Deployment

Upgrade Maximo to Maximo UDLP V2.6.0

The following tables outlines the steps that you must complete to upgrade this module toMaximo UDLP V2.6.0. These instructions assume that you have completed the steps for upgrading the basic GE Digital APM system architecture.

About This Task

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Important:

The Equipment mappings for Maximo have changed. As of Maximo UDLP V2.2.0, the mappings changed to include the Maximo Asset number in the GE Digital APM Equipment ID and the Asset ID that is automatically defined by Maximo in the Equipment Technical Number. This is the reverse of the previous mapping.

To maintain your current mappings, you must update the autojoin_control table to reflect your specific mapping. Otherwise, to migrate to the new mapping, you must update the data in your database to conform with the new mappings.

Procedure

Deploy Maximo Adapters for the First Time

The following are the steps that you must complete to deploy and configure this module for the first time. These instructions assume that you have completed the steps for deploying the basic GE Digital APM system architecture.

Before You Begin

You must assign security users to one or more of the APM Connect Security Groups.

About This Task

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Configure the Maximo Context File

Procedure

  1. On the APM Connect server, navigate to the following folder: <root>:/APMConnect/Config.
  2. Rename the folder RENAME_TO_SYSTEM_NAME to the name of the Maximo system that you are using.
  3. Open the folder that you renamed, and then, using an XML editor or a text editor, open the following file: ContextFile.xml.
    The content in the context file appears in the editor, displaying the parameters that you can configure for data extraction.
  4. As needed, modify the values for the parameters in the context file, and then save the file.
    Your changes to the context file are saved.

Maximo Context File Parameters

The following table contains a list of parameters that you can configure in the Maximo context file.

Important: Modifying the context file will override the configurations in the Context Parameters section of the APM Connect Administration Center.
Note: For parameters in the Functional Location Specific Filters, Equipment Specific Filters, and Work History Specific Filters sections, you can enter multiple values by separating the values using commas.
ParametersDescription Default or Recommended Value
Interface Mode Selection
MAXIMO_CLOUD_ENABLEDDetermines if the Adapter will be used in a cloud environment.

You must enter one of the following values:

  • true: Adapter will run in the cloud.
  • false: Adapter will run on premises.
LOAD_MERIDIUM_APMDetermines if data will be loaded into the Meridium database.

You must enter one of the following values:

  • true: Data will be loaded into the Meridium database.
  • false: Data will not be loaded into the Meridium database.
LOAD_DIGITAL_APMDetermines if data will be loaded into the Predix database.

You must enter one of the following values:

  • true: Data will be loaded into the Predix database.
  • false: Data will not be loaded into the Predix database.
CMMS_IDThe CMMS ID is used as the identifier for your Maximo system.

For example, if your System ID is D03 and your Client ID is 001, then your CMMS ID would be DO3-001.

This value is required.

Enter a unique value.

SOURCE_SYSTEM_TYPEIdentifies the type of system connecting with GE Digital APM.

This value is required.

You must enter the value MAXIMO.

ParametersDescription Default or Recommended Value
Intermediate Repository (IR) Connection
IR_HOSTThe IP address of the IR.This value is unique for each user.
IR_PORTThe port number of the IR.The default value is 5432.
IR_DATABASE

The database in which the IR data is stored.

This value is unique for each user.
IR_SCHEMAThe schema associated with the IR.The default value is Public.
IR_USER_IDThe IR user name.This value is unique for each user.
IR_PASSWORDThe IR system password.This value is unique for each user.
IR_TALEND_OUTPUTThe shared folder to which the Maximo Adapter will write files.This value is unique for each user.
ParametersDescription Default or Recommended Value
APM Connect Connection
CUSTOMER_NAMEThe coded customer name.Enter your unique value, which was provided during installation.
ParametersDescription Default or Recommended Value
APM Connection
Note: The APM Connection Parameters are not required for a cloud deployment.
APM_API_APP_SERVERThe name of the GE Digital APM server.This value is unique for each user.
APM_API_USE_SSLSpecifies whether the GE Digital APM API application uses SSL.The valid values are:
  • true: The API application uses SSL.
  • false: The API application does not use SSL.

The default value is false.

APM_APP_SERVERThe name of the GE Digital APM server.This value is unique for each user.
APM_DATASOURCEThe name of the GE Digital APM data source to which the data will be exported.This value is unique for each user.

APM_USERID

Your GE Digital APM user ID.This value is unique for each user.
APM_PASSWORDYour GE Digital APM password.This value is unique for each user.
ParametersDescription Default or Recommended Value
Maximo Connection for Extraction Interfaces
MAXIMO_USERIDThe Maximo system user ID.This value is unique for each user.
MAXIMO_PASSWORDThe Maximo system password.This value is unique for each user.
LANGUAGEThe alphabetical code that represents the language used for values in the records that are transferred to GE Digital APM.This value is unique for each user.
MAXIMO_REST_URLThe REST URL for the Maximo Interface. This value is used if you want to use the REST web services to communicate with the Maximo system.

You must enter a value in the following format: http://<maximohost>:<port>/maxrest/rest/os

This value is not required if the value for the MAXIMO_WEBSERVICE parameter is false.

Note: REST services are not fully supported in Maximo versions 7.1 and 7.5.
MAXIMO_WEBSERVICE_URL The web service URL for the Maximo Interface. This value is used if you want to use the SOAP web services to communicate with the Maximo system.

You must enter a value in the following format: http://<maximohost>:<port>/meaweb/services

This value is not required if the value for the MAXIMO_WEBSERVICE parameter is true.

MAXIMO_WEBSERVICE Determines the type of web service to use.

You must enter one of the following values:

  • true: Uses the SOAP web services.
  • false: Uses the REST web services. This is the default value for this parameter.
MAXIMO_SYSTEMThe EAM System name defined in the EAM System record in GE Digital APM. This value is unique for each user, and must match the value in the Name field in the EAM System family in GE Digital APM.
MAXIMO_CONNECTION_TIMEOUTThe duration, measured in seconds, until which the Maximo Adapters will wait for the connection to be established with the Maximo system before timing out. The recommended value is 30.
MAXIMO_RECEIVE_TIMEOUTThe duration, measured in seconds, until which the Maximo Adapters will wait for the response from the Maximo system before timing out. The recommended value is 60.
MAXIMO_REST_ASSETNAME This value is based on the Equipment object structure that you created in the Maximo system. The default value fis MIASSET.
MAXIMO_REST_FLOCNAMEThis value is based on the Functional Location object structure that you created in the Maximo system.The default value is MIOPERLOC.
MAXIMO_REST_SRNAMEThis value is based on the Service Request object structure that you created in the Maximo system.The default value is MISR.
MAXIMO_REST_WONAMEThis value is based on the Work Order object structure that you created in the Maximo system.The default value is MIWO.
EXTRACT_NUM_PARALLEL_JOBSDetermines the maximum number of Maximo background jobs allowed during extraction.The recommended value is 10.
IR_LOAD_NUM_PARALLEL_JOBSDetermines the maximum number of Maximo background jobs allowed during loading.The recommended value is 10.
ParametersDescription Default or Recommended Value
Common Filter
CHANGE_DATE_STARTThe data extracted is restricted to records changed on or after the date specified for this parameter.

A value is optional for this parameter.

You must enter a date in the following format: YYYYMMDD

CHANGE_DATE_END The data extracted is restricted to records changed on or before the date specified for this parameter.

A value is optional for this parameter.

You must enter a date in the following format: YYYYMMDD

CHANGE_TIME_STARTThe data extracted is restricted to records changed on or after the time specified for this parameter.

A value is optional for this parameter.

You must enter time in the following format: HHMMSS

CHANGE_TIME_ENDThe data extracted is restricted to records changed on or before the time specified for this parameter.

A value is optional for this parameter.

You must enter time in the following format: HHMMSS

SITE_IDThe site ID as defined in GE Digital APM.

A value is optional for this parameter. This value is unique for each user.

ParametersDescription Default or Recommended Value
Functional Location Specific Filter
LOCATIONA number that identifies the Functional Location whose data you want to extract.A value is optional for this parameter. This value is unique for each user.
LOCATION_TYPEThe ID of the Functional Location type whose data you want to extract.A value is optional for this parameter. This value is unique for each user.
LOCATION_STATUS The status of the Functional Location whose data you want to extract.A value is optional for this parameter. This value is unique for each user.
ParametersDescription Default or Recommended Value
Equipment Specific Filter
ASSETNUM The asset numbers of the assets that you want to extract.A value is optional for this parameter. This value is unique for each user.
ASSET_TYPEThe ID of the Asset type that will limit the assets extracted. A value is optional for this parameter. This value is unique for each user.
ASSET_STATUSThe asset status that will limit the Functional Locations extracted.A value is optional for this parameter. This value is unique for each user.
ParametersDescription Default or Recommended Value
Work History Specific Filter
EXTRACT_PARENT_WO_ONLYDetermines whether to extract only parent work orders.You must enter one of the following values:
  • true: Specifies that GE Digital APM should extract only the parent work orders from the Maximo system.
  • false: Specifies that the entire work history hierarchy should be extracted from the Maximo system.

The default value is false.

SERVICE_REQUEST_NOThe Service Request number that will limit the Service Requests extracted. A value is optional for this parameter. This value is unique for each user.
SERVICE_REQUEST_STATUSThe Service Request status that will limit the data extracted. A value is optional for this parameter. This value is unique for each user.
WORK_ORDER_NOThe Work Order number that will limit the Work Orders extracted. A value is optional for this parameter. This value is unique for each user.
WORK_ORDER_TYPEThe type of Work Order that will limit the Work Orders extracted. A value is optional for this parameter. This value is unique for each user.
WORK_ORDER_SYSTEM_STATUS The Work Order system status that will limit the Work Orders extracted. A value is optional for this parameter. This value is unique for each user.
WORKORDER_OR_SERVICEREQUEST_FILTER Determines if the Maximo Service Requests or Work Orders will be transferred to and from GE Digital APM.

For Work Order and Service Request extraction jobs, a value is required for this parameter. You can enter one of the following values:

  • SERVICEREQUEST: Loads only Service Requests.
  • WORKORDER: Loads only Work Orders. This is the default value.
Note: If no value is entered for this parameter, both Service Requests and Work Orders will be extracted.
ParametersDescription Default or Recommended Value
Miscellaneous
MANUAL_RUN Determines how the date parameters will be treated.

You must enter one of the following values:

  • true: The dates specified in the context file will be used. Additionally, the dates of the last successful run stored in the database will not be updated.
  • false: The date range used during the extraction will be the date of the last successful record, as stored in the database. Each time a job is run successfully, the database is updated with those dates, and all subsequent runs will use the dates from the last successful record.
REST_FILTER_LIMIT A numeric value that indicates the number of records that are extracted in one load in the failure table. The default value is 100.
MAXIMO_RS_COUNTLimits the amount of Maximo records extracted in one load. The default value is 1,000.
TARGET_CMMS_IDWithin a source system, this identifies a plant with unique culture settings. For example, if the default source system uses English with the identity of PLT-EN, but there is a plant attached to that source system that requires German, using the ID PLT-DE enables the successful transfer of data between GE Digital APM and the target plant.None.
ParametersDescription Default or Recommended Value
Maximo Notification Management
Important: You must configure the Maximo parameters for the parameters that correspond to your version of Maximo. For example, if you are using Maximo 76, configure the parameters in the MAXIMO76 section.
MAXIMO_USERIDThe Maximo system user ID.This value is unique for each user.
MAXIMO_PASSWORDThe Maximo system password.This value is unique for each user.
LANGUAGEThe alphabetical code that represents the language used for values in the records that are transferred from GE Digital APM.This value is unique for each user.
MAXIMO_REST_URLThe REST URL for Maximo Interface. This value is used if you want to use the REST web services to communicate with the Maximo system.

You must enter a value in the following format: http://<maximohost>:<port>/maxrest/rest/os

This value is not required if the value for the MAXIMO_WEBSERVICE_URL parameter is false.

Note: REST services are not fully supported in Maximo versions 7.1 and 7.5.
MAXIMO_WEBSERVICE_URL The web service URL for Maximo Interface. This value is used if you want to use the SOAP web services to communicate with the Maximo system.

You must enter a value in the following format: http://<maximohost>:<port>/meaweb/services

This value is not required if the value for the MAXIMO_WEBSERVICE_URL parameter is true.

MAXIMO_CONNECTION_TIMEOUTThe duration, measured in seconds, until which the Maximo Adapters will wait for the connection to be established with the Maximo system before timing out. The recommended value is 30.
MAXIMO_RECEIVE_TIMEOUTThe duration, measured in seconds, until which the Maximo Adapters will wait for the response from the Maximo system before timing out. The recommended value is 60.
MAXIMO_REST_SRNAMEThis value is based on the Service Request object structure that you created in the Maximo system.The default value is MISR.
MAXIMO_REST_WONAMEThis value is based on the Work Order object structure that you created in the Maximo system.The default value is MIWO.
MAXIMO_CREATE_WO_SRDetermines if the Maximo Adapter will transfer Maximo Work Orders or Service Requests.

For Notification Management jobs, a value is required for this parameter. You can enter one of the following values:

  • WO: Will transfer only Work Orders.
  • SR: Will transfer only Service Requests.
MAXIMO_DEFAULT_SITE_ID The site ID in the Maximo records.This value is unique for each user. You can enter the value of the Site record that is linked to the EAM System records that you are loading to Maximo.
ParametersDescription Default or Recommended Value
Queue
Note: The Queue parameters apply only to a cloud deployment.
QUEUE_HOST The queue host name.Enter your unique value, which was provided during installation.
QUEUE_HOST_1The additional queue host name.Enter your unique value, which was provided during installation.
QUEUE_HOST_2The additional queue host name.Enter your unique value, which was provided during installation.
QUEUE_PORTThe queue port.Enter your unique value, which was provided during installation.
QUEUE_PORT_1The additional queue port.Enter your unique value, which was provided during installation.
QUEUE_PORT_2The additional queue port.Enter your unique value, which was provided during installation.
QUEUE_USERThe queue user name.Enter your unique value, which was provided during installation.
QUEUE_PASSWORDThe queue password.Enter your unique value, which was provided during installation.
CUSTOMER_NAMEThe coded customer name.Enter your unique value, which was provided during installation.
ParametersDescription Default or Recommended Value
Email Notification
Note: The Email Notification parameters apply only to a cloud deployment.
EMAIL_TO Email address(es) to which the email will be sent.Enter your unique value.
EMAIL_FROMEmail address from which the email will be sent.Enter your unique value.
REPORT_TARGET_DIRDirectory where the report file will be delivered.Enter your unique value.
FAILURE_DETAIL_REPORT_JRXML_FILE_PATHDirectory where the failure report file will be delivered.Enter your unique value.
LOAD_SUMMARY_REPORT_JRXML_FILE_PATHDirectory where the load complete report file will be delivered.Enter your unique value.
SMTP_HOSTHost for SMTP installation on the APM Connect server.Enter your unique value.
SMTP_PORTPort for SMTP.The default value is 25.
LOAD_SUMMARY_REPORT_ENABLED

Indicates whether the load complete report will be loaded with each extraction.

You must enter one of the following values:

  • true: The load complete report, detailing the number of records that were extracted and successfully loaded into GE Digital APM, will be sent.
  • false: The load complete report will not be sent.
FAILURE_DETAIL_REPORT_ENABLEDIndicates whether the failure detail report will be sent when a record fails to load.

You must enter one of the following values:

  • true: The failure detail report, detailing the records that failed to load into GE Digital APM and the reason for failure, will be sent.
  • false: The failure detail report will not be sent.
ParametersDescription Default or Recommended Value
SFTP
Note: The SFTP parameters apply only to a cloud deployment.
SFTP_HOSTThe SFTP server host name.Enter your unique value, which was provided during installation.
SFTP_USERIDThe SFTP server user name.Enter your unique value, which was provided during installation.
SFTP_PASSWORDThe SFTP server password.Enter your unique value, which was provided during installation.
SFTP_PORTThe SFTP server port.Enter your unique value, which was provided during installation.
SFTP_LANDING_DIRDirectory where the shared files are stored.Enter your unique value, which was provided during installation.
SFTP_STAGING_DIR The temporary storage location for files that are waiting to be loaded.Enter your unique value (for example, C:\APMConnect\Staging).
USE_SSH_KEYDetermines if the SSH security configuration will be used by the adapters.

You must enter one of the following values:

  • true: SSH security configuration will be used.
  • false: SSH security configuration will not be used.
SSH_PRIVATE_KEYDirectory where the SSH key is stored.

Enter your unique value.

The SSH key must be generated by the user in the openSSH format. This key can be stored in any directory on the APM Connect server, but it is recommended to store it in the following folder: C:\APMConnect\Config

About Site Reference Configuration via the autojoin_control Table

The Equipment, Functional Location, and Work History records that are imported to GE Digital APM are assigned to a Site based on a Site Reference. In the Maximo adapter, the Site Reference is configured using the autojoin_control table in the Intermediate Repository.

In the table, the value in the site_reference column in each row defines the Site that must be used while loading the data defined by the SQL statement specified in that row. To modify the value assigned as the Site in the imported records, you must modify the value in the site_reference column.

Important: Site records corresponding to the Sites that you want to assign to the records must exist in GE Digital APM before you can import the records.

You can configure Site Reference in one of the following ways:

Direct Site Reference:
The Site Reference is configured with a specific site name (for example, Site 100).
Indirect Site Reference:
The Site Reference is configured to use the value in a specific GE Digital APM field to assign the Site in the imported records. The following fields can be used as Site References for records extracted from Maximo Systems:
  • MI_FNCLOC00_SITE_C
  • MI_EQUIP000_SITE_C

By default, in the autojoin_control table, the site_reference column contains the following values:

  • #MI_FNCLOCOO_SITE_C# for Functional Location records
  • #MI_EQUIPOO_SITE_C# for Equipment records

These values indicate that the site assigned to the Functional Location and Equipment records is determined by the value in the SITEID field in the Maximo system.

Additionally, in the autojoin_control table, if the value in the site_reference column is null or blank in a row, the records will be assigned with a Site based on the value specified in the defaut_site_reference column. The default value in the default_site_reference column is *Global*, which assigns the Site Global to the imported records.

In the autojoin_control table, the value in the site_reference column for the rows that define relationships of the Work History with Functional Locations and Equipment, determines the Site assigned to the Work History records loaded by the Maximo adapters.

Import the Maximo Notification Management File

You must import and configure the Notification Management file so notifications are generated correctly.

Procedure

  1. On the APM Connect server, navigate to folder: <root:>\APMConnect\Config.
  2. Copy the file connectServices.cfg to folder <root:>\APMConnect\Utilities\runtime\etc.
  3. Edit the file and provide these values for the listed parameters.
    ParameterValue
    contextDefault
    IR_HOSTIP address of the system containing the Intermediate Repository.
    IR_PORTPort number of the system containing the Intermediate Repository.
    IR_DATABASEThe database that contains the Intermediate Repository.
    IR_SCHEMAThe schema that defines the Intermediate Repository.
    IR_USERIDThe userid to access the Intermediate Repository.
    IR_PASSWORDThe password associated with the userid that accesses the Intermediate Repository.
    LOG_REQUESTfalse
    LOG_RESPONSEfalse
    Important: The path in the configuration file must use forward slashes (/).
  4. Save the file.
  5. Access the APM Connect installation package, and then copy the file connectServices.jar.
  6. Navigate to the following directory: <root:>\APMConnect\Utilities\runtime\deploy.
  7. Optional: If you already have an existing connectServices.jar file, delete it before copying the new file into the directory.
  8. Paste the copied file connectServices.jar in the directory.

Results

The notification management file is imported.

Configure Context Parameters

Procedure

  1. In the APM Connect Administration Center, in the Job Conductor workspace, select the MAXIMO_MASTER_INTERFACE Job.
  2. At the bottom of the Job Conductor workspace, select Context parameters.

    The Context parameters section appears, displaying the following parameters:

    Context ParameterDescription
    CONFIG_FILE_DIRECTORYThe file path to context files for the jobs.
    SYSTEM_TO_RUNName of the folder in which the context file is stored, and is the <system name> folder.
    LOG4J_CONFIG_FILEThe file path for Log4j.
    RUN_WORKHISTORYThe Work History Job.
    RUN_EQUIPMENTThe Equipment Job.
    RUN_FLOCThe Functional Location Job.
  3. Select the Active check box for each parameter whose custom value you want to edit.
  4. To save the custom value, press Enter.
  5. In the CONFIG_FILE_DIRECTORY Custom value box, enter the directory where the context files are stored. If the default configuration was followed, the path will be the following: <root:>\APMConnect\Config.
  6. Press Enter.
  7. In the SYSTEM_TO_RUN Custom value box enter:
    • The name of the system directory from which you want to extract data.

      -or-

    • * to extract from all systems.
  8. Press Enter.
    The master job is configured.

Create the Intermediate Repository Database

This topic describes how to set up a repository in preparation to run your first job.

Before You Begin

Important: If you are using both the Data Loaders and an EAM Adapter, you need only one Intermediate Repository Database.
  • Before you can prepare and deploy the repository, you must import the CreateIntermediateRepository job.
  • If you are using the Data Loaders and the EAM Adapters, you must deploy and run the CreateIntermediateRepository job for each set of adapters.
  • For SAP adapters, you must first run the Static Data job.
  • For multiple EAM systems, the context file parameter values for a specific type of system must be identical except for the value of CMMS_ID.
  • For multiple EAM systems, the Intermediate Repository Connection parameters have the same values for all adapters connected to this GE Digital APM system.
Important: Each time you run the CreateIntermediateRepository you recreate the GE Digital APM database to the baseline settings, removing any previous configuration. When you run the addSourceSystem job, the job will add new source systems based on the CMMS_ID and the SOURCE_SYSTEM_TYPE. If the job is run an additional time with the same configuration, it will reset the control values of an existing source system.

Procedure

  1. Log in to the APM Connect Administration Center web application.
    Note: The user logging in must have access to the Job Conductor by being designated the Operations Manager role. By default, users designated as administrators do not have Job Conductor permissions.
  2. In the Job Conductor workspace, in the appropriate project, select the CreateIntermediateRepository job.
  3. Select Context parameters.

    The Context parameters section appears.

  4. Configure the following parameter.
    Context ParameterDescription
    CONFIG_FILE_PATHThe file path to context files for the jobs.
    Important:
    • You must change the default value to reflect the actual path to your configuration file.
    • CMMS_ID and SOURCE_SYSTEM_TYPE must be set in the context file.
  5. Select Run.
    If you are configuring a single system, you have completed your configuration.
    The intermediate repository database is created for the project.

If you are configuring multiple EAM systems, perform the remaining steps in this topic.

  1. In the Job Conductor workspace, in the appropriate project, select the addSourceSystem job.
  2. Configure the following parameter.
    Context ParameterDescription
    CONFIG_FILE_PATHThe file path to context files for the jobs.
    Important:
    • You must change the default value to reflect the actual path to your configuration file.
    • CMMS_ID and SOURCE_SYSTEM_TYPE must be set in the context file.
  3. Select Run.
  4. Repeat steps 6 through 8 for all adapters.

Configure Site Reference Values

This topic describes how to modify the autojoin_control table in the Intermediate Repository, to assign site references to records using values other than those in the default configuration.

About This Task

Important: Site records corresponding to the Sites that you want to assign to the records must exist in GE Digital APM before you can import the records.

Procedure

Steps: Configure the Site Reference Value to Use an Indirect Site Reference Value

  1. Using a database browser tool, access your Intermediate Repository.

    A list of tables available in the repository appears.

  2. In the list of tables, navigate to the autojoin_control table, and then, in the data available for the table, locate the site_reference column.
  3. For each row in which you want to modify the Site Reference, in the site_reference column, modify the value using the following format: #FIELD_ID#, where FIELD_ID represents the ID of the GE Digital APM field from which you want to populate the site reference value.

    For example, if you want the Site Reference for the Equipment and Functional Location records to be assigned with the name of the CMMS System from which the data was extracted, then modify the value in the site_reference column with the following values:

    • Where the value #MI_EQUIPOO_SITE_C# occurs, replace the value with #MI_EQUIP000_SAP_SYSTEM_C#.
    • Where the value #MI_FNCLOC00_SITE_C# occurs, replace the value with #MI_FNCLOC00_SAP_SYSTEM_C#.

    MI_EQUIP000_SAP_SYSTEM_C and the MI_FNCLOC00_SAP_SYSTEM_C are fields in the Equipment and Functional Location records that store the name of the CMMS System.

  4. Save the autojoin_control table.

    Your changes are saved. When you import records into GE Digital APM from your Maximo system, the site assigned to the records will be based on the Site Reference that you specified in the autojoin_control table.

Steps: Configure the Site Reference Value to Use a Direct Site Reference

  1. Using a database browser tool, access your Intermediate Repository.
    A list of tables available in the repository appears.
  2. In the list of tables, navigate to the autojoin_control table, and then, in the data available for the table, locate the site_reference column.
  3. For each row in which you want to modify the Site Reference, in the site_reference column, replace the value with the name of the Site that you want to assign to the records.
  4. Save the autojoin_control table.
    Your changes are saved. When you import records into GE Digital APM from your Maximo system, the site assigned to the records will be the Site that you specified in the autojoin_control table.

Create Object Structures in Maximo

About This Task

To connect your Maximo system and your GE Digital APM system, you will need to create object structures in Maximo for the following:

  • Asset
  • Location
  • Work Order
  • Service Request

Procedure

  • Create Object Structure - Asset
    1. In the Go To Application column, select Integration, and select Object Structures.
    2. In the Object Structure window, in the Object Structure box, enter MXASSET, and then open the object structure.
    3. In the Go To Application column, in the More Actions section, select Duplicate Object Structure, and then enter the Object Structure name MIASSET.
    4. In the Source Object for MIASSET section, remove all objects except the ASSET object.
    5. In the Go To Application column, in the More Actions section, select Exclude/ Include Fields.
    6. In the Exclude/Include Fields window, in the Persistent Fields tab, clear the Exclude? check boxes on the rows corresponding to the following fields:
      • ASSETID
      • ASSETNUM
      • ASSETTYPE
      • CHANGEDATE
      • DESCRIPTION
      • INSTALLDATE
      • ITEMNUM
      • LOCATION
      • MANUFACTURER
      • PRIORITY
      • SERIALNUM
      • SITEID
      • STATUS
      • VENDOR
      • WARRANTYEXPDATE
    7. In the Non-Persistent Fields tab, select the Include? check box on the row corresponding to the DESCRIPTION_LONGDESCRIPTION field.
    8. Select OK.
  • Create Object Structure - Location
    1. In the Go To Application column, select Integration, and select Object Structures.
    2. In the Object Structure window, in the Object Structure box, enter MXOPERLOC, and then open the object structure.
    3. In the Go To Application column, in the More Actions section, select Duplicate Object Structure, and then enter the Object Structure name MIOPERLOC.
    4. In the Source Object for MIOPERLOC section, remove all objects except the LOCATION object.
    5. Add the ASSET object with LOCATION as parent and ASSET as relationship.
    6. In the Go To Application column, in the More Actions section, select Exclude/ Include Fields.
    7. In the Exclude/Include Fields window, in the Persistent Fields tab, clear the Exclude? check boxes on the rows corresponding to the following Fields:
      • CHANGEDATE
      • DESCRIPTION
      • LOCATION
      • LOCATIONSID
      • SITEID
      • STATUS
      • TYPE
    8. In the Non-Persistent Fields tab, select the Include ? check box on the row corresponding to the following fields:
      • FAILURECODE
      • PARENT
      • LOCPRIORITY
      • DESCRIPTION_LONGDESCRIPTION
    9. Select OK.
  • Create Object Structure - Work Order
    1. In the Go To Application column, select Integration, and select Object Structures.
    2. In the Object Structure window, in the Object Structure box, enter MXWO, and then open the object structure.
    3. In the Go To Application column, in the More Actions section, select Duplicate Object Structure, and enter the Object Structure name MIWO.
    4. In the Source Object for MIWO section, remove all objects except the WORK ORDER object.
    5. In the Go To Application column, in the More Actions section, select Exclude/ Include Fields.
    6. In the Exclude/Include Fields window, in the Persistent Fields tab, clear the Exclude? check boxes on the rows corresponding to the following fields:
      • ACTFINISH
      • ACTLABCOST
      • ACTLABHRS
      • ACTMATCOST
      • ACTSERVCOST
      • ACTSTART
      • ACTTOOLCOST
      • ACTTOTALCOST
      • ASSETLOCPRIORITY
      • ASSETNUM
      • CALCPRIORITY
      • CHANGEBY
      • CHANGEDATE
      • CREWID
      • DESCRIPTION
      • ESTLABCOST
      • ESTLABHRS
      • ESTMATCOST
      • ESTSERVCOST
      • ESTTOOLCOST
      • JPNUM
      • JUSTIFYPRIORITY
      • LEAD
      • LOCATION
      • OUTLABCOST
      • OUTMATCOST
      • OUTTOOLCOST
      • PMNUM
      • REPORTDATE
      • SCHEDFINISH
      • SCHEDSTART
      • SITEID
      • STATUS
      • TARGCOMPDATE
      • TARGSTARTDATE
      • WONUM
      • WOPRIORITY
      • WORKTYPE
    7. In the Non-Persistent Fields tab, select the Include ? box on the row corresponding to the DESCRIPTION_LONGDESCRIPTION field.
    8. Select OK.
  • Create Object Structure - Service Request
    1. In the Go To Application column, select Integration, and select Object Structures.
    2. In the Object Structure window, in the Object Structure box, enter MXSR, and then open the object structure.
    3. In the Go To Application column, in the More Actions section, select Duplicate Object Structure, and enter the Object Structure name MISR.
    4. In the Source Object for MIWO section, remove all objects except the service request object.
    5. In the Go To Application column, in the More Actions section, select Exclude/ Include Fields.
    6. In the Exclude/Include Fields window, in the Persistent Fields tab, clear the Exclude? check boxes on the rows corresponding to the following fields:
      • ASSETNUM
      • DESCRIPTION
      • LOCATION
      • SITEID
      • TICKETID
    7. In the Non-Persistent Fields tab, select the Include ? box on the row corresponding to the DESCRIPTION_LONGDESCRIPTION field.
    8. Select OK.

Create Web Services in Maximo

About This Task

Note: You must only complete this step if you are not using the REST services. REST services are not fully supported in Maximo versions 7.1 and 7.5.

To complete the connection between your Maximo and your GE Digital APM System, you need to deploy each of the following web services in your Maximo system:

  • MIASSET
  • MIOPERLOC
  • MIWO
  • MISR 

Procedure

  1. On the Go To Applications menu, select Integration, and then select Web Service Library.
    The Web Services Library page appears.
  2. In the More Actions section, select Create Web Service, and then select Create Web Service from Object Structure.
    The Create Web Service from an Object Structure Service Definition window appears.
  3. In the Source Name column, select the check box next to the web service name you want to create, and then select Create.
    The web service name appears in the Web Services Library list.
  4. In the More Actions tab, select Deploy to Product Web Service Container, and then select Deploy Web Service.
  5. Repeat Steps 1-4 to create the remaining web services.

Configure the Default Password

If you have enabled web service authentication in your Maximo system, then you must configure a default user name and password in Maximo.

Procedure

  1. In Maximo, select System configuration, and then select Platform configuration, and then select System properties.
  2. Search for the following property: mxe.int.dfltuser.
  3. For the mxe.int.dfluser property set the default user as mxintadm.
  4. Refresh your Maximo system, and then search for the following property mxe.int.dfltuserpassword.
  5. For the mxe.int.dfltuserpassword property, enter your default password, and then refresh your Maximo system.
    The default user name and password are configured.

What To Do Next

After configuring the default user name and password, you can run the web service, and authentication will be accomplished through the default user and password.

Set System Properties Settings for Web Service Response

Procedure

  1. In the Go To Application column, select System Configuration, select Platform configuration, and then select System Properties.
    The System Properties page appears displaying the Global Properties and Instance Properties.
  2. In the Global Properties section, navigate to the property mxe.int.keyresponse.
  3. On the mxe.int.keyresponse row, select .
    The row is expanded, and the Global Properties Details appear.
  4. In the Global Value box, enter 1.
    The Global Value is equal to 1.

Results

Setting the Global Value to one enables Service Request numbers or Work Order numbers on GE Digital APMRecommendation to be updated and the Request Number field will be populated. It allows the response returned during the update to contain key elements and will prevent the value from being null.

Create a Maximo EAM System Record

You must configure an EAM System record to establish a connection between any EAM system and GE Digital APM.

Procedure

  1. Create a new EAM System record.
  2. In the Datasheet ID box, select Maximo.
  3. In the Name box, enter the name of your system.
  4. If this system is the system to and from which you want to send data by default, select the Default EAM System? check box.
  5. In the System Type box, select Maximo.
  6. In the User ID box, enter a valid User ID.
  7. In the Password box, select .
  8. In the Enter EAM System Password window, in the Password box, enter the password that is associated with the specified user ID.
  9. In the Confirm Password box, reenter the password.
  10. Select OK.
  11. In the Web Service URL box, enter the URL for the Maximo Web Services that will extract the data.
  12. In the Language box, enter the code of the language for this connection (for example, EN).
  13. In the Service Request Family Name box, enter the table name for the Service Request in Maximo (this value is usually MISR).
  14. In the Work Order Family Name box, enter the table name for the Work Order in Maximo (this value is usually MIWO).
  15. In the WO or SR box, enter the default notification type to be created. This value can either be WO or SR.
  16. In the Default Site ID box, enter the Site under which the WO or SR should be created if it is not provided in the notification the system receives.
  17. Optional: Select Use Rest to have the system use REST requests to create service requests or work orders.
  18. Select .
    The EAM System record is saved.
  19. Select , and then select Test Connection.
    The connection parameters are verified, and the System ID box is populated with your EAM System Name.

Results

  • An EAM system record is created for the EAM system that defines a connection with GE Digital APM. The ID for this EAM record should now be used in the Name field of a Site Reference record.
  • Linking an EAM system to an EAM System record enables the APM Connect Adapters to create Notifications against that EAM System.

Enable Multiple Cultures From a Single Source System

To enable data flow when there are multiple cultures configured for a single source system, you must complete the following steps.

Procedure

  1. Create a context file for each culture originating from a specific source system.
    1. Assign a CMMS_ID and TARGET_CMMS_ID that indicates the culture.
      For example, consider a source system that supports both French and Spanish. Your CMMS_ID and TARGET_CMMS_ID for the two systems could resemble SRC1_client_FR and SRC1_client_ES.
  2. Create the Intermediate Repository database for the first CMMS_ID you define.
  3. For each additional CMMS_ID defined in Step 1.a, run the addSourceSystem job.
  4. For each CMMS_ID defined in Step 1.a, create an EAM system record, using the CMMS_ID in the System Name field.
  5. Select Test Connection for each EAM System record you created.

Results

You have configured APM Connect to support multiple cultures from a single source system.