Health Indicator Source Management

About Health Indicator Source Management

In Health Indicator Source Management, you can indicate which health indicator source records should be monitored by Asset Health Manager. If a source record is excluded, AHM will ignore data related to that source when processing health information for an asset.

About Automatic Creation of Health Indicators

After you start the Asset Health Indicator service, whenever an entity or a relationship record is created in the APM database, Health Indicator records are created automatically if the following conditions are met:

  • A valid health indicator source record exists (i.e., a record belonging to a family that with a fully configured Health Indicator Mapping record).
  • The health indicator source record is linked to an asset record (that is, a record in a family that is included in the Asset Hierarchy definition) and the Has Health Indicators relationship definition exists for that asset family.
  • A Health Indicator record does not already exist for the health indicator source record and the asset record.
  • The health indicator source record is included in the Health Indicator Source Management workspace.
  • For Measurement Location health indicator source records, the Include as Health Indicator Source check box on the data sheet is selected.

Records may exist in your database that belong to a health indicator source family, but for which you do not want health indicators to be created. You can use the Health Indicator Source Management workspace to manage whether health indicators are created for each potential source record.

When Health Indicator records are created:

  • The asset record will be linked to the newly created Health Indicator record(s) through the Has Health Indicators relationship.
  • The Health Indicator record(s) will be linked to the corresponding health indicator source and Health Indicator Mapping records according to the AHM data model.
  • If reading data (from health indicator reading source records) is available, the initial status of the health indicator will be set accordingly.

Once Health Indicator records exist in the APM database, you can view the related health information in Asset Health Manager.

If a health indicator source record is deleted or if it is unlinked from an asset record to which it was linked through the relationship defined in the relevant Health Indicator Mapping record, the corresponding Health Indicator records are deleted automatically.

Health Indicators and Site Filtering

When a health indicator source record is linked to an asset, both the health indicator source record and the newly created Health Indicator record inherit the Site Reference Key of the asset.

Tip: For more information, refer to the Site Filtering section of the documentation.

In certain scenarios, you may be working with a health indicator source that measures some values that are shared across sites. For example, you may have a Measurement Location that measures flow or pressure in a pipe that crosses a site boundary. In this case, the health indicator source (e.g., Measurement Location record) should be designated as a global record (that is, not assigned to any specific site). Because health indicator source records automatically inherit the Site Reference Key of the asset, after linking the source to the asset, a Super User must use the Site control to adjust the site assignment of the source records to designate them as Global.

Important: It is not supported for a health indicator source and an asset to be assigned to different sites.

Include or Exclude Sources from Automatic Health Indicator Creation

About This Task

Administrative users can use the Health Indicator Source Management workspace to specify whether health indicators are created automatically for each potential health indicator source record (that is, a record belonging to a family that has a fully configured Health Indicator Mapping record).
Important: When you include or exclude a source record linked to multiple assets, your changes affect the health indicators based on that source for all linked assets. Also, when you exclude a source record, no health indicators are created for that source when you link it to additional assets.

Procedure

  1. In the Applications menu, navigate to ADMIN > Application Settings > Asset Health Manager.
  2. Select the Health Indicator Source Management tab.
    The Health Indicator Source Management workspace appears, displaying a table with one row for each health indicator source record.
    Tip:
    • You can select to search for a source record matching a keyword in any column. If you search in the Included column, you must specify true or false.
    • You can select to filter the grid to show only the source records in specific families.
  3. Depending on whether you want to include or exclude a health indicator source, choose one of the following:
    • Select the check box next to a source for which you want to create Health Indicator records, and then select Include Selected.
    • Select the check box next to a source for which you do not want Health Indicator records to be created, and then select Exclude Selected.

    A window appears, asking you to confirm whether you want to include or exclude the specified sources.

  4. If you want to proceed, select OK.

    If you included a source, a check mark appears in the Included column for the row containing the selected source record. This indicates that the source is no longer excluded and that the corresponding Health Indicator records were created.

    Alternatively, if you excluded a source, the check mark is cleared from the Included column for the row containing the selected source record. This indicates that Health Indicator records will not be created based on the source record for any asset and that existing Health Indicator records based on the source were deleted.

View the Time Stamp of the Last Health Indicator Update

In the AHM Admin page, you can determine whether your Health Service is running by viewing the time stamp of the most recently updated health indicator source. If the date and time displayed seem older than you expect, you may need to take further steps to confirm whether your Health Service is functioning as expected.

Procedure

  1. In the Applications menu, navigate to ADMIN > Application Settings > Asset Health Manager.
  2. Select the General Settings tab.
    The Health Administration General Settings section appears.
  3. Select Check Last Health Indicator Update.
    A window appears, displaying the date and time of the most recent health indicator update.

Resync Health Indicators

If the list of health indicator sources in the AHM Admin page becomes out of sync with the actual list of available health indicators, an admin may need to resync your health indicators.

About This Task

Typically, the health indicator sources remain in sync with the list of available health indicators. However, if the Asset Health Indicator service was down, or if an admin reset the health indicator service, the list of health indicator sources in the AHM Admin page may become out of sync with the list of available health indicators. In this scenario, complete the following procedure to resync health indicators.

Procedure

  1. In the Applications menu, navigate to ADMIN > Application Settings > Asset Health Manager.
  2. Select Health Indicator Source Management.
    The Health Indicator Source Management workspace appears, displaying a list of potential health indicator sources as well as the date when the list was last resynced.
  3. Select Resync Health Indicators.
    A window appears, asking you to confirm whether you want to proceed.
  4. Select Yes.
    A sync job begins. When the job is completed, the Last Resynced date is updated, and the health indicators are resynced.