Smart 3 DCurriculum Path Training Guidelines V2016

Smart 3D Plant/Outfitting Curriculum Path & Training Guidelines
Smart 3D Plant/Outfitting
Curriculum Path & Training Guidelines
Intergraph PPM recommends that new Smart 3D plant/outfitting users select one of the
following training tracks described below.
1. System Support Track
For people interested in setting up Smart 3D & databases and managing databases
and applications more from systems perspective in terms of work sharing,
permissions, backups etc.
Windows & SQL TSMP3001 TSMP3005 / 7

Server/Oracle Smart 3D Setup & Smart 3D GWC Setup
Admin Knowledge Admin (Optional)
2. Discipline Specialist Track

For people interested in creating and maintaining reference data such as piping
specifications, equipments for a particular discipline(s), configuration and generation
of deliverables, providing first line support to end users (Designers).
Piping
TSMP3002 TSMP3006 TSMP4001
Smart 3D Piping & Smart 3D PDS Spec Smart 3D
Piping Designer Equipment Ref Data Translator (Optional) Programming I
Track (Optional)

Smart 3D Drawing Smart 3D Isometric Smart 3D Reports
Configuration Drawings Customization
Reports
Electrical
Electrical Designer TSMP3003 TSMP2001 TSMP2005

Track Smart 3D Electrical Smart 3D Drawing Smart 3D Reports
Reference Data Configuration Customization
Structure
Structure Designer TSMP3004 TSMP2001 TSMP2005

Track Smart 3D Structural Smart 3D Drawing Smart 3D Reports
Reference Data Configuration Customization
1
3. Automation Track
For people interested in programming and automating Smart> 3D across various
disciplines.
TSMP4001
Smart 3D
Programming I
Visual Studio 2013 TSMP4002

Programming and Smart 3D
Smart 3D Programming II
Knowledge
TSMP4003
Smart 3D
Automation using
.NET
TSMP4005
Smart 3D
Programming III
4. Designer Track
For people interested in creating 3D models for Piping, Electrical, or Structural
disciplines.
Piping Electrical Structure

Smart 3D Piping & Smart 3D Electrical Smart 3D Structural
Equipment Modeling Modeling Modeling
TSMP1006
Smart 3D Drawing
Creation
TSKT1500
Creating and Editing
Drawings using
SmartSketch
2
V2016 Training Course Highlights
Course Title No Per On-Site Excl.

Number of Enrollment Travel
Days (US $) (US $)
TSMP1001 Smart 3D Piping & Equipment Modeling 4.5 2750 13750
TSMP1002 Smart 3D Electrical Modeling 4.5 2750 13750
TSMP1003 Smart 3D Structure Modeling 4.5 2750 13750
TSMP1100 Smart 3D Designer Series 10 On-Site Only 27500
Creating and Editing Drawings using 3 1650 8250

TSKT1550 SmartSketch
TSMP1006 Smart 3D Drawing Creation 2 1100 5500
TSMP2001 Smart 3D Drawings Configuration 4.5 2750 13750
TSMP2002 Smart 3D Isometric Drawings 4 2200 11000
TSMP2005 Smart 3D Report Customization 4 2200 11000
TSMP3001 Smart 3D Setup & Administration 4.5 2750 13750
Smart 3D Equipment & Piping Reference 4.5 2750 13750

TSMP3002 Data
TSMP3003 Smart 3D Electrical Reference Data 2 1100 5500
TSMP3004 Smart 3D Structural Reference Data 2 1100 5500
Smart 3D Global Workshare Setup – SQL 4.5 On-Site Only 13750

TSMP3005 server
TSMP3007 Smart 3D Global Workshare Setup – Oracle 4.5 On-Site Only 13750
TSMP3006 Smart 3D PDS Piping Spec Translation 3 On-Site Only 8250
Hangers and Supports Maintenance & 5 On-Site Only 13750

TSMP3008 Customization
3
Smart 3D Programming I (Part Symbols & 4.5 2750 13750

TSMP4001 Rules)
Smart 3D Programming II (Equipment 3 1650 8250

TSMP4002 Symbols and Forms)
TSMP4003 Smart 3D Automation using .NET 4.5 2750 13750
Smart 3D Programming III (Stair, Ladder 2 1100 5500

TSMP4005 and Handrail Symbols)
Hangers and Supports Part & Assembly 4.5 On-Site Only 13750
TSMP4004 Creation
4
Course Descriptions
Smart 3D Piping & Equipment Modeling
TSMP1001
Length: 4.5 days
Price: $13,750 Course
$2,750 Enrollment
This course is for Piping Designers who will create piping models and other users who
will create related reference data. The course features an introduction to the graphics
environment, equipment modeling, followed by routing techniques for piping modeling
and generation of isometric drawings.
Major Topics:
• Overview of Common Graphics Environment
• Defining a Working Set
• SmartStep Commands and User Options
• Interactive Interference Checking
• Equipment Modeling
• 3D Routing System
• General Routing Techniques
• Hangers & Supports
• Change Management
• P&ID Integration
• Isometric Drawing Generation
Prerequisites:
• Knowledge of Industrial Piping Design
• Familiarity with Windows User Interface
• Knowledge of 3D Plant Design CAD Concepts
5
Smart 3D Designer Series

TSMP1100
Length: 10 days
On-Site Only
This course is a bundled offering that includes topics from TSMP1001, TSMP1002 and
TSMP1003. First week of this course is same as TSMP1001, followed by Electrical
Modeling and Structural Modeling topics during second week. It is assumed that
students from electrical and structural disciplines would attend the Common App and
Equipment Modeling topics in the first week and then rejoin the class in second week.
An alternative schedule can accommodate structural users in the first week and
electrical and piping users the second week. This course is best suited for a team that
would become core Smart 3D team for execution of Smart 3D pilot or roll-out activities.
Major Topics:
• Workspace / Filter Definitions
• Piping Modeling
• Electrical Modeling
• Structural Modeling
Prerequisites:
• Knowledge of Plant Design & Engineering
6
Creating and Editing Drawings Using SmartSketch

TSKT 1500
Length: 3 days
$1,650 Enrollment
This course will introduce the student to skills that can increase productivity and streamline design time. It
covers tools and procedures in SmartSketch that can be used to create quick sketches, engineering
designs, production drawings, plot plans, schematics, business diagrams, and more. It consists of a
classroom lecture and lab format that provides the most practical and efficient hands-on reinforcement in the
use of these tools and procedures.
Major Topics:
• SmartSketch Environment - Differences between SmartSketch and SmartSketch
Drawing Editor
• Drawing Environment - Toolbars and Ribbon Bars
• Drawings Files vs. SmartSketch Files
• Documents, Sheets, and Layers, Creating and Modifying Styles,
• Creating Graphics, Drawing with PinPoint
• Selecting, Finding, and Modifying Graphics
• Dimensioning and Measurement Tools
• Text and Annotations
• Basic Symbol Creation
• Drawings Revision Workflow
• Editing/Drawing Tips.
Prerequisites:
• One of the Smart 3D Modeling courses (TSMP1001, TSMP1002, or TSMP1003)
• Must be taken before or together with TSMP1006
7
Smart 3D Drawing Creation

TSMP1006
Length: 2
$1,100 Enrollment
This course is for designers involved in the generation of orthographic drawings from the
Smart 3D model. The course starts with conceptual explanation of the different types of
drawings followed by the workflows for generating drawings and editing drawings.
Major Topics:
• Drawing Console
• Composed Drawings
• Volume Drawings
• Creating & Updating Drawings
• Section and Detail Views
• SmartSketch Drawing Editor
• Scaled Sketching
• Manual Labels and Dimensions
Prerequisites:
8
Smart 3D Drawing Configuration

TSMP2001
Length: 4.5 days
$2,750 Enrollment
This course is for Application Specialists involved in the configuration and generation of
orthographic drawings from the Smart 3D model. The course starts with workflows for
generating drawings and editing drawings, followed by various configuration and
customization techniques. Note: The first two days of this course coincide with
TSMP1006.
Major Topics:
• Drawing Console
• Creating & Updating Drawings
• Drawing Editor
• Smart Labels
• Drawing Templates
• Bulkload Utility
• Drawing Types (Snapshot, Volume & Drawings by Query)
Prerequisites:
9
Smart 3D Report Configuration

TSMP2005
Length: 4 days
$2,200 Enrollment
This course is for Application Specialists involved in the customization of reports form
Smart 3D databases. The course starts with workflows for generating reports, followed
by various configuration and customization techniques.
Major Topics:
• Defining New Reports

• Understanding the data model
• Report Definitions/Excel Data
• Creating Report Templates
• Labels
Prerequisites:

• Knowledge of Databases and SQL statements
10
Smart 3D Isometric Drawings

TSMP2002
Length: 4 days
$2,200 Enrollment
This course is for Application Specialists involved in the configuration and generation of
piping isometric drawings. The course starts with workflows for generating isometric
drawings, followed by various configuration and customization techniques.
Major Topics:
• Drawing Console
• Creating & Updating Piping Isometrics
• Isogen Options
• Atext (Alternate Text) Definitions
• Symbols and Symbol keys
• Customizing Isometric Drawing Styles
• Configuring Isometric Drawing Content
Prerequisites:
• Smart 3D Piping & Equipment Modeling course (TSMP1001)
11
Smart 3D Electrical Modeling

TSMP1002
Length: 4.5 days
$2,750 Enrollment
This course is for Cableway/Cable tray users involved in modeling and creation of
reference data. The course features an introduction to the graphics environment,
equipment modeling, and routing techniques for cableway, conduit and cable tray. Later
part of the course is focused on creation and modification of reference data such as tray
specifications.
Major Topics:
• SmartStep Commands
• Cableway and Cabletray Modeling
• Duct bank Modeling
• Conduit Routing
• Hangers & Supports
• Routing Cables
Prerequisites:
12
Smart 3D Structural Modeling

TSMP1003
Length: 4.5 days
$2,750 Enrollment
This course is for Structural Designers who will create structural models, and other users
who will create related reference data. The course features an introduction to the
graphics environment followed by equipment & structural modeling techniques. Later
part of the course is focused on creation of reference data such as user defined sections
etc.
Major Topics:
• SmartStep Commands and User Options
• Grid System
• Modeling Members
• Managing Connections
• Fireproofing Members
• Modeling Slabs, Walls and Openings
• Modeling Stairs, Ladders and Handrails
• Modeling Footings and Equipment Foundations
• Solid Modeling
• Importing and Exporting Solids as SAT files
• Adding Loads, Releases, Boundary Conditions for Structural Analysis
• Creating Mapping file for CIMSteel
• Creating CIMSteel file for Structural Analysis and Physical Model
Prerequisites:
13
Smart 3D Setup & Administration

TSMP3001
Length: 4.5 days
$2,750 Enrollment
This course is for System Support personnel who are familiar with the Windows
Operating System, networking, and databases, and who will be responsible for loading
and configuring the software, keeping the system running, and trouble-shooting
problems. Project Support personnel, who will be configuring the software, will also
benefit from this course, which includes topics such as software setup, database setup,
configuring access control, project level settings. The course is in a lecture/lab format.
Major Topics:
• Overview of Smart 3D System Architecture
• Database Wizard
• Project Management Environment
• Managing Plants
• Backup & Restore
• Access Control and Approval Status
• Work-share Setup
• Common Environment
• Systems & Specs
• Filters
• Session Templates
• Space Management
• Interference Checker Server
Prerequisites:
• Supporting Windows Operating System
• Experience with Microsoft SQL Server
14
Smart 3D Equipment & Piping Reference Data

TSMP3002
Length: 4.5 days
$2,750 Enrollment
This course is for Application Specialists involved in the configuration of reference data
for Equipment and Piping modeling. This course concentrates on the most common
workflows, such as adding a new component to the piping specification, adding new
catalog equipment, creating a piping specification, and modifying the delivered catalog
data. These workflows are presented in lecture/lab format providing insights into the
reference data structure along the way.
Major Topics:
• Catalog & Specification Databases
• General Format of Bulkload Files
• Adding New Equipment to the Catalog
• Creating a New Piping Materials Class
• Adding a New Piping Component to a Specification
• Adding a New Part to the Catalog
• Piping Specification Rules
Prerequisites:
• Smart 3D Piping & Equipment Modeling course (TSMP1001)
15
Smart 3D Electrical Reference Data

TSMP3003
Length: 2 days
$1,100 Enrollment
This course is for Electrical Discipline Specialists who will create Electrical reference
data.
Major Topics:
• Adding a New Part to the Catalog
• Cableway Specifications
• Cabletray Specifications
• Cable Specifications
• Conduit Specifications
Prerequisites:
• Smart 3D Electrical Modeling course (TSMP1002)
16
Smart 3D Structural Reference Data

TSMP3004
Length: 2 days
$1,100 Enrollment
This course is for Structural Discipline Specialists who will create structural reference
data.
Major Topics:
• Symbol 2D
• Adding User Defined Sections
• Adding a New Slab Type
Prerequisites:
• Smart 3D Structural Modeling course (TSMP1003)
17
Smart 3D PDS Spec Translation Workshop

TSMP3006
Length: 3 days
This workshop is for Application Specialists involved in the configuration of reference

data for Equipment and Piping modeling. During this workshop a sample set of PDS
piping specifications will be translated to Smart 3D, followed by testing of specifications
within Smart 3D. A small part of this workshop involves a presentation on translation
procedure. Remaining part is designed to be one-on-one instruction and hands-on
training using customers data.
Major Topics:
• Overview of Translation Process
• Translation Rules
• Prepare PDS Dataset
• Translation Process
• Review Logs
• Prepare Smart 3D Dataset
• Testing of Translated Data
Prerequisites:
• Smart 3D Piping & Equipment Reference Data course (TSMP3002)
18
Smart 3D Global Work share Setup – SQL Server

TSMP3005
Length: 4.5 days
This course is for Application Specialists involved in setting up and maintaining global
work share configuration (GWC) for Smart 3D. Objective of this workshop is to create a
fully configured GWC setup and test various administrative and end user workflows. This
course is based on SQL Server 2014 database system.
Major Topics:
• Overview of GWC
• Planning GWC Setup
• GWC Setup Workflow
• Maintaining GWC Setup
• GWC Impacts on Smart 3D User Workflows
• Consolidation
• Backup Restore Strategies
Prerequisites:
• Smart 3D Setup & Administration (TSMP3001)
• Working Knowledge of SQL Server 2014 Database Administration
19
Smart 3D Global Work share Setup - Oracle

TSMP3007
Length: 4.5 days
This course is for Application Specialists involved in setting up and maintaining global
work share configuration (GWC) for Smart 3D. Objective of this workshop is to create a
fully configured GWC setup and test various administrative and end user workflows. This
course is based on Oracle 10g database system.
Major Topics:
• Overview of GWC
• Planning GWC Setup
• GWC Setup Workflow
• Maintaining GWC Setup
• GWC Impacts on Smart 3D User Workflows
• Consolidation
• Backup Restore Strategies
Prerequisites:
• Smart 3D Setup & Administration (TSMP3001)
• Working Knowledge of Oracle 12c Database Administration
20
Hangers and Supports Maintenance & Customization

TSMP-3008
Length: 5 days
This course is for application specialists who will work with pipe supports, including
maintenance and customization of support libraries. The course starts with explanation
of H&S related excel workbooks, followed by various customization techniques. This
course is presented as a combination of lecture sessions followed by hands-on activity
periods.
Topics Covered:
• Excel workbooks
▪ Parts
▪ Assemblies
▪ Codelists
▪ Steel
• Code Overview
▪ Parts
▪ Assemblies
• Support Customization
▪ Excel – Change data, add new row, etc
▪ Excel – SmartPart Customization
▪ Code – Change pipe size rule, BOM, etc
▪ Miscellaneous – Changing values of codelist, adding a new codelist, etc
Prerequisites:
• S3D Reference Data Training
• Microsoft Excel
• Knowledge of SQL
21
Smart 3D Programming I (Part Symbols, Rules and

Report Queries)
TSMP4001
Length: 4.5 days
$2,750 Enrollment
for Smart 3D. This course concentrates on naming rules, symbol definitions for piping
items, interference rules and report query interpreter. Naming rules allow automatic
naming of objects during placement and modification based on user defined logic.
Course involves extensive use of Visual Basic .NET development environment. Course
is presented in lecture/lab format.
Major Topics:
• Smart 3D Symbol Creation Concepts
• Geometry Creation Reference
• Navigating Data Model using Schema Browser
• Creating naming rules
• Creating interference rules
• Creating report query interpreter
Prerequisites:
• Understanding of Smart 3D Reference Data gained through TSMP3002 or
TSMP3003
• Working knowledge of Visual Basic .NET Programming and Visual Studio 2013
development environment
22
Smart 3D Programming II (Equipment Symbols and

Forms)
TSMP4002
Length: 3 days
$1,650 Enrollment
for Smart 3D. This course concentrates on symbol definitions and user defined forms for
equipment. Course involves extensive use of Visual Basic .NET development
environment. Course is presented in lecture/lab format.
Major Topics:
• Creating Equipment Symbols
• Creating Equipment Component Symbols
• Creating User Defined Forms
Prerequisites:
• Understanding of Smart 3D Reference Data gained through TSMP3002 or
TSMP3003
23
Smart 3D Automation with .NET

TSMP4003
Length: 4.5 days
$2,750 Enrollment
This course is for Application Specialists involved in the development of Automation for
Smart 3D applications. The course starts with concepts of the S3D .NET API, explains
what kind of Automation can be developed and further elaborates on the Programming
Model and the available Services/Components for use in developing Automation
components.
Major Topics:
• S3D .NET API Architecture
• Developing Custom Commands
• Standalone Applications
• Access Metadata – Classes, Interfaces, Attributes, Relationships, Navigate
Relationships
• Creating and Modifying Smart 3D objects e.g. Filters, Systems, Equipment,
Piping, Spaces
Prerequisites:
• One of the Smart 3D Modeling courses (TSMP1001, TSMP1002 or TSMP1003)
• Knowledge of 3D Plant Design CAD Concepts.
• Programming Knowledge – .NET language like VB.NET or C#.
24
Smart 3D Programming III (Stair, Ladder and Handrail

Symbols)
TSMP4005
Length: 2 days
$1,100 Enrollment
for Smart 3D. This course concentrates on symbol definitions for stairs, ladders and
handrails. Course involves extensive use of Visual Basic .NET development
environment. Course is presented in lecture/lab format..
Major Topics:
• Creating Stair Symbols
• Creating Ladder Symbols
• Creating Handrail Symbols
Prerequisites:
• Understanding of Smart 3D Reference Data gained through TSMP2003
25
Hangers and Supports Part & Assembly Creation

TSMP4004
Length: 4.5 days
Major Topics:
• Symbols (Parts) – I.5 Day
▪ Symbol Data Overview
▪ Symbol Code
▪ Understanding Symbol Ports
▪ Drawing Shape Primitives
▪ Part Selection Rules
▪ SmartParts
• Supports (Assemblies) – 2.5 Days
▪ Assembly Data Overview
▪ Assembly Code
▪ Understanding Reference Ports
▪ Understanding Bounding Boxes
▪ Joints & Constraints
• Supplementary – 1 Day
▪ Hanger Service Classes
▪ Hanger Rule
▪ BOM Definition
▪ Labels
▪ Dimension Points
▪ Local Coordinate Systems
Prerequisites: TSMP3008: H&S Customization

Microsoft Excel
Intermediate to Advanced programming skills in C#
Knowledge of SQL queries
This course is intended for application specialists or software developers who wish to create &
customize S3D Hangers & Supports at the programmatic level. Trainees will acquire the skills
required to be proficient in creating Supports (Assembly Information Rules) along with the Parts
(Symbols) & Rules (Part/Assembly Selection Rules) that drive them. Trainees must have past
coding experience (preferably in C#). This course is presented as a combination of lecture
sessions followed by hands-on activity periods.
26

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Smart 3D Plant/Outfitting Curriculum Path & Training Guidelines

Windows & SQL TSMP3001 TSMP3005 / 7

2. Discipline Specialist Track

TSMP2001 TSMP2002 TSMP2005

Electrical Designer TSMP3003 TSMP2001 TSMP2005

Structure Designer TSMP3004 TSMP2001 TSMP2005

Visual Studio 2013 TSMP4002

Piping Electrical Structure

TSMP1001 TSMP1002 TSMP1003

V2016 Training Course Highlights

Course Title No Per On-Site Excl.

TSMP1001 Smart 3D Piping & Equipment Modeling 4.5 2750 13750

TSMP1002 Smart 3D Electrical Modeling 4.5 2750 13750

TSMP1003 Smart 3D Structure Modeling 4.5 2750 13750

TSMP1100 Smart 3D Designer Series 10 On-Site Only 27500

Creating and Editing Drawings using 3 1650 8250

TSMP1006 Smart 3D Drawing Creation 2 1100 5500

TSMP2001 Smart 3D Drawings Configuration 4.5 2750 13750

TSMP2002 Smart 3D Isometric Drawings 4 2200 11000

TSMP2005 Smart 3D Report Customization 4 2200 11000

TSMP3001 Smart 3D Setup & Administration 4.5 2750 13750

Smart 3D Equipment & Piping Reference 4.5 2750 13750

TSMP3003 Smart 3D Electrical Reference Data 2 1100 5500

TSMP3004 Smart 3D Structural Reference Data 2 1100 5500

Smart 3D Global Workshare Setup – SQL 4.5 On-Site Only 13750

TSMP3006 Smart 3D PDS Piping Spec Translation 3 On-Site Only 8250

Hangers and Supports Maintenance & 5 On-Site Only 13750

Smart 3D Programming I (Part Symbols & 4.5 2750 13750

Smart 3D Programming II (Equipment 3 1650 8250

TSMP4003 Smart 3D Automation using .NET 4.5 2750 13750

Smart 3D Programming III (Stair, Ladder 2 1100 5500

Smart 3D Designer Series

Creating and Editing Drawings Using SmartSketch

Smart 3D Drawing Creation

Smart 3D Drawing Configuration

Smart 3D Report Configuration

• Defining New Reports

• One of the Smart 3D Modeling courses (TSMP1001, TSMP1002, or TSMP1003)

Smart 3D Isometric Drawings

Smart 3D Electrical Modeling

Smart 3D Structural Modeling

Smart 3D Setup & Administration

Smart 3D Equipment & Piping Reference Data

Smart 3D Electrical Reference Data

Smart 3D Structural Reference Data

Smart 3D PDS Spec Translation Workshop

This workshop is for Application Specialists involved in the configuration of reference

Smart 3D Global Work share Setup – SQL Server

Smart 3D Global Work share Setup - Oracle

Hangers and Supports Maintenance & Customization

Smart 3D Programming I (Part Symbols, Rules and

Smart 3D Programming II (Equipment Symbols and

Smart 3D Automation with .NET

Smart 3D Programming III (Stair, Ladder and Handrail

Hangers and Supports Part & Assembly Creation

Prerequisites: TSMP3008: H&S Customization

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