Deployment

Deploy Root Cause Analysis (RCA) 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. We recommend, 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 RCA 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 required.	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 RCA Security Groups and Roles.	This step is required. Users will not be able to access Root Cause Analysis unless they belong to an RCA Security Group.
3	Specify the Team Charter after you create a new Root Cause Analysis record.	This step is optional. A default Team Charter exists in the baseline GE Digital APM database. You can select the default Team Charter or define your own.
4	Specify the Critical Success Factors after you create a new Root Cause Analysis record.	This step is optional. Default Critical Success Factors exist in the baseline GE Digital APM database. You can select one or more default Critical Success Factors or define your own.

Upgrade or Update Root Cause Analysis (RCA) to V4.3.0.6.0

Before you begin

The following tables outline the steps that you must complete to upgrade this module to V4.3.0.6.0. 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.

Procedure

Upgrade from any version V4.3.0.0.0 through V4.3.0.5.2

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V4.2.0.0 through V4.2.0.9.2
This module will be upgraded to V4.3.0.6.0 automatically when you upgrade the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V4.1.0.0 through V4.1.7.4.0

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V4.0.0.0 through V4.0.1.0

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.6.1.0.0 through V3.6.1.7.1

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.6.0.0.0 through V3.6.0.12.8

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.5.1 through V3.5.1.12.3

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.5.0 SP1 LP through V3.5.0.1.10.1

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.5.0 through V3.5.0.0.7.1

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.
Upgrade from any version V3.4.5 through V3.4.5.0.1.4

This module will be updated to V4.3.0.6.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.

Root Cause Analysis 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 Group	Roles
MI PROACT Administrator	MI FE Admin
MI PROACT Team Member	MI FE Admin MI FE PowerUser MI FE User
MI PROACT Viewer	MI FE Admin MI FE PowerUser MI FE User MI APM Viewer

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Family	MI PROACT Administrator	MI PROACT Team Member	MI PROACT Viewer
Entity Families
Equipment	View	View	View
Functional Location	View	View	View
Human Resource	View, Update, Insert	View, Update, Insert	View
Notification	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Analysis	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Build List Item	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Critical Success Factor	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Event	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Failure Mode	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Hypothesis	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Image	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Logic Gate	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Preserve Item	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Recommendation	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Sequence Node	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Team Member	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Tracking Item	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Verification	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Reference Document	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Security User	View	View	View
Relationship Families
Has Consolidated Recommendations	View	View	View
Has Recommendations	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Reference Documents	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Is a User	View, Update, Insert	View, Update, Insert	View
Group Assignment	View, Update, Insert	View, Update, Insert	View
Production Event Has RCA Analysis	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Analysis Has Asset	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Analysis Relationships	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA System Relationships	View, Update, Insert, Delete	View, Update, Insert, Delete	View
RCA Tracking Item Relationships	View, Update, Insert, Delete	View, Update, Insert, Delete	View
User Assignment	View, Update, Insert	View, Update, Insert	View
Equipment Has Equipment	View	View	View
Functional Location Has Equipment	View	View	View
Functional Location Has Functional Location(s)	View	View	View