Policy Designer © 2021 General Electric Company Contents Chapter 1: Overview 1 Overview of the Policy Designer Module 2 Access the Policy Designer Overview Page 2 Policy Designer Workflow 3 Chapter 2: Workflow 4 Policy Designer: Design Policy Workflow 5 ASM (Asset Strategy Management) 5 Create / Modify Policy? 6 Other Workflows 6 Design Policy 6 Validate Ad Hoc 6 Define Execution Settings 7 Activate Policy 7 Add / Edit Instances 7 Validate Instances 7 Activate Instances 7 Execute Policy 8 Review Policy Execution History 8 Policy Designer: Execute Policy Workflow 8 Start 9 Retrieve Notification from Trigger Queue 9 Add Instance to Policy Execution Queue 10 Retrieve Instance Message from Execution Queue 10 Retrieve Instance Execution Data 10 Execute Instance 10 Predix Essentials Records 10 Other Workflows 11 Chapter 3: Policy Management 12 ii Policy Designer About Policies 13 Dates and Times Displayed in Policy Designer 14 Create a New Policy 15 Access a Policy 15 Take Ownership of a Policy 16 Copy a Policy 16 Refresh Metadata for Policies 17 Delete a Policy 18 Policy Management 18 Chapter 4: Policy Models 24 Policy Model Basic Principles 25 Add Nodes to the Model Canvas 28 Enable Grid in Model Canvas 30 Connect Nodes in a Policy Model 31 Configure Node Properties 32 Define Input Values 33 Configure Logic Paths 35 Copy and Paste Nodes and Connections 37 Download Image of Policy Model 38 Chapter 5: Policy Instances 39 About Primary Records and Primary Nodes 40 Specify the Primary Node in a Policy Model 43 Create a Policy Instance 43 Create a New Health Indicator Record from the Instances Pane 46 Configure OT Connect Tag Limits from the Instances Pane 47 Activate or Deactivate a Single Policy Instance 48 Activate or Deactivate All Policy Instances Associated with a Policy 49 Export Policy Instances 50 Delete a Policy Instance 51 Chapter 6: Policy Logic Validation 52 About Validating the Policy Logic 53 iii Validate Policy Logic Using Ad Hoc Test Values 53 Validate Policy Logic Using Policy Instance Values 54 Chapter 7: Policy Execution 57 About Policy Execution 58 About Active Policies and Policy Instances 60 Configure Scheduled Execution 60 Configure Automatic Execution 62 Execute an Active Instance Manually 62 Execute all Active Instances Manually 63 Activate or Deactivate a Policy 64 Configure Policy Execution History Log Setting 64 Access Execution History 65 Chapter 8: Admin 67 Access the Policy Admin Page 68 Configure Execution History Retention Settings 68 Chapter 9: Data Loader 70 About the Policy Instance Data Loader 71 About the Policy Instance Data Loader Requirements 71 About the Policy Instance Data Loader Data Model 71 About the Policy Instance Data Loader General Loading Strategy 72 About the Policy Instance Data Loader Workbook Layout and Use 72 Example Policy Instance Data Loader Workbook 77 About the Policy Instance Data Loader Load Verification 77 Chapter 10: Reference 79 General Reference 80 Family Field Descriptions 94 Catalog Items 104 Policy Examples 106 Input Nodes 118 Condition, Logic, and Calculation Nodes 131 iv Policy Designer Action Nodes 173 Baseline Policies 185 Glossary 187 Chapter 11: Release Notes 188 Second Quarter of 2021 189 First Quarter of 2021 189 Fourth Quarter of 2020 190 Second Quarter of 2020 192 Fourth Quarter of 2019 195 Third Quarter of 2019 196 Second Quarter of 2019 200 First Quarter of 2019 202 v Copyright GE Digital © 2021 General Electric Company. 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Access to and use of the software described in this document is conditioned on acceptance of the End User License Agreement and compliance with its terms. vi © 2021 General Electric Company Chapter 1 Overview Topics: • Overview of the Policy Designer Module • Access the Policy Designer Overview Page • Policy Designer Workflow © 2021 General Electric Company 1 Overview of the Policy Designer Module Traditionally, many companies attempt to improve equipment and location performance by identifying historical trends and using them to define future actions. For example, the results of a Reliability Distribution Analysis may indicate that a type of equipment fails about every six months, so a strategy might be implemented to replace equipment of that type every five months (that is, one month prior to the next predicted failure). In reality, however, some equipment of that type could last longer than six months (for example, for eight months), and in these cases, replacing the equipment too early would result in unnecessary costs. Waiting until the equipment fails, however, is also not the best plan. The objective of Policy Designer is to develop and execute strategies based upon historical data and dynamic data, which is obtained by monitoring conditions in real time. Using Policy Designer, you can define policies that: • Retrieve information about current conditions. • Allow you to identify emerging trends of equipment performance. • Apply some logic to that data based on historical trends. • Initiate actions that will mitigate future risk. More Details An engineer might know that when a motor reaches 200 degrees, it will begin to fail. Historical data might also tell him that the same motor operating continuously will overheat about every three months. Rather than implementing a strategy to replace the motor every three months, as suggested by the historical data, he can create a policy to take action when threshold temperature conditions are actually met. If the policy retrieves a reading from a process historian indicating that the motor has reached 200 degrees, policy logic can create a recommendation automatically for a technician to replace the equipment and send an email message to notify the engineer. In this way, the company can save money by avoiding unnecessary replacements and still prevent failures that will occur if the equipment is replaced too late. Further, employees who do not have the expertise to analyze real-time data can implement strategies based upon emerging trends immediately. Policies can be configured to monitor current conditions continuously and perform a variety of actions automatically based on criteria that have been defined by the policy owner. You can also use Policy Designer to create and update composite health indicators that indicate the overall health of a piece of equipment. Related Information: • https://www.predix.io/resources/tutorials/tutorial-details.html? tutorial_id=2586&tag=2583&journey=APM%20Basic %20Configuration&resources=2584,2579,2585,2586 • https://www.predix.io/resources/tutorials/tutorial-details.html? tutorial_id=2587&tag=2588&journey=APM%20Tools%20and%20Tips Access the Policy Designer Overview Page Procedure In the module navigation menu, select Tools > Policy Designer. The Policy Designer Overview page appears. 2 © 2021 General Electric Company The Policy Designer Overview page contains the following sections that summarize the number of Policies and Policy Recommendations: • Policies: Contains a list of all active and inactive Policies. • My Policy Recommendations: Contains a list of the Policy Recommendation records assigned to you. • Overdue Policy Recommendations: Contains a list of the Policy Recommendation records that are past target completion dates with pending recommended actions. Note: The Policy Designer Overview page is not updated automatically when you return to the previously opened tab. You can select to update the page. The Count of Executions per Policy for Last 30 Days section in the Policy Designer Overview page displays a graphical summary of the execution results for the 20 Policies that were most active in the past 30 days. You can select an execution result to access the corresponding Policy. Policy Designer Workflow This workflow provides the basic, high-level steps for using Policy Designer. The steps and links in this workflow do not necessarily reference every possible procedure. 1. Begin a policy by providing a name and description for the policy. 2. Build a policy model, which includes nodes and connections that represent the inputs, logic, and resulting actions for the policy. Note: Interaction with the model design canvas, such as adding and moving nodes, is not available on touch-screen devices. 3. Create policy instances, which define the specific records to which logic in the policy model will be applied. 4. Run the validation process to confirm that the policy logic is working correctly. 5. Define execution settings to specify whether you want the policy to be executed automatically or executed according to a predefined schedule (or both). 6. Activate the policy and policy instances so that they will be executed according to your defined execution settings. © 2021 General Electric Company 3 Chapter 2 Workflow Topics: • Policy Designer: Design Policy Workflow • ASM (Asset Strategy Management) • Create / Modify Policy? • Other Workflows • Design Policy • Validate Ad Hoc • Define Execution Settings •