Deploy Calibration Management for the First Time

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 GE Digital 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.

Note: If you are deploying this module in APM Now, before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in APM Now. Unless noted, all deployment tasks in the following table are applicable for the deployment of this module in APM Now.

Step	Task	Notes
1	Review the Calibration Management data model to determine which relationship definitions you will need to modify to include your custom 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 Calibration Management Security Groups and Roles.	This step is required.
3	Configure the Has Standard Gas relationship family to include the desired Instrument families as predecessors to the Standard Gas Cylinder family in Configuration Manager.	This step is required only if you will use one or more standard gas cylinders to calibrate an asset.
4	Define alternate search queries.	This step is required only if you do not want to use the baseline search queries.
5	Configure default values for Calibration Template and Calibration Event Records by accessing the Calibration Setup Defaults family in Application Settings.	This step is required.
6	Install the Meridium Device Service on all of the machines that will connect to devices that will be used with Calibration Management.	This step is required only if you are performing an automated calibration.

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