SmartPlant Review

Getting Started Guide

June 2000
DEA517831
Warranties and Liabilities
All warranties given by Intergraph corporation about equipment or software are set forth in your purchase contract,
and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or
amendment of such warranties.
The information and the software discussed in this document are subject to change without notice and should not be
considered commitments by Intergraph Corporation. Intergraph Corporation assumes no responsibility for any error
that may appear in this document.
The software discussed in this document is furnished under a license and may be used or copied only in accordance
with the terms of this license.

Trademarks
Intergraph, the Intergraph logo, SmartSketch, and SmartPlant are registered trademarks of Intergraph Corporation.
PDS and INtools are trademarks of Intergraph Corporation.
Microsoft, the Windows logo, Windows, Internet Explorer, and/or other Microsoft products referenced herein are
either trademarks or registered trademarks of Microsoft.
Pentium is a registered trademark of Intel Corporation. All other brands and product names are trademarks or
registered trademarks of their respective owners.

Copyright
1999-2000
Intergraph Corporation
All rights reserved.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software
license agreement; contains confidential and proprietary information of Intergraph and/or third parties
which is protected by copyright and trade secret law and may not be provided or otherwise made available
without proper authorization.

Restricted Rights Legend

Use, duplication, or disclosure by the government is subject to restrictions as set forth in subparagraph (c) (1) (ii) of
The Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 or subparagraphs (c) (1) and
(2) of Commercial Computer Software – Restricted Rights at 48 CFR 52,227-19, as applicable.
Unpublished - rights reserved under the copyright laws of the United States.
Intergraph Corporation
Huntsville, Alabama 35894-0001
 Table of Contents iii

Table of Contents
Table of Contents......................................................................................................................... iii
Welcome to SmartPlant Review .................................................................................................. 1
Overview of SmartPlant Review Features................................................................................ 1
Overview of SmartPlant Review Modules ................................................................................ 2
Installing SmartPlant Review ....................................................................................................... 3
Hardware Requirements .......................................................................................................... 3
Recommendations ................................................................................................................... 3
Compatibility................................................................................................................................. 4
MicroStation ............................................................................................................................. 4
AutoCAD .................................................................................................................................. 4
SAT Files.................................................................................................................................. 4
Databases ................................................................................................................................ 4
Planning Software .................................................................................................................... 5
Installing SmartPlant Review.................................................................................................... 5
Installing SmartPlant Review.................................................................................................... 5
Setting Up Concurrent Licensing.............................................................................................. 6
Defining Environment Variables on Workstations .......................................................... 6
Setting Up a License Pool on the Server ........................................................................ 9
Running Applications Concurrently................................................................................. 11
SmartPlant Review Configuration ................................................................................................ 12
Setting Project Options............................................................................................................. 12
Setting Up an Analog Joystick.................................................................................................. 14
SmartPlant Review Databases .................................................................................................... 15
Sharing Databases with Other Users ....................................................................................... 15
Reviewing Databases............................................................................................................... 15
Backing Up Databases............................................................................................................. 15
The SmartPlant Review Interface ................................................................................................ 16
Using the Mouse ...................................................................................................................... 16
Using the Keyboard .................................................................................................................. 16
Using a Joystick ....................................................................................................................... 18
Setting Joystick Options.................................................................................................. 18
Using Toolbars ......................................................................................................................... 18
Using Views.............................................................................................................................. 20
iv Table of Contents

Using the Project Manager....................................................................................................... 20

SmartPlant Review Features ....................................................................................................... 21
Motion and Orientation Control ................................................................................................ 21
Mouse Drag Modes......................................................................................................... 21
Positioning Modes........................................................................................................... 21
Directional Modes ........................................................................................................... 21
Measurements.......................................................................................................................... 21
Display Sets.............................................................................................................................. 22
Tags ......................................................................................................................................... 22
Annotations .............................................................................................................................. 22
Collision Detection.................................................................................................................... 23
ScheduleReview....................................................................................................................... 23
Material Editor .......................................................................................................................... 23
Customer Assistance ................................................................................................................... 24
User Assistance ....................................................................................................................... 24
Customization Services............................................................................................................ 25
Software Support...................................................................................................................... 25
Outside the United States ............................................................................................... 25
Inside the United States .................................................................................................. 25
Index ............................................................................................................................................ 27
 Product Getting Started Guide – 1

Welcome to SmartPlant Review

SmartPlant® Review, formerly known as DesignReview, provides advanced features for reviewing 3D
computer models based on .DGN, .DWG, .DXF, and .SAT format graphics files. SmartPlant Review is
specifically designed to meet the process and power industry's requirements to dynamically visualize
computer-generated 3D plant models. With SmartPlant Review walk-through and interrogation features,
process plant models can now remain live throughout the life cycle of the facility from conceptual design
studies to de-commissioning.
SmartPlant Review provides visual communication that is clear and concise, going beyond low-end viewer
capabilities. You can create tags, labels, or annotation text and data to promote effective communication
among project team members. You can query the model to find objects that meet certain criteria and then
save the queries and manipulate their display. SmartPlant Review has an easy-to-use Windows®
interface and allows you to navigate through PDS™ 3D models with a joystick, mouse, or keyboard
control. SmartPlant Review runs on typical Pentium® desktop or notebook computers. You can purchase
add-on modules to extend the capabilities of SmartPlant Review.

Overview of SmartPlant Review Features

Key features of SmartPlant Review include the following:
• An easy-to-use Windows interface.
• Support for PDS models and data, MicroStation®, AutoCAD®, and SAT file formats.
• Dynamic movement control, including mouse dynamics, joystick, and keyboard.
• Easy view manipulation with dial control and encircle.
• Universal north/east/elevation coordinate system.
• Key-point to key-point, stackable, persistent measurement in English and/or metric units regardless of
project units.
• Tags for marking views with comments.
• Labels for interactive review of application attributes, as well as full text and data annotation.
• Search for particular tags or objects.
• Display set creation and manipulation with different display modes for different geometry groupings.
• External data access and ODBC connectivity.
• Level control.
• Quick printing of the main or full view.
• Multi-threaded.
• OpenGL® shading support.
• Add-on modules can be purchased for additional functionality.
• Interactive .VUE file creation. This capability is available if you buy the API module or the full product.
• Ability to assign materials and change object colors. You can select from a list of existing material
definitions to assign a new color to any display set definition.
• Collision detection. This capability is available if you buy the Construction module or the full product.
2 – SmartPlant Review Getting Started Guide

Overview of SmartPlant Review Modules

SmartPlant Review consists of a core application and add-on modules that further enhance the
functionality of SmartPlant Review.
• Application Programming Interface (API) Module – Includes programming libraries that allow
developers to create custom programs that run with SmartPlant Review. The API module is not a
requirement to run custom programs, only to create custom programs for SmartPlant Review. The
online SmartPlant Review Programmer's Guide contains a complete list of function calls and
programming examples.

• Collaboration Module – Allows multiple users in different locations view and interrogate the model
simultaneously. The Collaboration module allows enterprise-wide coordination of design reviews for
more effective communication and improved efficiency. This module serves to enhance both
SmartPlant Review and NetMeeting as an add-on service to both products. The collaboration module
extends the use of NetMeeting by reducing network traffic and improving performance during the
session.
• Construction Module – Extends SmartPlant Review capabilities with integrated project scheduling
and collision detection functionality. For project scheduling, ScheduleReview turns data from your
project planning software into a visual display of the construction or demolition progress. Use
ScheduleReview together with the collision detection functionality to plan safe and timely equipment
installation. Review collisions as equipment moves dynamically through the plant. Hear sounds and
see objects highlight as collisions occur. ScheduleReview supports two popular planning programs:
Primavera Project Planner® and Microsoft® Project.
• On-Site Drawing Generation and Hidden Line Module – Removes the hidden lines for all display
operations including dynamic walk-through, mouse, and keyboard. The Hidden Line module provides
capabilities of a display model to navigate the model by using the joystick, mouse, or keypad. This
module includes a wizard that places the hidden line view on a drawing border inside the SmartSketch
product.
• Photo-Realism Module – Creates high-resolution, anti-aliased images with textures, patterns, and
reflections. The Photo-Realism module helps improve communication with clients and adds impact to
presentations by taking your still images to a new level of quality. Visualize designs during each stage
of the development process and create powerful presentations that communicate and sell your ideas.
• Visual Effects Module – Simulates the placement or removal of equipment to review physical
clearances, performs motion studies, and develops complex motion scenarios. This module works
with the SmartPlant Review Construction module to visually simulate the construction process.
Review the simulation on screen or create animations for output to video.
 Product Getting Started Guide – 3

Installing SmartPlant Review

Before continuing with installation, confirm that your server and end-user workstation computers meet the
following requirements.

Hardware Requirements
• Minimum of Intel Pentium CPU with integral math coprocessor
• Minimum of 32 MB RAM
• 28-42 MB free disk space for installation
• Windows NT® 4.0 with service pack 5 or 6a, or Windows 98
• Microsoft Internet Explorer 4.02 or higher
• Windows NT-supported graphic display adapter with a color depth of 32,000 or higher and an
appropriate color monitor
• Access to a CD-ROM drive (either locally or through a network connection)
• Minimum of 40 MB of free temporary disk space for collision detection. Collision detection may require
more temporary disk space depending on the data set. This extra free disk space is only required for
the Construction module.

Recommendations
For optimum performance, the following optional hardware is suggested:
• Intel Pentium III multi-processor with hardware accelerated OpenGL graphics card.
• For best performance on large models, additional memory is recommended.
• The minimum Virtual Memory (page file) setting recommended is the larger of 1.5 times the number of
processors times the RAM on the machine or 1.5 times the number of processors times the largest
data set used by the largest application.
• Stereo viewing hardware, including Intergraph GLI, GLZ, or RealiZm graphics card and display driver;
StereoGraphics CrystalEyes® interlaced glasses (model CE-PC or CE-1); and CrystalEyes infrared
transmitter (model E-1).
• Analog joystick.
4 – SmartPlant Review Getting Started Guide

Compatibility
SmartPlant Review also supports the following file types, databases, and software.

MicroStation
• SmartPlant Review supports MicroStation SE 5.7.1.14 files.

AutoCAD
• SmartPlant Review supports AutoCAD files through version 14 and AutoCAD 2000.
• Support also includes AutoCAD solids in .DWG files created as ACIS (SAT file) solids.
• SmartPlant Review also supports most common geometry types.
• Single line and multi-line text are now supported using SmartPlant Review’s standard wireframe font.
• While most common geometry types are now supported, there are some limitations. Items not
supported include, but are not limited to, the following:
1. Hatch lines
2. Arrowheads on leader lines
3. Dimensions
4. Line styles
5. True type fonts
6. Arc-aligned text
7. Attribute definitions
8. Image/raster files or wipe out images
9. Paper space entities
10. Special classes or proxy objects
11. Shape files
12. Layer names or number of layers greater than 63. If the number of layers is greater than 63,
SmartPlant Review still displays the geometry, but combines the data from layers 64 and above
with the data in other layers, beginning with layer 1.

SAT Files
• SmartPlant Review supports SAT files ACIS version 5.1 or earlier.

Databases
• Microsoft Jet Access 97 is the engine used for creation of SmartPlant Review databases.
• You can open and review SmartPlant Review project and label databases in Access 2000. However, if
you open one of these databases in Access 2000, do not convert the database to Access 2000
format. Such a conversion renders the database unreadable by SmartPlant Review.
 Product Getting Started Guide – 5

Planning Software
• ScheduleReview supports the following planning software: Microsoft Project 98, Primavera Project
Planner 2.0B, and Primavera Project Planner 3.0.

Installing SmartPlant Review

Your copy of SmartPlant Review includes 2 CDs. The first is the SmartPlant Review installation CD. You
will use this CD to install SmartPlant Review, SmartPlant Review modules, and some sample data.
The second CD contains a wide variety of sample models that you can use to
• Familiarize yourself with SmartPlant Review’s features
• Get ideas for setting up your own projects
• Help with internal training
• Demonstrate your use of SmartPlant Review to your own clients
The sample data CD does not have an installation program. Because of the size of this sample data, you
can browse the models directly on the CD without copying them to your computer.

Installing SmartPlant Review

1. Decide whether to install SmartPlant Review from the CD or the network.
From the CD – Insert the SmartPlant Review CD into your CD-ROM drive.
Tip: If you have AutoPlay enabled for the drive, setup.exe automatically starts. Otherwise, double-
click setup.exe to begin the installation.
From the network – Click Start > Run on the Windows taskbar and type the path to the setup.exe
file on your network. Please document your installation path for quick reference.

Note: The following error can occur when running setup.exe on a freshly configured Windows 98
system:
The file OLEAUT32.DLL is out-of-date. This program requires a newer
version.
If this error occurs, contact your system administrator about installing the Windows 98 Year 2000
Update, available from the Microsoft Windows Update Web site.
2. In the SmartPlant Review Installation window, click SmartPlant Review Installation.
3. Follow the prompts to install the software.
If you enter the serial number for the SmartPlant Review Bundle in the User Information dialog box,
SmartPlant Review and all additional modules are installed. In SmartPlant Review, all menu
commands are available if you install the SmartPlant Review Bundle.
If you enter the serial number for SmartPlant Review only, you can also enter serial numbers for any
individual SmartPlant Review modules you purchased in addition to the core product in the Add-In
Module Configuration dialog box. Depending on which modules you install, some SmartPlant
Review commands may not be available to you.

Note: If you purchased a single-use license for SmartPlant Review, this completes the installation
process. However, if you purchased concurrent-use licenses for SmartPlant Review, please refer to the
Setting Up Concurrent Licensing section for more instructions.
6 – SmartPlant Review Getting Started Guide

Setting Up Concurrent Licensing

Concurrent licensing is an optional method for using Intergraph software applications that involves license
pooling. License pooling lets you administer the use of concurrent licenses for applications over a local
area network (LAN). Users who want to run copies of applications on their systems check out license keys
from a pool of such keys to run the products.
License pooling lets you register network users by assigning pools, or groups, of licensed serial numbers
without requiring a unique serial number for each network user. A license pool contains one or more
licensed serial number records. The number of licenses purchased for your site determines the number of
licensed serial numbers available for a given application. The application identifies valid licensed serial
numbers based on the product index, which is embedded in the product serial number.
When an application is started in concurrent-use mode, it searches the license pool until it finds a valid
licensed serial number that is not in use or until the pool is exhausted. The application runs if it gets a valid
licensed serial number. If the product does not get a valid licensed serial number, local site policy
determines whether the application runs.
A license is in use when a copy of the application is loaded into the workstation’s random access memory
(RAM). Refer to your Intergraph software license agreement for more information on when a license is in
use.
To use concurrent licenses for running SmartPlant Review, you must
• Install SmartPlant Review on user workstations
• Define environment variables on each workstation
• Set up a license pool on the server

Defining Environment Variables on Workstations

Intergraph provides eight environment variables to control license pooling. These environment variables
specify details such as where to find the license pool and log files and whether the product should
terminate if no license is found.
Four variables are application-specific, with names based on the index of the application, and each
application-specific variable has a corresponding variable in the generic list. The application checks the
specific environment variable first. If the application-specific variable is not set, the corresponding generic
variable is checked. If neither variable is set, the system does not perform the action controlled by this
environment variable pair.
For application-specific variables, the application product index is embedded in the product serial number.
The last six digits of the serial number indicate the product index. For example, in the serial number
02303155002531, the product index is 002531. To set an application-specific variable for this product,
replace the nnnnnn of the application-specific variable with 002531 to form the appropriate variable name,
CL002531_variable, where variable is the environment variable you wish to set.

NOTE: If you have a mixture of local and concurrent-use products, you must use the application-
specific environment variables to control license pooling. The generic variables control all Intergraph
products, even those installed on a user workstation. If you set the generic variables, all Intergraph
products will run in concurrent-use mode.
 Product Getting Started Guide – 7

Intergraph provides the following environment variables:

Variable FUNCTION
CLnnnnnn_LICENSEPOOL Determines whether license pooling is in operation. This
variable specifies the location of the license pool file. Its
value may be a file name, a directory and file name, or a
complete path. If this variable is not set, the product looks for
the generic variable CL_LICENSEPOOL.
If neither variable is set, no license pooling or logging is
performed for the application, regardless of the state of the
logging environment. Execution of the application is based
solely on correct branding of the specific application copy. If
either variable is set, the application is controlled by the
license pooling policy specified by the NOLICENSEGRACE
variable.
CLnnnnnn_LICENSELOG Determines whether license logging is in operation for the
application. This variable specifies the location and name of
the log file for licensing information. If this variable is not set,
the product looks for the generic variable CL_LICENSELOG.
If neither variable is set, no logging is performed for the
application. If either variable is set and license pooling is in
effect, log files are created for the application. If license
pooling (as specified by the LICENSEPOOL variable) is not
in effect, neither of these variables has any effect on license
logging operations.
CLnnnnnn_NOLICENSEGRACE Specifies the licensing policy for the server. If this variable is
not set, the product checks the generic variable
CL_NOLICENSEGRACE. If either of these variables is set to
anything and the product returns without a license (failure),
the product displays an error message and exits.
If neither variable is set and the product returns without a
license, the product runs with warnings that the application
may be in violation of Intergraph’s license agreement. The
site administrator controls whether a software product runs if
a license cannot be obtained. You can prohibit all Intergraph
products on a given workstation from running without a
license by setting the CL_NOLICENSEGRACE variable. You
can prohibit specific products from running without a pooled
license by setting the CLnnnnnn_NOLICENSEGRACE
variable.
CLnnnnnn_MACHINEID Identifies the individual workstation or user requesting a
license. This value determines the information written to the
MACHINEID field of the log file when license pooling and
license logging are in effect.
If this variable is not set, the product checks the generic
variable CL_MACHINEID. If neither variable is set, no value
is written to the MACHINEID field of the log file.
The environment variables set your site policy for license pooling. By combining application-specific and
generic environment variables, you can control the operation of license pooling based on the needs of
your site.
8 – SmartPlant Review Getting Started Guide

Note: It is the responsibility of the site administrator to set the policy for the server by setting the
NOLICENSEGRACE environment variable. Under the terms of the Software License Agreement, the
number of application licenses in use at a given time must not exceed the number of licenses purchased.
An application license is in use when a copy of the product is loaded into a workstation’s random access
memory (RAM). This occurs automatically at product startup. Refer to your Intergraph software license
agreement for more information on when a product is in use.
Once you have determined your site policy for each application you want to run concurrently, you must set
the environment variables for each Intergraph application that you are running concurrently on each user
workstation that will run the application. For example, if users on workstations wombat, mct, and shazbot
will each run the SmartPlant Review product, you must set the environment variables for SmartPlant
Review on each workstation.
Setting the Environment Variables on Windows NT Systems:
1. On each user workstation, open the Control Panel.
2. Double-click System.
3. Click the Environment tab. The current system environment variables appear in the System
Variables and User Variables tables.

4. In the Variable box, type the variable name, based on your chosen site policy. Refer to the preceding
variables table for a list of environment variables that you can set.
For example, for an application with an index 012345, type the following to set the LICENSEPOOL
variable: cl012345_licensepool
 Product Getting Started Guide – 9

5. In the Value box, type the value for the variable.

For example, type the following to set the value to the file \POOLS\LicensePool.txt on a server serv1:
\\serv1\pools\LicensePool.txt
6. Click Set to set the environment variable.
7. Repeat steps 4 through 6 for each environment variable you want to set.
8. Click OK when you have set all environment variables for each application on the user workstation.
Tip: For more information on setting environment variables, see the Windows NT documentation.
Setting the Environment Variables on Windows 98 Systems:
1. On each user workstation, open the c:\autoexec.bat file in Notepad and define the system and user
variables.

2. Reboot the workstation.

3. At the MS-DOS prompt, type set to verify that the variables were set correctly.
Tip: For more information on setting environment variables, see the Windows 98 documentation.

Setting Up a License Pool on the Server

To operate Intergraph applications concurrently, you must pool any licenses you want to share. Pooling
licenses involves setting up a license pool file on the server.
The license pool file is an ASCII text file that contains one or more license serial number records.
Intergraph applications check these records when license pooling is in effect, as specified by the
CLnnnnnn_LICENSEPOOL or CL_LICENSEPOOL environment variables set on the workstation where
the software is installed. If either of these variables is set, the application automatically searches the
specified license pool file for a valid license serial number.
The number of licenses purchased by your site determines the number of license serial numbers available
for a given application. All license serial numbers used with license pooling must be placed in a license
pool file.
1. In Notepad or another text editor, create a license pool file. Each line in the license pool file must be in
the following format:
serial number,license number,"username","company name";"optional comment"
10 – SmartPlant Review Getting Started Guide

Each line in the license pool file contains the following information:

Value Description
serial number The complete, 14-digit, application product serial number.
license number An alphanumeric string for Intergraph applications. For
SmartPlant Review, the license number is the same as the 14-
digit serial number. This field must contain at least one
alphanumeric character.
username The user name assigned to this license. This entry must be
surrounded by double quotes.
company name The company name assigned to this license. This entry must be
surrounded by double quotes.
optional comment Optional comments. This entry must be surrounded by double
quotes.
The following graphic represents a sample license pool file:

2. Save the license pool file to a directory on the server.

Note: To use license pooling, the network protocol used to access the files on the central server
must support and be properly configured for file locking. The license pooling system uses file locking
to indicate that a license is in use. When an application obtains a licensed serial number, it creates a
file from the serial number, and attempts to open the file for locked access. If the file opens, the
licensed serial number is in use until the application exits and releases the file. Nothing is written to
the file, and the file is not automatically deleted. Existing files are relocked if the associated license is
used again.
3. On the server, give users read-only access to the license pool file.
4. Give all users who will share licenses read/write access to the directory where the license pool file is
located. Files are created and locked by the application in the directory where the license pool file is
located.
Tip: For more information on setting file and directory permissions, see the Windows NT
documentation.
 Product Getting Started Guide – 11

Running Applications Concurrently

When license pooling is in operation, the application performs the following actions at startup:
1. Opens and reads the license pool file, as specified by CL_nnnnnnLICENSEPOOL or
CL_LICENSEPOOL.
2. Searches for a license until a valid license is found or until the license pool file is exhausted. If a
license is found, the application goes on to the next step. Otherwise, the application skips to step 5
and exits.
3. Creates a file name from the license serial number.
4. Opens the file for locked access.
• If the open is successful, permission to execute is granted.
• If the open is unsuccessful, the application returns to step 2, repeating steps 2 through 4 until an
unused license is found or until the license pool file is exhausted.

Note: If no locking mechanism is available on the system, the application behaves as if no license
was obtained.
5. Updates the optional log file, as specified by the CLnnnnnn_LICENSELOG or CL_LICENSELOG
environment variables.
6. The lock file is released when the product exits, and a termination entry is written to the log file.
12 – SmartPlant Review Getting Started Guide

SmartPlant Review Configuration

Setting Project Options

After you install SmartPlant Review and set up concurrent licensing, if necessary, you are ready to open
the application and set your project options. You must set these options for each project that you open.
Setting project options creates databases to store view settings and other information for each individual
project. For more information about these databases, see the SmartPlant Review Databases section of
this guide.
Caution: DesignReview and SmartPlant Viewer cannot read the SmartPlant Review databases.
Information created using SmartPlant Review will not be available to DesignReview and SmartPlant
Viewer.
After setting options in the Create Project dialog box, you cannot change these options. The only way to
set these options again is to delete the project database files (<project>.MDB and <project>.MDB2) and
open the .DRI, .DGN, DWG, .DXF, or .SAT document again to create a new project. You can also change
the name of the document to start over with a new name and new databases.
Setting the options that you want at the start of the process is especially important when you review
MicroStation or PDS projects. All of the available options for these types of projects appear only in the
Create Project dialog box.
The options for these types of projects affect the transformation and range of the geometry when a large
plant monument point is present in the .DRI document. These options can also affect the range of the
model, thus impacting fit and other operations in MicroStation and PDS.
1. Click Start > Programs > Intergraph SmartPlant Review to open SmartPlant Review.
2. Click File > Open to open a project.
3. In the Open dialog box, browse to the project that you want to open.
4. In the file list, select the file, and then click Open. The Create Project dialog box appears.
5. If you want to change the location of the schema file, click Browse, and browse to the new schema
file.

Note: The schema file is a text file that defines the layout of the project database. By default, the
schema is stored in the installation directory for SmartPlant Review. Although the schema file is a text
file, you should not edit it manually.
6. To change the site name or site ID for the project, type a new name and ID in the Site name and Site
ID boxes.

Note: The site name and site ID provide identification information for the project. This information is
stored in the project database. Defining specific site names and site IDs can help your administrator
identify where the data in the project database comes from.
7. To define other options for the project, click the Options tab.
8. Under DRI parameters for large plant monument, set options for opening PDS documents in
SmartPlant Review.

Note: Large plant monuments from PDS are sent to SmartPlant Review in the .DRI file, using the
old_origin and new_origin entries. This translates the model accordingly in SmartPlant Review.
 Product Getting Started Guide – 13

To use the new_origin and transform settings in the .DRI file, select Use transform and Use old and
new origin. With these settings, coordinate readouts will be translated and transformed as specified
in the .DRI file from PDS.
To keep the coordinate readouts the same as the MicroStation coordinate readouts, clear the Use
transform and Use old and new origin boxes.
9. Under DGN file elements, set options for opening MicroStation documents and PDS projects
containing MicroStation .DGN files.
If you want to keep the construction text in your .DRI file, regardless of its placement in relation to the
model, select Keep construction text.
Caution: Keeping construction text, especially if the construction text is placed at extreme points in
the outer ranges of the model, may affect view manipulation in SmartPlant Review. For example, the
Fit command may not correctly fit the model in the view.
If you want to display lines and line strings in your model, select Keep lines and line strings.
10. To save the project settings, click OK.
Caution: You cannot change the project settings for a project after you open the project in
SmartPlant Review without deleting the project databases and reopening the project.
Tip: You can also set project options from the command line. Please see the SmartPlant Review
Help for more information.
14 – SmartPlant Review Getting Started Guide

Setting Up an Analog Joystick

1. Open the Control Panel.

2. Double-click Multimedia.

3. Click the Devices tab.

4. Select Joystick Devices from the list.

5. Click Add.

6. Select Unlisted or Updated Driver from the list.

7. Install the drivers supplied with your joystick.

Note: You can install the standard analog joystick driver from your Windows NT 4.0 CD or the
driver disk supplied with your joystick. To use the joystick, you need the JOYSTICK.DLL,
JOYSTICKSYS, and OEMSETUP.INF files.

8. Open the Control Panel.

9. Double-click Joystick.

10. Select Joystick 1.

Note: SmartPlant Review supports Joystick 1 only.

11. Select 2-axis, 4-button joystick in the Joystick selection list.

12. Click Calibrate and follow the directions.

13. Click Test to verify that the calibration process completed properly.

14. Click OK if the calibration was verified correctly.

Note: After you set up your joystick on your computer, you must also turn on the use of the
joystick in SmartPlant Review. See the Using a Joystick section of this guide for more information.
 Product Getting Started Guide – 15

SmartPlant Review Databases

When you open an existing model document, SmartPlant Review creates a new project database, with an
.MDB extension. If your project contains label data, the software also creates an additional database,
.MDB2, for your project. These databases have the same name as your project. These databases contain
view settings and all other data associated with your project. Each project has at least one database.

Sharing Databases with Other Users

You can share project and label databases with other users across the network. For other users to be able
to share your project databases, you must give those users read/write permission to the directory where
the databases are stored, read/write permission to the databases themselves, and read/write permission
to any necessary palette and material files.

Reviewing Databases
SmartPlant Review uses the Microsoft Jet Access 97 database engine to create your databases. You can
also open and review the project and label databases in Access 2000. However, if you open a SmartPlant
Review database in Access 2000, do not edit the database manually or convert the database to Access
2000 format. Such a conversion renders the database unreadable by SmartPlant Review.

Backing Up Databases
Because the .MDB and .MDB2 databases contain all the project data for each project and data is
frequently written to these databases by SmartPlant Review, you should back up these databases
regularly. You can back up your databases by copying and pasting them to a new directory at regular
intervals. This ensures that you do not lose large amounts of data if your working databases become
unreadable.

Warning: If errors occur in your SmartPlant Review databases, your databases may become
unreadable. To avoid this problem, always back up your databases.
16 – SmartPlant Review Getting Started Guide

The SmartPlant Review Interface

For more information about the SmartPlant Review Interface, see the SmartPlant Review Help.

Using the Mouse

You can use a standard mouse or a Microsoft IntelliMouse® to navigate around the model to view items of
interest. Each view mode causes the mouse to move in a different direction. In addition to moving around
in the model, you can use the mouse to display the label data for an object in the Text view.
In any view, Mouse Drag allows you to move forward and back, pan left and right, pan up and down, and
to rotate. The suggested method for using Mouse Drag is to remain in Auto-Highlight mode and press a
modifier key as you move to change direction modes.
When navigating around in the model, you can stay in Auto-Highlight mode to view object label data
when you are stopped, but press the Ctrl, Alt, and Shift keys to temporarily shift into the other mouse
modes to move. The Ctrl key activates the Forward/Backward, Left/Right mode. The Shift key activates
the Pan mode. The Alt key activates the Rotate mode.
When using mouse drag motion, such as Forward/Back or Left/Right, you can release the mouse button
while the cursor is outside the Main, Plan, or Elevation views. Mouse motion continues to operate without
the need to hold down the mouse button until you click in the Main view.

Using the Keyboard

You can use keyboard function keys, shortcuts, and keypad keys to activate commands and move around
in the model.
The keys on the numeric keypad on your keyboard are especially useful for navigation in SmartPlant
Review. Use keys 1 - 9 on your keypad to move through the model. Press and hold these keys to cause
continuous motion. For example, use the 4 key to move the view cone to the left and the 6 key to move
the view cone to the right. The 0 key toggles the Continuous Motion option. The period key (.) repeats
the last direction one step. The 5 key toggles the step direction. To use the numeric keypad for navigation,
NumLock must be turned on.
 Product Getting Started Guide – 17

The following table describes some of the most commonly used function keys in SmartPlant Review.
Key Command
F1 Help
F2 Assign Materials to Elements
Ctrl + F2 Assign Materials to Display Sets
F3 Define Display Set
Ctrl + F3 Move Display Set
F4 Hide Level (Object)
Ctrl + F4 Level Settings
F5 Refresh
Ctrl + F5 Refresh All
F6 View Settings
Ctrl + F6 Save and Recall (View Operations)
F7 Frame Show Motion
Ctrl + F7 Motion Settings
F8 Snaplock Measurement
Ctrl + F8 Surface Measurement
F9 Place Tag with Leader Line
Ctrl + F9 Place Tag without Leader Line
F10 Next Tag
Ctrl + F10 Previous Tag
F11 Full Screen Toggle
Ctrl + F11 Arrange All
F12 Collision Detection
SmartPlant Review also supports the use of other common Windows shortcuts, such as those for Cut,
Copy, and Paste.
Tip: For information about other function keys, keyboard shortcuts, and keypad keys, see the
SmartPlant Review Help.

Tips for DesignReview Users

The following table lists the changes to function keys in SmartPlant Review 4.0:
Key Old Command New Command
F2 Full Screen Toggle Assign Materials to Elements
F4 Assign Materials to Elements Hide Level (Object)
F5 Main View Settings Refresh
F6 Hide Object View Settings
F8 Motion Settings Snaplock Measurement
Ctrl + F8 Measurement Surface Measurement
F11 Copy Main View to Clipboard Full Screen Toggle
Ctrl + F11 Copy Full View to Clipboard Arrange All
F12 Print Main View Collision Detection
18 – SmartPlant Review Getting Started Guide

Using a Joystick
In SmartPlant Review, you can use a joystick to navigate in the model. Before you can use a joystick, you
must install the joystick driver, configure the joystick in the Control Panel, and calibrate the joystick. See
the Setting Up an Analog Joystick section of this guide for more information.

Setting Joystick Options

When you have your joystick working with the operating system, open a SmartPlant Review project. Start
with a very small project to get used to the way the joystick allows you to move in the model.
1. To turn on the use of the joystick in SmartPlant Review, click Motion > Settings.
2. Click the Joystick tab.
3. Select Allow Joystick to begin using your joystick in SmartPlant Review.
4. Under Movement Type, click type of joystick movement that you want.
The following table describes the two types of joystick movement:
Movement Type Description
Discrete Motion The joystick is in forward, backward, left, right mode when
no buttons are pressed.
Pressing button 1 changes the motion mode to rotate
mode.
Pressing button 2 changes the motion mode to pan mode.
Relative Motion Works much like the mouse drag movement. The joystick
does not engage a motion mode until a button is pressed.
Button 1 engages forward, backward, left, right mode.
Button 2 engages rotate mode.
Button 3 engages pan mode.
5. On the Rates tab, set the movement and rotation settings to small values to ensure the joystick
moves properly with your movement.

Using Toolbars
Toolbars are the rows of buttons or icons displayed on the screen. When you click these buttons or icons,
certain functions of the application are activated. Toolbars can be customized and usually can be moved
around on the screen according to your preference. For information on other SmartPlant Review toolbars
and commands, see the SmartPlant Review Help.

Note: Depending on the SmartPlant Review modules you have, some of the commands on the
SmartPlant Review toolbars may not be available to you.
 Product Getting Started Guide – 19

Tips for DesignReview Users

• The commands available on the DesignReview pocket menu are now available on the SmartPlant
Review Common toolbar.

To make the Common toolbar look like the DesignReview pocket menu:
1. In the SmartPlant Review window, click the outside border of the Common toolbar, and drag the
toolbar to the center of the SmartPlant Review window. This undocks the toolbar from its default
position.
2. Drag the left or right side of the toolbar toward the center to resize the toolbar into a square.

3. To return the Common toolbar to its default position at any time, double-click the Common toolbar
title bar.
• The DesignReview Position Control is now the Position Control toolbar. The Position Control toolbar
does not appear by default when you open SmartPlant Review.

To display the Position Control toolbar:

1. Click View > Toolbars > Position Control. The Position Control toolbar appears docked by
default.
2. To undock the Position Control toolbar, double-click anywhere on the Position Control toolbar.
20 – SmartPlant Review Getting Started Guide

• Several commands from the DesignReview Position Control have been moved to other menus and
toolbars. These commands include the following:
DesignReview Position Control SmartPlant Review Command(s)
Command
Motion Modes Motion > Positioning Modes
Motion > Directional Modes
View toolbar
Encircle Point View > Place > Center Point
Encircle Radius View > Toolbars > Encircle Radius
Select Display Sets and Reference Points Tools > Display Sets
Step Motion Motion > Move
View toolbar
View Independent Motion Motion > Directional Modes > View
Independent Motion
View toolbar
Set view and motion on the Position Control
toolbar.

Tip: For more information about any SmartPlant Review commands, search for the command
name on the Search tab in the SmartPlant Review Help.

Using Views
The primary SmartPlant Review user interface consists of a set of image displays that appear within
views. Images are displayed in three types of views: the Main view, the Plan view, and the Elevation
view. Two other views, the Text view and Project Manager view, provide additional access to model
information.
You can resize each view. Views are updated according to the action being performed in the views. There
are times when all the views are updated, and other times when some of the views are not updated. This
selective updating provides for better productivity by avoiding unnecessary image updates.
You can use the Pane Layout commands to display one, three, or all four views.

Using the Project Manager

When you open a project or document in SmartPlant Review, the Project Manager automatically appears
on the left side of the main window. When you open a .DRI document, the Project Manager displays
items that show the structure of the model.
You can easily view and manage the structure and various sections of the model with the tree view that
appears in the Project Manager. This is convenient if you want to easily look at an overview of the model
and manage its parts with the following activities:
• View all project files associated with the model
• Add, manage, and edit the display sets
• Review construction sequences using ScheduleReview
By clicking one of the bars in the Project Manager window, you can view parts of the model, including the
project files, display sets, and ScheduleReview. You can display or hide the Project Manager while you
are in the model. You can double-click the window to undock it and move it around in the window to a
more convenient spot.
 Product Getting Started Guide – 21

SmartPlant Review Features

For more information on any of the features listed here, please see the SmartPlant Review Help. You can
open the SmartPlant Review Help by opening SmartPlant Review and then clicking Help > SmartPlant
Review Help.

Motion and Orientation Control

SmartPlant Review allows you to move laterally and in a circular motion through a model and view various
points of interest using three different types of modes: mouse drag modes, positioning modes, and
directional modes.

Mouse Drag Modes

You can use the mouse to navigate around the model to view items of interest. Each mode causes the
mouse to move in a different direction. In addition to moving around in the model, you can use the mouse
to display the label data for an object in the Text view.
When using mouse drag motion, such as Forward/Back or Left/Right, you can release the mouse button
while the cursor is outside the Main, Plan, or Elevation views. Mouse motion continues to operate without
the need to hold down the mouse button. This mode stays in effect until you click anywhere in the Main
view.

Positioning Modes
Positioning modes are used to define how the eye point moves. You can use the Lateral mode to move
freely about the model, or you can use one of the Encircle modes to lock the eye point to a circular track.

Directional Modes
Directional modes define how you want to navigate around the model. The different modes provide
different types of motion. For example, when in View Dependent Motion mode, the direction you are
looking, eye point to the center point in the View Cone, is the direction you move. View Dependent
Motion Level also moves the eye point in the direction you are looking, but the elevation of the View
Cone does not change.
The mouse drag modes, positioning modes, and the Position Control toolbar all affect how the
directional modes operate.

Measurements
You can measure the distance between two highlighted snap lock points, two surface points, or a surface
point and a snap lock point. SmartPlant Review shows you the two points you selected, a line between the
two points, and the distance between the points.
SmartPlant Review groups measurements together in collections. You can create your own collections or
use the default collection provided. You can display or hide measurement collections independently in the
model. If measurements exist in a collection, you can delete a portion or all of the measurements with the
point range option.
22 – SmartPlant Review Getting Started Guide

Display Sets
SmartPlant Review includes the ability to form sets of graphic objects, called display sets, that can be
manipulated. You may have up to 250,000 display sets in SmartPlant Review. However, your hardware
capability may limit your number of display sets further.
A display set must contain one or more graphic objects or at least one or more other display sets. Display
sets can contain their own graphic objects or display sets to any level of nesting you require. However, a
display set cannot contain itself or any other display set that contains itself (to prevent recursive or looping
organization structures).
Display set ID numbers determine the order of precedence when you assign conflicting display
characteristics to the same elements. The lower the display set number, the higher the precedence. This
means that an element that is a member of two different display sets will appear with the characteristics of
the lower numbered display set, assuming both sets have different display characteristics turned on.
In SmartPlant Review, you can also automatically define display sets by selecting a type of label data.
SmartPlant Review automatically creates these display sets for you based on the criteria you select.

Tags
Tags provide a means of communication between the people who design a plant and the people who
construct a plant. Tags can provide information such as the name of a piece of equipment, its location, its
type or classification, or general comments made during a walk-through of the design. Essentially, tags
are labels that provide additional information about items in a plant.
In SmartPlant Review, you can place tags with leader lines or without leader lines, edit tags, and delete
tags. When you create a new tag, it is assigned the next available tag number, and the tag becomes the
active tag. The software saves the corresponding view, including levels and clipping planes, when you
place a new tag. Then, when you display the tag, the corresponding view also displays.
You can search for a tag by entering text that appears in the tag label. You can directly go to a tag by
entering a tag number. You can step through the tag list to view each tag. The current tag is the active tag.
You can also display all tags, only the active tag, or no tags. You can also display action comments, which
are tags that were previously placed in a plant design product.

Annotations
In SmartPlant Review, you can attach data and textual annotations to your module.
You can use the text annotation feature to place, edit, and move textual information, such as equipment
numbers, descriptions, and other alphanumeric strings. You can also specify the position and color of the
annotations, as well as a leader line.
You can also attach external data—such as spreadsheets, text files, or raster images—to your model
using data annotations. Simply drag and drop a file icon onto the model, and double-click the icon to
display the data.

Note: Text annotations are not saved when you exit SmartPlant Review.
 Product Getting Started Guide – 23

Collision Detection
Collision detection allows you to review collisions as equipment moves dynamically through the plant. You
can also hear sounds and see objects highlight as collisions occur.
Two modes of collision detection are supported in SmartPlant Review: static and dynamic. Static collision
detection is performed by comparing each object in a specified model range to all other objects in the
specified range to determine if a touch or overlap condition occurs. Static collision detection could help
find problems such as pipes that are too close together or intersecting.
Dynamic collision detection is performed when you define an object or group of objects to set in motion
through the plant. Dynamic collision detection is useful when moving equipment, such as a construction
crane, through a plant to find a safe pathway for the move.

Note: To use the collision detection functionality, you must install the Construction module or the full
SmartPlant Review Bundle.

ScheduleReview
ScheduleReview significantly extends the review functions of SmartPlant Review. ScheduleReview uses
abstract data from your project planning software, such as Microsoft Project 98 or Primavera, to display
the sequence of construction. You can also reverse the action, so that the ScheduleReview displays the
deconstruction sequence.
ScheduleReview allows you to visualize the construction cycle in single steps (by day, week, or month) or
continuously. You can also move along a predefined path in the model as you continuously step through
time.
For example, you can ScheduleReview to help analyze the construction process to avoid problems, show
the construction of specific units in the context of the overall project schedule, display the project as it
should appear on a certain day, or fly through the model while displaying the construction sequence.
ScheduleReview is ideal for presenting a fly through to project staff, senior management, and clients.

Note: To use ScheduleReview, you must install the Construction module or the full SmartPlant Review
Bundle.

Material Editor
The Material Editor allows you to assign material properties to model elements and set various rendering
parameters. By assigning material properties to model elements, you can create photo-realistic renderings
with color and surface characteristics that match the real-world materials of the finished product.
The Material Editor allows you to assign material definitions, such as wood, metal, glass, stone, and
plastic, to your 3D model. As you make material assignments, the Material Editor creates a material table
file for your 3D model. The material table contains all the information about the colors, surface
characteristics, patterns, and bump maps assigned to model elements. The material table file is given the
model filename with a .MAT extension. For example, the model file XYZ.DGN will have a material table
file named XYZ.MAT.
The Material Editor is also used to set various image rendering parameters. These parameters are also
saved in the material table.
Tip: For a detailed description of the material table file format, see the SmartPlant Review
Programmer’s Guide. If you installed the full SmartPlant Review Bundle or the API module, you can find
the SmartPlant Review Programmer’s Guide (PRM.CHM) in the SmartPlant Review\API directory.

Note: To use the Material Editor, you must install the Photo-Realism module or the full SmartPlant
Review Bundle.
24 – SmartPlant Review Getting Started Guide

Customer Assistance
Our web site brings you fast, convenient, up-to-the-minute information about Intergraph products and
services. Visit us at http://www.intergraph.com.
For telephone support outside the United States, please contact your local Intergraph representative. See
our web site for the most up-to-date list of Intergraph representatives worldwide.

User Assistance
SmartPlant Review user assistance makes command information available as you perform tasks. You can
access different kinds of information any time you are running the software. This information could include
reference topics, narrative descriptions, or instructional material.
In addition, SmartPlant Review provides several learning tools that you can select from the online Help
menu. SmartPlant Review offers the following important user assistance features:
Online Help
• Complete command descriptions give you more information. When you click the Help button on the
Main toolbar, the mouse cursor changes to a northwest arrow with a question mark. You can then get
context-sensitive Help for any command by clicking the button for that command on the toolbar or by
clicking the command on one of the menus at the top of the window. You can also press F1 to view
the context-sensitive Help topic for the active command.
• To get Help for options on certain dialog boxes, such as the Insert Object dialog box, you can click
the Question Mark in the upper right corner of the dialog box and then click the item for which you
need information. Or, you can position the mouse cursor over the item and click the right mouse
button to get online reference information.
• To display the Help table of contents, click SmartPlant Review Help Topics on the Help menu. A
structured table of contents, an index, and full-text search capabilities provide easy access to Help
topics. Press F1 any time you need online Help during a design session. When a command is active,
the context-sensitive Help topic for that command appears.
Learning Tools
• You can get support tools from the World Wide Web that will help you use SmartPlant Review more
efficiently. Click SmartPlant Review on the Web from the Help menu. This command activates your
World Wide Web browser and places you directly on the web page for SmartPlant Review. On this
page, you can access support information and more learning tools. You can also register your copy of
the software online by clicking Help > Register SmartPlant Review.
• You can use the About SmartPlant Review command on the Help menu to see your software
version and license information.
User Interface Features
• ToolTips help you find toolbar command names. When you point to a command button on the toolbar,
a yellow label displays the command’s name.

• Brief command descriptions show you a command’s basic function. When you point the mouse cursor
at the command button on the toolbar, the description appears in the Status Bar at the bottom of the
window. Also, messages that explain what to do at each step of the command appear in the Status
Bar.
 Product Getting Started Guide – 25

Customization Services
SmartPlant Review users are discovering how custom add-in modules (API programs) extend functionality
and increase productivity. Intergraph is committed to making your use of SmartPlant Review more
successful and productive than ever.
To help you take immediate advantage of the powerful capabilities of the SmartPlant Review Application
Programming Interface (API), Intergraph provides consulting services. The services range from basic
telephone consultation to on-site custom programming and complete turnkey solutions. These services
are as flexible as the add-in modules themselves.
For detailed information, contact us at www.intergraph.com/visualization/ or call 1-800-766-7701 in the
United States or (256) 730-3707 for International callers.

Software Support
Please have the following information available when you call:
• Your service number
• Your name and telephone number
• The product name and version number
• A brief description of the problem

Outside the United States

Contact your local Intergraph representative.

Inside the United States

U.S. Services 1-800-766-7701
For telephone support outside the United States, please contact your local Intergraph representative. See
our web site for the most up-to-date list of Intergraph representatives worldwide.
26 – SmartPlant Review Getting Started Guide
 Index 27

Index
.MAT, 23 Hidden Line module, 2
.MDB, 12, 15 installation, 3
.MDB2, 12, 15 joystick, 14
Access 2000, 4, 15 IntelliMouse, 16
Access 97, 4 interface, 1, 16, 20
Add-In Module Configuration, 5 joystick, 1, 3, 14, 18
add-ins, 2, 25 key features, 21
analog joystick, 14, 18 keyboard, 1, 16
annotations, 22 function keys, 17
data, 1, 22 keypad keys, 16
text, 1, 22 shortcut keys, 17
API module, 1, 2, 23 keypad, 16
application product index, 6 label database, 15
Application Programming Interface (API) large plant monument, 12
module, 1, 2, 23 license pool, 6, 9, 10
AutoCAD support, 4 licenses, 5, 6
auto-define display sets, 22 line strings, 13
available menu commands, 5 lines, 13
backing up databases, 15 log file, 11
calibration, joystick, 14 Material Editor, 23
Collaboration module, 2 material table, 23
collections, 21 measurement collections, 21
collision detection, 1, 2, 3, 23 measurements, 1, 21
command line parameters, 13 menu commands, 5
Common toolbar, 19 Microsoft Project, 5
concurrent-use licenses, 5, 6 MicroStation support, 4
configuration, 12 modes
Construction module, 1, 2, 3, 23 directional, 21
construction text, 13 mouse drag, 21
customer assistance, 24 positioning, 21
customization services, 25 modules, 1, 2, 18
data annotations, 1, 22 API, 1, 2, 23
databases, 12, 15 Collaboration, 2
DesignReview, 1, 12, 17, 19 Construction, 1, 2, 3, 23
directional modes, 21 Hidden Line, 2
display sets, 1, 22 Photo-Realism, 2, 23
documentation, 24 Visual Effects, 2
drivers, joystick, 14 motion and orientation control, 21
dynamic collision detection, 23 mouse, 1, 16
environment variables, 6, 7, 8 mouse drag modes, 21
features, 21 network installation, 5
file locking, 10, 11 new_origin, 12
format for license pool file, 9 old_origin, 12
function keys, 17 online Help, 24
generic variables, 6 OpenGL, 1
getting Help, 21 PDS, 1, 12
GUI, 16 Photo-Realism module, 2, 23
hardware requirements, 3 pocket menu, 19
Help, 21 pooling licenses, 6, 9
28 Index

Position Control toolbar, 19 single-use licenses, 5

positioning modes, 21 site ID, 12
Primavera Project Planner, 5, 23 site name, 12
product index, 6 SmartPlant Review Bundle, 5
Project 98, 5, 23 SmartPlant Review Programmer’s Guide, 2, 23
project database, 15 SmartPlant Viewer, 12
Project Manager, 20 static collision detection, 23
project options, setting, 12 stereo viewing hardware, 3
rates for joystick movement, 18 support, 25
recommendations, 3 tags, 1, 22
running applications concurrently, 11 text annotations, 1, 22
sample data, 5 tips for DesignReview users, 17, 19
SAT files, 4 toolbars, 18
ScheduleReview, 2, 20, 23 transform, 12, 13
scheduling, 2 tree view, 20
schema file, 12 user assistance, 24
serial numbers, 5 views, 20
server, setting up license pools, 9 Virtual Memory, 3
setting project options, 12 Visual Effects module, 2
setup, 3 VUE file creation, 1
sharing databases, 15 welcome, 1
shortcut keys, 17