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Settings
 

Setting up a Site Hierarchy

If you are using multiple sites, you must select a top site and create child sites to form a site hierarchy. You can organize the hierarchy in the way that is most appropriate for your organization’s size and structure. For example, you can have a simple hierarchy with a top site and a few child sites. Or you can choose a more complex hierarchy with multiple levels. If you have only one location and maintenance organization, you can choose not to have a site hierarchy at all.
You should define your sites at the levels you use to partition your data. For example, if you want to view a cost summary of two separate operating locations, define a higher-level site in which to capture the consolidated costs. If you wish to share certain objects (for example, templates), they need to be owned at a higher-level site.
Tip: The APM install database comes with Install Site, Division, and Plant sites already created. You can adjust this simple hierarchy as required, as well as review and change default settings for the sites.
Use the following procedure to add sites to your hierarchy.
Note: In order for taxes to be computed correctly on purchase orders, the applicable locality, state or province, and country must be set for each site.
When you add a new site to the enterprise, all of its application modules are turned off by default. On each site, enable the application modules appropriate to it. For example, you might have licensed the Strategy Development and Asset Health Monitoring products, so you can enable four modules on a site. However, one of the sites you are creating is starting their implementation by performing reliability strategy development analysis on key assets. You can turn off the other modules, thereby keeping the look and feel of APM appropriate for their use. When the site is ready, the Implementation and Performance Management, Advanced Performance Indicators, and Asset Health modules can be enabled.

To Add Sites to Your Site Hierarchy

1.
In the Enterprise window, select the Sites view, Site Listing tab.
Tip: You can also add child or peer sites at any location in the hierarchy by selecting the Site Hierarchy tab, selecting the site, and clicking Add Child or Add Peer. Use the arrow buttons to move sites in the hierarchy. For example:
2.
If you have not yet done so, you might wish to rename the Install Site, which must be the top site in your hierarchy. See Editing Properties for the Top Site.
3.
Click New. The Site Properties dialog appears.
4.
Enter site properties on the General tab.
Setting Name
Description
**Site name
The descriptive name for this site.
**Type
Site types define how objects such as assets and task templates are owned at each level of the site hierarchy. Select the site type that matches the object ownership settings required for the site. In most cases, all sites at the same level in the site hierarchy have the same site type.
Tip: To quickly create a site type, click in the Type box and press F3. The Site Type window appears, where you can define a type.
Icon
To use a different icon, click Change Icon, select a graphic, and click OK.
Parent site
The parent of this site, if there is one. If this site is part of a multi-site hierarchy, you can select the parent site to define its position in that hierarchy.
Hierarchy code
A hierarchy code is a string of up to 10 letters and numbers that identifies an individual asset or site. APM uses the hierarchy code for the asset, its parent assets, and the site to create the hierarchy location.
For the hierarchy location to be useful, enter a code that gives users some indication of the asset’s function and location. For example, if a generator set is located on the north side of the plant, you might enter “NGenSet”. If the generator set has a pump location, you might enter “PmpStation” on the component location asset, and “Pump1” on the record for the pump component asset.
Hierarchy location
A hierarchy location is a string of letters and numbers that identifies where the asset is in the physical hierarchy.
APM constructs a full hierarchy location using the code that you enter in the Hierarchy code box joined with the hierarchy codes for its parent/ancestors. The codes are separated by a period (.). Hierarchy locations are updated whenever the asset or one of its ancestors is moved within the hierarchy (or if a hierarchy code changes).
Region
The geographical region associated with the site, for example, “North sea” or “Southern Ontario”.
Category
The category associated with the site. Site categories are specific to your organization.
Group
The group associated with the site. Site groups are specific to your organization.
Location
Describe the physical location of the asset or site.
5.
If you know the longitude and latitude of the asset’s location, enter them in the Map coordinates boxes. Otherwise, you can click the browse icon and point to the location on a map to have APM assign the coordinates. For more information, see Setting Map Coordinates.
6.
Complete the following information:
Setting Name
Description
Status
The site status represents the operational state of the site (indicated by the “in operation” or “not in operation” settings). For example, you might create a Data Entry status to indicate that the site is currently being set up and is not yet ready to be used.
Although site statuses are defined using the Asset Status dialog, they are specific to sites and cannot be used for assets. Entering site statuses is optional. If you enter a site status, this status will be visible in your physical asset hierarchy. Changing the status of a site does not affect the status of the site’s assets. A change in site status might affect the triggering of work orders from some standard tasks (if the site status setting is used on the task).
To change the site’s status, click Change.
Currency
The currency used at this site. By default this is the enterprise currency.
If appropriate, you can change the site currency by clicking Change. Usually you will select the currency of the country where the site is located.
Time zone
The time zone at this site. By default this is the top site’s time zone. If the Time zone field is blank, APM looks up the site hierarchy to find the first site with a time zone.
If the Site Time Zones feature is enabled, you can open an existing site’s Properties dialog and click Change to assign a different site time zone.
Value list control
If you are using site-specific value lists (for example, asset types or maintenance groups), the value list control determines either the site where all value lists are maintained or the value lists that are maintained at the current site.
** Indicates a mandatory setting
7.
Select the Address tab.
8.
Provide the following information.
Setting Name
Description
Street or Office/area
Street name and number or the office area.
City
The city where the address is located. You can enter up to 50 characters.
State or province
The state or province where the address is located. Once you have selected the country, only states or provinces located in that country appear in the list.
Country
The country where the address is located.
Postal code
The postal code or zip code for this address. If a mask has been created for the postal code or zip code, you do not need to format the code. APM automatically enters any spaces or hyphens necessary. As well, APM warns you if you enter a code that does not match the format for the country where the address is located.
Phone Number
Enter the site’s main telephone number and extension.
Fax Number
Enter the site’s fax number and extension.
9.
Select the Modules tab.
This tab lists the APM products and shows their statuses.
10.
Click the application modules that you wish to enable or disable on the site. You will notice dependencies between modules, for example, Implementation and Performance Management is a prerequisite for:
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Remote Computing
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Advanced Performance Indicators
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Online Data Collection
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Work Management Integration
Note: If you enable Enterprise Asset Management and wish to use indicators or failure tracking, enable Implementation and Performance Management as well.
11.
Select the Image tab.
12.
Click the folder icon to select an image.
Setting Name
Description
Image
The file path of the image (where the image file is located on the network).
Note: The Status Changes tab lists previous site status changes. This tab is for information only and does not contain any settings that you can modify.
Note: For information about adding activated workflows to the site, see Activating APM Workflows.
13.
When you are finished, click OK.