The following tables outline the steps that you must complete to upgrade this module to
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.
Step | Task | Notes |
---|---|---|
1 |
Grant permissions to the Everyone group to view records that belong to the Site Reference family. |
This step is required. |
2 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
3 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
4 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
3 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
4 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
5 | Create the initial default sequencing schedule by accessing the Rounds Designer administration page. | This step is required. |
6 |
Grant permissions to the Everyone group to view records that belong to the Site Reference family. |
This step is required. |
7 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
8 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
9 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
3 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
4 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
5 | Grant permissions to the Everyone group to view records that belong to the Site Reference family. | This step is required. |
6 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
7 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
8 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
3 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
4 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
5 | Grant permissions to the Everyone group to view records that belong to the Site Reference family. | This step is required. |
6 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
7 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
8 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 | Install the APM mobile application, or the APM Mobile Framework, on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Confirm the assignment of Security Users for the existing route subscriptions and make additional assignments if needed. |
This step is required. Routes that a user was subscribed to via the Meridium V3.6 mobileAPM application will be assigned to that user automatically through the database upgrade process. |
8 | Grant permissions to the Everyone group to view records that belong to the Site Reference family. | This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Confirm the assignment of Security Usrs for the existing route subscriptions and make additional assignments if needed. |
This step is required. Routes that a user was subscribed to via the Meridium V3.6 mobileAPM application will be assigned to that user automatically through the database upgrade process. |
8 |
Grant permissions to the Everyone group to view records that belong to the Site Reference family. |
This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Assign mobile device users to Routes. |
This step is required only if you will use a mobile device for data collection. |
8 | Grant permissions to the Everyone group to view records that belong to the Site Reference family. | This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Assign mobile device users to Routes. |
This step is required only if you will use a mobile device for data collection. |
8 | Grant permissions to the Everyone group to view records that belong to the Site Reference family. | This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Assign mobile device users to Routes. |
This step is required only if you will use a mobile device for data collection. |
8 |
Grant permissions to the Everyone group to view records that belong to the Site Reference family. |
This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
Step | Task | Notes |
---|---|---|
1 |
Prior to upgrading your database, complete the pre-upgrade steps for lubrication. |
This step is required only if you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
2 | Prior to upgrading your database, modify checkpoints linked to multiple assets so that they are only linked to one asset. |
This step is necessary because a checkpoint can now be linked to only one asset. |
3 |
Prior to upgrading your database, complete specific steps to upgrade records with schedules containing end dates. |
This step is required only if you have any records with schedules containing end dates. |
4 |
After upgrading your database, complete the post-upgrade steps for lubrication. |
This step is required only if you have Lubrication Requirement or Lubrication Requirement Template records in your database. This step is necessary due to various changes in the data model for records related to lubrication. |
5 |
Depending on the type of mobile device you use for data collection, install the APM mobile application on tablet devices or upgrade the components on Windows Mobile handheld devices. |
This step is required only if you will use a mobile device for data collection. |
6 | Set the local time zone on the mobile device that you will use for data collection. |
This step is required only if you will use a mobile device for data collection. |
7 | Assign mobile device users to Routes. |
This step is required only if you will use a mobile device for data collection. |
8 |
Grant permissions to the Everyone group to view records that belong to the Site Reference family. |
This step is required. |
9 |
Ensure all existing checkpoints have descriptions. |
This step is required. |
10 |
Ensure that the Source ML Description field is present on the Offline Forms datasheet for the Operator Rounds Recommendation family. |
This field is present by default on the datasheet in baseline GE Digital APM. If you did not modify this Offline Forms datasheet, no change is required. However, if you previously removed the Source ML Description field from the Offline Forms datasheet, you must return the field to the datasheet. |
11 |
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. |
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