AVEVA Asset Information Management
By AVEVA Group Limited
Assess the organization’s needs, identify data sources (documents, drawings, 3D models, laser scans), and define project goals and standards for information management.
Collect and prepare asset and engineering data from multiple systems and formats, ensuring data is ready for ingestion into the platform.
Deploy AVEVA AIM via the CONNECT industrial cloud platform or other preferred environments. Configure the solution for standards-driven information management, including user roles, access controls, and integration with systems like Assai Document Control.
Ingest and harmonize data into a centralized repository, mapping documents, tags, and models to create a unified digital twin. Integrate with other AVEVA and third-party tools as needed.
Use built-in tools to automatically discover, validate, and assess the quality, completeness, and consistency of ingested data. Identify and close information gaps to ensure compliance and operational readiness.
Enable high-quality web-based visualization of all asset information, including 2D/3D models, drawings, and documents. Train users on search, reporting, and navigation features for efficient information retrieval and collaboration.
AVEVA Asset Information Management (AIM) can be extensively customized to meet specific business needs. It is a flexible, enterprise-grade platform designed to manage and contextualize engineering and asset data across the asset lifecycle. Below is a comprehensive list of data points demonstrating how AIM supports customization:
1. Custom Data Modeling
Custom asset classes and types can be defined to reflect business-specific equipment and systems.
Metadata attributes (such as inspection intervals, installation date, asset condition) can be tailored for each object type.
Users can modify the asset hierarchy to represent organizational, geographical, or operational structures.
2. System Integration
AVEVA AIM supports RESTful APIs and web services to integrate with ERP (SAP), CMMS (IBM Maximo), EAM, design systems (AVEVA E3D, SmartPlant), and SCADA.
Standardized and custom connectors allow synchronization with external databases, spreadsheets, and engineering tools.
Federated data models enable linking to external data without centralized storage, maintaining a single source of truth.
3. Workflow and Process Customization
Business workflows for document review, engineering change management, and data validation can be configured.
Event-based triggers and automated actions can be set up to respond to changes in data or workflow states.
Custom rules can enforce data integrity, naming conventions, and regulatory requirements.
4. User Interface and Navigation Customization
Dashboards and user views can be configured based on roles, such as maintenance, operations, engineering, or management.
Users can define and save custom queries, filters, and data views tailored to specific workflows.
The user interface language, labels, and field names can be adapted to align with organizational or regional terminology.
5. Document and Tag Management Customization
Document and tag templates can be created with custom metadata definitions.
Smart tagging allows users to define logical and contextual relationships between documents, tags, and assets.
Batch upload processes and validation rules can be customized for project-specific or organizational standards.
6. Access Control and Security
Role-based access control can be customized to limit user permissions by department, role, or asset type.
Audit trails and change logs can be configured to meet compliance standards such as ISO, OSHA, and FDA.
System configurations support single sign-on, multi-factor authentication, and user group hierarchies.
7. Deployment Flexibility and Scalability
AIM can be deployed on-premise, in the cloud (Microsoft Azure), or in hybrid environments depending on IT strategy.
The platform supports horizontal and vertical scaling to accommodate varying asset volumes and user counts.
Backup, redundancy, and data recovery configurations can be tailored to align with IT governance policies.
8. Platform Extensibility through AVEVA Net
AIM is built on AVEVA Net, which supports plug-ins and adapters for custom data source integration.
Visualization models, including P&IDs, 3D models, and schematics, can be customized to reflect operational views.
External business systems can be linked dynamically for contextualized data display.
9. Reporting and Analytics
Reports can be configured to include specific asset, document, or lifecycle data based on business requirements.
Integration with Power BI and AVEVA BI Gateway allows users to create custom dashboards and KPIs.
Scheduled reporting features allow for recurring and automated business reports tailored to stakeholder needs.
10. Industry-Specific Templates and Standards
AVEVA provides out-of-the-box industry templates (for oil and gas, power, chemical, marine, etc.) which can be customized further.
Data models and documentation standards can be mapped to industry norms such as ISO 15926, IEC, or internal compliance frameworks.
Company-specific engineering standards and processes can be embedded in the system.
11. Professional Services and Support
AVEVA and its partner network provide configuration, customization, and development support tailored to customer needs.
Training programs can be customized for different user groups, from administrators to technical operators.
Ongoing support can be aligned with service-level agreements, including custom SLAs and deployment support.
12. Change Management and Configuration Control
Configuration control features allow customers to create and manage multiple versions of assets or documents.
Change logs, revision tracking, and approval cycles can be customized per project or regulatory framework.
AVEVA Asset Information Management (AIM) offers a comprehensive set of training and support services for new users to ensure effective adoption, proper usage, and long-term success with the platform. These services are tailored to different user roles, from general users to administrators and technical staff.
Introductory Training
Designed for first-time users such as engineers, maintenance staff, and operations teams. It covers basic system navigation, asset and document search, viewing linked information, and understanding tag relationships.
Role-Based Training
Training sessions are customized to specific job functions:
Maintenance personnel learn how to access equipment records and work history.
Operations teams focus on using dashboards and real-time data.
Document controllers receive training on document linking and revision control.
Administrator Training
Covers system setup, configuration of asset models, user and role management, permissions, and workflow customization. This training is intended for system administrators and IT staff.
Advanced and Technical Training
Includes training on API usage, system integration, federated data management, and advanced reporting features. Suitable for IT teams and power users responsible for system customization and integration.
eLearning and Certification
AVEVA offers self-paced training through its Learning Portal. These courses include interactive modules, exercises, and optional certification upon completion. This allows users to train on demand and revisit material as needed.
AVEVA Customer FIRST Program
This is AVEVA’s subscription-based support service. It includes:
24/7 technical support
Access to software updates and patches
Online case submission and tracking
Priority support based on service level
Knowledge Base and Documentation
Users can access detailed user guides, administrator manuals, configuration instructions, best practices, and release notes through the AVEVA support portal.
Community Forums
AVEVA maintains an online community where users can ask questions, find solutions, and share knowledge with peers and AVEVA experts.
Guided Onboarding
During implementation, AVEVA provides onboarding services including system setup, data migration planning, configuration workshops, and hands-on guidance with asset and document structuring.
Train-the-Trainer Programs
These programs help organizations build internal experts who can train others, support adoption, and maintain the system long-term.
AVEVA offers consulting services to support:
Custom workflow development
Integration with enterprise systems like SAP or Maximo
Data cleansing and preparation
AVEVA Asset Information Management (AIM) implements a wide range of security measures to protect sensitive engineering and asset data across its platform. These measures address data confidentiality, integrity, availability, and compliance, ensuring organizations can safely manage and share critical information across the asset lifecycle.
Here are the key security measures AVEVA AIM puts in place:
Role-Based Access Control (RBAC)
Users are assigned roles with specific permissions based on job functions, limiting access to only the information and actions necessary for their work.
Single Sign-On (SSO)
Integrates with corporate identity systems (e.g., Microsoft Active Directory, Azure AD) to simplify and secure user authentication.
Multi-Factor Authentication (MFA)
Optional support for MFA provides an additional layer of login security, especially for cloud deployments.
Granular Permission Management
Administrators can control access at multiple levels—by user, group, asset class, document type, or functional area.
Encryption at Rest
All stored data (documents, tag metadata, asset records) is encrypted using industry-standard encryption protocols such as AES-256.
Encryption in Transit
Data transmitted between users, applications, and cloud environments is encrypted using TLS (Transport Layer Security) to prevent interception or tampering.
Comprehensive Audit Logging
All user actions—including login attempts, data edits, and workflow approvals—are logged and timestamped for accountability and forensic review.
Change Tracking
Built-in version control and revision history allow tracking of who made changes, what was changed, and when.
Exportable Logs
Audit logs can be exported for external compliance audits or integration with Security Information and Event Management (SIEM) tools.
Project- and Site-Level Data Segregation
Organizations can isolate data by project, facility, or department to ensure appropriate data access and separation.
Cloud Tenancy Options
In cloud deployments, AVEVA offers secure multi-tenant and dedicated environments to protect customer data boundaries.
Microsoft Azure Hosting (for cloud deployments)
AVEVA AIM leverages Azure’s security framework, including:
ISO 27001, SOC 1/2/3, and GDPR compliance.
Network firewalls, threat detection, and intrusion prevention systems (IPS).
High Availability and Disaster Recovery
Supports backup, replication, and recovery strategies to ensure business continuity.
Regular Patching and Vulnerability Management
AVEVA applies security patches and conducts vulnerability scans to maintain a secure environment.
Supports Regulatory Compliance
AIM can help organizations meet standards such as:
ISO 27001 (Information Security Management)
FDA 21 CFR Part 11 (for electronic records)
GDPR (data protection for EU users)
NERC CIP (for critical infrastructure protection)
Custom Security Policies
Organizations can implement their own data retention, classification, and handling policies within the platform.
Secure API Access
REST APIs are secured with token-based authentication, access control, and encryption to protect data exchanged with third-party systems.
Federated Data Access
Data can be referenced in place from external systems without importing, reducing the need for data duplication and exposure.
Activity Monitoring Tools
System administrators have access to monitoring dashboards and usage reports to detect anomalies or unauthorized behavior.
Access Reviews and Audits
Periodic access reviews ensure users retain appropriate permissions as their roles change.
AVEVA Asset Information Management (AIM) follows a structured software release and update cycle designed to deliver new features, improvements, and security enhancements while minimizing disruption to users. The frequency and management of updates depend on the deployment model—cloud-based or on-premises—but AVEVA ensures all updates are governed by robust version control and change management protocols.
Here’s a detailed look at how often updates occur and how they are managed:
Quarterly Feature Releases
AVEVA typically releases new features and major improvements every 3 months.
Monthly Patches and Hotfixes
Minor patches, bug fixes, and security updates may be applied monthly or as needed.
Automatic Updates
Cloud customers receive updates automatically, reducing the burden on internal IT teams.
Biannual Major Releases
New feature-rich versions are typically released every 6 to 12 months.
Optional Minor Updates
Organizations can apply hotfixes or patches based on their internal schedules.
Manual Deployment Required
On-prem customers must schedule and perform updates, often coordinated with AVEVA support or partners.
Release Notes and Documentation
AVEVA publishes detailed release notes summarizing:
New features and enhancements
Bug fixes and resolved issues
Known limitations or deprecated functions
Advance Notifications
Cloud customers are notified in advance of planned updates, allowing time for review or testing.
Staging Environments (for cloud)
Updates can be tested in a sandbox or staging environment before being deployed to production.
Customer Acceptance Testing (CAT)
For larger clients, AVEVA offers coordinated testing before rollout to validate changes against business processes.
Cloud: AVEVA manages the deployment centrally, including system backups and rollback plans.
On-Premises: Updates must be manually downloaded, tested, and applied by the customer’s IT team or with AVEVA partner support.
AVEVA typically supports major product versions for several years post-release.
Support includes:
Security patches
Critical bug fixes
Compatibility maintenance (with browsers, databases, etc.)
End-of-life (EOL) timelines are communicated well in advance, giving customers time to plan upgrades.
Customers enrolled in the AVEVA Customer FIRST support program receive:
Immediate access to the latest software versions and updates
Priority technical support during upgrade activities
Assistance with update planning and validation
Organizations with heavily customized AIM environments can work with AVEVA or certified partners to:
Evaluate the compatibility of custom integrations and configurations
Develop test plans
AVEVA Asset Information Management (AIM) maintains clear policies on data ownership and portability to support transparency, customer control, and regulatory compliance. These policies are designed to ensure that organizations retain full rights to their data while also allowing flexibility to move, export, or archive information as needed.
Here’s a detailed breakdown of AVEVA AIM’s approach to data ownership and portability:
Customer Data is Customer-Owned
AVEVA explicitly states that all data stored within AIM—including asset records, engineering documents, tag information, and metadata—remains the property of the customer.
This applies to both cloud-based (AVEVA Connect) and on-premises deployments.
No Data Access Without Permission
AVEVA does not access or use customer data without explicit authorization.
Data is only accessed by AVEVA personnel for technical support or system maintenance, and even then, only under strict controls and auditing.
Compliance with Contracts and Regulations
Data ownership terms are clearly defined in the Software License Agreement (SLA) or Subscription Agreement, ensuring alignment with legal, regulatory, and internal governance requirements.
AIM complies with global regulations such as GDPR, ISO 27001, and data residency laws where applicable.
Export and Extraction Capabilities
AIM includes built-in tools and APIs that allow customers to export their data in standard formats.
Structured asset information, document metadata, and linked content can be exported to:
Excel/CSV
XML/JSON (via APIs)
Native file formats (e.g., PDFs, CAD, Office documents)
API and Integration Options
AVEVA provides REST APIs and integration toolkits that allow customers to:
Synchronize data with other enterprise systems (e.g., SAP, Maximo, BIM platforms)
Extract data programmatically for custom reporting or migration
Support for Bulk Export
For customers exiting the platform or performing major system migrations, AVEVA or its partners can assist with:
Full data export packages
Data mapping to third-party systems
Preservation of file and tag relationships during transfer
Cloud-Specific Considerations (AVEVA Connect)
AVEVA provides data return or export options if a customer ends a subscription.
Exported data includes:
Documents
Tags and attributes
Audit trails and revision history
Customers can request the return of their data within a specific timeframe (usually defined in the subscription agreement).
Retention Policies (Cloud)
Upon contract termination, data is retained for a grace period (typically 30–90 days) before permanent deletion.
During this period, customers can download or request full data extraction.
Data Deletion Requests
Customers can request secure deletion of specific records or entire data sets.
Data is removed from all active and backup systems in compliance with industry-standard sanitization procedures.
Data Backup and Recovery
AVEVA Asset Information Management (AIM) terms for contract renewal and cancellation:
Cloud Subscription (AVEVA Connect):
Auto-renewal unless canceled with 30–90 days’ notice.
Pricing may adjust at renewal with advance notice.
Scalable for additional users/modules at renewal.
On-Premises Licensing:
Perpetual licenses remain active indefinitely; annual support renewal required for updates.
Term licenses renew like subscriptions, with auto-renewal unless canceled.
Cloud Subscription:
30–90 days' notice required to cancel without penalties.
Early termination fees may apply, with pro-rata charges for the remainder of the contract.
Data retention for 30–90 days post-cancellation for export.
On-Premises Licensing:
Perpetual licenses cannot be canceled but support contracts can be discontinued.
Term licenses are subject to prorated fees for early termination.
Support Reinstatement: Backdated fees may apply to reinstate expired support.
Data Export: AVEVA assists with data export post-cancellation.
License Transfer: Licenses may be transferred under certain conditions.
AVEVA Asset Information Management (AIM) software adheres to several industry-leading compliance standards to ensure data security, privacy, and operational excellence. Here’s an overview of the key compliance standards that AVEVA AIM meets:
AVEVA ensures that AIM complies with GDPR requirements for protecting the personal data of individuals in the European Union.
Features include data encryption, data anonymization, and clear data retention policies.
AVEVA follows the ISO 27001 standard for information security management systems (ISMS).
This ensures that AIM’s security practices are aligned with best practices for protecting sensitive data from breaches and cyberattacks.
ISO 9001 compliance ensures that AVEVA AIM meets quality management standards, with processes designed for continuous improvement and customer satisfaction.
AVEVA undergoes audits to ensure that AIM meets SOC 2 Type II standards for security, availability, processing integrity, confidentiality, and privacy.
This is important for companies handling sensitive data, particularly in regulated industries.
Health, Safety, and Environmental Regulations (HSE): AIM helps organizations in industries like energy and manufacturing comply with relevant health, safety, and environmental regulations.
Oil & Gas Industry Standards: AVEVA AIM supports compliance with industry-specific standards like API (American Petroleum Institute) and NIST (National Institute of Standards and Technology).
If deployed in the cloud, AVEVA AIM adheres to CSA STAR guidelines, ensuring robust cloud security practices.
This includes data encryption, multi-factor authentication, and incident response management.
AVEVA AIM respects data residency and sovereignty laws by ensuring that data is stored in compliant data centers based on the customer’s geographic location and regulatory requirements.
ISO 22301 for business continuity management.
ISO 14001 for environmental management.
