The fourth setup screen relates to the setup of the Maximo Work Order interface. Default values are provided (where appropriate), but configuration points are available in case a particular Maximo instance requires a deviation from the standard setup.
-
Disable Work Orders - Select this checkbox if the Maximo Work Orders interface isn't required or if it will be configured later.
Disabling the work orders interface doesn't affect the assets and locations synchronization.
If the Disable Maximo interface checkbox was selected on the Maximo Server Settings screen, you need to select this checkbox to continue with j5 setup.
Query work order WSDL configuration
The j5 Maximo interface queries Maximo for work orders using a SOAP web service exposed by Maximo.
-
Work Order Query WSDL URL - Enter the WSDL URL of this web service in this box. If a SOAP service is configured off the default work order object (MXWO), the WSDL URL is: http://<server name>:<port name>/meaweb/services/MXWO?wsdl.
-
Work Order Query Service URL - Enter the URL that j5 should use to call the query operation in the WSDL. This service URL is usually defined in the WSDL but Maximo can be configured to expose a different URL - this is why it is a separate configuration point. If a SOAP service is configured off the default Work Order object (MXWO), the service URL is: http://<server name>:<port name>/meaweb/services/MXWO. For more information on how to find the service URL, refer to Find the service URL for a web service.
-
Work Order Query Operation - Enter the text name for the web service operations on the WSDL for querying work orders. For example, if the web service operations are CreateMXWO, DeleteMXWO, QueryMXWO and so on, then the Work Orders Query Operation is MXWO.
-
Work Order Identifier - Enter the name of the field that is the unique identifier of a work order in the Maximo table. This is typically WORKORDERID.
It's important to enter the correct work order identifier. It's used to iterate through
the data set of work orders during a full synchronization, and it's used as the unique
identifier for the work orders in the j5 Work Orders logbook.
-
Work Order Query Filter - When required, enter a filter condition to exclude a subset of work orders from the synchronization. This is in the form of a SQL WHERE clause. For example, FIELDX IS NOT NULL. The default filter for work orders is: status NOT IN ('WAPPR', 'WSCH', 'WMATL', 'WPCOND', 'CAN'). This filter includes the works orders that have been approved and are ready to start or closed.
-
SQL query to fetch the Work Order record with the maximum ID - Enter a SQL query to identify the work order record with the largest ID. This is used by the batch processing during the full synchronization with Maximo. The maximum WORKORDERID sets the upper limit during synchronization to identify when the operation is complete. The default query is workorderid = (SELECT MAX(workorderid) FROM workorder WHERE status NOT IN ('WAPPR', 'WSCH', 'WMATL', 'WPCOND', 'CAN')).
-
Work Order Date Changed Field - Enter the identifier for the field on a work order that displays the last date and time the work order was modified in Maximo. This is used to identify the change set during the incremental synchronization.
-
Exclude Work Orders scheduled to start before (YYYY-MM-DD) - To reduce the number of work orders that j5 synchronizes with Maximo, enter the date from which the work orders should be excluded. This defaults to the beginning of the current month. Clear this setting if you want to synchronize all of your work orders in Maximo.
The full synchronization might take a long time if you choose to synchronize all
of your work orders.
Validation
-
Validate WSDL URLs - Select this checkbox if you want j5 to connect the Work Order Query WSDL URL with the SOAP authentication credentials provided, when you select Next. If this connection fails, an error message is displayed showing the reason for failure.
Schedule options
The j5 Maximo interface can be set to automatically synchronize service requests using the incremental synchronization mechanism.
-
Work Order Auto Sync Enabled - Select this checkbox if you want to automatically synchronize your work orders.
-
Sync at same time as asset sync - Select this checkbox if you want the interface to synchronize the work orders on the same schedule as the assets and locations.
-
Work Order Sync Schedule - This default to Daily. The following options are available: Daily, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, Monthly. The Monthly schedule runs on the first day of every month.
-
Work Order Sync Time - Determines the hour of the day that the synchronization starts (00 to 23).
After entering your data, select Next. The setup process validates the above settings.