Calibration Management Deployment

Deploy Calibration Management for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time. These instructions assume that you have completed the steps for deploying the basic system architecture.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.


Step	Task	Notes
1	Review the Calibration Management data model to determine which relationship definitions you will need to modify to include your custom families. Via Configuration Manager, modify the relationship definitions as needed.	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 Calibration Management Security Groups and Roles.	This step is required.
3	Configure the Has Standard Gas relationship family to include the desired Instrument families as predecessors to the Standard Gas Cylinder family in Configuration Manager.	This step is required only if you will use one or more standard gas cylinders to calibrate an asset.
4	Define alternate search queries.	This step is required only if you do not want to use the baseline search queries.
5	Configure default values for Calibration Template and Calibration Event Records by accessing the Calibration Setup Defaults family in Application Settings.	This step is required.
6	Install the GE Device Service on all of the machines that will connect to devices that will be used with Calibration Management.	This step is required only if you are performing an automated calibration.

Install the GE Device Service

About This Task

Important: You must repeat this procedure on each machine to which you will connect a calibrator.

The GE Device Service can be installed as part of the workflow when you try to send data to calibrator or verify the settings of the calibrator.

Procedure

Access the Calibration Management Overview page.

Note: A calibrator does not need to be connected.
Select the Calibration Tools tab.

The Calibration Tools section appears, displaying a list of test equipment and standard gas cylinders.
In the upper-right corner of the page, select Calibrator Settings.
The Calibrator Settings window appears.
In the Select Device box, select the required device.
If you selected the CMX Calibration Management software, enter values in the following fields:
- If you want to test the connection of the CMX Calibration Management software, select the Perform Connection Test check box.
- In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.
If you selected a Fluke documenting process calibrator, enter values in the following fields:
- In the COM Port box, select the communication port number to which the calibrator is connected.
  
  Important: APM supports port numbers in the range of COM1 through COM4. If the communication port number of the calibrator does not fall within this range, you must change the value in the Device Manager, or connect the calibrator to a different port.
- If you want to test the connection of the Fluke documenting process calibrator, select the Perform Connection Test check box.
  
  Note: The Baud Rate box contains the value 9600. You cannot change this value.
- In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.
If you selected a GE Druck documenting process calibrator, enter values in the following fields:
- If you want to test the connection of the GE Druck documenting process calibrator, select the Perform Connection Test check box.
- In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.
Select Done.
The Calibrator Settings window appears, indicating that the GE Device Service is not installed.
Select Download.

The file MeridiumDevices.exe is downloaded.
Run MeridiumDevices.exe, and then follow the instructions in the installer.

The GE Device Service is installed.