Intergraph Smart Electrical

Installation and Upgrade Guide

Version 2018 (8.0)
June 2018
Copyright
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Intergraph Smart Electrical Installation and Upgrade Guide 2

Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data.
Users should verify for themselves that the data is accurate and suitable for their project work.

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Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley
Systems, Inc. Other brands and product names are trademarks of their respective owners.

Intergraph Smart Electrical Installation and Upgrade Guide 3

Contents
Introducing Intergraph Smart® Electrical ................................................................................................. 7
Smart Electrical Program Group ............................................................................................................. 7
Installation Checklist ............................................................................................................................... 8

Smart Engineering Manager ....................................................................................................................... 9

Smart Engineering Program Group ........................................................................................................ 9

Internationalization .................................................................................................................................... 11

Hardware and Software Recommendations ........................................................................................... 14

Smart Electrical Database Server ......................................................................................................... 14
Smart Electrical Workstation ................................................................................................................. 15

Before You Install ...................................................................................................................................... 18

Loading Smart Electrical Prerequisite Software ................................................................................... 18
Uninstall a Previous Version of Smart Electrical ................................................................................... 18

Oracle Installation and Configuration ..................................................................................................... 19

Configure Oracle Networking Components .......................................................................................... 20
Oracle Installation Work Process .......................................................................................................... 20
Installing Oracle Database Server ........................................................................................................ 21
Install Oracle Database Server ...................................................................................................... 21
Create an Oracle Listener ..................................................................................................................... 22
Creating an Oracle Instance ................................................................................................................. 22
Requirements for Oracle Instance Creation ................................................................................... 22
Create a New Oracle Instance ....................................................................................................... 23
Oracle System User Requirements ...................................................................................................... 24
Installing Oracle Client .......................................................................................................................... 25
Prerequisites ................................................................................................................................... 25
Install Oracle Client ........................................................................................................................ 25
Oracle Tuning Recommendations ........................................................................................................ 26

Microsoft SQL Server Installation and Configuration ........................................................................... 28

Modify Logon Information for SQL Server Services ............................................................................. 28
Install SQL Server Database Server ..................................................................................................... 29
Configure SQL Server Database Server .............................................................................................. 30
Set Database Maintenance Options for SQL Server ............................................................................ 33
Run DBCC Utility Options for SQL Server ..................................................................................... 34
Update Statistics for SQL Server ................................................................................................... 34

Intergraph Smart Electrical Installation and Upgrade Guide 4

 Contents

Installing the Software .............................................................................................................................. 35

Setting up the Database ....................................................................................................................... 35
Installing .NET Framework in a 64-bit Environment ............................................................................. 35
Grant Permissions to Write to a Registry Key ...................................................................................... 36
Uninstall a Previous Version of Smart Electrical ................................................................................... 36
Install Smart Electrical .......................................................................................................................... 37
Install Additional Software ..................................................................................................................... 38
Modify or Uninstall the Latest Version of Smart Electrical .................................................................... 39
Installing Smart Electrical in Silent Mode .............................................................................................. 39
Install Smart Electrical in Silent Mode ............................................................................................ 40
Silent Mode Example Scripts ......................................................................................................... 43

Configuring Reference Data for Smart Electrical ................................................................................... 45

Install Smart Electrical Reference Data ................................................................................................ 45

Working in Thin Client Mode .................................................................................................................... 47

Tuning the Software for Use in Thin Client Mode ................................................................................. 47
Create Global Objects ........................................................................................................................... 47
Publish the Smart Application using Citrix Presentation Server ........................................................... 48
Publish Smart Applications Using XenDesktop .................................................................................... 49

Upgrading to Smart Electrical .................................................................................................................. 50

Requirements Before Upgrading .......................................................................................................... 50
Back Up Your Data ......................................................................................................................... 50
Share Paths to Site .INI Files ......................................................................................................... 50
Set Oracle Parameters ................................................................................................................... 50
Memory Management Considerations ........................................................................................... 51
Upgrading Sites, Plants, and Applications ............................................................................................ 51
Upgrade a Site ................................................................................................................................ 53
Upgrade a Plant .............................................................................................................................. 53
Upgrade Smart Electrical................................................................................................................ 53
Upgrade Plants with the Batch Upgrade Command ...................................................................... 56
Upgrade Utility Commands ............................................................................................................ 56
Post-Upgrade Tasks ............................................................................................................................. 58
Back Up Each Upgraded Plant ....................................................................................................... 59
Preserve Software Customizations ................................................................................................ 59
Upgrade Site Command (Tools Menu)........................................................................................... 59

User Access ............................................................................................................................................... 60

Smart Electrical User Rights ................................................................................................................. 61
Smart Electrical User Rights Examples .......................................................................................... 70
Smart Electrical Plant Group Permissions ..................................................................................... 72
View Access Rights by Plant Group ............................................................................................... 73
View Access Rights by Role ........................................................................................................... 74
Access Rights Command (Tools Menu) ......................................................................................... 74
Access Rights Dialog Box .............................................................................................................. 74

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 Contents

Customizing Your Reference Data .......................................................................................................... 77

Customizing Reference Data Options .................................................................................................. 77
Working with Filters ............................................................................................................................... 77
Working with Formats ........................................................................................................................... 77
Working with Symbols and Labels ........................................................................................................ 78
Modifying Data Model Properties .......................................................................................................... 78
Establishing Design Rules .................................................................................................................... 78
Configuring Border Templates .............................................................................................................. 79
Smart Electrical Delivered Templates ............................................................................................ 79
Edit Delivered Templates ............................................................................................................... 80
Create a Border Template .............................................................................................................. 80

Working with Integration .......................................................................................................................... 81

Preparing the Integrated Environment .................................................................................................. 82
Tool Requirements for Integrating Smart Electrical .............................................................................. 83
Integration with Smart Instrumentation ........................................................................................... 83
Integration with Smart 3D ............................................................................................................... 84
Integration with Smart P&ID ........................................................................................................... 85
Using Projects in an Integrated Environment ................................................................................. 85
Mapping for SmartPlant Integration ...................................................................................................... 85
Using Custom Hierarchies in an Integrated Environment ..................................................................... 86
Register Command (SmartPlant Menu) ................................................................................................ 87

Intergraph Smart Electrical Installation and Upgrade Guide 6

SECTION 1

Introducing Intergraph Smart® Electrical

Intergraph Smart® Electrical is a true engineering solution for planning and describing electrical
equipment in your plant. Smart Electrical is designed to meet specific needs of electrical
engineers by automating work processes, complying with corporate or project standards and
manipulating electrical data throughout the plant and project lifecycle. You can create electrical
equipment and components and then dynamically associate among them.
You can generate single line diagrams and schematic drawings without an external CAD engine
and thus generate these deliverables automatically, creating graphical reports based on the
engineering work itself. Electrical engineering deliverables include electrical equipment list
reports, consumer list and load summaries, power distribution board design, single-line
diagrams and schematic drawings, as well as cable lists and wiring reports.
Smart Electrical supports the major commercial databases and outputs drawings in common
CAD formats including SmartSketch and generates reports in Microsoft Excel format.
Smart Electrical incorporates the latest Microsoft technologies, such as OLE automation, to
provide integration with existing data and other systems. Running on various Microsoft
Windows operating system platforms, Smart Electrical does not require a traditional, expensive
CAD engine for the creation of single line diagrams and schematics. The open architecture of
Smart Electrical permits integration with other systems, such as Intergraph Smart
Instrumentation and ETAP, all of which allow users to share data with third-party software.

Smart Electrical Program Group

Smart Electrical has several programs and utilities for running and managing your plant data.

Smart Electrical allows you to design and maintain the electrical

equipment and documentation for process plants, refineries, and so
forth.

Smart Electrical Import Manager allows you to import data to Smart

Electrical from external data files and various database platforms, such
as Microsoft Access, Microsoft SQL Server, Oracle, and so forth.

Smart Electrical Options Manager allows you to define plant-wide

default preferences, customize formats, naming conventions, item
types, and set cable sizing parameters. Options Manager also defines
default paths to data files and directories.

SAP Wizard allows you to specify parameters needed to create a data

file that is used to export data from Smart Electrical to SAP.

Intergraph Smart Electrical Installation and Upgrade Guide 7

 Introducing Intergraph Smart® Electrical

Smart Electrical Rule Manager allows you to define an environment

used for creating, manipulating and managing sets of consistency rules
that apply whenever a user associates two items or modifies properties
of a certain item tag in Smart Electrical.

If you installed Smart Electrical API Programming Help, it is available in the Help of
Visual Studio 2012 or Visual Studio 2013.
Smart Engineering Manager performs higher-level data management tasks, such as specifying
user permissions, designing plant hierarchies, and so forth. For more information about Smart
Engineering Manager, see the Smart Engineering Manager User's Guide and the appropriate
sections of this guide.

Installation Checklist
For the recommended installation workflow, see the Smart Electrical Installation Checklist:
SPELInstall_Checklist.xlsx. The checklist is located in the same folder as this installation guide.

Intergraph Smart Electrical Installation and Upgrade Guide 8

SECTION 2

Smart Engineering Manager

Smart Engineering Manager provides all the tools you need to effectively set up and manage
your work. Smart Engineering Manager takes advantage of a client/server design that greatly
enhances performance and lowers the cost of ownership. Because it is built on few Microsoft
dependencies and is not web-based, Smart Engineering Manager requires no web server. The
intuitive user interface design, with its streamlined layout, allows you to easily manage user
access and to share plant data.
Supporting Smart P&ID, Smart Process Engineering, and Smart Electrical, Smart Engineering
Manager manages the plant structures while the applications themselves are responsible for
manipulating the actual data (including creating, deleting, modifying, launching, and so forth).
Smart Engineering Manager allows you to view not only the data related to the whole site but
also data related to individual plants and projects. You can create and maintain sites, plant
structures and projects, in addition to adding plant group types, modifying plant attributes,
creating and modifying hierarchies, and associating Engineering and Schematics applications.

Smart Engineering Program Group

The Smart Engineering Manager program group provides several utilities for managing your
plant data.

Smart Engineering Manager allows you to create your site and

plants. You can create plant structures, plant groups, hierarchy
templates, as well as define the access to plant data on many
levels.

Catalog Manager allows you to create and modify symbols and

labels.

Data Dictionary Manager allows you to add properties to

database tables, define external programs, view relationships,
and create and modify select lists.

Data Dictionary Template Comparison Utility allows you to

determine the differences between two data dictionary template
files or between one data dictionary template file and the
corresponding data dictionary/schema from a plant.

Filter Manager allows you to create and modify filters to

discriminate on database data. Filters are used for displaying
data in symbology, gapping, graphical views, reports, rules, and
so forth.

Format Manager defines available formats for units of measure

properties.

Intergraph Smart Electrical Installation and Upgrade Guide 9

 Smart Engineering Manager

Metadata Import Utility allows bulk loading of metadata

(properties and select lists) into data dictionary schemas of Smart
P&ID and Smart Electrical.

Refresh Site Roles Utility allows you to automatically refresh

the roles in a site on a scheduled basis.

Reference Data Synchronization Manager provides tools for

comparing, synchronizing, and managing reference data across
multiple plants. Used in conjunction with the Update Drawings
functionality in Drawing Manager, this application is especially
useful when you need to maintain a central set of reference data
for all plants across a site without having a network or database
connection between plants.

Upgrade Utility guides you through upgrading your plant and

engineering application data.

Intergraph Smart Electrical Installation and Upgrade Guide 10

SECTION 3

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

Intergraph Smart Electrical Installation and Upgrade Guide 11

 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.

Intergraph Smart Electrical Installation and Upgrade Guide 12

 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 (http://hexagonppm.com/ppm-support).

Intergraph Smart Electrical Installation and Upgrade Guide 13

SECTION 4

Hardware and Software

Recommendations
Before beginning an installation of your engineering software, verify that your servers meet the
requirements in this section.
We recommend that you do not install the software on the database server.

Smart Electrical Database Server

Hardware Recommendations
Smart Electrical testing is done on computers having a 2.4 GHz processor and 4 GB of RAM.
For additional details regarding platform support, please review the latest compatibility matrix
available on Intergraph Smart Support (http://smartsupport.intergraph.com). If you cannot
access the compatibility matrix, contact Intergraph Support
(http://hexagonppm.com/ppm-support).

Supported Operating Systems

▪ Microsoft Windows Server 2012 R2
▪ Microsoft Windows Server 2016 (Standard or Enterprise)

Supported Database Servers

▪ Microsoft SQL Server 2014
▪ Microsoft SQL Server 2016 (Standard or Enterprise)
▪ Oracle Database 12c R1 (12.1) 12.1.0.2 64-bit (Standard Edition 2 or Enterprise Edition)
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.

Intergraph Smart Electrical Installation and Upgrade Guide 14

 Hardware and Software Recommendations

Recommended Disk Space

Oracle Software SQL Server Software Smart Electrical Software

Oracle Server 2.0 GB SQL Server 1.0 GB Initial Smart Electrical 0.25 GB
installation Server database
installation

Initial Oracle 0.5 GB SQL Server 0.1 GB

instance Temporary
database

Total: 2.5 GB Total: 1.1 GB Total: 0.25 GB

Smart Electrical Workstation

Hardware Recommendations
Smart Electrical testing is done on computers having a 2.4 GHz processor and 4 GB of RAM.
For additional details regarding platform support, please review the latest compatibility matrix
available on Intergraph Smart Support (http://smartsupport.intergraph.com). If you cannot
access the compatibility matrix, contact Intergraph Support
(http://hexagonppm.com/ppm-support).

Supported Operating Systems

▪ Microsoft Windows 7 Professional and Enterprise Service Pack 1, 64-bit
▪ Microsoft Windows 10 Professional and Enterprise, 64-bit
Smart Electrical is certified on Windows with UAC ‘On’ at Level 3 (Default)

Supported Database Clients

▪ Oracle 12c Client R1 (12.1.0.2)

▪ The client database software must be of the same version as the server database software.
▪ Do not use Oracle 'light client' as it does not include some of the required .dll files.
▪ 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.
For SQL Server, no client installation is required.

Intergraph Smart Electrical Installation and Upgrade Guide 15

 Hardware and Software Recommendations

Recommended Disk Space

Oracle Software SQL Server Software Software

Oracle Client 1 GB SQL Server 100 MB Smart Engineering Manager 250 MB

installation Client installation (full installation)

Smart Electrical (full 250 MB

installation)

SmartPlant Schema 25 MB
Component (for an
integrated environment)

SmartPlant Client (for an 30 MB

integrated environment)

Total: 1 GB Total: 0.1 GB Total: 0.55 GB

Software Prerequisites
▪ PDF reader (required for reading and saving various documents)
▪ SmartPlant License Manager 12.00.83.00 or higher. The licensing is delivered on its own
CD that comes with your Smart Electrical product.
▪ Microsoft .NET Framework 4.6.2 or later
▪ Microsoft Edge Browser (required for viewing the Online documentation delivered with the
software)
▪ Microsoft Excel from Office 2013 Service Pack 1, 32-bit or Microsoft Office 2016(Microsoft
Excel is required for working with report templates and for viewing the Installation Checklist
and various other files)
▪ Microsoft XML Core Services (MSXML) 6.0 Service Pack 1

Optional Software
Apart from SmartSketch and Smart Engineering Manager, the following software
programs are not Intergraph corporation software and are owned by third parties. It is the
responsibility of the customer to select in its sole discretion the applicable third-party software
the customer desires to use to generate reports and Intergraph makes no recommendation as to
the choice of said third-party software. The customer is responsible for obtaining a valid license
to use said third-party software from the owner of said third-party software and to pay any
license fees to the owner of said third-party software for the use of said third-party
software. INTERGRAPH DISCLAIMS AND MAKES NO WARRANTY EITHER EXPRESS OR
IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY OR THE WARRANTIES
OF FITNESS FOR A PARTICULAR PURPOSE IN REGARD TO SAID THIRD-PARTY
SOFTWARE.
▪ For administrative functions, Smart Engineering Manager 2018
▪ For working in a thin client environment, Citrix XenApp 7.6 (Windows Server 2012 R2
(Datacenter)

Intergraph Smart Electrical Installation and Upgrade Guide 16

 Hardware and Software Recommendations

▪ ETAP electrical power systems design and analysis software - version 16, 16.1 and 16.1.1
▪ One of the following drawing software programs:
▪ SmartSketch 2016
▪ Autodesk AutoCAD 2014
▪ Bentley MicroStation 08

Intergraph Smart Electrical Installation and Upgrade Guide 17

SECTION 5

Before You Install

Before you begin installing the software, verify that the computers on which the software
components will be installed meet the requirements described in the Hardware and Software
Recommendations (on page 14).

Loading Smart Electrical Prerequisite Software

Install any required prerequisite software which is not yet installed on your computer. The
following software is required:
▪ SmartPlant License Manager
▪ Microsoft .NET Framework
▪ Microsoft Office. (Microsoft Excel is required for working with report templates, importing
and generating reports, importing from SmartSketch, and for viewing the Installation
Checklist and various other files.)

▪ Requirements may vary depending on your particular configuration.

▪ If working on an Oracle platform, you must install .Net Framework 4.0 before installing
Oracle client.
▪ If .Net Framework is not installed or if .Net 4.0 client profile is installed, the software prompts
you to install Microsoft .NET Framework 4.6.2; after installation, the Welcome page of the
setup appears. If .Net 4.0 Extended (FULL) is installed, the Smart Electrical installation
installs Microsoft .NET Framework 4.6.2 as part of the software setup. For details, see
Installing Oracle Client > Prerequisites (on page 25).

Uninstall a Previous Version of Smart Electrical

1. In the Windows Control Panel, navigate to the Programs and Features window.
2. From the list of installed programs, select Smart Electrical (with the appropriate version
number) and then click Change.
3. On the Modify page of Smart Electrical setup, click Modify.
4. On the Modify/Uninstall page, select Uninstall and click Next.
5. On completion of the uninstall process, click Finish.

Intergraph Smart Electrical Installation and Upgrade Guide 18

SECTION 6

Oracle Installation and Configuration

Because system configurations, database software, and individual company standards vary, use
this section as a checklist instead of step-by-step instructions. Consult your Oracle software
documentation for information as to which versions of Oracle database can be used with which
versions of the Windows operating system.
For specific questions about Oracle configurations, please contact Intergraph Smart Support
(http://smartsupport.intergraph.com).

Oracle Instances
If one server hosts the databases of several products, Intergraph recommends that each
product's database be a separate instance, each of which can host multiple plants.
The advantage of placing each product's 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 places additional load on the
server.
Each instance adds redundant tablespaces, rollback segments, background processes, and
memory requirements for each SGA (System Global Area). For this reason, you should start by
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.

▪ We recommend installing and configuring Oracle locally, not by remote desktop connection.
▪ Path names for tablespaces in Oracle must be no greater than 60 characters.
▪ Oracle recommends that database activity on the database server should consume no more
than 50 percent of the available memory.

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 Oracle Installation and Configuration

Configure Oracle Networking Components

Oracle Net combines configuration abilities with component control to provide an integrated
environment for configuring and managing client connections to services via a net service
name. Smart Engineering Manager and other engineering products use the Oracle Net service
to establish and maintain network sessions from client applications to the Oracle database
server. After a network session is established, this utility acts as a data courier for the client
application and the database server.
See the Oracle Net Services Administrator's Guide and the Oracle Net Services Reference
Guide in your Oracle documentation for more information about using this utility and creating net
service name connections. If you follow the procedures Install Oracle Database Server (on
page 21) and Install Oracle Client (on page 25), the Oracle Networking Components should be
configured correctly.

▪ For Smart Engineering Manager to access the database, you must load and configure
Oracle Net Services on the database server and on each end-user workstation. If Smart
Engineering Manager is installed on the database server, you must load and configure
Oracle Net Services on that server, in addition to the Oracle TCP/IP Protocol Adapter.
▪ If Smart Engineering Manager is installed on a workstation other than the database server,
you must load the Net Services and the Oracle TCP/IP Protocol Adapter on the Smart
Engineering Manager computer. You must also load the Net Services and the Oracle
TCP/IP Protocol Adapter on the Oracle database server.
▪ Net Manager is installed with the Net Services software and allows you to create a
database Net Service Name, which Hexagon PPM software uses to communicate with the
database.
▪ The version of Net Services must be the same on all computers.

Oracle Installation Work Process

The following work process is necessary for installing Oracle for use with Smart Electrical.
▪ Installing Oracle Database Server
▪ Create an Oracle Listener (on page 22)
▪ Creating an Oracle Instance (on page 22)
▪ Installing Oracle Client (on page 25)
Depending on which version of Oracle you are using and on the operating system installed on
your machine, there may be differences in the required work process. Consult your Oracle
software documentation for information as to which versions of Oracle database can be used
with which versions of the Windows operating system.
For specific questions about Oracle configurations, please contact Intergraph Smart Support
(http://smartsupport.intergraph.com).

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 Oracle Installation and Configuration

Installing Oracle Database Server

You must log in to your machine locally using Administrator rights.
The following editions of Oracle Database Server are available:
▪ Standard Edition — For department or workgroup level applications, or for
small-to-medium sized enterprises (SMEs). It is engineered to provide core relational
database management services and options. If you select this installation type, you must
purchase additional licenses if you want to install extra Enterprise Edition options.
▪ Enterprise Edition — For enterprise-level applications. It is engineered for mission-critical,
high-security online transaction processing (OLTP) and data warehousing environments. If
you select this installation type, all separately licensable Enterprise Edition options are
installed.
You should refer to your Oracle Installation Guide for detailed instructions on installing Oracle.

Install Oracle Database Server

1. Double-click the Oracle setup icon.
A Windows security prompt may be displayed.
2. Click Run.
3. On the Configure Security Updates page, enter the required values and click Next.
4. On the Select Installation Option page, select Install database software only and click
Next.
5. On the Grid Installation Options page, select Single instance database installation and
click Next.
6. On the Select Product Languages page, select the required languages in which your
product will run and click Next.
7. On the Select Database Edition page, select Enterprise Edition or Standard Edition and
click Next.
Do not select Personal Edition or Standard Edition One. Smart Electrical
does not support these installation types.
8. On the Specify Oracle Home User page, enter the required information
9. On the Specify Installation Location page, specify the locations for the Oracle Base and
for the software location and click Next.
10. On the Summary page, click Install.
11. On completion of the installation, click Close.
12. Restart the server machine.
13. Install the latest Oracle patch, if appropriate.

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 Oracle Installation and Configuration

Create an Oracle Listener

It is recommended to create the Oracle listener using Port 1522.
1. On the Start menu, click All Programs, locate the Oracle folder > Configuration and
Migration Tools and start the Net Configuration Assistant.
2. In the Oracle Net Configuration Assistant Wizard, select Listener configuration and
click Next.
3. Select Add and then click Next.
4. Define the listener name, for example, LISTENER and click Next.
5. On the Listener Configuration, Select Protocols page, select TCP and click Next.
6. On the remaining Wizard pages, click Next and then click Finish to complete the listener
creation.

Creating an Oracle Instance

The Oracle instance is a workspace on the Oracle database server where Oracle keeps a single
database. You need to create a new instance in Oracle if you have an existing Oracle database
server whose parameters do not comply with the parameters required to use Smart Electrical on
Oracle. This way you can append the Smart Electrical database to existing Oracle databases on
your Oracle database server without losing your existing Oracle database information.
You can create as many instances as required and, in this way, append as many
databases as you need on a single database server. However, note that appending instances
on your Oracle database server can slow down your work in the Smart Electrical database
located on that server.
For additional information about limitations on creation of instances, see your Oracle User
Guide.

Requirements for Oracle Instance Creation

Before creating an Oracle instance, make sure that you have Administrator's
access rights in both your Oracle server database and the operating system installed on the
server machine. If you still need to create an instance from the account in which you do not
have Administrator's rights, and if your company's policy allows you to change the Oracle
security, you can do the following: in the Sqlnet.ora file, add the # symbol before the
Sqlnet.Authentication_Services = (NTS) parameter to comment it out. The default location of
the Sqlnet.ora file will look similar to the following path:
\\<Oracle home folder>\Product\<Version*>\db_1\Network\Admin\
(* An example of the 'Version' folder name is 10.2.0)
You must have enough free disk space on the hard disk where the Oracle database is located to
be able to create the new instance. The disk usage is as follows:
▪ Oracle instance environment — 50 MB recommended
▪ Oracle instance after running Oracle DB Setup — 80 MB recommended
▪ Oracle instance after initializing a domain — 150 MB recommended

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 Oracle Installation and Configuration

Before starting an Oracle database, you need to ensure that the RAM that this database
occupies does not exceed the available RAM on your server. You can calculate the amount of
RAM needed for the database by using the following Oracle parameters:
▪ SHARED_POOL_SIZE (at least 10 MB)
▪ DB_BLOCK_SIZE
▪ LOG_BUFFER
▪ SORT_AREA_SIZE
JAVA_POOL_SIZE and LARGE_POOL_SIZE are additional parameters that affect
the RAM that the Oracle database occupies. These parameters appear if you select certain
options when running the Oracle Database Configuration Assistant using a custom installation
type.
For the DB_BLOCK_SIZE parameter, make sure that the value is at least 8192.

Create a New Oracle Instance

▪ Make sure that all passwords, user names, folders, and files of the new instance are
different from those of any existing instance.
▪ All user names and passwords must use ASCII / English characters. Oracle does not
support non-ASCII / English characters in user names or passwords and will not work. This
limitation is an Oracle limitation, not Intergraph's.
1. On the Start menu, click All Programs, locate the Oracle folder and under Configuration
and Migration Tools, start the Database Configuration Assistant.
2. On the Database Operation page, select Create a Database and click Next.
3. On the Creation Mode page, select Advanced Mode.
4. On the Database Template page, select Custom Database and click Next.
5. On the Database Identification page, do the following:
a. In the Global Database Name box, define the database name, for example,
SPEL12cdb.
b. In the SID box, accept or modify the instance name that the software enters
automatically as you type the database name.
The database name and the instance name do not have to be the same.
6. Click Next.
7. On the Management Options page, select an option and enter the required values.
8. Click Next.
9. On the Database Credentials page, select an option and then in the Password and
Confirm Password boxes, type the password, for example, Oracle12 and then click Next.
The following terms are reserved and cannot be used as passwords: manager
(reserved for the SYSTEM user) and change_on_install (reserved for the SYS user).

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 Oracle Installation and Configuration

10. On the Network Configuration page, if required create a new listener.

11. On the Storage Locations page, do the following:
a. Select Use Database File Locations from Template.
b. Clear the Specify Fast Recovery Area check box.
c. Click Next.
12. On the Database Options page, on the Database Components tab, clear all the check
boxes and click Next.
13. On the Initialization Parameters page > Memory tab, select the Typical Settings and the
Use Automatic Memory Management options.
Ensure that the memory size does not exceed 40% of total server memory.
14. Select the Character Sets tab and do the following:
a. Select the Use Unicode (AL32UTF8) option.
b. Under National Character Set, select AL16UTF16 (the default)

▪ The same database character set and national character set values should also be
defined on your server.
▪ The Default Language and Default Date Format values will reflect locale-specific
information.
15. On the Creation Options page, select the Create Database check box and then click Next.
After clicking Next the software performs a check of the parameters selected. If
any problems are detected the Prerequisite Checks page opens. You must fix any
problems before continuing. If no problems are found the software skips this page and goes
straight to the Summary page.
16. On the Summary page, check that the parameters are correct and then click Finish. The
Progress Page is displayed.
17. On the Finish page click Close.
18. Restart the server machine.

Oracle System User Requirements

In order to work successfully with Smart Engineering Manager and Smart Electrical, the
following minimum Oracle system user privileges need to be defined.

Default System User Privileges

GRANT ALTER SESSION TO SYS ADMIN USER WITH ADMIN OPTION;
GRANT CREATE CLUSTER TO SYS ADMIN USER WITH ADMIN OPTION;
GRANT CREATE DATABASE LINK TO SYS ADMIN USER WITH ADMIN OPTION;
GRANT CREATE SEQUENCE TO SYS ADMIN USER WITH ADMIN OPTION;
GRANT CREATE SESSION TO SYS ADMIN USER WITH ADMIN OPTION;

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 Oracle Installation and Configuration

GRANT CREATE TABLE TO SYS ADMIN USER WITH ADMIN OPTION;

GRANT CREATE VIEW TO SYS ADMIN USER WITH ADMIN OPTION;
GRANT CREATE SYNONYM TO SYS ADMIN USER WITH ADMIN OPTION;

Installing Oracle Client

The Oracle client provides Smart Electrical with the means to interface with the Oracle database
server. You install the Oracle client after you have completed the Oracle database server
installation. You can install the Oracle client either on a file server or on the local station. If you
install the Oracle client on a station, make sure you have the appropriate access rights to the
Oracle database server.
After the Oracle client installation process is complete, you proceed by installing Smart
Electrical. Before you start the installation process, make sure that the machine (file server or
local station) has access to a CD-ROM or DVD drive. If your machine does not have access to
a suitable drive, you need to copy all the installation files from the installation media to your local
hard disk.

Prerequisites
▪ You must log in to your machine locally using Administrator rights.
▪ Make sure that a compatible Oracle server version is installed.
▪ Set up your client Windows regional and language options as you require. You can only set
up these options before the client installation. If you want to change the regional and
language options after the installation, you will have to reinstall the Oracle client for the
changes to take effect.
After the client installation, you must not change any of the default values of the
NLS_LANG parameter on the client.

Install Oracle Client

1. Start the Oracle Universal Installer.
2. On the Welcome page, click Next.
3. On the Specify Source Location page, check that the path is pointing to the correct
location and click Next.
4. On the Select Installation Type page, from the list, select one of the following:
▪ Administrator — For users who need Administrator functions, such as the ability to
create tablespaces.
▪ Runtime — For all other users.
5. Click Next.
6. On the Select Product Languages page, select the required languages.
7. Click Next.
8. On the Specify Oracle Home User page, select the required option.
9. Click Next.

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 Oracle Installation and Configuration

10. On the Specify Installation Location page, check that the path in the Oracle Base field is
pointing to the where you want to install the software. Click Browse to change the location.

▪ The Oracle base by default points to the same Oracle base created when you installed
the Oracle server.
▪ The Software Location fields are updated according to the information in the Oracle
Base field. If you want to change this location, use the Browse button to navigate to the
required location.
11. Click Next.
12. On the Summary page, click Install.
13. On the Finish page, on completion of the installation, click Exit.
14. At the prompt click Yes.
15. Restart the client machine.
16. Create an alias to the Oracle database on the client machine using Oracle Net Manager.
The alias name can contain any alphanumeric characters without spaces.
17. If required, install the appropriate Oracle client patch.

Oracle Tuning Recommendations

We recommend using the following Oracle tools for optimizing your database performance with
Hexagon PPM products.

OPTIMIZER_MODE Initialization Parameter

The OPTIMIZER_MODE initialization parameter establishes the default behavior for choosing
an optimization approach for the instance. This parameter can be set in the initSIDname.ora or
init.ora file to one of the following four values. For more information, see the Oracle performance
tuning documentation at http://pbscrm.intergraph.com/pbs/sppid/Freeware/OracleAnalyzer.zip
(http://pbscrm.intergraph.com/pbs/sppid/Freeware/OracleAnalyzer.zip).
CHOOSE — The optimizer chooses between a cost-based approach and a rule-based
approach based on whether statistics are available for the CBO. If the data dictionary contains
statistics for at least one of the accessed tables, then the optimizer uses a cost-based approach
and optimizes with a goal of best throughput. If the data dictionary contains no statistics for any
of the accessed tables, then the optimizer uses a rule-based approach. This is the default value
for the parameter.
ALL_ROWS — The optimizer uses a cost-based approach for all SQL statements in the session
regardless of the presence of statistics and optimizes with a goal of best throughput (minimum
resource use to complete the entire statement). If you are not gathering statistics on your
database, we do not recommend using this setting.
FIRST_ROWS — The optimizer uses a cost-based approach for all SQL statements in the
session regardless of the presence of statistics and optimizes with a goal of best response time
(minimum resource use to return the first row of the result set). If you are not gathering statistics
on your database, we do not recommend using this setting.

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 Oracle Installation and Configuration

RULE — The optimizer chooses a rule-based approach for all SQL statements regardless of the
presence of statistics. If you are not gathering statistics on your database, we do not
recommend using this setting.

Oracle Cost Based Optimizer (CBO)

We recommend using the Oracle Cost Based Optimizer (CBO) on Online Transaction
Processing (OLTP) systems. Use the following settings to encourage the CBO to use indexes
instead of full table scans.
OPTIMIZER_INDEX_CACHING = 90
OPTIMIZER_INDEX_COST_ADJ = 35
Before you can use the CBO, you must set the OPTIMIZER_MODE
initialization parameter to CHOOSE.

ARCHIVELOG Mode
We also recommend running Oracle in ARCHIVELOG mode, which copies filled online redo logs
to disk. You must specify the mode at database creation or by using the ALTER DATABASE
statement. You can enable automatic archiving either dynamically using the ALTER SYSTEM
statement or by setting the initialization parameter LOG_ARCHIVE_START to TRUE.
Running the database in ARCHIVELOG mode has several advantages over NOARCHIVELOG
mode. You can:
▪ Back up the database while it is open and being accessed by users.
▪ Recover the database to any required point in time.
▪ To protect the ARCHIVELOG mode database in case of failure, back up the archived logs.
For more information, please see the SQL*Plus Backup and Recovery Concepts document in
your Oracle documentation.

Other Recommendations
Some users have found using the following settings beneficial.
▪ System Tablespace Max_Extents = UNLIMITED (If you choose to set this parameter to
505, the database monitoring system will warn you if the system tablespace is growing
heavily. This setting has no impact on performance.)
▪ Tablespace System / initial und next set to 64KB (Setting the pctincrease parameter to
50 allows you to take advantage of the dynamic growth provided by Oracle, leading to larger
extents in a large database.)
▪ RollBackSegment und Temp-Tablespace create rollback segment <name> tablespace
rbs storage (optimal 10MB)
▪ begin dbms_stats.gather_database_stats (cascate => TRUE); end;/ (Gathers statistics
on the schemas. Use with the OPTIMIZER_MODE variable set to ALL_ROWS.)

Intergraph Smart Electrical Installation and Upgrade Guide 27

SECTION 7

Microsoft SQL Server Installation and

Configuration
The installation and configuration procedures described in this guide include only the steps
required to install and use Hexagon PPM software in the Microsoft SQL Server
environment. Therefore, it is recommended that you refer to your Microsoft SQL Server User's
Guide for additional information about Microsoft SQL Server.
Because system configurations, database software, and individual company standards vary, use
this section as a checklist instead of step-by-step instructions. For specific configuration
questions, contact Intergraph Customer Support.
1. Install the Microsoft SQL Server software on your database server.
2. Configure SQL Server to create your custom database. You will need to provide the
database node name, Administrator user name, and Administrator password when
performing the configuration.

▪ When creating and configuring your databases, keep in mind that plant structures must be
created in a SQL Server database separate from the site server database and that each
plant must be in its own database. Database node names may not include periods (.) or
spaces.
▪ If the backup location for your SQL site is located on a separate computer from your
database, you must modify the logon information for the SQL Server services using the
procedure that follows.
▪ When creating a database for Smart Engineering Manager, the database name may not
include periods (.) or spaces.
▪ Create Microsoft SQL Server databases with locale-specific collation settings and ensure
that all interacting databases have the same collation settings.

Modify Logon Information for SQL Server Services

1. From the Windows Control Panel, select Administrative Tools > Services.
2. In the Services list, double-click SQLServer (MSSQLServer) to open the SQLServer
(MSSQLServer) Properties dialog box.

▪ SQLServer (MSSQLServer) is the default instance for SQL Server.

▪ In place of the default instance, you can use a named instance, for example:
SQLServer (Schematics).
3. Click the Log On tab.

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 Microsoft SQL Server Installation and Configuration

4. Select This account and type the user name and password for the domain user who will be
starting the MSSQLSERVER service.
5. Save your changes.
6. If the user defined in This account does not already have permissions to the share where
backups are stored, grant the user read/write permissions to that share.
For more information about MSSQLServer properties and granting permissions to
domain users, refer to your SQL Server and Windows documentation.

Install SQL Server Database Server

Prior to installing SQL Server, you must previously have installed:
▪ Microsoft .NET Framework.
▪ Windows Installer.

1. Start SQL Server Setup.

2. On the SQL Server Installation Center wizard, do the following:
a. In the left pane, click Installation.
b. In the right pane, click New SQL Server stand-alone installation or add features to
an existing installation.
3. On the Product Key page, select Enter the product key and type the product key, then
click Next.
4. On the License Terms page, select the I accept the license terms check box and click
Next.
5. Click Next on subsequent wizard pages until the Install Rules page appears.
6. On the Install Rules page, when the rule checking completes, click Next.
7. On the Setup Role page, select SQL Server Feature Installation and click Next.
8. On the Feature Selection page, do the following;
a. Select specific features as required or click Select All.
b. Accept the default path for Instance root directory or define another path.
c. Accept the default path for Shared feature directory or define another path.
d. Click Next.
If available disk space for the selected Instance root directory path is
insufficient, you will only be able to click Back and choose a different disk.
9. On the Feature Rules page, when the rule checking completes, click Next.
10. On the Instance Configuration page, select Default instance and click Next.
11. On the Server Configuration page, do the following:
a. Click the Service Accounts tab and accept the default values.
b. Click the Collation tab.

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 Microsoft SQL Server Installation and Configuration

If the national environment of the client machines is identical with the national
environment defined for the server, just accept the default values; otherwise, define the
settings for both Database Engine and Analysis Services as follows:
1. Click Customize.
2. Ensure that Windows collation designator and sort order is selected.
3. From the list, select the appropriate Collation designator corresponding to the national
environment defined for the operating system on the client machines. For example, if
the client environment is Russian, select Cyrillic_General as the collation designator.
4. Ensure that the Case-sensitive check box is cleared.
5. Click OK.
12. Click Next.
13. On the Database Engine Configuration page, select the Server Configuration tab and
under Authentication Mode, do the following:
a. Select Mixed Mode (SQL Server authentication and Windows authentication).
b. In the Enter password box, type the required SQL Server system administrator account
password.
c. In the Confirm password box, re-type the same password.
d. Under Specify SQL Server administrators, define at least one network user as system
administrator by clicking either Add Current User or Add and selecting an existing
network user.
e. Click Next.
14. On subsequent pages, add a network user where required and click Next, or just click Next.
15. When you reach the Ready to Install page, review the list of components to be installed
and click Install.
16. On the Installation Progress page, once the setup process is complete, click Next.
17. After clicking Close, restart the server machine.

Configure SQL Server Database Server

This procedure explains how to configure the server to avoid running out of memory.

▪ By default, the server is configured to use unlimited memory.

▪ As a quick alternative to this procedure, you can stop and then restart the server.
▪ To implement this procedure, you must have DBA permissions.
1. Click Start > Programs > Microsoft SQL Server > SQL Server Management Studio.
2. On the Connect to Server dialog box, do the following:
a. Beside Server type, select Database Engine.
b. Beside Server name, select the name of your server or instance.
c. Beside Authentication, select SQL Server Authentication.

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 Microsoft SQL Server Installation and Configuration

d. Type a login name.

e. Type a strong password of at least 6 characters; this is a password that must include
upper- and lower-case characters, numeric and non-alphanumeric characters.
Passwords are case-sensitive.
f. Click Connect.
3. In the Microsoft SQL Server Management Studio window, under the Object Explorer,
select the server (top-level node), right-click, and on the shortcut menu, click Properties.

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 Microsoft SQL Server Installation and Configuration

If it is likely that a large number of users will connect to the database concurrently,
select the Memory page and under Maximum server memory (in MB), set a higher value
to avoid poor performance.

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 Microsoft SQL Server Installation and Configuration

4. Select the Database Settings page and change the value of Default index fill factor to 80.

Set Database Maintenance Options for SQL Server

You set the database maintenance options for SQL Server using the DBCC Utility. It is
recommended that you run the following options about once a week:
▪ CHECKCATALOG
▪ CHECKDB
You must use an SA connection for running these options.
You should also update the database statistics as needed.

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 Microsoft SQL Server Installation and Configuration

Run DBCC Utility Options for SQL Server

1. Click Start > Programs > Microsoft SQL Server > SQL Server Management Studio.
2. Connect to the server.
3. In the Microsoft SQL Server Management Studio window, under the Object Explorer,
select the server (top-level node), right-click, and on the shortcut menu, click New Query.
4. Type the appropriate query using the syntax shown, for example:
DBCC CHECKCATALOG ('Site_Server1_DB')

▪ You must enclose the name of your database within quotes and parentheses as shown.
▪ Identical syntax applies for the CHECKDB command.
5. Click Query > Execute.
6. View the Messages window for the results of the query.
You can save the results to an external file. To do so, click Query > Results To >
Results to File.
The software automatically corrects basic problems. For more complex problems, you
must refer to the query results and correct these problems manually.

Update Statistics for SQL Server

1. Click Start > Programs > Microsoft SQL Server > SQL Server Management Studio.
2. Connect to the server.
3. In the Microsoft SQL Server Management Studio window, under the Object Explorer,
select the server (top-level node), right-click, and on the shortcut menu, click New Query.
4. Type the following SQL script with the name of your database, for example:
USE Site_Server1_DB
GO
EXEC SP_UPDATESTATS
This script updates the statistics for every table in the database.

Intergraph Smart Electrical Installation and Upgrade Guide 34

SECTION 8

Installing the Software

This section describes how to install Smart Electrical and supporting software. Before you
begin installing the software, verify that the computers on which the software components will be
installed meet the requirements described in the Hardware and Software Recommendations (on
page 14).
The Open Database functionality, incorporated into all parts of the Hexagon PPM software,
allows you to install pieces of the software on several different workstations. You do not have to
maintain a server for just Smart Engineering Manager. For example, you can install Smart
Engineering Manager and its related managers on one workstation, Smart Electrical and its
related managers on a different workstation, and the reference data on yet another workstation
or file server.

Setting up the Database

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 Hexagon PPM software. The ultimate database creation and
configuration depends on the policies and standards at your company.
Smart Electrical includes a number of deferrable database constraints, which are rules used to
ensure database integrity by checking values at the time the information is written to the
database. If all of the information does not fall within these embedded constraints, the
information is not written to the database, and the software rolls back the transaction.
These deferrable database constraints are applied only when you use an Oracle
database; SQL Server does not support them.

Installing .NET Framework in a 64-bit Environment

It is strongly recommended that you install the Microsoft application .NET 3.5 SP1 Accumulative
Framework version (KB951847 SP).
You should remove all previous versions of the .NET Framework using the Add/Remove
programs function and then install the new version using Microsoft’s upgrade feature.

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 Installing the Software

Grant Permissions to Write to a Registry Key

During the installation process, you may receive an error stating that setup does not have
permission to modify one or more registry keys. This procedure explains how to grant write
permissions to the registry keys.
1. Click Start > Run.
2. Type regedit.exe and click OK.
3. In the Registry Editor window, in the left pane, do one of the following:
▪ For a 32-bit machine, select the
HKEY_LOCAL_MACHINE\Software\Intergraph\Applications registry key.
▪ For a 64-bit machine, select the
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Intergraph\Applications
registry key.
4. Right-click and on the shortcut menu, click Permissions.
5. On the Permissions for Applications dialog box, click Advanced.
6. At the bottom of the Advanced Security Settings for Applications dialog box, clear the
option: Include inheritable permissions from this object's parent.
7. On the security dialog box that appears to verify your change, click Remove.
8. Reselect the Include inheritable permissions from this object's parent check box.
9. Select the Replace all child object permissions with inheritable permissions from this
object check box.
10. Click OK and at the prompt, click OK.
11. Click OK.

Uninstall a Previous Version of Smart Electrical

1. In the Windows Control Panel, navigate to the Programs and Features window.
2. From the list of installed programs, select Smart Electrical (with the appropriate version
number) and then click Change.
3. On the Modify page of Smart Electrical setup, click Modify.
4. On the Modify/Uninstall page, select Uninstall and click Next.
5. On completion of the uninstall process, click Finish.

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 Installing the Software

Install Smart Electrical

SmartPlant License Manager software is required for concurrent licensing for
both the core Smart Electrical product and for each feature, therefore you must install and
configure SmartPlant License Manager on your workstation before installing Smart
Electrical. This licensing software is delivered on its own media. For more information about
using and configuring concurrent licensing, refer to the SmartPlant License Manager Online
Help.
1. Insert the Smart Electrical DVD into the drive. If the installation does not start automatically,
double-click setup.exe in the main folder.
2. On the Welcome page, click Start Setup.
3. On the Details and Features page, enter your user name and company details if required.
By default, the user name and company name are obtained from the registry. You
can change the values, but you cannot leave these fields blank.
4. Under Select Features to Install, select the check boxes beside the products you want to
install:
▪ Smart Electrical (mandatory)
▪ Import Manager
▪ SAP Wizard
5. Ensure that the Smart Electrical section is expanded and do the following:
a. In the Install Path field, accept the default installation path or if required, specify a
different path.
b. In the Serial Number field, type your product serial number.
c. Under Optional Features, select the check boxes beside the additional features that
you want to install:
▪ Smart Electrical Options Manager — installs Smart Electrical Options Manager.
▪ Smart Electrical Rule Manager — installs Smart Electrical Rule Manager.
▪ Smart Electrical API Programming Help — installs the Smart Electrical
Programming Reference in Microsoft Visual Studio 2012 or 2013. (For details, see
Smart Electrical User Guide > Appendix > API Programming for Smart Electrical.
The Smart Electrical program is always installed, regardless of any other
features you select.
6. If selected, expand the Import Manager and SAP Wizard sections and type the product
serial number for each item that you require.
7. Click Next.
8. On the License Agreement page, select your country or region from the list to view the
license agreement in your language and then select the I agree to the license agreement
and conditions check box.
9. Click Install.
10. On completion of the installation, if you want to open the Readme file, select View Readme.

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 Installing the Software

11. Click Finish to close the installation wizard.

▪ On completion of the installation, if prompted, you should reboot your machine before
starting Smart Electrical
▪ If you try to install Smart Electrical software when you do not have write permissions to the
registry on the computer on which you are installing, a warning message appears. For
details of what to do if you see this message, see Grant Permissions to Write to a Registry
Key (on page 36).
▪ The driver used for printing the PDF files, Smart PDF Converter (Amyuni 5.0.1), is included
in the Smart Electrical installation. This printer is used for PDF generation and should not be
removed or used for any other purpose. If you are unable to generate PDF files because this
driver is missing, restore the driver by running the executable file InstallPDFConverter.exe,
which is installed by default in the software installation folder path
..\SmartPlant\Electrical\Program\.
▪ If you installed Smart Electrical API Programming Help, it is available in the Help of Visual
Studio 2012 or Visual Studio 2013.

Install Additional Software

You can install additional software if needed.
1. Insert the Smart Electrical DVD into the drive. If the installation does not start automatically,
double-click setup.exe in the main folder.
2. On the Welcome page, click Additional Software.
if you have already installed Smart Electrical, start the process from the
Programs and Features on the Control Panel of your Windows. Select Smart Electrical
and click Change. Then click Additional Software on the Modify page of the setup.
3. On the Additional Software page, click one of the available options. The following
additional software is available:
▪ Smart Electrical Reference Data.
▪ Smart Engineering Manager
▪ SmartPlant Schema Component
▪ SmartPlant Client
4. Click Finish when done.

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 Installing the Software

Modify or Uninstall the Latest Version of Smart

Electrical
1. In the Windows Control Panel, navigate to the Programs and Features window.
2. From the list of installed programs, select Smart Electrical and then click Change.
3. On the page that appears, click Modify.
4. On the Modify / Uninstall page, select one of the following options:
▪ Add or Remove Features
▪ Repair
▪ Uninstall
5. Click Next.
If you selected Repair or Uninstall, a wizard page opens with progress bars for
the overall process and individual details.
6. If you selected Add or Remove Features, under Select Features to Add or Remove, do
the following:
a. Select the check boxes beside those features that you want to add.
b. Clear the check boxes beside those features that you want to remove.
c. Click Update.
7. The Add or Remove Features option only adds or removes the additional
features; it does not remove Smart Electrical.
8. On completion of the process, click Finish.

Installing Smart Electrical in Silent Mode

Silent mode installation involves running a command at the command prompt with arguments
specifying the license activation, product serial number, and installation path. In addition, you
can specify which individual software features to install and the path of the log file.

▪ Because Smart Electrical installation requires Smart License Manager for concurrent
licensing, you must first install the Smart License Manager software on your workstation and
on every other workstation where you are going to install Smart Electrical in silent
mode. For more information about installing and configuring Smart License Manager, see
the Smart License Manager Online Help.
▪ You must ensure that there is sufficient disk space on each workstation for the
installation.
▪ Prior to creating a silent setup of Smart Electrical over a network, ensure that the
following conditions exist:
▪ For a new release, all previous existing versions of Smart Electrical on the target
machine have been uninstalled prior to network installation.

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 Installing the Software

▪ The target machine does not have a directory by the same name to which Smart
Electrical is to be installed.
▪ The target machine meets the free disk space recommendations specified in Smart
Electrical Workstation.
▪ All applications are closed.

Install Smart Electrical in Silent Mode

▪ At each workstation on which you want to install the software, open a Command Prompt
window and type the silent installation command according to the following syntax:
"<setup source folder path>\setup.exe" /install /silent
InstallFolder="<path>" /log "<log file path and name>.log"
SLAACCEPT="YES" SERIALNUM="<product serial number>" ADDLOCAL="ALL"

Ensure that the command line includes spaces where shown before and
after arguments.

▪ Double quotes are required only if the path to the setup.exe file contains spaces.
▪ Argument values are case sensitive.
▪ Mandatory arguments are validated by the setup procedure. If an argument or option is
missing, the setup stops and a log is produced with the name of the missing argument.
Example command line for Smart Electrical installation:
"\\SPELInstall\Setup Files\Setup.exe" /install /silent
InstallFolder="C:\Program Files (x86)\SmartPlant" /log" C:\Setup.log"
SLAACCEPT="YES" SERIALNUM="012345678" ADDLOCAL="ALL"
Pause

Command Line Arguments

Argument Description Mandatory Notes

<setup source The path to the file that Yes

folder path> launches the setup

setup.exe The name of the file that Yes

launches the setup

-install Install product No

-uninstall Uninstall product No

-repair Repair product No

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 Installing the Software

Argument Description Mandatory Notes

-modify Modify product features No

-s, -silent Silent mode Yes This argument is required for

silent mode installation, together
with the mandatory custom
command line arguments;
otherwise, the installation user
interface is displayed.

-l, -log Specifies a log file No If the log argument is used, a

valid file path and name must be
specified.

InstallFolder Specifies the installation No The default installation folder

folder should be set in bundle.wxs. If no
value is specified, the default
installation folder path is:
"C:\Program Files
(x86)\SmartPlant\".

SLAACCEPT Approve license Yes Accepted value: YES

agreement

SERIALNUM Sets the serial number to Yes A valid serial number

be used for installation

USERNAME Sets the user name See 'Notes' This argument is mandatory for
an Evaluation Mode installation

COMPANYNAME Sets the company name See 'Notes' This argument is mandatory for
an Evaluation Mode installation

ADDLOCAL The value of the No For use with the /install and
ADDLOCAL argument is a /modify arguments.
list of features that are to
be installed locally. If the
▪ Accepted values:
ADDLOCAL argument is ▪ ALL — installs all
not present in the available features
command line, the
software installs features ▪ Specified list of features
according to the default delimited by commas.
settings (for details, see The features must be
the Notes below). present in the Feature
column of the Feature
table. The features
available for this product
are listed in the Notes
below.

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 Installing the Software

Argument Description Mandatory Notes

REMOVE The value of the REMOVE No For use with the /modify
argument is a list of argument.
features that are to be
Accepted values: Specified list of
removed or excluded when
features delimited by commas.
modifying an installation.
The features must be present in
the Feature column of the
Feature table. The features
available for this product are
listed in the Notes below.

▪ Command line arguments and their values are case-sensitive; therefore you must ensure
that they are typed exactly as shown in the above table.
▪ Each command line argument must be preceded by a '-' or '/' delimiter, for example:
-install - silent or /install / silent
▪ If none of the arguments: install, uninstall, repair, or modify is specified, install is
assumed as the default.
▪ The ADDLOCAL = "ALL" argument installs all the basic and optional features listed in the
tables below.

Basic Features
The basic features are the same as those selected by default in the regular interface.

Feature Argument Value Notes

Smart Electrical SPEL Smart Electrical is always installed regardless of

whether this argument is specified for ADDLOCAL.
To install this feature alone, use the syntax
ADDLOCAL = "SPEL".
The REMOVE argument cannot
be used with this feature.

Optional Features
Feature Argument Value Notes

Options Manager OPTIONSMGR This feature is not installed unless ADDLOCAL is

present in the command line. Use with REMOVE to
remove or exclude this feature when modifying the
installation.

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 Installing the Software

Feature Argument Value Notes

Import Manager IMPORTMGR This feature is not installed unless ADDLOCAL is

present in the command line. Use with REMOVE to
remove or exclude this feature when modifying the
installation.

Rule Manager RULEMGR This feature is not installed unless ADDLOCAL is

present in the command line. Use with REMOVE to
remove or exclude this feature when modifying the
installation.

To install specific features, use the syntax: ADDLOCAL="FEATURE1,FEATURE2", for example:

ADDLOCAL="OPTIONSMGR,RULEMGR". To skip or remove specific features, use the
syntax: REMOVE="FEATURE1,FEATURE2", for example: REMOVE="IMPORTMGR".
▪ After a successful installation, you may be required to restart the computer.
▪ If a mandatory parameter or value is missing or the value is incorrect, the installation will
stop and an error will be recorded in the log file. It is recommended that after installation,
you check the .log file to ensure that the installation proceeded without errors. If the silent
installation was successful, at the end of the .log file, the following string appears:
Exit code: 0x0

Silent Mode Example Scripts

▪ These examples show the use of either '/' or '-' as argument delimiters.
▪ The 'Pause' command is optional and is used to display completion of the process in the
Command Prompt window.
▪ A value of '%tmp%' for the log file path can be used to write the log file to the active user's
local 'Temp' folder.

Install All Features

"\\Smart Electrical\Setup Files\Setup.exe" /install /silent
InstallFolder="C:\Program Files (x86)\SmartPlant" /log "C:\Install.log"
SLAACCEPT="YES" SERIALNUM="012345678" ADDLOCAL="ALL"
Pause

Install Specific Features

"\\Smart Electrical\Setup Files\Setup.exe" -install -silent
InstallFolder="C:\Program Files (x86)\SmartPlant" -log "%tmp%\Install
Part.log" SLAACCEPT="YES" SERIALNUM="012345678"
ADDLOCAL="OPTIONSMGR,RULEMGR"
Pause

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 Installing the Software

Uninstall the Product

"\\Smart Electrical\Setup Files\Setup.exe" -uninstall -silent -log
"C:\Uninstall.log"
Pause

Repair the Product

"\\Smart Electrical\Setup Files\Setup.exe" -repair -silent -log
"C:\Repair.log"
Pause

Modify Product Features

"\\Smart Electrical\Setup Files\Setup.exe" /modify /silent /log "C:\Update
Features.log" ADDLOCAL="OPTIONSMGR" REMOVE="RULEMGR"
Pause

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SECTION 9

Configuring Reference Data for Smart

Electrical
Smart Electrical Reference Data contains the symbols, data dictionary, filters, and other
information that you use to create and manage electrical engineering data. The default location
for the reference data is ..\SmartPlant\Electrical Reference Data.
With Options Manager, you can identify the location of symbols, drawing and report templates,
as well as other reference data. You can also define naming conventions, default preferences,
formats for data, item type parameters, and various general settings (for example settings used
for cable sizing calculations). Usually, a project manager sets these options at the beginning of a
project. The project manager seldom modifies these options except on rare occasions when
project requirements dictate a change. For more information, see the Smart Electrical Options
Manager documentation.
For a configuration in an integrated environment, be sure the Integration
Resource Path setting in Options Manager points to the Integration Resource Files installed
with the Smart Electrical Reference Data.

Install Smart Electrical Reference Data

1. Insert the Smart Electrical DVD into the drive. If the installation does not start automatically,
double-click SPEL_setup.exe in the main folder.
2. On the Welcome page, click the Additional Software link.
3. On the Additional Software page, click Smart Electrical Reference Data.
4. On the Smart Electrical Reference Data Setup Wizard Welcome page, click Start Setup to
start the reference data setup wizard.
5. On the Details and Features page, under Select Features to Install, make sure that the
Smart Electrical Reference Data check box is selected.
6. Click the Smart Electrical Reference Data header text to display more options.
7. In the Install Path field, accept the default installation path or if required, specify a different
path.
8. Click Next.
9. On the License Agreement page, select your country or region from the list to view the
license agreement in your language and then select the I agree to the license agreement
and conditions check box.
10. Click Install.
11. On completion of the installation, if you want to open the Readme file, select View Readme.
12. Click Finish to close the installation wizard.
13. After installation, do the following:

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 Configuring Reference Data for Smart Electrical

a. Share the folder that contains the reference data. All Smart Electrical users must be
granted read permission to this share. Write permission to the share is required to make
changes to the symbols, rules, templates, and other reference data.
b. Ensure that the SmartPlant Resource Path setting in Options Manager points to this
folder.
We recommend that you make a copy of the reference data and store it with
your plant files. This practice will help you with future service pack installations, data recovery,
and so forth.

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SECTION 10

Working in Thin Client Mode

You can use Smart Electrical in thin client mode, which supports Citrix.

▪ When you access the Smart Electrical application via Citrix, we strongly recommend that
you do not perform any administration activities that run automatically for a long time on a
client machine. When you execute administration activities via Citrix client, the software
actually performs these activities on the server side, while the client remains idle, and the
connection to Citrix is lost, possibly resulting in corruption of data. Examples of these types
of administration activities are: upgrading the database to a new version, importing data
using Import Manager, or importing reference data using Options Manager.
As a workaround, we recommend that you perform these kinds of activities either on your
database server machine or on a client machine using a configuration other than Citrix.
▪ When using thin client mode, all users share a common database, resulting in intellectual
property being shared between all sites.
In a Citrix environment, links within a .chm file to open a web browser will not work.
To view the linked web page, copy and paste the web address into the web browser on your
local machine.

Tuning the Software for Use in Thin Client Mode

The following procedures describe special instructions for the installation of Smart Electrical
when working in thin client mode on a Citrix machine. Tuning Smart Electrical involves
performing the following operations:
▪ Installing Smart Electrical on Citrix.
▪ Creating Global Objects.
▪ Publishing the Smart Electrical program to enable it to be viewed on a web page or in a
published Citrix application list.

Create Global Objects

In order to run Smart Electrical via Citrix using Oracle, users or groups that will be using Smart
Electrical are required to be included in the "Create Global Objects" policy security setting.
1. In Windows, open Control Panel.
2. Click Administrative Tools.
3. Double-click the Local Security Policy icon.
4. In the left pane of the window that opens, expand the hierarchy Local Policies > User
Rights Assignment.
5. In the right pane, double-click Create global objects.

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 Working in Thin Client Mode

6. On the Create global objects Properties dialog box, click Add User or Group.
7. On the dialog box that opens, add the users or groups that will be using Smart Electrical.

Publish the Smart Application using Citrix

Presentation Server
You need to publish the application to allow you to view the data using a web page.
You must perform this procedure for each executable file for which you want
to view data; for example, the Smart Electrical program.
1. On the Start menu, click Programs > Citrix > Metaframe Presentation Server to start the
Citrix Management Console.
The names of dialog boxes may vary from the ones described in this document
according the version of Citrix Presentation Server that you are using.
2. Click Action > New > Published Application.
3. In the Published Application wizard, type a display name such as Smart Electrical, and
an application description, and then click Next.
4. On the Specify What to Publish page, do the following:
a. Click the Application option button (the default).
b. Beside Command Line, click Browse to navigate to the Smart Electrical executable file
location.
c. Click Next.
5. On the Program Neighborhood Settings page, define a program neighborhood folder and
add shortcuts for the clients, and then click Next.
6. On the Specify Application Appearance page, specify the window size, color, and start-up
settings according to your needs, and then click Next.
7. On the Specify ICA Client Requirement page, accept the default value, and then click
Next.
8. On the Specify Servers page, add the Citrix server and then click Next.
9. On the Specify Users page, add the user accounts that are to be granted access to the
published application and then click Finish.
10. After publishing the application, do the following to create the .ica and .html files:
a. On the Citrix Management Console, select the Smart Electrical application, right-click,
then click Create ICA File and follow the wizard instructions.
b. On the Citrix Management Console, select the Smart Electrical application, right-click,
then click Create HTML File and follow the wizard instructions.

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 Working in Thin Client Mode

Publish Smart Applications Using XenDesktop

You need to publish the application to allow you to view the data using a web page.
You must perform this procedure for each executable file for which you want
to view data; for example, the Smart Electrical program.
1. Click Start > All Programs > Citrix > Citrix Studio.
2. In the left pane, click Delivery Groups and do one of the following:
▪ In the main window, click the Delivery Groups tab, select the groups, and in the
Actions pane at the right, click Create Application.
▪ In the main window, click the Applications tab and in the Actions pane at the right,
click Add Applications.
3. On the Introduction wizard page, click Next.
4. On the Applications page, select the check boxes beside the applications you want to add
and click Next.
If you want to add an application from a location other than the local machine,
click Add applications manually and in the dialog box that opens, enter the required
information.
5. On the Summary page, click Finish.
If successful, the application will appear under Applications.
6. Repeat the above steps for each application you want to publish.

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SECTION 11

Upgrading to Smart Electrical

Smart Engineering Manager Upgrade Utility upgrades the Smart Electrical database from
Version 2009 and later to Version 2018.

▪ For an Oracle platform, the version must be Oracle 12c; therefore, if you have an older
version of Oracle, you must upgrade it before upgrading Smart Electrical to Version 2018.
▪ If you are upgrading from a database version of Smart Electrical earlier than 2009, you must
first upgrade that database version to Smart Electrical 2009 using Version 2009 of the
Upgrade Utility (included with Smart Engineering Manager 2009) before upgrading to Smart
Electrical 2018. For more information, visit the Intergraph support Web site
(http://support.intergraph.com).
▪ Smart Electrical database version 2018 is suitable only for Smart Electrical software version
2018.

Requirements Before Upgrading

The tasks in this section must be performed before you begin upgrading your database.

Back Up Your Data

Before you upgrade, back up your existing site and plant data using the Backup and Restore
functionality in Smart Engineering Manager.

Share Paths to Site .INI Files

The Upgrade Utility must be able to read the site INI file for the site containing the plants being
upgraded. Create a UNC network share to the folder containing the site INI file and be
prepared to provide this path during the upgrade process.

Set Oracle Parameters

If you are using an Oracle database, you must modify the following parameters in the initsid
name.ora file using Oracle Enterprise Manager before you begin your upgrade. After
completing the upgrade process, reset these parameters to their original values.
OPEN_CURSORS — Set to at least 500. You can use a higher number if necessary for other
applications. Hexagon PPM software uses open cursors to improve performance and scalability
for database inserts, updates, and deletes.
Hash Parameters — Provide extra memory for the Oracle hash procedure by setting the
following hash parameters to the values shown below. The upgrade process runs much faster if
the hash table fits in RAM, rather than being written to and read from the disk. Therefore, by

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 Upgrading to Smart Electrical

providing extra memory for this procedure during the upgrade process, you can significantly
reduce the time required.

hash_join_enabled=true True is the default setting. However, you should make sure the
setting was not previously changed to False.

hash_area_size=number This setting determines how much RAM is available for use by
the hash tables. The default value for hash_area_size is
131072, and the value you enter for number should be a multiple
of this default value. The new value should be as large as
possible without interfering with the needs of the operating
system. A value of 1310720 (default x 10) would not be
unreasonable for a server with a gigabyte or more of memory.

Memory Management Considerations

Upgrading database information requires significant changes and, therefore, a significant
amount of database server resources. For this reason, we recommend the following:
▪ Upgrade only one plant at a time on a database server.
▪ As much as possible, limit other activity on the database server during the upgrade process.
You should limit the use of Hexagon PPM products on the server, as well as access to the
database by other plants.
▪ The more database server resources available for upgrade, the faster the upgrade process
will proceed. The more activity occurring on the database server during the upgrade
process, the longer that process will take.

Upgrading Sites, Plants, and Applications

You update your site if needed using Smart Engineering Manager.
Before using the new version of the software, we strongly recommend that you
completely upgrade your plant and applications as described in this section. A plant with a
mixture of upgraded and non-upgraded data may result in some data being permanently
inaccessible.
You use the Smart Engineering Manager Upgrade Utility to upgrade the plant and application
databases to the latest version of the Hexagon PPM software.
Before using the new version of the software, we strongly recommend that you
completely upgrade your plant and applications as described in this section. For Smart P&ID,
you should update all drawings to the current version. A plant with a mixture of upgraded and
non-upgraded data may result in some data being permanently inaccessible.
You use the Smart Engineering Manager Upgrade Utility to upgrade the plant and application
databases to the latest version of the software.

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 Upgrading to Smart Electrical

The following table is a compatibility matrix of the most recent software versions.

Smart Engineering Smart P&ID Smart Electrical Smart Process

Manager Engineering

Version 2009 Version 2009 Version 2009 —

Version 2009 SP1 Version 2009 Version 2009 SP1 —

Version 2009 SP2 Version 2009 SP1 Version 2009 SP2 —

Version 2009 SP3 Version 2009 SP2 Version 2009 SP2 HF4 —

Version 2009 SP4 Version 2009 SP3 Version 2009 SP3 —

Version 2009 SP5 Version 2009 SP4 Version 2009 SP3, SP4 —

Version 2009 SP6 Version 2009 SP4, SP5 Version 2009 SP5 —

Version 2014 Version 2014 Version 2009 SP5 —

Version 2014 R1 Version 2014 R1 Version 2015 —

Version 2014 R2 Version 2014 R1 Version 2015 R1 —

Version 2017 Version 2014 R1 Version 2015 R1 Version 2017

Version 2018 Version 2014 R1 Version 2018 Version 2018

Upgrade Requirements at Different Levels

The following table will help you to determine what to upgrade when working with Smart
Engineering Manager 2018.

Level Versions Requiring Upgrade

Site SmartPlant Engineering Manager versions earlier than 2009 SP3

Plant SmartPlant Engineering Manager versions earlier than 2009

Application ▪ SmartPlant P&ID versions earlier than 2014

▪ SmartPlant Electrical versions earlier than 2018

▪ Before upgrading your plants, ensure that your site is up-to-date.

▪ You are not required to upgrade all plants in a particular site at the same time.

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 Upgrading to Smart Electrical

▪ If you are upgrading from a database version of SmartPlant Electrical earlier than 2009, you
must first upgrade that database version to SmartPlant Electrical 2009 using Version 2009
of the Upgrade Utility before upgrading to the current version of the application.

Upgrade a Site
It is not necessary to upgrade your site if the site was created by SmartPlant
Engineering Manager 2009 SP3 or later.
▪ To upgrade a site, in Smart Engineering Manager click Tools > Upgrade Site.

Upgrade a Plant
It is not necessary to upgrade your plant if the plant was created by
SmartPlant Engineering Manager 2009 or later. If you have such a plant, the Upgrade Utility
shows that your plant is up-to-date and you can skip this procedure. For a plant created by a
version of SmartPlant Engineering Manager earlier than 2009, use Upgrade Utility 2009 to
upgrade your plant to Version 2009 first (for details, refer to the 2009 version of the SmartPlant
P&ID Installation and Upgrade Guide, or the 2009 version of the SmartPlant Electrical
Installation and Upgrade Guide).

Upgrade Smart Electrical

Use this procedure to upgrade Smart Electrical when status Upgrade available is displayed for
this application.

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 Upgrading to Smart Electrical

1. Select the plant in the Active Plants node, right-click and on the shortcut menu, click
Upgrade Electrical.

The utility moves the plant from the Active Plants node to the Upgrades in progress node
and displays the list of upgrade tasks required to upgrade the Smart Electrical application.

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 Upgrading to Smart Electrical

2. In the Upgrades in progress node, right-click the plant and on the shortcut menu, click
Finish All Tasks to start the upgrade process for the application.

The following message appears:

3. Click Yes to proceed with the next stage of the upgrade procedure.
As each task is completed, its status changes from No to Yes and a progress bar at the
bottom of the dialog box indicates the upgrade activity for the current task:

After the application is upgraded, the utility moves the plant back under the Active plants
node and updates the application status in the Upgrade Tasks pane to Up-to-date.

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 Upgrading to Smart Electrical

Upgrade Plants with the Batch Upgrade Command

This procedure explains how to upgrade two or more plants and their associated applications at
the same time.
1. In the Plant to Upgrade pane select two or more plants that need to be upgraded.
2. Do one of the following:
▪ From the menu commands, click Upgrade > Batch Upgrade.
▪ Right-click and on the shortcut menu, click Batch Upgrade.
For a list of all changes made during the batch upgrade, including the upgrade
sub-tasks for each plant, see the batch upgrade log files. The log files, named
BatchUpgradeV600_site name.log and BatchUpgradeV600_Details_site name.log, are saved in
the folder where the .ini file resides.

Upgrade Utility Commands

Open Site Command (File Menu)
Allows you to select the SmartPlantV4.ini file for another site that contains plants you want to
upgrade.

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 Upgrading to Smart Electrical

Finish Next Task Command (File Menu)

Runs the first incomplete task in the Upgrade Tasks pane. The status of each task appears in
the Status column.
The Upgrade Utility records how far it progresses during an upgrade task so that it
can recover if system problems occur.

Finish All Tasks Command (File Menu)

Runs all incomplete tasks listed in the Upgrade Tasks pane. The status of each task appears
in the Status column.
The Upgrade Utility records how far it progresses during an upgrade task so that it
can recover if system problems occur.

Run to Selected Task Command (File Menu)

Runs all incomplete tasks up to and including the selected task. The status of each task appears
in the Status column in the Upgrade Tasks pane.
The Upgrade Utility records how far it progresses during an upgrade task so that it
can recover if system problems occur.

Show Log Command (File Menu)

Displays the upgrade log file.

▪ The upgrade log file contains a list of all changes made during the upgrade, including each
upgrade subtask.
▪ The log file, named UpgradeV600_plant name.log, is saved in the folder where the plant
structure resides.

Batch Upgrade Command

Allows you to upgrade two or more plants and their associated applications at the same time.
For a list of all changes made during the batch upgrade, including the upgrade
sub-tasks for each plant, see the batch upgrade log files. The log files, named
BatchUpgradeV600_site name.log and BatchUpgradeV600_Details_site name.log, are saved in
the folder where the .ini file resides.

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 Upgrading to Smart Electrical

Upgrade Plant Command (Upgrade Menu)

Displays the upgrade tasks required for the plant upgrade process. On choosing this command,
the utility moves the plant from the Active plants node to the Upgrades in progress node and
displays the list of upgrade tasks required to upgrade the selected plant.
Click File > Finish All Tasks to start the upgrade process.
If you have not yet run a task, you can cancel the upgrade process by selecting the plant under
the Upgrades in Progress node and clicking File > Cancel to restore the pre-upgrade state.

▪ You must complete all upgrade tasks for a plant before you upgrade the reference data or
drawings in the plant.
▪ You cannot upgrade a backed-up plant without restoring it first.

▪ For a list of all changes made during the plant upgrade, including each upgrade subtask,
see the plant upgrade log file. The log file is saved in the folder where the plant structure
resides.
▪ To view the plant upgrade log file, select the plant in the Tree view, and then click File >
Show Log.

Upgrade Electrical Command (Upgrade Menu)

Displays the upgrade tasks required for the Smart Electrical application upgrade process. Click
File > Finish All Tasks to start the upgrade process. If you have not yet run a task, you can
cancel the upgrade process by selecting the plant under the Upgrades in Progress node and
clicking File > Cancel to restore the application to the pre-upgrade state.
See Also
Upgrade Smart Electrical (on page 53)

Post-Upgrade Tasks
After you complete all the upgrade tasks for a plant, make a full backup of the upgraded
databases.
Some or all of the following post-upgrade tasks may also be required:
▪ Back Up Each Upgraded Plant
▪ Preserve Software Customizations
▪ Update Symbology Definitions
▪ Make Additional Changes for Smart P&ID

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 Upgrading to Smart Electrical

Back Up Each Upgraded Plant

After you have completed the upgrade process for each plant, you should do the following:
1. Set the backup location for the plant in Smart Engineering Manager and perform a full
backup. For more information about backing up a plant, see the Backup and Restore section
of the Smart Engineering Manager Help.
2. Perform a complete database backup.
3. Perform a file system backup to archive the drawings, reference data, and other files.

Preserve Software Customizations

The Upgrade Utility does not make changes that might overwrite user customization of display
names, property formats, calculation programs, validation programs, or layouts.

Upgrade Site Command (Tools Menu)

This command updates the site data dictionary version number to the latest version of the
software.

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SECTION 12

User Access
User access identifies the users allowed to work at specified access levels within the site and
related plant structures. With user access, administrators can control access to data and
thereby ensure the security of their project data.

▪ To see the roles currently defined for a plant, click the Roles node under the plant node in
the Tree view.
▪ To view the rights settings for a particular role, right-click the role in the List view and click
Properties.

▪ To see the roles currently defined for a plant, click the Roles node under the plant node in
the Tree view.
▪ To view the rights settings for a particular role, right-click the role in the List view and click
Properties.

Mutually-Exclusive Rights
User rights can vary from one plant to another in the same site. These rights are defined by
categories. Categories with radio button options indicate that the rights contained within are
mutually exclusive, meaning you can choose only one right in that category to apply to the role.
In other categories, you can choose multiple rights, as denoted by check boxes.
▪ None — The user is not allowed to execute the application or utility for this plant structure.
▪ Read-Only — The user can execute the application or utility for this plant structure to view
the data held within it.
▪ Modify Settings — The user can execute the application or utility for this plant structure to
view the data held within it and to modify any custom settings.
▪ Full Control — The user can execute the application or utility for this plant structure and
perform all commands and modifications.

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 User Access

Smart Electrical User Rights

If you modify properties on the Rights tab, you must execute the Refresh Users
command to properly update the site administrator group and plant structure roles.

Category Options Description

Catalog None None prevents users from accessing Catalog

Manager.
Read-Only
Read-Only allows users to view symbols in
Full Control
Catalog Manager, but not make changes.
Full Control allows users to create new symbols
and edit existing symbols.

Plant Filters None None prevents users from accessing Filter

Manager.
Read-Only
Read-Only allows users to view existing filter
Full Control
definitions, but not make changes.
Full Control allows users to create new filters and
edit existing filters.

Plant Reports None None prevents users from viewing or accessing

the plant reports.
Read-Only
Read-Only allows users to view existing report
Full Control
definitions, but not make changes.
Full Control allows users to create new plant
reports and edit existing reports.

Rules None None prevents users from accessing Rule

Manager.
Read-Only
Read-Only allows users to view existing rule
Full Control
definitions, but not make changes.
Full Control allows users to create new rules and
edit existing rule definitions.

Data Dictionary None None prevents users from accessing the Tools >
(These settings affect Update Select List command.
Read-Only
the Update Select List
Read-Only prevents users from accessing the
command.) Modify Select
Tools > Update Select List command.
Entry
Modify Select Entry allows users to add and edit
Full Control
select lists on the Update Select List dialog box.
Full Control allows users to add and edit select
lists on the Update Select List dialog box.

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Category Options Description

Options None None prevents users from accessing Options

Manager.
Read-Only
Read-Only allows users to view Options settings,
Modify Settings
but not make any changes.
Full Control
Modify Settings allows users to view Options
settings and make changes.
Full Control allows users to add options and edit
existing options.

Electrical Items Data None None prevents users from viewing or accessing
electrical equipment items in the Electrical Index.
Read-Only allows users to view electrical
Read-Only
equipment items in the Electrical Index. Users
are not allowed to make any changes or create
new electrical equipment items in the Electrical
Modify Settings
Index.
Modify Settings allows users to create and edit
Full Control electrical equipment items in the Electrical Index.
Users are not allowed to delete electrical
equipment items in the Electrical Index.
Full Control allows users to create, modify, and
delete electrical equipment items in the Electrical
Index.

Power Distribution None None prevents users from viewing or accessing

Boards and Internals PDB items and their internals in the Electrical
(Index) Index.
Read-Only
Read-Only allows users to view PDB items and
their internals in the Electrical Index. Users are
not allowed to make any changes or create new
Modify Settings
PDB items or their internals in the Electrical
Index.
Full Control Modify Settings allows users to create and edit
PDB items and their internals in the Electrical
Index. Users are not allowed to delete PDB items
and their internals in the Electrical Index.
Full Control allows users to create, modify, and
delete PDB items and their internals in the
Electrical Index.

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Category Options Description

Wiring Equipment None None prevents users from viewing or accessing

wiring equipment items in the Electrical Index.
Read-Only allows users to view wiring equipment
Read-Only
items in the Electrical Index. Users are not
allowed to make any changes or create new wiring
equipment items in the Electrical Index.
Modify Settings
Modify Settings allows users to create and edit
wiring equipment items in the Electrical Index.
Full Control Users are not allowed to delete wiring equipment
items in the Electrical Index.
Full Control allows users to create, modify, and
delete wiring equipment items in the Electrical
Index.

Cable Sizing None None prevents users from viewing sizing data and
performing cable sizing for single cables or
multiple cables in batch mode.
Read-Only
Read-Only allows users to view cable sizing data
on the Sizing Data tab of the Cable Common
Properties dialog box and on the Batch Size
Full Control Cables dialog box.
Full Control allows users to perform cable sizing
for single cables on the Sizing Data tab of the
Cable Common Properties dialog box and on the
Batch Size Cables dialog box for multiple cables.

Cable Replace None None prevents users from replacing multiple

cables in batch mode.
Full Control allows users to replace multiple
Full Control
cables in batch mode.

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Category Options Description

Single Line Diagram None None prevents users from viewing or generating
Drawings (Index) PDB-based single line diagrams.
Read-Only allows users to open and view
Read-Only
PDB-based single line diagrams in the Electrical
Index. Users are not allowed to edit or generate
new PDB-based single line diagrams in the
Modify Settings Electrical Index.
Modify Settings allows users to generate, edit,
Full Control and save PDB-based single line diagrams in the
Electrical Index. Users are not allowed to delete
PDB-based single line diagrams in the Electrical
Index.
Full Control allows users to generate, modify,
and delete PDB-based single line diagrams in the
Electrical Index.

Single Line Diagram None None prevents users from viewing or generating
Generation single line diagrams from the Electrical Engineer.
Read-Only allows users to open and view single
Read-Only
line diagrams from the Electrical Engineer. Users
are not allowed to edit or generate new single line
diagrams from the Electrical Engineer.
Modify Settings
Modify Settings allows users to generate, edit,
and save single line diagrams from the Electrical
Full Control Engineer. Users are not allowed to delete single
line diagrams that were generated from the
Electrical Engineer.
Full Control allows users to generate, modify,
and delete single line diagrams that were
generated from the Electrical Engineer.

Redlining None None prevents users from turning on the redlining

feature.
Full Control allows users to turn on or off the
Full Control
redlining feature.

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Category Options Description

Schematic Drawings None None prevents users from opening, viewing, or

(Index) generating any drawings from Documents folder
in the Electrical Index.
Read-Only
Read-Only allows users to open and view the
drawings in the Documents folder of the
Electrical Index. Users are not allowed to edit or
Modify Settings generate new drawings from the Electrical Index.
Modify Settings allows users to open, edit, and
Full Control save the drawings in the Documents folder of the
Electrical Index. Users are not allowed to delete
any drawings from the Documents folder of the
Electrical Index.
Full Control allows users to generate, modify,
and delete the drawings from the Documents
folder of the Electrical Index.

Schematic Drawing None None prevents users from viewing or generating

Generation schematic drawings in the Electrical Index.
Read-Only allows users to open and view
Read-Only
schematic drawings in the Electrical Index. Users
are not allowed to edit or generate new schematic
drawings in the Electrical Index.
Modify Settings
Modify Settings allows users to generate, edit,
and save schematic drawings in the Electrical
Full Control Index. Users are not allowed to delete schematic
drawings in the Electrical Index.
Full Control allows users to generate, modify,
and delete schematic drawings in the Electrical
Index.

Apply Options Profile Enables or disables the available Apply Options

features. Select the check box to enable an
Circuit
option; clear to disable.
Control Station
Lookup
Schematic
I/O Set

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Category Options Description

Association Among Items Select the check box to enable an option; clear to
disable. Enables or disables users to:
▪ Perform Batch Load Association.
▪ Use Parallel Equipment Assistant.
▪ Drag items in and to the Electrical Index and
Electrical Engineer.
External
Enables or disables users to associate or
Documents
dissociate external documents. Select the check
box to enable an option; clear to disable.

Reference Documents None None prevents users from defining a reference to

a document. Also, when associating a document,
users cannot .associate a document with a plant
Read-Only item.
Read-Only allows users to see the list of the
associated documents on the Define Document
Modify Settings
Reference dialog box. Users are not allowed to
create a new reference or dissociate a document.
Full Control Modify Settings allows users to add new
references on the Define Document Reference
dialog box but not dissociate any documents from
plant items.
Full Control allows users to add or remove a
reference to a document in the Define Document
Reference dialog box.

Templates None None prevents users from viewing Smart

Electrical templates.
Read-Only
Read-Only allows users to view template
Modify Settings
definitions, but not make any changes.
Full Control
Modify Settings allows users to edit existing
templates.
Full Control allows users to create new and edit
existing templates.

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Category Options Description

Reference Data None None prevents users from seeing any reference
Explorer - Cables cable items in the Reference Data Explorer.
Read-Only allows users to see reference cable
Read-Only
items in the Reference Data Explorer and view
reference cable properties, but not make any
changes.
Modify Settings
Modify Settings allows users to edit the
properties of existing reference cables. Users are
Full Control not allowed to create or delete reference cables.
Full Control allows users to create, edit, and
delete reference cables.

Reference Data None None prevents users from seeing any lookup table
Explorer - Lookup items in the Reference Data Explorer.
Tables
Read-Only allows users to see lookup table items
Read-Only
in the Reference Data Explorer and view lookup
table properties, but not make any changes.
Modify Settings Modify Settings allows users to edit the
properties of existing reference lookup tables.
Users are not allowed to create or delete
Full Control reference lookup tables.
Full Control allows users to create, edit, and
delete reference lookup tables.

Reference Data None None prevents users from seeing any equipment
Explorer - Other items in appropriate Reference Data Explorer
Categories folders.
Read-Only
Read-Only allows users to see all reference
equipment items in appropriate Reference Data
Explorer folders and view the equipment items
Modify Settings
properties, but not make any changes.
Modify Settings allows users to edit the
Full Control properties of existing reference equipment items.
Users are not allowed to create or delete
reference equipment items.
Full Control allows users to create, edit, and
delete reference equipment items.

Engineering Data Editor None Enables or disables the creation and management
Layouts of EDE layouts. Select the check box to enable an
Full Control
option; clear to disable.

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Category Options Description

Electrical Engineer None Controls access to the Electrical Engineer. For

example, Full Control access is required to copy
Full Control
items from Electrical Engineer from another
plant.

Import Manager None Controls access to Import Manager. None

prevents users from opening Import Manager. Full
Full Control
Control allows users to open and work within
Import Manager.

SmartPlant Publish Enables or disables the ability to publish or

retrieve documents. Select the check box to
Retrieve
enable an option; clear to disable.

Registered Reports None None prevents users from registering internal

documents.
Read-Only allows users only to open and view the
Read-Only
registered reports.
Modify Settings allows users to create and edit
Modify Settings registered reports using the Common Properties
dialog box, set revisions.
Full Control allows users to modify and delete
Full Control
registered reports.

Project Management None Enables or disables the Project Management table

(As-Built) in As-Built.
Full Control

Project Management None Enables or disables the Project Management table

(Projects) in projects.
Full Control

Apply Naming Enable Enables or disables the ability to apply a naming

Convention convention to Smart Electrical item tags. The
Disable
setting has no effect on the ability to define
naming conventions in Options Manager.

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 User Access

Category Options Description

Wiring Diagrams None None prevents users from viewing wiring

diagrams.
Read-Only allows users to view wiring diagrams,
Read-Only
but not make any editing changes or revisions.
Modify Settings allows users to edit (place
Modify Settings equipment and terminal strips, cables and wires
and perform terminations), revise, and save
existing wiring diagrams.
Full Control
Full Control allows users to create new wiring
diagrams and to edit, revise, save, and delete
existing wiring diagrams.

Cable Block Diagrams None None prevents users from viewing cable block
diagrams.
Read-Only allows users to view cable block
Read-Only
diagrams, but not make any editing changes or
revisions.
Modify Settings Modify Settings allows users to edit (place
reference and project equipment and cables,
perform connections, and so forth), revise, and
Full Control save existing cable block diagrams, and set filters
for common properties.
Full Control allows users to create new cable
block diagrams and to edit, revise, save, and
delete existing cable block diagrams.

PDB Layouts None None prevents users from viewing PDB layouts.
Read-Only Read-Only allows users to view PDB layouts, but
not make any editing changes or revisions.
Modify Settings
Modify Settings allows users to edit, revise, and
Full Control
save existing PDB layouts.
Full Control allows users to create new PDB
layouts and to edit, revise, save, and delete
existing PDB layouts.

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Category Options Description

Miscellaneous None None prevents users from viewing miscellaneous

Drawings drawings.
Read-Only allows users to view miscellaneous
Read-Only
drawings, but not make any editing changes or
revisions.
Modify Settings Modify Settings allows users to edit, revise, and
save existing miscellaneous drawings.
Full Control allows users to create, edit, revise,
Full Control
save, and delete existing miscellaneous drawings.

Bus Load Summary None Controls the ability to modify the preferences for
Calculation Method load summary calculations.
Full Control

Switch Active Operating None Controls the ability to select a specific operating
Case case and make it the active operating case for the
Full Control
plant.

Smart Electrical User Rights Examples

The following examples are suggestions for granting rights to common groups of users. These
examples are a great starting place for defining rights for users of Smart Electrical.

Project Administrators
This group is defined as those who have full control over all aspects of the administrative tasks
and reference data. These users should have the ability to create plant groups, add
applications, and roles. These users should only be able to view and not modify detailed project
engineering data.

Project Engineers
This group is defined as those users who are responsible for the electrical distribution network,
association of items, sizing cables, and specifying equipment. Although these users do not
generate schematic drawings and do not deal with detailed engineering, they should have full
permissions for most Smart Electrical functions.

Project Designers
This group is defined as those users who are responsible for the actual detailed engineering
design, cable termination, cable routing, and generation of drawings. As a rule, project
designers should have read-only user rights to the project documentation and item
properties. Project designers can set up personal filters, tabular views, and create My
Reports. However, they should not be able to modify project defaults.

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Category Administrators Engineers Designers

Smart Engineering Manager Full Control None None

Catalog Full Control Read-Only None

Project Filters Read-Only Full Control Read-Only

Project Reports Read-Only Full Control Read-Only

Data Dictionary Full Control Read-Only Read-Only

Options Full Control Read-Only Read-Only

Electrical Items Data Read-Only Full Control Read-Only

Power Distribution Boards and Read-Only Full Control Read-Only

Internals (Index)

Wiring Equipment Read-Only Full Control Modify Properties

Cable Sizing Read-Only Full Control None

Cable Replace None Full Control Read-Only

Single Line Diagram Drawings Read-Only Full Control Read-Only

(Index)

Single Line Diagram Generation Read-Only Full Control Read-Only

Redlining Read-Only Full Control Read-Only

Schematic Drawings (Index) Read-Only Full Control Full Control

Schematic Drawing Generation Read-Only Full Control Full Control

Apply Options Disabled Enabled Disabled

Associations Disabled Enabled Disabled

Reference Documents Full Control Modify Properties Read-Only

Templates Full Control Read-Only Read-Only

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 User Access

Category Administrators Engineers Designers

Reference Data Explorer - Cables Full Control Modify Properties Read-Only

Reference Data Explorer - Lookup Full Control Modify Properties Read-Only

Tables

Reference Data Explorer - Other Full Control Modify Properties Read-Only

Categories

Engineering Data Editor Layouts Full Control Full Control Full Control

Electrical Engineer Full Control Full Control Full Control

Import Manager Full Control None None

SmartPlant None None Full Control

Registered Reports Full Control Full Control Modify Settings

Project Management (As-Built) Full Control Full Control Full Control

Project Management (Projects) Full Control Full Control Full Control

Apply Naming Convention None Full Control Full Control

Wiring Diagrams None Read-Only Full Control

Cable Block Diagrams None Read-Only Full Control

PDB Layouts None Read-Only Full Control

Miscellaneous Drawings None Read-Only Full Control

Bus Load Summary Calculation None Full Control None

Method

Switch Active Operating Case None Full Control None

Smart Electrical Plant Group Permissions

After defining the roles for your project, you can set appropriate permissions for your groups of
users on a particular plant hierarchy level. This way you can determine which users can access

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 User Access

certain sections of your project. For example, if your hierarchy is defined as Plant/Area/Unit, you
can select a group of users and grant them different permissions for various plants, areas, and
units in your project.

▪ Plant group permissions apply only to those item types in your project for which you have
defined a plant group type in Options Manager. Item types that have not been associated
with a plant group will have unrestricted access even if a particular user has been granted
No Access to that plant group.
▪ Permissions for particular hierarchy levels apply only to the activities performed in the
Electrical Index, Electrical Engineer, and the EDE.
The following plant group permissions are available:

No Access Restricted Access Unrestricted Access

Electrical Index Users cannot view or Allows users to view Grants users full control
access any items in the items, but not edit or of the items in the
selected plant groups. associate items in the selected plant groups.
selected plant groups.

Electrical Engineer Users can view items Users can view items Grants users full control
(but not properties) in (including properties) in of the items in the
the selected plant the selected plant selected plant groups.
groups but cannot groups but cannot
change associations change associations
among the items. among the items.

Engineering Data Users cannot view or Users cannot edit the Grants users full control
Editor access any items in the items in the selected of the items in the
selected plant groups. plant groups. selected plant groups.

▪ Hierarchy permissions do not affect the items that you select for a report. Use the standard
filtering feature to include the items that you require.
▪ Hierarchy level permissions do not affect opening or modifying documents. Hierarchy level
access rights do not govern document revisions either.
See Also
View Access Rights by Role (on page 74)

View Access Rights by Plant Group

This procedure only applies to Smart Electrical.
1. Open Smart Engineering Manager.
2. Select the plant group in the Tree view.
3. Right-click and select Access Rights.
4. Modify the access rights as required.

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 User Access

View Access Rights by Role

This procedure only applies to Smart Electrical.
1. Open Smart Engineering Manager.
2. Select the Roles node in the Tree view.
3. Select a role in the List view.
4. Right-click and select Access Rights.
5. Modify the access rights as required.

Access Rights Command (Tools Menu)

Provides Smart Electrical users the ability to view role-level access by plant group or plant-level
access by role.
You can set access rights to one of three states:
No Access — Allows the role no access, not even read-only access, to the plant group, no
matter what user rights are assigned to the role.
Restricted Access — Reduces the user rights for the role to read-only in the selected plant
group. For example, if the role has been assigned full-control in all user access rights, selecting
this option limits the role to read-only access in the plant group.
Unrestricted Access — Does not limit the user rights for the role in the plant group.
See Also
View Access Rights by Role (on page 74)

Access Rights Dialog Box

Displays role-level access rights by plant group or plant-level access rights by role.
The options on this dialog box only apply to Smart Electrical.

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 User Access

When you select a plant group in the Tree view and then click Tools > Access Rights, the
Access Rights dialog box displays the role access assigned to that plant group.

Plant group — Displays the plant group level you selected in the Tree view.
Application — Displays the applications associated with the selected plant group.
Access rights — Displays the roles defined for the plant group and their assigned plant group
access rights.
Expand All — Opens the entire Access rights list, allowing you to quickly view all the rights
options.
Collapse All — Closes the entire Access rights list.

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When you select the Roles node in the Tree view, then select a role in the List view and click
Tools > Access Rights, the Access Rights dialog box displays the plant group access
assigned to that role.

Role name — Displays the role you selected in the List view.
Application — Displays the applications associated with the selected role.
Access rights — Displays the plant group levels in the plant in which the role resides.
Expand All — Opens the entire Access rights list, allowing you to quickly view all the rights
options.
Collapse All — Closes the entire Access rights list.

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SECTION 13

Customizing Your Reference Data

Several tools are delivered during installation that allow you to customize your reference data.

Customizing Reference Data Options

Reference data options control the look and feel of the product and controls much of the data
used throughout the life of a project.
Use Smart Electrical Options Manager to define data dictionary templates and symbols for SLD
drawings.
1. Click Start > Programs > Smart Electrical > Options Manager.
2. Make the definitions that you require.
3. Click Settings.
4. Verify that all \\node\share entries are set to the shares defined during reference data
installation.
5. Click File > Save.
For more information about working with reference data options, click Help > Printable Guides
in Smart Electrical and select the Options Manager User's Guide.

Working with Filters

Filter Manager, delivered with Smart Engineering Manager, allows you to select the items to
display in the engineering application. You can use this feature to clear the view of other items
to display one class of items.
For more information about working with filters, see the Filter Manager User's Guide.

Working with Formats

Format Manager, delivered with Smart Engineering Manager, allows you to define the
characteristics and formats for labels, report data and formatted properties. You can also create
and edit formats.
For more information about working with formats, see the Format Manager User's Guide.

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Working with Symbols and Labels

Symbols include a graphic representation of the item as well as the properties associated with
that item. Catalog Manager, delivered with Smart Engineering Manager, allows you to create
and edit these symbols.
Some of the characteristics of a symbol include the graphic representation of the item, labels,
the icon that represents the item, and the properties associated with the item.

▪ For more information about working with symbols and labels, see the Catalog Manager
User's Guide.
▪ For guidelines about how to create symbols for single-line diagrams in Catalog Manager,
see Guidelines for Creating SLD Symbols in Catalog Manager in the Smart Electrical User's
Guide.

Modifying Data Model Properties

Data Dictionary Manager, delivered with Smart Engineering Manager, allows you to modify the
data model properties, including the database entries, select lists, and item types that form the
underlying data structure.
With Data Dictionary Manager, you can perform the following tasks:
▪ Add and change properties for specific database tables
▪ Create select lists and add entries to them
▪ Associate validation programs with various item types
Because your changes can affect the database for the entire project, only system administrators
and project managers typically customize the database with Data Dictionary Manager.
For more information about using Data Dictionary Manager, see the Data Dictionary Manager
User's Guide.

Establishing Design Rules

By defining typical or standard design rules, you can quickly and easily place required cables,
motors, and other electrical equipment on a drawing. These rules define the placement
characteristics of items and how items interact with each other. Using rules, you also confirm
that you meet proper design criteria.
The Rule Manager provides the tools for creating and editing rules. For more information, see
the Rule Manager User's Guide.

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Configuring Border Templates

The delivered borders are embedded in the delivered template files. Before you can see
modifications made to the drawing border during the course of a project, you must edit the
delivered templates. If you do not modify the delivered template files, the borders of the
drawings created with these templates will not be modifiable on a global level. In other words,
changes to border files do not show up in drawings that are using the embedded border
template files, which means that you can change the border of drawings only on a
drawing-by-drawing basis.

Smart Electrical Delivered Templates

Smart Electrical delivers the following border templates.

Metric Templates
Template File Border File Page Size

A4 Tall.spe A4 Tall.sym A4 Tall (210mm x 297mm)

A4 Wide.spe A4 Wide.spe A4 Wide (297mm x

210mm)

A3 Tall.spe A3 Tall.spe A3 Tall (297mm x 420mm)

A3 Wide.spe A3 Wide.spe A3 Wide (420mm x

297mm)

A0_Template.spe A0_Template.spe A0 Wide (1189mm x

841mm)

English Templates
Template File Border File Page Size

A Tall.spe A Tall.spe A Tall (8.5in x 11in)

A Wide.spe A Wide.spe A Wide (11in x 8.5in)

C Tall.spe C Tall.spe C Tall (17in x 22in)

C Wide.spe C Wide.spe C Wide (22in x 17in)

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 Customizing Your Reference Data

Edit Delivered Templates

Before editing the delivered templates, verify that the correct plant structure has been selected
and that no drawings are open.
1. In Windows Explorer, browse to the default templates location defined in Options Manager
or the location of the reference data of your plant.
2. Select the template that matches the system of units and page size requirements for the
drawing and double-click the template file to open it in Smart Electrical. Refer to the
previous chart to determine the appropriate template and border files.
You also can drag a template file into the application window to open it.
3. Select the existing border file, and on the keyboard, press Delete.
4. Click Edit > Insert > Object.
5. Clear the Link check box to be sure the item will be embedded.
6. Click Browse.
7. Click the border file to use. You can use the delivered border or choose another border.
8. Click Open.
9. Click OK on the Insert Object dialog box.
10. Position the border file in the template.
11. Click File > Exit.

Create a Border Template

1. Open Smart Electrical and verify that the correct plant structure has been selected.
2. Click File > New Template.
3. Click File > Page Setup.
4. Select the sheet size in the Standard option and then click OK.
5. Click File > Properties.
6. On the Units tab select a unit in the Length, Angle, and/or Area Readout boxes to specify
the default units of measure, and then click OK.
7. Click Edit > Insert > Object.
8. Verify that Link is selected if you want the border file linked, or clear the Link check box if
you want to embed the file.
9. Select the border to use and click Open, and then click OK.
10. Click File > Save.
11. Type the name for the template in the File Name box.
12. Save the template border in the default templates location defined in Options Manager.
13. Click Save.
14. Click File > Exit.

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SECTION 14

Working with Integration

The integration functionality standardizes and improves the communication among the various
authoring tools you use in the course of designing, constructing, and operating a plant. Smart
integration manages data exchange among these authoring tools, which enables sharing and
re-use of plant information throughout the plant life-cycle. SmartPlant Foundation acts as a
repository for data and a medium through which information is shared among other tools, such
as Smart Instrumentation, Smart P&ID, and Smart 3D.
Most of the commands that provide access to Smart integration functionality exist in the
common user interface available on the SmartPlant menu in Smart Engineering Manager,
Smart Instrumentation, Smart Electrical, Smart P&ID, and Drawing Manager.
The following graphic displays what Smart Electrical publishes and retrieves and shows the flow
of data and the different types of data.

Smart Electrical interacts with SmartPlant Foundation by correlating items between the plant
database and the SmartPlant Foundation database, retrieving documents such as Electrical
Power Elements, Electrical Signal List, Cable Schedule reports, and P&IDs, from SmartPlant
Foundation. Also, Smart Electrical creates a set of tasks in the To Do List that you can run to
update the plant database. In Smart Electrical, you can also use the commands on the
SmartPlant menu to publish documents and retrieve data, access SmartPlant Foundation to
browse data, and subscribe to change notifications and compare documents.

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 Working with Integration

You can only use the SmartPlant menu commands after your plant is registered. For
more information, see Smart Engineering Manager Help.

Registering Tools
Before you can publish and retrieve documents from any of the other authoring tools, such as
Smart P&ID or Smart Instrumentation, you must register each plant in Smart Electrical with a
SmartPlant Foundation database. The connection allows Smart Electrical to use the commands
on the SmartPlant menu. A Smart Engineering Manager administrator typically registers a
plant.
The software maps a plant and all its projects to a single SmartPlant Foundation URL, which
points to one, and only one, SmartPlant Foundation plant database and its projects. When you
use the Register command in any of the authoring tools, you are registering an authoring tool
plant with a SmartPlant Foundation URL and plant that you specify.
The system administrator must register each plant in the authoring tool once; this action takes
place in Smart Engineering Manager. After the plant is registered, you can publish and retrieve
documents.

Preparing the Integrated Environment

To enable Smart Electrical to work in an integrated environment, you must do the following:
1. Install the Schema Component and the SmartPlant Client, delivered with SmartPlant
Foundation, on each Smart Engineering Manager and Smart Electrical workstation. For
more information about installing these components, see the SmartPlant Enterprise
Installation and Setup Guide.
Before you install the Schema Component and the SmartPlant Client, be sure to
install the software prerequisites described in the SmartPlant Client Workstations section of
the SmartPlant Enterprise Installation and Setup Guide.
2. Use a hierarchy that contains a minimum of three levels when you create your plant in
Smart Engineering Manager.
In addition to requiring a minimum of three-levels in hierarchies, SmartPlant
configurations also require that the names of hierarchy items cannot be changed after they
are created and that the hierarchy structure cannot be modified after you create the
project. For more information, see the SmartPlant Enterprise Installation and Setup Guide
or the Using Custom Hierarchies in an Integrated Environment (on page 86) topic in the
Smart Engineering Manager Help.
3. Associate applications with and assign user access rights to your plant.
When Smart P&ID and Smart Electrical are both enabled for a plant, they are
both enabled for all projects in that plant. If a project requires only one of these
applications, create separate plants for each application, then enable Smart P&ID for one
plant and Smart Electrical for the other.
4. Edit the SmartPlant Resource Path setting in Options Manager to point to the SmartPlant
Resources folder installed with the Smart Electrical reference data.
The path specified in Options Manager must contain the tool schema .xml
file to enable publish and retrieve operations between the tool and SmartPlant to work
properly.

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5. Register your SmartPlant plant with SmartPlant Foundation, as described in the Smart
Engineering Manager Help.

▪ When you register your plant, you must specify the location of the Smart Engineering
Manager schema map file (SPEMDataMap.xml). For more information, see the Specify
Map File Dialog Box topic in the Smart Engineering Manager Help.
▪ If only one application is associated with the plant at the time it is registered, only that
application is registered. If another application is later associated with the plant, the
Register command is enabled so that you can register the new application with the
plant.

Tool Requirements for Integrating Smart Electrical

This topic describes rules and settings that allow Smart Electrical data to be shared correctly
with Smart 3D, Smart Instrumentation and Smart P&ID, and the other tools that are part of an
integrated environment. Other tools that are not listed here have no known Smart Electrical /
Smart integration issues.

Integration with Smart Instrumentation

In order to have a successful data exchange between Smart Electrical and Smart
Instrumentation, make sure that:
▪ Both Smart Electrical and Smart Instrumentation have the same plant hierarchy structure
▪ In Smart Instrumentation, instruments and I/O signals are defined on the lowest plant
hierarchy level
▪ In Smart Instrumentation, cabinets are defined on the highest plant hierarchy level
▪ In Smart Electrical, you defined a registered report for both the I/O lists and for Instruments
requiring power supply.
You must also ensure that the following Smart Electrical select lists and Smart Instrumentation
supporting tables contain identical values:
▪ System I/0 type
▪ Rated Voltage
▪ Power Supply AC/DC Flag
▪ Number of Phases
▪ Operating Mode
▪ Process Function
▪ Frequency
Furthermore, in Smart Electrical Options Manager, in the General Settings window, you need
to make the following changes:
▪ For the Smart Instrumentation Default Domain setting, specify the name of a Smart
Instrumentation domain which you want to set as a source domain for retrieving detailed
wiring data to be included in schematics.

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 Working with Integration

▪ If you want to retrieve enhanced reports to be included in schematics, select Yes for the
setting Include Enhanced Reports in Schematics.
In the two tools, the units of measure of certain properties might be defined using a different
precision accuracy. For example, 1.2 kW (one-digit accuracy of precision) in Smart Electrical
corresponds to 1.23 kW (two-digit accuracy of precision) in Smart Instrumentation. This may
result in inconsistencies and could be interpreted as an update when retrieving data.
These properties are:
▪ Rated Active Power
▪ Rated Reactive Power
▪ Rated Apparent Power
▪ Full Load Current
▪ Operating Mode Coincidence Factors (X, Y, Z, ZZ)
▪ Starting Current

Integration with Smart 3D

In order to have a successful data exchange between Smart Electrical and Smart 3D, make sure
that Smart Electrical reference cables used in the project match the cables Smart 3D has in its
Catalog. Smart 3D identifies the type of the retrieved cable by looking at the reference cable
name in the Catalog; if this cable in the Catalog does not exist, the retrieved cable is identified
as an unknown cable for cable routing purposes.

▪ Smart Electrical ships a sample report named Reference Data Cables Interface to Smart
3D, which you can use as a source to be transferred to Smart 3D, so that Smart 3D users
can create their Catalog using the report data.
▪ If cables that originated in Smart Electrical were subsequently deleted in Smart 3D and then
published back from Smart 3D, Smart Electrical does not generate Delete tasks for those
cables.
Make sure that the following select lists in Smart Electrical match the content of the related
select lists in Smart 3D:
▪ Routing status
▪ Segregation level
Smart Electrical also publishes to Smart 3D the relations to the cable side 1 and side 2. If
Smart 3D does not contain the relations, Smart 3D cannot perform cable routing.
This means that:
▪ In Smart Electrical, the cables must have their side 1 and side 2 associated before
publishing.
▪ In Smart 3D, users must make sure that each object referenced in the cable sides has a
corresponding object in the Smart 3D data model.

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 Working with Integration

Integration with Smart P&ID

Smart Electrical can retrieve items of electrical equipment that were published from Smart
P&ID. Electrical equipment in Smart P&ID constitutes electrical motors and heaters only.
Smart Electrical retrieves any items of process equipment that are associated with the electrical
equipment: for example, if a motor is associated with a pump in Smart P&ID, the pump is
retrieved along with the motor in Smart Electrical. Likewise, if the software retrieves a heater
that is associated with a vessel, then that vessel is also retrieved. The software also supports
retrieval of multiple electrical equipment associations to a single item of process equipment, for
example, where several heaters are used to heat up one vessel. Note that Smart Electrical
does not retrieve items of process equipment that are not associated with electrical items.
When Smart P&ID and Smart Electrical are both enabled for a plant, they are
both enabled for all projects of that plant. If a project requires only one of these applications,
create separate plants for each application, and then enable Smart P&ID for one plant and
Smart Electrical for the other.
When retrieving an item of mechanical equipment associated with a motor from
Smart P&ID, the numerical value and units of measure of the Power Driver Rated property as
set in Smart P&ID must exactly match an existing value of the Motor Rated Power property in
Smart Electrical for the task to run successfully. In addition, if you run the Smart Electrical
command to copy the value of the process equipment Absorbed Power property to the motor
Brake Power property, the software only validates values of the brake power that do not exceed
the motor rated power, as determined by the standard Smart Electrical rule.

Using Projects in an Integrated Environment

When working in an integrated environment with a plant that has projects, you need to make the
following changes in Smart Electrical Options Manager, in the General Settings window:
▪ For the Allow Full Access to As-Built setting, select No. To use such a plant in an
integrated environment, you must ensure that it is not possible to change As-Built data in
As-Built itself. After you select No for this setting, the software can only update As-Built
when you merge project data with As-Built.
▪ For the As-Built Claim Mode setting, select Exclusive. Integration does not support
having the same item claimed for different projects.

Mapping for SmartPlant Integration

If you customize the plant database items or attributes in your Smart Engineering Manager
plant, you must define the mapping between these customized plant attributes and the
properties in the SmartPlant schema.
1. Open the plant data dictionary by right-clicking the plant in the Tree view in Smart
Engineering Manager and selecting the Data Dictionary Manager command. For more
information, see Data Dictionary Manager Command (Tools Menu) in the Smart Engineering
Manager User's Guide.
2. Add or modify the attributes in Data Dictionary Manager for each level in your hierarchy.
For more information, see the Add a Property to Database Tables topic in the Data
Dictionary Manager User's Guide.

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3. Open the plant SPEMDataMap.xml schema map file in the Schema Editor and map the
plant database items between the tool schema (SPEMDataMap.xml) and the SmartPlant
schema. For more information, see the Schema Editor User's Guide.

▪ If you add an enumerated list attribute to the plant data dictionary, see the Hierarchical
Enumerated Lists topic in the Smart Electrical User's Guide for information about mapping
these complex data types.
▪ The default SPEMdatamap.xml file contains the EF_SPAPlant attributes (CompanyName,
SiteName, SiteLocation, DivisionName, and DivisionLocation). This file is delivered to the
..\Engineering Manager\SmartPlant Resources folder.

Using Custom Hierarchies in an Integrated

Environment
SmartPlant integration supports custom hierarchies, as long as they contain a minimum of three
levels. By default, the delivered SPEMdatamap.xml file is compatible with the standard Plant >
Area > Unit hierarchy.

▪ After registering, Smart Engineering Manager cannot retrieve the PBS document if the plant
and SmartPlant hierarchies are not compatible. To be compatible with the SmartPlant
hierarchy, your plant hierarchy can contain less than or equal, but not more than the number
of levels in the SmartPlant hierarchy.
▪ Smart Engineering Manager retrieves from the SmartPlant hierarchy only the hierarchy
levels it needs. For example, if your plant hierarchy contains 4 levels and the SmartPlant
hierarchy contains 8 levels, only the top 4 levels of the SmartPlant hierarchy are retrieved.
▪ All Smart Engineering Manager hierarchy item names (plant group names) below the plant
(top level) must match the names in the SmartPlant Foundation plant hierarchy that are at
the same level. The names are case-sensitive and therefore the cases must also
match. The plant names do not have to match.
▪ In addition to requiring a minimum of three-levels in hierarchies, SmartPlant integration also
requires that the names of hierarchy items cannot be changed after they are created and
that the hierarchy structure cannot be modified after you create the project. For more
information, see the SmartPlant Enterprise Installation and Setup Guide.

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 Working with Integration

Register Command (SmartPlant Menu)

Allows you to register a plant database, along with its associated applications, with an instance
of SmartPlant Foundation. Each database must be registered before you can connect to
SmartPlant Foundation to perform any specific tasks, such as publishing or retrieving files. You
can register each plant database only once.
During registration, the software maps the plant database, all of its projects, and all of its
associated applications to a single SmartPlant Foundation URL, which points to one SmartPlant
Foundation plant database, and returns a unique signature for the tool/plant combination being
registered.

▪ You must install the Schema Component and the SmartPlant Client, delivered with
SmartPlant Foundation, on your Smart Engineering Manager workstation before you can
register your plant.
▪ If only one application is associated with the plant at the time it is registered, only that
application is registered. If another application is later associated with the plant, you must
also register the new application with the plant.
After the plant is registered, the SmartPlant tab is added to the Plant Structure Properties
dialog box. The SmartPlant tab displays the SmartPlant Foundation URL, the SmartPlant
Foundation plant database, and the unique application identifiers returned by the registration
process.

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