Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
User Manual
EAM Data Management Tool
for IBM Maximo®, SCCD and TPAE
based products
Page 1 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Table of Contents
Preface............................................................................................................................................6
Product Overview...........................................................................................................................9
1. Summary of Changes...............................................................................................................12
Page 2 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 3 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Illustration Index
Illustration 1: Components of the EAM Data Management Tool....................................................9
Illustration 2: Select Action Menu for EAM Data Management Tool............................................11
Illustration 3: Open the Security Groups Application....................................................................14
Illustration 4: EAM Signature Options in Security Group application...........................................15
Illustration 5: Import Modes and corresponding menu entries.....................................................17
Illustration 6: EAM Data Management Tool Searchbar Menu......................................................18
Illustration 7: Sidebar Menu in SCCD 7.5.1..................................................................................18
Illustration 8: Excel worksheet with $IMPORTERROR column...................................................19
Illustration 9: Import Summary Dialog for Continue on Error Mode Simple Import......................20
Illustration 10: final XLS file with errormessages in $IMPORTERROR column...........................20
Illustration 11: Select Action menu option to download an empty XLS template.........................23
Illustration 12: Screenshot of an empty Template in PERSON application.................................24
Illustration 13: Select Action menu option for search result download.........................................26
Illustration 14: Select Action menu Item EAM Data Importer.......................................................27
Illustration 15: Import Data dialog box..........................................................................................28
Illustration 16: Error message during import dialog box...............................................................29
Illustration 17: Data import summary dialog.................................................................................30
Illustration 18: Screenshot XLS file with specification attributes..................................................35
Illustration 19: Select Action menu entry EAM Template for Spec Data......................................36
Illustration 20: Select Classification / specification for XLS template...........................................37
Illustration 21: Select available Class Structure from Lookup Dialog...........................................37
Illustration 22: Internet Explorer open for save dialog..................................................................38
Illustration 23: Screenshot Excel Worksheet names for multiple specifications in one file..........38
Illustration 24: Select Action menu entry Download search result with specification data..........39
Illustration 25: Dialog Create XLS search result download with specification data.....................40
Illustration 26: Worksheet for extended import with child object..................................................45
Illustration 27: Select Action menu entry EAM generate extended XLS template.......................46
Illustration 28: Dialog: Create extended XLS Template...............................................................47
Illustration 29: Multilevel Import File for Security Groups - Applications - Options......................52
Illustration 30: Select Action menu item EAM Upload Template..................................................55
Illustration 31: Upload new Template dialog................................................................................56
Illustration 32: Manage Download Templates dialog...................................................................56
Illustration 33: Download Searchresult into Template - Apply Template.....................................57
Illustration 34: EAM Show Import History Select Action menu item.............................................66
Illustration 35: Show Import History dialog...................................................................................67
Illustration 36: Filter data in the Import History dialog..................................................................68
Illustration 37: Import History with Continue On Error Mode........................................................69
Illustration 38: Select Action menu item EAM Fieldupdater.........................................................71
Illustration 39: EAM Fieldupdater dialog; change attribute DEPARTMENT to IT........................72
Illustration 40: Append a string to a description with the fieldupdater..........................................73
Illustration 41: Confirmation Question for the EAM Fieldupdater.................................................74
Illustration 42: Select Action menu item EAM Enter allowed Fields for Update Tool...................77
Illustration 43: EAM Fieldupdater Filter Configuration dialog in Maximo 6.2...............................78
Illustration 44: EAM Fieldupdater History dialog..........................................................................79
Illustration 45: Field Updater History with error messages due to an invalid date.......................80
Illustration 46: EAM Power Search dialog with sample search criteria........................................81
Illustration 47: Select Action menu item EAM Mass delete..........................................................83
Illustration 48: EAM mass delete confirmation question dialog....................................................83
Page 4 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 5 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Preface
This user manual describes the components, the usage and the features of the the EAM
Data Management Tools V2.
You should study this user manual if
• you want to use the EAM Data Management Tool in your Maximo or SmartCloud
Control Desk (SCCD) installation
• you want to import existing data from Excel into Maximo
• you want to export data from Maximo to Excel
• you want to update or delete large amounts of data with a simple interface
Using the tools is usually quite easy and intuitive. If you are familiar with your Maximo or
SCCD environment, then it should be easy to use the EAM Data Management Tool.
However, especially the EAM Importer is quite complex and it is recommended that you
read this manual. This can help you to avoid some pitfalls, save some time in the long
run and gives you some tips when working with the tool.
The manual assumes that the tool is already installed in your environment. This manual
does not contain any installation instructions. This is a separate PDF file which you
should have received together with the EAM Data Management Tool software package
and your license keys.
Users of a previous version of the EAM Data Management Tool (or the EAM Universal
XLS Import/Update Tool) should also read this user manual. Some functionality is new,
other parts of the software are improved. The main changes and improvements of this
new version are summarized in chapter 1. Summary of Changes on page 12.
The screen-shots in this manual where created using different Maximo versions (Maximo
Asset Management 6.2.8, Maximo 7.1.1.x, Maximo 7.5.0.x with tivoli09 skin, Maximo
7.5.0.x with tivoli13 skin, SCCD 7.5.1 with tivoli13 skin), different browsers (Internet
Explorer, Mozilla Firefox, Google Chrome; all in different version) and different client
operating systems (various Windows and Ubuntu Linux versions). Depending on your
environment your dialogs may and will look different.
This manual often uses the phrase “Maximo application” or “Maximo/SCCD application”.
This does not imply any limit and is just for easy readability. You can install and use
the EAM Data Management Tools in every system based on the Tivoli Processing
Automation Engine (TPAE) 7.1 or 7.5. You can use the software in “power-apps” (a
application like Assets with a list view and detail view(s) of one record) and in “single-
page-apps” (like Currency Codes, Exchange Rates, Conditional Expression
Manager,...). You can even use the software in custom applications which you have
developed yourself or applications installed by some industry solutions (Service
Provider, Transportation, Oil and Gas, Asset Configuration Manager,...)
Page 6 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The Homepage of EAM Software GmbH contains a sample library. Please visit
http://www.eam-software.de/de/eam-datamanagement-tool/import-templates and
follow the links for your TPAE version and application.
Visit the YouTube channel of EAM Software for an overview of the possibilities and the
use of this tools. There you will find a series of educational videos in English and
German.
http://www.youtube.com/user/EAMSoftware
We appreciate our feedback. Please help to make the sample library extensive and
valuable.
If you have created an import template which
•is useful for other users or customers
•is not yet included in the sample library
•does not violate any privacy, confidentiality polices of your company
•you are willing to share with the community
then please send your template to feedback@fiedler-it.at or info@eam-software.de.
We are happy to include your contribution into the sample library (on your request without
details of the sender). If required we will make the data anonymous.
Page 7 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Comments are welcome! This manual should be as helpful as possible. Please send
comments about this publication to feedback@fiedler-it.at.
Do you have the current version of this manual? Please visit http://www.fiedler-it.at for the
most recent version of this user manual for download or browse online. The online
version is usually the most recent and may contain comments from other uses and
links to sample import files and templates.
Page 8 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Product Overview
This manual describes the different components of the „EAM Data Management Tool“.
The EAM Data Management Tool is not one single Tool and it is not a Maximo
application itself. The EAM Data Management Tools is a collection of several
independent tools. Illustration 1: Components of the EAM Data Management Tool
shows its components:
The „EAM Fieldupdater“ allows you to set one or more attributes for a group of records
(selected records in the list view of an application) or for related records which can be
specified via a relation. You can limit the attributes and relations available for update
with the EAM Fieldupdater with the “EAM Enter allowed Fields for Update Tool”
menu option. See chapter 10. EAM Fieldupdater on page 69
Page 9 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The EAM Power Search allows you to search for records in the list view of Maximo
applications. You can use any persistent attribute of the Maximo object and not just
those available in the Advanced Search dialog. For more information refer to chapter
13. EAM Power Search on page 80
The EAM Importer for IBM Maximo is the main component of the EAM Data Management
Tools and provides several valuable functions. It allows the import of new data and the
modification of existing data in IBM Maximo. As a prerequisite the data must be
available in the Microsoft Excel document format. The EAM Importer also contains
functionality for creating import templates and to download the current records in the
list view of an application into Microsoft Excel. The main part of the following user
manual is dedicated to the EAM Importer.
• Chapter 2. EAM Importer - General on page 14 explains some general concepts
• Chapter 3. EAM Data Management Tool – Simple Import on page 21 explains the
simple Import. The simple import is explained in more detail because it explains the
base concepts.
• Chapter 4. EAM Data Management Tool – Specification Import on page 34 explains
the import of specification data and
• Chapter 5. EAM Data Management Tool – Extended Import on page 43 explains
the import of extended data.
• A new and useful feature called Templates are described in chapter 6. EAM Data
Management Tool – Download Templates on page 52.
One question remains: Where can I find the EAM Data Management Tool in Maximo?
The EAM Data Management Tool is a menu option in the Select Action menu on the
list view tab of your Maximo installation. (This of course depends on several factors
like license, security group,...) Illustration 2: Select Action Menu for EAM Data
Management Tool from page 11 shows all those menu entries.
Page 10 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 11 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
1. Summary of Changes
This section describes the changes that were made to this edition of the book and to the
current version 2.0 of the EAM Data Management Tool software.
Continue on Error Mode. With the current version of the EAM Importer it is possible to
choose between two processing modes: Stop on error or continue on error. This is
helpful if the import data is of lower data quality and imports may fail. See 2.1. Importer
Processing Modes on page 19 for more information.
Support for XLS and the new XLSX Excel file format. The current version does not use
the old (and meanwhile unmaintained) jxl.jar library but uses the new and actively
developed Apache POI library for the Excel file format handling. This supports the
older binary Microsoft Excel file format (.xls extension) and the new Office Open XML
format (.xlsx or .xlsm extension). The import therefore accepts both file formats. The
file format for new Excel files generated by the Maximo/SCCD server (search result
download, template download) can be controlled by a System Property in
Maximo/SCCD. Default setting is the older XLS file format.
Templates. To download search results you can now use predefined templates.
Templates specify which attributes you want to export and in which order they appear
in the downloaded result file. It is possible to upload new templates, to associate them
to the appropriate Maximo-application, to manage those templates and to apply a
template to the current search result (download the search result using the selected
template). Templates can also be used with extended search results and specification
data. For further information on this new feature read chapter 6. EAM Data
Management Tool – Download Templates on page 52.
License Keys and License Management. The current version of the EAM Data
Management Tool needs two license keys in your environment. If you have bought the
EAM Data Management Tool you receive those license keys automatically. If you have
not received any license keys then please contact the EAM Software GmbH at
info@eam-software.de. If you want to evaluate the software you can request a (time
limited) license key free of charge. This allows you to license only those modules you
need only in those applications where you need them for as long as you need them.
License Keys are generated per customer and are personalized with customer
information.
Specify default values for data via System Properties. This feature is useful if you want
to specify some attribute values which should be applied to every import even if this
attribute is not part of the import data file. See chapter 8. Configuration Options for the
EAM Data Management Tools on page 59 for further information.
Specify limits and performance data via System Properties (e.g. maximum number of
rows for an import, maximum number of errors during an import, suppression of the
Page 12 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
creation of the data dictionary in the result files) The corresponding System Properties
are explained in chapter 8. Configuration Options for the EAM Data Management
Tools on page 59.
Page 13 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The Maximo administrator can then enable or disable the individual signature options for
the selected Maximo application. The following Illustration 4: EAM Signature Options in
Security Group application on page 15 shows the Security Group Application (in SCCD
with tivoli13 skin). All the EAM Signature Options are enabled for the Locations
application.
Page 14 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 15 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The Simple Import allows you to import or update “flat” data in Maximo. With the simple
import you cannot add or modify specification attributes or child objects. You may know
this functionality from version 1.0 of this product.
The Specification Import enables you to import or update Maximo objects with
specification attributes like assets, locations or tickets. Specification data is imported
together with the main object from one data source.
The Extended Import allows you to import or update Maximo objects together with
corresponding data in child data sets like ASSET with SPAREPARTS or JOBPLAN's
with their corresponding JOBTASK data.
All import modes share common concepts. For every import mode you can:
•Download an empty Microsoft Excel Template
◦Choose “EAM Template Generator” to download an importer template for the Simple
Importer (without specification attributes or related child data)
◦Choose “EAM Template for Spec Data” to download an importer template with
specification data
◦Choose “EAM Generate extended XLS Template” to download an importer template with
related child data.
•Download the current records in the application list view (the current search result) as a
Microsoft Excel file.
◦Choose “EAM XLS Searchresult Download” to download the current search result of the
application without specification data or related child data
◦Choose “EAM XLS Searchresult with Spec Data” to download the current search result
of the application with its specification data attributes
◦Choose “EAM XLS Extended Searchresult Download” to download the current search
result with child data.
•Importnew or modified data into Maximo. This is accomplished with the menu entry “EAM
Data Importer”. The software automatically detects the import mode to use.
The EAM Data Management Tool is not a Maximo application. Instead it is a set of “Select
Action” menu entries which can be installed and enabled in (almost) any Maximo
application where you want to have the tools available.
The action menu of an IBM Maximo application can contain the following menu items
(depending on the application, the license, the installation or the security setting only
some of these menu items may be available to users)
Page 16 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
If you are using IBM Smart Cloud Control Desk 7.5 or Maximo Asset Management 7.5.0.2
with enabled side bar the EAM Data Management Tool components are also available
in the sidebar of your Maximo application (see Illustration 7: Sidebar Menu in SCCD
7.5.1 on page 18).
Some often used features of the EAM Data Management Tool are also available in the
search bar. The data import is the default action when you click on the search bar
entry, other options can be selected from the drop down list of the entry.
Page 17 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 18 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Stop on Error Mode: This is the default mode and is available since the first version of
the EAM Data Management Tool. In this mode the import stops after the first error. A
detailed error message is displayed to the user (usually with the line number where the
error occurred).
Continue on Error Mode: If an error occurs in a line in the Excel file the error message
is not displayed to the user. Instead the error message is written in the column
$IMPORTERROR in the Excel import file. Furthermore the import is not stopped, but
continues with the next line in the Excel file. After the import the user can filter the
column $IMPORTERROR and find those objects where an error occurred. If the error
can be traced to a specific attribute, than this attribute is marked with a red background
color. This mode is very useful if the data quality of your input data is not perfect and
errors might occur. (An example might be that you want to import new assets with their
location but corresponding location entries might not be available)
To enable the Continue on Error mode you simply create a column with the name
$IMPORTERROR (the leading $ sign is important! This distinguishes the column from
regular attributes). The position of this column does not matter. The column
$IMPORTERROR could be the first column, the last column or anywhere in between.
The column name is case insensitive. $IMPORTERROR or $ImportError are both valid.
The following example illustrates the behavior of the Continue on Error Mode:
Above illustration shows an Excel import file for updating some assets. This sheet also
contains a column $IMPORTERROR. When importing this file the importer recognizes
the $IMPORTERROR column and switches to the Continue On Error Mode. After the
import the following summary dialog is displayed to the user:
Page 19 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The import summary for this file shows that 8 records where modified and (from this 8
records) 4 records had an error.
The final Import file which is pushed back to the client is shown in Illustration 10: final XLS
file with errormessages in $IMPORTERROR column. The line height is adjusted
because the errormessages in $IMPORTERROR usually have 2 lines.
It is easy to see the problematic rows. The user can now correct the errors and re-import
the excel document. It is not required to clear the $IMPORTERROR column. This is
done by the importer internally.
Page 20 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
NOTICE:
Independent of the method used to create the Excel file you should note the following:
1.An Excel file should only contain columns which either have data or should be set to
null. Therefore a downloaded template or search result should be reduced to the
needed columns. The other columns must be deleted!
2.The order of the columns in the Excel file is important. Check the correct order with a
sample record and reorder the columns if necessary. The importer processes the
columns from left to right.
Page 21 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
NOTICE:
The attributes on the MBOs are set in the same order in which they appear in the Excel
file. An exception to this are attributes which are part of the primary key of the Maximo
object in question. Key attributes are always set first. The attributes are set with the
usual methods of the MBOs and the inherent business logic is executed. The order of
the attributes in the excel document is therefore sometimes important. Example: the
attribute PARENT on a location object can only be set to a value if the SYSTEMID is
already filled in. If you are not sure about the correct order of the attributes then make
a test with one sample record. If unsure check also the order in the User Interface.
Page 22 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The created template fulfills the same conventions which are required for the manual
creation of the Excel file:
• The attribute names have a background color. The following screen-shot shows an
empty template for the PERSON application.
Page 23 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
For templates and search results with specification attributes the following additional
colors apply:
• The created Excel template also contains a second worksheet which contains the data
dictionary with detailed information for every attribute (default value, data type, field
length,...)
• A third worksheet contains above color legend.
Page 24 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
NOTICE:
A red background and white font in the attribute cells of downloaded search results is
used if the value of the attribute could not be retrieved due to Maximo configuration
errors (missing relations) or internal errors (like database errors)
NOTICE:
The following attributes are not included in the template because they are always updates
via the business logic of the objects:
•CHANGEBY, CHANGEDATE
•ENTERBY, ENTERDATE
•HASPARENT, HASCHILDREN
•HASLD
•LANGCODE
Page 25 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Illustration 13: Select Action menu option for search result download
The downloaded file contains all information from the empty Excel Template plus the data
from the current search result.
The generated Excel file contains almost all attributes of the underlying main Maximo
Object. If you need to export a large amount of objects you should consider the new
Download Template functionality (see chapter 7. Memory and Performance Issues on
page 57 for more information on performance and chapter 6. EAM Data Management
Tool – Download Templates starting on page 52 for more information on download
templates).
Page 26 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
from the Select Action menu from the list view of your Maximo application.
Page 27 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Select the file and press the “Import Date” button. The file is sent to the Maximo server
and will be processed.
In case of an error an error message is displayed to the user and the import is stopped.
Page 28 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
• For every data row (remember: starting from row four in the Excel file) do the following:
• Based on the information (available attributes in the excel document, known properties of
the object type like key attributes, unique attributes, object type and the available data in
Maximo) decide if we update existing data or insert new data.
• Prior to creating a new object the default insert SiteID, default insert OrgID, default
ItemSet and default CompSet are set on the MBO-Set (depending on the object type)
• For a new object the key attributes are set first.
• Set other attributes in the same order as they appear in the Excel document.
• Save the object
• If there is an error (either during setting of attributes or during saving) the following
behavior depends on the processing mode “Stop on Error” or “Continue on Erorr” (see
2.1. Importer Processing Modes on page 19)
• If “Stop on Error” is used (no $IMPORTERROR column) then an error message is
displayed to the user and the import is aborted. Every error message during import
contains the line number of the Excel file and the attribute name which causes the
problem.
Page 29 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 30 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Example:
You want to import 20 new ASSET records and there is an error in line 10. The import is
aborted, an import summary is displayed and the Excel file is sent back to the client.
The first records which where correctly imported contain a value in the unique ID
attribute ASSETUID.
If you correct the error in line 10 and re-import the Excel document then the first 9 ASSET
records will be identified by the known ASSETUID and therefore will not be inserted
twice! The following rows (10, 11, 12, …) in the Excel document will be inserted as
new ASSET objects.
In case of an error it is therefore important to continue with the downloaded Excel
document to avoid duplicate records.
Page 31 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
DATETIME
4.Maximo attributes with the datatype “TIME” are formatted as Excel date format with the
formatting „hh:mm:ss“.
NOTICE:
Maximo attributes with the datatypes „BLOB“, „CRYPTO“ and „CRYPTOX“ are not
exported!
The following attributes are not included in the template because they are always updates
via the business logic of the objects:
•CHANGEBY, CHANGEDATE
•ENTERBY, ENTERDATE
•HASPARENT, HASCHILDREN
•HASLD
•LANGCODE
Page 32 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 33 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 34 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
As stated above, attribute values of a main Object can be set to NULL (can be cleared) by
letting the corresponding Excel cell empty. For specification attributes this behavior is
different. If you want to set a specification attributes to NULL you have to use the
special value ~null~ in the import file ! The reason for this different behavior is as
follows: Assets can get default values for specification attributes from rotating items
associated to them. Empty specification attributes in the import file would have
overwritten those default values.
Writing a XLS Import file from scratch is a time consuming and error prone task. It is
therefore much more convenient to generate an empty template and fill it with new
data or download a search result with specification data.
Please download a template or a search result with specification data and make yourself
familiar with the file layout of the XLS document.
The following screenshot shows the specification attributes for the CLASSSTRUCTID
1001 (PUMP \ CNTRFGL) used in the IBM-Maximo demo database. Here you can see
the red separation column and the specification attributes associated with this class
structure. The third row contains a demo data set which has no functional impact and
which can alternatively be cleared.
Another starting point are some demo files which can be downloaded from the homepage
of EAM Software GmbH. (see http://www.eam-software.de).
Page 35 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
This command opens a dialog box where you can select the CLASSSTRUCTUREID for
the template generator. For each selected CLASSSTRUCTUREID a template
according to the specifications described above will appear in the result XLS template
file.
Page 36 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
If you click on the lookup you can select from the available classifications for the current
man object.
Page 37 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
After selecting the Classifications click OK. The template is generated and sent to the
client where you are prompted to save or open the XLS file (depending on the client
configuration).
The template for the above selected classifications contains the following worksheets:
Illustration 23: Screenshot Excel Worksheet names for multiple specifications in one file
• The worksheet “Simple” for the Simple import (see the above chapter for a description of
the simple import)
• The worksheets “Specification_1001”, “Specification_1002”,... for the selected
classifications
• The DataDictionary
• The Colorlegende
Note:
If a specification does not contain specification attributes then no worksheet for this
specification is created! The CLASSSTRUCTUREID for those specifications can be set
via the Simple Importer on the worksheet “Simple”.
Page 38 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
2.Select “EAM XLS Searchresult with Spec Data” from the action menu
The downloaded Excel document contains nearly all attributes of the Maximo Object. This is
similar to the simple search result download.
To update specification attributes and to import the downloaded Excel file this search result is
not best practice (you would need to delete a lot of attributes from the file before you can re-
import it). Therefore , in this case it is recommended to use download templates
Illustration 24: Select Action menu entry Download search result with
specification data
3. The “Create XLS Download out of search results with Specification” Dialog will be
opened
Page 39 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
4. If you click OK the XLS File will be generated and sent back to the client.
The generated XLS file contains all records from the current search result in the list view,
but these records may be distributed across different worksheets.
•If the Maximo object does not have an attribute CLASSSTRUCTUREID, it is on the
worksheet “Simple”
•If the attribute CLASSSTRUCTUREID is available and is empty the Maximo object is also
on the worksheet “Simple”
•If the attribute CLASSSTRUCTUREID has a value but the specified specification does
not have specification attributes, then the Maximo object is also on the worksheet
“Simple”
•If the attribute CLASSSTRUCTUREID has a value and there are specification attributes
for this specification, then the Maximo object is on the corresponding worksheet for this
specification, e.g. “Specification_1001” for CLASSSTRUCTUREID 1001.
Before you can use the Template be sure to:
•Remove any columns you do not want to set during the import
•Keep the unique ID column in the template (these attributes have a light green
background). For new data leave the field empty and the importer will insert the unique
ID value for the newly created Maximo object in this column.
•Remove worksheets for CLASSSTRUCTUREID where no data should be inserted.
Page 40 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
of the application.
Select the file from your file system and press the “Import Data” button. The XLS file is
sent to the Maximo server and will be processed.
Page 41 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Labor objects.
• Determine the key attribute(s) of the object.
• Check if all required attributes are available in the Excel document.
• In case of an error an error message is displayed to the user and the import is canceled.
• For every data row (remember: starting from row four in the Excel file) do the following:
• Based on the information (available attributes in the excel document, known properties of
the object type like key attributes, unique attributes, object type and the available data in
Maximo) decide if we update existing data or insert new data.
• Prior to creating a new object the default insert SiteID, default insert OrgID, default
ItemSet and default CompSet are set on the MBO-Set (depending on the object type)
• For a new object the key attributes are set first.
• Set other attributes in the same order as they appear in the Excel document. The
specification attributes are not yet set!
• Save the object (the specification attributes are inherited during the save method)
• Set the specification attributes for this object. The specification attributes are only set if
they have a value in the XLS file. Otherwise the default value of this attribute from the
Classification (or from the rotating item for ASSETS) is preserved.
If there is an error (either during setting of attributes or during saving) the behavior
depends on the processing mode. If no column $IMPORTERROR is available in your
worksheet (processing mode “Stop on Error”) an error message is displayed to the user
and the import is aborted. Every error message during import contains the line number of
the Excel file and the attribute name which causes the problem. If a column
$IMPORTERROR is available (processing mode “Continue on Error”) the error message
is not displayed to the user but written to the $IMPORTERROR column of the
corresponding row. Also the problematic attribute is highlighted with a red background
and the import is not aborted but continues with the next row.
NOTICE:
• Contrary to the Simple Import no columns can be added to the XLS worksheets for the
specification import (the XLS handling library does not allow to insert columns in the
middle of the worksheet in front of the separation column). However, if the unique ID
name column is available but empty, then the value is inserted into the XLS file.
• If an attribute in the Excel document left of the separation column is empty (no value in
the Excel cell) then the attribute is set to NULL. It is therefore important to remove all
columns from the excel document which should or can not set to null or fill all columns
with the appropriate values
• Object attributes are only set if the new value from the Excel document is different from
the current value in the MBO! Specification attributes are always set to the given value.
Page 42 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
In Maximo (or rather in the Tivoli Process Automation Engine) you can define relationships
between Maximo objects. Not all relations can be used with the importer. To import new child
objects with the extended import only “real dependent” objects can be created. “Real
dependent” objects are those which always require a higher-level object to be meaningful (e.g.
a POLINE makes only sense with a related PO object).
Writing a XLS import file for the extended import from scratch is a time consuming and
Page 43 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
error prone task and should be avoided. It is recommended to start with a generated
template or a downloaded search result with extended data or to start with a demo XLS
file.
The following screen-shot shows a simple worksheet for the extended import. The first
ASSET EAM_e01 has two SPAREPART children. The basic layout is the same as for
the simple import (row 1: attribute title, row 2: attribute name, row 3: sample data row,
row 4: first data row to import. See the format description above)
Page 44 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 45 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The lookup lets you select the available and allowed relations for the main object of the
current application.
NOTICE:
The administrator can and should limit the available relations in this lookup to those which
are needed and are useful for the application! This task can be accomplished with the
“EAM Enter allowed Fields for the Update Tool”. See chapter 11. EAM Fieldupdater –
Select allowed relations and attributes on page 75 for detailed instructions.
After selecting the relations click OK. The generated template is sent to the client and the
user is prompted to save or open the XLS file (this may vary on your client and
depends on the client configuration).
Lets assume you have selected the Relation SPAREPART in the above dialog in the
ASSET application. The generated XLS template would then contain three worksheets:
• “Extended_SPAREPART” is the worksheets for the extended import
• “DataDictionary” contains the Data dictionary for the main object
• “Colorlegende” contains a description of the used colors in the worksheets and their
meaning. (See the simple import above for a detailed description)
Page 46 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
4. In the Dialog select the relation(s) to the child data which shall be included in the
extended search result download. For every selected relation a separate worksheet is
created in the XLS file.
5. Click OK. The generated search result with the selected child object data is sent to the
client.
Every worksheet in the downloaded search result contains all records from the search
result and the corresponding child records which are fetched through the specified
relation.
Before you can use the template be sure to:
• Remove any columns you do not want to set during the import on the parent object side
as well as on the child object side
• Keep the unique ID columns in the template (these attributes have a light green
background). For new data leave the unique ID fields empty because the importer then
will insert the unique ID values for the newly created Maximo parent and child objects in
the corresponding columns.
Page 47 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 48 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
NOTICE:
• As against the Simple Import no columns can be added to the XLS worksheets for the
extended import on the parent data (the XLS handling library does not allow to insert
columns in the middle of the worksheet in front of the separation column)
• If an attribute in the Excel document in the left of the separation column is empty (no
value in the Excel cell) then the attribute is set to NULL. It is therefore important to
remove all columns from the excel document which should or can not set to null or fill all
columns with the appropriate values
Page 49 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
• Object attributes are only set if the new value from the Excel document is different from
the current value in the MBO!
• The unique ID column for the child data is added to the worksheet, if it is not already
available. For new child objects the unique ID of this object is saved in the XLS file.
• If the unique ID columns are available on the parent object, then they are filled with the
generated unique ID for the object.
A screenshot of the excel import file is shown in Illustration 29: Multilevel Import File for
Security Groups - Applications - Options on page 51. The content of the import file is
similar to the extended import.
When creating a import file for the multilevel import make sure that:
• the different levels are separated with a separation column
• the first row in the separation column contains the names of the two objects
Page 50 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
separated with a dot. In the example below the first separation column contains
MAXGROUP.MAXAPPS. This means that right of the separation column (the child
side) where is a MAXAPPS entry and the higher-level object is MAXGROUP.
• The second row in the separation column contains the relation name for the two
objects in row 1. The sample below uses the relationship MAXAPPS between the
objects MAXGROUP and MAXAPPS and the relationship SIGOOTHER between
MAXAPPS and SIGOPTION.
Illustration 29: Multilevel Import File for Security Groups - Applications - Options
The above import file enables the some of the SIGOPTIONS for the EAM Data
Management Tool in the Action application for the security group MAXADMIN.
You can download a sample import file for problem – cause – remedy from the EAM
Software sample library.
Page 51 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
This functionality is very useful for simple exporting or reporting tasks where you need
specific attributes in specific columns. Your templates may also include some macros
or VBA code which processes the exported data, generates consolidated reports,
creates diagrams, and so on.
The main advantages of this new functions are:
• Only those attributes are included in the XLS file which are really needed. The
created Excel documents are smaller and easier to handle and are better suited for
re-import back into Maximo.
• The resource consumption on the application server is reduced (both time and
memory)
• Your download templates can include additional worksheets which can contain
macros, diagrams,
Especially the fact that additional worksheets are allowed and preserved in download
templates gives you great flexibility. Those additional worksheets can do some
calculations with the raw data, create accumulated data or pivot tables or create some
diagrams for a graphical representation of your data. Additional worksheets could also
be optimized for printing and macros can automatically recalculate some data when
the excel document is opened. The template download feature can be used for simple
reporting tasks.
Page 52 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
To upload a new Template into your application open the list view of your Maximo
application and select the entry “EAM Upload Template” from the Select Action menu
(see Illustration 30: Select Action menu item EAM Upload Template on page 54).
Page 53 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Upload Template is a new Action Menu item and opens the following dialog:
Page 54 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Select your template from the file system and click “Upload as Template”.
Page 55 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
current contents of your template (which attributes are in the template and at which
position). You could make changes to the template and upload it again.
• Delete the template.
The dialog shows the templates which where previously uploaded and assigned to the
current Maximo application along with the creation date and the name of the user who
imported the template. Here you can also see templates uploaded by other users and
use them.
Select the template you want to use by clicking on the template name. The current search
result will be inserted into the template and the final Excel result file is sent to your
browser.
The filename of the final XLS file will be consisting of the filename of the template and the
current timestamp appended behind.
Page 56 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The older Microsoft Excel file format .xls, which can still be used with the importer, has a
limit of 256 columns and 65k rows in one worksheet. On the other hand is the memory
footprint quite low and there is not too much overhead in the binary file format.
The new XLSX file format is quite different: The XLSX file itself is internally a compressed
folder with a few XML files. To read and write data from the XLSX file is must be
decompressed in memory. This uses a lot of RAM. Every cell in the XLSX file uses
appr. 700 bytes of RAM! Keep this in mind when exporting large amounts of data!
Downloading large amount of data with the searchresult download can have the following
negative effects:
• high CPU usage and high memory consumption on the application server when a
lot of Mbo's are exported and a large Excel document must be generated.
Page 57 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 58 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
1. Property EAM.Importer.DisableXLSSendBack
Property Name EAM.Importer.DisableXLSSendBack
Description If TRUE the processed XLS file is not sent
back to the client after the import.
Global Value TRUE
Global Only? TRUE
Live Refresh? TRUE
Security Level PUBLIC
Nulls Allowed? FALSE
Data Type YORN
This system property controls if the processed XLS file is sent back to the client after the
import process. If you do not want the file to be sent back to the client, then set this to
true. If this system property is missing, has no value or has a value of false then the
processed XLS File is sent back to the client.
2. Property EAM.Importer.MaxRows
Property Name EAM.Importer.MaxRows
Description Maximum number of data rows in the XLS file
to import.
Global Value 500
Global Only? TRUE
Page 59 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
This system property allows you to limit the maximum number of rows in a XLS file to
import. If the number of data rows in the XLS worksheet exceeds the given number of
rows an error message is displayed and the import is not started. The property
EAM.Importer.MaxRows is a global setting. It sets the limit for all Maximo applications
where the importer is enabled for. You can however set a specific limit for every
Maximo application (but you don't have to). For example: You want a limit of 500
records as a default but want a limit of 200 records for the ASSET application then you
set the Global Value for the EAM.Importer.MaxRows property to 500 and create a new
property EAM.Importer.MaxRows.ASSET with a global value of 200. It is possible to
create a specific row limit for every Maximo application by creating a system property
with the property name of EAM.Importer.MaxRows.<MBONAME>.
3. Property EAM.Importer.Templates.DisableDD
Property Name EAM.Importer.Templates.DisableDD
Description If set to true this disables the creation of the
DataDictionary worksheet in the EAM
Templates.
Global Value TRUE
Global Only? TRUE
Live Refresh? TRUE
Security Level PUBLIC
Nulls Allowed? FALSE
Data Type YORN
This system property disables the creation of the DataDictionary worksheet in all the
templates created by the EAM Importtool (simple template, extended template and
specification template).
4. Property EAM.Importer.Searchresults.DisableDD
Property Name EAM.Importer.Searchresults.DisableDD
Description If set to true this disables the creation of the
DataDictionary worksheet during search result
download.
Global Value TRUE
Global Only? TRUE
Page 60 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
This system property disables the creation of the DataDictionary worksheet in all the
search results downloaded by the EAM Importtool (simple searchresult, searchresult
with specification data and extended search result download).
5. You are now able to define default values for Maximo attributes which are used during
the import with the EAM Importer. The naming convention for the system property name
is: EAM.Importer.Default.<OBJECTNAME>.<ATTRIBUTENAME>
The defined default value from the System Property is ignored if there is a column for
this attribute in the XLS import file!
Example: The default value for WORKORDER.WORKTYPE should be PRBLM
Property EAM.Importer.Default.WORKORDER.WORKTYPE
Property Name EAM.Importer.Default.WORKORDER.WORKT
YPE
Description Default WORKTYPE in WORKORDER if
Attribute is not in the EAM XLS Import file.
Global Value PRBLM
Global Only? TRUE
Live Refresh? TRUE
Security Level PUBLIC
Nulls Allowed? FALSE
Data Type ALN
You can define several default value entries for a given Maximo Object (e.g.
EAM.Importer.Default.WORKORDER.WORKTYPE and
EAM.Importer.Default.WORKORDER.WOPRIORITY).
Page 61 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
7. Similar to the Sleeptime property for the import there is also a System Property
EAM.MassDelete.SLEEPTIME. This property defines the sleep time after deleting one
record.
The answer to the question which the correct values for those SLEEPTIME Parameters
are, depend on several variables. Chances are they are not required at all because
your application server has enough resources (multi-CPU, multi-core, cluster) or large
imports are executed off hours If you will rarely MassDelete larger amounts of data
you can do without the MassDelete.SLEEPTIME Parameter. If the usage of
MassDelete evidentially causes slow system performance for other users the
„EAM.MassDelete.SLEEPTIME“ parameter should be set starting with 50. This will
cause a delay of 5 seconds for a deletion of 100 objects but therefore other users will
notice fewer delay.
8. The searchresult download and the template generation (for simple, extended and
specification mode) will create new excel documents on the application server and
Page 62 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
send them back to the user. By default those file are created in the older binary
Microsoft Excel fileformat with the .xls extension. If you create the system property
EAM.Importer.ExcelFormat with the value XLSX the new Excel documents are created
in the new XML based XLSX format.
If this system property is missing or the value is not XLSX the older excel file format is
used.
Data changes with the EAM Fieldupdater (see chapter 10. EAM Fieldupdater starting at
page 69) can be logged and reviewed later in the Fieldupdater History dialog (see
chapter 12. EAM Fieldupdater History on page 78). By default this logging is not
enabled. You can enable the logging anytime by creating a system property
EAM.FIELDUPDATE.LOGGING (data type YORN) with the value 1.
The maximum number of records which can be updated at the same time with the EAM
Fieldupdater is not limited by default. The administrator can create a system property
Page 63 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Default behaviour of the EAM Fieldupdater is to continue with the next record/attribute in case
of an error. An error could be an invalid value for a attribute (not in valuelist, wrong datatype) or
the field validator is not happy with the entered value or the attribute or mbo are readonly. If you
want the Fieldupdater to quit after a specified number of errors occurred, you can set the
system property EAM.FIELDUPDATE.MAXERRORS. This integer specifies the maximum
number of errors which are “allowed”. If this number of errors is reached the fieldupdater stops
executing the current update.
Page 64 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The user can find the EAM Show Import History menu option alongside the other EAM
Data Management Tool menu options in the list view of your Maximo application (see
Illustration 34: EAM Show Import History Select Action menu item).
Page 65 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 66 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
• The second download icon allows the download of the result XLS file that was sent back
to the client after the import process. This file contains usually the unique ID values of the
objects which where written back to the XLS file during the import process.
The records in the dialog can be filtered to show only those with a selected import mode, a
selected Status, a given user name...
The import history can also be used to download previously successfully imported files
and use them as template for future imports.
Only the imports for the current application are shown in the dialog starting with the most
recent import.
Access to this action menu entry can be granted in the security groups in the same way as
for the other action menu entries for the EAM Data Management Tool.
Page 67 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The import Status OK in the Import History dialog shows that the import completed without any
errors. On the other hand FAILED indicates that there was an error and the import was aborted
after this error. An errormessage was displayed to the user.
With the new Continue on Error Mode (see 2.1. Importer Processing Modes on page 19) there
is now a new Import Status called ERRORS which is set when one or more import errors
occurred in Continue on Error mode.
The recent versions of the import history dialog also display the error count. In the older
versions error count was either 0 or 1 and this corresponds to Import status OK and FAILED
respectively.
Page 68 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Note:
To avoid this being a security risk the Maximo administrator can define the available
attributes and relations with the tool “EAM Enter allowed Fields for Update Tool”! It is
very important that this step is not skipped and only those fields and relations are
explicitly allowed which should be available in the EAM Fieldupdater. By default all
relations and attributes are available in the EAM Fieldupdater. This setting also limit
the relations which can be selected when downloading a XLS Extended Template or a
search result with extended data.
Page 69 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Selecting this menu item opens the EAM Fieldupdater dialog. Illustration 39: EAM
Fieldupdater dialog; change attribute DEPARTMENT to IT shows the dialog with an
example where a user sets the attribute DEPARTMENT for all records of the current
search result in the list view to the value IT.
Page 70 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Example: Some records are selected in the ASSET Application and you open the EAM
Fieldupdater from the action menu. If you want to update fields from the ASSET object
itself then you do not choose a relation and you can select from the available and
allowed field names of the ASSET object.
If you intend to update the the description of all the SPAREPARTS for your ASSETS in
the search result you select the relation “SPAREPART”. The lookup for Field name
only shows you the available and allowed attributes for the SPAREPART object where
you can select DESCRIPTION.
Page 71 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
5. For Field value you enter the new field value. If the “Append” check box is not
checked, the given field value will be set on the given attributes replacing the old
value, otherwise the given value is appended to the current value of the specified
attribute.
6. If you want to change more than one attribute you can add new rows and specify
other attributes.
7. Click OK to start the update process. A confirmation message is shown.
Page 72 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
4. If you confirm the system message with Yes the fields are changed and the list view is
updated.
NOTICE:
If there is an error during the Update (e.g. read-only attribute, string too long, date format
not valid, inserted value not in value list,...) then the update is NOT interrupted but
continues. All error messages are collected and shown at the end of the update.
Page 73 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 74 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
There are two main reasons why the administrator should specify the allowed fields and
relations:
1. Security. Without limitation the user could change fields which might otherwise not be
visible in the User Interface. Or the user could change fields in objects (via a relation)
where the user otherwise might not have access to in the first place.
2. Usability. For every Maximo object there is a large number of relations defined. They are
mostly used internally to gather related information for objects and are not intended to
update or modify information.
Select the menu option “EAM Enter allowed Fields for Update Tool” from the action menu
of the application.
Page 75 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
This opens a dialog which shows the currently allowed fields and relations for the current
application.
Page 76 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Note:
If there are no restrictions for the current parent object then the list is empty and no
restrictions are effective. All relations and attributes are available in the EAM
Fieldupdater!
As soon as you specify at least one attribute or relation everything is forbidden except the
now explicitly allowed relations or attributes.
This dialog allows you to specify allowed fields and relations. There are three possible
ways to accomplish this:
1. To allow the update of a field in the current object to updated via the EAM Fieldupdater
select the field from the lookup of the Field name control without specifying a relation.
2. To allow the update of all attributes in a specific child object in the EAM Fieldupdater
select the relation name to the child object from the lookup near the Relation control.
3. To allow the update of one specific attribute in a child object in the EAM Fieldupdater
select the relation name to the child object. Then select the attribute from Field name
lookup which now shows all attributes of the child object.
After you have finished the definition of permissable attributes and relations you click OK
and your settings are saved in Maximo.
You can change your settings any time you want. Please also note that these settings are
common for all Maximo users and security groups and can not be defined for users or
security groups individually.
Page 77 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The Field Update History Dialog contains a main table and a details table. For each Field
Update run there is one entry in the main table which shows the date, time, duration
number of affected rows and the rows with errors.
The details table below the main table shows for every affected object the Object name,
the relationship from the main object to the target object (if any), the attribute title, the
old attribute value, the new attribute value, a success indicator and a update log.
If the field update for the object was successful, the update log contains information to
uniquely identify the object. In case of an error a Maximo error message is also
displayed and shows the reason for the error.
Page 78 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The following screen-shot shows the error messages if you want to change the installation
date of some assets to the value “invaliddate”, which is clearly not a date:
Illustration 45: Field Updater History with error messages due to an invalid date
Page 79 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
The example below shows a search which returns all Assets where SITEID is equal to
BEDFORD and description contains the string “pump” and ITEMNUM 20778 is an
existing sparepart.
Illustration 46: EAM Power Search dialog with sample search criteria
Page 80 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 81 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
4. Please make sure that you really want to delete the records. Click yes if you are.
5. If there are errors during the delete process a dialog box is shown to the user. E.g. if you
wanted to delete 5 Purchase Orders (PO Objects) you will get the following error
Page 82 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
message:
6. After the Mass delete is finished and a possible system message is closed the list view of
the application is updated.
Page 83 of 84
EAM Software GmbH, Am Stadtgraben 25
88677 Markdorf, Germany; tel: +49(0)7544-5069920
e-mail: info@eam-software.de, web: http://www.eam-software.de
Page 84 of 84