IBM Maximo Adapter for Primavera 7.5: User Guide .Chapter 1. Configuring Maximo ... to determine

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  • IBM Maximo Adapter for PrimaveraVersion 7 Release 5

    User Guide

  • NoteBefore using this information and the product it supports, read the information in Notices on page 25.

    Compilation date: April 2011

    This edition applies to version 7, release 5 of IBM Maximo Adapter for Primavera and to all subsequent releasesand modifications until otherwise indicated in new editions.

    Copyright IBM Corporation 2011.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

  • Contents

    Chapter 1. Configuring Maximo Adapterfor Primavera . . . . . . . . . . . . 1Configuring Primavera API connection . . . . . 1Configuring the adapter parameters . . . . . . 1Configuring security options . . . . . . . . . 2Maximo Adapter for Primavera cron tasks . . . . 3

    Chapter 2. Setting project datapreferences . . . . . . . . . . . . . 5Data transfer requirements and restrictions . . . . 5Primavera craft options . . . . . . . . . . . 6Primavera site options . . . . . . . . . . . 6Defining custom mappings . . . . . . . . . 7Assigning custom mappings to sites . . . . . . 8Resources by work location . . . . . . . . . 8Setting up user data and connection preferences . . 9

    Chapter 3. Data mapping . . . . . . . 11Work breakdown structures (WBS). . . . . . . 11Activities data map. . . . . . . . . . . . 12Enterprise project structure (EPS) . . . . . . . 14

    Export of resource pools . . . . . . . . . . 15

    Chapter 4. Integrating Maximo AssetManagement and Primavera data . . . 17Creating relationships between tasks in projects . . 17Linking to an existing project . . . . . . . . 17Importing data from Primavera. . . . . . . . 18Transferring work orders from Maximo AssetManagement to Primavera . . . . . . . . . 18

    Exporting work orders to Primavera . . . . . 18Appending work orders into a project . . . . 19Deleting projects. . . . . . . . . . . . 19Data transfer requirements and restrictions . . . 19Data transfer exceptions . . . . . . . . . 20

    Chapter 5. Synchronizing Data . . . . 23Updating work orders in Primavera . . . . . . 23Refreshing projects . . . . . . . . . . . . 23

    Notices . . . . . . . . . . . . . . 25Trademarks . . . . . . . . . . . . . . 26

    Copyright IBM Corp. 2011 iii

  • iv IBM Maximo Adapter for Primavera 7.5: User Guide

  • Chapter 1. Configuring Maximo Adapter for Primavera

    After you install Maximo Adapter for Primavera, you must completeconfiguration tasks.

    Configuring Primavera API connectionYou need to configure the connection between Maximo Adapter for Primavera andPrimavera before you can transfer data between the applications.

    Procedure1. In the Organization (PV) application, from the Select action menu, click

    Primavera Options > Primavera API Connection.2. Insert a row and specify a name and description for the API connection.3. Specify the network address of the Integration API server in the Primavera API

    server name or IP address field.4. Optional: To connect in remote mode:

    a. Specify the Integration port in the Primavera API port field.b. Specify the time zone of the server that hosts the API in the API Time zone

    field.5. Select the name of the Primavera database from the Primavera DB Name list.6. Optional: To prevent work orders being exported to multiple projects, select the

    option Deny the Creation of duplicated projects in Primavera.7. To test that the connection is working, enter the user name and password that

    the adapter uses to sign on to Primavera and click Test Connection.8. Click OK to save the connection information.

    Configuring the adapter parametersYou configure IBM Maximo Adapter for Primavera parameters in IBM MaximoAsset Management to determine how data is handled during export.

    Before you begin

    You must configure the Primavera API connection details in the Organization (PV)application of Maximo Asset Management before configuring the adapterparameters.

    Procedure1. In Maximo Asset Management, click System Configuration > Platform

    Configuration > System Properties.2. Select the parameter that you want to configure and specify its value. You can

    configure the following parameters:

    Copyright IBM Corp. 2011 1

  • Parameter Description Valid Values

    mxe.primavera.nodesc

    Sets up the description of a workorder when no description isprovided. You can also use thisparameter to name a projectwhen no project description isprovided.

    Text enclosed in doublequotation marks. The defaultvalue for this parameter is NODESCRIPTION.

    mxe.primavera.leadingzero

    Indicates whether leading zeroson work order numbers areremoved when the work ordersare exported to Primavera.

    v Y (default) - The leading zerosare removed.

    v N - The leading zeros are notremoved.

    mxe.primavera.exportcalendars

    Indicates whether Maximo AssetManagement calendars areexported to Primavera.

    v Y (default) - Maximo AssetManagement calendars areexported.

    v N - Maximo AssetManagement calendars are notexported.

    mxe.system.globallog Indicates whether the user nameof each user is logged beforetheir messages in the adapter logfile.

    v Y (default) - The user name islogged.

    v N - The user name is notlogged.

    mxe.primavera.collectstatistics

    Collects system performancestatistics, recording whenadapter processes start andfinish, and calculating how longthe processes take.

    v 0 (default) - Statisticscollection is disabled.

    v 1 - Statistics collection isenabled.

    Configuring security optionsYou can authorize user groups in IBM Maximo Asset Management to use theMaximo Adapter for Primavera functions. To transfer data between the twoapplications users must also have corresponding privileges in Primavera.

    Procedure

    In the Security Groups application, configure the following security options:

    Option Description

    PLUSVEXPORT Authorizes users to export projects toPrimavera.

    PLUSVUPDATE Authorizes users to update projects inPrimavera.

    PLUSVAPPEND Authorizes users to append work orders to aproject.

    PLUSVREFRESH Authorizes users to refresh data inPrimavera projects.

    PLUSVDELETEA Authorizes users to delete projects inMaximo Asset Management and Primavera.

    PLUSVPROJECTLINK Authorizes users to link projects inPrimavera with data in Maximo AssetManagement.

    2 IBM Maximo Adapter for Primavera 7.5: User Guide

  • Maximo Adapter for Primavera cron tasksCron tasks are behind-the-scene jobs that run automatically and on a fixedschedule. There are three cron tasks installed with Maximo Adapter for Primavera.

    Table 1. Maximo Adapter for Primavera cron tasks

    Cron task Description

    PlusVProjectCron The project cron task updates existingPrimavera projects with Maximo AssetManagement data.

    PlusVRevalidatecache The revalidate cache cron task synchronizesthe Maximo Adapter for Primavera cache.

    PlusVWOExpCronTask The work order export cron task transfersselected work orders from Maximo AssetManagement to Primavera.

    Chapter 1. Configuring Maximo Adapter for Primavera 3

  • 4 IBM Maximo Adapter for Primavera 7.5: User Guide

  • Chapter 2. Setting project data preferences

    You can configure the adapter to determine how your project data is transferredbetween Maximo Asset Management and Primavera. You can set your preferencesto determine what information related to work orders and resources is exported toPrimavera.

    Data transfer requirements and restrictionsIBM Maximo Adapter for Primavera limits what data can be transferred and how,based on the type of data that is being transferred. You can set the export blocksize limit. You can also set limits for exporting and appending work orders.

    Table 2. Data transfer requirements and restrictions

    Datatransferred Requirements and restrictions

    PreventiveMaintenance(PM) records

    To transfer PM records from Maximo Asset Management to Primavera,configure the following settings in the Preventive Maintenance (PV)application:

    v The Estimated Next Due Date (located in the Time Based Frequencysubtab of the Frequency tab) must be set to a future date.

    v The Extended Date in the Frequency tab must be equal to the currentdate.

    v Adjust Next Due Date must be selected.All PM records and job plans that you want to export must be active.

    Purchase orderlines

    If a work order is on a purchase order line and the work order is exportedto a project in Primavera, the purchase order line becomes a constraintactivity in Primavera with a Finish-Start relationship to the work orderactivity. For example, in Maximo Asset Management, PO 1068 line 1 refersto work order 1032. When the project is exported, both the PO line andthe work order become activities in Primavera. The PO activity is createdwith a Finish-Start relationship to activity 1032.

    Labor, crafts,and tools

    All labor, crafts, and tools are exported to Primavera the first time there isan export from Maximo Asset Management. If a resource changes inMaximo Asset Management, the corresponding record in Primaverachanges on the next export from Maximo Asset Management.

    Calendars If the mxe.primavera.exportcalendars parameter is set to Y in the SystemProperties application, all calendars are exported to Primavera the firsttime there is an export from Maximo Asset Management. If a calendarchanges in Maximo Asset Management, the corresponding calendar inPrimavera changes on the next export.

    Copyright IBM Corp. 2011 5

  • Table 2. Data transfer requirements and restrictions (continued)

    Datatransferred Requirements and restrictions

    Dates Actual start, actual finish, scheduled start, schedule

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