I found this import sequence extremely useful while importing data for a client and it might be useful to you. It’s just a simple guideline for importing data and the suggested entry mode…
| V7.1 module | Subapplication | Nature of work performed in this subapplication | Suggested entry_mode |
| System Configuration | Database Configuration | Create new object attributes/relationships | Manual |
| System Configuration | GL Component Configuration | Configure GL component | Manual |
| Financial | GL Components | Create GL components | Manual |
| Financial | Chart of Accounts | Create GL codes | Manual |
| Financial | Currency Codes | Create currency codes | Manual |
| Administration | Item and Company Sets | Create item and company sets | Manual |
| Administration | Organizations | Create organization | Manual |
| Administration | Sites | Create sites | Manual |
| Administration | Calendars | Create calendars | Manual |
| Failure dodes | Failure codes | Create failure codes | Manual |
| Organizations | Tax options | Assign tax types | Manual |
| Inventory | Measure units | Define measure units | Manual |
| Inventory | Conversion factors for measure units | Define conversion factors | Manual |
| Domains | Valuelists | Define ALN, NUM, SYNOMYM value lists | Manual |
| Organizations | Address codes | Define addresses | Manual |
| Assets | Locations | Create systems and locations | Import |
| Purchasing | Company master | Create companies master records | Import |
| Purchasing | Companies | Create company records | Import |
| Administration | Classifications | Define classifications for assets, Locations, items, etc. | Import |
| Inventory | Item Master setup | Create Item Master records | Import |
| Inventory | Storerooms | Create Storeroom locations | Import |
| Inventory | Inventory | Assign items to inventory | Import |
| Inventory | Tools | Create tools | Import |
| Inventory | Stocked Tools | Assign tools to inventory | Import |
| Assets | Meters/Meter Groups | Create meters and meter groups | Manual |
| Assets | Assets | Create assets | Import |
| Assets | Condition Monitoring | Define condition monitoring points | Import |
| Administration | Person groups | Define person groups | Manual |
| Administration | People | Define persons | Manual |
| SCConfig | Start Centers | Create new Start Center templates (non-module) | Manual |
| Security | Security Groups | Create roles | Manual |
| Security | Users | Create and assign users to security groups | Manual |
| Administration | Crafts | Create crafts | Manual |
| Administration | Qualifications | Create qualifications for labor and crafts | Manual |
| Administration | Labor | Create labor records | Manual |
| Planning | Safety Plans | Create safety plans | Import |
| Planning | Precautions | Create safety plan precautions | Manual |
| Planning | Lock out/Tag Out | Create safety plan lock out and tag out procedures | Manual |
| Planning | Safety Hazards | Create safety plan hazards | Manual |
| Planning | Job Plans | Create job plans | Import |
| Preventive Maintenance | Preventive Maintenance | Create preventive maintenance schedules | Import |
Great blog. I was wondering if there is a way to import the data from an Excel (.xls) file to Maximo 7.1? If so can you tell me where I would find the steps on how to do this?
Thanks
@ Christy
There are different ways to import data into Maximo 7.1. You can import via a flat file structure, xml or through interface tables. What I do to import from excel is use the interface tables. You can read more on that here. You would basically create an excel file in the same format as the interface table, then import that data into the interface table. Then setup MIF to import into Maximo.
Hi, I am working on importing labor records into Maximo from an xml file. The xml is customizable as I will be designing the form structure, so is there a way I can find out what format is required for Maximo to import?
Thanks
@Andrew
You can try exporting data to xml to get the format you need
@Andrew
You can also go to Object Structures –> Select Action –> Generate Schema/View XML and then select the corresponding operation.
Hi chon
can you tell me how to integrate BOcrystal tool with maximo 7.1 to run crystal reports.
i am not getting any sequence(in integration only external system is thr)
how to go.
thanks in advance.
I, am currently creating start centers for various security groups in Maximo 7. I, have a problem, when setting up resusltsets on the Star Center. I, select a specific resultset query, assign it to the resultset portlet, choose the columns that must be displayed, and save the template. When I lock in with a different user than Maxadmin, example a user that will use the specific start center which I saved under Maxadmin, the resultset portlet as configured under maxadmin displays no content. If I login with Maxadmin again , the resultset portlet displays the original columns with the supporting content. Is this a bug, or may I have configured something incorrectly?
Maybe this article on how to setup start centers will help you out.
Problem with query usage in Start Centers portlet may occure because you didn’t checked PUBLIC box when create saves query. In that case portlets with nonpublic queries will display supported content only for user who have created and saved the query.
My advice is to use some database explore tools (i prefer Aqua Data Studio, sorry for commercial)) to create and configure queries. You can connect directly to maximo database. To see all existing queries open table MAXIMO.QUERY. You can change query by modifiing SQL select expression in row CLAUSE. Generaly through database you can make a lot of changes so be careful.
Is there a way to export and import TSRM Workflows to another system in some format?
As I have a UAT system and I want to copy the Workflows from UAT to Live system in some manner.
Thanks.
You could use Migration Manager to do that.
Have not tried it before, I will try to explore this option but if you have any documentation/reference for that, kindly share with me.
Thanks & Regards
Have a look at this Migration Manager Guide
how do i print the long description on my work orders?
let me rephrase that question, when creating my job plans and I want to add alot of detail to a task using the long description is there a way to have that print on my work orders?
Yeah you can just modify the BIRT report to show all the child task descriptions and long descriptions.
can you elaborate on how to do that
Hi Chon,
I need to create new object and insert data into it.I inserted one row from SQL command prompt.Now i am trying to export data for new object i created. When i click on export data there is no message in weblogic server log saying “wrote data to queue”. Can u pls help me, how to create a new object and insert data into the object.
Thanks
Do you have the tables that need to be populated when importing assets and locations. There appears to be a lot of related tables that need populating. Also the long description in conjunction with the Asset import.
I don’t. It was a trial an error for me as well.
i think it needs set the site and fin information
first
hi Chon,
any idea, about importing the companies? since i can’t get it right… all company master data already imported.
thx
any issues related to maximo 7.1 and 7.5 you can post at http://maximo75-tejender.blogspot.com/
hi all
i have use maximo 7.1 import,export file xml,csv in Asset,Inventory…sucessful.But in invoice,i can’t export or import .
i want to question: have maximo 7.1 support import,export in INVOICE ?
Please all help me
Hi,
I’m trying to import asset meters into Maximo but its coming up with a message “Inbound transaction has been processed successfully to queue” Can somebody tell me what is the reason?! I tried to do all of them it didnt work and I tried to do 20 at the time but stil having the same problem? the file is in CSV format and also whenI check message reprocessing it comes with this error “BMXAA5520E – ASSETNUM or WORKORDER null for SITEID 1 is not valid.