CADWorx

Installation
Version 20.2 (2020 R2)
Thursday, July 29, 2021
Copyright
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CADWorx Installation 2
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trademarks of Autodesk. HOOPS is a trademark of Tech Soft 3D, L.L.C. Other brands, and product names are trademarks of their
respective owners.
CADWorx Design Review contains Autodesk® RealDWG by Autodesk, Inc., copyright © Autodesk, Inc. All rights reserved.
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CADWorx Installation 3
 Introduction to CADWorx Installation

Contents
Introduction to CADWorx Installation ....................................................................................................... 6
What's New in CADWorx Installation ...................................................................................................... 7

CADWorx Software Recommendations .................................................................................................... 8

Installation .................................................................................................................................................. 10
Quick Start ............................................................................................................................................ 10
CADWorx Installation ............................................................................................................................ 10
Install in Silent Mode ...................................................................................................................... 12
Setup Profile ................................................................................................................................... 15
Software Installation on Network Drive ................................................................................................. 16

Licensing .................................................................................................................................................... 19

Uninstall...................................................................................................................................................... 20
Uninstall CADWorx ............................................................................................................................... 20
Uninstall in Silent Mode .................................................................................................................. 20

Database Setup .......................................................................................................................................... 21

ODBC Drivers ....................................................................................................................................... 21
Oracle ODBC Driver Setup ............................................................................................................ 24

Installing and Configuring Microsoft SQL Server 2012 ......................................................................... 25

Install Microsoft SQL Server 2012 ........................................................................................................ 26
Install any Required SQL Server 2012 Upgrades ................................................................................. 29
Verify Automatic Startup of Microsoft SQL Server 2012 Services ........................................................ 29
Register the Microsoft SQL Server ....................................................................................................... 30
Assign System Administrator Privileges for SQL Server 2012 ............................................................. 30
Create a SQL Server Database Alert.................................................................................................... 31
SQL Server port assignments ............................................................................................................... 34

Appendix: Install and Configure Oracle Software ................................................................................. 35

Install and Configure Oracle Server Software ...................................................................................... 35
Oracle Server Configuration ........................................................................................................... 35
Install Oracle Database 11g Release 2 Server Software (11.2.0.2) .............................................. 36
Delete the Default Oracle Database............................................................................................... 40
Create the Smart 3D Oracle 11g Database ................................................................................... 40
Oracle Post-Installation Requirements ........................................................................................... 46
Oracle 11g Release 2 32-bit Client Installation..................................................................................... 46

CADWorx Installation 4
 Introduction to CADWorx Installation

Index ........................................................................................................................................................... 50

Technical Support ..................................................................................................................................... 51

CADWorx Installation 5
SECTION 1

Introduction to CADWorx Installation

Hexagon PPM CADWorx® Plant Design Suite is an integrated, complete CAD-based software
series for plant design that provides intelligent drawing and database connectivity, advanced
levels of automation, and easy-to-use drafting tools. The comprehensive series of design tools
includes equipment, process and instrument diagrams, and design review, plus automatic
isometrics and bills of material.
CADWorx is quick and easy to set up and use, so you can start designing right away. The
bi-directional links between CADWorx and analysis programs for pipes and vessels enable
designers and engineers to easily share information while keeping the drawings, models, and
related information continuously synchronized as changes are made. And, the fast processing
and highly refined user-interface features in CADWorx empower users to work efficiently
together, even on large models.

CADWorx Installation 6
What's New in CADWorx Installation
Version 20.2 (2020 R2)
The following changes have been made for this release:
 CADWorx is now compatible with AutoCAD 2022.
 CADWorx is now compatible with BricsCAD 21.

CADWorx Installation 7
SECTION 2

CADWorx Software Recommendations

AutoCAD Software Compatibility

CADWorx is compatible with the following AutoCAD versions:
 AutoCAD 2022 (64 bit)
 AutoCAD 2021 (64 bit)
 AutoCAD 2020 (64 bit)
 AutoCAD 2019 (64 bit)
CADWorx is compatible with the following Autodesk vertical products (2022-2019):
 AutoCAD Mechanical
 AutoCAD Electrical
 AutoCAD Architecture
 AutoCAD MEP
 AutoCAD Civil 3D
 AutoCAD Map 3D
CADWorx is NOT compatible with:
 AutoCAD LT
 Autodesk Inventor
 Autodesk Revit
The operating system compatibility is based on AutoCAD or the Autodesk vertical product used:
 AutoCAD 2022: Windows 10
 AutoCAD 2021: Windows 10
 AutoCAD 2020: Windows 10
 AutoCAD 2019: Windows 10

 For the most up to date AutoCAD system requirements, check the Autodesk website.
 Beginning with Windows 10 and Oracle 12.1.0.2, Microsoft and Oracle will enforce the
Internet Host Table Specification RFC 952 which mandates that component hostname
labels can contain only alphanumeric characters. Host names using underscores (‘_’) are
not allowed. Refer to Oracle Support Articles 1603775.1 and 1957895.1 and Microsoft KB
101785.

BricsCAD Software Compatibility

CADWorx is compatible with the following BricsCAD versions:

CADWorx Installation 8
 CADWorx Software Recommendations

 BricsCAD 21
 BricsCAD 20.2
 BricsCAD 19.1.11
The operating system compatibility is based on BricsCAD used:
 BricsCAD 21: Windows 10
 BricsCAD 20.2: Windows 10
 BricsCAD 19.1.11: Windows 10

CADWorx Installation 9
SECTION 3

Installation
Install CADWorx on the system hard drive using the setup.exe installation file located on the
CADWorx product CD. The installation process is relatively simple. As you go through the
installation process, the software prompts you for required information.
If Autorun is enabled, the setup procedure starts when you insert the CD into the
CD-ROM drive. If the installation does not start automatically, double-click setup.exe

Quick Start
1. Run the SETUP.EXE.
2. To start CADWorx, click the icon created during installation.
3. Follow the dialogs will carry the user through the rest of the installation.
4. First time run of the program will require certain startup parameters to be set. Most of the
time, the defaults will be sufficient.

CADWorx Installation
The installation is similar to most other Windows installations. The following information is
required:
 What drive is used?
 Which version of CAD does CADWorx use?
 Where will CADWorx be installed?
When installing a new version of CADWorx, the CAD profile settings are reset. When
updating to a new version of CADWorx the CAD profile settings are not reset.
You must be logged in with administrator privileges to run the installer. If you do not have those
privileges, the software prompts you to run as an administrator. You must also have elevated
privileges to run the silent install instructions. Run and close the CAD platform you plan to install
on one time before you install CADWorx.

To install CADWorx
1. Open the media received from Hexagon PPM, then double-click to run
CADWorxPlantSetup.exe.
2. Click Start Setup.
If you have a previous version of CADWorx installed, the software prompts you
with the option to uninstall it before installing the current version.
 Click Continue to install the current version and retain the previous version.

CADWorx Installation 10
 Installation

 Click Uninstall to remove the previous version prior to installing the current version.
 Click Exit to terminate the installer.
3. Type the user name in the User Name box.
4. Type the company name in the Company Name box.
5. Select the software required for installation.
6. Click (Version) to expand the software selection, and then type the serial number provided
by Hexagon PPM.
The Editor does not require a serial number.
7. Select the platform version with which to run CADWorx .

8. Type the location drive and folder in Install Path, or click the browse ellipsis to navigate
to a folder. To use the default, click Next.
9. Clear Run Redistribute if you want to manually install redistributables later.
You must install the redistributables at a later time for the software to
function correctly.
10. Select the I agree to the license agreement and conditions check box, and then click
Install.
11. If the User Account Control dialog box displays, click Yes.
During the installation process, a progress bar displays along with the status of the
installation process.
To view the readme, select the View Readme check box. The readme file
displays after you click Finish.
12. Click Finish.

To install CADWorx using a DVD:To install CADWorx

1. Insert the DVD in the drive.
2. Click Start.
3. Select Run, or type the information below in the Search programs and files box.
4. In the command line type <CD-DRIVE>:\CADWorxPlantSetup.exe, Alternatively, click
Browse to locate CADWorxPlantSetup.exe on the CD ROM drive.
5. Click Start Setup.
If you have a previous version of CADWorx installed, the software prompts you
with the option to uninstall it before installing the current version.
 Click Continue to install the current version and retain the previous version.
 Click Uninstall to remove the previous version prior to installing the current version.
 Click Exit to terminate the installer.
6. Type the user name in the User Name box.
7. Type the company name in the Company Name box.

CADWorx Installation 11
 Installation

8. Select the software required for installation.

9. Click each product name, except for Specification Editor and Object Enabler, to expand
each software selection, and then type the serial number provided by Hexagon PPM.
P&ID Basic does not require a serial number. You can only install either P&ID
Professional or P&ID Basic.
10. Select the platform version with which to run CADWorx.
11. Type the location drive and folder in Install Path or click Browse to navigate to a folder. To
use the default, click Next.
12. Clear Run Redistribute if you want to manually install redistributables later.
You must install the redistributables at a later time for the software to
function correctly.
13. Select the I agree to the license agreement and conditions check box, and then click
Install.
14. If the User Account Control dialog box displays, click Yes.
During the installation process, a progress bar displays along with the status of the
installation process.
To view the readme, select the View Readme check box. The readme file
displays after you click Finish.
15. Click Finish.
If you need to modify the license type after installation, you can re-run the
installation process. Then, select Repair/Modify, choose Add or Remove Features, select
the License Type, and then click Update. During the installation process, a progress bar
displays along with the status of the installation process.

Install in Silent Mode

To perform a silent installation of the software, type the required command instructions on the
command line.

 You must have administrative level rights to run the installer in silent mode. You must select
Run as Administrator from the right-click menu when stating the DOS prompt.
 Ensure you are in the directory of the Setup.exe file.
Example:
[Root Directory]\CADWorxPlantSetup.exe /install /silent /log "C:\SetupLog.log"
USERNAME="HexagonUser" COMPANYNAME="Hexagon" TARGETDIR="C:\CADWorx 2020
R2" SLAACCEPT="YES" ACAD_VERTICAL_VERSION="ACAD|2020" or
BCAD_VERSION="BCAD|2020"
ADDLOCAL="CORE_FEATURE,PLANT_FEATURE,SPECEDITOR_FEATURE,EQUIPMENTE
DITOR _FEATURE,PIDPRO_FEATURE,OBJECTENABLER_FEATURE"

CADWorx Installation 12
 Installation

PLANT_SERIALNUM="00000000000000" PIDPRO_SERIALNUM="000000000000000"
RUN_REDISTRIBUTE="YES" UNINSTALL_PREVIOUS_VERSION="YES"
The installer modify feature can only be performed through Add/Remove Programs.
All values must be typed with quotations.

Command Line Option Description Available Options/Examples

/install Runs the installer. /install

/silent Specifies that you are running a /silent

silent installation. With the silent
installation, the installer dialog
boxes do not display, and the
installation process runs in the
background.

USERNAME Specifies your user name. Any user Ex: USERNAME="HexagonUser"

name in your network.

COMPANYNAME Specifies your company name. Any Ex: COMPANYNAME="Hexagon"

company name in your network.

TARGETDIR Specifies the location folder for the Ex. "C:\CADWorx 2020"
CADWorx install. Any available
location on your machine.

SLAACCEPT Specifies that you accept or do not  "YES"

accept the license agreement. If
 "NO"
you type "NO", the installation
process does not complete. You
must accept the license agreement
for the installation to complete.

/log Enables you to view details of the /log "C:\SetupLog.log"

silent install.

CADWorx Installation 13
 Installation

Command Line Option Description Available Options/Examples

ACAD_VERTICAL_VERSI Specifies the version type and year  "Civil3D"

ON of the AutoCAD you are using. For
 "ACAD"
example, "ACAD|2021" specifies
that you are using AutoCAD 2021.  "Map"
For the latest AutoCAD
compatibility, see CADWorx  "ADT"
Software Recommendations (page  "ACADM"
8).
 "MEP"
 "ACADE"
 "2019"
 "2020"
 "2021"
 "2022"

BCAD_VERSION Specifies the version of BricsCAD  "2019"

you are using. For example,
 "2020"
"BCAD|2020" specifies that you
are using BricsCAD v20. For the  "2021"
latest BricsCAD compatibility, see
CADWorx Software
Recommendations (page 8).

ADDLOCAL Specifies the CADWorx products to  "PLANT_FEATURE"

install. You can either install
 "PIDPRO_FEATURE"
PIDPRO_FEATURE or
PIDBASIC_FEATURE. You must  "SPECEDITOR_FEATURE"
install CORE_FEATURE each time
you run a silent install.  "PIDBASIC_FEATURE"

Separate each  "CORE_FEATURE"

option only with a comma. Do not  "OBJECTENABLER_FEATURE"
place spaces before or after a
feature option.  "EQUIPMENTEDITOR_FEATURE"

PLANT_SERIALNUM Specifies the Plant Professional See Example above.

serial number provided by
Hexagon. You only need to type
this option if you are installing
PLANT_FEATURE.

PIDPRO_SERIALNUM Specifies the P&ID Profession serial See Example above.

number provided by Hexagon. You
only need to type this option if you
are installing PIDPRO_FEATURE.

CADWorx Installation 14
 Installation

Command Line Option Description Available Options/Examples

RUN_REDISTRIBUTE Runs the redistributable  "YES"

executables
 "NO"
(VC2008Redistribute.exe,
VC2010Redistribute, and
VC2013Redistribute). The default
setting is "YES".

UNINSTALL_PREVIOUS_ Removes previous versions of the  "YES"

VERSION software.
 "NO"
If no value is entered,
previous versions are not removed.

Install a Service Pack or Hot Fix in Silent Mode

You can install a Service Pack (SP) or a Hot Fix (HF) in silent mode on top of an existing
installation of the program. The procedure is the same as installing the full program in silent
mode; however, fewer command line options are available.
Example:
[Root Directory]\CADWorxPlantSP1Setup.exe /install /s

Command Line Option Description Available Options/Examples

/install Runs the installer. /install

/silent Runs the installer in silent mode. /s

Installer dialog boxes do not display,
and the installation process runs in
the background.

Setup Profile
Enables you to start CADWorx in different versions of the CAD platform. You need to run the
Setup_Profile utility with Administrator privileges.
Select CADWorx
Enables you to select the version and product you want to run.
 CADWorx Version
Specifies the version of CADWorx you want to run.
 CADWorx Product Location
Specifies the location of the CADWorx installation for the product you select from the
Product List.

CADWorx Installation 15
 Installation

 Product List
Specifies the product you want to run, such as Plant or P&ID.
Select the CAD platform
Enables you to select the version of the CAD platform you want to run for the CADWorx
version.
 CAD Product Location
Specifies the location of the CAD platform version selected in the CAD Version List.
 CAD Version List
Specifics the version of CAD platform you want to run. This list only displays available
and supported versions of the CAD platform.

Launch CADWorx in a different version of CAD

1. In your [Product Folder], right-click CADWorx_Setup_Profile.exe, and then select Run as
administrator.
2. Click CADWorx Version, and then select a version from the list.
The installed CADWorx products display in the Product List.
3. Select one or more products from the Product List.
When you select a CADWorx product, the current version for that product
displays below the Product List.
4. Select the CAD platform version you want to run from the CAD Version List.
The software only lists supported versions of the CAD platform.
5. Click OK.
The CADWorx [Product] [Version] Profile Created message box displays.
6. Click Yes.
The CADWorx product launches in the selected version of CAD platform.

Software Installation on Network Drive

Administrator rights are required on the computer to install the software. After
installation is complete, administrator rights can be revoked. Administrator rights are not
required to run CADWorx.
Installing the software on a network drive is no different than installing it on a local hard
drive--specify the target installation drive and folder, and the software is installed accordingly.
Some networks protect installation folders from subsequent modification. As such, CADWorx
requires setting the access rights to the installation folder to write, read and modify in specific
folders.
Because CADWorx uses data files specific to the installation that you may need to modify, these
files cannot be located in the protected installation folder. Instead, these data files are located in
a sub-folded named [Product Folder]\Plant\System and [Product Folder]\Plant\Support. Give
users all access rights to both folders.

CADWorx Installation 16
 Installation

Although the actual name of the software installation folder can be user-specified, the
\System and \Support folder names are fixed and created automatically during the installation
process. Renaming either of these sub-folders causes the software to generate errors and fail.
Renaming the sub-folders causes the software to generate errors and fail.
If users are allowed to modify the specifications and/or component data files, these default
folders must also allow full access. Specification files are found in the [Product Folder]\Spec
folder. Pipe Support Steel Data files are found in \Steel_I, and \Steel_M folders and you can
reference the data in the .prj or psl. After the software is installed, you can use the configuration
within the Pipe Setup to move folders to a user-specified location. For more information, see
Setup in the CADWorx Plant Help.
When the software is installed on a network drive, each client computer must contain the
command line directives in the icon to properly locate and run the software. The easiest way to
create the icon is to run the CADWorx Plant Setup Profile on the client computer.
CADWorx can be run on a network or on stand-alone computers. Three different network
installation configurations are possible.
1. Software is installed on a network drive. A green local hardware lock is attached to all client
computers.
2. Software is installed on a network drive or on individual client computers. A red lock is
attached on a network system, and subsequently accessed by multiple users.
3. Software is installed on a network drive. Local hardware locks and a network hardware locks
are used.

Prerequisites:
 You must map the network location to a drive. When you install to a Universal Naming
Convention location, manually update the profile settings after running the settings on the
client computer. Map the network location to a drive such as U:\ for example.
 The drive letter that you select for the mapped drive of the network location must match the
mapped drive letter on the client location. For example, if you install CADWorx Plant from
computer X on the mapped drive U:\ to the CADWorx 2018 folder, then that same mapped
drive letter U:\ on another client computer must point to the same location.
 You must install the same version of AutoCAD or BricsCAD in the same location on both the
network computer and the client computer. For example, you install AutoCAD 2018 on the
network computer, and CADWorx 2018 on the network computer, then you must also install
AutoCAD 2018 on the client computer.
 The install network computer and the client computer must be located on the same network
or domain.
 You must allow the client computer the same levels of read/write access to folders outlined
in the Installation Guide.

Network install computer steps:

 Install CADWorx Plant on the mapped drive letter such as U:\ on the install network
computer

CADWorx Installation 17
 Installation

Client computer steps:

After you install CADWorx Plant on the mapped drive from the network install computer, register
the CADWorx wrapper on the client computer.
To register the CADWorx 64 wrapper, do the following:
1. In the Windows search bar, type CMD.
2. Right-click the Command Prompt option that displays, and select Run as administrator.
3. Connect to the correct network drive location, as shown below, and then type cd
"CADWorx (Version)\Utilities".
4. Type CADWorx64register.bat, and then press ENTER.

5. Copy the CADWorx Plant icon shortcuts from the network computer desktop to the client
computer.
6. Run CADWorx Plant, Equipment, P&ID, or any of the other software shipped with the
CADWorx 2018 installation.

CADWorx Installation 18
SECTION 4

Licensing
CADWorx supports Intergraph Smart® Licensing. For complete installation and configuration
instructions, see the Smart Licensing documentation.

CADWorx Installation 19
SECTION 5

Uninstall
Uninstall instructions for CADWorx are as follows.

Uninstall CADWorx
1. Click Start > Control Panel.
2. Under Programs, click Uninstall a program.
3. On the Uninstall or change a program list, double-click CADWorx (version). Alternatively,
click CADWorx (version), and then click Change.
4. Click Modify.
5. Select Uninstall.
6. If you receive the User Account Control dialog box, click Yes.
CADWorx removes.
7. Click Finish.
The uninstall closes.

Uninstall in Silent Mode

To perform a silent uninstall, you need to type the command instructions on the command line.
Example:
[Root Directory]\CADWorxSetup.exe /Uninstall /silent
Ensure you are in the directory of the CADWorxSetup.exe file.
/Uninstall
Runs the uninstall.
/silent
Specifies that you are running a silent uninstall. With the silent uninstall, the uninstall dialog
boxes do not display, and the uninstall runs in the background.

CADWorx Installation 20
SECTION 6

Database Setup
Database setup is optional for CADWorx. This section is provided for those clients who choose
to use a Database with CADWorx.

ODBC Drivers
All databases associated with CADWorx use 64 bit ODBC (Open DataBase Connectivity)
drivers. CADWorx will install the required ODBC drivers if they are not already present.
After you install the software, the CADWorx User Data Sources list displays:

CADWorx Installation 21
 Database Setup

ODBC drivers that are configured correctly ensure that CADWorx performs correctly. The
following figures show the ODBC driver information.

CADWorx Installation 22
 Database Setup

The Access data source is shown in the next figure.

To set up an SQL Server data source name, review the instructions in the [Product
Folder]\System\SQLServer.txt file. The following figure shows the SQL Server data source.

CADWorx Installation 23
 Database Setup

Oracle ODBC Driver Setup

The following instructions and screen captures describe how to setup the data source name
(DSN) for Oracle databases.
1. Start the ODBC Administrator from the Control Panel to setup the Oracle ODBC Driver.
Please make certain you are running the latest version of the ODBC Administrator and
ODBC Drivers To check the version, go to the About Tab. The latest version of ODBC can
be found on the Microsoft Web Site.

2. Hit the Add button, and select Oracle ODBC Driver. The name "Oracle in
OraDb11g_home1" may be different on your system.
3. In the next dialog, type in the following:
 For CADWorx P&ID:
Data Source Name: P&ID_ORACLE
Service Name: CWORA11g
The Data Source Name must be P&ID_ORACLE. The service name can be whatever
you selected for the database name.
 For CADWorx Plant:
Data Source Name: PLANT_ORACLE
Service Name: CWORA11g
The Data Source Name has to be PLANT_ORACLE. The service name can be
whatever you selected for the database name.
 For CADWorx IP:
Data Source Name: IP_ORACLE

CADWorx Installation 24
 Installing and C

Service Name: CWORA11g

The Data Source Name has to be IP_ORACLE. The service name can be whatever you
selected for the database name.
4. After the DSN is created, test the DSN by pressing the "Test Connection" button.

Installing and Configuring Microsoft SQL

Server 2012
Because system configurations, database software, and individual company standards vary, use
this section as a checklist instead of step-by-step instructions for Microsoft SQL Server 2012
SP2 (64-bit) running on a Windows Server 2008 R2 operating system. Please contact Intergraph
Customer Support for specific configuration questions.
If you are using a Global Workshare Configuration, you need to install the Enterprise Edition of
Microsoft SQL Server for your Host and Satellite locations.
There are internationalization considerations concerning the SQL Server
collation settings you specify that relate to reference data, using SmartPlant Enterprise
integrated systems, Global Workshare Configuration, multiple locales, backup/restore, reports,
and upgrading to future releases. Please contact Intergraph Customer Support for specific
configuration questions.

Topics
Install Microsoft SQL Server 2012 ................................................. 26
Install any Required SQL Server 2012 Upgrades ......................... 29
Verify Automatic Startup of Microsoft SQL Server 2012 Services 29
Register the Microsoft SQL Server ................................................ 30
Assign System Administrator Privileges for SQL Server 2012 ...... 30
Create a SQL Server Database Alert ............................................ 31
SQL Server port assignments........................................................ 34

CADWorx Installation 25
 Installing and C

Install Microsoft SQL Server 2012

1. Insert your Microsoft SQL Server DVD, and start the setup program.
2. From the Planning page, select System Configuration Checker to check for pre-requisite
applications and identify potential installation problems. You might have to restart your
computer if any pre-requisite applications were installed.

3. Click Installation, and then select the New SQL Server stand-alone installation or add
features to an existing installation option.

4. As you go through the installation process, make sure you install the Setup Support Files
and review any Setup Support Rules that identify potential problems.

5. Enter your SQL Server 2012 product key provided by Microsoft, and click Next.
6. Accept the license terms, and click Next.

CADWorx Installation 26
 Installing and C

Wait while the SQL Server Setup files are installed on the computer.

7. Click Next.
8. Select SQL Server Feature Installation, and click Next.

9. When you get to Feature Selection, select the features below.

 Database Engine Services
 SQL Server Replication (required if the SQL server instance is set up for the Global
Workshare configuration)
 Client Tools Connectivity
 Management Tools - Basic

CADWorx Installation 27
 Installing and C

 Management Tools - Complete

10. Click Next.

11. Verify that all the installation rules pass, and click Next.

12. Define your instance name and the instance root directory. Click Next.
13. Verify the disk space requirements, and then click Next.
14. On the Server Configuration page, specify a domain account name with administrative
privileges on the system to be used. Also, set Automatic as the Startup Type and
continue.

 If you are not sure, you can use NT AUTHORITY\NETWORK SERVICE or NT

AUTHORITY\SYSTEM and change the login later on the service.
 A domain user account offers more flexibility and is typically used because many
server-to-server activities can be performed only with a domain user account, including
remote procedure calls, replication, and backing up network drives.

CADWorx Installation 28
 Installing and C

15. Select the Collation tab. Use locale-specific collation. These collation settings include the
character set, sort order, and other locale-specific settings.

16. Click Next.

17. On the Database Engine Configuration page, select Windows authentication mode.

18. Specify at least one SQL Server Administrator. You will need this administrator login later to
open SQL Server Management Studio.
19. Click Next, and complete the installation as prompted.
If any errors occur during installation, refer to the Summary Log for more information and
contact Intergraph Support for further assistance.

Install any Required SQL Server 2012 Upgrades

You might require an upgrade or service pack of Microsoft SQL Server 2012. See CADWorx
Database Server Recommendations for version information. If you do need to upgrade, go to
the Microsoft website and follow instructions provided in the Microsoft Download Center.

Verify Automatic Startup of Microsoft SQL Server

2012 Services
1. Open Control Panel > Administrative Tools, and then double-click Services.
2. Verify that the Status field is set to Started and the Startup Type field is set to Automatic,
for SQL Server (MSSQLSERVER).

The MSSQL service is appended with the named instance you specified when you
installed Microsoft SQL Server. For example, if you installed SQL Server as an instance
named Instance1, the service displays as MSSQL$Instance1.
3. To change the Status or Startup Type fields, right-click the service name, and select
Properties from the shortcut menu.

CADWorx Installation 29
 Installing and C

a. On the General tab, select Automatic from the Startup type list.
b. In the Service status section, click Start.
c. Click OK.

Register the Microsoft SQL Server

You must register the database server instance in SQL Server Management Studio on the
database server computer and on each client computer that you plan to use for:
 Administration tasks such a Project Management and creating or upgrading databases
 Running the Interference Checking Service
Verify that Authentication is set to Windows Authentication.

1. Open Microsoft SQL Server Management Studio.

2. Connect to your instance using the administrator login that you created during setup.
3. Select View > Registered Servers.
4. Under Database Engine, right-click Local Server Groups and select New Server
Registration.
The system displays the New Server Registration dialog box.
5. On the General tab, enter the name of the server instance that you want to register.
or
Select a server from the Server name drop-down list.
6. Click Save.
Before exiting Microsoft SQL Server Management Studio, perform the steps in
Assign System Administrator Privileges for SQL Server 2014.

Assign System Administrator Privileges for SQL

Server 2012
Perform the following steps on the CADWorx database server.
1. Open Microsoft SQL Server Management Studio and expand the listing for your database
server in the left tree view.
2. In the tree view, expand the listing under Security, right-click Logins, and select New
Login.
The Login - New dialog box displays.

CADWorx Installation 30
 Installing and C

3. Type the user account to be assigned administrative privileges in the Login name text box.
For example, type AdminUser1.

4. Select Server Roles under the Select a page heading to display the Server Roles list.
5. In the Server Roles list, select the sysadmin check box.

 Administrators need the sysadmin role. Standard users need public, db_datareader, and
db_datawriter database role membership mapping to each one of the CADWorx
databases. Standard users also need Execute permission to each database.
 We do not recommend granting standard users db_owner permissions as it gives the
users a very high privilege to the database.
6. Click OK.

Create a SQL Server Database Alert

When the CADWorx database server is running low on disk space, the software begins to
display error messages because data can no longer be persisted or logged. Microsoft SQL
Server, however, does not issue any particular alerts for the workstation computers when the
disk is full or becoming limited.
Using the Performance Monitor, the CADWorx administrator can create a Data Collector Set
that contains an alert to be issued when a threshold value for a System Monitor has been
reached. In response to the alert, System Monitor can launch an application to handle the alert
condition.
You must perform the following procedure on the database server computer.
1. Open Control Panel > Administrative Tools > Performance Monitor.
2. Expand Monitoring Tools in the Performance tree view and start the Performance
Monitor.

CADWorx Installation 31
 Installing and C

3. Expand Data Collector Sets in the tree view and right-click on User Defined.

4. Select New > Data Collector Set from the shortcut menu.
5. Type the name you want to use for the data collector set, click Create manually
(Advanced), and then click Next.

6. Select Performance Counter Alert, and click Next.

7. Click Add to open the Add Counter dialog box.
8. Set the database server name in the Select counters from computer field.
9. Select the Microsoft SQL Server object in the Available counters section.

10. Select a counter in the Select counters from list list, and then click Add.

CADWorx Installation 32
 Installing and C

The new counter displays in the Added counters list.

Use CTRL+ or SHIFT+ to select multiple objects.
11. After all counters have been added, click OK to close the Add Counters dialog box.
To add local counters from a remote computer, you must have one of the
following permissions on the computer:
 Local administrator privilege
 Be a member of the Performance Monitor Users local group.
12. Under the Performance counters list, select either Above or Below for the Alert when
value.

13. In the Limit box, enter a threshold value. Depending on the object you selected, the alert
will be generated when the value for the counter is more than or less than the threshold
value. Click Next to continue.
14. Click Finish.
Your new data collector set displays in the User Defined page.
15. To configure the alerts, double-click on your data collector set name and then right-click the
data collector. Select Properties from the shortcut menu.
16. On the Alerts tab, you can set additional alerts and define the unit of time for the duration of
the sample interval.

17. Set options in the Alert Action and Alert Task tabs to specify the actions to occur each
time the alert is triggered.
18. Click OK to close the Properties dialog box and activate the alert settings.
For more information about using System Monitor and setting up SQL Server
alerts, see the documentation delivered with Microsoft SQL Server and Windows Server.

CADWorx Installation 33
 Installing and C

SQL Server port assignments

The Microsoft SQL Server database uses the following port assignments.
This assignment might not be required if Microsoft SQL Server is not used as a
database within your implementation.

Port Number TCP/UDP Communication Comments

1433 TCP From client to server; from server to client SQL Server Instance

1434 UDP From client to server; from server to client SQL Browser

CADWorx Installation 34
APPENDIX A

Appendix: Install and Configure Oracle

Software

Install and Configure Oracle Server Software

During installation of the database components, setup displays various dialog boxes that prompt
you for information. We recommend that you refer to your Oracle documentation for specific
instructions concerning the dialog boxes and wizard pages.
All domain verified user names and passwords must use ASCII7/English
characters. Oracle does not support non-ASCII / English characters in domain user names or
passwords and will not work. In addition, do not use the @ character in an Oracle password.
This limitation applies only to Oracle, not Hexagon PPM.

Topics
Oracle Server Configuration .......................................................... 35
Install Oracle Database 11g Release 2 Server Software (11.2.0.2)
....................................................................................................... 36
Delete the Default Oracle Database .............................................. 40
Create the Smart 3D Oracle 11g Database................................... 40
Oracle Post-Installation Requirements .......................................... 46

Oracle Server Configuration

1. Log in as a user with administrator access to the server.
2. Turn off Windows Firewall. If this is not an option, please refer to the Oracle Installation
Guide for information on the exceptions that must be put into place prior to installing Oracle
on Windows.
3. In the Folder Options of File Explorer, clear the Simple File Sharing option.
a. Open File Explorer.
b. Select the View tab.
c. Click Options > Change folder and search options.
d. Select the View tab.
e. Scroll to the bottom and clear the Use Sharing Wizard (Recommended) option.
4. Click OK.

CADWorx Installation 35
 Appendix: Install and Configure Oracle Software

Install Oracle Database 11g Release 2 Server Software

(11.2.0.2)
This section will guide you through the installation process for Oracle 11g R2 (11.2.0.2) server
software with Patch 22.
1. Open the hosts file and enter the IPv4 address and server host name. The hosts file is
located in C:\windows\system32\drivers\etc\hosts.
2. Add the environment variable ORACLE_HOSTNAME=<server name> in the System
Environment Variables.
3. Run setup.exe from the install disk or folder while logged in as a local administrator.
4. Enter your security update information in the Configure Security Updates screen, and click
Next.
5. Select Skip software updates, and click Next.
6. Select Create and configure a database in the Select Installation Option screen, and
click Next.
7. Select Server Class in the System Class screen, and click Next.
8. Select Single instance database installation in the Grid Installation Options screen, and
click Next.
9. Select Advanced install in the Select Install Type screen, and click Next.
10. Select the installation language in the Select Product Languages screen, and click Next.
11. Select Enterprise Edition or Standard Edition in the Select Database Edition screen,
and click Next.

CADWorx Installation 36
 Appendix: Install and Configure Oracle Software

12. Specify the Oracle Base location for the base folder and the Software Location for the
home folder by browsing to the location, and click Next.

13. Select General Purpose / Transaction Processing in the Select Configuration Type
screen, and click Next.

CADWorx Installation 37
 Appendix: Install and Configure Oracle Software

14. Specify the Global database name and Oracle Service Identifier (SID) values in the
Specify Database Identifiers screen, and click Next.

CADWorx Installation 38
 Appendix: Install and Configure Oracle Software

15. Select the Memory tab on the Specify Configuration Options screen, and select the
Enable Automatic Memory Management option. The percentage of memory allowed for
an instance of Oracle should not exceed 40%. If you have more than one Oracle instance
on this server, the allocated memory should not exceed 40% of the system memory.

16. Select the Character sets tab on the Specify Configuration Options screen and select
the Use Unicode (AL32UTF8) option.

 All products in SmartPlant Enterprise that participate in integration should set their
encodings to Use Unicode (AL32UTF8) for the Database Character Set option, and to
AL16UTF16 - Unicode UTF-16 Universal character set for the National Character
Set option.
 For more information about the Character sets option, see your Oracle installation
documentation.
17. Select the Security tab on the Specify Configuration Options screen, and choose your
security settings option.
18. Select the Sample Schemas tab on the Specify Configuration Options screen, and select
the Create database with sample schemas option. Click Next.
19. Select the Use Database Control for database management option on the Specify
Management Options screen. You can also enable notifications through email with this
option.
20. Select File System in the Specify Database Storage Options screen and specify a
database file location. Click Next.
21. Specify your recovery options in the Specify Recovery Options screen, and click Next.

CADWorx Installation 39
 Appendix: Install and Configure Oracle Software

Do not enable Automated backups.

22. Specify your schema passwords in the Specify Schema Passwords screen, and click
Next. You must choose either the Use different passwords for these accounts or Use
the same password for all accounts option.
The software checks that all prerequisite software is installed on the computer.
23. Click Finish in the Summary screen.
24. Click Close after the installation process is finished.
See Also
Delete the Default Oracle Database (page 40)
Install and Configure Oracle Server Software (page 35)

Delete the Default Oracle Database

The default database created earlier in this workflow must now be deleted. The following steps
will guide you through this process.
1. From the Start menu, select All Programs > Oracle > Configuration and Migration Tools
> Database Configuration Assistant.
2. Click Next on the Welcome screen.
3. Select Delete a Database, and click Next.
4. Select the default database that was created, and click Finish.
5. Click Yes when asked if you want to proceed.
6. The Database Configuration Assistant asks if you want to perform another operation.
Click No.
Because no databases exist yet, this is a convenient time to load Oracle patches on the
server. Oracle patch 22 needs to be installed before creating the Oracle database.

Create the Smart 3D Oracle 11g Database

These steps guide you through the database creation process. You must login to the server as a
local administrator to create the Oracle database.
1. From the Start menu, select All Programs > Oracle > Configuration and Migration Tools
> Database Configuration Assistant.

CADWorx Installation 40
 Appendix: Install and Configure Oracle Software

2. In the Database Configuration Assistant screen, select Create a Database, and click
Next.

3. In the Database Template screen, select the Custom Database option, and click Next.

4. Enter the name of the new database in the Database Identification screen. Generally, the
Global Database Name and the SID are identical. These names can be no longer than
eight characters.

CADWorx Installation 41
 Appendix: Install and Configure Oracle Software

5. In the Management Options screen, click Next without changing the default selections.
Configure Enterprise Manager and Configure Database Control for local management
are the default options.

6. In the Database Credentials screen, select a security option and provide the appropriate
information. Click Next.

7. On the Database File Locations screen, select File System and Use Common Location
for All Database Files. Browse to the appropriate files location, and click OK.
A subfolder is created in the folder you choose and is named with the SID you provided

CADWorx Installation 42
 Appendix: Install and Configure Oracle Software

earlier in step 4.

8. Click Next.
9. If the database will not be used in a Global Workshare Configuration, select Specify Flash
Recovery Area in the Recovery Configuration screen, and click Next.
If the database will be used in a Global Workshare Configuration, select Enable Archiving
and click Edit Archive Mode Parameters. Select Automatic Archiving to specify the
location of the archive log files.

CADWorx Installation 43
 Appendix: Install and Configure Oracle Software

10. In the Database Content screen, select the Enterprise Manager Repository option and
click Next.

11. Select the Memory tab on the Initialization Parameters screen and select the Typical
option. The percentage of memory allowed for an instance of Oracle should not exceed
40%. If you have more than one Oracle instance on this server, the allocated memory
should not exceed 40% of the system memory.

12. On the Sizing tab, configure the Processes option based on this formula.

CADWorx Installation 44
 Appendix: Install and Configure Oracle Software

Processes ≈ (Maximum Number of Users * 10) + (Number of Oracle System Processes)

The number of Oracle system processes can vary based on the number of
background processes that are running. This number is a high estimate. Overestimate the
number to ensure it will only use the number of processes that the instance needs.
13. Select the Character Sets tab, and select the Use Unicode (AL32UTF8) option.

 All products in SmartPlant Enterprise that participate in integration should set their
encodings to Use Unicode (AL32UTF8) for the Database Character Set option, and to
AL16UTF16 - Unicode UTF-16 Universal character set for the National Character
Set option.
 For more information about the Character Set options, see your Oracle installation
documentation.
14. Select the Connection Mode tab, and select Dedicated Server Mode.
15. In the Connection Mode tab, select All Initialization Parameters.
16. Click Show Advanced Parameters.
The parameters required by CADWorx in are listed below:

Name Value

db_files 1000

distributed_lock_timeout 180

open_cursors 3000

os_authent_prefix ""

processes 200

undo_retention 3600

17. Click Close after the changes have been made, and click Next on the Database
Configuration dialog box.
The control files should be divided among multiple physical hard drives. This file
is needed by the database to start.
18. Verify that the path in the Tablespaces folder is correct for SYSAUX, SYSTEM, TEMP,
UNDOTBS1, and USERS.
The information in the Datafiles and Redo Log Groups folders can retain the
default settings as long as the folder path does not need updating.
19. Create an additional Redo log file, and set the Redo log file size for each group to 512000 K.
20. Click Next.
The Creation Options screen allows you to save your database configuration as
a template file, and also allows you to generate database creation scripts.

CADWorx Installation 45
 Appendix: Install and Configure Oracle Software

Not every setting is preserved in the template file. If you re-use template
files, check the parameters carefully to verify the settings are correct.
21. When you have finished configuring the database, click Finish.
The first 15% of the creation process validates the configuration settings. After
the first 15% of the process has successfully passed, the database creation succeeds
without any errors.
22. After the Database Configuration Assistant completes the database creation, click Exit.
See Also
Oracle Post-Installation Requirements (page 46)
Install and Configure Oracle Server Software (page 35)
Appendix: Install and Configure Oracle Software (page 35)

Oracle Post-Installation Requirements

1. Create an administrator user (local or domain).
2. Add this administrator to the ORA_DBA group.
There is no need to have both Oracle Server and Oracle Client on the same
computer.
3. Make sure the Administrators, System, and Users Windows groups have full access to the
SharedContent folder on the reference data computer.
4. Make sure the Administrators and System account have full permissions to the Database
Templates folder.

Oracle 11g Release 2 32-bit Client Installation

This section guides you through the installation process for Oracle 11g R2 (11.2.0.2 and
11.2.0.4) 32-bit client.
1. Run setup.exe from the installation disk or folder as an administrator.
2. Select Custom in the Select Installation Type screen, and click Next.
3. Select Skip software updates in the Download Software Updates screen, and click Next.
4. Select the installation language in the Select Product Languages screen, and click Next.

CADWorx Installation 46
 Appendix: Install and Configure Oracle Software

5. Specify the Oracle Base location for the base folder and the Software Location for the
home folder by browsing to the location, and click Next.

6. Select the product components to install in the Available Product Components screen,
and click Next.

7. Wait while the software performs the prerequisite checks, and click Next.
8. Click Install in the Summary screen and wait while Oracle client installs.
The Oracle Net Configuration Assistant displays.

CADWorx Installation 47
 Appendix: Install and Configure Oracle Software

9. Select Perform typical configuration in the Welcome screen, click Next.

10. In the Welcome to the Oracle Net Configuration Assistant screen, click Next.

11. Click Finish.

12. Click Close after the installation process is finished.
In MSDTC, the session timeout is implemented by the registry setting
ORAMTS_SESS_TXNTIMETOLIVE. The general rule for setting timeouts are:

CADWorx Installation 48
 Appendix: Install and Configure Oracle Software

MSDTC timeout (default 60) (IIS Setting) < ORAMTS_SESS_TXNTIMETOLIVE (set

to 120) < distributed_lock_timeout (set to 180)
Use regedit to verify the setting as shown:

 For Oracle 11.2.0.2 32-bit client you must install Patch 22 now. Stop the service
OracleMTSRecoveryService if it exists and disable the service
DistributedTransactionCoordinator BEFORE you install Patch 22.
 For Oracle 11.2.0.4 32-bit client there is no patch installation requirement.
See Also
Delete the Default Oracle Database (page 40)
Install and Configure Oracle Server Software (page 35)

CADWorx Installation 49
Index

A Q
Appendix Quick Start • 10
Install and Configure Oracle Software •
35 R
Assign System Administrator Privileges for
SQL Server 2012 • 30 Register the Microsoft SQL Server • 30

C S
CADWorx Installation • 10 Setup Profile • 15
CADWorx Software Recommendations • 8 Software Installation on Network Drive • 16
Create a SQL Server Database Alert • 31 SQL Server port assignments • 34
Create the Smart 3D Oracle 11g Database •
40 T
Technical Support • 51
D
Database Setup • 21 U
Delete the Default Oracle Database • 40 Uninstall • 20
Uninstall CADWorx • 20
I Uninstall in Silent Mode • 20
Install and Configure Oracle Server
Software • 35 V
Install any Required SQL Server 2012 Verify Automatic Startup of Microsoft SQL
Upgrades • 29 Server 2012 Services • 29
Install in Silent Mode • 12
Install Microsoft SQL Server 2012 • 26
Install Oracle Database 11g Release 2
W
Server Software (11.2.0.2) • 36 What's New in CADWorx Installation • 7
Installation • 10
Installing and Configuring Microsoft SQL
Server 2012 • 25
Introduction to CADWorx Installation • 6

L
Licensing • 19

O
ODBC Drivers • 21
Oracle 11g Release 2 32-bit Client
Installation • 46
Oracle ODBC Driver Setup • 24
Oracle Post-Installation Requirements • 46
Oracle Server Configuration • 35

CADWorx Installation 50
Technical Support
For the latest information on CADWorx , visit Hexagon PPM (https://hexagonppm.com/).
For current on-line support information, including knowledge base, technical tips, and
downloads, visit Intergraph Smart Support
(https://hexagonppm.com/support/ppm-smart-community).
You can contact Hexagon PPM Technical Support or Sales:
 CADWorx & Analysis Solutions Dealer Support
(http://www.coade.com/Support/Dealers.shtml) or CADWorx & Analysis Solutions General
Support (http://support.intergraph.com/Default.asp)
 Sales E-mail: sales.cas.ppm@hexagon.com
In order to provide technical support, Hexagon PPM needs to know what version of CADWorx,
AutoCAD or BricsCAD, and what Windows you are using. To determine this information, follow
the steps outlined for the product you are using:

CADWorx Product Steps

Plant, P&ID, or Structure  Run the CADWORXABOUT command. A dialog

box opens and displays the version information.
 Close the dialog box to send the required
information to the CAD command line.
 Copy the information from the command line, and
email it to Hexagon PPM.

Equipment or PV Fabricator  Run the EQUIPABOUT command. A dialog box

opens and displays the version information.
 Close the dialog box to send the required
information to the CAD command line.
 Copy the information from the command line, and
email it to Hexagon PPM.

Internet Publisher Version information is displayed at the CAD command

line when you start the software.

Datasheets Click Help > About to display a dialog box that contains
the required information.

In addition to the information above, the table below lists the additional files that are usually
required to assist Hexagon PPM in resolving your technical issues:

CADWorx Installation 51
 Technical Support

CADWorx Product Additional Files Required by Hexagon PPM Support

CADWorx Plant (Piping, HVAC) Email the CAD model drawing (DWG) files.
 If the model consists of several line numbers,
indicate in the email which line numbers you are
having issues with.
 If the model consists of many drawing files with
dependent reference drawings (XREFs), use the
CAD platform ETRANSMIT command to create a
ZIP file of all the drawings used in the master
model.
 Configuration File (CFG).
 Project File(.prj), Catalog File(.cat), and Pipe
Support Library Files (.psl).

CADWorx Plant (component data file Email information about the part's dimension from the
creation) manufacturer's catalog.

CADWorx Isogen Email the CAD model drawing (DWG) files, any
isometrics generated by Isogen, and the Isogen
style files.
 If the model consists of several line numbers,
indicate in the email which line numbers you are
having issues with.
 Model (DWG)
 Created Isometrics
 A backup of the Isogen Style
 Extraction Logs

CADWorx Equipment Email the CAD model drawing (DWG) files.

CADWorx Equipment to PV Elite Email the CAD model drawing (DWG) file and PV Elite
interface input file (*.pvdb).

PV Fabricator Email the CAD model drawing (DWG) files and PV Elite
input file (*.PVI).

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CADWorx P&ID or CADWorx IP Email the complete P&ID project, which includes
Project.CFG, Database.TBL, Map.TBL, and all the
DWG, and MDB files. Usually, all of these files are
located in one folder.
 If the project has many P&ID drawing files, indicate
which P&ID drawings and components you are
having issues with.
 If you are experiencing database errors, include the
file [Product
Folder]\P&ID\System\Sql_Error_Log.TXT.
 If you are emailing MDB files, use a compression
utility such as WinZIP. Most email servers have
restrictions on transmitting MDB attachments.

CADWorx Structure Email the CAD model drawing (DWG) files.

 If the model consists of many components, indicate
in the model which components or location you are
having issues with.

CADWorx Datasheets Email the datasheets MDB file and any datasheet file
generated (XLS).
 If emailing MDB / XLS files, use a compression
utility such as WinZIP. Most email servers have
restrictions on transmitting MDB / XLS attachments.

CADWorx Plant to CAESAR II Email the CAD model drawing (DWG) file and CAESAR
interface II input file (*._A, *.C2).
 Run the CADWorx GETALLSPECDATAFILES
command to copy all specifications and data files
used in the model into sub-folders under where the
model drawing file is located.
 Zip the contents of these folders and email the ZIP
file to Hexagon PPM Support.
 If the model consists of several line numbers,
indicate in the email which line numbers you are
having issues with.

CADWorx Design Review Email the CAD model drawing (DWG) files.
 If the model consists of several line numbers,
indicate in the email which line numbers you are
having issues with.
 If the model consists of many drawing files with
dependent reference drawings (XREFs), use the
CAD platform ETRANSMIT command to create a
ZIP file of all drawings used in the master model.

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CADWorx Design Viewer Email the CAD model drawing (DWG) files and the
*.CDR file.

 If you are attaching large or multiple files to your Smart Support Service Request, use a
compression utility such as WinZIP.
 If you cannot attach your drawing files, then try to duplicate the issue in a new drawing with
as few components as possible. If the issue can be duplicated in a new drawing, attach the
duplicate drawing to Hexagon PPM.
 For hardware lock issues, first verify that you have a Hexagon PPM hardware lock.
CADWorx Plant Professional, CADWorx P&ID, CADWorx P&ID Professional, CADWorx
Structure use the Hexagon PPM hardware lock for licensing. For more information, see
Licensing in the CADWorx Installation Users Guide or the CADWorx Structure Installation
Guide.

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