Meridium APM Foundation

961 Pages·2017·11.39 MB·English

by  Meridium, Inc.

MeridiumAPMFoundation
Meridium APM Foundation
3.6.1.4.0
Confidential and ProprietaryInformationof Meridium, Inc. • Page1of961
CopyrightandLegal
Meridium APM Foundation
3.6.1.4.0
Copyright©Meridium, Inc. 2017
All rightsreserved. Printed in the U.S.A.
Thissoftware/documentationcontainsproprietary informationof Meridium, Inc.; itis
provided under alicense agreementcontainingrestrictionson use and disclosure. All
rightsincludingreproductionby photographicor electronic processand translation
into other languagesof thismaterial are fully reserved under copyrightlaws. Repro-
ductionor use of thismaterial in whole or in partin any manner withoutwrittenper-
missionfrom Meridium, Inc. is strictly prohibited.
Meridium is aregistered trademark of Meridium, Inc.
All trade namesreferenced are the service mark, trademark or registered trademark
of the respective manufacturer.
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AboutThisDocument
About This Document
Thisfileis provided so thatyou can easilyprintthissectionof theMeridium APMHelp
system.
You should, however, use the Help system instead of aprinted document. Thisis
becausetheHelp system provideshyperlinksthatwill assistyou in easilylocatingthe
related instructionsthatyou need. Such linksarenotavailablein aprintdocument
format.
TheMeridium APMHelp system can beaccessed withinMeridium APMitself or viathe
Meridium APMDocumentationWebsite(https://www.me-
ridium.com/documentation/WebHelp/WebHelpMaster.htm).
Note: If you do nothaveaccessto theMeridium APMDocumentationWebsite, con-
tactMeridium Global SupportServices.
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TableofContents
Table of Contents
Meridium APM Foundation 1
Copyrightand Legal 2
AboutThisDocument 3
Table of Contents 4
AboutCore Analysis 23
Core AnalysisSystem Requirements 24
Overview of Dashboards 25
Supported Environmentsfor ViewingDashboardsOnline 26
Overview of Datasets 27
Example of aDataset 28
Overview of Graphs 30
Typesof Graphs 32
Overview of Queries 35
AboutRunningQueries 36
AboutQuery Privileges 37
AboutQuery Types 39
SelectQueries 40
Crosstab Queries 41
Delete Queries 42
Update Queries 43
Append Queries 44
Example of aCrosstab Query 45
Overview of Reports 49
Overview of RScripts 50
Overview of Strategy Rules 51
Baseline Strategy Rules 53
AboutSub-strategy Rules 54
AboutStrategy Records 55
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AccessingStrategy Rules 56
Aspectsof the Strategy StartPage 57
Overview of Task Management 58
Task ManagementDataModel 59
How State Configurationsare Used in Task Management 60
Task Statesand Operations 61
Accessingthe Task ManagementFunctionsPage 65
Aspectsof the Task ManagementFunctionsPage 66
First-Time DeploymentWorkflow 67
Upgrade or Update Core Analysisto 3.6.1.4.0 70
Dashboard Security 78
MISM AdministratorSecurity Group 79
Family-Level PrivilegesNeeded by Strategy RulesUsers 80
ConfiguringCatalogSecurity Permissionsfor Strategy RulesUsers 81
Task ManagementSecurity Groups 83
AboutConfiguringMeridium APM to Create Task RevisionRecords 85
Configuringthe HasTask RevisionRelationship 87
CreatingaField to Store the RevisionNumber 89
AboutFilteringthe Task TypesListin Task Records 90
Aboutthe MI_TASK_TYPE_REFERENCETable 91
DefiningaValid ValuesRule on the Task Type Field 92
AboutIdentifyingEquipmentand Functional Locations 93
Aboutthe EquipmentAssetQuery and LocationAssetQuery 94
WhenThese Queriesare Run 95
Overview of the Task ManagementAdministrationPage 96
Accessingthe Task ManagementAdministrationPage 97
Aspectsof the Task ManagementAdministrationPage 98
CommonTasksMenu 99
Aboutthe RecommendationQuery 100
Definingthe RecommendationQuery 101
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Aboutthe Task Query 102
Definingthe Task Query 103
RScriptSystem Requirements 104
ConfiguringRServer Credentials 105
Accessingthe Dashboard Page 106
Aspectsof the Dashboard Page 107
AboutDesigningDashboards 109
AboutDashboard ConfigurationButtons 110
AccessingDashboard ConfigurationButtons 112
HiddenContentButton 113
Add New WidgetButton 114
Arrange ContentButton 115
RevertChangesButton 117
Dashboard SectionButton 118
AboutCreatingDashboards 119
CreatingaDashboard From Scratch 120
AboutDashboard Sections 123
Aboutthe EditView of Dashboard Sections 124
AboutWorkingwith Dashboard Sections 125
AddingSectionsto Dashboards 126
RemovingSectionsFrom aDashboard 130
Modifyingthe Contentof ExistingDashboard Sections 132
Aboutthe Chart- Category Section 137
Aboutthe EditView of the Chart- Category Section 138
DataSource Sub-Section 139
ChartOptionsSub-Section 141
DataLabel PositionList 143
Color Boxes 145
Aboutthe Chart- SeriesSection 149
Aboutthe EditView of the Chart- SeriesSection 150
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DataSource Sub-Section 151
X-AxisSub-Section 153
Y-AxisSub-Section 155
ChartOptionsSub-Section 158
Stack Bar ChartCheck Box 160
Show GradientEffectCheck Box 162
Color Boxes 164
Aboutthe ContentFilter Section 168
Aboutthe EditView of the ContentFilter Section 172
HyperlinksSection 173
Aboutthe EditView of the HyperlinksSection 174
Supported URL Schemes 176
List- Query ResultSection 178
Aboutthe EditView of the List- Query ResultSection 179
List- Single ColumnSection 181
Aboutthe EditView of the List- Single ColumnSection 182
List- Summary Section 184
Aboutthe EditView of the ListSummary Section 185
Aboutthe Measures- General Section 188
Aboutthe EditView of the Measures- General Section 189
Display OptionsSub-Section 191
EditMeasuresSub-Section 196
Measure Sub-Section 197
TargetTextBox and List 199
DataSource Sub-Section 201
Trend Graph 203
Scale Sub-Section 204
RangesSub-Section 205
Aboutthe Measures- Linked Section 207
Aboutthe EditView of the Measures- Linked Section 208
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How Selectionsin Other Dashboard SectionsDetermine the ContentThatis Dis-
played in the Measures- Linked Section 210
AboutCollapsible Sub-Sections 215
Expandingand CollapsingCollapsible Sub-Sections 216
AboutQuery ResultsDisplayed in Dashboard Sections 219
SavingDashboards 220
DeletingDashboards 221
AboutWorkingwith ExistingDashboards 222
AboutUser Display Preferences 223
HidingSectionson aDashboard 224
RedisplayingHiddenSectionson aDashboard 226
Modifyingthe Number of Columnsor ColumnLayout 228
ArrangingDashboard Sections 231
Modifyingthe Heightof Dashboard Sections 233
RestoringDashboard Sectionsto Their DefaultSize 236
ClearingUser Display Preferences 238
ViewingDetailsfor Dashboard SectionData 239
FilteringDashboard Content 241
ViewingDetailsfor Datapointson aChart 243
HidingDatapointson aChart 244
RedisplayingHiddenDatapointson aChart 247
RefreshingDashboards 250
SharingDashboardsviaEmail 251
AboutDashboard Errorsand ValidationMessages 253
Load Errors 254
ValidationMessages 255
Optionsfor CreatingDatasets 257
CreatingDatasetsby EnteringDataManually 258
Aboutthe ImportProcess 261
AboutImportingMicrosoftExcel Files 262
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CreatingDatasetsby ImportingMicrosoftExcel Files 264
AboutImportingTextFiles 268
CreatingDatasetsby ImportingTextFiles 270
AboutImportingXML Files 274
CreatingDatasetsby ImportingXML Files 276
OpeningExistingDatasets 279
Overview of the DatasetEditor Page 281
DatasetEditor Workspace 282
CommonTasksMenu 283
Other TasksMenu 284
Optionsfor ModifyingDatasets 285
ModifyingExistingData 286
AddingRowsto Datasets 287
DeletingRowsfrom Datasets 288
CreatingGraphsfrom Datasets 289
CreatingReportsfrom Datasets 290
AboutExportingDatasets 291
ExportingDatasetsto External Files 292
SavingDatasets 294
DeletingDatasets 297
CreatingGraphs 298
OpeningGraphs 300
Accessingthe GraphSetup Window 301
Aspectsof the GraphSetup Window 303
SelectingaGraphType 305
AboutSelectingColumnsor Fieldsto Include in aGraph 306
SelectingColumnsor Fieldsto Include in aGraph 310
The Rightand LeftY-AxisScales 311
AboutAddingHyperlinksto aGraph 313
AddingaHyperlink to aGraph 314
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Linkingfrom aGraphto Another Meridium APM Feature 316
Linkingfrom One Graphto Another 318
Example: PassingIn the Y-AxisValue 321
Example: PassingIn the X-AxisValue 325
Example: Passingin the Family Key 328
Example: Passingin the Entity Key 329
Example: PassingDatapointValuesto an Internal URL 330
Example: PassingDatapointValuesto an External URL 334
AboutSpecifyingthe Value Thatwill be Displayed for aDatapoint 337
An Example of Showingthe Y-AxisValue 338
An Example of Showingthe Value and Category 340
An Example of Showingthe PercentValue 343
An Example of Showingthe Field Value 345
Overview of the GraphViewer Page 347
Aspectsof the GraphWorkspace 348
Standard Toolbar 349
AnnotationToolbar 351
GraphTasksMenu 353
CommonTasksMenu 354
Accessingthe PropertiesDialogBox 355
Aboutthe PropertiesDialogBox 356
The ColorsSection 357
The EffectsSection 361
The 3D Section 372
The <All> SeriesSection 377
The Fill Section 379
The Bar/MarkerSection 382
The Border Section 386
The Scale Section 389
The LabelsSection 391
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