Deployment

Deploy 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

StepTaskNotes
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 RCA to V4.3.0.7.0

Before You Begin

The following tables outline the steps that you must complete to upgrade this module to V4.3.0.7.0. 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 V4.3.0.6.6

    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 upgraded to V4.3.0.7.0 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 V4.3.0.7.0 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.

RCA 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.
Security GroupRoles
MI PROACT AdministratorMI 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.

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