SSLPL8_cd - Documentation Index
Table of Contents
Welcome
Overview
What's new in Maximo Manage
… in feature channels for Maximo Manage
… in 9.2
... in 9.1
... in 9.0
... in 8.7
... in 8.6
... in 8.5
… in 8.4
… in 8.3
… in 8.2
… in 8.1
What's new in Maximo Mobile
… in the feature channel for Maximo Mobile
… in 9.2
… in 9.1
… in 9.0
… in 8.11
… in 8.10
… in 8.9
… in 8.8
Maximo Manage add-ons and industry solutions
Maximo Mobile overview
Calibration in Maximo Mobile
Language support for Maximo Mobile
Accessibility
Documentation conventions
Getting started
Getting started for users
Start Center
Start Center portlets
Favorite Applications portlet
Inbox/Assignments portlet
KPI Graph portlet
KPI List portlet
Quick Insert portlet
Report List portlet
Result Set portlet
Managing Start Center templates
Creating a start center template
Changing start center templates
Changing existing Start Center templates
Creating Start Center templates in multiple languages
Changing the content and layout of the Start Center
Specifying a default Start Center
Editing portlets in the Start Center
Updating Start Centers
Assets & locations dashboard
Operational dashboard
Creating dashboards
Adding cards
Modifying existing cards
Creating dashboard views
My profile information
Changing my default information
Changing my password information
Changing my personal information
Specifying the electronic signature key
Navigation
Bookmarks
Navigation bar
Keyboard shortcuts
Searching
Basic searches
Advanced searches
Searching by using examples
SQL WHERE clause searches
Wildcards and operators for searching
Navigation in location and asset hierarchies
Entering data and dates in fields
Specifying values
Keyboard shortcuts for dates
Printing documents
Printing individual attachments
Printing all attachments
Running, scheduling, and printing reports within an application
Guest user
Getting started for Maximo Mobile technicians
Device requirements for Maximo Mobile
Refreshing data
Changing your default insert site in Maximo Mobile
Changing the time zone from a mobile device
Map features
Recording an eSignature key during onboarding
Recording an eSignature key to confirm status changes
Recording an eSignature key to confirm attribute changes
Maximo Mobile logs
Clearing log files
Saving Maximo Mobile log files
Getting started for Maximo Mobile quality inspectors
Inspection timing and thermal limits
Device requirements
Connecting to the MAS server
Connecting to the MQTT broker
Inspection triggers
Creating an inspection
Viewing inspection results
Planning
Multisite capability
Sites
Organizations
Product settings
Site settings
Organization settings
System settings
Security settings
When to create multiple organizations and sites
Levels in the hierarchy
Data storage levels
Applications and their data storage levels
Data sharing between organizations
Item sets and data sharing between organizations
Company sets and vendors shared between organizations
Selective data sharing
Transactions involving multiple sites in site-level applications
Limitations when setting up options in the Organizations application
Examples of using the multisite capability
Example: Multisite configuration with separate general ledger accounts
Example: Multisite configuration with separate maintenance and IT operations
Installing
Configuring
Administering and configuring storage and attached document libraries
Configuring storage for attached documents
Preparing storage repositories
Configuring attachments by using ManageWorkspace custom resource
Configuring persistent storage
Configuring Maximo Application Suite for persistent storage
Configuring system properties for persistent storage
Configuring S3 storage
Configuring system properties for S3
Importing S3 data by using cron tasks
Converting file-based storage to S3 storage
Sending log output to S3 Cloud Object Storage
Configuring Microsoft Azure blob storage
Setting up Microsoft Azure blob storage
Configuring Maximo Manage for Microsoft Azure blob storage
Configuring file import from Microsoft Azure to Maximo Manage
Configuring image storage
Configuring attachment storage
Configuring image library storage by using an automation script
Administering attached document libraries
Adding document folders
Associating document folders with applications
Adding file attachments to the library
Adding URLs to the library
Modifying existing documents
Attaching documents to records
Configuring BIM storage
Configuring local storage for BIM
Configuring cloud storage for BIM
Configuring databases
Database design
Relational database structure
Data dictionary tables
Integrity checker
Storage partitions
Business objects
User-defined objects
Configuration levels for objects
Database relationships
Business object attributes
Attribute data types
Views
Indexes
Primary keys
Defining objects for applications
Creating objects
Adding views to databases
Creating applications from imported database views
Specifying attributes for objects
Descriptions and long descriptions
Adding attributes to objects
Changing attributes
Creating restrictions on attributes
Excluding user-defined attributes when duplicating objects
Enabling autonumbering for attributes
Adding tax types to database tables
Adding indexes
Adding primary keys
Creating relationships between parent and child tables
Configuration of general ledger accounts
General ledger account codes
General ledger account components
Sequence of components
Length of components
Configuring the database
Modes of configuring the database
Configuring the database in administration mode
Database changes without administration mode
Configuring the system for regulatory compliance
Electronic signatures, audit records, and login tracking
Electronic audit records
Enabling electronic audits
Enabling audit tracking by using attributes
Database updates for electronic audit
Electronic signature verification
Configuring electronic signature verification
Configuring email address for signature key resets
Configuring email subject lines and body text
Creating a drop-down list for the Reason for Change field
Adding electronic signature requirements
Resetting the electronic signature key
Login tracking
Controlling changes to objects
Defining lookup maps
Adding system messages
Query definitions
Search option configuration for performance optimization
Text search function
Search type configuration
Configuring Work Centers
Configuring header information
Configuring subheader information
Configuring panel or tab information
Configuring cards
Saving and publishing configurations
Viewing revision history
Work Centers
Configuring service requests
Configuring actions for inspections
Creating notification message templates
Creating notification events
Changing the deletion frequency of notifications
Managing notifications
...work centers
Configuring service requests
Configuring service request properties
Configuring categories for service requests
Configuring integration
Configuring the Help menu
Configuring result set portlets
Applying colors to result set rows
Displaying related attributes in result set portlets
Customizing Maximo Manage workload scale
Configuring Maximo Mobile
Configuring Maximo Mobile properties
Maximo Mobile properties
Optimizing data downloads for faster login
Configuring background fetch
Configuring preloaded databases
Configuring Collaborate app settings
Configuring push notifications
Integrating Apache Kafka queues with Maximo Manage
Integrating JMS queues with Maximo Manage
Creating and configuring API keys for push notifications
Configuring Maximo Application Suite notifications
Provisioning default notifications for priority work
Creating deep links for Maximo Mobile
Recording physical signatures
Configuring eSignature keys
Server-side search
Enabling photo analysis by IBM Maximo Visual Inspection
Configuring user location sharing
Preventing GPS spoofing in Maximo Mobile
Downloading images with ImgLib
Limit ImgLib size when downloading transactional or lookup data
Configuring self-signed certificates for Maximo Mobile
...on iOS devices
...on Android devices
...for the Maximo Mobile Windows application
Configuring a shared mobile device
Disabling offline login and device authentication in Maximo Mobile
Changing the time zone from a mobile device
Configuring the time zone menu for mobile devices
Enabling enhanced delta refresh of transactional data
Configuring default data sync settings
Maximo Mobile authentication and data flow
Configuring server-side search
Configuring Maximo Mobile application settings on Windows from a command line
Configuring Maximo Mobile application settings on Windows with a mobile device manager
Conducting inspections
Maximo Mobile application object structures and query information
Configuring Maximo Mobile checklist
Administering
...users and groups
Managing users
Users overview
Administrative users
System users
Self service users
Configuration of self-registration for users
Security controls
Security profiles for users
Resending multiple users from Maximo Manage to Maximo Application Suite
Database access for users
Default insert sites for users
User creation, authentication, and synchronization
User processing by the integration framework
Upgraded users
Owner and issuer for cron task instance
Working with users
Assigning users to security groups
Authorizing users to assign other users to security groups
Changing persons associated with users
Configuring user settings
Deleting security groups from user profiles
Setting signature key requirements
Configuring user authorizations
Specifying security groups for users
Specifying security profiles for users
Specifying security profiles for multiple users
Granting user access to Oracle and Structured Query Language server databases
Changing user access to Oracle and Structured Query Language server databases
Removing user access to Oracle and Structured Query Language server databases
Setting user defaults
Securing
Security group synchronization and default assignments
License type updates
Configuring security groups
Security groups overview
Combination of security groups
Authorizations for security groups
Security profiles
Creating security groups
Applying security templates to security groups
Creating Work Center and Tool security groups
Security access for inventory clerks
Example: Specifying security access for technicians
Application templates
Enable the auditing flow for Maximo Mobile
Granting access to Operational Dashboard
Granting administrative login authorization for database configuration
Authorizing standard services for security groups
Authorizing security group reassignments for users
Setting limits and tolerances
Deleting users from security groups
Deleting security groups
Implementing additional security
Login tracking
Enabling and disabling login tracking
Defining security privileges for Maximo role-based applications
Administering users in Maximo Application Suite
...guest users
...work centers
Enabling tasks as work orders
Enabling technicians to create work orders
Disabling access to learn more links
Managing notifications
Creating notification message templates
Creating notification events
Consuming notification events
Changing the deletion frequency of notifications
...trusted certificates
...communication templates
Communications template overview
Communication templates and escalations
Communication templates and the service desk
Communication templates and workflow
Substitution variables for communication templates
Predefined communication templates
Recipients of communication templates
Attachments for communication templates
Communication logs
Working with communication templates
Creating communication templates
Adding email addresses as communication template recipients
Adding person groups as communication template recipients
Adding persons as communication template recipients
Adding roles as communication template recipients
Attaching documents to communication templates
Attaching document folders to communication templates
Attaching files to communication templates
Attaching web pages to communication templates
Linking records to communication templates
Copying communication templates
Changing communication templates
Deleting communication templates
Changing the status of communication templates
...escalations
Escalations overview
Escalation engine
Escalation logs
Structured Query Language Expression Builder
Escalation points
Actions associated with escalation points
Predefined escalations
Escalations and service level agreements
Communication templates and notifications
Escalation record fields
Deletion rules for escalations
Working with escalations
Creating escalations
Defining escalation points
Defining actions for escalation points
Defining notifications for escalation points
Validating escalations
Activating escalations
Modifying escalations
Deactivating escalations
...email updates for objects and workflows
Email interaction overview
Simple and advanced email formats
Email variables in email interaction
Examples of email interaction
Example: Enabling email updates to purchase orders
Example: Enabling email updates to workflow assignments
Configuring updates by using email interaction
...cron tasks
Creating cron task definitions
Deleting cron task definitions
Working with instances of cron tasks
Creating cron task instances
Copying cron task instances
Changing cron task instances
Reloading cron task instances
Deleting cron task instances
Owner and issuer for cron task instance
Disabling cron tasks for a server bundle
Viewing hidden cron tasks
Cron tasks
Access levels for cron tasks
Cron task parameters
Default cron tasks
...domains
Domains overview
Types of domains
ALN domains
Numeric domains
Numeric range domains
Crossover domains
Synonym domains
TABLE domains
Foreign keys and TABLE domains
Domains and organizations or sites
Working with domains
Adding alphanumeric domains
Adding numeric domains
Adding numeric range domains
Adding table domains
Adding crossover domains
Associating domain values with conditions
Creating synonyms of internal values
Deleting synonyms of internal domain values
Deleting domains
Applications associated with domains
...linear assets
Linear components
Linear referencing
Features application
Relationships and linear assets
Linear asset classifications
Linear segment details
Configuring security
Enabling application components
Configuring a linear reference
Creating units of measure
Configuring conversion factors
Creating a linear referencing method
Configuring a linear asset segment
Creating linear assets
Classifying a linear asset
Creating features
Associating features with linear assets
Example of reference points that are outside the span of a linear asset feature
Creating relationships
Retrieving related assets
Creating a route based on relationships
Linear segment label and balloon tip formatting
Configuring balloon tips and label messages for Linear Visual Control segments
Customizing the default label and balloon tip information for new organizations
Locating Linear features on the map from the Linear Visual table
Deleting Linear segments on maps
Managing data by using the Linear Visual Control grid on the map
Configuring the appearance of Linear object symbols in the Linear Visual Control display
Configuring the appearance of Linear object symbols in maps
Organizing work on a linear asset
Creating start and end features
Creating a work order with multiple assets
Searching for work orders using linear measures
Creating a work order on an asset feature
Tracking the progress of work on a linear asset
Importing linear assets from an external system
Import of linear assets from an external application
Performing the import
Configuring the asset object structure
Creating import files
Running the import
Configuring features and relationships for import
Creating an object structure
Creating an enterprise service
Reference information for linear asset controls
Conditional components
Linear components in the Assets application
Linear components in the Classifications application
Linear components in the Condition Monitoring application
Linear components in the Features application
Linear components in the Preventive Maintenance application
Linear components in the Quick Reporting application
Linear components in the Routes application
Linear components in the Work Order Tracking application
Linear components in the Create Service Request application
Linear components in the View Service Request application
Linear components in the Service Requests application
Nonlinear components used by the product
Visual control tools
Linear asset terminology
Example: Linear Gap and Overlap report
...calibration assets and standards
Documenting instrument specifications by using data sheets
Data sheets
Asset functions
Asset function parameters
Calibration points
Dynamic checks
Functional checks
Uncertainty measurement for calibration
Non-linear instruments in data sheets
Tolerance limits on data sheets
Creating data sheets
Revising the version of a data sheet
Associating work assets with data sheets
Duplicating the asset function of a data sheet
Calibration calculations
Symbols used in calibration formulas
Tolerance criteria for calibration calculations
Single tolerance for calibration calculations
Summed tolerance for calibration calculations
Square root tolerance for calibration calculations
Reverse flow calculation for calibration calculations
Defining calibration procedures, assets, tools, and locations
Calibration procedures
Calibration job plans
Revising calibration job plans
Associating data sheets to a work asset on a job plan
Calibration assets
Rotating and nonrotating measuring and test equipment
Creating an asset record for measuring and test equipment
Tools used for calibration
Creating a tool record
Adding alternate tools to a tool record
Associating data sheets to a tool record
Loop locations
Adding a location to a loop calibration
Attaching data sheets to a location record
Configuring calibration features
Configuring options for organizations
Configuring calibration options for organizations
Configuring edit rules for calibration work orders
Configuring calibration features for uncertainty data
Creating the data sheet template object structure
Source object information: Data sheet template object structure
Creating the work order data sheet object structure
Source object information: Work order data sheet object structure
Creating publish channels for the object structures
Creating enterprise services for the object structures
Configuring the external system
Recording calibration data in work orders
Work order tracking in calibration
Associating data sheets to a work order
Viewing the calibration history of data sheets
Checking the status of a tool
Recording tool spot check results
Configuring removal options for tool transactions on work orders
Entering calibration results on a work order data sheet
Adding a calibration point to a work order data sheet
Extending due dates of calibration PM records
Overriding extended dates of calibration PM records
Viewing PM extended dates
Entering failure reporting data
Validating calibration accuracy between standards and assets
...edit mode
Edit mode for records that are used frequently by multiple users
Configuring edit mode
Releasing records from edit mode
...logs
Log output locations
Sending log output to S3 Cloud Object Storage
Managing log files
Logging application components
Application of logger settings
Working with log files
Specifying local log file locations
Managing appenders
Automation scripts loggers
Log control of individual scripts
Cron task loggers
Adding a rolling logger for the PMWoGen cron task
Escalation loggers
Integration framework loggers
Enabling the EventTracker filter
Logging events for specific applications or users
Stopping the logging of events
Correlation of related events in logs
Configuring custom log messages to help with debugging
Enabling thread logs
Scenario: Interpreting log file statements to resolve errors
Viewing Maximo Manage log files
...bulletin boards
Bulletin board overview
Communication logs for bulletin board messages
Working with bulletin boards
Viewing bulletin board messages
Creating bulletin board messages
Specifying audiences for bulletin board messages
Changing the status of bulletin board messages
Copying bulletin board messages
Viewing communication logs for bulletin board messages
Viewing the history of bulletin board messages
Deleting expired bulletin board messages
...sets
Creating item sets or company sets
Changing item or company sets
...organizations
Organizations overview
Application levels and data storage
Sites and organizations
Activation and deactivation of organizations and sites
Item sets
Autonumbering
ABC breakpoints and organizations
Enablement of repair facilities
Customization options for applications
Taxes for organizations
Drilldown options
Working with organizations
Creating organizations
Activating organizations
Deleting organizations
Clearing material reservations for work orders
Specifying options for work orders and ticket owners
Setting purchasing options
Associating properties with contracts for organizations
Associating terms and conditions with contracts for organizations
Specifying options for invoices
Specifying autonumbering for applications
Specifying autonumbering for special order items
Displaying user messages
...calendars
Calendars overview
Shift patterns for calendars
Exceptions to the standard calendar
Working with calendars
Creating calendars
Specifying shifts in calendars
Applying shifts to calendars
Specifying shift patterns in calendars
Specifying shift breaks in calendars
Copying calendars
Deleting calendars
Establishing work periods
Creating work periods
Changing work periods
Specifying non-working time for work periods
...classifications
Classifications overview
Classification paths and hierarchies
Generate Description option
Associations of records with classifications
Classification searches
Actual and authorized configuration item classifications
Actual configuration items
Authorized configuration items
Actual configuration item classifications and authorized configuration item classifications
Attributes of classifications
Groupings of attributes
Apply Down Hierarchy option
Classifications planning
Types of records to be classified
Categories of items for reporting
Industry codes
Working with classifications
Creating classifications
Associating attributes with records
Modifying classifications
Modifying attributes
Adding attributes
Searching for classifications from application records
Defining associations between actual and authorized configuration item classifications
Adding units of measure
Configuring the signature option to enable classification images
...charts of accounts
Chart of accounts overview
General ledger account codes
Organizational default accounts for general ledgers
Merge of general ledger accounts
Resource codes for general ledgers
Inactive component values
Working with chart of accounts
Working with general ledger accounts
Creating general ledger account codes
Changing general ledger account codes
Deleting general ledger account codes
Creating general ledger component values
Changing component values in general ledger accounts
Deleting general ledger component values
Changing general ledger account structures
Updating databases for general ledger accounts
Setting up accounts
Setting up organization default accounts
Specifying company-related accounts for general ledgers
Specifying external labor control accounts for general ledgers
Specifying financial periods for general ledgers
Closing financial periods
Specifying resource codes for general ledgers
Specifying validation options
...cost management
Creating cost management projects
...currency codes
Creating currency codes
Changing currency codes
...system properties
Global properties
Options for system properties
Values for system properties
System properties that contain password information
Memory errors
...personal information in records
Removal of personal information
Deleting personal information
Example: Deleting transactional references
...workflows
Workflow overview
Applications that are used with Workflow
Workflow design process
Business process analyses
Process analysis
Workflow processes and user responsibilities
Workflow tool palette buttons
Elements of workflow processes
Process nodes
Connection lines
Person records
Person groups and workflow assignments
Roles and role records
Communication templates
Notifications
Escalations and action groups
Escalation points
Actions and action records
Action types
Record routing
Domains for status synonyms
Examples of workflow processes
Example of a purchase requisition business process
Example of a service request business process
Example of a work order business process
Using workflows
Configuration prerequisites
Workflow administration
Security permissions for workflow processes
Synonym statuses
Stopping instances of workflow processes
Test environment design
Creating workflow processes
Specifying the properties of actions
Specifying the properties of condition nodes
Specifying the properties of interaction nodes
Specifying the properties of manual input nodes
Specifying the properties of subprocess nodes
Specifying the properties of task nodes
Specifying the properties of wait nodes
Adding nodes and connections lines
Setting a workflow process to automatically initiate
Setting processes to not auto-initiate
Testing workflow processes
Workflow process testing
Validating workflow processes
Enabling workflow processes
Activating workflow processes
Disabling workflow processes
Viewing workflow history
Viewing workflow assignments from a Workflow-enabled application
Viewing a Workflow Map
Modifying workflow processes
Revising a process
Synchronizing active workflow processes
Viewing synchronized processes
Adding workflow support to applications
Adding toolbar buttons for active workflow processes
Modifying toolbar buttons for active workflow processes
Deleting workflow processes
Setting security permissions for record deletion
Deleting inactive workflow process records
Marking workflow process records for deletion
Integrating workflow processes
Exporting workflow actions
Exporting workflow communication templates
Exporting workflow roles
Manipulating workflow supporting data
Importing workflow supporting data
Exporting workflow processes
Manipulating workflow processes
Importing workflow processes
Inbox/Assignments portlet
Configuring the Workflow Inbox
Configuring administrator email notifications
Reassigning workflow assignments
Sending reassignment notifications
Completing workflow assignments
Deleting assignments
Managing
Using Maximo Manage
Administration module
Sets
Organizations
Calendars
Resources
Labor
Labor overview
Labor records and person records
Assignment of calendars to labor
Status of qualifications
Zero year to date hours associated with labor
Labor inventory locations
Status of labor records
Deletion rules for labor
Working with labor
Associating crafts with labor
Adding qualifications to labor
Enabling rotational shift for labor
Qualifications
Qualifications overview
Status changes
Working with qualifications
Creating qualifications
Associating labor with qualifications
People
People overview
Person statuses
Deletion of person records
Working with people
Creating person records
Changing the status of multiple persons
Changing availability for assigned work
Viewing the history of persons
Viewing related assets and locations for persons
Person Groups
Person group overview
Person groups
Deletion rules for person groups
Working with person groups
Creating person groups
Specifying alternate persons for notifications and workflows
Crafts
Crafts overview
Standard rates and premium pay codes
Disassociation of labor records from craft records
Deletion rules for crafts
Working with crafts
Creating crafts
Associating labor with crafts
Crew types
Defining crew types
Creating, assigning, and reporting hours for crews
Creating crews
Assigning crews and labor to work
Reporting crew work hours
Setting a crew as inactive when labor becomes inactive
Crews
Crew tools
Crew statuses
Crew availability
Bulletin Board
Communication Templates
Report Administration
Report development
Configuring the BIRT report development environment
Downloading and installing BIRT Report Designer
Copying files from Maximo Manage to report development environment
Accessing BIRT
Creating a Maximo Manage project
Adding report libraries to BIRT
Adding templates to BIRT
Adding the class folder (BIRT 4.16 and BIRT 4.21)
Administering reports
Adding reports
Report management
Importing reports
Importing library files
Adding data sources
Setting report file security
Setting application security
Setting all application security
Running reports using request pages
Creating browser shortcuts for reports
Creating printing shortcuts for reports
Creating a printing shortcut for reports with attached documents
Enabling the printing of attached documents
Configuring Microsoft SharePoint attachments for reports
Ad hoc report administration
Ad hoc report creation
Conditional Expression Manager
Creating conditional expressions and classes
Maximo conditions
Conditional expression syntax
Sample conditional classes
Classifications
CI Types
Configuration items management
Status of configuration item types
Work View
Working with work view queries
Editing work view queries
Changing default work view queries
Deleting work view queries
Work Queue Manager
Creating work queues
Deleting work queues
Service Address
Service addresses
Address systems
Adding service addresses to records
Creating address systems for sites
Configuring service addresses
Map Manager
Enabling maps
Developing maps and routes for applications
Configuring map tips
Map feature tips
Map feature tip templates
Adding additional information to map records
Creating dialog boxes for map tip menu items
Assigning map markers to work types and work order priorities
KPI
KPI Manager
Historical trends and values for key performance indicators
Creating key performance indicators
Example: Creating KPI templates to generate KPIs
Record Release
Time Zone Rules
Creating time zone rules
Maximo Visual Inspection models
Analytics module
Viewing scheduled reports
Monitoring performance
Assets module
Assets
Assets overview
Rotating assets and non-rotating assets
Asset depreciation
Working with assets
Creating assets
Applying item assembly structures
Associating users and custodians with assets
Associating services with assets
Associating safety information with assets
Associating tag out procedures with assets
Associating hazards with assets
Associating hazardous materials with assets
Associating safety-related issues with assets
Adding assets to collections
Adding relationships to assets
Granting access to asset relationship functions
Viewing related assets
Issuing items from a storeroom
Modifying assets
Changing the status of assets
Adding depreciation schedules to assets
Swapping depreciation schedules between assets
Reporting asset downtimes
Changing downtime asset status
Managing downtime history
Adding meters to assets
Specifying meter readings
Assigning meter groups to assets
Updating meter history
Resetting meter readings
Deleting asset records
Updating historical meter readings
Replacing meters
Moving assets
Swapping assets
Changing item numbers
Zeroing out asset costs
Rolling up maintenance costs
Rolling up maintenance costs by using an automation script
Importing asset-related digital data
Overview
Configuring the integration
Configuring the integration endpoint
Configuring the server certificate
Configuring the integration prefix for database records
Configuring the length of the ASSETNUM attribute
Configuring security authorization for object structures
Configuring the update mode for job plan data
Granting access to the digital data import functionality
Importing data from the digital data source
Integration overview
Importing digital data
Initial statuses of import-related records
Processing of job-plan-related components
Integration mapping
Spare parts
Assets
Job plans
Customizing the integration
Customizing integration mapping
Troubleshooting integration problems
Database field lengths must be increased
Authentication to the digital data server fails
Digital data cannot be retrieved from the digital data server
Asset Templates
Creating an asset template
Creating assets from an asset template
Applying an asset template to existing assets
Locations
Locations overview
Types of locations
Managing systems
General ledger account codes
Meters in locations
Update meter history rules
Status of locations
Working with locations
Creating locations
Associating systems with locations
Adding parents to locations
Replacing parent locations
Applying item assembly structures
Associating users and custodians
Associating services with locations
Associating safety-relating assets with locations
Associating hazards with locations
Associating tag out procedures with location records
Adding meters to locations
Adding meter readings
Updating meter history
Replacing meters
Resetting meters
Adding locations to one or more collections
Adding locations to collections
Changing the status of locations
Duplicating location records
Meters
Meter value resets
Working with meters
Creating meters
Specifying meter readings on work orders
Duplicating meters
Deleting meters
Relationships
Relationships overview
Unidirectional and bidirectional relationships
Asset-based relationships
Relationship cardinality
Relationship change rules
Deletion rules for relationships
Creating relationships
Defining asset relationship rules
Meter Groups
Creating meter groups
Duplicating meter groups
Condition Monitoring
Condition monitoring overview
Measurement points
Work orders
Work order history
Alert and work order generation from Condition Monitoring
Condition Monitoring measurement point field rules
Working with condition monitoring
Creating measurement point records
External alert integration with event stream holding tank
Configuring EVENT meter for external event monitoring
Specifying point measurements
Deleting measurement points
Generating work orders to address specific problems
Failure Codes
Failure codes overview
Failure hierarchies
Failure analysis
Working with failure codes
Building failure hierarchies
Navigating failure hierarchies
Copying failure hierarchies
Duplicating failure codes
Maximo Asset Investment Planning
Overview
Deploying
Managing
Defining the value framework
Formulas for measures
Preparing asset data
Creating strategies
Running the optimization
Financial parameters and optimization
Reliability Strategies
Configuring Reliability Strategies
Exploring the strategy library
Creating strategies
Adding action types
Activity effectiveness
Adding RPN categories
Building Information Models (BIM) module
BIM Projects
Manage BIM Viewer
Contracts module
Purchase Contracts
Purchase contracts overview
Blanket contracts
Release costs for blanket contracts
Price contracts
Associated purchase contracts
Release purchase orders
Terms and conditions for purchase contracts
Contract statuses
Creating purchase contracts
Adjusting prices on contracts
Creating payment schedules for purchase contracts
Associating commodities with contracts
Associating service level agreements with contracts
Selecting sites for contract authorizations
Authorizing sites with contracts
Changing the status of a list of records
Lease/Rental Contracts
Lease and rental contracts overview
Contract statuses
Payment schedules for lease and rental contracts
Associated lease and rental contracts
Terms and conditions for labor rate contracts
Contract revisions
Working with lease and rental contracts
Creating lease and rental contracts
Authorizing sites with contracts
Associating commodities with contracts
Associating service level agreements with contracts
Adding rotating items to lease or rental contracts
Associating assets with leases and rental contracts
Associating locations with lease and rental contracts
Revising contracts
Changing the status of a list of records
Creating terms
Associating existing terms with records
Purchasing leased assets
Returning leased assets
Adjusting prices on contracts
Creating payment schedules for lease and rental contracts
Revising payment schedules for leases and rental contracts
Creating interim charges on lease and rental contracts
Labor Rate Contracts
Labor rate contacts overview
Associated labor rate contracts
Contract statuses
Terms and conditions for labor rate contracts
Working with labor rate contracts
Creating labor rate contracts
Creating labor rate schedules
Creating payment schedules for leased and rented assets
Viewing payment schedules for leases and rental contracts
Associating labor with labor rate contracts
Associating crafts with labor rate contracts
Creating terms
Applying service level agreements to records
Adjusting prices on contracts
Revising contracts
Master Contracts
Master contracts overview
Contract statuses
Associated contracts
Terms and conditions for master contracts
Copies of master contracts
Working with master contracts
Creating master contracts
Revising contracts
Changing the status of a list of records
Authorizing sites with contracts
Associating service level agreements with contracts
Creating terms
Associating existing terms with records
Warranty Contracts
Warranty contracts overview
Associated warranty contracts
Status of warranty contracts
Terms and conditions for warranty contracts
Contract revisions
Contract statuses
Managing warranty contracts
Creating warranty contracts
Associating assets with warranty contracts
Associating locations with warranty contracts
Specifying service type and duration of warranty contracts
Estimating payments for service warranty contracts
Creating one-time payments for warranty contracts
Creating payment schedules for warranty contracts
Authorizing sites with contracts
Selecting sites for contract authorizations
Associating service level agreements with contracts
Revising contracts
Creating and associating terms
Creating terms
Associating existing terms with records
Terms and Conditions
Terms and conditions overview
Terms and conditions
Term types
Working with terms and conditions
Defining terms
Creating and deleting terms
Creating terms
Deleting terms
Associating existing terms with records
Modifying terms
Modifying the sequence of terms for records
Setting default terms
Sorting terms by type
Financial module
Currency Codes
Exchange Rates
Chart of Accounts
Cost Management
Budget Monitoring
Integration module
Object structures
Publish Channels
Invocation Channels
Enterprise Services
Web Services Library
Endpoints
External Systems
Logical Management Operations
Integration Modules
Launch in Context
Message Tracking
Message Reprocessing
JSON Mapping
JSON Resources
Interactions
Web service interactions overview
Creating interactions
API keys application
Searching for API keys
Sorting API keys
Adding API keys
Copying API keys
Deleting API keys
Changing the layout
Managing columns
Viewing APIs with filters
Inventory module
Item Master
Items overview
Rotating items
Item kits
Item assembly structures
Item master statuses
Stock category types
Consignment items
Meters
Meter groups
Tax-exempt status
Working with master items
Creating item master records
Adding alternate items
Associating items with vendors
Adding specifications to items
Creating item assembly structures
Viewing nested item assembly structures
Adding items to storerooms
Viewing contracts
Specifying organization details for items
Creating item kits
Associating commodities with contracts
Service items
Service items overview
Prorated service items
Service item statuses
Tax-exempt status
Measurement units and conversion factors
Item sets
Working with service items
Creating service items
Specifying organization details for service items
Changing the status of service items
Reordering direct issue items and services
Viewing items or services for approved work orders
Creating units of measure
Creating conversion factors
Creating commodity groups
Copying service items
Tools
Working with tools
Adding tools
Adding alternate tools
Adding qualifications for tools
Classifying tools
Adding tools to storerooms
Associating vendors with tools
Changing the status of tools
Changing the organization details of tools
Copying tool records
Creating units of measure
Creating commodity groups
Tools overview
Tool statuses
Rotating tools
Tax-exempt status
Stocked Tools
Stocked tools overview
Rotating tools
Item sets
Tax-exempt status
Working with stocked tools
Managing stocked tools
Adding bin locations and balances to stocked tools
Setting year to date inventory quantities to zero
Reconciling balances
Adjusting the physical counts of stocked tools
Adjusting current balances of stocked tools
Associating vendors with stocked tools
Creating spare part lists for stocked tools
Changing the status of stocked tools
Issuing stocked tools
Transferring stocked tools
Viewing availability of stocked tools
Creating units of measure
Creating conversion factors
Inventory
ABC analysis
Rotating assets
Inventory costs
Issues, transfers, and returns in inventory
Consignment items in inventory
Inventory replenishment
Inventory item reservations
Reordering inventory items
Reorder locks
Count Books
Count Books overview
Inventory count books
Inventory count groups
Inventory count tolerances
Item balance reconciliation
Managing inventory count
Creating count books
Reconciling item balances
Inventory Usage
Inventory usage records
Inventory usage types
Inventory usage record statuses
Split Usage Quantity feature
Issues, transfers, and returns in inventory
Staging items for issue or transfer
Transferring inventory items by shipment
Splitting the quantity on an inventory usage line
Shipment Receiving
Shipment inspection statuses
Rules for voiding shipment receipts
Condition Codes
Condition codes overview
Condition rates
Condition-enabled items
Types of enablement
Item sets
Creating condition codes
Storerooms
Storerooms overview
Control accounts and storerooms
Lead time calculations for storerooms
Working with storerooms
Adding storeroom locations
Deleting storeroom locations
Changing lead time calculations for storerooms
Specifying storerooms on purchase orders and purchase requisitions
IT Infrastructure module
Configuration Items
Configuration items management
Actual configuration items
Actual configuration item details
Configuration item collections
Configuration item changes
Configuration item statuses
Configuration item deletion
Working with configuration items
Creating configuration items
Creating records in configuration items
Specifying relationships between configuration items
Adding configuration items to collections
Viewing the business application topology for actual configuration items
Viewing the application topology for actual configuration items
Viewing the physical topology for actual configuration items
Relationships
Relationships overview
Unidirectional and bidirectional relationships
Asset-based relationships
Relationship cardinality
Relationship change rules
Deletion rules for relationships
Creating relationships
Defining asset relationship rules
Collections
Working with collections
Creating collections
Changing collections
Copying collections
Planning module
Job Plans
Job plans overview
Organizations and sites on job plans
Dynamic job plans
Configuring dynamic job plans
Scenario for linear assets
Scenario for non-linear assets
Job plan tasks
Job plan statuses
Job plan costs
Job plans and work orders
Work order classes for job plans
Job plan conditions
Job plan owners
Direct issue items and services for job plans
Safety plan precedence
Meter information for job plans
Deletion rules for job plans
Working with job plans
Creating job plans
Adding work order classes to job plans
Adding tasks to job plans
Adding nested job plans to tasks
Predecessor relationships
Adding labor and crafts to job plans
Adding inventory items to job plans
Adding spare parts to job plans
Adding services to job plans
Adding tools to job plans
Adding work assets to job plans
Associating safety plans with job plans
Classifying job plans
Adding attributes to job plans
Adding attributes to tasks on job plans
Changing attributes associated with job plans
Changing attributes associated with tasks on job plans
Setting job plan conditions
Revising job plans
Creating work orders when purchasing items on job plans
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Resource Levels Management
Routes
Routes overview
Route options and work order generation
Route options and work order descriptions
Working with routes
Creating routes
Viewing history
Viewing routes assigned to assets and locations
Running, scheduling, and printing reports within an application
Safety
Hazards
Working with hazards
Creating hazard records
Associating precautions with hazards
Associating tag out procedures with hazards
Precautions
Creating precaution records
Lock Out / Tag Out
Working with tag out procedures and lock out operations
Creating tag out procedures
Associating tag out procedures with work assets
Working with safety plans
Creating safety plans
Adding hazardous materials to safety plans
Adding precautions to safety plans
Adding tag out procedures to safety plans
Associating related work assets and hazards with safety plans
Inspection Forms
Creating inspection forms
Revising inspection forms
Adding conditions to inspection form responses
Associating inspections with work records
Configuring actions for inspections
Enabling electronic signatures for inspection forms
Duplicating inspection forms
Preventive Maintenance module
Preventive Maintenance
Preventive maintenance overview
Preventive maintenance statuses
Seasonal preventive maintenance
Preventive maintenance frequency schedules
Preventive maintenance forecasting cron task
Preventive maintenance hierarchies
Preventive maintenance records associated with routes
Sequences for Preventive maintenance job plans
Preventive maintenance counters
Preventive maintenance alerts
Preventive maintenance lead time
Preventive maintenance next due dates
Working with preventive maintenance records
Creating preventive maintenance records
Defining alert lead time for preventive maintenance records
Defining frequency for time-based preventive maintenance records
Defining frequency for meter-based preventive maintenance records
Defining seasonal dates for work order generation
Defining when work orders are generated
Assigning job plans to preventive maintenance records
Assigning multiple job plans to preventive maintenance records
Creating hierarchies of preventive maintenance records
Changing the parent preventive maintenance records in a preventive maintenance hierarchy
Removing child preventive maintenance records from a preventive maintenance hierarchy
Removing parent preventive maintenance records from a preventive maintenance hierarchy
Preventive maintenance forecasting
Preventive maintenance forecast logic
Forecast edit rules
Deleting forecasts
Preventive maintenance forecast deletion rules
Editing records when a PM forecast exists
PM edits when a forecast exists
Work order generation of forecasted PMs
Work order cancellation when a forecast exists
Callable actions for PM forecasting
Generating work orders from preventive maintenance records
Generating work order hierarchies
Adding lead time to parent preventive maintenance records
Adding slack time to preventive maintenance records
Adding an extended date to a preventive maintenance record
Setting meter values on a preventive maintenance record based on the reading at the last work order
Setting preventive maintenance counters
Master PM
Master Preventive Maintenance records
Master PM frequency schedules
Extended dates
Seasonal Preventive maintenance
Job plans on master preventive maintenance
Sequence numbers for master PM job plans
Preventive maintenance alerts
Working with master Preventive Maintenance
Creating master preventive maintenance
Creating associated PMs from a master PM
Specifying the status of associated PM work orders
Setting the frequency of master PMs
Defining frequency for time-based master PMs
Defining frequency for meter-based master PMs
Defining the alert lead time for master PMs
Overriding the next due date for associated PMs
Specifying the generation of work orders before their due dates
Defining when work orders are generated
Defining seasonal dates for work order generation
Updating associated preventive maintenance
Purchasing module
Purchase Requisitions
Purchase requisitions overview
Purchasing process
Purchase record attributes
Purchase requisition statuses
Tax-exempt status
Terms and conditions
Currency conversions
Working with purchase requisitions
Records related to purchase requisitions
Changing the status of a list of records
Creating purchase requisitions
Adding lines to purchase requisitions
Creating units of measure
Creating conversion factors
Viewing contract items
Creating purchase orders from purchase requisitions
Referencing contracts on purchase requisitions
Creating, associating, and modifying terms
Creating terms
Associating existing terms with records
Modifying the sequence of terms for records
Distributing purchasing line item costs
Duplicating purchase requisitions
Purchase Orders
Purchase orders overview
Purchasing process
Purchase order statuses
Approval of purchase orders
Purchase record attributes
Conditions for the distribution of costs on purchase orders
Attachments to purchase orders
Revision of purchase orders
Vendor analysis data
Tax-exempt status
Terms and conditions
Currency conversions
Working with purchase orders
Creating purchase orders
Adding lines to purchase orders
Adding contract items to purchase orders
Distributing purchasing line item costs
Specifying delivery of materials to storerooms
Specifying delivery of materials to work locations
Completing receipts
Creating units of measure
Creating conversion factors
Creating commodity groups
Creating contracts from purchasing records
Creating, associating, and modifying terms
Creating terms
Associating existing terms with records
Modifying the sequence of terms for records
Duplicating purchase orders
Receiving application
Receipts overview
Purchasing process
Holding locations
Inspection statuses
Material receipts
Service receipts
Rules for voiding receipt transactions
Return of assets to vendors
Records related to receipts
Working with received items
Receiving materials
Receiving materials that require inspection
Receiving materials with changes
Receiving services
Receiving services that require inspection
Receiving rotating items
Applying item assembly structures to rotating items
Receiving partial shipments
Returning items
Returning rotating assets
Returning services
Selecting receipts to void
Shipment Receiving
Shipment inspection statuses
Rules for voiding shipment receipts
Invoices
Invoices overview
Purchasing process
Invoice statuses
Quantity field and automatic matches
Receipt tolerances and invoice lines
Consignment payment invoices
Reversal of invoices
Tax-exempt status
Terms and conditions
Automatic allocation of standard service costs
How invoice variances affect the average costs of items
Records related to invoices
Working with invoices
Creating invoices
Changing the status of invoices
Creating invoices with multiple vendors
Receiving invoices electronically
Working with invoice lines
Copying purchase order line items to invoices
Specifying multiple purchase orders on invoices
Distributing costs of line items
Creating and modifying the sequence of terms
Creating terms
Modifying the sequence of terms for records
Adjusting payment schedules
Request for Quotations
Request for quotations overview
Purchasing process
Request for Quotations statuses
Terms and conditions
Working with requests for quotations
Creating Requests for Quotations
Creating Requests for Quotations from purchase requisitions
Adding Request for Quotations line items
Adding vendors to Requests for Quotations
Adding quotation lines
Associating terms with vendors
Copying line items from purchase requisitions to Requests for Quotations
Copying lines for selected vendors
Awarding quotation lines
Deleting quotation lines from Requests for Quotations
Creating purchase orders for quotation lines
Creating, associating, and modifying terms
Creating terms
Associating existing terms with records
Modifying the sequence of terms for records
Creating units of measure
Creating conversion factors
Companies
Companies overview
Company branches
Vendor disqualification
Deletion of company records
Working with companies
Creating company records
Creating commodity groups
Associating commodities with company records
Copying company records
Associating branches with company records
Company Master
Creating company master records
Adding company master records to organizations
Terms and Conditions
Terms and conditions overview
Terms and conditions
Term types
Working with terms and conditions
Defining terms
Creating and deleting terms
Creating terms
Deleting terms
Associating existing terms with records
Modifying terms
Modifying the sequence of terms for records
Setting default terms
Sorting terms by type
Release module
Activities and Tasks
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Security module
Security Groups
Users
Self Service module
Desktop Requisitions
Create Requisition
Desktop requisitions overview
Deletion rules for requisition lines
Working with desktop requisitions
Creating desktop requisitions
Adding requisition lines for desktop requisitions
Setting default information on requisitions
Distributing purchasing line item costs
View Requisition
Status of desktop requisitions
Viewing details of purchases associated with desktop requisitions
View Drafts
Completing draft desktop requisitions
View Templates
Creating desktop requisitions from templates
Service Requests
Create Service Request
Creating service requests
View Service Requests
Viewing service request details
Service Desk module
Activities and Tasks
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Service Requests
Service requests overview
Service request management
Service request templates
Service level agreements
Record relationships
Global records
Service request categorization
Ticket statuses
Costs on tickets and work orders
Linear segment details
Restrictions on deleting tickets
Working with service requests
Creating service requests
Applying service level agreements to records
Removing service level agreements from records
Classifying records
Adding activities to service requests
Reporting labor time for activities on tickets
Reporting labor time using the Start and Stop timers
Classifying records
Selecting labor for activities on tickets
Creating records from existing records
Relating records to other records
Relating ticket and work order records
Deleting relationships
Removing global issue flags
Changing the status of a list of records
Changing archived tickets
Creating solutions
Ticket Templates
Ticket templates overview
Ticket classes
Ticket template activities
Ticket template statuses
Working with ticket templates
Creating ticket templates
Classifying ticket templates
Categorizing ticket template activities with classifications and attributes
Duplicating ticket templates
Tickets
AI-generated insights for alerts
Alerts
Alerts overview
Alert attributes
Alert statuses
Working with alerts
Creating alerts
Generating alerts
Changing the status of a list of alerts
Service Level module
Service Level Agreements
Service level agreements overview
Types of service level agreements
Commitments for service level agreements
Assets and locations associated with service level agreements
Service level agreements and other applications
Key performance indicators associated with service level agreements
Ranking system for service level agreements
Automatic matching of service level agreements to records
Calendars for service level agreements
Associated service level agreements
Escalations and service level agreements
Actions and notifications associated with escalation points
Escalation validation
Escalation activation
Communication templates and service level agreements
Status of service level agreements
Changes to service level agreements
Deletion of service level agreements
Managing service level agreements
Creating service level agreements
Associating contracts with service level agreements
Creating escalations for service level agreements
Creating actions for service level agreements
Creating notifications for service level agreements
Service Groups
Deletion rules for services and service groups
Working with services and service groups
Creating service groups
Viewing records that are related to service groups
Removing assets from service groups
Removing asset types from service groups
Removing locations from service groups
Creating services for service groups
Viewing records that are related to services
Removing assets from services
Removing asset types from services
Removing locations from services
Associating assets with services and service groups
Associating asset types with services and service groups
Associating locations with services and service groups
System Configuration module
Platform Configuration
System Properties
Logging
Domains
Database Configuration
Database configuration formulas
Operators and functions in database configuration formulas
Communication Templates
Actions
Actions overview
Types of actions
Deletion rules for actions
Working with actions
Creating action records
Creating action groups
Creating actions specific to workflow
Creating actions specific to escalations
Roles
Roles overview
Types of roles
Deletion rules for role records
Working with roles
Creating role records
Escalations
Workflow Designer
Workflow Administration
Cron Task Setup
E-mail Listeners
E-mail Listeners overview
Email listeners components
E-mail listeners process
Predefined workflow process for e-mail listeners
E-mail listeners definitions
Security settings for e-mail listeners
Communication templates for e-mail listeners
Preprocessors for e-mail listeners
Object key delimiters
Logging
E-mail messages
Polling of mail servers for email messages
Queues
Staging e-mail messages
Status of e-mail records
E-mail attachments
Message thresholds
Bounced e-mail messages
Deletion of e-mails from the mail server
E-mail formats for e-mail listeners
Formatted e-mail keywords
Rules for formatted e-mail messages with attribute-value pairs
Examples of formatted e-mail messages using change status function
Examples of formatted e-mail messages using create and update functions
Examples of formatted e-mail messages using query function
Working with E-mail Listeners
Purging e-mail records from the staging table
Customizing the e-mail listener preprocessor
Changing the object key delimiter
Working with e-mail listeners definitions
Creating e-mail listener definitions
Deleting e-mail listener definitions
Activating workflow processes for e-mail listeners
Configuring e-mail listeners to use Java Messaging Service queues
Creating communications for e-mail messages
Database Information
Web Services Library
Launch in Context
Automation Scripts
Migration
Object structures
Formulas
Adding object formulas
Adding attribute formulas
Task Management module
Activities and Tasks
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Work Orders module
Work Order Tracking
Work orders overview
Work order management plans
Safety plans
Safety hazards associated with work orders
Work plan removal
Work orders
Service level agreements
Ownership of work orders
Work order statuses
Material availability status on work orders
Cron tasks and work order status
Duplication of work orders
Work packages
Actuals on work orders
Actual labor hours for work orders
Actual material use for work orders
Actual tool use for work orders
Costs on tickets and work orders
Record relationships and work orders
Failure analysis
Measurement points for work assets on work orders
Preventive maintenance alerts
Work record approval
Rules for changes to archived work orders
Deletion rules for work orders
Working with work orders
Creating work orders
Associating safety plans with work orders
Creating work plans for work orders
Associating work plans with work orders
Adding work plan tasks to work orders
Creating job plans from work plans
Applying service level agreements to records
Removing service level agreements from records
Applying routes to work orders
Creating related records
Removing relationships between records
Assigning a parent to a work order
Reporting actuals for work orders
Rescheduling and unassigning work
Specifying meter readings on work orders
Enabling preventive maintenance alerts for work orders
Reporting downtime for assets
Swapping assets
Categorizing work orders with classifications and attributes
Categorizing work order tasks with classifications and attributes
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Stopping workflow processes
Changing the status of a list of records
Adding qualification requirements to job plans
Adding qualification requirements to work orders
Adding qualifications to job plans
Labor Reporting
Working with labor reports
Creating labor transactions
Reporting work hours by work order
Reporting work hours by labor code
Reporting work hours by ticket
Specifying labor transactions by contract/vendor
Recording daily attendance
Creating invoices
Creating key performance indicators
Quick Reporting
Quick reporting overview
Costs on tickets and work orders
Work order statuses
Record relationships
Preventive maintenance alert information
Rules for deleting work orders
Working with quick reporting
Creating work orders for quick reporting
Completing work orders
Applying routes to work orders
Reporting actuals for work orders
Specifying meter readings on work orders
Reporting downtime for assets
Swapping assets
Assigning a parent to a work order
Changing the status of a list of records
Assignment Manager
Work assignments overview
Status of work assignments
Changes to labor availability for work assignments
Priority preferences for work assignments
Parameter preferences for work assignments
Working with work assignments
Adding work assignments
Specifying labor for work assignments
Reassigning work assignments
Assigning multiple work records to multiple labor codes
Service Requests
Service requests overview
Service request management
Service request templates
Service level agreements
Record relationships
Global records
Service request categorization
Ticket statuses
Costs on tickets and work orders
Linear segment details
Restrictions on deleting tickets
Working with service requests
Creating service requests
Applying service level agreements to records
Removing service level agreements from records
Classifying records
Adding activities to service requests
Reporting labor time for activities on tickets
Reporting labor time using the Start and Stop timers
Classifying records
Selecting labor for activities on tickets
Creating records from existing records
Relating records to other records
Relating ticket and work order records
Deleting relationships
Removing global issue flags
Changing the status of a list of records
Changing archived tickets
Work Orders application
Status bar
Custom views
Using AI recommendations in work orders
Viewing similar work orders
Workflow Assignments application
Managing Work Centers
Work Centers overview
Work Centers
Analyzing data
Business Analysis Work Center
Data Set Designer
Managing inventory
Items
Importing item data
Item statuses
Condition-enabled items
Adding condition codes and rates to items
Storeroom management
Issuing items
Transferring rotating items
Managing reorder rules
Cycle counting
Reconciling inventory balances
Inventory reservations
Issuing items
Returning issued items
Issuing, transferring, or deleting reservation batches
Picking and staging inventory
Inventory pick and stage
Creating and processing pick lists
Managing assets and locations
Assets
Adding asset types
Importing assets
Asset import guidelines
Moving assets
Locations
Defining locations
Systems
Location import guidelines
Adding locations to systems
Adding location types
Relating asset and location meters
Configuring autonumbering for assets and locations
Inhibiting alert generation for assets and locations
Managing work
Work order management
Work orders and job plans
Work orders and inspections
Creating work orders
Reviewing service requests
Completing work orders
Creating work orders
Managing inspection forms
Conducting inspections
Submitting service requests
Creating service requests
Example: Responding to a user problem
Planning and scheduling work
Scheduling roles
Scheduling terms
Rolling schedules
Date calculation and display
Date constraints in schedules
Best practices: Data preparation for scheduling
Performance considerations for scheduling work
Graphical view
Graphical view navigation
Record movement in the graphical view
Sorting columns
Filtering data in the graphical view
Quick filter
Zoom options in the graphical view
Refreshing data in the graphical view
Uncommitted work
Graphical view tips
Graphical view customization
Defining shift colors
Configure Tooltips application
Configuring tooltips
Configuring default settings in the graphical view
Managing schedules
Schedules overview
Graphical view for schedules
Resource planning in schedules
Scheduling alternate resources application
Defining alternate resource availability
Asset and location availability
Status of schedules
Schedule duplication
Time zones in the graphical view
CPM in schedules
Percent complete display and calculations
Displaying percent complete in the graphical view
Schedule compliance calculation
Viewing costs associated with scheduled work
Forecast costs for preventive maintenance
Evaluating project performance
Evaluating maintenance planning
Evaluating resource load and availability
Calculating schedule compliance with a cron task
Scheduling work in the graphical view
Creating schedules
Sample queries
Scheduling work based on resource availability
Managing precedence constraints in the Graphical Scheduling application
Predecessor relationships
Interruptible and uninterruptible tasks
Committing schedule and work list data
Scenarios
Comparing scenarios
Published schedules
Snapshots
Graphical Scheduling application
Graphical Scheduling - Large Projects application
Scheduling dashboard
Adding schedules to the Scheduling dashboard
Viewing resource utilization on the Scheduling dashboard
Viewing resource leveling on the Scheduling dashboard
Fixing scheduling issues on the Scheduling dashboard
Monitoring optimization progress on the Scheduling dashboard
Removing schedules from the Scheduling dashboard
Planning dashboard
Calculating cost and monitoring compliance from the Planning dashboard
Managing assignments
Assignments overview
Assigning work
Splitting work between people and shifts
Rescheduling assignments
Defining emergency work
Exporting assignment calendars
Resource availability for assignments
Using the assignment status values
Reevaluating assignments
Retaining assignment status during optimization
Managing assignment rejection
Managing access to schedules
Graphical Assignment application
Creating work lists
Creating dashboard-ready scenarios for selected schedules
Dispatching work
Preparing to dispatch labor and crews
Responding to labor and crew unavailability
Responding to emergency work
Geolocation of labor and crews
Street level route cron tasks
Running the destination travel time matrix with a cron
Setting travel time in the Dispatching dashboard
Work zones
Graphical Assignments - Repair Facility application
Repair facilities
Creating work lists
Assigning work to repair facilities
Asset availability in repair facilities
Checking asset availability in repair facilities
Dispatching dashboard
Adding schedules to the Dispatching dashboard
Removing schedules from the Dispatching dashboard
Optimizing schedules
Exploring assignment issues
Exploring the Gantt chart
Assigning emergency work in the dashboard
Viewing technician status in the Dispatching dashboard
Viewing resource information on Dispatching dashboard
Finding work orders from the map
Managing short term work
Creating work lists in the Graphical Work Week application
Modifying availability in the Graphical Work Week application
Balancing resource loads and assigning work
Graphical Work Week application
Managing resources
Modifying availability in the Graphical Resources View application
Creating resource lists
Graphical Resource View application
Managing crews
Creating crew lists
Adjusting crew assignments
Resources in the Graphical Crew Management application
Validating data
Validating schedule data
Scheduler Data Manager application
Troubleshooting data validations
Calendar validations
Query validations
Work validations
Dependency validations
Assignment validations
Resource validations
Managing appointment books
Appointment Book Manager application
Creating appointment books
Viewing appointments in an appointment book
Modifying available appointments in an appointment book
Managing access to appointment books
Graphical Appointment Book application
Scheduling appointments
Rescheduling appointments
Canceling appointments
Enabling communication templates for appointments
Optimizing schedules
IBM® Maximo® Optimizer optimization models
Activating the what-if analysis function
Running what-if analysis with natural language
Activating the critical path method
Applying the Large Neighborhood Search (LNS) algorithm
Applying optimization parameters for overtime and availability
Optimization parameters
Improving capacity planning with what-if scenarios
Benefits of IBM Maximo Optimizer
Optimization templates
Running optimization
Viewing optimization processes and results
Example of comparing optimization scenarios
Generating the conflict diagram for an Optimizer job
Configuring dynamic scaling for execution service pods
Managing queue worker distribution across execution service pods
Managing building information model data
Building information modeling (BIM)
COBie standard data
Classifications for building information models
Uploading and linking BIM models to assets by using MxLoader
Configuring Maximo Manage for Building Information Models (BIM) applications
Signature options for Building Information Models applications
Configuring building information model data
Defining system settings for building information modeling (BIM) data
Importing OmniClass classifications
Configuring BIM projects
Defining filters
Creating maps from COBie attributes to Maximo business objects specifications and fields
Creating projects
Creating system maps for COBie systems
Configuring data for building models
Configuring data for Maximo Manage
Importing model data into Maximo Manage
Validating data
Importing validated data
Updating imported data
Merging design data with existing data
Exporting data from Maximo Manage to COBie
Commissioning buildings
Managing building models
Configuring the Building Information Modeling (BIM) viewer
Associating building models with locations
Building models viewer
Attribute maps for COBie data
Contacts
Facility
Floor
Space
Component
Zone
System
Job
Attributes
Document
Resource
Assembly
Monitoring maintenance budgets
Budget Monitoring
Configuring budget monitoring
Creating budget records
Predefined focal points and calculation rules
Using Maximo Assistant
Monitoring
Configuring monitoring and metrics
Creating config map
Creating service
Querying metrics
Setting up Grafana
Upgrading
Upgrading from Maximo Asset Management to Maximo Manage
Restoring an earlier version of Maximo Manage
...migrating configuration content
...migration
Migration environments
Migration process
Applications used in the migration process
What content you can migrate
Database configuration content
Compiled sources
Package definitions and packages
Snapshot packages
Change packages
Collection packages
Package definition status
Package status
Deletion of package definitions
Deletion of packages
Migration collections
Planning for migration
Migration participants and roles
Validation of database integrity
Migration and database backups
Migration scheduling
Determining the configuration content to migrate
Predefined migration objects and migration groups
Data Dictionary migration group
Document Library migration group
Application migration group
Resources migration group
Functional migration group
Application Security migration group
Reporting migration group
System migration group
Integration migration group
Business Process Management migration group
Migration migration group
Ticket Template Data migration group
Classification Data migration group
Interaction System Objects migration group
Interaction Artifacts migration group
Scripting System Objects migration group
OSLC migration group
Creating migration objects
Migration object processing sequences
Creating migration groups
Deletion of migration groups
Comparing source and target databases
Setting inbound restrictions
Migration limitations
Migration reports
Migrating your configuration content
Setting up migration collections
Exporting and importing configuration records to and from external systems
Exporting migration collection records
Downloading exported migration collection records
Importing migration collection records
Creating migration collections
Capturing events in migration collections
Defining the related configuration records in migration collections
Validating migration collections
Enabling users to add records to migration collections
Setting up package definitions
Defining target environments and their distribution types
Read/write access to Migration Manager folders
Creating package definitions
Attribute replacements
Selecting attributes to replace during deployment
Creating package definitions from a migration collection
Creating packages
Distributing packages
Deploying packages
Deployment overview
Deployment previews
Deployment steps and package content
Deployment to an environment that has different products or versions
Deployment of a package to its source environment
Attribute replacement rules
Defining attribute replacement rules in a target environment
Uploading packages to a target environment
Increasing the package size upload limit
Deploying a package
Deployment data errors
Correcting deployment data errors
Post-deployment activities
Migrating dashboards
Migration troubleshooting
Migration logger
Package creation errors
Package distribution errors
Package deployment errors
Migration error messages
Developing
Application framework
Preparing the development environment
Setting up the environment
Exploring the workspace
Design guidelines
Data validation
Server-side validation
Client-side validation
Autofill properties
Configuring autofill properties
Example: Configuring autofill for the Affected Person field in service requests
Error notification for client-side validation
Best practices for data validation types
Property configurations
Developing applications
Creating and modifying applications
Duplicating applications
Creating applications
Deleting an application
Creating restrictions
Creating application restrictions
Restricting data
Restricting the data returned from the database
Examples of restrictions on the data that users see
Defining signature options
Arranging the layout of controls
Laying out a new tab
Merging classification attribute values into one column
Controlling the size of fields
Specifying size ranges for data types
Specifying the size of single fields
Adding images
Adding images to the images directory
Adding a record image to an application
Configuring default values for controls
Assigning a default label to an attribute
Saving changes to the database
Overriding a value in the default label field
Assigning a default value to an application field
Setting default filters for a table window
Adding a value list to a text field
Moving application controls
Moving controls across tabs
Moving controls across applications
Moving components and applications across servers
Exporting multiple applications
Adding navigation components
Navigation components
Linking to an external URL
Linking to an application from a text field
Adding buttons to the application toolbar or Common Actions menu
Adding buttons next to text boxes
Example: Adding buttons next to a multipart text box
Adding options to the Select Action menu or More Actions menu
Modifying links in a self-service application
Configuring related information for fields
Example: Enabling an existing hover window
Example: Creating hover windows
Providing user information
Adding messages to the messages table
Linking to user information
Configuring dialog windows for an application
Modifying an application dialog window
Modifying a system dialog window
Creating a dialog window
Transferring data between applications
Data transfer options
Linking objects to share data between applications
Adding a comment attribute to an asset
Linking objects in different applications
Adding a text box for comments
Using crossover domains to share data between applications
Adding a comment attribute to an asset
Adding a comment attribute to a work order
Creating a crossover domain
Applying a crossover domain
Adding a text box for comments
Configuring conditional components
Conditional user interface
Hierarchy of restrictions
Creating conditions
Conditions
Creating conditional expressions and classes
Conditional expression syntax
Sample conditional classes
Applying conditional security
Conditional security
Defining signature options
Removing a signature option from a UI control
Applying signature options to show UI controls
Showing controls to some users
Applying conditional data restrictions
Conditional data restrictions
Specifying data restrictions for security groups
Specifying global data restrictions for security groups
Adding conditions to the properties of UI fields
Adding conditions to determine access to UI controls
Adding conditions to hide user interface controls
Application developer properties
Control properties
Application bar control
Attachments control
Blank line control
Breadcrumbs control
Button group control
Check box control
Combo box control
Data source control
Default value control
Help grid control
Hover window control
Hyperlink control
Icon menu control
Image control
Include control
List box control
Menu bar control
Multiline text box control
Multipart text box control
Parameter value control
Parameter values control
Presentation control
Push button control
Radio button control
Radio button group control
Record image control
Rich text editor control
Rich text viewer control
Section control
Section column control
Section header control
Section row control
Static text control
Tab properties
Tab group control
Table control
Table column control
Text box control
Tree control
Tree attribute control
Tree node control
Customizing
Adding customizations
Executing custom shell scripts
Build process flow and considerations for shell scripts
Configuring server bundle properties
Configuring the application server
Configuring JVM options
Retrieving administrative images
Customization archive guidelines
Setting up a local Maximo Manage development environment
Installing Podman and exposing the default route
Preparing a local development environment
Pulling and tagging base images
Building and deploying development images
Setting build tag limits
Debugging Maximo Manage
Configuring debug mode for existing server bundle deployments
Configuring debugging for stand-alone server deployment
Configuring port forwarding
Creating the remote debugging configuration
Connecting the remote debugger to the listener
Defining remote access to the debug server
Developing and extending Maximo Mobile
Configuring default bar code formats
Bar code format support
Configuring application links
Optimizing doclinks for faster mobile downloads
Automation scripts
Script design flow
Creating automation scripts
Script compilation and caching
Script components
Scripts and launch points
Variables and bindings
Launch point variables
Implicit variables
Service.log( ) method
Data retrieval by using variable bindings
Relationship notation and path
Single value retrieval
Multiple value retrieval
Array notations as filters
Example: Array notations in automation scripts
Gathering user input by using choice messages
Example: Configuring choice messages
Implicit and explicit variables
Launch points
Script with an object launch point
Script with an attribute launch point
Script with an action launch point
Script with a custom condition launch point
Script without a launch point
Activating and deactivating scripts
Core concepts
Service object
Maximo business object constants
Errors and warnings in scripts
Library scripts
Object scripts
Object launch point
New object scripts
Duplicate object scripts
Object relation scripts
Attribute launch points
Validate and action events
Creating lookups by using scripts
Init and init value attribute events
Integration scripts
Integration script points
Object structure scripts
Publish channel scripts
Event filters for publish channels
Exits for publish channels
Enterprise service scripts
Invoke channel scripts
Endpoint scripts
HTTP handler exit
ScriptHTTPReq details
ScriptHTTPResp details
Web service handler exit
ScriptSOAPReq details
ScriptSOAPResp details
JMS handler exit
ScriptJMSReq details
ScriptJMSResp details
Integration with workflow
Message-driven bean scripting
REST API scripts
Script handler
Security
Object structure action
Object structure query
MMI scripts
User interface interactions
YNC interactions by using scripting
User interface interaction with dialogs
Other scripts
Example: Automating assigning service requests
Example: Result of automating the assignment of service requests
Example: Assigning the service group to the service request
Example: Creating the action launch point and script
Example: Creating the escalation
Example: Testing the configuration
Example: Actions performed by the example script
Example: Work log creation by using MBO APIs
Example: Automating communication by using a custom role
Example Maximo Business Rules scripts
Action launch point
Condition launch point
Attaching the script to the condition
Scheduling automation scripts to run as part of cron tasks
Adding scripts that run as asynchronous jobs
Role automation scripts
MXException automation scripts
Formula functions
Troubleshooting
Debugging scripts
Logs from the scripting framework
Redirecting scripting logs to a separate log file
Creating scripts to manage attachments
Interface methods
Automation script warnings
Searching scripts with warnings
Resolving warnings
Script tests
Testing automation scripts
Scripting best practices
Integrating
Integrating data with external applications
Integration framework overview
Integration framework
Integration framework components
Message provider enablement
Framework for operational management product integration
Framework for user interface integration
Integration with Apache Kafka
Specifying a Kafka provider
Registering Kafka topics as Maximo Manage queues
Configuration of the Kafka cron task
Guidelines for Kafka cron task configuration
Kafka message processing
Error processing with an Apache Kafka provider
Expired message cleanup
Managing Kafka offset values in Maximo Manage
API requests for browsing Kafka queues
Enabling data export and import through message queues
Configuring system properties for JMS queues
Activating the cron task for JMS queues
Exporting data to a test file
Importing data from a test file
Configuring Java Message Service (JMS) servers
Configuring JMS servers for Maximo Manage
Scaling JMS servers
Integration components
Object structures
Identification of object structure data
Alternate keys
Object fields
Interface table and flat file considerations
Modification of a predefined object structure
Configuring an object structure
Creating object structures
Configuring an alternate key
Including nonpersistent fields in the object structure
Excluding persistent fields from the object structure
Resolving alias conflicts
Setting restrictions on fields for inbound messages
Setting advanced configurations for an object structure
Message templates that specify outbound data
REST API route tracking
Publishing channels and services
Publish channels
Creating publish channels
Enabling publish channel listeners
Invocation channels
Creating invocation channels
Configuring an action to call an invocation channel
Invoking an external system from an application
Object structure services
Enterprise services
Configuring an enterprise service
Creating an enterprise service
Configuring additional object structures for an enterprise service
Adding gateway properties to an enterprise service
Standard services
Endpoints and handlers
Configuring an endpoint
Creating endpoints
Adding a handler to an endpoint
Writing custom handlers
Predefined endpoint handlers and properties
Enterprise bean handler
Flat file handler
Kafka handler and properties
HTTP handler
S3 handler and properties
IFACETABLE handler
JMS handler
Web service handler
Web service handler (JAX-WS)
XML file handler
Command line handler
Configuring OAuth access
Sending emails with OAuth
Web services
Web service sources
JMS queue settings for enterprise web services
Implementing SOAP 1.1 and 1.2 with JAX-WS web services
Web service deployment options
Web service deployment actions
Schema generation
Generation of a Web Services Description Language file
UDDI registration
Creating and deploying web services
Creating a web service
Deploying a web service to the product web service container
Deploying a web service to the application server web service container
Updating schema information
Web service interactions overview
Creating interactions
Configuring an external system
Creating an external system
Specifying a Kafka provider
Enabling an external system
Enabling a publish channel
Associating a publish channel with an external system
Selecting publish channels for the external system
Adding an endpoint to a publish channel
Importing file-based data
Enabling an enterprise service
Associating an enterprise service with an external system
Selecting enterprise services for the external system
Selecting an enterprise service queue type
Exporting data
Exporting data in sequential batches
Importing file-based data
Importing data by using a REST API call
Registering Kafka topics as Maximo Manage queues
Adding JMS queues to an external system
Creating interface tables
Working with integration controls
Setting up a Boolean control
Setting up a cross-reference control
Setting up a list control
Setting up a value control
Overriding values for a cross-reference control
Overriding values for a list control
Predefined integration content
Master data objects
Asset object
Chart of Account object
Classification item object
Craft object
Financial project object
General ledger (GL) component object
Labor object
Person object
Person/user object
Storeroom location object
Vendor (Companies) master object Structure object
Vendor (Companies) object
Item and inventory objects
Item object
Service item object
Tool item object
Inventory object
Inventory balance object
Item vendor object
Inventory reservations object
Inventory issues object
Documents objects
The STATUSIFACE field and processing
Purchase contracts object
Purchase requisitions object
Purchase order object
Invoice object
Outbound processing rules for work order interfaces
Work order object
Work order detail object
Work order hierarchy object
Transaction interface objects
Receipts object for materials and services
Material and rotating item receipt object
General ledger (GL) object
Labor time reporting object
Meter reading object
System objects
Object structures object
Enterprise service object
Publish channel object
End point object
External system object
Integration control object
Invocation channel object
Integration queue object
Message definition object
MBO configuration object
Domain object
Communication template object
Action definition object
System properties object
Integration module object
Logical management operations (LMO) object
Operational management product (OMP) object
Launch entry object
Data loading order
Integration data processing
Planning to process data for integration
Inbound data processing
Asynchronous processing of inbound messages
Synchronous processing of inbound messages
Initiation of asynchronous processing of inbound data
Initiation of synchronous processing of inbound data
Processing sequences
Enterprise service processing sequences
Synchronous integration with an object structure service
Synchronous integration with a standard service
Enterprise service processing sequences
Synchronous integration with an object structure service
Synchronous integration with a standard service
Outbound data processing
Asynchronous integration with a publish channel
Data export feature
Event-based integration
Synchronous integration with an invocation channel
Customization of metadata properties in an invocation channel
Configuring integration processing
Configuring asynchronous processing of inbound messages
Configuring asynchronous processing of outbound messages
Rule-based customization
Rule definitions for objects and records
Processing rule definitions
Processing rule initiation
Processing rule actions
Message processing actions
Field transformation actions
Processing sequence
Conditions and evaluations
Condition specifications
Evaluation category specifications
Field to evaluate
Type of evaluation
When to evaluate a field
Comparison field specifications
Integration controls
Control levels
Control types
New controls
Configuring processing rules
Defining integration control or system control evaluations
Defining object field evaluations
Defining object set evaluations
Defining XML field evaluations
Defining processing rules
Enabling processing rules
Adding controls
Adding Boolean controls
Adding cross-reference controls
Adding list controls
Adding value controls
Associating integration controls with enterprise services or publish channels
Managing data in sub-record fields
Setting sub-record field values
Combining sub-record field values
Splitting sub-record field values
Replacing sub-record field values
Code-based customization
Customization Java classes and methods
External exit classes
User exit classes
Preprocessing method for outbound transactions
Postprocessing method for outbound transactions
Preprocessing method for inbound transactions
Postprocessing method for inbound transactions
Business object processing on inbound transactions
Event filter classes
Handler exit classes
Enterprise bean processing user exit class
HTTP processing user exit class
JMS processing user exit class
Web service processing user exit class
Customization with automation scripts
Creating automation scripts for integration
Customization of object structure processing
Customization points for object structure processing
Outbound processing of object structures
Functions for outbound processing of object structures
Skip processing of business objects
Skip processing of columns in business objects
Set values in fields
Java definition classes and automation scripts
Inbound processing of object structures
Functions for inbound processing of object structures
Skip or change message processing
Create business object sets
Change business objects or business object sets
Change processing of rules
Set values in fields
Add business objects and change values in fields
Change the transaction before saving to the database
Change status or status date
Context APIs for the inbound processing of object structures
Customization of channel and service processing
Customization points during publish channel processing
Customization points during enterprise service processing
Customization points during invocation channel processing
Examples of using automation scripts during processing by channels and services
XSL mapping
Interface table user exit class
Configuring the integration framework
JMS queue configuration
Creating and configuring a queue
Queue properties
Sequential queues
Continuous queues
Continuous queue performance
Message driven beans
Batch processing of messages
Configuring an error queue for the continuous queue
Queue message format
Messages in text format
Viewing and deleting messages in a JMS queue
Error management
Non-queue error management
Queue-based error management
Configuring error management
Configure notification properties
Error processing with an Apache Kafka provider
Error notification
Message reprocessing
Message status values
Error messages
Critical errors
Correcting errors
Reprocessing an edited message
Deleting messages
Refresh messages
Error management with file-based data import
File-based error management
Configuring error management in data import cron tasks
Information extracted by file-based error management
Downloading reprocessable files
Reprocessable file format
Deleting reprocessable files
Interface table error management
Common causes of errors
Error research
Message tracking
Message details
Message status values
Message events
Message tracking configuration
Enabling message tracking
Cluster configuration
Configuring cron tasks
Configuring a message processing server
Global directory configuration
Access to services by inbound messages
Integration security
Authentication security
Configuring J2EE security
Configuring J2EE restrictions for JMS queues
Securing enterprise bean access
Securing the HTTP servlet
Securing web services
Interface table security
Securing remote integration APIs
Outbound router handler security
Authorization security
Language support
Default processing of multiple languages
Multilanguage attributes
Bidirectional language support
Bidirectional language formats
Configuring bidirectional language support for external systems
Exporting and importing file-based data
Exporting and importing data in the External Systems application
Exporting data
Exporting data in sequential batches
Importing file-based data
Importing data by using a REST API call
Importing S3 data by using cron tasks
Configuring the integration framework to use XSL files with S3 buckets
Cron tasks for processing inbound data
XMLFILECONSUMER cron task
FLATFILECONSUMER cron task
LOADFLATOBJECT cron task
LOADXMLJSONOBJECT cron task
Configuring applications for data export and import
Defining the object structure content
Enabling data import and export in an application
Initiating data export and import in an application
Exporting application data
Importing application data
Data import
Federated MBO integration
Integration APIs
REST JSON API enhancements
Data import and export with REST API
REST API as replacement for RMI
Communication with external applications through REST API
KPI enhancements
Integration queries
Query services
Creating an enterprise service query
Web service queries
Query XML structure
Query selection criteria
Field selection
Field evaluation
Range selection
Where clause selection
Interface tables
Creation of interface tables
Regeneration of interface tables
Deletion of interface tables and records
Format of interface tables
Interface table polling
Interface table polling cron task
Advanced interface table polling
Processing interface tables on an external system
Enabling inbound processing
Enabling outbound processing
Integration modules
Integration module components
Integration module definitions
Operational management products
Logical management operations
Implementation prerequisites
Implementation properties
Integration module parameters
Integration module process flow
Endpoints
Invocation channel or Java class implementation
Invocation channel and Java class comparison
Invocation channel implementation
Java class implementation
Integration module processing
Identification of integration components
Integration module invocation
Service invoker property map
Invoke methods
Operational management product service method
Service invoker utility methods
Integration module response processing
Configuring integration modules
Creating integration modules
Selecting logical management operations for integration modules
Selecting logical management operations for operational management products
Associating a logical management operation with an integration module
Associating an operational management product with an integration module
Configuring logical management operations
Creating logical management operations
Adding attributes to logical management operations
Launch in Context feature
Preparation of the external application
Launch entry URL into an external application
Launch entry URL into a product application
Enabling launch-in-context
Creating a launch entry
Properties specific to operational management products
Configuring a signature option for a launch point
Adding a launch point to an application menu
Adding a button as a launch point
Adding a condition to a launch point
Signature option conditions
Integrating with Workday Connector
Workday Human Capital Management (HCM) overview
Workday worker integration
Workday Time Tracking integration
Workday Financials overview
Workday Account integration
Workday Journal transaction integration
Envizi ESG Suite and TRIRIGA Application Suite Connectors
Integrating with Maximo Connector for Envizi
Overview
App Connect
Installing App Connect
App Connect flows
Installing Maximo Connector for Envizi
Installing Maximo Connector for Envizi in Maximo Application Suite 8.10
Installing Maximo Connector for Envizi in Maximo Application Suite 8.9
Configuring Maximo Connector for Envizi
Configuring App Connect
Adding account for S3 server and HTTP connectors
Importing and configuring App Connect flows
Authenticating on-premises and cloud basedApp Connect
Check data and add App Connect certificate
Check the data correctness
Adding unit of measurement
Adding service address
Adding the App Connect certificate in Maximo Application Suite 8.9 and later
Adding the App Connect certificate in Maximo Asset Management 7.6.1.2 and later
Configuring Maximo Application Suite for integration
Deploying the Maximo Application Suite build
Configuring artifacts
Meter groups configuration
Configuring endpoints
Cron tasks
Basic cron task parameters
Advance cron task parameters
Configuring the PLUSZEXPORT cron task
Using the connector
Starting or stopping cron task instance
Starting or stopping App Connect flows
Testing the configuration
Troubleshooting connection errors
Integrating with TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA
App Connect
Installing TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA
Installing TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA in Maximo Application Suite 8.10 and later
Installing TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA in Maximo Application Suite 8.8 and 8.9
Installing TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA in Maximo Asset Management 7.6.1.2 and later
Configuring TRIRIGA Application Suite Connector for Maximo Maximo Connector for TRIRIGA
Configuring App Connect
Authenticating App Connect
Importing App Connect flows
Data prerequisites for the integration
by using App Connect Enterprise (CP4I) and App Connect SaaS (AWS)
by using App Connect SaaS (IBM Cloud)
Add App Connect certificate
Adding the App Connect certificate in Maximo Application Suite 8.9 and later
Adding the App Connect certificate in Maximo Asset Management 7.6.1.2 and later
Adding the App Connect certificate in TRIRIGA Application Suite
Configuring TRIRIGA Application Suite for integration
Importing object migration packages
Running in production
Configuring Maximo Application Suite for the connector
Creating the TRIRIGA organization
Creating a clearing account in the chart of accounts
Creating the TRIMAIN site
Generating API keys
Creating integration controls
Enabling object structure security
Setting definitions in Application Designer
Configuring support for comments and attachments
Adding the EXTERNALREFID object to the database
Creating the PLUSISRDOCS object structure
Updating the enterprise service for comments and attachments support
Testing the configuration
Troubleshooting connection errors
Integration reference information
System properties for integration
Integration XML
XML message overview
XML structure
Root element and attributes
Object structure element
Object elements and attributes
Object field elements and attributes
Changed field attribute
General ledger field attribute
Translatable field attribute
Synonym field attribute
Encrypted field attribute
Action attributes
Field value types
Integration XML schemas
XML schemas overview
Schema structures
Metadata schema
Object structure schemas
Object schemas
Multi-noun messages
Service level schemas
Standard service schemas input and output
Object structure and enterprise service input and output
Collaboration switches
Format of collaboration switches
Retrieving a collaboration switch
Configuring collaboration switches
Viewing collaboration switches
Modifying a collaboration switch
Adding a collaboration switch to the database
Predefined collaboration switches
Default collaboration switches
Inventory collaboration switches
Invoice collaboration switches
Labor transaction collaboration switches
Purchase order collaboration switches
Purchase requisition collaboration switches
Receipt collaboration switches
Work order collaboration switches
Integrating with Maximo Application Suite applications
Integrating IBM Maximo Maintenance Cost Insights with IBM Apptio
Configuring object structures for Apptio integration
Configuring domains for Apptio integration
Configuring end points for Apptio integration
Configuring cron tasks for Apptio integration
Configuring work order export behavior
Configuring API calls to fetch data from Apptio
Maximo Maintenance Cost Insights dashboard overview
Enabling the Total Cost of Maintenance (YTD) dashboard
Viewing data in the Total cost of maintenance (YTD) dashboard
Maximo Monitor to Maximo Manage integration
Overview
Organization and site integration
Location integration
Asset integration
Integration process
Initial data synchronization
Integrating Maximo Manage with IoT monitoring systems
IoT device data integration overview
Associating device metrics to asset and location meters
Integrating with Maximo Real Estate and Facilities
Installing and configuring Cognos Analytics on Cloud Pak for Data
Installing Cognos Analytics
Cognos Analytics entitlement for Maximo Application Suite
Prerequisites for Cognos Analytics
Recording key information from Cloud Pak for Data for Cognos Analytics configuration
Configuring Cognos Analytics server
Creating Cognos Analytics instances
Cognos Analytics system properties
Cognos Analytics end point properties
Creating a Cognos Analytics administrator for publishing packages
Creating a data source in Cognos Analytics
Configuring Maximo Manage user synchronization to Cloud Pak for Data
Configuring MXCOGNOS end point
Adding users to security group
Configuring Cognos Analytics stand-alone server
Prerequisites for using Cognos Analytics stand-alone server
Configuring mxcognosdatasources.properties file for MXCSP
Copying files from Maximo Manage to Cognos Analytics server
Creating namespace for MXCSP or LDAP
Creating a data source in Cognos Analytics
Configuring MXCSP login parameters
Configuring Cognos Analytics system properties in Maximo Manage
Configuring end point properties in Maximo Manage for package publishing
Adding users to security group
Configuring Cognos Analytics reports, active reports, and dashboards in Maximo Manage
Troubleshooting
Manage Monitoring Information
Manage Monitoring Information APIs
Scenario: Running MMI APIs to gather diagnostic information
JDOM upgrade
Database connection failure due to SSL or TSL error
Troubleshooting Maximo Mobile
Troubleshooting applications on Android
Reviewing data download error details
Performing diagnostics
Reference
Conditional user interface
Properties for workspace deployment
System properties
Asset properties
Attached document properties
Attachment properties for Microsoft Azure blob storage
Attachment properties for S3
Automation scripts properties
Bidirectional language properties
Bulletin board property
Calendar property
Classification item properties
Communication template property
Condition property
Cron task properties
Database properties in IBM Maximo Manage
Deployed assets property
Drilldown properties
Dynamic job plan property
Email interaction system properties
Email listener properties
Environment properties
E-signature properties
General ledger property
Guest login properties
mxe.help properties
Internet Explorer Java properties
Inventory property
Issues and transfers property
Migration Manager properties
Operational dashboard property
Reorder property
Report integration properties
Server properties
Side navigation properties
User interface system properties
Utilities for logging and testing
Work order properties
Workflow properties
APIs for administrative utilities
Generating entity relationship documents (ERDs)
Downloading entity relationship documents (ERDs)
Viewing entity relationship documents (ERDs)
Maximo Mobile REST APIs
Maximo Manage REST APIs
Authentication
API keys
API home
Query (GET)
Selecting
Filtering
Sorting and paging
Child objects
Selecting distinct data
Saved queries
Create, update, and delete (POST/PATCH/DELETE)
Create and update resources
Delete resources
Bulk operations
Sync operation
JSON schema
Actions
Automation scripts
Handling attachments
Dealing with hierarchical data
Interfacing with the Workflow Engine
File import and export
File import
File export
Report
Migration Manager
System properties
e-signature
Interactive logic
Lookups
Batch errors
Virtual (Non-persistent) MBO support
Duplicate requests
API routes
Swagger JSON and UI
API examples by object
Creating a Maximo user
Creating a multi-tenant tenant
Troubleshooting
Performance tips
Integrity checker messages
Integrity checker warning messages
Integrity checker error messages
Maximo formula operators and functions
Glossary
Notices