Deployment

Deploy RBI 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

StepTaskNotes
1Review the RBI data model to determine which relationship definitions you will need to modify to include your custom equipment and location families. Modify any relationship definitions as needed via Configuration Manager. 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 Security Roles used in RBI.

This step is required.

3

On the GE Digital APM Server, using Configuration Manager, import the following files

  • 101_MI_STMPCNFG.xml
  • 102_MI_STRMAPP.xml

These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4300000 archive.

This step is required only if you are deploying Risk Based Inspection on an existing GE Digital APM database. These data mapping records are used in RBI 581 and Risk Based Inspection. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

4

Assign the following types of RBI users to at least one TM Security Group:

  • Users who are responsible for completing the steps necessary to use TM Analysis values to calculate RBI 580 corrosion rates.
  • Users who should be able to navigate to TM via RBI 580.
This step is required only if you are using the integration between the RBI and Thickness Monitoring modules.
5 Modify the MI_DEGRADATION_MECHANISM_TYPES System Code Table. This step is required only if you want to create your own Potential Degradation Mechanisms records.
6 Select the Recommendation Creation Enabled check box in the Global Preferences workspace.

This step is required only if you do not want to create Recommendations in RBI, but want to use the Asset Strategy Management (ASM) module to recommend actions and manage mitigated risk. This check box is selected by default.

7 Select the Enable Recommendations to be Generated at Created State check box in the Global Preferences workspace. This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
8 Select the Allow Override of Calculated Unmitigated Risk Values check box in the Global Preferences workspace. This step is required only if you want to override the calculated values of unmitigated risk because you use a custom calculator. This check box is cleared by default.
9 Select the Consider Half-Life when Determining Inspection Task Interval check box in the Global Preferences workspace.

This step is required only if you want additional values such as half-life to determine the inspection task interval. This check box is cleared by default.

10 Select the Is a Unit? check box in Functional Location records that represent units in your facility.

This step is required to mark Functional Location records as Process Units.

11 Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the Is a Unit? check box is selected).This step is optional.
12 Configure the GE Digital APM system to generate RBI Recommendation records automatically.This step is optional.
13 Create Potential Degradation Mechanisms records. This step is required only if you want to use additional Potential Degradation Mechanisms records that are not provided in the baseline GE Digital APM database.
14 Assign a ranking to all Qualitative Potential Degradation Mechanisms records. This step is required only if you want the Probability Category field in certain Criticality Degradation Mech Evaluation records to be populated automatically based on this ranking.

Upgrade or Update RBI 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:

  • 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.

Procedure

  • Upgrade from any version V4.4.0.0.0 through V4.4.0.0.4
    StepTaskNotes
    1
    Revert the following Risk Based Inspection queries to baseline:
    • Public/Meridium/Modules/RBI/Queries/Active Analyses for Evergreening - 580
    • Public/Meridium/Modules/RBI/Queries/Analyses Created for Evergreening - 580
    • Public/Meridium/Modules/RBI/Queries/Select RBI Components
    This step is required if you have modified any of the following queries:
    • Active Analyses for Evergreening – 580
    • Analyses Created for Evergreening - 580
    Note: If you have not modified any of the above mentioned queries, you do not have to complete this step for the specified query.
    2Revert 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.
    3Update the Column Field Pair mapping for Representative Fluid on Exchange Bundles by following the steps mentioned in Article 000036268.This step is required.
    4
    Execute the Revert to Baseline utility to update the following Datasheets:
    FamilyDatasheet
    RBI PRD Criticality AnalysisPRD Analysis
    Criticality Over Pressure Deg. Mech. Eval.Over Pressure Deg. Mech. Eval.
    Criticality Leak Deg. Mech. Eval.Leak Deg. Mech. Eval.

    or

    Using configuration manager you can import the datasheet files provided in Article 000036473.

    This step is required only if you have modified the following datasheets:

    • PRD Analysis
    • Over Pressure Deg. Mech. Eval.
    • Leak Deg. Mech. Eval.
    5
    Add the Susceptible To CUI field to the following datasheets:
    Datasheet NameFamily Caption
    RBI AnalysisRBI Criticality Analysis
    RBI Comp - Cylindrical ShellCriticality RBI Component - Cylindrical Shell
    RBI Comp - Exchanger HeaderCriticality RBI Component - Exchanger Header
    RBI Comp - PipingCriticality RBI Component - Piping
    RBI Comp - Tank BottomCriticality RBI Component - Tank Bottom

    Alternatively, you can revert the datasheets to baseline.

    This step is required if you want to use the RBI Inspection Grouping functionality and do not find the Susceptible To CUI field in the datasheets.

  • Upgrade from any version V4.3.0.0.0 through V4.3.1.0.6.
    StepTaskNotes
    1Add the Completion Comments field to the RBI Recommendation datasheet.This step is required only if you have customized the RBI Recommendation datasheet.
    2Add the following state and operations to RBI Recommendation State Management:
    Table 1. State
    State IDState Caption
    MI_NOTREQUIREDNot Required
    Table 2. Operations
    Operation IDOperation CaptionPredecessor StateSuccessor State
    MI_NRQARCHIVEDArchiveNot RequiredArchived
    MI_MARKNOTREQUIREDMark Not RequiredProposedNot Required

    For information on adding State and Operation to a family, refer to the Family Management documentation.

    This step is required because the State Machine for RBI Recommendation is not updated automatically if the RBI Recommendation family has records.
    3A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    4Revert the following Process Units overview queries to baseline:
    • Public/Meridium/Modules/Risk Based Inspection/Queries/Asset Counts for Units
    • Public/Meridium/Modules/Risk Based Inspection/Queries/Process Unit Query
    This step is required only if you have modified the following queries that are used for the Process Units tab in the Risk Based Inspection Overview page:
    • Asset Counts for Units
    • Process Unit Query
    5Revert the following Finalize Risk queries to baseline:
    • Public/Meridium/Modules/Risk Based Inspection/Queries/Review Analyses by Asset 580
    • Public/Meridium/Modules/Risk Based Inspection/Queries/Review Analyses by Corrosion Loop 580
    This step is required only if you use PRD RBI 580 Analysis and would like to use the Bulk State transition to include this analysis.
    6On the GE Digital APM Server, using Configuration Manager, import the following files:
    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, follow the instructions in Article 000029119.
  • Upgrade from any version V4.2.0.0 through V4.2.0.9.4
    StepTaskNotes
    1

    Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows:

    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture.
    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.

    This step is required only if you have not completed it while upgrading RBI 581.

    2

    On the GE Digital APM Server, using Configuration Manager, import the following files:

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    3

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    4A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
  • Upgrade from any version V4.1.0.0 through V4.1.7.4.0
    StepTaskNotes
    1

    Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows:

    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture.
    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.

    This step is required only if you have not completed it while upgrading RBI 581.

    2

    On the GE Digital APM Server, using Configuration Manager, import the following files:

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    3

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    4A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
  • Upgrade from any version V3.6.1.0.0 through V3.6.1.7.5
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows:

    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture.
    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.

    This step is required only if you have not completed it while upgrading RBI 581.

    3

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    4

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    5A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    6

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.
  • Upgrade from any version V3.6.0.0.0 through V3.6.0.12.9
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Modify the Data Mapping Query record RBI-CNAFC MI_CCRBICTB-MI_CRCOEVAL by Component as follows:

    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Mixture, ensure the Target Field(s) field is also set to Toxic Mixture.
    • In the related Data Mapping Column-Field Pair record where the Source Query Field is set to Toxic Model, ensure the Target Field(s) field is set to Toxic Fluid.

    This step is required only if you have not completed it while upgrading RBI 581.

    3

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    4

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    5A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    6

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.
  • Upgrade from any version V3.5.1 through V3.5.1.12.3
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so:

    1. Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks
    2. Import the file MI_INSP_STRAT.xml from the aforementioned location.
    This step is required. This will replace the Inspection Strategy records with new ones.
    3

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    4

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    5A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    6

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.
  • Upgrade from any version V3.5.0 SP1 LP through V3.5.0.1.10.1
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so:

    1. Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks
    2. Import the file MI_INSP_STRAT.xml from the aforementioned location.
    This step is required. This will replace the Inspection Strategy records with new ones.
    3In Functional Location records that represent units in your facility, select the Is a Unit? check box. This step is required.
    4Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).This step is optional.
    5Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace. This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
    6

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    7

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    8A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    9

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.
  • Upgrade from any version V3.5.0 through V3.5.0.0.7.1
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so:

    1. Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks
    2. Import the file MI_INSP_STRAT.xml from the aforementioned location.
    This step is required. This will replace the Inspection Strategy records with new ones.
    3In Functional Location records that represent units in your facility, select the Is a Unit? check box. This step is required.
    4Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).This step is optional.
    5Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace. This check box is cleared by default. This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state.
    6

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    7

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    8A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    9

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.
  • Upgrade from any version V3.4.5 through V3.4.5.0.1.4
    StepTaskNotes
    1

    Using Configuration Manager, import the following policies :

    • Appendix G
    • Appendix H
    • Appendix I
    This step is required only if you use Policy records to generate RBI Recommendations. This will fix the issues specified in Article 000027640.
    2

    Import the Inspection Strategy records that GE Digital APM modified in order to fix issues in existing Inspection Strategy records. To do so:

    1. Using the Import/Export Metadata window, navigate to the following location on the GE Digital APM Server machine: C:\Meridium\DbUpg\MI_DB_Master_4030000\4030000\20_IEU\50_Other\2_RecordsLinks
    2. Import the file MI_INSP_STRAT.xml from the aforementioned location.
    This step is required. This will replace the Inspection Strategy records with new ones.
    3In Functional Location records that represent units in your facility, select the Is a Unit? check box. This step is required.
    4Using the Belongs to a Unit relationship, link Equipment records to Functional Location records representing units to which that equipment belongs (i.e., the field Is a Unit? contains the value True).This step is optional.
    5Select the Enable Recommendations to be Generated at Created State check box in the RBI Global Preferences workspace. This step is required only if you want to create RBI Recommendation records while RBI Analysis records are in the Created state. This check box is cleared by default.
    6

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 09_MI_RRSKMAP.xml
    • 10_MI_RRSKMDT.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities.

    7

    On the GE Digital APM Server, using Configuration Manager, import the following files

    • 101_MI_STMPCNFG.xml
    • 102_MI_STRMAPP.xml

    These files are located in the following folder: C:\Meridium\DbUpg\MI_DB_MASTER_4030000\4030000\20_IEU\50_Other\2_RecordsLinks. You must extract the 4030000 archive from the MI_DB_MASTER_4030000 archive.

    This step is required. This will overwrite the existing Strategy Mapping Composite Entities. If you have customized your Strategy Mapping Content, you should instead follow the instructions in Article 000029119.

    8A new Data Mapping Column-Field Pair record has been created to map the Specified Tmin field value from an RBI Component to the associated RBI Criticality Analysis and RBI Pipeline Analysis. The new record may not be available in the current version because of content protection. Verify if the mapping is available. If the mapping is not available, add the mapping manually.This step is required only for RBI Criticality Analysis and RBI Pipeline Analysis.
    9

    On the GE Digital APM Server, using Meridium Rules Editor, modify the MI_Has_Recommendations.vb file to remove any RBI rules to manage the RBI Recommendation state process.

    Follow the instructions in Article 000032485 to remove any customization. This step is required only if you have customized the rules to manage the RBI Recommendation state process.

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.

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 following Risk Based Inspection queries, perform the following steps to revert the queries to baseline:
  • Active Analyses for Evergreening - 580
  • Analyses Created for Evergreening - 580
  • Select RBI Components

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.

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 module navigation menu, select 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 GE Digital 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 module navigation menu, select Tools, 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 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 GE Digital APM to run the Revert to Baseline utility.

Procedure

  1. Log in to the GE Digital 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.