Creating prerequisites on the server
Create the required TRIRIGA components (Module, Business Object, Form, Query, and Navigation Item) before configuring OSLC integration.
About this task
To create and use the OSLC (Open Services for Lifecycle Collaboration) components that integrate with Maximo® Real Estate and Facilities, you must complete the following tasks:
Procedure
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Create a Module.
- Login to Maximo Real Estate and Facilities and navigate to the Data Modeler by clicking Home > Tools > Data Modeler.
- Click New and then select New Module.
- Specify the name of the module and then click Save Module.
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Create a Business Object (BO).
- In the newly created module, click New and then click New Business Object.
- Specify the name of the Business Object and then click SaveBO.
- Add fields to the BO by either adding them manually or finding them from an existing BO. The fields added to the BO are triControlNumber (Control Number), triNameTX (Text), triDescriptionTX (Text), triRecordIdSY(System Read Only), triRecordNameSY (System Read Only), and triNumber (Number).
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Add a State Transition family.
- Click Tools > BO State Transition. Either set up or import the State Transition.
- To import the State Transition, click Import > Import From Business Object > triPeople for both Module and BO.
- Click Ok, and then click Save.
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Create BO Mapping.
- Click Tools > BO Mapping. In the
following example the BO mapping, set it to show the
ControlNumber, then a hyphen followed byNameor to your own requirements. - Click Save Mapping and then click Publish BO.
- Click Tools > BO Mapping. In the
following example the BO mapping, set it to show the
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Create a Form.
- Navigate to Home > Tools > Form Builder.
- Select the appropriate Module (amOSLCTutorial) and then click New.
- Select the appropriate BO in the Properties Window. In this example, only one BO amRecord is assigned to this module.
- Click Apply.
- Click Add Tab.
- Specify the name of the tab and then click Apply.
- On the newly created tab click Add Section, provide a name to the section, and then click Apply.
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Add the fields required for the form.
- On the section created in the previous step, click Add Field.
- In the Properties window, select a Data Field from the BO, and then click Apply. In this example, the following fields are added to the form: fields triControlNumber, triNameTX, triDescriptionTX, and triNumber.
- Click Publish to publish the form.
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Create a Query.
- Navigate to Home > My Reports.
- Click System Reports tab.
- Click New.
- Specify the name of the query.
- On the Business Object tab, click Add Business Object. On the form, select the Module, Business Object, and Form that were created in the previous steps and click OK.
- Click the Columns tab. Add the fields from the form (ControlNumber, Description, Name, Number) to display in the query.
- Click Save & Close.
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Add to Navigation Items.
Create a navigation item to access the form and create new records:
- Navigate to Home > Tools > Navigation.
- Click Add to bring up Navigation Items Library, and then click Add.
- In the Navigation Item Editor window, specify the name of the item, and set the Target Type to Master/Detail Default Query.
- In the Form section, select the Module and Form that was created in the previous sections.
- In the Action section, add actions to create, update, or delete records, and then click Save & Close.
- Select the menu to add the navigation item.
- Click Navigation Items Library, search the recently created Navigation Item, and then Save & Close.
- Add records to the navigation item by clicking Home > Tools > System Setup.