Deploy Process Data Integration (PDI) 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: This GE Digital APM module is not available in the APM Now environment.

Note: These steps assume that your system architecture contains only one Process Data Integration Server and one OPC Server. If your system architecture contains more than one Process Data Integration Server and OPC Server, you must install and configure the Process Data Integration Service on each Process Data Integration Server machine.

Step	Task	Notes
1	Ensure that your OPC Server and process historian are configured according to the PDI system requirements.	This step is required.
2	Review the server roles that are configured for the Process Data Integration Server in the GE Digital APM testing environment, and then configure roles on your Process Data Integration Server accordingly.	This step is required.
3	Assign Security Users to one or more of the Process Data Integration Security Groups and Roles.	This step is required.
4	In GE Digital APM, configure a connection to the OPC-compliant system from which you want to retrieve data.	This step is required.
5	On the Process Data Integration Server, install the Process Data Integration Service.	This step is required. We recommend that the OPC Server is the same machine as the Process Data Integration server. However, if it is a separate machine, refer to the PDI system requirements for information on additional configuration that is required.
6	On the Process Data Integration Server, modify the Process Data Integration Service configuration file to specify your OPC Server, the GE Digital APM Server, GE Digital APM database, and login credentials.	This step is required.
7	On the Process Data Integration Server, start the Process Data Integration Service.	This step is required. When you start the service, tags from the configured process historian are imported automatically into the GE Digital APM database as OPC Tag records. You may review the log files for this service at C:\ProgramData\Meridium\Logs.
8	On the GE Digital APM Server, configure the Meridium Notification Service for PDI.	This step is required.
9	On the GE Digital APM Server, start or restart the Meridium Notification Service.	This step is required. You may review the log files for this service at C:\ProgramData\Meridium\Logs.
10	Review the Process Data Integration data model to determine which relationship definitions you will need to modify to include your custom equipment and location families.	This step is required only if you store equipment and location information in families other than the baseline Equipment and Functional Location families.
11	In GE Digital APM, link OPC Tags to related assets (i.e., equipment and functional locations).	This step is required.
12	Complete various PDI administrative user tasks as necessary to manage the OPC Tags imported into GE Digital APM.	This step is required.

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