Deployment

Deploy Recommended Actions 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

StepTaskNotes
1Assign Security Users to one or more of the Recommended Actions Security Groups and Roles.This step is required.
2Review the Recommended Actions 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.

Upgrade or Update Recommended Actions to V4.3.0.7.0

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.

Procedure

  • Upgrade from any version V4.3.0.0.0 through V4.3.0.6.6

    This module will be updated to V4.3.0.7.0 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 V4.2.0.9.3

    This module will be updated to V4.3.0.7.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.

  • Upgrade from any version V4.1.0.0 through V4.1.7.4.0

    This module will be updated to V4.3.0.7.0 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 V4.3.0.7.0 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 V3.6.1.7.4

    This module will be updated to V4.3.0.7.0 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 V3.6.0.12.9

    This module will be updated to V4.3.0.7.0 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 V4.3.0.7.0 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 V4.3.0.7.0 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 V4.3.0.7.0 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 V4.3.0.7.0 automatically when you update the components in the basic GE Digital APM system architecture. No additional steps are required.

Recommended Actions Security Groups

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.
The baseline family-level privileges that exist for these Security Groups are summarized in the following table.
Security GroupRoles
MI Recommendation Management User

MI Foundation Admin

MI Foundation Power

MI Foundation User

FamilyMI Recommendation Management User
Entity Families

Action

View

Equipment

View

Hazards Analysis Consequence

View

Instrumented Function

View

Protective Instrument Loop

View

RCA Analysis

View

RCA Team Member

View

RCM FMEA Analysis

View

Recommendation

View, Update, Insert, Delete

SIS Proof Test

View

SIS Proof Test Template

View

Relationship Families

Has Asset Strategy

View, Update, Insert, Delete

Has Associated Recommendation

View, Update, Insert, Delete

Has Consolidated Recommendations

View, Update, Insert, Delete

Has Driving Recommendation

View, Update, Insert, Delete

Has Recommendations

View, Update, Insert, Delete

Has RCM FMEA Recommendation

View, Update, Insert, Delete

Has Strategy

View, Update, Insert, Delete

Has Superseded Recommendations

View, Update, Insert, Delete

Is RCM FMEA Asset

View, Update, Insert, Delete

Production Event Has RCA Analysis

View

RCA Analysis Relationships

View

FamilyMI Recommendation Management User
Entity Families

Action

View

Equipment

View

Hazards Analysis Consequence

View

Instrumented Function

View

Protective Instrument Loop

View

RCA Analysis

View

RCA Team Member

View

RCM FMEA Analysis

View

Recommendation

View, Update, Insert, Delete

SIS Proof Test

View

SIS Proof Test Template

View

Relationship Families

Has Asset Strategy

View, Update, Insert, Delete

Has Associated Recommendation

View, Update, Insert, Delete

Has Consolidated Recommendations

View, Update, Insert, Delete

Has Driving Recommendation

View, Update, Insert, Delete

Has Recommendations

View, Update, Insert, Delete

Has RCM FMEA Recommendation

View, Update, Insert, Delete

Has Strategy

View, Update, Insert, Delete

Has Superseded Recommendations

View, Update, Insert, Delete

Is RCM FMEA Asset

View, Update, Insert, Delete

Production Event Has RCA Analysis

View

RCA Analysis Relationships

View