1 - Total Resource Management

tacitmarigoldInternet and Web Development

Jan 25, 2014 (3 years and 6 months ago)

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©2006 Total Resource Management, Inc.

1

What is RulesManager SE™?

TRM RulesManager SE™ is a robust
configuration engine that allows an
organization to enhance and tailor MAXIMO
5x and 6x system behavior and functionality
to meet its specific business needs.

©2006 Total Resource Management, Inc.

2

Structure


Sits on MAXIMO server


Initializes on startup


Executes as referenced actions or events occur


Java Archive (.jar) file working in conjunction with
MAXIMO classpaths and CORE functionality


Rule program commands stored in a series of .xml
files


100% MRO API compliant

©2006 Total Resource Management, Inc.

3

Attributes


Enforce Conditional Business Rules


Simple JavaScript statements perform
complex MAXIMO® events.


Dynamic Fields
(Required & Read Only)


Virtual Fields


Flexible value list options


Intuitive Development Environment

©2006 Total Resource Management, Inc.

4

Benefits


Rapid system adaptability


Reduced time and cost for:


Development


Deployment


Lifecycle Configuration Management


Decreased dependence on database
triggers


No JAVA programming knowledge required

©2006 Total Resource Management, Inc.

5

MAXIMO Upgrade Path


RulesManager™ adheres strictly to
published MRO API.


RulesManager™ is sustained across
MAXIMO versions and upgrades.

©2006 Total Resource Management, Inc.

6

Events Qualification


All events can be qualified by


Site


Org


User


Group


Application


Application Family
(MAXIMO Table)

©2006 Total Resource Management, Inc.

7

Record Events


On Creation


On Status Change (including synonyms)


On Save (including First Save only)


On Deletion


On Initialization




The following are a few examples of record
events that can have an action attached:

©2006 Total Resource Management, Inc.

8

Field Events


On change of a field


Making a field read only (conditional)


Making a field required (conditional)


Default values




The following are characterized as field
events:

©2006 Total Resource Management, Inc.

9

Development Environment




Also known as the IDE (Integrated
Development Environment)


Allows the user to create rules without
having to open up the XML file.


Simple folder structure and descriptive
components allow for easy navigation
through the program

©2006 Total Resource Management, Inc.

10

Development Environment



Server
Explorer

Rule XML
Explorer

Properties View

Events
Editor

©2006 Total Resource Management, Inc.

11

Required Fields


MAXIMO’s standard capabilities allow a field
to be set as required at the Database level


RulesManager™ provides the ability to set a
field as required at the application and/or
record level.


Required Fields can be set Conditionally

©2006 Total Resource Management, Inc.

12

Required Fields
--

Example


The following shows the structure of a required rule within the IDE
and the final result on the front end





Using the IDE to make
the FOLLOWUPDATE
AND REQUIREDATE
fields required within
the PO application

The two fields are now
always required on the
front end

©2006 Total Resource Management, Inc.

13

Required Fields
--

Example


Conditionally Requiring a Field


JavaScript syntax


If (WORKORDER.worktype == ‘EMERGENCY’)

{


WORKORDER.failurecode.required = true;


WORKORDER.problemcode.required = true;

}





©2006 Total Resource Management, Inc.

14

Read Only Fields


MAXIMO’s standard capabilities allow a field
to be set read only at the application level.


RulesManager™ provides the ability to set a
field as read only conditionally.


©2006 Total Resource Management, Inc.

15

Read Only Fields
-

Example


Non
-
Conditional Read Only





Conditionally Read only

Add this line in the JavaScript editor for the ReadOnly Tag


©2006 Total Resource Management, Inc.

16

Value Lists


MAXIMO’s standard capabilities allow value
lists to be created and modified.


RulesManager™ provides the ability to
dynamically or statically include values.


Value Lists can override or qualify existing
MAXIMO value lists.

©2006 Total Resource Management, Inc.

17

Value Lists


Dynamic


Values are built from database tables.


Values can be filtered by using a form field
or predetermined criteria.

©2006 Total Resource Management, Inc.

18

Value Lists
-

Static


These values are hard coded within
RulesManager™.


Values can be filtered by a value from the
current form or predetermined criteria.

©2006 Total Resource Management, Inc.

19

Setting Field Values


Field values can be set upon any event or
condition



Fields values can be defaulted to a value
when inserting

©2006 Total Resource Management, Inc.

20

Setting Field Values


Example

Non
-
Conditional



This example does not contain a condition


When any field is changed, set the “CHANGEBY” field to the currently
logged in user.

Create an OnChange event

Create your action within
the OnChange event

©2006 Total Resource Management, Inc.

21

Setting Field Values


Example

Conditional



This example contains a condition


When the worktype field is changed, set the “WO18” and “PRIORITY” fields to
values indicated. This will only occur if “WORKTYPE” is equal to
“ITCONSULT”.

Create an OnChange event
for the WORKTYPE field

Actions inside event

©2006 Total Resource Management, Inc.

22

Dynamic Application Restrictions


MAXIMO’s standard capabilities allow
application restrictions for all users system
-
wide.


RulesManager™ extends that capability
down to the user level.


Eliminates needs for cloned applications.


Adds the restriction to where clause
automatically.

©2006 Total Resource Management, Inc.

23

Dynamic Application Restrictions

Example

This example will restrict the records that user WILSON can see,
only work orders with a priority equal to 1

©2006 Total Resource Management, Inc.

24

Virtual Fields


RulesManager™ provides capabilities to
create virtual fields.


Can be visible on screen.


Not written to Database.

©2006 Total Resource Management, Inc.

25

Virtual Fields
-

Example

WORKORDER.tottasktime = WORKORDER.wojp6 +
WORKORDER.wopm3;


Add the Virtual field
in the IDE

Write a rule with the
new field (Sum of
wojp6 and wopm3)

Display the field on the
front end

©2006 Total Resource Management, Inc.

26

Make GLAccount required when PRIORITY=1 and

LOCATION is not blank and POC=“Al” and FailureCode=“PIPES”

Without RulesManager

©2006 Total Resource Management, Inc.

27

Without RulesManager

Make GLAccount required when PRIORITY=1 and

LOCATION is not blank and POC=“Al” and FailureCode=“PIPES”

FldPriority.class

FldLocation.class

FldGLAccount.class

4 Maximo classes extended (yellow)

FldPOC.class

FldFailcode.class

©2006 Total Resource Management, Inc.

28

Make GLAccount required when PRIORITY=1 and

LOCATION is not blank and POC=“Al” and FailureCode=“PIPES”

If (WORKORDER.wopriority == ‘1’ && WORKORDER.location && WORKORDER.poc == ‘AL’


&& WORKORDER.failurecode == ‘PIPES’

{


WORKORDER.glaccount.required = true;

}

0 Maximo classes extended


With RulesManager

©2006 Total Resource Management, Inc.

29

Additional Plug
-
Ins


MailServer


Sends emails based on any event available


Add conditions to narrow down when emails are
to be send


DisplayManager


Controls the display attributes for many of the MAXIMO
components:


Setting Style and Color on Fields, Labels, and Grids


Required Field Color Highlighting


Grid, Tab, and Field Hiding