Configure Smart Instrumentation for Integration - Intergraph Smart Instrumentation - 13.1 - Administration & Configuration - Hexagon PPM

Intergraph Smart Instrumentation Administration

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English (United States)
Product
Intergraph Smart Instrumentation
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Administration & Configuration
Smart Instrumentation Version
13.1
  1. Log on as System Administrator to the Administration module of Smart Instrumentation.

  2. On the Open Administration Module dialog box, select System Administrator.

    On an Oracle platform, if using a single Oracle instance, the schema names, tablespace names, and user names must be unique in each tool and in SmartPlant Foundation.  For example, if the schema name in SmartPlant Foundation is Site 1, the Smart Instrumentation domain name cannot also be Site 1.

    It is not required to initialize the domain to be used with integration from the Intoolsef.ddti file; however, it is helpful to do so for initial mapping purposes.

  3. To initialize a new domain, do the following:

    1. Click File > Initialize.

    2. Type the appropriate domain information in the Domain, Domain schema name, and Domain schema password text boxes. The View Only Domain Schema password text box is filled automatically.

    3. Click Source.

    4. Select the required database type from the Database type list.

    5. Click Browse.

    6. Click the Intoolsef.ddti database file and click Open.

    7. Select INITIALTEF from the Domain list.

    8. Click OK on the Source Data Connection dialog box.

    9. Click OK on the Initialize Database dialog box.

    10. On the Domain Tablespace Definition dialog box, change any settings if necessary and click OK.

  4. Click File > Domain Definition.

  5. In the Domain Definition window, select the domain.

  6. On the Module Toolbar, click Edit Edit icon 16bit.

  7. Beside Path for SmartPlant XML files, click Browse to navigate to the location of the Smart Instrumentation map files: ContextMap.xml and IntoolsMap.xml.

    • The Smart Instrumentation map files must be located in a path that all users in an integrated environment can access using the same drive letter mapping.

      After an upgrade, any XML files not located in <Smart Instrumentation home folder>\XML\ are not upgraded and must be manually upgraded.

    • By default, when you install Smart Instrumentation, these files are placed in the path <Smart Instrumentation home folder>\XML\.

    • If you are using SmartPlant Foundation versions 2007 or 2008, you must replace the ContextMap.xml file in the <Smart Instrumentation home folder>\XML\ folder with the ContextMap.xml <Smart Instrumentation home folder>\XML\Backup folder. By using the ContextMap.xml in <Smart Instrumentation home folder>\XML\Backup folder, the software properly publishes documents.

  8. Save the changes and then close the Domain Definition window.

  9. Define an IDEAL user as follows:

    1. On the Module Toolbar, click Department and if no departments exist, define a new department.

    2. Click User and define an IDEAL user.  For details, see Define an IDEAL User.

       At least one valid Smart Instrumentation user must be defined as an IDEAL user to enable view files to be generated. The publish operation uses the IDEAL user information to create view files, regardless of the user who publishes the document. XML files are generated whether or not an IDEAL user is defined.

  10. Click File > Close.

  11. From the Administration window, click File > Open.

  12. On the Open Administration Module dialog box, select Domain Administrator and select the domain, configured for an integrated environment.

  13. Click DBA > Data Maintenance > Register Items.

  14. Create a plant hierarchy in Smart Instrumentation to match the source plant hierarchy of each plant for which you want to retrieve or publish data.  For details, see Retrieve a Plant Hierarchy.

  15. Register each Smart Instrumentation plant that you want to use in an integrated environment.  For details, see Register a Plant.

    SHARED Tip If you create a new plant, you should rename it and all its plant hierarchy items to exactly match the plant hierarchy items that you want to map to in SmartPlant Foundation (the names are case-sensitive).  After that, you just need to register Smart Instrumentation, retrieve the plant hierarchy from SmartPlant Foundation, and correlate the two plant hierarchies.

  16. Log on to Smart Instrumentation as the IDEAL user and define the necessary settings for working in an integrated environment.  For details, see Define Preferences Settings for an Integrated Environment.