insulation specification and other information that you use to create a P&ID.

The default location for the reference

data is ..\SmartPlant\P&ID Reference Data.
If the reference data is located elsewhere, use SmartPlant P&ID Options Manager to identify the location of
symbols, rules, labels, and other reference data for the application. You can also define symbology for graphics,
default formats for data, and key distances that affect the behavior of the application. Usually, a project manager
sets these options at the beginning of a project. The project manager seldom modifies these options except on rare
occasions when project requirements dictate a change. For more information about using SmartPlant P&ID Options
Manager, see Customizing Your Reference Data (on page 107).
􀂃You no longer need to set the default data locations in Options Manager before creating a P&ID in SmartPlant
Drawing Manager. These locations are set at the time of plant structure creation. The drawing template path should
be set to the correct node name and share name so that the software can locate the templates for P&ID creation.
For the correct share name, see Install SmartPlant Reference Data (on page 45).
For a configuration in an integrated environment, be sure the Integration Resource Path setting in
Options Manager points to the Integration Resource Files installed with the SmartPlant P&ID Reference Data.

Install SmartPlant Reference Data

1. Insert the product CD into the CD-ROM drive. If the installation does not start automatically, double-click
setup.exe in the main folder.
2. Click SmartPlant Reference Data for P&ID Installation.
3. Click Next to start the installation wizard.
4. Click Display to view and read the license agreement. You must have Adobe Reader installed to be able to view
the software license agreement.
5. Close the Adobe Reader window, then click Yes to accept the license agreement.
6. Type your User Name and Company Name, then click Next.
7. Specify the Destination Folder, then click Next.
8. Verify that the appropriate components are selected, then click Next.
or a configuration in an integrated environment, be sure to install the Integration Resource Files during
reference data installation.
fter installation, be sure the Integration Resource Path setting in Options Manager points to this folder.
9. Review your Current Settings, then click Next to install the reference data.
10. Click Finish to close the installation wizard.
You can use SmartPlant P&ID in thin client mode, which supports Citrix Presentation Server or Microsoft Terminal
Server using Remote Desktop for Administration. For installation details of Citrix Presentation Server client / server
or Microsoft Terminal Server, refer to the appropriate software vendor's documentation. When working in an
integrated environment, thin client mode operation is used as the means of providing Workshare.
hen you access the SmartPlant P&ID application via Citrix, we strongly recommend that you do not perform
any administration activities that run automatically for a long time on a client machine. When you execute
administration activities via Citrix client, the software actually performs these activities on the server side, while the
client remains idle, and the connection to Citrix is lost, possibly resulting in corruption of data. Examples of these
types of administration activities are: upgrading the database to a new version or importing a large number of
drawings. As a workaround, we recommend that you perform these kinds of activities either on your database
server machine or on a client machine using a configuration other than Citrix.
hen using thin client mode, all users share a common database, resulting in intellectual property being
shared between all sites.

Comparison of Thin Client Mode and SmartPlant P&ID

Workshare
For data sharing between sites, you can use SmartPlant P&ID's Workshare functionality or you can run SmartPlant
P&ID in thin client mode using Citrix Presentation Server or Microsoft Terminal Server.

Using SmartPlant P&ID Workshare

Users on the host and on each satellite work in separate databases. This means that it is possible to segregate
intellectual property between sites by transferring only the data that needs to be shared. When using Workshare, it
is necessary to update reference data at remote locations and to move data between sites.

Using Thin Client Mode

All users share a common database, so that there is no need to update reference data at remote locations or to move data
between sites.