Deployment

Deploy RBI 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. GE Digital recommends, 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	Review the RBI data model to determine which relationship definitions you will need to modify to include your custom equipment and location families. Modify any relationship definitions as needed via Configuration Manager.	This step is required only if you store equipment and location information in families other than the baseline Equipment and Functional Location families.
2	Assign Security Users to one or more of the Security Roles used in RBI.	This step is required.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4300000 archive.	This step is required only if you are deploying Risk Based Inspection on an existing GE Digital APM database. These data mapping records are used in RBI 581 and Risk Based Inspection. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
4	Assign the following types of RBI users to at least one TM Security Group: Users who are responsible for completing the steps necessary to use TM Analysis values to calculate RBI 580 corrosion rates. Users who should be able to navigate to TM via RBI 580.	This step is required only if you are using the integration between the RBI and Thickness Monitoring modules.
5	Modify the MI_DEGRADATION_MECHANISM_TYPES System Code Table.	This step is required only if you want to create your own Potential Degradation Mechanisms records.
6	Select the Recommendation Creation Enabled check box in the Global Preferences workspace.	This step is required only if you do not want to create Recommendations in RBI, but want to use the Asset Strategy Management (ASM) module to recommend actions and manage mitigated risk. This check box is selected by default.
7	Select the Enable Recommendations to be Generated at Created State check box in the Global Preferences workspace.	This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
8	Select the Allow Override of Calculated Unmitigated Risk Values check box in the Global Preferences workspace.	This step is required only if you want to override the calculated values of unmitigated risk because you use a custom calculator. This check box is cleared by default.
9	Select the Consider Half-Life when Determining Inspection Task Interval check box in the Global Preferences workspace.	This step is required only if you want additional values such as half-life to determine the inspection task interval. This check box is cleared by default.
10	Select the Is a Unit? check box in Functional Location records that represent units in your facility.	This step is required to mark Functional Location records as Process Units.
11	Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the Is a Unit? check box is selected).	This step is optional.
12	Configure the GE Digital APM system to generate RBI Recommendation records automatically.	This step is optional.
13	Create Potential Degradation Mechanisms records.	This step is required only if you want to use additional Potential Degradation Mechanisms records that are not provided in the baseline GE Digital APM database.
14	Assign a ranking to all Qualitative Potential Degradation Mechanisms records.	This step is required only if you want the Probability Category field in certain Criticality Degradation Mech Evaluation records to be populated automatically based on this ranking.

Upgrade or Update RBI to V4.3.1.0.0

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to V4.3.1.0.0. 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.

After you upgrade:

All RBI Assets with Active Analyses will have a related Inspection Plan record created.
All RBI recommendations for an RBI Asset will be related to Inspection Plan record of the RBI Asset.
The state caption for RBI Recommendation family with State ID MI_ACCEPTED will be updated to “Approved�?.
The Recommendation Methodology field on RBI Recommendation will be updated to RBI 580 where previously the field had the value of "Criticality Calculator�?.
All security users who belong to the 'MI RBI Analyst' security group will belong to the MI Inspection Plan Approver security role.
The MI Inspection Plan Approver security role will have the MI ASM Analyst security group assigned.
Piping Stress updated
- In some of the Piping Stress records for B31.3, WPB was misspelled as WFB. These records are now updated based on ASME standards.
- In some of the Piping Stress records for B31.3 and B31.1 for the year 2014, where the Material Specification field contained the value B366 and B622, the Material Grade had the value NS instead of N/A. These records are now updated based on ASME standards.
RBI 580 Representative Fluid contents have been updated for the following fluids to match the API 581, 3rd Edition, Addendum 1 specification:
- C13-16 (Diesel)
- C17-25 (Gas Oil)
- C25+ (Resid)
- C5
- Chlorine
- CO
- EO
- H2
- H2O (Water)
- H2S
- HCl
- HF
- MEOH (Methanol)
- NH3
- Phosgene
- Steam
For information on the updated RBI 580 Representative Fluid Contents, refer to the RBI 580 Representative Fluids topic.
The Data Mapping Group record that satisfies the following conditions, along with its child records, will be reverted to baseline:
- The value in the Source Family field is Criticality RBI Component - Exchanger Bundle.
- The value in the Target Family field is RBI Criticality Analysis.
In some of the PV Stress records that contain the value SA/AS 1548, SB-187, SB-308, or SB-211 in the Material Specification field, values in the Minimum Yield Strength field are updated based on ASME 2010 standards.

Procedure

Upgrade from any version V4.3.0.0.0 through V4.3.0.7.7

Step

Task

Notes

Add the Completion Comments field to the RBI Recommendation datasheet.

This step is required only if you have customized the RBI Recommendation datasheet.

Add the following state and operations to RBI Recommendation State Management:

Table 1. State
State ID	State Caption
MI_NOTREQUIRED	Not Required

Table 2. Operations
Operation ID	Operation Caption	Predecessor State	Successor State
MI_NRQARCHIVED	Archive	Not Required	Archived
MI_MARKNOTREQUIRED	Mark Not Required	Proposed	Not Required

For information on adding State and Operation to a family, refer to the Family Management documentation.

This step is required because the State Machine for RBI Recommendation is not updated automatically if the RBI Recommendation family has records.

A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.

This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.

Upgrade from any version V4.2.0.0 through V4.2.0.9.3

Step	Task	Notes
1	Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows: In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture. In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.	This step is required only if you have not completed it while upgrading RBI 581.
2	On the GE Digital APM Server, using Configuration Manager, import the following files: 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
4	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.

Upgrade from any version V4.1.0.0 through V4.1.7.4.0

Step	Task	Notes
1	Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows: In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture. In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.	This step is required only if you have not completed it while upgrading RBI 581.
2	On the GE Digital APM Server, using Configuration Manager, import the following files: 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
4	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.

Upgrade from any version V4.0.0.0 through V4.0.1.0

Step	Task	Notes
1	Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows: In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture. In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.	This step is required only if you have not completed it while upgrading RBI 581.
2	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
3	On the GE Digital APM Server, using Configuration Manager, import the following files: Select Protected Assets Unlinked Corrosion Loops These files should be located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\_IEU\_CatalogItems\_Queries. You must zip any files together that you need to import into the system. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required only if you have modified the queries that were delivered in baseline. After you complete this step, Site Filtering is enabled.
4	On the GE Digital APM Application Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
5	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.

Upgrade from any version V3.6.1.0.0 through V3.6.1.7.4

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows: In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture. In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.	This step is required only if you have not completed it while upgrading RBI 581.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
4	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
5	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
6	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

Upgrade from any version V3.6.0.0.0 through V3.6.0.12.9

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows: In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture. In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.	This step is required only if you have not completed it while upgrading RBI 581.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
4	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
5	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
6	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

Upgrade from any version V3.5.1 through V3.5.1.12.3

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so: Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks Import the file MI_INSP_STRAT.xml from the aforementioned location.	This step is required. This will replace the Inspection Strategy records with new ones.
3	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
4	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
5	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
6	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

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

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so: Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks Import the file MI_INSP_STRAT.xml from the aforementioned location.	This step is required. This will replace the Inspection Strategy records with new ones.
3	In Functional Location records that represent units in your facility, select the Is a Unit? check box.	This step is required.
4	Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).	This step is optional.
5	Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace.	This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
6	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
7	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
8	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
9	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

Upgrade from any version V3.5.0 through V3.5.0.0.7.1

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so: Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks Import the file MI_INSP_STRAT.xml from the aforementioned location.	This step is required. This will replace the Inspection Strategy records with new ones.
3	In Functional Location records that represent units in your facility, select the Is a Unit? check box.	This step is required.
4	Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).	This step is optional.
5	Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace.	This check box is cleared by default. This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state.
6	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
7	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
8	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
9	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

Upgrade from any version V3.4.5 through V3.4.5.0.1.4

Step	Task	Notes
1	Using Configuration Manager, import the following policies : Appendix G Appendix H Appendix I	This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
2	Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so: Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks Import the file MI_INSP_STRAT.xml from the aforementioned location.	This step is required. This will replace the Inspection Strategy records with new ones.
3	In Functional Location records that represent units in your facility, select the Is a Unit? check box.	This step is required.
4	Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).	This step is optional.
5	Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace.	This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
6	On the GE Digital APM Server, using Configuration Manager, import the following files 09_MI_RRSKMAP.xml 10_MI_RRSKMDT.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities.
7	On the GE Digital APM Server, using Configuration Manager, import the following files 101_MI_STMPCNFG.xml 102_MI_STRMAPP.xml These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.	This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.
8	A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.	This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
9	On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.	Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

Add Completion Comments Field to RBI Recommendation Datasheet

Procedure

In the module navigation menu, select Admin > Configuration Manager > Family Management.
The Family Management page appears, displaying the list of already existing families.
In the left pane, in the Entity section, select the RBI Recommendation entity.
The workspace for the RBI Recommendation entity appears.
In the workspace, select the Datasheets tabs.
Select Manage Datasheets.
The Datasheet Builder page appears.
On the Datasheet Caption drop-down menu, select the RBI Recommendation datasheet.
The datasheet appears in the Datasheet Builder workspace.
Note: If you have a custom datasheet, select the custom datasheet.
In the Available Items pane, select the Completion Comments field and drag it into the Datasheet Builder workspace.
The field is added to that datasheet.
Select Save.
The datasheet is saved.

Verify Specified Tmin Mapping Availability

Before You Begin

Before you add the Specified Tmin mapping to GE Digital APM, you must verify if the mapping is already added.

Procedure

Using the global search, search for RBI-CNAFC SHARED-MI_MRBIANAL, and then select the data mapping query.
In the Record Explorer, select All Possible Families.
Select Data Mapping Column-Field Pair.
In the Source Query box, verify the value. It must be Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries\RBI-CNAFC Query MI_CCRBICOM.
In the Datasheet ID box, select Mapping Query Details.
Select the Detail tab.
Verify if the Specified Tmin mapping is available in the list.
If the Specified Tmin mapping query is not available, Add Specified Tmin Mapping manually.

Add Specified Tmin Mapping

Before You Begin

Verify if Specified Tmin mapping is already available.

Procedure

In the module navigation menu, select Tools, and then select Catalog.
Navigate to Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries.
Select the RBI-CNAFC Query MI_CCRBICOM data mapping query.

The Enter Parameter Values dialog box appears.
Select Cancel.
Select Design tab.
In the Field row of the table, verify if Specified Tmin is available.
If Specified Tmin is available in the table, proceed to step 10.
If Specified Tmin is not available, select Specified Tmin from the Fields pane.

Specified Tmin is added to the table.
Select .
Using the global search, search for RBI-CNAFC SHARED-MI_MRBIANAL, and then select the data mapping query.
In the Record Explorer, select Data Mapping Column-Field Pair.
In the Source Query box, verify the value. It must be Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries\RBI-CNAFC Query MI_CCRBICOM.
In the workspace, select , and then select Add New Record.
Select Specified Tmin in both Source and Target fields.
Select Save.

The Specified Tmin mapping is added.
Repeat steps 10 through 15 for the following data mapping queries:
- RBI-CNAFC MI_CCRBICEB-MI_MRBIANAL by Component
- RBI-CNAFC MI_CCRBICTB-MI_MRBIANAL by Component
- RBI-CNAFC SHARED-MI_RBIPIPEANLY