SPI Server and IDEAL Installation Guide

SmartPlant Instrumentation Server
and IDEAL
Installation and Configuration Guide
Version 2007.6 (8.0)
January 2009
DINS-08.00.0009G
Copyright
Copyright 1995-2007 Intergraph Corporation. All Rights Reserved.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license
agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by
copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available
without proper authorization.
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accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at
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reserved under the copyright laws of the United States. For units of the Department of Defense (DoD): This is
commercial computer software as defined at DFARS 252.227-7014 and the rights of the Government are as
specified at DFARS 227.7202-3.
Unpublished rights reserved under the copyright laws of the United States.
Intergraph Corporation
Huntsville, Alabama 35894-0001
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All warranties given by Intergraph Corporation about equipment or software are set forth in your purchase contract,
and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or
amendment of such warranties. Intergraph believes the information in this publication is accurate as of its
publication date.
The information and the software discussed in this document are subject to change without notice and are subject to
applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in
this document.
The software discussed in this document is furnished under a license and may be used or copied only in accordance
with the terms of this license.
No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by
Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL
EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.
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.
Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartSketch, FrameWorks, INtools, MARIAN, ISOGEN, and
IntelliShip are registered trademarks and SupportModeler and SupportManager are trademarks of Intergraph
Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product
names are trademarks of their respective owners.
Table of Contents
Table of Contents
Preface.................................................................................................................................4
SmartPlant Instrumentation Server: An Overview........................................................5
Internationalization ...........................................................................................................6
Hardware and Software Recommendations....................................................................9
SmartPlant Instrumentation Database Server .............................................................10
SmartPlant Instrumentation Server Workstation ........................................................12
Software Requirements for IDEAL Client .................................................................15
List of SmartPlant Instrumentation Components .......................................................16
Installing and Configuring SmartPlant Instrumentation Server................................18
Enable File and Printer Sharing..................................................................................18
Install SmartPlant Instrumentation Server..................................................................19
Configure General Settings and Preferences ..............................................................21
Create a Printer Port for a 64-bit Operating System...................................................23
Intergraph IDEAL Client Installation ...........................................................................25
Software Requirements...............................................................................................25
IDEAL Configurations ...............................................................................................26
Registering Installed Files ..........................................................................................27
Common Files................................................................................................................... 27
Local Installation Files...................................................................................................... 27
Network Client Installation Files ...................................................................................... 28
Performing a Local IDEAL Installation .....................................................................29

Perform a Local IDEAL Installation................................................................................. 29
Performing a Network Client IDEAL Installation......................................................30

Perform a Network Client IDEAL Installation ................................................................. 30
Test IDEAL using the API Runner.............................................................................31

Index..................................................................................................................................33
SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 3
Preface
Preface
This document describes how to install and configure the SmartPlant Instrumentation
Server and Intergraph Distributed Environment Application Layer (IDEAL).
Intergraph gives you permission to print as many copies of this document as you need
for non-commercial use at your company. You cannot print this document for resale
or redistribution outside your company.
Send documentation comments or suggestions to PPMdoc@intergraph.com.
4 SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide
SmartPlant Instrumentation Server: An Overview
SmartPlant Instrumentation Server: An

Overview
SmartPlant Instrumentation Server is a component of the SmartPlant Instrumentation
application that extends the functionality of SmartPlant Instrumentation as follows:
IDEAL users, who do not use the SmartPlant Instrumentation application,

can connect to the SmartPlant Instrumentation database and then display
retrieved data in formats supported by SmartPlant Instrumentation, for
example, the .sma format for enhanced reports.
External users can display SmartPlant Instrumentation data as .pdf files.
The installation of SmartPlant Instrumentation Server requires a special serial

number.
Note
If you have a license for SmartPlant Explorer, you can use your
SmartPlant Explorer license serial number when installing SmartPlant
Instrumentation Server.
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 (Cyrillicbased), 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 languagegroup 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 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 (codepage 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.
Warning
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.
Hardware and Software Recommendations

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

was certified on 64-bit hardware with a 64-bit operating system and 32-bit
database software. The client machine installation was certified on 64-bit
hardware with a 32-bit operating system and 32-bit database software for
SmartPlant Instrumentation.
SmartPlant Instrumentation Database Server

Hardware Recommendations
2.4 GHz Pentium machine (for Oracle), 1 GHz or higher Xeon machine
(for SQL Server 2000), 2 GHz or higher Xeon machine (for SQL Server
2005)
1 GB RAM (2 GB RAM recommended for SQL Server 2005)
Digital tape or DVD backup system for server
For SmartPlant Enterprise installation, DVD drive access, either locally or

through a network connection
For SmartPlant Instrumentation installation, CD-ROM drive access, either

locally or through a network connection
Supported Operating Systems
Microsoft Windows Server 2003 Service Pack 1

Note
The operating system must be installed in the account where you have
administrator privileges.
Supported Database Servers
Microsoft SQL Server 2000 Service Pack 4
Microsoft SQL Server 2005 Service Pack 1
Oracle Database 9i Release 2
Oracle Database 10g Release 2 (10.2.0.4)

Important
When using SmartPlant Instrumentation in stand-alone mode with an

Oracle database, you can use only Oracle 9i Client (and not Oracle 10g
Client).
Recommended Disk Space

Oracle 9.2.0 or 10g
Software
SQL Server 2000

Software
SQL Server 2005

Software
SmartPlant
Instrumentation Software
Oracle
Server
installation
2 GB
SQL Server
2000
installation
250 MB
SQL Server
2005
installation
1 GB
Initial SmartPlant
Instrumentation
database
200 MB
Initial
Oracle
instance
500 MB
SQL Server
Temporary
database
100 MB
SQL Server
Temporary
database
100 MB
SmartPlant
Instrumentation
data files (5000
loops with wiring)
500 MB
Total:
2.5 GB
Total:
0.35 GB
Total:
1.1 GB
Total:
0.7 GB

Software Prerequisites
Adobe Reader 7.0 (required to view the Software License Agreement

and Printable Guides. Version 7.0 is available on the product CD.)
Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 (MDAC

2.8 is delivered as part of Microsoft Windows XP Service Pack 2 or with
Microsoft SQL Server 2000).
Microsoft .NET Framework 2.0
SmartPlant Instrumentation Server Workstation

Hardware Recommendations
1 GHz Pentium III processor or higher
512 MB RAM
For SmartPlant Enterprise installation, DVD drive access, either locally or

through a network connection
For SmartPlant Instrumentation installation, CD-ROM drive access, either

locally or through a network connection
Windows supported printer access, either locally or through a network

connection
Supported Operating Systems
Microsoft Windows 2003 Server Service Pack 1
Microsoft Windows XP Professional Service Pack 2
Microsoft 32-bit Vista Business Client
Supported Database Clients
Microsoft SQL Server 2000
Microsoft SQL Server 2005
Oracle 9i Client
Oracle 10g Client Release 2 (10.2.0.4)

Important
The client database software must be of the same version as the server
database software.
When using SmartPlant Instrumentation in stand-alone mode with an

Oracle database, you can use only Oracle 9i Client (and not Oracle 10g
Client).

Recommended Disk Space
Oracle 9.2.0 or 10g
Software
SQL Server 2000

Software
SQL Server 2005

Software
SmartPlant
Instrumentation Server
Software
Oracle
Client
installation
SQL Server
2000 Client
installation
SQL Server
2005 Client
installation
Initial SmartPlant
Instrumentation
Server 2007
application (full
installation)
500 MB
Enhanced Report
Utility
115 MB
SmartPlant Schema
Component
25 MB
SmartPlant Client
30 MB
SmartPlant
Instrumentation
add-ins
50 MB
Total:
0.72 GB
Total:
1 GB
1 GB
Total:
120 MB
0.12 GB
Total:
100 MB
0.1 GB
Software Prerequisites
Adobe Reader 7.0 (required to view the Software License Agreement and
Printable Guides. Version 7.0 is available on the product CD.)
SmartPlant License Manager 9.0
Microsoft Internet Explorer 6.0 Service Pack 1 or Microsoft Internet

Explorer 7.0 (required for viewing the online documentation delivered
with the software)
Microsoft XML Core Services (MSXML) 4.0 Service Pack 2
Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 (MDAC

2.8 is delivered as part of Microsoft Windows XP Service Pack 2 or with
Microsoft SQL Server 2000).
Microsoft Office 2000, XP Service Pack 3, 2003, or 2007. (Microsoft

Excel is required for working with report templates and for viewing the
Installation Checklist and various other files.)

Optional Software
Caution
Apart from SmartSketch, the following software programs are not

Intergraph corporation software and are owned by third parties. It is the
responsibility of the customer to select in its sole discretion the applicable
third party software customer desires to use to generate reports and
Intergraph makes no recommendation as to the choice of said third party
software. Customer is responsible for obtaining a valid license to use said
third party software from the owner of said third party software and to pay
any license fees to the owner of said third party software for the use of
said third party software. INTERGRAPH DISCLAIMS AND MAKES
NO WARRANTY EITHER EXPRESS OR IMPLIED, INCLUDING THE
WARRANTIES OF MERCHANTABILITY OR THE WARRANTIES
OF FITNESS FOR A PARTICULAR PURPOSE IN REGARDS TO
SAID THIRD PARTY SOFTWARE.
One of the following drawing software programs, if needed for loop

drawings:
SmartSketch 2007 (5.2) or similar graphical editor (required for

editing border template files and for symbol creation)
Autodesk AutoCAD 2004, 2005, 2006, or 2007
Bentley MicroStation 95/SE/J
Report generator/ Export data functionality software:
InfoMaker 10.0
For working in a Citrix environment:
Citrix Presentation Server 3 or 4
Software Requirements for IDEAL Client

Caution
The following software programs are not Intergraph corporation software

and are owned by third parties. It is the responsibility of the customer to
select in its sole discretion the applicable third party software customer
desires to use to generate reports and Intergraph makes no
recommendation as to the choice of said third party software. Customer is
responsible for obtaining a valid license to use said third party software
from the owner of said third party software and to pay any license fees to
the owner of said third party software for the use of said third party
software. INTERGRAPH DISCLAIMS AND MAKES NO
WARRANTY EITHER EXPRESS OR IMPLIED, INCLUDING THE
WARRANTIES OF MERCHANTABILITY OR THE WARRANTIES
OF FITNESS FOR A PARTICULAR PURPOSE IN REGARDS TO
SAID THIRD PARTY SOFTWARE.
Software requirements are as follows:
Any Microsoft Windows Operating System from Windows XP
Related Topics
SmartPlant Instrumentation Server: An Overview, page 5)
List of SmartPlant Instrumentation Components

The table below lists and describes the components you need to install to be able to
work with SmartPlant Instrumentation. This table also describes optional
components that you can install. You need an appropriate license to install some of
these optional components.
Component
Details
Required or
Optional
Program Files
Common Files
Required
Deployment Kit
Required
Internal Setup
Utility
Optional
Administration
module files
Required (see
Notes)
For the
Admin station
Catalog
databases
Optional
For the
Admin station
Demonstration
database
Optional
For the
Admin station
Merger
Merger Utility
Required (see
Notes)
For Merger
Import
Import Utility
Required (see
Notes)
For Import
Module
ODBC Drivers
Optional
DBF Samples
Optional
Merger Utility
Optional
Q&A
Optional
User's Guides
Optional
Online Help
Optional
SmartSketch
Optional
AutoCAD
Optional
MicroStation
Optional
Database Setup
Utility
Required (see
Notes)
Admin Module
Documentation
CAD
DB Setup
LicenseNotes
Dependent
For Oracle
and SQL
Server Admin
station

Component
Details
Required or
Optional
LicenseNotes
Dependent
Optional
Yes
Optional
Yes
Shell Library
Optional
Yes
Standard
Library
Optional
Yes
Loop Blocks
Library
Optional
Yes
PSR Library
Optional
CAD Sample
AutoCAD
Block Drawings Samples
MicroStation
Samples
Databases
Enhanced
Report Utility
Template
Database
Required
Catalog
Database
Optional
Demo Database
Optional
SmartPlant
sample database
Optional
Empty Database
Optional
SmartPlant
Optional
Instrumentation
Enhanced Report
Utility
Selects
database
software
See Enhanced
Report Utility
Installation
Guide
Installing and Configuring SmartPlant Instrumentation Server
Installing and Configuring SmartPlant

Instrumentation Server
If you intend to use SmartPlant Instrumentation Server to generate PDF reports, you
must do the following:
Enable file and printer sharing for the output document folder. For details,
see Enable File and Printer Sharing, page 18.
Install SmartPlant Instrumentation Server. For details, see Install

SmartPlant Instrumentation Server, page 19.
Configure SmartPlant Instrumentation Server settings. For details, see

Configure General Settings and Preferences, page 21.
Create a printer port manually if working on a 64-bit operating system.

For details, see Create a Printer Port for a 64-bit Operating System, page
23.
Note
When you install SmartPlant Instrumentation Server, the driver used for
printing PDF files, SmartPlant PDF Converter 301, is included in the
installation.
Enable File and Printer Sharing

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

1. If you have not already installed and configured SmartPlant License Manager on
your workstation, we recommend doing so before installing SmartPlant
Instrumentation.
Important
SmartPlant Instrumentation requires the SmartPlant License Manager
software for concurrent licensing for both the core SmartPlant
Instrumentation product and for each module. This licensing software
is delivered on its own CD that comes with your SmartPlant
Instrumentation product CD. For more information about using and
configuring concurrent licensing, see the SmartPlant License Manager
Installation and User's Guide (SPLMInstall_UserGuide.pdf).
2. Insert the SmartPlant Instrumentation product CD into the CD-ROM drive. If the
installation does not start automatically, double-click the Setup.exe file in the
main folder.
3. Click SmartPlant Instrumentation Installation.
4. On the Welcome to the InstallShield Wizard for Intergraph SmartPlant
Instrumentation page, click Next.
5. On the Customer Information page, type your name, company name, and serial
number, and click Next.
Notes
You must enter the appropriate serial number which is required for the
installation of SmartPlant Instrumentation IDEAL Server.
If you have a license for SmartPlant Explorer, you can use your
SmartPlant Explorer license serial number.
The serial number is used for initial installation purposes only. A

license key is required to run SmartPlant Instrumentation. For more
information, see the SmartPlant License Manager Installation and
User's Guide (SPLMInstall_UserGuide.pdf).
6. On the Registration Confirmation dialog box, click Yes.

7. On the License Agreement page, click Display to read the software license
agreement in a .pdf file, and then after closing the file, click Yes.
8. On the Database Platform page, select the desired platform: Oracle or SQL
Server, and click Next.
9. On the Setup Type page, do one of the following:
Click
components.
(Full) to install all the SmartPlant Instrumentation
Click
(Custom) to select and install specific SmartPlant
Instrumentation components.
10. On the Destination Folder page, specify the SmartPlant Instrumentation folder
location and click Next.
Tip
To choose an alternative destination, click Browse and navigate to the
desired destination folder, and then click Next.
11. For a custom installation, on the Select Features page, select the desired
SmartPlant Instrumentation components, and then click Next. To learn which
components are required to work with SmartPlant Instrumentation, see List of
SmartPlant Instrumentation Components, page 16.
12. On the Database Installation Options page, do one of the following to determine
what to do with your existing databases, such as In_demo.db (demonstration),
Intools.db (empty), and Intoolsef.db (for SmartPlant integration):
Keep old databases Select this option to use your existing

databases from the previous installation.
Back up old and install new databases Select this option to use
new databases and preserve the existing databases if you are upgrading
your software version. Setup renames the existing Intools.db to
Intools(1).bk, In_demo.db to In_demo(1).bk, and Intoolsef.db to
Intoolsef(1).bk, where (1) is the running number for the old database.
Overwrite old databases Select this option to use new databases

and delete the existing databases.
Caution
If you overwrite your databases, you lose any user-defined data that
you have in these files.
13. If you are installing SmartPlant Instrumentation on SQL Server, do the following
(otherwise, skip to the next step):
a. On the SQL Server Version page, select the option for the appropriate SQL
Server version and click Next.
b. On the SQL Server Information page, in the Server box, type the
communication alias name for your SQL Server.
c. In the Database box, type the SQL Server database name, and then click
Next.
d. On the Admin Schema Information page, type your Admin schema logon
name and password, and then click Next.
14. If you are installing SmartPlant Instrumentation on Oracle, do the following
(otherwise, skip to the next step):

a. On the Oracle Client Version page, select the version of Oracle client that
you are working with and click Next.
b. On the Server Information page, in the Server field, type the communication
alias name for your Oracle instance.
c. In the Database box, type the Oracle database name, and then click Next.
15. On the Select Program Folder page, select the program folder where you want
Setup to install the program icons, and click Next.
16. On the Start Copying Files page, view the settings of the current Setup session,
and then click Next to start copying the files to your hard disk.
Caution
After you click Next, Setup immediately starts copying all the
components you selected to the SmartPlant Instrumentation home
folder. To undo this operation you will have to uninstall SmartPlant
Instrumentation. Therefore, if you need to make any modification to
the current Setup selections, click Back before you start copying the
files.
17. On the Setup Status page, view the progress of the file transfer.
18. When the file transfer is complete, on the Important Notes page, read the text
carefully as it contains important information for the current version, and then
click Next.
19. On the Readme dialog box, click Yes if you want to view the Readme file.
Tip
We recommend that you choose to view the Readme file, as it contains
important information about SmartPlant Instrumentation. You can
find this file, Readme.htm, in the SmartPlant Instrumentation home
folder or in the root folder of the installation CD-ROM.
20. On the Setup Complete page, click Yes if you want to restart your computer
(before you can use the program you must restart your computer).
21. Click Finish to complete the setup and installation.
Configure General Settings and Preferences

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

5. Beside Output document folder, click Browse to specify the folder where you
want the software to generate the output files.
Important
You must define the output document folder as a shared folder, and the
share name must be identical to the folder name.
The folder you select specifies the location of all enhanced report
output files, not only those generated by IDEAL.
6. In the tree-view pane, click SmartPlant Instrumentation Server.

7. From the Enhanced report format list, select the format in which you want to
save IDEAL output files for enhanced reports: SMA (for IDEAL) or PDF (for
SmartPlant Explorer).
8. Beside Log file path, click Browse to specify the folder where you want the
software to generate the Events.log file.
Tip
We recommend that you specify a log file folder so that you can use
the Events.log file to troubleshoot problems that may occur, such as an
inability to connect to the database. The Events.log file can also help
Intergraph Support in finding solutions to document generation
problems. The file holds information about your SmartPlant
Instrumentation Server settings and also contains records of any
operation in which SmartPlant Instrumentation Server was involved.
For example, the log file can contain records of all document
generations performed by different users of IDEAL.
9. Specify a PSR folder path for instrument specifications as follows:

a. In the tree-view pane, beside Instrument Specifications, click
the tree.
to expand
b. Click Export/Import.
c. Under PSR options, beside PSR folder, click Browse to navigate to the
desired path.
10. If you use a CAD application to generate loop drawings in SmartPlant
Instrumentation, specify the folder path for the CAD drawings as follows:
a. In the tree-view pane, beside Loop Drawings, click
to expand the tree.
b. Click CAD File Locations.

c. Beside Open drawing files from, click Browse to navigate to the desired
path.

Important
After performing completing the SmartPlant Instrumentation Server

configuration procedure, it is recommended that you restart the computer
and log on to SmartPlant Instrumentation by double-clicking the
Intools.exe file.
Create a Printer Port for a 64-bit Operating System

1. Open the Printers and Faxes window.
2. Right-click the printer SmartPlant PDF Converter and on the shortcut menu, click
Properties.
3. On the SmartPlant PDF Converter Properties dialog box, click the Ports tab.
4. Click Add Port, and on the Printer Ports dialog box, select Local Port.
5. Click New Port.

6. Type a name for the new local port, for example AmyuniPDF.
7. Close the Printer Ports dialog box.
8. Select the new local port.
9. Click Apply.
10. Click OK.
Intergraph IDEAL Client Installation

The Interface to Distributed Environment Application Layer (IDEAL) is a set of
components that are used to generate reports containing SmartPlant Instrumentation
data. IDEAL enables you to retrieve data and display it in a Web browser in a format
appropriate for the report type, such as .pdf or native formats.
This section covers and describes the system requirements and installation procedures
for IDEAL components.
The core of the IDEAL software is the Apitools.exe application, whose function is to
pass commands from the user application to SmartPlant Instrumentation Server using
IIS Server.
Software Requirements
The following requirements are specified for the correct running of IDEAL:
The Operating System on the computer where you are going to install
IDEAL Client must be Windows XP or later.
You must have Microsoft .NET Framework 2.0 installed on the computer
where you are going to install IDEAL Client.
You must have SmartPlant Instrumentation Server installed. For

installation details, see Install SmartPlant Instrumentation Server, page
19. For further information about possible configurations, see IDEAL
Configurations, page 26.
To view instrument specifications, process data sheets, and other nonwiring reports, you must display them in .pdf format, which requires you
to install Adobe Reader 8 on your client machine. To display reports in
other formats, you must install a suitable viewer application.
IDEAL Configurations
You can configure the software in one of the following modes:
Network installation In this type of installation, the full set of IDEAL

Client components is installed on an application server. Each client
machine can communicate with the application server either by mapping
its drive letter or by registering the IDEAL components on the client
machine.
Local IDEAL installation Each client machine has a separate

installation of the full set of IDEAL Client components. The IDEAL
client communicates with the server using a TCP protocol. For a local
IDEAL installation, you must have Windows XP or later as the client
operating system.
Registering Installed Files

Important
File registration is necessary only if you perform a batch installation of

Intergraph IDEAL on multiple clients. If you intend to install IDEAL
using the standard InstallShield Wizard, skip this section and follow the
appropriate installation procedure for a local or network installation. For
details, see Performing a Local IDEAL Installation on page 29 or
Performing a Network Client IDEAL Installation on page 30.
Common Files
Both local and network client installations include a mini Explorer installation as a
component. This installation includes the file Shdocvw.dll. This file needs to be on
the client machine even for a thin client installation, and should be located in a
System folder, for example, System32. The file Shdocvw.dll is a self-registering file
that you need to register.
An additional installed file, Apitools.exe, can reside anywhere and does not require
registration. In a network client installation, this file resides on the application server.
Local Installation Files

The local installation includes a RAD Viewer installation as a component. This
installation includes the following self-registering files:
Objsafe.tlb
ESLViewer.ocx
RADView.ocx
These files are located in the program folder and you need to register them on the
local machine.
Network Client Installation Files

For a network client installation, the following self-registering files are located on the
Application Server:
Objsafe.tlb
ESLViewer.ocx
RADView.ocx
On the client machine, all that you need to do is to register these files.
IDEAL should be resident where SmartPlant Instrumentation Server is located or on a
separate application server machine. In both of these cases, you need to register the
following self-registering files on the client machines:
Comct332.ocx
Comdlg32.ocx
Mscomctl.ocx
Msxml3.dll
Tabctl32.ocx
Note that these files need to be on the client machine even for a thin client
installation, and should be located in a System folder, for example, System32.
Performing a Local IDEAL Installation

The following is a complete step-by-step procedure that describes how to install a
new Intergraph IDEAL version on a client machine.
Perform a Local IDEAL Installation

1. Insert the CD into the CD-ROM drive. If the installation does not start
automatically, double-click the setup.exe file in the main folder.
2. Click Add-In Software, and then click Intergraph IDEAL Installation to start
running the installation Setup.
3. On the Welcome to the InstallShield Wizard for IDEAL page, click Next.
5. On the Customer Information page, enter your registration information and
click Next.
6. On the Registration Confirmation message box, click Yes.
7. On the IDEAL Installation Type page, click the option IDEAL local
installation.
8. On the Choose Destination Location page, type or navigate to the location where
you want to install the IDEAL executable file (Apitools.exe).
9. On the SmartPlant Instrumentation Server Location page, enter the name or
I/P address of the computer where SmartPlant Instrumentation Server runs.
Tip
If the SmartPlant Instrumentation Server location is on the same
computer as the one where IDEAL is installed, you can use localhost
as the computer I/P address. In this case, make sure that in your
Internet Explorer settings, you select the check box Bypass proxy
server for local addresses (to access the check box, click Tools >
Options, and then on the Connections tab, click LAN Settings).
10. On the Select Program Folder page, type in or navigate to the desired program
folder and click Next to begin the setup.
11. On the InstallShield Wizard Complete page, click Finish.
Tip
important information about IDEAL.
Performing a Network Client IDEAL Installation

The following is a complete step-by-step procedure that describes how to install a
new Intergraph IDEAL version on a client machine.
Perform a Network Client IDEAL Installation

1. Insert the CD into the CD-ROM drive. If the installation does not start
automatically, double-click the Setup.exe file in the main folder.
2. Click Add-In Software, and then click Intergraph IDEAL Installation to start
running the installation Setup.
3. On the Welcome to the InstallShield Wizard for IDEAL page, click Next.
5. On the Customer Information page, enter your registration information and
click Next.
6. On the Registration Confirmation message box, click Yes.
7. On the IDEAL Installation Type page, click the option IDEAL network
installation.
8. On the IDEAL Location page, navigate to the folder where the full IDEAL
installation is located.
9. On the Select Program Folder page, type in or navigate to the desired program
folder and click Next to begin the setup.
10. On the InstallShield Wizard Complete page, click Finish.
Tip
important information about IDEAL.
Test IDEAL using the API Runner

1. Run the executable file Apitools.exe.
2. In the IDEAL API Runner window, click the Settings tab.
3. In the Server box, type the name of the server on which the SmartPlant
Instrumentation data that you want to retrieve is located; if the server location is
the computer you are working from, type localhost.
Tip
If you use localhost as the computer I/P address, make sure that in
your Internet Explorer settings, you select the check box Bypass
proxy server for local addresses (to access the check box, click
Tools > Options, and then on the Connections tab, click LAN
Settings).
4. Click Load PAU to connect to the server and retrieve the data for selecting the
plant, area, and unit.
5. From the Domain list, select the SmartPlant Instrumentation domain that you
want to use.
6. For an Operating Owner domain only, select a project (AsBuilt or specified
engineering project) from the Project list.
7. Select a plant, area, and unit from the Plant, Area, and Unit lists respectively.
8. Click the General tab.
9. Under Item type, click one of the following options:
Report Allows you to select a report type and specify the

appropriate parameters for that report type.
Loop Allows you to specify a loop and display a list of all the tags
associated with that loop in the Document Viewer Interface.
Component Allows you to specify a tag number and select

documents associated with that tag number in the Document Viewer
Interface.
Panel Allows you to specify a panel and display a list of all the
strips associated with that panel in the Document Viewer Interface.
10. Do one of the following:
If under Item type, you selected Loop, in the Item box, type a loop
name and click Display to display a list of all the tags associated with
the specified loop.
If under Item type, you selected Component, in the Item box, type a
tag number and click Display to display a list of all the documents
associated with the specified tag number.
If under Item type, you selected Panel, in the Item box, type a panel
name and click Display to display a list of all the strips associated with
the specified panel.
If under Item type, you selected Report, from the Report list, select
the report that you require. Next, in the Item box, type the appropriate
report parameters, and then click Display to display the report.
Notes
Make sure that the name of the item that you type corresponds to an
existing item name in SmartPlant Instrumentation. If the value includes
spaces, make sure you type the correct number of spaces in the string. The
characters that you type are not case-sensitive.
Do not use spaces when typing delimiters.
To retrieve a specific page of an Instrument Specification report, use the

structure <tag number>|<total number of sheets>|<specific sheet number>.
If you do not know what the total number of sheets is, you can type 0
(zero), and then type the required sheet number, for example, 101-FT 100|0|3. If you want to retrieve a report for the first specification sheet
only, type the tag number without any other parameters in the Item box.
If you want to retrieve report for an item without specifying a child item,
type the item name only in the Item box.
Index
Index
AL16UTF16, 6
AL32UTF8, 6
bi-lingual projects, 6
character sets, 6
configuring
SmartPlant Instrumentation Server, 18
cultural conventions, 6
database
character sets, 6
database servers
system requirements, 10
date format, 6
decimal point, 6
hardware recommendations
workstation computers, 12
hardware requirements
database servers, 10
heterogeneous environment, 6
homogeneous environment, 6
installing
SmartPlant Instrumentation Server, 18
internationalization, 6
keyboard
locale, 6
locale boundary, 6
NLS_LANG, 6
recommendations
hardware, 9
regional settings, 6
requirements
servers
database, 10
SmartPlant Instrumentation Server, 5, 15, 19, 21
define general settings, 21
installing, 19
overview, 5
requirements, 15
software requirements, 9
Unicode, 6
workstation computers

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SmartPlant Instrumentation Server

Version 2007.6 (8.0)

Restricted Rights Legend

Warranties and Liabilities

Performing a Local IDEAL Installation .....................................................................29

Performing a Network Client IDEAL Installation......................................................30

Test IDEAL using the API Runner.............................................................................31

SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 3

4 SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide

SmartPlant Instrumentation Server: An Overview

SmartPlant Instrumentation Server: An

IDEAL users, who do not use the SmartPlant Instrumentation application,

External users can display SmartPlant Instrumentation data as .pdf files.

The installation of SmartPlant Instrumentation Server requires a special serial

SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 5

All the computers (servers and clients) within an integrated SmartPlant

Create Microsoft SQL Server databases with locale-specific collation

Entering or viewing Japanese data on an US/English operating system

Using German Regional Settings (where the decimal point is a comma) on

Using databases with different character encodings such as

6 SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide

Using multiple languages in a project, especially when crossing languagegroup boundaries

Using an English server with different local language clients

International / Bi-lingual Projects

Oracle and MS SQL Server databases can reside on any language

All Microsoft operating systems (Japanese, Russian, German, and so

Keyboard-locale can be changed as long as a character-set and code-page

The following is an example of a Russian-based project:

SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 7

Do not change regional settings to reflect a U.S. environment in order to

Questions and Assistance

8 SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide

Hardware and Software Recommendations

Hardware and Software Recommendations

The SmartPlant Instrumentation database management server installation

SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 9

Hardware and Software Recommendations

SmartPlant Instrumentation Database Server

1 GB RAM (2 GB RAM recommended for SQL Server 2005)

Digital tape or DVD backup system for server

For SmartPlant Enterprise installation, DVD drive access, either locally or

For SmartPlant Instrumentation installation, CD-ROM drive access, either

Supported Operating Systems

Microsoft Windows Server 2003 Service Pack 1

Supported Database Servers

Microsoft SQL Server 2000 Service Pack 4

Microsoft SQL Server 2005 Service Pack 1

Oracle Database 9i Release 2

Oracle Database 10g Release 2 (10.2.0.4)

When using SmartPlant Instrumentation in stand-alone mode with an

Recommended Disk Space

SQL Server 2000

SQL Server 2005

10 SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide

Hardware and Software Recommendations

Adobe Reader 7.0 (required to view the Software License Agreement

Microsoft Data Access Components (MDAC) 2.8 Service Pack 1 (MDAC

Microsoft .NET Framework 2.0

SmartPlant Instrumentation Server and IDEAL Installation and Configuration Guide 11

Hardware and Software Recommendations

SmartPlant Instrumentation Server Workstation

1 GHz Pentium III processor or higher

For SmartPlant Enterprise installation, DVD drive access, either locally or

For SmartPlant Instrumentation installation, CD-ROM drive access, either