Meridium APM Foundation PDF
Preview Meridium APM Foundation
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. Confidential and ProprietaryInformationof Meridium, Inc. • Page2of961 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. Confidential and ProprietaryInformationof Meridium, Inc. • Page3of961 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page4of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page5of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page6of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page7of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page8of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page9of961 TableofContents 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 Confidential and ProprietaryInformationof Meridium, Inc. • Page10of961
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