pdsinstall checklist

Unless otherwise specified, the topics listed in the Additional Resources column can be found in the Project Setup Technical Reference .

Prepare PDS Servers

Task Number User Role Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

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1.0 PDS Load Operating System on PDS Servers

PDS requires a variety of server functions, as detailed in the procedures below. An individual computer can perform one or all of these functions, or a combination of several functions. Intergraph recommends using separate computers for each function, if possible.

1.1 PDS Install Windows 2003 Server SP1 on the PDS Server. You can download the service pack from the Microsoft web site. If you are using Windows 2000 Server software, skip this section and go to Task Number 1.2.

1.2 PDS Install Windows 2000 Server SP4 on the PDS Server.You can download the service pack from the Microsoft web site. If you are using Windows 2003 Server software and have completed Task Number 1.1, skip this section and go to Task Number 2.0.

2.0 PDS Configure PDS Servers These steps are required for all PDS servers.

2.1 PDSAdd to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share.

This registry entry is required for proper operation of the RIS Client.

2.2 PDSAdd to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1.

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder.

This key is case sensitive.

2.3 PDSModify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WINREG registry entry.

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference.

There are three recommended methods for modifying this key. You can the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method, adding allowed paths to the WINREG key.

To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry.

2.4 PDS Make sure that the Temp and Tmp environment variables for users and system point to c:\temp.

To modify environment variables, open System in the Windows Control Panel, select the Advanced tab, and then click Environment Variables.

It is also necessary to complete this step on each user's workstation before using PDS.

2.5 PDS Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control.

Configure License ServerTask

Number User Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

3.0 PDS Install SmartPlant License Manager 09.00.03.00 on the site license server. The license server controls licensing for PDS.

See the SmartPlant License Manager Installation and Configuration Checklist. (SPLMInstall_Checklist.xls)

Plant Design System (PDS) Installation & Configuration Checklist

Software Versions: PDS 8.0 SE

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Configure PDS Database Servers


4.0 PDS Prepare the PDS Database Server.The database server contains the database software and the data files for the PDS projects.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS Database server.

5.0 PDS Install Oracle Software and Set Up the PDS Database Server and PDS Database.

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 8.0.

5.1 PDS Create an operating system user for RIS in the Local Administrator group. This step is required for the RIS software to be able to access the Oracle database.

5.2 PDS Install the Oracle 10gR2 (10.2.0.1 or 10.2.0.2) software on the PDS Server. Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the Oracle setup screens.

5.3 PDS Select the Advanced Installation and Custom Installation Type options. In order to avoid creating unnecessary tables and data in your database, make sure that you do not select the option for creating a seed or starter database.

5.4 PDSOn the Available Product Components screen, the following components can be omitted: Enterprise Edition Options, Oracle Development Kit, and Oracle 10g Windows Documentation.

5.5 PDS Select Yes on the Create Database screen.

5.6 PDS In the Net Configuration Assistant, fill the Perform Typical Configuration check box. The Net Configuration Assistant launches automatically when the Oracle software installation is complete.

5.7 PDS Specify the Global Database Name/SID. If you are using PDS in an integrated environment with SmartPlant authoring tools, you should consider using separate database instances for the PDS and SmartPlant databases.

5.8 PDS Select Configure the Database with Enterprise Manager.

5.9 PDS Set the passwords for SYS and SYSTEM. You can either set the same password for all users or set a different password for each user.

5.10 PDS Select File System as the Storage Option.

5.11 PDS Select Custom on the Initialization Parameters screen.

5.12 PDS On the Database Storage screen, set the extension properties for each tablespace.

Be sure to match the extension properties for your database to your hardware setup. For example, make sure that you have enough space on your hard disk drives to accommodate the eventual size of your database over the course of the project.

Intergraph recommends that you turn off Autoextend for all tablespaces, with the possible exception of the Users tablespace.

To turn off Autoextend, double-click the tablespace row on the General tab, select the Storage tab, and clear the Autoextend check box.

5.13 PDS On the Database Storage screen, modify the settings for the System tablespace according to your installation needs.

Intergraph recommends the following settings:

On the Storage tab:Managed in the DictionaryInitial 100 KBNext 100 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

5.14 PDS On the Database Storage screen, modify the settings for the Temp tablespace according to your installation needs.


On the General tab:Change the name to temp_segsChange the size to 30 MB

On the Storage tab: Managed in the DictionaryInitial 100 KBNext 100 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

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5.15 PDS On the Database Storage screen, modify the settings for the Users tablespace according to your installation needs.


On the General tab:Change name to pdsChange the size to 300 MB

On the Storage tab:Managed in the DictionaryInitial 50 KBNext 50 KBMinimum Size 0 KBIncrement Size by 1%Minimum Number 1Maximum number 121

5.16 PDS On the Database Storage screen, delete the Index tablespace if it exists.

5.17 PDS Depending on your company and project requirements, create additional tablespaces as needed.

For example, you may wish to create separate tablespaces for each project, or for each schema within a project.

5.18 PDS On the Creation Options screen, fill the Create Database checkbox.

6.0 PDS Create Schema User Names.

You can use the create.sql script delivered in ..\PDSHELL\sql\oracle to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1. You can run this script in the SQL Worksheet utility delivered with Oracle.

If you are using MSSQL Server 2005 as your database software, skip this section and go to Task Number 8.0.

6.1 PDS Log in to SQL Plus as the RIS user created in step 5.1.

6.2 PDS Create Oracle user names for each schema.

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one Oracle user for each schema.

The following command will create a user named pd_proj1:grant connect, resource to pd_proj1 identified by pd_proj1;

Substitute the name of your project for proj1.

6.3 PDS For each user, change the default tablespace to pds and the temporary tablespace to temp_segs.

The following command will set the appropriate tablespaces for user pd_proj1:alter user pd_proj1 default tablespace pds temporary tablespace temp_segs;

Substitute the name of your project for proj1.

6.4 PDSChange permissions on the Oracle installation folder to allow Read and Execute, List Folder, and Read access to the operating system user specified when creating the RIS schema.

7.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.

7.1 PDS Install RISORADS 06.00.00.01 from the product CD. This step is only necessary if you are using Oracle database software in a data server configuration. If you are using Oracle database software in a net server configuration, skip to the next step.

7.2 PDS Install RISORANS 06.00.00.01 from the product CD. This step is only necessary if you are using Oracle database software in a net server configuration. If you are using Oracle database software in a data server configuration, perform the step 7.1 instead.

8.0 PDS Install MSSQL Server 2005 software on the PDS Server If you are using Oracle 10gR2 as your database software and have completed Task Numbers 5.0 through 7.0, skip this section and go to Task Number 12.0.

8.1 PDS Install MSSQL Server 2005 SP1 on the PDS server. Except for the specific instances noted in this procedure, you can click Next to accept the defaults on the SQL Server setup screens.

8.2 PDS On the Services Accounts screen, select Use the same account for all services and Use local system account.

8.3 PDS On the Authentication Mode screen, select Mixed Authentication Mode.

8.4 PDS When the installation is complete, reboot the server.

9.0 PDS Configure SQL Server Database Software and create database on the PDS Server

9.1 PDS Open SQL Server Database Management Studio. Click Start > Programs > Microsoft SQL Server 2005 > Database Management Studio.

9.2 PDS In the Server Group list, right-click your server and click Properties.

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9.3 PDS On the General tab, verify that Autostart SQL Server and Autostart SQL Server Agent are checked.

9.4 PDS On the Memory tab, specify the memory settings for your server.Intergraph recommends using Dynamic Allocation with an upper limit based on the total amount of memory on the server. This setting can be adjusted depending on the actual load placed on the server.

9.5 PDS Update the properties for the master database.

On the server listing, expand the Databases list, right-click the master database, and click Properties.

Intergraph recommends the following settings:General TabSpace Allocation of at least 20 MB.Automatically grow file setting disabled.

Transaction Log TabData File size of at least 5 MBAutomatically grow file setting disabled

Options TabTruncate log on checkpoint setting enabled

9.6 PDS Update the properties for the model database.

On the server listing, expand the Databases list, right-click the model database, and click Properties.

Intergraph recommends the following settings:General TabAutomatically grow file setting disabled.

Transaction Log TabAutomatically grow file setting disabled


9.7 PDS Update the properties for the tempdb database.

On the server listing, expand the Databases list, right-click the tempdb database, and click Properties.

Intergraph recommends the following settings:General TabData file size of at least 10 MBAutomatically grow file setting disabled.

Transaction Log TabAutomatically grow file setting disabled


9.8 PDS Create a new database named pds. Click Actions > New Database.

9.9 PDS Update the properties for the pds database.

On the server listing, expand the Databases list, right-click the pds database, and click Properties.

Intergraph recommends the following settings:General TabInitial size of at least 100 MBAutomatically grow file setting disabled.

Transaction Log TabInitial size of at least 20 MBAutomatically grow file setting disabled


10.0 PDS Create Schema User Names

You can use the create.sql script delivered in ..\PDSHELL\sql\mssql to create these user names automatically. If you plan to use this script to generate your user names, you must edit the script to include your project name instead of the default proj1. You can run this script in the Query Analyzer utility delivered with SQL Server.

If you are using Oracle 10gR2 as your database software and have completed Task Numbers 5.0 through 7.0, skip this section and go to Task Number 11.0.

10.1 PDS Open the Query Analyzer. Click Start > Programs > Microsoft SQL Server 2005 > Query Analyzer.

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10.2 PDS Create logins and user names for each schema.

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . There must be one SQL user for each schema.

For each schema, use the following series of commands in the Query Analyzer, substituting the name of your project for proj1:sp_addlogin pd_proj1, pd_ proj1, pdsgouse pdsgosp_adduser pd_ proj1, pd_ proj1gogrant all to pd_ proj1go

These commands create a schema login, associate the login with the pds database, create a user name identical to the login, and grants the user privileges to create and delete objects in the database

11.0 PDS Install RIS Software on the PDS Database Server When installing software for PDS servers, make sure there are no spaces in the path names.11.1 PDS Install RISMSFDS 05.06.00.02 from the product CD.

Configure PDS File Servers


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12.0 PDS Prepare the PDS File Server

The file server contains the models, drawings, reports, and other files used in the project.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS File server.

The PDS File server requires no additional setup, but you should make sure that the File server has ample disk space for the expected project footprint.

Configure PDS Print/Plotting Servers


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13.0 PDS Prepare the PDS Print/Plotting ServerThe plot/print server routes printing and plotting jobs to attached printers and plotters.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS Print/Plotting server.

14.0 PDS Set Up the PDS Print/Plotting Server When installing software for PDS servers, make sure there are no spaces in the path names.

14.1 PDS Set up shared printers and plotters. These printers and plotters can be physically connected to the server, or they can be connected to the server over the network.

14.2 PDS Install InterPlot Server 10.02.00.08.This product is available from Bentley Systems and delivered separately from PDS.

If necessary, specify c:\temp as the location to save files.

14.3 PDS Install InterPlot Client 10.02.00.08.This product is available from Bentley Systems and delivered separately from PDS.

If necessary, specify c:\temp as the location to save files.

Configure PDS Process/ISOGEN Servers


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15.0 PDS Prepare the PDS Process/ISOGEN ServerThe process server performs batch processing and model interactions. The ISOGEN server performs isometric drawing generation.

Make sure that you have performed tasks 1.0 and 2.0 on the PDS Process/ISOGEN server.

16.0 PDS Set Up the PDS Process/ISOGEN Server When installing software for PDS servers, make sure there are no spaces in the path names.

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16.1 PDS Create a new operating system user for Batch Services.

You can create a new user named PDSBATCH exclusively to run batch jobs. This user should have the same permissions as a user account used by a project manager.

If site security policies allow it, you may want to set the password for this user never to expire. An expired password on the user account specified in this step could prevent batch jobs from running.

16.2 PDS Log in as the user created in the previous step, and set the Temp and Tmp user and system environment variables for this user to point to c:\Temp. See step 2.5.

16.3 PDS Map the AT Service Account to the user created in step 16.1. To set the AT Service Account, open the Scheduled Tasks folder in the Control Panel, and then click Advanced > AT Service Account in the Scheduled Tasks window.

16.4 PDS Install MicroStation J 07.01.05.03.

This product is available from Bentley Systems and delivered separately from PDS.

PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup Type instead.

16.5 PDS Install SmartPlant License Manager 09.00.03.00 from the product CD.

The details for this procedure step depend on your specific site configuration:

If you are using the same computer as the PDS server and the licensing server, you must install SmartPlant License Manager Server on that computer.

If you are using the PDS server purely as a database server, SmartPlant License Manager is not required on the server.

If you are using the PDS server for processing, and you are using a different computer as the licensing server, you must install SmartPlant License Manager Client on the PDS server.

For more details, refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

16.6 PDS Install Batch Services 05.00.00.29 from the product CD.

16.7 PDS When prompted, enter your PDS serial number.

16.8 PDS Change the installation path to C:\WIN32APP\INGR\NTBATCH.

16.9 PDS When prompted, click Yes to allow batch jobs to have access to the desktop.

16.10 PDS When prompted, specify the Windows user account that will be used to run batch jobs. Use the user name created in step 16.1

16.11 PDS Install ISOGEN server from the product CD.

This step is only necessary if you intend to use ISOGEN to generate isometric drawings

Depending on your setup and processing volume, you may want to set up a separate server for isometric drawing generation. In this case, perform steps through on the main process server, and then perform steps through on the ISOGEN server.

Set Up PDS Workstations


17.0 PDS Install Prerequisite Software on the PDS Workstation You must install the prerequisite software in the order in which it is listed.

17.1 PDS Install MicroStation J 07.01.05.03.

This product is available from Bentley Systems and delivered separately from PDS.

PDS does not support the Minimum Setup Type for MicroStation. Use the Typical or Complete Setup Type instead.

17.2 PDS Install RIS Client 05.07.00.07 from the product CD.

17.3 PDS Install Adobe Reader 7.0 from the product CD. This software is required to view the Software License Agreement.

17.4 PDS Install Batch Services 05.00.00.29 from the product CD.

17.5 PDS Install InterPlot Client 08.05.01.21.This product is available from Bentley Systems and delivered separately from PDS.

This step is only necessary if print/plotting jobs will be sent from this workstation

18.0 PDS Prepare the PDS Workstation These steps are required for all PDS workstations.

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18.1 PDSAdd to the registry a new string value named HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Common, with a value of c:\win32app\ingr\share.

This registry entry is required for proper operation of the RIS Client.

18.2 PDSAdd to the registry a new DWORD value named HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Command Processor\DisableUNCCheck, with a value of 1.

This registry entry is required in order to avoid problems when more than 10 users attempt to access a shared folder.

This key is case sensitive.

18.3 PDSModify the HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurePipeServers\WINREG registry entry.

This modification is required in order for PDS to be able to resolve node names and paths into UNC paths for non-administrator users. For more information, please refer to the PDS Project Setup Technical Reference.

There are three recommended methods for modifying this key. You can the shares on the server to the allowed paths in the WINREG key, grant access permissions to certain users or user groups from within the Registry Editor, or delete the WINREG key. Intergraph recommends the first method, adding allowed paths to the WINREG key.

To add all allowed paths, add System\CurrentControlSet\Services\LanManServer\Shares as the value for the AllowedPaths key in the WINREG entry.

18.4 PDS Make sure that the Temp and Tmp environment variables for users and system point to c:\temp.

To modify environment variables, open System in the Windows Control Panel, select the Advanced tab, and then click Environment Variables.

18.5 PDS Create the c:\temp folder, share the folder as temp, and change permissions on the folder to allow everyone full control.

19.0 PDS Install and Configure SmartPlant License Manager on the PDS Workstation

19.1 PDS Install SmartPlant License Manager Client 09.00.03.00 from the SmartPlant License Manager CD.

Refer to the SmartPlant License Manager Installation Checklist and the SmartPlant License Manager User's Guide.

19.2 PDS Synchronize the workstation system clock with the server system clock.Run the following statement from the command line to synchronize the workstation clock:

net time /set \\server_name

19.3 PDS Specify a SmartPlant License Manager server.To specify a license server, open SmartPlant License Manager, double-click Configure and Test > Select License Server for Client, and then either type the license server name or browse to a license server.

20.0 PDS Install and Configure PDS 8.0 SE Software on the PDS Workstation

20.1 PDS For each PDS module, specify the installation type and installation location.

In most cases, you should select Local mode for all PDS modules. Refer to the Project Setup Technical Reference for details on installing software in Client or Server mode.

Any system from which projects will be created must have all required products installed locally on the same drive as the project file. See Task 21.0 below.

Make sure that the installation path does not contain any spaces. Intergraph recommends that you install PDS in c:\win32app\ingr.

PD_Shell is required on all PDS workstations. Other PDS modules may be installed based on the function of the workstation. For example, if a workstation is to be used for 3D piping, installing the Drawing Manager software may not be necessary.

20.2 PDS Specify the PDS 3D Control File.

To specify a control file, click Start > All Programs > PD_Shell > PDS Configure.

You can also create a pds.cmd file in a central location, and then point each workstation to that file using the PDS 3D Control File dialog box.

20.3 PDS Specify the location of the schema file.

To specify a schema file, click Start > All Programs > RIS version number > RIS Schema Manager.

You can also create a parms file in a central location, and then copy the file to each workstation. In this case, you should create a RIS_Parameters path in the user environment variables on the workstation, and make sure that the parms file resides in the location specified by the variable.

20.4 PDS Create PDS batch queues.

Click Start > Programs > PD_Shell > PDS Queue to create batch queues. Select Enable all for configuration and select the queues you want to create.

If you have not done so, the system will prompt you to create batch queues the first time you start PDS.

Create a PDS Project

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21.0 PDS Create a PDS Project

While this procedure uses the PDS Express Project Creation utility, PDS projects can also be created manually. In such cases, you must also create the project folder structure and the database schemas manually. For more information on manual project creation, refer to the PDS Project Setup Technical Reference.

This procedure creates a default training project, which is not a production-ready project.

For more details on using Express Project Creation, refer to the PDS Express Project Creation Quick Start Guide.

21.1 PDS Create and share a folder for the project file. The project file specifies the locations of PDS projects on the server.21.2 PDS On the drive containing the project file, share the drive using its drive letter. For example, if the project file is located in E:\projfile, share the E: drive, and name the share E.

21.3 PDS Specify the location of the project file. Click Start > All Programs > PD_Shell > PDS Configure. In the PROJ_FILE field, enter the folder created in the previous step. In the PROJ_ADDR field, enter the name of the file server.

21.4 PDS Open Express Project Creation. To open Express Project Creation, click Start > All Programs > PD_Shell > Express Project Creation.

21.5 PDS Select New User Mode.

You can create projects in New User mode or in Advanced User mode. New User mode installs the project files, libraries, and other data in their default locations. Advanced User mode allows you to specify the location and file structure for the project.

This document assumes use of the New User mode. The procedure for using Advanced User mode is largely similar, with the addition of the screens for location and file structure specification.

21.6 PDS Specify the details for the new project.

21.7 PDS Select Create New Schema for the Piping Approved RDB Schema and the Piping Unapproved RDB Schema.

21.8 PDS Specify the units of measure for the project and for nominal piping diameters (NPD).

21.9 PDS Specify details for the Project Control schema.

Click Get Client Address to supply the IP address for the server.

Click Display Databases to select the database name and populate the Database fields.

For the Database Username and Password, enter the appropriate database user name created in Task 6.0 (for Oracle databases) or Task 10.0 (for MSSQL databases).

For the OS Username and Password, enter the operating system user name that should be used when accessing the database. This user name was created in step 6.1 (for Oracle databases) or step 10.1 (for SQL databases).

21.10 PDS Repeat the previous step for each additional schema.

PDS uses the following schemas: PD_projectname , DD_projectname , RA_projectname , RU_projectname , EE_projectname , RE_projectname , PRJ_projectname , HRF_projectname , and MTO_projectname . Express Project Creation creates each of these schemas in turn, except for the MTO_projectname schema, which is created the first time you run Material Data Publisher.

Each schema must use the same OS Username and Password as specified in the previous step.

21.11 PDS Specify the server name and drive letter for the project and for the DesignReview/SmartPlant Review workstation. This step is only necessary if you intend to use SmartPlant Review.

21.12 PDS If necessary, specify details for any FrameWorks sub-projects. This step is only necessary if you intend to use FrameWorks Plus for structural design in the project.

Create an HVAC Project22.0 PDS Create an HVAC Project22.1 PDS Make sure that PARNU and PE-HVAC are installed on the workstation.22.2 Create the prj_project and hrf_project schema users in your database. For Oracle databases, see Task 5.0. For MSSQL databases, see Task 8.0.

22.3 PDS Create an HVAC project folder on the file server. If you are creating the project from a computer other than the file server itself, you will need to map a drive to the appropriate drive letter on the file server.

22.4 PDS Change the working folder for PARNU to match the HVAC project folder. Right-click the PARNU.exe file in the ..\parnu\bin folder, click Properties, and modify the path in the Start in field.

22.5 PDS In PARNU, create an HVAC project in the HVAC project folder. Open PARNU, and in the Project Environment dialog box, click Create. Specify the details for your project in the Create Project dialog box.

22.6 PDS Copy the envar.txt file from the pehvac\support folder into the PDS project folder.

22.7 PDS Modify the envar.txt file in the project folder to point to the correct reference data for your project.

22.8 PDS In PARNU, create the prj_project schema. In the Project Environment dialog box, click Database > Create > Create Schema. Replace project with your project name. See step 21.9 for details on using the Create Schema form.

22.9 PDS Specify the location of the HVAC project file.Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the HVAC_PROJ_PATH field, enter the folder containing the HVAC project file, as defined in step. In the HVAC_PROJ_NODE field, enter the name of the file server.

22.10 PDS Specify the location of the HVAC control file. Click Start > All Programs > HVAC Modeling > PEHVAC Configure. In the PEHVAC Control File field, specify the location of the peh.cmd file.

22.11 PDS Create the hrf_project schema. In the Project Environment dialog box, click Database > Create > Create Schema. Replace project with your project name. See step 21.9 for details on using the Create Schema form.

22.12 PDS Load the PE-HVAC tables to the database. In the Project Environment dialog box, click Applications > PE_HVAC and select your project. On the Reference Databases form, select Load, and enter envar.txt in the Filename field.

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22.13 PDS Create a PE-HVAC design file. In the Project Environment dialog box, select PE-HVAC. In the Create Design File dialog box, specify the settings for your design file.

22.14 PDS Set the units for the design file.

In the Project Environment dialog box, select PE-HVAC > Enter Design File. Select a design file and click OK. In the graphical environment, click Settings > Design File. Change the MU:SU:PU settings tomatch the settings of the PDS project (1:12:2032 for English projects or 1:1000:80 for metric projects).

Task Number User Tool Step Description Comments/ Problems / Workarounds Additional Resources Setup Notes

23.0 PDS Configure PDS for an Integrated Environment. These steps are only necessary if you plan to use PDS in an integrated SmartPlant Enterprise environment.

PDS Loader User's Guide, SmartPlant Enterprise Installation and Configuration Guide

23.1 SPFInstall the PDS Loader software on the SmartPlant Foundation server.

PDS Loader User's Guide, SmartPlant Enterprise Installation and Configuration Guide

23.2 SPF In PDS Loader, set up a database connection that points to a specific folder where PDS data will be exported. PDS Loader User's Guide

23.3 PDS Use the Export to PDME command in the Project Administrator (PD_Project) module of PDS to export PDS data to the folder you specified in PDS Loader.

Project Administrator (PD_Project) Reference Guide

Working in an Integrated Environment

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pdsinstall checklist

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