1. PD4675 – Making the Move from SQLite to Microsoft SQL Server
Jason Drew
Product Support Specialist, Autodesk, Inc.
Dave Tyner
Sr. CEA Analyst, The Shaw Group, Inc.

2. Class Summary Making the move from SQLite to Microsoft SQL Server®
This class covers migrating existing projects and configuring new projects to use
Microsoft SQL Server with AutoCAD Plant 3D or AutoCAD P&ID for improved
performance and reliability in multi-user network environments. The content is applicable to:
AutoCAD Plant 3D 2011
AutoCAD Plant 3D 2012
AutoCAD P&ID 2011
AutoCAD P&ID 2012

3. Learning Objectives At the end of this class, you will be able to:
Setup new projects on SQL Server
Migrate existing projects to SQL Server
Move & copy SQL Server project databases from one server to another
Use SQL queries for custom project reports

4. Agenda 1
5:00 – 5:05
Intro 2
5:05 – 5:15
Overview of Plant 3D Databases 3
5:15 – 5:30
Installing Microsoft SQL Server 4
5:30 – 5:50
Creating/Migrating Projects 5
5:50 – 6:10
Moving & Copying Projects 6
6:10 – 6:20
SQL Queries and ODBC Links 7
6:20 – 6:30
Q&A

5. Overview of AutoCAD Plant 3D Databases

6. Database Structure
Project information is stored in both the drawings and databases
Changes are committed to drawings on save
SQLite databases are DCF files:
ProcessPower.dcf – P&ID database
Piping.dcf – 3D piping database
Iso.dcf – Isometric database
Ortho.dcf – Orthographic database

7. Database Engines File based Self-contained (serverless)
Database locking
Server based
Client/Server
Row locking

8. Database Engines SQLite File based database MS SQL
Server based database

9. Installing Microsoft SQL Server

10. System Requirements for SQL Server
Supported versions of SQL Server:
Microsoft SQL Server Express 2005 (4GB per database limitation)
Microsoft SQL Server Express 2008 (10GB per database limitation)
Microsoft SQL Server Enterprise/Standard 2005 or 2008 (no database limitations)
Supported Hardware and OS:
Minimum 1.4GHz CPU (2.0GHz or greater recommended)
Minimum 512MB of RAM (1.0GB or more recommended)
Windows Server 2003 or 2008
Windows 7, Vista
Windows XP (32-bit only)

11. SQL Server Installation Instance configuration
Download SQL Server Express (free from Microsoft)
Install new default instance (MSSQLSERVER)
Install new instance for Plant 3D

12. SQL Server Installation Database Engine Configuration
Select Authentication Mode
Specify SQL Server administrators
Set data directories

13. SQL Server Installation Configure Remote Connections
Launch SQL Server Configuration Manager
Select protocols for new Plant 3D instance
Enable TCP/IP

14. Creating & Migrating Projects to SQL

15. Creating a new Plant 3D 2011 project on SQL
Switch database mode from SQLite to SQL Server PLANTCONFIGUREDATABASE
New projects will now be setup with SQL databases
Existing SQL projects can be opened
Use Project Setup Wizard to create new project on SQL

16. Creating a new Plant 3D 2012 project on SQL
No need to switch database modes
Create new project and select SQL Express server database
Enter SQL Server info
That’s it!

17. Migrate Existing Plant 3D 2011 project to SQL
Back up the project
Run PnPSQLServerConverter.exe
Specify existing project XML
SQL server name/instance
Enter database name prefix
Project DCFs will be migrated and used as XML configuration files

18. Migrate Existing Plant 3D 2012 project to SQL
Back up the project
Run Project Maintenance Utility
Select Convert a project to SQL Express
Specify existing project XML
Specify SQL Server & instance name
Specify authentication mode
Project DCFs will be migrated and used as XML configuration files

19. Moving & Copying Projects

20. Moving and copying SQL Projects
New projects can still be created from existing projects using Project Setup Wizard
Moving and copying is a manual procedure in Plant/P&ID 2011
Use Project Maintenance Utility in 2012
Back up the project first

21. Moving and Copying Plant 3D 2011 Projects
Project .DCF files (XML format) define the SQL server configuration
Moving only project files – no change needed in XMLs
Copying a project – copy project files then copy SQL databases
Update project XML configuration to point to new server

22. Moving and Copying Plant 3D 2012 Projects
No manual changes required to .DCF XML files
Use Project Maintenance Utility (PnPProjectMaintenance.exe)
Move Project Database – only moves SQL databases, not the project files
Copy Project Database – only copies SQL databases, not the project files

23. SQL Queries & ODBC Links

24. Connection to SQL using MS Excel
Custom Reports through data link
Launch MS Excel
Get External Data from SQL Server
Enter SQL Server information
Select database and table to import

25. Connection to SQL using MS Excel
Imports “live” project Data into MS Excel
Data import is read only (one way link)
Use Refresh to update with latest data

26. MS Query using MS Excel Configure user DSN in ODBC Data Sources
Select tables and columns to include
Setup filters and sort order
Data from the query can be sent to MS Excel or viewed directly in MS Query

27. Tips & Tricks Database Backup Routine
After migrating projects to SQL Server keep in mind that the databases are stored on the SQL server while the project files are stored in a separate location. Make sure to update your backup routine accordingly

28. Tips & Tricks Project Maintenance Routine
To ensure database consistency run project audit periodically
Verifies the data stored in the database against the data stored in the drawings
Auditing the project will remove tag numbers that are used in the database but not in a drawing

29. Tips & Tricks Project Portability
Before migrating to SQL Server consider your field site employees and remote offices
Will they have a fast, reliable connection to the SQL Server at the home office?
Workaround - create a new project from an existing template project then copy drawings into the SQL Server project

30. Tips & Tricks Network Performance
One of the best ways to increase performance of AutoCAD Plant 3D and AutoCAD P&ID is to use a gigabit network
Most desktops, laptops, and servers today already have a gigabit Ethernet connection built-in
Using a 10/100Mbps network switch to connect to your server will limit the connection down to 100Mbps

31. So now lets review
Conclusion

32. What we Covered: Overview of Plant 3D Databases
So now lets review
Overview of Plant 3D Databases
Installing Microsoft SQL Server
Creating new projects on SQL Server
Migrating existing projects to SQL Server
Moving & copying SQL Server project databases
Using SQL queries and ODBC Links in MS Excel

33. Q&A

34. Plant Design Community Sites
Resources
Autodesk
AutoCAD Plant Exchange -
Plant Learning Resources and videos
Ask the Expert
Content packs
Discussion Forums
Plant Design Community Sites
davetyner.com (Digital Plant Design Community) –
pipingdesigners.com – -
Feedback –

35. Autodesk University Session Feedback
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Thank you
Enjoy the rest of AU and we look forward to seeing you next year!

36. Autodesk, AutoCAD P&ID, and AutoCAD Plant 3D are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.
Windows, Excel, SQL Server, SQL Server Express, SQL Server Enterprise and SQL Server Standard are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.