Installing SmartPlant Instrumentation on

Oracle
Table of Contents
Overview .........................................................................................................................................3

System Requirements ....................................................................................................................5

Server Machine Requirements..................................................................................................5
Hardware Requirements................................................................................................................... 5
Server Operating System and Software Requirements .................................................................... 5
Client Machine Requirements ..................................................................................................6
Hardware Requirements................................................................................................................... 6
Client Operating System and Software Requirements..................................................................... 7
Compatibility of Oracle and SmartPlant Instrumentation Versions .........................................8

Oracle Database Server Installation ............................................................................................9

Oracle Server Versions and Editions........................................................................................9
Installation of Oracle Server Versions on Various Platforms ..................................................9
Installation of Oracle Database Server 8.1.7 ..........................................................................10
Installing Oracle Database Server 8.1.7 on Windows 2000........................................................... 10
Creating a Listener on Oracle 8.1.7 Server Manually.................................................................... 12
Installation of Oracle Database Server 9.2.0 ..........................................................................13
Installing Oracle Database Server 9.2.0 on Windows 2000........................................................... 13

Oracle Instance Creation ............................................................................................................15

Oracle Instance: An Overview................................................................................................15
Instance Creation Prerequisite ................................................................................................16
Oracle 8i, 9i or 10g Instance Creation ....................................................................................16
SmartPlant Instrumentation Requirements for Oracle 8i, 9i, 10g Instance Creation..................... 16
Creating a New Oracle 8.1.7 Instance with SmartPlant Instrumentation Specifications ............... 17
Creating a New Oracle 9.2.0 Instance with SmartPlant Instrumentation Specifications ............... 19
Creating a New Oracle 10g Instance with SmartPlant Instrumentation Specifications................. 19
 Installing SmartPlant Instrumentation on Oracle 2

Oracle Client Installation ............................................................................................................20

Oracle 8.1.7 Client Installation...............................................................................................20
Installing Oracle 8.1.7 Client ......................................................................................................... 20
Oracle 9.2.0 Client Installation...............................................................................................22
Installing Oracle 9.2.0 Client ......................................................................................................... 22
Checking and Modifying Oracle Client Character Set ...........................................................23
Configuring an Additional Parameter for National Language Support..................................25
Language Groups ........................................................................................................................... 25
National Language Parameter Definitions in the Registry Editor ................................................. 26

Running the SmartPlant Instrumentation Installation Setup for Oracle ..............................28

Installing SmartPlant Instrumentation on an Application Server Machine ............................30
New Installation of SmartPlant Instrumentation 7.0...................................................................... 30
Installing SmartPlant Instrumentation over a Previous Installation............................................... 33
SmartPlant Instrumentation Network Installation ..................................................................36
SmartPlant Instrumentation Operation in Thin Client Mode......................................................... 37
SmartPlant Instrumentation Program Icons ................................................................................... 37

SmartPlant Instrumentation Database Setup for Oracle.........................................................38

Oracle Database Server Logon Information ...........................................................................38
Oracle Database Server Tablespace........................................................................................38
Estimating the Size of the Domain Tablespaces and Indexes ................................................39
Setting up the SmartPlant Instrumentation Database for Oracle ............................................41
Running the Oracle SQL File .................................................................................................44

Creating a New SmartPlant Instrumentation Domain in Oracle............................................47

Domain Initialization in Oracle ..............................................................................................47
Using the Log File during Initialization......................................................................................... 49
Handling an Initialization Failure .................................................................................................. 49
Initializing a New SmartPlant Instrumentation Domain in Oracle.........................................50
Initializing a SmartPlant Instrumentation Domain in Oracle from an Existing Domain ............... 53
Associating a Domain.............................................................................................................55
Deleting an Invalid Domain....................................................................................................57
Installing SmartPlant Instrumentation on Oracle 3

Overview
SmartPlant Instrumentation is designed to use data stored in databases to construct and
maintain your engineering data and domains. Before installing the multi-user SmartPlant
Instrumentation version for Oracle, you need to perform some preliminary procedures such
as installing the Oracle database server, Oracle client, and configuring SmartPlant
Instrumentation for connection to the database server. To install Oracle, you must have
some knowledge of the database installation procedures and basic conventions and features
of your environment (Windows or Unix).
When working in Oracle, you maintain database - user relations by exchanging data with the
database. To do this, Oracle maintains a multi-interface system which provides the required
connection along the data transfer path.

The systems described in the above figure can be physically located on the same computer
or on different computers which are connected on a local network.
The entire installation process contains the following major steps:

1. Installing the Oracle database server. You perform this step only if you have not already
installed the Oracle database server on your system.

2. Installing the Oracle client and verifying the connection to the Oracle database server
You perform this step only if you have not already installed the appropriate Oracle client
on your system.

3. Installing the appropriate SmartPlant Instrumentation components.

4. Connecting to the Oracle database and set up the SmartPlant Instrumentation database
for Oracle (by running the DB Setup Utility).

5. Creating a new SmartPlant Instrumentation domain.

First, you install and configure the database server where SmartPlant Instrumentation will keep
your data. Then you install the Oracle client through which SmartPlant Instrumentation interfaces
with the Oracle database server. If you have already installed Oracle as your database server, you
may need to modify your database server settings to adapt Oracle to support the SmartPlant
Instrumentation database.
After installing the Oracle database server and the Oracle client, you install SmartPlant
Instrumentation and configure the appropriate SmartPlant Instrumentation files. This way you
will also be able to use third-party applications such as CAD interfaces.
When the Setup finishes to install your selected components, you need to configure SmartPlant
Instrumentation to connect and work with Oracle. At this stage, you create the tablespace
required for the Admin schema. See SmartPlant Instrumentation Database Setup for Oracle on
page 38.
Installing SmartPlant Instrumentation on Oracle 4

The final stage is to initialize a new domain in Oracle and set the initial parameters of the
domain. This way you prepare the database for creating the domain plant hierarchy and
defining engineering data.

Caution

• The media for a multi-user version of SmartPlant Instrumentation only includes

the runtime version of Sybase Adaptive Server Anywhere, which cannot be used
as a database engine for SmartPlant Instrumentation. If you want to use
SmartPlant Instrumentation in a stand-alone mode with Sybase Adaptive Server
Anywhere as a database engine, you must obtain the media and a license (serial
number) for SmartPlant Instrumentation Stand-Alone for Sybase.

Note

• In this document, whenever <value> appears in brackets, type the required value
substituting the word 'value' without adding the brackets. For example: instead of
<Oracle home folder> type C:\ORAWIN.
Installing SmartPlant Instrumentation on Oracle 5

System Requirements
This section describes the hardware and software requirements you must meet to be able to
install Oracle and SmartPlant Instrumentation, and also, to enable SmartPlant
Instrumentation to connect and maintain a database on the Oracle database server.

Server Machine Requirements

Hardware Requirements
• For Oracle 8i only
o 350 MHz Pentium machine (minimum)
o 256 MB RAM minimum (500 MB RAM recommended)
o Oracle Server installation — 800 MB free disk space
o Initial Oracle instance — 300 MB (minimum)

• For Oracle 9.0.1.5.1, 9.2.0 or 10g only

o 350 MHz Pentium machine (minimum)
o 256 MB RAM minimum (500 MB RAM recommended)
o Oracle Server installation — 2000 MB free disk space
o Initial Oracle instance — 500 MB (minimum)

• Other general requirements

o Initial SmartPlant Instrumentation database — 200 MB (minimum)
o SmartPlant Instrumentation data files (5000 loops with wiring) — 450 MB

Note

• If you use Unix, make sure you have a compatible Unix machine with at least 700
MB free disk space.

Server Operating System and Software Requirements

• One of the following server operating systems:
o Windows 2000 Server — (in the account where you have administrator privileges)
o Windows 2003 — for Oracle 9i or 10g (in the account where you have administrator
privileges)
o Unix (for details about the software and hardware requirements see the Oracle
Installation Guide for your Unix version)
o Novell (for details about the software and hardware requirements see the Oracle
Installation Guide for your Novell version)
Installing SmartPlant Instrumentation on Oracle 6

Client Machine Requirements

Hardware Requirements
• 350 MHz Pentium machine (minimum)
• 256 MB RAM minimum

Note

• The Import and Merger utilities require a minimum of 128 MB of hard disk space.

• Oracle Client files:

o Oracle 8i — 400 MB free disk space
o Oracle 9i — 1000 MB free disk space
• SmartPlant Instrumentation 7.0 application (full installation) — 375 MB (additional 7 MB
for Adobe Reader and 13 MB for a .zip file that includes the IEE (External Editor)
installation setup files)
o Installation drive — 365 MB
o System drive — 10 MB
• Enhanced Report Utility installation — 110 MB
o Installation drive — 105 MB
o System drive — 5 MB
• Schema Component — 25 MB
o Installation drive — 0 MB
o System drive — 25 MB
• The Engineering Framework Client installation — 30 MB
o Installation drive — 10 MB
o System drive — 20 MB
Installing SmartPlant Instrumentation on Oracle 7

• SmartPlant Instrumentation add-ins — 45 MB

o IDEAL — 10 MB (9 MB out of 10 MB on the installation drive)
o SAP — 25 MB
o DDP Export Utility — 5 MB (3 MB out of 5 MB on the installation drive)
o External Editor — 5 MB (3 MB out of 5 MB on the installation drive)
• SmartPlant Instrumentation documentation — 30 MB
• One 3.5" (1.44 MB) floppy drive
• One CD-ROM drive or an accessible network CD-ROM drive
• Windows-supported printer (or a network printer as an option)

Client Operating System and Software Requirements

• One of the following Microsoft Windows client operating systems:
o Windows 2000 Professional
o Windows XP Professional Service Pack 1 or 2
• Oracle Net8 Client or Net9 Client utility for Windows for the selected database transport
protocol (of the same version as the Oracle server)
• Drawing software (optional)
o Intergraph SmartSketch Version 4 Service Pack 5, or Version 5 Service Pack 1
o Autodesk AutoCAD Version 2000, 2000i, 2002, 2004, or 2005
o Bentley MicroStation 95/SE/J
• Report generator / Export data functionality (optional)
o InfoMaker 8.0
o Microsoft Access

Note

• We recommend that the Oracle client version be the same as the Oracle server
version.
Installing SmartPlant Instrumentation on Oracle 8

Compatibility of Oracle and SmartPlant Instrumentation

Versions
The following table lists the Oracle client and server versions compatible with SmartPlant
Instrumentation versions. The table also shows compatible DBMS parameters for each
combination of Oracle client with Oracle server in the INTOOLS.INI file.
When using a combination of Oracle and SmartPlant Instrumentation versions not mentioned
in this table, your Oracle client or server will be incompatible with SmartPlant Instrumentation.
Therefore, we strongly recommend that you use one of the combinations mentioned below.

Oracle Client DBMS Oracle Server SmartPlant Instrumentation

Version Parameter Version Version

8i O84 8i 5.2-7.0

O84 9i 5.3-7.0

9i O84 8i 5.3-7.0

O84 9i 5.3-7.0

O90 9i 6.0-7.0

9.2.0 O90 10g 7.0

Note

• For Version 5.3 or 5.4, you can run database setup for Oracle 9i only using
special instructions provided by Intergraph Support.
Installing SmartPlant Instrumentation on Oracle 9

Oracle Database Server Installation

This section lists the version editions of Oracle database server and describes the basic
steps required to install the required version of the Oracle database server.
The installation and configuration procedures described in this Installation Guide include only
the steps required to install and use SmartPlant Instrumentation. Therefore, you should refer
to the Oracle Installation Guide for detailed instructions about Oracle installation

Oracle Server Versions and Editions

Version Standard Edition Enterprise Edition Personal Edition
(for Minimum (for Maximum
Installation) Installation)

8i

9i

10g

Installation of Oracle Server Versions on Various Platforms

The following table lists all Oracle server installations described in this Installation Guide.
This Installation Guide describes an installation of only one version edition per Oracle server
version. If you use a version or edition of Oracle not mentioned in this table, your Oracle
server installation procedure can be slightly different. Therefore, we recommend that you use
one of the versions and editions mentioned below for Oracle server installation.

Compatible Type of Installation Described Platform

Version

8i 8.1.7 Enterprise edition, custom database Windows 2000

configuration

9i 9.2.0 Enterprise edition, custom database Windows 2000, Windows

configuration 2003

10g Not described. Refer to your Oracle Windows 2000, Windows

Installation Guide. Specific settings required 2003
for SmartPlant Instrumentation are the same
as for Oracle 9i.

Caution

• To minimize disc space and physical memory required for the Oracle server
database, we recommend that you do not perform a typical installation but
always select a custom installation type when installing Oracle.
Installing SmartPlant Instrumentation on Oracle 10

Installation of Oracle Database Server 8.1.7

Installing Oracle Database Server 8.1.7 on Windows 2000
This procedure describes the procedure steps of Oracle 8.1.7 database server custom
installation on Windows 2000 file server. At this stage, you install the Oracle 8.1.7 database
server components, set up the Oracle files and create the preliminary Oracle database.

To install Oracle database server 8.1.7

1. Run the SETUP.EXE file.

2. On the Welcome page of the Oracle Universal Installer, click Next.

3. On the File Locations page, click Next.

4. On the Available Products page, select Oracle8i Enterprise Edition 8.1.7 and click
Next.

5. On the Installation Types page, click Custom and then click Next.

6. On the Available Product Components page select the components that you need and
then, click Next.

7. On the Component Locations page, specified a desired location and then click Next.

8. On the Authentication Methods page, click Next.

9. On the Create Database page, click Yes and then click Next.

10. On the Database Identification page, do the following:

a) In the Global Database Name field, enter the name of Oracle database name. For
example, INTOOLS.

b) In the SID field, enter the default instance name INTOOLS. It is recommended that
you use the same database and instance name.

c) Click Next.

11. On the Summary page, click Install.

12. After the software completes the installation and opens the Net8 Configuration Assistant,
on the Welcome page of the Net8 Configuration Assistant, select Perform typical
installation and then click Next to create a listener.

Note

• After creating a listener, the software opens the Configuration Tools page,
where you can review the database creation progress, and also opens the
Oracle Database Configuration Assistant, where you configure the Oracle
server database for SmartPlant Instrumentation. If the listener is not created
automatically, see page 12.
Installing SmartPlant Instrumentation on Oracle 11

13. In the Oracle Database Configuration Assistant, under Select the primary type of
application…, click Multipurpose, and then click Next.

14. On the Enter the approximate number of users… page, in the Concurrently
connected users box, accept or change the value as you need, and then click Next.

15. Under Select the mode…, click Dedicated Server Mode, and then click Next.

16. On the Select the options you want to configure for use in your database page, click
Next.

17. Under Review the following database parameters…, from the Compatible Parameter
list, select 8.1.0 do the following:

18. Click Change Character Set and in a dialog box that opens, do the following:
a) From the Character Set list, select a desired character set.

b) From the National Character Set list, select UTF8 — this value enables you to
initialize a SmartPlant Instrumentation domain from the current Oracle 8i database to
another Oracle 9i database.

c) Click OK.

Caution

• If you intend to initialize a SmartPlant Instrumentation domain from one

Oracle database to another, note that the database character set and the
national character set in the source Oracle database must correspond to the
database character set and the national character set in the target Oracle
database.

19. Click Next.

20. On the page that has tabs, make changes as you require, and then click Next.

21. On the Review the following redo log file parameter information… page, click Next.

22. On the Review the following logging parameter information… page, click Next.

23. On the Review the following SGA parameter information… page, do the following:
a) In the Shared Pool Size (Bytes) box, change the value to 10000000 (10 million
bytes).
Installing SmartPlant Instrumentation on Oracle 12

b) In the Block Size (Bytes) box, make sure that the value is at least 8192 or change
the value to 16384 or 32768, if you intend to use multiple specifications in the
SmartPlant Instrumentation database.

Cautions

• 10 million bytes is a minimum requirement for the SHARED_POOL_SIZE

parameter value. The use of a smaller value can cause certain SmartPlant
Instrumentation features to stop functioning. If you use Unix, a minimum
requirement is 20 million bytes.

• For the DB_BLOCK_SIZE parameter, the use of a value smaller than 8192 can
cause certain SmartPlant Instrumentation features to stop functioning.

24. Proceed with running the Oracle Database Configuration Assistant till you click Finish.

25. After creating the Oracle database, restart your computer.

This completes the installation of Oracle 8.1.7 server and the initial Oracle server database
creation.

Creating a Listener on Oracle 8.1.7 Server Manually

Usually the listener is created automatically during the installation of Oracle database server.
You can run your Net8 Configuration Assistant utility to check whether the listener has been
created, and perform a connection test. If the listener has not been created during, or the
connection test has failed, you need to create a new listener manually on an installed Oracle
database server 8.1.7. Without creating a listener, you cannot run SmartPlant Instrumentation
on Oracle 8.1.7 client.

To create a listener manually

1. Run the Net8 Configuration Assistant utility.

2. On the Welcome page, select Listener configuration and click Next.

3. On the Listener Configuration, Listener page, select Add and click Next.

4. Complete creating a listener using your Oracle guide.

Installing SmartPlant Instrumentation on Oracle 13

Installation of Oracle Database Server 9.2.0

Installing Oracle Database Server 9.2.0 on Windows 2000
This procedure describes the procedure steps of Oracle 9.2.0 database server custom
installation on Windows 2000 file server. At this stage, you install the Oracle 9.2.0 database
server components, set up the Oracle files and create the preliminary Oracle database.

To install Oracle database server 9.2.0

1. Run the AUTORUN.EXE file and on the Oracle9i Server – Autorun page, click
Install/Deinstall Products to launch the Oracle Universal Installer 2.2.

2. On the Welcome page of the Oracle Universal Installer, click Next.

3. On the File Locations page, set the file locations as you require and then click Next.

4. On the Available Products page, click Oracle9i Database 9.2.0.1.0, and then click
Next.

5. On the Installation Types page, click Enterprise Edition (2.86GB), and then click Next.

6. On the Database Configuration page, click Customized, and then click Next.

7. On the Oracle Services for Microsoft Transaction Server page, click Next.

8. On the Summary page, click Install.

9. After the software completes the installation and opens the Oracle Net Configuration
Assistant, on the Welcome page of the Oracle Net Configuration Assistant, select
Perform typical installation and then click Next to create a listener.

Note

• After creating a listener, the software opens the Configuration Tools page,
where you can review the database creation progress, and also opens the
Database Configuration Assistant, where you need to configure the Oracle
server database for SmartPlant Instrumentation.

10. In the Database Configuration Assistant, on the Welcome page, click Next.

11. On the Step 1 of 8: Operations page, click Create a database, and then click Next.

12. On the Step 2 of 8: Database Templates page, make sure that the New Database
option is selected, and then click Next.

13. On the Step 3 of 8: Database Identification page, do the following:

a) In the Global Database Name field, enter the name of Oracle database name. For
example, INTOOLS.
Installing SmartPlant Instrumentation on Oracle 14

b) In the SID field, enter the default instance name INTOOLS. It is recommended that
you use the same database and instance name.

c) Click Next.

14. On the Step 4 of 8: Database Features page, do the following:

a) Clear all the check boxes appearing on the Database Features tab.

b) Click Standard database features and then, in a dialog box that opens, clear all the
check boxes.

c) Click Next.

15. On the Step 5 of 8: Database Connection Options page, click Dedicated Server
Mode, and then click Next.

16. On the Step 6 of 8: Initialization Parameters page, do the following:

a) On the Memory tab, make sure that the Custom option is selected, and then, in the
Shared Pool box, if you want to save physical memory on the server machine,
reduce the value to 10 M Bytes (minimum requirement).

b) On the DB Sizing tab, accept the default value 8 or change the value to 16 or 32 if
you intend to use multiple specifications in the SmartPlant Instrumentation database.

c) On the Character Set tab, click Choose from the list of character sets, and then
select a desired character set.

d) From the National Character Set list, select UTF8 — this value enables you to
initialize a SmartPlant Instrumentation domain from the source Oracle 8i database to
the current Oracle 9i database.

Caution

• If you intend to initialize an SmartPlant Instrumentation domain from one

Oracle database to another, note that the database character set and the
national character set in the source Oracle database must correspond to the
database character set and the national character set in the target Oracle
database.

17. Click Next.

18. On the Step 7 of 8: Database Storage page, click Next.

19. On the Step 8 of 8: Creation Options page, select Create Database, and then click
Finish.

20. Complete the Oracle database creation as described in your Oracle Installation Guide.

21. Restart your computer.

This completes the installation of Oracle 9.2.0 server and the initial Oracle server database
creation.
Installing SmartPlant Instrumentation on Oracle 15

Oracle Instance Creation

This section describes the steps required to create a new instance on an existing Oracle
database server of which database information you want to keep.
You need to create a new instance in Oracle if you have an existing Oracle database server
whose parameters do not comply with the parameters required to use SmartPlant
Instrumentation on Oracle. This way you can append the SmartPlant Instrumentation
database to existing Oracle databases on your Oracle database server without losing your
existing Oracle database information.
For additional information about the Oracle server parameters required for using SmartPlant
Instrumentation on Oracle, see:
• Installing Oracle 8.1.7 Database Server on Windows 2000 on page 10
• Installing Oracle 9.2.0 Database Server on Windows 2000 on page 13.

Oracle Instance: An Overview

The Oracle instance is a workspace on the Oracle database server where Oracle keeps a
single database. You can create as many instances as required and, this way, append as
many databases as you need on a single database server. However, note that appending
instances on your Oracle database server can slow down your work in the SmartPlant
Instrumentation database which located on that server.
The instance creation process contains the following major steps:

1. Creating a new instance initialization file from an existing initialization file.

2. Modifying the database parameters in the new instance initialization file.

3. Modifying the LISTENER.ORA file which Oracle will run when carrying out the instance
creation process.

4. Creating a new instance by using the Oracle Enterprise Manager.

When creating an instance, Oracle takes-up some disk space. Therefore, you must have
enough free disk space on the hard disk where the Oracle database is located to be able to
create the new instance.
The disk usage is as follows:
• Oracle instance environment — minimum 50 MB

• Oracle instance after running — minimum 80 MB

Oracle DB Setup
• Oracle instance after initializing a — minimum 150 MB
domain
See your Oracle User Guide for additional information about limitation on instances creation.
Installing SmartPlant Instrumentation on Oracle 16

Instance Creation Prerequisite

Before creating an Oracle instance, make sure that you have Administrator’s access rights in
both your Oracle server database and the operating system installed on the server machine.
If you still need to create an instance from the account in which you do not have
Administrator’s rights, and if your company’s policy allows you to change the Oracle security,
you can perform the following procedure:
In the SQLNET.ORA file located in \\Oracle\Ora81\Network\Admin\, add the # symbol before the
SQLNET.AUTHENTICATION_SERVICES= (NTS) PARAMETER to comment it out.

Oracle 8i, 9i or 10g Instance Creation

SmartPlant Instrumentation Requirements for Oracle 8i, 9i, 10g Instance
Creation
Before starting an Oracle 8i, 9i or 10g database you need to ensure that the RAM that this
database occupies does not exceed the available RAM on your server.
The following parameters determine the amount of RAM needed for an Oracle 8i, 9i or 10g
database:
• SHARED_POOL_SIZE (10 million bytes minimum requirement if you use Windows 2000
server; 20 million bytes minimum requirement if you use Unix server)
• DB_BLOCK_SIZE

• DB_BLOCK_BUFFERS

• LOG_BUFFER

• SORT_AREA_SIZE

Note

• JAVA_POOL_SIZE and LARGE_POOL_SIZE are additional parameters that affect the

RAM that an Oracle 8i, 9i or 10g database occupies. These parameters appear
if you select certain options when running the Oracle Database Configuration
Assistant using a custom installation type.

Caution

• For the DB_BLOCK_SIZE parameter, make sure that the value is at least 8192.
When using values smaller than these, some SmartPlant Instrumentation
features cannot function. In your SmartPlant Instrumentation database has
multiple specifications, we recommend that you use the values 16384 or 32768.
Installing SmartPlant Instrumentation on Oracle 17

To calculate the MB RAM occupied by an Oracle 8i, 9i or 10g database

• Use the following formula to calculate MB RAM for each Oracle 8i, 9i or 10g instance:
MB RAM=(SHARED_POOL_SIZE + (DB_BLOCK_SIZE * DB_BLOCK_BUFFERS) +
LOG_BUFFER + SORT_AREA_SIZE + JAVA_POOL_SIZE +
LARGE_POOL_SIZE)/1024/1024

Caution

• If you use more than one Oracle 8i, 9i or 10g instance, make sure that the
total MB RAM of all instances does not exceed the MB RAM of your server.

Creating a New Oracle 8.1.7 Instance with SmartPlant Instrumentation

Specifications
This procedure describes a customized Oracle 8.1.7 instance creation with SmartPlant
Instrumentation specifications.
To create a new Oracle 8.1.7 instance

1. Run the Database Configuration Assistant.

2. Select Create a database, and click Next.

3. Select Custom and click Next.

4. Select Multipurpose, and click Next.

5. In the Concurrently connected users field, accept or change the value as required, and
click Next.

6. Select Dedicated Server Mode, and click Next.

7. Clear the check boxes for options that you will not use in your database, and click Next.

8. Do the following:
a) In the Global Database Name field, enter your Oracle 8.1.7 database name.

b) In the SID field, enter your instance name.

Note

• It is recommended that you use the same name for database and instance.
Make sure that the database and instance name is different from the existing
database and default instance name.

c) From the Compatible Parameter list, select 8.1.0

Installing SmartPlant Instrumentation on Oracle 18

9. Click Change Character Set and in a dialog box that opens, do the following:
a) From the Character Set list, select a desired character set.

b) From the National Character Set list, select UTF8 — this value enables you to
initialize a SmartPlant Instrumentation domain from the current Oracle 8i database to
another Oracle 9i database.

c) Click OK.

Caution

• If you intend to initialize a SmartPlant Instrumentation domain from one

Oracle database to another, note that the database character set and the
national character set in the source Oracle database must correspond to the
database character set and the national character set in the target Oracle
database.

10. Click Next.

11. Enter the password for the INTERNAL privileged account. For example, manager.
Confirm the password, and click Next.

12. Accept the minimum configuration of control files for SmartPlant Instrumentation, and
click Next.

13. Proceed with running the Oracle Database Configuration Assistant till you click Finish.

14. Click OK.

Note

• You need to carry out the following steps to enable trimming audit trail data
of a domain for a selected period. The audit trail records are contained in the
CHANGES_LOG table which exists in each SmartPlant Instrumentation domain
or project if the domain type is Operating owner. You can save the trimmed
audit trail data to an external SQL file, and load it to the CHANGES_LOG table of
a particular domain.

15. Select a disk drive with 300 MB free disk space for the storage of about 1 million records.

16. Create a folder INTOOLSTORAGE.

17. Create a subfolder <DRIVE>:\INTOOLSTORAGE\< new oracle database name>.

Tip

• The name of the new Oracle database appears as the value of the DB_NAME
parameter in the Oracle Instance Configuration file. For example, ORC1.
Installing SmartPlant Instrumentation on Oracle 19

18. Open the Oracle Instance Configuration file INIT.ORA, and do the following:
a) Add parameter line UTL_FILE_DIR=<DRIVE>:\INTOOLSTORAGE\ORC1

b) Add parameter line OPEN_CURSORS=300.

19. Restart your computer.

Creating a New Oracle 9.2.0 Instance with SmartPlant Instrumentation

Specifications
This procedure describes a customized Oracle 9.2.0 instance creation with SmartPlant
Instrumentation specifications.
To create a new Oracle 9.2.0 instance

1. Run the Database Configuration Assistant.

2. On the Welcome page, click Next.

3. Repeat steps 10 through 21 of the procedure described in the section Installing Oracle
Database Server 9.2.0 on Windows 2000 on page 13.

Caution

• Make sure that all the passwords, user names, folders, and files of the new
instance are different from those of the existing instance.

This completes the creation of a new Oracle 9.2.0 instance.

Creating a New Oracle 10g Instance with SmartPlant Instrumentation

Specifications
Specific requirements for Oracle 10g instance creation are the same as for Oracle 9.2.0. For
details, see Step 16 of the procedure Installing Oracle Database Server 9.2.0 on Windows
2000 (page 13).
Installing SmartPlant Instrumentation on Oracle 20

Oracle Client Installation

The Oracle client provides SmartPlant Instrumentation with the means to interface with the
Oracle database server. You install the Oracle client after you have completed the Oracle
database server installation. You can install the Oracle client either on a file server or on the
local station. If you install the Oracle client on a station, make sure you have the appropriate
access rights to the Oracle database server.
The Oracle client installation procedure contains the following major steps:

1. Installing the Oracle client

2. Checking and modifying the Oracle client character set. You must verify that the
character set parameter value of the NLS_LANG parameter is the same on client and
server. You can find this parameter in the Windows Registry Editor, in the
HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE folder. For details, see page 23.

3. Configuring additional parameters for national language support. For details, see 25.
After the Oracle client installation process is complete, you proceed by installing SmartPlant
Instrumentation. See Running the SmartPlant Instrumentation Installation Setup For Oracle
on page 28 to learn how to install SmartPlant Instrumentation on Oracle. Before you start the
installation process, make sure that the machine (file server or local station) has access to a
CD-ROM drive. If your machine does not have access to a CD-ROM drive, you need to copy
all the installation files from the installation CD to your local hard disk.

Caution

• If you are using Oracle on Unix, make sure that you use UNIX conventions
when entering file location data (using regular slash (‘/’) instead of backslash (‘\’)
and omitting the drive letter).

Oracle 8.1.7 Client Installation

Installing Oracle 8.1.7 Client
The following procedure describes the steps required to install the Oracle 8.1.7 client with
SmartPlant Instrumentation specifications using the Oracle Universal Installer and the Net8
Assistant utility.

Caution

• The Oracle client version must be compatible with your Oracle server version.
See SmartPlant Instrumentation Versions Compatibility with Oracle Versions on
page 6 for details.
Installing SmartPlant Instrumentation on Oracle 21

To install Oracle 8.1.7 client

1. Run the Setup.exe to open the Oracle Universal Installer.

2. Click Next till you open the Available Products page, where you select Oracle Client
8.1.7.

3. Click Next.

4. On the Installation Type page, select Application User (160MB), and click Next.

5. Click Install.

6. When the installation is complete, close the Oracle Universal Installer and restart your
computer.

7. Run the Net8 Assistant.

8. In the Net8 Assistant tree-view, expand the Local folder hierarchy and highlight Service
Naming.

9. On the Edit menu, click Create.

10. On the Welcome page of the Net Service Name Wizard enter a name of the alias. For
example, INtools.

11. Click Next.

12. On the Protocol page, accept the TCP/IP (Internet Protocol) selection, then click Next.

13. On the Protocol Settings page, in the Host Name field, enter the name of the server
where you have created a new instance for the SmartPlant Instrumentation database.

14. Click Next.

15. On the Service page select (Oracle 8i) Service Name.

16. Proceed with the creation of the Oracle client till you click Finish.

17. Click Save when prompted.

This completes the installation of Oracle 8.1.7 client.

Note

• When using Oracle 8i, the NLS_LANG parameter value can be N/A. Therefore, you
might need to specify the appropriate character set manually after completing the
Oracle client installation. For details, see Checking and Modifying Oracle Client
Character Set on page 23.
Installing SmartPlant Instrumentation on Oracle 22

Oracle 9.2.0 Client Installation

Installing Oracle 9.2.0 Client
The following procedure describes the steps required to install the Oracle 9.2.0 client with
SmartPlant Instrumentation specifications using the Oracle Universal Installer 2.2 and the
Oracle Net Configuration Assistant utility.

Caution

• The Oracle client version must be compatible with your Oracle server version.
See SmartPlant Instrumentation Versions Compatibility with Oracle Versions on
page 6 for details.

To install Oracle 9.2.0 client

1. Run the AUTORUN.EXE file and on the Oracle9i Server – Autorun page, click
Install/Deinstall Products to launch the Oracle Universal Installer 2.2.

2. On the Welcome page of the Oracle Universal Installer, click Next.

3. On the File Locations page, set the file locations as you require and then click Next.

4. On the Available Products page, click Oracle9i Client 9.2.0.1.0, and then click Next.

5. On the Installation Types page, click Runtime (193MB), and then click Next.

6. On the Summary page, click Install.

7. After the software completes the installation and opens the Oracle Net Configuration
Assistant, on the Welcome page of the Oracle Net Configuration Assistant, click No, I
will create net service names myself, and then click Next.

8. On the Database Version page, click Oracle8i or later database or service, and then
click Next.

9. On the Service Name page, type the name of the SmartPlant Instrumentation database
created on the Oracle database server machine, and then click Next.

10. On the Select Protocols page, select the Internet protocol TCP, and then click Next.

11. On the TCP/IP Protocol page, do the following:

a) In the Host name box, type the name of the server computer on which the
SmartPlant Instrumentation database is located.

b) Click Use the standard port number of 1521.

c) Click Next.
Installing SmartPlant Instrumentation on Oracle 23

12. On the Text page, click Yes, perform a test, and then click Next.

13. On the Connecting page, on completing the text, click Next.

14. On the Net Service Name page, type an alias to establish a connection between the
SmartPlant Instrumentation client application and the SmartPlant Instrumentation
database.

Tip

• The alias name can contain any alphanumeric characters without spaces.
After installing the Oracle client, the alias value appears in the INTOOLS.INI file
as a value of the ServerName parameter in the [Database] section.

15. Complete the Oracle client installation creation as described in your Oracle Installation
Guide.

16. Restart your computer.

This completes the installation of Oracle 9.2.0 client.

Note

• When using Oracle 9i, the NLS_LANG parameter value can be N/A. Therefore, you
might need to specify the appropriate character set manually after completing the
Oracle client installation. See the following section for details.

Checking and Modifying Oracle Client Character Set

It is imperative that your Oracle server and clients have identical character sets. Therefore,
after installing an Oracle client, you have to make sure that the Windows Registry displays
the appropriate character set.

Caution

• The NLS_LANG parameter value must be the same on both the client machine
used for the domain backup and the client machine used for initializing a new
domain. These values must correspond to the database character set in the
source and target Oracle databases.
Installing SmartPlant Instrumentation on Oracle 24

To check the Oracle Client character set

1. On the Oracle Client machine, run the Registry Editor.

2. In the Registry Editor, under My Computer, expand the KEY_LOCAL_MACHINE folder

hierarchy.

3. Expand the SOFTWARE folder hierarchy.

4. Highlight the ORACLE folder.

5. Highlight the NLS_LANG parameter in the right hand-side data window and make sure that
the character set in the NLS_LANG parameter value <language_territory>.<database
character set> is the same as the character set on your Oracle server.

To change the character set in the client registry

1. With the Registry Editor of the Oracle Client machine open, right-click the NLS_LANG
parameter.

2. On the pop-up menu, click Modify.

3. In the Edit String dialog box, in the Value data field, type the required character set.

4. Click OK to accept the NLS_LANG parameter value.

5. Close the Registry Editor.

Installing SmartPlant Instrumentation on Oracle 25

Configuring an Additional Parameter for National Language

Support
A national language parameter is a parameter that contains values for a decimal separator
and a numeric group separator used according to your language standards. If your database
character set is other than English, Far Eastern, Middle Eastern, or Spanish (Latin American),
on each client machine, you need to perform a special procedure in the windows Registry
Editor. This procedure involves creation and configuration of an additional parameter for your
national language support. The name of the additional parameter is
NLS_NUMERIC_CHARACTERS.

You must specify the appropriate national language parameter values prior to performing the
SmartPlant Instrumentation database setup for Oracle.
Prior to performing the configuration procedure, make sure that SmartPlant Instrumentation
supports your language. In the Language Groups section, find your language from the
groups of languages supported by SmartPlant Instrumentation.

Caution

• If your database character set is other than English, Far Eastern, Middle Eastern,
or Spanish (Latin American), you need to configure the
NLS_NUMERIC_CHARACTERS parameter in the client registry prior to initializing a
domain in Oracle.

Language Groups
SmartPlant Instrumentation supports the following national language groups:
• English
• French
• Slav — Russian, Polish, and so forth.
• Western European and Scandinavian — German, Dutch, Norwegian, and so forth.
• Spanish — Spanish of Spain
• Spanish — Latin American
• Portuguese
• Italian
• Baltic — Latvian, Lithuanian, and so forth.
• Far Eastern — Japanese, Korean, and so forth.
• Middle Eastern — Arabic and Hebrew.
Installing SmartPlant Instrumentation on Oracle 26

For character sets of certain language groups, special configuration procedures apply. For
details, see the table below.

National Language Parameter Definitions in the Registry Editor

The following table represents definitions that you must have in your Windows registry to
make SmartPlant Instrumentation compatible with your Oracle database. For character sets
of certain language groups, special configuration procedures apply. For details, see the
Additional Procedures column.

Language National Decimal Example of Additional Procedure

Group Language and SmartPlant
Parameter Numeric Instrumentat
Group ion Value
Separator
Value

English, Far Default Default 5000.50 No

Eastern, or
Middle
Eastern

Spanish Default Default 5000,50 No

(Latin
American)

Western NLS_NUMERIC ., 5000,50 After initializing a domain,

European or _CHARACTERS you must delete the
Scandinavian NLS_NUMERIC_CHARACTERS
parameter from the registry.

Spanish NLS_NUMERIC ., 5000,50 After initializing a domain,

(Spain), _CHARACTERS you can delete the
Portuguese, NLS_NUMERIC_CHARACTERS
Baltic, Italian, parameter from the registry
Slav or (not required)
French

Note

• In SmartPlant Instrumentation, the software removes the numeric group

separator from the values.
Installing SmartPlant Instrumentation on Oracle 27

To create and configure the NLS_NUMERIC_CHARACTERS parameter in the client

registry

Note

• You do not need to perform the following procedure if the NLS_LANG parameter in
the Registry Editor contains values for either the English language, or any of Far
Eastern, Middle Eastern, or Spanish (Latin American) languages.

1. In the Registry Editor, under My Computer, expand the KEY_LOCAL_MACHINE folder

hierarchy.

2. Expand the SOFTWARE folder hierarchy.

3. Expand the ORACLE folder hierarchy.

4. Right-click the HOME0 folder.

5. On the pop-up menu, point to New and click String Value.

6. Under Name, type the parameter NLS_NUMERIC_CHARACTERS.

7. Right-click the NLS_NUMERIC_CHARACTERS parameter string and then, on the pop-up

menu, click Modify.

8. In the Edit String dialog box, under Value data, enter the following values: ., (dot and
comma)

9. Click OK.
Installing SmartPlant Instrumentation on Oracle 28

Running the SmartPlant Instrumentation Installation

Setup for Oracle
The Setup utility enables you to install required and optional components, such as
SmartPlant Instrumentation modules (for example, Administration, Instrument Index, Wiring),
Import and Merger utilities, documentation files, and so forth. You can install all or only some
of the components, depending on the amount of free space available on your hard disk, and
your engineering needs. See Installation Guide, SmartPlant Instrumentation Setup
Maintenance and Database Selection > Installing SmartPlant Instrumentation Components to
learn what components are required to work with SmartPlant Instrumentation.
You run Setup in the following cases:
• To install a new version of SmartPlant Instrumentation.
• To upgrade an existing SmartPlant Instrumentation installation,
• To add selected SmartPlant Instrumentation components to an existing installation.

Caution

• If you add any components to an existing installation, make sure that the version
of the components you install is the same as the version of the existing
installation.

If you upgrade your current version, it is recommended that you backup your current
database before you start the actual installation process. You can do it by performing the
backup procedure. See Installation Guide, Backup and Restore to learn how to perform
backup. If you have database System Administrator access rights, you can also back up your
database by selecting to save a copy of your existing database during the setup procedure.
When you install SmartPlant Instrumentation you need to determine the appropriate access
rights for each user, (regular users, Domain Administrators and System Administrator). See
User’s Guide, Administration Module > Domain Administration > Access Rights to learn more
about access rights in SmartPlant Instrumentation. Therefore, when working in multi-stations
environment, it is recommended to predetermine the network status of each computer:
SmartPlant Instrumentation station — this computer is used only for engineering purposes
(for running SmartPlant Instrumentation modules). On this computer, you do not install the
Admin applications. It is also recommended that you do not install the Import Utility and the
Merger Utility on this computer.
Admin station — this computer which contains the IN_TEMPL.DB database file and is used
for the System and Domain Administrator. On this computer, you install the Admin
applications. On this computer, you can also install the Import Utility and the Merger Utility.
This division is important because maintaining data in the long-term involves continuous
database maintenance and usage monitoring.
Installing SmartPlant Instrumentation on Oracle 29

You install SmartPlant Instrumentation either on the computer where you installed the
database server (file server) or on the local station. Here are some of the environment
characteristics that you should consider when selecting where to install SmartPlant
Instrumentation:
Free disk space — the computer where you install SmartPlant Instrumentation should have
free disk space sufficient for the installation (335 MB for a full installation). See System
Requirements for Oracle on page 5 for additional information.
Network performance — most Oracle databases operate on local networks. Therefore, the
local network data transfer rate significantly influences the overall performance of Oracle and
SmartPlant Instrumentation. Therefore, if the local network under-performs, install
SmartPlant Instrumentation on the local station, to work faster with SmartPlant
Instrumentation features.
SmartPlant Instrumentation components upgrade - you should consider the amount of
work involved in upgrading/re-installing all the copies of SmartPlant Instrumentation on the
local network, in case you install SmartPlant Instrumentation on the stations.
Before you start the installation process, make sure that your computer (file server or local
station) has access to a CD-ROM drive. If your machine does not have access to a CD-ROM
drive, you need to copy all the installation files from the installation CD to your local hard disk.

Note

• If you are upgrading from an existing installation, make sure that all components
of the software are inactive before starting the Setup process.

• If you are using Oracle on Unix, make sure that you use UNIX conventions
when entering file location data (using regular slash (‘/’) instead of backslash (‘\’)
and omitting the drive letter).
Installing SmartPlant Instrumentation on Oracle 30

Installing SmartPlant Instrumentation on an Application Server

Machine
New Installation of SmartPlant Instrumentation 7.0
The following is a complete step-by-step procedure that describes how to install a new
SmartPlant Instrumentation 7.0 version for Oracle on an application server machine.

To install SmartPlant Instrumentation 7.0 for Oracle on an application server

machine

1. Insert the CD into your CD-ROM drive. The SmartPlant Instrumentation CD Browser
automatically launches if AutoPlay is enabled on your system.

Note

• If the SmartPlant Instrumentation CD Browser does not launch automatically,

run Windows Explorer to open the SmartPlant Instrumentation CD window.
Then, in the root folder, double-click the SETUP.EXE file.

2. Click SmartPlant Instrumentation Installation to start running the installation Setup.

3. On the Welcome page of the Installation for SmartPlant Instrumentation wizard, click
Next.

4. On the License Agreement page, click Display to read the software license agreement
.pdf file, and then click Yes.

5. On the Installation Type page, click Standard.

Note

• If you want to perform a server installation, see the SmartPlant

Instrumentation Server and IDEAL Installation and Configuration Guide .pdf
file.

6. On the Customer Information page, enter your registration information and click Next.

7. In the Registration Confirmation message box, click Yes.

8. On the Database Platform page, click Oracle.

9. On the Setup Type page, do one of the following:

• Click (Full) to install all the SmartPlant Instrumentation components.

• Click (Custom) to select and install specific components.

Installing SmartPlant Instrumentation on Oracle 31

• Click (Network) to install a client application after you have performed a full
or custom installation of SmartPlant Instrumentation on your application server
machine. See page 36 for details.

Note

• If Setup has detected an existing installation, and in the Choose the

Destination Folder message box you click Yes to install SmartPlant
Instrumentation in a folder that already contains a previous installation, refer
to page 33 for details.

10. On the Destination Folder page, specify the SmartPlant Instrumentation folder location.

11. Click Next to continue.

Note

• If on the Setup Type page, you have selected to perform a customized setup
process, select components on the Select Components page, and click
Next when done. See Installation Guide, SmartPlant Instrumentation Setup
Maintenance and Database Selection > Installing SmartPlant Instrumentation
Components to learn what components are required to work with SmartPlant
Instrumentation.

12. On the Oracle Version page, select your Oracle server version and click Next. For
details about how to install an Oracle server, see Installing Oracle Server on page 9.

13. On the Server Information page, do the following:

a) In the Server box, type the communication alias name for your Oracle instance.

b) In the Database box, type the Oracle database name.

14. Click Next to continue.

15. On the Select Program Folder page, select the program folder where you want Setup to
install the program icons.
Installing SmartPlant Instrumentation on Oracle 32

16. Click Next to continue.

Caution

• On the Start Copying Files page, after you click Next, Setup immediately
starts copying all the components you selected to the SmartPlant
Instrumentation home folder. To undo this operation you will have to
uninstall SmartPlant Instrumentation. Therefore, if you need to make any
modification to the current Setup selections, click Back before you start
copying the files.

17. On the Start Copying Files page, view the settings of the current Setup session, and
then click Next to start copying the files to your hard disk.

18. On the Setup Status page, view the progress of the file transfer. When the file transfer
is complete, on the Important Notes page, read the text carefully as it contains important
information for the current version.

19. When the file transfer is complete, on the Important Notes page, read the text carefully
as it contains important information for the current version. Click Next when done.

20. In the Readme message box, click Yes if you want to view the Readme file.

Note

• We recommend reading the README.HTM file, as it contains important

information about SmartPlant Instrumentation. You can find this file in your
SmartPlant Instrumentation home folder or in your installation CD-ROM root
folder.

21. On the Setup Complete page, click the required option and then click Finish.
You have successfully installed SmartPlant Instrumentation on your computer. See page 37
for a description of the program icons that Setup has installed on your local station. See
SmartPlant Instrumentation Database Setup for Oracle on page 38 to learn how to create a
SmartPlant Instrumentation database on Oracle.
Installing SmartPlant Instrumentation on Oracle 33

Installing SmartPlant Instrumentation over a Previous Installation

If Setup has detected an existing installation, you can install the new SmartPlant
Instrumentation files in the existing folder or select another folder.
When installing the new SmartPlant Instrumentation files to the home folder of an existing
installation that is prior to Version 7.0, Setup does the following:
• Overwrites the SmartPlant Instrumentation program files.
• Prompts you to overwrite, backup, or keep the existing SmartPlant Instrumentation
databases
• Prompts you to overwrite, backup, or keep the existing STYLES.PBD file.
• Overwrites the SmartPlant Instrumentation data files (sample and library .dwg, .psr, .dbf
files, and so forth).

Caution

• If you want to have several installations of SmartPlant Instrumentation 7.0 on

one machine, before running this procedure, you must perform a preliminary
procedure. For details, see Installation Guide, SmartPlant Instrumentation
Setup Maintenance and Database Selection > Installing Several Versions of
the Software 7.0 on the Same Machine.

To install SmartPlant Instrumentation over a previous Installation

1. Complete the procedure steps 1-9 as described on page 30.

2. When Setup detects an existing installation, in the Choose the Destination Folder
message box, click Yes to install SmartPlant Instrumentation to the existing folder.

Tip

• In the Choose the Destination Folder message box, you can click No to
install SmartPlant Instrumentation to a different folder. In this case, you run
Setup as for a new installation of SmartPlant Instrumentation.

3. In the SmartPlant Instrumentation Configuration message box, do one of the

following:
• Click Yes to keep the existing INTOOLS.INI file and preserve all the previous
preferences and configuration settings.
• Click No if your existing INTOOLS.INI file has been corrupted and you want to replace it
with a new default INTOOLS.INI file.

Caution

• If you click No, you lose all the previous preferences and configuration
settings.
Installing SmartPlant Instrumentation on Oracle 34

4. Click Next to continue.

5. On the Database Installation Options page, do one of the following to determine what
to do with your existing databases, such as in_demo.db (demonstration), intools.db
(empty), and intoolsef.db (with TEF demonstration data):
• Click Keep old databases to keep the old databases so that you can use them after
the installation.
• Click Back up old and install new databases if you are upgrading your software
version. Setup renames the existing INTOOLS.DB to INTOOLS(1).BK, IN_DEMO.DB to
IN_DEMO(1).BK, and INTOOLSEF.DB to INTOOLSEF(1).BK, where (1) is the running
number for the old database.
• Click Overwrite old databases to replace the existing databases.

Caution

• If you overwrite your databases, you lose any user-defined data that you
have in these files.

6. Click Next to continue.

7. On the Styles.pbd File Installation Options page, do one of the following to determine
what to do with your existing STYLES.PBD file.
• Click Keep the old Styles.pbd to keep the old STYLES.PBD file and use it after the
installation.
• Click Back up old and install new Styles.pbd if you are upgrading your software
version. Setup renames the existing STYLES.PBD file to STYLESOLD(1).PBD, where (1)
is the running number of the old STYLES.PBD file.
• Click Overwrite the old Styles.pbd to overwrite the existing STYLES.PBD file with a
new file.

Note
• The STYLES.PBD file holds user-defined view style settings for the Browse window of
the Instrument Index module.

8. Click Next to continue.

9. On the Oracle Version page, select your Oracle server version and click Next. For
details about how to install an Oracle server, see Installing Oracle Server on page 9.

10. On the Server Information page, do the following:

a) In the Server box, type the communication alias name for your Oracle instance.

b) In the Database box, type the Oracle database name.

11. Click Next to continue.

Installing SmartPlant Instrumentation on Oracle 35

12. On the Select Program Folder page, select the program folder where you want Setup to
install the program icons.

13. Click Next to continue.

Caution

• On the Start Copying Files page, after you click Next, Setup immediately
starts copying all the components you selected to the SmartPlant
Instrumentation home folder. To undo this operation you will have to
uninstall SmartPlant Instrumentation. Therefore, if you need to make any
modification to the current Setup selections, click Back before you start
copying the files.

14. On the Start Copying Files page, view the settings of the current Setup session, and
click Next to start copying the files to your hard disk.

15. On the Setup Status page, view the progress of the file transfer.

16. When the file transfer is complete, on the Important Notes page, read the text carefully
as it contains important information for the current version. Click Next when done.

17. In the Readme message box, click Yes if you want to view the Readme file.

Note

• We recommend that you read the README.HTM file, as it contains important

information about SmartPlant Instrumentation. You can find this file in your
SmartPlant Instrumentation home folder or in your installation CD-ROM root
folder.

18. On the Setup Complete page, click the required option and then click Finish.
This completes the installation of SmartPlant Instrumentation over a previous Installation.
Installing SmartPlant Instrumentation on Oracle 36

SmartPlant Instrumentation Network Installation

Network installation involves installing SmartPlant Instrumentation on an application server
machine and on application client machines from which you want to access the SmartPlant
Instrumentation database on the application server machine. The application client
installation is minimal. On a client machine, Setup installs only a few .dll files and the
INTOOLS.INI file.

The principal advantage of this installation is that SmartPlant Instrumentation maintenance

(update, upgrade, and patching) can be performed from a single location. On the other hand,
this type of installation can be a disadvantage if your network is overloaded – data access
and retrieval can be hindered.
Prior to running a network installation, make sure that you have carried out the following:
• You have run a full or custom installation of SmartPlant Instrumentation on a remote
computer.
• You have deleted the INTOOLS.INI file from the SmartPlant Instrumentation home folder on
the application server machine.
• You have defined the properties of the SmartPlant Instrumentation home folder on the
application server as shared with full access.
• You have mapped the network drive on the application client to the SmartPlant
Instrumentation home folder on the application server machine.

Caution

• After installing a service pack for a SmartPlant Instrumentation network

installation, the software creates a new INTOOLS.INI file in the server system path
containing only new lines that were added. You must then copy and paste these
lines into each user’s INTOOLS.INI file.'

To install a SmartPlant Instrumentation client application for the Network

installation

1. Repeat steps 1 through 8 of the procedure described on page 30.

2. On the Setup Type page, click (Network) to connect to the SmartPlant

Instrumentation program files and database on your application server machine.

Caution

• Make sure that the location you select is mapped (that is, it has been
assigned a drive letter) and it is accessible for READ and WRITE operations.
Installing SmartPlant Instrumentation on Oracle 37

3. On the Destination Folder page, select the SmartPlant Instrumentation home folder on
the application server machine and click Next.

Note

• If Setup detects the SmartPlant Instrumentation home folder on the server

machine, it displays an appropriate message. After completing the
installation, you must delete the INTOOLS.INI file on the application server
machine manually.

4. Continue the procedure from step 12 as described on page 31.

SmartPlant Instrumentation Operation in Thin Client Mode

For details of SmartPlant Instrumentation operation in thin client mode with CitrixMetaFrame
or MS Terminal Server, see Installation Guide, SmartPlant Instrumentation Operation in Thin
Client Mode.

SmartPlant Instrumentation Program Icons

At the end of the installation process, Setup creates the following program icons in the
Intergraph SmartPlant Instrumentation program group (in the Programs option of the
Start menu):

Administration — Administration module

DB Setup Utility — SmartPlant Instrumentation database setup

utility for Oracle (not on a Network installation)

Import Utility — Import Utility (if installed)

Internal Setup Utility — Database profile configuration utility

SmartPlant Instrumentation — SmartPlant Instrumentation

modules

Merger Utility — Merger Utility (if installed)

Installing SmartPlant Instrumentation on Oracle 38

SmartPlant Instrumentation Database Setup for

Oracle
The database setup stage is when you create the SmartPlant Instrumentation database and
configure it for your Oracle database server. The DB Setup Utility configures the SmartPlant
Instrumentation database, adds the required database schemas, logon information and
associated database objects.
You can also configure the database using an SQL script file which contains the appropriate
database statements. The DB Setup Utility creates the SQL script file at the end of the
configuration process. After the SQL script file is created, you can run that script file
automatically by letting DB Setup automatically run the file at the end of the database setup.
You can also run that script file manually in the Server Manager dialog box.

Caution

• If you use an existing Oracle server (where you intend to keep your database)
which was not installed according to the instructions in this Installation Guide,
make sure the Oracle database parameters comply with the parameters required
to use SmartPlant Instrumentation. See Oracle Database Server Installation on
page 9 for additional information about the required Oracle server parameters.
You perform the database setup procedure after you finish installing the Oracle database
server, Oracle client, and SmartPlant Instrumentation for Oracle. See Oracle Database
Server Installation on page 9, Oracle Client Installation on page 20 to learn more about the
required software installation.

Oracle Database Server Logon Information

When SmartPlant Instrumentation connects to the Oracle database server, it performs a
procedure which is the same as the procedure which is required to connect to a local
network. This means that SmartPlant Instrumentation logs on to the database server by
providing a logon name and a logon password. This logon information is different from the
logon information required to log on to SmartPlant Instrumentation. You define the Oracle
database server logon information during this procedure.

Oracle Database Server Tablespace

The DB Setup Utility allocates domains called tablespaces in the preliminary Oracle
database. Oracle uses these tablespaces to store your SmartPlant Instrumentation database
information. This means that Oracle allocates disk space on the selected server drive to be
used only for your SmartPlant Instrumentation database. The DB Setup Utility creates 3
tablespaces (see the table below for additional information about these tablespaces):
• Admin data — used for the Admin schema.
• Index data — used for the Admin schema.
• Temporary tablespace — used for internal Oracle operations (for example, sorting).
Installing SmartPlant Instrumentation on Oracle 39

Each tablespace can contain one or more datafiles. SmartPlant Instrumentation database
keeps your data in the following schemas:
• Admin schema — contains the administration data and indexes.
• Domain schema (a separate schema for each domain) —contains the domain and index
data of a SmartPlant Instrumentation domain.
• Domain view (a different schema for each domain) — provides view access rights to
users. This way these users can only view the data from an external Report viewer
without modifying the database. See Creating a New Domain in Oracle on page 47 to
learn more about this option.

Estimating the Size of the Domain Tablespaces and Indexes

The DB Setup Utility creates tablespaces for the Admin schema using the following
tablespace default values:
Administration data
Parameter Admin Data Index Data
tablespace tablespace

Tablespace main_ts index_main_ts

name:

Database in_main.db ix_main.db

filename:

Tablespace size: 30 MB 10MB

However, you may need to create either larger tablespaces or indexes. During the lifetime of
the instrumentation data, you may also need to increase the size of existing index
tablespace.
The following table lists important statistical data which you can use as a guide when
selecting the domain tablespace and index sizes:

Entities Quantity (Average)

Tags 45058

Loops 16616

Drawing blocks 1381

Device panels 11384

Junction boxes 504

Marshaling racks 45

Cabinets 36

DCSs and PLCs 108

Channels 16880
Installing SmartPlant Instrumentation on Oracle 40

Entities Quantity (Average)

Specifications 111

P&ID drawings 855

Lines 3132

The above entity quantities populate a domain whose tablespace and index sizes are as
follows:

Administration Domain

Admin Data Index Data Domain Data Index Data Temporary

tablespace tablespace tablespace tablespace tablespace

30MB 10MB 350MB 180MB 90MB

Later on, you may receive an indication that the available free space in the tablespace is low,
or you may encounter a message that there is insufficient space while working in SmartPlant
Instrumentation. If this happens, increase the size of the tablespace for the specific domain.

Notes

• For better performance, it is highly recommended that you locate the data
tablespaces and index tablespaces on different physical disks. You can also
locate the system file, database tables and the index data on different physical
drives to speed up your work in the Oracle Database. See your Oracle User
Guide for more information.

• Each of the file names must be a legal name. Each tablespace name must be
unique within your database. In some operating systems, special characters are
not supported.

• You must have Supervisor’s access rights on your local network to perform this
procedure.

• If you are using Oracle on Unix, make sure that you use UNIX conventions when
entering file location data (using regular slash (‘/’) instead of backslash (‘\’) and
omitting the drive letter).

Make sure you have sufficient database resources to run the SmartPlant Instrumentation
database setup. The following data is sufficient for 1000 tags in SmartPlant Instrumentation:
• You should have enough System tablespace:
• The DML Locks (Data Manipulation Language) should be sufficiently high (at least 100).
• You can open more tablespaces (at least 8).
See your Oracle User Guide for further information on these points.
Installing SmartPlant Instrumentation on Oracle 41

Setting up the SmartPlant Instrumentation Database for Oracle

When running SmartPlant Instrumentation database setup on your Oracle database server,
you can create one SmartPlant Instrumentation database per database setup session. After
a successful database setup session, you can initialize new SmartPlant Instrumentation
domains in Oracle. For more information, see Creating a New Domain in Oracle on page 47.

Caution

• The paths you specify in this procedure refer to the database server local folders
(non-network folders). Do not use network drives or network server names in the
paths.

To set up the SmartPlant Instrumentation database for Oracle

1. On your Windows Start menu, navigate to SmartPlant Instrumentation program icons

and click to start the DB Setup Utility for Oracle.

Caution

• When starting the DB Setup Utility, the Sybase Adaptive Server Anywhere
database engine starts as well (in minimized mode). Do not close the
database engine, as this will terminate the Oracle database setup process.

2. In the Oracle Server Connection dialog box, from the Oracle version list, select the
version of your Oracle server.

3. Under DBMS identifier in the INtools.ini file, accept or change the displayed
compatible DBMS parameter for the Oracle server version that you selected from the
Oracle version list.

Caution

• If you want to change the DBMS parameter, make sure it is compatible with
SmartPlant Instrumentation. For more details about all compatible
combinations of Oracle and SmartPlant Instrumentation versions, see page
8.

4. In the Oracle database name field, do one of the following:

• Accept the displayed database name.
• Change the displayed value if it does not match the value you defined for the
DB_NAME parameter in the Oracle Instance Configuration file.
Installing SmartPlant Instrumentation on Oracle 42

5. In the Server name field, accept or modify the displayed Oracle server connection string.
6. In the System Administrator login password field, accept the given default value
manager (the password is masked), or type the appropriate password.

Note

• If you cannot connect to the Oracle database server using the default
password, contact your Oracle Database Administrator, who has rights to
create a new SmartPlant Instrumentation System Administrator logon
password for connection to the Oracle database server.

7. Click Connect to connect to your Oracle database server and open the Target Database
Parameters dialog box, where you can set parameters for the target SmartPlant
Instrumentation database and start the database setup session.

8. Under Estimated number of domains, type the number of domains you want to create
in the target SmartPlant Instrumentation database.

9. Under Admin schema, do one of the following:

• Accept the default Admin schema logon name and password IN_DBAMN or modify
the name or password as needed.

Caution

• The logon name must be unique in the Oracle database server. The logon
name and password can only start with a letter and contain no spaces. You
can use an underscore ( _ ) to replace a space. If you want to encrypt the
password, see User’s Guide, Administration Module > System Administration
> Database Security > Encrypt the Admin Schema Logon Password for
details.

10. In the Admin data section, do one of the following:

• Accept the default values. Accept the default Admin data tablespace size (25MB) if
you want to create four SmartPlant Instrumentation domains only.
• Type the required Admin data tablespace name, the path and name of the Admin
datafile, and the tablespace size. If you want to create more than four SmartPlant
Instrumentation domains, you need to specify a tablespace size larger than 25MB.

11. In the Admin index section, do one of the following:

• Accept the default values. Accept the default Admin index tablespace size (10MB) if
you want to create four SmartPlant Instrumentation domains only.
• Type the required Admin index tablespace name, the path and name of the Admin
index datafile, and the tablespace size. If you want to create more than four
SmartPlant Instrumentation domains, you need to specify a tablespace size larger
than 10MB.
Installing SmartPlant Instrumentation on Oracle 43

12. In the Temporary section, do one of the following:

• Accept the default values.
• Type the required temporary tablespace name, the path and name of the temporary
datafile.

Note

• The software determines the temporary tablespace size according to the

number of domains that you specified in the Estimated number of domains
field. The value in the Tablespace size (MB) field changes to the required
value automatically.

13. Do one of the following:

• Click Run to create and configure the SmartPlant Instrumentation database for
Oracle.
• Click Create File. This way the DB Setup Utility only generates the Oracle
ORASETUP.LOG and ORASETUP.SQL files in the SmartPlant Instrumentation home folder
without carrying out the actual database creation process. See Running the Oracle
SQL File on page 44 to learn how to run the SQL commands and create the
SmartPlant Instrumentation database on the Oracle database server manually.
During the generation process, the DB Setup Utility automatically does the following:

• Creates tablespaces
• Creates Administration user schema
• Creates Administration tables
• Creates Administration indexes
• Creates Administration primary key

• Inserts Administration initial data

• Gives viewing rights to the Administration schema from domain schemas

Caution for Oracle 9i users

• If you run the database setup on Oracle 9i server, and the version of the Oracle client
is 9i or earlier than 9i, after completing the database setup, contact your Oracle
Database Administrator, who must perform the following procedure to specify the
super user logon password:
From the SQL Plus utility, in the Oracle server database, connect to the sys super
user as sysdba and then run the following command:

grant execute on DBMS_PIPE to public;

We recommend that you specify the super user logon password before initializing a
SmartPlant Instrumentation domain. If you initialize a domain in Oracle 9i without
specifying the super user logon password, the SmartPlant Instrumentation System
Administrator must rebuild stored procedures and triggers before using the domain.
Installing SmartPlant Instrumentation on Oracle 44

Running the Oracle SQL File

You can set up the SmartPlant Instrumentation database for Oracle manually, by running an
SQL file which the DB Setup Utility generates. This way you can perform the following
activities:
• Review and modify (if required) the SmartPlant Instrumentation database setup
parameters.
• Perform a step-by-step process of the SmartPlant Instrumentation database setup.
The execution of the SQL file automatically creates the following:
• Tablespaces
• Admin schema
• Administration tables
• Administration indexes
• Administration primary key
• Viewing rights to the Admin schema from the Domain schema

To create an initial SmartPlant Instrumentation database by running the DB

Setup SQL script file

1. Run the DB Setup Utility and in the Oracle Server Connection dialog box, connect to
the new Oracle instance.

2. Ensure that a configuration settings file INTOOLS.INI in the SmartPlant Instrumentation

home folder contains the following value of the DBparm parameter in the [DATABASE]
section: DBparm=’DISABLEBIND=1’

Caution

• If ’DISABLEBIND=1’ is not the only value of the Dbparm parameter, make sure
that it is not enclosed by single quotes and is separated from other values by
a comma. For example, DBparm=DISABLEBIND=1,PBDBMS=1

3. In the Target Database Parameters dialog box, enter the required values and click
Create File.

4. After the script file is created, make sure that the ORASETUP.SQL file is located in the
SmartPlant Instrumentation home folder.

5. In accordance with your Oracle version, do one of the following:

• On Oracle 8i, run the Oracle Server Manager SVRMGRL.
• On Oracle 9i, run SQL Plus or SQL Worksheet (first, reed a note on this page below)

6. Connect as the System Manager.

Installing SmartPlant Instrumentation on Oracle 45

7. In accordance with your Oracle version, do one of the following:

• When using Oracle 8i, type and then run the following set of commands:
SET ECHO OFF
SPOOL C:\TEMP\ORASETUP.TXT
@<SmartPlant Instrumentation home folder>ORASETUP.SQL
COMMIT;
SPOOL OFF

• When using Oracle 9i, in SQL Plus or SQL Worksheet type and then run the following
set of commands:
SET ECHO OFF
SET SCAN OFF
SPOOL C:\TEMP\ORASETUP.TXT
@<SmartPlant Instrumentation home folder>ORASETUP.SQL
COMMIT;
SPOOL OFF

Notes

• Oracle 9i does not support Server Manager but only SQL Plus and SQL
Worksheet. However, when using SQL Plus or SQL Worksheet, the script
@< SmartPlant Instrumentation home folder>ORASETUP.SQL does not
complete all the commands required for an initial SmartPlant Instrumentation
database creation on Oracle 9i. Therefore, you must complete an initial
SmartPlant Instrumentation database creation manually. See Step 8 on the
next page. Although you can also other versions of Oracle also support SQL
Plus, we recommend that you use utilities described in Step 5 in the current
procedure.

• Step 8 on the next page refers to SQL Plus only, but also applies to SQL
Worksheet if you are using Oracle 9i.

8. If you run SQL Plus, perform the following steps to complete the creation of the initial
SmartPlant Instrumentation database: clean up the ORASETUP.TXT file manually:
a) In the ORASETUP.TXT file, ignore the error ORA-03217 and find the error ORA-00921.
The error means that the PROJECT table was not created. Return to the
ORASETUP.SQL file and find the following command:

Create Table Project...

b) Select and copy all the command rows to the Clopboard. In SQL Plus, connect to the
Admin schema, paste the command rows and run the CREATE command to build
the PROJECT table manually.

c) Return to the ORASETUP.TXT file, find the error ORA-00942 and then, copy to SQL
Plus and run the following command:

Grant all on PROJECT to INTOOLS_ENGINEER

Installing SmartPlant Instrumentation on Oracle 46

d) Return to the ORASETUP.TXT file, and look for rows that start with the following string:

SP2-0042...

e) If you found the rows, reopen the ORASETUP.SQL file and find rows that belong to
the following INSERT command:

Insert into "Project" ...

f) Copy all the INSERT command rows into SQL Plus and run the command.

g) In the ORASETUP.TXT file, find other occurrences of the error ORA-00942, copy the
related commands to SQL Plus and run them.

9. Open the ORASETUP.TXT file again and check for errors. If you find any errors, contact
Intergraph Support.
Installing SmartPlant Instrumentation on Oracle 47

Creating a New SmartPlant Instrumentation Domain

in Oracle
At this stage, you create a domain. This is the first step the System Administrator needs to
perform to start working with a new domain. You create a domain in the Administration
module after installing the Oracle database server, the Oracle client, the required SmartPlant
Instrumentation files, and configured the Oracle database server to work with SmartPlant
Instrumentation.
The procedures in this section deal with the SmartPlant Instrumentation user interface. We
recommend that you familiarize yourself with the main SmartPlant Instrumentation features
before creating your first domain.

Cautions

• If your database character set is other than English, Far Eastern, Middle Eastern,
or Spanish (Latin American), you need to configure the
NLS_NUMERIC_CHARACTERS parameter in the client registry prior to initializing a
domain in Oracle.

• If you are using Oracle on Unix, make sure that you use UNIX conventions when
entering file location data (using regular slash (‘/’) instead of backslash (‘\’) and
omitting the drive letter).

Domain Initialization in Oracle

The initialization process requires a large part of the system resources. Therefore, both
before and after creating a domain, it is recommended that you exit and re-enter Windows.
You cannot create more than one domain in a single Administration module session.
During initialization, if there is an insufficient number of datafiles to build the tablespaces for
the new domain, the software displays a warning. In this case, the System Administrator
needs to delete the specific domain and the Oracle DBA must increase the number of data
files in the database (up to the maximum of 254) by making changes to the control file. See
your Oracle SQL Language Reference Manual for more details.
You can initialize a domain in one of the following two ways:
• Initializing an empty domain – this way you create a domain from scratch. You need to
associate this domain with SmartPlant Instrumentation and build all the appropriate
naming conventions and domain entities (plants, areas, and units). See Associating a
Domain on page 55 to learn how to associate a domain with SmartPlant Instrumentation.
• Initializing from another source domain – this way you create a new domain from
another domain that already contains data. The source domain data can be stored in
your database platform or in an external database platform, for example, SQL Server or
Sybase Adaptive Server Anywhere. To initialize a domain in Oracle from an existing
domain in SQL Server, you need first to back up the domain to the backup repository.
For details, see User’s Guide, Administration Module > System Administration >
Maintaining Domains > Back up a Domain.
Installing SmartPlant Instrumentation on Oracle 48

You can initialize a domain from another source domain only if you have already
established a connection with the source database (Sybase Adaptive Server Anywhere
or Oracle). You do this by using the following values of the DBMS parameter in the
[DATABASE] section of the INTOOLS .INI file:

o ODBC — use when the source domain is in Sybase Adaptive Server Anywhere
o O84 or O90 — use when the source domain is on Oracle
• Creating a new domain from another domain is recommended in the following cases:
o When you move a domain from one database to another.
o When the new domain serves as a backup of the source domain.
o When you want to use the source domain as a standard domain for new domains.
o When you want to create a demo domain using the IN_DEMO domain.
o When you want to work on a domain that you receive from a sub-contractor or an
engineering firm.

Cautions

• The source domain must be of the same database version as the database
version of the new domain which you initialize.

• The database character set and the national character set in the source Oracle
database must correspond to the database character set and the national
character set in the target Oracle database.

• The NLS_LANG parameter value must be the same on both the client machine
used for the domain backup and the client machine used for initializing a new
domain. These values must correspond to the database character set in the
source and target Oracle databases.

• When performing domain initialization, you cannot include the user-defined

database views that exist in the source database in the initialization process. To
be able to use these views in the initialized domain, you must make backups of
all your user-defined database views in the source domain before starting the
initialization process. On completing the initialization process you need to
recreate the user-defined views using InfoMaker or the database utilities of your
platform.

Note

• When initializing a domain from a source domain, we recommend that you run
the DB Checker utility for the source domain before starting the initialization
process.
Installing SmartPlant Instrumentation on Oracle 49

Using the Log File during Initialization

You can use an initialization log file that will indicate all the operations carried out on your
database. If you want to use such a file, add (or modify) the following line of the [DATABASE]
section of the INTOOLS.INI file (located in the SmartPlant Instrumentation home folder):
TRACE=ON

If you omit the line, the default OFF will be assumed. You should expect a 4.5 MB file to be
created as a log file. The file name comprises the number of the domain and the .log
extension. The number of the domain reflects the order of domain initialization in your
database. For example, if you initialize your first domain, the software creates the log file
with name 1.LOG. In the event of any problem occurring during the creation of the domain,
you must provide this file with your request for assistance.
During the initialization process the system creates a View-Only Domain schema for each
domain with the name and password of <DOMAIN NAME>_VIEW (where _VIEW is constant). The
View-Only Domain schema is intended for users who need to view the data from an external
report viewer but are not allowed to modify the data. See Installation Guide, Appendix C >
SmartPlant Instrumentation Database Technical Review > Logon Data and Database
Connection Security for further information about using SmartPlant Instrumentation database
schemas.

Handling an Initialization Failure

In case the domain initialization fails (due to for example, a power failure), during the
process of inserting data into tables, you can continue from the table where the process
stopped:

1. Run the SQLPlus utility and delete the contents of the table where the process stopped.
Type and then run the following:
DELETE FROM <table name>;
COMMIT;
2. In the [DATABASE] section of the INTOOLS.INI file, insert the following line:
INIT_TABLE_CONT=<the table name where the process stopped>.
3. Rerun the domain initialization process.

Note

• If the initialization of the domain fails after the phase of inserting data into
tables, you need to delete this domain and start a new initialization session.
See Deleting an Invalid Domain on page 57 for details.

Caution

• The paths you specify in this procedure refer to the database server local
folders (non-network folders). Do not use network drives or network server
names in the paths.
Installing SmartPlant Instrumentation on Oracle 50

Initializing a New SmartPlant Instrumentation Domain in Oracle

To initialize an empty SmartPlant Instrumentation domain in Oracle

1. Start the Administration module to open the Logon Information dialog box with DBA set
as the default user name.

2. To log in as the System Administrator, in the User name and in the Password data
fields, enter your system administrator’s username and password (the default value is
DBA for both fields).

3. With the System Administration window open, on the File menu, click Initialize.

4. In the Initialize dialog box, in the Domain field, type the required domain name. The
domain name must be unique and contain only alphanumeric characters without spaces.
You can use an underscore ( _ ) to replace a space. You can also use a name of
previously deleted domain.

Caution

• The name of a domain, schema, and password can only start with a letter. If
your password, schema, or domain name starts with a numeral or any
character that is not a letter, the initialization process will fail and SmartPlant
Instrumentation will stop responding.

Note

• You can change the domain name at a later stage in the Administration
module. See User’s Guide, Administration Module > System Administration
> Creating and Managing Domains > Make Domain Definitions to learn how
to modify the SmartPlant Instrumentation domain name.

5. In the Domain schema name box, type the logon name of the Domain schema.
SmartPlant Instrumentation needs to use this name internally to connect to this domain.
The Domain schema name must be unique and typed as one word with no spaces.
You can use an underscore ( _ ) to replace a space.
Installing SmartPlant Instrumentation on Oracle 51

6. In the Domain schema password box, type the logon password of the Domain schema.
The software needs to use this name internally to connect to this domain. See
SmartPlant Instrumentation Database Setup for Oracle on page 38 to learn more about
the database schema logon information in SmartPlant Instrumentation. The Domain
schema password must be unique and typed as one word with no spaces. You can use
any alphanumeric symbol and the underscore ( _ ).

Tip

• You can enter a schema password other than the domain name to enhance
database access security. This way, external users can only view the
database. See the explanation on page 49 for further information about
viewing the database. We recommend that you write down the schema
password and keep it in a safe place.

7. In the View-Only Domain schema password box, accept the default password of the
View-Only Domain schema or change it as appropriate. The default logon password is
<domain name>_VIEW, where the <domain name> segment corresponds to the Domain
schema logon name in the database. The default password and the characters that you
type when changing the password appear masked. The value that you type must be
unique and typed in as one word with no spaces. You can use an underscore (_) to
replace a space.

Tip

• The View-Only Domain schema holds database views of all tables in a

domain. This schema enables viewing data for users of report generators,
such as Microsoft Access and InfoMaker. In the database, the password is
not encrypted. You can change the password only once, when initializing a
new domain.

8. Do one of the following to determine the type of the domain that you want to initialize:
• Click Operating owner to initialize the domain as a domain with AsBuilt functionality.
The database is partitioned into several schemas: a single schema for AsBuilt and
separate schemas for projects.
• Click Engineering company to initialize the domain as a domain contracted to
design and build plants based on process information. A domain of the Engineering
company type usually involves one set of data which may be revised extensively
during the life cycle of the plant. In this case, the data for each project is maintained
within a single database schema. Once a plant is operational, the domain type can
be changed to Operating owner if required, and the owner can perform the necessary
maintenance and modernization.

Tip

• If you want to run the initialization process without displaying any error
messages during the process, select the Do not display error messages
check box.
Installing SmartPlant Instrumentation on Oracle 52

9. Click OK to open the Domain Tablespace Definition dialog box, where you can define
the tablespace data of the domain for initialization.

Caution

• When working in the Unix environment, you must specify a full path. If you
do not specify a full path, Novell places the tablespace database file in the
Oracle home folder. The paths that you specify in this dialog box refer to the
local folders (non-network folders) of the computer where Oracle is installed.
Do not use network drives or network server names in the paths.

10. To define the domain tablespace data, under Domain data, accept all the given default
values or modify them as follows:
a) In the Tablespace name field, type the appropriate domain tablespace name.

b) In the Datafile name and path field, type the full path and filename of the tablespace
database file.

c) In the Tablespace size (MB) field, type the appropriate domain tablespace size.

11. To define the domain index tablespace data, under Index data, accept the given default
values or modify them as follows:
a) In the Tablespace name field, type the appropriate domain tablespace name.

b) In the Datafile name and path field, type the full path and filename of the tablespace
database file.

c) In the Tablespace size (MB) field, type the appropriate domain index tablespace
size. The recommended size is 50% of the domain tablespace size.

Note

• For the temporary operation of Oracle in each domain, you can use one
tablespace for all domains, one for each domain, or a combination of
tablespaces. The SmartPlant Instrumentation installation procedure lets you
define a separate temporary tablespace for each domain. Otherwise, you
can use the same temporary tablespace for all domains. The size of the
tablespace should be increased accordingly. Contact Intergraph Support to
receive the appropriate SQL file.

12. To create a separate temporary tablespace for this domain, select the Use domain
temporary tablespace check box to make three additional fields available for editing.
Installing SmartPlant Instrumentation on Oracle 53

13. To define the domain temporary tablespace data, accept the given default values or
modify them as needed. You can use any alphanumeric values without spaces between
them. The temporary tablespace size is recommended to be 50% of the index
tablespace size.

Note

• It is recommended that the domain datafile and the domain index datafile are
stored on separate physical disks.

14. Click OK to start the initialization process.

Caution

• After completing the initialization process, it is strongly recommended that you

update the current database statistics for the initialized domain. Updating
statistics improves the database performance. For details, see the User’s
Guide, Administration Module > System Administration > SmartPlant
Instrumentation Database Maintenance > Database Maintenance Tasks on
Oracle > Update Statistics.

Note

• If the software detects a domain whose initialization process has failed, an

appropriate message is displayed prompting you to delete that domain before
initializing a new one. See Deleting an Invalid Domain on page 57 to learn how
to delete a domain that was not initialized successfully.

Initializing a SmartPlant Instrumentation Domain in Oracle from an Existing

Domain
To initialize a domain in Oracle from an existing domain, you can use one of the following
options:
• Back up the source domain from Oracle or SQL Server in a Sybase Adaptive Server
Anywhere database, and then initialize the domain in Oracle. To learn how to back up a
domain, see User’s Guide, Administration Module > System Administration > Maintaining
Domains > Back up a Domain.
• Initialize a domain in Oracle from an existing domain in Oracle directly, without using a
Sybase Adaptive Server Anywhere database as an intermediate platform.

Note

• When initializing a domain from a source domain, we recommend that you

run the DB Checker utility for the source domain before starting the
initialization process.
Installing SmartPlant Instrumentation on Oracle 54

To initialize a domain in Oracle from an existing domain

1. Open the Initialize dialog box and make the target domain definitions. (You need to
repeat steps 1 through 9 of the procedure described on page 51.)

2. In the Initialize dialog box, click Source to create a new domain using data from an
existing database.

3. In the Source Data Connection dialog box, from the Database type list, select one of
the following:
• Sybase Adaptive Server Anywhere — select if you have a domain created or backed
up in Sybase Adaptive Server Anywhere and then, beside the Database file name
and path field, click Browse to navigate to the source .db file.
• Oracle — select the required Oracle version to initialize the new domain from another
domain that exists in your Oracle database.

Caution

• The source SmartPlant Instrumentation database must be of the same

version as your current SmartPlant Instrumentation database (the database
where you create the new domain).

4. Change the Admin schema name and password if needed or accept the displayed
defaults. For more information about SmartPlant Instrumentation schemas, see
Appendix C, SmartPlant Instrumentation Database Technical Review, Logon Data and
Database Connection Security in this Installation Guide.

5. Click Connect to connect to the selected source database.

6. From the Domain list, select a domain to be used as a source for the initialization.

7. Select the Copy users to target domain if you want to copy all the existing SmartPlant
Instrumentation user definitions to the new domain.

8. Select the Copy departments to target domain if you want to copy all the existing
SmartPlant Instrumentation department definitions to the new domain

9. In the Source Data Connection dialog box, click OK.

10. In the Initialize dialog box, click OK to start the initialization procedure.

Note

• If you selected Oracle as your source database type, clicking OK in the

Initialize dialog box opens the Domain Tablespace Definition dialog box,
where you can define the tablespace data of the domain for initialization.
Complete the procedure from step 10 on page 52.
Installing SmartPlant Instrumentation on Oracle 55

Caution

• After completing the initialization process, it is strongly recommended that you

update the current database statistics for the initialized domain. Updating
statistics improves the database performance. For details, see User’s Guide,
Administration Module > System Administration > SmartPlant Instrumentation
Database Maintenance > Database Maintenance Tasks on Oracle > Update
Statistics.

You have successfully initialized your domains. See the following procedure to learn how to
continue the domain creation procedure by associating a new domain with SmartPlant
Instrumentation.

Associating a Domain
Domain association is the second stage of the domain creation procedure. The SmartPlant
Instrumentation System Administrator can associate a domain with SmartPlant
Instrumentation after the domain initialization is complete.

Caution

• Before you can associate a new domain, you must initialize it as described on
page 47. A domain that has been initialized from a source database does not
require association.

To associate a domain

1. Log on to the Administration module as System Administrator and do one of the

following:
• On the File menu, click Domain Definition.

• Click .

2. In the Domain Definition dialog box, from the Domain list, select the domain you want
to associate with SmartPlant Instrumentation.

3. In the Number data field, type a unique domain number.

4. In the Description box, type the domain description, if required.

Installing SmartPlant Instrumentation on Oracle 56

5. From the Standard list, select the appropriate naming convention standard.

Caution

• You cannot change the naming convention standard after you assign the
naming conventions to the first unit. See User’s Guide, Administration
Module > Domain Administration > Naming Conventions to learn more about
the standards supported in SmartPlant Instrumentation.

6. From the Administrator list, select Domain.

7. Set the domain features as you require. For details, see User’s Guide, Administration
Module > System Administration > Creating and Managing Domains.

8. Click to associate the domain in the database with SmartPlant Instrumentation.

9. Click to save the new domain settings to the SmartPlant Instrumentation database.
The Domain section of the window becomes unavailable.

10. Click to modify the domain data after you have saved it to the SmartPlant
Instrumentation database. The Domain section of the window becomes available.

Note

• If the version of the domain schema you selected in step 2 is different from
the Admin schema version, you need to upgrade your domain schema by
clicking and performing the update procedure. See Installation Guide,
Upgrading SmartPlant Instrumentation to learn more about the upgrade
procedure.

11. Click to close the Domain Definition dialog box and return to the System
Administration window.
Installing SmartPlant Instrumentation on Oracle 57

Deleting an Invalid Domain

If an initialization process fails to complete, this domain becomes invalid. The System
Administrator has to delete it before initializing a new one. When trying to initialize a new
domain in a database that contains an invalid domain, the following message is displayed.

To delete an invalid domain

1. Start the Administration module and enter as System Administrator.

2. On the System Administration menu bar, on the DBA menu, click Delete Invalid
Domain.

3. In the Delete Invalid Domain dialog box, from the Domain list, select the corrupted
domain that you want to delete. This list does not contain any items if there are no
corrupted domains in the database.

Caution

• Once you click Start, the deletion process begins and you will not be able to
stop it. The duration of the deletion process depends on the stage where the
domain initialization process failed: the later the stage at which the domain
initialization process failed, the longer it will take to delete that domain.

4. Click Start to start deletion process.

If some of the data files need to be deleted manually, the Data Files to Delete Manually
dialog box is displayed superimposed on the Delete Corrupted Domain dialog box.

5. Click Print to print the displayed file list.

6. Click Close to close the above dialog box and the Delete Corrupted Domain dialog box.
A message is displayed notifying you that the deletion process is completed successfully.