Data Extraction Jobs

Data Extraction Jobs

The extraction adapters allow you to extract data from your Maximo system and import it into your APM system. To execute an adapter, you must configure the appropriate parameters in the context file. After the context file is configured, you must run the Adapter job in the APM Connect Administration Center, and then your data is extracted, transformed, and loaded into APM.

There are four jobs that can be used to extract data from Maximo and load data into APM.

  • Maximo_Asset: Loads Maximo Asset records to APM as Equipment records.
  • Maximo_Location: Loads Maximo Location records to APM as Functional Location records.
  • Maximo_WorkHistory: Loads Maximo Work Order records, Service Request records, and failure records as APM Work History and Work History Detail records.
  • Maximo_Master_Interface: Can be used as a wrapper job to run all of the extraction jobs simultaneously.

As a APM user, after the adapter job runs, you can use standard APM tools (for example, Search Tool) to access the records that were created automatically.

Details: Extracting Equipment Data

When the Equipment job is run, for each asset in the Maximo system that meets the criteria defined in context file, a corresponding Equipment record will be created in APM database. In addition, if that Maximo asset has a parent asset or location, APM Equipment record will be linked automatically to a parent record belonging to the Equipment family or the Functional Location family, as appropriate.

Note: If an asset is deleted in the Maximo system after an Equipment record has already been created for it in the APM system, rerunning the Equipment Adapter job will not delete the APM Equipment record.

Details: Extracting Functional Location Data

When the Functional Location Adapter job is run, for each location in the Maximo system that meets the criteria defined in the context file, a corresponding Functional Location record will be created in the APM database. In addition, if that Maximo location has a parent asset or location, the APM Functional Location record will be linked automatically to a parent record belonging to the Equipment family or the Functional Location family, as appropriate.

Notes:
  • The Functional Location Extraction Interface will not extract locations of the type COURIER or LABOR. Additionally, store room functional locations are not extracted.
  • If an asset is deleted in the Maximo system after a Functional Location record has already been created for it in the APM system, rerunning the Functional Location Extraction Interface will not delete the APM Functional Location record.

Details: Extracting Work Orders

When the Work History Job is run, for each Work Order in the Maximo system that meets the criteria defined in the scheduled item, a corresponding Work History record will be created in the APM database. Each Work History record will be linked to one Equipment or Functional Location record identifying the asset or location against which the Maximo Work Order is written.

If the Work Order is written against a location, the Work History record will be linked to a Functional Location record, and the Location ID field in the Work History record will be populated automatically with the Location ID of that Maximo location.

If the Work Order is written against an asset, the Work History record will be linked to an Equipment record, and the Equipment ID field in the Work History record will be populated automatically with the Location ID of that Maximo asset. In addition, if that Maximo asset has a parent location, the Work History record will also be linked to a Functional Location record representing that parent Maximo location. The Location ID field in the Work History record will also be populated automatically with the Location ID of that parent Maximo location.

Details: Extracting Service Requests

When the Work History Job is run, for each Service Request in the Maximo system that meets the criteria defined in the scheduled item, a corresponding Work History record will be created in the APM database. Each Work History record will be linked to one Equipment or Functional Location record identifying the asset or functional location against which the Maximo Service Request is written. Specifically:

If the Service Request is written against a location, the Work History record will be linked to a Functional Location record, and the Location ID field in the Work History record will be populated automatically with the Location ID of that Maximo location.

If the Service Request is written against an asset, the Work History record will be linked to an Equipment record, and the Equipment ID field in the Work History record will be populated automatically with the Location ID of that Maximo asset. In addition, if that Maximo asset has a parent location, the Work History record will also be linked to a Functional Location record representing that parent Maximo location. The Location ID field in the Work History record will also be populated automatically with the Location ID of that parent Maximo location.

Details: Extracting Work History Details

When the Work History Job is run Work Order and Service Request failure information is extracted from your Maximo system into your APM system as Work History Detail records.

Note: If a Work Order does not have any failure information, a Work History Detail record will not be created.

Create Maximo Work Orders or Service Requests

About This Task

Important: You can only create either a Work Order or a Service Request in Maximo from APM. You can not create both at the same time, so you must configure the context file to designate which to create.
Note: The following instructions assume that the Create Work Request field exists on the baseline datasheets for the supported Recommendation families. This field exists on the default datasheets in the baseline APM database, so these instructions assume that they have not been removed by an administrative user.

Procedure

  1. Create a new or open an existing Recommendation record
  2. If the Recommendation records is not already linked to the Equipment or Functional Location record that represents the equipment or location for which you want to create a Maximo Work Order, link the records
  3. Select the appropriate datasheet for the Recommendation record.
  4. Enter values into the fields as desired to provide information about the recommended action.
    Note: The value in the Target Completion Date field must be a date other than the current date.
  5. Select the Create Work Request?.
  6. Select .

    The record is saved.

Results

After you save the recommendation record the following occurs:

  1. A Work Order or Service Request is created in the Maximo system.
  2. The Work Request Reference field is populated with the ID of the corresponding Work Order or Service Request.
  3. After the Work Request Reference field is populated, the Create Work Request field becomes disabled.
Note: If a Work Order could not be created for any reason, a message appears, describing the problem. You will be unable to save the Recommendation record until you clear the Create Work Request? check box.

Extract Data from Maximo

Use this procedure to extract data from a Maximo system.

Procedure

  1. Configure the appropriate parameters in the context file.
  2. Run the Adapter job through the NextGen ETL platform.

Results

The data is extracted, transformed, and then loaded into APM