Spe Install Guide

SmartPlant Explorer
Installation Guide
Version 2009 HF2 (06.00.00)

August 2010
DSPE2-PE-200001G
Copyright
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Intergraph Corporation
P.O. Box 240000
Huntsville, AL 35813
Street address: 170 Graphics Drive, Madison, AL 35758
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Contents
Internationalization...................................................................................................................................... 5
Welcome to SmartPlant Explorer ............................................................................................................... 7
New Features in SmartPlant Explorer .................................................................................................... 7
Version 2009 .................................................................................................................................... 7
Hardware and Software Recommendations ........................................................................................... 8
Software Version Compatibility ............................................................................................................... 8
SmartPlant Explorer Hardware and Software Recommendations ................................................... 9
Basic Installation and Configuration...................................................................................................... 10
Impersonated Users .............................................................................................................................. 11
Upgrading from a Previous Version ...................................................................................................... 11
Remove SmartPlant Explorer ............................................................................................................... 12
Installing the SmartPlant Explorer Web Server .................................................................................... 12
Microsoft Internet Explorer Installation ........................................................................................... 13
Internet Information Service Installation ......................................................................................... 13
Install SmartPlant Explorer Web Server ......................................................................................... 13
Install Application Modules ............................................................................................................. 16
Configuration Activities ................................................................................................................... 18
PDS 3D Module .......................................................................................................................................... 21
Configuring the PDS 3D Module ........................................................................................................... 21
Creating DSNs................................................................................................................................ 21
Adding a Project ............................................................................................................................. 23
SmartPlant Instrumentation Module ........................................................................................................ 25
Configuring the SmartPlant Instrumentation Module ............................................................................ 25
Setup for Oracle Networking Components ..................................................................................... 25
Adding a Site using an Oracle Database ....................................................................................... 26
Adding a Site using a Microsoft SQL Server Database ................................................................. 26
Adding a Domain ............................................................................................................................ 27
Define the Location of SmartPlant Instrumentation Server ............................................................ 27
Adding a Plant ................................................................................................................................ 28
PDS PID Module......................................................................................................................................... 29
Adding a Project .................................................................................................................................... 29
SmartPlant PID Module ............................................................................................................................. 31
Configuring Microsoft Excel Distributed COM Configuration Properties .............................................. 31
Installing Oracle Networking Components ............................................................................................ 32
Adding the SmartPlant PID Module to the Web Server ........................................................................ 32
Configuring the SmartPlant PID Module ............................................................................................... 32
SmartPlant Electrical Module ................................................................................................................... 35
Configuring Microsoft Excel Distributed COM Configuration Properties .............................................. 35
Installing Oracle Networking Components ............................................................................................ 36
SmartPlant Explorer Installation Guide
Contents
Adding the SmartPlant Electrical Module to the Web Server ............................................................... 36
Configuring the SmartPlant Electrical Module ...................................................................................... 36
Administrating SmartPlant Explorer ....................................................................................................... 39
Access Control ...................................................................................................................................... 39
Add a Role ...................................................................................................................................... 40
Add a User ...................................................................................................................................... 41
System Security .................................................................................................................................... 41
Basic Authentication ....................................................................................................................... 41
Integrated Windows Authentication ................................................................................................ 42
Certificate Authentication................................................................................................................ 42
Switching Authentication Methods ................................................................................................. 43
Changing Session Timeout ............................................................................................................ 43
Important Files to Back Up.................................................................................................................... 44
Changing Settings ................................................................................................................................. 44
Index ........................................................................................................................................................... 45
SECTION 1
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 (like 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 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 an US/English operating system
Using German Regional Settings (where the decimal point is a comma) on a US/English
operating system
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:
Internationalization
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 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 will be 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 would 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.
Questions and Assistance

Please contact your support representative for assistance.
SECTION 2
Welcome to SmartPlant Explorer

SmartPlant Explorer is your data access solution for viewing, querying, and reporting on plant
data throughout the plant life cycle. SmartPlant Explorers quick point-and-click display,
navigation, and reporting functions reduce the time spent searching for plant data to the click of a
button. With SmartPlant Explorer, you can find schematics, drawings, and engineering, vendor,
and maintenance data for a particular pump, or locate all the valves of a certain type throughout
your facility, without ever leaving your desk.
With a point-and-click interface, SmartPlant Explorer is as easy to use as any Web browser.
SmartPlant Explorer uses the project database as its information source and also takes
advantage of the Microsoft Windows operating system technology and functionality, which
provides ease of use, increased performance, and unsurpassed security.
SmartPlant Explorer provides a Web-enabled window into Plant Design System (PDS),
SmartPlant P&ID, SmartPlant Instrumentation, and SmartPlant Electrical projects, as well as other
plant data. In short, SmartPlant Explorer creates a Web site where you can easily view and
explore your plant design data, including instrumentation, piping and instrumentation diagrams
(P&IDs), 3D models, and associated engineering data. Most importantly, anyone in the enterprise,
and even beyond, can easily locate information by using SmartPlant Explorer.
SmartPlant Explorer also helps lower project expenses by eliminating costly errors and rework
due to erroneous or outdated information. Because SmartPlant Explorer accesses data directly
from the data source, it eliminates the need to maintain a duplicate set of data. This direct access
results in increased accuracy, quick turnaround and delivery of revised data, improved
communications, and lowered project costs. Also, accessing data through the Web eliminates the
need for dated paper documents, which often must be requested from a document control
organization or from engineering personnel.
New Features in SmartPlant Explorer

The following new features have been added:
Version 2009
The SmartPlant Instrumentation module now displays Enhanced SmartLoop drawings as they
were generated by the software, using the specific preferences and settings from the domain
that the drawing was generated in, based on the user configuration in SmartPlant Explorer.
You must have installed SmartPlant Instrumentation 2007 SP6 HF 13 or higher or

SmartPlant Instrumentation 2009 SP1, for this feature to work.
In the Settings.js file, change the var INtools_DomainSpecificEslPreferences =false;
to true. This file can be found in the home folder where you installed SmartPlant Explorer
in the Web Server folder.
In the SmartPlant P&ID module when opening a report for one of the following categories;
Equipment
Mechanical
Vessel
Heat Transfer
When the item you select appears in more than one drawing, you can now select a specific
drawing to be displayed instead of the default drawing. For example, if you choose a vessel
that appears in drawing 1 and drawing 2, you can now select which of the drawings to display.
SmartPlant Explorer 2009 supports Windows Vista Business Client 32-bit mode with Users
Access Control (UAC) on.
When installing Active X controls UAC must be turned off. Once installed you can
restart UAC on your machine.
The SmartPlant P&ID module now supports the display and control of Typicals.
The SmartPlant Electrical module now allows you to preview registered documents prior to
printing.
It is now possible for users registered in one domain, to access data and reports in another
domain and save them to Excel.
SmartPlant Explorer now gives you the option to generate your reports in the current browser
window or in a new browser window.
For this functionality to work you must disable you browsers pop-up
blocker.
It is now possible when working in SmartPlant Explorer to connect to different SmartPlant
Instrumentation databases from the same SmartPlant Explorer server.
Hardware and Software Recommendations

This section contains important administrator information. Please read the entire section before
you begin the installation.
Software Version Compatibility

SmartPlant Explorer Version 2009 supports:
SmartPlant Instrumentation Versions;
2007 service pack 6.
2009 and its service packs.
SmartPlant Electrical Version;
2009 and its service packs.
SmartPlant P&ID Versions;
2009.
PDS PID Version;
07.00.0.23.
PDS 3D Version
07.01.
SmartPlant Markup Version;
03.08.
SmartPlant Review Version;
06.02.00.11.
SmartPlant Explorer Hardware and Software

Recommendations
The following are the recommended hardware and software recommendations for SmartPlant
Explorer's Web Server and Modules applications, which must be installed on the same computer.
For multiple concurrent users (up to 25) a 2 or 4 core processor is recommended.
Hardware Recommendations
Pentium IV with 3 GHz processor or Pentium dual core with 2 GHz processor or higher
2 GB RAM or higher
CD-ROM drive access, either locally or through a network connection
Windows supported printer access, either locally or through a network connection
For multiple concurrent users (up to 25) a 2 or 4 core processor is recommended with 4
GB RAM and with 3GB switch enabled.
Supported Operating Systems
Microsoft Windows XP Professional Service Pack 3 (32-bit)

Microsoft Vista Business Client Service Pack 2 (32-bit)
Microsoft Windows 7
On a machine working with the Vista operating system and an Oracle database, after
installing the Oracle client you must register the igrORASPConnect412.dll using the
registeroracle.bat file. Both the .dll and the .bat file can be found in the SmartPlant
Explorer > RAD folder on the drive where you installed SmartPlant Explorer.
On a machine working with the Vista operating system, IIS 6.0 and IIS 7.0 must both be
installed and working for SmartPlant Explorer to work.
Supported Database
Microsoft SQL Server 2005 Service Pack 2

Oracle Database 10g Release 2 (10.2.0.4)
The client database software must be of the same version as the server database
software.
Recommended Disk Space
At least 160 MB of free hard drive space for the web server.
At least 60 MB of free hard drive space for the modules.
Software Prerequisites
Adobe Reader 8.0 or later compatible version (required for viewing the Software License
Agreement and Printable Guides). The latest version is downloadable from the Adobe Web
site.
Microsoft Internet Explorer 7.0 or Microsoft Internet Explorer 8.0 (required for viewing the
Online documentation delivered with the software)
Microsoft Office 2003 or 2007 (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
Microsoft .NET Framework 3.5

Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 or later service pack of
MDAC 2.8 if installed with the operating system (MDAC 2.8 is delivered as part of Microsoft
Windows XP Service Pack 3). For more information, see Install MDAC Driver
(SPI_Install_MDAC_1h.htm).
Microsoft Management Console (MMC) 3.0.(MMC 3.0 is included with Microsoft Windows
Server 2003 R2 and Microsoft Windows Vista, or can be downloaded from Microsoft Help and
Support.)
Microsoft Visual C++ 2008 SP1 Redistributable Package (runtime components), available
from the Microsoft Download Center.
Windows 7 users must select the Allow IIS intrinsic properties check box on the
Advanced tab of each modules component propreties. The component properties can be found
under Control Panel > Administrative Tools > Component Services, and then in the
Component Services window by navigating to Com+ Applications > SmartPlant Web Server >
Components.
Basic Installation and Configuration

SmartPlant Explorer has two main parts: the SmartPlant Explorer Web Server and one or more
SmartPlant Explorer application module servers (PDS 3D Module, SmartPlant Instrumentation
Module, PDS PID Module, SmartPlant PID Module, and SmartPlant Electrical Module).
The SmartPlant Explorer Web Server provides the central services for the SmartPlant Explorer
application modules. These services include the roles, components, and basic actions required to
interact with the individual SmartPlant Explorer application module servers.
Users connect to the SmartPlant Explorer Web Server with Microsofts Internet Explorer Web
browser. The Web browser sends a http request to view application data to the SmartPlant
Explorer Web Server. The SmartPlant Explorer Web Server then forwards this request to the
corresponding SmartPlant Explorer application module server. The SmartPlant Explorer
application module server retrieves the requested information from the application-specific
database and passes that information back to the SmartPlant Explorer Web Server. The
SmartPlant Explorer Web Server then formats this information into an HTML page and displays
this page to the user.
You must install the Web Server and the application module servers on the same
computer.
10
Impersonated Users
Instead of using each individual user's login to communicate with the SmartPlant Explorer
application module servers, the SmartPlant Explorer Web Server impersonates a single
predefined Windows user. You need to decide who this user is and create the user in Windows
before you install the SmartPlant Explorer Web Server.
The impersonated user must have access to any shares that SmartPlant Explorer might ever need
to access. For example, if you have associated documents on a share, this user must have access
to that share.
We highly recommend that you think about what user you want to use and create any needed
users before you install the SmartPlant Explorer Web Server. This user needs to be a Windows
domain user and an administrator on the computer on which you load the SmartPlant Explorer
Web Server.
The SmartPlant Explorer application module servers (the servers that communicate with the
application database) will need to know who this Windows user is. You will be prompted for this
user during the installation of each application. In addition, the SmartPlant Explorer application
module servers also need a second Windows user account that has administrator access to the
server on which they are installed. This second Windows user can be the same as the first user,
but must have administrator access to the application module server. You can change either user
name or user password on the appropriate server after installation using Microsoft Component
Services on Windows.
Upgrading from a Previous Version
You must remove any previous versions of SmartPlant Explorer including any installed
modules before installing Version 2009.
When removing a previous version, you are prompted whether or not you want to
keep your actions and custom reports for use in version 2009. This functionality does not work for
the SmartPlant Electrical module when upgrading from version 2007 SP6 You must, before
upgrading, save the spespel.mdb file manually and then add it to the saved data folder after
upgrade.
On upgrading to Version 2009, the software automatically updates ActiveX controls and
removes all previously-installed unused ActiveX controls.
On an Vista operating system the UAC functionality must be set to off to install the
Active X controls. After the installation of the Active X controls you can restart the UAC.
After upgrading to Version 2009, or after installing a service pack you must restart your
computer.
11
Remove SmartPlant Explorer

1. On the server where SmartPlant Explorer is installed, open the Control Panel and activate
Add or Remove Programs.
2. Select Intergraph SmartPlant Explorer from the list.
3. Select Intergraph SmartPlant Web Server.
4. Click Change/Remove.
5. Click Yes to confirm that you want to remove the Intergraph SmartPlant Web Server.
6. When prompted whether or not you want to keep actions, roles, user access assignments,
and custom reports, click Yes to keep the previous versions information for use when
installing the latest version. Click No to delete the previous versions information and install
the default settings for the latest version.
If any application modules were loaded in the previous version on a computer other than
the Web Server computer, you will not be able to use the information for those modules in
the latest version.
This functionality does not work for the SmartPlant Electrical module when upgrading
from version 2007 SP6 You must, before upgrading, save the spespel.mdb file manually
and then add it to the saved data folder after upgrade.
7. Click Next to remove SmartPlant Explorer together with any modules installed on the same
computer.
Installing the SmartPlant Explorer Web Server

The SmartPlant Explorer Web Server requires that Windows 2003 Server, Microsoft Internet
Explorer, and Microsoft Internet Information Service be installed on the server before installing the
SmartPlant Explorer Web Server.
12
Microsoft Internet Explorer Installation

When you insert the SmartPlant Explorer CD-ROM into the drive, setup checks for Microsoft
Internet Explorer 7.0 or higher on your server. If Internet Explorer 7.0 or higher is not installed,
you are asked if you want to install Internet Explorer now. Internet Explorer is available on the
SmartPlant Explorer CD-ROM or from the Microsoft web site, http://www.microsoft.com
(http://www.microsoft.com). We recommend that you use the Typical installation option when
installing Internet Explorer.
Internet Information Service Installation

SmartPlant Explorer uses Microsofts Internet Information Service (IIS) to provide the Internet
services. You must install IIS on your SmartPlant Explorer Web Server.
1. Open the Control Panel and activate Add or Remove Programs.
2. Click Add/Remove Windows Components.
3. Select Internet Information Services (IIS).
Both IIS 6.0 and IIS7.0 must be selected for Windows Vista operating systems.
4. Click Next.
5. Click Finish.
If you are running IIS 6.0 on a 64-bit server then you must configure IIS 6.0 to run
32-bit applications using the Windows 32onWindows64 (WOW64) compatibility layer. For
more information on running 32-bit applications on 64-bit Windows see the Microsoft TechNet
article Running 32-bit Applications on 64-bit Windows (IIS 6.0)
(http://www.microsoft.com/technet/prodtechnol/WindowsServer2003/Library/IIS/13f991a5-45eb496c-8618-2179c3753bb0.mspx?mfr=true)
Install SmartPlant Explorer Web Server

With the prerequisite software installed, you are ready to install the SmartPlant Explorer Web
Server. During installation, you are prompted for a Windows user login that the software will use
to communicate with the SmartPlant Explorer application module servers as well as other
resources located on the computer where the SmartPlant Explorer Web Server is installed. In
addition, this user must have access to any shares that SmartPlant Explorer might ever need to
access. For example, if you have associated documents on a share, this user must have access
to the share.
We highly recommend that you think about what user you want to use and create any needed user
logins before you install the SmartPlant Explorer Web Server. This user needs to be a Windows
domain user and an administrator on the computer on which you load the software. You are
prompted for this user name when you install the SmartPlant Explorer application modules. You
can change the login after installation if needed using Component Services. For more
information, see Impersonated Users (on page 11).
1. Open the Control Panel and activate System.
2. Select the Advanced tab.
3. Click Environment Variables.
4. Verify that the System Variables (not User Variables) TEMP and TMP are set to a valid
directory.
5. Insert the SmartPlant Explorer CD into the drive.
6. Click SmartPlant Explorer Installation.
13

7. On the Welcome page, click Next.
8. Select a destination folder for the SmartPlant Explorer Web Server files. We recommend the
default location of c:\Program Files\SmartPlant\Explorer.
9. On the Select Features page, select Web Server.
10.
11.
12.
13.
14.
15.
14
If you plan to load the PDS PID module and to view drawings created by PDS P&ID,
you also need to select the Drawing Converter from the features list. The drawing converter
is not needed for the PDS 3D Module, SmartPlant Instrumentation Module, SmartPlant PID
Module, or SmartPlant Electrical Module.
Click Next.
Type your name, company name, and the serial number in the appropriate fields, and then
click Next.
Select your country, and then click Display. You cannot install the Web server if you do not
read and agree with the software license agreement.
Read the software license agreement, and then click Yes.
If you are installing on a computer running the Windows 2003 Server operating system, you
may be prompted to allow Active Server Pages in IIS. SmartPlant Explorer will not run unless
the Active Server Pages are allowed. Click Yes to permit setup to automatically set Active
Server Pages to Allow in ISS. If you click No, setup will stop and you will need to set the
Active Server Pages in IIS to Allow manually. For more information, see Configure Windows
2003 Servers (on page 18).
Wait while files are installed.

16. Type the impersonated user name. This user must have administrative access on the
server. We recommend that you do not use a local user account because this user name
accesses information on other computers on which a local user account is not valid. You can
change the user name or user name password later in the Component Services if needed.
Selecting the check box Specify this user name for all SmartPlant Explorer
application modules during this installation will use the user name and password that you
entered for all the modules that you selected for installation on the Select Features page. If
you clear the check box, you will be prompted to enter a separate name and password for
each module.
15

17. Select Integrated Windows Authentication or Basic Authentication. For details, see
System Security (on page 41).
18. Click Finish.

19. If you install the SmartPlant Explorer Web Server on a NTFS drive, you must change the
security of the data subfolder to grant Full Control access to the Authenticated Users account.
Install Application Modules

SmartPlant Explorer application modules should be installed on the same computer as the
SmartPlant Explorer Web Server. You can install modules at the same time as the web server
installation, or you can install modules on the same computer later.
Windows 7 users must select the Allow IIS intrinsic properties check box on the
Advanced tab of each modules component propreties. The component properties can be found
under Control Panel > Administrative Tools > Component Services, and then in the
Component Services window by navigating to Com+ Applications > SmartPlant Web Server >
Components.
1. Insert the SmartPlant Explorer CD into the drive.
2. Select SmartPlant Explorer Installations.
3. On the Welcome page, click Next.
4. Select the installation folder where you installed the SmartPlant Explorer Web Server.
All modules that you subsequently select will be installed in this folder. If you want to
install other modules in a different folder, you will need to run this installation procedure
separately for those modules.
16

5. On the Select Features page, select the desired modules.
If you plan to load the PDS PID module and to view drawings created by PDS P&ID,
you also need to select the Drawing Converter from the features list. The drawing converter
is not needed for the PDS 3D Module, SmartPlant Instrumentation Module, SmartPlant PID
Module, or SmartPlant Electrical Module.
6. Click Next.
7. Type an administrative logon that the module is to use on this computer.
8. Type the impersonated user name that the SmartPlant Explorer Web Server will be using to
communicate with the module. You specified this user name when you installed the
SmartPlant Explorer Web Server. For more information, see Impersonated Users (on
page 11).
9.
10.
11.
12.
13.
14.
15.
16.
17.
If you do not specify the impersonated user name during the module installation, you
must do the following after completing the installation:
On the computer where the module is installed, start Windows Explorer.
Navigate to the folder where the module is installed. The default location is: ...\Program
Files\SmartPlant\Explorer\SmartPlant Module.
Right-click on the folder, and then click Properties.
Click the Sharing tab.
Click Permissions.
Add the Windows user, with Full Control permission, that the SmartPlant Explorer Web Server
is currently impersonating.
Navigate to ...\Common Files\Intergraph Shared\SmartPlant.
Right-click on the folder, and then click Properties.
Click the Sharing tab.
17

18. Click Permissions.
19. Add the Windows user, with Full Control permission, that the SmartPlant Explorer Web Server
is currently impersonating.
Define Reference File Search Path

If the PDS P&ID design files that you want to view in SmartPlant Explorer have reference files
attached, you must define the search path for the reference files. Reference files are commonly
used for drawing borders. If you did not install the Drawing Converter, you can skip ahead to
Define Users and Roles (on page 18).
1. In Windows Explorer, go to the folder where you installed the Drawing Converter.
2. Double-click SetMstnRefPath.exe.
3. Type the full UNC paths to all folders that contain reference files. You must include paths for
each PDS P&ID project that you plan to explore. Separate paths with semicolons.
4. Click OK.
Configuration Activities
The following section contains information on various configuration activities that you must
perform in order that SmartPlant Explorer will function correctly.
Configure Windows 2003 Servers

Because of increased security measures, additional configuration is required for SmartPlant
Explorer to run when it is installed on a Windows 2003 Server computer. In Internet Information
Services (IIS) Manager, Active Server Pages must be allowed to run. During Web Server setup,
you are prompted whether or not to permit setup to change this option automatically. If you
selected No, then you must do the following before you can install the SmartPlant Explorer Web
Server:
1. On the Windows 2003 Server, click Start > Administrative Tools > Internet Information
Services (IIS) Manager.
2. Expand the local computer node in the tree.
3. Click the Web Service Extensions folder in the tree.
4. Select Active Server Pages in the right-hand view.
5. Click Allow.
Define Users and Roles

After installing the SmartPlant Explorer Web Server, you need to define which users have access
to SmartPlant Explorer. Use Windows Component Services to define users and roles in the
SmartPlant Web Server component. SmartPlant Explorer defines three roles by default:
Administrator, Users, and Viewers. You can add Windows users or groups to these roles or
create your own roles and add users to them. Users log on to the SmartPlant Explorer Web
Server using their regular Windows user name and password. SmartPlant Explorer checks the
defined roles and users in Component Services to verify that they have been granted access. If
they have access, SmartPlant Explorer starts. See Access Control (on page 39) for more
information on users and roles.
Novell users must be members of a Windows user group in order to access SmartPlant
P&ID options.
18
Start SmartPlant Explorer

1. Start Microsoft Internet Explorer.
2. Type http://<myserver>/spex/ in the Address box where <myserver> is the name of the
SmartPlant Explorer Web Server. An example is, http://smartplant/spex/.
3. Type your Windows user name and password, if prompted. You may need to include your
domain name in your username. An example is: intergraph\rljoe
You need to include the domain if the SmartPlant Explorer Web Server is not on your local
area network. For example, http://smartplant.ingr.com/spex/.
The first time that you connect to the SmartPlant Explorer Web Server, you are prompted to
load two ActiveX controls: SPESafeHelper.CAB from Intergraph Corporation and ActiveBar
ActiveX from Data Dynamics, LTD. You must load both controls for SmartPlant Explorer to
run.
Your Internet Explorer security settings may interfere with SmartPlant Explorer. If you experience
problems, verify the security settings are set as a minimum:
You must allow per-session cookies.
The Download signed ActiveX controls option must be set to Enabled or Prompt.
The Download unsigned ActiveX controls option can be set to Disabled.
The Initialize and script ActiveX controls not marked as safe option can be set to
Disabled.
The Run ActiveX controls and plug-ins option must be set to Enabled or Prompt.
The Script ActiveX controls marked safe for scripting option must be set to Enabled or
Prompt.
You can verify these setting by opening the Internet Options dialog box, selecting the Security
tab, selecting either Internet or Local intranet depending on how you access SmartPlant
Explorer, and then click Custom Level.
Add an Application
1. Start SmartPlant Explorer in Internet Explorer by typing http://<server>/spex/ where <server>
is the name of the web server.
You must allow session cookies. You can verify this setting by opening the Internet
Options dialog box, selecting the Privacy tab, and then clicking Advanced.
2. Log on using the Windows user name and password that you entered during setup. If you are
not sure of this user name, you can look on the Identity tab of the Properties dialog box for
the SmartPlant Web Server package in Component Services for Windows. You may need to
add the domain to your username to successfully log in. An example is: intergraph/jhdoe.
If you do not want to use this logon, you can add yourself to the Administrator Role in
the SmartPlant Web Server package using Component Services on Windows, and then log
on using your Windows account. For more information on adding users, see Access Control
(on page 39).
.
3. Right-click SmartPlant Explorer Web Server
4. On the shortcut menu, click Add Application.
5. Type the server name where the SmartPlant Explorer application module that you want to add
is installed.
6. Click Search to display which modules are installed on that server.
19

7.
8.
9.
10.
From the list, select the module to load.

Click Add Selected Module.
On the Installation Done message box, click OK.
If you have saved application data, you are asked if you want to reuse the data. Click Yes to
reuse the data. Click No to install default application data.
11. If you are using the saved data, your published sites must be updated. Choose whether or
not to let SmartPlant Explorer update the sites for you if prompted.
If you choose not to reuse the application data, the saved data is deleted from the server and
the default data is installed.
You must add an application before you can view any projects created with that application.
You must have administrator privileges to add an application.
The application module that you are adding must have already been installed.
Remove an Application
1. Right-click one of the following application icons:
PDS 3D
SmartPlant Instrumentation
PDS PID
SmartPlant PID
1.
2.
3.
4.
.
SmartPlant Electrical
On the shortcut menu, click Remove Application.
Select Save information.
Click Yes to confirm that you want to remove the application.
If prompted, click Yes to save data from the application that you are removing or No to remove
the application without saving data.
You can save custom actions, reports, favorites, and published application data when you
remove the application. SmartPlant Explorer can then reuse this information when you
reinstall this application. If you are not sure, we recommend that you save the information.
The software does not delete or affect your production application data in any way. You are
only removing the ability to view that data from the SmartPlant Explorer Web Server.
You must have administrator privileges to remove an application.
20
.
.
.
.
SECTION 3
PDS 3D Module
The PDS 3D Module provides fast and easy access to your PDS 3D models and plant design
data. It allows SmartPlant Explorer users to quickly locate, query, and display 3D models created
with PDS. For example, you can query the PDS 3D model database for models that contain a
specific equipment tag number. SmartPlant Explorer then displays a tabular list of models that
meet the search criteria. When you select a model to view, the model automatically launches and
displays the highlighted item in the 3D model.
Configuring the PDS 3D Module

The required steps for configuring PDS 3D Module are:
Creating the Data Source Name to connect to the database. For more information, see
Creating DSNs (on page 21).
Adding the PDS 3D Module to the SmartPlant Explorer Web Server. For more information,
see Add an Application (on page 19).
Adding a project to the PDS 3D Module. For more information, see Adding a Project (on
page 23).
Creating DSNs
The PDS 3D Module communicates with the application database using a Data Source Name
(DSN). You must create the DSN before you can view data in SmartPlant Explorer. If you are
using a SQL Server database, see DSN Setup for SQL Server (on page 21) for more information.
If you are using an Oracle database, see DSN Setup for Oracle Networking Components (on
page 22) for more information.
DSN Setup for SQL Server

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Open the Control Panel and activate Data Source (ODBC).

Select the System DSN tab.
Click Add to add your new System DSN.
Select SQL Server from the list.
Click Finish.
Type the name of your new DSN. The Description field is optional.
Define the database server from which you want to read.
Click Next.
Define the configuration that the DSN should use to access the SQL Server Database.
Click Next.
Define the default SQL Server database to be accessed by this DSN. This database contains
your PDS 3D project.
12. Click Next.
13. Take the default settings on this page.
14. Click Finish.
21
PDS 3D Module
15. Verify that the information on the ODBC Microsoft SQL Server Setup dialog box is correct.
16. Click Test Data Source. If you have correctly defined your new DSN, a form appears
indicating that the Data Source test was successful. The new DSN is now ready to be used by
the PDS 3D Module.
DSN Setup for Oracle Networking Components

You must load and configure Oracle SQL*Net (version 2.3.4 or higher) or Net Manager on the
database server and on the SmartPlant Explorer Web Server for SmartPlant Explorer to access a
PDS project. If the database server and the SmartPlant Explorer Web Server are the same
computer, you still must load and configure Oracle SQL*Net.
Oracle SQL*Net is comprised of a client, a listener, and a network adapter, each of which can be
individually selected from within the Oracle loader utility. The SQL*Net listener and the network
adapter, typically TCP/IP, must be loaded on the database server. The SQL*Net client and the
TCP/IP adapter must be loaded on the SmartPlant Explorer Web Server. The version of SQL*Net
client and listener must be the same on both computers. When the database server and the
SmartPlant Explorer Web Server are the same computer, SQL*Net client and listener must both
be configured.
Refer to the Oracle documentation for more information on installing Oracle SQL*Net or Net
Manager.
Any attempts to configure an Oracle ODBC data source rely on a functional SQL*Net or
Net Manager connection.
When creating an ODBC data source you are asked for a connect string, and possibly database
user name and password. The connect string is the alias name. If your ODBC driver does not
require a database user name to be specified as part of the data source definition, you are
prompted for a database user name and password when the connection is made.
SmartPlant Explorer takes this into consideration and asks for the database user name and
password when you are entering data in the Add Site and Add Project dialog boxes.
Configuring Microsoft ODBC for Oracle

1.
2.
3.
4.
5.
6.
7.
8.
Open the Administrative Tools and activate Data Source (ODBC).

Select the System DSN tab.
Click Add to create a new DSN.
Select Microsoft ODBC for Oracle on the Create New Data Source dialog box.
Click Finish.
Type the new Data Source Name.
Type a description for the data source. This field is optional.
Type a Windows user name that is valid on the Database server (optional for SmartPlant
Explorer DSN).
9. Type the alias name in the server field.
10. Click OK.
You can now use the new DSN for publishing a project in SmartPlant Explorer. If you want to verify
that the ODBC connection is functioning correctly, you can use any application or utility that allows
access to a database through ODBCs.
22
PDS 3D Module
Adding a Project
You need to add the projects that you want to explore.
1.
2.
3.
4.
Right-click 3D
.
Select Add Project.
Type a name for the project.
Select the DSN (Data Source Name) for the project control database. See Creating DSNs
(on page 21) for more information.
5. Type the user name and password for the project control database.
6. Type the UNC path to the SmartPlant Review model data. This is the location of the
SmartPlant Review Publisher database.
7. Click Add Project.
23
PDS 3D Module
24
SECTION 4
SmartPlant Instrumentation Module

The SmartPlant Instrumentation Module allows you to view and analyze changes to the
SmartPlant Instrumentation database. Web access eliminates physical and geographical
boundaries, and because the instrumentation data is viewed as a Web page, you can easily
navigate among data objects, such as plants, areas, loops, and tags. This ability facilitates
tabular reports, such as instrumentation indexes or wiring lists, and graphical reports such as
instrument loops or point-to-point wiring diagrams. With a single mouse click, you can transfer
data to Microsoft Excel using Microsoft Web Query technology, providing direct access to your
plant information using an Excel workbook.
Configuring the SmartPlant Instrumentation Module

The required steps to configure the SmartPlant Instrumentation Module are as follows:
Setup for Oracle Networking Components. For more information, see Setup for Oracle
Networking Components (on page 25).
Add the SmartPlant Instrumentation Module to the SmartPlant Explorer Web Server. For
more information, see Add an Application (on page 19).
Add a site to the SmartPlant Instrumentation Module. For more information, see Adding a
Site using an Oracle Database (on page 26) or Adding a Site using a Microsoft SQL Server
Database (on page 26).
Add the site domains. For more information, see Adding a Domain (on page 27).
Add the SmartPlant Instrumentation Web Server for reports. For more information, see
Define the Location of SmartPlant Instrumentation Web Server (see "Define the Location of
SmartPlant Instrumentation Server" on page 27).
Add plants (or the next level if you are using a flexible hierarchy) to the domains. For more
information, see Adding a Plant (on page 28).
Add the users to the SmartPlantInstrumentationEngineer role that you want to access
engineering projects (as opposed to As-Built projects). For more information, see Access
Control (on page 39).
Setup for Oracle Networking Components

You must load and configure Oracle SQL*Net or Net Manager on the SmartPlant Instrumentation
database server and on the SmartPlant Instrumentation Module server for SmartPlant Explorer to
access a SmartPlant Instrumentation project. If the SmartPlant Instrumentation database server
and the SmartPlant Instrumentation Module server are the same computer, you still must load and
configure Oracle SQL*Net.
Oracle SQL*Net is comprised of a client, a listener, and a network adapter, each of which can be
individually selected from within the Oracle loader utility. The SQL*Net listener and the network
adapter, typically TCP/IP, must be loaded on the database server. The SQL*Net client and the
TCP/IP adapter must be loaded on the SmartPlant Instrumentation Module server. The version of
SQL*Net client and listener must be the same on both computers.
Refer to the Oracle documentation for more information on installing Oracle SQL*Net or Net
Manager.
25

Any attempts to configure an Oracle ODBC data source rely on a functional SQL*Net or
Net Manager connection.
When creating an ODBC data source you are asked for a connect string, and possibly database
user name and password. The connect string is the alias name. If your ODBC driver does not
require a database user name to be specified as part of the data source definition, you are
prompted for a database user name and password when the connection is made.
SmartPlant Explorer takes this into consideration and asks for the database user name and
password when you are entering data in the Add Site and Add Domain dialog boxes.
If working with an Oracle database, after installing the Oracle client you must register
the igrORASPConnect412.dll using the registeroracle.bat file. Both the .dll and the .bat file can
be found in the SmartPlant Explorer > RAD folder on the drive where you installed SmartPlant
Explorer.
Adding a Site using an Oracle Database

After you have added the SmartPlant Instrumentation Module server to the SmartPlant Explorer
Web Server, you need to add the SmartPlant Instrumentation sites that you want to explore.
Follow these steps if the SmartPlant Instrumentation site is using an Oracle database. If the
SmartPlant Instrumentation site is using a Microsoft SQL Server database, refer to Adding a Site
using a Microsoft SQL Server Database (on page 26).
.
1. Right-click SmartPlant Instrumentation
2. On the shortcut menu, click Add Site.
3. In the Site server name field, type the SmartPlant Instrumentation site server computer
name.
4. Select Oracle as the database type.
5. Enter the Oracle Net Service Name for the database.
6. Enter the SmartPlant Instrumentation administrator database user name and password.
7. Click Add Site.
Adding a Site using a Microsoft SQL Server Database

After you have added the SmartPlant Instrumentation Module server to the SmartPlant Explorer
Web Server, you need to add the SmartPlant Instrumentation sites that you want to explore.
Follow these steps if the SmartPlant Instrumentation site is using a Microsoft SQL database. If the
SmartPlant Instrumentation site is using an Oracle database, refer to Adding a Site using an
Oracle Database (on page 26).
.
1. Right-click SmartPlant Instrumentation
2. Select Add Site.
3. In the Site server name field, type the SmartPlant Instrumentation site server computer
name.
4. Select SQL Server as the database type.
5. In the Database server name field, type the name of the SQL Server computer.
6. Type the SQL database name.
7. Type the SQL Server administrator user name and password.
8. Enter the SmartPlant Instrumentation administrator database user name and password.
9. Click Add Site.
26
Adding a Domain
After you have added the SmartPlant Instrumentation site, you need to specify the domains that
you want to view at the site.
1.
2.
3.
4.
5.
Right-click the SmartPlant Instrumentation site

.
Click Add Domain.
Select the domain name.
Type the user name and password for the project database.
Click Add Domain.
Define the Location of SmartPlant Instrumentation Server

Before you can generate and view SmartPlant Instrumentation reports for a domain in SmartPlant
Explorer, you must install the SmartPlant Instrumentation Server. For details of the correct
installation procedure, refer to your SmartPlant Instrumentation documentation. After you have
installed the SmartPlant Instrumentation Server, you must define the location of the SmartPlant
Instrumentation Server in SmartPlant Explorer.
.
Right-click the domain
Click Define SmartPlant Instrumentation Server.
Select SmartPlant Instrumentation Server.
Type the server name.
Type the SmartPlant Instrumentation user name.
Type the password for the SmartPlant Instrumentation user name.
Type the profile name of the SmartPlant Instrumentation database if you are working in a
multi-database environment. The profile must be one that appears in the Intools.ini file.
8. Type the SmartPlant Instrumentation Preferences Users name.
1.
2.
3.
4.
5.
6.
7.
You must have installed SmartPlant Instrumentation 2007 SP6 HF 13 or higher or

SmartPlant Instrumentation 2009 SP1, for this feature to work.
In the Settings.js file, change the var INtools_DomainSpecificEslPreferences =false;
to true. This file can be found in the home folder where you installed SmartPlant Explorer
in the Web Server folder.
9. Click Test Connection.
At this point, the you may be asked if it is okay to access information not under
the pages control. The test may need to access data across domains and in that case, the
security setting Access data sources across domains (under Miscellaneous) will need to
be set at least to Prompt. You need to click OK.
10. If the test was successful, click Add/Update SmartPlant Instrumentation Web Server.
27
Adding a Plant
When the sites and domains have been added, you need to specify the plants (or the next item in
the hierarchy) that you want to view.
1.
2.
3.
4.
5.
.
Right-click the domain
Click Add Plant.
Select the plants that you want to add.
Click Add >.
Click Add Plant.
SmartPlant Explorer may take several minutes while adding SmartPlant Instrumentation
plants to the domain.
28
SECTION 5
PDS PID Module

The PDS PID Module provides search and view capabilities on information accessed from the
PDS P&ID database. You can quickly locate, query, and display P&IDs, as well as associated
documents created in PDS P&ID. This module provides for the on-demand conversion of P&ID
schematics to a Web-viewable format. Intelligent data is hyperlinked to the graphics, resulting in
rapid, enterprise-wide access and display of the P&ID database, with agile window navigation.
Adding a Project
After you have added the PDS PID Module server to the SmartPlant Explorer Web Server, you
need to add the PDS P&ID projects that you want to explore.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Right-click PDS PID

.
Click Add Project.
Type a project name. The software displays this name in the tree view.
Select whether you are connecting to an Oracle or SQL Server PDS database.
For Oracle databases, enter the Oracle alias name, database administrator user name and
password, and the PDS P&ID database user name and password.
For SQL Server databases, enter the database server name, database name, database
administrator user name and password, and the PDS P&ID database user name and
password.
Click Next.
Type the passwords for the P&ID Task, P&ID Master, Document Task, and Document Master
database users.
Click Add Project.
If one or more of the four possible schemas are not available in the database that you
selected, the software disables the missing schema. In addition, SmartPlant Explorer may take
several minutes to add a project.
29
PDS PID Module
30
SECTION 6
SmartPlant PID Module

The SmartPlant PID Module accesses information in the SmartPlant P&ID database, providing
search and view capabilities through a logical, hierarchical structure such as plant-unit. You can
quickly locate, query, and display P&IDs, as well as associated data created in SmartPlant
P&ID. This module provides for the on-demand display of P&ID schematics in a Web-viewable
format. Intelligent data is hyperlinked to the graphics, resulting in rapid, enterprise- wide access
and display of the P&ID database, with agile window navigation. You can also run and view
reports using the same filters and layouts available in SmartPlant P&ID without having to run
SmartPlant P&ID.
Configuring Microsoft Excel Distributed COM

Configuration Properties
If you plan to view SmartPlant P&ID reports using SmartPlant Explorer, you need to modify the
default Distributed COM Configuration Properties for Microsoft Excel on the SmartPlant PID
Module server. If you do not modify these properties, the impersonated user that SmartPlant
Explorer uses cannot access Microsoft Excel to generate the reports for the client.
1. On the SmartPlant PID Module server, click Start > Run.
2. Type dcomcnfg.exe, and then click OK.
3. On the tree view select Component Services > Computers > My Computer > DCOM
Config > Microsoft Excel Application.
4. Right-click and select Properties.
5. Select the Security tab.
6. On the Access Permissions group box, select Customize.
7. Click Edit.
8. Click Add.
9. Add the Administrators group for your SmartPlant PID Module server with Allow Access
privileges.
10. Click OK.
11. Click OK again.
12. On the Launch and Activation Permissions group box, select Customize.
13. Click Edit.
14. Verify that the Administrators group for your SmartPlant PID Module server has Allow
Launch access.
31
Installing Oracle Networking Components

Because the SmartPlant P&ID site you are going to explore uses an Oracle database, you must
load and configure Oracle Net Manager on the SmartPlant P&ID database server and on the
SmartPlant PID Module server for SmartPlant Explorer to access the SmartPlant P&ID project. If
the SmartPlant P&ID database server and the SmartPlant PID Module server are the same
computer, you still must load and configure Oracle Net Manager.
Oracle Net Manager is comprised of a client, a listener, and a network adapter, each of which can
be individually selected from within the Oracle loader utility. The listener and the network adapter
(typically TCP/IP) must be loaded on the database server. The client and the TCP/IP adapter must
be loaded on the SmartPlant PID Module server. The version of client and listener must be the
same on both computers.
You can configure the networking components with the Net Manager Assistant.
If you do not install Oracle Client on your SmartPlant PID Module server before
installing the SmartPlant PID Module software, you will receive an error message during the setup
indicating that the igrORASPConnect412.dll will not be registered. You will have to manually
register this dll using the registeroracle.bat file after you install Oracle Client.
Adding the SmartPlant PID Module to the Web Server

After you have installed the SmartPlant PID Module and configured the Oracle connection, you
need to add the module to the SmartPlant Explorer Web Server.
2. Type http://<myserver>/spex in the Address field where <myserver> is the name of the
3.
4.
5.
6.
7.
8.
Right-click SmartPlant Web Server

.
Select Add Application from the menu.
Type the name of the SmartPlant PID Module server.
Click Search.
Select SmartPlant Explorer SmartPlant PID Module from the list.
Configuring the SmartPlant PID Module

After you have added the SmartPlant PID Module to the SmartPlant Explorer Web Server, you
need to specify which SmartPlant Engineering Manager sites you want to explore.
The Impersonated User used by SmartPlant Explorer must be an administrator on the

computer where the site smartplantv4.ini file is shared and be granted network login access to
the computer.
In addition to adding users to the SmartPlant Explorer user access control (using Component
Services), all users accessing this SmartPlant Engineering Manager site must be granted
access to the site using SmartPlant Engineering Manager's user access functionality.
1. Start SmartPlant Explorer.
2. Right-click SmartPlant PID
3. Select Add Site Server.
32

4. Type a name for the site as you want it to appear in the tree view. The name is limited to 30
characters and cannot contain any of these characters: " & ' \ ^ ; < | characters.
5. Enter the full UNC path to the SmartPlant site server smartplantv4.ini file, for example,
\\server\site_folder\smartplantv4.ini. You can also use the Browse button to locate the
smartplantv4.ini file on the site server.
6. Click Add Site Server.
33
34
SECTION 7
SmartPlant Electrical Module

The SmartPlant Electrical Module accesses the information in the SmartPlant Electrical database,
providing search and view capabilities through a logical, hierarchical structure such as
plant-unit. You can quickly locate, query, and display SmartPlant Electrical item properties.
Configuring Microsoft Excel Distributed COM

Configuration Properties
If you plan to view SmartPlant Electrical reports using SmartPlant Explorer, you need to modify the
default Distributed COM Configuration Properties for Microsoft Excel on the SmartPlant Electrical
Module server. If you do not modify these properties, the impersonated user that SmartPlant
Explorer uses cannot access Microsoft Excel to generate the reports for the client.
1. On the SmartPlant Electrical Module server, click Start > Run.
2. Type dcomcnfg.exe, and then click OK.
3. On the tree view select Component Services > Computers > My Computer > DCOM
Config > Microsoft Excel Application.
4. Right-click and select Properties.
6. On the Access Permissions group box, select Customize.
7. Click Edit.
8. Click Add.
9. Add the Administrators group for your SmartPlant PID Module server with Allow Access
privileges.
10. Click OK.
11. Click OK again.
12. On the Launch and Activation Permissions group box, select Customize.
13. Click Edit.
14. Verify that the Administrators group for your SmartPlant Electrical Module server has Allow
Launch access.
35
Installing Oracle Networking Components

Because the SmartPlant Electrical site you are going to explore uses an Oracle database, you
must load and configure Oracle Net Manager on the SmartPlant Electrical database server and on
the SmartPlant Electrical Module server for SmartPlant Explorer to access the SmartPlant
Electrical project. If the SmartPlant Electrical database server and the SmartPlant Electrical
Module server are the same computer, you still must load and configure Oracle Net Manager.
Oracle Net Manager is comprised of a client, a listener, and a network adapter, each of which can
be individually selected from within the Oracle loader utility. The listener and the network adapter
(typically TCP/IP) must be loaded on the database server. The client and the TCP/IP adapter must
be loaded on the SmartPlant Electrical Module server. The version of client and listener must be
the same on both computers.
You can configure the networking components with the Net Manager Assistant.
If you do not install Oracle Client on your SmartPlant Electrical Module server before
installing the SmartPlant Electrical Module software, you will receive an error message during the
setup indicating that the igrORASPConnect412.dll will not be registered. You will have to
manually register this dll using the registeroracle.bat file after you install Oracle Client.
Adding the SmartPlant Electrical Module to the Web

Server
After you have installed the SmartPlant Electrical Module and configured the Oracle connection,
you need to add the module to the SmartPlant Explorer Web Server.
2. Type http://<myserver>/spex in the Address field where <myserver> is the name of the
3.
4.
5.
6.
7.
8.
Right-click SmartPlant Web Server

.
Select Add Application from the menu.
Type the name of the SmartPlant Electrical Module server.
Click Search.
Select SmartPlant Explorer SmartPlant Electrical Module from the list.
Configuring the SmartPlant Electrical Module

After you have added the SmartPlant Electrical Module to the SmartPlant Explorer Web Server,
you need to specify which SmartPlant Engineering Manager sites you want to explore.
The Impersonated User used by SmartPlant Explorer must be an administrator on the

computer where the site smartplantv4.ini file is shared and be granted network login access to
the computer.
In addition to adding users to the SmartPlant Explorer user access control (using Component
Services), all users accessing this SmartPlant Engineering Manager site must be granted
access to the site using SmartPlant Engineering Manager's user access functionality.
1. Start SmartPlant Explorer.
2. Right-click SmartPlant Electrical
36

3. Select Add Site Server.
4. Type a name for the site as you want it to appear in the tree view. The name is limited to 30
characters and cannot contain any of these characters: " & ' \ ^ ; < | characters.
5. Define the location of the SmartPlant Electrical server.
6. Enter the full UNC path to the SmartPlant site server smartplantv4.ini file, for example,
\\server\site_folder\smartplantv4.ini. You can also use the Browse button to locate the
smartplantv4.ini file on the site server.
7. Click Add Site Server.
37
38
SECTION 8
Administrating SmartPlant Explorer

This section contains useful information if you are responsible for administrating a SmartPlant
Explorer Web Server including user access control and system security.
Access Control
After installing the SmartPlant Explorer Web Server, you need to define which roles and users
have access to SmartPlant Explorer. Roles are groups of users who have access to SmartPlant
Explorer. You add users to roles using their standard logon details for the Windows domain. Users
can be individual Windows users or Windows user groups. Users login to the SmartPlant Explorer
Web Server using their regular Windows user name and password. SmartPlant Explorer checks
the defined roles and users in the Component Services on Windows to verify that they have been
granted access. If they have access, SmartPlant Explorer starts.
All users must have Windows logon privileges to the SmartPlant Explorer Server. Users
without logon privileges cannot access SmartPlant Explorer even though they have been added to
a SmartPlant Explorer Role.
By default, the software creates three roles, or groups, when you install SmartPlant Explorer:
Administrator, User, and Viewer. You can add more roles, for example, Purchasing, by using the
Component Server Explorer.
Administrators have full access to all SmartPlant Explorer features, including defining reports,
editing reports, and controlling who can run which reports.
Users have less access than Administrators, but can still define and edit report definitions. Users
cannot control who can run which reports.
Viewers can only run reports and view the results. They cannot create any new report definitions.
39

Users who belong to more than one role are granted the access privileges of the higher role. For
example, if John were in the User and Viewer roles, John would have User privileges. Users who
belong to more than one role are able to run all Actions available to all of the roles for which they
are members.
You can add your own roles using the Component Services Explorer. If you choose to create your
own roles, you need to add those roles to the component interface so SmartPlant Explorer knows
the needed access privileges. The four component interfaces in SmartPlant Explorer are:
_AllActions - Roles in this interface can modify every Action menu in the application
regardless of to whom and to what the Actions apply. By default, the Administrator role
belongs to this interface.
_Application - Roles in this interface can add and remove SmartPlant Explorer Modules. By
default, the Administrator role belongs to this interface.
_SPApplication - Roles in this interface can access SmartPlant Explorer. By default, the
Administrator, User, and Viewer roles belong to this interface.
_UserSpecificActions - As a user in a Role in this interface, you can create, delete, and
modify your Actions. Other users do not see these Actions. The user also cannot modify
Actions that other users own. By default, the Administrator and User roles belong to this
interface.
In addition to the component interfaces, you must add your own roles to the ObjectControl
interface.
If you do not want to add your custom roles to the interfaces, you can still define access privileges
by adding the user to both your custom role (to control what Actions they see) and to one of the
delivered roles (to control access privileges). In some ways, this is a better alternative because
you can define a single Administrator for your custom role and set the remaining role members as
Users or Viewers.
Roles that are not in _UserSpecificActions or _AllActions cannot modify Actions.
Add a Role
Users must belong to one of the three delivered roles; administrator, user, or viewer; in addition to
any custom defined roles. You need to restart SmartPlant Explorer in Internet Explorer to see the
changes.
1. Click Start > Settings > Control Panel > Administrative Tools > Component Services.
2. Select the computer on which the SmartPlant Explorer Web Server is installed.
3. Double-click COM+ Applications.
4. Double-click the SmartPlant Web Server package.
5. Select Roles.
6. Right-click, point to New, and click Role.
7. Type the role name.
8. Click OK when prompted if you are certain the SmartPlant Explorer Web Server supports the
changes.
9. Double-click Components.
10. Right-click SPEApplication.SPApplication, and then click Properties.
12. Place a check next to your roles.
13. Right-click the SmartPlant Web Server package.
14. Select Shut down.
40
Add a User
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Click Start > Settings > Control Panel > Administrative Tools > Component Services.
Select the computer on which the SmartPlant Explorer Web Server is installed.
Double-click COM+ Applications.
Double-click the SmartPlant Web Server package.
Double-click Roles.
Double-click the roles to which you want to add a user.
Select the Users folder under the role.
Right-click, point to New, and click User.
Identify the user who you want to add.
Click OK.
Right-click the SmartPlant Web Server package.
Select Shut down.
System Security
Every time a user attempts to access the SmartPlant Explorer Web Server, the Server
authenticates, or confirms, the identity of the user to ensure that the user has a valid Windows
account. This method is indispensable for limiting access to your data. Different authentication
methods are available from which you can choose:
Basic Authentication - Prompts users to type user names and passwords.
Integrated Windows Authentication - Cryptographically obtains user identification information
from the Web browser of the user.
Secure Sockets Layer (SSL) Client Certification Authentication - Authenticates users by
checking the contents of an encrypted digital identification that the Web browser submits
during the logon process.
You selected either the Basic or the Integrated Windows Authentication method when you
installed the SmartPlant Explorer Web Server.
SmartPlant Explorer does not support Anonymous Authentication or Digest Authentication
for Windows.
Basic Authentication
The Basic Authentication method is a widely used, industry- standard method for collecting user
name and password information. Basic Authentication proceeds as follows:
1. The user's Web browser displays a dialog box where users can enter their previously
assigned Windows account user names and passwords.
2. The Web browser then attempts to establish a connection using this information. (The
password is Base64 encoded before being sent over the network).
3. If the server rejects the information, the Web browser repeatedly displays the dialog box until
the user either enters a valid user name and password or closes the dialog box.
4. When your Web Server verifies that the user name and password correspond to a valid
Windows user account, a connection established.
For information about setting up Basic Authentication, see the IIS Documentation.
41

The disadvantage in using Basic Authentication is that Web browsers using Basic Authentication
transmit passwords in an unencrypted form. By monitoring communications on your network,
someone could easily intercept and decipher these passwords by using publicly available tools.
Therefore, Basic Authentication is not recommended unless you are confident that the connection
between the user and your Web Server is secure, such as a direct cable connection or a dedicated
line.
Integrated Windows Authentication takes precedence over Basic Authentication. The
browser will choose integrated Windows Authentication and will attempt to use the current
Windows logon information before prompting the user for a user name and password.
Integrated Windows Authentication

Integrated Windows Authentication is a secure form of authentication because the user name and
password are not sent across the network. When you enable integrated Windows authentication,
the user's browser proves its knowledge of the password through a cryptographic exchange with
your Web Server, involving hashing.
Integrated Windows Authentication can use both the Kerberos v5 authentication protocol and its
own challenge/response authentication protocol. If Directory Services is installed on the server,
and the browser is compatible with the Kerberos v5 authentication protocol, both the Kerberos v5
protocol and the challenge/response protocol are used; otherwise only the challenge/response
protocol is used.
The Kerberos v5 authentication protocol is a feature of the Windows Distributed Services
architecture. In order for Kerberos v5 authentication to be successful, both the client and server
must have a trusted connection to a Key Distribution Center (KDC) and be Directory Services
compatible. For more information about the protocol, see the Windows documentation.
Integrated Windows Authentication proceeds as follows:
Unlike Basic Authentication, it does not initially prompt users for a user name and password. The
current Windows user information on the client computer is used for the integrated Windows
authentication.
However, if the authentication exchange initially fails to identify the user, the browser will
prompt the user for a Windows user account user name and password, which it will process by
using integrated Windows authentication.
Internet Explorer will continue to prompt the user until the user enters a valid user name and
password, or closes the prompt dialog box.
Although integrated Windows authentication is secure, it does not work over HTTP Proxy
connections. Therefore, integrated Windows authentication is best suited for an intranet
environment, where both user and Web Server computers are in the same domain.
Certificate Authentication
You can also use your Web Server's Secure Sockets Layer (SSL) security features for two types
of authentication. You can use a server certificate to allow users to authenticate your Web site
before they transmit personal information, such as a credit card number. Also, you can use client
certificates to authenticate users requesting information on your Web site. SSL authenticates by
checking the contents of an encrypted digital identification submitted by the user's Web browser
during the logon process. (Users obtain client certificates from a mutually trusted third-party
organization.) Server certificates usually contain information about your company and the
organization that issued the certificate. Client certificates usually contain identifying information
about the user and the organization that issued the certificate.
42
Client Certificate Mapping

You can associate, or map, client certificates to Windows user accounts on your Web Server.
After you create and enable a certificate map, each time a user logs on with a client certificate,
your Web Server automatically associates that user to the appropriate Windows user account.
This way, you can automatically authenticate users who log on with client certificates, without
requiring the use of either Basic or integrated Windows authentication. You can either map oneclient certificate to one Windows user account or many client certificates to one account. For
example, if you had several different departments or businesses on your server, each with its own
Web site, you could use many-to-one mapping to map all of the client certificates of each
department or company to its own Web site. This way each site would provide access only to its
own clients.
Switching Authentication Methods

You can switch between Basic Authentication and Integrated Windows Authentication.
1. Click Start > Settings > Control Panel > Administrative Tools > Internet Services
Manager.
2. Open the computer where you installed the SmartPlant Explorer Web Server.
3. Open the Default Web Site on the server.
4. Right-click SPE, and then click Properties.
5. Click the Directory Security tab.
6. Click Edit in the Anonymous Access and Authentication Control group.
7. Select Basic Authentication or Integrated Windows Authentication. You cannot use both
authentication methods at the same time with SmartPlant Explorer. You must select one or
the other.
8. Click OK.
9. Click OK.
10. Exit Internet Information Services.
Changing Session Timeout

The SmartPlant Explorer Web Server disconnects an inactive client connection after 20 minutes
(the default IIS setting). This operation ensures that memory and processing resources on the
web server are not wasted on inactive connections. However, if you are frequently receiving the
"Your connection to the SmartPlant Explorer server has timed out" message, you can increase
this timeout period. We do not recommend setting the timeout period greater than 20 minutes
unless your web server has the memory and processing resources to handle it.
1. Log on as an administrator on the web server.
2. Click Start > Settings > Control Panel > Administrative Tools > Internet Services
Manager.
3. Open the Internet Information Server folder.
4. Double-click your computer name to expand the branch.
5. Double-click Default Web Site to expand the branch.
6. Right-click SmartPlant Explorer, and then select Properties.
7. Select the Virtual Directory tab.
8. Click Configuration in the Application Settings grouping.
9. Select the Options tab.
10. Change the Session timeout option to new timeout period.
43

11. Click OK.
12. Click OK on the SmartPlant Explorer Properties dialog box.
Important Files to Back Up

SmartPlant Explorer uses several Microsoft Access databases to track actions, reports, projects,
and connection information. When you are finished installing, publishing, and configuring
SmartPlant Explorer, you need to backup these databases. If your hard drive fails or you buy a
new server, you can simply install SmartPlant Explorer and copy the database files, and you will
be exploring again without re- publishing or re-creating custom reports.
Regularly backup these files:
..\SmartPlant\Explorer\Web Server\System\Actions.mdb
..\SmartPlant\Explorer\3D Module\SPE3D.mdb
..\SmartPlant\Explorer\INtools Module\SPEINtools.mdb
..\SmartPlant\Explorer\SmartPlant Module\SPESP.mdb
..\SmartPlant\Explorer\PDS PID Module\SPEPDS2D.mdb
..\SmartPlant\Explorer\Electrical Module\SPESPEL.mdb
The default installation folder is C:\Program Files. If you installed SmartPlant Explorer to a
different folder, substitute your installation path.
Changing Settings
As the administrator of SmartPlant Explorer, you may need to change a setting in the c:\Program
Files\SmartPlant\Explorer\Web Server\settings.js file. All settings are documented in the file. Only
make a change to this file if you are experiencing a problem that editing a setting may correct or if
you are directed to make the change by Intergraph support.
44
Index
A
active server pages 18
allowing 18
ActiveX settings 19
adding 23, 26, 28, 40, 41
PDS 3D projects 23
roles 40
SmartPlant Instrumentation Oracle site 26
SmartPlant Instrumentation plants 28
SmartPlant Instrumentation SQL site 26
users 41
administration 39
administrator 18
administrators role 39
AL16UTF16 5
AL32UTF8 5
AllActions 39
allowing active server pages 18
Application 39
applications 19, 20
adding 19
removing 20
authentication methods 43
switching 43
B
backup files 44
Basic Authentication 41
bi-lingual projects 5
C
Certificate Authentication 42
changing 43
session timeout 43
character sets 5
client connection timeout 43
COM configuration 31, 35
components 39
AllActions 39
Application 39
SPApplication 39
UserSpecificActions 39
configuration 18
configuring 18, 21, 25, 32, 36
PDS 3D Module 21
SmartPlant Electrical Module 36
SmartPlant Instrumentation Module 25
SmartPlant PID Module 32

Windows 2003 Server 18
cookies 19
creating DSNs 21, 22
Oracle 22
SQL Server 21
creating roles 40
cultural conventions 5
D
database 5
character sets 5
date format 5
decimal point 5
distributed COM configuration 31, 35
distributed installation 10
domains 27
adding SmartPlant Instrumentation 27
DSNs 21, 22
Oracle 22
SQL Server 21
F
files 44
backup these 44
H
hardware recommendations 8
hardware requirements 9
heterogeneous environment 5
homogeneous environment 5
I
IIS 18
allowing active server pages 18
impersonated users 11
inactive client connection 43
installing 13, 16
installing SmartPlant Explorer 12, 13
Internet Explorer 13
modules 16
web server 13
Integrated Windows Authentication 42
internationalization 5
Internet Explorer 13, 19
ActiveX settings 19
installing 13
45
Index
introduction 7
K
keyboard 5
locale 5
L
locale boundary 5
M
Microsoft Excel 31, 35
MicroStation reference files 18
modules 16, 19, 20
adding 19
installing 16
removing 20
MTS 18
N
new features 7
new roles 40
NLS_LANG 5
O
ObjectControl 39
Oracle 25, 32, 36
SmartPlant Instrumentation Module setup
25
P
paths to MicroStation reference files 18
PDS 7
PDS 3D Module 21, 22, 23
adding a project 23
configuring 21
creating DSNs 21, 22
PDS PID Module 29
adding projects 29
plants 28
adding to SmartPlant Instrumentation 28
projects 23, 29
adding a PDS 3D 23
adding to PDS PID Module 29
R
recommendations 8
hardware 8
46
software 8
regional settings 5
removing 12
SmartPlant Explorer 12
reports 31, 35
roles 18, 39, 40
adding 40
administrators 39
introduction 39
users 39
viewers 39
S
security 19, 41
ActiveX settings 19
cookies 19
session timeout 43
SetMstnRefPath.exe 18
settings 19, 44
ActiveX 19
cookies 19
sites 26
adding SmartPlant Instrumentation Oracle
site 26
adding SmartPlant Instrumentation SQL
site 26
adding to web server 36
configuring 36
Oracle networking 36
SmartPlant Engineering Manager 32, 36
SmartPlant Explorer 11, 12, 19, 44
SmartPlant Explorer modules
removing 12
settings 44
starting 19
upgrading 11
SmartPlant Instrumentation 7
SmartPlant Instrumentation Module 25, 26,
27, 28
adding a domain 27
adding Oracle site 26
adding plants 28
adding SQL site 26
configuring 25
Oracle 25
report web server 27
SmartPlant Module 31, 35
adding to web server 32
configuring 32
Oracle networking 32
SmartPlant Review 21
Index
software recommendations 8
software requirements 9
SPApplication 39
47

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SmartPlant Explorer

Version 2009 HF2 (06.00.00)

U.S. Government Restricted Rights Legend

Warranties and Liabilities

SmartPlant Explorer Installation Guide

SmartPlant Explorer Installation Guide

International / Bi-lingual Projects

SmartPlant Explorer Installation Guide

Questions and Assistance

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

New Features in SmartPlant Explorer

You must have installed SmartPlant Instrumentation 2007 SP6 HF 13 or higher or

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Hardware and Software Recommendations

Software Version Compatibility

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

SmartPlant Explorer Hardware and Software

Supported Operating Systems

Microsoft Windows XP Professional Service Pack 3 (32-bit)

Microsoft SQL Server 2005 Service Pack 2

Recommended Disk Space

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Microsoft .NET Framework 3.5

Basic Installation and Configuration

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Upgrading from a Previous Version

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Remove SmartPlant Explorer

Installing the SmartPlant Explorer Web Server

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Microsoft Internet Explorer Installation

Internet Information Service Installation

Install SmartPlant Explorer Web Server

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

18. Click Finish.

Install Application Modules

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Define Reference File Search Path

Configure Windows 2003 Servers

Define Users and Roles

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

Start SmartPlant Explorer

SmartPlant Explorer Installation Guide

Welcome to SmartPlant Explorer

From the list, select the module to load.

SmartPlant Explorer Installation Guide

Configuring the PDS 3D Module

DSN Setup for SQL Server