What’s New in APM 7.14

Some of the enhancements made to AssetWise Performance Management (APM) in release 7.14 pertain to APM when AssetWise Enterprise Interoperability (AWEIS) has been implemented to exchange data with an external CMMS. This release also introduces asset circuits, enhancements to construction forms, gas management, and more.

Contents

APM Mobile Inspections

APM Workflows

Asset Management

AWEIS — Asset Change Requests

AWEIS — Asset Type

AWEIS — Automatic Site Creation

AWEIS — Outbound Events

Construction Management – Form Status

Inspection Management

Regulated Gas Management

Server and Client Management — Service Monitor

Strategy Development Analysis

Subscription Entitlement Service (SES) Licensing

Time Zone Data — Importing

User Interface Settings — First Day of the Week

APM Mobile Inspections

You can now restrict users to selecting from the mobile computers assigned to their maintenance groups.

In the Enterprise window, click the Administration menu and then Application Settings. In the Application Settings window, the new Mobile Computing tab displays the Allow switch mobile computer option, which is selected by default. Clear the option to prevent users from selecting mobile computer definitions that are not assigned to their maintenance groups.

APM Workflows

APM workflows are role-based wizards for completing well-defined tasks. The wizards are designed to guide the user through the progressive steps required to complete the task at hand and to provide information relevant to the step being performed. When workflows are activated for the site, the views and wizards that APM users see are determined by the roles assigned in their user IDs.

MTA2 Analysis Facilitation workflow is new for this release. It allows new and experienced users to quickly create analyses, identify assets, record failure modes, and facilitate action plans.

Note that APM administrators can no longer modify workflows.

For more information, see APM Workflows.

Asset Management

This release introduces the following enhancements.

Asset Circuits

This release introduces asset circuits in APM. Circuits provide a means to identify assets that are related through their roles in a common process, their physical proximity, their composition or degradation stresses, or anything else. Examples of circuits are corrosion loops, electric circuits, and safety instrumented systems. In APM, an asset’s identification with – or as – a circuit means that you can view information and select objects based on asset circuit references.

Enhancements make it possible to:

•	Identify an asset to represent a circuit

•	Include an asset in as many as ten circuits

•	View circuits for the site and the assets included in them

•	For an asset that represents a circuit, select the Circuit view in the Asset window to view the assets included in the circuit. Similarly, Strategy Development Analysis windows display the Circuit view when the primary asset represents a circuit

•	View information for all of the assets in a circuit in one place. Information includes failure modes, strategy development and prioritization analyses, barriers, asset health indexes, condition analyses, indicators, standard tasks, and so on

•	When browsing for indicators to add to a failure mode or standard task (for example), if the filter asset represents a circuit, select Show circuit assets in the Browse Indicators dialog. When the option is selected, only indicators on assets in the circuit are available for selection

•	When adding assets to a strategy development analysis where the primary asset represents a circuit, restrict the browse to other assets in the circuit

•	Specify in a site interoperability profile whether circuit references can be edited on interop assets. When AWEIS is active, circuit information from the CMMS is added to assets in APM via characteristic mapping

In the following example Site window, the Assets view, Circuits tab displays a list of circuit assets on the left. When an asset is selected (for example, Corrosion loop 2), the right-hand panel displays information about the member assets, from a list of the assets themselves to a list of all the failures assigned to the member assets.

 

In an Asset window, the Circuit view is only available on assets that represent circuits. In this example for Corrosion Loop 2, the Circuit view displays the member assets and their information, including references to as many as 10 circuits.

When you wish to include an asset in a circuit, open its Asset window, select the Properties view, General tab, and then the Circuits tab. In this example for Corrosion Loop 2, it is listed as its own first circuit:

Circuit references can be set on any asset in any order. An asset can be referenced more than once on the same circuit. For example, Corrosion Loop 2 could be assigned as the asset’s first and third circuit. The only restrictions are that the assets must belong to the same site and their asset types must allow them to be part of a circuit, represent a circuit, or both.

Note: This functionality is available as a Technology Preview. To use it in APM, you must first enable feature 73. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support for circuit assets”, 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.

Setting up APM for circuits involves the following steps:

•

Create or update asset types to support circuits. In the Asset Type window, select the Policies tab and then the Assets tab. In the Asset management policies area, click one or both circuit options. If assets of this type represent a circuit, you can specify whether installed component assets can be included in the circuit. For example:

•	If AWEIS is active, update asset characteristic classes and map sets to include circuit assets. You will need to define characteristics for all ten circuit references allowed on an asset

•	If AWEIS is active, you can update site interoperability profiles to make circuit references read-only on interop assets. In the Site Interoperability Profile window, select the Assets tab. In the Asset properties area, select Circuits.

You can then create circuit assets and add circuit references to member assets.

Asset Properties for Electricity Transmission and Distribution Networks

This release introduces asset properties and specifications related to electricity transmission and distribution. Some of the properties appear in the Asset window’s Properties view. For example, Maintenance plant is one of several new properties on the Details tab.

Other properties depend on the asset type’s settings, including the subtypes and specifications assigned to the type. For example, assets with the asset type “Distribution network - Transformers” typically display the Vault Info tab on the General tab and the Address tab. The Specifications tab displays transformer data, such as manufacturer, fluid type, and primary voltage.

The following properties and value lists are available in APM and APM Remote.

General Properties

The following properties have been added to the Details tab in the Asset window, Properties view:

•

Tech ID

•	Work center

•	System status

•	User status

•	Secondary user status

•	Maintenance plant

•	Planning plant

•	Material supply code

•	Storage location

•	Route instruction

•	Route sort order

•	Network switch

Vault Information

•	Operating number

•	Network group

•	Distribution map

•	Network location

•	Vault position

•

Vault

•

Feeder

•	Underground map

•	Vault group number

•

Location

To accommodate the new values, P&ID number and title now appear on the General tab, P&ID tab. For component assets, the default holding area moved from the Details tab to the General tab, Component Info tab (formerly Component Location).

Specifications – Value Lists and Panels

In the site’s Assets view, click the Settings tab and then the Distribution Network Specifications tab to work with the new value lists. The following values are available.

Amperage	Enclosure Types	External Operator Types
Feeders	Fluid Types	Ground Switch Types
Installation Codes	Load Types	Network Groups
Network Locations	Network Protectors	Network Spot Grids
Network Spot With	Nominal Voltage	Operating Voltage
Primary Voltage Codes	Secondary Voltage Codes	Switch Types
Termination Types	Yes No

The following specification panels have been added to the APM install database:

•	Asset change request - Networks distribution - Ground switch

•	Asset change request - Networks distribution - Junction

•	Asset change request - Networks distribution - Primary chamber

•	Asset change request - Networks distribution - Protector

•	Asset change request - Networks distribution - Switch

•	Asset change request - Networks distribution - Transformer

•	Asset specifications - Networks distribution - Ground switch

•	Asset specifications - Networks distribution - Junction

•	Asset specifications - Networks distribution - Primary chamber

•	Asset specifications - Networks distribution - Protector

•	Asset specifications - Networks distribution - Switch

•	Asset specifications - Networks distribution - Transformer

•	Construction form - Networks distribution - Ground switch

•	Construction form - Networks distribution - Junction

•	Construction form - Networks distribution - Primary chamber

•	Construction form - Networks distribution - Protector

•	Construction form - Networks distribution - Switch

•	Construction form - Networks distribution - Transformer

You can assign these specification panels when setting up asset change request templates, asset types, and construction form templates.

Asset Specifications – Electrical Substations

The following changes have been made to electrical substation specifications:

•	Where Impedance appears in asset specifications (for example, transformers), the unit of measure is now percentage

•	In the specification for CT\PT|CCVT\SSVT assets, Equipment type is now a value list. You can add the appropriate values in the Assets view, Settings tab, Electrical Substation Specifications tab. Select the Substation Specifications Settings node in the tree and then the Equipment Types tab

•	Three-phase and single-phase transformer specifications now include quantities for rated voltages in primary, secondary, and tertiary categories. For example:

•	In series capacitor specification panels, the Fuse size quantity is now limited to four characters

•	Circuit breaker and operator specification panels now contain the Number of trip coils field. You can add a value list on the Electrical Substation Specifications tab, Number of Coils tab

•	Specification panels that contained “High” and “Low” trip coil amperage fields now show a single amperage quantity attribute with the unit of measure “electrical current”

Asset Type Determines Degradation Types

1.	You can now limit the degradation types available for an asset based on its asset type. To set this up: Open the Asset Type window and select the Strategy Development tab and the Risk Analysis tab.

2.	Create or modify the risk analysis options. In the Asset Type / Site Risk Analysis Overrides dialog, select the new Degradation Types tab.

3.	Click Only the degradation types selected below and then select the appropriate degradation types. For example:

4.	Click OK to close the dialog and save your choices. Close the Asset Type window.

AWEIS — Asset Change Requests

Asset change requests communicate new assets and asset changes to the external CMMS (for example, SAP) that owns the assets, using AWEIS. Because the CMMS is the asset registry system, interop assets in APM are created and updated with data from the CMMS. When it receives a change request from APM, the CMMS accepts the request and updates its records. Another message is then sent to APM to update the interop asset.

Change requests were originally introduced to support construction management: from a construction form, a request can be triggered to convey asset status, priority, and property changes to the CMMS. As well, equipment removal requests can be created from interop assets. This release introduces enhancements that expand the role of asset change requests beyond construction management.

The objects associated with the new capability include:

•	New asset change request

•	Asset change request type

•	Asset change request status

•	Asset change request template

•	Approval request

Note: This functionality is available as a Technology Preview. To use it in APM, you must first enable feature 55. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Ability to request changes to an asset properties outside of a construction form”, 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.

Asset Change Request Process

The process begins when you identify an asset to update and then initiate the creation of the asset change request. The process ends when the asset is updated in the CMMS and then in APM.

The following illustration shows the asset change request process when it originates in APM Remote and includes the approval process.

Create the Request

•	Initiate the creation of a change request for an interop asset. A request can be started from a few places in APM, including:

•	List of asset change requests on site or on asset

•	Asset’s pop-up menu

•	Indicator reading

•	Checksheet

•	Request for work

•	Identify the asset to be updated, the asset change request template to use, and the request type. You can also specify maintenance supervisor, interop work request, and interop work order

•	Complete the asset change request form. The form is specific to the type of asset being updated

•	The form is validated to ensure that all mandatory fields have been filled in. If there are errors, you can resolve them and re-validate the form

•	When there are no errors, you can submit the request for approval. This involves selecting the approval route to use

•	If you created the request in APM Remote, the transactions are uploaded to APM

Approve and Submit the Request

•	The first approver on the selected approval route reviews the request. If acceptable, the request is approved. If there are problems or questions, the request is returned for you to correct and resubmit

•	The approval process is repeated until all of the approvers on the route have approved the request

•	Once approved, the asset change request is submitted to the CMMS

Update Asset Records

•	The asset change request is submitted to the CMMS for processing

•	Once the CMMS asset is updated, an XML message is sent to APM. This message contains the updated properties for the asset

•	The interop asset is updated with the values sent from the CMMS

The informal review process provides an alternative to the formal approval process. Rather than submitting the request for approval, it is simply marked as ready for processing. On the desktop, an authorized employee reviews the request and marks it as reviewed or as needing to be reworked. The other steps in the process are the same as in the formal approval process.

Asset Change Request Template

The asset change request template defines the content and behavior of new change requests based on the asset type. Each asset type has its own panel or window containing properties specific to the asset type so that you can record values in the request.

Each template defines:

•	Type of asset being changed

•	Panel to display

•	Template properties – For each property included in the panel, a template property is defined. The template property:

•	Identifies its corresponding asset property (typically with the same name)

•	Specifies if the property is mandatory

•	Specifies the type of asset change request to create. Among other things, the asset change request type specifies whether requests need to be reviewed or approved

•	Identifies characteristic mappings and properties to be sent to the CMMS

•	Manufacturer options – Specify whether manufacturers are selected from a predefined list or are entered

Approval and Review Processes

You can now implement a review or approval process for asset change requests.

The review process is an informal process where a user with the appropriate security privileges marks a request as reviewed or needing rework.

The approval process is a formal process that uses APM approvals functionality. When asset change requests are submitted for approval, one or more approvers are required to approve the request before it can be sent to the asset registry system.

The objects associated with this functionality include:

•	Asset change request

•	Asset change request type

•	Approval route

•	Approval request

Note: Support for approving or reviewing asset change requests is available as a Technology Preview. To use it in APM, you must first enable feature 56. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Review or approval support for asset change requests”, 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.

Setting up New Asset Change Request Functionality

Setting up APM for asset change requests involves the following tasks:

•	If appropriate, create or update asset types. For example, if you are implementing the new electricity transmission and distribution network assets, you might create asset types for network switch, junction, primary chamber, protector, and transformer. To support change requests, be sure to:

•	Set asset management policies such as support for change requests and the default change request template. You might also support networks vault location information

•	Assign the appropriate specification panel to the asset type. The panel will be available in the Asset window and in asset change requests

•	Select the appropriate characteristic class and map set for the asset type. These are used to import characteristics from the CMMS and map them to asset properties in APM

•	Create one or more asset change request types for asset property changes. You can assign a default request status, characteristic map set, and more, as well as specify whether the review or approval process is required

•	Set up characteristic mapping for asset property change requests

•	Create an asset change request template for each of the asset types that typically warrant change requests. The template controls the content and behavior of the request based on asset type. In asset types, you can specify default templates

•	If you will be using the APM approval process for requests, select the site’s approval settings and set up approval routes and approvers

AWEIS — Asset Type

Asset type is a mandatory property for APM assets. However, asset type is not required in some external systems (CMMS). As of AWEIS v1.2.15.0 and APM 7.14, when a SyncAsset or SyncSegment XML message does not include asset type, the asset is created in APM with the type “Unknown Asset Type For Interop”. For example:

AWEIS — Automatic Site Creation

APM 7.14 and AWEIS 1.2.15.0 introduce automated creation of APM sites for assets connected to external systems. When a SyncSite message is processed in AWEIS and sent to APM, a site is created with the following properties:

•	Parent site as identified in the message. If a parent site is not included in the message, the new site is not parented in the site hierarchy. If a parent site with a matching GUID does not exist in APM, an error is returned to AWEIS and the site is not created

•	Site type as identified in the message. If the site type does not already exist, a new one is created

•	Site interoperability profile designated as the default for the enterprise. The site’s interoperability flag is set to active. However, if a default profile has not been set for the enterprise, the new site’s interoperability flag is not activated

•	All application modules are enabled except Work Management and Enterprise Asset Management

For this functionality to work, at least one AssetWise interoperability system must have been defined in APM. For more information, see Setting up AssetWise Interoperability Systems.

A site interoperability profile called “Default AssetWise settings profile” is now provided in the APM database. You can set the default profile for the enterprise and modify the provided profile as needed.

In the Enterprise window, select the Integrations view, AssetWise Interoperability tab, and Interoperability Profiles tab. Ensure that editing is enabled. Select the default profile at the bottom of the window. For example:

AWEIS — Outbound Events

The following enhancements make it possible to send information about more APM objects to the CMMS using interoperability.

Proposed, Actual, and Hypothetical Events

As of version 7.14, you can set up APM to produce and publish outbound events when failures and failure modes are created and updated. Failures and failure modes must be created on interop assets for the outbound events to work.

Failure modes created or updated on MTA2 and RCM2 analyses are mapped to the MIMOSA noun “hypothetical events”. They produce SyncEvents with the event type “HypotheticalEvent”.

Failures with partial or total severities are mapped to SyncEvents with the event type “ActualEvent”. If a failure is created in the process of acknowledging an indicator alarm, the source indicator reading is included in a separate SyncEvent with the event type “MeasurementLocationTriggeringRegion”.

Failures with null or potential severities are mapped to SyncEvents with the event type “ProposedEvent”. When a failure references a failure mode on an interop asset, the SyncEvent includes the “ProposedEventForHypotheticalEvent” element.

To support this new functionality in APM, interface classes for failure, failure asset, failure mode, failure mode asset, and failure source indicator reading have been added to the InteropEvents interface package.

Enable Two or More Interop Event Packages

When you are enabling outbound events in the site interoperability profile, you can select two or more interop event packages. For example, to send both asset installation and failure events to the CMMS, you would select both InteropEventsSyncAssets and SyncEvents packages.

For More Information

See Setting up APM Outbound Events for information about enabling outbound events at the site level, configuring the server instance, setting up the service provider, and setting event handler options. The topic also explains how to set up custom interface packages and event handlers.

For information about creating a topic and connection component so that AWEIS can receive APM events and convert them to SyncEvents, see “Setting up APM Outbound Events” in AssetWise Interoperability Setup Guide.

Construction Management – Form Status

Construction Form Status rules have been enhanced to give you finer control of how construction forms are maintained. For example, you could allow form details to be corrected after they have been validated. You can specify whether or not the following properties can be updated:

•	Header properties (for example, form name, work order, and supervisors)

•	Installation and in-service dates

•	Details properties (previously, this rule covered both header and details properties)

The options have been added to the Rules tab:

For more information, see Setting up Statuses for Construction Forms.

Inspection Management

This release introduces the following enhancements.

Indicators – Mandatory Collector’s Notes

You can require the collector to enter a collection note on an indicator reading, depending on the alarm type or if the asset is not available for reading. The rules apply to manually entered readings only.

The rules are applicable to readings entered in APM and APM Remote.

Note: This functionality is available as a Technology Preview. To use it in APM, you must first enable feature 60. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Collectors note mandatory based on type of alarm and marking asset as unavailable for reading”, 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 make the collector’s note mandatory based on alarm types:

1.	On the Site window, select the Inspection Management view, Settings tab, Indicators tab, and Alarm Types tab.

2.	Open the Alarm Type window and click Edit. On the Alarm Ranking tab, click Collectors note is mandatory on readings with this type of alarm. For example:

3.	Click OK to save the change and close the dialog.

To make the collector’s note mandatory when the asset is not available for reading:

1.	On the Site window, select the Inspection Management view, Settings tab, Indicators tab, Data Collection tab, and Readings tab.

2.	At the bottom of the tab, click Edit to make changes on the site. The button label changes to Save.

3.	Click Collector note is required when the asset unavailable for readings. Click Save. For example:

Indicator Readings – Baseline Tab

The Baseline tab has been added to indicator reading windows and checksheets to allow users entering readings to see the indicator’s baseline reading. The tab is available for numeric indicators where the indicator type supports baseline readings and the indicator has a baseline reading. This functionality is available on APM and APM Remote.

Calculated Indicators – Metrics

APM now reports on the time it takes to gather input values and arrays for calculation. You can view summaries for calculated indicators at the site level.

On the Site window, select the Analytics view and the Calculated Indicators tab. The configuration list provides these ways to view the information:

•	“Calculation time” lists readings by calculation time in milliseconds, from highest to lowest values

•	“Calculation summary per indicator” lists indicators with grouped rows of readings that you can expand. Each indicator’s summary includes the average calculation time and the number of readings

•	“Calculation time by indicator” lists calculation times in descending order, indicators, assets, collected on dates, and collected values

•	“Inputs calculation time” lists readings by the time it took to gather inputs in milliseconds

•	“Inputs calculation time by indicator” lists input collection times in descending order

Regulated Gas Management

The following enhancements have been made to gas transactions and types:

•	You can now record that gas was present in a container when it was received from the vendor by entering the gas pressure in the Factory gas pressure box in the Gas Transaction window. This information can help to account for all of the gas recovered when equipment is decommissioned

•	When creating a gas transaction, you can reference an interop work order. Click the browse icon in the Work order field to select from a list of existing interop work orders

•	When creating a gas transaction, you can select a supervisor. Click the browse icon in the Supervisor field to choose from a list of employees with the supervisor responsibility

•	When setting up transaction types, you can specify that work order, factory gas pressure, and supervisor are:

•	Not entered

•

Required

•	Optional (with or without a warning)

Server and Client Management — Service Monitor

You can now install and configure the APM Service Monitor utility to notify users of stale servers and then restart them. Also, when the utility encounters a server with the status “shutdown” or “stopped,” it sends an email to the configured recipient address(es).

For more information, see “Setting up APM Service Monitor” in APM Installation Guide.

Strategy Development Analysis

Version 7.13 introduced support for larger risk matrix sizes. At that time, you had to enable an option at the enterprise level in the Application Settings dialog to create large risk matrices. As of version 7.14, this step is no longer required and the Strategy Development tab has been removed from Application Settings.

Note: To use this functionality in APM, you must first enable feature 47. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support large risk matrices”, 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.

Subscription Entitlement Service (SES) Licensing

APM now supports Bentley Subscription Entitlement Service (SES) licensing. (APM continues to support SELECTserver licensing). If you are moving to SES, ensure that the CONNECTION Client is installed on any machine running an APM server.

For more information, including how to install CONNECTION Client, see the Bentley Communities page Licensing and Activation Wiki.

For information specific to APM, see “Activating APM with SES Licensing” in APM Installation Guide.

Time Zone Data — Importing

On rare occasions, you might need to update the APM database with the latest time zone data, for example, to capture changes when countries opt out of daylight saving time. APM provides a utility that downloads the latest data from Nodatime.org.

Note: The new information affects only future date calculations. No existing APM data is altered.

To use the Time Zone Import Utility, you need:

•	Access to the server machine running APM and the installation folder

•	Internet connection

•	Valid connection string or data source name for the database

•	User name and password for the database

The utility supports APM SQL Server, Oracle, and SQL Azure databases.

To Run the Time Zone Import Utility

1.	Navigate to the bin folder, normally found here:

<InstallDirectory>\Bentley\AssetWise Performance Management\bin

2.	In the bin folder, locate the utility:

Bentley.APM.Upgrade.TimeZone.exe

3.	Double-click the .exe file to open the utility:

4.	Either enter a value in the Connection String field or select a data source in the DSN list.

5.	Enter the user name and password for the database.

6.	Click Connect. When the utility successfully accesses the APM database, “Not Connected” is replaced by “Connected”, database information is added to the dialog, and the Upgrade button is enabled. For example:

7.	Click Upgrade. A progress bar shows the upgrade process.

8.	When the upgrade has completed, close the dialog.

User Interface Settings — First Day of the Week

You can now select the first day of the week for your enterprise. Previously, the first day was set to “Monday” and could not be changed. This feature is useful when you wish to filter lists of indicator readings, for example, by “This week”, “Last week”, or “Next week”.

To set the first day of the week:

1.	Open the Enterprise window, click the Administration menu and then UI Settings.

2.	In the UI Settings dialog, Dates tab, change the “Work starts on” selection:

3.	Click OK to save the change and close the dialog.