Deploy Policy Designer 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	Assign Security Users to one or more of the Policy Designer Security Groups and Roles.	This step is required.
2	Review the Policy Designer data model 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.
3	On the GE Digital APM Server, start the Policy Execution Service.	This step is required. If your system architecture contains more than one GE Digital APM Server, you must complete this step for every server in the load-balanced cluster that you want to use for policy execution. You may review the log files for this service at C:\ProgramData\Meridium\Logs.
4	On the GE Digital APM Server, start the Policy Trigger Service.	This step is required. If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution. You may review the log files for this service at C:\ProgramData\Meridium\Logs.
5	On the GE Digital APM Server, reset IIS.	This step is required.
6	On the GE Digital APM Process Data Integration Server, start or restart the Process Data Integration Service.	This step is required only if you want to use OPC Tag records in your policies.

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