SmartPlant Foundation 4.x Introduction and Administration I

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Helen Jordan
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1 Table of Contents

2 Table of Contents - 2 SmartPlant Foundation 4.x Introduction and Administration I

3 SmartPlant Foundation 4.x Introduction and Administration I Table of Contents SmartPlant Architecture Overview SmartPlant Components Overview SmartPlant Desktop Client SmartPlant Client Common User Interface SmartPlant Foundation Server Publish and Retrieve Overview Registering a Plant Publishing Documents and Data Retrieving Documents SmartPlant Schema Overview Schema Mapping Overview SmartPlant Foundation Structure SmartPlant Foundation Databases SmartPlant Foundation Authoring - Stand-Alone Mode SmartPlant Foundation - Data Warehouse Mode Combined Mode SPF Containers Using the Class VM Session (VMWare Player) Using the SmartPlant Foundation Desktop Client SmartPlant versus SPF Standalone Mode Starting The Desktop Client Exploring the Desktop Client User Interface Using the Tree View Reset the Tree View Using the New Items Window Using the Properties Window Setting User Options Changing User Preferences Setting the Active Scope Configuring the Effective Date Enabling the Look Ahead Option Change User Password Using the List View Window Open Objects in a New Window Activity Using the SPF Desktop Client 2-51

4 Table of Contents - 4 SmartPlant Foundation 4.x Introduction and Administration I 3. Finding and Manipulating Objects Searching for Objects Saved Queries Extracting/Exporting to Excel Creating New Objects Object Manipulations Copying an Object Updating Objects Change Owning Group Deleting Objects Object Termination Object Details View Related Items Object History Creating and Showing Relationships Creating Relationships Showing Relationships Terminating Relationships Activity Finding and Manipulating Objects Document Management Creating Design Documents Creating Vendor Documents Reserving Vendor Documents Activating a Vendor Document Creating Template Documents Updating Template Documents Other Documents Activity Document Management SmartPlant Foundation Workflows Using Workflows Attaching a Workflow Viewing an Active Workflow Workflow Notification The To Do List Completed/Unable to Complete Rejecting a Workflow Step Reassigning a Workflow Participant Approving a Workflow Step Workflow History and Details Report Workflow History Workflow Details Activity Using a Workflow in SmartPlant Foundation 4-33

5 SmartPlant Foundation 4.x Introduction and Administration I Table of Contents SPF User Functionality Viewing and Marking up Files Viewing Object Properties Adding Markups Viewing Off Page Connector Drawings Activity File Viewing and Markup Creating a Report Report Options Saving a Report Setting Ownership for a Report Activity Creating Reports Subscribing to Change Notifications Subscriptions and Notifications User Defined Subscriptions Administrative Object Subscriptions Activity Subscriptions and Notifications Document Management Working with Reference Files File Type Matrix for Reference Files Nested Reference Files Commands Set Master-Reference Relationship Attribute Update Master-Reference Relationship on Signing Off the Reference Document Update Master-Reference Relationship on Revising the Master Document Update Master-Reference Relationship Manually Document Life Cycle Document Check in and Check out Check Out a Document Check Out Using the Run Editor Command Undo Check Out Check In a Document Activity 1 Document Check in and Check out Document Sign-off Sign Off a Document Sign Off a Document with Comments Revisions and Versions Revise a Document Document Status Icons Activity 2 Signing Off and Revising Documents, Working with Reference Files 6-57

6 Table of Contents - 6 SmartPlant Foundation 4.x Introduction and Administration I 7. Introduction to the Progress Model Setting Key Progress Components Setting the Progress Hierarchy Setting Progress Options Setting Cut-Off Dates Creating Design Workpacks Creating Design Workpack Templates Creating Workpacks from Templates Registering Deliverables for Progress Updating Progress Using Activity Workpacks Using Replan Using Rollups and Reports Activity - Progress Model Introduction to SPF Security Components of the Security Model Domains and Data Segregation Configurations Access Groups Owning Groups Roles and Role Assignments User Creation and Role Assignments Creating Users Configuring Role Assignments Creating Access Groups Configuring Method Access Creating Owning Groups Creating New Roles Managing Roles Testing New Users and Role Assignments Activity 1 Configuring Basic SPF Security Organizations Printing and Printer Configuration Activity 2 Organizations and Printing SmartPlant Foundation Options Plant Objects Projects 8-90

7 SmartPlant Foundation 4.x Introduction and Administration I Table of Contents Creating Hosts Vault Creation and Configuration Creating Vaults Configuring Vaults SmartPlant Foundation Scheduler Activity 3 Vaults Activity 4 Scheduler Concurrent Engineering Overview Claiming a Tag for a Project Reporting and Conflict Resolution View Configuration Reports Future Changes Reports Conflicts Report Resolving Conflicts Merging Data with the Design Basis Claiming Documents Merging Documents Merging the Same Document from Different Projects Activity Concurrent Engineering SmartPlant Foundation License Management Overview Perpetual Licenses Daily Tokens Token Pool License Option File Obtaining SmartPlant Foundation User Licenses Setting Up the License Server Token Exhaustion Activate the License Files Editing License Files Starting the SmartPlant Foundation License Server Stopping the SmartPlant Foundation License Server Registering the License Server as a Service License Manager Termination 10-35

8 Table of Contents - 8 SmartPlant Foundation 4.x Introduction and Administration I 10.9 Reporting Token Report File Daily Token License Usage History Licenses In Use Clearing Token IN USE Status Using the License Server Remotely License Management with SmartPlant Basic Integrator SmartPlant Foundation/SmartPlant Installation SmartPlant Foundation System Recommendations Reference Documentation Installing Database and Prerequisite Software Installing SmartPlant Foundation Schema Component Installation SmartPlant Foundation Installation Steps Installing SmartPlant Components SmartPlant Client Installation Configuring the SPF Installation Create a New Site Review and Update System Settings Review or Update License Manager Settings Additional Considerations Exporting the Configuration SmartPlant Foundation Data Warehouse and Authoring _ Introduction to SPF Authoring Publishing from SmartPlant P&ID Activity 1 Authoring Data in SmartPlant Foundation Finding and Viewing Published Data Retrieving Data into an Authoring Domain Registering an Authoring Tool Configuring Authoring Roles Retrieving a Published Instrument Loading Retrieved Data Defining Process Cases Authoring Data Changes Verifying Authoring Changes Publishing Data from SPF Verifying the Published Data Activity 2 Authoring Data in SmartPlant Foundation 12-69

9 SmartPlant Foundation 4.x Introduction and Administration I Table of Contents Managing Data Inconsistencies Retrieving a Change into SmartPlant Instrumentation Activity 3 Authoring Data in SmartPlant Foundation Comparing Published Data Web Portal Overview Web Portal User Interface The Brain Effective Date User Preferences Active Scope Web Portal Web Parts The Search Web Part The Discover Web Part The To Do List Web Part The Review Web Part The List Web Part The View Web Part Web Portal Customization Themes Skins Cascading Style Sheets (CSS) ASPX Page Files Working in Split View Mode Web Portal Personalization Browse Mode Design Mode Edit Mode Edit Mode Use Catalog Mode Advanced Customization Options Activity Web Portal Creating a Plant Breakdown Structure (PBS) in SmartPlant Foundation Creating a Plant Breakdown Structure in SPF Creating a New Plant Setting the Active Scope Creating a New Area Creating a New Unit Relate the Plant to a Vault Register the Plant Breakdown Structure (PBS) Document Publish the Plant Breakdown Structure (PBS) Document 14-17

10 Table of Contents - 10 SmartPlant Foundation 4.x Introduction and Administration I 14.2 Registering Authoring Tools Creating a New SmartPlant P&ID Plant Registering SmartPlant P&ID with SmartPlant Foundation Retrieve the PBS Document from SmartPlant Foundation Reviewing the Results of the Retrieve Creating a New SmartPlant Instrumentation Plant Registering SmartPlant Instrumentation with SmartPlant Foundation Retrieve the PBS Document into SmartPlant Instrumentation Run Tasks in the SmartPlant Instrumentation To Do List Set the Naming Conventions for the New Plant Activity Creating a Plant Breakdown Structure Appendix A: Glossary A-3

SmartPlant/SmartPlant Foundation Introduction and Administration I

Table of Contents Table of Contents - 2 SmartPlant/SmartPlant Foundation Introduction and Administration I SmartPlant/SmartPlant Foundation Introduction and Administration I Table of Contents - 3 1. SmartPlant