Deployment
Deploy Rounds 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.
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.
Procedure
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:
| 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:
| 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 will 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 | 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. |
Upgrade or Update Rounds to V4.3.0.7.0
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.
Procedure
Manage the Measurement Location Template Mappings
About This Task
The Measurement Location Template family and the Measurement Location family are provided as part of the baseline Rounds data model. If you create a Measurement Location Template in the GE Digital APM application, you can then create a Measurement Location based on that template. If you do so, all values in Measurement Location Template fields that also exist on the Measurement Location will be mapped automatically to the new Measurement Location.
You might find that the Measurement Location Template and Measurement Location datasheets do not contain all the fields that you need. If so, you can add fields to the Measurement Location Template family so that the values from the new fields will be mapped to Measurement Locations based on that template. To do so, you will need to complete the following steps.
Procedure
- Create a new Measurement Location Template field.
- Add the new Measurement Location Template field to the Measurement Location Template datasheet.
- Create a new Measurement Location field. We recommend that the field caption of this field be the same as the field caption you defined for the Measurement Location Template field. This will ensure that the text in the field IDs that identify the fields are the same. If they are not the same, the values will not be mapped from the Measurement Location Template to the Measurement Location.
- Add the new Measurement Location field to the Measurement Location datasheet.
Upgrade Steps for Lubrication
If you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database, complete these steps.
Procedure
Modify Checkpoints Linked to Multiple Assets
About This Task
Note: The steps in this section are required only if you are upgrading from a version of Meridium Enterprise APM prior to V4.0.0.0.
In GE Digital APM, a Checkpoint can be linked to one asset. During upgrade from versions V3.x to GE Digital APM, the related asset entity key is added to a field on the Checkpoint family. Therefore, if you have Checkpoints that are linked to more than one asset, then you must remove the links to the additional assets prior to upgrading.
Procedure
Upgrade Records with Schedules Containing End Dates
About This Task
Note: The steps in this section are required only if you are upgrading from a version of Meridium Enterprise APM prior to V4.0.0.0.
When upgrading from any V3.x version to a V4.x version, follow these steps to ensure that schedules for the following record types are upgraded successfully:
- Checkpoint Task
- Measurement Location
- Lubrication Requirement
- Measurement Location Template
- Lubrication Requirement Template
These steps are required to ensure that any records containing schedules with end dates are upgraded successfully.
Note: If preferred, instead of completing the following steps prior to upgrading, you can instead upgrade your database as normal. When you do so, the log for the Rounds upgrade utility will record entries for schedules that failed to upgrade. You can then use this information to recreate the schedules in V4.2.0.0.
Procedure
- Review the affected record types to determine whether there are any schedules containing end dates. You can use the following queries to locate these records:
Record Type Query Checkpoint Templates (that is, Measurement Template and Lubrication Requirement Template records) SELECT ENTY_KEY, ENTY_ID, MI_ML_TMPLT_SCHEDULE_C FROM MIV_MI_CP_TMPLT WHERE MI_ML_TMPLT_SCHEDULE_C LIKE '<?xml%' AND MI_ML_TMPLT_SCHEDULE_C NOT LIKE '%<EndDate xsi:nil="true" />%'Checkpoints (that is, Measurement Location and Lubrication Requirement records) SELECT MI_MEAS_LOC_SCHEDULE_C FROM MIV_MI_CHECK_PT WHERE MI_MEAS_LOC_SCHEDULE_C LIKE '<?xml%' AND MI_MEAS_LOC_SCHEDULE_C NOT LIKE '%<EndDate xsi:nil="true" />%'Checkpoint Tasks SELECT ENTY_KEY, ENTY_ID, MI_TASK_SCHEDULE_C FROM MIV_MI_CP_TASK0 WHERE MI_TASK_SCHEDULE_C LIKE '<?xml%' AND MI_TASK_SCHEDULE_C NOT LIKE '%<EndDate xsi:nil="true" />%' - For each record with a schedule containing an end date:
- Note the record and the end date value.
- In the Schedule field, select the […] button to open the Schedule window.
- In the Range of recurrence section, select No end date, and then select OK.
- Proceed with the database upgrade as normal.
- Once the database upgrade is complete, in GE Digital APM, locate the records you noted in step 2.
- In each record, update the schedule to set the required end date.
Grant Data Permissions to the Everyone Group
Procedure
- Select the Site Reference family.The workspace for the Site Reference family appears, displaying a list of assigned Security Users and Groups for the family.
- Select
.The Assign Groups window appears.
- Select
.The Everyone group is granted permission to view records that belong to the Site Reference family.
Rounds 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 Operator Rounds Administrator |
MI Health Admin |
| MI Operator Rounds Mobile User |
MI Health Admin MI Health Power MI Health User |
| MI Lubrication Management Administrator | MI Health Admin |
| MI Lubrication Management User |
MI Health Admin MI Health Power MI Health User |
| MI Rounds Designer Viewer | MI APM Viewer |
The following table lists the default privileges that members of each group have to the Rounds entity and relationship families.
Note:
- Users who should be able to run Rounds queries to view the Rounds data after it has been uploaded from a tablet or a mobile device will need a combination of the privileges listed in the following table, depending on the families included in the queries they want to run.
- To create work requests via Operator Rounds Recommendations, users must also have the appropriate privileges to create EAM notifications (e.g., be a member of the MI SAP Interface User Security Group).
- The privileges assigned to the members of the MAPM Security Group, which was provided in the baseline Rounds module in Meridium Enterprise APM V3.6.0, are also assigned to the members of the MI Operator Rounds Mobile User Security Group. We recommend that you use the MI Operator Rounds User Security Group instead of the MAPM Security Group.
| Family | MI Operator Rounds Administrator | MI Operator Rounds Mobile User | MAPM Security Group | MI Rounds Designer Viewer | MI Lubrication Management Administrator | MI Lubrication Management User |
|---|---|---|---|---|---|---|
| Entity Families | ||||||
| Checkpoint Condition | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Checkpoint Task | View, Update, Insert, Delete | View, Update | View, Update | View | View, Update, Insert, Delete | View, Update |
| Health Indicator | View | View | View | View | View | View |
| Health Indicator Mapping | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Hierarchy Item Child Definition (Deprecated) | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Hierarchy Item Definition (Deprecated) | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubricant | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubrication Component | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubrication Management Recommendation | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Lubricant Manufacturer | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubrication Method | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubrication Requirement | View, Update, Insert, Delete | View, Update | View, Update | View | View, Update, Insert, Delete | View |
| Lubrication Requirement Template | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Measurement Location | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Measurement Location Template | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Operator Rounds Allowable Values | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Operator Rounds Recommendation | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Reading | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Reference Document | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Route | View, Update, Insert, Delete | View, Update | View, Update | View | View, Update, Insert, Delete | View, Update |
| Route History | View, Update, Insert, Delete | View, Insert, Update, Delete | View, Insert, Update, Delete | View | View, Update, Insert, Delete | View, Insert, Update, Delete |
| Rounds Allowable Value | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Rounds Category | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Rounds Sequence Information | View, Update, Insert, Delete | View | View | None | View, Update, Insert, Delete | View |
| Task | None | View, Update | View, Update | View | View, Update | |
| Template Group | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Relationship Families | ||||||
| Condition Has ML | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Condition Has LR | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Category Has Allowable Values | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Has Checkpoint | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Has Checkpoint Template | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Has Health Indicators | View | View | View | View | View | View |
| Has History | View, Insert, Delete | View, Insert, Delete | View, Insert, Delete | View | View, Update, Insert, Delete | View, Insert, Delete |
| Has Readings | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Has Recommendations | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Has Reference Documents | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Has Route | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Has Tasks | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Health Indicator Has Mapping | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Lubricant Has Method | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Health Indicator Has Source | View | View | View | View | View | View |
| ML Has Condition | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| ML Has OPR Recommendation | View, Update, Insert, Delete | View, Update, Insert, Delete | View, Update, Insert, Delete | View | View, Update, Insert, Delete | View, Update, Insert, Delete |
| Route Has Checkpoint | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |
| Route Has Human Resource | View, Update, Insert, Delete | Insert | Insert | View | View, Update, Insert, Delete | Insert |
| Template Has Checkpoint | View, Update, Insert, Delete | View | View | View | View, Update, Insert, Delete | View |