SmartPlant/SmartPlant Foundation Introduction and Administration I

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1 Table of Contents

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

3 SmartPlant/SmartPlant Foundation Introduction and Administration I Table of Contents SmartPlant Architecture Overview SmartPlant Components Overview SmartPlant Client Common User Interface SmartPlant 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 Using the Class VM Session 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 Change User Password Enabling Look Ahead Configuring the Effective Date Using the List View Window Open in a New Window Activity Using the SPF Desktop Client Finding and Manipulating Objects Searching for Objects Saved Queries Extracting/Exporting to Excel Creating New Objects 3-23

4 Table of Contents - 4 SmartPlant/SmartPlant Foundation Introduction and Administration I 3.4 Object Manipulations Copying an Object Updating Objects Deleting Objects Object Termination Object Details Object History Change Owning Group Creating and Showing Relationships Showing Relationships Creating Relationships Editing Relationships Integrated Windows User Authentication Changing the Integrated Windows Authentication SPF Users that are not in the domain Activity Finding and Manipulating Objects SmartPlant Foundation Workflows Using Workflows Attaching a Workflow Workflow Notification The To Do List Completing a Workflow Checklist Completed/Unable to Complete Show Graphical Workflow Reject/Approve Reassigning a Workflow Participant Workflow History Submitting an Existing Document to a Workflow Activity Using a Workflow in SmartPlant Foundation SPF User Functionality Viewing and Marking up Files Viewing Object Properties Adding Markups Viewing Off-Page Connectors in Drawings Activity File Viewing and Markup FTR Searches FTR Setup SmartPlant Foundation Registry Entries Service Setup Attribute Searching Content Search Search String Specification 5-41

5 SmartPlant/SmartPlant Foundation Introduction and Administration I Table of Contents Activity FTR Searches Creating a Report Report Options Saving a Report Activity Creating Reports Working with Reference Files Reference Files Dialog File Type Matrix for Reference Files Update Maintain Relations Attribute on Reference Files Show Nested Reference Files Update Reference Relationships Dialog Box Activity Working with Reference Files Subscribing to Change Notifications Subscribe to Events for an Object Subscription List for Object Query Subscription List Unsubscribe from Object Events Activity - Subscribing to Change Notifications Document Check in and Check out Check Out a Document Check Out Dialog Undo Check Out Check In a Document Activity 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 Revision Object Properties Revision States Revision State Rules for Documents in Project/As-Built Configurations Committing Project Work Commit a Configuration Activity - Revising and Committing Objects SPF HotSpotting Hotspot Setup and Configuration Setting the DCOM Configuration for the SmartConverter Granting the Internet Guest Account Full Control The SPFSmartConverter.ini File HotspotFreeText HotspotGroupText HotspotScatteredText 6-20

6 Table of Contents - 6 SmartPlant/SmartPlant Foundation Introduction and Administration I RemovePoints BW Define Hotspotter Rules in SPFHotSpotter.ini Adding a New Macro Methods Test the Rules Set the IsFileConversionNeeded Condition Viewing Hotspots in the Drawing Activity SPF Hotspotting System Administration Overview System Administration Utility User Access Configuration Creating Users and User Groups Creating User/User Group Associations Plant Objects Projects and Project Lists Creating Hosts SmartPlant Foundation Vaults Creating Vaults in SmartPlant Server Manager Creating Vaults in System Administration Activity 1 Creating Users, User Groups, Hosts, and Vaults SmartPlant Foundation Loader Using the Loader to Create Plants Creating Loader Templates from System Administration Activity 2 Using the SmartPlant Foundation Loader File Types Creating Printers and Print Servers Print Servers Activity 3 SmartPlant Foundation Utilities SmartPlant Foundation License Management Overview Perpetual Tokens Daily Tokens Token Pool License Option File Obtaining SmartPlant Foundation User Licenses 8-11

7 SmartPlant/SmartPlant Foundation Introduction and Administration I Table of Contents Setting Up the License Server Token Exhaustion Activate the License Files Editing the License Files Starting the SmartPlant Foundation License Server Stopping the SmartPlant Foundation License Server Registering the License Server as a Service License Manager Termination Reporting Token Report File Daily Token License Usage History Licenses In Use Reporting in System Administration Clearing Token IN USE Status Using the License Server Remotely SmartPlant Foundation/SmartPlant Installation SmartPlant Foundation System Requirements Installing Database and Prerequisite Software Installing SmartPlant Foundation Schema Component Installation SmartPlant Foundation Installation Steps Installing SmartPlant Components SmartPlant Server Installation SmartPlant Client Installation SmartPlant Loader Installation Configuring the SPF Installation Create a New Site Review and Update System Settings Update the Global.asa File Create a Vault Review or Update License Manager Settings Additional Consideration Exporting the Configuration SPF Troubleshooting SPF Registry Settings SPF Test Utilities 10-12

8 Table of Contents - 8 SmartPlant/SmartPlant Foundation Introduction and Administration I 11. Registering a Plant Example Publishing Documents Example Retrieving Documents Example Creating a Plant Breakdown Structure (PBS) in SPF Creating a Plant Breakdown Structure in SPF Creating a New Area Creating a New Unit Publish the Plant Breakdown Structure (PBS) Document 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 Activity Creating a Plant Breakdown Structure Appendix A: Registering Additional Tools A-3 Appendix B: Glossary B-3

SmartPlant Foundation 4.x Introduction and Administration I

Table of Contents Table of Contents - 2 SmartPlant Foundation 4.x Introduction and Administration I SmartPlant Foundation 4.x Introduction and Administration I Table of Contents - 3 1. SmartPlant Architecture