to
display error messages because data can no longer be persisted or logged. Microsoft SQL
Server, however, does not issue any particular alerts for the workstation computers when the
disk is full or becoming limited.
Using the Performance Monitor, the Smart 3D administrator can create a Data Collector Set that
contains an alert to be issued when a threshold value for a System Monitor has been reached.
In response to the alert, System Monitor can launch an application to handle the alert condition.
You must perform the following procedure on the database server computer:
1. Open Server Manager.
2. Click Tools > Performance Monitor.
3. Expand Monitoring Tools in the Performance tree view, and start the Performance
Monitor.
4. Expand Data Collector Sets in the tree view, and right-click on User Defined.

5. Select New > Data Collector Set from the shortcut menu.
6. Type the name for the data collector set, click Create manually (Advanced), and then click
Next.

7. Select Performance Counter Alert, and click Next.

8. Click Add to open the Add Counter dialog box.
9. Set the database server name in the Select counters from computer field.

Intergraph Smart 3D Installation 51

 Database Server Setup

10. Select the Microsoft SQL Server object in the Available counters section.

11. Select a counter in the Select counters from list list, select a counter, and the click Add.
The new counter displays in the Added counters list.
Use CTRL+ or SHIFT+ to select multiple objects.
12. After all counters have been added, click OK to close the Add Counters dialog box.
To add local counters from a remote computer, you must have one of the
following permissions on the computer:
 Local administrator privilege
 Be a member of the Performance Monitor Users local group.
13. Under the Performance counters list, select either Above or Below for the Alert when
value.

Intergraph Smart 3D Installation 52

 Database Server Setup

14. In the Limit box, enter a threshold value. Depending on the object you selected, the
software generates the alert when the value for the counter is more than or less than the
threshold value. Click Next to continue.
15. Click Finish.
Your new data collector set displays in the User Defined page.
16. To configure the alerts, double-click on your data collector set name and then right-click the
data collector. Select Properties from the shortcut menu.
17. On the Alerts tab, you can set additional alerts and define the unit of time for the duration of
the sample interval.

18. Set options in the Alert Action and Alert Task tabs to specify the actions to occur each
time the alert is triggered.
19. Click OK to close the Properties dialog box and activate the alert settings.
For more information about using System Monitor and setting up SQL Server
alerts, see the documentation delivered with Microsoft SQL Server and Windows Server.

SQL Server port assignments

The Microsoft SQL Server database uses the following port assignments.
This assignment might not be required if Microsoft SQL Server is not used as a
database within your implementation.

Port Number TCP/UDP Communication Comments

1433 TCP From client to server; from server to client SQL Server Instance

1434 UDP From client to server; from server to client SQL Browser

SQL Server Collation Utility

The SQL Server Collation Utility provides a way for you to specify the default collation that
should be used by the Database Wizard, Project Management, and the Bulkload utility for
creating databases. This utility creates a copy of the delivered schema templates (apprepos.dat
and catalogdb.dat) with the required SQL Server collation. Any site, catalog, model, and reports
databases and schemas created from these templates will use the specified SQL Server
collation.
Only homogeneous configurations are supported at this time, not heterogeneous. For more
information see Internationalization (page 12).
The catalogdb.dat, sm_shipcatalogdb.dat, and mhe_catalogdb.dat template files
contain sample Smart 3D reference data but, while these templates contain many useful
examples, they are not certified for production use.

Intergraph Smart 3D Installation 53

 Database Server Setup

See Also
Change Database Collation (page 55)
SQL Server Collation Utility Dialog Box (page 54)

SQL Server Collation Utility Dialog Box

The SQL Server Collation Utility provides a way for you to specify the default collation that
should be used by the Database Wizard, Project Management, and the Bulkload utility for
creating databases.

Collation
Specifies the collation to be used for the database template. See the Microsoft
documentation for more information on collation.
Smart 3D does not support case-sensitive collation.
Existing AppRepos template
Specifies the path and file name of the existing apprepos.dat template to be copied and
converted to the new collation.
New AppRepos template
Specifies the path and file name of the new apprepos.dat template to be created. This name
updates automatically to a new default whenever you change the value in the Collation
field.
Existing CatalogDB template
Specifies the path and file name of the existing catalogdb.dat template to be copied and
converted to the new collation.
New CatalogDB template
Specifies the path and file name of the new catalogdb.dat template to be created. This name
updates automatically to a new default whenever you change the value in the Collation
field.
OK
Creates the new templates with the selected collation.
Cancel

Intergraph Smart 3D Installation 54

 Database Server Setup

Closes the SQL Server Collation Utility without creating any new templates.

Change Database Collation

1. Install SQL Server with locale-specific collation. These collation settings include the
character set, sort order, and other locale-specific settings.
2. Install Smart 3D client.
3. Click Start > All Apps > Intergraph Smart 3D > SQL Server Collation Utility.
The SQL Server Collation Utility displays. See SQL Server Collation Utility Dialog Box (page
54).
4. Specify the collation that you need.
The file names for the “new” templates update to reflect the selected collation automatically.
5. You can modify the default file names and paths.
6. Click OK to update the collation in the templates. These templates can now be used to
create every Smart 3D database in the correct collation for the project.
7. Click Start > All Apps > Intergraph Smart 3D > Database Wizard.
8. Follow the steps to create a new site.
9. In the Template file to be used to create site schema field, select the new template with
the desired SQL Server collation that you created with the SQL Server Collation Utility.

10. When creating or restoring the catalog database for the new site, be sure to select the
template with the correct collation. If the collation for the selected catalog does not match
the collation for the site, the following message appears: "The collation for the selected

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template, catalogdb.dat, does not match the collation for the site. Please select another
template."
This message also appears in the Bulkload Utility and in the New Catalog
command in Project Management if the collation does not match the site.
The catalogdb.dat, sm_shipcatalogdb.dat, and mhe_catalogdb.dat template
files contain sample Smart 3D reference data but, while the templates contain many useful
examples, they are not certified for production use.
11. When you create the plant, reports, and reports schemas in Project Management, Smart 3D
automatically uses the collation of the site database.
12. In the future, when you create additional sites or catalogs, remember to select the correct
template with the desired collation.
See Also
Install Microsoft SQL Server 2016 (page 35)

Installing and Configuring Oracle Server Software

Because system configurations and individual company standards vary, use this section as a
checklist instead of step-by-step instructions. Please contact support for specific configuration
questions. These instructions are for installing Oracle on a computer running the Windows
Server operating system. See the Oracle Linux Installation and Configuration guide for
instructions on installing Oracle on a computer running Linux.

 We recommend that you set up the Windows server network before installing Oracle.
 Oracle recommends a static IP address.
 You should install the Oracle server software using the local computer administrator
account. Do not use a domain user or a user in the local Administrator group. For more
information, refer to the Oracle installation documentation.
 All domain verified user names and passwords must use ASCII7/English characters. Oracle
does not support non-ASCII / English characters in domain user names or passwords and
will not work. In addition, do not use the @ character in an Oracle password. This limitation
applies only to Oracle, not Hexagon PPM.

Oracle Instances
If one server hosts the databases of several products, we recommend that each product
database be a separate instance, each of which can host multiple plants.
The advantage of placing each product database in its own instance is that only the affected
application will be off-line during backup, performance tuning, and other database maintenance
activities. Additionally, global tuning parameters that apply to one instance can be tailored to the
specific product requirements.
According to Oracle documentation, the only limit to the number of instances you can have on
any machine is the availability of resources. However, the number of instances on one database
server should be minimized because each additional instance puts additional load on the server.
Each instance adds redundant tablespaces, rollback segments, background processes, and
memory requirements for each System Global Area (SGA). For this reason, you should start by

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putting the database of one product for several plants into a single instance. Then, when the
number of plants increases, or a plant becomes very large, consider separating the database
into new instances, adding server memory, or even adding database servers.

 Oracle recommends that database activity on the database server consume no more than
60 percent of the available memory. Refer to your Oracle documentation for specific
requirements.
 Do not use the @ character in any Oracle passwords.
 There are Oracle restrictions for the database global name and corresponding database link
name (they are required to match). There are three known restrictions on global database
names:
a. No hyphens are allowed.
b. The computer name cannot start with a number.
c. There is a maximum of 30 characters for the name.
 After installing the Oracle server software, you must initialize the Oracle database using
either Initialize the Oracle Database (page 67) or the Initialize the Oracle Database with
Minimum Access Privilege (page 70) procedures.
 The Molded Forms Copy by Family command should be run by a user with at least Project
Administrator access on Oracle. This command will fail if you initialize the Oracle database
with Minimum Access Privilege.

Topics
Oracle Server Configuration........................................................... 58
Install and Configure Oracle Server Software................................ 58
Oracle 12c Server Installation ........................................................ 58
Create the Oracle 12c Database ................................................... 59
Configure Oracle Net Services ...................................................... 66
Initialize the Oracle Database ........................................................ 67
Initialize the Oracle Database with Minimum Access Privilege ..... 70
Verify Automatic Startup of Oracle Database Services ................. 73
Oracle Post-Installation Requirements .......................................... 73
Password Verification in Oracle ..................................................... 75
Add Firewall Exceptions on the Oracle Database Server .............. 76
Oracle Database port assignments ................................................ 77

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Oracle Server Configuration

1. Log in as a user with administrator access to the server.
2. Turn off Windows Firewall. If this is not an option, please refer to the Oracle Installation
Guide for information on the exceptions that must be put into place prior to installing Oracle
on Windows.
3. In the Folder Options of File Explorer, clear the Simple File Sharing option.
a. Open File Explorer.
b. Select the View tab.
c. Click Options > Change folder and search options.
d. Select the View tab.
e. Scroll to the bottom and clear the Use Sharing Wizard (Recommended) option.
4. Click OK.

Install and Configure Oracle Server Software

During installation of the database components, setup displays various dialog boxes that prompt
you for information. We recommend that you refer to your Oracle documentation for specific
instructions concerning the dialog boxes and wizard pages.
All domain verified user names and passwords must use ASCII7/English
characters. Oracle does not support non-ASCII / English characters in domain user names or
passwords and will not work. In addition, do not use the @ character in an Oracle password.
This limitation applies only to Oracle, not Hexagon PPM.

Oracle 12c Server Installation

1. Log into the server as a local administrator.
2. Run setup.exe with administrator privileges.
3. On the Configure Security Updates page, enter the required values, and click Next.
4. On the Download Software Updates page, select Skip software updates, and click Next.
5. On the Select Installation Option page, select Install database software only, and click
Next.
6. On the Grid Installation Options page, select Single instance database installation, and
click Next.
7. On the Select Product Languages page, select your language, click >>, and then click
Next.
8. On the Specify Oracle Home User page, select Use Windows Built-in Account. Click
Next.

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Setup prompts you to confirm your selection.

9. Click Yes.
10. On the Installation Location page, define the Oracle base and Software location folders.
Click Next.
11. On the Summary page, click Install.
12. Click Close when the installation has completed.

Create the Oracle 12c Database

These steps guide you through the database creation process. You must log on to the server as
a local administrator to create the Oracle database.
1. On the Start menu, open the Oracle Database Configuration Assistant wizard as an
administrator.
2. On the Database Operation page, select Create Database, and click Next.

3. On the Creation Mode page, select Advanced Mode, and click Next.

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4. On the Database Template page, select the Custom Database option, and click Next.

5. On the Database Identification page, enter the Global Database Name and the SID for
the database. These names are generally identical and can be no longer than eight
characters.

6. If you want to create a container database, select Create As Container Database.

7. Enter the Global Database Name and SID. Clear the Create As Container Database
option. Smart 3D does not support pluggable databases. Click Next.

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8. On the Management Options page, click Next without changing the default selections.
Configure Enterprise Manager (EM) Database Express and port 5500 are the default
options.

9. On the Database Credentials page, select a security option and provide the appropriate
information. Click Next.
Do not use the @ character in the password.

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10. On the Network Configuration page, select Create a New Listener, and then enter a
name and port number. Click Next.

11. On the Storage Locations page, select File System and Use Common Location for All
Database Files. Browse to and select the appropriate files location.

A subfolder is created in the folder you specified and is named with the SID you provided in
step 4.
12. If the database will not be used in a Global Workshare Configuration, select Specify Flash
Recovery Area in the Recovery Configuration screen, and click Next.
If the database will be used in a Global Workshare Configuration, select Enable Archiving,
and click Edit Archive Mode Parameters.
The Archive log parameters dialog box displays.

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13. Select Automatic Archiving to specify the location of the archive log files. Click OK.

14. Click Next.

15. On the Database Options page, clear all database component selections under the
Database Components tab. Click Next.
All the database components are selected by default if you are creating a
container instance. Leave them all selected if that is the case.

16. On the Initialization Parameters page, select the Memory tab.

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17. Select the Typical Settings option. The percentage of memory allowed for an instance of
Oracle should not exceed 40%. If you have more than one Oracle instance on this server,
the allocated memory should not exceed 40% of the system memory.

18. Click All Initialization Parameters.

19. Change the parameters values as shown. Make sure a check mark ( ) is displayed in the
Override Default column.
db_files 1000
distributed_lock_timeout 180
open_cursors 3000
os_authent_prefix ""
processes 1000
session_cached_cursors 200
undo_retention 3600
20. On the Sizing tab, configure the Processes option based on this formula.
Processes  (Maximum Number of Users * 10) + (Number of Oracle System Processes)
The number of Oracle system processes can vary based on the number of
background processes that are running. This number is a high estimate. Overestimate the
number to ensure Oracle will only use the number of processes that the instance needs.

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21. Select the Character Sets tab, and select the Use Unicode (AL32UTF8) option.

 All Hexagon PPM products that participate in integration should set their encodings to
Use Unicode (AL32UTF8) for the Database Character Set option, and to AL16UTF16
- Unicode UTF-16 Universal character set for the National Character Set option.
 For more information about the Character Set options, see your Oracle installation
documentation.
22. Select the Connection Mode tab, and select Dedicated Server Mode.
23. Click Next.
24. On the Creation Options page, click Customize Storage Locations.
The control files should be divided among multiple physical hard drives. This file
is needed by the database to start.
25. Verify that the path in the Tablespaces folder is correct for SYSAUX, SYSTEM, TEMP,
UNDOTBS1, and USERS.
The information in the Datafiles and Redo Log Groups folders can retain the
default settings as long as the folder path does not need updating.
26. Create an additional Redo log file, and set the Redo log file size for each group to 512000 K.

27. Click OK.

28. Click Next.

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The Creation Options page allows you to save your database configuration as a
template file, and also allows you to generate database creation scripts.
Not every setting is preserved in the template file. If you re-use template
files, check the parameters carefully to verify that the settings are correct.

29. Click Next.

30. Click Finish.
The first 15% of the creation process validates the configuration settings. After
the first 15% of the process has successfully passed, the database creation succeeds
without any errors.
31. After the Database Configuration Assistant completes the database creation, click Close.

Configure Oracle Net Services

Regarding the steps below, all of the Oracle service names that will participate in the workshare
must be configured as a local net service at each location. For example, on the host server you
must add the Oracle service name for each satellite server that is participating in the workshare.
On each satellite server that is participating in the workshare, you must add the Oracle service
name for the host.
1. Start the Oracle Net Configuration Assistant.
2. On the Welcome page, select Local Net Service Name configuration, and then click
Next.
3. Click Add on the Net Service Name Configuration page, and then click Next.
The Service Name cannot contain a period.
4. On the Service Name page, enter the name that identifies the database service in the
Service Name box that you want to add, and then click Next.

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The service name is the Oracle database instance name, not the database server
computer name.
5. Select the TCP protocol, and then click Next.
6. Type the computer name of the database server in the Host name box. You can also enter
the TCP/IP address.
7. Click Next.
8. Select Yes, perform a test to perform the connection test, and then click Next.
9. Click Change Login, and enter the system user name and password to use to test this
connection.
10. If the test is successful, then click Next.
11. Enter the Net Service name. This name becomes the alias by which the Oracle database
server is identified.
12. Click No when asked if you want to configure another service, and then finish the wizard.
When you complete the step above, select the option to perform a test of the net service name
information. During a test, Oracle Net Configuration Assistant attempts to contact the remote
database service, establishes a connection, and then ends contact.

 Repeat this procedure until all of the Oracle service names participating in the Workshare
have been configured as a local net service.
 For more information about using Oracle Net Configuration Assistant, see the Oracle
Database Net Services Administrator's Guide delivered with the Oracle database software.

Initialize the Oracle Database

After the Oracle server software is installed and configured (that is, you can connect from a
client to the Oracle database), you must configure the database to run with Smart 3D software.
The Smart 3D Reference Data Installation (see Reference Data Setup (page 109)) delivers the
following sample script files to the <Product Folder>\3DRefData\Tools\OracleScriptsToInitDB
folder.
1. OracleScriptsToInitDB\SP3DUser_ROLES.SQL
2. OracleScriptsToInitDB\SP3DProjectAdminstrator_ROLES.SQL
3. OracleScriptsToInitDB\SP3DUser.SQL
4. OracleScriptsToInitDB\SP3DProjectAdministrator.SQL
These script files create the necessary schemas, users, and roles that are used to run the
software on Oracle. The delivered script files, however, are only samples and must be edited to
fit your server configurations.
Existing scripts delivered in the OracleScriptsToInitDB folder create the
SP3DUser\SP3DAdministrator user and roles with high level permissions on the Oracle server.
However, if you want minimum mandatory privileges for these roles, use the scripts delivered in

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the OracleScriptsToInitDB\MinimumAccessPrivileges folder. For more information, see Initialize

the Oracle Database with Minimum Access Privilege (page 70).

 An administrative user must run the scripts on the server. Before proceeding, place a copy
of each of the sample script files on the server computer.
 The scripts must be run in the order listed because previous scripts create items that are
used in subsequent scripts. Do not deviate from the following sequence of steps.
 Make a backup of the SP3DUser\SP3DAdministrator user and roles configuration if it
already exists on the Oracle server.

Create the Roles Needed for Smart 3D Users and Administrators

1. Log on to the Oracle database server computer using the local administrative account.
2. Open SQL Plus. The SQL Plus dialog box displays.
3. In the User Name field, type SYS as SYSDBA or SYSOPER.
4. In the Password field, type the password for the SYS account.
5. At the SQL prompt, type @<File Location>:\SP3DUser_ROLES.SQL, and press Enter.
For example, if you placed a copy of the script file in the root folder on the C drive,
type @C:\SP3DUSER_ROLES.SQL.
6. After the script finishes, type @<File Location>:\SP3DProjectAdministrator_ROLES.SQL,
and press Enter.
7. After the second script finishes, click File > Exit.

Create the Users Needed for Smart 3D

1. Log on to the Oracle database server computer using the local administrative account.
2. Navigate to the SP3DUser.SQL script file, and open it in Notepad.
3. If you are using OS authentication, edit the external user identified in the file as needed. Use
the following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
User logins cannot contain spaces. Any typed alpha character must be
capitalized.
4. If you are using OS authentication, edit the external user identified in the file as needed. Use
the following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
Any typed alpha character must be capitalized.
-OR-
If you are using database user authentication, edit the external user identified in the file and
replace the database user name. Also, replace IDENTIFIED EXTERNALLY with
IDENTIFIED BY [the user password].
Example replace:
CREATE USER "DOMAIN\USERNAME" PROFILE DEFAULT IDENTIFIED EXTERNALLY
with:

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CREATE USER S3dStandardUser PROFILE DEFAULT IDENTIFIED BY

S3duserPassword
User logins cannot contain spaces. The database user name and password are
case sensitive.
5. Open SQL Plus. The Log On dialog box appears.
6. In the User Name field, type SYS AS SYSDBA.
7. In the Password field, type the password for the SYS account.
8. At the SQL prompt, type @<File Location>:\SP3DUser.SQL, and press Enter.
For example, if you placed a copy of the script file in the root folder on the C drive, type
@C:\SP3DUser.SQL.
9. After the script finishes, click File > Exit.

Create the Administrative User

1. Log on to the Oracle database server computer using the local administrative account.
2. Navigate to the SP3DProjectAdministrator.SQL script file, and open it in Notepad.
3. If using OS authentication, edit the external user identified in the file as needed. Use the
following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
Any typed alpha character must be capitalized.
-OR-
If using database user authentication, edit the external user identified in the file and replace
the database user name. Also replace IDENTIFIED EXTERNALLY with IDENTIFIED BY
[the user password].
Example replace:
CREATE USER "DOMAIN\USERNAME" PROFILE DEFAULT IDENTIFIED EXTERNALLY
with:
CREATE USER S3dAdminUser PROFILE DEFAULT IDENTIFIED BY
S3dAdminUserPassword
The database user name and password are case sensitive.
4. Open SQL Plus. The Log On dialog box appears.
5. In the User Name field, type SYS AS SYSDBA.
6. In the Password field, type the password for the SYS account.
7. At the SQL prompt, type @<File Location>:\SP3DProjectAdministrator.SQL and press
Enter.
For example, if you placed a copy of the script file in the root folder on the C drive, you type
@C:\SP3DProjectAdministrator.SQL.
8. After the script finishes, click File > Exit.

Enable Disable_Directory_Link_Check
1. Open SQL Plus.

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The Log On dialog box appears.

2. In the User Name field, type SYS AS SYSDBA.
3. In the Password field, type the password for the SYS account.
4. At the SQL prompt, type:
SQL> ALTER SYSTEM SET "_disable_directory_link_check" = TRUE SCOPE=SPFILE;
SQL> ALTER SYSTEM SET "_kolfuseslf" = TRUE SCOPE=SPFILE;
SQL> SHUTDOWN IMMEDIATE
SQL> STARTUP

Initialize the Oracle Database with Minimum Access

Privilege
After the Oracle server software is installed and configured (that is, you can connect from a
client to the Oracle database), you must configure the database to run with Smart 3D software.
The Smart 3D Reference Data Installation (see Reference Data Setup (page 109)) delivers the
following sample script files to the <Product
Folder>\3DRefData\Tools\OracleScriptsToInitDB\MinimumAccessPrivileges folder.
1. ..\MinimumAccessPrivileges\SP3DUser_ROLES_Def.SQL
2. ..\MinimumAccessPrivileges\SP3DProjectAdminstrator_ROLES.SQL
3. ..\MinimumAccessPrivileges\SP3DUser.SQL
4. ..\MinimumAccessPrivileges\SP3DProjectAdministrator.SQL
5. ..\MinimumAccessPrivileges\SP3DUser_ROLES_Access.SQL
These script files create the necessary schemas, users, and roles that are used to run the
software on Oracle with minimum access privileges. The delivered script files, however, are only
samples and must be edited to fit your server configurations.

 An administrative user must run the scripts on the server. Before proceeding, place a copy
of each of the sample script files on the server computer.
 The scripts must be run in the order listed because previous scripts create items that are
used in subsequent scripts. Do not deviate from the following sequence of steps.
 Make a backup of the SP3DUser\SP3DAdministrator user and roles configuration if it
already exists on the Oracle server.

Create the Roles Needed for Smart 3D Users and Administrators

1. Log on to the Oracle database server computer using the local administrative account.
2. Open SQL Plus.
The SQL Plus dialog box displays.
3. In the User Name field, type SYS as SYSDBA or SYSOPER.
4. In the Password field, type the password for the SYS account.

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5. At the SQL prompt, type @<File

Location>:\MinimumAccessPrivileges\SP3DUser_ROLES_Def.SQL, and press Enter.
For example, if you placed a copy of the script file in the root folder on the C drive,
type @C:\SP3DUSER_ROLES_Def.SQL.
6. After the script finishes, type @<File
Location>:\MinimumAccessPrivileges\SP3DProjectAdministrator_ROLES.SQL, and
press Enter.
7. After the second script finishes, click File > Exit.

Create the Users Needed for Smart 3D

1. Log on to the Oracle database server computer using the local administrative account.
2. Navigate to the SP3DUser.SQL script file, and open it in Notepad.
3. If you are using OS authentication, edit the external user identified in the file as needed. Use
the following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
User logins cannot contain spaces. Any typed alpha character must be
capitalized.
4. If you are using OS authentication, edit the external user identified in the file as needed. Use
the following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
Any typed alpha character must be capitalized.
-OR-
If you are using database user authentication, edit the external user identified in the file and
replace the database user name. Also, replace IDENTIFIED EXTERNALLY with
IDENTIFIED BY [the user password].
Example replace:
CREATE USER "DOMAIN\USERNAME" PROFILE DEFAULT IDENTIFIED EXTERNALLY
with:
CREATE USER S3dStandardUser PROFILE DEFAULT IDENTIFIED BY
S3duserPassword
User logins cannot contain spaces. The database user name and password are
case sensitive.
5. Open SQL Plus.
The Log On dialog box appears.
6. In the User Name field, type SYS AS SYSDBA.
7. In the Password field, type the password for the SYS account.
8. At the SQL prompt, type @<File Location>:\SP3DUser.SQL, and press Enter.
For example, if you placed a copy of the script file in the root folder on the C drive, type
@C:\SP3DUser.SQL.
9. After the script finishes, click File > Exit.

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Create the Administrative User

1. Log on to the Oracle database server computer using the local administrative account.
2. Navigate to the SP3DProjectAdministrator.SQL script file, and open it in Notepad.
3. If using OS authentication, edit the external user identified in the file as needed. Use the
following syntax: DOMAIN NAME\USERNAME, and then click File > Save.
Any typed alpha character must be capitalized.
-OR-
If using database user authentication, edit the external user identified in the file and replace
the database user name. Also replace IDENTIFIED EXTERNALLY with IDENTIFIED BY
[the user password].
Example replace:
CREATE USER "DOMAIN\USERNAME" PROFILE DEFAULT IDENTIFIED EXTERNALLY
with:
CREATE USER S3dAdminUser PROFILE DEFAULT IDENTIFIED BY
S3dAdminUserPassword
The database user name and password are case sensitive.
4. Open SQL Plus.
The Log On dialog box appears.
5. In the User Name field, type SYS AS SYSDBA.
6. In the Password field, type the password for the SYS account.
7. At the SQL prompt, type @<File Location>:\SP3DProjectAdministrator.SQL and press
Enter.
For example, if you placed a copy of the script file in the root folder on the C drive, you type
@C:\SP3DProjectAdministrator.SQL.
8. After the script finishes, click File > Exit.

Grant Privileges to SP3D User Role

You should execute this process only if you have created the Smart 3D roles with minimum
mandatory privileges using the scripts delivered in the
OracleScriptsToInitDB\MinimumAccessPrivileges folder. The SP3DAdministrator should create
all seven Smart 3D databases (Site, Site Schema, Catalog, Catalog Schema, Model, Report,
and Report Schema) using the Smart 3D utilities.
1. Log on to the Oracle database server computer using the local administrative account.
2. Open SQL Plus.
The Log On dialog box appears.
3. In the User Name field, type SYS AS SYSDBA or SYSOPER.
4. In the Password field, type the password for the SYS account.
5. At the SQL prompt, type @<File Location>:\SP3DUser_ROLES_Access.SQL and press
Enter.

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For example, if you placed a copy of the script file in the root folder on the C drive, you type
@C:\SP3DUser_ROLES_Access.SQL.
6. At the Enter value for database name: prompt from SQL, type the Site database name.
7. Rerun the SP3DUser_ROLES_Access.SQL script six more times providing the Site
Schema, Catalog, Catalog Schema, Model, Report, and Report Schema database names
as you did for the Site database in step 6.

 Any typed alpha character must be capitalized.

 In the future, the Oracle administrator must run SP3DUser_ROLES_Access.SQL on all
seven Smart 3D databases when there are any schema enhancements in databases. For
example, whenever a view, procedure, new table, or any new object is added to the
database, the Oracle administrator must grant permissions on each new object by running
this script.
 If you use minimum access privileges, there is an additional administrative burden on the
Oracle database administrator to add permission on newly created database objects to the
SP3D User role.

Verify Automatic Startup of Oracle Database Services

1. Open Control Panel > Administrative Tools.
2. Double-click Services.
3. Verify that the Status field is set to Started, and the Startup Type field is set to Automatic,
for each of the following services:
OracleService<SID>
OracleVssWriter<SID>
Oracle<oracle_home>TNSListener

 The OracleService is your Oracle database instance. It is appended with the named
Oracle System identifier (SID) you specified when you created the Oracle database. For
example, if your SID is Plant1, the service appears as OracleServicePlant1.
 The TNSListener service is required to allow clients to connect to the Oracle database.
4. To change the Status or Startup Type fields, right-click the service name, and select
Properties from the shortcut menu.
5. On the General tab, select Automatic from the Startup type list.
6. In the Service status section, click Start.
7. Click OK.

Oracle Post-Installation Requirements

1. Create an administrator user (local or domain).
2. Add this administrator to the ORA_DBA group.

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There is no need to have both Oracle Server and Oracle Client on the same
computer.
3. Make sure the Administrators, System, and Users Windows groups have full access to the
SharedContent folder on the reference data computer.
4. Make sure the Administrators and System account have full permissions to the Database
Templates folder.

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Password Verification in Oracle

If you create or restore a database in Oracle, the software creates the user with a
DEFAULT profile.
To verify the password, you can add the password verification function to the DEFAULT profile.
The password verification function is delivered with the product. The password:
 Must be different from the username
 Cannot begin or end with a number
 Must contain at least two embedded numbers
 Must contain at least one uppercase and lowercase letter
 Must be at least 8 characters and should not exceed 15 characters
 Cannot use any of the following combinations - welcome, database, account, user,
password, oracle, computer, and abcd.

Enable the Password Verification Function on the Server

The Oracle database administrator is responsible for modifying and enabling
the password verification function.
1. On the server, run the OraclePasswordVerification.sql application available at [Product
Folder]\ProjectMgmt\Server\Schema\Oracle.
The application creates a PASSWORDCHECK function under the [Oracle Service] >
Functions node.

2. Select a DEFAULT profile, and then run the following query:

"Alter profile default limit PASSWORD_VERIFY_FUNCTION
PASSWORDCHECK;"
Commit;
The default profile Limit is set to PASSWORDCHECK, indicating that the profile is ready

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with the password verification.

Add Firewall Exceptions on the Oracle Database Server

Add Exceptions for Programs on the Oracle Database Server
1. In the left panel of the Windows Firewall with Advanced Security management console,
click Inbound Rules.
2. In the Action panel on the right, click New Rule.
The New Inbound Rule Wizard appears.
3. On the Rule Type page, select Program, and then click Next.
4. On the Program page, select This program path.
5. Type the path or browse to a program on the Oracle server, and then click Next. See the
table below for the list of programs.
6. On the Action page, select Allow the connection, and then click Next.
7. On the Profile page, select the needed options for Domain, Private, and Public, as
required by your network configuration and allowed by the security policy of your company.
Click Next.
8. On the Name page, type the name for the program exception. Optionally, you can type a
description.
9. Click Finish.
10. In the center of the Inbound Rules panel, verify that the new program exception name
appears.
11. Repeat these steps for the remaining programs in the table.

Program Path and File Name Name

[Oracle_home]\bin\oracle.exe Oracle Database Executable

[Oracle_home]\bin\tnslsnr.exe Oracle Listener

[Oracle_home]\bin\omtsreco.exe Oracle Services for Microsoft Transaction

Server

[Oracle_home]\jdk\bin\java.exe Java Virtual Machine

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[Oracle_home] is the fully-qualified path name of the Oracle Database Server

software.
12. Review Oracle Database port assignments (page 77) and open ports as required.

Oracle Database port assignments

The Oracle database uses the following port assignments.
These assignments might not be required if Oracle is not used as a database within
your implementation.
For the Oracle components listed below, port assignments can be custom-
configured as indicated. For each component, additional information can be found in the cited
Oracle documentation. These Oracle references contain links to additional Oracle content,
providing important considerations, including discussions about other affected components that
may require matching port changes to be made, as well as the instructions for changing the
assigned ports.

Port Number TCP/UDP Communication Comments

80 TCP From client to server For Oracle HTTP. Can be reassigned.

Configurable port range is 80, 7777-
7877, 8888.

1521, 1526 TCP From client to For Oracle Client SQL Net Connection
server; from server (1521 is default). Can be changed
to client using Oracle Net Configuration Utility
to port within range 1024-65535.

1158 TCP From client to server For Oracle Enterprise Console (1158 is
default). Configured during database
installation. Can be changed within
range 5500-5519.

5560, 5580 TCP From client to server For Oracle SQL Plus (5560 is default).
Can be changed within range 5560-
5579.
For more information, see the Oracle
documentation on database port
numbers.

443 TCP From client to server For Oracle HTTP Server SSL Port
(443 is default). Can be set to either
443 or 4443. For more information, see
the Oracle documentation on server
port numbers.

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Port Number TCP/UDP Communication Comments

7809 TCP From server to Required for Oracle Global Workshare.

server GoldenGate is now used for replication
and this port is needed for the
GoldenGate Manager to handle
communication between the servers.

7810-7820 TCP From server to Required for Oracle Global Workshare.

server Golden Gate is now used for
replication and this port is needed to
facilitate the transfer of transaction
information between the GoldenGate
instances.

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Client/Workstation Setup
The Smart 3D client software is used for general modeling, as well as for performing a variety of
administrative activities, including managing permissions, backing up and restoring data,
creating plants, and monitoring database interference detection. Additionally, the software
provides features that extend the capabilities of the software to include importing model data
and integrating Smart 3D with Intergraph Smart P&ID.
If you have a previous version of Smart 3D installed, you need to remove it
before installing the new version. For more information, see Remove Smart 3D Software (page
207).

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Loading Prerequisite Software on the Client

The following prerequisite software is required in order to install and use the software on a client
computer:
 Microsoft Office 2013 or 2016 (32-bit)
 Adobe Acrobat Reader
 SmartPlant License Manager 2012 (V12.0)
 Intergraph SmartSketch 2016 (9.0 or later), if you are using material handling mode.
You must install SmartSketch before installing Smart 3D. If you install Smart
3D first, then Smart 3D will not work properly.
See Also
Loading Prerequisite Software on the Database Server (page 34)

Install Microsoft Office

Several of the tasks require Microsoft Office. Designers need Microsoft Excel to create reports
and system administrators rely on Excel to make changes to the reference data spreadsheets
and bulk load them into the Catalog database. The current release of the software supports
Office 2016 (32-bit).

 The system language specified for Microsoft Office must be the same as the system
language specified by the operating system. For example, if your operating system
language is English, Microsoft Office must also be set to English.
 If you choose to do a custom installation of Office, be sure to select the .NET Programming
Support for Excel, which is required for the Model Data Reuse command.
 If running in a Citrix environment, the MSDN license key must be a VLM license key for
multiple users to run reports.
See Also
Loading Prerequisite Software on the Client (page 80)

Install Microsoft SQL Server 2016 Client

Because system configurations and individual company standards vary, use this section as a
checklist instead of step-by-step instructions for Microsoft SQL Server. Please contact Customer
Support for specific configuration questions.
You need Microsoft SQL Server Client if:
 The computer is an administrative workstation.
 You plan to run Project Management on the computer.
You do not need to install Microsoft SQL Server Client if:
 The computer is used for general design work (piping, HVAC, and so forth).
 You are using Oracle as your database provider.

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There are internationalization considerations concerning the SQL Server collation

settings you specify that relate to reference data, using SmartPlant Enterprise integrated
systems, Global Workshare Configuration, multiple locales, backup/restore, reports, and
upgrading to future releases. Please contact Customer Support for specific configuration
questions.
1. Insert your Microsoft SQL Server DVD, and start the setup program.
2. From the Planning page, select System Configuration Checker to check for pre-requisite
applications and identify potential installation problems. You might have to restart your
computer if any pre-requisite applications were installed.

3. Click Installation, and then select the New SQL Server stand-alone installation or add
features to an existing installation option.

4. Enter your SQL Server 2016 product key provided by Microsoft, and click Next.
5. Accept the license terms, and click Next.
6. On the Microsoft Update page, check Use Microsoft Update to check for updates based
on your company's policy. Click Next.
Wait while the SQL Server Setup files are installed on the computer.

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7. After the setup files are installed, review the results for any failures that must be fixed before
you continue. Click Next.

8. Select the Client Tools Connectivity feature.

9. When you get to Installation Rules, make sure all operations have passed.
10. From Ready to Install, click Install.
Wait for installation to complete.
11. Click Close.

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12. On the Installation page, click Install SQL Server Management Tools.

13. Download and install SQL Server Management Studio from the MSDN web site.

Install Microsoft SQL Server 2014 Client

Because system configurations and individual company standards vary, use this section as a
checklist instead of step-by-step instructions for Microsoft SQL Server. Please contact
Intergraph Customer Support for specific configuration questions.
You need Microsoft SQL Server Client if:
 The computer is an administrative workstation.
 You plan to run Project Management on the computer.
You do not need to install Microsoft SQL Server Client if:
 The computer is used for general design work (piping, HVAC, and so forth).
 You are using Oracle as your database provider.

 There are internationalization considerations concerning the SQL Server collation settings
you specify that relate to reference data, using SmartPlant Enterprise integrated systems,
Global Workshare Configuration, multiple locales, backup/restore, reports, and upgrading to
future releases. Please contact Intergraph Customer Support for specific configuration
questions.
 If you are using a XenApp 6.5, XenApp 7.6, or XenDesktop 7 RDS local data store (farm),
you must install Microsoft SQL Server Client before installing XenApp 6.5, XenApp 7.6, or
XenDesktop 7 RDS.

1. Insert your Microsoft SQL Server DVD, and start the setup program.

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2. From the Planning page, select System Configuration Checker to check for pre-requisite
applications and identify potential installation problems. You might have to restart your
computer if any pre-requisite applications were installed.

3. Click Installation, and then select the New SQL Server stand-alone installation or add
features to an existing installation option.

4. Enter your SQL Server 2014 product key provided by Microsoft, and click Next.
5. Accept the license terms, and click Next.

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Wait while the SQL Server Setup files are installed on the computer.

6. Click Next.
7. On the Microsoft Update page, check Use Microsoft Update to check for updates based
on your company's policy. Click Next.
Wait while the setup files are installed.
After the setup files are installed. Review the results for any failures that must be fixed
before you continue. Click Next.

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8. On the Setup Role page, select SQL Server Feature Installation, and click Next.

9. Select these client features:

 Client Tools Connectivity
 Management Tools - Basic
 Management Tools - Complete

10. When you get to Installation Rules, make sure all operations have passed.
11. From Ready to Install, click Install.
12. When the installation has been completed, review the summary log file for any problems.

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Install Microsoft SQL Server 2012 Native Client

When using database user authentication, Smart 3D client software connects to the Microsoft
SQL Server database using the Microsoft SQL Server 2012 Native Client. If you are using an
Oracle database, you do not need to install the 2012 Native Client.
This step is only required if you are using SQL server database user
authentication. You must install the Microsoft SQL Server 2012 Native Client on all workstation
computers, even those computers with the Microsoft SQL Server Client installed.
You can download Microsoft SQL Server 2012 Native Client from:
https://www.microsoft.com/en-us/download/details.aspx?id=50402

Installing and Configuring Oracle Client Software

Because system configurations and individual company standards vary, use this section as a
checklist instead of as step-by-step instructions. Please contact Customer Support for specific
configuration questions.

 Smart 3D is a 32-bit application that uses the 32-bit Oracle Client even when loaded on a
64-bit client operating system.
 However, the 64-bit Oracle Client is required on computers where the 64-bit Interference
Checker or 64-bit Drawings Batch Publishing is installed.
 Do not use the Oracle "light client" as it does not include some DLLs required by Smart 3D.
 You do not need to install the Oracle Client if you are using Microsoft SQL Server as your
database provider.
 The Oracle Client and the tnsnames.ora file must be installed and configured on the Batch
Services and Interference Server computers.

Topics
Oracle 12c Client Installation ......................................................... 87
Configure the Oracle Client ............................................................ 90
Configure Windows Firewall for the Oracle Client ......................... 91

Oracle 12c Client Installation

This section guides you through installing Oracle 12c client software. Oracle 64-bit client is
required on computers running 64-bit interference checking and 64-bit drawings batch
publishing.
1. Double-click the Oracle Setup.exe.

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2. Select Custom installation, and then click Next.

3. Select English, and then click Next.

4. On the Oracle Home User Selection page, select Use Windows Built-in Account. Click
Next.

5. In the Oracle Base box, enter a unique folder location for the Oracle client.
6. In the Software Location box, enter a unique folder location.
7. Click Next.

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8. On the Available Product Components page, select the options as shown below. Clear
the Oracle SQL Developer option.

9. Click Next.
10. Click Next.
Oracle performs prerequisite checks.
11. Click Install.
12. Click Cancel on the Oracle Net Configuration Assistant window.

13. Click Yes to confirm that you want to cancel.

14. Click OK on the Oracle Net Configuration Assistant failed error message.

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15. Click Next to exit the Oracle client installation.

16. Click Yes on the message that the installation was successful but the configuration assistant
failed.
17. Click Close.
18. Copy the TNSNAMES.ORA file from another previously configured system. The
TNSNAMES.ORA file is located in <Oracle Home>\Network\Admin.

Configure the Oracle Client

Oracle client computers must be configured before they can connect to an Oracle database.
1. Start Oracle Net Manager.

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2. Select the Service Naming node, and then click the green plus sign to start the Net Service
Name Wizard.

3. Specify a Service Name.

The Service Name must be the same on the server and client. You will need to
provide this net service name when creating databases, bulkloading and configuring
Workshare.
4. Select TCP/IP (Internet Protocol).
5. Specify the Host name (typically the network name of the database server computer) and
Port Number (default=1521) for your protocol settings.
6. Specify the Service Name and Connection Type.
7. Test the new service.
8. If the default test fails, click Change Login, type a valid username/password combination
and, retest the connection.
9. When the login test is successful, click Finish to close the wizard.
10. Click File > Save Network Configuration to save your new network service.
See Also
Installing and Configuring Oracle Client Software (page 87)

Configure Windows Firewall for the Oracle Client

The Windows Firewall state is On by default to block incoming connections on most TCP
network ports. As a result, an Oracle client reports errors when it requires an incoming
connection from an Oracle server. You must adjust the Windows Firewall settings after installing
Oracle client software to allow exceptions for the needed incoming connections.
If the Windows Firewall state is Off on the Oracle client, then you do not need
to change the configuration.

Open the Windows Firewall Control Panel

1. Open Windows Firewall.
The Windows Firewall control panel appears.

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 Client/Workstation Setup

2. In Public networks, verify that the Windows Firewall state is On.

3. In Control Panel Home, click Advanced settings.
The Windows Firewall with Advanced Security management console appears.

Add an Exception for the Oracle Listener Port

1. In the left panel of the Windows Firewall with Advanced Security management console,
click Inbound Rules.
2. In the Action panel on the right, click New Rule.
The New Inbound Rule Wizard appears.
3. On the Rule Type page, select Port and then click Next.
4. On the Protocol and Ports page, select TCP.
5. Select Specific local ports, and then type 1521. Click Next.
The default Oracle listener port is 1521. Your network configuration might require
a different port number.
6. On the Action page, select Allow the connection and then click Next.
7. On the Profile page, select the needed options for Domain, Private, and Public, as
required by your network configuration and allowed by the security policy of your company.
Click Next.
8. On the Name page, type Oracle Listener Port as the name for the port exception.
Optionally, you can type a description.
9. Click Finish.
10. In the center of the Inbound Rules panel, verify that the new exception name appears.

Install Smart 3D Client Software

Prior to installing Smart 3D on a workstation computer, verify that the workstation computer
meets the required hardware and software requirements and that all prerequisite software has
been installed. For more information, see Smart 3D Workstation Recommendations (page 17) in
the Intergraph Smart 3D Installation Guide. For more information about the prerequisite
software, see Loading Prerequisite Software on the Client (page 80).
Remove the older version of Smart 3D before loading the new version. For more information,
see Remove Smart 3D Software (page 207) in the Intergraph Smart 3D Installation Guide.
You must have administrator privileges on the computer to install the software. We recommend
using the Run as Administrator option.
If you have not already installed and configured SmartPlant License Manager on your computer,
we recommend doing so before installing Smart 3D.

 If you are using material handling mode, you must install Intergraph SmartSketch 2016 (9.0
or later) before installing Smart 3D. If you install Smart 3D first, then Smart 3D will not work
properly. You must separately purchase SmartSketch (SGBY297AV).

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 Smart 3D requires the SmartPlant License Manager software for concurrent licensing for
both the core Smart 3D product and for each module. This licensing software is delivered on
its own DVD that comes with your Smart 3D DVD. For more information about using and
configuring concurrent licensing, see the SmartPlant License Manager Installation and
User's Guide (SPLMInstall_UserGuide.pdf).
 During setup, the %temp% value is defined as the user %temp% of the person who runs the
setup. In Windows, each user's C:\Documents and Settings\username\Local Settings\Temp
is protected from other Windows users. Consequently, you must set the system environment
variable TEMP value to a folder location where everyone has write access (for example,
c:\temp). For more information about editing system variables, see the Help and Support
Center (click Start > Help and Support Center from the Windows task bar).

1. Insert the Intergraph Smart 3D DVD. If the DVD does not start automatically, right-click
Setup.exe in the root folder of the DVD and select Run as administrator.
2. Click Additional Software, and the select the optional software that you need to install, if
any:
Install SmartPlant Schema Component (page 147)
Install PDS Export Tools (page 147)
3. Click Back if needed.
4. Click Full Installation.
5. Type your name or organization information.
6. Select the components to install on this computer:
 Smart 3D Installation - Installs the Smart 3D client component that contains the
modeling tasks such as Common, Piping, Equipment, Structure, and so forth.
 Project Management - Installs the Project Management client used for creating
models, managing access control, and upgrading databases. Select this option for
an administrator's computer. You must also install the Server Connectivity option
(below) and the Microsoft SQL Server client tools. The Microsoft SQL Server client
tools are not required on computers where Project Management is not installed or
if you are using Oracle as your database provider.
 Bulkload Reference Data - Installs sample Microsoft Excel reference data
workbooks and the utilities needed to bulkload the workbooks into the Catalog task.
Select this option for people working with reference data and the Catalog task. You
must also install the Server Connectivity option if you select this option.
 Piping Specification Remote Access Server - Installs the necessary software for
correlating piping specification data between Smart 3D and SmartPlant P&ID. This
option sets up the computer as a remote access server by registering the
SP3DPipingSpecRemoteAccessServer COM+ component. For more information
about the P&ID integration capabilities of the software, see Integrating with
SmartPlant P&ID (page 148) in the Intergraph Smart 3D Installation Guide.
If you select this option, make sure that the Distributed
Transaction Coordinator service is not set to Disabled. The Piping Specification
Remote Access Server installation will fail if this service is disabled.

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 Database Interference Detection Service - Installs the software required for

database interference detection. You must configure this service through Windows
Services. Requires the Project Management and the Server Connectivity
components. For more information, see Interference Checking Setup (page 157).
 Server Connectivity - Installs required database connectivity components for
Project Management, the Bulkload Utility, Piping Specification Remote Access
Server, and the Database Interference Detection Service.
 64-bit Services - Installs the 64-bit version of the Interference Checking and
Drawings Batch Services components.
64-bit Services cannot be uninstalled individually. You must
remove all of Intergraph Smart 3D from the computer to remove the 64-bit Services
component.
 Name Generator Installation - Installs the 32-bit version of the Name Generator. Install
this one if you are installing the Name Generator on a computer where the Oracle 32-bit
client is installed.
 Name Generator 64-bit Installation - Installs the 64-bit version of the Name Generator.
Install this one if you are installing the Name Generator on a computer running a server
operating system, you are using Microsoft SQL Server, or you are installing on an
Oracle database server.

 For more information about which version of the Name Generator you need and
about the Name Generator in general, see Name Generator Service Setup (page
100).
 Make sure that the Distributed Transaction Coordinator service is not set to
Disabled. Name Generator installation will fail if this service is disabled.
 Reference Data Installation - Installs the reference data needed to run Smart 3D. You
should pick one server on which to install the reference data. Do not install reference
data on each client or administrator computer. For more information, see Reference
Data Setup (page 109).
 Intergraph Smart 3D PDS Model & Data Translators Installation - Installs the PDS
Model & Data Translators (licensed-separately, SEBY801) component that further
extends the PDS integration capabilities by allowing you to export Piping, HVAC,
Electrical, Equipment, and Structure model data from PDS into Smart 3D. For more
information, see Install Smart 3D PDS Model & Data Translators (page 148).
 Intergraph Smart 3D Tribon Interface Installation - Installs the Tribon Interface
(licensed-separately, SEBY812) component that allows you to import Tribon Initial
Design M3 structural data into Smart 3D in marine mode for planning and outfitting
purposes. For more information, see Smart 3D Tribon Interface Setup (page 116).
 Programming Resources Installation - Installs the Programming Resources
component which provides developers with the tools necessary to customize the
software by creating custom commands or custom programs. For more information, see
Programming Resources Setup (page 112).
Serial numbers are used for product identification only. A license key is
required to run the software. For more information about installing and using SmartPlant
License Manager, see the SmartPlant License Manager Installation and User's Guide
(SPLMInstall_UserGuide.pdf).

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7. Read the license agreement. Click to agree to the Software License Agreement, and then
click Install.
The selected options are installed on the computer.
8. Click Finish.
If you installed Smart 3D on a computer with version 4.5.2 of the .NET
Framework installed, you must reboot your computer after installation completes.

Silent Installation
You can install and remove the software using a command line rather than the normal user
interface allowing you to perform unattended installations. The following command-line
parameters and arguments can be used to perform a silent installation of the product:
S3DInstallation.exe SERIALNUMBER=### SLAACCEPT=YES [INSTALLDIR=<Path>]
[X64SERVICES=Yes] [ADDLOCAL=Feature1,Feature2]
[REMOVE=Feature1,Feature2]
If you installed Smart 3D on a computer with version 4.5.2 of the .NET
Framework installed, you must reboot your computer after installation completes.

Required Arguments
SERIALNUMBER=<serial number>
SLAACCEPT=YES
SLAACCEPT=Yes means that you are accepting the Software License Agreement.
If the PIDService feature is added, the following are also required:
 NAMEGENUSERNAME=<mydomain\myuserid>
 NAMEGENPASSWORD=<mypassword>

Optional Arguments
INSTALLDIR=<path to install to> The default is C:\Program Files (x86)\Smart3D
ADDLOCAL=<comma delimited list of features to install> See the table below for additional
information.
REMOVE=<comma delimited list of features to remove> See the table below for additional
information.

 ADDLOCAL and REMOVE refer to user-selectable features. There are features that the
user cannot see that are automatically installed that are not referenced in the list below.
 For ADDLOCAL and REMOVE, ALL can be used, as in, ADDLOCAL=ALL or
REMOVE=ALL
X64SERVICES=YES

 The arguments for the command line are case-sensitive.

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 If you are going to install Smart 3D silently with a script under a Terminal Services Server in
Application Server mode, we recommend that you update the script to include a Change
User mode command to set the user mode to Install mode first, and then back to Execute
mode after the Smart 3D installation command. This ensures that changes written to registry
key HKEY_CURRENT_USER are properly redirected to their corresponding
HKEY_LOCAL_MACHINE registry after each user logs in into the system. These steps are
also recommended when applying hot fixes and service packs in a silent install.

List of User-Selectable Features

To add or remove user-selectable features, use ADDLOCAL and REMOVE. If neither of these
arguments is used, the features shown below are not installed. For example, if ADDLOCAL is
set to ProjectEnvironment and Server (ADDLOCAL=ProjectEnvironment,Server),
ProjectEnvironment (Project Management) and Server (Server Connectivity) are installed.

Displayed Feature Name Command Line Feature Name Installed by Default

Project Management ProjectEnvironment No

Piping Specification Remote Access PIDService No

Server

Server Connectivity Server No

Bulkload Reference Data Bulkload No

Database Interference Detection IFCService No

Service

64-bit Services X64SERVICES No

Examples of running client silent install from the command line:

This command line installs the product into the default location, C:\Program Files
(x86)\Smart3D. No logging file is created unless a problem occurs. If a problem occurs, a
logging file with a brief description of the problem is created in the Temp folder.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes

This command line installs the product into location, D:\Program Files\Smart3D.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes
INSTALLDIR="D:\Program Files\Smart3D"

This command line installs all features, including PIDService into the location, D:\Program
Files\Smart3D.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes
INSTALLDIR="D:\Program Files\Smart3D" ADDLOCAL=ALL
NAMEGENUSERNAME=<mydomain\myuserid> NAMEGENPASSWORD=<mypassword>

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This installs all of the features listed above except PIDService into the location D:\Program
Files\Smart3D.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes
INSTALLDIR="D:\Program Files\Smart3D" ADDLOCAL=ALL REMOVE=PIDService

This command line removes the software with no user interaction but displays the progress on
screen.
S3DInstallation.exe UNINSTALL

This command line installs all features with Smart 3D except for the 64-bit service.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes
ADDLOCAL=ALL

This command line installs all features with Smart 3D including the 64-bit service.
S3DInstallation.exe SERIALNUMBER=12345678901234 SLAACCEPT=Yes
ADDLOCAL=ALL X64SERVICES=YES

Hot Fix Installation Options

To install the Smart 3D hot fix, type the following command line:
[FixLocation Folder]\S3DHotFix.exe /INSTALL
To install the Windows Installer Patches Smart 3D hot fix components, you must type a
command line for each component. For example, this command line installs the Smart 3D
Tribon component hot fix:
msiexec.exe /passive /update "[FixLocation Folder]\S3DTribonHotfix.msp"
The components follow the Windows Installer Patch protocol.

Reference Data Installation Options

The Smart 3D reference data can also be installed using a command line. Examples of running
reference data silent install from the command line:
To install reference data in default location (C:\Program Files (x86)\Smart3D\3DRefData):
msiexec /i "<path>\S3DReferenceData.msi" SLAACCEPT=Yes ADDLOCAL=ALL /qn

To uninstall reference data:

msiexec /passive /x "<path>\S3DReferenceData.msi"

Programming Resources Installation Options

The Smart 3D programming resources can be installed using a command line:
msiexec /i "<path>\S3DProgrammingResources.msi" INSTALLDIR="C:\Program
Files (x86)\Smart3D" SLAACCEPT=Yes /lvoicewarmup "%temp%\PRInstall.log"
ADDLOCAL=ALL /qb

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To uninstall programming resources:

msiexec /passive /x "<path>\S3DProgrammingResources.msi"

Name Generator Installation Options

The name generator requires a separate installation procedure after installing the reference
data. You must include the NAMEGENUSERNAME and NAMEGENPASSWORD arguments
when installing the name generator. The default location is C:\Program Files (x86)\Smart3D.
Examples of running name generator silent install from the command line:
On the 32-bit and 64-bit computers, you can use the following command-line arguments to
install the 32-bit name generator:
msiexec /i "<path>\S3DNameGenerator.msi" SLAACCEPT=Yes ADDLOCAL=ALL
NAMEGENUSERNAME=<mydomain\myuserid> NAMEGENPASSWORD=<mypassword> /qn
To install the 64-bit version of the name generator on 64-bit computers, use the following
command-line argument:
msiexec.exe /i “<path>\S3DNameGenerator64.msi” SLAACCEPT=Yes
ADDLOCAL=ALL NAMEGENUSERNAME=<mydomain\myuserid>
NAMEGENPASSWORD=<mypassword> /qn
To uninstall the 32-bit name generator:
msiexec /passive /x "<path>\S3DNameGenerator.msi"
To uninstall the 64-bit name generator:
msiexec /passive /x "<path>\S3DNameGenerator64.msi"

Citrix Installations
If you are installing Smart 3D in a Citrix environment, you need to be aware of the following.
Windows stores system path statements for individual executable files under the following
registry path (depending on the platform):
 32-bit O/S: HKLM\SOFTWARE\Microsoft\Windows\CurrentVersion\App
Paths\App_name.exe
 64-bit O/S: HKLM\SOFTWARE\Wow6432Node\Microsoft\Windows\CurrentVersion\App
Paths\App_name.exe
When a program registers an application path this way, Windows adds the path statement to the
search path whenever the application is run. This path information becomes part of the System
Search Path search order.
When applications are launched through Terminal Services (or Citrix), these path statements
are not automatically added. If an application requires this path, then the path information from
the appropriate AppPath registry key must be added to the path variable of the System
Environment.
Ensure that you back up the current value of the system path to a file for later
reference if there is an issue. Making a mistake during the modification of the system path
variable can render the computer unusable. It is essential to know the path contents prior to the
modification to bring the computer back with any real confidence if there is a problem.
1. In the Registry, copy the data of the Path value for the application executable:

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 32-bit O/S: HKLM\SOFTWARE\Microsoft\Windows\CurrentVersion\App

Paths\App_name.exe
 64-bit O/S: HKLM\SOFTWARE\Wow6432Node\Microsoft\Windows\CurrentVersion\App
Paths\App_name.exe

2. Display the System Properties window via the Control Panel.

3. Click the Advanced tab.
4. Click Environment Variables.
5. In the System variables list, select Path and click Edit.
6. Paste the value data from the Registry to the end of the Path string.

Make sure the 64-bit path is BEFORE the 32-bit path in the Path string.
64-bit processes will not run if the 32-bit path is listed first.
7. Click OK to dismiss all windows.

Citrix Server Requirements

Before installing Smart 3D, you need to consider factors such as project size and the number of
users. Contact Customer Support (https://hexagonppm.com/ppm-support) for more information
about Citrix and Smart 3D.

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Name Generator Service Setup

The Name Generator Service supplies unique names to items placed in the model database.
Although we recommend installing the Name Generator Service on the same computer as the
reference data software, you can install the Name Generator Service on any computer running
on the Windows domain.
Refer to Install Smart 3D Client Software (page 92) for setup instructions.

Hardware Requirements
For optimal performance, the following minimum hardware requirements are recommended:
 2.8 GHz Pentium® 4 processor or higher
 Minimum of 1 GB memory
 100 BaseT or higher network interface
 Minimum of 5 MB hard drive disk space on the drive where Name Generator Service is
installed

Prerequisite Software
For optimal performance, the following minimum software requirements are recommended:
 For large installations: Microsoft Windows Server 2016
or
For small installations: Windows 10 64-bit (maximum 20 connections)
 Microsoft .NET Framework 4.5.2 or later
 Adobe Acrobat Reader
 32-bit or 64-bit Oracle Client if you are using Oracle as your database

 Distributed Transaction Coordinator service must be enabled. Name Generator installation

will fail if this service is disabled.

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 If you are installing Smart 3D Reference Data on a computer running Windows Server 2016,
enable the COM+ Network and DTC access, and then add the necessary users to the
Distributed COM Users group.
 If you are using Microsoft SQL Server as your database server, you must Install Microsoft
SQL Server 2012 Native Client (page 87) on the computer running the Name Generator
Service.
 If you are installing the Name Generator Service on the database server computer, you
must register the Microsoft SQL Server, see Register the Microsoft SQL Server.
 If you are installing the Name Generator Service on an Oracle 32-bit Client computer, the
computer must be configured to access the Oracle database server through Net Manager.
 You must install the 32-bit Name Generator if you are using a 32-bit Oracle client.
 Installing the 32-bit Name Generator with 32-bit Oracle Client on a 64-bit Oracle server
causes slower database performance.
 You can install the 32-bit Name generator on 64-bit workstations with 32-bit Oracle client
loaded.
 The Name Generator Service works when installed on 64-bit Oracle database servers. We
recommend that if you are running Oracle 64-bit on a 64-bit server, install the 64-bit Name
Generator.
 After installing the Name Generator Service, the firewall on that computer must be
configured to allow DCOM Dynamic Ports. For more information, see Configure the Firewall
to Allow DCOM Communication in Windows Server (page 108).

Services Authentication Settings

The Database Authentication Settings - Services utility defines the location of the database
user's .ini file on the computers running the interference checking service, the naming rule
service, and batch services. Because these three services use logins defined in the service itself
and not the active Windows OS login, you must run this utility as an administrator on the
computer. This action allows the services to find and access the database user's .ini file.
You do not need to run this utility if you are using Windows Authentication to access
the databases. For more information on creating the .ini file, see Create Database Login ini File
(page 33).
1. Right-click ..\Smart3D\ProjectMgmt\Tools\bin\ServicesAuthenticationSettings.exe, and then
click Run as administrator.
2. Select the database server type.
3. Select Database User Authentication.
4. Define the location and file name for the .ini file to use.
5. Click OK.

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Configure the Name Generator Service

Perform the following steps to verify and, if necessary, manually configure the Smart 3D Name
Generator Service on a computer. This procedure is only necessary if you received the following
error message during installation of the Name Generator Service:

1. Log on with an account that has administrator privileges.

2. Open the Control Panel, double-click Administrative Tools, and then double-click
Component Services.
The Component Services window appears.

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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 S3DNameGenerator icon appears under COM+ Applications. If it exists, skip to
step 14. If it does not exist, perform steps 6-14.

6. Select COM+ Applications under the My Computer node, and then click More Actions >
New > Application.
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 S3DNameGenerator in the Enter a name
for the new application text box.
10. Select Server application as the Activation type, and then click Next.

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11. On the Set Application Identity page, select This User:, and then enter the user name and
password to set the proper identity under which the COM+ application will run on the
computer. Click Next.

 You must specify an account with Windows administrative privileges on the computer.
 If you are configuring the Name Generator Service on a computer on which Microsoft
SQL Server is installed, the user account must also be a SQL Server Login that has a
system administrator role in SQL Servers; otherwise, the Name Generator Service will
not run. For information about creating a SQL Server Login and assigning administrator
privileges, see Register the Microsoft SQL Server.
12. On the Add Application Role page, select CreatorOwner in the Roles list, and click
Remove.
13. Click Next.
14. Click Finish to begin the installation.
When the installation is complete, a S3DNameGenerator node is placed under
COM+ Applications.

15. Expand the S3DNameGenerator node.

16. Expand the Components node. Verify the NTNameService.UpdateNumber.1 component
appears. If it exists, skip to step 21. If it does not exist, perform steps 16-20.
17. Click More Actions > New > Component. The COM Component Installation Wizard
appears.
18. Click Next on the Welcome to the COM+ Component Install Wizard.
19. Select Install new component(s) and browse for NTNameService.dll.
The 32-bit component .DLL is located in [Product Folder]\CommonApp\Server\Bin.
The 64-bit component .DLL is located in [Product Folder]\CommonApp\Server\Bin64.
20. Click Next on the Install new components page, and then click Finish to complete the
installation procedure.

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The Component Services window indicates that the

NTNameService.UpdateNumber.1 component is installed in the S3DNameGenerator
Application.

21. Select the S3DNameGenerator application icon.

22. Click Action > Properties, and then click on the Identity tab.
23. Select the This user: option.

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24. Enter the user 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.
 If you are configuring the Name Generator Service on a computer on which Microsoft
SQL Server is installed, the user account must also be a SQL Server Login that has a
system administrator role in SQL Servers; otherwise, the Name Generator Service will
not run. For information about creating a SQL Server Login and assigning administrator
privileges, see Register the Microsoft SQL Server.
25. Click Apply.
26. Select the Security tab.
27. Under Authorization, clear the Enforce access checks for this application option if
selected.
28. Click OK to complete the configuration procedure.
29. Configure MSDTC. For more information, see Configure Microsoft Distributed Transaction
Coordinator.
See Also
Name Generator Service Setup (page 100)

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Configure Microsoft Distributed Transaction Coordinator

All network Microsoft Distributed Transaction Coordinator (MSDTC) transactions are disabled.
Use the following procedure to manually configure MSDTC and re-enable your distributed
scenarios.
1. Open the Control Panel, double-click Administrative Tools, and then double-click
Component Services.
2. Under Console Root, expand the Component Services, Computers, My Computer, and
Distributed Transaction Coordinator nodes.
3. If you get a Windows Firewall alert regarding Microsoft Management Console features being
blocked, select Domain networks, such as a workplace network, and then click Allow
access.
4. Under the Distributed Transaction Coordinator node, right-click on Local DTC and select
Properties.
5. Select the Security tab.
6. In the Security Settings section, select Network DTC Access.
7. In the Client and Administration section, select the Allow Remote Clients and Allow
Remote Administration options.
8. In the Transaction Manager Communication section, select the Allow Inbound, Allow
Outbound and No Authentication Required options.
9. Select the Enable XA Transactions and Enable SNA LU 6.2 Transactions options.
10. In the DTC Logon Account section, verify that NT AUTHORITY/Network Service appears
in the Account box.

11. Click OK.

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12. Click Yes if you are prompted to stop and restart the MSDTC service.

Configure the Firewall to Allow DCOM Communication in

Windows Server
The following procedure presumes that you are using the firewall delivered by Microsoft with
Windows 2012 R2 Server. If you are using third-party firewall software, please consult that
product's documentation.
You must configure the firewall on the Windows 2012 R2 Server computer as described below
for the Name Generator to run:
 All RPC Dynamic Ports in the firewall must be open in order for the Name Generator to
communicate with the client computers.
 The Name Generator must be able to communicate with the SQL Server default instance
running over TCP and the SQL Server Browser service.
The firewall can reset itself to its default settings. If you encounter an error,
review your Windows Firewall settings and verify that they are as outlined in this procedure.

Windows Firewall Instructions for RPC Dynamic Ports

1. Click Start > Control Panel > System and Security > Windows Firewall.
2. In the left panel section, select Advanced settings.
3. In the left panel section, select Inbound Rules.
4. In the right panel section under Actions, click New Rule.
5. Select Port, and then click Next.
6. Select TCP and Specific local ports.
7. Type 135 in the Specific local ports box.
8. Click Next.
9. Select Allow the connection, and then click Next.
10. Verify that Domain, Private, and Public are selected, and then click Next.
11. In the Name box, type RPC.
12. In the Description box, type Smart 3D Name Generator RPC.
13. Click Finish.
14. Right-click the new RPC rule in the list, and then select Properties.
15. Select the Protocols and Ports tab.
16. In the Local port option, select RPC Dynamic Ports.
17. Click OK.
18. Restart your computer so that the changes can take effect.

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Windows Firewall Instructions for Microsoft SQL Server

1. Click Start > Control Panel > System and Security > Windows Firewall.
2. In the left panel section, select Advanced settings.
3. In the left panel section, select Inbound Rules.
4. In the right panel section under Actions, click New Rule.
5. Select Port, and then click Next.
6. Select TCP and Specific local ports.
7. Type 1433 in the Specific local ports box.
8. Click Next.
9. Select Allow the connection, and then click Next.
10. Verify that Domain, Private, and Public are selected, and then click Next.
11. In the Name box, type SQL Server Instance.
12. In the Description box, type Smart 3D Name Generator SQL Instance.
13. Click Finish.
14. In the right panel section under Actions, click New Rule.
15. Select Port, and then click Next.
16. Select UDP and Specific local ports.
17. Type 1434 in the Specific local ports box.
18. Click Next.
19. Select Allow the connection, and then click Next.
20. Verify that Domain, Private, and Public are selected, and then click Next.
21. In the Name box, type SQL Browser.
22. In the Description box, type Smart 3D Name Generator SQL Browser.
23. Click Finish.

Reference Data Setup

Prior to installing Smart 3D Reference Data on the database server, verify that the server
computer meets the required hardware and software requirements and that all prerequisite
software has been installed. For more information about hardware and software requirements,
see Smart 3D Database Server Recommendations (page 16). For more information about the
prerequisite software, see Loading Prerequisite Software on the Database Server (page 34).
Refer to Install Smart 3D Client Software (page 92) for setup instructions.
If you have an older version of Smart 3D software installed on your computer, uninstall it before
loading the new software. Refer to the section entitled Remove Smart 3D Software (page 207).

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Approximately 4.29 GB of hard disk space is required to load the Smart 3D Reference Data
software. Prior to installing Smart 3D Reference Data, select and size the hard disk partitions
accordingly. For additional information, see Disk Partitioning Guidelines (page 23).
You must share the SharedContent folder after installation is complete. For
more information, see Configure Network Shares (page 110).

Configure Network Shares

Before using Smart 3D, you must configure the following network shares. The paths to these
shares are needed while working in the software.

Database Templates Share

Creating a share for the database templates that are delivered during the
Reference Data setup is necessary only if you are planning to use Oracle databases.
Create a share on a computer to hold the database templates that you create for use with the
software. By default, the database templates are delivered as part of the Reference Data setup.
The user login used to create the Smart 3D databases and the account on which the Oracle
service (OracleService<SID>) is running require Write permissions to this share.
For Oracle, the userid under which the Oracle service runs must have Write
permission on both the share and the folder where the database templates are located. If the
Oracle service is running as the local SYSTEM account, you should add the NT
AUTHORITY/SYSTEM account to both.

SharedContent Share
Create a share for the SharedContent folder that is created during the Reference Data setup. All
users must be granted read permissions on the share; those users responsible for creating

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output and reference data must have write access. You will need to specify this location name
when you use the Database Wizard to create the Site and Catalog databases.
Additionally, if you installed Reference Data in the default folder (C:\Program Files
(x86)\Smart3D\3DRefData\), you must adjust access permissions as follows:
 Access the Properties page for the SharedContent folder and modify the share permissions
on the Sharing tab. At a minimum, permissions must allow read access for all users, and
write access to those users responsible for creating output.
 Access the Properties page for the SharedContent folder and modify the share permissions
on the Security tab to give users full control disk access for the SharedContent folder and
subfolders.
See Also
Name Generator Service Setup (page 100)
Reference Data Setup (page 109)

Move custom .dlls to SharedContent folder

You must save custom .dlls, including delivered .dlls that you have modified, in the [Reference
Data Folder]\SharedContent\Custom Symbols folder on a central reference data server.
Use the following workflow to copy your customized .dlls.
1. Recompile each project in a Version 2016 (11.0) client installation.
2. Copy the new .dlls to the [Reference Data Folder]\SharedContent\Custom Symbols folder.

 You can create hierarchy folders as needed under the Custom Symbols folder.
 If a custom .dll has a localizer .dll, both files must be located in the same folder.
 .dlls ending with "–Ref.dll" or "_Ref.dll" are treated as reference .dlls and are ignored.
Do not copy these .dlls from the client machine containing the Visual Basic source code.
3. In Project Management, run Tools > Update Custom Symbol Configuration.

 Whenever a symbol or naming rule class is accessed, the software searches for the .dll as
follows:
a. The software checks for the ProgID entry in the xml files. If an entry exists, then the
corresponding .dll is loaded, and an instance of the class is created.
b. If an entry does not exist, the software searches previously registered .dlls on the local
computer.
c. If any entry is not found for the ProgID in either .xml file, and the .dll is also not
registered on the local machine, the software returns an error. In this case, you should
copy the .dll to the [Reference Data Folder]\SharedContent\Custom Symbols folder and
run Update Custom Symbol Configuration in Project Management.
 If a ProgID entry exists in the .xml files, that .dll is used even though another or the same
copy of the .dll is registered on the local machine. The order of priority when creating an
instance of an object is: CustomSymbolConfig.xml, SystemSymbolConfig.xml, and then the
registry.

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 When you add a new custom .dll to the [Reference Data Folder]\SharedContent\Custom
Symbols folder or modify an existing custom .dll, you must re-run Update Custom Symbol
Configuration in Project Management.
 If a Visual Basic 6 component uses helper classes, and the helper classes are instantiated
by calling CreateObject, you must replace CreateObject. If the helper class is in the
same project, then replace it with new. If the helper class is in a different project, then
replace it with SP3DCreateObject. SP3DCreateObject tries to instantiate the object
using the information in .xml files. If the software does not find an entry in .xml files for the
given ProgID, then it calls CreateObject, and implements SP3DCreateObject in the
[Product Folder]\Core\Runtime\SP3DCoCreateInstance.dll. When SP3DCreateObject
needs to be used, [Product Folder]\Core\Runtime\SP3DCoCreateInstance.dll needs to be
referenced in the Visual Basic project. Example usage of SP3DCreateObject is shown
below:
Set oHelperObject = SP3DCreateObject(strHelperProgId)
 If the Visual Basic 6 symbol class has any public structures or types, they should be made
private. For example:
Public Type InputType
Name As String
Description As String
Properties As IMSDescriptionProperties
uomValue As Double
End Type
Should be changed to:
Private Type InputType
Name As String
Description As String
Properties As IMSDescriptionProperties
uomValue As Double
End Type
 Debugging and maintaining Visual Basic project references, reference .dlls, and binary
compatibility are beyond the scope of this document. Contact your Intergraph Support
representative if you have questions.

Programming Resources Setup

Before installing the Programming Resources component, verify that the Smart 3D software is
installed on the workstation computer. For specific installation guidelines, see Smart 3D
Workstation Recommendations (page 17).
Approximately 620 MB of hard disk space is required to perform a complete installation of the
Programming Resources component. Before proceeding, verify that enough disk space is
available on the workstation computer.
Refer to Install Smart 3D Client Software (page 92) for setup instructions.
The Microsoft Help Viewer is the latest integrated system in which to display help
documentation for Visual Studio 2013 and later. We recommend that you complete Visual
Studio configuration for the help display before installing Programming Resources. Refer to
Setting the Help display in Visual Studio below for instructions.

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The Programming Resources component provides developers with the tools necessary to
customize the software by creating custom commands or custom programs. Before attempting
to create commands or programs, you should be very familiar with Smart 3D interactively and
understand its basic concepts of Projects, engineering, architecture, concurrency, and
datastores, including the following:
 Microsoft Visual Basic (6.0 or later) at an advanced level, developing client and server
systems and interfaces, and using Automation (C++ is not a requirement). Although any
COM-compliant development platform can be used to interact with the software, Visual
Basic is the preferred language because of its simplicity.
 Unified Modeling Language® (UML)®. UML is a popular method used to represent object-
oriented data models. A brief overview of UML describes its relationship to the Smart 3D
data model.
 Basic understanding of Smart 3D functionality. If you want to develop a command that
performs placement of a vessel, you need to understand how to place the vessel
interactively by using the software.
 Architecture. Smart 3D software has an architecture that is component-oriented and built on
three tiers.
 Basic understanding of relational databases. Making the software task-oriented, Smart 3D
uses one datastore.
 Engineering and project knowledge.
The default installation of the Programming Resources component includes online
documentation, sample code, and installation wizards that add tools to Visual Basic menus to
help make commands. The following features are available with the Programming Resources
component:
 Command Wizard - Provides tools and methods for a new Visual Basic project and build a
basic command based on those selected requirements.
For more specific information about creating commands using the Smart
3D application programming interface (API), contact Intergraph Support
(https://hexagonppm.com/ppm-support).
 Symbol Wizard - Creates and customizes three-dimensional symbols that fit your company
or project. The wizard produces a Visual Basic project for building the symbol ports and
graphics, and generates an Excel workbook for bulk-loading the symbol data into the
Catalog database. Included with the Symbol Wizard, is a Visual Basic add-in called the
Equipment Symbol Upgrade Wizard. This wizard allows you to upgrade Smart 3D version
5.0 Equipment symbols to Smart Occurrence-based equipment symbols.
 References Helper - Locates and references type libraries quickly and easily. The ability to
reference a type library with this tool saves valuable time otherwise required when searching
via Project > References in your Visual Basic project.
 Programming Help - Installs the Programming Help online documentation on the local
computer.
 Example Code - Provides source code necessary for creating custom Visual Basic
commands for Smart 3D. Also includes source code for customizing Visual Basic reference
data rules and symbols. These rules are bulkloaded into the catalog.
 Debug Code for Task Host - Runs your Smart 3D Visual Basic project in debug mode.

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 .NET Programming - Installs .NET Microsoft Visual Studio integrated programming help
and examples.
In order to display the .NET documentation delivered with .NET Programming,
you must use the Visual Studio Help Library Manager to configure the Microsoft Help
Viewer.
 3D Schema Browser - Displays the metadata and the relationships in the software.

Setting the Help display in Visual Studio

The Microsoft Help Viewer implementation provides two options for displaying programming
documentation. The default setting is to display online documentation from a website. To display
local programming documentation installed on your computer, you must set the viewer for local
help. This allows you to use F1 and display installed Microsoft and Intergraph .NET
programming documentation.
1. Open Visual Studio.
2. Click Help > Manage Help Settings to open the Help Library Manager.
3. Select Choose online or local help.
4. Select I want to use local help.
5. Click OK.
6. Click Exit to close the Help Library Manager.
7. Close Visual Studio.
For more information about using the Microsoft Help Viewer, see InstallationMSHelpViewerdocs
delivered with the Smart 3D .NET Programmer’s Guide in [Product
Install]\Smart3D\CommonApp\SOM\Doc.
See Also
Install the SmartPlant 3D Command Wizard (page 114)
Install the SmartPlant 3D Symbol/Part Definition Wizard (page 115)

Install the SmartPlant 3D Command Wizard

The SmartPlant 3D Command Wizard is available only as a feature with the Programming
Resources component. For more information about Programming Resources, see Programming
Resources Setup (page 112).
To install the wizard, you must have administrator privileges on the client computer.
1. On a workstation computer, double-click SP3DCommandWizardV2.EXE in the [Product
Folder:\Smart3D\Programming\Tools\CommandWizard folder.
2. On the Welcome page, click Next.
3. On the Destination Folder page, click Next to install the SmartPlant 3D Command Wizard
in the default installation folder.
Click Browse to navigate to another installation location and then click OK.
4. On the Ready to Install the Application page, click Next.
5. After the wizard has successfully installed, click Finish.

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During installation, the software registers the Command Wizard on the client
computer. The wizard can be accessed from the Add-Ins menu in the Visual Basic application.
See Also
Programming Resources Setup (page 112)

Install the SmartPlant 3D Symbol/Part Definition Wizard

The SmartPlant 3D Symbol/Part Definition Wizard is available only as a feature with the
Programming Resources component. For more information about Programming Resources, see
Programming Resources Setup (page 112).
To install the wizard, you must have administrator privileges on the computer.
1. On a workstation computer, double-click setup.exe in the folder [Product
Folder:\Smart3D\Programming\Tools\SymbolWizard.
2. On the SmartPlant 3D Part Definition Wizard Setup page, click OK.
3. If the default installation folder is acceptable, click the installation button. Otherwise, click
Change Directory, browse to another installation folder, and click OK.

4. Click OK after the wizard has successfully installed.

 During installation, the software registers the wizard on the client computer. The wizard
can be accessed from the Add-Ins menu in the Visual Basic application.
 A Visual Basic add-in called the Equipment Symbol Upgrade Wizard is also delivered
during installation of the SmartPlant 3D Symbol/Part Definition Wizard. The Equipment
Symbol Upgrade Wizard allows you to upgrade Smart 3D version 5.0 Equipment
symbols to Smart Occurrence-based Equipment symbols. For more information about
registering and launching the Equipment Symbol Upgrade Wizard, see the SmartPlant
3D/SmartMarine 3D Programmer's Guide available from Help > Printable Guides in the
software.
See Also
Programming Resources Setup (page 112)

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Smart 3D Tribon Interface Setup

Installing the Intergraph Smart 3D Tribon Interface component allows you to import Tribon
Initial Design M3 structural data into Smart 3D in marine mode for planning and outfitting
purposes.
Intergraph Smart 3D Tribon Interface (SEBY812) is a separately-licensed product. Please
contact Intergraph Support for licensing information.
Refer to Install Smart 3D Client Software (page 92) for setup instructions.
If you have an older version of Smart 3D Tribon Interface installed on your
computer, uninstall it before loading the new version.

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Create Databases
Administrative privileges are required to create databases. Do not proceed unless you are an
administrator on the database server computer and in the database provider software.

Understanding the Databases

Smart 3D uses seven databases: Site, Site Schema, Catalog, Catalog Schema, Model, Reports,
and Reports Schema. These databases must be created before running Smart 3D.
The Site database and Site Schema database are containers for the other databases. The Site
database stores work-breakdown and user access for the model. A Site database can have
multiple Model and Catalog databases. Typically, there is one Site database set for each
location. For information about Site databases, see the Project Management Help
https://docs.hexagonppm.com/go/S3D13PrjMgmt.
The Catalog database contains reference data, which includes part dimensions and industry
standards. The Catalog database contains the non-graphical information derived from the
reference data (in the form of Excel workbooks) delivered with the software. You can modify the
delivered reference data by editing and bulk-loading Excel workbooks. You also can use your
own custom Excel workbooks and custom symbols, to create a new Catalog database
specifically for your project. For more information about customizing the delivered reference
data, refer to the Smart 3D Reference Data Help available from Help > Printable Guides.
You can create a starting Catalog database and schema using the database template file
delivered with the software. The catalogdb.dat, sm_shipcatalogdb.dat, and mhe_catalogdb.dat
files are a backup of a sample Catalog database and contains the definition of a sample catalog
of objects, including specific sizes of pipes, pipe specifications, steel section sizes, and so forth.
After the Catalog database is created, you can then bulkload your customized piping
specifications into the Catalog database as needed. For more information about creating the
required Catalog database for SQL, see Create the Site, Catalog, and Schema Databases for
SQL (page 120). If you are using Oracle, see Create the Site, Catalog, and Schema Databases
for Oracle (page 130).
The catalogdb.dat, sm_shipcatalogdb.dat, and mhe_catalogdb.dat template files
contain sample Smart 3D reference data and, while the templates contains many useful
examples, they are not certified for production use.
The Model database contains all instances of parts in the physical representation of the model.
The Catalog and Model databases share the same schema. A model is all three databases used
together: Catalog database, Catalog schema database, and Model database.
The Reports database and schema interact with the other five databases to generate tabular
reports from Smart 3D data. For information about reports, see the Reports Help and Drawings
and Reports Reference Data available from Help > Printable Guides.
The Catalog contains two hierarchies. The first is a Site database hierarchy made up of catalog
permission group folders and permission groups. To view the Site database hierarchy for the
Catalog, start the Project Management task. The second hierarchy is an object hierarchy made
up of equipment, piping, and so forth. To view the hierarchy and its contents, start the Catalog
task. For more information about the functionality in these tasks, refer to the Project

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Management Help and the Catalog Help files. These help files are delivered in C:\Program Files
(x86)\Smart3D\Documentation\Help on the workstation computer.
For creation date and size information on each database, in Microsoft SQL Server you can open
the SQL Server Enterprise Manager. This software also provides further technical details about
the relational tables in each database.
The following illustration shows the relationships of the databases:

(A) - Reports Database

(B) - Site Database
(C) - Model Database
(D) - Catalog Database
(E) - Site Schema
(F) - Catalog Schema
(G) - Reports Schema

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These databases are created on a central server using the Database Wizard on a workstation
computer on which the Project Management and Server Connectivity options are installed.

Using Linked Servers

If your Site/Catalog/Model database server is different from your Reports database server, you
can use linked servers for communication between the data sources. However, if linked servers
are not configured correctly, the login can fail when you run queries against the linked server.
For linked servers to work correctly, ensure that the following conditions exist:
 The database link is created on the Site/Catalog/Model database server, not the Reports
database server.
 The linked database server supports Windows Authentication or database user
authentication modes.
 The user is connected to SQL Server using the same database authentication mode
(Windows Authentication or database user authentication) on both database servers.
 Security account delegation is available on the client and the sending server.
For more information about setting up linked servers, see the Microsoft SQL Server
documentation and Linking Servers (page 127).

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See Also
Create the Site, Catalog, and Schema Databases for SQL (page 120)
Create the Site, Catalog, and Schema Databases for Oracle (page 130)
Assign Access Permissions for SQL (page 128)

Create the Site, Catalog, and Schema Databases for

SQL
This procedure is for users of Microsoft SQL Server. If you are using Oracle, skip ahead to
Create the Site, Catalog, and Schema Databases for Oracle (page 130).
Site and Catalog database creation requires that you have Project Management and
Server Connectivity components installed on the computer that you are using.
You must have the appropriate server components from Microsoft SQL Server installed on the
server computer in order to create the databases. The user login used to create the databases
must be part of the Administrators group on the local computer and the database server. Other
users do not need to be part of the Administrators group on the local computer in order to run
the product.
1. Click Start > All Apps > Intergraph Smart 3D > Database Wizard.
2. Select Create a new site, and then click Next.
3. From the Database type list, select MSSQL.

4. From the Site database server list, select the database server on which your Site database
will reside.
Only registered SQL Servers appear in the Site database server list. If your server
does not appear, follow the steps in Register the Microsoft SQL Server.

5. Enter the name of your Site database in the Site database name text box. Include the type
of database in the name that you type. For example, type MySiteDB, My_SDB, or
ProjectXYZ_SDB, where SDB stands for Site Database. Using the database type in the

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name makes identifying the Site database in SQL Server Management Studio easier. You
must name the databases with unique names.
When you name the Site database, the Site schema server and Site schema
name boxes default to match the Site database server and name.

6. Enter the workshare location for the Site database in the Site database workshare
location text box. You can use any string that represents your physical location.
This location is the location of the host Site database and is required even if the
host is not going to be replicated for worksharing purposes. During generation of the Site
database, the software creates a location object and associates it with the Site database.

7. Enter a name rule ID in the Name rule ID text box. By default, the software leaves this field
blank. You can enter any string identifier, numeric or alpha.
The Name Generator Service that runs on the server computer you specify in the
Name generator server for site box (step 8) supplies unique names to items placed in the
Model database. In a replicated configuration, there are multiple servers and multiple
instances of the Name Generator Service running at each location; consequently, there is
no way to ensure unique and sequential naming of placed objects. The value entered in the

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Name rule ID text box functions as a substring (an internal ID number) that represents the
location at which an item is placed into the replicated model.

8. Enter the name of the server computer on which the Name Generator Service is configured
in the Name generator server for site box.
A name server must be a valid computer running on the Windows domain and
one that has been properly configured to run as a name server. If you do not have a name
generator server set up, see Name Generator Service Setup (page 100).

9. You cannot change the default locations for the site database files in the Physical database
and Log file boxes.

10. Click Browse to the right of the Template file to be used to create site schema text
box.
The Browse for file on server: database_server_name dialog box appears.
11. If you installed the Reference Data on your database server, browse to the Plant, Marine, or
MaterialHandling folder in the [Installation folder for Smart 3D Reference
Data]\DatabaseTemplates file path.
If you did not install the Smart 3D Reference Data on your database
server, you must copy the files in the Plant, Marine, or MaterialHandling folder in the
[Installation folder for Smart 3D Reference Data]\DatabaseTemplates file path on the
reference data computer to a folder on a local drive on the database server computer.

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12. Select the apprepos.dat file, which is used by the software when creating your Site schema
database.
13. Click Next.
The Catalog Database and Schema page displays.
14. Select whether you want to use an existing catalog or restore a catalog from backup.
 The Use existing catalog created in Project Management or Bulkload option to use
an existing Catalog that is already available. If you intend to create a custom catalog,
select this option and use the Bulkload utility delivered with the product. If you have
used previous versions of Smart 3D, more than likely this is the option that you want. If
you select this option, skip to step 20.
 The Restore catalog from backup option restores a catalog from a Microsoft SQL
Server backup file. If you choose to create a new Catalog database for the site using
this option, the wizard will restore the .dat file specified in the Template file to be used
to create the Catalog database and schema box. Default Catalog database .dat files
are delivered in the Plant, Marine, or MaterialHandling folder in the [Installation folder for
Smart 3D Reference Data]\DatabaseTemplates file path with the Reference Database
installation.
The catalogdb.dat, sm_shipcatalogdb.dat, and mhe_catalogdb.dat template
files contain sample Smart 3D reference data and, while the templates contain many useful
examples, they are not certified for production use.
15. Select the name of the database server in the Catalog database server list on which your
Catalog database will reside.
Again, only registered Microsoft SQL Servers appear in the Site database server
list. If your server does not appear, follow the steps in Register the Microsoft SQL Server.
16. Enter the name of your catalog database in the Catalog database name box. This step also
automatically populates the name of your Catalog schema database in the Catalog schema
name text box. Include the type of database in the name that you type. For example, type
MyCatalogDB, My_CDB, or ProjectXYZ_CDB, where CDB stands for Catalog Database.
Using the database type in the name makes identifying the Catalog database in SQL Server
Management Studio easier.
17. Select the ellipsis button to the right of the Symbol and custom program file folder box,
and browse for and select the SharedContent share on the Smart 3D reference data
computer. If you did not create this share already, see Configure Network Shares (page
110).
The path in the Symbol and custom program file folder box must be a UNC
path (\\server_name\share_name). To obtain a UNC path, click the ellipsis button and
browse under Network, not under Computer.
18. Select the ellipsis button to the right of the Template file to be used to create catalog
database and schema text box and browse for the name of the catalog template file that
you want the software to use when creating your Catalog and schema databases. If you
installed Reference Data on your database server, browse to the Plant, Marine, or
MaterialHandling folder in the [Installation folder for Smart 3D Reference
Data]\DatabaseTemplates file path.
If you did not install the Reference Data on your database server, you must copy the files in
C:\Program Files (x86)\Smart3D\3DRefData\DatabaseTemplates on the reference data
computer to a folder on a local drive on the database server computer.

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19. You cannot change the default locations for the catalog database files in the Physical
database and Log file boxes.
20. Click Next.
21. On the Ready to Load Databases page, click Next to create your databases.
22. When the Database Wizard displays the database names that you entered, click Finish.

Add Principle Particular Properties for Marine Models

The Structural Manufacturing Principle Particular properties are included in the Ship Catalog
Data reference data in the [Product
Folder]\ShipCatalogData\BulkLoad\DataFiles\ProjectDBFiles\ShipClassCustomAttrs.xls
workbook on the CustomInterfaces sheet. To add the Principle Particular properties to the model
database, you have to bulkload the workbook into the site database and modify the property
values.
The Principle Particular custom classes include:
 Length Overall
 Length Between Perpendiculars
 Breadth
 Depth Molded
 Design Draft Molded
 Starting Point of Rise of Floor
 Rise of Floor
 Radius of Bilge Circle
 Start Point of Parallel Part
 End Point of Parallel Part
 Mid Ship or Position at Maximum Breadth
 X Position of AP
 X Position of FP
 Ship Type
The Mid Ship or Position at Maximum Breath property is important because it is
used to drive the molded forms conventions for plates and profiles. For example, the primary
profile orientation for a deck may be: Forward for profiles fore of the Mid Ship Position and Aft
for profile aft of the Mid Ship Position. This definition will not work if the Mid Ship or Position at
Maximum Breadth property is not defined.

Bulkload the Marine Project Management Custom Attributes

The custom classes are bulkloaded into the Marine site database. The custom classes are
inherited by the model databases associated with the site. The values of the custom classes are
assigned to each model in the Project Management task.
1. Open Start > All Apps > Intergraph Smart 3D > Bulkload Reference Data.

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The Bulkload window appears.

2. Under Excel files, click Add and browse to add [Product
Directory]\ShipCatalogData\BulkLoad\DataFiles\ProjectDBFiles\ShipClassCustomAttrs.xls.
3. Under Bulkload mode, select Append to existing catalog.
4. In the Catalog information box, specify MSSQL as the Database Type, then select the
appropriate Site database information.
The custom classes are loaded into the site database, so select the
Marine site database and site schema database. DO NOT select the catalog database and
catalog schema.
5. In the Schema information box, select the appropriate Site schema database information.
6. Specify a log file or browse to locate the log file using the ellipsis button.
7. Specify a Symbol and custom program file location or browse to locate the file using the
ellipsis button.
8. Click Load to bulk load the Structural Manufacturing custom classes into the site.
9. Click Close when you have finished.

Add the Principle Particular Properties to the Ship Model

1. From the Start menu, select Programs > Intergraph Smart 3D > Project Management.
The Project Management task appears.
2. Select a ship model database in the Project Management tree view.
3. Click Edit > Properties. You can also edit ship properties by clicking Properties , or by
right-clicking on a ship icon and selecting Properties on the shortcut menu.
4. Enter values for the Principle Particular custom classes.
 Length OverAll – Overall length of the hull (along the x-axis).
 Length Between Perpendiculars – Length (along the x-axis) between the Aft
Perpendicular (AP) and the Forward Perpendicular (FP).
 Breadth – Total width of the hull (along the y-axis).
 Depth Molded – Depth (along the z-axis) from the molded baseline to the upper deck
level (freeboard); measured at midship.
 Design Draught Molded – Height (along the z-axis) from the baseline to the design
waterline. The design waterline is based on the operational load of the ship.
 Starting Point of Rise of Floor – Distance (along the y-axis) from the centerline to the
start of the Floor Rise at midship.
 Rise of Floor – Distance (along the z-axis) from the baseline to the floor at the
beginning of the bilge radius.
 Radius of Bilge Circle – Radius of the bilge.
 Start Point of Parallel Part – Distance (along the x-axis) from the Aft Perpendicular to
the start of the parallel midbody.
 End Point of Parallel Part – Distance (along the x-axis) from the Aft Perpendicular to
the end of the parallel midbody.

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 Midship or position at Maximum Breadth – Midship frame along the x-axis for a ship
with a parallel midbody, or the midship frame along the x-axis where maximum breadth
occurs for a ship without a parallel midbody.
 X Position of AP – Position of the Aft Perpendicular frame along the x-axis at the
transom above the waterline.
 X position of FP – Position of the Forward Perpendicular frame along the x-axis at the
bow above the waterline.
 Ship Type – Any text string for ship type, such as FPSO or LNG.

Create the Model and Reports Databases for SQL

Model and Reports database creation requires that the Project Management and Server
Connectivity options be installed on the computer that you are using.
The name generator service must be running on the Windows domain computer
before you can create a model database. For more information about installing and configuring
the Name Generator service, see the Name Generator Service Setup (page 100).

 You must have administrator privileges on the site database to create a new model.
 The computer on which you create the new model must have Project Management and
Server Connectivity options installed.
1. Open Project Management.
If Project Management does not point to the appropriate database, errors result
when you open that database. To correct this problem, close Project Management, and use
Modify Database and Schema Location to change the site database that the task is viewing.
For more information about this utility, see the Smart 3D Installation Help.

2. Select the Models root in the Project Management tree.

3. Click Database > New > Model to open the New Model Dialog.
4. On the General tab, type a name for the new model. Optionally, type values for
Description, Site, and Owner.
5. Select the type of model to create: Plant, Marine, Platform, or Material Handling.
6. On the first row of the Databases tab, select Catalog as Type, and define the following
values:
a. Server - Select the server on which the catalog database resides.

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b. Name - Select an existing catalog database.

7. On the second row, select Model as Type and select a Server.
The software automatically populates the Name field.
8. On the third row, select Reports as Type and select a Server.
The software automatically populates the Name field.
9. In the Name generator server for model box, type the name of the server on which the
name generator service is installed.
10. In the Physical database and Log file boxes, specify the path for the location of the model
database files and log files. You can use the default SQL location.
11. Click OK to create the new model.
When processing completes, the software adds icon for the new model in the Project
Management tree. As with the new catalog database, the software creates a default
permission group folder and default permission group. An icon for the Interference Detection
Service ( ) also displays in the tree view.

 Although the reports and reports schema databases are created automatically during the
model generation process, they do not appear in the tree view of the model hierarchy.
Reports database information can only be accessed via the Database tab of the Model
Properties Dialog.
To view and change descriptive information about the model, including giving it a different name
or modifying access permissions, use the Properties Command .

Linking Servers
The Linked Servers option in Microsoft SQL Server Management Studio allows you to connect
to another instance of SQL Server running on a different server.
If you have two or more database servers (target database servers) then you need to link them
to the source database server. This allows Copy by Family in the Molded Forms task to support
retrieving or copying data from different servers.

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Add User Account on Target Database Server

1. Expand the listing under target database server in Object Explorer.
2. Expand the listing under Security.
3. Right-click Logins, and select New Login from the shortcut menu.
4. On the Login - New dialog box, enter the user account in the Login name text box.
5. Select SQL Server authentication, and create a password.
6. Select Server Roles under the Select a page heading to display the Server Roles list.
7. In the Server Roles list, select the sysadmin check box.
8. Click Ok.
The new user account created is displayed under Security > Logins of the target database
server.

Link Target Database Server to Source Database Server

1. Connect to the target database server using the new user account you created. Change the
password when prompted.
2. Expand the listing under for your source database server in Object Explorer.
3. Expand the listing under Server Objects.
4. Right-click Linked Servers, and select New Linked Server from the shortcut menu.
5. On the New Linked Server dialog box, enter the target database server name in the Linked
Server text box.
6. Select SQL Server under Server Type.
7. Select Security under the Select a page heading to display security options.
8. Under For a login not defined in the list above, connections will:, select Be made using
this security context:, and enter the new user account information you created.
9. Click Ok.
The target database server added is displayed under Server Objects > Linked Servers of
the source database server.

Test Connection
Right-click the target database server that you linked to the source database server, and
select Test Connection from the shortcut menu.
"The test connection to the linked server succeeded." dialog box is displayed.

Assign Access Permissions for SQL

Perform the following steps on the database server computer.

1. Open Microsoft SQL Server Management Studio and expand your database server in
the left tree view.
2. Expand the list under Security in the left tree view.

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3. In the left pane, right-click Logins.

4. Select New Login from the shortcut menu.
5. On the Login - New dialog box, type the user account you want to be assigned
administrative privileges in the Login name text box. For example, type AdminUser1.
6. Select Server Roles under the Select a page heading to display the Server Roles list.
7. In the Server Roles list, for an administrator user select the sysadmin and public check
boxes. For a standard user, select the public role only.
By default, users with sysadmin privileges have administrator rights to all
databases.
8. Click OK.
9. To assign permissions for a user or a group of users, follow steps 10 to 14.
10. Select User Mapping under the Select a page heading to display the Users mapped to
this Login list.
11. Select the Map check box for one of the seven databases containing a Smart 3D project.
12. For an administrator user, select db_owner and public as the database roles on the
Database role membership for list.
-OR-
For a standard user, select public, db_datareader, and db_datawriter as the database
roles on the Database role membership for list.
13. For a standard user, right-click on the database name and select Properties.
a. Select the user login and on the Permissions, select the Explicit tab and grant
Execute.
b. Select the Effective tab and check that the standard user has the permission:
CONNECT, DELETE, EXECUTE, INSERT, SELECT, UPDATE permissions.
The six permissions above are required. A user might have additional
permissions but they are not required for a Smart 3D standard user.
14. Click OK.
15. Repeat the procedure for each of the remaining six databases.

Assign Server Permissions for SQL

The View server state permission allows users to query the databases for locks created by
other users, such as when you try to open a drawing already opened by another user. Perform
the following steps on the database server.
1. Open Microsoft SQL Server Management Studio.

2. In the Object Explorer, right-click your database server and click Properties.
The Server Properties dialog box displays.
3. In the left Select a page tree view, select Permissions.
4. Under Logins or roles, select the required user or group of users.

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5. On the Explicit tab of Permissions, select Grant for the View server state permission.
The icon displays to the right of the selected user or group of users in the Logins or
roles grid.
6. Repeat steps 3 through 5 as required.
7. Click OK.

Create the Site, Catalog, and Schema Databases for

Oracle
This procedure is for Oracle databases. Site and Catalog database creation requires that you
install the Project Management and Server Connectivity components. You must have the
appropriate server components from Oracle server software installed on the server computer in
order to create the databases.
The dump files used to create the Site and Catalog database are delivered on the
server computer to [Product Folder]\3DRefData\DatabaseTemplates. This location must be
shared and write permissions given to both the user login used to create the Smart 3D
databases and the account on which the Oracle service (OracleService<SID>) is running. For
example, NT AUTHORITY\SYSTEM. Before proceeding, verify that the share (with the
appropriate permissions) exists on the server computer.
1. Click Start > All Programs > Intergraph Smart 3D > Database Tools > Database Wizard
(Windows 7).
-OR-
Click Start > All Apps > Intergraph Smart 3D > Database Wizard (Windows 10).
2. Select Create a new site, and then click Next.
3. On the Create Site Database and Schema page, select Oracle from the Database type
list.
4. In the Oracle service list, select the name of the Oracle net service for the site database
connection.
5. Enter the name of your Site database in the Site database name text box.

 To better differentiate between one database and another, include the type of database
in the name you type. For example, type Model1SiteDB.
 Do not use a name which starts with a digit as its first character. For example, if you
enter a name such as 1ModelSiteDB, Oracle will not create the database.
 When you name the Site database, the Oracle service (for the Site schema) and Site
schema name default to match the Oracle service for the Site database and the Site
database name.
6. Enter the workshare location for the Site database in the Site database workshare
location text box. You can use any string that represents your physical location.
This location is the location of the host Site database and is required even if the
host is not going to be replicated for worksharing purposes. During generation of the Site
database, the software creates a location object and associates it with the Site database.

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7. Enter a name rule ID in the Name rule ID text box. By default, the software leaves this field
blank. You can enter any string identifier, numeric or alpha; however, special characters are
not supported.
The Name Generator Service that runs on the server computer supplies unique
names to items placed in the Plant (Model database). In a replicated configuration, there are
multiple servers and multiple instances of the Name Generator Service running at each
location; consequently, there is no way to ensure unique and sequential naming of placed
objects. The value entered in the Name rule ID text box functions as a substring (an internal
ID number) that represents the location at which an item is placed into the replicated Plant.
8. In the Name generator server for site box, type the name of the server computer on which
the Name Generator Service is installed.
A name server must be a valid server running on the Windows domain and one
that has been properly configured to run as a name server.
9. Use the default paths for the site database files in the Data tablespace file name and
Index tablespace file name boxes.

10. Click Browse to the right of the Template file to be used to create site schema text
box to browse for the name of the dump file (apprepos.dmp) the software uses when
creating your Site schema database. The location of the file is on the reference data
computer at \\[Server
Name]\DatabaseTemplates\[Plant\Marine\MaterialHandling]\apprepos.dmp.
11. Click Next.
12. On the Catalog Database and Schema page, select the name of the Oracle net service for
the Catalog database connection in the Oracle service list.

 The option control at the top of the page allows you either to create a new Catalog
database by restoring a backup or use an existing Catalog database. If you choose to
create a new Catalog database using the Restore option, the wizard will restore the
.dmp file specified in the Template file to be used to create the Catalog database
and schema field. Depending on your model, the selections are catalogdb.dmp,
sm_shipcatalogdb.dmp, or mhe_catalog.dmp. The default is to Restore catalog from
backup. If you select Use existing catalog, then no further options are available.
 If you intend to create a custom catalog, you must select the Use existing catalog
option and use the Bulkload utility delivered with the product.
The catalogdb.dmp, sm_shipcatalog.dmp, and mhe_catalogdb.dmp
template files contain sample Smart 3D reference data and, while the templates contain
many useful examples, they are not certified for production use by Hexagon PPM.
13. Enter the name of your catalog database in the Catalog database name box. This step also
automatically populates the name of the Catalog schema database in the Catalog schema
name text box.
14. Use the default paths for the catalog database files in the Data tablespace file name and
Index tablespace file name boxes.
15. Click Browse to the right of the Symbol and custom program file folder box to browse for
and select the SharedContent share on the Reference Data computer.

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 The SharedContent share must be created after installing Reference Data. For more
information, see Configure Network Shares (page 110).
 The path in the Symbol and custom program file folder box must be a UNC path. To
obtain a UNC path, click Browse and browse under Network, not under Computer.
16. Click Browse to the right of the Template file to be used to create catalog database and
schema text box to browse for the name of the dump file (catalogdb.dmp,
sm_shipcatalogdb.dmp, or mhe_catalog.dmp) you want the software to use when creating
your Catalog and schema databases. The location of the file is on the reference data
computer at \\[Server Name]\DatabaseTemplates.
The catalogdb.dmp, sm_shipcatalog.dmp, and mhe_catalogdb.dmp
template files contain sample Smart 3D reference data and, while the templates contain
many useful examples, they are not certified for production use.
17. Click Next.
18. On the Ready to Create Databases page, click Next to create your databases.
19. When the Database Wizard displays the database names that you entered, click Finish.

 The software delivers two log files - one for the Site database generation process and one
for the Catalog database restore process - on the server computer at the local user
%temp% folder.
 You must name the databases with unique entries.
 During the Site database creation process for an Oracle plant, the software attempts to
connect to the Site database to create the user interface prior to generating the views,
resulting in a "table or view does not exist" error being reported in the various log files. Since
views are generated after the user interface is created, these errors cannot be avoided.
Additionally, these errors do not have any negative impact on using the software and can be
disregarded when reviewing the log files.
 We recommend that you increase and/or redefine initial tablespace values based on the
expected scope of your project(s). For more information, see your Oracle documentation.
See Also
Create Databases (page 117)

Create the Model and Reports Databases for Oracle

Model and Reports database creation requires that the Project Management and Server
Connectivity options be installed.
The name generator service must be running on the Windows domain computer
before you can create a model database. For more information about installing and configuring
the Name Generator service, see the Name Generator Service Setup (page 100).
1. Open Project Management.
If Project Management does not point to the appropriate database, errors result
when you open that database. To correct this problem, close Project Management, and use

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Modify Database and Schema Location to change the site database that the task is viewing.
For more information about this utility, see the Smart 3D Installation Help.

2. Select the Models root in the Project Management tree.

3. Click Database > New > Model to open the New Model Dialog.
4. On the General tab, type a value for Name. Optionally, type values for Description, Site,
and Owner.
5. Select the type of model to create: Plant, Marine, Platform, or Material Handling.
6. On the first row of the Databases tab, select Catalog as Type, and define the following
values:
a. Service - Select the Oracle net service for the catalog database.
b. Name - Select an existing catalog database.
7. On the second row, select Model as Type and select a Server.
The software automatically populates the Name field.
8. On the third row, select Reports as Type and select a Server.
The software automatically populates the Name field.
9. In the Name generator server for model box, type the name of the server on which the
name generator service is installed.
10. In the Physical database and Index table space path boxes, specify the path for the
location of the model database files and model index table space.
11. Click OK to create the new Oracle model.
When processing completes, the software displays an icon for the new model in the Project
Management tree. As with the new catalog database, the software creates a default
permission group folder and default permission group. An icon for the Interference Detection

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Service ( ) also displays in the tree view.

 After you create a new Oracle model, you must run the Oracle Role Creation Utility to create
the necessary schemas, users, and roles that are used to run the software. For more
information, see Create Oracle roles.
 To view and change descriptive information about the model, including giving it a different
name or modifying access permissions, use the Properties command.
Although the reports and reports schema databases are created automatically during the model
generation process, they do not appear in the tree view of the model hierarchy. Reports
database information can only be accessed via the Databases tab of the Model Properties
Dialog.
We recommend that you increase and/or redefine initial tablespace values
based on the expected scope of your projects. For more information, see your Oracle
documentation.

Minimum Reference Data

When you create a new catalog, you must bulk load a minimum amount of reference data in
order for the software to function properly. You must bulk load the workbook(s) for the
disciplines that you want to work with and any other workbooks with related data such as
codelists, naming rules, and so forth.
For example, if you want to create a catalog for piping and equipment only, bulk load
AllCodelists.xls, AllCommon.xls, Equipment.xls, EquipmentComponent.xls,
GenericNamingRules.xls, InsulationData.xls, Shapes.xls (for designed equipment),
Ten_Specs_SpecificationData.xls, and Ten_Specs_CatalogData.xls.
When using the Bulkload utility to create a new catalog, you must use the
apprepos.dat (for MSSQL) or apprepos.dmp (for Oracle) template file to create the Catalog
Schema. This file is located in [Product Folder]\DatabaseTemplates folder on the computer
where the reference data was installed.
You can also run the Bulkload utility from the command line. For more information,
see Bulkload from the Command Line in the Reference Data Guide, available from the Help >
Printable Guides command.

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Discipline Required Workbooks in Catalog

Cable  AllCodelists.xls
 Cabling.xls
 GenericNamingRules.xls

Cable Tray  AllCodelists.xls

 AllCommon.xls
 CableTray.xls
 GenericNamingRules.xls

Cableway  AllCodelists.xls
 AllCommon.xls
 CableWay.xls
 GenericNamingRules.xls

Conduit  AllCodelists.xls
 Conduit.xls
 GenericNamingRules.xls
 MatingPort Sheet
 GenericDataPipingFemale Sheet
 PlainPipingGenericData Sheet

Drawings and  AllCodelists.xls

Reports
 Drawings.xls for volume drawings
 BulkLoadIsoKeys.xls for isometric drawings or spooling
 Reports.xls for report templates

Electrical  AllCodeLists.xls
 Ductbank.xls

Equipment and  AllCodelists.xls

Furnishings
 AllCommon.xls
 Equipment.xls
 EquipmentComponent.xls
 GenericNamingRules.xls
 InsulationData.xls
 Shapes.xls for designed equipment
 Standard Nozzle Data.xls for designed equipment
 Ten_Specs_CatalogData.xls

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Discipline Required Workbooks in Catalog

Grids  AllCodelists.xls
 GridsCodelist.xls
 GenericNamingRules.xls

Hangers and  AllCodelists.xls

Supports
 HS_System_Codelists.xls
 AllCommon.xls
 GenericNamingRules.xls
 HS_System.xls
Apart from these workbooks, you must load the parts and
assembly workbooks that you intend to use.

HVAC  AllCodelists.xls
 AllCommon.xls
 GenericNamingRules.xls
 HVAC.xls
 InsulationData.xls
 Carnes HVAC Catalog.xls for Carnes HVAC parts
 Lindab HVAC Catalog.xls for Lindab HVAC parts
 Spiral HVAC Catalog.xls for Spiral HVAC parts

Interference  AllCodelists.xls
Checking  GenericNamingRules.xls
 IFCRule.xls

Piping  AllCodelists.xls
 AllCommon.xls
 GenericNamingRules.xls
 InsulationData.xls
 Ten_Specs_SpecificationData.xls
 Ten_Specs_CatalogData.xls

 Piping instruments require Instrument Data.xls and On-the-fly

Instruments.xls
 Piping specialties require Piping Specialty Data.xls and On-the-fly
Piping Specialties.xls
 A larger set of piping specifications and data are in Piping
Specification.xls and Piping Catalog.xls.

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Discipline Required Workbooks in Catalog

 Metric piping specifications are in Piping.xls.

Space  AllCodelists.xls
Management
 GenericNamingRules.xls
 Shapes.xls for volumes
 SpaceMgmt.xls

Structural Analysis  AllCodelists.xls

 GenericNamingRules.xls

Structure  AllCodelists.xls
 StructCustomCodelists.xls
 AllCommon.xls
 AllStructCommon.xls
 GenericNamingRules.xls
 SimpleDoor.xls
 StructAssemblyConnections.xls
 StructCrossSections_AISC_LRFD_3.1.xls
 StructCrossSections-MISC_SHAPES-1.0.xls
 StructEquipFoundations.xls
 StructFootings.xls
 StructFrameconnections.xls
 StructHandrails.xls
 StructInsulationSpec.xls
 StructLadders.xls
 StructMemberFireproofing.xls
 StructOpeningsMetric.xls
 StructPlateDimensions.xls
 StructSlabAssemblyConnections.xls
 StructSlabGeneral.xls
 StructSlabLayer.xls
 StructSplitConnections.xls
 StructStairs.xls
 StructWallAssemblyConnections.xls
 StructWallCrossSection.xls
 StructWallGeneral.xls

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Discipline Required Workbooks in Catalog

 StructWallLayer.xls
 StructWallOperators.xls

Systems and  AllCodelists.xls

Specifications  GenericNamingRules.xls

 The Copy to Catalog or Paste from Catalog commands require ModuleTypes.xls.

 Control points require GenericNamingRules.xls.
 Nozzles for piping, conduit, cable, and cable tray require Standard Nozzle Data.xls.
 MatingPorts, PipingGenericDataFemale, and PlainPipingGenericData worksheets are
required when placing the conduit fittings. These sheets are located in the
Ten_Specs_SpecificationData.xls and Ten_Specs_CatalogData.xls.

Marine Workbooks
The marine-specific Excel workbooks are located in the [Product
Folder]\ShipCatalogData\BulkLoad\DataFiles folder.
Smart 3D provides a list of the workbooks and codelists loaded by default into the Marine
catalog template in the following .lst files:
[Product Folder]\ShipCatalogData\Bulkload\DataFiles
 AMDBulkloadFiles_Level3.lst
 SM_AMDBulkloadFiles_Level3.lst
 SM_AMDBulkloadFiles_Level3_ML.lst
 SM_BulkloadFiles_Level3.lst
 SM_BulkloadFiles_Level3_MHE.lst
 SM_BulkloadFiles_Level3_MHE_ML.lst
 SM_BulkloadFiles_Level3_ML.lst
 SM_BulkloadFiles_Level4.lst
 SM_CodelistFiles_Level3.lst
 SM_CodelistFiles_Level3_ML.lst
 SM_CodelistFiles_Level4.lst

File or Folder Name Description

Add_Marine (folder) Provides information on hangers and supports, labels,

reports, and the default stiffener offset method.

AMD_Marine (folder) Provides information on connections and naming rules.

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File or Folder Name Description

ProjectDBFiles (folder) Provides custom attributes data for marine permission

groups.

AllShipCodeLists.xls Defines marine-specific codelists in the software.

GCMacroDefs.xls Provides geometric construction components, plate

systems, openings, and nodal connections.

GCStandardOpenings.xls Provides macro openings with predefined standard

parameters. You can edit these parameters to fit your
needs.

GCTemplateDefs.xls Defines templates to generate geometric data for advanced

plate systems, seams/profiles by 3D, and advanced
openings.

MarineCustomCodeList.xls Provides error messages related to built-up members.

PlateFlangeGba.xls Provides first-generation bracket flanges. This workbook is

deprecated.

SM_BracketEdgeContours.xls Provides first-generation brackets. This workbook is

deprecated.

SM_BracketFlangeContours.xls Provides definitions for bracket flanges.

SM_BracketFlangeEdge.xls Provides third-generation bracket flanges. This workbook is

deprecated.

SM_BracketPlateSystems.xls Provides definitions for brackets.

SM_BracketReinforcementRules Identifies customizable rules that determine when a bracket

.xls is reinforced with a stiffener, and the stiffener cross section
to use.

SM_CopyByFamilyRules.xls Identifies the rules which determine the value of the physical
connection attributes to be propagated to the target based
on the family. Examples of physical connection attributes
are RefSideSecondBevelMethod and
RefSideSecondBevelDepth.

SM_PlateFlangeContours.xls Provides second-generation bracket flanges. This workbook

is deprecated.

SM_PlateKnuckleRules.xls Identifies customizable rules to determine whether a plate

should be split or bent at a knuckle.

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File or Folder Name Description

SM_ProfileKnuckleRules.xls Defines rules for profile knuckles used in marine structure.

SM_ShipCheckMfctyRules.xls Defines rules for the check manufacturability process.

SM_SquareEdgeTrimRules.xls Defines the rule for controlling square edge trim, which is
mostly used for parts generated for materials handling.

SM_SRDHierarchy.xls Defines the catalog hierarchy for structural detailing.

SM_SRDNamingRules.xls Defines naming rules for structural detailing.

SM_StructCommon.xls Defines common data for marine structure.

For materials, you should bulk load
AllCommon.xls, located in [Product
Folder]\ShipCatalogData\Bulkload\DataFiles.

SM_StructPalettePath.xls Defines the .xml files that determine the hierarchy of catalog
browsers related to openings, brackets, APS plates, and
SeamOrProfile members.

SM_StructXsections.xls Defines cross sections for marine/ship structure.

SM_TOffsetRules.xls Defines tripping offset rules for marine/ship structure.

StructCanRules-Metric.xls Defines customizable rules for increasing the diameter of a

tubular structure where multiple members meet.

StructDesignedMember- Defines member sections creating by welding plates

BuiltUpCrossSections-Metric- together.
1.0.xls

In addition, some of the marine tasks deliver reference data in their Data folders (for example,
[Product Folder]\ShipCatalogData\BulkLoad\DataFiles\Compartmentation). The following table
lists these files and a brief description of them.

Task File Name Description

Common SM3DBatchCodelists.xls Defines common codelists.

Compartmentation CompartGenericServices Defines compartmentation custom

CompartLabels attributes, codelists, and parts.
CompartmentCodeLists.xls
Compartments.xls
CompartReports.xls
InterferenceZoneCodeLists.xls
InterferenceZones.xls
RegionCodeLists.xls
Regions.xls

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Task File Name Description

Hole Management AllHoleMgtCodelists.xls Defines hole management codelists,
HoleMgmtRules.xls rules for clearance and fitting
HoleMgtEquipment.xls selection, hole-related equipment,
HoleMgtHoleTraces.xls and hole trace parts.

Molded Forms stiffener import-export format.xls Defines molded forms rules for
stiffeners.

Planning AllPlanningCodeLists.xls Defines planning codelists, custom

CommonPartCodeLists.xls attributes, rules, and parts.
CommonPartRules.xls
PlanningEquipment.xls
PlanningNamingRules.xls
PlanningReports.xls
PlanningServiceTables.xls
PlanningWorkcenters.xls
SM_PlanningRules.xls

Drawings and AllShipDrawingsCodelists.xls Defines codelists, symbol files,

Reports (marine) ShipDrawings.xls naming rules, and report templates.
ShipDwgReports.xls

Structure CornerTrimAttribute.xls Defines structure codelists,

CornerTrimCodelist.xls attributes, and various parts.
ReferenceCurveCodelist.xls
SM_SplitConnections.xls

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Task File Name Description

Structural Detailing AutomaticFeaturePlacement.xls Defines structural detailing codelists,
CornerFeatureRules.xls rules, and various parts.
FT_AllShipCodeLists.xls
FT_AllShipCodeListsStructDetails.xls
FT_ProfileCustomClasses.xls
FT_SRDAssyConnection.xls
FT_SRDConstDetailsClips_Style1.xls
FT_SRDConstDetailsClips_Style2.xls
FT_SRDConstDetailsEndCuts.xls
FT_SRDConstDetailsSlots_Style1.xls
FT_SRDConstDetailsSlots_Style2.xls
FT_SRDCornerFeature.xls
FT_SRDEdgeFeature_Style1.xls
FT_SRDEdgeFeature_Style2.xls
FT_SRDFreeEdgeTreatment.xls
FT_SRDFreeEndCuts.xls
FT_SRDFreeEndCuts_MHE.xls
FT_SRDPlateChamferStyle1.xls
FT_SRDPlateChamferStyle2.xls
FT_SRDWelds.xls
SM_AllShipCodeListsStructDetails.xls
SM_BracketUnification.xls
SM_Mbr_SRDAssemblyConnections.xls
SM_Mbr_SRDAssemblyConnections_ML.xls
SM_Mbr_SRDConstDetailsEndCuts.xls
SM_Mbr_SRDConstDetailsEndCuts_ML.xls
SM_SRDAssyConnection.xls
SM_SRDBracket.xls
SM_SRDConstDetailsClips.xls
SM_SRDConstDetailsEndCuts.xls
SM_SRDConstDetailsSlots.xls
SM_SRDCornerFeature.xls
SM_SRDEdgeFeature.xls
SM_SRDFreeEdgeTreatment.xls
SM_SRDFreeEndCuts.xls
SM_SRDFreeEndCuts_MHE.xls
SM_SRDPlateChamfer.xls
SM_SRDWelds.xls
SM_StructDetailRules.xls
SRDBoardMgtRules.xls
SRDGusset.xls
SRDSketchedFeatures.xls
StandardMemberACs.xls
StandardMemberACs_ML.xls

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Task File Name Description

Structural AllStructMfgCodeLists.xls Defines structural manufacturing
Manufacturing CommonPartDefinitions.xls codelists, custom attributes, symbols,
SmartProduction.xls and parts.
StrMfgGenericMark.xls
StrMfgMemberCodeLists.xls
StrMfgMemberProcessAndMarking.xls
StrMfgPlateCodeLists.xls
StrMfgPlateProcessAndMarking.xls
StrMfgProfileCodeLists.xls
StrMfgProfileProcessAndMarking.xls
StrMfgTemplateProcessAndMarking_Edge.xls
StrMfgTemplateProcessAndMarking_Plate.xls
StrMfgTemplateProcessAndMarking_Profile.xls
StrMfgTemplateProcessAndMarking_Tube.xls
StrMfgTemplateProcessAndMarkingCodeLists_Edge.xls
StrMfgTemplateProcessAndMarkingCodeLists_Plate.xls
StrMfgTemplateProcessAndMarkingCodeLists_Profile.xl
s
StrMfgTemplateProcessAndMarkingCodeLists_Tube.xls
StructMfgConfigure.xls
StructMfgCustomClasses.xls
StructMfgFeatures.xls
StructMfgLabels.xls
StructMfgMacro.xls
StructMfgNamingRules.xls
StructMfgReports.xls
StructMfgServiceTables_Codelist.xls
StructMfgServiceTables_Plates.xls
StructMfgServiceTables_Places_WC.xls
StructMfgServiceTables_Profiles.xls
StructMfgServiceTables_Shrinkage.xls
StructMfgSettings.xls
StructMfgStock.xls

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SECTION 7

Upgrade Database Version

Upgrades the selected catalog or model database to the same version as the site database.
Upgrading your databases from a previous version to the latest installed software version
involves several different upgrade tasks using the Database Wizard and Project Management.
You must have the Project Management and Server Connectivity options installed on the
computer you are using to perform the upgrade.
The Upgrade Version command is also available on the shortcut menu that displays
when you right-click a catalog or model in the Project Management tree.
Migrating symbols and updating reference data are detailed processes. For
detailed upgrade information, refer to the Upgrade Guide delivered on the Smart 3D media, or
contact Customer Support.

Upgrade replicated databases

Do not deviate from the following sequence of steps. Additionally, do not
proceed to a subsequent step in the workflow until the previous one is complete.
1. Stop the replication process and backup the databases.
2. Disable the transfer of data between the host server and the satellite servers. For more
information, see Disable replication on a SQL Server instance.
3. Consolidate the replicated databases. Use Tools > Consolidate Model from Workshare
Command in Project Management to merge all replicated databases at the satellite locations
to the databases at the host location to form a single database of each type. See
Consolidate an existing SQL Server configuration. If you are using Oracle, see Consolidate
all Oracle databases.
4. Upgrade the site and site schema databases. Using the current version of the software,
connect to the host site database through the Database Wizard and upgrade the site and
site schema using the Upgrade site and its schema to your currently installed version
option. See Upgrade the site and site schema databases.
5. Upgrade the catalog and model databases. Use Tools > Upgrade Version Command to
upgrade the catalog and model databases to the currently installed version. Se Upgrade the
catalog and model databases.
6. Regenerate the reports database.
The database upgrade runs in multiple processes to improve the performance, and is
applicable only for model databases for the current software version. The model upgrade log file
displays the number of processes. For example, "5-5-2018 4:48:59 PM Executing Parallel
MTMC Processing with 4 Processors."

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SECTION 8

Working in an Integrated Environment

Working with the software in an integrated environment allows you to standardize and improve
the communication among the various authoring tools you use in the course of designing,
constructing, and operating a plant, ship, or offshore rig. SmartPlant Foundation acts as a
central repository for data and a medium through which information is shared among other tools,
such as SmartPlant Instrumentation, SmartPlant P&ID, SmartPlant Electrical, and Smart 3D.
The following graphic displays what Smart 3D publishes and retrieves and additional information
about what data is exchanged.

Most of the commands that provide access to SmartPlant integration functionality exist on the
SmartPlant menu in the various Smart 3D task environments. For example, in the Drawings
and Reports task, you can use Find Documents to Publish to publish orthographic drawings,
Isometric drawings, 3D model data, and report documents that either have not been published,
have been modified and need to be published again, or have been deleted since the last
publish. In other Smart 3D tasks, you can use the SmartPlant menu commands to correlate
items between the model and the SmartPlant Foundation database and retrieve P&IDs, DDP
files, Cable Schedules, and Plant Breakdown Structure.
For detailed information about using the SmartPlant integration commands found in Smart 3D,
see Common and Orthographic Drawings.

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 Working in an Integrated Environment

For more information about configuring Smart 3D to work in an integrated environment, see
Configure for an Integrated Environment (page 146).

Hexagon PPM Work Process Guides

Hexagon PPM Work Process guides map the process, power, and marine industries' basic work
processes to SmartPlant Enterprise solutions. This documentation helps your organization
transition from previous work practices to using Hexagon PPM tools as the new way of
executing projects. These documents are available on https://smartsupport.intergraph.com
(https://hexagonppm.com/support/ppm-smart-community) under View Documentation > Work
Process Guides.
Enterprise Work Processes describe an entire engineering discipline or process at two
different levels, including:
 Providing a swim lane diagram to define the typical roles and high-level processes involved
in a project
 Showing how Hexagon PPM tools are used to produce required deliverables
Integration Capability Statements describe a specific work process among a set of Hexagon
PPM tools, including:
 Explaining the out-of-the-box capabilities of the tools and their recommended use
 Providing a swim lane diagram to show how the tools interact in the work process
 Stating critical requirements and precautions
Enterprise Work Processes and Integration Capability Statements offer a better understanding
of how Hexagon PPM tools work together and how to adapt the tools to improve existing work
processes.

Configure for an Integrated Environment

Configuring Smart 3D to work in an integrated environment provides a platform for data
exchange, sharing, and integration across various software tools, enabling concurrent use and
rapid communication among all Smart 3D project participants. Critical information is stored only
once in a data-neutral warehouse, eliminating duplication and ensuring that timely, accurate
data is always available.
Two steps are required to take advantage of the Smart 3D integration functionality:
1. Install the SmartPlant Client and Schema Component on your Smart 3D workstation
computers, as necessary. For more information about installing Smart 3D components, see
Installing Software on the Application Server.
In order to take full advantage of the Piping Specification Remote Access
ability between Smart 3D and Smart P&ID, you must install the SmartPlant Client and
Schema Component on a Smart 3D workstation computer on which the Project
Management, Server Connectivity, and Piping Specification Remote Access Server
options are installed.
2. Use the Project Management task to register your Smart 3D model. For more information
about registering models, see Smart 3D Project Management.

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 Working in an Integrated Environment

Viewing 3D Model Data

You can output 3D model data as SmartPlant Review files or CAD (SAT) files through the
Drawings and Reports task. In order to use this functionality, you must install the SmartPlant
Schema Component on the local workstation computer. For more information on installing this
component, see Install SmartPlant Schema Component (page 147).
For more information on creating 3D model data, see the Orthographic Drawings User's Guide
available from Help > Printable Guides in the software.

Install SmartPlant Schema Component

The SmartPlant Schema Component allows you to save your 3D model data as a graphics file in
VUE format (.vue) in the Drawings and Reports task so that it can be viewed using Intergraph
Smart Review. For more information on creating 3D model data output, see the Orthographic
Drawings User's Guide available from Help > Printable Guides command in the software.
Before you install the SmartPlant Schema Component, you must use log on to
the workstation computer with a user account that has administrator privileges.

Integrating with PDS

To take advantage of the PDS integration functionality included with the software, PDS software
is required. In addition to the standard PDS setup, an additional set of tools external to PDS are
also required. For information about installing the software you need to export PDS model data
into the software, see Install PDS Export Tools (page 147).
The Intergraph Smart® 3D PDS Model & Data Translators component
(SEBY801) that is required to support the export of PDS model data into the software is a
separately licensed product. For licensing information, please contact Intergraph Support
(https://hexagonppm.com/ppm-support).

Install PDS Export Tools

Installing the PDS Export Tools component further extends the PDS integration capabilities by
allowing you to export Piping, HVAC, Electrical, Equipment, and Structure model data from PDS
into Smart 3D.
Before installing the PDS Export Tools component, you must install the following prerequisite
software on a computer on which the Project Management and Server Connectivity options
are also installed:
 Intergraph Batch Services
 RIS_Share (RIS Shared Components)
 MicroStation 8
 SmartPlant License Manager
 PD_Shell (Plant Design System environment)
For more information about acquiring these components, please contact Customer Support (see
Customer Support - https://hexagonppm.com/ppm-support).

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 Working in an Integrated Environment

The PDS Export Tools component is a separately licensed product. Before

attempting to install the component, please contact Customer Support (see Customer Support -
https://hexagonppm.com/ppm-support) for licensing information.
For more information about exporting PDS model data into the software, see the
Common User's Guide available with the Help > Printable Guides command in the software.

Install Smart 3D PDS Model & Data Translators

Installing the Smart 3D PDS Model & Data Translators component further extends the PDS
integration capabilities by allowing you to export Piping, HVAC, Electrical, Equipment, and
Structure model data from PDS into Smart 3D.
Before installing the Smart 3D PDS Model & Data Translators component, you must install the
following prerequisite software on a computer on which the Project Management and Server
Connectivity options are also installed:
 Intergraph Batch Services
 RIS_Share (RIS Shared Components)
 MicroStation 8
 SmartPlant License Manager
 PD_Shell (Plant Design System environment)
For more information about acquiring these components, please contact Intergraph Support
(https://hexagonppm.com/ppm-support).
Refer to Install Smart 3D Client Software (page 92) for setup instructions.
The Smart 3D PDS Model & Data Translators component is a separately
licensed product (SEBY801). Before attempting to install the component, please contact
Intergraph Support (https://hexagonppm.com/ppm-support) for licensing information.
For more information about exporting PDS model data into the software, see Smart
3D Common.

Integrating with SmartPlant P&ID

To take full advantage of the software's SmartPlant P&ID integration functionality, we
recommend that you install the Piping Specification Remote Access Server and Client
setups. The remote access server setup is available as an option in the Smart 3D Installation
setup for the workstation computer. The remote access client is an available option with the
SmartPlant P&ID product and is installed on a computer running SmartPlant P&ID.
The Piping Specification utility works with PDS 3D or Smart 3D to validate the piping materials
class with the temperatures, pressures, and diameters assigned to the pipe run. The utility also
searches 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. For more information about this utility,
see the SmartPlant P&ID Remote Pipe Specification Access Quick Reference Guide, which is

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 Working in an Integrated Environment

available in the Technical Notes and White Papers section on the Customer Support site
(https://hexagonppm.com/support/ppm-smart-community).

 Install SmartPlant P&ID first if you plan to install SmartPlant P&ID and Smart 3D on the
same computer.
 When installing the Piping Specification Remote Access Server component, you must also
install the Bulkload Reference Data and the Server Connectivity components as they are
required for the Piping Specifications Remote Access Server to work.
 Verify that the Distributed Transaction Coordinator service is enabled before installing the
Piping Specification Remote Access Server.
 In order to use Piping Specification Remote Access you must perform additional installation
and configuration on the computers running SmartPlant P&ID. See the Installing Smart 3D
Piping Specification Remote Access Client section in the SmartPlant P&ID Installation and
Upgrade Guide for more information about installing the Smart 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 Piping Specification Remote Access Client and the SP3D P&ID
Client Tester application is the computer on which the 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 Customer Support (https://hexagonppm.com/ppm-support).
See Also
Configure the Piping Specification Remote Access Server Service (page 150)
Register the Site Database for P&ID Access (page 155)

Enable Network Access in Windows Server

The following procedures for enabling network access are required only if you are using
Windows Server (64-bit) on the computer.

Enable COM+ Network Access

1. Open Server Manager.
2. Click Manage > Add Roles and Features.
The Add Roles and Features Wizard opens.
3. Ensure that you have completed the preceding steps listed on the Before You Begin page,
and click Next.
4. On the Installation Type page, select Role-based or feature-based installation, and click
Next.
5. On the Server Selection page, select the server from the server pool, and click Next.
6. On the Server Roles page, select Application Server, and click Next.

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If the server finds any of the required features for Application Server are missing,
a prompt is displayed informing you to install those features. Click Add Required Features
to allow the server to install them automatically.

7. On the Features page, click Next.

8. On the Application Server page, click Next.
9. On the Role Services page, select COM+ Network Access, and click Next.
10. Confirm your installation selections and click Install.
11. After the installation is complete, click Close to exit the wizard.

Configure the Piping Specification Remote Access Server

Service
In order to take full advantage of the SmartPlant P&ID integration tools available with the
software, we recommend that the Piping Specification Remote Access Server service be
installed and properly configured on the system on which Smart 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 computer in order to perform this installation
procedure.
 You must perform this procedure if you have installed Smart 3D on a server operating
system, such as what happens in a Citrix environment.
 The Piping Specification Remote Access Server service is installed as part of the Smart 3D
Installation setup. You must also install the Bulkload Reference Data and the Server
Connectivity components as they are required for the Piping Specifications Remote Access
Server to work. For more information, see Install Smart 3D Client Software (page 92).
 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

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available whenever P&ID needs to access the catalog. For example, you could use the
computer that is used for the Interference Checking service.
 If you are installing Smart 3D Reference Data on a computer running Windows Server 2016,
enable the COM+ Network and DTC access, and then add the necessary users to the
Distributed COM Users group.

Verify SP3D Piping Specification Remote Access Server Service

1. Click Start > All Programs > Accessories > Run.
2. Type dcomcnfg, and click OK.
The Component Services window displays.
3. Expand the Component Services nodes, and locate the COM+ Application node.

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4. Expand COM+ Applications node, and verify that the

SP3DPipingSpecRemoteAccessServer application exists.

5. If the SP3DPipingSpecRemoteAccessServer application exists, skip to the Create a COM

Component procedure. If it does not exist, follow the Create a COM+ Application
procedure.

Create a COM+ Application

1. Right-click the COM+ Applications node, and then click New > Application.
The COM+ Application Install Wizard displays.
2. Click Next on the Welcome to the COM Application Install Wizard page.
3. Select Create an empty application on the Install or Create a New Application page.
4. On the Create an Empty Application page, type SP3DPipingSpecRemoteAccessServer
in the Enter a name for the new application text box.
5. Select Server application in the Activation type field, and then click Next.
6. On the Set Application Identity page, ensure that This user is selected, and enter a user
name and password to set the identity to run the application.
Specify an account with Windows administrative privileges on the
computer.
7. Click Next.
8. Select CreatorOwner on the Add Application Roles page, and click Next.
9. On the Add Users to Roles page, add any additional users that may need access to this
application, and click Next.
10. Click Finish to create the application.

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The SP3DPipingSpecRemoteAccessServer application is created under COM+

Applications.
11. Right-click the SP3DPipingSpecRemoteAccessServer, and select Properties.
The SP3DPipingSpecRemoteAccessServer properties dialog box displays.
12. On the Advanced tab, select Enable idle shutdown and change the Minutes value to 0.

13. On the Security tab, clear the Enforce access checks for this application option.

14. On the Identity tab, ensure that the user credentials are same as specified in step 6.

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15. Expand the SP3DPipingSpecRemoteAccessServer node, and click the Components

node.
16. Verify that the SP3DRefDataMiddleTierService.RefdataMiddle.1 component exists under
Components node. If the component exists, then you have successfully configured the
Piping Specification Remote Access Serer Service. If the component does not exist, follow
Create a COM Component procedure.

Create a COM Component

1. Under SP3DPipingSpecRemoteAccessServer node, right-click the Components node,
and select New > Component.
The COM Component Installation Wizard displays.
2. Click Next on the Welcome to the COM Component Install Wizard.
3. On the Import or Install a Component page, select Install new component(s), and
browse for SP3DRefDataMiddleTierService.dll.
The SP3DRefDataMiddleTierService.dll is delivered in the [Product
Folder]\RefData\Middle\Bin folder.
4. Click Next on the Install new components page, and then click Finish to complete the
procedure.
The software creates a SP3DRefDataMiddleTierService.RefdataMiddle.1 component.

See Also
Integrating with SmartPlant P&ID (page 148)

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Register the Site Database for P&ID Access

Before you complete the steps in this procedure, you must install the Piping Specification
Remote Access Server service and configure the COM+ application. For more information, see
Install Smart 3D Client Software (page 92).
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.
2. Navigate to [Product Folder]\RefData\Tools\Bin\SetSiteForPipingSpecRemoteAccess.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 Site and
Site schema database names and servers in the appropriate fields.

5. Click OK.

 In order to use 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.

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This server can be different from the database server on which the Site database server and
Site schema server reside.
See Also
Integrating with SmartPlant P&ID (page 148)

Integrating with SmartPlant Reference Data

If you plan to integrate with SmartPlant Reference Data (SPRD), you will need to install the
SmartPlant Reference Data Client. SmartPlant Reference Data (SPRD) is licensed separately
from Smart 3D and is delivered on separate media.
Less than a megabyte of hard disk space is required to load the SmartPlant Reference Data
Client software.
1. Insert the SmartPlant Reference Data delivery media. If the setup does not start
automatically, double-click Browser.exe in the root folder.
2. Click SmartPlant Reference Data (.NET) Installation on the SmartPlant Enterprise
Materials page.
3. Click SmartPlant Reference Data (.NET) Client Installation on the SmartPlant
Enterprise Reference Data page.
SmartPlant Reference Data Client installs.
4. After the installation is complete, you must enter your login credentials for SmartPlant
Reference Data Client.
5. You can either use an existing login from the Current Logins tab, or you can create a new
login from the New Login tab.
For more information, see the SmartPlant Reference Data Installation Guide (.NET) available on
the SmartPlant Enterprise Reference Data installation page.

 Install Smart 3D and all of its components in a folder with a short path that does not contain
any spaces.
 Set up the SmartPlant Reference Data listener for default mode running.

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Interference Checking Setup

Unlike the traditional file-based method of manually defining groups of parts to check against
each other, Check Interference is a separate software process that runs directly on the Model
database. Although the interference detection process can be run on any computer with the
Database Interference Detection Service installed, due to the intensive nature of the
interference check computations, the recommendation is to have a computer dedicated as the
interference server.
In order to monitor interferences, you must install the Database Interference Detection
Service option on the same computer that the Project Management option is installed. While

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working in a global workshare environment, you can only run and monitor IFC status from the
host location.

Database detection options are set in the Project Management task. You can also start and stop
the interference database detection process in the Project Management task.
Interference detection requires disk space for the file cache that temporarily stores the
interference data. Before starting the interference process, the interference server checks to see
if enough space exists in the TMP location for the file cache. The server also checks to see if
you have the proper permissions to write, read, and delete files in the TMP location. During the
process, if the space becomes too low, the software stops IFC, and then displays an error

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message. These checks primarily apply to the server-based interference process. Although,
they can apply to the local checking process if extremely low or no disk space is available for the
temporary folder on the local computer.
Configure automatic disk defragmentation in order to free space for the file
cache.
After you start the process, use the Status tab on the Interference Server Settings dialog box
to monitor the start time, progress of the interference checking, time when the last part was
modified, and the status of the checking. A box at the top of the dialog box identifies the model
that you are checking.
The software automatically checks new or modified objects apart from existing objects. When
you create or modify an object, the software checks for interference against all objects in the
Model database. The interferences generated by this process are persistent; that is, the
interferences are stored in the database like any other objects in the software. You can also
modify these objects by changing the properties. Interferences are also assigned to a
permission group; thereby the entire process is under the control and restrictions of an
administrator.
You can interrupt the automatic interference checking process during a work session without
forcing a recheck of all parts in the database when the process is brought back online. When
you restart the interference check process, the software begins checking where it left off when
the process went offline. However, if you change any of the options on the Interference Server
Settings dialog box for Database Detect, you are given an option to perform a warm reboot so
that all the approved interferences are preserved.
The server-based interference checking runs continuously. Therefore, you can perform an
interference check at any time and view the interferences of interest that result from the
background check by refreshing the workspace. After you have reviewed the interferences, you
can remove an interference automatically from the database by editing the objects so that the
interference no longer exists. You can then see the results of your edit by refreshing the
workspace. Because certain types of interferences are allowable, you also have the capability to
mark such interferences as acceptable.
Be aware that there is a four-minute interval between the time you make your edits and the time
that the database detect service rechecks the objects. After the database detect process
reaches 100%, the software issues a query only every two minutes to locate newly modified
objects. Therefore, it is possible that there is a six-minute delay before a modified object is
processed. We do not recommend changing the default four-minute interval. However, if you are
in Project Management with the Interference Server Setting dialog box open, press
CTRL+SHIFT+F12 to change the default four-minute interval.
You must run the Database Detect process before running an interference report.
The report is not intended to run on local interferences.

What do you want to do?

 Install Database Interference Detection Service (page 160)
 Services Authentication Settings (page 101)
 Configure Interference Service properties (page 161)
 Start the Database Interference Detection Service (page 161)
 Set IFC Permission Requirements (page 162)

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 Create IFC permission group folder and permission group (page 163)
 Set IFC permissions (page 163)
 Check database interferences (page 164)

Install Database Interference Detection Service

Prior to installing the Database Interference Detection Service on a computer, verify that all
prerequisite software has been installed. If you have an older version of the Database
Interference Detection Service installed on your computer, remove it before loading the new
software.
You must have administrator privileges on the computer to install the software.
1. Open Control Panel.
2. Open Programs and Features.
3. Select Intergraph Smart 3D from the list of installed software's.
4. Click Change.
5. Select Database Interference Detection Service.
6. Optionally, select 64-bit Services if you want to install the 64-bit version of the interference
detection service also.
If you are running Oracle, you must install the 64-bit Oracle client on the
computer running 64-bit interference detection.
7. Click Update.
If you have not yet installed Smart 3D on the computer, see Install Smart 3D Client
Software (page 92) in the installation guide for detailed instructions.
See Also
Interference Checking Setup (page 157)

Services Authentication Settings

The Database Authentication Settings - Services utility defines the location of the database
user's .ini file on the computers running the interference checking service, the naming rule
service, and batch services. Because these three services use logins defined in the service itself
and not the active Windows OS login, you must run this utility as an administrator on the
computer. This action allows the services to find and access the database user's .ini file.
You do not need to run this utility if you are using Windows Authentication to access
the databases. For more information on creating the .ini file, see Create Database Login ini File
(page 33).
1. Right-click ..\Smart3D\ProjectMgmt\Tools\bin\ServicesAuthenticationSettings.exe, and then
click Run as administrator.

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2. Select the database server type.

3. Select Database User Authentication.
4. Define the location and file name for the .ini file to use.
5. Click OK.

Configure Interference Service properties

1. Click Start > Intergraph Smart 3D > Configure Interference Checking Service to open
the Configure Interference Service dialog.
2. Select your database type: Oracle or SQL Server.
3. Select the site database server (Microsoft SQL Server) or the Oracle Service for the site
database.
4. Select the site database on which the interference service is to run.
5. Click OK.

Start the Database Interference Detection Service

Prior to starting the Database Interference Detection Service, you must configure its properties.
For more information, see Configure Interference Service properties (page 161).
1. Log on with Administrative privileges to the computer on which the Project Management
and Database Interference Detection Service options are installed.
2. Open the Control Panel, and then double-click Administrative Tools.
3. In the Administrative Tools window, double-click Services.
4. Right-click either the Smart 3D Interference Detection Service or the Smart 3D
Interference Detection Service 64-bit, and then select Properties from the shortcut menu.
The 64-bit Smart 3D Interference Detection Service does not process
Point Clouds. Use Reference 3D if you are running 64-bit IFC, or you can switch to a 32-bit
IFC server to process Point Clouds.
5. On the Log On tab, select the This account option, and then type the user name that has
Administrative privileges.
This version of the software does not support the Local System account option.
6. In the Password and Confirm password boxes, type the password for the user account.
7. On the Recovery tab, set the First failure, Second failure, and Subsequent failures
options to Restart the Service.
8. Set Restart service after to a minimum of 6 minutes.
9. On the General tab, verify that the Startup type is set to Automatic.
10. In the Service status section, click Start.
11. Click OK.

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 The interference checking service does not consume a license when it starts. It consumes a
license only while processing the model. For more information, see Checking Interferences.
 Errors that are encountered during startup of the Database Interference Detection service
are logged to the Event Viewer Application Log with the source name IFCNTSvc. The
service can automatically recover from these situations:
 network interruptions
 lost database connection
 the interference checking process runs out of memory
 the interference checking process or service is terminated for any reason
 Do not run the 32-bit and 64-bit interference detection services simultaneously on a
computer. IFC must only run as a single instance for the entire model.
 While working in a global workshare environment, you can only run and monitor IFC status
from the host location.

Set IFC Permission Requirements

You must install the Database Interference Detection Service option in order to monitor
interferences. For more information about installing and configuring this service, see the Smart
3D Installation Guide available from Help > Printable Guides.
The user account running the IFC Windows service must have at least Read
access to the SharedContent folder. Otherwise, IFC generates a bad part marker with clashes
against structural fireproofing.
A Smart 3D Interference Detection Service icon is placed under the model node in the Project
Management tree. After the proper access permissions are configured, you can start and stop
the Database Detect process from any computer on which the Project Management option is
installed.
The Smart 3D database hierarchy is comprised of a model configuration that consists of the
model and catalog databases. For the IFC Database Detection process to run correctly,
permissions must be set on the model and model permission groups according to the following
guidelines:
Log on privileges for the IFC Administrator include:
 Write access to the model database at a minimum.
 Full Control permissions or access on a minimum of one permission group.
In the Project Management task, create a new permission group folder and
permission group under the model icon to store the IFC results. For example, type IFC
Permission Group Folder and IFC Permission Group in the New Permission Group
Folder and New Permission Group dialog boxes, respectively. For more information, refer
to Create IFC permission group folder and permission group (page 163).
 Read access on all other model database permission groups at a minimum.

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Create IFC permission group folder and permission

group
1. Log on with administrative privileges to the computer where you have installed the Project
Management and Database Interference Detection Service options.
2. In the Project Management tree, navigate to the models icon.
3. Expand the model's folder.
4. Right-click a model under the models folder, and then click the New Permission Group
Folder Command to open the New Permission Group Folder Dialog.
5. Type IFC Permission Group Folder for the name of the new permission group folder.
6. Click OK to close the New Permission Group Folder dialog box.
7. In the tree, navigate to the new IFC Permission Group Folder icon.
8. Right-click the IFC Permission Group Folder, and then click the New Permission Group
Command to open the New Permission Group Dialog.
9. Type IFC Permission Group for the name of the new permission group.
10. Click OK to close the New Permission Group dialog box.
After the IFC permission group is created, you must assign the proper access
permissions. See Set IFC permissions (page 163).

Set IFC permissions

1. Log on with administrative privileges to the computer on which the Project Management
and Database Interference Detection Service options are installed.
2. In the Project Management tree, navigate to the IFC Permission Group icon.
3. Right-click the IFC Permission Group icon, and select the Permissions Command to open
the Access Permissions Dialog.
4. Click Add.
5. In the Add names grid, double-click in the User cell, and type the domain and name of the
user or group to add.

 You can also click Add and search for users using the Select Users and Groups
dialog box. This is a common Windows dialog box. For information regarding the
options in this dialog box, see your Windows documentation.
 To remove a user or group from the Add names grid, select the appropriate row, and
then click Remove.
6. In the Type of access list, select the type of access you want to assign. The software
automatically updates the associated row in the Add names grid.
7. Click OK.
8. Click OK again to close the Access Permissions dialog.

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Check database interferences

Before performing the following procedure, you must first manually configure the Smart 3D
Interference Detection Service on the computer with the service installed. For more information,
see Configure Interference Service properties (page 161).

1. In the Project Management tree, right-click the Interference Server icon under the
model for which you want to start Database Detect. Then select Properties on the shortcut
menu.
2. In the Interference Server Settings dialog box, assign interference checking priorities to
aspects.
Maintenance, for example, is a typical aspect listed in the Aspect column. If a
check of this aspect is important, you can indicate the priority as Required. If Maintenance
is low priority or not important, you can indicate the priority as Optional or Not Checked.
3. Specify the interference comparison criteria:
Required - Required
Defines interferences classified as hard/hard. For example, one pipe physically
intersects with another pipe. Severe interferences are shown in red.
Required - Optional
Defines interferences that are not as severe and are classified as hard/soft. For
example, one pipe overlaps the optional aspect of the other object. Optional
interferences are shown in yellow.
Optional - Optional
Defines interferences that are not severe and are classified as soft/soft. For example,
the maintenance aspect of one piece of equipment overlaps the maintenance aspect of
another. Optional interferences are shown in yellow.
Smart 3D - External Data
Considers objects outside the active model for interferences. For Local Detect, this
option is enabled by default. For Database Detect, this box must be checked if you want
attached Reference 3D models, inserted MicroStation and AutoCAD files to be
considered. This option only checks objects against objects in external references and
also checks for interferences between two external R3D objects.
Smart 3D - Point Cloud
Considers Smart 3D objects and point cloud objects for interferences. For Database
Detect, this option must be selected to consider Smart 3D objects and point cloud
objects. For Local Detect, select the Smart 3D Point Cloud check box to consider local
interferences. The point cloud must have a valid connection to the model with no
unresolved vendor licensing issues for this check box to be available.
4. In the Include clearance list, select the needed clearance rule. Clearance interferences are
shown in green.
5. From the Assign results to permission group box, choose the permission group to which
all the detected interferences are assigned.

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6. In the Marker size field, type the value for the size of the interference symbols that generate
in the model.
Choose a marker size that is clearly readable, but one that does not interfere with
the smaller details in the workspace view.
7. Click Start on the Database Detect tab. After you click Start, the Status tab on the
Interference Server Settings dialog box displays the progress of the processing for parts
that existed previously and for new or changed parts during the run.
If the IFC Server detects that your system resources are too low (due to a
significant process requiring the majority of system memory), then the IFC process stops and
displays a message box notifying you that the service has stopped for this reason. The IFC
process will automatically attempt to restart when it runs out of memory.

 The Smart 3D Interference Detection service does not consume a license when it starts. It
consumes a license only while processing the model. For more information, see Checking
Interferences.
 To start the server interference detection process, you must have at least Read access to all
objects in the model and Read access to the model itself. Access privileges are assigned for
each permission group in the Project Management task. During the IFC process, if the
software denies access to an object, the server process stops and a message appears.
 To view the status of the database interference detection process, right-click the
Interference Server icon in the Project Management tree, and click Properties. On the
Interference Server Settings dialog box, click the Status tab.
 When the database interference check process is running, only the Stop command is
available. When the process is not running, the Start command and all process property
gadgets are available. The Stop command is not available.
 When the database interference check is running and you add any permission group without
Read permissions for the server, the server automatically receives Read permissions and
finds collisions with the placed objects in that permission group.
 When you modify permission groups in Project Management, the host for the existing,
running task does not receive the changes. To update the information, you must exit and
restart the interference detection process.
See Also
Interference Server Settings Dialog Box (page 165)

Interference Server Settings Dialog

Sets the properties associated with the selected interference server:
 Changes or accepts the default properties for the interference marker size.
 Checks the status of those interferences.
 Assign interference checking priorities to aspects and indicate whether the interferences are
optional or required.
 Optionally, you can indicate if you want interference checking to include a clearance rule.

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 The Interference Server Settings dialog box is available only on computers on which the
Project Management and Database Interference Detection Service options are installed.
For more information about installing this service, see Smart 3D Installation.
 You access the dialog box by clicking Properties or right-clicking the interference server
in the Project Management tree.
 If you change any of the options on the Database Detect tab (page 166) and then click
Start, the software displays a message box asking if you want to recheck the entire model
while preserving the existing approved interferences.
 The GSCADFoulCheckCmds.cSetIFCForRestart custom command is available if you need
to delete all preexisting interferences from the database and start checking from scratch.
See GSCADFoulCheckCmds.cSetIFCForRestart (page 169).

Database Detect Tab (Interference Server Settings Dialog Box) (page 166)

Status Tab (Interference Server Settings Dialog Box) (page 168)

Database Detect Tab (Interference Server Settings Dialog

Box)
Provides options for assigning interference checking priorities to aspects, specifying the
comparison methods, and optionally including a clearance rule. You can also assign the
interference results to a selected permission group. All properties on this tab when viewed
outside Project Management are read-only.
You must run Database Detect before running the delivered Interference report. The
Interference report is not intended to run on local interferences.
Server
Specifies the name of the server on which the interference checking is processed for the
identified model.
Property
Specifies each aspect that you want to check. Lists all the object aspects that are identified
for use in the mode, such as Simple physical, Detailed physical, Insulation, and
Maintenance. This includes system-defined aspects and custom aspects.
Type
Defines the checking you can apply to the selected aspect: Required, Optional, and Not
checked. Choose the appropriate type for each aspect. Not checked means the selected
aspect is not used for interference checking.
Compare
Specifies the types of comparisons to perform to find interferences.
Required - Required
Defines interferences classified as hard/hard. For example, one pipe physically
intersects another pipe.
Required - Optional
Defines interferences that are not as severe and are classified as hard/soft. For
example, one pipe overlaps the optional maintenance aspect of the other object but

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does not actually intersect the other object.

Optional - Optional
Defines interferences that are not severe and are classified as soft/soft. For example,
the maintenance aspect of one piece of equipment overlaps the maintenance aspect of
another.
Smart 3D - External Data
Includes Reference 3D models, referenced MicroStation objects, and 3D AutoCAD files
in interference checking. For Local Detect, the software by default considers objects in
Reference 3D models, MicroStation, and 3D AutoCAD files that are in the workspace.

 This option only checks active model objects against R3D external objects. IFC also
checks clashes between R3D objects belonging to different R3D projects. The
option does not check for interferences between other external objects such as
MicroStation to 3D AutoCAD.
 Reference 3D models that contain tessellated data take a significant amount of time
for interference checking to process. For quicker IFC performance, set Interference
Detection to Do Not Participate.
Smart 3D - Point Cloud
Includes an attached point cloud during interference checking. The point cloud must
have a valid connection to the model with no unresolved vendor licensing issues for this
option to be available.
Include clearance rule
Specifies the clearance rule to add to the Required type of interference check.
Assign results to permission group
Specifies the permission group to which all the detected interferences are assigned. The list
displays only those permission groups to which the server containing the interference
checking software has write access.
Marker size
Specifies the size of the interference graphic marker. Choose a size that is clearly visible,
but one that does not interfere with the smaller details in the workspace view.
Start
Begins the Local Detect interference checking process. This option is only available in
Project Management.
Stop
Stops the Local Detect interference checking the process. This option is only available in
Project Management.

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Status Tab (Interference Server Settings Dialog Box)

Displays the status of the Database Detect process on the server. The status information
includes the percentage of checking that has been completed, the amount remaining, when the
process was started, and the estimated completion time.
The information on this tab is read-only.
The Interference Server Settings dialog box is only available on computers on
which the Project Management and Database Interference Detection Service options are
installed. For more information about installing this service, see the Smart 3D installation guide,
which is available from Help > Printable Guides.
Model
Displays the name of the model that is checked.
New and modified parts at process start
Displays the following time information for any new and modified parts after the process was
started.
Last part modified
Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the last part was created or
modified in the Model database.
Current range to
Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the last part modified was
in consideration for interference checking.
From
Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the interference check
completed checking the last part modified.
Elapsed time
Displays the amount of time (hour, min, sec) during which the interference checking has
been running for the new or changed parts.
Estimated completion
Displays the amount of time (hour, min, sec) estimated until the interference checking
process completes.
Process start
Displays the time (mm/dd/yyyy hh:mm:ss) the process started.
Existing parts at process start
Displays the following time information for existing parts when the process was started.
Current range to
Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the interference checking
started for the existing parts.
From
Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the interference checking
ended for the existing parts.
First part created

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Displays the date and time (mm/dd/yyyy hh:mm:ss) at which the first part was created in
the database.
Elapsed time
Displays the amount of time (hour, min, sec) during which the interference checking has
been running for the existing parts.
Estimated completion
Displays the amount of time (hour, min, sec) estimated until the interference checking
process completes.
Status message
Displays textual information about the current status of the process on the server.

GSCADFoulCheckCmds.cSetIFCForRestart
Replaces the Interference Checking Restart functionality. The ProgID for this command is
GSCADFoulCheckCmds.cSetIFCForRestart. No arguments are required. You must first select a
model in Project Management before you can run this custom command.
This command deletes all interferences in the selected model. It then configures IFC to start in
Warm Reboot mode the next time you start IFC through the Interference Server Settings
dialog box. For more information, see Interference Server Settings Dialog Box (page 165).
This command displays a warning that it is about to delete all interferences in the model. If you
click Yes on the warning dialog box, the command executes and then displays a message
indicating that the process is complete.

 This command is only available in the Project Management task.

 You must stop the IFC process before running this command.
 You cannot undo this command.
 The permissions required to run this command are the same as those required to start IFC.
 You cannot run this command from satellite locations in global workshare configurations.

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Batch Services
Smart 3D uses the Intergraph Batch Services (06.01.11.00 or later) application to help you run
large, time-consuming operations on a separate computer or during off hours, leaving your
workstations available for other tasks. Due to the intensive nature of batch operations, using one
or more computers dedicated as batch computers is recommended.
You can install both batch processing methods on any computer on which the Smart 3D client
software has been installed. You must also install the Project Management and Server
Connectivity features on your batch computers. Intergraph Batch Services is delivered on
separate media from Smart 3D and does not require a serial number.
The batch computer supports the following processes:
 Updating drawings in the Drawings task
 Detailing and un-detailing parts in the Structural Detailing task
 Generating manufacturing parts and XML output files in the Structural Manufacturing task
 Updating the Manufacturing Services Manager in the Structural Manufacturing task
 Importing and exporting Structure objects
 Importing Tribon XML files
 Finding common parts
 Generating planning joints
 Running block assignments
 Printing, publishing, and refreshing drawings
 Updating Reference 3D models
 Backing up Smart 3D databases
 Restoring Smart 3D databases

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 Checking database integrity

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Installing Intergraph Batch Services

1. Open Services and determine the current status of the TCP/IP NetBIOS Helper service on
your computer. Start that service if it is not already running.
2. Insert the Intergraph Batch Services DVD into your computer.
3. Double-click BatchServices_Setup.exe.
4. Click Start Setup on the Welcome page.
5. Type your name and company name.

6. Specify whether to run all jobs as the same user or use account mapping.
If you select Set up account mapping per user through Smart Batch Services, you must
configure account mapping before you can submit jobs. Use Batch Manager to configure
account mapping after setup is complete. For more information, see Configure Account
Mappings (page 175).
If you select Run all jobs as same user to configure account mapping, define the user
name and user name password under which jobs should run.

7. Review the default installation folder ($WindowsDrive:\Win32App\Ingr\Batch\).

If you plan to use this installation of Intergraph Batch Services with Plant
Design System® (PDS), do not install Intergraph Batch Services to a folder path that

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contains spaces, such as c:\Program Files (x86)\Batch. Although Intergraph Batch Services
supports spaces in folder paths, PDS does not.

8. On the License Agreement page, select your country.

9. Read the license agreement, and then click I agree to the license agreement and
conditions.
10. Click Install.
Intergraph Batch Services is installed on your computer.
11. Click Finish.
12. Restart your computer.
You can find the batch job log files in the %temp%\SP3DBatchSvcTemp file on the
batch server computer.

Starting and Stopping Batch Services

When you install Batch Services software, the batch server service is configured to start
automatically each time you restart your computer. No further configuration is required.
Intergraph recommends leaving the batch server service as configured. However, if you want to
configure Batch Services to start manually, do the following:
1. Open Control Panel > Administrative Tools > Services.
2. In Services, right-click Intergraph Batch Server, and select Properties.
3. Set Startup type to Manual, and then click OK.
4. Close the Services window.
Batch Services also delivers an Intergraph NQS Listener service that is
configured to start automatically. If your site is not using Intergraph NQS, you can configure
the NQS Listener service to start manually. Repeat steps 1-3, selecting Intergraph NQS
Listener from the Services list.
If you configure Batch Services to start manually, you must start the batch server each time you
restart your system, or each time you want to run Batch Services.
To start Batch Services manually:
1. Open Control Panel > Administrative Tools > Services.
2. In Services, select Intergraph Batch Server, and then click Start.
To stop Batch Services:
1. Open Control Panel > Administrative Tools > Services.
2. In Services, select Intergraph Batch Server, and then click Stop.

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Granting Batch Service Privileges

Before you begin using Batch Services, you should use Intergraph Batch Manager to ensure
that users on your system (and users on other systems, if appropriate) are granted the proper
privileges for access to Batch Services.
A user with manager privileges can use all the commands that affect batch server configuration
and operation, including granting and removing privileges, and creating and deleting queues. A
user with operator privileges can manage jobs, including those belonging to other users, and
can start and stop batch server queues. Users or groups without privileges can only submit
requests to queues to which they have been granted access. Most users or user groups are
non-privileged users.
Using User Account Control turned on to level 3, the Administrators group on your system has
manager privileges. From an account belonging to the Administrators group, you can add users
and groups of users, on your system or other systems, to the manager and operator privilege
lists.
1. Open Start > All Programs > Intergraph Smart Batch Services > Intergraph Batch
Manager.
2. Select your computer name in the tree view on the left.
3. Click Server > Properties.
4. Select the Security tab.
Users and groups, and their Batch Service privileges, display in the Managers and
Operators list.

5. Click Add, and then type the username of a user into the Add Names box, or the group
name of a group, to which you want to grant privileges.

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6. Specify local users and groups (on your computer) by username or group name only. Use
one of the following formats when keying in a username or group name:
domain_name\username or system_name\username
domain_name\group_name or system_name\group_name
Separate multiple users or groups with a semicolon (;).
7. Select the type of privilege you want to grant the user or group (Manager or Operator).
8. Click OK.
9. Repeat steps 5 through 8 for each user or group to which you want to grant privileges.
10. When you have finished assigning privileges to users or groups, click OK on the Server
Properties dialog box.

To remove privileges from a user or group:

1. Open Start > All Programs > Intergraph Smart Batch Services > Intergraph Batch
Manager.
2. Select your computer name in the tree view on the left.
3. Click Server > Properties.
4. Select the Security tab.
The current users and groups with Batch Service privileges are displayed in the Managers
and Operators list.
5. In the Managers and Operators list, select the user or group for which you want to remove
privileges.
6. Click Remove.
7. Repeat steps 5 and 6 for each user or group from which you want to remove privileges.
8. When you have finished removing privileges from users and groups, click OK.
To change a user’s or group’s privileges, first remove the current privileges from the
user or group; then re-add the user or group to the privilege list with the new privilege.

Configure Account Mappings

Batch Services requires an account name and password to use when running jobs. The process
of determining the account name to use is called account mapping. You can use Batch Manager
to enter and modify account-mapping information for your system. An account mapping entry
comprises two parts: the user information to match (the “from” user), and whom that user maps
to (the “to” user). Account mapping entries allow users submitting a job to assume the
environment and permissions of the user to whom they are mapped.
To perform account mapping, the batch server tries to match the job owner with an account
mapping entry, using the following order (items are listed on the account mapping dialog in the
order in which they are applied):
1. The batch server first tries to find an exact match, matching the job owner’s domain or
computer name and username with the “from” user in the account mapping entries.

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2. If the batch server cannot find an exact match, the batch server then searches the account
mapping entries using the job owner’s domain or computer name, with “*” (meaning any
user) as the username.
3. If no match is found, the batch server then searches the account mapping entries using “*”
(meaning any computer or domain) as the domain name, with the job owner’s username.
4. Finally, if a match still has not been found, the batch server searches with “*” as the domain
name and “*” as the username.
How you configure account mapping depends on the security needs and configuration of your
site. For more information on configuring account mapping, see Configure Account Mappings in
the Installation Guide.

Configure Default Account Mappings

The map-to-account user must have access to the Intergraph Smart 3D site,
catalog, and model databases because it is under this user name that the batch jobs will run.
Give this user those access rights using Intergraph Smart 3D Project Management.
1. Click Start > All Programs > Intergraph Smart Batch Services > Intergraph Batch
Manager.
2. Select the computer name in the tree view.
3. Select Server > Account Mapping.
4. Type * for the Map From Account Domain/Host and the User.
5. In the Map To Account Domain Controller box, type the name of the domain controller.
The primary domain controller name displays as the default.
6. In the Map To Account Domain/Host box, select the domain of the Windows user account
you want to run jobs as.
7. In the Map To Account User box, type the user name to use.
8. Click Add.
9. Type and confirm the password for the "to account" user name.
10. Click OK.
The ConfigureDrawingsBatch utility must be run each time mapped account
settings are changed. For more information, see Configuring the Batch Services Server for
Drawings Tasks (page 182).

Services Authentication Settings

The Database Authentication Settings - Services utility defines the location of the database
user's .ini file on the computers running the interference checking service, the naming rule
service, and batch services. Because these three services use logins defined in the service itself
and not the active Windows OS login, you must run this utility as an administrator on the
computer. This action allows the services to find and access the database user's .ini file.
You do not need to run this utility if you are using Windows Authentication to access
the databases. For more information on creating the .ini file, see Create Database Login ini File
(page 33).

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1. Right-click ..\Smart3D\ProjectMgmt\Tools\bin\ServicesAuthenticationSettings.exe, and then

click Run as administrator.
2. Select the database server type.
3. Select Database User Authentication.
4. Define the location and file name for the .ini file to use.
5. Click OK.

Creating a Batch Queue

To create a batch queue on your system, take the following steps:
1. Open Intergraph Batch Manager.
2. Select the server on which you want to create the queue.

3. Select Queue > Create or click Create Queue on the toolbar.

4. Type the queue name into the Queue Name box.
5. Optionally, type a description of the batch queue into the Description box.
6. Under Queue Type, select Batch.
7. Click OK.
Refer to Adding Shells to a Batch Queue for more information on batch queues.

Create Batch Services Queues

You must create the Intergraph Batch Services queues that Intergraph Smart 3D will use.
1. Open Windows Explorer on the computer on which Intergraph Batch Services is installed.
2. Navigate to and double-click C:\Program Files
(x86)\Smart3D\ProjectMgmt\Tools\bin\ConfigureSP3DBatchQueue.exe.

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The Custom Configuration of NT batch for Smart 3D dialog box displays.

This utility is used to configure default queues, set the path to store all the batch
related log files, and sets up mail server configuration.
3. Enter all the respective inputs and click OK.
A message box displays.
4. Click OK in the confirmation box to stop and restart the Intergraph Batch Services.
Run this tool at least once on the computer on which the job needs to be submitted,
or on the computer where the job needs to be run. This tool sets some environment
variables and creates the batch queues.
5. Open Control Panel > Administrative Tools > Services.
6. In Services, select Intergraph Batch Server from the list, and then click Stop.
7. With Intergraph Batch Server service still selected, click Start.
8. To verify that the batch queues were created, open Intergraph Batch Manager and then
select your server in the tree view.

 The WinZip application is no longer required on the batch server to compress any emailed
attachments. Compression is now done with functionality included in the Intergraph Smart
3D delivery.
 This tool cannot create pipe queues. Use Intergraph Batch Services to create pipe queues.
 Verify that the C:\Windows\SysWOW64\config\systemprofile\Desktop folder exists if you are
using a 64-bit or Windows Server operating system. Ask your system administrator to create
the Desktop folder with full permissions if it does not exist.

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Setting the Default Queue

The default queue on a server is the queue to which batch jobs are submitted when the user
does not explicitly request a queue. The default queue cannot be a remote queue; it must exist
on the server.
Manager privileges are required to set a default queue.

Using Project Management:

1. In Project Management, right-click the model and select Configure Queues for Jobs.
The Configure Queues for Jobs dialog box displays.
2. Type a queue name into the Default Queue box or select a queue from the dropdown list.
3. Click OK.

Configure Queues for Jobs

Configure Queues For Jobs is a utility in the Project Management task. The Smart 3D Project
Administrator can configure different queues for different jobs. Then, the administrator can
ensure that batch jobs are submitted to configured queues only. This prevents users from
submitting jobs to inappropriate queues.
Opens the Configure Queues for Jobs dialog where you can configure batch queues for Smart
3D jobs. You must have administrator privileges to access this tool.
For the site, you must have the following privileges:
 In Oracle, you must have the SP3DProjectAdministrator role.
 In SQL Server, you must be a system administrator on the server. If you are working in a
multiple domain environment, you must run SQL Server with a network service account, and
not with a domain account.
For a model, you must have full access or write permissions on the selected model database.
Time displayed in
Specifies the unit of measurement for Maximum Allowed Time. The available units of
measurement are sec (seconds), min (minutes), hr (hours), and day. The default unit is hr.
Job Type
Displays the name of the job. The jobs listed are specific to the site or model.
Job Description
Displays a brief description of the job.
Default Queue
Displays the default queue for a specific job, which can be a batch queue or a pipe queue.
When this dialog box displays for the first time, it shows the first queue in the list of available
queues on the local server. You can type a new default queue into this box, or you can
select any queue from the list of available queues on the local server.

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 Ensure that the default queue is configured for a job in Project Management, and that
the configured queue exists on all client computers.
 For pipe queues, you need to add the required destinations to the queue. For more
information, see Creating and Configuring Pipe Queues in the Smart 3D Intergraph
Batch Services User’s Guide.
Optional Queues
Displays the Configure Optional Queues Dialog.
Maximum Allowed Time
Specifies the maximum allowed time to process a job type in the queue. If the job is not
completed in the allowed time, it terminates and the software sends a time-out notification to
the mailing list specified at the time that you submitted the job. By default, the Maximum
Allowed Time is not specified, and the job runs without any time limit. To specify a
Maximum Allowed Time, you must first select Is TimeOut Supported.
When queue times are defined on the Configure Optional Queues dialog box, Maximum
Allowed Time displays the total of those times.

 Set a value for Maximum Allowed Time that allows enough time for each job to
execute.
 If a job is submitted on a pipe queue but is executed on a different queue, the
Maximum Allowed Time for the job is read from the submitted pipe queue.
Is TimeOut Supported
Enables Maximum Allowed Time functionality. This option is not selected by default.
You can create custom batch jobs. For more information, see Creating and
Scheduling Custom Batch Jobs in the Smart 3D Reference Data Guide.

Making Other Batch Servers Available

You can run batch jobs on other computers that are running Intergraph Smart Batch Services by
using pipe queues:
1. Create Pipe Queues in Intergraph Batch Manager. For details, see Batch Manager help.
2. Define different server destinations in piped queue destination tab. The format for giving
destinations is “\\ServerName\BatchQueueName”.
3. In Project Management, configure queues for jobs with pipe queues. For more information,
see Configure Queues for Jobs (page 179) in the Intergraph Smart 3D Installation Guide.
4. When a user submits a job to a pipe queue, the job is automatically routed to and run on the
destination batch server.
Make sure you install Smart 3D on the computer with Batch Services, and that
destination batch queues are available on batch server.

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Configuring the Batch Services Server for Microsoft

Office 365
When using Batch Services with Microsoft Office 365 applications, you must perform the
following steps to configure the batch server.
1. Log on with an account that has administrator privileges, and then open a command prompt.
2. For a 32-bit Microsoft Office 365 installation, type mmc comexp.msc /32 in the command
prompt window, and then press ENTER.
-OR-
For a 64-bit Microsoft Office 365 installation, type dcomcnfg in the command prompt
window, and then press ENTER.
The software opens the Component Services window.
3. Expand the Component Services node under the Console Root, and then expand the
Computers and My Computer nodes.

4. Expand the DCOM Config node, and then scroll down to the list of Microsoft applications.
5. Right-click the application to run through Batch Services (for example, Excel), and then
select Properties.

The software opens the Properties dialog box for the selected application.
6. Select the Identify tab, and specify the user account to use for running the application:
If batch jobs must be submitted to the batch server while a user is logged into the batch
server machine, select The interactive user. This setting forces Batch Services to open

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Excel as the currently logged-in user.

-OR-
If batch jobs must be submitted to the batch server while no one is logged into the batch
server machine, select This user, and provide the appropriate user name and password
credentials. This setting forces Batch Services to open Excel as the specified user.

7. Click OK.
8. Repeat steps 5-7 for any additional Office 365 applications using Batch Services, such as
Access or Word.
9. When finished, reboot the batch server machine.

Configuring the Batch Services Server for Drawings

Tasks
1. In the folder [Smart 3D Installation folder]\Core\Container\Bin\Assemblies\Release\, run
ConfigureDrawingsBatch.exe.
2. Click Yes, and then click OK.
-OR-
At a command prompt, type [Smart 3D Installation
folder]\Core\Container\Bin\Assemblies\Release\ConfigureDrawingsBatch
.exe silentmode and press ENTER.
The software runs the command without displaying any message boxes. Error messages
are written to the SP3DErrors.log file.

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 The silentmode optional command-line argument allows you to run

ConfigureDrawingsBatch.exe as a batch script.
 ConfigureDrawingsBatch.exe returns an exit state. Possible exit states are:

Exit State Description

0 Success

1 Failure

2 You must be logged in as Administrator

3 Operation cancelled by the user

4 The batch server did not find an account mapping entry. For
information about account mapping, see Configure Account
Mappings (page 175)

5 Intergraph Batch Services is not installed. For installation

information, see Installing Intergraph Batch Services (page
172)

6 Microsoft Excel is not installed. For installation information,

see Install Microsoft Office (page 80)

7 The software encountered a problem during registry

modification

 The printer name on the client computer must match the printer name on the batch server.
 Every mapped account must open Microsoft Excel once on every batch server.
 Microsoft Excel must have the same security settings that are necessary for interactive
updates. Excel must be configured correctly for every IBS-mapped account on the batch
server.
 You must add the following entries to the system path for 3D model data documents to
update:
 [Product Folder]\Core\Runtime
 [Product Folder]\GeometryTopology\Runtime
 You must run the ConfigureDrawingsBatch utility each time you change mapped account
settings.
 If you are running 64-bit drawings batch services and Oracle, you must install the 64-bit
Oracle client on the computer running the batch services.
 If you are running batch services with Microsoft Office 365 applications, the batch server
requires additional configuration. For more information, see Configuring the Batch Services
Server for Microsoft Office 365 (page 181).

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 Batch Services

Batch Processing - Intergraph Smart Batch Services

With batch processing, you can update, print, or refresh your documents without dedicating your
computer to the operation.

Drawings Batch Dialog (page 184)

What do you want to do?
 Add Actions to Queue (page 186)
 Create a Template (page 187)

Drawings Batch Dialog

Updates, prints, and refreshes document batch jobs without requiring a dedicated computer for
the operation.
Available Actions
Lists the actions that you can perform within a batch job. The actions available are based on
permissions and document type.
Refresh
Refreshes documents on a batch queue.
Full Update
Updates all drawings regardless of the status of the documents, changes to the model,
view styles, or graphic rules changes.
Update
Updates documents on a batch queue.
For reports, embedded reports, and SPRDirect documents, the software only
updates a document if it is in Out Of Date state. The software does not consider any
changes made to the model, view styles, or graphic rules.
Save As
Specifies the file format to which to save Smart 3D drawings.
Print
Schedules a document to be printed from a batch queue.
Actions to Queue
Lists the actions that are performed in the batch job.

Remove
Removes an action from the queue.
Clear
Removes all actions from the queue.
Action Options

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 Batch Services

Defines the parameters of an action. The displayed options depend on the selected action.
Template Name
Saves print settings as a template. Type a name in the box, and click Save Settings as
Template. While optional, creating a new template is a quick method to submit a batch
job with the specified options.
Save Settings as Template
Creates a user-parameterized action.
Delete
Removes a template from Available Actions. This option is available only on user-
created templates.
Save As
Opens the Save As Dialog.
In the Output Folder field, select a shared folder through its UNC path. A
UNC path has the general form of \\server\share.
Print
Printer
Displays all printers configured on the client computer. The name of the printer on
the batch queue must match for the print to be successful.
Copies
Specifies the number of copies to print.
Black and White
Prints a black and white drawing, if checked.
Orientation
Indicates the orientation of the printed output. Select Portrait or Landscape.
Paper Size
Displays the paper sizes supported by the selected printer.
Use 64-bit if available
Updates drawings with 64-bit processes. This option is only available for Update actions
performed on composed drawings.
If you select Use 64-bit if available and run Update on a folder component
containing composed drawings and other drawing types, the composed drawings are
updated with 64-bit processes. All other drawings are updated with 32-bit processes.
Schedule
Creates the job and opens the Schedule Batch dialog box.
If you click Schedule with no actions in Actions to Queue, you receive a
message, and the dialog box remains open.

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Add Actions to Queue

You can set up batch jobs for a single document or for multiple documents.

Single document
1. Right-click a single drawing either in the Detail View or in the Drawing Console, and select
Batch.

2. Select the action, and click Add to move it into Actions to Queue.

 You can add actions to the queue in any order, but the software processes the actions
in the following order: Refresh, Update, and then all other actions. If you add Update but
you do not add Refresh, Update is the first action processed.
 For reports, embedded reports, and SmartPlant Review Direct documents, the software
only updates a document if it is in Out Of Date state. The software does not consider
any changes made to the model, view styles, or graphic rules.
 You can only add one Save As action to the queue.
3. Define any action options. See Batch Processing - Intergraph Smart Batch Services (page
184).
4. Click Schedule to create the job and open the Schedule Batch dialog.

Multiple documents
1. Do one of the following:
a. Right-click a set of multi-selected documents or components in the Detail View, and
select Batch.
b. Right-click a component in the Management Console, Detail View, or Drawing Console,
and select Batch.

2. Select the action, and click Add to move it into Actions to Queue.

 You can add actions to the queue in any order, but the software processes the actions
in the following order: Refresh, Update, and then all other actions. If you add Update but
you do not add Refresh, Update is the first action processed.
 For reports, embedded reports, and SmartPlant Review Direct documents, the software
only updates a document if it is in Out Of Date state. The software does not consider
any changes made to the model, view styles, or graphic rules.
 You can only add one Save As action to the queue.
3. Define any action options. See Batch Processing - Intergraph Smart Batch Services (page
184).
4. Click Schedule to create the job and open the Schedule Batch dialog.

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Create a Template
Templates are user-parameterized actions that are saved in the session file and available for
future batch jobs. You can only create templates based on the Print action.
Create a new template:

1. Select the Print action on the Drawings Batch Dialog (page 184), and click Add to move
it to Actions to Queue.
2. In Action Options, make the necessary changes to the action.
3. Type a new Template Name for the action.
4. Click Save Settings As Template.
Delete a template:
1. Select the template to delete.
2. In Action Options, click Delete.

Schedule [Task] Dialog

Queue
Displays the name of the queues configured by an administrator for the job. See Configure
Queues for Jobs Command.
Run job
Sets the frequency with which the job runs. Jobs can be scheduled to run once or on a
regular interval (daily, weekly, or monthly). Depending on the job frequency selected,
additional controls display. These controls allow you to define more specific scheduling
information. The scheduling controls can be changed only at job submission.
Run on
Sets the time to start running the job.
Options
Opens the Optional Schedule Properties Dialog (page 188) that you can use to define a
start and end date.
Run on box
Contains a calendar from which you can select the run date. This option is available when
you select Once from Run job.
Every X days
Specifies how many days pass between job runs. This option is available when you select
Daily from Run job.
Every X weeks
Specifies how many weeks pass between job runs. In addition, you can select on which
days the job runs. This option is available when you select Weekly from Run job.
Day X of the month

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 Batch Services

Specifies on which day of the month the job runs. This option is available when you select
Monthly from Run job.
The X Y of the month
Specifies on which day of the month the job runs. For example, you can select the last
Monday of the month. This option is available when you select Monthly from Run job.
Job Start
Notifies you when the job starts, if Outlook is set up.
Job Completion
Notifies when the job completes, if Outlook is set up.
Job Abort
Notifies you if the job aborts, if Outlook is set up.
Address Book
Selects the name of the person to be notified by e-mail of the job status, if Outlook is set up.
If Outlook is not available, this option does not work. You can also type the address
manually. The person you define here receives an email with the job log files after the job
finishes.

 The Batch Services SMTP option must be configured on the batch server for this to work.
See Intergraph Batch Services Help.
 The WinZip application is no longer required on the batch server to compress any emailed
attachments. Compression is now done with functionality included in Smart 3D.

Optional Schedule Properties Dialog

Provides more options on the Schedule Backup Dialog. This dialog opens when you click
Options.
Start date
Sets an optional start date.
End date
Sets an optional end date, if checked.

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SECTION 11

Board Management Service

Board Management is a separate software process that runs directly on the Model database.
The board management process can be run on any workstation. For large projects, you can also
run Board Management as a service on a separate computer, including a computer that is
running other services.
You can run board management on any computer on which the Smart 3D Workstation software
has been installed. Click Tools > Board Management Service in the Structural Detailing task of
Smart 3D to set up and run the block assignment process.
Tools > Board Management Service determines structural part and seam symmetry about the
center plane.
 Naming rules can consider symmetry information. For example, you can include a suffix
indicating the symmetry property value for parts. Naming rules can also sort parts within a
block by the symmetry value before assigning a part name index.
 The board property can be used in the nesting and cutting processes by possibly nesting
and then cutting symmetrical parts at the same time, or nesting the symmetrical parts on the
same raw material stock if the parts are in the same block. The Board Management Service
determines if parts are symmetrically similar. Structural Manufacturing determines if the
parts are symmetrically identical for manufacturing purposes.
 Unfolding algorithms use seam symmetry information when they calculate shapes for plates
that cross the centerline.
 Some assembly planning tasks use the board property to automate creating and
maintenance of assembly hierarchies for symmetrical parts.
 Reports include part symmetry information.
 Seam board information supports shell expansion drawing requirements. The shell
expansion drawing for the entire ship displays and labels both port and starboard shell
seams in one view.
 You can choose to manually override board management review for an object. If you choose
this option, then board management disregards the object for subsequent review.
Whether you choose to run the Board Management service periodically or continuously depends
upon your processes and workflow. If you need to see the symmetry immediately, then running
this process continuously on a remote server may best suite your needs. If you do not need
immediate results, then you can run it periodically on your local computer at times that best fit
your workflow.
This property affects how Smart 3D names parts. It also affects how the parts are
handled in Planning and Structural Manufacturing. Because of this, we recommend that you run
the Board Management service before you generate drawings, bills of materials, or
manufacturing output.
Board Management Service Console
See Also
Smart 3D Workstation Recommendations (page 17)

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Run the board management service

1. Click Tools > Board Management Service.
Specify the seam types to include.
2. Specify the filters to include.
3. If necessary, reset the start date and time.
4. Click Start.

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Block Assignment Service

Block Assignment is a separate software process that runs directly on the Model database. The
block assignment process can be run on any workstation. For large projects, you can also run
block assignment as a service on a separate computer, including a computer that is running
other services. For more information, see Smart 3D Hardware and Software Recommendations
(page 15).
You can run block assignment on any computer on which Smart 3D Workstation software has
been installed. Click Tools > Assembly Arrangements > Block Assignment (page 191) in the
Planning task of Smart 3D to set up and run the block assignment process.

Block Assignment
The block assignment process assigns and reassigns parts to blocks. When the process is
activated, the software automatically and continuously queries the database for new and
modified parts to assign and reassign to a block.
You can also specify which types of parts should be processed and how they should be
processed.
For the block assignment process to run automatically and continuously, a dedicated server or
workstation computer is required. If a dedicated computer is available, you can initiate the block
assignment process manually at regular intervals.

Initial Block Assignment of Parts

The purpose of Block Assignment is to take the first cut at where parts fall in the construction
planning process. When the block assignment process is running, the software assigns a new
part to a block based on the spatial location of the part and the spatial definition of the block.
Parts are assigned to blocks at the deepest level possible in the assembly hierarchy within
which the part is fully contained. If the part intersects with lower-level blocks and is within an
overlap factor assigned in the rules, the part is assigned to the appropriate block. For example, if
the overlap factor is 0.8, and at least 80% of a part is within a block, the part is assigned to that
block. Otherwise, the software places the part on the list of intersections for the involved blocks
and block cutting planes. Only parts that are in working status are considered by Block
Assignment.
Each level of the hierarchy contains its own UnAssigned Parts folder. When parts are assigned
to blocks, those parts are placed in the UnAssigned Parts folder for that level until they are
assigned. In a completely planned ship, most parts will be ultimately assigned to assemblies that
are children of the blocks.
After you manually assign a part to an assembly within or directly under the block, outside of the
UnAssigned Parts folder, the part falls out of the domain of the assignment process. However,
as long as the parts remain in the UnAssigned Parts folder, the block assignment process will
reprocess them whenever a part or block is modified.

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Modification of Parts
Whenever you modify a part in the UnAssigned Parts folder and an intersection with a block
boundary occurs, the software places the part on the list of intersections and sets its status as
Assigned to the block from which it originated.
When you modify a part that exists outside of the UnAssigned Parts folder, the assembly
hierarchy is left unchanged. If an intersection with a block boundary occurs, the software places
the part on the list of intersections and displays its status as Assigned. If you modify a part and
as a result it is fully contained within a new parent block, the software considers the part as new
and leaves it in the UnAssigned Parts folder.

Creation and Modification of Blocks

When you create or modify blocks, the block assignment process checks the parts in the
UnAssigned Parts folder to determine whether a part can be moved to another block or listed
as an intersecting part.
When parts have been assigned to assemblies, defining or modifying a block boundary is more
complicated. Consequently, we recommend that as much of the designed building method be
preserved as possible. Defining or moving block boundaries removes disassociated parts,
assemblies, and part of assemblies from the block in which they were originally assigned during
the initial design of the assembly hierarchy.
To preserve the design decisions documented in the assembly hierarchy, the block assignment
process only moves parts to the block in which fully contained and duplicate parts of the
assembly hierarchy are represented in the original block. The duplication includes the assigned
assembly properties. If the duplication involves a whole branch of the assembly hierarchy, that
branch is deleted from the original block. In the following illustration, Block B1 is reduced in size
by the modification of a block cutting plane. The neighboring block, Block B2, is increased in
size by the operation. Parts are moved and assembly A1.2 is duplicated to block B2:

If a part intersects with the block boundary between previously well-known blocks (block cutting
plane modification), the part is left in the block from where it originated, and the status in the list
of intersections is set as Assigned in that block. If the part intersects with one or two blocks that
were previously unrelated, the software places the parts in the UnAssigned Parts folder of the
parent block and lists them among the intersecting parts for the involved blocks or block cutting
planes. Assemblies that are emptied of parts are deleted.

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You can set a percentage tolerance to assign a part to a block that contains the
greater portion of the part. When part that is inside a block has a percentage volume greater
than the specified tolerance, it is assigned to this block. For information on how to set tolerance,
see Planning Reference Data Guide.

Scheduling Block Assignment with Batch Services

Planning allows you to schedule some tasks during nonproductive hours, for example, nights or
weekends, using Intergraph Batch Services.
For more information about Intergraph Batch Services, see the Batch Services User's
Guide and the Batch Services Quick Start Guide.

Block Assignment Dialog (page 194)

What do you want to do?
 Work with assembly arrangements

Stop the block assignment process

1. Click Tools > Assembly Arrangements > Block Assignment (page 191).
2. Click Stop to stop the block assignment process.
3. Click Close to close the dialog box.
You must have read and write permissions to the model database to start and stop
the block assignment process. For more information about access permissions, see your Smart
3D administrator.

Start the block assignment process

1. Click Tools > Assembly Arrangements > Block Assignment (page 191) to display the
Block Assignment Dialog (page 194).
2. Select the part location: Database or Workspace.
3. In the Part selection box, select how you want the parts processed: By Time, By Block or
By Filter.
 If you select By Time, set the Query range options:
i. Select Resume automatic query to resume the previous block assignment process
that was halted.
ii. Select User-defined query range and type the start date and time and end date
and time in the appropriate fields.
iii. Define the Number of grace minutes.
 If you select By Block, click in the Block box and navigate to the appropriate block.
Select Show only delayed blocks to process blocks that were delayed during split,
merge, and cutting surface modification operations.
 If you select By Filter, click in the Filter box and navigate to the appropriate filter.

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4. Click Start to activate the block assignment process.

5. Select Run in background to close the dialog box.
You must have read and write permissions to the model database to start and stop
the block assignment process. For more information about access permissions, see your Smart
3D administrator.

Block Assignment Dialog

Allows you to start and stop the block assignment process and specify on which server the
process is to run.

General Tab (Block Assignment Dialog)

Only users with read and write permissions to the model database can modify block
assignment process settings. For more information about access permissions, see your Smart
3D administrator.
Server name
Specifies, via the Browse button, the server where the database assignment of parts to
blocks is to be done for the identified Ship Class.
Running block assignment on the same database on two servers can
cause database corruption. If the process was previously run or is currently running on
another server, the software displays a message informing you of the name of the server.
Before selecting another server, you must verify that the block assignment is not running.
Part selection
Provides options for selecting a part from a Database or a Workspace. Select Database to
run block assignment as a continuous process, and select Workspace to run the process
for a specific area.
By Time - After selecting By Time and Database or Workspace, type the User-defined
query range time in the From box and the To box. You can also set the Number of grace
minutes.
By Block - After selecting By Block and Database or Workspace, click in the Block box to
select the appropriate block from the Select Assembly dialog box. The Block box only
appears if you have selected By Block. A message opens when the process completes,
instructing you to refresh the workspace to see the results.
By Filter - After selecting By Filter and Database or Workspace, click in the Filter box to
select the appropriate block from the Select Filter dialog box. The Filter box only appears if
you have selected By Filter.
Resume automatic query
Resumes the previous process that was halted.
User-defined query range
Allows you to type in a user-defined date and time.
From - Allows you to set the start date and time of the query range.
To - Allows you to set the end date and time of the query range.

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Number of grace minutes

Type a delay period before the software will look for new or modified parts. By specifying a
delay, or grace period, for the part assignment, you are more likely to complete any
modifications before the software tries to process the part. For example, often an object is
created and then immediately modified. If block assignment is running in the background,
the process could immediately find a new or modified part and process it. Meanwhile, you
may have also selected the part for modification, but your changes will likely be lost because
of the assignment update.
Current search range from
Displays the start date and time of the current range. The date/time readout is continuously
updated and is read-only.
Current search range to
Displays the end date and time of the current range. The date/time readout is continuously
updated and is read-only.
Found parts awaiting assignment
Specifies the number of parts found by the block assignment process within the current
search range and that are yet to be assigned. This data is continuously updated and is read-
only.
Total number of parts processed
Displays the number of parts processed. This data is continuously updated and is read-only.
Number of parts processed in grace period
Displays the number of parts processed during the grace period. This data is continuously
updated and is read-only.
Estimated Remaining Time for Assignment
Displays how long the process is expected to continue. This data is continuously updated
and is read-only.
Run In Background
Accepts the changes and the block assignment process continues to run in the background.
Submit Job
Opens the Schedule [Task] dialog box, which is used to define the batch settings for block
assignment using Intergraph Batch Services. For more information about the batch settings,
see Schedule [Task] Dialog (page 187).
Start
Starts the block assignment process as a continuous process on the specified server.
Stop
Stops the block assignment process on the specified server.
Close
Accepts the changes and closes the dialog box.

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Configuration Tab (Block Assignment Dialog)

Displays the creation, modification, and status information about an object.
Model
Displays the name of the model. You cannot change this value.
Permission Group
Specifies the permission group to which the object belongs. You can select another
permission group, if needed. Permission groups are created in the Project Management
task.
Created
Displays the date and time that the object was created.
Created by
Displays the user name of the person who created the object.
Modified
Displays the date and time when the object was modified.
Modified by
Displays the user name of the person who modified the object.
Start
Starts the block assignment process as a continuous process on the specified server.
Stop
Stops the block assignment process on the specified server.
Close
Accepts the changes and closes the dialog box. This button is only available after opening
the Block Assignment dialog box when block assignment is already started.

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Getting Started
This section discusses how to map individual workstation computers to the server databases,
start the software, and begin performing various tasks in the software environment.
You must create the seven databases before running the software. For
additional information, refer to the section entitled Create Databases (page 117).

In This Section
Update Site Database Name and Path ......................................... 197
Open Smart 3D .............................................................................. 199
Configure Your Tasks .................................................................... 199
Define Your Workspace ................................................................. 200
Save Session Files ........................................................................ 205

Update Site Database Name and Path

Before starting the client software for the first time, you must point to the database server and
site database that you want to use.

SQL Server Databases

1. Select Start > All Programs (All Apps for Windows 10) > Intergraph Smart 3D >
Database Tools (Windows 7 only) > Modify Database and Schema Location.
2. Select SQL Server as the database type.

3. In the Site database server box, type the name of the server on which the Site database
resides or select it from the drop-down list of recently used Site database servers.
4. In the Site database name box, type the name of the Site database or select it from the
drop-down list of recently used Site databases.

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5. The Site schema server box value is set when you specify the Site database server and
Site database name.
6. The Site schema name box value is set when you specify the Site database server and
Site database name.
If SQL is not installed locally, you can get the names from your database
administrator.
7. Click OK.

Oracle Databases
1. Open the Modify Database and Schema Location utility.
2. In the Database type list, select Oracle.

3. In the Oracle service name box, type the name of the Oracle net service for the Site
database connection or select it from the drop-down list of recently used Oracle service
names.
4. In the Site database name box, type the name of the Site database or select it from the
drop-down list of recently used Site databases.
5. The Oracle service name box value is set when you specify the Oracle net service and Site
database name.
6. In the Site schema name box value is set when you specify the Oracle net service and Site
database name.
7. Click OK.
The first time you run the software after installing it, the software prompts you for the
Site database name and sets the Site database name and path automatically.
See Also
Getting Started (page 197)

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Open Smart 3D
When you work on your model in Smart 3D, you use a session that allows you to save certain
settings, such as window size, layout, and view orientation from one work session to the next.
If you have a previously saved session, you can double-click the session file to open Smart 3D.
The software loads your data from the last session, and then you can click Refresh Workspace
to update all views with the most current information from the database.
If a session if not available, you can open Smart 3D from the operating system menu. The
software then asks you to choose a template to create a new session.
A user who is a member of the Windows Administrators group on the
workstation computer must start the software once on the workstation computer before a user
without administrative privileges can successfully start the software.
The following procedure shows the steps to open Smart 3D from the operating system menu.
1. Click Start > All Programs > Intergraph Smart 3D > Smart 3D.
2. Select one of the templates on the New dialog box.
A template is a standard Workspace file. You use a template as a pattern to
assemble the parameters that you want for a new work session. Two standard templates
are delivered with the software: English Units and Metric Units.
3. Click OK.
After you open Smart 3D, you can use commands on the File menu to create new
sessions, open previous sessions, save sessions, and close sessions. For more information,
refer to the online documentation for the Common task or the Common User's Guide available
from Help > Printable Guides command in the software.
See Also
Getting Started (page 197)

Configure Your Tasks

Common operations within the various tasks of Smart 3D are performed the same way.
Therefore, the Common task refers to the functions shared with other tasks and identifies the
commands required to accomplish these functions.
The Common task allows you to define a workspace, as well as perform common operations on
that workspace. The workspace represents the portion of the plant data that you need to
perform your intended task. The session includes the view settings for user modeling, as well as
your personal filters for viewing the data. Many other tasks on the Tasks menu are not available
until you have defined your workspace.
After defining your workspace, you can use the Tasks menu to move between the various
design tasks. You can perform specified functions, depending on your access permissions. After
you select a task, the interface and available functionality is displayed. Some of the commands
and functionality are unique to the particular task. For example, some commands for the Piping
task are not available in the Equipment and Furnishings task. However, most of the Common
task commands are available in all the various design tasks. You use the Common task
commands and functionality the same way regardless of the active task. For example, the
commands that appear on the View and File menus function the same way in every task.

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To use the tasks available in Smart 3D, you must configure them for your session. After you
configure the tasks that you want to use, you must then define your workspace. After you define
your workspace and configure your task list, you can save your session file.
1. In Smart 3D, click Tasks > Configure Task List.
2. On the Configure Task List dialog box, select each task in the list that you want to add to
the menu from the Available task environments list.
You can select multiple tasks by dragging down the list or holding Shift and
dragging.
3. Click Add.
4. Click OK.

 You must perform the above procedure only once for your session file. The software
remembers the tasks when you re-open the session file.
 For detailed information regarding how to configure tasks in Smart 3D, refer to the online
documentation for the Common task.

Define Your Workspace

When you begin to work in a task, you must first define the content of the workspace, that is, the
items with which you want to begin working. By defining only those items that you want from the
database, you avoid cluttering the workspace with unneeded and unrelated items.
Select the items for your workspace by using a filter. The filter is a query that retrieves from the
database only those items that you specify in the filter criteria.
Defining a workspace also allows you to create and name filters that restrict the data of the
entire model into more manageable subsets for working.
The workspace contents that you define appear in the Workspace Explorer (WSE) in a
classification hierarchy that reflects the various relationships for the design objects. The
contents represent the current items loaded from the database into the active workspace.

Define Workspace Dialog

Defines the workspace content using:
 The model in which you want to do your work.
 A filter to retrieve objects for display in the workspace. See Select by Filter Command in the
Common Help.
 A role which applies additional filter criteria. The filter excludes from the workspace objects
not required by your functional discipline.
Plant/Ship/MHE
Provides a list of the model databases for your site. Choose a model to work in from those
listed in this box. If your site only has one Model database, then the software lists only one
name. When you create a new Model database, it is added to the list. If you have multiple
sites, only the models associated with the active site appear in the list.

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Filter
Displays a maximum of ten of the last filters selected for the workspace. This box is blank if
no filters were previously defined and used.
Select More to open the Select Filter Dialog. This dialog displays a tree view of other filters
you can select. The Create New Filter option opens the Filter Properties Dialog where you
can create a new filter. The software places the resulting new filter in the My Filters folder.
The software then returns to the Define Workspace dialog where the new filter name is
displayed. If your permissions include edit privileges, the Define Workspace dialog also
allows you to rename or delete filters and edit filter properties.
Properties
Displays the Filter Properties Dialog that provides tabs of optional properties for the selected
filter, or query criteria, you can select and apply to your filter. The System, Assembly, and
Named Space tabs allow you to select large groups of objects in the database. If you want
a more restricted selection, choose a tab such as Permission Group or Object Type. The
Permission Group tab properties limit the selection to only those objects in a designated
group. The Object Type tab displays a tree view of all objects in the system. The objects
are organized primarily by the task where you created them. Using this tab restricts your
selection to only those objects of the selected types.
Role
Provides a list of user roles that you can select for the workspace. You can define roles to
suit the type of work you are performing, to reduce the number of model objects loaded into
the workspace, to improve performance, and to load the optimal objects in your workspace.
Reducing the number of objects loaded into the workspace improves performance by using
less memory, reducing network traffic, and speeding workspace definition and refresh.
Each role defines a specific set of disciplines (class object types) and related subclass
object types. If you select a role, only the object types defined for the role and meeting
criteria of the selected Filter display in the workspace. Delivered roles include:
 None
 Civil Designer
 Electrical Designer
 Equipment Designer
 Hanger & Support Designer
 HVAC Designer
 Piping Designer (Aboveground)
 Piping Designer (Underground)
 Ship Early Designer
 Ship Detail Designer
 Ship Production Designer
 Structural Designer
 Plant Reviewer
 Ship Reviewer

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Roles and their included object classes and subclasses are defined in the
OptimizationForRole.xml file in the [Reference Data Folder]\SharedContent\XML folder. If
the file is missing, the Define Workspace Dialog (page 200) does not display the Role box.
Your administrator can customize OptimizationForRole.xml. See Define roles (page 202).

 If you switch to a different task, you can also redefine your workspace to a new role to
suit the new task. For example, if you change from Tasks > Piping to Tasks > HVAC,
you can change Role from Piping Designer (Aboveground) to HVAC Designer.
 If you frequently switch tasks, your administrator can create a new role that includes
objects for all used tasks.
 You can also save role-specific session files. See Learn about managing sessions in the
Common Help.

 The shortcut keys for the Define Workspace command are CTRL+W.
 You can also access the Select Filter Dialog by clickingTools > Select by Filter.
 Before loading the query results to your workspace, the software determines whether your
computer has enough virtual memory to contain the results. If you do not have adequate
memory available, the software displays a warning that your workspace size is likely to
exceed the available memory of your computer. You can continue by clicking Yes. If you
click No, the query load stops, and the Define Workspace dialog returns so that you can
redefine your search criteria.

Define roles
The list of roles for selection in the Role box in the Define Workspace dialog box of File >
Define Workspace is defined in the OptimizationForRole.xml file in the [Reference Data
Folder]\SharedContent\XML folder. Your administrator can customize OptimizationForRole.xml.

Roles XML Format

<Smart3D>
<Role Name="" StyleSet="" Version="">
<Discipline ClassName=""/>
<Discipline ClassName="">
<Node ClassName=""/>
<Node ClassName="">
<Node ClassName="">
</Node>
</Discipline>
</Role>
</Smart3D>
The XML format defines three criteria in a hierarchy:
1. Role - The optimization category.
<Role Name=" " StyleSet=" " Version=" ">
Name - Defines the role name that displays in the Define Workspace dialog box Role list.

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StyleSet - Defines the set of project colors and symbols (styles) used to display objects
defined by the role.
The StyleSet names in OptimizationForRole.xml are placeholder values and
have no effect on object styles. Style sets work with color configurations defined in the
Project Management task, but no color configurations for role style sets are delivered with
the software. Style sets require additional filtering of objects and can affect performance. For
more information, see Default Color Configuration Dialog Box in the Project Management
Help. Contact customer support if you want to create style sets for roles.
2. Discipline - The top level of the object class to include in the role.
Use this format when you want to include all subclasses of the object class:
<Discipline ClassName=" "/>
Use this format when you are also defining specific subclasses:
<Discipline ClassName=" ">...</Discipline>
3. Node - Individual subclasses to include under the object class. Use Node when you do not
want to include all subclasses.
Use this format when you want to include all subclasses of the subclass:
<Node ClassName=" "/>
Use this format when you are also defining specific subclasses of the subclass:
<Node ClassName=" ">...</Node>

 The ClassName attribute defines an object class or subclass name as it displays in the
object hierarchy used in Smart 3D. You can see a tree view of the object hierarchy in the
Object Type tab of the Filter Properties Dialog Box.
 The software supports the nesting of three levels of Node classes.
 Roles applied to filters that include referenced files or referenced 3D files must include the
specific reference classes to populate the Workspace Explorer tree view. If these classes
are missing from the role definition, references are added by the filter but the Workspace
Explorer cannot be populated. Examples include:
<Discipline ClassName="Reference 3d File"/>
<Discipline ClassName="Referenced File"/>
You can see all reference class names in the object hierarchy.
 The discipline and node names must match those defined in the Smart 3D object hierarchy.
If in any of these names do not match an existing classification, an error message displays
when the role filter is loaded. The software excludes the node in error from the workspace.

Example Roles
<?xml version="1.0" encoding="windows-1252" ?>
<Smart3D>
<Role Name="Electrical Designer" StyleSet="Electrical"
Version="1.0">
<Discipline ClassName="Cableway">
<Node ClassName="Cableway Features"/>

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<Node ClassName="Cableways"/>
</Discipline>
<Discipline ClassName="Cabling">
<Node ClassName="Cable Features"/>
<Node ClassName="Cable Marker"/>
<Node ClassName="Cable Runs"/>
</Discipline>
<Discipline ClassName="Equipment and Furnishing">
<Node ClassName="Equipment">
<Node ClassName="Equipment A"/>
</Node>
</Discipline>
<Discipline ClassName="Supports"/>
</Role>
<Role Name="Equipment Designer" StyleSet = "Equipment" Version =
"1.0">
<Discipline ClassName="Equipment and Furnishing" />
<Discipline ClassName="Grid Systems"/>
<Discipline ClassName="Structure">
<Node ClassName="Equipment Foundations"/>
<Node ClassName="Members"/>
<Node ClassName="Slabs"/>
<Node ClassName="Walls"/>
</Discipline>
</Smart3D>
In the above example, two roles are defined:

Role Discipline Object Types

Electrical Designer Cableway Cableway Features

Cableways

Cabling Cable Features

Cable Marker
Cable Runs

Equipment and Furnishing Equipment

Equipment A

Hangers and Supports Supports

Equipment Designer Equipment and Furnishing All Equipment and Furnishing objects

Grid Systems All Grid objects

Structure Equipment Foundations

Members
Slabs
Walls

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 Getting Started

Defining your Workspace

1. If you are not already in the Common task, click Tasks > Common.
2. Click File > Define Workspace.
3. Select the name of the model database that you want.
4. Select Create New Filter in the Filter box.
5. On the New Filter Properties dialog box, type a name for the new filter in the Name box.
6. Specify the filter search properties by using one or more of the displayed tabs.
7. Click OK to close the New Filter Properties dialog box.
8. Click OK to return to the model.

 After the Define Workspace dialog box closes, the window refreshes. After the refresh is
complete, the Common window is active. Everything in the Tasks menu is now available.
 For more information on workspaces, sessions, and filters refer to Common Help.

Save Session Files

After you define your workspace and configure your task list, you can save your session file.
1. Click File > Save.
2. Browse to the folder location where you want to store your session file, such as your
Desktop.
3. On the Save As dialog box, type the name of your session file in the File Name box.
4. Click Save.
For more information on saving session files, refer to the Common Help.

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Application Maintenance
You have three options for Application Maintenance for Smart 3D:
 Update - Change the selected features that were installed. Install and/or uninstall individual
features to match the new selection.
 Repair - Using the current feature set installed, repair any missing or corrupted files from
the installation.
 Uninstall - Removes registry entries, files, and directories that do not contain user data and
are not shared by other programs and were put there by the installation.
You can access Application Maintenance from Control Panel > Programs and Features >
Intergraph Smart 3D, and then click Change.
Selecting Uninstall from Programs and Features does not access the Application
Maintenance utility. The uninstall process is started automatically.

For more information on modifying, repairing, or removing the software, see Modify or Repair
Intergraph Smart 3D Software (page 206).

Modify or Repair Intergraph Smart 3D Software

You can use the Application Maintenance utility to modify, repair, or even remove the Smart
3D application. The procedure below shows how to modify or repair the application. For more
information on removing (uninstalling) the software, see Remove Smart 3D Software (page
207). You can access this dialog box by selecting Control Panel > Programs and Features,
then selecting the Intergraph Smart 3D application, and then click Change.

Modify the Currently Installed Features

You can change the selected features that were installed. Install and/or uninstall individual
features to match new selections.
1. On the Optional Features page, select the features that you want to install. For example, if
you want to create databases, click the Project Management and Server Connectivity
options.

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Before adding and removing features from the setup, review the
dependencies that can exist between one feature and another. For more information, see
Client/Workstation Setup (page 79).
2. Click Update.
3. When the installation process is complete, click Finish.

 During the setup, the %temp% value is defined as the user %temp% of the person who
runs the setup. In Windows, each user's C:\Documents and Settings\username\Local
Settings\Temp is protected from other Windows users. Consequently, you must set the
system environment variable TEMP value to a folder location where everyone has write
access (that is, C:\Temp). For more information about editing system variables, see the
Windows online documentation (click Start > Help from the Windows task bar).
 You can install the Database Interference Detection Service on a different workstation
computer. For more information, see Install Database Interference Detection Service
(page 160).

Repairing the Currently Installed Features

Using the current feature set installed, you can use the Application Maintenance utility to repair
any missing or corrupt files from the installation.
1. Click Repair dialog box.
2. On the Ready to Repair the Application dialog box, click Next to begin the repair process.

Remove Smart 3D Software

There are two ways to remove, or uninstall, the software from the computer. You can go through
the Control Panel and use Programs and Features to remove the software, or you can insert
the product DVD and select Uninstall on the Application Maintenance dialog box.
You should keep the following things in mind before removing the software:
 Remove previous versions of Smart 3D software before installing any new versions.
 The Interference Checking Server service must be stopped manually before you uninstall.
 The Duplication Synchronization Service must be stopped before you uninstall.
 You must have administrative privileges on the computer before removing the software.
Refer to Windows Help for instructions on how to establish administrative privileges.
 Before removing Smart 3D software, ensure that you have preserved all reference data
Excel files that are pertinent to your specific project. When you uninstall the software, all
files that are stored in the Smart 3D product folders are removed from your computer.

Removing the Software

1. Click Start > Control Panel.
2. Double-click Features and Programs.

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3. Select Intergraph Smart 3D or Intergraph Reference Data from the installed programs list,
depending on the product that you need to remove.
4. Click Uninstall.

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Recommendation for Database

Monitoring
This section is a recommendation for monitoring your SQL Server or Oracle databases for
Smart 3D. There are many possible hardware and software configurations that you can use to
set up your Smart 3D databases. Refer to the documentation for your components for more
information on performance and scalability issues.
See Also
Server Monitoring (page 212)

Monitoring the Databases

You can use the following guidelines for setting up and monitoring your databases. Because
there are many viable hardware and software configurations that you can use to set up the
databases, refer to the documentation for your components for more information on
performance and scalability issues.
Database administrators should continuously monitor the status of Smart 3D
databases, especially as the project grows. If you are using a Global Workshare environment,
database administrators must ensure that the replication process is functioning.
To achieve adequate performance and measurements while monitoring the system, use the
settings outlined in Set Up the Database Server.
See Also
Recommendation for Database Monitoring (page 209)
Disk Usage (page 210)
Disk I/O (page 209)

Disk I/O
Data file and log file location and sizing are critical to obtaining optimal performance. I/O is one
of the most common bottlenecks in database servers. Consequently, sizing I/O is critical to
performance.
Disk drives should not be run at more than 75% of the maximum I/O capacity.
The two types of I/O are Random I/Os and Sequential I/Os. The type of I/O determines the
number of I/Os per second that a disk drive can handle. Random I/Os require a longer time to
complete than sequential I/Os.

Random I/Os
The amount of time spent performing random I/Os is governed by the time it takes to perform
the seek operations. Since the random I/O involves requests for data on different parts of the
disk, most of the time spent in the I/O will be the seek time. If a disk drive takes 10 milliseconds
(averaging read and write), it is theoretically possible to perform 100 random seeks per second

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(1/.001 sec), excluding such things as overhead associated with the I/O bus or latencies
associated with processing the I/O. Queuing begins as you get closer to the theoretical limit of
the disk drive. As queuing occurs, the I/O latency increases and database performance begins
to suffer.
You can increase the system's random I/O capacity by spreading the data across
multiple files or install the data files on a RAID array.
Data files are mostly accessed by random I/Os.

Sequential I/Os
Because there is no seek operation involved in sequential I/O, a disk drive can handle several
hundred sequential I/Os per second without seeing increasing latencies. Therefore, using
sequential I/O whenever possible can greatly improve the performance of the disk drives.
Microsoft SQL Server and Oracle keep a log of the transactions; this log is primarily sequential
to take advantage of sequential I/Os.
In order to achieve maximum performance, the data file and log file must not
be on the same physical drive.
See Also
Recommendation for Database Monitoring (page 209)
Monitoring the Databases (page 209)
Disk Usage (page 210)

Disk Usage
Disk usage should remain under 85% of the maximum disk capacity, and the partition should not
be compressed.

Sizing the Files

With Microsoft SQL Server, a database is created by default with a data file of 1MB and a log file
of 1MB.
A database can be associated to more than one data file and more than one log file.
Both files are set to grow by 10% increments until space is no longer available on the drive.
These defaults, however, are not adequate for monitoring or for a production system. When the
data or log files are growing, the process may consume a very large amount of server resources
and slow down the interactive users or perturb the monitoring performed on the system. As a
result, we recommend that you set the size of the files to avoid automatic growth.
Set the size to the maximum anticipated size of the file. Set the growth increment to
size of the available space or 85% of the capacity of the drive.
If automatic file growth occurs, re-evaluate the situation and try to set more accurate sizes or
plan to add more capacity for your database.

Determining RAID Configuration

Use the following database activity considerations to determine the appropriate RAID
configuration for optimum performance:
 Model Database - High level of reads and writes (select, insert, update, and delete
activities).

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 Recommendation for Database Monitoring

 Catalog Database - Medium to Low level of reads and writes (select, insert, update, and
delete activities). Activities such as bulkload and copy to catalog are write activities. Both
can write a significant amount of data.
 Catalog Schema - Low level of reads and very low level of writes. Activities such as
bulkload are used to write occasionally, but the amount of data is relatively small.
 Site - Very Low level of reads and writes. While the Site is not read-only, the write activity is
limited to a maximum of several rows per week.
 Site Schema - Very Low level of reads with no writes.
 Report Database and Report Schema - Read only. They contain views that are composed
of queries mainly from the Site, Catalog, and Model Databases.
Microsoft SQL Server tempdb has a high level of read and write.
The following table is based on a Microsoft SQL Server setup and shows some reasonable
orders of magnitude for small pilots based on testing conducted by Hexagon PPM. The most
critical files for performances and monitoring are isolated on their own physical drives (the G and
H drives) while the less critical files share two drives (the E and F drives). The operating system,
SQL server and paging files are installed on their own drives.

File Initial Size Growth Increment Drive

Model data 10 GB 1 GB G

Model log 1 GB 500 MB H

Catalog data 1 GB 500 MB E

Catalog log 500 MB 100 MB F

Catalog schema data Default Default E

Catalog schema log Default Default F

Site data 50 MB 10 MB E

Site log 50 MB 10 MB F

Site schema Default Default E

Site schema log Default Default F

Report data Default Default E

Report log N/A N/A F

Temp DB data 500 MB 100 MB E

Temp DB log 1 GB 500 MB F

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 The size of your Model database log file depends on your backup strategy. For more
information about backing up your Smart 3D data, see Smart 3D Project Management.
 Tempdb size is reset to the default every time the server is re-started.
 We recommend that you have the same number of Tempdb data files as you have physical
cores on the server machine, if you have up to eight physical cores. If you have more than
eight cores, add eight data files, and only add more data files as necessary. Each data file
should have the same initial size, growth increment, and drive location as specified above.
See Also
Smart 3D Database Server Recommendations (page 16)
Recommendation for Database Monitoring (page 209)
Monitoring the Databases (page 209)
Assign System Administrator Privileges for SQL Server 2014 (page 50)

Server Monitoring
The details on how to monitor system counters and log the results to a file can be found in the
operating system documentation. Hexagon PPM assumes that the reader is already familiar with
that topic.
While doing the monitoring at Hexagon PPM, we started from a very broad selection of
counters. The analysis of these system parameters with the number of users on the system
conducted us to focus on a subset of counter found the most relevant for the scalability and
dimensioning analysis. The list of highlighted counters is not a definitive list of what should be
monitored, but the list of counters that should be watched with the closest attention. We
recommend starting from a wide selection of counters and discard later what is found not to be
pertinent.

 Testing has demonstrated that these counters can be monitored every second to analyze a
specific workflow or every 10 seconds if you plan on monitoring the system for longer times.
 A log file of the user activity should be kept in order to relate the server activity to the actions
of the user.
 You can also use the System and Configuration Analyzer tool (SCA) to monitor these
parameters. This tool can be downloaded from eCustomer.

Processor
Processor average usage should be kept under 80% for each processor. Isolated spikes over
80% are acceptable.
We recommend monitoring the following counters:
 % Processor time
 % Privileged time
 % User time
 % Interrupt time
 Interrupts per second

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 Processor queue length

 Context switches per second
Any significant discrepancy between the % Processor time and the % User
time indicates that the CPU is not available for SQL server and needs to be investigated. This
problem did not occur during testing.

Logical Disk and Physical Disks

The recommendation is to monitor the following counters for each physical drive:
 % Disk read time
 % Disk write time
 % Disk time
 % Idle time
 % Average disk queue length
 % Average disk read queue length
 % Average disk write queue length
 Disk second per read
 Disk second per write
 Disk second per transfer
 Disk read per second
 Disk write per second
 Disk transfer per second
 Disk write bytes per second
 Disk read bytes per second

Memory
 Available Mbytes
 Page fault per second
 Page read per second
 Page write per second
 Pages per second
Page fault per second needs to be monitored only to make sure the system is not
overloaded.

Network
 Byte received per second
 Byte sent per second
 Current bandwidth

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 Recommendation for Database Monitoring

 Output queue length

Record PING times between client and server to verify that the software is not being affected by
other network traffic.

Database (Microsoft SQL Server)

Buffer Manager Object
Counter to monitor:
 Buffer cache hit ratio
 Procedure cache pages
 Free pages
 Page read per second
 Stolen pages
 Page writes per second
 Free List Stalls per second
 Total pages
 Page Life expectancy
 Page reads/sec Number
 Page writes/sec Number
Buffer cache ratio should remain over 90%. During testing, the ratio has
always been in the 95-99% range.
SQL Databases Object
We recommend monitoring the following counter at least for the Tempdb, Catalog, and Model
databases. You can monitor the other Smart 3D databases as well. For performance testing, the
Tempdb database should be monitored.
 Data file size
 Log file size
 % log used
 Transaction per second
 Active transaction
The transaction per second was not found very relevant for Smart 3D because the software
executes very few transactions per second (one transaction per command normally). Also, note
that two different commands, that is, two transactions can have a very different impact on the
database. Testing has shown that the measure of how much the software "hits" the database
server is best measured with the number of batch requests per second.
SQL Statistics Object
 Batch request per second
 SQL compilation per second
 SQL re-compilation per second

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SQL Locks
 Average wait time (ms)
 Lock timeouts/second
 Lock waits/second
 Number of deadlocks per second
A certain amount of locking is to be expected because of the way SQL manages data integrity.
Excessive locking, however, can lead to blocking and needs to be analyzed in order to correct
the software. Any deadlock situation needs to be analyzed.
SQL Latches
 Average latch wait time (ms)
 Latch wait per second

Database (ORACLE)
Oracle performance counters can be monitored using the web-ui that installs with Oracle or by
using the System and Configuration Analyser tool (SCA) available from eCustomer. Please
consult Oracle documentation for details on it.
Oracle Database Counters:
 Dictionary Cache Hit Ratio – Should be > 90
 Library Cache Hit Ratio – Should be >= 99%
 DB Block Buffer Cache Hit Ratio – Should be > 90
 Log Switch Interval – Should be greater than 30 minutes
Oracle Reports:
 Automatic Database Diagnostics Monitor (ADDM) report – This report can be generated
from the Oracle Database Console or using the SCA tool available on eCustomer.
See Also
Recommendation for Database Monitoring (page 209)

Results Analysis
The classical way to analyze database activity is to analyze the activity generated by each
command (place an order, repeat order, order status, and so on) and extrapolate the response
of the system to a given load. For example, if placing an order causes one physical read on the
data file disk, the maximum number of orders that can be placed in one minute can be
computed.
Given the huge number of commands that exist in the software, this approach is not practical for
our system. Instead, the focus is placed on measuring the typical activity per interactive user for
a given environment. Getting reliable average data requires having several users working
concurrently. The data generated by a single interactive user is usually too noisy to be used.

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 Recommendation for Database Monitoring

After the data is collected for a given load, the response of the system can be extrapolated to a
higher load assuming a linear response up to a critical value. Refer to Microsoft SQL Server or
Oracle performance tuning documentation for more details.

Example
The following graphic shows some of the system parameters while two users are routing pipes
and two users are creating beams in structure:

Average CPU usage 15%

Reads per second ModelDB data 0.003

Writes per second ModelDB data 2.75

Read per second ModelDB log 0.003

Write per second ModelDB log 2.83

Reads per second C drive 0.12

Writes per second C drive 2.50

Batch per second 290

CPU
 CPU capacity = 2 (processors)  500 MHz = 1 GHz
 CPU usage per user = CPU capacity  (average CPU % used / number of users) = 1 GHz 
.15/4 users = approximately .0375 GHz per user
Therefore, for a single 1.0 GHz processor:
 Usage capacity = 1.0 GHz  .75 (critical usage percentage or usable capacity)
 Number of users = Usable capacity / CPU usage per user

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The system should support (0.75/0.0375) GHz per user = 20 users per GHz.
Model Data File
 Total physical I/O per second = 2.75 (Model DB writes) + 0.003 (Model DB reads) = 2.75
physical I/O per second for 4 users = approximately 0.69 physical I/O per second per user
 Ignoring RAID factor and taking a standard Max I/O = 70  75% = 52
Therefore, using the same disk characteristics, can support 59/0.68 = 75 users per disk.
Model Log File
 Total physical I/O per second = 2.83 (ModelDB writes) + 0.003 (ModelDB reads) = 2.83
physical I/O per second for 4 users
 Ignoring RAID factor and taking a standard Max I/O = 70  75% = 52.
Therefore, using the same disk characteristics, can support 52/0.71 = 73 users per disk.

 Testing has determined that the main hardware parameters driving the scalability of the
system are the CPU and the I/Os.
 A system different than the one used for testing purposes can lead to completely different
results. For example, if the memory is scarce, more loads are placed on the I/O system.
 Because the log file I/Os are mostly sequential, the system can achieve about 150
sequential I/Os per second per physical disk, compared with only 50 random I/Os per
second per physical disk.

Other Considerations
Interference Checking (IFC)
IFC imposes a very significant load on the database server (equivalent to several simultaneous
interactive users). We recommend turning off IFC to measure the database activity generated by
the interactive users using the design applications (piping, structure, and so on).
Reports
Some reports can put a heavy burden on the server. Hexagon PPM advises monitoring the
reports activity separately from the database activity generated by the interactive users using
design applications (piping, structure, and so on).
See Also
Recommendation for Database Monitoring (page 209)

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SECTION 16

Troubleshooting the Software

To troubleshoot the software, several of the software components provide log files that can
provide pertinent information about the software. Additionally, the software delivers a variety of
utilities as troubleshooting tools. You can locate the various log files by searching the hard drive
on your computer with *.log. You can open log files and view their contents using a text editor
such as Notepad. Log and error files are saved to your system Temp folder unless you specify
another folder.

Log Files
To enable the error log file, use Windows Explorer to navigate to [Product
Folder]\Core\Tools\Administrator\Bin and execute EnableErrorLog.exe. This utility allows you
to configure the delivery location of the log file, the file name, and four levels of logged
information.

Log Detail
Specifies the error reporting level. The higher the level, the more information is written to the
log file. We recommend that you use 1 - Normal at all times. The higher level error reporting
(2 - Detailed, 3 - Complete, and 4 - Exhaustive) slows the software performance, and is
only necessary if Customer Support (https://hexagonppm.com/ppm-support) requests
detailed log information while tracking a problem. Select 0 - Disabled to disable the error
log.

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Options
Add OS stats (cputime, memory)
Adds your operating system status (such as CPU percentage and memory usage) to each
log message. Please note that selecting this option slows down the software performance
and likely your entire system's performance. You only need to check this option at the
request of Customer Support (https://hexagonppm.com/ppm-support). It is important to
notice that if Smart 3D uses more than 2 GB of memory during execution, the OS stats
logged for each error take more than half a second to calculate. We recommend that this
option be checked only temporarily as requested by Customer Support
(https://hexagonppm.com/ppm-support) while tracking an issue.
Add stack trace to records
Adds the stack of the function registering the error. Please note that this option slows down
software performance and likely your entire system's performance.
Preserve User Settings
Saves the Log Detail value and the error log file name for just the active user. If you have
administrative privileges, you can clear this option to save the Log Detail value and error
log file name for all users on this computer.
Generate new log file name on startup
Creates a new error log file name when you restart the software. If you need to save an
existing copy of the log file, you can either check this option or rename the file before
starting the software. Clear this option to overwrite the log file each time you start the
software.
Launch memory monitor on startup
Check this option to start the Memory Monitor automatically every time Smart 3D starts. You
can also click Start Memory Monitor to manually start the Memory Monitor. For more
information, see Appendix: S3D Memory Monitor in the Smart 3D Common User's Guide.
Log File
Specifies the path and name of the log file. Alternatively, you can simply specify the folder in
which to save the log file. You can use environment variables to specify the file location. For
example, you can type "%temp%\Error.log." We recommend that you specify a location
where all users have write access; otherwise, problems associated with updating the error
log file may prevent users from receiving the correct response. For example, if you set the
log to write to UserA's Temp folder, then UserA is the only one who can create or update the
log file. Other users (with the exception of an administrator) will not have access to UserA's
Temp folder. Likewise, if you configure the software to generate the log file in a folder under
the Program Files path, only those users who belong to the Power Users or the
Administrator groups will have write access to the log file. Keep disk access privileges in
mind when you are configuring the log file.
An error log is always created. If there is not a location specified, the default location is your
Temp folder, or %TEMP%, for the process being executed. If the software crashes or completes
in another abnormal way, the error log is left on disk to help Customer Support
(https://hexagonppm.com/ppm-support) diagnose the problem that occurred. In addition, it is
possible that two more files are created: WER_SP3DErrors_<timestamp>.log and
S3DHost_<timestamp>.dmp. When contacting Customer Support
(https://hexagonppm.com/ppm-support), please also make these files available as part of your
Service Request.

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 Troubleshooting the Software

Troubleshooting Tools
You can use tools delivered with the Core to troubleshoot the software. These tools are located
in [Product Folder]\Core\Tools\Administrator\Bin.
 CrashSP3D.exe - Allows you to forcefully crash Smart 3D. This is useful when you want to
log a hang, either in a command that never completes or a command that takes a long time
to process. It can also be useful when an unexpected error dialog displays and you want to
log a Service Request for the issue. In Smart 3D, crash events are recorded in a .dmp file
and stored in the specified Temp folder. Along with the .dmp file, copies of the Errorlog and
WER_SP3DErrors.log file are also stored in the specified Temp folder, which are all useful
in determining the reason for certain problems that occur in the product. CrashSP3D.exe
allows you to crash Smart 3D to obtain a copy of the .dmp, Errorlog, and WER_SP3DErrors
file for troubleshooting purposes. When activated, CrashSP3D.exe allows you to select
which instance of Smart 3D you want to forcefully crash. Contact Customer Support
(https://hexagonppm.com/ppm-support) for more information about the options available in
this utility and when to use them.
 EnableErrorLog.exe - See above for more information.
 IMSRenderFlag.exe - Allows you to troubleshoot video card issues. Contact Customer
Support (https://hexagonppm.com/ppm-support) for more information about the options
available in this utility and when to use them.
 VersionCheck.exe - Displays the version for each task component in the software.
In addition, a tool named AppCheck.exe is available to help troubleshoot. This tool displays the
installed version of each component in the software.
For more detailed information about troubleshooting tools delivered with the software, see the
Troubleshooting Reference Guide. The guide is available from Help > Printable Guides in the
software.

User Assistance
Smart 3D user assistance makes command information available as you perform tasks. You can
access different kinds of information any time that you are running the software. This information
could include reference topics, narrative descriptions, or step-by-step instructional material.

On-line Documentation
Hexagon PPM product documentation is now available on the internet at
https://docs.hexagonppm.com.
Our new web site represents a digital transformation of our product documentation, making it
easier for you to find the content you need and interact with it, using bookmarks, providing
feedback, and creating your own custom books.
What benefits does the documentation site have for me?
 “Build-it-yourself" custom books with only the content you want—available to download as
PDFs and HTML.
 Feedback on specific topics and books from you directly to the PPM documentation team.
 Viewable documentation on any internet-connected device, including your phone.
 Bookmarks for topics you like and alerts for new content you’re interested in.

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 No waiting for a hotfix to get important documentation changes, such as frequent updates to
documentation for high-priority issues and new videos, work processes, and other content
you’ll use.
 Web site analytics to tell us what content you really use, allowing us to spend more time
updating and improving what’s important to you.

Help
Smart 3D offers a variety of ways for you to receive help on how to use the software.
A structured table of contents, an index, and full-text search capabilities provide easy access to
Help topics. You can access the table of contents by clicking Smart 3D on the Help menu.
Smart 3D Help is a complete reference tool accessible at any time the application is in use. Help
provides complete command descriptions for each toolbar button, menu command, and ribbon
in the software. It also gives step-by-step procedures for common tasks; for example, if you
need to perform a certain task, search and display the topic. You can move or resize your
application and Help windows so that they are next to each other. As such, you can follow the
procedures without having to search for the pages in the documentation.
Smart 3D Help is task-specific. For example, to view Common Help, enter the Common task,
and click Help > Smart 3D Help. To see more specific information, select one of the major
topics or perform a search on a specific topic.

Show/Hide
Show or hide the left pane of the dialog box, including the Contents, Index, and Search.
Back
Returns you to the last Help topic you viewed. This button is disabled when you reach the
first topic in the series.
Forward

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Displays the next topic in a series of related topics. This button is disabled when you reach
the last topic in the series.
Contents
Displays a hierarchical listing of the topics in the Help file.
Index
Displays an index for the Help file.
Search
Performs a full-text search on a word or phrase that you entered in the Search box.

Customer Assistance
For the latest Support Services information, see https://hexagonppm.com/ppm-support.

Common Acronyms
Acronym Meaning

2D Two-Dimensional

3D Three-Dimensional

CD Compact Disc

COM+ Component Object Model - Plus

DCOM Distributed Component Object Model

DTC Distributed Transaction Coordinator

DuSS Duplication Synchronization Service

EPC Engineering Procurement Construction

ERP Enterprise Resource Planning

FAT File Allocation Table

FEED Front-End Engineering and Design

GB Gigabyte

GHz Gigahertz

GWC Global Workshare Configuration

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IFC Interference Checking

I/O Input/Output

MB Megabyte

MHz Megahertz

MDAC Microsoft Data Access Components

MMC Microsoft Management Console

MSDTC Microsoft Distributed Transaction

Coordinator

NTFS NT File System

O&M Operations and Maintenance

P&ID Piping and Instrumentation Diagram

PPM Process, Power & Marine

RAM Random-Access Memory

ROM Read-Only Memory

RPC Remote Procedure Call

SQL Structural Query Language

SP Service Pack

SM3D SmartMarine 3D

SP3D SmartPlant 3D

TIP Transaction Internet Protocol

VB Visual Basic

XML Extensible Markup Language

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APPENDIX A

SmartPlant License Manager

Environment Variables
If you are using SmartPlant License Manager 2010, SmartPlant License Manager 2012, or a
later version, an administrator can create environment variables to customize license tracking.
These variables match the columns in the SmartPlant License Manager logging file (and journal
report).
The environment variables can be added and changed using automated scripts, custom product
launching utilities, or manually (as shown in the below example). The environment variables can
be defined at the system level or user level. If the environment variable(s) is added at both the
system and user levels, the user level takes precedence over the system level.
Any of the following variables can be defined as needed.
ProjectName
Defines the project name. There is a maximum of 50 characters.
NodeName
Defines the node name. There is a maximum of 30 characters.
If you are using a product published on a Citrix server, the node name recorded
in SmartPlant License Manager logging will be the node name of the thin client, unless the
NodeName environment variable is defined with the Citrix login.
UserNameEx
Defines the user name. There is a maximum of 50 characters.

Adding Environment Variables

The following steps are an example of how to manually add new environment variables.
1. Open Control Panel.
2. Click System.
3. Click Advanced system settings.
4. Click Environment Variables....
5. Click New... under User Variables.

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 SmartPlant License Manager Environment Variables

6. Define the new variable name and value.

Click OK to add the variable.

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Index
Configure the Name Generator Service •
A 102
Configure the Oracle Client • 90
Add Actions to Queue • 186 Configure the Piping Specification Remote
Add Firewall Exceptions on the Oracle Access Server Service • 150
Database Server • 76 Configure Windows Firewall for the Oracle
Add Principle Particular Properties for Client • 91
Marine Models • 124 Configure Your Tasks • 199
Adding Environment Variables • 224 Configuring the Batch Services Server for
Application Maintenance • 206 Drawings Tasks • 182
Assign Access Permissions for SQL • 129 Configuring the Batch Services Server for
Assign Server Permissions for SQL • 130 Microsoft Office 365 • 181
Assign System Administrator Privileges for Create a SQL Server Database Alert • 41,
SQL Server 2014 • 50 51
Assign System Administrator Privileges for Create a Template • 187
SQL Server 2016 • 40 Create Batch Services Queues • 177
Create Database Login ini File • 33
B Create Databases • 117
Batch Processing - Intergraph Smart Batch Create IFC permission group folder and
Services • 184 permission group • 163
Batch Server Sizing • 29 Create the Model and Reports Databases
Batch Services • 170 for Oracle • 133
Block Assignment • 191 Create the Model and Reports Databases
Block Assignment Dialog • 194 for SQL • 126
Block Assignment Service • 191 Create the Oracle 12c Database • 59
Board Management Service • 189 Create the Site, Catalog, and Schema
Databases for Oracle • 130
Create the Site, Catalog, and Schema
C Databases for SQL • 120
Change Database Collation • 55 Creating a Batch Queue • 177
Check database interferences • 164 Customer Assistance • 222
Citrix Installations • 98
Client/Workstation Setup • 79
Common Acronyms • 222
D
Concurrent Users • 24 Database Authentication Settings • 33
Configuration Tab (Block Assignment Database Detect Tab (Interference Server
Dialog) • 196 Settings Dialog Box) • 166
Configure Account Mappings • 175 Database Server Setup • 31
Configure for an Integrated Environment • Database Server Sizing • 27
146 Define roles • 202
Configure Interference Service properties • Define Workspace Dialog • 200
161 Define Your Workspace • 200
Configure Microsoft Distributed Transaction Defining your Workspace • 205
Coordinator • 107 Disk I/O • 209
Configure Network Shares • 110 Disk Partitioning Guidelines • 23
Configure Oracle Net Services • 66 Disk Usage • 210
Configure Queues for Jobs • 179 Drawings Batch Dialog • 184
Configure the Firewall to Allow DCOM
Communication in Windows Server • 108

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 Index

E Installation Overview • 10
Installing and Configuring Microsoft SQL
Enable Network Access in Windows Server
Server 2014 • 44
• 149
Installing and Configuring Microsoft SQL
Server 2016 • 34
F Installing and Configuring Oracle Client
File Server Sizing • 29 Software • 87
Installing and Configuring Oracle Server
Software • 56
G Installing Intergraph Batch Services • 172
General Tab (Block Assignment Dialog) • Integrating with PDS • 147
194 Integrating with SmartPlant P&ID • 148
Getting Started • 197 Integrating with SmartPlant Reference Data
Global Workshare Configuration Distribution • 156
Server Sizing • 28 Interference Checking (IFC) Server Sizing •
Granting Batch Service Privileges • 174 29
GSCADFoulCheckCmds.cSetIFCForRestar Interference Checking Setup • 157
t • 169 Interference Server Settings Dialog • 165
Internationalization • 12
I
Initialize the Oracle Database • 67 L
Initialize the Oracle Database with Minimum License Server • 30
Access Privilege • 70 License Server and Name Generator
Install and Configure Oracle Server Server Sizing • 29
Software • 58 Linking Servers • 128
Install any Required SQL Server 2014 Loading Prerequisite Software on the Client
Upgrades • 48 • 80
Install any Required SQL Server 2016 Loading Prerequisite Software on the
Upgrades • 38 Database Server • 34
Install Database Interference Detection
Service • 160
Install Microsoft .NET Framework
M
(Database Server) • 34 Making Other Batch Servers Available • 180
Install Microsoft Office • 80 Marine Workbooks • 138
Install Microsoft SQL Server 2012 Native Minimum Reference Data • 134
Client • 87 Modeling (Detail Design) Workstation Sizing
Install Microsoft SQL Server 2014 • 44 • 26
Install Microsoft SQL Server 2014 Client • Modify or Repair Intergraph Smart 3D
83 Software • 206
Install Microsoft SQL Server 2016 • 35 Monitoring the Databases • 209
Install Microsoft SQL Server 2016 Client • Move custom .dlls to SharedContent folder •
80 111
Install PDS Export Tools • 147
Install Smart 3D Client Software • 92 N
Install Smart 3D PDS Model & Data
Name Generator Service Setup • 100
Translators • 148
Install SmartPlant Schema Component •
147 O
Install the SmartPlant 3D Command Wizard Open Smart 3D • 199
• 114 Optional Schedule Properties Dialog • 188
Install the SmartPlant 3D Symbol/Part Oracle 12c Client Installation • 87
Definition Wizard • 115 Oracle 12c Server Installation • 58

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 Index

Oracle Database port assignments • 77 Stop the block assignment process • 193
Oracle Post-Installation Requirements • 73 System Administrator Workstation Sizing •
Oracle Server Configuration • 58 27

P T
Password Verification in Oracle • 75 Third-Party Integration • 11
Programming Resources Setup • 112 Troubleshooting the Software • 218
Project Size Estimates • 25
U
R Understanding Database Authentication •
Recommendation for Database Monitoring • 32
209 Update Site Database Name and Path •
Reference Data Setup • 109 197
Register Microsoft SQL Server • 39, 49 Upgrade Database Version • 144
Register the Site Database for P&ID Access Upgrade replicated databases • 144
• 155 User Assistance • 220
Remove Smart 3D Software • 207
Results Analysis • 215 V
Run the board management service • 190
Verify Automatic Startup of Microsoft SQL
Server 2014 Services • 48
S Verify Automatic Startup of Microsoft SQL
Save Session Files • 205 Server 2016 Services • 39
Schedule [Task] Dialog • 187 Verify Automatic Startup of Oracle
Server Monitoring • 212 Database Services • 73
Services Authentication Settings • 101, 160, Viewing 3D Model Data • 147
176
Set IFC Permission Requirements • 162 W
Set IFC permissions • 163
Setting the Default Queue • 179 What's New in the Installation Guide • 8
Silent Installation • 95 Working in an Integrated Environment • 145
Smart 3D Database Server
Recommendations • 16
Smart 3D Hardware and Software
Recommendations • 15
Smart 3D Project Hardware Sizing
Recommendations • 24
Smart 3D Tribon Interface Setup • 116
Smart 3D Workstation Recommendations •
17
SmartPlant License Manager Environment
Variables • 224
Software Loading Order • 21
SQL Server Collation Utility • 53
SQL Server Collation Utility Dialog Box • 54
SQL Server port assignments • 43, 53
Start the block assignment process • 193
Start the Database Interference Detection
Service • 161
Starting and Stopping Batch Services • 173
Status Tab (Interference Server Settings
Dialog Box) • 168

Intergraph Smart 3D Installation 228