Deployment

Deploy Compliance Management

The checklists in this section of the documentation contain all the steps necessary for deploying and configuring this module whether you are deploying the module for the first time or upgrading from a previous version.

Important: You must have an active license in Compliance Management, Inspection Management, and Policy Designer to use this module.

Deploy Compliance Management for the First Time

Before You Begin

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. GE Digital recommends, however, that the tasks be completed in the order in which they are listed.

If you are deploying this module in APM Now, before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in APM Now. Unless noted, all deployment tasks in the following table are applicable for the deployment of this module in APM Now.

Results

Step	Task	Notes
1	Review the Compliance Management data model to determine which relationship definitions you will need to modify to include your custom equipment and location 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 users to the MI Inspection Security Group to provide privileges to the Compliance Management families.	This step is required.
3	Assign Security Users to one or more of the Security Roles used in Compliance Management.	This step is required. Security Users will need permissions to the Compliance Management families before they can use the Compliance Management features.
4	Create Inspection Strategy records using Record Manager.	This step is required. You should create Compliance Strategy records that adhere to the compliance standards of a regulatory body that requires inspections.
5	Design a policy to use for a Compliance Strategy Template.	This step is required. You can create this policy using the Policy Designer.
6	Create a query that will return the assets that you want to link to the Compliance Strategy Template.	This step is optional. You can also add assets to the Compliance Strategy Template by individual asset.
7	Create a Compliance Strategy Template using the administrative features of Compliance Management.	This step is required.
8	Link assets to the Compliance Strategy Template.	This step is required.
9	Map the Policy to the Compliance Strategy Template that you created.	This step is required.

Upgrade or Update Compliance Management to V4.5.0.0.0

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to V4.5.0.0.0. These instructions assume that you have completed the steps for upgrading the basic GE Digital 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 to the latest version of GE Digital APM, following updates are automatically available:

The MI Compliance Approver security role caption will be updated to MI Inspection Plan Approver.
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.
Compliance Recommendation Revision family will be renamed to Recommendation Revision. The datasheet for this family will be renamed to Recommendation Revision.
The query Compliance Recommendation by Plan for Compliance will be renamed to Recommendation by Plan.
The relationship family caption Has Compliance Recommendation will be updated to Inspection Plan Has Recommendation.

Procedure

Upgrade from any version V4.4.0.0.0 through V4.4.0.0.4

Step	Task	Notes
1	Revert the following Compliance Management query to baseline:Public/Meridium/Modules/Inspection/Compliance/Queries/Recommended Actions by Selected Plans	This step is required if you want to use the RBI Inspection Grouping functionality.
2	Revert the following Inspection Management queries to baseline: Public/Meridium/Modules/Inspection/Compliance/Queries/Active Recommendations of Plan for Unit Public/Meridium/Modules/Inspection/Compliance/Queries/All Inspection Plans for Unit Public/Meridium/Modules/Inspection/Compliance/Queries/Assets with Inspection Plans	This step is required only if you have modified the following queries: Active Recommendations of Plan for Unit All Inspection Plans for Unit Assets with Inspection Plans

Upgrade from any version V4.3.0.0.0 through V4.3.1.0.6.

Step

Task

Notes

Execute the Revert to Baseline utility to update State Machine for Compliance Recommendation.

Following new states and operations have been added:

State ID	Caption
MI_ACCEPTED	Approved

Operation ID	Caption	Predecessor	Successor
MI_PROMOTE	Approve	Proposed	Approved
MI_IMPLEMENT	Implement	Approved	Implemented
MI_UNIMPLEMENT	Unimplement	Implemented	Approved

This step is required only if:

You have previously used Compliance Management and have created Compliance Recommendation records, or
You have previously modified the state management for the Compliance Recommendation family.

Execute the database script to update the state for all Compliance Recommendations related to an Inspection Plan to the Approved state.

To complete this step, follow the instructions in Article 000034385: Compliance Management - How to Configure State Management After Upgrade .

To facilitate workflows in Compliance Management in the latest version of GE Digital APM, several queries have been modified. If you have made any modifications to these queries, you may need to review the respective query in the Baseline folder to determine if any change to the Public query is required.

Alternatively, you may also execute the Revert to Baseline utility to acquire the changes to queries in the latest version of GE Digital APM.

This step is required if you have modified any of the following queries:

Public\Meridium\Modules\Inspection\Compliance\Queries
- Compliance Recommendations by Plan
- Compliance Recommendations to Supersede
- Compliance Superseded Recommendation Counts
- Compliance Superseded Recommendations
- Assets with Inspection Plans
- Compliance Recommendation Revisions for Inspection Plan
- Inspection Tasks Available to Implement
Public\Meridium\Modules\Asset Strategy\Queries
- Inspection Task Link Existing Query

Update the datasheet for the Compliance Strategy Template family and replace the Policy field to Policy Name field.

If you have customized the default datasheet for the Compliance Strategy Template family, then you must do one of the following:

Using Family Management, edit the default datasheet for Compliance Strategy Template family. Next,replace the Policy field to Policy Name field in the datasheet.
Run Revert to Baseline for each family

Update the datasheet for the Compliance Recommendation family and add the Chamber and Certification fields.

If you have customized the default datasheet for the Compliance Recommendation family, and you want to view Certification and Chamber-related data, then do one of the following:

Using Family Management, edit the default datasheet for Compliance Recommendation family. Next, add the Certification and Chamber fields in the datasheet.
Run Revert to Baseline for each family

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

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

Compliance Strategy Template Datasheet - Revert to Baseline

About This Task

The default datasheet for Compliance Strategy Template family has been updated. The field Policy Name is included and the deprecated field Policy Key is removed from the datasheet.

Family	Family ID	Datasheet Updated (Default)
Compliance Strategy Template	MI_COMP_STRAT_TEMP	Compliance Strategy Template

If you have customized the default datasheet for Compliance Strategy Template family, then you must do one of the following:

Using Family Management, edit the default datasheet for the Compliance Strategy Template family. Replace the Policy field to Policy Name field in the datasheet.
Run Revert to Baseline for each family.

Important: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in GE Digital APM to run the Revert to Baseline utility.

Procedure

Log in to the server where GE Digital APM is installed.
Navigate to <Installation Directory>\Meridium\Upgrade\DBUpgrade.
Run the RevertToBaselineApp.exe file as administrator.
The Revert To Baseline Login window appears.
In the Meridium Data Source box, enter the data source name that you want to access.
Enter your login credentials, and then select Next.
The available families that can be reverted to baseline appear.
Select the Compliance Strategy Template family, and then select Revert to Baseline.
The Various Options For Revert window appears.
Select Datasheets.
Select the Default Datasheet from the drop-down list, and then select Ok.

Compliance Recommendation - Revert to Baseline

About This Task

The default datasheet for Compliance Recommendation family has been updated and it includes the Certification and the Chamber fields.

Family	Family ID	Datasheet Updated (Default)
Compliance Recommendation	MI_COMP_RECOMM	Compliance Recommendation

If you have customized the default datasheet for the Compliance Recommendation family, and want to view Certification and Chamber-related data, then you must do one of the following:

Using Family Management, edit the default datasheet for the Compliance Recommendation family. Next, add the Certification, Chamber, and Applicable Regulation fields in the datasheet.
Run Revert to Baseline for each family.

Important: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in GE Digital APM to run the Revert to Baseline utility.

Procedure

Log in to the server where GE Digital APM is installed.
Navigate to <Installation Directory>\Meridium\Upgrade\DBUpgrade.
Run the RevertToBaselineApp.exe file as administrator.
The Revert To Baseline Login window appears.
In the Meridium Data Source box, enter the data source name that you want to access.
Enter your login credentials, and then select Next.
The available families that can be reverted to baseline appear.
Select the Compliance Recommendation family, and then select Revert to Baseline.
The Various Options For Revert window appears.
Select Datasheets.
Select the Default Datasheet from the drop-down list, and then select Ok.

Compliance Management Security Groups and Roles

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role. Also, be aware that additional Roles, as well as Security Groups assigned to existing Roles, can be added via Security Manager.

Security Groups

The following families adhere to the security groups listed in the table below:

Asset Has Compliance Template
Asset Has Inspection Plan
Compliance Recommendation
Recommendation Revision
Compliance Policy Mapping
Compliance Strategy
Compliance Strategy Template
Compliance Template Has Mapping
Inspection Plan Has Recommendations
Has Inspection Plan Revision
Implements Compliance Recommendation
Inspection Plan
Inspection Plan Revision
Suggested Compliance Templates

Security Group	Permissions
MI Inspection	View Insert Update Delete
MI Inspection Viewer	View
MI RBI Administrator	View
MI RBI Analyst	View
MI RBI Viewer	View
MI Thickness Monitoring Administrator	View
MI Thickness Monitoring Inspector	View
MI Thickness Monitoring User	View
MI Thickness Monitoring Viewer	View

Security Roles

Compliance Management security roles can perform the following tasks:

Task	Description
Approve	Change the state of an Inspection Plan to Approved.
Apply Templates	Apply suggested Compliance Strategy Templates to assets in the Assets without Templates section of the Compliance Management Overview page.
Create	Create an Inspection Plan or Compliance Strategy Template.
Modify	Modify Inspection Plans and Compliance Recommendations by changing States, deleting Compliance Recommendations, and implementing Compliance Recommendations as Inspection Tasks.
Suggest Templates	Suggest Compliance Strategy Templates to be linked to assets in the Assets without Templates section of the Compliance Management Overview page.
View	Access a Compliance Recommendation, Inspection Plan, or Compliance Strategy Template.

The following security roles are available in Compliance Management:

Security Role	Inspection Plan Privileges	Compliance Strategy Template Privileges	Assigned Security Group
MI Compliance Administrator	View	Apply Templates Create Modify Suggest Templates
MI Compliance Analyst	Create Modify	Apply Templates Suggest Templates View
MI Inspection Plan Approver	Create Modify Approve	Apply Templates Suggest Templates View	MI ASM Analyst