Workflow - Johnson Controls - LIT-12012563 - Software Application - OpenBlue Enterprise Manager - 4.0

OpenBlue Enterprise Manager Implementation Planning Guide

Brand
Johnson Controls
Product name
OpenBlue Enterprise Manager
Document type
Installation Guide
Document number
LIT-12012563
Version
4.0
Revision date
2021-11-29
Language
English

Use this section to understand the OBEM installation process. This table shows the order of steps that the Johnson Controls team and customer must complete from start to finish. All steps are sequential and you must follow them in the order in the table.

Table 1. Workflow
Step Description Relevant OBEM documentation
1 Pre-visit site configuration checklists. This step is for Johnson Controls employees to assess site eligibility for OBEM.
  • Configuration Guide: Section 20, Appendix E: Configuration checklist
  • Hardware Installation Guide: Section 6, Appendix A: Configuration checklist
  • Implementation and Planning Guide: Section 8, Appendix B: Configuration checklist
2 Pre-visit customer checklists. This step is for customers to assess eligibility for OBEM at their site, and to provide details of the portfolio as well as IT security restrictions.
  • Configuration Guide: Section 19, Appendix D: Customer checklist
  • Implementation and Planning Guide: Section 7, Appendix A: Customer checklist
  • Security and IT Guide: Section 4, Security and network configuration considerations
3 Data collector decision and preparation. Determine whether to use the Metasys API data collector software, or the Aaeon unit.
  • Hardware Installation Guide: Refer to the complete document
  • Security and IT Guide: Section 4, Security and network configuration considerations
4 Professional Productivity Tool (PPT) preparation and configuration instructions. This step is to install and configure PPT.
  • PPT User Guide: Refer to the complete document
5 PPT and OBEM integration. This step is to integrate PPT with the OpenBlue Enterprise Manager system.
  • Configuration Guide: Section 11, Auto configuration
  • PPT User Guide: Refer to the complete document
6 OBEM configuration instructions. This step is to configure the system.
  • Configuration Guide: Refer to the complete document
  • User Guide: Refer to the complete document
7 Post-configuration instructions (updates, enhancements, and maintenance). This step contains information about system updates and how to maintain the system.
  • Security and IT Guide:
    • Section 4.7, Updates and patch management
    • Section 5, Logging and monitoring