Deployment

Deploy ACA for the First Time

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to V4.3.0.7.0. These instructions assume that you have completed the steps for upgrading 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.

Results


Step	Task	Notes
1	Assign Security Users to one or more of the ACA Security Groups and Roles.	This step is required.
2	Review the ACA 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	Optional: Configure Criticality Definition records to use a Checklist as the Criticality Assessment method instead of the Risk Matrix.	To configure to use a Checklist, select the Use Checklist field and select the desired family from the Checklist Family field. To associate a Criticality Definition record with a Site, link the Criticality Definition record to a Site Reference record. The Criticality Checklist family datasheet and Before Insert Family Policy can be configured to implement the desired assessment input fields and criticality value calculation logic.

Upgrade or Update ACA to V4.3.0.7.0

Before You Begin

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 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.

Procedure

Upgrade from any version V4.3.0.0.0 through V4.3.0.6.6

This module will be updated to V4.3.0.7.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.

Upgrade from any version V4.2.0.0 through V4.2.0.9.3


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V4.1.0.0 through V4.1.7.4.0


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V4.0.0.0 through V4.0.1.0


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.6.1.0.0 through V3.6.1.7.4


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.6.0.0.0 through V3.6.0.12.9


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.5.1 through V3.5.1.12.3


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.5.0 SP1 LP through V3.5.0.1.10.1


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.5.0 through V3.5.0.0.7.1


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

Upgrade from any version V3.4.5 through V3.4.5.0.1.4


Step	Task	Notes
1	Lock the Risk Matrix.	This step is required only if you do not want risk values to be specified manually via the Risk Matrix.
2	Create Criticality Mapping records and link them to corresponding Risk Threshold records.	This step is required only if you want to update your SAP system to reflect the criticality value that is determined in ACA.

When upgrading to 4.3.0.7.0, all existing Asset Criticality Analysis Systems are now displayed in the list of Asset Criticality Analyses.
When upgrading to 4.3.0.7.0, the Team Members and Reference Documents of existing Asset Criticality Analysis records will be transferred to the associated records in the Asset Criticality Analysis System family.
When upgrading to 4.3.0.7.0, the State of existing Asset Criticality Analysis records will be transferred to the child records in the Asset Criticality Analysis System family. The States for Asset Criticality Analyses will be upgraded from:
- Complete to Approved
- Pending Approval to Pending Approval
- Al other States will be upgraded to In Progress
When upgrading to 4.3.0.7.0, State Management roles need to be configured for the Asset Criticality Analysis System family.
When upgrading to 4.3.0.7.0, corresponding Criticality Definition and Criticality Threshold records will be created from existing Risk Matrix records.

ACA Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role. Also, be aware that additional Roles, as well as Security Groups assigned to existing Roles, can be added via Security Manager.


Security Group	Roles
MI ACA Administrator	MI Foundation Admin
MI ACA Member	MI Foundation Admin MI Foundation Power MI Foundation User MI APM Viewer
MI ACA Owner	MI Foundation Admin MI Foundation Power

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Family	MI ACA Administrator	MI ACA Member	MI ACA Owner
Entity
Asset Criticality Analysis	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Asset Criticality Analysis Has System	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Asset Criticality Analysis System	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Consequence	View, Update, Insert, Delete	View	View
Consequence Modifier	View, Update, Insert, Delete	View	View
Criticality Mapping	View	View	View
Equipment	View	View	View
Functional Location	View	View	View
Analysis Has Human Resource	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Human Resource	View, Update, Insert, Delete	None	View, Update, Insert, Delete
General Recommendation	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Mitigates Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Notification	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Probability	View, Update, Insert, Delete	View	View
Protection Level	View	View	View
RCM FMEA Analysis	View	None	None
Reference Document	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Risk Assessment	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Risk Category	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Risk Matrix	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Risk Threshold	View, Update, Insert, Delete	View	View
Safety Analysis Has Equipment	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Site Reference	View	View	View
System Strategy	View	None	None
Relationship
Equipment Has Equipment	View	View	View
Functional Location Has Equipment	View	View	View
Functional Location Has Functional Location	View	View	View
Has Criticality Mapping	View	View	View
Has Functional Location	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has RCM FMEA Analysis	View	None	None
Has Recommendations	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Reference Documents	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Reference Values	View, Update, Insert, Delete	View	View
Has Risk	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Risk Category	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Risk Matrix	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Site Reference	View, Update, Insert, Delete	View	View, Update, Insert, Delete
Has Strategy	View	None	None