Schem SPI Administration Module PDF
Schem SPI Administration Module PDF
Administration
User's Guide
Version 2013
March 2013
DSPI2-PE-200002B
Copyright
Copyright 1995-2013 Intergraph Corporation. All Rights Reserved. Intergraph is part of Hexagon.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement;
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Intergraph Corporation.
Terms of Use
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the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed
license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use
of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives
licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement
and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for
resale or redistribution.
Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools,
ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks
of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered
trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product
names are trademarks of their respective owners.
Contents
Working with the Administration Module ................................................................................................. 9
SmartPlant Instrumentation Database Setup for Oracle ....................................................................... 11
Oracle Database Server Tablespaces for SmartPlant Instrumentation ................................................ 11
Setting Up a Database for Oracle Common Tasks............................................................................... 13
Set Up a SmartPlant Instrumentation Database for Oracle .................................................................. 14
Create a Database by Running the DB Setup SQL Script File ............................................................. 19
Clean Up the Oracle Database ............................................................................................................. 19
SmartPlant Instrumentation Database Setup for SQL Server ............................................................... 21
SQL Server Database Server Filegroups for SmartPlant Instrumentation ........................................... 21
Setting Up a Database for SQL Server Common Tasks ...................................................................... 23
Set Up a SmartPlant Instrumentation Database for SQL Server .......................................................... 24
Clean Up the SQL Server Database ..................................................................................................... 26
Domain Backup, Initialization, and Deletion ........................................................................................... 27
Domain Backup Common Tasks .......................................................................................................... 28
Back Up a Domain.......................................................................................................................... 28
Back Up a Domain from the Command Line .................................................................................. 29
Back Up a Domain in Thin Client Mode ......................................................................................... 30
Workaround for a Backup Problem in Windows Vista and Windows 7 .......................................... 32
Backing Up Files Containing Audit Trail Data ....................................................................................... 32
Backing Up Audit Trail Data on Oracle ........................................................................................... 33
Backing Up Audit Trail Data on SQL Server .................................................................................. 34
Backing Up Audit Trail Data on Sybase Adaptive Server Anywhere ............................................. 36
Domain Initialization .............................................................................................................................. 37
Prerequisites for Domain Initialization ............................................................................................ 37
Domain Initialization Common Tasks ............................................................................................. 39
Domain Deletion Common Tasks ......................................................................................................... 56
Delete a Domain ............................................................................................................................. 57
Delete an Invalid Domain on Oracle ............................................................................................... 57
Delete an Invalid Domain on SQL Server ...................................................................................... 58
Troubleshooting Domain Initialization Common Tasks......................................................................... 58
Handle an Initialization Failure ....................................................................................................... 59
Workaround for an Initialization Problem in Windows Vista and Windows 7 ................................. 60
Workaround for a Backup Problem in Windows Vista and Windows 7 .......................................... 60
Numeric Character Settings for Oracle .......................................................................................... 61
Workaround for the Grant to View Creation Error .......................................................................... 62
Accessing the Administration Module .................................................................................................... 63
Log on as System Administrator ........................................................................................................... 63
Log on as Domain Administrator........................................................................................................... 64
Switch from System Administration to Domain Administration ............................................................. 64
Switch from Domain Administration to System Administration ............................................................. 64
Contents
Users, Departments, and Groups ............................................................................................................ 65
Create and Manage Departments......................................................................................................... 65
Define a SmartPlant Instrumentation User ........................................................................................... 66
Assign a Domain Administrator ............................................................................................................. 67
User Groups .......................................................................................................................................... 68
Users and Groups Common Tasks....................................................................................................... 68
Create a New Group ....................................................................................................................... 69
Modify the Profile of a Group .......................................................................................................... 69
Delete a Group ............................................................................................................................... 70
Assign Users to Groups.................................................................................................................. 70
Remove Users from Groups ........................................................................................................... 71
Windows Authentication Logon Method ......................................................................................... 71
Create a Group for Windows Authentication Logon Method .......................................................... 72
Remove Deleted Windows Users from SmartPlant Instrumentation User Groups ........................ 72
Switching to a Different Logon Method .......................................................................................... 73
System Administration ............................................................................................................................. 75
System Administration Common Tasks ................................................................................................ 75
Domain Management Common Tasks ................................................................................................. 76
Create an Owner Operator Domain ............................................................................................... 78
Make Domain Definitions................................................................................................................ 79
Enable Cable Type Dependency .................................................................................................... 80
Enable Workflow............................................................................................................................. 81
Activate the Audit Trail Functionality .............................................................................................. 81
Enable Item Registry ...................................................................................................................... 82
Specify a Global Path ..................................................................................................................... 82
Activity Tracking Management Common Tasks ................................................................................... 83
Set the Activity Tracking Mode ....................................................................................................... 83
Clear Activity Tracking Data ........................................................................................................... 84
Generate a Grid-Style Activity Tracking Report ............................................................................. 85
Generate a Graph-Style Activity Tracking Report .......................................................................... 85
Managing Database Security ................................................................................................................ 86
SmartPlant Instrumentation Encryption Mechanism ...................................................................... 86
Set Security Options ....................................................................................................................... 91
Database Locking Mode (for Multi-User Versions) ........................................................................ 91
Set Database Locking Mode .......................................................................................................... 92
Maintaining the SmartPlant Instrumentation Database ........................................................................ 92
General Database Maintenance Common Tasks .......................................................................... 92
Database Maintenance on SQL Server Common Tasks ............................................................... 98
Database Maintenance on Oracle Common Tasks ..................................................................... 101
Using KKS Naming Conventions in SmartPlant Instrumentation ....................................................... 105
Working in KKS Mode in SmartPlant Instrumentation ........................................................................ 107
Flow of Activities for Working in KKS Mode ................................................................................. 109
System Administrator Activities .................................................................................................... 109
Domain Administrator Activities .................................................................................................... 110
Import Utility Activities .................................................................................................................. 110
Define KKS Naming Convention Using KKS Segments .............................................................. 110
Example of a KKS Naming Convention for Loops ....................................................................... 111
Loop Number Representation in the Domain Explorer of SmartPlant
Instrumentation ............................................................................................................................. 112
Accounting, Contractors, and Clients Common Tasks ....................................................................... 112
Add and Manage Accounting Information .................................................................................... 113
Contents
Add and Manage Contractors ...................................................................................................... 114
Add and Manage Clients .............................................................................................................. 115
Associate Accounting, Client, and Contractor Information with a Domain ................................... 115
Print Database Connection Information .............................................................................................. 116
Report Generation (System Administration) ....................................................................................... 116
Domain and Project Administration ...................................................................................................... 117
Domain Administration Common Tasks ............................................................................................. 117
Plant Design and Structure ................................................................................................................. 119
Create a Plant Hierarchy .............................................................................................................. 120
Owner ........................................................................................................................................... 120
Create a Plant Hierarchy Item on the Highest Level .................................................................... 121
Create a Plant Hierarchy Item on an Intermediate Level ............................................................. 121
Create a Plant Hierarchy Item on the Lowest Level ..................................................................... 123
Delete a Plant Hierarchy Item ...................................................................................................... 124
Owner Operator Domain (As-Built and Projects) ................................................................................ 124
Flow of Activities for Defining a Project Administrator .................................................................. 125
Owner Operator Domain (As-Built and Projects) Common Tasks ............................................... 126
Project Deletion Common Tasks .................................................................................................. 136
Explorer Windows ............................................................................................................................... 138
Working with Explorer Windows Common Tasks ........................................................................ 139
Search for Items ........................................................................................................................... 140
Find a Specific Item in the Tree View ........................................................................................... 141
Filter the Display of Items in an Explorer Window ........................................................................ 141
Filter Cables ................................................................................................................................. 142
Filter Loops According to Blocks .................................................................................................. 143
Add Items to My List in the Items Pane ........................................................................................ 145
Scoping Data for Projects ................................................................................................................... 145
Settings and Conditions for Claiming Items ................................................................................. 146
Scoping Data for Projects Common Tasks .................................................................................. 150
Merging Project and As-Built Data ...................................................................................................... 160
Open the Project Explorer and Merge Buffer ............................................................................... 161
Item and Sub-Item Selection Options for Merging with As-Built .................................................. 162
Generating Reports for Merging Data Common Tasks ................................................................ 163
Copy Items to the Merge Buffer Common Tasks ......................................................................... 165
Merging Project and As-Built Data Common Tasks ..................................................................... 168
Naming Conventions ........................................................................................................................... 176
Compatibility with Instrumentation Standards .............................................................................. 177
Naming Conventions Common Tasks .......................................................................................... 177
Notes for Creating Naming Conventions for Wiring Items ........................................................... 178
Define Naming Conventions ......................................................................................................... 179
Copy Naming Conventions to Other <Units> ............................................................................... 181
Copy Naming Conventions from Another <Unit> ......................................................................... 181
Document Number Naming Convention Examples ...................................................................... 182
Generate Naming Convention Reports ........................................................................................ 184
Wire End Naming Conventions .................................................................................................... 184
Access Rights ..................................................................................................................................... 187
Access Rights Common Tasks .................................................................................................... 187
Access Rights Descriptions .......................................................................................................... 189
Grant Access Rights for Selected Items or Activities ................................................................... 199
Grant the Same Access Rights for All Items ................................................................................ 200
Workflow Access Rights ............................................................................................................... 201
Copy Access Rights ..................................................................................................................... 202
Contents
View the Items in the Current Domain .......................................................................................... 202
Generate Access Rights Report ................................................................................................... 202
Preferences Management ................................................................................................................... 203
Managing Preferences Common Tasks ....................................................................................... 203
Set Domain Preferences .............................................................................................................. 204
Set Project Preferences................................................................................................................ 204
Copy Project Preferences ............................................................................................................ 205
Export Preferences ....................................................................................................................... 205
Import Preferences ....................................................................................................................... 206
Report Management ........................................................................................................................... 206
Report Management Common Tasks .......................................................................................... 206
Associate a New Title Block with a Report ................................................................................... 207
Title Block Descriptions ................................................................................................................ 207
Set Archiving Options for Report Comparison ............................................................................. 209
Define Report Revision Management Settings ............................................................................ 210
Add-Ins ................................................................................................................................................ 210
Import Hook-Up Libraries ............................................................................................................. 211
Import System Interfaces.............................................................................................................. 211
Import Browser Views................................................................................................................... 212
Import DCS Hardware I/O Library Data ........................................................................................ 213
Import DDP Library Data .............................................................................................................. 213
Export Macros .............................................................................................................................. 214
Import Macros ............................................................................................................................... 214
Import Spec Forms ....................................................................................................................... 215
Miscellaneous Domain Administration Tasks ..................................................................................... 216
Define Panel Location Levels ....................................................................................................... 217
Assign Icons to Telecom Device Types ....................................................................................... 218
Define Custom Fields ................................................................................................................... 218
Sequence Numbers and Process Data Custom Fields ................................................................ 219
Copy Custom Fields ..................................................................................................................... 220
Browsers That Can Contain Custom Fields ................................................................................. 220
Define Custom Tables .................................................................................................................. 222
Generate Domain Administration Reports.................................................................................... 223
Select a Logo ................................................................................................................................ 224
Define Field Personnel Profiles .................................................................................................... 224
Modify Domain Notes ................................................................................................................... 225
Modify Printer Settings ................................................................................................................. 225
Managing Audit Trail Data .................................................................................................................. 226
Managing Audit Trail Data Common Tasks ................................................................................. 226
Load Audit Trail Data .................................................................................................................... 227
Trim Audit Trail Data..................................................................................................................... 228
External Files with Trimmed Audit Trail Data ............................................................................... 228
Define Paths When Using Oracle ................................................................................................. 229
Define Paths When Using SQL Server ........................................................................................ 229
Define Paths When Using Sybase Adaptive Server Anywhere ................................................... 230
Clearing Locking ................................................................................................................................. 230
Clearing Locking Common Tasks ................................................................................................ 231
Clear Locking per User ................................................................................................................. 232
Clear Blocked Sessions on Oracle ............................................................................................... 232
Clear Locking in All Sessions ....................................................................................................... 232
Clear SmartPlant Instrumentation Session Records .................................................................... 232
Copying Data ...................................................................................................................................... 233
Flow of Activities for Copying Data ............................................................................................... 234
Contents
Copying Data Common Tasks ..................................................................................................... 235
Select the Source Plant Hierarchy Item for Copying Data ........................................................... 236
Copy Specific Data ....................................................................................................................... 236
Copy All Module Data ................................................................................................................... 238
Set Wiring Naming Options for Target Plant Hierarchy Item ........................................................ 239
Set Revisions for Target Plant Hierarchy Item ............................................................................. 240
Working with SmartPlant Integration .................................................................................................... 241
Configuring SmartPlant Instrumentation for Integration...................................................................... 242
Integration Common Tasks ................................................................................................................. 242
SmartPlant Instrumentation Configuration Checklist for Integration ............................................ 242
Configure SmartPlant Instrumentation for Integration .................................................................. 243
Item Registry Activities ........................................................................................................................ 245
Register Items .............................................................................................................................. 246
Clean Up Item Registry ................................................................................................................ 246
Define an IDEAL User ......................................................................................................................... 246
Registering Plants ............................................................................................................................... 247
Register a Plant ............................................................................................................................ 247
Retrieve a Plant Hierarchy .................................................................................................................. 248
Define Preferences Settings for an Integrated Environment .............................................................. 249
Tool Requirements for Integrating SmartPlant Instrumentation ......................................................... 249
General Integration Requirements ............................................................................................... 249
Naming Convention Requirements for Integration ....................................................................... 250
Working with SmartPlant P&ID ..................................................................................................... 253
Working with SmartPlant Electrical .............................................................................................. 254
Using Projects in an Integrated Environment ............................................................................... 255
Naming Convention Mapping ....................................................................................................... 256
Configure SmartPlant Instrumentation to Use Minor Revisions ......................................................... 257
SmartPlant Instrumentation Interface Languages ............................................................................... 259
Interface Languages Common Tasks ................................................................................................. 260
Import a New Interface Language....................................................................................................... 260
Replace the Interface Language with a Language from the Database .............................................. 261
Replace the Interface Language with a Language from an External File ........................................... 261
Translate Interface Text Phrases ........................................................................................................ 262
Complementary Resource Files ................................................................................................... 263
Prefixes and Suffixes in the Interface Text ......................................................................................... 263
Schema Grid ................................................................................................................................. 393
Owner Operator Domain Explorer Windows ........................................................................................ 405
As-Built Explorer ................................................................................................................................. 405
Claim Buffer ........................................................................................................................................ 406
Claimed Items ..................................................................................................................................... 408
Merge Buffer ....................................................................................................................................... 408
Project Explorer................................................................................................................................... 410
Source Project Explorer ...................................................................................................................... 411
Target Project Buffer ........................................................................................................................... 412
Item Indicators..................................................................................................................................... 414
Cable Hierarchy Example ................................................................................................................... 414
Panel by Category Hierarchy Example ............................................................................................... 415
Panel by Location Hierarchy Example ................................................................................................ 416
Contents
Glossary ................................................................................................................................................... 417
Index ......................................................................................................................................................... 419
SECTION 1
10
SECTION 2
11
Parameter
Tablespace name
main_ts
index_main_ts
Database filename:
in_main.db
ix_main.db
Tablespace size
10 MB
ix_main.db
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:
Item Types
Quantity (Average)
Instruments
45058
Loops
16616
1381
Device panels
11384
Junction boxes
504
Marshaling racks
45
Cabinets
36
108
Channels
16880
Specifications
111
P&ID drawings
855
Lines
3132
The above item type quantities populate a domain whose tablespace and index sizes are as
follows:
12
Admin Data
Tablespace
Admin Index
Tablespace
Domain Data
Tablespace
Domain Index
Domain Temporary
Data Tablespace Data Tablespace
30 MB
10 MB
350 MB
180 MB
100 MB
(auto-extended)
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.
See Also
SmartPlant Instrumentation Database Setup for Oracle (on page 11)
13
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.
Make sure you have an available Oracle instance. It is not possible to set up more than one
SmartPlant Instrumentation database in a given Oracle instance.
1. On your Windows Start menu, navigate to the Intergraph SmartPlant Instrumentation
program icons and click DB Setup Utility.
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 causes the database setup process to stop.
2. On the Oracle Server Connection dialog box, from the Oracle version list, select the
version of your Oracle server.
3. Under DBMS identifier in the [Link] file, accept or change the displayed compatible
DBMS parameter for the Oracle server version that you selected from the Oracle version
list.
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 SmartPlant Configuration and Maintenance
Guide, Compatibility of Oracle and SmartPlant Instrumentation Versions.
4. In the Oracle database name box, do one of the following:
Accept 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.
5. In the Server name box, accept or modify the displayed Oracle server connection string.
6. In the System Administrator logon password box, accept the given default value
manager (the password is masked), or type the appropriate password.
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.
14
2.
Accept the default Administration schema login name and Administration schema login
password values in_dbamn.
If you want to modify the login name or password, verify that the login name is unique
in the Oracle database server. The login name and password can only start with a letter and
contain no spaces. You can use an underscore instead of a space. If you wish to encrypt the
password, see Encrypt the Admin Schema Logon Password.
3. Continue to either the Automatic, or Customized, options as described in the Automatic
mode of tablespaces creation and Customized mode of tablespaces creation. Else, if
the Predefined mode is required, continue to Predefined mode of tablespaces creation.
15
16
If you want to create more than four SmartPlant Instrumentation domains, for the Admin
data tablespace, specify a size larger than 25 MB, and for the Admin index tablespace,
specify a size larger than 10 MB.
If you change the default tablespace definitions when, 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.
If you want to create more than four SmartPlant Instrumentation domains, for the Admin
index tablespace, you need to specify a size larger than 10 MB.
17
2. Under Administration schema data, from the Tablespace name list, select the desired
tablespace name.
3. Under Administration schema indexes, from the Tablespace name drop-down list, select
the desired tablespace name.
4. Under Temporary Tablespaces, from the Tablespace name drop-down list, select the
desired tablespace name.
5. Click Create.
6. The user may, if desired, continue to section Defining Domain Tablespaces in Oracle (on
page 54).
See Also
Setting Up a Database for Oracle Common Tasks (on page 13)
SmartPlant Instrumentation Database Setup for Oracle (on page 11)
Oracle Database Server Tablespaces for SmartPlant Instrumentation (on page 11)
18
3.
4.
5.
6.
7.
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
On the Target Database Parameters dialog box, enter the required values and click Create
File.
After the script file is created, make sure that the [Link] file is located in the
SmartPlant Instrumentation home folder.
Run the SQL*Plus utility.
Connect as the System Manager.
In the SQL*Plus utility, run the following set of commands:
SET ECHO OFF
SET SCAN OFF
SPOOL C:\TEMP\[Link]
@<SmartPlant Instrumentation home folder>[Link]
COMMIT;
SPOOL OFF
See Also
Setting Up a Database for Oracle Common Tasks (on page 13)
SmartPlant Instrumentation Database Setup for Oracle (on page 11)
Oracle Database Server Tablespaces for SmartPlant Instrumentation (on page 11)
19
See Also
Setting Up a Database for Oracle Common Tasks (on page 13)
SmartPlant Instrumentation Database Setup for Oracle (on page 11)
Oracle Database Server Tablespaces for SmartPlant Instrumentation (on page 11)
20
SECTION 3
During the database setup, the INTOOLS_ENGINEER role receives system privileges and
privileges for database objects included in the Admin schema. These objects are shared for
all domains you initialize. When initializing a new domain, other database schemas of
SmartPlant Instrumentation receive the INTOOLS_ENGINEER role.
If your SmartPlant Instrumentation database is created in an SQL Server named instance,
make sure that in the [Database] section of the [Link] file the servername parameter
value is as follows:
servername=<Server Windows name>\<named instance>
21
Parameter
Admin Datafile
Index Datafile
Log Datafile
Filegroup name
primary
intools_dba_index
log
intools_pr.db
intools_ix.db
intools_l.db
File size
15 MB
5 MB
50 MB
Administration data (admin data files and index data files), SmartPlant Instrumentation database
log file and history data are based on four filegroups: two SmartPlant Instrumentation default
filegroups and two SQL Server filegroups. The SQL Server filegroups cannot be edited. The
default total file size in these filegroups is 70 MB. Each filegroup is based on an auto-extended
data file. Such a file automatically extends to the limits of your disk.
The following table lists important statistical data that you can use as a guide when selecting the
domain file sizes (the disc space required for such a domain is 650 MB):
Item Types
Quantity (Average)
Instrument tags
45058
Loops
16616
1381
Device panels
11384
Junction boxes
504
Marshaling racks
Cabinets
36
108
Channels
16880
Specifications
111
P&ID drawings
855
Lines
3132
The above item type quantities populate a domain whose file sizes are as follows:
22
Log Datafile
15 MB
350 MB
50 MB
5 MB
180 MB
Make sure the total file size that you specify does not exceed the available empty space on
your selected disks. The default is 70 MB, which includes the size of the file for the
recommended initial size of the Admin data and indexes, and SmartPlant Instrumentation
database Log file
Each of the file names must be a legal name. Each file name must be unique within your
database. Special characters are not supported.
See Also
SmartPlant Instrumentation Database Setup for Oracle (on page 11)
SmartPlant Instrumentation Database Setup for SQL Server (on page 21)
23
24
The logon name can only start with a letter and may not contain spaces. You can use
an underscore (_) to indicate a space.
If this is the first database setup session for SmartPlant Instrumentation 2009 in the
current SQL Server database, the logon name must be unique in the SQL Server
database server.
If this is not the first database setup session, you can use an existing Admin schema
logon name but in this case, you must also use the existing Admin schema logon
password. You can only use an existing Admin schema logon name if the password in
that Admin schema is different. For example, if in another SmartPlant Instrumentation
database, the Admin schema logon name is IN_DBAMN, and the password is also
IN_DBAMN, you cannot use IN_DBAMN for the Admin schema in the new SmartPlant
Instrumentation database.
If you want to define a new logon name, you must also define a new logon password,
different from the logon name.
7. Accept the default Admin schema logon password SPI_DBA or modify the password as you
require, provided that you type a setting that is different from the Admin schema logon
name.
The logon password can only start with a letter and may not contain spaces. You can
use an underscore ( _ ) to indicate a space. If you want to encrypt the password, see
Encrypt the Admin Schema Logon Password (on page 90).
If this is the first database setup session for SmartPlant Instrumentation 2009 in the
current SQL Server database, the logon password must be unique in the SQL Server
database server.
If this is not the first database setup session, you can either use the existing Admin
schema logon password or type a new password. If you want to use the existing
password, you must also use the existing logon name. If you want to define a new
password, you must also define a new logon name.
The software automatically converts all the password characters to upper case. This
means that after completing the database setup, if you need to connect to the
SmartPlant Instrumentation database externally, you must enter the Admin schema
logon password using upper-case characters.
8. In the subsequent boxes, accept the default parameters or modify them as needed.
If you change the default file size definitions, make sure the total file size that you
specify does not exceed the available empty space on your selected disks. The default
is 70 MB, which includes the size of the file for the recommended initial size of the
Admin data and indexes, and SmartPlant Instrumentation database log file.
Each of the file names must be a legal name.
Each file name must be unique within your database. Special characters are not
supported.
9. Click OK and make sure the database setup process is completed successfully.
If the database setup process is not successful, you cannot use the SmartPlant
Instrumentation database and must manually clean up the SQL Server database before
running the DB Setup Utility again. For details, see Clean Up the SQL Server Database (on
page 26).
On SQL Server 2005, the DB Setup Utility automatically clears the Enforce password
policy check box for each SmartPlant Instrumentation schema login created in the
instance. If your company policy requires that this check box is selected, after completing
the database setup, select the Enforce password policy check box for each of the
SmartPlant Instrumentation logins, that is: SPIsuper and SPI_login, which are created
automatically and shared for all SmartPlant Instrumentation databases, and Admin schema
login, whose name you defined during the current database setup. You will have to select
the Enforce password policy check box every time you create other logins for SmartPlant
Instrumentation schemas. The Domain schema and View-Only Domain schema logins are
created when initializing a domain; the As-Built schema login when creating an owner
operator domain; the Project and Combined Project schema logins when creating a
project. For details about database schemas, in the SmartPlant Instrumentation
Configuration and Maintenance Guide, see SmartPlant Instrumentation Database Technical
25
26
SECTION 4
You can only back up data to the backup repository once from a single domain or
project. Therefore, to be able to make several backups, you need to have several copies of
the original Intools_backup.db database. If you have already used Intools_backup.db for a
backup and did not make a clean copy of Intools_backup.db, you can obtain another
Intools_backup.db by installing on another machine and then using it as a source for making
copies. The name of the clean copy must always be Intools_backup.db.
The backup repository and its copies are only compatible with the current version of
SmartPlant Instrumentation. After you install a new service pack for the current version, you
can only use the backup repository that is supplied with the service pack.
When backing up a domain, the software does not back up the audit trail data from the
CHANGES_LOG table.. Therefore, before performing the domain backup, you must make
sure that you trimmed all the audit trail data. Then, you can back up the trimmed audit trail
data manually. For details, see Backing up Files Containing Audit Trail Data. (see "Backing
Up Files Containing Audit Trail Data" on page 32)
When you back up a domain, the software records the backup session information in the
[Link] file. The software creates this file in the SmartPlant Instrumentation home folder
when you initialize your first domain, and then, uses this file for recording information during any
subsequent initialization or backup session. Information in this file includes information about
errors that can occur when backing up data into the Domain schema of the INtools_Backup.db
database.
The backup procedure involves the following sequence of operations:
1. Connecting to the target Sybase Adaptive Server Anywhere database
2. Connecting to the database containing a domain you want to back up
3. Selecting a domain for backup
4. Backing up the domain to the backup repository
27
Back Up a Domain
This procedure enables the System Administrator to select an existing domain on the server
database on SQL Server or Oracle and then back up this domain to the backup repository. The
backup repository is the INtools_Backup.db database, which is a Sybase Adaptive Server
Anywhere database, created automatically during SmartPlant Instrumentation setup. For more
information, see Back Up a Domain (on page 28).
Back Up a Domain
If you work in thin client environment, for example, Citrix, you must copy the [Link] file to
the SmartPlant Instrumentation home folder on the server machine to be able to perform a
backup procedure. On backup completion, remove the [Link] file from the server
machine.
If you want to back up a domain in Windows Vista or in Windows 7, you might need to
temporarily turn off the User Account Control in Windows Vista. For details, see
Workaround for an Initialization Problem in Windows Vista and Windows 7 (on page 60).
1. With the System Administration window open, click File > Backup.
2. On the Backup Repository dialog box, click Browse to select the Intools_backup.db
database file, and display it in the Target database name and path box.
3. Click Connect to connect to the backup repository and to the current database.
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The name of the backed up domain is Intools_backup. The Domain schema name and
passwor