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Concepts
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Tasks
 

Upgrading Sites to the Enterprise Asset Management Module

As long as the Enterprise Asset Management (EAM) module is included in your APM license, you can upgrade an individual site or all sites in the enterprise to use it. Typically, you will perform an upgrade if you updated your SELECTserver activation key that includes the module, or if you wish to reactivate EAM on specific sites.
Once the upgrade of a site is complete, you will have access to a full set of CMMS features, including:
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Cost tracking
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Scheduling
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Inventory
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Purchasing
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Requests for Quotation
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Invoicing
When you upgrade a site to EAM, the system makes the following changes in your database:
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Updates all work order tasks, setting the Asset to charge to the same value as the Asset to work on
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Updates all assets, setting the resource relationship (spare part information) from Null to None
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Updates all employees, setting the notify by email options (on the Email tab) from Null to False
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Updates all standard tasks, setting the Used by troubleshooters and Used when a work order is generated to repair a failed serialized unit options from Null to False
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Updates existing resource demands (work order trade requirements) to use the cost type and resource category that you select or create during the upgrade process
Upgrading a site to EAM involves the following steps:
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Enable the EAM module on the site. See To Activate the EAM Module on Sites.
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Execute the upgrade function. In the process, you will select or create a cost type and resource category to assign to resource demands in the site. See To Upgrade One or All Sites.
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Review and implement the enterprise and site settings for the EAM features that you will be using. See the Implementation Guide in Help.
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If the site is currently using CMMS integration, you can deactivate the Work Management Integration module after you have finished implementing EAM. You can then remove the CMMS information from the site, its assets, standard tasks, standard jobs, work requests, work orders, and work order tasks. If you are upgrading all sites, you can remove CMMS information at the enterprise level as well. See To Remove CMMS Information From Sites.
You must log on to APM with the administrator privilege to upgrade sites. For more information, see Logging on as an Administrator.

To Activate the EAM Module on Sites

1.
Ensure that there are no other users logged in to the database.
2.
From the Site window, click on the tool bar. The Enterprise window appears.
3.
Select the Sites view. On the Site Hierarchy tab, right-click the site and click Site Properties. The Properties window appears.
4.
Select the Modules tab and click Edit.
5.
Select Enterprise asset management.
6.
Click OK.
7.
Repeat steps 3 to 6 for each of the sites that you wish to upgrade.

To Upgrade One or All Sites

1.
Launch the product as an APM administrator.
2.
Ensure that there are no other users logged in to the database.
3.
From the Site window, click on the tool bar. The Enterprise window appears.
4.
Select the Tools menu and then Upgrade to EAM. The Upgrade to EAM dialog appears.
5.
Select All sites or specify the site that you wish to upgrade. Only sites on which the module is activated are available in the list.
6.
Select a cost type from the list or click New cost type and enter a name for the cost type. This cost type will be applied to existing work order requirements on the site.
7.
Select a resource category from the list or click New resource category and enter a name for the category. The resource category will be assigned to the trades in the site.
8.
Click OK. A progress dialog appears, followed by an information message.
9.
Click OK.
10.
You should now review and complete the relevant administration settings for your enterprise and sites. For more information, see the Implementation Guide in Help.

To Remove CMMS Information From Sites

1.
Launch the product as an APM administrator.
2.
Ensure that there are no other users logged in to the database.
3.
From the Site window, click on the tool bar. The Enterprise window appears.
4.
Select the Sites view and the Site Hierarchy tab. Right-click the site and click Site Properties. The Properties window appears.
5.
Select the Modules tab and click Edit.
6.
Click Work management integration to disable the option.
7.
Click OK.
8.
Repeat steps 4 to 7 for each of the sites that you wish to remove CMMS from.
9.
Select the Administration menu and Upgrade to EAM. The Upgrade to EAM dialog appears.
10.
Select All sites or specify the site you wish to remove CMMS information from.
11.
Select a cost type from the list or click New cost type and enter a name for the cost type. This cost type will be applied to existing work order requirements on the site.
12.
Select a resource category from the list or click New resource category and enter a name for the category. The resource category will be assigned to the trades in the site.
13.
Select the CMMS Info tab.
14.
If you selected All sites on the General tab, you can remove CMMS information from the enterprise as well as from all sites. Otherwise, select Remove site information only.
15.
Click OK. A progress dialog appears, followed by an information message.
16.
Click OK. When you open the site, you will see that the CMMS Info tabs have been removed from views and windows.