Plant Design System (PDS) Installation and Configuration Checklist

Software Version: PDS 2010

Unless otherwise specified, the topics listed in the Additional Resources
column can be found in the Project Setup Technical Reference.

Configure PDS Servers on Windows 2003

Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes
PDS requires a variety of server functions, as detailed in the procedures below. An individual
Load Operating System on PDS Servers computer can perform one or all of these functions, or a combination of several functions.
Intergraph recommends using separate computers for each function.
Install Windows 2003 Server SP2 on the PDS Server You can download the service pack from the Microsoft web site.

Configure PDS Servers

Add to the registry a new string value named

HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of This registry entry is required for proper operation of the RIS Client.
c:\win32app\ingr\share
Add to the registry a new DWORD value named
This registry entry is required in order to avoid problems when more than 10 users attempt to access
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command
a shared folder. This key is case sensitive.
Processor\DisableUNCCheck, with a value of 1
This modification is required in order for PDS to be able to resolve node names and paths into UNC
paths for non-administrator users. For more information, please refer to the PDS Project Setup
Technical Reference. There are three recommended methods for modifying this key. You can the
Modify the
shares on the server to the allowed paths in the WINREG key, grant access permissions to certain
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI
users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph
NREG registry entry
recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths,
add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths
key in the WINREG entry.
To modify environment variables, open System in the Windows Control Panel, select the Advanced
Make sure that the Temp and Tmp environment variables for users and system point
tab, and then click Environment Variables. It is also necessary to complete this step on each user's
to c:\temp
workstation before using PDS.
Create the c:\temp folder, share the folder as temp, and change permissions on the
folder to allow everyone full control

See the SmartPlant License

The license server controls licensing for PDS. It can be located on any machine in your network. Manager Installation and
Install SmartPlant License Manager 2010 on the site license machine
Configuration Checklist.
(SPLMInstall_Checklist.xls)

When installing software for PDS servers, make sure there are no spaces in the
Set Up the PDS Print/Plotting Server
path names.
These printers and plotters can be physically connected to the server, or they can be connected to
Set up shared printers and plotters
the server over the network.
This product is available from Bentley Systems and delivered separately from PDS. If necessary,
Install InterPlot Server 10.02.00.08
specify c:\temp as the location to save files.
This product is available from Bentley Systems and delivered separately from PDS. If necessary,
Install InterPlot Client 10.02.00.08
specify c:\temp as the location to save files.

When installing software for PDS servers, make sure there are no spaces in the
Set Up the PDS Process/ISOGEN Server
path names.
You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have
the same permissions as a user account used by a project manager. If site security policies allow it,
Create a new operating system user for Batch Services
you may want to set the password for this user never to expire. An expired password on the user
account specified in this step could prevent batch jobs from running.
Log in as the user created in the previous step, and set the Temp and Tmp user and
system environment variables for this user to point to c:\Temp
This product is available from Bentley Systems and delivered separately from PDS. PDS does not
Install MicroStation J 07.01.05.03
support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead.

1 9/17/2009]

Install SmartPlant License Manager 2010 from the product CD
Install Batch Services 06.00.00.02 from the product CD
When prompted, enter your PDS serial number
Change the installation path to C:\WIN32APP\INGR\BATCH
When prompted, click Yes to allow batch jobs to have access to the desktop
When prompted, specify the Windows user account that will be used to run batch jobs
Install ISOGEN server from the product CD
The details for this procedure step depend on your specific site configuration:
For more details, refer to the
If you are using the same computer as the PDS server and the licensing server, you must install SmartPlant License Manager
SmartPlant License Manager Server on that computer. Installation Checklist and the
SmartPlant License Manager User's
If you are using the PDS server for processing, and you are using a different computer as the Guide.
licensing server, you must install SmartPlant License Manager Client on the PDS server.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\BatchServices\setup.exe.
This step is only necessary if you intend to use ISOGEN to generate isometric drawings. Depending
on your setup and processing volume, you may want to set up a separate server for isometric
drawing generation. In this case, perform steps through on the main process server, and then
perform steps through on the ISOGEN server.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS ISOGEN\setup.exe.
2 9/17/2009]
 Plant Design System (PDS)
Installation and Configuration Checklist
Software Versions: PDS 2010
Unless otherwise specified, the topics listed in the Additional Resources column
can be found in the Project Setup Technical Reference.

Configure PDS Servers on Windows 2008

Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
PDS requires a variety of server functions, as detailed in the procedures below. An individual
Load Operating System on PDS Servers computer can perform one or all of these functions, or a combination of several functions.
Intergraph recommends using separate computers for each function, if
Install Windows 2008 Server SP# on the PDS Server You can download the service pack from the Microsoft web site.

Configure PDS Servers

Add to the registry a new string value named

HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of This registry entry is required for proper operation of the RIS Client.
c:\win32app\ingr\share
Add to the registry a new DWORD value named
This registry entry is required in order to avoid problems when more than 10 users attempt to access a
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command
shared folder. This key is case sensitive.
Processor\DisableUNCCheck, with a value of 1
This modification is required in order for PDS to be able to resolve node names and paths into UNC
paths for non-administrator users. For more information, please refer to the PDS Project Setup
Technical Reference. There are three recommended methods for modifying this key. You can the
Modify the
shares on the server to the allowed paths in the WINREG key, grant access permissions to certain
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI
users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph
NREG registry entry
recommends the first method, adding allowed paths to the WINREG key. To add all allowed paths,
add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key
in the WINREG entry.

Please check "Data Execution Prevention" i.e. DEP setting of the Windows 2008 server.
Goto START menu -> MyComputer -> Right Click -> Advanced -> Performance ->
Settings -> Data Execution Prevention. Ensure that this is set to Turn
Turn on DEP for
essential windows programs and services only.
Please check PDS 2010 PD_Shell ReadMe and PDS Project Setup Technical
Reference guide.
To modify environment variables, open System in the Windows Control Panel, select the Advanced
Make sure that the Temp and Tmp environment variables for users and system point to
tab, and then click Environment Variables. It is also necessary to complete this step on each user's
c:\temp
workstation before using PDS.

See the SmartPlant License Manager

The license server controls licensing for PDS. It can be located on any machine in your network.
Install SmartPlant License Manager 2010 on the site license server Installation and Configuration
Checklist.

When installing software for PDS servers, make sure there are no spaces in the
Set Up the PDS Print/Plotting Server
path names.
These printers and plotters can be physically connected to the server, or they can be connected to the
Set up shared printers and plotters
server over the network.
This product is available from Bentley Systems and delivered separately from PDS. If necessary,
Install InterPlot Server 10.02.00.08
specify c:\temp as the location to save files.
This product is available from Bentley Systems and delivered separately from PDS. If necessary,
Install InterPlot Client 10.02.00.08
specify c:\temp as the location to save files.

The process server performs batch processing and model interactions. The ISOGEN server performs
Prepare the PDS Process/ISOGEN Server isometric drawing generation. Make sure that you have performed Tasks 1.0 and 2.0 on the PDS
Process/ISOGEN server.
When installing software for PDS servers, make sure there are no spaces in the
Set Up the PDS Process/ISOGEN Server
path names.
You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have
the same permissions as a user account used by a project manager. If site security policies allow it,
Create a new operating system user for Batch Services
you may want to set the password for this user never to expire. An expired password on the user
account specified in this step could prevent batch jobs from running.

3 9/17/2009]
Log in as the user created in the previous step, and set the Temp and Tmp user and
system environment variables for this user to point to c:\Temp
Install MicroStation J 07.01.05.03
Install SmartPlant License Manager 2010 from the product CD
Install Batch Services 06.00.00.xx from the product CD
When prompted, enter your PDS serial number
Change the installation path to C:\WIN32APP\INGR\BATCH
When prompted, click Yes to allow batch jobs to have access to the desktop
When prompted, specify the Windows user account that will be used to run batch jobs
Install ISOGEN server from the product CD
This product is available from Bentley Systems and delivered separately from PDS. PDS does not
support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead.
The details for this procedure step depend on your specific site configuration:
If you are using the same computer as the PDS server and the licensing server, you must install For more details, refer to the
SmartPlant License Manager Server on that computer. SmartPlant License Manager
Installation Checklist and the
If you are using the PDS server purely as a database server, SmartPlant License Manager is not SmartPlant License Manager User's
required on the server. Guide.
If you are using the PDS server for processing, and you are using a different computer as the licensing
server you must install SmartPlant License Manager Client on the PDS server
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\BatchServices\setup.exe.
This step is only necessary if you intend to use ISOGEN to generate isometric drawings. Depending
on your setup and processing volume, you may want to set up a separate server for isometric drawing
generation. In this case, perform steps through on the main process server, and then perform steps
through on the ISOGEN server.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS ISOGEN\setup.exe.
4 9/17/2009]
 Plant Design System (PDS) Installation and Configuration Checklist

Software Version: PDS 2010

Unless otherwise specified, the topics listed in the Additional Resources column
can be found in the Project Setup Technical Reference.

Configure PDS Database Server Oracle 10G R2

Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Install Oracle Software and Set Up the PDS Database Server and PDS Database
Create an operating system user for RIS in the Local Administrator group This step is required for the RIS software to be able to access the Oracle database.
Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
Install the 10.2g Oracle software on the PDS Server. the Oracle setup screens.

In order to avoid creating unnecessary tables and data in your database, make sure that you do not
Select the Advanced Installation option
select the option for creating a seed or starter database.
Select Custom intstallation
Define the name of your Oracle Instance
Choose your options from the available components list. Note the Oracle Programmer
options are not needed, and it is suggested to install iSQL Plus
The product will run some test to see that your machine is compatible and that it meets
If there is a compatability problem please see Oracle documentation for minimum system
the minimum requirements for Oracle installation. If all checks do not Succeed please
requirements
see Oracle installation guide for help. Once you have all checks completed

At this point you are provided a Summary Screen that outlines your choices so far and allows for
At the Create Database Screen choose the option Create a Database
review, if needed you could use the back option and change settings.
The system will start the install process providing you with a dialog showing its progress as it does the
Choose Install
installation

Toggle Perform typical Configuration in the Oracle Net Configuration Assistant window

In the Database Template dialog choose the General Purpose option

Provide the name of your database

In management options dialog we will leave the Configure the Database with Enterprise
Manager and User Database Control for Database Management options checked

Provide a password for the sys, system, dbsnmp and sysman administration account
users. You can do this by providing different passwords for each or the same for all of
them
In the storage options dialog choose the File System for database storage
sepcify the location for your database file as outlined by your administrator and keeping
in mind space and processor needs

If flash recovery is to be used in your installation select the option in the next dialog

Choose the default options in the Initialization Parameters window

In the Database Storage dialog change the users to suit your installation script, we
commonly change USERS01.DBF to PDS01.DBF

On the Creation Options screen, fill the Create Database checkbox

You can use the create.sql script delivered in ..\PDSHELL\sql\oracle to create these user names
Create Schema User Names automatically. If you plan to use this script to generate your user names, you must edit the script to
include your project name instead of the default proj1.
Log in to SQL Plus
PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,
RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
Create Oracle user names for each schema
MTO_projectname . There must be one Oracle user for each schema. See PDSHELL\SQL\ORACLE
directory for sample scripts
Change permissions on the Oracle installation folder to allow Read and Execute, List
Folder, and Read access to the operating system user specified when creating the RIS
schema
Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.

5 9/17/2009]
 This step is only necessary if you are using Oracle database software in a data server configuration. If
you are using Oracle database software in a net server configuration, skip to the next step.
Install
sta RISORADS
SO S 06.01.00.##
06 0 00 ## from
o tthe
epproduct
oduct C
CD
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\RISServer\RISORADS 6.0.0.#\setup.exe.

6 9/17/2009]
 Plant Design System (PDS) Installation and Configuration Checklist
Software Version: PDS 2010
Unless otherwise specified, the topics listed in the Additional Resources

Configure PDS Database Server Oracle 11G

Step Description Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes

Install Oracle Software and Set Up the PDS Database Server and PDS Database

Create an operating system user for RIS in the Local Administrator group This step is required for the RIS software to be able to access the Oracle database.
Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
Install the 11g Oracle software on the PDS Server. the Oracle setup screens.

In order to avoid creating unnecessary tables and data in your database, make sure that you do not
Select the Advanced Installation option
select the option for creating a seed or starter database.
Select Custom intstallation
Define the name of your Oracle Instance
Choose your options from the available components list. Note the Oracle Programmer
options are not needed, and it is suggested to install iSQL Plus

The product will run some test to see that your machine is compatible and that it meets
If there is a compatability problem please see Oracle documentation for minimum system
the minimum requirements for Oracle installation. If all checks do not Succeed please
requirements
see Oracle installation guide for help. Once you have all checks completed

At this point you are provided a Summary Screen that outlines your choices so far and allows for
At the Create Database Screen choose the option Create a Database
review, if needed you could use the back option and change settings.
The system will start the install process providing you with a dialog showing its progress as it does
Choose Install
the installation

Toggle Perform typical Configuration in the Oracle Net Configuration Assistant window

In the Database Template dialog choose the General Purpose option

Provide the name of your database
I managementt options
In ti dialog
di l we will
ill leave
l the
th CConfigure
fi th
the D
Database
t b with
ith
Enterprise Manager and User Database Control for Database Management options
checked
Provide a password for the sys, system, dbsnmp and sysman administration account
users. You can do this by providing different passwords for each or the same for all of
them
In the storage options dialog choose the File System for database storage
sepcify the location for your database file as outlined by your administrator and keeping
in mind space and processor needs

If flash recovery is to be used in your installation select the option in the next dialog

Choose the default options in the Initialization Parameters window

Choose the Revert to pre-11g default security settings
Set the Enable aurtomatic maintenance tasks dialog as you see fit
In the Database Storage dialog change the users to suit your installation script, we
commonly change USERS01.DBF to PDS01.DBF
On the Creation Options screen, fill the Create Database checkbox
You can use the create.sql script delivered in ..\PDSHELL\sql\oracle to create these user names
Create Schema User Names automatically. If you plan to use this script to generate your user names, you must edit the script to
include your project name instead of the default proj1.
Log in to SQL Plus
PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,
RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . There must be one Oracle user for each schema. See PDSHELL\SQL\ORACLE
Create Oracle user names for each schema
directory for sample scripts

Change permissions on the Oracle installation folder to allow Read and Execute, List
Folder, and Read access to the operating system user specified when creating the RIS
schema
Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.

7 9/17/2009]
 This step is only necessary if you are using Oracle database software in a data server configuration.
If you are using Oracle database software in a net server configuration, skip to the next step.
Install RISORADS 06.01.00.## from the p
product CD
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\RISServer\RISORADS 6.0.0.#\setup.exe.

8 9/17/2009]
 Plant Design System (PDS) Installation and Configuration Checklist

Software Versions: PDS 2010

Unless otherwise specified, the topics listed in the Additional Resources column
can be found in the Project Setup Technical Reference.

Configure PDS Database Servers MSSQL 2005

Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Install MSSQL Server 2005 software on the PDS Server
Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
Install MSSQL Server 2005 SP1 on the PDS server
the SQL Server setup screens.
On the Services Accounts screen, select Use the same account for all services and Use
local system account

On the Authentication Mode screen, select Mixed Authentication Mode

When the installation is complete, reboot the server

Configure SQL Server Database Software and create database on the PDS Server

Open SQL Server Database Management Studio Click Start > Programs > Microsoft SQL Server 2005 > Database Management Studio.

In the Server Group list, right-click your server and click Properties

On the General tab, verify that Autostart SQL Server and Autostart SQL Server Agent
are checked

Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of
On the Memory tab, specify the memory settings for your server
memory on the server. This setting can be adjusted depending on the actual load placed on the server.

On the server listing, expand the Databases list, right-click the master database, and click Properties.

Intergraph recommends the following settings:

General Tab
Space Allocation of at least 20 MB.
Automatically grow file setting disabled.
Update the properties for the master database
Transaction Log Tab
Data File size of at least 5 MB
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled

On the server listing, expand the Databases list, right-click the model database, and click Properties.

Intergraph recommends the following settings:

General Tab
Automatically grow file setting disabled.
Update the properties for the model database
Transaction Log Tab
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled

9 9/17/2009]
 On the server listing, expand the Databases list, right-click the tempdb database, and click
Properties.

Intergraph recommends the following settings:

General Tab
Data file size of at least 10 MB
Update the properties for the tempdb database Automatically grow file setting disabled.

Transaction Log Tab

Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled
Create a new database named pds Click Actions > New Database.

On the server listing, expand the Databases list, right-click the pds database, and click Properties.

Intergraph recommends the following settings:

General Tab
Initial size of at least 100 MB
Automatically grow file setting disabled.
Update the properties for the pds database
Transaction Log Tab
Initial size of at least 20 MB
Automatically grow file setting disabled

Options Tab
Truncate log on checkpoint setting enabled
You can use the create.sql script delivered in ..\PDSHELL\sql\mssql to create these user names
Create Schema User Names automatically. If you plan to use this script to generate your user names, you must edit the script to
i l d your project
include j t name iinstead
t d off th
the ddefault
f lt proj1.
j1
Open the Query Analyzer Click Start > Programs > Microsoft SQL Server 2005 > Query Analyzer.

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,

RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . There must be one SQL user for each schema.

For each schema, use the following series of commands in the Query Analyzer, substituting the name
of your project for proj1:
sp_addlogin pd_proj1, pd_ proj1, pds
go
Create logins and user names for each schema use pds
go
sp_adduser pd_ proj1, pd_ proj1
go
grant all to pd_ proj1
go

These commands create a schema login, associate the login with the pds database, create a user
name identical to the login, and grants the user privileges to create and delete objects in the database.

When installing software for PDS servers, make sure there are no spaces in the
Install RIS Software on the PDS Database Server
path names.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
Install RISMSFDS 06.00.00.00 from the product CD
source folder path>\PDS\RISServer\RISMSSQL 5.6.0.2\setup.exe.

Install Prerequisite Software on the PDS Workstation You must install the prerequisite software in the order in which it is listed.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
Install RIS Client 06.00.00.02 from the product CD
source folder path>\PDS\RISServer\RISShare\setup.exe.

10 9/17/2009]
 Plant Design System (PDS) Installation and Configuration Checklist

Software Versions: PDS 2010

Unless otherwise specified, the topics listed in the Additional Resources column
can be found in the Project Setup Technical Reference.

Configure PDS Database Servers MSSQL 2008

Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes
Install MSSQL Server 2008 software on the PDS Server
Except for the specific instances noted in this procedure, you can click Next to accept the defaults on
Install MSSQL Server 2008 SPx on the PDS server
the SQL Server setup screens.

On the Database Engine Configuration screen, select Mixed Mode

When the installation is complete, reboot the server

Configure SQL Server Database Software and create database on the PDS Server

Open SQL Server Management Studio Click Start > Programs > Microsoft SQL Server 2008 > SQL Server Management Studio.

In the Server Group list, expand the server folder, right-click SQL Server Agent and click
Properties
On the General tab, verify that Auto restart SQL Server and Auto restart SQL Server
Agent are checked

In the Server Group list, right-click your server and click Properties

Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of
On the Memory tab, specify the memory settings for your server
memory on the
th server. This
Thi setting
tti can be
b adjusted
dj t d depending
d di on the
th actual
t l load
l d placed
l d on th
the server.

On the server listing, expand the Databases list, expand the System Databases list, right-click the
master database, and click Properties.

Intergraph recommends the following settings:

Update the properties for the master database Files Tab
master: Initial Size of at least 20 MB.
Autogrowth file setting disabled.
masterlog: Initial Size of at least 5 MB.
Autogrowth file setting disabled.
On the server listing, expand the Databases list, expand the System Databases list, right-click the
model database, and click Properties.

Update the properties for the model database Intergraph recommends the following settings:
Files Tab
modeldev: Autogrowth file setting diabled
modellog: Autogrowth file setting disabled
On the server listing, expand the Databases list, expand the System Databases list, right-click the
tempdb database, and click Properties.

Intergraph recommends the following settings:

Update the properties for the tempdb database
Files Tab
tempdev: Initial Size of at least 10 MB.
Autogrowth file setting disabled.
tempog: Autogrowth file setting disabled.

Create a new database named pds Expand the server folder, right-click on Databases, click New Database

11 9/17/2009]

Update the properties for the pds database
Create Schema User Names
Create New Query with Current Connection
Create logins and user names for each schema
Install RIS Software on the PDS Database Server
Install RISMSFDS 06.00.00.00 from the product CD
On the server listing, expand the Databases list, right-click the pds database, and click Properties.
Intergraph recommends the following settings:
Files Tab
pds: Initial Size of at least 100 MB.
Autogrowth file setting disabled.
pds_log: Initial Size of at least 20 MB.
Autogrowth file setting disabled.
Options Tab
Truncate log on checkpoint setting enabled (this is done automatically)
You can use the create_2005.sql script delivered in ..\PDSHELL\sql\mssql to create these user names
automatically. If you plan to use this script to generate your user names, you must edit the script to
include your project name instead of the default proj1.
In Microsoft SQL Server 2008, select File > New Query with Current Connection
PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,
RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname ,
MTO_projectname , PID_projectname , and PIDM_projectname . There must be one SQL user for each
schema.
For each schema, use the following series of commands, substituting the name of your project for
proj1:
CREATE LOGIN pd_proj1 WITH PASSWORD = 'pd_proj1', CHECK_POLICY = OFF
go
USE PDS
go
CREATE USER pd_proj1 FOR LOGIN pd_proj1
go
Create Schema pd_proj1 authorization pd_proj1
go
Alter user pd_proj1 with default_schema = pd_proj1
go
sp_addrolemember 'db_owner', 'pd_proj1'
go
These commands create a schema login, associate the login with the pds database, create a user
name identical to the login, and grants the user privileges to create and delete objects in the database.
When installing software for PDS servers, make sure there are no spaces in the
path names.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\RISServer\RISMSSQL 6.0.0.0.\setup.exe.
12 9/17/2009]
 Plant Design System (PDS) Installation and Configuration Checklist
Software Versions: PDS 2010
Unless otherwise specified, the topics listed in the Additional Resources column
can be found in the Project Setup Technical Reference.
PDS Project Creation
Create a PDS Project
Create and share a folder for the project file
On the drive containing the project file, share the drive using its drive letter
Specify the location of the project file
Open Express Project Creation
Select New User Mode
Specify the details for the new project
Select Create New Schema for the Piping Approved RDB Schema and the Piping
Unapproved RDB Schema
Specify the units of measure for the project and for nominal piping diameters (NPD)
Specify details for the Project Control schema
Repeat the previous step for each additional schema
Specify the server name and drive letter for the project and for the
DesignReview/SmartPlant Review workstation
If necessary, specify details for any FrameWorks sub-projects
Create an HVAC Project
Make sure that PARNU and PE-HVAC are installed on the workstation
Create the prj_project and hrf_project schema users in your database
Create an HVAC project folder on the file server
Change the working folder for PARNU to match the HVAC project folder
In PARNU, create an HVAC project in the HVAC project folder
Copy the envar.txt file from the pehvac\support folder into the PDS project folder
Modify the envar.txt file in the project folder to point to the correct reference data for
your project
In PARNU, create the prj_project schema
For more details on using Express
While this procedure uses the PDS Express Project Creation utility, PDS projects can also be created
Project Creation, refer to the PDS
manually. In such cases, you must also create the project folder structure and the database schemas
Express Project Creation Quick Start
manually.
Guide.
The project file specifies the locations of PDS projects on the server.
For example, if the project file is located in E:\projfile, share the E: drive, and name the share E.
Click Start > All Programs > PD_Shell > PDS Configure. In the PROJ_FILE field, enter the folder
created in the previous step. In the PROJ_ADDR field, enter the name of the file server.
To open Express Project Creation, click Start > All Programs > PD_Shell > Express Project
Creation.
You can create projects in New User mode or in Advanced User mode. New User mode installs the
project files, libraries, and other data in their default locations. Advanced User mode allows you to
specify the location and file structure for the project. This document assumes use of the New User
mode. The procedure for using Advanced User mode is largely similar, with the addition of the screens
for location and file structure specification.
Click Get Client Address to supply the IP address for the server. Click Display Databases to select
the database name and populate the Database fields. For the Database Username and Password,
enter the appropriate database user name created in Task 6.0 (for Oracle databases) or Task 10.0
(for MSSQL databases). For the OS Username and Password, enter the operating system user name
that should be used when accessing the database. This user name was created in step 6.1 (for Oracle
databases) or step 10.1 (for SQL databases).
PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname ,
RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and
MTO_projectname . Express Project Creation creates each of these schemas in turn, except f
This step is only necessary if you intend to use SmartPlant Review.
This step is only necessary if you intend to use FrameWorks Plus for structural design in the project.
If you are creating the project from a computer other than the file server itself, you will need to map a
drive to the appropriate drive letter on the file server.
Right-click the PARNU.exe file in the ..\parnu\bin folder, click Properties, and modify the path in the
Start in field.
Open PARNU, and in the Project Environment dialog box, click Create. Specify the details for your
project in the Create Project dialog box.
In the Project Environment dialog box, click Database > Create > Create Schema. Replace project
with your project name.
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Specify the location of the HVAC project file
Specify the location of the HVAC control file
Create the hrf_project schema
Load the PE-HVAC tables to the database
Create a PE-HVAC design file
Set the units for the design file
Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the HVAC_PROJ_PATH
field, enter the folder containing the HVAC project file, as defined in step. In the HVAC_PROJ_NODE
field, enter the name of the file server.
Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the PEHVAC Control File
field, specify the location of the peh.cmd file.
In the Project Environment dialog box, click Database > Create > Create Schema. Replace project
with your project name.
In the Project Environment dialog box, click Applications > PE
PE_HVAC
HVAC and select your project. On
the Reference Databases form, select Load, and enter envar.txt in the Filename field.
In the Project Environment dialog box, select PE-HVAC. In the Create Design File dialog box,
specify the settings for your design file.
In the Project Environment dialog box, select PE-HVAC > Enter Design File. Select a design file and
click OK. In the graphical environment, click Settings > Design File. Change the MU:SU:PU settings to
match the settings of the PDS project (1:12:2032 for English projects or 1:1000:80 for metric projects).
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Software Versions: PDS 2010
Unless otherwise specified, the topics listed in the Additional Resources
column can be found in the Project Setup Technical Reference.
Configure PDS Workstations
Step Description
Install Prerequisite Software on the PDS Workstation
Install MicroStation J 07.01.05.03
Install the Ris Client compatible with your Database from the product CD. (see
Database tabs)
Install Adobe Reader 8.0
Install Batch Services 06.00.00.02 from the product CD
Install InterPlot Client 08.05.01.21
Prepare the PDS Workstation
Add to the registry a new string value named
HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of
c:\win32app\ingr\share
Add to the registry a new DWORD value named
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command
Processor\DisableUNCCheck, with a value of 1
Modify the There are three recommended methods for modifying this key. You can add the shares on the server
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WI to the allowed paths in the WINREG key, grant access permissions to certain users or user groups
NREG registry entry from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method,
adding allowed paths to the WINREG key.
Make sure that the Temp and Tmp environment variables for users and system point
to c:\temp
Create the c:\temp folder, share the folder as temp, and change permissions on the
folder to allow everyone full control
Install and Configure SmartPlant License Manager on the PDS Workstation
Install SmartPlant License Manager Client 2010 from the SmartPlant License Manager
CD
Synchronize the workstation system clock with the server system clock
Specify a SmartPlant License Manager server
Install and Configure PDS 2010 Software on the PDS Workstation
For each PDS module, specify the installation type and installation location
Plant Design System (PDS) Installation and Configuration Checklist
Comments/ Problems / Workarounds Additional Resources TR / CR Setup Notes
You must install the prerequisite software in the order in which it is listed.
This product is available from Bentley Systems and delivered separately from PDS. PDS does not
support the Minimum Setup Type for MicroStation. Use the Complete Setup Type instead.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\RISServer\RISShare\setup.exe.
This software is required to view the Software License Agreement.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\Adobe\AdbeRdr80_enu.exe.
This product is available from Bentley Systems and delivered separately from PDS. This step is only
necessary if print/plotting jobs will be sent from this workstation.
These steps are required for all PDS workstations.
This registry entry is required for proper operation of the RIS Client.
This registry entry is required in order to avoid problems when more than 10 users attempt to access
a shared folder. This key is case sensitive.
This modification is required in order for PDS to be able to resolve node names and paths into UNC
paths for non-administrator users. For more information, please refer to the PDS Project Setup
Technical Reference.
To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the
value for the AllowedPaths key in the WINREG entry.
To modify environment variables, open System in the Windows Control Panel, select the Advanced
tab, and then click Environment Variables.
Refer to the SmartPlant License
Manager Installation Checklist and the
SmartPlant License Manager User's
Guide.
Run the following statement from the command line to synchronize the workstation clock: net time
/set \\server_name
To specify a license server, open SmartPlant License Manager, double-click Configure and Test >
Select License Server for Client, and then either type the license server name or browse to a
license server.
Note: If you are recording an .iss file for silent installation, use this path to the setup.exe file: <setup
source folder path>\PDS\PDS\setup.exe.
In most cases, you should select Local mode for all PDS modules. Refer to the Project Setup
Technical Reference for details on installing software in Client or Server mode.
Any system from which projects will be created must have all required products installed locally on
the same drive as the project file.
Make sure that the installation path does not contain any spaces. Intergraph recommends that you
install PDS in c:\win32app\ingr.
PD_Shell is required on all PDS workstations. Other PDS modules may be installed based on the
function of the workstation. For example, if a workstation is to be used for 3D piping, installing the
Drawing Manager software may not be necessary.
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Specify the PDS 3D Control File
Specify
p y the location of the schema file
Create PDS batch queues
To specify a control file, click Start > All Programs > PD_Shell > PDS Configure. You can also
create a pds.cmd file in a central location, and then point each workstation to that file using the PDS
3D Control File dialog box.
To specify a schema file, click Start > All Programs > RIS version number > RIS Schema
Manager. You can also create a parms file in a central location, and then copy the file to each
workstation. In this case, you should create a RIS_Parameters path in temporary folder.
Click Start > Programs > PD_Shell > PDS Queue to create batch queues. Select Enable all for
configuration and select the queues you want to create. If you have not done so, the system will
prompt you to create batch queues the first time you start PDS.
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