Tech Note 637 Enabling CBM Solution 2.0 for Hierarchical EAM/CMMS System Browsing

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1 Tech Note 637 Enabling CBM Solution 2.0 for Hierarchical EAM/CMMS System Browsing All Tech Notes, Tech Alerts and KBCD documents and software are provided "as is" without warranty of any kind. See the Terms of Use for more information. Topic#: C reated: August 2009 Introduction The default browsing of an EAM/CMMS system is a flat view. This Tech Note describes how to enable CBM Solution 2.0 in order to make it easier to map Enterprise Asset Management (EAM) and Computerized Maintenance Management System (CMMS) assets/locations to Wonderware tags and automation objects. The result is a hierarchical view shown in Figure 1 (below). FIGURE 1: HIERARCHICAL OBJECT BROWSING VIEW 1/6

2 You can configure the hierarchical view during initial CBM Solution 2.0 configuration. Application Versions Condition Based Monitoring (CBM) Solution 2.0 Wonderware Historians 8.x, 9.x System Platform 2.x, 3.x All currently supported Mtelligence EAM System Adapters Procedure When configuring CBM Solution 2.0, one of the first steps you take is to create a mapped relationship between EAM/CMMS system assets / locations and their corresponding tags in your Historian or your System Platform. You can also map to other tag data sources. This information lists a series of tasks that allows you to successfully switch on EAM system hierarchical browsing: 1. Install CBM Solution 2.0 and accompanying EAM Adapters as normal. 2. Ensure you have successfully connected to your target EAM system and created an EAM Data Source for that system, by following instructions in CBM Solution 2.0 User Guide. 3. Ensure you have successfully connected to your target System Platform system and created a Tag Data Source for the system, by following instructions in CBM Solution 2.0 User Guide. 4. Ensure you have completed all required MIMOSA Universal ID mappings of the desired EAM system Site, Assets, Locations etc, according to the instructions in the CBM Solution 2.0 User Guide. 5. After you finish the MIMOSA Mappings, go to Tag Data Sources under the Setup panel, and click the pre- defined System Platform data source. 6. Click the EAM Object Map button. 7. The EAM Object Map window appears. Note that nodes for your currently mapped EAM System are collapsed by default. In this example, the EAM System name is ACME and hierarchical Galaxy browsing is enabled by default. 2/6

3 FIGURE 2: EAM NODE COMPRESSED BY DEFAULT 8. However, EAM system object browsing is flat by default as shown in Figure 3 (below). 3/6

4 FIGURE 3: FLAT OBJECT MAP VIEW The goal is to switch on hierarchical browsing to make the mapping and underlying EAM hierarchy more intuitive. 9. Close EAM Object Map window and navigate to Setup panel. 10. Click MDM Settings. 11. Next to the Physical Asset field that is populated with the Not Executed default message, click the Start button. 12. Depending on the number of mapped EAM objects you mapped in the previous steps, the time it takes to complete this MDM Execution can vary. In general this should take several minutes to complete. 13. Once the MDM Execution is finished, go back to Tag Data Sources under the Setup panel, and select the System Platform tag data source. 14. Click the EAM Object Map button again. 15. Click the Hierarchical Tree button as shown in Figure 4 (below). 4/6

5 FIGURE 4: HIERARCHICAL TREE BUTTON 16. When you expand the nodes in the EAM Objects panel again, hierarchical browsing of EAM system is enabled (Figure 5 below). 5/6

6 FIGURE 5: HIERARCHICAL EAM OBJECT BROWSING NOW ENABLED Your EAM System is now much easier to understand in terms of its Location as related to the Assets' hierarchical structure. Note: For questions about this Tech Note, Mtelligence Technical Support. Click the following icon to view this file in.pdf format: P. Rahilly Tech Notes are published occasionally by Wonderware Technical Support. Publisher: Invensys Systems, Inc., Rancho Parkway South, Lake Forest, C A There is also technical information on our software products at Wonderware Technical Support. For technical support questions, send an to support@wonderware.com. Back to top 2013 Invensys Systems, Inc. All rights reserved. No part of the material protected by this copyright may be reproduced or utilized in any form or by any means, electronic or mechanical, including photocopying, recording, broadcasting, or by anyinformation storage and retrieval system, without permission in writing from Invensys Systems, Inc. Terms of Use. 6/6

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