Asset Strategy Management

Deploy ASM for the First Time

Before You Begin

The following table outlines the steps that you must complete to deploy and configure this module for the first time. These instructions assume that you have completed the steps for deploying the basic system architecture.

These tasks may be completed by multiple people in your organization. GE Vernova recommends, however, that the tasks be completed in the order in which they are listed.

Results


Step	Task	Notes
1	Review the ASM data module to determine which relationship definitions you will need to modify to include your custom equipment and location families. Via Configuration Manager,modify the relationship definitions as needed.	This step is required only if you store equipment and location information in families other than the baseline Equipment and Functional Location families.
2	Assign Security Users to one or more of the ASM Security Groups and Roles.	This step is required.

Upgrade or Update ASM to V4.6.10.0.0

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to V4.6.10.0.0. These instructions assume that you have completed the steps for upgrading the basic APM system architecture.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Procedure

Upgrade from any version V4.6.0.0.0 through V4.6.9.0.0

This module will be updated to V4.6.10.0.0 automatically when you update the components in the basic APM system architecture. No additional steps are required.
Upgrade from any version V4.5.0.0.0 through V4.5.0.0.21

This module will be updated to V4.6.10.0.0 automatically when you update the components in the basic APM system architecture. No additional steps are required.
Upgrade from any version V4.4.0.0.0 through V4.4.0.0.16

This module will be updated to V4.6.10.0.0 automatically when you update the components in the basic APM system architecture. No additional steps are required.
Upgrade from any version V4.3.0.0.0 through V4.3.1.0.11

This module will be updated to V4.6.10.0.0 automatically when you update the components in the basic APM system architecture. No additional steps are required.

Upgrade from any version V4.2.0.0 through V4.2.0.9.5


Step	Task	Notes
1	Prior to upgrading your database, review any Action records that are linked to HI Sources and link the HI Sources to Health Indicator records if necessary.	This step is optional. As of V4.3.0.6.0, actions are implemented by health indicators rather than by HI Sources. When you upgrade to the current version, if an action was previously implemented as an HI Source, if that HI Source has a related health indicator, the action will be linked to that health indicator during the upgrade. Similarly, if the action has multiple health indicators, one of them will be selected to implement the action. However, if the HI Source does not have a related health indicator, the action will no longer be implemented after the upgrade. Therefore, you should complete this step if you want to ensure your actions in these scenarios have an implementation after the upgrade (i.e., be linked to a Health Indicator record). This change does not impact Measurement Locations.

Upgrade from any version V4.1.0.0 through V4.1.7.4.0


Step	Task	Notes
1	Prior to upgrading your database, review any Action records that are linked to HI Sources and link the HI Sources to Health Indicator records if necessary.	This step is optional. As of V4.3.0.6.0, actions are implemented by health indicators rather than by HI Sources. When you upgrade to the current version, if an action was previously implemented as an HI Source, if that HI Source has a related health indicator, the action will be linked to that health indicator during the upgrade. Similarly, if the action has multiple health indicators, one of them will be selected to implement the action. However, if the HI Source does not have a related health indicator, the action will no longer be implemented after the upgrade. Therefore, you should complete this step if you want to ensure your actions in these scenarios have an implementation after the upgrade (i.e., be linked to a Health Indicator record). This change does not impact Measurement Locations.

Upgrade from any version V4.0.0.0 through V4.0.1.0


Step	Task	Notes
1	Prior to upgrading your database, review any Action records that are linked to HI Sources and link the HI Sources to Health Indicator records if necessary.	This step is optional. As of V4.3.6.0.0, actions are implemented by health indicators rather than by HI Sources. When you upgrade to the current version, if an action was previously implemented as an HI Source, if that HI Source has a related health indicator, the action will be linked to that health indicator during the upgrade. Similarly, if the action has multiple health indicators, one of them will be selected to implement the action. However, if the HI Source does not have a related health indicator, the action will no longer be implemented after the upgrade. Therefore, you should complete this step if you want to ensure your actions in these scenarios have an implementation after the upgrade (i.e., be linked to a Health Indicator record). This change does not impact Measurement Locations.

Upgrade from any version V3.6.1.0.0 through V3.6.1.7.5

This module will be upgraded to V4.6.10.0.0 automatically when you upgrade the components in the basic APM system architecture. No additional steps are required.
Upgrade from any version V3.6.0.0.0 through V3.6.0.12.9

This module will be upgraded to V4.6.10.0.0 automatically when you upgrade the components in the basic APM system architecture. No additional steps are required.
Upgrade from any version V3.5.1 through V3.5.1.12.3

This module will be upgraded to V4.6.10.0.0 automatically when you upgrade the components in the basic APM system architecture. No additional steps are required.

Upgrade from any version V3.5.0 SP1 LP through V3.5.0.1.10.1


Step	Task	Notes
1	Move to the Asset Strategy family any custom rules that are defined for the following families and configured to be executed during the Asset Strategy activation process: Action, Risk, Risk Assessment, Risk Rank, Action Revision, Risk Revision, Risk Assessment Revision, and Strategy Revision.	This step is required.
2	Move to the Asset Strategy Template family any custom rules that are defined for the following families and configured to be executed when a new Asset Strategy Template is saved after being created from an existing Asset Strategy Template or Asset Strategy: Action, Risk, Risk Assessment, Risk Rank, and Has Risk Category.	This step is required.
3	Move to the Asset Strategy or Asset Strategy Template family (as appropriate) any custom rules that are defined for any other family and are configured to be executed when an Asset Strategy or Asset Strategy Template is deleted.	This step is required.

Upgrade from any version V3.5.0 through V3.5.0.0.7.1


Step	Task	Notes
1	Move to the Asset Strategy family any custom rules that are defined for the following families and configured to be executed during the Asset Strategy activation process: Action, Risk, Risk Assessment, Risk Rank, Action Revision, Risk Revision, Risk Assessment Revision, and Strategy Revision.	This step is required.
2	Move to the Asset Strategy Template family any custom rules that are defined for the following families and configured to be executed when a new Asset Strategy Template is saved after being created from an existing Asset Strategy Template or Asset Strategy: Action, Risk, Risk Assessment, Risk Rank, and Has Risk Category.	This step is required.
3	Move to the Asset Strategy or Asset Strategy Template family (as appropriate) any custom rules that are defined for any other family and are configured to be executed when an Asset Strategy or Asset Strategy Template is deleted.	This step is required.

Upgrade from any version V3.4.5 through V3.4.5.0.1.4


Step	Task	Notes
1	Move to the Asset Strategy family any custom rules that are defined for the following families and configured to be executed during the Asset Strategy activation process: Action, Risk, Risk Assessment, Risk Rank, Action Revision, Risk Revision, Risk Assessment Revision, and Strategy Revision.	This step is required.
2	Move to the Asset Strategy Template family any custom rules that are defined for the following families and configured to be executed when a new Asset Strategy Template is saved after being created from an existing Asset Strategy Template or Asset Strategy: Action, Risk, Risk Assessment, Risk Rank, and Has Risk Category.	This step is required.
3	Move to the Asset Strategy or Asset Strategy Template family (as appropriate) any custom rules that are defined for any other family and are configured to be executed when an Asset Strategy or Asset Strategy Template is deleted.	This step is required.

ASM Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role. Also, be aware that additional Roles, as well as Security Groups assigned to existing Roles, can be added via Security Manager.


Security Group	Roles
MI ASM Administrator	MI Strategy Admin
MI ASM Analyst	MI Strategy Admin MI Strategy Power MI Strategy User MI Mechanical Integrity Power
MI ASM Reviewer	MI Strategy Admin MI Strategy Power MI Strategy User
MI ASM Viewer	MI APM Viewer MI Strategy Admin MI Strategy Power MI Strategy User

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Family	MI ASM Analyst	MI ASM Administrator	MI ASM Reviewer	MI ASM Viewer
Entity Families
Action	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Action Mapping	View	None	None	None
Active Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Analysis Link	View	View	View	View
Asset Criticality Analysis	View	View	View	View
Asset Criticality Analysis System	View	View	View	View
Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Calibration Task	View	None	View	None
Checkpoint Task	View, Update, Insert	View, Update, Insert	View, Update, Insert	View
Consequence	View	View, Update, Insert, Delete	View	View
Distribution	View, Update, Insert, Delete	View	View	View
Execution Mapping	View	None	None	None
Growth Model	View	View	View	View
Health Indicator	View, Update, Insert, Delete	None	View, Update	View
Health Indicator Mapping	View	View, Update, Insert, Delete	View	View
Hierarchy Item Child Definition	View	View, Update, Insert, Delete	View	View
Hierarchy Item Definition	View	View, Update, Insert, Delete	View	View
Implementation Package	View, Insert	None	None	None
Inspection Task	View	None	View	View
KPI	View	View	View	View
KPI Measurement	View	View	View	View
Measurement Location	View	View	View	View
Measurement Location Group	View, Update, Insert	None	None	None
Measurement Location Template	View	View	View	View
Operator Rounds Allowable Values	View	View	View	View
Probability	View	View, Update, Insert, Delete	View	View
Proposed Strategy	View, Update, Insert, Delete	View	View, Update	View
Protection Level	View	View	View	View
RBI Degradation Mechanisms	View, Update	None	None	None
RBI Recommendation	View, Update	None	None	None
RCM FMEA Asset	View, Update, Insert, Delete	View	View	View
Reading	View	View	View	View
Reliability Distribution	View	View	View	View
Reliability Growth	View	View	View	View
Risk Assessment	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Risk Category	View	View, Update, Insert, Delete	View	View
Risk Matrix	View	View, Update, Insert, Delete	View	View
Risk Rank	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Risk Threshold	View	Insert, View, Update, Delete	View	View
Site Reference	View	View	View	View
System Action	View, Update, Insert, Delete	View	View	View
System Action Mapping	View	View, Update, Insert, Delete	View	View
System Action Optimization	View, Update, Insert, Delete	View	View	View
System Action Result	View, Update, Insert, Delete	View	View	View
System Analysis	View, Update, Insert, Delete	View	View	View
System Element	View, Update, Insert, Delete	View	View	View
System Element Result	View, Update, Insert, Delete	View	View	View
System Global Event	View, Update, Insert, Delete	View	View	View
System Resource	View, Update, Insert, Delete	View	View	View
System Resource Result	View, Update, Insert, Delete	View	View	View
System Resource Usage	View, Update, Insert, Delete	View	View	View
System Risk Assessment	View, Update, Insert, Delete	View	View	View
System Scenario	View, Update, Insert, Delete	View	View	View
System Sensor	View, Update, Insert, Delete	View	View	View
System Strategy	View, Update, Insert, Delete	View	View, Update	View
Work Management Item Child Definition	View	None	None	None
Work Management Item Definition	View	None	None	None
Work Management Item Definition Configuration	View	None	None	None
Relationship Families
Asset Criticality Analysis Has System	View	View	View	View
Has Action Driver	View, Update, Insert, Delete	None	None	None
Has Action Mapping	View	None	None	None
Has Action Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Actions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Active Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Asset Strategy	View, Update, Insert, Delete	View	View	View
Has Associated Recommendation	View, Update, Insert, Delete	View	View	View
Has Associated Strategy	View, Update, Insert, Delete	View	View	View
Has Checkpoint	View	None	None	None
Has Child Hierarchy Item	View	View, Update, Insert, Delete	View	View
Has Child Work Management Item	View	None	None	None
Has Driving Recommendation	View, Update, Insert, Delete	View	View, Delete	View
Has Execution Mapping	View	None	None	None
Has Functional Location	View	None	View	None
Has Global Events	View, Update, Insert, Delete	View	View	View
Has Health Indicators	View, Update, Insert, Delete	View	View	View
Has Measurement Location Group	View, Update, Insert, Delete	None	None	None
Has Mitigated TTF Distribution	View, Update, Insert, Delete	View	View	View
Has Mitigation Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Planned Resource Usages	View, Update, Insert, Delete	View	View	View
Has Proposed Strategy	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Readings	View	View	View	View
Has Recommendations	View, Update, Insert, Delete	None	None	N/A
Has Reference Values	View	View, Update, Insert, Delete	View	View
Has Resource Usages	View, Update, Insert, Delete	View	View	View
Has Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Risk Assessments	View, Update, Insert, Delete	View	View	View
Has Risk Category	View, Update, Insert, Delete	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Risk Matrix	View	None	None	None
Has Risk Revisions	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has Root System	View, Update, Insert, Delete	View	View	View
Has Scenarios	View, Update, Insert, Delete	View	View	View
Has Strategy	View, Update, Insert, Delete	View	View	View
Has Strategy Revision	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Has System Actions	View, Update, Insert, Delete	View	View	View
Has System Elements	View, Update, Insert, Delete	View	View	View
Has System Optimization	View, Update, Insert, Delete	View	View	View
Has System Resources	View, Update, Insert, Delete	View	View	View
Has System Results	View, Update, Insert, Delete	View	View	View
Has System Risks	View, Update, Insert, Delete	View	View	View
Has System Strategy	View, Update, Insert, Delete	View	View	View
Has TTF Distribution	View, Update, Insert, Delete	View	View	View
Has TTR Distribution	View, Update, Insert, Delete	View	View	View
Has Unplanned Resource Usages	View, Update, Insert, Delete	View	View	View
Has Work Management Item	View, Update, Insert	None	None	None
Has Work Management Item Definition Configuration	View	None	None	None
Health Indicator Has Mapping	View, Update, Insert, Delete	View	View	View
Health Indicator Has Source	View, Update, Insert, Delete	View	View	View
Implements Action	View, Update, Insert	None	View	View
Implements Secondary Strategy	View	None	None	None
Implements Strategy	View, Insert	None	None	None
Is Based on RBI Degradation Mechanism	None	None	View, Delete	None
Is Based on RCM FMEA Failure Effect	View, Update, Insert, Delete	None	None	None
Is Basis for Asset Strategy Template	View, Update, Insert, Delete	View	View, Update	View
Is Mitigated	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Master Template Has Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Mitigates Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete	View
Safety Analysis Has Equipment	View	N/A	View	N/A
Was Applied to Asset Strategy	View, Update, Insert, Delete	View	View, Update	View
Was Promoted to ASM Element	View	None	View	View

Associating a Strategy with a Specific Site

Some companies that use the GE Vernova software have facilities at multiple sites or locations around the world. Each site contains unique locations and equipment.

If needed, you can define these sites and associate equipment and locations with the site to which they belong. When you create an Asset Strategy record and link it to an Equipment or Functional Location record, the Site Reference field will be populated automatically with the Record ID of the Site Reference record to which the Equipment or Functional Location record is linked. To help streamline the strategy-building process, the GE Vernova system will allow you to add multiple Asset Strategies to System Strategies only if all the underlying equipment and locations belong to the same site.