Creating the 2D Project - PDS - Installation

Plant Design System (PDS) Project Setup Technical Reference

Installation & Upgrade

After the 3D project creation has completed, the 2D project creation starts automatically if PID Project was selected when you clicked on the Create Project dialog box. First, additional 2D-related tables are added to the PD schema.

After creating the additional tables in the PD schema, the Site/Project Name must be completed in the PDS 2D Project Manager form. Other fields in this form are completed automatically based on the project information supplied when the 3D project was created.

After entering the Site/Project Name, the PDS 2D Application Manager form displays.

This form is described in the PDS 2D System Setup Guide. As part of the 2D project creation, the first three buttons are used.

The PDS 2D reference data must be seeded first. Click Seed Reference Data to display the Seed Reference Data form.

Press TAB to move from field to field in these forms rather than pressing RETURN.

From the Seed Project Number list, you can select exd_English or Translated RDB. Selecting exd_English copies new PDS 2D reference data from the local node to the specified directory. Selecting Translated RDB makes entries in the PD schema that point to the location of existing reference data (that may have been translated from an older version). Click to copy over the PDS 2D reference data to the specified directory. The PDS 2D reference data occupies approximately 12MB.

When finished, click PID from the Application list in the PDS 2D Application Manager form. Click exd_English, and modify the Reference Database Path to point to the 2d\pid directory. Click to copy the PDS 2D PID reference data. The PDS 2D PID reference data occupies approximately 11MB. When finished, click PFD as the application, modify the Reference Database Path to point to the 2d\pfd directory, and repeat. The PDS 2D PFD reference data occupies approximately 7MB.

After seeding the reference data, the associated schemas can be created. The PDS 2D application does not require an additional schema---its tables are stored in the PD schema. However, not all 2D tables are added to the PD schema as a result of starting the 2D project creation process. Select PDS 2D from the PDS 2D Application Manager form. Then click Create Tables to add the additional 2D tables to the PD schema.

Click PID on the PDS 2D Application Manager form, and then click Create Schema. You are asked if you want to create a Task or Master schema.

The Task schema is the working copy of the design data for a project, while the Master schema is an approved copy of the task schema which is frozen at some point in time. With the toggle set to Task, click to display the Create Schema dialog box for the PID Task Schema. It is similar to the Create Schema dialog boxes seen earlier in the project creation process, and is completed in a similar manner.

The 2D schema name is not entered into the Create Schema dialog box automatically---be sure to enter the prefix that corresponds with the schema type being created (for example, pid_ for the PID Task schema). Also be especially cautious when entering information to create ALL 2D schemas---if the wrong information is entered, you are returned to the 3D Create Project form!

The following chart is provided to assist in the creation of the 2D schemas. The list is sorted according to the order of the applications in the drop down list:

Schema Name

Schema Prefix

Project Control

PD_ (will already exist if 3D project has been created)

* Project Control Backup


PID Task


* PID Task Backup


PID Master


* PID Master Backup


PFD Task


* PFD Task Backup


PFD Master


* PFD Master Backup


IN Task


* IN Task Backup


IN Master


* IN Master Backup


INR Task


* INR Task Backup


INR Master


INR Master Backup


(*) indicates that this schema is usable only by PDS 2D 6.1 or higher. N/A indicates that this schema need not be created.

After the PID schema has been created, click Create Tables from the PDS 2D Application Manager form. The Task/Master toggle form displays again. Set the toggle to Task. Click to initiate the creation of the tables in the PID Task schema. You receive feedback as each table is created.

With PID still selected as the application, click Create Schema again. This time, set the toggle to Master, and click to display the Create Schema dialog box for the PID Master schema. Complete this dialog box, click Apply to create the schema, and then create the database tables, making sure the toggle is set to Master.

If you leave the toggle set to Task and click Create Schema, the software informs you that this schema has already been created. If you add tables to a schema that has already had its tables created, the software sees that they exist and does not re-create them.

After creating the PID Task and Master schemas, click PFD as the application, click Create Schema, and create the PFD Task schema. Click Create Tables, and set the toggle to Task. Click to create the Task tables. You must create the PID Master schema before you create and PID Master tables. Click Create Tables again, and set the toggle to Master. Click to create the Master tables.

Use the PDS Project Creation Workbook, to track the creation of the 2D schemas and the addition of tables to these schemas.

Click IN as the application, and create the IN Task and Master schemas as well as the tables for each schema. Click INRDB as the application, and create the inrdb Task schema. In a similar manner, other 2D schemas can be created as required. Any schema not created now can be added in the future. Note, there is no need to create the INRDB Master schema.

Project Creation Requirements for Using SmartPlant to IDM Data Transfer

If you intend to transfer data between the SmartPlant P&ID and IDM applications, there are special project setup requirements that must be met before using this feature. Refer to the SmartPlant P&ID to IDM Transfer section of the PDS IDM User's Guide for details.