Deployment
Deploy Recommended Actions for the First Time
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.
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.
Results
Step | Task | Notes |
---|---|---|
1 | Assign Security Users to one or more of the Recommended Actions Security Groups and Roles. | This step is required. |
2 | Review the Recommended Actions 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. |
Upgrade or Update Recommended Actions 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.
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.
Procedure
Recommended Actions 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.
Security Group | Roles |
---|---|
MI Recommendation Management User |
MI Foundation Admin MI Foundation Power MI Foundation User |
Family | MI Recommendation Management User |
---|---|
Entity Families | |
Action |
View |
Equipment |
View |
Hazards Analysis Consequence |
View |
Instrumented Function |
View |
Protective Instrument Loop |
View |
RCA Analysis |
View |
RCA Team Member |
View |
RCM FMEA Analysis |
View |
Recommendation |
View, Update, Insert, Delete |
SIS Proof Test |
View |
SIS Proof Test Template |
View |
Relationship Families | |
Has Asset Strategy |
View, Update, Insert, Delete |
Has Associated Recommendation |
View, Update, Insert, Delete |
Has Consolidated Recommendations |
View, Update, Insert, Delete |
Has Driving Recommendation |
View, Update, Insert, Delete |
Has Recommendations |
View, Update, Insert, Delete |
Has RCM FMEA Recommendation |
View, Update, Insert, Delete |
Has Strategy |
View, Update, Insert, Delete |
Has Superseded Recommendations |
View, Update, Insert, Delete |
Is RCM FMEA Asset |
View, Update, Insert, Delete |
Production Event Has RCA Analysis |
View |
RCA Analysis Relationships |
View |
Family | MI Recommendation Management User |
---|---|
Entity Families | |
Action |
View |
Equipment |
View |
Hazards Analysis Consequence |
View |
Instrumented Function |
View |
Protective Instrument Loop |
View |
RCA Analysis |
View |
RCA Team Member |
View |
RCM FMEA Analysis |
View |
Recommendation |
View, Update, Insert, Delete |
SIS Proof Test |
View |
SIS Proof Test Template |
View |
Relationship Families | |
Has Asset Strategy |
View, Update, Insert, Delete |
Has Associated Recommendation |
View, Update, Insert, Delete |
Has Consolidated Recommendations |
View, Update, Insert, Delete |
Has Driving Recommendation |
View, Update, Insert, Delete |
Has Recommendations |
View, Update, Insert, Delete |
Has RCM FMEA Recommendation |
View, Update, Insert, Delete |
Has Strategy |
View, Update, Insert, Delete |
Has Superseded Recommendations |
View, Update, Insert, Delete |
Is RCM FMEA Asset |
View, Update, Insert, Delete |
Production Event Has RCA Analysis |
View |
RCA Analysis Relationships |
View |