Asset Health Manager Deployment

Deploy AHM for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

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.

Before you begin completing these tasks, review the system requirements for this module to identify the supported features for this module in APM.


Step	Task	Notes
1	Assign Security Users to one or more of the Asset Health Manager Security Roles.	This step is required.
2	Determine the equipment or location whose overall health you want to evaluate, and make sure that an asset record exists in the database for this equipment or location and is included in the Asset Hierarchy configuration.	This step is required.
3	Configure Health Indicator Mapping records for each family that you want to use as a health indicator source, for which a baseline Health Indicator Mapping record does not already exist.	This step is required. Baseline Health Indicator Mapping records exist for the following health indicator source families: Measurement Location KPI Health Indicator
4	Link each asset record to the record(s) that you want to use as a health indicator source records.	This step is required.
5	For any specific records in a health indicator source family for which you do not want health indicators to be created, exclude these records from the automatic health indicator creation.	This step is optional.
6	Review the baseline event mappings and modify or create new mappings as necessary to customize the information that is displayed in the Events section in Asset Health Manager.	This step is optional. Refer to the Asset Health Manager end user help for more information about events.

AHM Security Groups

The following table lists the baseline Security Groups available for users within this module, the baseline Roles to which those Security Groups are assigned, and the OT Connect groups that are assigned to the Health Roles to support the Health and OT Connect integration. In Cloud APM, Roles are assigned to Security Users through permission sets.

Note: For more information on the privileges related to OT Connect families and the workflows that Health users must have access to, refer to the OT Connect documentation.

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.


Security Group	Roles
MI AHI Administrator	MI Health Admin MI Strategy Admin MI Strategy Power
MI AHI User	MI Health Power MI Health User MI Strategy Admin MI Strategy Power MI Strategy User
MI AHI Viewer	None
MI OT Connect Administrator MI OT Connect User	MI Health Admin
MI OT Connect Viewer MI Content Template Viewer	MI Health Power MI Health User

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


Family	MI AHI Administrator	MI AHI User	MI AHI Viewer
Entity Families
Checkpoint Task	View, Update, Insert	View, Update, Insert	View
Event Mapping	View, Update, Insert, Delete	View	View
Health Indicator	View, Update, Insert, Delete	View, Update	View
Health Indicator Mapping	View, Update, Insert, Delete	View	View
Health Indicator Value	View, Update, Insert, Delete	View	View
KPI	View	View	View
KPI Measurement	View	View	View
Measurement Location	View	View	View
Measurement Location Template	View	View	View
OPC Reading Note: This family is obsolete from the March 27, 2020 release.	View	View	View
OPC System Note: This family is obsolete from the March 27, 2020 release.	View	View	View
OPC Tag Note: This family is obsolete from the March 27, 2020 release.	View	View	View
Operator Rounds Allowable Values	View	View	View
Policy	View	View	View
Policy Event	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Policy Instance	View	View	View
Reading	View	View	View
Recommendation	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Timestamped Value	View, Update, Insert, Delete	View	View
Relationship Families
Has Checkpoint	View	View	View
Has Child Hierarchy Item (Deprecated)	View, Update, Insert, Delete	View	View
Has Consolidated Events	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Health Indicators	View, Update, Insert, Delete	View	View
Has OPC Reading Note: This family is obsolete from the March 27, 2020 release.	View	View	View
Has OPC Tag Note: This family is obsolete from the March 27, 2020 release.	View	View	View
Has Readings	View	View	View
Has Recommendations	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Timestamped Value	View, Update, Insert, Delete	View	View
Health Indicator Has Mapping	View, Update, Insert, Delete	View	View
Health Indicator Has Source	View, Update, Insert, Delete	View	View