System Requirements for Modules
APM Connect System Requirements
APM Foundation System Requirements
License Requirements
This feature is available with the core APM application; no specific license is required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying APM Foundation
APM Foundation comprises the foundation-level analysis tools that are available after you have installed and configured the basic APM system architecture.
Advanced Visualization
Hardware Requirements
The following hardware requirements outline the minimum hardware required for any computer that will be set up for the Advanced Visualization module. These minimum requirements may not be sufficient, depending upon how your system is configured and the anticipated user load the system must service.
| Component | |
|---|---|
| Core | 4-core processor, 2.5 GHz minimum per core 8-core processors are recommended for optimal performance |
| RAM | 16 GB RAM or higher for optimal performance |
| Hard Drive | 40 GB of free disk space |
Software Requirements
The following software is required on any machine that will be set up for Advanced Visualization.
| Software Name and Version | Where you can obtain it |
|---|---|
| Windows Server 2012 (64-bit) -or- Windows Server 2016 (64-bit) -or- Windows Server 2019 (64-bit) | Microsoft |
| Browser | Notes |
|---|---|
| Google Chrome -or- Mozilla Firefox -or- Microsoft Edge Windows Server 2012 (64-bit) | For recommended browser versions, refer to the https://kb.informationbuilders.com/topic/webfocus-8207-browser-information. |
Network Requirements
The following ports are required by Advanced Visualization and must be open on the machine that will be set up for Advanced Visualization.
| Port | Use |
|---|---|
| 80 | Advanced Visualization UI |
| 8080 | Webfocus client |
| 8120 | Webfoxus Reporting Server |
| 9090 | Advanced Visualization MS |
| 9006 | Advanced Visualization UI. This port is required only if Advanced Visualization is installed on the same machine as APM |
Asset Criticality Analysis (ACA) System Requirements
License Requirements
This feature is available in the APM application with the Meridium Core license; no specific license is required.
ACA integration with SAP is only available in on-premises releases.
To update your SAP system to reflect the criticality value that is determined in ACA, the licenses SAP Interfaces – Foundation and SAP Interfaces - Criticality Assessment are also required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Asset Criticality Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Asset Criticality Analysis.
Asset Health Manager (AHM) System Requirements
License Requirements
The Asset Health license and the licenses for the modules that you want to use with AHM are required to take advantage of AHM functionality.
Additional Components Required
When you install the APM Server, the Asset Health Indicator Service is installed automatically. In order for the Asset Health Indicator Service to function as described within this documentation, you must start the Asset Health Indicator Service. After you do so, the Asset Health Indicator Service will allow the health indicator status values to be updated automatically.
In addition, Asset Health Manager can be used to its complete potential only when it is integrated with one or more of the following modules:
- Rounds
- Asset Strategy Management
- Policy Designer
- Metrics and Scorecards
Your system must also meet the system requirements for any of these additional modules that you plan to use with Asset Health Manager.
Deploying Asset Health Manager
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Asset Health Manager.
If you want to use Asset Health Manager with Process Data Integration and Policy Designer, you must also configure and start the services associated with these modules.
Asset Strategy Implementation (ASI) System Requirements
License Requirements
The following licenses are required to take full advantage of ASI functionality:
- Asset Strategy Management
- SAP Content for ASI
SAP System Requirements
The following SAP system versions are required to update items in SAP with changes made in ASI:
- To create ASI/ASM objects in SAP and import ASI/ASM objects from SAP: SAP ECC 6.0 - Enhancement Packs (EhP) 1 and above.
- To update ASI/ASM objects in SAP: SAP ECC 6.0 - Enhancement Packs (EhP) 5 and above.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
- The Asset Strategy Management (ASM) module. ASI allows you to build Implementation Packages, which are containers of records that dictate the work that you want to perform and the Asset Strategies that contain the original work requests (i.e., Action Revision records). Asset Strategies are created in ASM.
- An SAP System. The connectivity to SAP is required only if you want to create items such as Maintenance Plans, Maintenance Items, and Task Lists from ASI. To take full advantage of the ASI module, we recommend that you integrate ASI with SAP.
Deploying Asset Strategy Implementation
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Asset Strategy Implementation.
Asset Strategy Management (ASM) System Requirements
License Requirements
A limited version of the ASM module is available with the Meridium Core license. To experience ASM with full functionality, an Asset Strategy Management license is required.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components if you wish to use Asset Strategy Implementation to manage actions that are implemented in an SAP system:
- The Asset Strategy Implementation (ASI) module. ASI allows you to build Implementation Packages, which are containers of records that dictate the work that you want to perform and the Asset Strategies that contain the original work requests.
Deploying Asset Strategy Management
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Asset Strategy Management.
Asset Strategy Optimization (ASO) System Requirements
License Requirements
The following licenses are required to take full advantage of ASO functionality:
- Asset Strategy Management
- Asset Strategy Optimization
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
- The Asset Strategy Management (ASM) module: ASO allows you to optimize Asset Strategies by running data simulations on existing Asset Strategies. Asset Strategies are created in ASM.
Deploying Asset Strategy Optimization
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Asset Strategy Optimization.
Calibration Management System Requirements
License Requirements
The Calibration license is required to take advantage of the Calibration Management functionality.
Additional Components Required
If you use a documenting process calibrator or other calibration management software to perform automated calibration, then the machine that will connect to that calibrator must have the APM Devices service installed.
These devices may require additional drivers provided by the manufacturer.
The following documenting process calibrator devices are supported:
- Fluke 74x Documenting Process Calibrator
- Fluke 75x Documenting Process Calibrator
- GE Druck Calibrators:
-
Druck DPI611 - Pressure Calibrator
-
Druck DPI612 - Flex Pressure Calibrator
-
Druck DPI620 - Multifunction Calibrator
-
Druck DPI620-IS - Intrinsically Safe Multifunction Calibrator
-
Druck DPI620G – Advanced Multifunction Calibrator, HART/Fieldbus Communicator
-
Druck DPI620G-IS - Intrinsically Safe Advanced Multifunction Calibrator, HART/Fieldbus Communicator
-
The following Calibration Management software is supported:
- CMX Calibration Management Software Version 2 (2.10.114.0)
To establish communication with the CMX Calibration Management software, in addition to APM Device services, you must install the following software:
- Beamex Business Bridge (B3) Version 1 (1.2.0)
Deploying Calibration Management
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Calibration Managaement.
Compliance Management System Requirements
License Requirements
The Compliance Management, Inspection Management, and Policy Designer licenses are required to take advantage of the Compliance Management functionality.
Additional Components Required
eLog System Requirements
License Requirements
The eLog license is required to take advantage of the eLog functionality.
Additional Components Required
If you want to create GAA Primary Events from eLog, you must ensure that the license for Generation Availability Analysis (GAA) is active.
Deploying eLog
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for eLog.
Failure Modes and Effects Analysis (FMEA) System Requirements
License Requirements
The RCM license is required to take advantage of FMEA functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Failure Modes and Effects Analysis (FMEA)
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Failure Modes and Effects Analysis (FMEA).
Family Policy System Requirements
License Requirements
The Family Policy license is required to take full advantage of Family Policy functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Generation Availability Analysis (GAA) System Requirements
License Requirements
The Generation Availability Analysis license is required to take advantage of the Generation Availability Analysis functionality.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
- The GAA module utilizes R script functionality. Therefore, your system must also meet the system requirements for R scripts.
- If you want to access and create a Root Cause Analysis (RCA) from GAA, you must ensure that the license for Root Cause Analysis is active.
- If you want to access and create an eLog entry from GAA, you must ensure that the license for eLog is active.
- If you want to access the Health Summary page for an asset, you must ensure that the license for Asset Health Manager is active and that you have the appropriate Security User permissions.
Deploying Generation Availability Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Generation Availability Analysis.
Generation Availability Analysis Wind (GAA Wind) System Requirements
License Requirements
The GAA Wind license is required to take advantage of the GAA Wind functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying GAA Wind
After you have installed and configured the basic system architecture, you will need to perform some configuration steps specifically for GAA Wind.
Hazards Analysis System Requirements
License Requirements
The Hazards Analysis license is required to take advantage of the Hazards Analysis functionality. This license is also required to use the integration between Hazards Analysis and Layers of Protection Analysis (LOPA).
To use the integration between Hazards Analysis and SIS Management, the SIS Management license is also required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Hazards Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Hazards Analysis.
Inspection Management System Requirements
License Requirements
The Inspection license is required to take advantage of Inspection Management functionality.
For organizations with sites located in Brazil, APM provides expanded inspection functionality to support the inspection requirements of NR-13. To take advantage of this functionality, the NR13 license is required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Inspection Management
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Inspection Management.
Life Cycle Cost Analysis System Requirements
License Requirements
The Life Cycle Cost Analysis (LCC) license is required to take advantage of the Life Cycle Cost Analysis functionality.
Additional Components Required
If you want to:
- Import Production Event costs from PLA, the license for Production Loss Analysis is required.
Deploying Life Cycle Cost Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Life Cycle Cost Analysis.
Layers of Protection Analysis (LOPA) System Requirements
License Requirements
The Hazards Analysis license is required to use the integration between LOPA and Hazards Analysis.
The SIS Management license is required to use the integration between LOPA and SIS Management.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Layers of Protection Analysis (LOPA)
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Layers of Protection Analysis (LOPA).
Management of Change (MOC) System Requirements
License Requirements
The MOC license is required to take advantage of the Management of Change functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Management of Change
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Management of Change.
Metrics and Scorecards System Requirements
License Requirements
The Metrics Manager license is required to use the Metrics and Scorecards module.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
-
A SQL Server Analysis Services Server machine that will host the Microsoft SQL Server Analysis Services software. The following versions of SQL Server Analysis Services are supported in this version of APM:
- Microsoft SQL Server Analysis Services 2016
-
If you are using an Oracle database, to process the Work History cube, you must install ODP.NET (Oracle Data Provider.NET), an Oracle Data Access Component, on the machine where the Work History cube is deployed.
System Architecture
Microsoft SQL Server Analysis Services provides the ability to analyze large amounts of data quickly and easily. Analysis Services provides the means to access warehouses of data by letting you create dimensional cubes from information in the database and dimension tables. Numeric measures can be summed into pre-aggregated values while cubes are being created. Cubes can contain data that is summarized, copied, or read directly from the data warehouse. Cubes, dimensions, and partitions can be processed (that is, updated) to incorporate new or changed data from the data warehouse. Time, location, equipment type, or sizes are common dimensions against which measures are calculated and displayed in APM. The data warehouse can be created as a separate database, combining information from APM and other data sources. Alternatively, dimensional cubes can be created by accessing the APM database directly.
Together, Microsoft SQL Server Analysis Services and the Metrics and Scorecards module functionality provide APM users with the ability to analyze data in the APM database using the features of Analysis Services through the APM interface. To use the Metrics and Scorecards functionality, you must incorporate SQL Server Analysis Services into your APM system.
If you choose to implement the Metrics and Scorecards module within your system, we recommend using a configuration in which the Analysis Server exists on a machine that is separate from the APM Server. This deployment scenario most accurately reflects the APM testing environment. The following illustration shows how the SQL Server Analysis Services Server connects to the basic APM System architecture.
Deploying Metrics and Scorecards
After you have installed and configured the basic APM system architecture, you need to perform some configuration steps specifically for Metrics and Scorecards.
OT Connect System Requirements
License Requirements
The APM OT Connect license is required to take full advantage of the OT Connect functionality.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following components:
- OT Connect Conductor service must be installed on the APM Server.
- OT Connect Process Data Server: A machine on which the OPC compliant software is installed. The software requirements of this server are determined by the third-party distributor of the software. OT Connect Adapter must be installed on the OT Connect Process Data Server.
- Process Historian: A machine on which the process historian software is installed. The software requirements of this machine are determined by the third-party distributor of the software.
Refer to the supported software and devices documentation for information about OT Connect Process Data Servers and Process Historians that are tested for the OT Connect feature. The OT Connect Adapter can be installed and run on the OT Connect Process Data Server in OT Source Capability Utility mode to validate the capabilities of specific OT Connect Process Data Servers and process historians on a case-by-case basis. Refer to the deployment section for more information on the OT Connect Adapter.
System Architecture
The following image shows the basic system architecture for deploying OT Connect with one APM Server.
Deploying OT Connect
After you have installed and configured the basic APM system architecture, you must perform some configuration steps specifically for OT Connect.
If you want to use OT Connect with Asset Health Manager and Policy Designer, you must also configure the services associated with these modules.
Policy Designer System Requirements
License Requirements
The Policy Designer license is required to take full advantage of Policy Designer functionality.
This license is not required for the module workflow policies to operate; however, if you want to modify a module workflow policy, the Policy Designer license is required. You do not need the Policy Designer license to view module workflow policies for modules for which you have a license.
Additional Components Required
When you install the APM Server, the Policy Execution Service and Policy Trigger Service are installed automatically. In order to execute policies, you must configure these services on the appropriate machines.
Your system must also meet the system requirements for any additional modules that you plan to use with Policy Designer.
System Architecture
The following image shows the basic system architecture for deploying Policy Designer with one APM Server that processes policy executions.
Deploying Policy Designer
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Policy Designer.
If you want to use Policy Designer with OT Connect and Asset Health Manager, you must also configure the services associated with these modules.
Production Loss Analysis (PLA) System Requirements
License Requirements
The Production Loss Accounting license is required to take advantage of PLA functionality.
If you want to:
- Access and create a Root Cause Analysis (RCA) from PLA, you will need to make sure that the license for Root Cause Analysis is active.
- Access and create a Production Analysis from PLA, you will need to make sure that the license for Reliability Analytics is active.
Deploying Production Loss Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Production Loss Analysis.
R Scripts System Requirements
License Requirements
This feature is available with the core APM application; no specific license is required.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
-
R Server: A machine on which the R Server software is installed. The software requirements of this server are determined by the third-party distributor of the software. You can find more information about this software, including required software dependencies and installation instructions, on the https://msdn.microsoft.com/en-us/microsoft-r/rserver-install-windows.
The APM testing environment uses DeployR Open 8.0.0, DeployR Enterprise 8.0.0, and Machine Learning Server 9.2.1.
Note: The World Wide Web Publishing service must be enabled on the R Server or Machine Learning Server in order to use R scripts in APM. If this setting is disabled during the installation of R Server, you must enable it.
Deploying R Scripts
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for R Scripts.
RBI 581 System Requirements
License Requirements
The RBI 581 license is required to take advantage of RBI 581 functionality.
Because the RBI 581 and RBI modules share the same user interface, if you only have the RBI 581 license, various features normally available with the Risk Based Inspection license will be disabled. The following list indicates which features normally available with Risk Based Inspection are disabled.
If you only have the RBI 581 license:
- An RBI 580 license is required to use RBI Criticality Analyses, RBI Pipeline Analyses, and RBI PRD Criticality Analyses.
- On the Risk Based Inspection Overview page:
- Generate Recommendations is disabled.
- The Current Risk Overview and Past Risk Overview charts will plot the risk ranks for RBI 580 Criticality Analyses, RBI PRD Criticality Analyses, and RBI Pipeline Analyses.
- The Current Risk and Past Risk widgets will list RBI 580 Criticality Analyses, RBI PRD Criticality Analyses, and RBI Pipeline Analyses.
- In the Asset Summary workspace:
- The Asset Summary and Asset Risk Reports are disabled.
Deploying RBI 581
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for RBI 581.
Recommendation Management System Requirements
License Requirements
The Meridium Core license is required to take advantage of the Recommendation Management functionality.
Reference Documents System Requirements
License Requirements
This feature is available with the core APM application; no specific license is required.
Risk Based Inspection (RBI) System Requirements
License Requirements
The Risk Based Inspection license is required to take advantage of RBI functionality.
- An RBI 581 license is required to use RBI 581 Risk Analyses.
- The RBI 581 ISO Risk Plot feature is not available.
- On the RBI Admin Preferences page, the RBI 581 Admin Options, RBI 581 ISO-Risk Plot Preferences, Inspection Auto-Selection, and RBI 581 Inventory Groups workspaces are not available.
Additional License
- If you are planning to use Flexible RBI Methodology, the Policy Designer license is also required.
- If you want to take advantage of the extended RBI functionality for pipelines, the Pipeline Management license is also required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Risk Based Inspection
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Risk Based Inspection.
Root Cause Analysis (RCA) System Requirements
License Requirements
The PROACT license is required to take advantage of RCA functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Root Cause Analysis
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Root Cause Analysis.
Rounds System Requirements
System Requirements
The Operator Rounds license and the Lubrication Management license are required to take advantage of the Rounds functionality (i.e., Rounds Designer and Rounds Data Collection modules).
Additional Components Required
Refer to the supported software and devices documentation for information about the software and hardware requirements for devices you can use for data collection in Rounds.
Reliability Analytics System Requirements
License Requirements
The Reliability Manager license is required to take advantage of Reliability Analytics functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Reliability Analytics
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Reliability Analytics.
Reliability Centered Maintenance (RCM) System Requirements
License Requirements
The RCM license is required to take advantage of RCM functionality.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying Reliability Centered Maintenance
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Reliability Centered Maintenance.
Reports System Requirements
License Requirements
This feature is available with the core APM application; no specific license is required.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
-
Microsoft Visual Studio 2017 Professional and Microsoft SQL Server Data Tools - Business Intelligence for Microsoft Visual Studio 2017 (15.8.0).
or
Microsoft Visual Studio 2019 Professional and Microsoft SQL Server Data Tools - Business Intelligence for Microsoft Visual Studio 2019.
Note: If you install SSDT for Microsoft Visual Studio 2019, install Microsoft Reporting Service Projects (VSIX 2.6.2). For more information on how to install Microsoft Reporting Services Projects (VSIX 2.6.2), refer to the Microsoft SSDT documentation. -
APM SSRS Data Processing Extension plugin for Visual Studio from the Admin Installer.
Deploying Reports
After you have installed and configured the basic APM system architecture, configure Reports.
Rules System Requirements
License Requirements
A Developers License is required to use Rules Editor.
Additional Components Required
In addition to the basic APM system architecture, your system must also contain the following additional components:
-
Microsoft Visual Studio 2017 or 2019 Professional must be installed on every workstation where you want to work with APM rules in the APM system.
- APM Rules Editor Extension plugin for Visual Studio from the Admin Installer.
Deploying Rules
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Rules.
SIS Management System Requirements
License Requirements
The SIS Management license is required to take advantage of the SIS Management functionality. This license is also required to use the integration between SIS Management and Layers of Protection Analysis (LOPA).
To use the integration between SIS Management and Hazards Analysis, the Hazards Analysis license is also required.
Additional Components Required
Only the basic APM system architecture is required for this feature to work correctly. No additional components are required.
Deploying SIS Management
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for SIS Management.
Thickness Monitoring (TM) System Requirements
License Requirements
The Thickness Monitoring license is required to take advantage of TM functionality.
Additional Components Required
In addition to Thickness Monitoring, if you will use devices to collect data that you will transfer to APM, the machine that will connect to these devices must have the APM Device Service installed. The following devices are supported:
- GE DMS Go
- GE DMS Go+
- GE DMS2
- Olympus (Panametrics) 37DL Plus Ultrasonic Thickness Gage
- Olympus (Panametrics) 38DL Plus Ultrasonic Thickness Gage
These devices may require additional drivers provided by the manufacturer.
Deploying Thickness Monitoring
After you have installed and configured the basic APM system architecture, you will need to perform some configuration steps specifically for Thickness Monitoring.