TRIRIGA - Maximo Connector

The TRIRIGA - Maximo Connector is released in TAS under the name "TAS Connector for Maximo" and in MAS under the name "MAS Connector for TRIRIGA". This connector supports the following capabilities through a collection of App Connect flows:

  • Bi-directional loading, and continuous synchronization of portfolio data such as People, Locations and Assets.
  • Bi-directional routing of service requests between TAS and Maximo
  • Automatic shadowing of TAS Work Tasks with Maximo Work Orders to enable Facility teams to do planing, budgeting and project management in TAS while work tasks get reflected in Maximo as Work Orders for execution.

Use case examples

  1. TAS is the system of record for People and Space data while Maximo is the system of record for Assets. The Maintenance team wants consistent reports across the entire organization and more streamlined operations. The Spaces flows provided can be used to bulk-load all Spaces data from TAS into Maximo Locations, and then continuously keep the data in sync as it gets updated in TAS by a Facility Management team. This can apply to Assets, or People data in both directions.
  2. Employees use Request Central to submit a Service Request for a broken elevator. Since elevators are maintained in Maximo, the flow will create a corresponding Service Request in Maximo that will be assigned to technicians and resolved. As the Maximo Service Request gets updated, the changes are automatically reflected in the TAS Service request so the originator of the request remains informed of its status. This flow can operate in reverse as well if a Service Request originates from Maximo against a maintenance operation that should be tracked in TAS.
  3. Facility Management team have a capital project in TAS to upgrade all the lights to LEDs. The project has the budget, scope and tasks already defined. The flow can then create corresponding Work Orders in Maximo for each task to get executed by technicians using the Maximo Manage and Mobile applications. As the tasks get updated in Maximo, those updates flow back into TAS to reflect in the project plan.

Connector architecture

IBM App Connect provides a flexible environment for integration solutions to transform, enrich, route, and process business messages and data. 

App Connect Flows enable specific integration use cases by connecting to predefined APIs to route and map data. Mapping has been pre-defined, but it can be customized.

Native API framework is used for Maximo and TAS and enabled thorugh provided packages that can be imported.

TRI-MAS Architecture

Data Mapping

The image below illustrates the record types that are available the APIs and App Connect Flows Provided.

TRI-MAS Architecture

App Connect Flows

Included with this connector are 20+ flows that map TAS records to Maximo, and vice versa, along with all the required fields they contain. The table below shows all the flows you can use in differnet combinations to implement your desired integration use cases. For a more detailed mapping of all the fields please review the data mapping spreadsheet.

File Flow Destination Operation
PLUSITRIPerson2MX_v1_0_0.yaml People TRI to Max Single Record at a time
PLUSITRIOrg2MX_v1_0_0.yaml People TRI to Max Single Record at a time
PLUSIMXPerson2TRI_v1_0_0.yaml People Max to TRI Batch & Individual Records
PLUSITRISpace2MX_v1_0_0.yaml Spaces/Locations TRI to Max Single Record at a time
PLUSITRISpaceClass2MX_v1_0_0.yaml Spaces/Locations TRI to Max Single Record at a time
PLUSITRILocPath2MX_v1_0_0.yaml Spaces/Locations TRI to Max Single Record at a time
PLUSIMXLocation2TRI_v1_0_0.yaml Spaces/Locations Max to TRI Batch & Individual Records
PLUSITRIAsset2MX_v1_0_0.yaml Assets TRI to Max Single Record at a time
PLUSITRIAssetSpec2MX_v1_0_0.yaml Assets TRI to Max Single Record at a time
PLUSIMXAsset2TRI_v1_0_0.yaml Assets Max to TRI Batch & Individual Records
PLUSITRIServiceReq2MX_v1_0_0.yaml Service Requests TRI to Max Single Record at a time
PLUSITRIReqClass2MX_v1_0_0.yaml Service Requests TRI to Max Single Record at a time
PLUSIMXServiceReq2TRI_v1_0_0.yaml Service Requests Max to TRI Single Record at a time
PLUSITRIWorkOrder2MX_v1_0_0.yaml Tasks / Work Orders TRI to Max Single Record at a time
PLUSIMXWorkOrder2TRI_v1_0_0.yaml Tasks / Work Orders Max to TRI Single Record at a time
PLUSITRIPEOPLEBATCH_v1_0_0.yaml Batch People TRI to Max Batch
PLUSITRIORGANIZATIONBATCH_v1_0_0.yaml Batch Org TRI to Max Batch
PLUSITRISPACEBATCH_v1_0_0.yaml Batch Space TRI to Max Batch
PLUSITRIPROPERTYBATCH_v1_0_0.yaml Batch Property TRI to Max Batch
PLUSITRIBUILDINGBATCH_v1_0_0.yaml Batch Building TRI to Max Batch
PLUSITRIFLOORBATCH_v1_0_0.yaml Batch Floors TRI to Max Batch
PLUSITRIASSETBATCH_v1_0_0.yaml Batch Assets TRI to Max Batch

Installation & Configuration Guide

Before you begin you will need:

  1. An instance of App Connect Enterprise or App Connect Pro with the Designer component.
  2. Admin access to your Maximo instance with an API key generated for this integration. Storage will need to be properly configured to store the images as they are coming in. Refer to the Doclinks setup page
  3. TRIRIGA with dedicated user/pw for this integration
  4. Secure connection between TRIRIGA, App Connect, and Maximo. If required IBM does provides a product that accomplishes this: Secure Gateway. Learn more about getting started with Secure Gateway.
  5. Import AppConnect Cert to Maximo to enable encrypted communication
  6. Import AppConnect Cert to TRIRIGA to enable encrypted communication

Downloadable Resources

Download the zip file that has all of the flows and configuration files.

Installation Steps Overview

  1. Install Connector
  2. Configure App Connect
    a. Authenticate
    b. Import Flows
  3. Configure TRIRIGA
    a. Import TRIRIGA OM Package
    b. Point integration object to App Connect Flow
  4. Configure Maximo
    a. Add necessary fields
    b. Publish channel to point to App Connect Flow
  5. Test
    a. MAS outbound connectivity
    b. TRIRIGA POSTMAN

Part 1. Install Connector

MAS 8.10+

The MAS Connector to TAS in Manage can be installed on the MAS administration dashboard through the tile.

  1. Search for TRIRIGA from the Catalog page and select the TRIRIGA Connector tile.
  2. On the tile page, click Configure and it will take you to the update configuration page. Select the latest version of the connector under the Components section and then click Apply Changes at the top of the page and Confirm on the next window.

Tile dashboard Step 1: Select Connector Tile

Component Section Step 2: Apply Changes for Connector

The process can take anywhere between 20 minutes to 1-2 hours depending on the cluster resources. Monitor the logs in the created build pods in the Manage namespace in the OpenShift cluster to see the progress.

MAS 8.8 & 8.9

The MAS Connector to TAS in Manage can be installed by using the proper customization .zip file provided from Passport Advantage. This .zip file will have all of the configurations necessary to complete step 4 in the Installation process.

  1. Navigate to the Admin dashboard of the instance of Manage within MAS.
  2. Select the workspace the instance is deployed on and update the configuration.
  3. Scroll down to Customization and link to the location of the .zip file in the field (Additional details on setting customizations)
  4. Click Apply Changes and Manage will update the instance with the customization.

The process can take anywhere between 20 minutes to 1-2 hours depending on the cluster resources. Monitor the logs in the created build pods in the Manage namespace in the OpenShift cluster to see the progress.

Maximo 7.6.1.2+

  1. On the Maximo Admin workstation, overlay the Maximo SMP directory (/opt/IBM/SMP/maximo) with the contents from the solution zip file that is provided. This will lay down the Java Classes and .dbc files provided with the solution.

  2. Shutdown the MXServer

  3. Run UpdateDB command to install the solution components
    a. Navigate to /opt/IBM/SMP/maximo/tools/maximo
    b. Run ./updatedb.sh

  4. Build the Maximo EAR file
    a. Navigate to /opt/IBM/SMP/maximo/deployment
    b. Run ./buildmaximoear.sh

  5. Deploy the new Maximo EAR File on all Maximo servers
    a. In WebSphere console, navigate to Applications->Application types->Websphere enterprise applications
    b. Select MAXIMO and then hit Update button
    c. Select Browse and select the EAR file from Step 4
    d. Hit Next and accept defaults from all pages
    e. After deployment, click on Save

  6. Start the applications and MXServer

Part 2. Configure App Connect

App Connect Authentication

Note: IBM App Connect Professional or Enterprise is needed to run these flows. The flows have been tested on IBM Cloud App Connect, AWS App Connect, as well as the containerized version of App Connect.

  1. Two accounts need to be created from the Catalog tab in order to connect the applications. Once all of the connectors have loaded, type in http to find the HTTP Application.

  2. If this is the first account, select Connect to begin setting up the initial HTTP account. If this is not the first account, make sure to take note if there are any other generic account names present because the number of the one created will depend on what has already been created. App Connect creates an account with a generic name in sequential order (Example: if Account 1 and Account 2 are present, the new account will be Account 3).

  3. Use the below table to associate the proper credentials for the accounts.

  4. Once the account is connected, head back to the HTTP Application on the Catalog page and rename the new account according to the Account Name column in the table below.
Flow Account Name Username Password API key API location API key name
Max -> Tri mxtririga Your TAS Username Your TAS Password N/A N/A N/A
Tri -> Max trimaximo N/A N/A Your Maximo apikey header apikey

App Connect Catalog App Connect catalog

Importing App Connect Flows

  1. Locate the .yaml files for the desired flows from the provided zip.
  2. Import the Selected Flows into App Connect Enterprise, or App Connect SaaS on IBM Cloud using the instructions below

Import Steps - App Connect Enterprise (CP4I) & App Connect SaaS (AWS)

  1. From the App Connect Dashboard, click New and select Import Flow from the drop down menu.
  2. Either drag and drop or select the flow for import. In this example, the MX2TRI Person flow will be used.
  3. The flow should now be uploaded onto the App Connect instance. From this screen navigate using the Edit flow button to see the individual nodes of this flow. Be sure to select the HTTP account that was configured for Maximo to TRIRIGA for the connector.
  4. Click Done on the top right of the screen then click on the three dots in the top right corner and select Start API.
  5. Go to the Test tab once it shows that the flow is Running and select the POST option on the left side of the screen. Click on Try It and grab the URL and security credentials from this screen for the next step.

App Connect Dashboard Step 1: App Connect Dashboard

Uploaded_Flow Step 2: Import a Flow

Completed_Flow Step 3: Completed Flow

Start_API Step 4: Start Flow

App Connect Config Full Step 5: Try It

Import Steps - App Connect SaaS (IBM Cloud)

  1. If your instance of AppConnect is through the cloud, your page will look a bit different.
  2. The interface is mostly the same, but instead of Try It you'll see a tab called Manage. This page contains a few important pieces of information that you'll need to complete the configuration. First, at the top of the page under API Info you'll see a field called Route. Piece this together with the correct path of the flow that you're implementing in order to create the proper flow URL.
  3. Collect the API key at the bottom of the page from a field called Sharing outside of Cloud Foundry organization. Click on Create API key and documentation link. Provide a name and it will generate an apikey for you to use with this flow along with a documentation link that looks like the Test page from the on-prem configuration.
  4. The end of the URL at the top of the page should have the path that will complete the route URL. Copy the end of the URL that begins with tri and add it to the piece gathered earlier. The 6 character string that precedes the path on the documentation should match the last 6 characters of the route piece from before.

AppConnect Cloud Manage Tab Step 1: Manage Tab

AppConnect Cloud Route Step 2: Cloud Route

AppConnect Cloud Sharing Step 3: API key creation

AppConnect Cloud Documentation Link Step 4: API Documentation Link

Running in Production

Once the configuration of the below applications is complete and the connectivity between systems is working as expected, you will need to deploy the flow as an integration server via the App Connect Dashboard.

  1. From the dashboard view of the Designer application, click the three dots on the flow's tile, select Export, and then Runtime flow asset (BAR).

  2. In the App Connect Dashboard instance, select Create Server and then the type of integration you would like to run. The flows work with all types of integration sizes, so pick the one that is right for your deployment. Import the bar file you just downloaded into the section on the Integrations tab.

  3. On the Configuration screen, refer to securing a REST-based integration to properly secure the server.

  4. Give the intended details of the server such as the name, version, and correct license to use. Click Create when you're ready to deploy. It may take upwards of 5-10 minutes for the server to be up and running.

Export Bar file Step 1: Export Bar file

Create Integration Server Step 2: Create Integration Server

Details Page Step 3: Final details

Part 3. Configure TAS

Import Object Migration Package

  1. Import the OM Package labeled APIConnector into the TAS instance. Go to Tools -> Administration -> Object Migration and select New Import Package to begin the import process. Refer to the Object Migration Overview for more information on Object Migration

TAS API User Access

In order for App Connect to be able to use TAS APIs, it will need a user with certain permissions. These user's credentials will be configured in App Connect.

  1. Create an integration user by following the steps given in Chapter 2. This user should be a non-admin user and not part of the Admin security group.

  2. Assign that user to a new or existing group for the integration. If you need to create a new security group, follow the steps given in Chapter 1.

  3. Add the "TAS Base License" to the License Details section on the user Profile.

  4. Select the newly created group or desired existing group and switch to the Access tab and add the appropriate access for the integration.

Outbound Traffic from TAS

For outbound traffic from TAS, grant at least READ access on the Business Objects that will be used. The table below shows the various supported business Objects the API can pull from:

Module Business Object Label
Asset Building Equipment
Classification Request Class
Classification Space Class Current
Classification Asset Spec Class
People People
Location Property
Location Building
Location Floor
Location Space
Organization Organization
Request Service Request
Task Work Task

In the example below, the API user is able to pull data from the Building Business Object:

Outbound Business Object

Inbound traffic to TAS

For inbound traffic, Data Access needs to be enabled as well as Application Access permissions to the triAPIConnect Module or the individual Objects. To enable an API user to create a building, grant access to the triAPICBuilding Business object as shown below:

Inbound Traffic Business Object

Date Time Format

  1. The Date Time Format field in the user profile must be in UTC. Navigate to Portfolio -> People -> My Profile and select the user profile that will be triggering the action. The Date Time Format should be in UTC as shown below.

TRI-UTC Date Time Format Field in My Profile

Configure Integration Object

  1. Configure the Integration Object - From the main page of TAS, click on Tools -> System Setup -> Integration -> Integration Object. Under the Name column, type in apic, and select the integration object that pertains to the record that is getting sent.
  2. Click on the object and fill in the credentials in the pop-up box.

TAS End Point TAS End Point

Part 4. Maximo Configuration

Note 1 If you have not already done so, please import AppConnect Cert to Maximo to enable encrypted communication.

Note 2: The following steps and prerequisites are done against a Maximo demo database. The naming conventions may slightly differ from this, but these are the necessary components.

Within Maximo, configure your instance to be ready to receive records from TAS. If these pre-requisites are not completed, the action will not be recorded.

1. Create an Organization named TRIRIGA

a. Navigate to the Organizations page and click the blue + button on the top row.
b. Fill in the Organization name with TRIRIGA and the description as "TAS Organization".
c. Fill in the remaining required fields as such:

Field Name Value
Base Currency 1 USD
Item Set SET1
Company Set COMPSET1
Default Item Status PENDING
Default Stock Category STK

d. Click Save Organization on the left side of the screen under Common Actions. This will be set to Active later once there is a clearing account.

2. Create a Testing clearing account in Chart of Accounts

Un-require the GL Account fields

a. Navigate to Financial -> Chart of Accounts and click on the previously created TAS org in the Organizations table. Currently, there should be no GL Accounts for TAS present.
b. Click GL Component Maintenance on the left side under More Actions and add a New Row with the following values:

Field Name Value
GL Component Value 1001
Description Testing
Active? Yes

c. Click OK. Click New Row under GL Accounts for TRIRIGA and click the magnifying glass to search for that GL Component. Select it and it should populate in the GL Account and Description fields. The Active Date field should auto populate to the current date.
d. Now that this account is present, head back to Organizations and update the TRIRIGA organization to show the just created Clearing Account, tick the Active box, and click Save Organization.

3. Create a site TRIMAIN and set it to active

a. On the Organization page, click on the Sites tab at the top of the page.
b. Click New Row under Sites and enter TRIMAIN for Site and MAIN Site for Description. Set the site to Active.
c. Click Save Organization.

4. API Key

MAS
  • Navigate to Integration -> API Keys.
  • Click on the button that reads Add API key
  • Select user MXINTADM and click the Add button to generate an API key for this user. Securely store this API key for later use.
Maximo 7.6.1.2
  • Navigate to Administration -> Administration and a new tab/window should open with the Maximo-X application.
  • You should be on a page titled 'Integration'. Click on the tab at the top of the page that says API Keys and click on the button with the blue plus sign that reads Add API key
  • Select user MXINTADM and click the Add button to generate an API key for this user. Securely store this API key for later use.

5. Integration Controls

a. Head to Enterprise Services and click on Create Integration Controls. These integration controls help translate specific external values into values Maximo understands. The following tables contain values to set up this demo, but can be customized to fit your TAS and Maximo naming conventions. There should be 5 X-Ref Integration Controls created with the following associations:

Integration Control MAXIMO Value External Value Description Domain
PLUSILOCSTATUS ACTIVE ACTIVE TAS Location Status mapping for inbound flows LOCASSETSTATUS
PLUSILOCSTATUS INACTIVE REVIEW IN PROGRESS N/A N/A
PLUSILOCSTATUS OPERATING OPERATING N/A N/A
PLUSIORG TRIMAIN IBM Organization mapping for TAS N/A
PLUSIORG TAS TAS N/A N/A
PLUSIORGEN TAS EAGLENA TAS Organization mapping for Inbound flow N/A
PLUSIORGEN TAS IBM N/A N/A
PLUSIORGEN TAS MAXIMO ORG N/A N/A
PLUSIORGEN TAS TAS N/A N/A
PLUSIPRIORITY 1 High Priority mapping for TAS N/A
PLUSIPRIORITY 2 Medium N/A N/A
PLUSIPRIORITY 3 Low N/A N/A
PLUSISITEEN TRIMAIN BEDFORD TAS Location mapping for inbound flows N/A
PLUSISITEEN TRIMAIN SPACE 01 N/A N/A
PLUSISITEEN TRIMAIN TRIMAIN N/A N/A

b. Once these Integration Controls are created, associate them in both the created Enterprise Services and Publish Channels by using the following two tables

Enterprise Service Control
PLUSIASSET PLUSIORGEN
PLUSIASSET PLUSIPRIORITY
PLUSIASSET PLUSISITEEN
PLUSILOCATION PLUSILOCSTATUS
PLUSILOCATION PLUSISITEEN
PLUSILOCATION PLUSISTATUS
PLUSIPERSON PLUSIORGEN
PLUSIPERSON PLUSISITEEN
PLUSIWO PLUSIWOPRIORITY
Publish Channel Control
PLUSIASSET PLUSIPRIORITY
PLUSILOCATION N/A
PLUSIPERSON PLUSIORG
PLUSISR N/A
PLUSIWO PLUSIWOPRIORITY
PLUSIWO PLUSIWOSTART

c. Return to the PLUSITRIRIGA External System. On the left side of the External Systems page, select Setup Integration Controls under More Actions and make sure that all 5 Integration Controls are showing as present.

6. Enable Object Structure Security

The user needs to be able to transact against the specific object structureS in Manage. Navigate to Object Structures and search for MXPERSON. On the left side of the MXPERSON screen select Configure Object Structure Storage and turn on the button underneath Use Object Structure for Authorization Name?

Configure Object Security Configure Object Security Screen

The structure should save. Complete this process for the following objects:

  • MXASSET
  • MXOPERLOC
  • MXSR
  • MXWO
  • MXDOMAIN

Next, navigate to Security -> Security Groups and select the security group the current user is apart of. Click the Object Structures tab and filter search for MXPERSON. Once selected, click Grant Listed Options for This Object Structure and Save the Group.

Security Group Page Security Group Page

Note Repeat this process for the other changed structures.

7. Application Designer Changes

Go to System Configuration -> Platform Configuration -> Application Designer

Person

  1. Search for PERSON, switch to the Person Tab and select a section to add three new boxes.
  2. At the top, click the icon labeled Control Palette and add a Multipart Textbox at the bottom of the section. Add the values from the below table within the properties of the Multipart Textbox and click Save Definition

    Note Be sure that the Attributes are taken from the PERSON Object.

Type of Control Label Attribute Attribute for Part 2 (If Multipart Textbox) Lookup Input Mode for Part 2 (If Multipart Textbox)
Multipart Textbox TAS Location Path PLUSIPRIMARYLOCPATH PLUSILOCATIONPATH.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Primary Organization PLUSIORGPATH PLUSIORGANIZATIONPATH.DESCRIPTION VALUELIST Readonly
Textbox TAS Record ID EXTERNALREFID (From the Person Object) N/A N/A N/A

Follow the same directions using the following information for the other objects that will be used in the integration

Asset

Search for ASSET in Application Designer

Note Be sure that the Attributes are taken from the ASSET Object.

Type of Control Label Attribute Attribute for Part 2 (If Multipart Textbox) Lookup Input Mode for Part 2 (If Multipart Textbox)
Multipart Textbox TAS Building Equipment Spec PLUSIASSETSPECNAME PLUSIASSETSPECCLASS.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Primary Organization PLUSIORGPATH PLUSIORGANIZATIONPATH.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Location Path PLUSILOCPATH PLUSILOCATIONPATH.DESCRIPTION VALUELIST Readonly
Textbox TAS Record ID EXTERNALREFID (From the Asset Object) N/A N/A N/A

Location

Search for LOCATION in Application Designer

Note Be sure that the Attributes are taken from the LOCATION Object.

Type of Control Label Attribute Attribute for Part 2 (If Multipart Textbox) Lookup Input Mode for Part 2 (If Multipart Textbox)
Multipart Textbox TAS Space Classification PLUSISPACECLASSIFICATION PLUSISPCCLASSIFICATION.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Parent Location PLUSIPARENTLOCATION PLUSIPARENTPATH.DESCRIPTION VALUELIST Readonly
Textbox TAS Record ID EXTERNALREFID (From the Location Object) N/A N/A N/A

Service Request

Search for SR in Application Designer

Note Be sure that the PLUSIREQCLASSID Attribute is taken from the TICKET Object.

Type of Control Label Attribute Attribute for Part 2 (If Multipart Textbox) Lookup Input Mode for Part 2 (If Multipart Textbox)
Multipart Textbox TAS Request Classification PLUSIREQCLASSID PLUSIREQCLASS.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Primary Organization PLUSIORGPATH PLUSIORGANIZATIONPATH.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Parent Location PLUSIPARENTLOCATION PLUSIPARENTPATH.DESCRIPTION VALUELIST Readonly
Textbox TAS Record ID EXTERNALREFID (From the Ticket Object) N/A N/A N/A

e. Click Save Definition after the changes are added.

Work Order

Search for WOTRACK in Application Designer

Note Be sure that the PLUSIREQCLASSID Attribute is taken from the WORKORDER Object.

Type of Control Label Attribute Attribute for Part 2 (If Multipart Textbox) Lookup Input Mode for Part 2 (If Multipart Textbox)
Multipart Textbox TAS Location Path PLUSILOCPATH PLUSILOCATIONPATH.DESCRIPTION VALUELIST Readonly
Multipart Textbox TAS Primary Organization PLUSIORGPATH PLUSIORGANIZATIONPATH.DESCRIPTION VALUELIST Readonly
Textbox External Ref ID EXTERNALREFID (From the WorkOrder Object) N/A N/A N/A

Click Save Definition after the changes are added.

8. TAS to Maximo Service Request Comment & Attachment Support

The PLUSITRIServiceRequest2MX_v_1_1_0 integration supports both Comments and Attachments from TAS. This includes pictures or images that are attached as either Comments or Attachments in TAS.

Some configuration will need to be done in order to allow for this.

DB Config

  1. Go to Database Configuration and pull up the WORKLOG object.
  2. Add 'EXTERNALREFID' as an Attribute with a type ALN and 50 length.
  3. Turn on Admin Mode and Run Database Configuration for this change as it will need to be referenced in the Index.
  4. Once EXTERNALREFID has been added, navigate to Indexes and add the index 'PLUSIEXTREF'. Under the Columns table make sure to reference the EXTERNALREFID that was just created as well as to leave 'Enforce Uniqueness' unchecked.
  5. Turn on Admin Mode and run Database Configuration again to have these changes take effect.

Object Structure

  1. Navigate to Object Structure and find MXSR. Duplicate this Object Structure and rename it PLUSISRDOCS.
  2. Add two new Source Objects to the Structure underneath SR: "DOCLINKS" and "WORKLOG". Make sure the Relationships match with the following image.

SR Object Structure 3. Select the WORKLOG Source Object and in the 'Details' section add the 'PLUSIEXTREF' Index to the Alternate Key field. Then navigate to Exclude/Include Fields. Click on Non-Persistent Fields in the window and make sure 'Description_LongDescription' is selected as Included.

Enterprise Services

  1. Now that the changes are made in database and object structure level, they need to be referenced by the Enterprise Service. To do this, duplicate the Default PLUSISR Enterprise Service and name this new one 'PLUSISRDOCS' that references the newly created Object Structure.
  2. Remove the default PLUSISR Enterprise Service from the PLUSITRIRIGA External System in order to Delete the Enterprise Service. Once deleted, duplicate PLUSISRDOCS and name it PLUSISR to replace the deleted Enterprise Service.
  3. Add the new PLUSISR back into the External System.

Now when a Service Request comes in with a comment or attachment, Maximo will keep track of the comments in the Worklog and images/documents in the Attachments.

Part 5: Testing

To test that the configuration is complete, send a test payload in order to test connectivity.

Maximo

  1. Go to the End Points application and click Test at the bottom of the integration you would like to test.
  2. Send a test payload that is a valid object. {"Hello":"World"} would work.
  3. If the response is anything other than Bad Request, see what might be causing the error

TAS

Use a tool like POSTMan to test the connectivity of the App Connect flow. You can use a Sample JSON Payload from this open source repository.

Part 6: Data Pre-requisites for the Integrations

Because of internal references within the TRIRIGA and Maximo data models some flows depend on other flows to function. The following tables describe these relationships. You will need to run the pre-requisite flows first before running the main flows.

Maximo to TAS

Flow Flows to run first
MXPerson2TRI TRISpace2MX, TRILocPath2MX, TRIOrg2MX
MXAsset2TRI TRISpace2MX, TRILocPath2MX, TRIOrg2MX, TRIAssetSpec2MX
MXLocation2TRI TRILocPath2MX, TRISpaceClass2MX
MXServiceReq2TRI TRILocPath2MX, TRIReqClass2MX, TRIPerson2MX
MXWorkOrder2TRI TRILocPath2MX, TRIOrg2MX

TAS to Maximo

Flow Flows to run first
TRIPerson2MX TRISpace2MX, TRILocPath2MX, TRIOrg2MX
TRIAsset2MX TRISpace2MX, TRILocPath2MX, TRIOrg2MX, TRIAssetSpec2MX
TRISpace2MX TRILocPath2MX, TRISpaceClass2MX
TRIServiceReq2MX TRILocPath2MX, TRIReqClass2MX, TRIPerson2MX
TRIWorkOrder2MX TRILocPath2MX, TRIOrg2MX
PeopleBatch TRISpace2MX, TRILocPath2MX, TRIOrg2MX
AssetBatch TRISpace2MX, TRILocPath2MX, TRIOrg2MX, TRIAssetSpec2MX
SpaceBatch TRILocPath2MX, TRISpaceClass2MX

Troubleshooting

Depending on the direction of the flow, cross-referencing errors from two systems can help identify the root cause of an issue with the integration. For example:

  • If there is a Not Found error in Maximo Message Reprocessing when running the flow, double check the logs in App Connect to see if there is a corresponding error. If there is, the root cause might be related to what is being sent out of Maximo. If there isn't, then the message never left Maximo and the flow should be checked to make sure it is running.

Where to find logs in App Connect

App Connect Enterprise

The logs in App Connect Enterprise are found in the Integration Server pod. If running from App Connect Designer, this integration server is found in the App Connect namespace in OpenShift. Typically the Designer integration server has 4 pods and the logs can be found in the pod with a similar naming convention to des-01-quickstart-ma-designer-designer-flows.

App Connect Enterprise App Connect Enterprise

App Connect SaaS & AWS

The logs in App Connect SaaS and AWS can be found within the application itself by clicking on the clipboard icon on the left side task bar.

App Connect SaaS or AWS App Connect SaaS or AWS

Common errors that arise from Maximo

Testing the End Point

When testing that the end point is entered correctly on the End Points application, there are two common errors:

Error Cause Resolution
Response code received from the HTTP request from the endpoint is not successful Invalid URL in the Integration Object Double check the URL that all of the components are entered correctly. Make sure there are no accidental spaces at the beginning or the end in event of a copy/paste.
404: Not Found Flow is not Running Make sure the flow is Running before starting the cron tasks
PKSync error Certificate error Confirm the certificate is configured correctly

Message Reprocessing

Errors in Maximo can be found in Message Reprocessing

Error Cause Resolution
Bad Request error Either the payload being sent out is incorrect or the account configurations are wrong Double check to make sure the Accounts from the App Connect pre-requisite section are correct and that the item in Maximo has all of the mapped fields

Common errors that arise from TAS

Error Cause Resolution
404 - Not Found: Cannot POST Invalid URL in the Integration Object Double check the URL in the specific Integration Object that all of the components are entered correctly
404 - API doesn't exist Flow is not running Double check that the flow is Active in App Connect
404 - The HTTP request returned with an error 404 "Not Found" Incorrect App Connect connector config Double check that the credentials being used in the HTTP post node in App Connect are correct
401 - Authorization error Too many user sessions open in TAS Open the Admin dashboard on the TAS environment and check the Users logged in. This issue can arise after a number of requests are made to TAS and then gives a 401 error even with the proper credentials. Clear the users logged in and the issue should clear.
  • Clear OSLC Cache in TAS Admin Console in case the integrations do not work in intended manner.

Reference for Pre-requisite

Pre-requisite: add an App Connect Certificate in MAS 8.9+

  1. Extract the App Connect certificate from an imported flow URL. Navigate to the flow's page and click on Test and then Try It to get the proper URL.

  2. Navigate to the Admin dashboard for MAS and go to the workspace where Manage is deployed.

  3. Update the configuration and scroll down to Imported Certificates. Untick the System managed button and fill in the extracted certificate in the fields.

  4. Click Apply Changes at the top of the page and MAS will update the truststore with the new certificate.

Manage-Workspace

Step 2: Manage Workspace

Imported-Certificates

Step 3: Imported Certificates

Pre-requisite: add an App Connect Certificate in Maximo 7.6.1.2+:

Configure WebSphere Certificates. This makes a test connection to a Secure Sockets Layer (SSL) port and retrieves the signer from the server during the handshake.

  1. Log into the WebSphere console that is hosting the Maximo server.

  2. Click on Security -> SSL certificate & key management. Under Related Items click on Key stores and certificates.

  3. Click on CellDefaultTrustStore and on the next page under Additional Properties click on Signer certificates.

  4. From this page, click on the button that says Retrieve from Port and fill in the required fields using the table below:

    Field Value
    Host The host from the imported flow URL
    Port 443
    Alias appconnect

  5. Once all three have been entered in, click Retrieve signer information and the information from the URL will populate on screen. Click Save in the box at the top and then repeat the process for NodeDefaultTrustStore.

Websphere-Home

Step 2: WebSphere Homepage

Websphere-Keystores

Step 3: Websphere Keystores

Websphere-Signercerts

Step 4: Websphere Signer Certs

Pre-Requisite: Update TAS Custom Resource with App Connect Certificates:

In OpenShift, import the following yaml with the App Connect certificates added under the spec.alias.crt section:

cat <<EOF | oc create -f -
apiVersion: truststore-mgr.ibm.com/v1
kind: Truststore
metadata:
    name: my-tas-truststore
spec:
    license:
        accept: true
    includeDefaultCAs: true
    servers:
    - "example.com:443"
    certificates:
    - alias: alias_1 
      crt: |
        -----BEGIN CERTIFICATE-----
        ...
        Certificate 1   
        ...
        -----END CERTIFICATE-----

        ...

    - alias: alias_n 
      crt: |
        -----BEGIN CERTIFICATE-----
        ...
        Certificate n   
        ...
        -----END CERTIFICATE-----
EOF

If there is already a truststore for TAS, update the truststore with the App Connect certificate.