What’s New in APM 7.20

Some of the enhancements made to AssetWise Performance Management (APM) in release 7.20 pertain to APM when AssetWise Enterprise Interoperability (AWEIS) has been implemented to exchange data with an external CMMS. For example, you can specify that interop document descriptions be formatted as plain or rich text. In addition, you can take advantage of task assignments on analysis comments and much more.

Contents

APM Remote
Asset Management
Asset Specifications – Oil and Gas
AWEIS – Work Documents
Configuring the APM Environment
Construction Management
Data Loaders
Degradation Tracking – Settings Window
Fluid Condition Tracking
Inspection Management
Performance and Stability Enhancements
Strategy Development Analysis
Task Assignments on Analysis Comments and Asset Notes

APM Remote

In previous versions, all APM users were downloaded when the remote computer was initialized. As of this release, only users with the designation “APM Remote user” are downloaded. After upgrading to 7.20, be sure to review users.
For more information, see “Setting up Remote Users” in APM Remote Setup Guide.

Asset Management

The following enhancements are introduced with this version.

Asset Degradation Tracking – Structural Minimum Thickness

The structural minimum thickness lookup table provides values that APM compares with the result of a minimum value calculation to determine the pipe’s minimum wall thickness. The most conservative value is selected; that is, APM applies the greater of the calculated or structural minimum thickness values as the asset minimum wall thickness.
Previously, APM users needed to manually update the structural minimum thickness every time they used the calculations. Now, a user-defined lookup table is available to provide the structural thickness value. For example, you can enter in the table the values in the current API-574 standard or enter values you have defined for your organization. The table is used to automatically update the structural thickness value. This saves time for data entry and eliminates data input errors.
You can set up one or more structural minimum thickness lookup tables and associate them with asset types and material types. The table includes the unit of measure, maximum temperature, and ranges of pipe diameter values with their minimum thicknesses.
Note: Support for structural minimum thickness is available for preview. You must first enable feature 102 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support structural minimum thickness when calculating an asset’s minimum thickness” 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 Setting up Structural Minimum Thickness Lookup Tables.

Manufacturers – Active Status

In asset settings, you can now mark individual manufacturers as inactive. Inactive values appear scored-through in the Manufacturers tab. For example:
In situations where you can select a manufacturer, inactive manufacturers are excluded from the selection list. For example, if you change an asset’s status and mark it as beginning a new life with a different manufacturer, the list or Browse dialog only displays manufacturers with the active status “active”.
When you upgrade to this version, older manufacturer values without active statuses are treated as having the status “active”.
The Manufacturer dialog displays the Status tab, where you can change the active status of the record and see information about the most recent change in status. For example:

Asset Specifications – Oil and Gas

This release welcomes new asset specifications and value lists.

Oil and Gas Specifications – Piping and Tank

The “Property” attribute has been added to specifications panels for piping and tank subtypes.

Oil and Gas Specifications – Platforms – Topside Structural Assets

This release introduces asset specifications and value lists for topside asset types on drilling platforms.
Note: Drilling platform asset specifications are generally available. You must first enable feature 113 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support for drilling platform asset specifications” 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 use a specification, add it to an asset type and select the appropriate panel to display:
Assets of the type display the Specifications tab in the Asset window, Properties view. Here is an example of the handrail specification:
The following attributes are available for topside structural asset specifications, by asset type.

Beams

Bridge

Crane

Grating

Handrail

Ladder

Mooring Anchor

Mooring Chain

Mooring Connector

Mooring Line

Mooring Rope

Stairs

Tubular

To view the new value lists, select the site’s Assets view, Settings tab, Oil and Gas Specifications tab. For example:
The following value lists have been added:
For more information, see:

AWEIS – Work Documents

These enhancements improve the performance of interop work documents.

Plain Text Descriptions

You can now specify that work document descriptions be formatted as plain text. This can prevent errors when the CMMS imposes length limits or does not accept HTML tags. To change how text is formatted, open the Site Interoperability Profile and click Edit.
Select the Work Management tab and the Requests tab. In the Work description text area, select Plain text:
Any documents created after this change will display plain text. Existing documents using rich text are not affected.
For more information, see Setting up Site Interoperability Profiles for AWEIS.

Filter for Maintenance Groups

When you are selecting a maintenance group for a request for work, the default APM behavior is to present maintenance groups from all sites for selection. You can now filter the list according to the request’s site, the maintenance group hierarchy, or another option.
Open the Site Interoperability Profile and click Edit. Select the Work Management tab and the Requests tab. Select the appropriate option:

Configuring the APM Environment

For a full list of software and system requirements, see APM Installation Prerequisites.

SELECTserver and SES Licensing

In a future release, APM will drop support for SELECTserver licensing in favor of Bentley Subscription Entitlement Service (SES). With SES, product activation is managed by user sign-in through the CONNECTION Client, which is installed on each machine that uses Bentley applications.
We recommend contacting Bentley Support to find out more and to begin preparing for the transition to SES.

Licensing Defaults Changed for New Instances

Default licensing settings have changed because of the coming switch to SES licensing. With 7.20, when you create a smart or thick client instance in the APM Configuration window, Licensing Type is set to “Automatic (SES first, then falls back to SELECT)”.
Consequently, if you are using SELECT licensing, when you try to log in to APM with Windows credentials, the login will fail. To use a Windows login, set the instance’s Licensing Type to “SELECT Licensing”.

Microsoft® Windows Operating Systems

As of this release, APM no longer supports the Windows 8.1 operating system.
As of this release, APM application servers no longer support Microsoft Windows Server 2016.

Database Management Systems

This release has been certified on Microsoft SQL Server 2022.
As of this release, APM no longer supports Oracle® DBMS 12.1.

Construction Management

Construction forms for single-phase regulators now reference Nominal voltage. For example:

Data Loaders

APM data loading simplifies the process of populating an APM database with records from another system.
For more information, see Introduction to Data Loading.
The following data loaders are updated or introduced in this release.

Asset Condition Analyses

This new data loader is available in the Enterprise window, Data Loaders view, Asset Health tab. The data loader is used to import asset condition analyses. The properties are:
Note: Asset condition and asset prioritization analyses data loaders are available for preview. You must first enable feature 85 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Asset prioritization and condition analyses data loaders” 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 Prioritization Analyses

This new data loader is available in the Enterprise window, Data Loaders view, Strategy Development tab. The data loader is used to import asset prioritization analyses. The properties are:

Assets

The following properties were added to the Assets data loader:

Degradation Information

New data loaders for asset and indicator degradation information are available in the Enterprise window, Data Loaders view, Degradation tab. The properties are:
Note: Asset and indicator degradation information data loaders are available for preview. You must first enable feature 81 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Data loaders for degradation rates” 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.

Measurement Point Readings

The Technology attribute was added for each of the 16 measurement points processed by the data loader.
Note: The Measurement point readings data loader is generally available. You must first enable feature 79 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Data loader for measurement point readings” 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.

Indicator Due Dates

You can use this data loader to add or update next reading due dates for existing indicators in APM. The properties are:
Note: The Indicator due date data loader is available for preview. You must first enable feature 110 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Indicator due date 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.

Degradation Tracking – Settings Window

The new Degradation Settings window provides a one-stop location to review and define settings for asset types, indicator types, sites, and calculations. In a Site window, click the Administration menu, Asset Management Settings, and Degradation Settings:
The Degradation Settings window appears:
On the Asset Types tab, you can see which types support degradation tracking, automatic updates of representative degradation indicators, degradation descriptions, and more.
You can select the “Asset types that do not support degradation tracking” configuration, open an asset type, click Edit, and select settings. For example:
Similarly, in the Indicator Types tab, double-click an indicator type to adjust its settings:
The Sites tab provides a location to view and edit degradation options for all sites in the enterprise:
For more information, see Setting Indicator Degradation Options for Sites.
The Calculations tab lists custom degradation calculations. For example:
You can add new custom calculations and activate calculations.
For more information, see Creating a Degradation Minimum Value Calculation.

Fluid Condition Tracking

The following properties have been added to the Fluid Sample interface class:
These attributes appear in fluid sample indicators and readings.

Inspection Management

This release introduces the following enhancements.

Calibration Templates for Checksheets

You can now create calibration templates for each of the following checksheet subtypes:
The default values that you add to the template are copied to the appropriate tab in the Checksheet window, Properties view. For example, this checksheet is assigned the Dye Penetrant Inspection subtype. Its Dye Penetrant Inspection tab provides both blank fields to be filled in by the inspector and fields with default values, which the inspector can review and edit as needed.
Note: Calibration templates are generally available. You must first enable feature 107 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Calibration template support” 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 information about creating templates and assigning them to subtypes, see Setting up Calibration Templates.

Checksheet Creation can Indicate Work has Started – or Not

To make work order tasks available for scheduling when inspection tasks are assigned to mobile devices, you can now prevent checksheet creation from signaling that work has started on the tasks.
In the Site window, select the Work Management view, Settings tab, Work Orders tab, and then the Activity Reporting tab. Click Edit to open the site for editing.
In the Types of activity that mean that work has started on a task area, clear the option Checksheet creation. Click Save.
Note that the site-level option to manually or automatically create checksheets when work orders are planned does not apply to mobile activities.

Publish Indicator Readings for all Indicators

Publishing indicator readings is no longer confined to cumulative and numeric indicators. Descriptive and rule-based readings are also included.
The following properties were added to the Publish Indicator Readings interface package:
This functionality applies to calculated, ODC, and 4D analytic indicator readings.
Note: The Publish Indicator Readings functionality is generally available. You must first enable feature 92 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Publish indicator readings to an external system” 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 Publishing Readings to an External System.

Alarm Type Acknowledgment Rules

Alarm type has been updated to include the same acknowledgment rules as are available on site. They are:
By default, a new alarm type uses the acknowledgment methods allowed at the site level. You can fine-tune methods for individual alarm types. For example, you can turn off “Monitoring”, even when it is allowed in the site options. However, the “Monitoring” option will not be available on the alarm type if it is not enabled for the site.
You can also turn off alarm type-level acknowledgment rules.
Note: Alarm type acknowledgment rules apply to indicator reading acknowledgments only. They do not apply to measurement point readings.
For more information, see Setting up Alarm Types and Notification Ranking.

Control Redraft of Checksheets

When the site supports sending checksheets for approval, you can control whether or not approved checksheets can be redrafted based on their statuses. You’ll find this option on the Checksheet Status window, General tab, Actions tab:
This functionality is available in APM and APM Remote.
Note: Control of redrafting a checksheet based on checksheet status is generally available. You must first enable feature 109 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Prevent redrafting of a checksheet based on the checksheet status” 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.

Performance and Stability Enhancements

This release includes enhancements that improve the security of APM by detecting buffer overflows.

Strategy Development Analysis

You can now add inspection photographs to failure modes and action plans. In the Maintenance Action Plan window, select the Photos view. For example:
In the Failure Mode window, select the Photos tab.
Photo are listed in the Strategy Development Analysis window, Photos view and the Assets view, Photos tab, identified by the failure mode asset.
For more information, see Adding Inspection Photographs to Objects.

Task Assignments on Analysis Comments and Asset Notes

This release expands the functionality of the comments and asset notes that are used with various objects in APM. For example, analysis comments already provide room for responses from other personnel and can be marked as reviewed. Now you can also assign a task to a comment to explain the action or information required from another employee.

Task Assignments on Comments

You can now add task assignments to comments on the following objects:
For example, open a Strategy Development Analysis window, select the Properties view and the Comments tab. Click New to open the Strategy Development Analysis Comment dialog. Select the Task tab and click Assign task:
You can name and describe the task, assign it an employee and date, and select its due date, status, and completion date. Comments can also be marked as reviewed.
For more information, see, for example, Entering and Reviewing Comments on an MTA2.

Task Assignments on Asset Notes

You can also add task assignments to asset notes. The following objects support notes:
For more information, see Working with Asset Notes.

Task Types and Statuses

To define task types and statuses for your organization, click the Administration menu, Asset Management Settings, and Task Settings. You will also find Task Settings in the Administration menu, under other management settings that support comments, for example, Strategy Development Settings.
The Task Management Settings dialog appears:
When you create a task type, you can specify whether it is available for project tasks, asset notes, and comments. For example:
When setting up a task status, you can specify rules and usage:

Table Configurations

Tables that list comments or asset notes now display information about assigned tasks. In some locations, the Notes or Comments tab includes the “Tasks” configuration, which lists the tasks assigned to items. For example:
The Comments tab is available under the following tabs in the Strategy Development view:
You will also find Comments tabs in:
Asset Health view, Asset Condition tab
Performance Management view, Failures tab
Safety Management view, Incidents tab