SSZBD7_cd - Documentation Index
Table of Contents
Welcome
Overview
Application overview
Platform overview
IBM Maximo Monitor for Workplace Analytics
What's new
What's new in Maximo Real Estate and Facilities 9.2
What's new in Maximo Real Estate and Facilities 9.1
Release notes
Process flows
Accessibility
Keystrokes in Maximo Real Estate and Facilities
Installing
Upgrading
Upgrading the Maximo Real Estate and Facilities Platform
Upgrading the Maximo Real Estate and Facilities Application
Application upgrade best practices
Preparing to upgrade
Doing the upgrade
Testing strategies
Pitfalls and lessons learned
Application labeling and naming best practices
Object naming and revisioning
Naming or renaming objects
IBM application development naming conventions
Upgrade requirements and benefits
Terminology
Upgrade options
Benefits of object conversion
Benefits of object labels and revisions
Upgrade preparation
Pre-upgrade checklist
Patch helper workflows
Preparation steps
Before you begin
Upgrade process
Generate comparison report
Compare objects
Merge objects
Merging object types
Validate objects
Object label inheritance and merges
Upgrade next steps
Compare revisions and compare objects
Converting IBS_SPEC_ASSIGNMENTS to module level associations
Preparing to convert
Running the conversion
Verifying the conversion
Getting started
Application administrator
Application builder
Application user
Administering
Administering user access and permissions
User synchronization
Administering user security groups and permissions
Sample user roles
Enterprise roles
Workplace executive
Finance executive
Business Unit Manager
Requester roles
Request central user
Request central reserve user
Environmental sustainability roles
Environmental manager/planner and sustainability director
Operations and services roles
Operations executive
Facility assessment manager and facility assessment planner
Contact Center manager
Contact Center agent
Contract manager and purchasing manager
Inventory manager
Service Manager
Service technician
External service provider
Facilities roles
Facilities executive
Asset manager
Space Manager and space planner
Move manager and move planner
Reservation coordinator
Real Estate roles
Real Estate executive and Real Estate strategist
Real Estate transaction manager
Real Estate project team member
Real Estate abstractor manager
Real Estate abstractor
Real Estate contract manager
Lease accounting manager
Project roles
Projects executive
Program manager
Project Manager
Project team member
CAD roles
Maximo Real Estate and Facilities CAD user
Viewing user licenses
Defining security settings
Creating security groups
Deleting security groups
Configuring user information
Configuring user profiles
Configuring accessibility requirements
Contact roles
Erasing a user's personal information
Removing data from Maximo Real Estate and Facilities People records
Performing a global search and replace of user personal information
Performing a global search of Maximo Real Estate and Facilities
Reviewing search results
Performing a global replace throughout the Maximo Real Estate and Facilities system
Scheduling work
External mail server configuration
Creating calendars
Calendars
Creating calendar sets
Calendar sets
Communicating with users
Creating user messages
User messages
Creating approval processes
Creating approval templates
Creating approval requirements
Approvals
Notifications
Creating notifications
Creating notification requirements
Adding recipients to notifications
News
Administering with the Administrator Console
Accessing the Administrator Console
Administering admin users, agents, and processes
Admin user management
Granting admin access to users in Administrator Console
AES encryption
Agent administration
Agent configuration tables
Cache management
System information
Threads management
Workflow agents
Managing databases
Viewing Oracle AWR reports
The Database Query Tool
Administering DataConnect jobs
Business objects with staging tables
DataConnect jobs
Configuring S3 object storage
Configuring file encryption for S3 object storage
Troubleshooting S3 file encryption
Administering logs
Platform logging
Checking the performance timing logs
The server log file
Data Modeler error messages
Workflow builder error messages
Database error messages
Other error messages in the server log file
Troubleshooting the database
Setting user session timeout
Setting up Scheduler Manager
Cleaning up metadata and data
Using Metadata Analysis tool
Using Deep Cleanup process
Gathering troubleshooting data
MustGather Tool overview
Creating file bundle of data for problem diagnosis
Timezone migration
Managing timezone migration
Persistent storage and user files
Configuring cloud login
Configuring a third-party cloud OAuth IdP for Maximo Real Estate and Facilities
Adding the OAuth IdP certificate to the liberty truststore
Creating users in IBM Maximo Application Suite
Logging in to Maximo Real Estate and Facilities
Creating an OAuth application in Okta
Registering an OAuth application in Google
Registering OpenID with Azure
Creating Microsoft Azure Account
Registering OpenID Application with Microsoft Azure
Customizing records
Creating help records
List customization
Adding classifications to the hierarchy
Classifications
Configuring system information
System jobs
Database tables
Configuring offline content
Configuring email addresses to upload content
Configuring forms as offline content
Offline content
Best practices for optimizing performance
Network
System architecture and hardware
Database server
Tuning the database
Maintaining the database
IBM Db2
IBM Db2 server
IBM Db2 indexes
Benchmarks
Performance test indexes
Oracle database
Microsoft SQL Server
Tuning Microsoft SQL Server
Tuning the Microsoft SQL Server indexes
IBM Maximo Real Estate and Facilities
System properties
Reserve performance
Query and report performance
Workflow performance
Integration framework
Graphics
Troubleshooting and monitoring
Preparing to troubleshoot performance problems
Identifying performance problems
Monitoring the system
Gathering information for support
Globalizing applications
Options for globalization
Tasks to support globalization
Globalization of UX apps
Importing language packs
Language packs
Creating language codes
Finding imported languages
Importing language packs for data and labels
Globalizing record data
Internal values
Translated values
Changing the base language
Globalizing business objects by using the Data Modeler
Setting business object fields as localizable
Fields that cannot be localized by using Data Modeler
Object migration
Publication of business objects
Publication of language tables
Importing localizable data by using the Integration Object
Importing localizable data by using DataConnect
Runtime usage of globalized data
Globalized data in forms
Globalized data in workflow
Globalized data in reports
My reports
Community reports
Exporting data and labels for translation
Exporting labels and record data for translation
Export of database table indexes
Storage of translation files
Translating labels directly
Translating labels in the globalization manager
Translating labels in the navigation builder
Globalizing lists
Types of lists
Specifying list items in alternative languages
Globalizing date and time
Custom date and time formats
Defining date or date and time format
Globalizing currency
Currency
Creating currency conversion rates
Globalizing units of measure
Rounding rules for UOM values
Creating UOM types
Creating UOM values
Globalizing BIRT reports
Dates
Translations
Setting language preferences in profiles
Globalizing the Gantt scheduler
Changing the Gantt language
Globalizing the availability section
Changing the language in the availability section
Troubleshooting globalization
Troubleshooting import of language packs
Troubleshooting record data globalization
Troubleshooting UX globalization
Globalization exemptions
Managing Gantt scheduler
Introducing the Gantt scheduler
Gantt overview
What is the Gantt scheduler?
Related forms
Legacy versus current
Known limitations
Gantt project creation
How do you create projects with the Gantt scheduler?
Gantt strict mode
Calculate project from
Project calendar
Setting project calendar
Setting calendars for tasks
Setting project time zone
How do you apply a project template?
Gantt chart interface
Using the Gantt chart interface?
Task table
Tab view
Gantt task creation and updates
How do you update tasks in the Gantt scheduler?
Disabling delete
How do you delete tasks in the Gantt scheduler?
Undoing changes
Task types
Project tasks
How do you create tasks in the Gantt scheduler?
Percent complete
Task record
Disabling delete
Gantt milestones and planned tasks
How do you create milestone tasks?
How do you track actual versus planned tasks?
Configuring actual values
Gantt constraints and dependencies
What is the critical path?
Task slack
How do you add task constraints?
Constraint violations
How do you associate resources to tasks?
How do you create task dependencies?
Gantt chart
Task record
Lead time and lag time
Dependency violations
How do you delete task dependencies?
Locking started tasks
Gantt umbrella tasks and baseline view
Resetting baseline
Task record
Gantt chart
How do you view the baseline for tasks?
How do you create an umbrella task?
Gantt properties
What are the Gantt properties in TRIRIGAWEB.properties?
Gantt strict mode
Gantt lock started tasks
Gantt update actuals
Gantt timeout
Microsoft project import and export
How do you export Microsoft project files?
How do you import Microsoft project files?
How do you import Microsoft project files?
How do you export Microsoft project files?
Gantt scheduler quick reference
Quick reference for the Gantt scheduler
Legend 1: Row and cell colors in the Gantt task table
Legend 2: Bar colors in Gantt chart
Styling the Gantt scheduler
Styling the Gantt scheduler
Reverting the Gantt styling
Troubleshooting the Gantt scheduler
Managing graphics
Web graphics in IBM Maximo Real Estate and Facilities graphics sections
Labels, themes, layers, and hatches for web graphics
Labels
Themes
Layers
Configuring layer security
Graphics section hatches
Graphic tab options
Graphic reports
Graphic report options
Defining graphic reports
Applying graphic reports via a graphics section
Linked sections
Graphics section logs
Setting log information levels
Identifiers for entities in drawings
Configuring the user experience
Customizing portals and portal sections
Portal sections
Adding portal sections
Customizing portals
Customizing navigation components
Navigation components
Adding navigation items
Customizing navigation collections
Customizing navigation components for security groups
Customizing visual components
Importing styles and colors
Customizing styles
Restoring the default styles
Customizing the colors of the application components
Editing style sheets
Creating style sheets
Configuring platform style sheets
Customizing report logos
Tracking changes to objects
Core objects
Migrating objects between environments
Object migration overview
Object types supported by Object Migration
Dependents
Accessing the object migration tool
Object Migration page
Copying an import or export package
Exporting objects
Object export overview
Object migration export tips
Creating an export package
Object finder search parameters
Specifying objects to add to the export package
Adding objects to an export package
Adding UX objects to an export package
Specifying a workflow to run during import
Creating a file by using an export package
Importing objects
Uploading the migration package
Preliminary validations
Background uploads
Background uploads with import
Validating the migration package
Validation process
Package summary
Validating the package
Troubleshooting invalid objects
Combining import packages
Comparing objects
Comparison methods
Comparing all objects
Comparing an object in an uploaded package to the target system
Identifying objects that are identical
Identifying existing objects
Comparing two versions of the same workflow
Comparing two versions of the same UX content
Importing the migration package
Import process
Object migration import tips
Migrating database table indexes
Exporting database table indexes
Exporting all indexes of a table
Exporting individual indexes
Configuring the object migration log
Exporting workflows as text
Downloading UX content
Reporting in Maximo Real Estate and Facilities
Report manager
Report types
Building reports
Creating reports
Adding business objects to reports
Specifying report options
Adding related reports
Setting security access for reports
Defining report columns
Applying filters to a report
Filtering records based on associations
Creating editable reports
Comparing revisions of a report
Downloading and exporting reports
Specifying aggregation settings for metric reports
Drilling through metric reports
System reports
Other report settings
Creating chart templates
Defining fiscal periods
Changing list names
Defining emission factors
Processing federal XML reports
Uploading financial data
Defining ENERGY STAR ratings
Thresholds
BIRT reporting
Installing the BIRT application
Installing the Maximo Real Estate and Facilities plug-in for BIRT
Upgrading the Maximo Real Estate and Facilities plug-in
BIRT report process
Starter reports in IBM Maximo Real Estate and Facilities
Creating starter reports from query reports
Creating starter reports from forms
Importing starter reports into BIRT
Creating BIRT reports
Adding data sources
Data sets
Data types
Java objects
Parameters
Context for data requests
System fields
Globalization
Subreports
Custom functions
Preview BIRT reports
Exporting BIRT reports
Packaging BIRT reports
Uploading reports to Maximo Real Estate and Facilities
Report libraries
Associating documents to Maximo Real Estate and Facilities
Associating documents to query reports
Associating documents to forms
Configuring bulk print actions after object migration
Configuring bulk print actions in maintenance forms
Configuring bulk print actions in invoice forms
Report maintenance
Modifying reports without data set changes
Modifying reports with data set changes
Filter operators
Special values
Special names in the record field
Maximo Real Estate and Facilities Report Scheduler
Managing documents
CMIS administration and ECM integration
Publication records
Permissions to access document records
Permission levels
Workflows for document records
Configuring
Verification checklist
Security scan checklist
Timeout configuration
Properties files
TRIRIGAWEB.properties
TRIRIGAWEBDYNAMIC.properties
TRIRIGADB.properties
Cross-site scripting filters
Configuring agent processes
Business process agents
Starting and stopping agents
Attaching Microsoft Outlook messages
Configuring the build date warning
Configuring Pentaho Data Integration for Maximo Real Estate and Facilities
Enabling virus scan for files that are uploaded to Maximo Real Estate and Facilities
Managing portfolio data
Portfolio data overview
Portfolio record states and actions
Setting up your portfolio
Setting up specifications
Specifications overview
Space standard specification
Creating specifications
Setting up geographic information
Geography overview
Creating geography records
Managing your portfolio data
Managing organizations
Organizations overview
Creating organizations
Managing locations
Locations overview
Location status
Checklists
Location allocations
Space use classifications
Creating locations
Retiring locations
Managing people
People overview
Creating people records
Managing assets
Assets overview
Asset status
Creating assets
Retiring assets
Managing government data
Federal real property profile
Real property information model
Providing real property information model values
Managing contact roles
Contact role management
Assigning contact roles
Planning facilities, spaces, and moves
Strategic facility planning
Strategic facility planning overview
Strategic facility planning process flows
SFP overview
SFP portfolio setup
SFP application setup
Planning setup and forecasts
Planning
Manage scenarios
Strategic facility planning process
Strategic facility planning roles and portals
Business unit manager
Facilities executive
Space planner
Setting up the planning environment
Strategic facility planning preparation
Prerequisite portfolio setup
Level of detail
Naming
Geography
Location
Buildings
Space
Organization
People
Setting up the application
Application setup overview
Classifications
Building class classification
Demand driver category classification
Space class current classification
Space standard specification
Planning settings
Planning manager
Defining planning periods
Planning periods
Planning periods and notifications
Defining a planning period configuration
Defining forecast standards
Forecast standards
Modifying forecast standards
Thresholds
Defining the move cost estimates
Defining demand drivers
Demand drivers
Defining headcount demand drivers
Defining non-headcount demand drivers
Adding goal types
Defining planning environments
Planning environments
Planning data
Creating a planning environment
Setting the scope
Configuring contacts
Prerequisites for generating data
Generating planning data
Show processes and hide processes
Forecasting
Forecast data
Space forecast surveys
Completing forecast surveys
Portfolio planning
Portfolio plans
Defining a corporate-level portfolio plan
Defining a child-level portfolio plan
Entering goals, objectives, and risks for a portfolio plan
Goals, objectives, and risks
Adding goals to portfolio plans
Adding objectives to portfolio plans
Adding risks to portfolio plans
Space planning
Defining a space plan
Adding data to a space plan
Scenario planning
Space planning scenarios
Supply and demand analysis
Stack scenario planning
Evaluating and approving scenarios
Scenario evaluation
Scenario evaluation tool
Evaluating scenarios
Scenario approval and implementation
Scenario metrics
Environmental metrics
CO2 emissions
Emissions (carbon) intensity per GSF
Emissions (carbon) intensity per occupant
Energy use
Energy use intensity per GSF
Energy use intensity per occupant
Financial metrics
Cost of operations
Fixed assets (property) costs
Implementation costs
Investment return - IRR
Investment return - NPV
Investment return - ROI
Lease costs
Total estimated asset value
Total occupancy costs
Operational metrics
Area moved (USF)
Churn (disruption costs)
Churn rate
People moved
Time to complete (months)
Portfolio metrics
Density
Occupancy cost per person
Occupancy cost per area
Occupancy rate
Percent lease (rentable area)
Total area - gross
Total area - rentable
Total area - usable
Total number of buildings
Total number of floors
Total people
Dynamic space planning
Accessing dynamic space planning
Accessing from user interface
Accessing by using URL address
Analyzing the current baseline floor plan
Adding people to spaces
Adjusting the DSP display settings and layout
Adjusting the proximity slider for social distancing
Creating a scenario for the floor plan
Opening the staged scenario record for the new scenario
Creating a stack plan
Opening a stack plan for the scenario
Adding markup to floor plans
Managing drawings
Accessing drawing manager
Viewing drawings
Uploading a drawing
Upload a dxf file
Selecting layers
Attaching spaces
Setting the space class
Selecting spaces
Reviewing the drawing
Publishing the drawing
Managing spaces and moves
Space and move management process flows
Space and move management overview
Space setup
Create floor locations
Prepare and attach CAD drawings
Upload floor locations
Space allocation
Create organizations
Assign space allocations
Adjust shared allocations
People assignment
Create people
Asset assignment
Create asset
Assign asset to space
Move setup
Move tracking
Move assets
Move request
Initiate move request
Move planning
Complete work
Customer survey and response
Space audit and space utilization
Create space audit
Create space utilization
Configuring prerequisite tasks
Space and move settings
Classifying spaces
Space classifications
Standards for space classifications
Workpoint setting
Creating space class current records
Specifying entitlements for functional roles
Functional roles
Assigning functional roles to employees
Creating space standard specifications
Creating templates
Creating templates for move projects
Assigning contact roles to move projects
Managing spaces
Overview of space management
Space associations
Space audits
Associating spaces
Setting up space occupancy policies
Allocating spaces to organizations
Allocating areas to organizations
Assigning people to spaces from the people record
Assigning assets to spaces
Creating space assessments with the Perceptive app
Exclude from assessment
Space walker
Access the app
What is the space assessment app?
Exclude from assessment
Managing space assessments with the Perceptive app
Space Manager
Access the app
What is the space management app?
What is the space management app?
Space Manager
Planning spaces
Managing moves
Overview of move management
Managing move requests
Scenario: Managing an emergency move request
Creating move requests with the foundation UI
Creating individual move requests with the Perceptive app
Self-Service requester
Access the app
What is the move me app?
Creating group move requests with the Perceptive app
What is the group move app?
Access the app
Self-Service requester
Assigning people to spaces
Creating move work tasks
Closing move line items
Planning scheduled moves
Scenario: Planning a scheduled move
Creating move projects
Scheduling move projects
Planning strategic moves
Scenario: Planning a departmental move
Requesting design changes
Managing reservations and reservable resources
Overview of reservation management
Reservation process
Reservation types
Reservation roles
End-user roles
Technical roles
Setting up reservable spaces portfolio
Setting up spaces
Setting up reservable space details
Setting up food services
Setting up equipment services
Setting up reserve bulk updates
Setting up reservation groups
Setting up reservation space groups
Setting up resource downtime
Setting up reservation policies
Setting up reservation calendars
Setting up relative date-time
Set up data-time fields
Date-time use cases
Setting up application settings
Setting up work task templates
Example of setting up service plans and work task templates
Service plan for location reservations
Service plan for equipment reservations
Service plan for vehicle reservations
Setting up blanket purchase orders
Setting up resource entitlements
Setting up inventory items
Setting up assets
Setting up reservation queries with a defined search
Setting up reservation results in the availability section
Setting the maximum number of displayed resources
Setting the maximum number of meeting occurrences
Setting up the displayed columns
Setting up the calendar set of the hover tooltip query
Styling the availability section
V Globalizing the availability section
Troubleshooting the availability section
Setting up the room panel Perceptive app
Configuring the meeting rooms
Configuring the device
Reserving rooms, equipment, and vehicles
Creating reservations with the Room Reservation Perceptive app
Syncing with Microsoft Exchange
Creating reservations with the Room Search add-in
What is the Room Search add-in for Outlook?
Send invitation as an Outlook user
Creating reservations with the foundation UI
Creating reservations
Creating recurring reservations
Requesting reservations
Setting reservation preferences
Examples of reserving resources in Maximo Real Estate and Facilities
Reserving common resources
Reserving private resources
Managing real estate portfolios, leases, and assets
Planning Real Estate transactions and projects
Overview of Real Estate planning
Real Estate process flows
Real Estate planning roles
Real Estate planning templates
Real Estate plan types
Real Estate project types
Real Estate action requests
Organizing Real Estate plans
Managing leased and owned property contracts
Overview of contract management
Contract process flows
Real Estate overview
Real Estate contract abstraction and creation
Create an owned property contract
Create a Real Estate lease
Lease accounting assumption review
Contract administration
Payment processing
Operating expense management
Financial compliance
Adjust payments
Review the lease contract
Contract roles
Application administrator
Real Estate abstractor
Real Estate contract manager
Lease accountant
Asset manager
Creating security lockouts
Setting up contracts
Setting up fields and records
Classifications
Lists
Locations
Contacts
Setting up templates
Creating templates
Creating RE lease templates
Creating asset lease templates
Editing templates
Editing RE lease templates
Editing asset lease templates
Deleting templates
Deleting RE lease templates
Deleting asset lease templates
Setting up lease abstract defaults
Setting up OSCRE tools
Overview of OSCRE process
Setting up the properties file
Setting up administrator processes
Setting up application settings
Creating lease abstracts
Lease abstract records
Creating lease abstract records
Creating lease abstract records by sending offline forms
Creating lease abstract records by sending OSCRE .xml Files
Exporting lease abstract records by sending OSCRE .xml Files
Importing lease abstract records by sending OSCRE .xml Files
Creating leases and managing lease accounting
Overview of lease creation
Real Estate lease records
Asset lease records
Contract notifications
Overview of lease accounting
Lease accounting concepts
Likely term
Likely options
Lease classification
Fiscal line items
Straight line calculations
Initial adoption of the new standard
Local reporting
Prerequisite set up for lease accounting
Lease accounting default settings
Setting up format for existing fiscal calendar
Setting up initial lease records
Creating new leases
Creating index clauses
Creating options
Activating leases
Creating initial leases with local reporting
Setting up a new short-term lease
Setting up a day 1 loss lease
Exercising adoption options
Running the adoption process in Maximo Real Estate and Facilities
Transitioning existing leases by using carryover amounts
Accounting review for a new GASB lease
Setting up local reporting and adoption from the lease process form
Modifying a lease
Revising data using data revise
Revising data using Non-Lease-Accounting amendment
Bypass approval process for Non-Lease-Accounting amendment
Making amendments to leases
Opening the lease to modify
Modifying contractual factors
Changing assessment of likelihood to exercise an option
Copy and link to create a related lease
Returning a lease
Returning a lease to a lease accountant
Returning a lease to a contract administrator
Expiring a lease
Terminating a lease
Setting up journal entries
Setting up prerequisites for journal entries
Creating accounting calendars
Creating location specific quarters
Creating business units
Creating tax types
Creating general ledger codes for asset leases
Creating general ledger codes for Real Estate leases
Creating general ledger codes for subscription based IT arrangements (SBITA)
Creating a lease asset class
Adding a new currency conversion entry
Modifying a currency conversion entry
Deleting a currency conversion entry
Adding a new functional account
Creating a journal entry event setup template manually
Creating a journal entry setup template manually
Setting up segments for business units
Setting up contract accounting period close for a business unit
Creating a journal entry event setup manually
Creating a journal entry setup manually
Setting up asset classes in an existing journal entry setup template
Setting up asset classes in an existing journal entry setup
Processing contract journal entries
Correcting segment errors in journal entries
Using data utilities
Contract data setup utility
Assigning asset classes to existing leases
Assigning asset class GL codes to an existing journal entry setup
Removing all and recreating asset class GL codes to an existing journal entry setup
Assigning asset class GL codes to an existing journal entry setup template
Removing all and recreating asset class GL codes to an existing journal entry setup template
Creating contract summary balance for existing leases
General ledger code setup utilities
Creating general ledger codes from general ledger code templates
Assigning general ledger codes to a business unit
Lease local reporting utility
Contract bulk update utility
Update multiple leases business unit
Update multiple leases business unit by using associate all contracts
Issue multiple leases index adjustment calculators
Upload multiple documents on multiple leases
Creating a journal entry event setup from a journal entry event setup template
Downloading multiple real estate lease records as a single report
Creating owned property agreements
Owned property agreement records
Creating owned property agreement records
Requesting contract changes
Overview of contract maintenance
Requesting Real Estate data changes
Requesting asset lease contract changes
Requesting lease assumption changes
Managing payments
Managing invoices
Creating Real Estate invoices
Creating asset invoices
Managing payables
Processing payments
Releasing payments
Voiding payments
Stopping payments
Reconciling operating expenses
Calculating index adjustments
Applying an index adjustment calculator
Applying a new index adjustment
Calculating percentage rent reports
Managing receivables
Processing lease invoices
Processing lease receipts
Managing payment schedules
Creating payment schedules
Calculating partial payments
Creating prepayment payment schedules
Creating incentive payment schedules
Creating location-specific quarter payment schedules
Adding tax on payment schedules
Updating payment instructions
Adjusting payment schedules
Updating or splitting payment schedules
Updating tax rates
Updating only payment line items
Adjusting the start date of a payment schedule
Adjusting the start and end dates of a payment schedule
Viewing reports
Home portal
Viewing my reports portal
Viewing the reports tab
Running contract disclosure BIRT reports
Planning capital programs and projects
Program and project management for capital projects
Capital projects process flows
Capital projects overview
Project setup
Project creation
Project planning
Design the project
Manage the project
Project procurement
Build bid package
Send and analyze bids
Issue standard contract
Build RFQ package
Send and analyze RFQs
Issue purchase order
Project execution
Manage and authorize work
Start and complete work
Supervise progress and budget
Project closeout
Setting up projects
Templates in the project management process
Cost codes
Creating standard capital project cost code templates
Creating programs
Creating capital projects
Planning and managing projects
Budget management
Funding sources
Original budget estimates
Budget records
Schedule and task management
Project design process
Submittal records
Risk management
Permit management
Managing project procurement
Procurement management process
Bidding for vendors
The bidding process
Creating bids
Clarifying bids
Contracts with vendors
Standard contracts in the purchasing process
Awarding contracts from bids
Recording contract changes
Requests for quotes
Creating requests for quotes
Purchase orders
Awarding purchase orders
Purchase order invoices
Releasing payments
Project execution
Requests for information
Issues and changes
Daily journals
Project meetings
Project correspondence
Progress reports
Project and program closeout
Scheduling projects with Gantt scheduler
Analyzing workplace performance
Metric chart types and templates
Metric thresholds and queries
User roles and portals
Enterprise roles and portals
Workplace executive role
Finance executive role
Business Unit Manager role
Environmental Manager/Planner role
Operations roles and portals
Operations executive role
Facility assessment Manager/Planner role
Contact Center manager role
Contract manager and purchasing manager roles
Service Manager role
Service technician role
Facilities roles and portals
Facilities executive role
Space Manager/Planner role
Move Manager/Planner role
Real Estate roles and portals
Real Estate executive role
Real Estate contract manager role
Real Estate transaction manager role
Projects roles and portals
Project executive role
Program manager role
Project Manager role
Project container for project contexts
Performance management metrics
% On-time delivery – my projects metric
% On-time delivery – my tasks metric
% On-time delivery – Real Estate projects metric
% On-time payments - my Real Estate contracts metric
% portfolio leased metric
% savings from audits
Area per person – RE contracts metric
Average days outstanding metric
Average overall transaction score metric
Average overall transaction score – my projects metric
Callback index metric
Capital cost (actual vs. Budget) metric
Capital cost (budget vs. Actual vs. Forecast) metric
Capital renewal index metric
Change orders to budget metric
Change orders to contract metric
Churn rate (%) metric
Condition index metric
Contact Center efficiency metric
Contract On-Time completion rate metric
Cost of operations ($/area) metric
Cost of operations ($/person) metric
Cost of operations (by service type) metric
Cost per area (leased) – RE contracts metric
Cost per area (owned) – RE contracts metric
Cost per person – RE contracts metric
Cost per seat – RE contracts metric
Current budget to forecast metric
Custodial-Housekeeping costs / area ($/area) metric
Customer satisfaction - facilities metric
Density (area/person) metric
Density (area/workpoint) metric
Emergency task cost ratio metric
Emissions (carbon) (US tons CO2) metric
Emissions (carbon) intensity (lbs CO2 / GSF) metric
Emissions (carbon) intensity per occupant (tons CO2) metric
Emissions to air (lbs-mass) metric
Emissions to air intensity (kilograms / GSF) metric
Energy cost (USD) metric
Energy cost (USD) - energy type metric
Energy cost ratio (%) metric
Energy use metric
Energy use - energy type metric
Energy use by cooling degree day (kilowatt-hours) metric
Energy use by degree day total (kilowatt-hours / degree days) metric
Energy use by heating degree day (kilowatt-hours) metric
Energy use intensity (kilowatt hours / GSF) metric
Energy use intensity (megajoules / GSF) metric
Energy use intensity per occupant (kilowatt-hours / occupant) metric
Energy use intensity per occupant (megajoules / occupant) metric
Environmental checklist rating (%) metric
Environmental evaluation survey (%) metric
Environmental opportunity analysis metric
Environmental project efficiency ratio (USD / tons CO2) metric
Facility operating current replacement value (CRV) index metric
Green condition index metric
Implementation plan savings progress metric
Income per area (AR leases) metric
Maintenance costs / area ($/area) metric
Maintenance costs / area maintained metric
Mobility space rate (%) metric
Mobility worker rate (%) metric
Move cost ($/area) metric
Move cost ($/person moved) metric
My average transaction cycle time metric
My On-target service costs metric
My On-Time service responsiveness (turn-around time) metric
My overall customer satisfaction - operations metric
My project budget metric
My service time utilization metric
New construction cost / area metric
Occupancy rate (%) metric
On-target service costs metric
On-Time service responsiveness (turn-around time) metric
Operating cost (actual vs. Budget) metric
Operating cost (budget vs. Actual vs. Forecast) metric
Original budget to forecast metric
Outsource ratio metric
Overall customer satisfaction – all workplace organizations metric
Overall customer satisfaction – Portfolio Managers metric
Overall customer satisfaction – preferred providers metric
Overall customer satisfaction – preferred providers – my projects metric
Overtime utilization rate metric
Percent projects over budget metric
Percent projects over schedule metric
Percent RFI overdue metric
Preventive maintenance task completion ratio metric
Preventive maintenance to repair maintenance cost ratio metric
Project On-Time completion rate metric
Project schedule variance metric
Real Estate contract utilization – space use agreement metric
Renewable energy ratio (%) - energy type metric
Renewable energy ratio (%) metric
Renovation cost / area metric
Revenue / carbon emissions (USD / tons CO2) metric
Revenue weeks to target metric
RFI response time metric
Seat occupancy % – RE contracts metric
Seats per person – RE contracts metric
Security costs / area maintained metric
Service task cost metric
Service task volume metric
Service time utilization metric
Services customer satisfaction - operations metric
Solid waste metric
Solid waste - type metric
Solid waste recovery (%) metric
Solid waste recovery (%) - type metric
Space class breakdown (%) metric
Time utilization summary metric
Total cost of operations ($) / total business operating expense ($) metric
Total cost of operations / carbon emissions (USD / tons CO2) metric
Total occupancy cost (TCO) ($/area) metric
Total occupancy cost (TCO) ($/person) metric
Total occupancy cost (TCO) (by service type) metric
Utilities costs / area ($/area) metric
Vacancy cost – RE contracts metric
Vacancy rate – RE contracts metric
Water use metric
Water use intensity (CF / GSF) metric
Water use intensity per occupant (CF) metric
Work distribution ratio metric
Worker utilization rate (%) metric
Workplace total cost of operations ($) / business total revenue ($) metric
Workpoint utilization rate (%) metric
Related reports
% implementation plan progress by geography report
% On-time completion (my tasks) by project type report
% On-time completion (my tasks) by project report
% On-time completion (my tasks) by task type report
% On-time delivery by Portfolio Manager report
% On-time delivery by project type report
% On-time payment (my RE contracts) by organization report
% On-time payment (my RE contracts) by payment type report
% On-time payment (my RE contracts) by RE contract type report
% On-time payment (my RE contracts) by RE contract report
% savings from audits by RE contract report
Average days outstanding by organization report
Average days outstanding by payment type report
Average days outstanding by RE contract report
Building summary – imperial report
Building summary – metric report
Building summary report
Change order to budget report
Change order to contract report
Checklist items report
Condition indicators report
Contact Center communication report
Contract On-Time completion rate report
Cost code summary report
Cost per area - leased report
Cost per area - owned report
Cost per seat by organization report
Cost per seat by RE contract type report
Current budget to forecast and original budget to forecast reports
Move log summary report
My average transaction cycle time by project type report
My project budget report
New construction cost report
Organization financial summary report
Overall customer satisfaction by Portfolio Manager report
Overall customer satisfaction by preferred provider report
Overall transaction score by Portfolio Manager report
Percent projects over budget report
Percent projects over schedule report
Project On-Time completion rate report
Project schedule variance report
Project summary report
RE contract headcount by organization report
RE contract headcount by RE contract type report
RE contract utilization – space use agreements by organization report
RE contract utilization – space use agreements by RE contract type report
RE contract vacancy by organization report
RE contract vacancy by RE contract type report
RE costs by organization report
RE costs by RE contract type report
Renovation cost report
Revenue weeks to target by Portfolio Manager report
RFI response time and percent RFI overdue reports
Seat occupancy % by organization report
Seat occupancy % by RE contract type report
Seats per person by organization report
Seats per person by RE contract type report
Service survey listing report
Service task analysis by building report
Service task analysis by request class report
Service task cost analysis by building report
Service task cost analysis by request class report
Service task listing by building report
Service task listing by responsible org report
Space capacity report
Space class summary report
Time card summary report
Vacancy – Non-Allocated space report
Vacancy cost by organization report
Vacancy cost by RE contract type report
Worker type summary by Bldg/Floor report
Worker type summary by Organization/Building report
Implementing environmental sustainability for real estate
Overview of environmental sustainability management
Environmental data
Prerequisite setup for managing environmental sustainability
Application settings and classifications
Application settings
Classifications
Energy rating classifications for ENERGY STAR ratings
Configuring sustainability settings
Configuring general sustainability settings
Configuring utility meters
Configuring carbon calculation requests
Configuring energy regions
Configuring emission factors
Configuring energy emission factors
Configuring travel emission factors for distance
Configuring travel emission factors for usage
Configuring waste emission factors
Configuring global warming potential emission factors
Configuring templates for environmental sustainability
Configuring survey templates
Configuring checklist templates for environmental sustainability
Configuring checklist categories for environmental sustainability
Configuring checklist items for environmental sustainability
Configuring integration templates for environmental sustainability
Configuring weather stations and data for environmental sustainability
Configuring weather stations
Entering weather data
Integrating Maximo Real Estate and Facilities with the ENERGY STAR Portfolio Manager
ENERGY STAR ratings
Integrating Maximo Real Estate and Facilities with ENERGY STAR Portfolio Manager
Configuring ENERGY STAR settings
Configuring meters for ENERGY STAR ratings
Configuring meter type classifications for ENERGY STAR ratings
Creating utility meters for ENERGY STAR ratings
Configuring baseline and target setup
Creating accounts for the ENERGY STAR test server
Connecting to the ENERGY STAR live server
Working with data utilities for environmental sustainability
ENERGY STAR XML schema
Validating energy rating information
Migration of ENERGY STAR for existing users
Migrating energy spaces
Validating integration for environmental meter logs
Prerequisite setup for using Maximo Real Estate and Facilities Real Estate Environmental Sustainability Impact Manager
Business objects used by Maximo Real Estate and Facilities Real Estate Environmental Sustainability Impact Manager
Monthly fact table - t_triassetenergyusemfact
Daily fact table - t_triassetenergyusedfact
Hourly fact table - T_TRIASSETENERGYUSEHFACT
Hourly fact table - t_triassetanalytichfact
Measuring environmental impact
Examples for measuring environmental impact
Example: Calculating carbon footprint
Example: Lowering energy consumption
Carbon footprint calculations
Carbon calculations process
Carbon footprint calculation formulas
Sustainability checklists
Collecting environmental data into Maximo Real Estate and Facilities
Manually entering environmental data
Creating environmental logs by using utility invoices
Creating environmental logs by sending offline content records
Automated collection of environmental data
Creating energy logs from the hourly fact table
Configuring utility rate plans
Scheduling the creation of energy logs from hourly fact table data
Creating building portfolios for ENERGY STAR submissions
Creating location data for ENERGY STAR ratings
Creating energy rating records
Integrating Maximo Real Estate and Facilities with the ENERGY STAR Portfolio Manager
ENERGY STAR ratings
Integrating Maximo Real Estate and Facilities with ENERGY STAR Portfolio Manager
Configuring ENERGY STAR settings
Configuring meters for ENERGY STAR ratings
Configuring meter type classifications for ENERGY STAR ratings
Creating utility meters for ENERGY STAR ratings
Configuring baseline and target setup
Creating accounts for the ENERGY STAR test server
Connecting to the ENERGY STAR live server
Requesting ENERGY STAR ratings
Manually requesting ENERGY STAR ratings
Configuring the energy rating schedule
Troubleshooting information for ENERGY STAR integration
ENERGY STAR error messages
Locating errors
Environmental data analysis
Calculating the carbon footprint
Scheduling carbon calculations
Calculating the carbon footprint
Troubleshooting carbon calculations
ENERGY STAR rating results
Energy rating results
ENERGY STAR metrics
Energy rating certification
Energy rating comparison average
Energy rating improvement
Projected yearly savings
Ranking by quartile
Entering data into a checklist
Managing environmental impact
Examples for managing environmental sustainability
Example: Creating and analyzing opportunities
Example: Preparing for LEED certification
Example: Testing the efficiency of new motion sensors by using an analytic rule
Analyzing energy data by using analytic rules
Rule definitions
Rules engine workflow
Event summary workflow
Predefined analytic rules
Planning new analytic rules
Creating classifications
Creating data points in the hourly fact table
Creating and modifying analytic rules
Creating or modifying an analytic rule definition
Creating a rule engine workflow
Creating an event summary workflow
Running analytic rules
Asset analytic process
Creating an asset analytic process
Filtering hourly fact data
Running an asset analytic process
Scheduling asset analytic processes
Reviewing analytic events
Analytic performance
Troubleshooting analytic rules
Verifying the asset analytic process configuration
Verifying the rule definition configuration
Debugging the rule engine workflow
Verifying the data in the fact table
Pruning events
Reducing environmental impact
Examples for reducing environmental impact
Example: Improving occupancy rate
Example: Releasing vacant facilities
Reference information
Application settings record
Energy log form
Energy star validation item form
Utility invoice form
Utility invoice line item form
Maintaining operations and services
Managing services
Service management process flows
Maintenance and service management overview
Service setup
Auto-created projects
Auto-created tasks
Auto-created task for each asset or location
Project or task assignment setup
Task assignment setup for each asset or location
Service initiation
Contact Center
Self-service portal
Planned maintenance
Project or task creation
Service assignment
Resource assignment
Service fulfillment
Complete project
Complete task
Service management process
Setting up service management
Service management setup overview
Request class
Service plans
Assignment rules
Location-based filtering
Procedures
Reading groups and logs
Service assignment matrix records
Default values
Required criteria
Auto assignment
Knowledge base and solution records
Setting up request class records
Setting up service plans
Setting up procedures
Setting up reading groups
Generating service assignment matrix records
Adding solution records to the knowledge base
Configuring work time and cost estimates
Setting up estimates with the Service Management Setup wizard
Setting up estimates for service agreements
Using the service management setup wizard
Requesting corrective maintenance
Service requests
Submitting self-service requests with the foundation UI
Submitting self-service requests with the Perceptive app
Submitting requests with the Workplace Services portal
Locating people and rooms
Receiving requests in the Contact Center
Scheduling preventive maintenance
Preventive maintenance records
Schedule-based PM schedules
Reading-based PM schedules
Setting up job plans
Setting up PM schedules
Assigning work tasks
Work plan records
Creating work plan records
Assigning resources to tasks with the foundation UI
Setting up unavailable time
Fulfilling work tasks in the work task app
Fulfilling work tasks in the work task services portal
What is offline mode?
Access the apps from the portal
Access the portal
Access the apps from the portal
What is offline mode?
Assigning resources to tasks with the Perceptive app
Service supervisor
Access the app
What is the work planner app?
Enabling offline mode in the Perceptive apps
Enable offline mode
Configure offline mode
Sending surveys to evaluate services
General evaluation surveys
Creating general evaluation survey templates
Sending general evaluation surveys
Managing inventory
Inventory valuation methods
Unit price
Inventory cost groups
Inventory management roles
Integration with other applications
Setting up inventory business objects
Setting up inventory classifications
Setting up inventory specifications
Setting up and maintaining inventory locations
Setting up inventory location groups
Setting up primary locations
Setting up inventory storage area
Setting up inventory items
Inventory items
Inventory batches
Setting up inventory items
Moving items in and out of inventory
Inventory transactions
Moving inventory items by using adjustments
Adjustment transactions
Adjusting quantities of inventory items
Transferring items between storage areas
Assigning cycle count work tasks
Ordering and receiving inventory items
Ordering inventory items
Receiving inventory items
Setting up automatic reorder
Holding and backordering inventory items
Placing inventory items on hold or backorder
Withholding inventory items as safety stock
Setting up automatic reorder
Issuing, returning, and loaning inventory items
Issuing or returning inventory items
Creating issue tickets for material orders
Issuing items by using Quick Fill tickets
Assigning work tasks for picking inventory
Creating reservations against inventory
Counting and picking inventory items
Counting inventory items
Picking inventory items
Managing procurement
Procurement management process
Initiating the purchasing process
Bidding for a vendor
Bidding process
Creating bids
Clarifying bids
Requesting a proposal
Request for proposal
Creating requests for proposals
Requesting a quote
Requests for quotes
Creating requests for quotes
Sending bids and requests to vendors
Awarding contracts from bids
Awarding purchase orders
Managing contracts with vendors
Contracts
Creating standard or prime contracts
Recording changes in contracts
Creating blanket purchase orders
Creating purchase orders from blanket purchase orders
Creating service agreements
Organizing products and services
Products, services, and catalogs
Setting up product and service records
Setting up product catalogs
Setting up request catalogs
Purchasing products
Purchasing products with procurement cards
Procurement cards
Creating procurement card records
Requisitioning purchases
Purchase requisitions
Creating purchase requisitions
Adding products to purchase requisitions
Ordering purchases
Purchase orders
Creating purchase orders
Receiving products
Returning products
Paying for products and services
Invoicing vendors
Invoices
Creating contract invoices
Creating task invoices
Creating utility invoices
Creating purchase order invoices
Releasing payments
Assessing and improving the physical condition of facilities
Overview of facility assessment
Facility condition index and system condition index
Prerequisite setup and planning
Building system classification and related classifications
Condition-related classifications
Building system items
Building system templates
Assessing the current condition of facilities
Managing facility data
Inspection requests
Opportunities
Opportunity analysis
Selecting opportunities and requesting funding
Funding requests
Addressing opportunities
Integrating
Integrating with Maximo Manage
Maximo Manage integration overview
Integration scope and scenarios
Planning the integration
Review the standard field mappings
Configuring the Maximo Manage integration
Configuring API key access for the integration
Mapping locations to Maximo Manage
Manage Integration Manager application
Mapping top-level locations to Maximo Manage sites
Mapping buildings to Maximo Manage systems
Configuring alternate primary keys
Configuring the default space class
Mapping locations to Maximo Real Estate and Facilities
Setting up outbound communication to Maximo Real Estate and Facilities
Setting up Apache Kafka as a message provider
Setting up JMS as a message provider
Assigning security groups
Enabling event listeners for publish channels
Enabling the MREF external system and message queues
Initial location loading from Maximo Manage
Enabling the integration in Maximo Real Estate and Facilities
Loading assets from Maximo Manage
Integration reference
Location data mapping
Asset data mapping
Work order data mapping
Status mapping
Integration Manager fields and settings
Location hierarchy rules for Maximo Manage integration
Call Workflow REST API
MAS Sync Config fields
Integration system properties in Maximo Manage
Integration artifacts in Maximo Manage
Integrating Maximo Real Estate and Facilities with Microsoft Exchange
Configuring communication from Microsoft Exchange to Maximo Real Estate and Facilities
Configuring subscriptions for Spaces
Configuring communication from Maximo Real Estate and Facilities to Microsoft Exchange
Configuring IBM Maximo Real Estate and Facilities with Microsoft Exchange 365 and OAuth
Configuring Maximo Real Estate and Facilities
Configuring IBM Maximo Real Estate and Facilities to support multiple Exchange 365 tenants
Configuring OAuth authentication for incoming mail agent
Installing the Room Search add-in in Microsoft Outlook
Registering OAuth to integrate Maximo Real Estate and Facilities server with Exchange
Registering OAuth application for reserve server
Registering OAuth provider in Maximo Real Estate and Facilities
Registering OAuth to integrate the Maximo Real Estate and Facilities reserve perceptive app with Exchange
Registering OAuth application for Perceptive app
Entering OAuth Provider in Maximo Real Estate and Facilities for Perceptive app
Configuring OAuth for an Outlook Add-in using Azure App Registration
Importing Microsoft 365 SSL certificate
Troubleshooting Microsoft Exchange integration
How can I verify that meeting requests are being sent to Maximo Real Estate and Facilities (SMTP)?
How can I verify why Maximo Real Estate and Facilities is not accepting or declining meetings, but Exchange is?
How does Reserve match a user in Maximo Real Estate and Facilities?
How is the Default Reserve User Email field value used?
How is the Create External Contact for Unknown Exchange User? flag used?
Why is a calendar entry created when no matching user is found?
What happens if Reserve finds multiple Maximo Real Estate and Facilities user profiles with the same email address?
Does Reserve ignore retired Maximo Real Estate and Facilities user profiles with matching email addresses?
Is there a way to capture errors, such as when no matching Maximo Real Estate and Facilities user is found?
Is there any provision for resynchronizing Maximo Real Estate and Facilities and Exchange resource calendars?
Can you clarify the syntax for user credentials under the different types of authentication?
Can you clarify the use of a mailbox database with multiple Exchange servers?
Do I need to take Maximo Real Estate and Facilities offline when Exchange is down for maintenance?
How to resolve the error that is displayed while creating a reservation in the Perceptive app?
Developing with Graph Subscriptions
Integrating, publishing, and reporting on CAD and BIM information
Integrating, publishing, and reporting on CAD drawing information
Maximo Real Estate and Facilities Connector for CAD
Maximo Real Estate and Facilities Connector for CAD requirements
Maximo Real Estate and Facilities Connector for CAD security
Application definitions
CAD drawing requirements
Drawing standards
Boundaries
Modified regions
Installing and upgrading Maximo Real Estate and Facilities Connector for CAD
Installing Maximo Real Estate and Facilities Connector for CAD
Silent mode: Installing IBM Maximo Real Estate and Facilities Connector for CAD
Upgrading Maximo Real Estate and Facilities Connector for CAD
Upgrading CAD drawings from previous version
Verifying the installation or upgrade process
Verifying the installation or upgrade process for AutoCAD
Verifying the installation or upgrade process for MicroStation
Uninstalling Maximo Real Estate and Facilities Connector for CAD
Configuring user preferences
Configuring attach preferences
Configuring connection preferences
Configuring drawing preferences
Configuring environment preferences
Configuring legend preferences
Configuring publish preferences
Configuring report preferences
Configuring a full path display of the space class field values
Verifying drawing precision and insertion scale
Attaching drawings, drawing objects, and boundaries to Maximo Real Estate and Facilities records
Attaching a drawing, and multiple drawing and boundary objects at one time
Attaching drawing files and required layers or levels to records
Modifying child records from a CAD drawing
Attaching individual drawings, drawing objects, and boundary objects
Attaching a drawing to a record
Attaching required areas for a top-level record
Attaching drawing objects to records
Inserting Maximo Real Estate and Facilities objects into a drawing
Processing drawings in batch mode
Attaching drawing files and required layers or levels in batch mode
Uploading child records from CAD drawings in batch mode
Selecting the drawing files and records to process in batch mode
Configuring default values for required fields
Detaching drawings and drawing objects with detach actions
Modifying the records to attach drawing information
Publishing the drawing information
Editing Maximo Real Estate and Facilities records from CAD drawing objects
Editing a record from a drawing object
Editing record values in batch mode
Editing child records from a drawing
Creating associations for drawing objects
Removing associations for drawing objects
Creating planning drawings
Synchronizing changes between CAD drawings and Maximo Real Estate and Facilities records
Customizing an application definition
Application definition components
CAD mappings
Special fields
Associated objects
CAD hierarchy
Application definition record
Creating a custom application definition
Scenario: Designing a custom application definition for a server room
Reports
Labels
Graphic reports
Hatches
Configuring hatch patterns in the Maximo Real Estate and Facilities environment
Themes
Commands for menu items in AutoCAD
AutoCAD command line API specification
Integrating, publishing, and synchronizing BIM information
Overview
Using BIM with Maximo Real Estate and Facilities
Download and Supported software
Supported features
Maximo Real Estate and Facilities Connector for BIM
Configuring Maximo Real Estate and Facilities server
Directly editing the TRIRIGAWEB.properties
Editing the Maximo Real Estate and Facilities admin console
Connector profiles
Connecting to Maximo Real Estate and Facilities servers
Logging in to Maximo Real Estate and Facilities
Configuring servers
Configuring using SSO
Logging out
Network service boundary
Setting up model configuration
Defining project settings
Sample naming rules
Populate parameters
Schedules
Space use class
Property sheet
Bulk
Areas from rooms
Creating areas from rooms
Room filter
Map areas to rooms tool
Validate tool
Defining relationships with parameter mapping
Integrating the models
Publish status
Publish model
Upgrade
Verifying the server
Building
Integrating the building with Maximo Real Estate and Facilities
Managing the location hierarchy
Staging records
Validation and update
Levels
Rooms
Spaces
Areas
Families
Assets
Shafts
Detach
Updating parameters
Viewing Maximo Real Estate and Facilities data
Reserve properties
Autodesk Platform Services Model Administration
Setting up Autodesk Platform Services
Registering with Autodesk Platform Services and creating an application
Entering Autodesk Platform Services credentials in Maximo Real Estate and Facilities
Configuring Maximo Real Estate and Facilities for accessing Autodesk Platform Services Management tool
Autodesk SSL Certificate
Retrieving the certificate
Importing the certificate into the JVM trust store
Removing the certificate from trust store
Configure BIM service
Prepare Autodesk Forge viewer
Prepare BIM model files
Associate BIM models with buildings
Exporting Navisworks models
Exporting the model
Enhancing the model
Importing models into Autodesk Platform Services
Managing model storage
Creating a storage container
Deleting a storage container
Rights to a storage container
Managing model files
Uploading model
Translating models
Working with multi-file models
Model details
Deleting a model
Associating translated models with buildings
Previewing models in the viewer
Advanced viewer options
Autodesk Platform Services Viewer toolbar and features
Best practices
Troubleshooting
Configuring IBM Maximo Real Estate and Facilities Connector for BIM
Support sync to Maximo Real Estate and Facilities
Changing supported asset types
Adding new specifications and asset types
Adding additional Revit categories to family and asset integration
REST API support
UX BIM view
Integrating data with external applications
Integrating data with the integration object
Overview of the Maximo Real Estate and Facilities integration object
Data schemes
Database tools
File tools
HTTP post tokens
Outbound queries
Data maps
Response maps
Data validation
Importing or exporting data with database tables
Importing data with the database scheme
Exporting data with the database scheme
Importing or exporting data with files
Importing data with the file scheme
Exporting data with the file scheme
Importing data into DataConnect staging tables
Importing data with the DataConnect scheme
Exporting data with the HTTP protocol
Exporting data with the HTTP post scheme
Exporting data in Esri geocoding integrations
Integration execution
Execution from forms
Execution from custom tasks
Execution from URLs
Execution of DataConnect processes
Error handling
Integration elements
Outbound formats
Object upgrades
Object migrations
Object elements
Object versions
Standard workflows
Standard queries
Standard lists
Integrating data with the IBM Maximo Real Estate and Facilities Connector for Esri Geographic Information System (GIS)
Adding GIS maps to portals and forms
Configuring GIS maps
Adding custom GIS portal sections
Configuring ArcGIS servers behind a firewall
Configuring Esri JavaScript API behind a firewall
Switching from resource file to online Esri JavaScript API
Esri data services and Maximo Real Estate and Facilities tools
Esri integration points
Maps in GIS portal sections
Maps in GIS form tabs
GIS map elements
Extents
Queries
Basemaps
Layers
Icons
Widgets
Widget groups
Geometry services
Preview preferences
Troubleshooting GIS maps
Common issues with GIS maps
Removing duplicate records from GIS maps
Configuring Maximo Real Estate and Facilities Indoor Maps
Configuring Esri
Links to Esri documentation
Getting the Esri IDs and network URL
Logging in to the Esri portal
Obtaining Esri map IDs
Obtaining Esri building ID and Esri floor ID
Obtaining Esri network URL
Configuring indoor maps
Enabling latitude and longitude
Enabling buildings
Enabling floors
Increasing the size of URL fields for Esri maps
Configuring the proxy server
Configuring Esri security certificates for trusted connections
Adding the model to a security group
Troubleshooting
Integrating data with the Maximo Real Estate and Facilities Connector for Business Applications
Overview of the Maximo Real Estate and Facilities Connector for Business Applications
Architecture
Getting started
Tips for client creation
Web service methods
acceptActionItems
associateRecords
deassociateRecords
deleteCurrencyConversionRates
getActionItems
getAllAssociatedRecords
getApplicationInfo
getAssociatedRecords
getAssociationDefinitions
getAssociationDefinitionsByName
getAvailableActions
getChildren
getCurrencies
getCurrencyConversionGroups
getCurrencyConversionRates
getDefaultGUI
getDefaultGUIActions
getDefaultGuiId
getDefaultGuiStructure
getGUI
getGUIs
getGUIsByName
getGUIStateTransitions
getHierarchyMetadata
getHierarchyMetadataByModuleId
getHierarchyMetadataByModuleName
getHttpSession
getListByTypes
getListItems
getModuleId
getModules
getNamedQueryType
getObjectType
getObjectTypeActions
getObjectTypeByName
getObjectTypeId
getObjectTypeListByModuleId
getObjectTypeListByModuleName
getProjectId
getProjects
getRecordDataHeaders
getRecordState
getRequiredGuiFieldNames
getRootRecordId
getTargetRecords
getUserLicenses
putCurrencyConversionRates
Register
runDynamicQuery
runDynamicQueryContinue
runNamedMetricQuery
runNamedMetricQueryContinue
runNamedQuery
runNamedQueryContinue
runNamedQueryMultiBo
runNamedQueryMultiBoContinue
runNamedQueryMultiBoLocalized
saveRecord
terminateSession
triggerActions
Web service content methods
getContentFieldsDefinition
Upload
Download
Copy
uploadFrom
downloadTo
Delete
getContentLength
getChecksum
Data transfer objects glossary
Integrating data with the DataConnect tool
Overview of the DataConnect process
Staging table settings
Business object publication
Business object deletion
Job business objects
Mechanisms to move data into tables
Staging table fields
Dc_job table fields
ETL maps
Workflows to move data into records
Workflow task settings
Workflow calls
Runtime data validations
Iteration statuses
Temporary data
DataConnect agent
Workflow processing
Maintenance Agent
Common issues with DataConnect
Tips for operating DataConnect
Integrating data with the Data Integrator
Overview of the Data Integrator process
Field types
Requirements
Functional requirements
Usability requirements
Tab-delimited files
Header files
Header files for non-hierarchical modules
Header files for hierarchical modules
Creating header files
Preparing associative uploads
Association strings
Identifying associations
Verifying association rules
Adding associations to header files
Preparing workflow tasks for associative uploads
Uploading data
Uploading data manually
Uploading data with batch uploads
Batch upload settings
Scheduling batch uploads
Batch upload termination
Tips for operating Data Integrator
Integrating data with the Data Load Manager
Data load sets
Creating data load sets and data load items
Process data load sets in the Data Load Manager
Generating spreadsheets from the Data Load Manager
Creating a data load spreadsheet
Data load spreadsheet validation macros
Uploading a data load spreadsheet
Processing and loading sample data by using the Data Load Manager
Configuring the sample data
Modifying the data source
Implementing data load changes
Loading sample data
Portfolio sample data
Integrating data by using the OSLC REST API
Getting started with OSLC integration
Creating prerequisites on the server
Configuring OSLC on the server
Using the advanced REST client
Integrating as an OSLC consumer
OSLC components
OSLC terminology
Service providers and service provider discovery
OSLC namespaces
OSLC operations and resources
Resource shapes
Shape documents
Number fields
List and UOM properties
ETags
URIs for OSLC
Working with OSLC resources
Querying OSLC resources
Query by using GET or POST methods
OSLC query parameters
Language and time zone settings
Creating OSLC resources
Creating records that are associations of primary records
Updating OSLC resources
HTTP PUT method
HTTP PATCH method
Deleting OSLC resources
Working with attachments and binary data
OSLC attachment processing
OSLC binary data processing
Administering OSLC resources
OSLC security
Password changes
Expired passwords
OSLC logging
Troubleshooting OSLC
OSLC explanations for HTTP codes
Integrating data by using the ETL transform process
Data structures
Extending connector functions
Overview of extended functions
Custom class loaders
Custom classes and custom tasks
Class loader development mode
Servlet proxies
Servlet proxy access
Adding resource files to class loaders
Configuring servlet proxies
Troubleshooting extended functions
Common issues with extended functions
Integrating with Maximo Real Estate and Facilities Connector for Envizi
Configuring App Connect
Adding accounts for S3 server and HTTP connectors
Importing and configuring App Connect flows
Configuring Maximo Real Estate and Facilities for integration
Importing the object migration package
Providing user access
Configuring Maximo Real Estate and Facilities for integration with Envizi
Enabling the integration
Running the on-demand flow
Field mapping
Developing
Application building with the UX framework
UX app building
Building UX web applications
Building UX web applications: Building a ReactJS application in the UX framework
Introduction to UX web applications
Changes to UX designers
Configuring CORS for development environments
React components library
Globalization of UX web applications
Deploying and pulling the UX web application
Accessing the URL for the UX web application
Building the UX web application (tutorial)
Additional UX app building
Introducing UX
What are the key concepts?
What about the existing framework?
What are the key challenges?
What is Maximo Real Estate and Facilities UX?
Will you be required to use UX?
What are our future plans?
Still confused or curious?
Implementing UX
What are the key concepts?
What are the key challenges?
What are the new metadata concepts?
Can we dig deeper into the UX model?
Can we dig deeper into the UX view?
Can we build a simple UX application?
Still want more?
Extending UX
What are the UX model and view components?
What are the basic steps to build a UX application?
Can we add other types of fields and buttons?
Can we display dialogs and other messages?
Can we display and modify existing records?
Can we explore more advanced functions?
Still want more?
Implementing UX (polymer 3)
What are the key concepts?
What are the key challenges?
What are the new metadata concepts?
Can we dig deeper into the UX model?
Can we dig deeper into the UX view?
Can we build a simple UX application?
Still want more?
Extending UX (polymer 3)
What are the UX model and view components?
What are the basic steps to build a UX application?
Can we add other types of fields and buttons?
Can we display dialogs and other messages?
Can we display and modify existing records?
Can we explore more advanced functions?
Still want more?
Converting UX to polymer 3
How do we convert from polymer 1 to polymer 3?
How do we get the NPM and Maximo Real Estate and Facilities tools?
How do we use tri-polymer-upgrade?
What are the details behind the automatic conversion?
Still confused or curious?
Bundling UX (polymer 3)
Why should we bundle our UX apps?
How do we get the NPM and Maximo Real Estate and Facilities tools?
How do we use tri-bundler?
Still confused or curious?
Commanding UX (polymer 3)
How do we get the NPM and Maximo Real Estate and Facilities tools?
Still confused or curious?
UX Perceptive apps
Customizing the UX Room Reservation app
Verifying the requirements
Pulling the Room Reservation project
Configuring your environment
Running and modifying your app
Building and deploying your app
UX in foundation tools
UX in admin console tool
Translated UX file cache
Translated dictionary cache
Refresh cache
UX in globalization tool
Dictionary
Dictionary export
Translatable text
Globalization manager and dictionary records
UX in navigation tool
Application
Application navigation item
UX in object migration tool
Application
Web component
Object export
Search for dependents
Object import
Object compare
Object download
UX in security tool
Models
Model access
Model permission
UX best practices
What are some best practices for customizing UX apps?
Simple backup of HTML/JS views
Advanced backup of HTML/JS views and UX metadata
IV. Compare and merge HTML/JS views
Performance framework
Data structures
Architecture overview
Fact tables
Example fact table and associated dimensions
Metrics structure
ETL integration
ETL integration architecture
ETL integration process
Prerequisite setup for ETL integration
Defining and maintaining ETL transforms
Using ETLs with Pentaho Spoon
Overview of using Pentaho Spoon
Installing Pentaho Spoon
Setting up a local JNDI
Creating transforms and database connections
Running a transform from Pentaho Spoon
Selecting Spoon steps
Spoon example transform
Configuring Spoon input steps
Configuring Spoon transform steps
Configuring Spoon lookup steps
Configuring Spoon job steps
Configuring Spoon scripting steps
Configuring Spoon output steps
Testing the transform
Date solution
Select field as date
Select field as number
Date variables
Moving ETL Scripts into Maximo Real Estate and Facilities from Kettle
Variables passed to Kettle
Debugging ETL scripts in the application
Setting up logging
Debugging using ETL jobs
Performance tuning tips
Running ETL transforms
ETL job items, job groups, and job schedulers
Creating or modifying ETL job items
Adding or modifying job groups
Creating or modifying job schedulers
Customizing transform objects
Defining transform business objects, forms, and workflows
Saving transform XML into the Content Manager
Configuring workflow run time
Running an ETL custom workflow task specification
Metrics
Metrics reports
Key metrics
Form metrics
Data filtering
Sub reports
Hierarchy flattener
Flat hierarchies
Examples of flat hierarchies
Hierarchy structure manager
Accessing hierarchy structures
Creating a data hierarchy
Creating a form hierarchy
Fact tables
List of fact tables and metrics supported
Facts that require special staging tables and ETLs
Dependent ETLs
Application building for IBM Maximo Real Estate and Facilities
Introduction to application building
Maximo Real Estate and Facilities Platform Overview
Data model
User interface
Portals
Navigation items
Forms
Queries and reports
Workflows
Platform features
Common skills for platform tools
Custom menus
Create-Publish-Revise cycle
Panel manipulation
Naming conventions
Name prefix
Design element names
Field name suffixes
Report, query, and graph keywords
Publish names
Data modeling
Modules
Module organization
Creating modules
Deleting modules
Changing module properties
Addition of business objects to a module
Creating business objects
Business object properties
Viewing business object properties
Business object properties revision
Business object fields
Adding fields to business objects
Field properties
Deleting fields
Naming records
Control Numbers
Cost and quantity properties
Standard fields
Publishing business objects
Deleting business objects
Associations
Association definition
Associate business object panel
Adding associations from the Data Modeler
Adding associations from the Association Manager
Associations with base business objects
Record organization
Smart section sequence numbers
Embedded smart sections
Pros and cons of using smart sections
Note sections
Discussion thread sections
Links
Field data types
Binary fields
Boolean fields
Business object fields
Classification fields
Classification field properties
Creating and editing classification fields
Add fields to classification records
Classification rollup fields
Color fields
Control Number fields
Date fields
Date and time fields
Duration fields
Financial Rollup fields
Image fields
Label only fields
List fields
Dependent lists
List management
List creation
Dependent list creation
Note fields
Number fields
Number field display and storage
Password fields
System read only fields
Text fields
Locator fields
Autocomplete in locator fields
Locator field overloading
Time fields
UOM fields
Url fields
Lists versus classifications
Units of measure
Example: Managing units of measure
Number formats
Money
Base Currency fields
Creating Base Currency fields
Base Currency mapping properties
Formulas
Lifecycles
Life cycle diagrams
Lifecycle transitions
Example: Specifying state transition actions
Null state
Example: Defining states and transitions
Life cycle diagram manipulation
State family editor tips
State transition family reuse
Sub actions
Overview of workflows
Common uses for workflows
Synchronous versus asynchronous workflows
Launch conditions
Workflow task organization
Temporary versus permanent data
System events that trigger workflows
Transaction scope and processing
Variables, parameters, and return values
Form building
Form organization
Form Builder tabs and actions
Form layout
Form properties
Form bookmarks
Form tab properties
Copying tabs
Sorting tabs
Overview of form sections
Section copies
Row insertion
Common section properties
Form sections
Form field properties
Example: Form fields can receive different data types
Buttons
Smart sections
Source details hyperlink
Autocomplete in smart sections
Multiple-record smart sections
Multi tab sections
Query sections
Query section properties
Reserve query sections
Custom sections
Report sections
Graphics sections
Graphics sections highlight data in query and availability sections
Gantt sections
Single select Gantt sections
Requirements for records in Gantt sections
Container or umbrella tasks
Calendars
Dependent tasks
Resources
Workflow custom tasks that adjust dates in Gantt system
Availability legacy sections
Stacking sections
Group by sections
Group by section properties
Group by section field properties
Workflow metadata
Data
Column filters
Query
Calendar sections
Availability sections
Availability section properties
Availability pagination
Actions
Section actions
Common section action properties
Form section actions
Form section execute workflow actions
Form section custom actions
Form section form actions
Form section query actions
Form section URL actions
Smart section actions
Smart section find action
Smart section delete or clear action
Smart section add action
Smart section quick add action
Query section actions
Query section execute workflow actions
Query section custom actions
Query section form actions
Query section query actions
Query section URL actions
Query section find actions
Query section deassociate actions
Field and button actions
Includes/Forms tab
Style sheets
State-based actions
User messages
User message properties
triUserMessageHelper
Common form elements
Form actions
Status field values
Common form tabs
Associations tab
Audit actions tab
Calendar details tab
Calendar details section
External mail server details section
Availability calendar section
Client attributes tab
Data attribute items section
Contact details tab
Contacts section
Tenant section
Landlord section
Asset lessee section
Asset lessor section
Owner section
Management company section
Guarantor section
Default remit to section
Contacts tab
CTQs tab
CTQ items section
Critical to quality (CTQ) assessment section
CTQ evaluations section
Financial terms tab
Real Estate cost summary section
Graphic tab
Graphics section
History tab
Transaction log section
Downtime log section
MTBF log section
Move request line item log section
Sale term information section
Current amendment details section
Amendments history of Real Estate lease section
Amendments history of owned property section
Amendment history section
Amendments history of asset lease section
Lease abstract section
Related transactions section
Change requests section
Locations tab
Units section
Primary location section
Location summary section
Premise locations section
Contract locations section
Other addresses section
Maintenance tab
Maintenance details section
PM schedule section
Safety plans (procedures) section
Building systems section
Readings section
Warranties section
Tasks section
Service matrix records section
Notes and documents tab
Comments section
External lease documents section
External clause documents section
Related documents section
Notifications tab
Manual approvers section
Approval reviews section
Status change notification section
Responses section
Payments tab
Accounting summary section
Payment schedules section
Payments section
Payment processes section
AR receipt processes section
Reports tab
RPIM tab
Schedule tab
Summary section
Planned section
Actual section
Project tasks Gantt section
Project tasks section
Schedule assumptions section
Schedule overview section
Service areas tab
Service provider section
Details section
Default matrix SLA values section
Default service charge type section
Request class (for services) section
Service class (for materials) section
Service geographies section
Service locations section
Customer organizations section
Material matrix records section
Service matrix records section
Space use agreement tab
SUA summary section
Space use agreement section
Cost allocations section
Summary tab
Units section
Location area summary section
Space summary - SUAs section
Portfolio summary - SUAs section
Financial summary - totals section
Financial summary - rent and operating expenses section
Sublease section
System tab
Record information section
Space group details section
Tasks tab
Summary section
Project tasks Gantt section
Tasks section
RE deals checklist section
Work flow instance tab
Workflow building
Workflow Builder
Workflow Editor
Workflow changes take effect immediately
Workflow state transitions
Workflow naming conventions
Workflow tasks
Start task
Example: Workflow parameters and return values (start)
User action task
Records section (user action)
Assign to section
Reminder section
Note section
Approval task
Create record task
Initialize from section
Transaction section (create record)
Object mapping
Modify records task
Map to records section
Map from records section
Transaction section (modify records)
Retrieve records task
Retrieve section
From records section
Filter using section (retrieve records)
Filter records section (retrieve records)
Query task
Context records section
Filter using section (query)
Filter records section (query)
Associate records task
Options for record selection
Existing record identification
Trigger action task
Records section (trigger action)
Trigger when section
Delete reference task
Delete reference from record section
To record section
Add child task
Parent record section
Child record section
Set project task
Set project to company level
Set project from record
Set project for records to company level
Set project for records from record
Schedule task
Modify metadata task
Records section (modify metadata)
End task
Stop task
Switch task
Example: Workflow condition builder
Condition builder operators
Fork task
Loop task
Break task
Break scope section
DataConnect section
Iterator task
Iterate records section
Call workflow task
Records section (call workflow)
Example: Workflow parameters and return values (call workflow)
Custom task
Custom task properties form
Records section (custom task)
CustomTask interface
CustomBusinessConnectTask interface
Custom task uses
DataConnect task
Correlation section
Transaction section
Variable definition task
Value section (variable definition)
Variable assignment task
Assign variable section
Value section (variable assignment)
Workflow revisions
Exporting workflows as text
Temporary data
Temporary data access by workflow
Get temp record task
Records section (get temp record)
Save permanent record task
Records section (save permanent record)
Hierarchies
Hierarchy modules
Hierarchies in every business object
Hierarchy creation
Business object association requirements
Form hierarchies
Example: Biological hierarchy
Hierarchy data auto-population
Report hierarchies
Calendar and time-based events
Events
Event interfaces
Platform persistence support
Recurrence rules for user interface
Exception dates in recurring events
Availability of recurring events to users
Recurrence exceptions
Example: Platform and application communication for recurring events
Legacy calendar and time-based events
Business object properties needed to configure a record's calendar
Legacy scheduled events
Manual event scheduling with workflows
Schedule workflow task
Records section (schedule workflow)
Recurrence section
Fields in legacy event records
Scheduled events
Integration with external applications
Email
Maximo Real Estate and Facilities DataConnect
Maximo Real Estate and Facilities DataConnect for fact tables
Data Integrator
Financial transactions
Maximo Real Estate and Facilities Connector for Business Applications
Java objects
Notifications
Message content creation
Notification content records
Notification helper records
triPeople records
Workflows for notifications
Attach format file task
Attach format file from section
To notification section
Example: Notification workflow
Security
Security elements
Authentication
Single sign-on
Groups
General tab
Members tab
Access tab
Module access
Tool access
Form access
Tabs and sections access
Model access
Admin group
Organization and geography
Group best practice
Forms, reports, and queries
Projects
Company projects and active projects
Project security setup
Workflows and projects
Reports
Audit trails
Workflow instances
Workflow instances subject to the Maintenance Agent
Audit trail integrity
Queries control visible records
Workflows bypass security
Offline spreadsheets
Object map
Records to Excel section
Excel to records section
Populate file task
Populate from record section
From binary field section
To binary field section
Distill file task
Distill to record section
From binary field section
Receiving offline spreadsheets by email
Application building: Calculations
Extended formulas
Basic features
Supported relationships
Formulas predefined by the platform
If expressions
Predefining your own formulas
When extended formulas are evaluated
Extended Formula Agent
Financial transactions and rollups
Rolling up through a hierarchy
Financial transactions
Financial Rollup
Comparison of rollup methods
Troubleshooting
Troubleshooting a problem
Reviewing Maximo Real Estate and Facilities pod and container logs
Troubleshooting and monitoring
Notices