Risk Based Inspection 580 Upgrade

Upgrade RBI 580

The following tables outline the steps that you must complete to upgrade this module to the latest version of APM.

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.

StepTaskNotes
1Revert the following catalog items to baseline to improve the performance:
  • Public\Meridium\Modules\Risk Based Inspection\ Queries\Assets with No Recommendations
  • Public\Meridium\Modules\Risk Based Inspection\ Queries\Process Unit Asset View
  • Public\Meridium\Modules \Risk Based Inspection\Queries\Inspections More Current Than All Analysis
This step is required only if you have previously modified the queries.

This step will be completed automatically when you upgrade the components in the basic APM system architecture.

2Update the AIT and Flash Point properties for Flammable Representative fluids. For instructions, refer to KBA 000071009.This step is required only if you have modified the Representative Fluids table content and you want to use the updated AIT and Flash Point values for Flammable Representative fluids.
3Revert the policy ActionMappingToInspectionTask to baseline in APM Policy Manager.This step is required only if you have modified the policy and you would like the Last Inspection Date to be mapped to the Last Date for recurring inspection tasks.

Update Query Parameter Type

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

Procedure

  1. Access the Query page.
  2. Select Browse.

    The Select a query from the catalog window appears.

  3. Navigate to the folder containing the query that you want to update, and select the link for the query.
    The Results workspace appears.
  4. Select the SQL tab.
    The SQL workspace appears, where you can modify the SQL code.
  5. Modify all the entity key numeric parameters to keys.
    For example, (? :n) should be updated as (? :k).
  6. Select Save.
    The modified query is saved.

Revert the Risk Based Inspection Queries to Baseline

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

About This Task

If you have modified the Risk Based Inspection query, perform the following steps to revert the query to baseline.

Procedure

  1. Access the Catalog page.
  2. Navigate to the Public folder for the query that you want to revert.
    For Risk Based Inspection 580, the public queries are stored in the following folder:
    Public/Meridium/Modules/Risk Based Inspection/Queries
  3. 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.
  4. Select OK.
    The selected query is deleted.
  5. Navigate to the Baseline folder for queries.
    For Risk Based Inspection 580, the baseline queries are stored in the following folder:
    Baseline/Meridium/Modules/Risk Based Inspection/Queries
  6. Select the check box next to the query that you want to revert, and then select .
    The Catalog Folder Browser window appears.
  7. Navigate to the folder containing the public query that you deleted in step 3.
  8. Select OK.
    A success message appears indicating that the selected item has been copied successfully.
  9. Repeat Steps 2-8 for each query that you want to revert to baseline.

Add FMLY_KEY column to Query

Procedure

  1. Access the Query page
  2. Select Browse.
    The Select a query from the catalog window appears.
  3. Navigate to the folder containing the query that you want to update, and select the link for the query.
    The Results workspace appears.
  4. Select the Design tab.
    The Design workspace appears, where you can modify the query.
  5. Scroll through the Field list to get to the end.
  6. Add a new column with the following options:

    Alias: FMLY_KEY

    Table: rbianalyses

    Sort: None

    Sort Index: 0

    Include: Checked

    Display: Unchecked

    Hyperlink: (Don’t modify)

    Criteria: (Don’t modify)

    Or: (Don’t modify)

  7. Select Save.
    The modified query is saved.

Add RBI Component Types

Procedure

  1. Log in to APM as an administrator.
  2. Go to Admin > Configuration Manager > System Codes and Tables.
  3. Search for MI RBI COMPONENT TYPES.
  4. In the System Code section, select .
    The Create System Code window appears.
  5. Add the RBI Component Types to the system code table.
  6. Select Save.
  7. Log out of APM and log in.
  8. To add existing RBI Component Types to the MI RBI COMPONENT TYPES system code table, perform the following steps:
    1. Select , and enter EquipmentTypes.
      A blank EquipmentTypes datasheet appears.
    2. In the CriticalityItemType box, select the existing RBI Component Type that you have added.
    3. Enter values in the required boxes, and then select to save the record.

Revert Datasheets to Baseline

About This Task

If you have customized the default datasheet, then you must perform the following steps.
Note: 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

  1. Log in to the APM Server.
  2. Navigate to the \Meridium\Upgrade\DBUpgrade folder.
  3. Run the RevertToBaselineApp.exe file as an administrator.
    The Revert To Baseline Login Screen window appears.

  4. In the Meridium Data Source box, enter the data source name that you want to access.
  5. Enter your login credentials, and then select Next.
    The available families that can be reverted to baseline appear.
  6. Select Design tab.
    The available families that can be reverted to baseline appear.
  7. Select the family and then select Revert to Baseline.
    The Various Options For Revert window appears.

  8. Select Datasheets.
  9. Select the default datasheet from the drop-down list box, and then select Ok.

Revert the Compliance Management Query to Baseline

This action is required only if you want to use the RBI Inspection Grouping functionality.

About This Task

If you have modified the Recommended Actions by Selected Plans query, perform the following steps to revert the query to baseline:

Procedure

  1. Access the Catalog page.
  2. Navigate to the following Public folder:
    Public/Meridium/Modules/Inspection/Compliance/Queries/
  3. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Confirm Delete window appears, asking you to confirm if you want to delete the selected query.
  4. Select OK.
    The selected query is deleted.
  5. Navigate to the following Baseline folder.
    Baseline/Meridium/Modules/Inspection/Compliance/Queries/
  6. Select the check box next to the Recommended Actions by Selected Plans query, and then select .
    The Catalog Folder Browser window appears.
  7. Navigate to the Public folder containing the query that you deleted in step 3.
  8. Select OK.
    A success message appears indicating that the selected item has been copied successfully.