SmartPlant Foundation uses file servers to store files for objects that exist in the SmartPlant Foundation database. Files for objects are stored on the file server in a vault. For more information, see Set up virtual directories for a remote file server.
File server setup tasks
To set up file servers for SmartPlant Foundation, you must do the following on each file server computer:
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Install prerequisite software on the file server (including any Microsoft Office applications that are needed to view documents).
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Install the SmartPlant Foundation File Service software. See Install the File Service software.
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Configure file services on the server:
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If the file server resides on the SmartPlant application server, perform the site creation procedure, which will create the file service site. See Set up product software on a new server.
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If the file server is remote, configure the virtual directories that support file services. See Set up virtual directories for a remote file server.
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Configure vaults on the file server in SmartPlant Foundation Desktop Client:
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Create a new host for your file server. See Setting up a host for the file server.
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Configure vaults on the file server, relating the vault to the new host. See Create a new vault.
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Configure document management for the vault by relating the vault to groups or a configuration level. See Configure document management for a vault.
For more information on configuring vaults, refer to Vault configuration.
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Set up file replication, if needed, to copy files from the main SmartPlant Foundation file server to the replicated file server using third-party file replication software. You can set up the replication software to perform constant synchronization or periodic synchronization. For more information, see the documentation for your replication software.