Smart 3D

Setup, Administration, Configuration and Support Tasks

December 18, 2013

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 Index

Intergraph ™ Smart 3D Setup, Configuration, Administration and Support

Tasks
A Smart 3D project has many tasks that need to be performed during its life-time. Tasks can be categorized in several ways.
Frequency: one time, daily, weekly, monthly or as-needed.
Location in GWC (at Host, at both Host and Satellite, at either location Host, Satellite or outsourced Outside)
Automatability: no, yes or partly
Role: There may be multiple individuals in each role or one person may be performing one or more roles depending on the size and phase
of the project and knowledge and expertise of individual
IT: S3D Administration related to IT/DBA (application and/or database backups, software installation, and deployment of hot fixes)
RD: S3D Administration related to Reference Data (catalog bulkload, codelists, properties)
PA: S3D Administration related to Project Administration (access control, approval, systems)
DS: S3D: Administration related to Design Support (filter creation, deliverables configuration, references, to-do list management,
audits)
Task in the following table are not in order of priority. One-time tasks (required to be done before design work begins) are listed first followed by
daily, weekly and as-needed tasks. Certain tasks (e.g. integration, GWC, export/import, automation) may not apply based on the size and needs of
the project.
This document provides a list of these typical tasks based on several project implementations. It is a guideline rather than a definitive list and the
tasks, the roles involved in each task as well as the location where the tasks are performed will likely vary for each company or project based on
their implementation strategy.

December 18, 2013 3

 Index

No Name Description Frequency Role Able Location

to in GWC
Autom
ate

1 Database server and Setting up IT infrastructure (network, HW) and database One-time IT No H+S
IT infrastructure setup servers and database instances for S3D project (production,
testing and development)

2 Software installation Prerequisite, Smart 3D and additional required SW installation One-time IT Yes H+S

As needed (for new

users)

3 Project Setup S3D database setup, project Access Control, project filters and One-time PA/DS No H
symbology rules, user roles, configuration of project rules
(naming rules, design rules)

4 Reference Data Project Catalog, Parts and Spec creation, Specialty and One-time RD/PA No H
Setup Instrument creation (if applicable), Codelist Modifications (Fluid
Codes, etc.) Define the required custom attributes and properly As needed
manage the attributes when they are changed.

5 Project Hierarchy Creating new System, WBS and Assembly hierarchies as One-time PA Partly H or S
Maintenance needed by project workflows, adjust permissions as needed
As-needed

6 Deliverables D&R Hierarchy, deliverable templates (View Styles, Labels, One-time DS No H or S

Configuration Reports, …)
As needed

7 Design Modules Design Modules (copy to Catalog) – copy from master catalog One-time DS No H
Creation and or from similar project(s) (e.g. using MDR) and create Module
Maintenance hierarchy and content As needed

8 Global Workshare Setting up the global workshare configuration, permissions One-time IT/PA No H+S
Setup group association, etc.
As-needed (in the
(optional if applicable) case of disaster
recovery)

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 Index

9 Integration Setup Registration with SPF, establish procedure and workflows for One-time PA/IT No H
publish and retrieve
(optional if applicable)

10 Batch servers setup Setting up batch server for drawing and reports batch One-time PA/IT No H+S
processing and scheduling project management tasks like
backup and restore

11 GWC Maintenance Monitoring replication status using Database Tools, monitoring Daily IT Partly H+S
disk space and truncating transaction logs when necessary
(optional if applicable)

12 Exporting specs from Exporting specs and parts to spreadsheets or direct load to Daily/Weekly RD Yes H
SPRD to SP3D Smart 3D catalog

13 Backup/Restore Includes both application level and database level backup Daily IT/PA Yes H+S

14 DB and Server Monitoring database, index and log files, tuning and other DBA Daily IT/PA Yes H+S
Maintenance activities, Server disk fragmentation and disk space availability
to ensure performance and reliability

15 Interference Configuration of Interference Checking process. Implementation One time PA/DS/IT No H

Detection and adjusting of codeless and/or code based interference rules
Configuration based on project requirements. As-needed

16 Interference Ensuring the interference detection application service is Daily PA/DS No H

Detection Monitoring running and that checking is progressing, generating clash
reports (graphical and list based), distribution of clashes to
disciplines

17 License management Ensuring adequate licenses are available for all applications Daily IT/PA Partly H+S

18 Designer issue Answering how-to questions from users Daily DS/PA No H+S
resolution (questions
about work
procedure)

19 To-do list Monitoring to-do lists, providing guidance on resolution, Daily DS No H or S

management distributing action items to other CAD team members

20 SPR generation Schedule generation of SPR dataset Daily DS Yes H+S

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 Index

21 S3D Project History Maintain a change log with accurate and timely history of Daily IT/PA/DS No H+S
Documentation changes implemented in S3D catalog and model /RD

22 External Reference Downloading and Management of external data (sat, dwg, dgn, Daily/Weekly PA/DS Partly H or S or
(R3D/SPIOP) etc.) files. Conversion of third party data to zvf using application O
Management tools, attaching to Smart 3D project, updating existing
attachments, creating and adjusting mapping as needed
(optional if applicable)

23 External Reference Attaching to Smart 3D project, updating existing attachments Daily/Weekly PA Yes H
3D Maintenance
(optional if applicable)

24 Synchronization of Running the synchronize command, monitoring scheduled runs, Daily/Weekly PA/DS Yes H+S
model with catalog assisting designers with updates to model

25 DB Integrity and Application level database integrity checks to find corruptions Weekly PA Partly H+S
Cleaning and clean them

26 S3D Automation Embed company/project standards and rules in rule driven As-needed PA/RD/D No H or S or
codes that drive S3D design, develop automated routines S/IT O
based on company/project rules for repetitive tasks to maximize
design time and quality

27 Reference data Customize reference data for all disciplines as per As-needed RD No H
development project/company standards and bulkloading to project catalog
(can be done in SPRDB)

28 Integration activities Retrieve data from SPF for correlation and publish to SPF/SPC. As-needed DS/PA No H
Monitor correlation status of 3D objects vs design basis objects
(optional if applicable) to make sure all 3D objects are correlated with data consistency (optionally
and matching topology S)

29 Project Progress Changing approval and/or construction status of 3D objects, As-needed PA/DS Partly H+S
Management drawings and reports. Assisting project management team,
Area leads, Discipline leads etc. with providing required reports,
for example discipline-wise MTO report, count of isometric
drawings based on IFC, review etc. from 3D model

30 Deliverable Identify opportunities for optimization of deliverable creation, As-needed PA/DS No H or S or

configuration changes make basic changes to configuration (create labels, set options, O

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 Index

modify drawing borders and report templates, adjust SPR

output settings)

31 Restore S3D backup Restore model backup from desired date, create filters to As-needed PA/DS Yes H+S
for Selective identify objects for recovery. Restore model from backup on
Recovery and development/test environment for troubleshooting issues and
troubleshooting configuring/ testing of reference data prior to rolling out in
production environment
(optional if applicable)

32 MDR Identify sets and sequences of objects to copy, set up MDR As-needed PA/DS Partly H or S
tasks, examine results and resolve issues
(optional if applicable)

33 PDMS Export Create mapping to PDMS catalog and hierarchies, Identify sets As-needed PA/DS No H or S
and sequences of objects to export, run the export
(optional if applicable)

34 e-Customer tools or Monitoring e-Customer for new content, tools and hot fixes, Monthly/As-needed IT/PA/DS No H/H+S
content deployment identify applicability to project and deploy /RD

35 User Custom Create user-friendly project specific design procedures and As-needed PA/DS No H or S
Documentation and instructions to assist discipline designers/checkers/approvers
Procedures with appropriate modeling and checking standards and
procedures

36 Designer issue Issue analysis and categorization into reference data issue, As-needed DS No H+S
resolution configuration issue or software issue (see steps below)
(unexpected behavior
from software)

37 Reference data issue Adjust reference data and symbols to fix the problem As-needed RD No H

38 Configuration issue Fix software configuration by making changes to system As-needed IT/PA No H+S

39 Software issue Logging SRs with Intergraph, Providing workflow steps and As-needed IT/PA/DS No H+S
dataset backups via file transfer, providing error logs and crash /RD
dumps as needed, work with Intergraph support to implement
suggested resolution to project

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