Inspection Management Upgrade

Upgrade Inspection Management

The following tables outline the steps that you must complete to upgrade this module to the latest version. These instructions assume that you have completed the steps for upgrading the basic 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.


Step	Task	Notes
1	Revert the following query to baseline to view the inspections in the Integrity mobile app: Public\Meridium\Modules\Inspection\Overview Queries\Open Inspection Recommendations for Unit (State Management)	This step is required only if you have previously modified the queries.
2	Revert the following query to baseline to optimize the performance of the NR-13 report: Public\Meridium\Modules\Inspection\Report Queries\MI_TASKINSP	This step is required only if you have previously modified the query.
3	Revert the following query to baseline to optimize the performance of the All Tasks page in the Integrity Mobile app: Public\Meridium\Modules\Inspection\Overview Queries\All Tasks for Date Range	This step is required only if you have previously modified the query.
4	Revert the following query to baseline to view more information in the Manage Deferral page: Public\Meridium\Modules\Deferral\Queries\Deferrals for Asset	This step is required only if you have previously modified the query.

Remove Offline Option for Related Families of Checklist Inspection Template

About This Task

To load Inspections taken in the Checklist Inspection Template family into the Integrity Mobile app, the Offline option for the configured related families must be disabled.

Procedure

Log in to APM as an Inspection Administrator.
In the module navigation menu, select Admin > Application Settings > Inspection Management.
Select .
Select Event Configurations.
In the Checklist Inspection Template row, select the link in the Related Families column.
For the General Findings, Bundle Sub-Inspection, and Pressure Test Sub-Inspection families, clear the check box in the Offline column.
Select Done.
Select .

Revert Inspection Management Queries to Baseline

This action is required only if you have modified the Inspection Management queries.

About This Task

If you have modified the Inspection Management query, perform the steps to revert the query to baseline.

Procedure

Access the Catalog page.
Navigate to the Public folder for the query that you want to revert.
The queries are stored in specific sub-folders within the Public/Meridium/Modules/Inspection/ folder.
Select the check box next to the query that you want to revert, and then select .
The Confirm Delete window appears, asking you to confirm if you want to delete the selected query.
Select OK.
The selected query is deleted.
Navigate to the Baseline folder for queries.
The baseline queries are stored in specific sub-folders within the Baseline/Meridium/Modules/Inspection/ folder.
Select the check box next to the query that you want to revert, and then select .
The Catalog Folder Browser window appears.
Navigate to the folder containing the public query that you deleted in step 3.
Select OK.
A success message appears indicating that the selected Item has been copied successfully.
Repeat Steps 2-8 for each query that you want to revert to baseline.

Inspection Datasheets - Revert to Baseline

About This Task

The default datasheets on Inspection families supported for Integrity Mobile have been updated to include fields to track download information:


Family	Family ID	Datasheet Updated (Default)
Full Inspection	MI_INSPFULL	Full Visual Inspection
General Inspection	MI_INSP_GEN	General Inspection - Default
API 510 External Checklist	MI_API510EXT_CHECK	API 510 External Checklist - Default
API 510 Internal Checklist	MI_API510INT_CHECK	API 510 Internal Checklist - Default
API 510 Internal Exchanger Checklist	MI_API510IEX_CHECK	API 510 Internal Exchanger Checklist - Default
API 570 External Checklist	MI_API570EXT_CHECK	API 570 External Checklist - Default
API 653 External Checklist	MI_API653EXT_CHECK	API 653 External Checklist – Default
API 653 Internal Checklist	MI_API653INT_CHECK	API 653 Internal Checklist - Default
External PRD Checklist	MI_EXTNL_PRD_CHECK	External PRD Checklist
PRD Pop Test Checklist	MI_PRD_PT_CHECK	PRD Pop Test Checklist
Checklist Inspection Template	MI_GEN_INSP_TMP	Checklist Inspection Template

If you have customized the default datasheet for any of these families and want to see the download data for Integrity Mobile, you must perform one of the following tasks:

Using Family Management, edit the default datasheet of each family. Add a new section, Download Information with the following fields:
- Downloaded
- Last Downloaded By
- Last Downloaded Date
- Last Synced Back By
- Last Synced Date
Run Revert to Baseline for each family.

Important: Running this utility overwrites your current datasheet and replaces it with the baseline version. You must be a super user in APM to run the Revert to Baseline utility.

Procedure

Log in to the server where APM is installed.
Navigate to <Installation Directory>\Meridium\Upgrade\DBUpgrade.
Run the RevertToBaselineApp.exe file as administrator.
The Revert To Baseline Login window appears.
In the Meridium Data Source box, enter the data source name that you want to access.
Enter your login credentials, and then select Next.
The available families that can be reverted to baseline appear.
Select the Inspection family that you want to update, and then select Revert to Baseline.
The Various Options For Revert window appears.
Select Datasheets.
Select the Default Datasheet from the drop-down, and then select Ok.
Repeat steps 6-7 for each Inspection Family.

Update the Query Parameter Type

After the database upgrade for APM, if the entity key fields are of the type string, you must modify the catalog query parameters to use the correct type by performing the following steps.

Procedure

Access the Query page.
Select Browse.
The Select a query from the catalog window appears.
Navigate to the folder containing the query that you want to update, and select the link for the query.
The Results workspace appears.
Select the SQL tab.
The SQL workspace appears, where you can modify the SQL code.
Modify all the entity key numeric parameters to key.
For example, (? :n) must be updated to (? :k).
Select Save.
The modified query is saved.

Inspection Management 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. In Cloud APM, Roles are assigned to Security Users through permission sets.

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 Inspection	MI Mechanical Integrity Administrator MI Mechanical Integrity Power MI Mechanical Integrity User
MI Inspection Viewer	MI APM Viewer MI Mechanical Integrity Viewer

The following roles can be assigned to a group or user:

Inspector
Inspection Supervisor
SC Recommendations Implementer
SC Recommendations Reviewer

These roles are used in State Management.


Family	MI Inspection	MI Inspection Viewer
Entity Families
Alert	View, Insert, Update, Delete	View
Certification	View, Insert, Update, Delete	View
Checklist Finding	View, Insert, Update, Delete	View
Conditional Alerts	View, Insert, Update, Delete	View
Corrosion	View, Insert, Update, Delete	View
Equipment	View, Insert, Update, Delete	View
Event	View, Insert, Update, Delete	View
Finding	View, Insert, Update, Delete	View
Human Resource	View	View
Inspection Method	View, Insert, Update, Delete	View
Inspection Profile	View, Insert, Update, Delete	View
Inspection Team Member	View, Insert, Update, Delete	View
Inventory Group Configuration	View	View
Potential Degradation Mechanisms	View	View
RBI Degradation Mechanisms	View	View
RBI Inspection Auto-Selection Criteria	View	View
Recommendation	View, Insert, Update, Delete	View
Reference Document	View, Insert, Update, Delete	View
Resource Role	View, Insert, Update, Delete	View
SAP System	View	View
Security User	View	View
Strategy	View, Update	View
Task	View, Insert, Update, Delete	View
Taxonomy References	View	View
Time Based Inspection Interval	View, Insert, Update, Delete	View
Time Based Inspection Setting	View, Insert, Update, Delete	View
Work Pack	View, Insert, Update, Delete	View
Relationship Families
Belongs to a Unit	View, Update, Insert, Delete	View
Checklist Has Finding	View, Insert, Update, Delete	View
Has Certifications	View, Insert, Update, Delete	View
Has Degradation Mechanisms	View	View
Has Findings	View, Insert, Update, Delete	View
Has Inspection Method	View, Insert, Update, Delete	View
Has Inspection Profile	View, Insert, Update, Delete	View
Has Inspection Scope	View, Insert, Update, Delete	View
Has Inspections	View, Insert, Update, Delete	View
Has Potential Degradation Mechanisms	View	View
Has Recommendations	View, Insert, Update, Delete	View
Has Reference Documents	View, Insert, Update, Delete	View
Has Roles	View, Insert, Update, Delete	View
Has Sub-Inspections	View, Insert, Update, Delete	View
Has Tasks	View, Insert, Update, Delete	View
Has Task History	View, Insert	View
Has Task Revision	View, Insert	View
Has Team Member	View, Insert, Update, Delete	View
Has Taxonomy Hierarchy Element	View	View
Has Taxonomy Mapping	View	View
Has Time Based Inspection Interval	View, Insert, Update, Delete	View
Has Work Pack	View, Update, Insert, Delete	View
Is a User	View	View
Is Planned By	View, Insert, Update, Delete	View
Is Executed By	View, Insert, Update, Delete	View

Note: Security privileges for all modules and catalog folders can be found in the APM documentation.

Note that:

The family-level privileges granted to the following families are also spread to all of their subfamilies:
- Event
- Taxonomy References
The Has Task History relationship family is inactive in the baseline APM database.
In addition to the families listed in the preceding table, members of the MI Inspection Security Group have View privileges to additional families to facilitate integration with the Risk Based Inspection module. Since these families are not used elsewhere in Inspection Management, they are not listed in this table.

Note: As part of implementing Inspection Management, you will decide whether you want to link Inspection records to Equipment records, Functional Location records, or both. If you want to link Inspection records to Functional Location records, you will need to grant members of the MI Inspection Security Group at least View privileges to the Functional Location family and the Functional Location Has Equipment relationship family. All new users are automatically assigned to the Everyone user group.

Revert Inspection Management Dashboard to Baseline

Before You Begin

This action is required only if you have modified the Inspection Management dashboard.

About This Task

If you have modified the Inspection Management dashboard, perform the following steps to revert the dashboard to baseline.

Procedure

Access the Catalog page.
Navigate to the Public folder for the dashboard that you want to revert.
The dashboards are stored within the Public/Meridium/Modules/Mechanical Integrity/Dashboards/ folder.
Select the check box next to the dashboard that you want to revert, and then select .
The Confirm Delete window appears, asking you to confirm if you want to delete the selected dashboard.
Select OK.
The selected dashboard is deleted.
Navigate to the Baseline folder for dashboards.
The baseline dashboards are stored within the Public/Meridium/Modules/Mechanical Integrity/Dashboards/ folder.
Select the check box next to the dashboard that you want to revert, and then select .
The Catalog Folder Browser window appears.
Navigate to the folder containing the public dashboard that you deleted in step 3.
Select OK.
A success message appears indicating that the selected item has been copied successfully.
Repeat Steps 2-8 for each dashboard that you want to revert to baseline.