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Settings

Viewing Asset Comparisons

You can compare assets using the data organized by any of the following asset-focused overviews:
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Asset Reliability
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Asset Integrity
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Asset Safety
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Asset Health
Once you have selected two assets to compare, select one of the asset-focused overview views to see the assets side by side.
Note: Asset comparisons are a “generally available” product feature. You must first enable feature 136 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset comparison” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.
This topic explains how:
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To Set up a Comparison
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To Add Assets Manually
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To Add Assets Based on a Filter
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To Work With the Comparison

To Set up a Comparison

1.
In the Site window, select the Assets view and the Asset Comparisons tab.
2.
Click New. The Asset Report Definition window appears.
3.
On the General tab, enter a name for the comparison.
4.
Select the Assets tab.
You can either add assets manually or create a filter to select the assets you wish to compare.

To Add Assets Manually

1.
To add assets manually, select Asset list is defined manually.
2.
Click Browse to select the assets to include in the comparison and click OK. The assets are added to the Assets List tab. For example:
The assets are also listed in the Assets view.

To Add Assets Based on a Filter

1.
Select Asset list is based on a filter.
2.
Click New to open the Filter Criterion dialog.
3.
Enter the following information:
Setting Name
Description
Criterion type
Select the type of filter criterion that you want to create:
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Attribute – The objects will be filtered using the value of an attribute owned by either the base class or a related class. For example, when filtering assets, you can use the Asset class’s Classification attribute. Most filter criteria are based on an attribute.
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Relationship – The objects will be filtered using the value of a relationship from the base class to another selected class. For example, when filtering assets, you can use the Asset class’ relationship to the Asset Type class.
Relationship from
The relationship (join path) used to navigate to the class and its attribute or relationship.
Use the join path to select a related class. If you are filtering based on an attribute, you can then select an attribute from that class. If you are selecting an attribute from the base class, leave this box blank.
You can select any relationship that points to a single instance of the related object. This includes the following relationship types only:
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References one
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Owned by
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Scoped by
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Hierarchical parent
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Contains one
For example, to filter a list of tasks based on the asset, you would select the Work Order Task class’ Asset to work on relationship. Or, you could select a relationship from the Work Order Task class to the Maintenance Group class. You could then use the Maintenance Group Name attribute to filter the group of tasks.
To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.
Attribute to use for filtering
The attribute that you want to use to filter the data. Select the appropriate attribute from the list. This setting is only applicable to criteria that are based on an attribute.
For example, if you are filtering a group of work order tasks, you might select the Task status attribute. You can then select one of the task statuses (for example, Planned) as the value to filter on.
The list contains only eligible attributes that are owned directly by the specified class. This means that the following types of attributes are excluded:
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Binary objects
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Html texts
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Icons
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Variable length strings
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Variants
Type of value to use
Select the type of value that you will use to select the objects:
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Fixed: Select this option to filter a group of items based on a specific value that you enter.
For example, if you are filtering a group of assets to list only maintainable assets, you would select the Asset class’s Classification attribute, and set Maintainable as the fixed value.
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Variable: Select this option to filter a group of objects using a relative value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected attribute or relationship. You can use any attribute or relationship that can be reached through a join path starting from the Site class. A specific value cannot be selected.
For example, to select work requests created by the employee currently logged in, you would base the filter on the Created by attribute, and select Enterprise.CurrentEmployee.EmployeeName as the variable value. The requests will then be filtered based on the name of the employee who is currently using the filter.
Condition
For fixed values, the condition you want items to meet in your filtering criterion. The conditions that are available in the list differ depending on the data type of the column, attribute, or relationship. For example, when the filter uses a date and time data type, the list contains conditions such as “Last week”, “Next week”, “In the next”, and so on.
Value to filter by
When the criterion uses the type “Fixed”, this is the value of the attribute that will be used to filter the objects in the group.
For example, if you are filtering using the attribute Task status, you could select the condition “Is” and the value “Planned”. This would include only work order tasks that have the status “Planned” in the filtered group.
Join-path to filter value
The join path to the value that you want to use in the filter. This setting applies to variable filters only. For purging rules, the join path always starts at the Site class. For download configurations, the join path always starts at the Download package class.
For criteria based on a relationship, you must select a relationship to the same class as was selected in the Relationship from box.
To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.
Attribute that contains the filter value
Select the attribute that contains the value to be used for the variable filter, for example, the EmployeeName attribute. This box does not apply to fixed filter criteria.
The list contains attributes that are owned directly by the specified class. However, it only includes attributes that are of the same type as the attribute identified in the Attribute to use for filtering box. For example, if the attribute to filter by is a string, then only string attributes appear in this list. Similarly, if the attribute to filter by is a date, then only date attributes are available.
Logical group
If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.
4.
Click OK to close the Filter Criterion dialog. The criterion is added to the Filter Criteria table. You can repeat the steps above to add criteria.
5.
Click Refresh Assets. Select the Assets List tab to see the results of the filter. You can also view the list in the Assets view.
Note that you can select the Refresh Frequency tab to have the list refreshed automatically based on a recurrence pattern.

To Work With the Comparison

Select an overview view and then the assets you wish to compare. For example:
We recommend viewing comparisons on large monitors so that you can see the full width of the screen.
When viewing tables, you can switch to the form view by clicking:
Navigation arrows at the bottom of the table allow you to move through the items.
The Asset Specifications view provides a full-screen option in the bottom right-hand corner. Click: