Risk Based Inspection 580 Upgrade

Upgrade or Update RBI 580 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

This module will be upgraded to V5.2.1.0.0 automatically when you upgrade the components in the basic APM system architecture. No additional steps are required.

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.

StepTaskNotes
1Revert the following catalog items to baseline to improve the performance:
  • Public\Meridium\Modules\Risk Based Inspection\ Queries folder:
    • Analyses Ready For Evergreening - 580
    • Current Risk
    • Current Risk Overview
    • Past Risk
    • Past Risk Overview
    • Asset Corrosion Analysis More Current Than All Analyses
    • Asset Corrosion Analysis More Current Than Analyses
    • Inspections More Current Than All Analysis
    • Inspections More Current than Analyses
  • Public\Meridium\Modules\Risk Based Inspection\ Overview Graphs folder:
    • Current Risk Summary by Asset
  • Public\Meridium\Modules\Mechanical Integrity\Dashboards folder:
    • RBI Overview Dashboard
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.

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.

StepTaskNotes
1Update the Piping Stress content and calculate Allowable Stress for RBI Criticality Analyses in the Created state with Design Code B31.3 and Code Year 2014.This step is required only if you want to use the updated Piping Stress content for Design Code B31.3 and Code Year 2014 to calculate Allowable Stress.

For more information, refer to KBA 000068370.

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.

After you upgrade:

  • All RBI Assets with Active Analyses will have a related Inspection Plan record created.
  • All RBI recommendations for an RBI Asset will be related to Inspection Plan record of the RBI Asset.
  • The state caption for RBI Recommendation family with State ID MI_ACCEPTED will be updated to “Approved”.
  • The Recommendation Methodology field on RBI Recommendation will be updated to RBI 580 where previously the field had the value of "Criticality Calculator”.
  • All security users who belong to the 'MI RBI Analyst' security group will belong to the MI Inspection Plan Approver security role.
  • The MI Inspection Plan Approver security role will have the MI ASM Analyst security group assigned.
  • Piping Stress updated
    • In some of the Piping Stress records for B31.3, WPB was misspelled as WFB. These records are now updated based on ASME standards.
    • In some of the Piping Stress records for B31.3 and B31.1 for the year 2014, where the Material Specification field contained the value B366 and B622, the Material Grade had the value NS instead of N/A. These records are now updated based on ASME standards.
  • RBI 580 Representative Fluid contents have been updated for the following fluids to match the API 581, 3rd Edition, Addendum 1 specification:
    • C13-16 (Diesel)
    • C17-25 (Gas Oil)
    • C25+ (Resid)
    • C5
    • Chlorine
    • CO
    • EO
    • H2
    • H2O (Water)
    • H2S
    • HCl
    • HF
    • MEOH (Methanol)
    • NH3
    • Phosgene
    • Steam

    For information on the updated RBI 580 Representative Fluid Contents, refer to the RBI 580 Representative Fluids topic.

  • The Data Mapping Group record that satisfies the following conditions, along with its child records, will be reverted to baseline:
    • The value in the Source Family field is Criticality RBI Component - Exchanger Bundle.
    • The value in the Target Family field is RBI Criticality Analysis.
  • In some of the PV Stress records that contain the value SA/AS 1548, SB-187, SB-308, or SB-211 in the Material Specification field, values in the Minimum Yield Strength field are updated based on ASME 2010 standards.
StepTaskNotes
1Update entity key parameters for the following catalog queries:
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • Criticality Consequence Evaluation
    • Invalid Inspections for Non-Intrusive Requirement Met
    • Maximum Internal Corrosion Rate
    • PRD Consequence Evaluation
    • RBI Asset Risk Query
    • RBI Asset Risk Sub Query
    • RBI Components for an Asset
    • RBI Corrosion Loops for a Functional Location
    • RBI DM Query
    • RBI Pipeline Consequence Evaluation
    • Review Analyses by Asset 580
    • Review Analyses by Asset 581
    • Review Analyses by Corrosion Loop 580
    • Review Analyses by Corrosion Loop 581
    • Select Protected Assets
    • Select RBI Components
    • Unlinked Corrosion Loops
    • View Protected RBI Components
  • Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries folder.
    • Env Cracking Mapping
    • External Corrosion Mapping
    • Flammable Consequence Mapping
    • Internal Corrosion Mapping
    • RBI-CNAFC Query MI_CCRBICEB
    • RBI-CNAFC Query MI_CCRBICOM
    • RBI-CNAFC Query MI_CCRBICPI
    • RBI-CNAFC Query MI_CCRBICTB
    • RBI-CNAFC Query MI_CRTHPARDME by Pipeline Segment
    • RBI-CNAFC Query MI_RBIPIPESEGM
    • Toxic Consequence Mapping
  • Public\Meridium\Modules\Risk Based Inspection\Report Queries folder.
    • Inspection Group Report Query
    • Inspection Group Report Sub 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.

2Revert the following queries to baseline to remove the references to the MI_ENTITIES family that has been deprecated:
  • Public\Meridium\Modules\Mechanical Integrity\Queries\Dashboard Queries folder.
    • RBI Risk Matrix Query
    • RiskMatrix
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • Analyses Created For Evergreening – 580
    • Invalid Inspections for Non-Intrusive Requirement Met
    • RBI Components for an Asset
    • RBI Component for Unit
    • Review Analysis by Asset 580
    • Review Analysis by Corrosion Loop 580
    • Select RBI Components
    • Valid Inspections for Non-Intrusive Requirement Met

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.

3Add FMLY_KEY column to the following catalog queries:
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • Review Analyses by Asset
    • Review Analyses by Corrosion Loop
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.

4Add existing RBI Component Types to the MI RBI COMPONENT TYPES system code table.This step is required only if you have additional RBI Component type records that are not provided in the baseline APM database.
5Revert the RBI Corrosion Loop datasheet to baseline.This step is required only if you have modified the RBI Corrosion Loop datasheet.
6Configure Risk Based Inspection ActiveMQ settings for MIExecution Service.This step is optional. You can perform this step if you want to modify the default retries or concurrency settings.
7Ensure that the Meridium MIExecution Service is installed and running.If the basic APM system architecture is already installed, the Meridium MIExecution Service is automatically installed, and the service runs automatically.
8Revert the following queries to baseline to fix the query compilation error:
  • Public\Meridium\Modules\Mechanical Integrity\Queries\Dashboard Queries folder.
    • RBI 581 Assets Mitigation Overview Query
    • RiskMatrix
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • Active Analyses for Evergreening – 580
    • Analyses Created For Evergreening – 580
    • RBI Flexible Configurations
    • RBI Flexible Validation Records
    • Review Analysis by Corrosion Loop 580
    • Select Protected Assets
This step is required only if you have previously modified the queries.
9Revert the following queries to baseline:

Public\Meridium\Modules\Risk Based Inspection\Queries\Criticality Consequence Evaluation folder.

This step is required only if you are using Flexible Configurations with a custom Consequence Evaluation Family.
10Revert the following queries to baseline:
  • Public\Meridium\Modules\Risk Based Inspection\Report Queries folder.
    • MI RBI Analysis Summary Query
    • MI Inspection Management Summary Query
    • MI Thickness Monitoring Summary Query
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • RBI Asset Risk Query
This step is required only if you have previously modified the queries and you want to support Functional Location as an Asset.
11

Revert the following queries to baseline as the MI_SM_STATES.SMST_STAT_IND field is deprecated :

  • Public\Meridium\Modules\Risk Based Inspection\Queries\Review Analyses by Corrosion Loop 580 folder.
  • Public\Meridium\Modules\Risk Based Inspection\Queries\Review Analyses by Corrosion Loop 581 folder.
  • Public\Meridium\Modules\Risk Based Inspection\Queries\Review Analyses by Asset 580 folder.
  • Public\Meridium\Modules\Risk Based Inspection\Queries\Review Analyses by Asset 581 folder.
This step is required only if you have previously modified the queries.
12Revert the following queries to baseline
  • Public\Meridium\Modules\Risk Based Inspection\Queries folder.
    • Process Unit Query
This step is required only if you have previously modified the queries.
13Revert the following queries to baseline:
  • Public\Meridium\Modules\Inspection\Compliance\Queries folder.
    • Inspection Tasks for Asset
This step is required only if you have previously modified the queries and you need to update the Inspection Task hyperlink in the Inspection Plan page to open in a Datasheet dialog.
14All Inspection Plans will be updated as follows:
  • The Risk Category field will be set to the most conservative Risk Category of all active RBI Analyses linked to the parent RBI Asset.
  • The Driving Component field will be set to the RBI Component with the RBI Analysis with the most conservative risk.
  • The RBI Date field will be set to the most conservative Date Criticality Calculated of all active RBI Analyses linked to the parent RBI Asset.
  • The Plan Date field will be set to the most conservative Date Criticality Calculated plus 10 years of all active RBI Analyses linked to the parent RBI Asset.
This step will be completed automatically when you upgrade the components in the basic APM system architecture.
15Update the Piping Stress content and calculate Allowable Stress for RBI Criticality Analyses in the Created state with Design Code B31.3 and Code Year 2014.This step is required only if you want to use the updated Piping Stress content for Design Code B31.3 and Code Year 2014 to calculate Allowable Stress.

For more information, refer to KBA 000068370.

Update Query Parameter Type

After the database upgrade for APM, if the entity key fields are used as a parameter, you must modify the catalog query parameters to use the correct type by performing the following steps.

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 keys.
    For example, (? :n) should be updated as (? :k).
  6. Select Save.
    The modified query is saved.

Revert the Risk Based Inspection Queries to Baseline

This action is required only if you have modified the Risk Based Inspection queries.

About This Task

If you have modified the Risk Based Inspection query, 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 Risk Based Inspection 580, the public queries are stored in the following folder:
    Public/Meridium/Modules/Risk Based Inspection/Queries
  3. Select the check box next to the query that you want to revert, and then select .
    The Confirm Delete window appears, asking 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 Risk Based Inspection 580, the baseline queries are stored in the following folder:
    Baseline/Meridium/Modules/Risk Based Inspection/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.

Add FMLY_KEY column to Query

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 Design tab.
    The Design workspace appears, where you can modify the query.
  5. Scroll through the Field list to get to the end.
  6. Add a new column with the following options:

    Alias: FMLY_KEY

    Table: rbianalyses

    Sort: None

    Sort Index: 0

    Include: Checked

    Display: Unchecked

    Hyperlink: (Don’t modify)

    Criteria: (Don’t modify)

    Or: (Don’t modify)

  7. Select Save.
    The modified query is saved.

Add RBI Component Types

Procedure

  1. Log in to APM as an administrator.
  2. Go to Admin > Configuration Manager > System Codes and Tables.
  3. Search for MI RBI COMPONENT TYPES.
  4. In the System Code section, select .
    The Create System Code window appears.
  5. Add the RBI Component Types to the system code table.
  6. Select Save.
  7. Log out of APM and log in.
  8. To add existing RBI Component Types to the MI RBI COMPONENT TYPES system code table, perform the following steps:
    1. Select , and enter EquipmentTypes.
      A blank EquipmentTypes datasheet appears.
    2. In the CriticalityItemType box, select the existing RBI Component Type that you have added.
    3. Enter values in the required boxes, and then select to save the record.

Revert Datasheets to Baseline

About This Task

If you have customized the default datasheet, then you must perform the following steps.
Note: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in APM to run the Revert to Baseline utility.

Procedure

  1. Log in to the APM Server.
  2. Navigate to the \Meridium\Upgrade\DBUpgrade folder.
  3. Run the RevertToBaselineApp.exe file as an administrator.
    The Revert To Baseline Login Screen window appears.

  4. In the Meridium Data Source box, enter the data source name that you want to access.
  5. Enter your login credentials, and then select Next.
    The available families that can be reverted to baseline appear.
  6. Select Design tab.
    The available families that can be reverted to baseline appear.
  7. Select the family and then select Revert to Baseline.
    The Various Options For Revert window appears.

  8. Select Datasheets.
  9. Select the default datasheet from the drop-down list box, and then select Ok.

Configure Risk Based Inspection ActiveMQ settings for MIExecution Service

The MIExecution Service,on each APM Server serves RBI, Inspection and Thickness Monitoring module queues. This service is configured to use a single shared ActiveMQ queue service across APM. Available queue configuration options include retries and concurrency limit.

Procedure

  1. On the APM Server, access the folder that contains the MIExecution Service files.
    Note: If you have installed APM in the default location, you can locate the folder in C:\Program Files\Meridium\ApplicationServer\mi-execution
  2. Access the appsettings.json file in an application that can be used to modify JSON files (for example, Notepad++).
  3. In the file, locate the following text:
    "Queue_Config": {
    	    "Queues": [
    	      {
    	        "Name": "MI_RBI_Queue", 
    	        "ConcurrencyLimit": 100,
    	        "Retries": 5,
                   "LimitPerTenantRequired": true 
    	      }
    	    ]
              }
    Note: ConcurrencyLimit indicates the maximum number of messages that will be consumed concurrently. Retries indicates the number of times it retries to send the messages to ActiveMQ if it fails. LimitPerTenantRequired indicates whether Maximum Concurrency limit per Tenant is specified in scheduler service for the queue.
  4. Update the key values as desired.
  5. Save and close the file.
    The updated settings will be applied when the MIExecution Service is stopped and restarted.

Revert the Compliance Management Query to Baseline

This action is required only if you want to use the RBI Inspection Grouping functionality.

About This Task

If you have modified the Recommended Actions by Selected Plans query, perform the following steps to revert the query to baseline:

Procedure

  1. Access the Catalog page.
  2. Navigate to the following Public folder:
    Public/Meridium/Modules/Inspection/Compliance/Queries/
  3. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Confirm Delete window appears, asking you to confirm if you want to delete the selected query.
  4. Select OK.
    The selected query is deleted.
  5. Navigate to the following Baseline folder.
    Baseline/Meridium/Modules/Inspection/Compliance/Queries/
  6. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Catalog Folder Browser window appears.
  7. Navigate to the Public folder containing the query that you deleted in step 3.
  8. Select OK.
    A success message appears indicating that the selected item has been copied successfully.

Add Completion Comments Field to RBI Recommendation Datasheet

Procedure

  1. In the Applications menu, navigate to ADMIN > Configuration Manager > Family Management.
    The Family Management page appears, displaying the list of already existing families.
  2. In the left pane, in the Entity section, select the RBI Recommendation entity.
    The workspace for the RBI Recommendation entity appears.
  3. In the workspace, select the Datasheets tabs.
  4. Select Manage Datasheets.
    The Datasheet Builder page appears.
  5. On the Datasheet Caption drop-down menu, select the RBI Recommendation datasheet.
    The datasheet appears in the Datasheet Builder workspace.
    Note: If you have a custom datasheet, select the custom datasheet.
  6. In the Available Items pane, select the Completion Comments field and drag it into the Datasheet Builder workspace.
    The field is added to that datasheet.
  7. Select Save.
    The datasheet is saved.

Verify Specified Tmin Mapping Availability

Before You Begin

Before you add the Specified Tmin mapping to APM, you must verify if the mapping is already added.

Procedure

  1. Using the global search, search for RBI-CNAFC SHARED-MI_MRBIANAL, and then select the data mapping query.
  2. In the Record Explorer, select All Possible Families.
  3. Select Data Mapping Column-Field Pair.
  4. In the Source Query box, verify the value. It must be Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries\RBI-CNAFC Query MI_CCRBICOM.
  5. In the Datasheet ID box, select Mapping Query Details.

  6. Select the Detail tab.
  7. Verify if the Specified Tmin mapping is available in the list.

  8. If the Specified Tmin mapping query is not available, Add Specified Tmin Mapping manually.

Add Specified Tmin Mapping

Procedure

  1. In the Applications menu, navigate to the TOOLS section, and then select Catalog.
  2. Navigate to Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries.

  3. Select the RBI-CNAFC Query MI_CCRBICOM data mapping query.

    The Enter Parameter Values dialog box appears.



  4. Select Cancel.
  5. Select Design tab.
  6. In the Field row of the table, verify if Specified Tmin is available.

  7. If Specified Tmin is available in the table, proceed to step 10.
  8. If Specified Tmin is not available, select Specified Tmin from the Fields pane.

    Specified Tmin is added to the table.

  9. Select .
  10. Using the global search, search for RBI-CNAFC SHARED-MI_MRBIANAL, and then select the data mapping query.
  11. In the Record Explorer, select Data Mapping Column-Field Pair.
  12. In the Source Query box, verify the value. It must be Public\Meridium\Modules\Risk Based Inspection\Queries\Mapping Queries\RBI-CNAFC Query MI_CCRBICOM.

  13. In the workspace, select , and then select Add New Record.

  14. Select Specified Tmin in both Source and Target fields.

  15. Select Save.

    The Specified Tmin mapping is added.

  16. Repeat steps 10 through 15 for the following data mapping queries:
    • RBI-CNAFC MI_CCRBICEB-MI_MRBIANAL by Component

    • RBI-CNAFC MI_CCRBICTB-MI_MRBIANAL by Component

    • RBI-CNAFC SHARED-MI_RBIPIPEANLY

Revert the Process Units Overview Queries to Baseline

This action is required only if you have modified the Process Units Overview queries.

About This Task

Due to changes in the Asset Hierarchy filter, the existing Process Unit query and the Asset Counts for Units sub-query requires updates. If you have modified these queries, perform the following steps to revert the queries to baseline.

Procedure

  1. Access the Query page.
  2. Select Browse.

    The Select a query from the catalog window appears.

  3. Navigate to the Baseline/Meridium/Modules/Risk Based Inspection/Queries/ folder.
  4. Select the link for the Asset Counts for Units baseline query.
    The Results workspace appears.
  5. Select the SQL tab.
  6. Copy the code from the SQL workspace.
  7. From the Catalog, navigate to the Public/Meridium/Modules/Risk Based Inspection/Queries/ folder.
  8. Select the link for the Asset Counts for Units query.
    The Results workspace appears.
  9. Select the SQL tab.
  10. Replace the code in the SQL workspace with the code that you have copied.
  11. Repeat Steps 3-10 for the Process Unit Query.

Revert the Finalize Risk Queries to Baseline

This step is required only if you have modified the queries that are used for the Finalize Risk button in the Assets section of the Risk Based Inspection Overview page and the Unit Summary page.

About This Task

To include PRD analyses when performing a bulk Finalize Risk operation, the Finalize Risk queries require updates. If you have modified these queries, perform the following steps to revert the queries to baseline.

Procedure

  1. Access the Query page.
  2. Select Browse.

    The Select a query from the catalog window appears.

  3. Navigate to the Baseline/Meridium/Modules/Risk Based Inspection/Queries/ folder.
  4. Select the link for the Review Analyses by Asset 580 baseline query.
    The Results workspace appears.
  5. Select the SQL tab.
  6. Copy the code from the SQL workspace.
  7. From the Catalog, navigate to the Public/Meridium/Modules/Risk Based Inspection/Queries/ folder.
  8. Select the link for the Review Analyses by Asset 580 query.
    The Results workspace appears.
  9. Select the SQL tab.
  10. Replace the code in the SQL workspace with the code that you have copied.
  11. Repeat Steps 3-10 for the Review Analyses by Corrosion Loop 580 query.