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Deploy Rounds 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.

APM Sync Server

Note: APM Sync Server is only required if you want to use Operator Rounds on Windows Mobile handheld devices.

Step Task Notes
1

Configure the APM Sync Server. Configuring the APM Sync Server includes completing the following steps.

  1. Install GE Digital APM Sync Services.
  2. Install the Microsoft Sync Framework.
  3. Modify the file web.config depending on Oracle database provider or SQL database provider.
  4. Modify the file MeridiumSync.config.
This step is required only if you want to use Operator Rounds on Windows Mobile handheld devices.
2

Configure security for the MeridiumSyncService Service.

 This step is required only if you want to use Operator Rounds on Windows Mobile handheld devices.

Module-level Configuration Tasks

Step Task Notes
1

Review the Rounds data model to determine which relationship definitions you will need to modify to include your custom asset families. Modify any relationship definitions as needed. For example, if you have created a new asset family, create a relationship definition as follows:

  • Relationship family: Has Checkpoint
  • Predecessor: The asset family
  • Successor: The Measurement Location family or Lubrication Requirement family
  • Cardinality: One to Many
 This step is required only if you have asset data in families outside of the baseline Equipment and Functional Location families.
2

Assign Security Users to the following Rounds Security Groups and Roles:

  • MI Operator Rounds Administrator 
  • MI Operator Rounds Mobile User

This step is required.

Note: The MAPM Security Group that has been provided with GE Digital APM v3.6 is also available. The user privileges are the same for the MAPM Security User and the MI Operator Rounds Security User. However, we recommend that you use the MI Operator Rounds User Security Group instead of the MAPM Security Group.
3 Manage Measurement Location Template mappings. This step is required only if you added fields to the Measurement Location Template family via Configuration Manager.
4 Install the GE Digital APM application on the mobile device that you plan to use for data collection. This step is required only if you want to use a mobile device for data collection.
5 Set the local time zone on the mobile device that you will use for data collection, typically the user time zone. This step is required only if you will use a mobile device for data collection.
6

Set up the Scheduled Compliance task.

This step is required.

The scheduled compliance task should be configured to start as soon as the Rounds module is deployed and set to run continuously as long as Rounds in use.
7

As needed, modify your server timeout settings.

This step is only required if you want to process large amounts of data in a single transaction (for example, if you collect a large number of readings for a Route or several Routes and then attempt to upload all of those readings simultaneously). If you need to modify server timeout settings, follow the instructions in KBA 6278.

8 Configure automatic synchronization of Measurement Location and Measurement Location Template Records with Allowable Values. This step is optional.
9

Grant permissions to the Everyone group to view records that belong to the Site Reference family.

 This step is required.

Note:It is important that in addition to the above tasks, you compile the database and reset IIS on the GE Digital APM Server.

Windows Mobile Handheld Device

The following tasks need to be performed on each Windows Mobile handheld device that you want to use with Operator Rounds.

Step Task Notes
1 Ensure that all the Windows Mobile handheld devices that you want to use with Operator Rounds meet the software requirements. This step is required.
2 Install the .NET Compact Framework. This step is required.
3 Install Microsoft SQL CE. Install Microsoft SQL CE. This step is required.
4 Install Microsoft Sync Services for ADO.NET. This step is required.
5 Install the GE Digital APM Mobile Framework. This step is required.
6 Access Device Settings Screen. This step is required.
7 Identify the Sync Server within the APM Mobile Framework. This step is required.
8 Specify the security query to be used with the APM Mobile Framework. This step is required.
9 Modify the user time-out value. This step is required.
10 Install Operator Rounds. This step is required.
11

Configure barcode scanning. Configuring barcode scanning includes the followings steps:

This step is required only if you will use an Barcode scanner with Operator Rounds.
12

Configure RFID tag scanning. Configuring RFID scanning includes the following steps:

 This step is required only if you will use an RFID scanner with Operator Rounds.
13 Install translations for Operator Rounds. This step is required only if you are using translations.

Related Information

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