Deployment

Deploy Policy Designer

The checklists in this section of the documentation contain all the steps necessary for deploying and configuring this module whether you are deploying the module for the first time or upgrading from a previous module.

Deploy Policy Designer 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.

Table 1. Procedure
StepTaskNotes
1Assign Security Users to one or more of the Policy Designer Security Groups and Roles.This step is required.
2Review the Policy Designer data model to determine which relationship definitions you will need to modify to include your custom equipment and location families, and as needed, modify the relationship definitions using 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.

3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

You can review the log files for this service at C:\ProgramData\Meridium\Logs.

5Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
6Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
7Configure the time out value for the execution of the Math node.This step is optional. You can perform this step if you want to modify the interval after which the execution must time out for the Math node.
8

On the GE Digital APM Server, start the Policy Execution Service.

This step is required. If your system architecture contains more than one GE Digital APM Server, you must complete this step for every server in the load-balanced cluster that you want to use for policy execution.

You can review the log files for this service at C:\ProgramData\Meridium\Logs.

9On the GE Digital APM Server, start the Policy Trigger Service.

This step is required.

If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

You can review the log files for this service at C:\ProgramData\Meridium\Logs.

10On the GE Digital APM Server, reset IIS. This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
11On the GE Digital APM Process Data Integration Server, start or restart the Process Data Integration Service. This step is required only if you want to use OPC Tag records in your policies.

Upgrade or Update Policy Designer 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.

If your system architecture contains multiple servers to process policy executions, these steps assume that you have configured them according to the preference of your company for server load-balancing.

Procedure

  • Upgrade from any version V4.3.0.0.0 through V4.3.0.7.7
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3Configure the time out value for the execution of the Math node.This step is optional. You can perform this step if you want to modify the interval after which the execution must time out for the Math node.
    4Delete duplicate policies from the GE Digital APM database.You must perform this step only if an error message appears during the upgrade, indicating that a unique index could not be created because of duplicate family policies in the database.
    5Configure the alternative query for the Policy Designer Overview page.This step is optional. You can perform this step if you are facing performance issues with the Policy Designer Overview page.
    6On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    7On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    9

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    10

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    11On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    12

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    13

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update the policy schedules in Policy Designer according to your requirements.

  • Upgrade from any version V4.2.0.0 through V4.2.0.9.3
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V4.1.0.0 through V4.1.7.4.0
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3

    If you are upgrading from V4.1.5.x and you used Policy Recommendations for the first time in V4.1.5.x, after you upgrade your database, use the State Management option in the Revert to Baseline feature to apply the correct State Configuration for the Policy Recommendation Family.

    When you do so, you will need to provide mappings from the incorrect states to the corresponding correct states, as shown in the following table:

    Custom (incorrect)

    Baseline (correct)

    Accepted by ASM

    Completed

    Closed

    Completed

    Consolidated

    Superseded

    Open

    Proposed

    Pending

    Pending Approval

    Superseded

    Superseded

    This step is necessary because an incorrect baseline State Configuration was delivered for the Policy Recommendation family in V4.1.5.0. The baseline configuration was corrected in V4.1.6.0.

    The correct baseline state configuration must be applied for various queries and lists in GE Digital APM to function as expected.

    You do not need to complete this step if:

    • You never used V4.1.5.x

      -or-

    • You never used Policy Recommendations

      -or-

    • You used Policy Recommendations in a version prior to V4.1.5.x
    4On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    5On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    7

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    8

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    9On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    10

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    11

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V4.0.0.0 through V4.0.1.0
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.6.1.0.0 through V3.6.1.7.4
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.6.0.0.0 through V3.6.0.12.9
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.5.1 through V3.5.1.12.3
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.5.0 SP1 LP through V3.5.0.1.10.1
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.5.0 through V3.5.0.0.7.1
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

  • Upgrade from any version V3.4.5 through V3.4.5.0.1.4
    StepTaskNotes
    1Configure the impersonation user for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different user account to be impersonated by the Policy Execution Service. By default, the Policy Execution Service impersonates the MIADMIN user account.
    2Configure the time limit for the Policy Execution Service.This step is optional. You can perform this step if you want to configure a different policy execution time limit for the Policy Execution Service. By default, the policy execution time limit is 15 minutes per policy instance.
    3On the GE Digital APM Server, configure the Meridium Notification Service for Policy Designer.This step is required.
    4On the GE Digital APM Server, start or restart the Meridium Notification Service.This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    5On the GE Digital APM Server, start or restart the Policy Execution Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    6

    If your system architecture contains more than one GE Digital APM Server, you must configure the Policy Trigger Service on each server to specify the name of the load-balanced server cluster that you want to use for policy execution.

    This step is required.

    7

    Start or restart the Policy Trigger Service.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    8On the GE Digital APM Server, reset IIS.This step is required only if you have modified the time out value for the Math node execution or Policy Execution in the MeridiumAppSettings.xml configuration file.
    9

    On the Process Data Integration Server, start (or restart if it is already started) the Meridium Process Data Integration Service.

    		This step is required only if you want to use OPC Tag records in your policies.
    10

    Review the Policy Upgrade Utility log files, and if required, manually update the policy schedules according to your requirements.

    This step is required.

    You can review the log files for this service at C:\ProgramData\Meridium\Logs.

    If your database contained policies with execution schedules containing invalid times for the most recent Next Date or Last Date (for example, between 2:00 A.M. and 3:00 A.M. on the morning of daylight savings time), these fields were left blank during the upgrade. To ensure that your scheduled policies execute as expected, review the log, and update policy schedules in Policy Designer as needed.

About the Asset Health Services

When you deploy the Asset Health Manager, Process Data Integration, and Policy Designer modules together, the services used by each module interact with each other in various ways. This topic summarizes those services and describes a standard system architecture containing the components used by all three modules.

Services Summary

The following services are used by the Asset Health Manager, Process Data Integration, and Policy Designer modules:

  • Asset Health Indicator Service: Automatically updates the following field values in a Health Indicator record when reading values related to the health indicator source record (for example, an OPC Tag or Measurement Location record) change:
    • Alert Level
    • Last Reading Date
    • Last Char Reading Value (for records that accept character values)
    • Last Numeric Reading Value (for records that accept numeric values)

    This service also facilitates the automatic creation of Health Indicator records for configured sources.

  • Policy Trigger Service: When an input to a policy (that is, an associated record in the GE Digital APM database or reading value in the process historian) changes or when a policy schedule is due, a message is added to the policy trigger queue. The Policy Trigger Service monitors the trigger queue. When it receives a message, it determines which policy instances should be executed for the message, and then it sends corresponding messages to an appropriate policy execution queue.
  • Policy Execution Service: The Meridium Policy Execution Service handles the execution of policies. Specifically, the Policy Execution Service monitors a corresponding policy execution queue and executes the policy instances that are added to it.
  • Process Data Integration (PDI) Service: Monitors the subscribed tags (that is, tags that are used in policies and health indicators or tags for which readings are being stored in the GE Digital APM database) and, when data changes occur on these tags, adds messages to the appropriate queues. This service also facilitates the automatic import and synchronization of tags from a configured process historian. For more information, refer to the PDI Services section of the documentation.

Standard System Architecture Configuration

The following diagram illustrates the machines in the GE Digital APM system architecture when the Policy Designer, Process Data Integration (PDI), and Asset Health Manager (AHM) modules are used together. This image depicts the standard configuration, where the OPC Server software and the Process Data Integration Service are on the same machine.

Note: In this example configuration, only one machine of each type is illustrated. Your specific architecture may include multiple GE Digital APM Servers, multiple OPC Servers, or multiple GE Digital APM Servers used for policy executions.

The following table summarizes the machines illustrated in this diagram and the software and services that you will install when you complete the first-time deployment steps for Asset Health Manager, Process Data Integration, and Policy Designer.

MachineSoftware InstalledAsset Health Service Installed Automatically with Service Software
GE Digital APM Server

GE Digital APM  Server software

Asset Health Indicator Service
Policy Trigger Service
Policy Execution Service
Process Data Integration Server, which also acts as the OPC ServerProcess Data Integration Service softwareProcess Data Integration Service
OPC Server softwareN/A
Process HistorianProcess historian softwareN/A

About Policy Execution

Policy designers can configure a policy to be executed on a schedule or automatically when records or reading values associated with the policy are updated. This topic describes the ways that the items configured in the first-time deployment workflow facilitate each type of policy execution.

Note: Only the active instances of active policies are executed.

Automatic Execution

When records or reading values associated with the policy are updated, the GE Digital APM Server adds messages to the policy trigger queue. The Policy Trigger Service monitors the trigger queue. When it receives a message, it determines which policy instances should be executed for the message, and then it sends corresponding messages to an appropriate policy execution queue. Finally, the corresponding Policy Execution Service executes the policies associated with the records or reading values that were updated.

Scheduled Execution

When a policy is due, the scheduled job adds a message to the policy trigger queue. The Policy Trigger Service monitors the trigger queue and sends messages to the appropriate policy execution queue. Finally, the corresponding Policy Execution Service executes the policies that are due.

Configure Impersonation User for Policy Execution Service

About This Task

The Policy Execution Service runs under the impersonation of a Super User. By default, the service impersonates the MIADMIN user account. However, you can configure the user account that the Policy Execution Service must impersonate.
Important: The user that you configure for impersonation must be a Super User and must not be locked out of any data source. Any modifications to the security privileges of the configured user account may lead to failure of the Policy Execution Service.

Procedure

  1. On the GE Digital APM Server, access the folder that contains the Policy Execution Service files.
    Note: If you installed GE Digital APM in the default location, you can locate this folder in the following directory:

    C:\Program Files\Meridium\Services

  2. Access the Meridium.Policies.ExecutionService.exe.config file in an application that can be used to modify XML files (for example, Notepad++).
  3. Within the <appSettings> tags, locate the following text:
    <add key="ImpersonationUser" value=�?MIADMIN�? />
  4. Replace MIADMIN with the user account that you want the Policy Execution Service to impersonate.
  5. Locate the following text:
    <add key="MinImpersonationLoginDelay" value=�?60000�? />
  6. Replace 60000 with the interval value in milliseconds at which the Policy Execution Service must attempt to log in to a data source.
    If the Policy Execution Service fails to log in to a data source using the impersonated user account, the service attempts to log in to the data source at intervals that you specified, and processes the execution requests from the other data sources between the successive login attempts.
  7. Save and close the file.
    The updated settings will be applied when the Policy Execution Service is restarted.

Configure the Time Limit for Policy Execution

About This Task

The Policy Execution Service limits the amount of time allocated to execute each policy instance. This ensures that the Policy Execution Service queue is not backlogged when a poorly designed policy takes too long to execute. If a policy execution is canceled as a result of the time limit, an error message appears in the policy execution history indicating that the time limit was exceeded. By default, the policy execution time limit is set to 15 minutes per policy instance. The minimum time limit is 1 minute, and the maximum time limit is 1 hour. This topic describes how to modify the Policy Execution Service configuration to change the time limit for policy execution.

Procedure

  1. On the GE Digital APM Server, access the folder that contains the Policy Execution Service files.
    Note: If you have installed GE Digital APM in the default location, you can locate the folder in the following directory:

    C:\Program Files\Meridium\Services

  2. Access the Meridium.Policies.ExecutionService.exe.config file in an application that can be used to modify XML files (for example, Notepad++).
  3. Within the <appSettings> tag, locate <add key="PolicyExecutionTimeoutMs" value="900000"/>.
  4. Replace 900000 with the time limit value in milliseconds, that you want to apply to policy executions.
    Note: The value you enter should be between the minimum time limit of 60000 milliseconds (that is, 1 minute) and the maximum time limit of 3600000 milliseconds (that is, 1 hour).
  5. Save and close the file.
    The modified settings are applied when the Policy Execution Service is restarted. If the execution time of a policy instance exceeds the time limit that you have specified, the execution is canceled, and an error message is added to the policy execution history.
  6. On the GE Digital APM Server, access the folder that contains the Meridium configuration files.
    Note: If you have installed GE Digital APM in the default location, you can locate the folder in the following directory:

    C:\Program Files\Meridium

  7. Go to C:\Program Files\Meridium\ApplicationServer\api.
  8. Access the web.config file in an application that can be used to modify XML files (for example, Notepad++).
  9. Repeat steps 3 through 5.
    The modified settings are applied when the Policy Execution Service is restarted on each policy execution server and IIS is reset on the GE Digital APM Server.

Configure Execution Time Out Value for Math Node

About This Task

If the execution of a Math node in a policy takes a very long time, the execution times out after a pre-defined duration. By default, the execution times out after 1 minute. However, you can configure the interval after which the execution must time out for the Math node.

Procedure

  1. On the Policy Execution Server, go to C:\Program Files\Meridium\Services.
  2. Access the Meridium.Policies.ExecutionService.exe.config file in an application that can be used to modify XML files (for example, Notepad++).
  3. Within the <appSettings> tags, locate the following text:
    <add key="MATH_NODE_EXECUTION_TIMEOUT" value="60000" />
  4. Replace 60000 with the interval value in milliseconds at which the execution of the Math node must time out.
  5. Save and close the file.
  6. On the GE Digital APM Server, go to C:\Program Files\Meridium\ApplicationServer\api.
  7. Access the web.config file in an application that can be used to modify XML files (for example, Notepad++).
  8. Repeat steps 3 through 5.
    The updated settings will be applied when the Policy Execution Service is restarted on the Policy Execution Server and IIS is reset on the GE Digital APM Server.

Delete Duplicate Policies from the GE Digital APM Database

About This Task

The GE Digital APM database may contain duplicate records of a family policy configured for the same family and trigger. You may face issues while working with the family policies because of such duplicate records. While upgrading GE Digital APM to the latest version, you must identify and delete the duplicate records that exist for the same family and trigger.

Procedure

  1. Run the following query on your database to identify the duplicate family policy records that exist for the same family and trigger:
    SELECT MI_FAMPOLICY_FMLY_ID_CHR,MI_FAMPOLICY_TRIGGER_C, count(*)
FROM MI_FAMPOLICY
GROUP BY MI_FAMPOLICY_FMLY_ID_CHR,MI_FAMPOLICY_TRIGGER_C
HAVING COUNT(*) > 1;
  2. Identify the correct records that must be retained in the database, and then delete the unwanted duplicate records.

Configure Alternative Query for the Policy Designer Overview Page

About This Task

You can configure the Policy Designer Overview page to use the alternative query (Policy Overview – Policies Alternate Query) that has been added to the GE Digital APM Catalog.

Procedure

  1. Access GE Digital APM using the MIADMIN user account.
  2. Access the Catalog page.
  3. In the Catalog section, select Public > Meridium > Modules > Policy Manager > Queries.
    The Queries workspace appears, displaying the catalog items of the Queries folder in a table.
  4. Select the check box corresponding to the Policy Overview – Policies query.
  5. In the same row, select .
    The Catalog Item Properties window appears, displaying the properties of the Policy Overview – Policies query.
  6. In the Name box, modify the value to rename the query.
  7. Select Done.
    The Policy Overview – Policies query is renamed.
  8. Select the check box corresponding to the alternative query (Policy Overview – Policies Alternate Query).
  9. In the same row, select .
    The Catalog Item Properties window appears, displaying the properties of the alternative query.
  10. In the Name box, delete the existing value, and then enter Policy Overview – Policies.
  11. Select Done.
    The alternative query is configured for the Policy Designer Overview page.

Configure the Policy Trigger Service

Procedure

  1. On the GE Digital APM Server, navigate to the folder where the Policy Trigger Service files are installed. If you installed the software in the default location, you can locate this file in the folder C:\Program Files\Meridium\Services.
  2. Open the file Meridium.Policies.Service.exe.config in an application that you can use to modify XML (for example, Notepad).
  3. Within the <executionServers> tags, locate the following text: <add url="http://localhost/Meridium" />
  4. Within the add url attribute, choose one of the following:
    • If you have only one GE Digital APM Server in your system architecture, accept the default value (that is, localhost).
    • If you have more than one GE Digital APM Server in your system architecture, replace localhost with the name of the server cluster that you want to use for policy executions.
  5. Save and close the file.
    Your settings will be applied when the Policy Trigger Service is started or restarted.

Configure Multiple GE Digital APM Servers for Policy Execution

Depending on the number of policies that you need to manage in your system, you may have multiple GE Digital APM Servers to process policy executions. Based on your company’s preference for server load balancing, you can configure your GE Digital APM System Architecture using global load balancing or isolated load balancing.

Regardless of the approach you use, you must fully configure each GE Digital APM Server according to the steps for deploying the basic GE Digital APM system architecture. In addition, each GE Digital APM Server must be configured to use the same instance of Redis.

Global Load Balancing

In global load balancing, you configure all GE Digital APM Server(s) to process policy executions in a single load-balanced cluster. In this scenario, an increase in activity from any server can be absorbed across all servers in your system architecture. Because there is only one cluster to manage in this scenario, this is the simpler configuration to set up and manage.

In this scenario, you must:

Isolated Load Balancing

In isolated load balancing, you configure designated GE Digital APM Server(s) to process policy executions in a separate load-balanced cluster from other GE Digital APM Server(s). In this scenario, the policy execution processes are isolated from the GE Digital APM Server processes, therefore preventing an increase in activity in one cluster from negatively impacting the processes of the other.

In this scenario, you must:

  • Configure the Policy Trigger service on all GE Digital APM Servers to specify the name of the cluster used for policy executions.

  • Start the Policy Execution Service on only the GE Digital APM Servers in the cluster designated to process policy executions.

Configure the Meridium Notification Service for Policy Designer

About This Task

For the Policy Designer to work correctly, you must configure the Meridium Notification Service by modifying the file Meridium.Service.Notification.exe.config on all GE Digital APM Servers.

Procedure

  1. On the GE Digital APM Server, navigate to the folder where the Meridium Notification Service files are installed. If you installed the software in the default location, you can locate these files in the folder C:\Program Files\Meridium\Services.
  2. Open the file Meridium.Service.Notification.exe.config in an application that you can use to modify XML script (for example, Notepad).
  3. If you have not done so already, complete any necessary basic configuration for the Meridium Notification Service.
  4. Within the <notification> tags, within the <notificationSettings> tags, uncomment the following text string (that is, delete the <!-- and -->): <!-- <add key="policyExecutionService" serverType="external" endPointName="policyExecutionService" /> -->
  5. Within the <system.serviceModel> tags, within the <client> tags, uncomment the following text string (i.e., delete the <!-- and -->): <!-- <endpoint name="policyExecutionService" address="net.tcp://localhost/Meridium/PolicyExe/NotifyHandler" binding="netTcpBinding" contract="Meridium.Core.Common.Contracts.INotificationService" /> -->
  6. Save and close the file.
  7. Start or restart the Meridium Notification Service.