INSTALLATION GUIDE. Trimble PipeDesigner 3D Software

INSTALLATION GUIDE Trimble PipeDesigner 3D Software Revision A May 2015 F

Englewood Office Trimble Navigation Limited 116 Inverness Drive East, Suite 210 Englewood, Colorado 80112 (800) 234-3758 Copyright and Trademarks 1999-2015 Trimble Navigation Limited. All rights reserved. Trimble and the Globe & Triangle logo are trademarks of Trimble Navigation Limited, registered in the United States and in other countries. Trimble PipeDesigner 3D and Trimble Quick Link are registered trademarks of Trimble Navigation Limited. Other brand and product names are trademarks or registered trademarks of their respective holders. Release Notice This is the Trimble PipeDesigner 3D software INSTALLATION GUIDE. (Revision A). The topics within this document are: Subject to change without written notice. Companies, names, and data used in any examples are fictitious. Screenshots included in the help topics may not be exactly as in the software application. Part Number PD3D8063.01.1014_Installation Wednesday, May 13, 2015 11:05 am IV INSTALLATION GUIDE

Contents 1 Software Overview............................ 7 PipeDesigner 3D Software Information.................. 8 Installation Requirements............................. 8 Autodesk Application(s).......................... 8 Trimble Quick Link............................. 8 2 Trimble Quick Link Software..................... 11 Quick Link Modules................................ 12 Recommendations / Requirements........................ 12 Insert DVD.................................. 13 Install Trimble Quick Link Hub.......................... 14 3 PipeDesigner 3D Software....................... 19 Insert DVD..................................... 20 Installation Procedures.............................. 20 Additional Software/Information..................... 24 4 Adobe Reader Software....................... 25 Verify Reader Version............................... 26 Install Adobe Reader................................ 26 5 Getting Started.............................. 27 Software Modules................................. 28 PipeDesigner 3D CAD............................ 28 PipeDesigner 3D Data Editor........................ 28 QuickMerge................................. 29 Licensing...................................... 29 INSTALLATION GUIDE v

Content Trimble Quick Link Configuration..................... 29 Configure and Obtain Licensing...................... 30 Open PipeDesigner 3D............................... 31 License Manager.............................. 34 Recommended Settings.......................... 34 Install Metric Database........................... 35 6 Online Help................................ 37 Product Assistance................................. 38 Online Help System............................. 38 Online Manuals............................... 38 Trimble MEP Client Services........................ 41 vi INSTALLATION GUIDE

CHAPTER 1 Software Overview 1 In this chapter: Installation Requirements Autodesk Application(s) Trimble Quick Link PipeDesigner 3D provides a CAD solution to designers of piping systems. Created by industry specialists, it integrates with various Autodesk applications to enable you to design piping systems more easily and more quickly. The benefits of PipeDesigner 3D include: Choosing parts from a database of PipeDesigner 3D entities Configuring the system and assigning parts list and an insulation schedule Using intelligent PipeDesigner 3D entities Less UCS manipulation Close integration with Autodesk applications for minimal learning curve INSTALLATION GUIDE 7

1 Software Overview PipeDesigner 3D Software Information Each PipeDesigner 3D entity contains some intelligence; for example, when you create a run of piping, PipeDesigner 3D recognizes the minimum and maximum length for the pipe, and cuts it accordingly. PipeDesigner 3D provides a number of ways to take advantage of this intelligence, including the ability to derive a ill of Materials list from your drawing. PipeDesigner 3D is closely integrated with several Autodesk applications. You will quickly become proficient in using the software application! Installation Requirements Autodesk Application(s) Prior to proceeding with the PipeDesigner 3D program, you must have the compatible Autodesk application installed and authorized on your computer. Refer to the installation information included with your Autodesk application for procedures. Trimble Quick Link Tip You must install the Trimble Quick Link software before installing PipeDesigner 3D software. If you have other Trimble applications using the licensing utility, you do not need to install another Hub; however, you must install the release of Trimble Quick Link included with PipeDesigner 3D (as an update) to ensure proper access to licensing functionality. The Trimble Quick Link software utility allows you to easily manage licenses for your Trimble products. PipeDesigner 3D requires Trimble Quick Link for licensing and communication purposes. The software will not run without the Quick Link product. 8 INSTALLATION GUIDE

Software Overview 1 The Trimble Quick Link application has two modules available. Trimble Quick Link Hub You must install the Trimble Quick Link Hub before you install the PipeDesigner 3D application. The Hub serves as the central communication link between the PipeDesigner 3D software and Quick Link Central (licensing server) located in our corporate offices. Tip Trimble recommends that the Trimble Quick Link Hub be installed in a location easily accessible by all who need to use PipeDesigner 3D. Trimble Quick Link Management Studio The Quick Link Management Studio allows you to manage your licenses from one convenient location. You should limit the number of Management Studio installations within your organization. This ensures licensing is managed in the most efficient manner. Tip Trimble recommends that you install at least one copy of the Management Studio at each of your company's physical locations. Additional Installation Information In order to perform the installation, you must have local administrative rights for the computer on which the application is being installed. If you have any questions, please discuss with your System Administration personnel. efore you install the software, take the following action. Close down all Microsoft Windows based applications on the server, including e-mail software. Note You must also close the Hub and Management Studio before proceeding. If you are using the Trimble Quick Link software with any other application, they will not have access to licensing during the installation process. Trimble recommends you install this software during a non-busy time to limit disruption of your company s workflow. INSTALLATION GUIDE 9

1 Software Overview Common Installation Commands During the installation process, you will see the following in many of the windows. To proceed with the installation and advance to the next window, click Next. If you want to return to the previous page, click ack. If you want to stop the installation, click Cancel. You will be asked to confirm the cancellation. Finish completes the installation. Tip efore beginning the installation of the Trimble Quick Link and PipeDesigner 3D software applications, you must ensure that the compatible Autodesk application and version(s) supported by this release of the PipeDesigner 3D software is installed on your system. 10 INSTALLATION GUIDE

CHAPTER 2 Trimble Quick Link Software 2 In this chapter: Quick Link Modules Recommendations / Requirements Install Trimble Quick Link Hub The Trimble Quick Link software utility allows you to easily manage licenses for your Trimble products. PipeDesigner 3D requires Trimble Quick Link for licensing and communication purposes. The software will not run without the Quick Link product. INSTALLATION GUIDE 11

2 Trimble Quick Link Software Quick Link Modules Tip efore to installing Trimble Quick Link, you should verify whether the Quick Link Hub is already installed somewhere on your network for use with other Trimble applications. If you are not certain whether the Quick Link Hub is installed, you may need to ask your IT Professional for assistance in locating it. If the Trimble Quick Link software is installed, you must install the release of Trimble Quick Link included with PipeDesigner 3D software (as an update) in the same location to ensure proper access to licensing functionality. Trimble Quick Link has two modules available. Quick Link Hub This module is required for communicating with Quick Link Central (licensing server). See Install Trimble Quick Link Hub, page 14 for more details on the hub. You must install at least one hub at your physical location. Quick Link Management Studio The Quick Link Management Studio allows you to manage your licenses. You can install it on one or multiple workstations. Trimble recommends that you limit the number of management studios installed at your location. See Install Trimble Quick Link Management Studio, page 15 for more information on this module. Recommendations / Requirements To ensure proper operation of Trimble Quick Link after installation, follow the steps below. Close down all Microsoft Windows based applications on the server, including e-mail software. It is recommended that the Trimble Quick Link Hub be installed in a central location where all PipeDesigner 3D stand-alone and workstation software installations can easily connect. Additionally, you may need to enable the following for the Quick Link application to work properly: Server 2008 and Server 2008 R2: You may need to enable the.net Framework 3.0 Features in the Server Manager. 12 INSTALLATION GUIDE

Trimble Quick Link Software 2 Server 2012: You may need to enable the.net Framework 3.5 Features in the Server Manager Tip Contact your IT Professional if you need assistance with the processes above. Insert DVD Insert the PipeDesigner 3D Installation DVD into the appropriate drive of the computer designated as the stand-alone or server computer. Wait a moment. If the installation does not start a few seconds after you insert the installation DVD, proceed as follows: Double-click on the Computer icon on your Desktop. Locate the drive containing the PipeDesigner 3D Installation DVD. Click on it to display the contents of the DVD. Double-click AutoRun.exe to open the PipeDesigner 3D main installation screen. Note Depending on your computer settings, the.exe file extension may not display. Trimble Quick Link Video The installation DVD includes a video introducing Trimble Quick Link features that improve licensing and communication for your Trimble product. We strongly recommend that you view this video before installing any software. In the main PipeDesigner 3D installation screen, click Trimble Quick Link and then click Quick Link Video Intro. This video provides you with information about the Trimble Quick Link software application. Trimble recommends that you view this video prior to beginning the installation process. When viewing is complete, you must maximize the main installation screen by clicking on your Taskbar. INSTALLATION GUIDE 13

2 Trimble Quick Link Software Install Trimble Quick Link Hub The Trimble Quick Link Hub provides communication with the Trimble licensing server. Using the Quick Link Hub typically requires internet access to allow proper communication with the license server. If you do not have access to the internet, you must install the Quick Link Hub and then contact Trimble MEP Client Services for further instructions. Note You must have access to e-mail. Trimble recommends that you install the Hub on a computer that can be accessed by all Trimble software applications. If your company has multiple locations using Trimble software applications, you must install the Hub at each physical location. Only one installation of the Hub is required for all Trimble applications (per location). If you are using the Trimble software as a Stand-Alone with no access to a network, you must install the Hub on that computer. Hub Installation Tip efore to installing Trimble Quick Link, you should verify whether the Quick Link Hub is already installed somewhere on your network for use with other Trimble applications. If you are not certain whether the Quick Link Hub is installed, you may need to ask your IT Professional for assistance in locating it. If the Trimble Quick Link software is installed, you must install the release of Trimble Quick Link included with PipeDesigner 3D software (as an update) in the same location to ensure proper access to licensing functionality. 1. On the main PipeDesigner 3D installation screen, click Trimble Quick Link (under Software Installation Links). 2. Click Quick Link Hub. 3. The welcome screen displays. Click Next. 4. The License Agreement displays on the screen. Read the agreement. Choose I accept the terms of the license agreement. Click Next. 14 INSTALLATION GUIDE

Trimble Quick Link Software 2 Tip You must accept the terms of the agreement to proceed with the installation. If you want a hard copy of the agreements, click Print. 5. In the Choose Destination Location screen, click Next. Note Trimble recommends that you accept the default location. 6. In the Ready to Install the Program screen, read the information provided. When you are ready to begin the procedure, click Install. The procedure installs the required files and configures the service. Please be patient as this process may take a few minutes. 7. Click Finish. 8. Open the Trimble Quick Link Hub to obtain the TCP/IP Address and TCP/IP Port for the computer where the software is installed. You need this information when installing PipeDesigner 3D. Also, you need this information when you install the Management Studio. Install Trimble Quick Link Management Studio Tip Trimble recommends that you limit the number of Management Studio installations within your organization. Limiting the number of Management Studio installations within your organization provides better license management and security. INSTALLATION GUIDE 15

2 Trimble Quick Link Software 1. If you are installing the Management Studio on a different computer, insert the DVD into the appropriate drive of that computer (refer to page 13 for instructions). Click Trimble Quick Link (under Software Installation Links). OR If you are installing it on the same computer, click Quick Link Management Studio. The routine prepares the files for installation. The Welcome screen displays. Click Next. 2. The License Agreement displays on the screen. Read the agreement. Choose I accept the terms of the license agreement. Click Next. Tip You must accept the terms of the agreement to proceed with the installation. If you want a hard copy of the agreements, click Print. 3. In the Choose Destination Location screen, click Next. Note Trimble recommends that you accept the default location. 4. In the Ready to Install the Program screen, read the information provided. When you are ready to begin the procedure, click Install. 5. Click Finish. Refer to the Getting Started section in this manual for information on configuring the Management Studio. No action is required at this time. 6. In order to install the PipeDesigner software, click ack to Main screen. Do not open the Management Studio at this time. 16 INSTALLATION GUIDE

Trimble Quick Link Software 2 Install the PipeDesigner 3D Software After you have completed the Trimble Quick Link software installation, you are now ready to install the PipeDesigner 3D software. Refer to the next chapter for complete instructions. INSTALLATION GUIDE 17

2 Trimble Quick Link Software 18 INSTALLATION GUIDE

CHAPTER 3 PipeDesigner 3D Software 3 In this chapter: Insert DVD Installation Procedures Additional Software/Information PipeDesigner 3D can be installed on a network or on a stand-alone, single-user computer. The program uses a Microsoft SQL Server to hold and manage database files. The Trimble Quick Link communication and licensing software is required. To ensure proper behavior of the application, please follow all of the procedures as outlined in this chapter. INSTALLATION GUIDE 19

3 PipeDesigner 3D Software Insert DVD Insert the PipeDesigner 3D Installation DVD into the appropriate drive of the computer designated as the stand-alone or server computer. Wait a moment. If the installation does not start a few seconds after you insert the installation DVD, proceed as follows: Double-click on the Computer icon on your Desktop. Locate the drive containing the PipeDesigner 3D Installation DVD. Click on it to display the contents of the DVD. Double-click AutoRun.exe to open the PipeDesigner 3D main installation screen. Note Depending on your computer settings, the.exe file extension may not display. Installation Procedures Tip You must have the TCP/IP Address and TCP/IP Port for the Quick Link Hub. If you have not yet installed the Trimble Quick Link software, you must do so before you can install PipeDesigner 3D. To install PipeDesigner 3D, proceed with the following instructions. 1. In the Software Installation Links area, click PipeDesigner 3D. Trimble has built-in several validations to ensure Trimble Quick Link and PipeDesigner 3D can communicate properly after installation. Your Quick Link Hub must be validated before you can continue the installation. 2. In the Check Quick Link Installation dialog, enter the following information: Hub Address This is the TCP/IP Address assigned to the Quick Link Hub. Port This is the TCP/IP Port assigned to the Quick Link Hub. The default Port should always be 31958. Click Continue. 20 INSTALLATION GUIDE

PipeDesigner 3D Software 3 Validation Procedure When you click Continue, the application validates the installation and communication with the Quick Link Hub. If the installation/communication is validated, a Connection Valid message may display. Click OK. Go to Step 1 under Continue Installation. If installation/communication cannot be validated, you will receive a message. Click Go ack and make sure you have entered the correct information. Make any necessary corrections and then click Continue again. Go to Step 1 under Continue Installation. Tip If you have entered the correct information and the data cannot be validated, you will need assistance from your IT professional. Trimble has provided an Installation Checklist document to step through some troubleshooting procedures in order to make sure your environment allows the proper required communication. INSTALLATION GUIDE 21

3 PipeDesigner 3D Software Continue Installation 1. The Welcome to the Installation Wizard for PipeDesigner 3D screen displays. Click Next. 2. The License Agreement displays on the screen. Read the agreement. Click I accept the terms of the license agreement and then click Next. 3. The Support Agreement displays on the screen. Read the agreement. Click I accept the terms of the support agreement and then click Next. Tip You must accept the terms of each agreement to proceed with the installation. If you want to print the agreements before proceeding, click the Print button. 4. In the Select Install Type screen, choose the appropriate option button based on the type of installation you want to perform. Refer to the information in the tables below for an explanation and instructions for each installation type. Workstation: oth CAD and Data Editor Applications Tip If you are installing as a workstation, you must install the software on the server as well. See DataServer: Database and Tools section below. Selecting this option provides access on the installation computer to both the CAD and Data Editor modules in PipeDesigner 3D. If this is the type of install you wish to perform, select the radio button and then click Next. In the Choose Destination Location screen, click Next. Trimble recommends that you accept the default location. 22 INSTALLATION GUIDE

PipeDesigner 3D Software 3 DataServer: Database and Tools This option is for network installations where multiple users will be accessing the application. With this option, you cannot use the application at the server. If this is the type of install you wish to perform, select the radio button and then click Next. In the Choose Destination Location screen, click Next. Trimble recommends that you accept the default location. Stand-Alone: Installation of all Features This option installs all features on the computer. If this is the type of install you wish to perform, select the radio button and then click Next. In the Choose Destination Location screen, click Next. Trimble recommends that you accept the default location. Custom (WARNING: For expert use only) This option allows selection of the features you want to install. C CAUTION Trimble strongly recommends that you contact MEP Client Services before selecting this option. Additional steps may be required to ensure proper operation of the PipeDesigner 3D program after installation. 5. The Ready to Install the Program screen, click Install. MIcrosoft SQL Server PipeDesigner 3D may require additional software to manage database files. The installation routine will attempt to locate Microsoft SQL Server files. If the necessary files are not found, the routine automatically launches installation immediately. Please be patient as this process will take some time to complete. Do not click Cancel during this process. INSTALLATION GUIDE 23

3 PipeDesigner 3D Software Complete Installation When installation is complete, click Finish. Additional Software/Information Adobe Reader The PipeDesigner 3D software includes various manuals available in a Portable Document Format (PDF). In order to view these documents, Adobe Reader is required. If not installed on your computer, you can install it from your PipeDesigner 3D Installation DVD. See page 25 for instructions. Tip If you are using a Windows 8 Operating System, a PDF Viewer is automatically included. Installing A PDF Reader is not required. Tekla IMsight The Tekla IMsight is a professional tool used for construction collaboration. It combines many facets of the construction process. It allows you to check for clashes and to share information. The software helps you identify issues and take necessary corrective steps before construction commences. A link to download a free copy of this software is included on the installation DVD. Licensing and Database Access. To license your PipeDesigner 3D software and learn how to start using the application, refer to the Getting Started chapter beginning on page 27 for detailed information. 24 INSTALLATION GUIDE

CHAPTER 4 Adobe Reader Software 4 In this chapter: Verify Reader Version Install Adobe Reader Tip If you are using a Windows 8 Operating System, a PDF Viewer is automatically included. Installing Adobe Reader is not required. The PipeDesigner 3D software application includes online documentation in a Portable Document Format (PDF), which requires a PDF Reader. Tip If you are currently using Adobe Reader, it must be at least version 7.0 to open and view the available PipeDesigner 3D software documentation onscreen. INSTALLATION GUIDE 25

4 Adobe Reader Software Verify Reader Version To verify that you have Adobe Reader Version 7.0 or greater installed on your computer, do the following. 1. Open the Adobe Reader program. Choose Help > About Adobe Reader. 2. In the product information window verify that the version is 7.0 or greater. If it is, no further action is necessary. If not, you must download and install the Adobe Reader application. Other Considerations If you have installed the PipeDesigner 3D software on a network with workstations, you must install the Adobe Reader program on each workstation. If you have installed the PipeDesigner 3D software on a stand-alone computer, you must also install the Adobe Reader program on the stand-alone computer. Install Adobe Reader To install a free copy of the most current Adobe Reader program, follow the instructions below. 1. Insert the PipeDesigner 3D installation DVD into the appropriate drive of the workstation computer. Wait a moment. The PipeDesigner 3D installation screen displays. 2. Under Product Documentation, click Adobe Reader Download. This takes you directly to the Adobe website. 3. On the Adobe website, navigate to the Adobe Reader download location. Follow the instructions provided on the download page. 26 INSTALLATION GUIDE

CHAPTER 5 Getting Started 5 In this chapter: Software Modules Trimble Quick Link Configuration Licensing Open PipeDesigner 3D Install Metric Database When you complete the installation procedures, you are ready to start working in PipeDesigner 3D. This chapter provides you with the steps required after the installation is complete. Obtaining license seats through the Trimble Quick Link software. Restoring the Metric database (if you need to use it) Opening the PipeDesigner 3D application efore you proceed with the directions contained in this chapter, make sure you have completed all installation steps required as outlined in the previous chapters. INSTALLATION GUIDE 27

5 Getting Started Software Modules Tip This section provides an overview of the modules available in the PipeDesigner 3D software. efore you can access any of the modules, you must first license your software through the Trimble Quick Link. Refer to Licensing, page 29 for details. The PipeDesigner 3D software includes several modules to allow for better organization while working in the software. PipeDesigner 3D CAD The PipeDesigner 3D CAD software is an excellent solution for designers of piping systems. PipeDesigner 3D includes the following features: Choosing parts from a database of PipeDesigner 3D entities Configuring the system and assigning parts list and an insulation schedule Using intelligent PipeDesigner 3D entities Less UCS (User Coordinate System) manipulation PipeDesigner 3D Data Editor The Pipe Designer 3D Data Editor is designed for editing specifications and components that are used when creating your drawing. It provides an intuitive interface to create, modify, and manage data that is critical to using PipeDesigner 3D. The Data Editor is organized to provide you with easy access to data used in PipeDesigner 3D. Each is located under tabs and ribbons so you can add, edit, duplicate items with a click of the mouse, allowing for quick data entry. 28 INSTALLATION GUIDE

Getting Started 5 QuickMerge The QuickMerge utility allows you to merge additional database information into the master. You can also use QuickMerge utility to export data you select out to a file, which can then be merged into another PipeDesigner 3D database. This allows you to share data easily. See the online help system for details instructions. Refer to the online help system for detailed instructions on using this utility. Licensing You must obtain licensing through the Trimble Quick Link Management Studio application before you can use the PipeDesigner 3D software. Trimble Quick Link Configuration efore you can use the Trimble Quick Link Management Studio, it must be configured to communicate with the Hub. The Management Studio provides the tools to obtain licensing for the PipeDesigner 3D software through the Quick Link Server. Trimble provides an activation code to you by e-mail shortly after your order is processed. This activation code is required to obtain your PipeDesigner 3D license seats. If you cannot locate this e-mail or code, please contact MEP Client Services at (800)234-3758. 1. Open the Trimble Quick Link Management Studio using one of the following methods: Click on your Desktop. OR Go to the Windows Start menu and navigate to Trimble Quick Link. Click on it and then click Management Studio. The Trimble Quick Link Hub must running before you can open the Trimble Quick Link Management Studio. INSTALLATION GUIDE 29

5 Getting Started 2. In the Connect to the Trimble Quick Link Hub screen, enter the following: Login Name: admin Password: admin Tip Trimble recommends that you change the password for the default login as soon as possible in order to protect your data. Make note of the new password. If you want to save the password for future use, click the Remember Password checkbox. 3. The login screen may include defaults for the TCP/IP Address for the Hub and Port Do not change these. If you want to review the default information or update the data, click to view the information. You should have the TCP/IP address for the Hub available for verification purposes. C CAUTION Changing the Port number will cause connectivity conflicts to the Hub (based on firewall settings). It is highly recommended that the default Port number is used. Contact your system administrator for more information. 4. Click OK. The Quick Start Wizard opens. This wizard guides you through setting up the Management Studio for proper licensing and communication. Refer to the Trimble Quick Link online help system for instructions on completing the wizard. Configure and Obtain Licensing Tip At any time during this process, you can click previous screens. to return to the 1. In the Quick Start Wizard welcome screen, read the information presented and then click Next. The hub name screen displays. 2. You must enter a value in the Enter Hub Name field. Click Next. 3. In the Enter your activation code field, you must input the code provided to you previously by e-mail. Click Next. If you cannot locate this e-mail or code, please contact MEP Client Services at (800)234-3758. 4. In the Select Product pane, click PipeDesigner 3D and then click Next. The licensing operation screen displays. 30 INSTALLATION GUIDE

Getting Started 5 5. In the license seat counts screen, enter the number of seats you want to retrieve and use. If you are using the PipeDesigner 3D software in a network environment, you can retrieve licenses to cover all workstations at this time. You cannot obtain more seats than you have available. Click Next. 6. Review your PipeDesigner 3D software license seat information. 7. If you are satisfied with the results, click Finish. After this process is complete, you can open the PipeDesigner 3D software application. Open PipeDesigner 3D 1. Double-click on the PipeDesigner 3D [AutoCAD compatible application] desktop icon. OR Double-click on the PipeDesigner 3D Data Editor desktop icon. Note You can also open either module from the Windows Start menu. The compatible Autodesk application opens first. Once it is open, the PipeDesigner 3D software opens. Depending on the speed of your computer, this process may take a few minutes. Tip The PipeDesigner 3D software application includes enhanced security to protect your important data. ecause of the security feature, steps are required to setup your database. These steps can be accomplished when opening PipeDesigner 3D CAD or the PipeDesigner 3D Data Editor. 2. In the Trimble PipeDesigner 3D Login window, enter the defaults: Login Name: admin Password: admin Tip These fields are case sensitive. You must enter exactly as above. INSTALLATION GUIDE 31

5 Getting Started 3. If the window opens with Default Connection in the Database field, click OK. OR If Default Connection does not display, click next to the Database field. The Define Database Connection dialog opens. 4. In the Define Database Connection window, proceed as follows: a. Enter an Alias Name. This is a user-defined field. Trimble recommends that you use a name that will be easily remembered, for instance, My PipeDesigner 3D or your name followed by PipeDesigner 3D Database. b. The Database Type defaults to Microsoft SQL Server. Trimble recommends that you leave this as the default. If you want to use another database type, contact MEP Client Services for more information. c. Click next to the Server Name field. This automatically selects the Microsoft SQL Server installed locally with PipeDesigner 3D. If you are using a Microsoft SQL Server on the network, click to select the appropriate server from the list or if you know the name of the network files, you can enter this information manually. It must be entered accurately or the server will not be recognized. 32 INSTALLATION GUIDE

Getting Started 5 d. Click the Use SQL Server Authentication option button. This provides enhanced security for your database. e. Enter the Login information. The login information below pertains to the Trimble installed instance of the Microsoft SQL Server. If you are using another installed server, your login will be different. Contact your IT Professional if you have any questions. Login: sa Password: Trimble1 Tip These fields are case sensitive. You must enter exactly as above. Trimble recommends that you click Remember Password. This option saves only the SQL password so you do not have to re-enter it each time you open the database. The user password (entered in step 2) is still required. f. In the Database field, select QPPD3D from the list if you are using the default non-metric database. If you are using the Metric database, refer to Install Metric Database, page 35, g. Click OK. 5. The Trimble PipeDesigner 3D Login window displays again. Click OK. 6. If you are opening the CAD side, in the Project Selection dialog, click Default Project and then click Select & Close. Tip You can customize this project in the PipeDesigner 3D Data Editor to conform to your company requirements. You can also create additional projects. See the online help system for more information. You are now ready to use the PipeDesigner 3D software. INSTALLATION GUIDE 33

5 Getting Started License Manager The PipeDesigner 3D software application license manager defaults to your entries from the validation process in the installation routine. If necessary, you can change these settings under PD3D Tools / Miscellaneous / License Manager. Refer to the PipeDesigner 3D online help for detailed instructions. C CAUTION Use extreme care when changing these settings. Incorrect settings will disable communication with the Quick Link Hub. In this case, The PipeDesigner 3D software will not be able to obtain proper licensing to function. Recommended Settings Trimble recommends that you set up the following in the PipeDesigner 3D Data Editor before you create drawings: General Settings Employees Customers Refer to the online help system for details on these settings. 34 INSTALLATION GUIDE

Getting Started 5 Install Metric Database If you need the Metric database, complete the procedures below to add it to your PipeDesigner 3D system. 1. Insert the PipeDesigner 3D installation DVD. 2. Go to Explore / Installation Disk and then click on the Databases folder. Locate QPPD3D_MET.qps and copy this file to your Desktop. Note Depending on your computer settings, file extension may not display. 3. Go to the Windows Start menu and navigate to Trimble PipeDesigner 3D / Database Restore Utility. 4. Complete/select the required fields in the MS SQL Restore Wizard window. Server Server type: SQL Server User Name: sa Password: Trimble1 If not already selected, click the Save Password checkbox. 5. In the Database field, enter a unique name for the Metric database, for example, QPDD3D_MET. Click Connect. 6. In the second restore wizard screen, navigate to the QPPD3D_MET.qps file copied to your Desktop (in step 2 above). Click on the file. Click Next. Tip At any time during this process, you can click ack to return to the previous screens 7. Review the information in the third restore wizard screen. If satisfied, click Restore. 8. When the restore procedure is finished, the screen contains a message that the procedure is complete. Click Close. INSTALLATION GUIDE 35

5 Getting Started 36 INSTALLATION GUIDE

CHAPTER 6 Online Help 6 In this chapter: Online Help System Manuals from the Start Menu Find Information in the Manuals Obtaining information is important when you are working in any software package. PipeDesigner 3D provides online documentation that can be easily accessed. This chapter explains the organization and content of the documentation. INSTALLATION GUIDE 37

6 Online Help Product Assistance Trimble offers several avenues to obtain help using the PipeDesigner 3D software program. Online Help System Accessing online help can be done from the CAD side and Data Editor in PipeDesigner 3D. In the PipeDesigner 3D Data Editor, you can press [F1] in most windows to obtain step-by-step instructions on the window/dialog. Help is also available from the Help panel. Click Help Contents and then use the Table of Contents, Index, Search to locate the information you need. On the CAD side of PipeDesigner 3D, you can go to the PD3D Tools tab and then click Help. Use the Table of Contents, Index, Search to locate the information you need. The Table of Contents is organized into categories for easy navigation. The Index allows you to locate key words throughout the help system. The Search feature provided the functionality to find specific words used in the help system; for example, you might search for the word delete for instructions on deleting certain data from your system. Online Manuals The PipeDesigner 3D documentation includes the following: Installation Guide Contains information on installing PipeDesigner 3D and initial access to the database. A hardcopy of this manual is provided. Getting Started Guide Includes exercises that familiarize you with the PipeDesigner 3D system; depending on the terms of your sale, a hard copy of this manual may be provided with your software. (It is also available from the Windows Start menu.) 38 INSTALLATION GUIDE

Online Help 6 PipeDesigner 3D CAD Help Guide PipeDesigner 3D Data Editor Help Guide These manuals mirror the online help system in a PDF format. If you want professionally bound hard copies, see the Printable Manual topic in the online help file. Click reprint authorization This document contains all the information a printer needs to professionally produce printed and bound manuals. Keep in mind that the help and manuals are updated regularly. If you print and bind the entire manual, your copy will be obsolete the next time you receive a software update. Trimble suggests that you follow the instructions included on the following pages to open the online manuals. This will allow you to see how easy it is to use manuals online. INSTALLATION GUIDE 39

6 Online Help Manuals from the Start Menu To open the online manuals from the Start menu, do the following. 1. Choose the Start menu and then go to Trimble PipeDesigner 3D / Documentation. 2. Click on the appropriate manual. Find Information in the Manuals There are several methods to find information when using online manuals. Check the index for each manual. The topic you want is probably there. If you are unable to locate the topic, try thinking of the topic a little differently; for instance, you might try looking for the word deleting instead of the word removing. Scan the Table of Contents for each manual. Look for the topic you need. The contents are logically arranged for proper use of PipeDesigner 3D. Tip Tables of Contents and Indexes are linked to each chapter or topic. Click on the item in the Table of Contents or Index and the online manual automatically moves to the page for that topic. When you open the manual, the Adobe Reader window displays. The Navigation Pane is located on the left side of the window. The Navigation Pane displays section, chapter and topic information. Use the Find tool to search for keywords in the online manuals. The online manual contains blue references (hyperlinks). Clicking on a hyperlink will immediately take you to the page or topic referenced. Using hyperlinks allows you to navigate quickly through the manuals to find specific information. 40 INSTALLATION GUIDE

Online Help 6 Trimble MEP Client Services efore calling Client Services, we suggest you consult the online help. Many of the common procedures and questions are covered in this system. Trimble MEP Client Services is available during regular business hours, Monday through Friday. Note We are not available on major holidays. Telephone Toll-free 1-800-234-3758 Internet e-mail Website mepsupport@trimble.com mep.trimble.com INSTALLATION GUIDE 41

6 42 Online Help INSTALLATION GUIDE