What’s New in APM 25.0.0

Among other enhancements, this release introduces reminders that can be assigned to most objects in APM, as well as the ability to import criticality evaluations into strategy development analyses.
Note: The APM release cadence changes with version 25.0.0. There will be three releases per year: March, July, and November.

Contents

Active Status
Approvals – Requester Comments
Assets
AWEIS – Marking Standard Tasks as Inactive
Configuring the APM Environment
Construction Management – Child Asset Reuse
Data Loaders – Audit Records
Description Audit Records
Inspection Management
Inspection Photos – Save as Files
Mobile Computing
Performance and Stability Enhancements
Reliability Program
Reminders
Strategy Development Analysis

Active Status

This release introduces active/inactive status for a variety of value lists:
Each of these values can be marked as inactive or active in tables. For example:
Their dialogs display General, Description, Status, and History tabs. For example:

Approvals – Requester Comments

You can now add a comment when sending a document for approval. For example:
The requester comment is displayed in the Approval Request window, Request Info tab. Tables that list approval requests now contain columns showing requester comments.
For related information, see Document Approvals.

Assets

The following enhancements have been made to asset functionality.

Asset Risk Summaries – Hierarchical Information

Expanding on the asset risk summaries introduced in APM 24.0.2, this release provides risk information summarized up the asset hierarchy. For example, in the Asset window, the Hierarchy Risk view, Reliability Risk Summary tab displays data from MTA2 and RCM2 analyses summarized for the current asset and its descendants:
The Failure modes and relative risk area displays:
Number of failure modes – Sum of the failure modes on the asset and descendants
Total relative risk – Sum of the total relative risk scores on the risk summaries of the asset and its descendants
Highest relative risk – Highest relative risk of the summarized assets
The Highest criticality evaluation results area displays the highest values from the asset’s and its descendants’ analyses. You can click a drill-down icon () to open a window listing the failure modes that have that value.
The Other summaries area displays the shortest task frequency on the summarized assets.
The Hierarchy Risk view contains tabs for each of the supported risk assessments:
Reliability Risk Summary – Based on MTA2 and RCM2 analyses
Integrity Risk Summary – Based on RBI analyses
Safety Risk Summary – Based on SIF and HAZOP analyses
The Integrity Risk Summary tab includes the following:
The Safety Risk Summary tab includes:
Note: Asset hierarchy risk summaries are generally available product features. You must first enable features 121 and 137 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset risk summaries” and “Asset hierarchy risk summaries”, 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.
For more information, see Viewing Asset Risk Summaries.
The asset type controls whether hierarchy risk summaries are calculated for assets. In the Asset Type window, select the Strategy Development tab and the Risk Summary tab:
For more information, see **Setting up Asset Types.

Risk Assessment and Asset Risk Views

In the Asset window, you will notice that risk information has been separated into two views: Risk Assessment and Asset Risk. The Risk Assessment view collects the Risk Assessment, Risk Matrix, Risk Plot, Criticality, and Summary Charts tabs for the asset. In previous releases, these tabs were on the Asset Risk view, which now contains only the Reliability Risk Summary, Integrity Risk Summary, and Safety Risk Summary tabs.

Asset-Focused Overviews

The reliability, integrity, and safety overviews in the Site window now incorporate summaries of risk information for the selected asset and its descendants. Select the Hierarchy Risk button in the View panel, for example:

Asset-Focused Overviews – Additions

The following additions have been made to asset-focused overviews.
Asset Specifications: Electrical Substation Specifications tab has a configuration for each of the standard substation asset types
Indicators: Readings and Acknowledgments tabs
Asset Specifications: Oil and Gas Specifications tab has a configuration for each of the standard oil and gas asset types. These include piping and pressure vessels, drilling platforms and structures, and storage tanks
Indicators: Readings and Acknowledgments tabs
For more information, see Viewing Asset-Focused Overviews.

Injection Point Asset Specifications

Asset specifications have been added to support injection point asset types. You can assign the new “Asset specifications - Oil and gas drilling platform - Injection point” panel to asset types. Each asset of the type displays the Specifications tab in its Properties view. For example:
You can populate the value lists in specifications. In the Site window, select the Assets view, Settings tab, and Oil and Gas Specifications tab. Select an object in the tree to view the values in the right-hand pane. For example:
Click New to add a value.
The new value lists are:
For more information, see Adding Values for Asset Subtypes and Specifications.

Asset Specification and P&ID Documents

When adding documents to an asset, you can now specify that, if a specification document is not referenced but a P&ID is, the P&ID document is to be displayed in the Specifications tab.
In the Asset window, select the Properties view, Documents tab:
For more information, see Adding Documents to an Asset.

Folders for Asset Photos and Documents

On assets, you can now reference folders where photographs and documents are stored. This makes it possible for APM Remote users, for example, to view photos stored in an external location.
In APM, open the Asset window and select the Properties view, Photos tab. In the Asset photos area, browse to the folder and click OK.
Click Open Folder to open the location where the photos are stored.

AWEIS – Marking Standard Tasks as Inactive

Inactive/active support is now available for standard tasks on sites where AssetWise Enterprise Interoperability is active. When a standard task is inactive, the following actions are disabled for it:
The ability to update properties, work with indicators, and so on, is not disabled.
To mark a standard task as inactive, open the site where AWEIS is active, select the Reliability Program view, the Program tab and the Tasks tab. Select the task in the table and click Mark as Inactive:
In the Mark as Inactive/Active dialog, enter a reason and click OK. Click OK on the confirmation message that appears. The task is shown as struck-through in the table, and the Active Status column displays “Inactive”.
To activate the task, select it in the table and click Mark as Active.

Configuring the APM Environment

The following configuration changes come into effect with APM 25.0.0.

Transport Layer Security (TLS) v 1.3

APM application servers running on Windows Server 2022 support TLS version 1.3. If your implementation uses Azure web app and your servers run Windows Server 2022, it is recommended to set the Minimum Inbound TLS version to 1.3.
When you run tests on server instances in APM Configuration, the Check Connection test for Server Manager Settings returns an error if the TLS version is incorrect. For example: “Could not create SSL/TLS secure channel”.
The Security Protocol Check will provide a warning if TLS 1.3 is not enabled or if older SSL/TLS versions are not disabled.
Note: If your server is running on Windows Server 2019, only TLS 1.2 is supported. Also, Windows 10 does not support TLS 1.3.

Setting up Databases

When setting up a new APM implementation using an install database, be sure to open the init_ivara.sql script and add a password for the Ivara login. Otherwise, when you run init_ivara.sql on the database, an error might occur.
You will find init_ivara.sql scripts in the Bentley\AssetWise Performance Management\SQL Server and \Oracle folders.

APM Remote Packager

The database user’s password is now a mandatory requirement in the Remote Packager.
For more information about the Remote Packager, see the APM Remote Setup Guide.

APM Web Monitor – Download Server Log Files

You can now download individual log files from the Web Monitor, Diagnostics page. Select the file you want and click Download selected logs. For example:
Note: For this release, we recommend downloading individual files. In a future release, it will be possible to dependably download multiple log files at one time.

Construction Management – Child Asset Reuse

For asset types such as circuit breakers, transformers (3-phase), and regulators (3-phase), child assets and their details can be automatically added to construction forms.
To set up this functionality, open a Construction Form Template Asset Type window, select the General tab and the new options Prompt existing child asset and Supports asset reuse of the child asset. For example:
In this example, when creating the construction form, the user selects the Circuit breakers asset type and adds a record. The circuit breaker’s child operator is selected automatically.
Note: When creating construction forms for 3-phase transformers and regulators, the Has Electrical LTC option must be selected before the parent asset is entered. For example:
For related information, see Setting up Construction Form Templates.

Data Loaders – Audit Records

This release introduces improvement in the quality of audit records for objects updated using data loaders. Previously, the user recorded in audit records was the user assigned to the server where the process was executed. With these changes, the audit shows the user who initiated the process from the client. Audit records for assets, indicators, and standard tasks now include information specific to data loaders.
Note: This feature is generally available. You must first enable feature 138 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Provide visibility to the user who initiated the processing of a data loader” 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.
In the Asset window, History view, the new Data Loaders tab displays tabs for each of the these data loaders:
In the Indicator window, History view, the new Data Loaders tab displays tabs for each of these data loaders:
In the Standard Task window, History view, the new Data Loaders tab displays tabs for each of these data loaders:
For related information, see Introduction to Data Loading.

Description Audit Records

As of this release, audit information is collected for long descriptions and other values with rich text properties. For example, the following checksheet properties are now included in the audit history:
To view audit history in the Checksheet window, for example, select the History view and tab, By Data Element tab.
Audit information collected is action performed, number of updates, data element, new and old values, date performed, employee who performed the change, and audit type.

Inspection Management

The following enhancements have been made to indicators and checksheets.

AWEIS – Split Checksheets Updates

As of this release, changes made to a checksheet’s source interop work order are copied to all checksheets in the split grouping. As an example, consider the case of a source work order whose “start before” and “end before” dates change. When the source work order is saved, all checksheets in the split grouping have their “planned start” and “planned completion” values changed accordingly.
For this example, the checksheet type’s work order synchronization settings specify that checksheets are updated with changes in the work order’s values.
For more information, see Splitting Checksheets.

Checksheet Statuses

You can now use the checksheet status to more explicitly control whether indicators can be added to checksheets with the status, whether they can be removed from checksheets, or both.
For more information, see Setting up Checksheet Statuses.

Indicator Readings – Asset Unavailable

Tables and charts have been updated to identify readings marked “asset unavailable”. For example, in the Indicator window, Readings view, the “Readings history” table displays “asset unavailable” readings as gray text:
The “Asset Unavailable” column displays a check mark.
In chart view, the dates on which “asset unavailable” readings occurred are identified by blue markers. For example:
Configurations that now show “asset unavailable” readings include:

Inspection Photos – Save as Files

You can now save inspection photographs that are stored in the APM database (for example, attached to checksheets, assets, or indicator readings) as separate files in their native file formats (for example, jpg, jpeg, png, gif, or bmp) to the location of your choice.
To save a photo as a discrete file, open the object associated with the inspection photo, for example, the site, asset, checksheet, or indicator. Go to a location where you can view the photo. Right-click the image and click Save Photo:
In the Save Photo dialog, select the folder in which to store the file:
Click OK. The file is saved with its original file name, format, and file extension.

Mobile Computing

When you are creating or reviewing a mobile device in APM, you are now required to select a radio button rather than a list item to designate the device’s purpose: Inspections (Maintenance) or Count sheets (Inventory).

Performance and Stability Enhancements

The following enhancements were made for this release:

Removal of Unprintable Characters

Occasionally, unprintable characters can get into fields in the UI and then set into the database. For example, this can occur when using copy-and-paste from another source into a field. When these unprintable characters are rendered in the UI, an error occurs. These characters are now removed from a string before getting to the database and also when retrieving data. (“Unprintable characters” have ASCII Codes that are less than 32, with the exception of 0, 9, 10, and 13.)

Download to APM Remote

The download to a remote device was failing due to an exceptional case where the name of the database on the remote device was too large. This caused a string buffer to be exceeded in a stored procedure. The resolution was to double the length of the buffer.

Respect for Cultural Settings on Client

Formatting code and/or calls to ToString() on the server were executed using the Current Windows Cultural settings on that physical server machine. This was incorrect because the information is displayed on the client machine, where the cultural settings can be different. Now, the culture settings from the client are passed along to the server when connecting and are used in formatting operations relevant to that client.

Reliability Program

The following enhancements have been made to objects related to reliability programs.

Expected Frequencies

Inactive/active support is now available for expected frequencies. To mark a frequency as inactive, open the site, select the Reliability Program view, the Settings tab, the Reliability Program tab and the Frequencies tab. Select the frequency in the table and click Mark as Inactive:
In the Mark as Inactive/Active dialog, enter a reason and click OK. Click OK on the confirmation message that appears. The frequency is shown as struck-through in the table, and the Active Status column displays “Inactive”.
To activate the frequency, select it in the table and click Mark as Active.
For more information, see Setting up Frequencies.

Shutdown Types

Shutdown types can now be created at any site; they are no longer confined to the top site. When you create a shutdown type, the top site is selected by default, but you can select any site from the list:
For more information, see Setting up Shutdown Types.

Reminders

This release introduces reminders: tasks and employee assignments that can be added to most objects in APM. A reminder can include as many assignments as needed, each with its own employee, due date, and status. Here is an example of the Reminders view in the Asset window:
Select a reminder in the top table to view its assignments in the table below.
Note: Reminders are a generally available product feature. You must first enable feature 139 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Reminders and assignments” 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.
To attach a reminder to an object, locate the object in a table, right-click, and click New Reminder. The Reminder Properties window appears:
The first assignment is created automatically and assigned to the employee who created the reminder. Click New to create an assignment:
You can assign an employee and add a due date and title, as well as comments. For a new assignment, you can select a status. In an established assignment, click Change Status to select a different one.
For the site, reminders are listed in the Work Management view, Reminders tab. In object windows, reminders are listed in the Reminders view or tab. Your My Desk view in the Site window can also display the Reminders tab with configurations showing your assignments and reminders. For more information, see Setting up My Desk Views.
Employee permission groups have been updated to include reminders. See Setting up Employee Permission Groups.
For information about creating reminders and assignments, see Working with Reminders.
The Implementation Assistant for Reminders helps you perform the setup steps from one location. See Using the Implementation Assistants.
Setting up APM for reminders involves the following:

Strategy Development Analysis

The following enhancements have been made to SD analyses.

Study Statuses

This release introduces settings on study statuses to control the actions and next statuses available for analyses (and their failure modes) that reference the studies.
The settings that control the new actions that are allowed on an analysis are:
For a failure mode, the settings are:
The study status controls which statuses can be selected to follow the current status. For example:
For more information, see Setting up Study Statuses.
Employee permission groups have been updated to support which study statuses employees can change on analyses and failure modes. For more information, see Setting up Employee Permission Groups.

Study Types

You can now create study types and reference them on studies. On the Site window, select the Strategy Development view, Settings tab, Studies tab, and the Types tab. Click New to open the Study Type Properties dialog:
Name the type and click OK. The study type is now available for selection in studies:
For more information, see Setting up Study Types.

Criticality Evaluations Import and Processing

You can now use the new Criticality Evaluations view in the Strategy Development Analysis window to quickly generate evaluations for the analysis’ failure modes. You can then export the generated evaluations to an Excel spreadsheet. The following evaluation types are supported:
Simple and detailed evaluations, and questionnaires with as many as 15 categories are supported.
You can populate the exported spreadsheet with data and import it into the analysis, where the evaluation results are processed.
Note: The criticality evaluation export/import feature is generally available. You must first enable feature 134 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Ability to import Risk Evaluation values from a spreadsheet for analysis failure modes” 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.
To see the export and import features in action, first create your analysis as normal. After adding failure modes, select the Criticality Evaluations view and click Generate in the lower right-hand corner. A confirmation message appears informing you that, depending on the number of failure modes and evaluations being performed, this might take a few minutes. Click Yes.
When the process has finished, the table is populated with the evaluations. For example:
To export evaluations to a spreadsheet, click the Tools menu, Excel, Export to Excel, and then the type of questionnaires you wish to export. For example:
In the Export to File window that appears, select a file name and location for the Excel file. The file is created and opened. You can select or enter values for each category and question. Complete the spreadsheet, save, and close the file.
To import the evaluations, return to the analysis in APM and select the Tools menu, Excel, and Import from Excel. The Import Data window opens, where you can identify the source Excel file and import its contents.
You can also use this feature to work with “flattened” versions of criticality evaluations. After generating failure modes in the Criticality Evaluations view, select one or more of the rows and click Open. The appropriate summary window opens. Here is an example of a Health and Safety evaluation:
In this example, for each of the categories for Fire, Explosion, Toxicity, and Mitigation, you can select a value. The resulting severity is calculated and shown in the summary and table.
For more information, see Importing Criticality Evaluations into Failure Modes.

Extended Failure Effect Statements

When extended failure effect statements are supported on an analysis, you can enter four separate effect statements for each failure mode:
Extended failure effects are displayed in Failure Mode and Maintenance Action Plan windows. For example:
You can enable extended effects in failure mode options for analysis types and analyses. For more information, see Setting Failure Mode Options for Analysis Types.

Failure, Part, and Cause Supported on MTA2 and RCM2 Failure Modes

On MTA2 and RCM2 analyses that support it, you can now select FM failure and FM cause values and record the relevant parts. Here is an example of an MTA2 failure mode:
To enable this functionality in an MTA2 or RCM2 analysis, select the Properties view and the Failure Mode Options tab. On the Details tab, select Supports failure mode failure, part and cause:
On asset types, you can identify the FM failures and FM causes that can be identified on failure modes for specific assets. In the Asset Type window, select the Strategy Development tab and the FM Failures and Causes tab. By default, all codes are available, but you can click Only values selected below for FM Failures, FM Causes, or both. For example:
Select the codes that are appropriate for assets of this type.
To use FM failures and causes, first populate the value lists in Strategy Development settings. Select the Failure Modes tab and then the FM Failures and FM Causes tabs:
Failures can be associated with all or specific causes.
For more information, see Setting up FM Failures.

Detectability Supported in Risk Calculation

In risk analysis, detectability refers to the ability of the system or process to detect a hazardous event. This release introduces dependability scores to risk calculation. When support is enabled in an analysis, the relative risk calculation becomes:
(Economic severity score + Health and safety severity score + Environmental severity score + Reputation severity score) * Probability score * Detectability score = Relative Risk Number
When you are setting up APM to use detectability, first populate the list of detectability values in Probability settings. Lower scores are used for failures that are easy to detect and higher scores for failures that are harder to detect. For example:
Next, select Supports detectability in analysis types or analyses. For example:
When you perform criticality evaluation for a failure mode, the Detectability list appears under the risk matrix. For example:
Click Summary to view the evaluation properties, including “Relative Risk”. For example:

Failure Mode Comparison

The failure mode comparison has been updated to include several recent properties, for example, base probability, detectability, failure codes, and credibility.
For information about using the comparison tool, see Failure Mode Comparison.