maximo integration basics - ontracks consulting - maximo integration... · maximo integration...
TRANSCRIPT
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IBM Software Group
Maximo Integration Basics
Maximo Webcast Series
© 2007 IBM Corporation
®
Frank Vanderham, PhD – Ontracks Consulting
April 30, 2008
Trouble seeing or hearing us? Call 780-293-6307
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Outline
• The benefits of integration – why and when integrate?
• Technologies used in system integration
• The Maximo Enterprise Adapter (MEA)
• Best practices – the Integration Project
• Q&A• Q&A
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Why Integrate?
• Maximo is part of your company’s “landscape” of applications
• Not one system provides (today) all functionality to conduct
business
• While the applications are different, the data they need is NOT
Financial Fuel GaugesFinancial
System / ERP
Fuel Gauges
Inventory
Reordering
Condition
Monitoring
Reliability
Centered
Maintenance (RCM)
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Enterprise Asset Management Maturity Levels
-Reliability-Condition-Predictive
-All BusinessProcesses-Service LevelAgreements-Service Management
Level 5
-One SystemAll Processes-Asset & ServicesManagement-Enterprise WideBusiness Alignment
Maturity
Value
Level 2
Reactive
-Work Mgmt-Preventive-Spares parts Level 3
Proactive
-Predictive
Level 1Chaotic
-Fire fighting-Run to fail
Level 4
ServiceOriented
EnterpriseValue
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Benefits of Integration – automated or not
• Maximize your existing, previously made investments
• Keep best-of-breed applications
• Advance your EAM Maturity Level
• However…
Mind the following key principles:
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Key Principles to System Integration
• Avoid manual data re-entry
– SOX, CSOX
• Keep within each system’s key functionality, don’t stretch
– Interface, don’t Assimilate
• Understand Maximo’s breadth of functionality• Understand Maximo’s breadth of functionality
– Migrate where possible
• Decide which system “owns” what data
• Keep It Simple
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System Integration Technologies
• We will review a number of “three-letter” and “four-letter” words
• For a given project, you may only need one technology
• We will review the out-of-the-box MEA shortly
HDA
ODBC
TCP/IP
SOAP
WSDL
OPC
DCOM
XML
XSD
HDA
Java
.NET
SQLAPI
Class
NICRMI
HTTP
JDBC
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A brief primer in System Integration
System BB’s
StorageUI
??
Physical Connection
System AUI A’s Storage
(UI = User Interface)
Physical ConnectionSerialEthernet Network(USB, etc.)
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Protocol layers – the “language” spoken
System BB’s
StorageUI
?? Network Communication (TCP/IP)
Application Communication
System AUI A’s Storage
Application CommunicationApplication Programming Interface (API)
“Socket” APIs (proprietary)Microsoft COM/DCOMHTTP
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Procedure Call layers – the “conversation” spoken
System BB’s
StorageUI
!! Network Communication (TCP/IP)
Application Communication
System AUI A’s Storage
Application Communication
Request /
Response
Message
Remote Procedure CallWeb Services Client / Server
OPC Client / ServerODBC / JDBC
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Web Services
• Ethernet and USB have standardized the way machines are
physically connected
• Web Services has standardized the “language” AND the
“conversation” machines have to communicate
• Maximo is fully Web Services-enabled• Maximo is fully Web Services-enabled
• Web Services is the standard for business system integration
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Real-time systems: OPC
• Web Services are typically not available for real-time system
integration
• Real-time systems are notoriously proprietary and slow to adopt
changing standards
• OPC is now the de-facto standard for real-time data • OPC is now the de-facto standard for real-time data
communication
• Most process control software systems support OPC
– Data historians (OSI PI, Honeywell PHD, Aspentech IP.21, etc.)
– Vibration Analysis
– PLC / DCS
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Maximo Enterprise Adapter (MEA)
• Opens up Maximo to the outside world
• Supports external systems read + write
– Web Services
– Interface Tables
– Flat / XML Files
– JMS Queues / EJB
• Provides very basic to complex integration features
• Allows pre- and post-processing of data before sending/receiving
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Maximo MEA Out-of-the-Box Capabilities
• For the following examples:
– No programming required
– All configuration done with standard Maximo Web application
• Integration using files (comma separated, XML)
– Inbound: provides bulk-loading of data capability into Maximo
• Integration using Interface Tables
– Low cost, 1st pass upgrade option from older versions of Maximo using
database tables
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File-based Integration with the MEA - Outbound
External System1. User
approves WO 2. MEA processes WO and generates
file
File with 3. External
MaximoFile with
WO Information
3. ExternalSystem picks up
new file
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File-based Integration with the MEA - Inbound
External System3. MEA
processes file and generates WO records
File with
1. ExternalSystem
2. User performs Data
Load in Maximo
MaximoFile with
WO Information
System generates new
file
You can use this method to bulk-load data into Maximo
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Interface Tables with the MEA - Outbound
External System1. User
approves WO
2. MEA processes WO and generates
row(s) in MXWO_IFACE
table 5. ExternalSystem reads
Maximo4. External
System polls MXOUT_INTER
_TRANS
3. MEA Generates new
row for TRANSID in
MXOUT_INTER_TRANS table
System reads MXWO_IFACE
Maximo tables are never used directly!
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Interface Tables with the MEA - Inbound
External System4. MEA reads
MXWO_IFACE and generates WO Record(s)
1. ExternalSystem writes to MXWO_IFACE
Maximo
2. External System writes TRANSID to
MXIN_INTER_TRANS table
3. MEA polls MXIN_INTER_TRANS
for new TRANSID
MXWO_IFACE table
Maximo tables are never written to directly!
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Why not write to Maximo tables directly?
• Not supported
• Not upgradeable
• Re-implementing Maximo business logic
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MEA Terminology
Maximo External System
Outbound
InboundNotifyQuery
NotifyResponse
DB Tables
Business
Objects
Integration
Objects
Interfaces
WORKORDER Table
Work OrderLocationJob Plan
<Workorder />
Processing, Sending / Receiving
External
Systems
Files, Web Services, JMS Queues
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Let’s demonstrate…
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Best Practices - the Integration Project (1/2)
• Decide which system is the master record or “owner” of the data
• Avoid “middle-man” solutions such as data warehouses
– Data replication must be minimized or (preferably) eliminated
• Keep transactions down to single “request – response”
– Avoid “chattering”– Avoid “chattering”
• Plan and document your integration project
– Identify and document all systems
– Identify and document business processes between those systems
• Don’t integrate end-of-life applications, migrate them
– Maximo may be able to replace their functionality without customization
• Keep it Simple!
– Create and complete separate projects for different systems
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Best Practices - the Integration Project (2/2)
• Set up a proper environment with three systems
– Develop
– Test
– Production
• Train the team on the technologies used
– Maximo MEA
– Java
– Web Services, XML, WSDL
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Thank you for your attendance.Are you looking for information or assistance on Maximo Integration?
Maximo Integration Workshop - $3,995
This three day, on-site workshop covers:
• Hands-on Training• Hands-on Training
• Your Target system(s) evaluation
• Assessment of Requirements and Feasibility
• Project Plan
OR: a customized solution to match your requirements.
Contact Ontracks at [email protected] or +1 (780) 916-3639