Deploying and configuring the RCA module the first time includes completing multiple steps, which are outlined in the table in this topic. The steps in this section of the documentation provide all the information that you need to deploy and configure RCA on top of the .
Whether a step is required or optional is indicated in the Required/Optional cell. Steps are marked as Required if you must perform the step to take advantage of RCA functionality.
The person responsible for completing each task may vary within your organization. We recommend, however, that the steps be performed in relatively the same order in which they are listed in the table.
Step |
Task |
Required/Optional |
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 needed via the Configuration Manager application. |
Optional
|
This task is necessary 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 RCA Security Groups via the Configuration Manager application. |
Required |
Users will not be able to access RCA unless they belong to an RCA Security Group. |
3 |
Specify the Team Charter that will appear in the New Analysis Builder by default when you create a new RCA Analysis. |
Optional
|
A default Team Charter exists in the baseline Meridium APM database and will be used if you do not define one of your own. |
4 |
Specify the Critical Success Factors that will appear in the New Analysis Builder by default when you create a new RCA Analysis. |
Optional
|
Default Critical Success Factors exist in the baseline Meridium APM database and will be used if you do not define one of your own. |
5 |
Optional |
This task is necessary only if you do not want to use the baseline query, which is defined by default. |
|
6 |
Create a scheduled item to enable Tracking Evaluations. You can do so via the Meridium APM Framework application. |
Required
|
A scheduled item must be created via the Meridium APM Schedule Manager to run your Tracking Evaluation query on a regular basis. |
7 |
Specify whether Principal Analysts will be allowed to create RCA Analysis Templates. |
Optional
|
By default, only Super Users and members of the MI PROACT Administrator Security Group are allowed to create RCA Analysis Templates. You can, however, specify that you want to allow Principal Analysts to create RCA Analysis Templates. |
8 |
Modify queries that are configured by default to return Equipment and Functional Location records. |
Optional
|
This task is necessary only if you are using families other than the baseline Equipment and Functional Location families to store your equipment and location data. |