Calibration Management Upgrade

Upgrade or Update Calibration Management to V5.2.1.0.0

The following table provides you the reference to procedures to upgrade from an earlier APM version to the latest version.

Upgrade from Upgrade to Procedure
V5.2.xV5.2.1.0.0
V5.1.xV5.2.1.0.0
V5.0.xV5.2.1.0.0
V4.6.2 or a later V4.6.x releaseV5.2.1.0.0
  1. Upgrade from any version V4.6.2.0.0 through V4.6.10.0.0
  2. Upgrade from any version V5.0.1.0.0 through V5.0.6.0.0
V4.6.1.x or earlierV5.2.1.0.0
  1. Upgrade from any version V4.6.1.x or earlier to V4.6.2.0.0 or a later V4.6.x release
  2. Upgrade from any version V4.6.2.0.0 through V4.6.10.0.0
  3. Upgrade from any version V5.0.1.0.0 through V5.0.6.0.0
Note: For more information on upgrading to APM V4.6.2.0.0 or a later V4.6.x release, refer to the Upgrade documentation for the corresponding version.

Upgrade from any version V5.2.0.0.0 through V5.2.0.1.0

The following tables outline the steps that you must complete to upgrade this module to the latest version. These instructions assume that you have completed the steps for upgrading the basic 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.

StepTaskNotes
1Following query has been modified to display overview count to match with number of records in the result grid under calibration queue tab. Revert these queries to Baseline to avoid any issues while loading overview count:
  • Public\Meridium\Modules\Calibration Management\Queries folder.
    • Calibration Queue Overview
This step is required only if you have previously modified the queries.

Upgrade from any version V5.1.0.0.0 through V5.1.3.1.0

The following tables outline the steps that you must complete to upgrade this module to V5.2.1.0.0. These instructions assume that you have completed the steps for upgrading the basic 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.

When you upgrade:
  • The Calibration Strategy and Device Type fields in each Calibration Profile are populated automatically.
  • If using a GE Druck calibrator, in a Calibration Template that was created before the upgrade, if the value in the Temperature Element Type field is None, you must modify the value. Otherwise, you will not be able to link the Calibration Template to an Asset.
StepTaskNotes
1

Uninstall the previous version of the GE Device Service, and install the latest version on all the machines that you will connect to a device used for automated calibration.

Important: If, however, you use HTTPS to connect to APM, then you must follow the instructions in KBA 000059233.

This step is required only if you want to use a device to perform automated calibration.

2

Using the command prompt, navigate to the <APM installation folder>/Upgrade folder, and then run the following command:

Meridium.DbUtility.CalibDeviceMappingsUpgradeUtility.exe <datasource ID> <username> <password>

Where,

  • <datasource ID> is the identification of your data source.

  • <username> is the APM username.

  • <password> is the APM password.

This step is required only if you want to use the Fluke documenting process calibrator. This will replace the old Calibration Device Mappings for the device with the new ones. It will also update the existing templates to use the new Calibrator Device Mappings.

After you complete this step, a log file is generated containing information about the upgrade process.

Upgrade from any version V5.0.1.0.0 through V5.0.6.0.0

The following tables outline the steps that you must complete to upgrade this module to V5.2.1.0.0. These instructions assume that you have completed the steps for upgrading the basic 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.

When you upgrade:
  • The Calibration Strategy and Device Type fields in each Calibration Profile are populated automatically.
  • If using a GE Druck calibrator, in a Calibration Template that was created before the upgrade, if the value in the Temperature Element Type field is None, you must modify the value. Otherwise, you will not be able to link the Calibration Template to an Asset.
StepTaskNotes
1

Uninstall the previous version of the GE Device Service, and install the latest version on all the machines that you will connect to a device used for automated calibration.

Important: If, however, you use HTTPS to connect to APM, then you must follow the instructions in KBA 000059233.

This step is required only if you want to use a device to perform automated calibration.

2

Using the command prompt, navigate to the <APM installation folder>/Upgrade folder, and then run the following command:

Meridium.DbUtility.CalibDeviceMappingsUpgradeUtility.exe <datasource ID> <username> <password>

Where,

  • <datasource ID> is the identification of your data source.

  • <username> is the APM username.

  • <password> is the APM password.

This step is required only if you want to use the Fluke documenting process calibrator. This will replace the old Calibration Device Mappings for the device with the new ones. It will also update the existing templates to use the new Calibrator Device Mappings.

After you complete this step, a log file is generated containing information about the upgrade process.

Upgrade from any version V4.6.2.0.0 through V4.6.10.0.0

The following tables outline the steps that you must complete to upgrade this module to V5.2.1.0.0. These instructions assume that you have completed the steps for upgrading the basic 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.

When you upgrade:
  • The Calibration Strategy and Device Type fields in each Calibration Profile are populated automatically.
  • If using a GE Druck calibrator, in a Calibration Template that was created before the upgrade, if the value in the Temperature Element Type field is None, you must modify the value. Otherwise, you will not be able to link the Calibration Template to an Asset.
StepTaskNotes
1Update entity key parameters from :n to :k for the following catalog queries:
  • Public\Meridium\Modules\Calibration Management\Queries folder.
    • CalibMapStratList
    • Calibration Profile Linked Asset Query
    • CalibrationMappingList
    • Calibration_Device_Result
    • Equipment Profile Linked with Profile Template Query
    • Fluke Send Query Display Filtered
    • Functional Location Data Query
    • GetFamilyFields
    • GetLinkedFamilies
    • GetLinkedFields
    • GetLinkedStrategies
    • Instrument Data Query
    • Manage Calibration Task Query
    • Manage Calibration Task With Task Assigned Query
    • Manage Calibration Task Without Task Assigned Query
    • MapListFinal
    • Query For AnalogCalibrationReport
    • Query For AnalogCalibrationReport
    • Query For AnalogCalibrationTemplateReport
    • Query For AnalyzerMultiComponentCalibrationTemplateReport
    • Query For AnalyzerMultiComponentCalibrationTemplateSubReport
    • Query For AnalyzerSingleComponentCalibrationTemplateReport
    • Query For AnalyzerSingleComponentCalibrationTemplateSubReport
    • Query For AnalyzerMultiComponentCalibrationGraphs
    • Query For AnalyzerMultiComponentCalibrationReport
    • Query For AnalyzerSingleComponentCalibrationGraphs
    • Query For AnalyzerSingleComponentCalibrationReport
    • Query For CMXCalibrationReport
    • Query For CMXCalibrationTemplateReport
    • Query For CalibrationErrorTrendGraphs
    • Query For CalibrationPassFailTrendGraphs
    • Query For DiscreteCalibrationReport
    • Query For DiscreteCalibrationTemplateReport
    • Query For FunctionalTestCalibrationReport
    • Query For FunctionalTestCalibrationTemplateReport
    • Query For FunctionalTestCalibrationFieldReport
    • Query For WeightScaleCalibrationTemplateReport
    • Query For WeightScaleCalibrationTemplateSubReport
    • Query For WeightScaleCalibrationGraphs
    • Query For WeightScaleCalibrationReport
    • Task Query
This step is required only if you have previously modified the queries.

This step will be completed automatically when you upgrade the components in the basic APM system architecture.

2Update Asset Hierarchy parameter from -1 to #ahhome for the following catalog queries:

For example, (? :ah :id=entity_key) = '-1'must be updated to (? :ah :id=entity_key) = (#:ahhome)

  • Public\Meridium\Modules\Calibration Management\Queries folder.
    • Applied Template Asset Context
This step is required only if you have previously modified the queries.

This step will be completed automatically when you upgrade the components in the basic APM system architecture.

3Following queries have been modified to improve the performance. Revert these queries to Baseline to avoid any issues while using Postgres Database.
  • Public\Meridium\Modules\Calibration Management\Queries folder.
    • Recommendation Author List
    • Recommendation Reviewer List
This step is required only if you have previously modified the queries.

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

  1. Access the Calibration Management Overview page.
    Note: A calibrator does not need to be connected.
  2. Select the Calibration Tools tab.

    The Calibration Tools section appears, displaying a list of test equipment and standard gas cylinders.

  3. In the upper-right corner of the page, select Calibrator Settings.
    The Calibrator Settings window appears.
  4. In the Select Device box, select the required device.
  5. 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.
  6. Select Done.
    The Calibrator Settings window appears, indicating that the GE Device Service is not installed.
  7. Select Download.

    The file MeridiumDevices.exe is downloaded.

  8. Run MeridiumDevices.exe, and then follow the instructions in the installer.

    The GE Device Service is installed.

Update the Query Parameter Type

About This Task

After the database for APM is upgraded, if the entity key fields are of the type string, you must modify the catalog query parameters to use the correct type.

Procedure

  1. Access the Query page.
  2. Select Browse.
    The Select a query from the catalog window appears.
  3. Navigate to the folder containing the query that you want to update, and select the link for the query.
    The Results workspace appears.
  4. Select the SQL tab.
    The SQL workspace appears, where you can modify the SQL code.
  5. Modify all the entity key numeric parameters to :k.
    For example, (? :n) must be updated to (? :k).
  6. Select Save.
    The modified query is saved.

Revert the Calibration Management Queries to Baseline

This action is required only if you have modified the Calibration Management queries.

About This Task

If you have modified the Calibration Management queries, perform the following steps to revert the query to baseline.

Procedure

  1. Access the Catalog page.
  2. Navigate to the Public folder for the query that you want to revert.
    For Calibration Management, the public queries are stored in the following folder:
    Public\Meridium\Modules\Calibration Management\Queries
  3. Select the check box next to the query that you want to revert, and then select .
    The Confirm Delete window appears, prompting you to confirm if you want to delete the selected query.
  4. Select OK.
    The selected query is deleted.
  5. Navigate to the Baseline folder for queries.
    For Calibration Management, the baseline queries are stored in the following folder:
    Baseline/Meridium/Modules/Calibration Management/Queries
  6. Select the check box next to the query that you want to revert, and then select .
    The Catalog Folder Browser window appears.
  7. Navigate to the folder containing the public query that you deleted in step 3.
  8. Select OK.
    A success message appears indicating that the selected item has been copied successfully.
  9. Repeat Steps 2-8 for each query that you want to revert to baseline.