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Page 1: ServiceMax Adapters - General Electric€¦ · Chapter\㈴ ㈀㨀尲㐰Data Extraction Jobs3. Data Extraction Jobs4. About Extracting Data from ServiceMax4. Create ServiceMax Work

ServiceMax Adapters

© 2020 General Electric Company

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Contents

Chapter 1: Overview 1Overview 2

Chapter 2: Data Extraction Jobs 3Data Extraction Jobs 4

About Extracting Data from ServiceMax 4

Create ServiceMax Work Orders or Service Requests 6

Schedule Work Orders 7

Chapter 3: Deployment 8Deploy ServiceMax Adapters 9

Upgrade the ServiceMax Adapters to ServiceMax UDLP V2.9.0 9

Create a ServiceMax EAM System Record 9

Configure the ServiceMax Context File 10

Configure Site Reference Values 17

Configure GE Digital APM to Create Notifications Recommendation Records 19

Information to Complete ServiceMax and APM Connect Communications 20

Chapter 4: Reference 21General Reference 22

ServiceMax Mappings 26

Chapter 5: Release Notes 47First Quarter of 2020 48

Third Quarter of 2019 48

Third Quarter of 2018 48

ii ServiceMax Adapters

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Copyright GE Digital© 2020 General Electric Company.

GE, the GE Monogram, and Predix are either registered trademarks or trademarks of All other trademarksare the property of their respective owners.

This document may contain Confidential/Proprietary information of and/or its suppliers or vendors.Distribution or reproduction is prohibited without permission.

THIS DOCUMENT AND ITS CONTENTS ARE PROVIDED "AS IS," WITH NO REPRESENTATION ORWARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TOWARRANTIES OF DESIGN, MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE. ALL OTHERLIABILITY ARISING FROM RELIANCE UPON ANY INFORMATION CONTAINED HEREIN IS EXPRESSLYDISCLAIMED.

Access to and use of the software described in this document is conditioned on acceptance of the EndUser License Agreement and compliance with its terms.

© 2020 General Electric Company iii

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Chapter

1OverviewTopics:

• Overview

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OverviewServiceMax adapters provide communication between GE Digital APM and a ServiceMax system.

GE Digital APM and ServiceMax Interaction

After installing and configuring the ServiceMax adapters, use GE Digital APM to initiate and track work tobe done for assets managed by a ServiceMax system. Consider the following example of GE Digital APMand ServiceMax interaction:

• A GE Digital APM user creates a Recommendation Record in GE Digital APM.• The Recommendation Record results in a Notification record that is sent to the ServiceMax system.• The receiving system creates a Service Request Record from the Notification record that the

ServiceMax administrator uses to create work orders.• A technician updates the work order in ServiceMax after completing the work indicated by the work

order.• The GE Digital APM user runs the Work History job that extracts information from the ServiceMax

Service Request record and updates the Work History records in GE Digital APM.

2 © 2020 General Electric Company

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Chapter

2Data Extraction JobsTopics:

• Data Extraction Jobs• About Extracting Data from

ServiceMax• Create ServiceMax Work

Orders or Service Requests• Schedule Work Orders

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Data Extraction JobsData extractions, also referred to as jobs, are orchestrated through the different adapters. Depending onthe type of data (that is, Equipment, Functional Location, Work History) you want to extract, there is acorresponding job. ServiceMax extractions are facilitated by the APM Connect Administration Center anda corresponding context file. The context file contains filter parameters that are applied to each extractionadapter job. The filter parameters define the scope of the data extraction.

Available Adapters

The ServiceMax adapters transfer data between GE Digital APM and ServiceMax.

• Equipment Adapter: Extracts records that are used to store information about physical pieces ofequipment such as pumps, motors, and compressors.

• Functional Location Adapter: Extracts records that are used to store information about locations inyour organization including, but not limited to, the locations at which the physical pieces of equipmentare installed.

• Work History Adapter: Extracts records that are used to store data about work that was performedagainst your locations and equipment, as well as failures that occurred for those locations andequipment. Additionally, it allows you to transfer Notifications from ServiceMax to GE Digital APM.

• Notification Management Adapter: Allows you to transfer Recommendation records from GE DigitalAPM to ServiceMax in the form of Notifications.

About Extracting Data from ServiceMaxBefore extracting data from ServiceMax, you must load enterprise, site, and taxonomy information intothe Predix database using the same site name you defined.

The extraction adapters allow you to extract data from your ServiceMax system and import it into your GEDigital APM system. To run an adapter, you must configure the appropriate parameters in the context file.After the context file is configured, you must run the Adapter job in the APM Connect AdministrationCenter, at which point your data is extracted, transformed, and loaded into GE Digital APM.

There are three jobs that can be used to extract data from ServiceMax and load data into GE Digital APM.

• ServiceMax_Asset: Loads ServiceMax Asset records to GE Digital APM as Equipment records. Afterimporting, this will display as the RUN_EQUIPMENT job.

• ServiceMax_Location: Loads ServiceMax Location records to GE Digital APM as Functional Locationrecords. After importing, this will display as the RUN_LOCATION job.

• ServiceMax_WorkHistory: Loads ServiceMax Work Order records, Service Request records, and failurerecords as GE Digital APM Work History and Work History Detail records. After importing, this willdisplay as the RUN_WORKHISTORY job.

• ServiceMax_Master_Interface: Can be used as a wrapper job to run all of the extraction jobssimultaneously.

As a GE Digital APM user, after the adapter job runs, you can use standard GE Digital APM tools (forexample, the Search tool) to access the records that were created automatically.

Details: Extracting Equipment Data

When the Equipment Adapter job is run, for each asset in the ServiceMax system that meets the criteriadefined in context file, a corresponding Equipment record will be created in the GE Digital APM database.In addition, if that ServiceMax asset has a parent asset or location, the GE Digital APM Equipment record

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will be linked automatically to a parent record belonging to the Equipment family or the FunctionalLocation family, as appropriate.

Note: If an asset is deleted in the ServiceMax system after an Equipment record has already been createdfor it in the GE Digital APM system, rerunning the Equipment Adapter job will not delete the GE DigitalAPM Equipment record.

Details: Extracting Functional Location Data

When the Functional Location Adapter job is run, for each location in the ServiceMax system that meetsthe criteria defined in the context file, a corresponding Functional Location record will be created in the GEDigital APM database. In addition, if that ServiceMax location has a parent asset or location, the GE DigitalAPM Functional Location record will be linked automatically to a parent record belonging to theEquipment family or the Functional Location family, as appropriate.

Note: If a Location record is deleted in the ServiceMax system after a Functional Location record hasalready been created for it in the GE Digital APM system, rerunning the Functional Location ExtractionInterface will not delete the GE Digital APM Functional Location record.

Details: Extracting Work Orders

When the Work History job is run, for each Work Order in the ServiceMax system that meets the filteringcriteria defined in Work History job, a corresponding Work History record will be created in the GE DigitalAPM database. Each Work History record will be linked to one Equipment or Functional Location recordidentifying the asset or location against which the ServiceMax Work Order is written.

If the Work Order is written against a location, the Work History record will be linked to a FunctionalLocation record, and the Location ID field in the Work History record will be populated automatically withthe Location ID of that ServiceMax location.

If the Work Order is written against an asset, the Work History record will be linked to an Equipmentrecord, and the Equipment ID field in the Work History record will be populated automatically with theLocation ID of that ServiceMax asset. In addition, if that ServiceMax asset has a parent location, the WorkHistory record will also be linked to a Functional Location record representing that parent ServiceMaxlocation. The Location ID field in the Work History record will also be populated automatically with theLocation ID of that parent ServiceMax location.

Details: Extracting Service Requests

When the Work History job is run, for each Service Request in the ServiceMax system that meets thefiltering criteria defined in the Work History job, a corresponding Work History record will be created inthe GE Digital APM database. Each Work History record will be linked to one Equipment or FunctionalLocation record identifying the asset or functional location against which the ServiceMax Service Requestis written. Specifically:

• If the Service Request is written against a location, the Work History record will be linked to aFunctional Location record, and the Location ID field in the Work History record will be populatedautomatically with the Location ID of that ServiceMax location.

• If the Service Request is written against an asset, the Work History record will be linked to anEquipment record, and the Equipment ID field in the Work History record will be populatedautomatically with the Location ID of that ServiceMax asset. In addition, if that ServiceMax asset has aparent location, the Work History record will also be linked to a Functional Location recordrepresenting that parent ServiceMax location. The Location ID field in the Work History record will alsobe populated automatically with the Location ID of that parent ServiceMax location.

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Details: Extracting Work History Details

When the Work History job is run, detailed Work Order and Service Request information is extracted fromyour ServiceMax system to your GE Digital APM system as Work History Detail records.

Note: If a Work Order does not have any failure information, a Work History Detail record will not becreated.

Create ServiceMax Work Orders or Service Requests

About This Task

Important: You can create either a Work Order or a Service Request in ServiceMax from GE Digital APM.You cannot create both at the same time, so you must configure the context file to designate which tocreate.

Note: The following instructions assume that the Create Work Request box exists on the baselinedatasheets for the supported Action Management families. This field exists on the default datasheets inthe baseline GE Digital APM database, so these instructions assume that they have not been removed byan administrative user.

Procedure

1. Access an existing recommended action.2. If the Recommendation record is not already linked to the Equipment or Functional Location record

that represents the equipment or location for which you want to create a ServiceMax Service Request,link the records.

3. Select the appropriate datasheet for the Recommended Action record.4. As needed, enter values in the available fields to provide information about the recommended action.

Note: The value in the Target Completion Date field must be a future date.

5. Select .6. Select the Create Work Request? check box.

7. Select .

The record is saved.

Results

After you save the recommended action, the following occurs:

1. A Work Order or Service Request is created in the ServiceMax system.2. The Work Request Reference field is populated with the ID of the corresponding Work Order or Service

Request.3. After the Work Request Reference field is populated, the Create Work Request field is disabled.4. The Service Record Id field is populated.

Note: If a Service Request cannot be created for any reason, a message appears, describing the problem.You will not be able to save the recommended action record until you clear the Create Work Request?check box or resolve the problem.

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Schedule Work Orders

Procedure

1. Access the APM Connect page.The APM Connect Configuration page appears.

2. Select EAM Settings.The EAM Settings page appears.

3. In the Scheduling Properties section, select Edit Schedule.

Note: If there is a previously scheduled item, a schedule summary will be displayed next to the EditSchedule button. If there is no scheduled item, Not scheduled appears next to the Edit Schedulebutton.

4. In the Edit Schedule window, select the Recurrence check box.5. In the Time Zone box, select the appropriate time zone.

6. In the Start box, select to schedule the start date and time.

a) Select one of the following as appropriate:

• The current date: Select this option to use the current time and date as the starting point.• Clear: Select this option to clear the current selection.• <Date>: Select this option to use the selected date as the start date.

b) Select , and then select the appropriate time.c) Select Close.

7. In the Every section, in the Interval box, enter the numeric value for how often you want the workorder generation to occur.

8. In the Every section, in the Units box, select the interval unit (that is, minutes, hours, years, etc.).9. In the Every section, in the Begin box, select one of the following:

• From start time: Select this option to start the recurrence from the previously selected start time.• After last occurrence: Select this option to begin the generation after the last time the job ran.

10. In the End box, based on when you want the recurrence to end, select one of the following:

• Never: If you select this option, the recurrence will not end.• After: If you select this option, you will enter a number of occurrences after which the generation

will end.• Time & Date: Select this option to use the calendar to select a time and date when the generation

will end.11. Select OK.

The schedule summary appears next to the Edit Schedule button. Additionally, the scheduled itemcan be viewed in the Scheduling feature in Operations Manager.

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Chapter

3DeploymentTopics:

• Deploy ServiceMax Adapters• Upgrade the ServiceMax

Adapters to ServiceMax UDLPV2.9.0

• Create a ServiceMax EAMSystem Record

• Configure the ServiceMaxContext File

• Configure Site Reference Values• Configure GE Digital APM to

Create NotificationsRecommendation Records

• Information to CompleteServiceMax and APM ConnectCommunications

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Deploy ServiceMax AdaptersTo ensure that the ServiceMax adapter transfers data correctly between GE Digital APM, and ServiceMax,you must perform these steps.

Before You Begin

• The correct version of GE Digital APM is installed.• The correct version of APM Connect is installed.• You have received the necessary information about the ServiceMax system the adapter is connecting

to GE Digital APM.• Your ServiceMax system must be prepared correctly.

Procedure

Preparing the ServiceMax System1. Load the Product Catalogue into ServiceMax. Make sure that all product external IDs in ServiceMax are

identical to the product IDs you load into GE Digital APM.

2. Load account IDs into ServiceMax. These account IDs must match the Site Names you load into GEDigital APM.

3. Add Location Types FLOC and Ship To to the Location object in ServiceMax. If your source systemuses a Location Type other than FLOC, use that type designation.

Upgrade the ServiceMax Adapters to ServiceMax UDLP V2.9.0The following tables outlines the steps that you must complete to upgrade this module toServiceMaxUDLP V2.9.0.

About This Task

These instructions assume that you have completed the steps for upgrading the basic systemarchitecture.

These tasks may be completed by multiple people in your organization. We recommend, however, that thetasks be completed in the order in which they are listed.

Procedure

• Upgrade from ServiceMax UDLP V2.2.0 through Maximo UDLP V2.9.0• On the APM Connect Server, run the third-party software batch file.• On the APM Connect Server, update existing jobs.

Create a ServiceMax EAM System RecordYou must configure an EAM System record to establish a connection between any EAM system and GEDigital APM.

Procedure

1. Create a new EAM System record.

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2. In the Datasheet ID box, select ServiceMax.3. In the Name box, enter the name of your system.4. If this system is the system to and from which you want to send data by default, select the Default

EAM System? check box.5. In the System Type box, select SERVICE_MAX.6. In the User ID box, enter a valid User ID.

7. In the Password box, select .8. In the Enter EAM System Password window, in the Password box, enter the password that is

associated with the specified user ID.9. In the Confirm Password box, reenter the password.10. Select OK.11. In the Connection String box, replace the template connection string with the URL of the ServiceMax

application endpoint, for example, https://login.salesforce.com/services/oauth2/token.

12. In the Auth Client box, enter the ID of the client.

13. In the Auth Client Secret box, select .14. In the Auth Client Secret box, enter the secret associated with the specified user ID.15. In the Confirm Client Secret box, reenter the client secret.16. Select OK.

17. Select .The EAM System record is saved.

18. Select , and then select Test Connection.The connection parameters are verified, and the System ID box is populated with your EAM SystemName.

Results

• An EAM system record is created for the EAM system that defines a connection with GE Digital APM.The ID for this EAM record should now be used in the Name field of a Site Reference record.

• Linking an EAM system to an EAM System record enables the APM Connect Adapters to createNotifications against that EAM System.

Configure the ServiceMax Context FileThis topic describes how to access and configure parameters in the context file.

About This Task

Before you can run a job, you must specify a set of connection parameters and corresponding values toestablish connections between APM Connect components, GE Digital APM, and ServiceMax. Each of theseconnections is used when executing a job, and they are required. The connections are established viacontext files.

Procedure

On the APM Connect Server, navigate to the context file, and then open the context file to edit.

Important: Changes made to the context file will override changes made in the APM ConnectAdministration Center Context parameters section.

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Interface Mode Selection

Parameter Description Default or Recommend Value

LOAD_MERIDIUM_APM Determines if data will be loaded into the Meridiumdatabase.

The default value is true.

true: data will be loaded into theMeridium database.

false: data will not be loaded into theMeridium database.

LOAD_DIGITAL_APM Determines if data will be loaded into the Predixdatabase.

The default value is true.

true: data will be loaded into the Predixdatabase.

false: data will not be loaded into thePredix database.

CMMS_ID The CMMS ID used as the identifier for your ServiceMaxSystem, taking the form <System ID>-<Client ID>.

For example, if your System ID is D03 and your Client IDis 001, then your CMMS ID would be DO3-001.

This value is required.

Enter your unique value.

SOURCE_SYSTEM_TYPE Identifies the type of system connecting with GE DigitalAPM.

This value is required.

You must enter the value SERVICEMAX.

Intermediate Repository (IR) Connection Parameters

Parameter Description Default or Recommended Value

IR_HOST IP address of the IR. Enter the host name of the PostgreSQLserver. If you installed APM Connect usingthe default settings, then the value islocalhost.

IR_PORT Port number of the IR. The default value is 5432.

IR_DATABASE Database in which the IR data is stored. Enter a name for the IR database. Thisvalue will be used to create the IRdatabase.

IR_SCHEMA The schema in which the IR database will be created. The default value is public.

IR_USER_ID The IR user name. Enter the user name for the PostgreSQLdatabase. The default user name ispostgres.

IR_PASSWORD The IR system password. Enter the password for the PostgreSQLdatabase that was created when runningthe installer.

APM Connection Parameters

Parameter Description Default or Recommend Value

APM_API_APP_SERVER The GE Digital APM API application server name. Enter the name of your GE Digital APMAPI Server.

APM_API_USE_SSL Specifies whether the GE Digital APM API applicationuses SSL.

The valid values are:

• true: The API application uses SSL.• false: The API application does not

use SSL.

The default value is false.

APM_APP_SERVER The GE Digital APM application server name. Enter the name of your GE Digital APMServer.

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APM Connection Parameters

Parameter Description Default or Recommend Value

APM_DATASOURCE The GE Digital APM data source to which the data will beexported.

Enter the name of your GE Digital APMdata source.

APM_PASSWORD The GE Digital APM Framework password. Enter your unique value.

APM_USERID The GE Digital APM Framework User ID. Enter your unique value.

UNC_FILE_PATH The path of the directory of the data loader file share. Enter your unique value.

ServiceMax Organization Information

Parameter Description Default or Recommended Value

CUSTOMER_NAME The coded customer name. Enter your unique value, which wasprovided at installation.

ServiceMax Connection Parameters

Parameter Description Default or Recommended Value

SERVICEMAX_CLIENT_ID ServiceMax client from which data will be extracted. Enter your unique value.

CLIENT_SECRET The secret associated to the ServiceMax Client. Enter your unique value.

GRANT_TYPE The value ServiceMax uses to grant access to thesystem.

The default value is password.

SERVICEMAX_TOKEN_REQUEST_URL

IP address of the ServiceMax Server that providessecurity tokens to users.

Enter your unique value.

USERNAME ServiceMax system user ID. Enter your unique value.

PASSWORD ServiceMax system password. Enter your unique value.

SERVICE_REQUEST_URL The URL of the service that GE Digital APM uses tocreate service requests in ServiceMax.

Enter your unique value.

ROWS_TO_PROCESS The number of assets to extract in each batch fromServiceMax.

The default value is 100.

LANGUAGE The ServiceMax code that represents the language. Must be a single character.

EXTRACT_NUM_PARALLEL_JOB

Determines the maximum number of background jobsallowed during execution.

The recommended value is 10.

IR_LOAD_NUM_PARALLEL_JOBS

The maximum number of IR load jobs in a singleextraction.

The recommended value is 30.

MANUAL_RUN Determines how the date parameters will be treated. The default value is true.

true: The dates specified in the contextfile will be used, and the dates of the lastsuccessful run stored in the database willnot be updated.

false: The date range used during theextraction will be the date of the lastsuccessful record, as stored in thedatabase. Each time a Job is runsuccessfully, the database is updatedwith those dates, and all subsequent runswill use the dates from the last successfulrecord.

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File System Parameters

Parameter Description Default or Recommended Value

PLSERVICEMAX_INPUT Path of the directory you created in which ServiceMaxwrites files.

Enter your unique value.

PLSERVICEMAX_OUTPUT Path of the directory where APM Connect will access thefiles written by ServiceMax.

Enter your unique value.

IR_TALEND_OUTPUT The root directory for all internal file processing. This isthe directory where files will be transformed.

Enter a file system location to which fileswill be written. You can create a directoryin the following location: C:\IR\TalendOutput.

LOG_BASE_DIR The directory path to the log file. None.

SFTP_STAGING_DIR Temporary storage location for files that are waiting tobe loaded.

Enter your unique value, which wasprovided at installation.

USE_SSL Determines if an SSL certificate will be used whentransferring files.

Enter true.

An SSL certificate is required, and true isthe only valid value.

TRUSTSTORE_FILE The directory path where the SSL certificate is stored. Enter the directory path where the SSLtruststore is stored on the APM ConnectServer.

TRUSTSTORE_PASSWORD The password to the SSL certificate file. Enter your unique value, which wasprovided at installation.

Filter Parameters

Parameter Description Recommended or Default Value

CREATE_DATE_START Date value that limits the data extracted to recordscreated on or after the specified date.

Dates must be entered in the followingformat: YYYYMMDD.

CREATE_DATE_END Date value that limits the data extracted to recordscreated on or before the specified date.

Dates must be entered in the followingformat: YYYYMMDD.

CHANGE_DATE_START Date value that limits the data extracted to recordschanged on or after the specified date.

Dates must be entered in the followingformat: YYYYMMDD.

CHANGE_DATE_END Date value that limits the data extracted to recordschanged on or before the specified date.

Dates must be entered in the followingformat: YYYYMMDD.

CREATE_TIME_START Time value that limits the data extracted to recordscreated at or after the specified time.

Time must be in the following format:HHMMSS

CREATE_TIME_END Time value that limits the data extracted to recordscreated at or before the specified time.

Time must be in the following format:HHMMSS.

CHANGE_TIME_START Time value that limits the data extracted to recordschanged at or after the specified time.

Time must be in the following format:HHMMSS.

CHANGE_TIME_END Time value that limits the data extracted to recordschanged at or before the specified time.

Time must be in the following format:HHMMSS.

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Equipment Filter Criteria

Parameter Description Recommended or Default Value

SERVICEMAX_MAX_ASSETID

Specifies the IDs of the assets that you want to extract. Enter your unique value.

Suppose that you want to extract assetsbetween IDs 12345 and 98764. Yourconfiguration would contain thisstatement:

<SERVICE_MAX_ASSETID>2345,98764</SERVICEMAX_ASSETID>

SERVICE_MAX_WONUM Specifies the Work Order numbers you want to extract. Enter your unique value.

Suppose you want to extract work ordersbetween IDs 8756 and 9875. Yourconfiguration would contain thisstatement:

<SERVICE_MAX_WONU>8756,9875</SERVICEMAX_WONUM>

SERVICE_MAX_SRNUM Specifies the Service Request numbers you want toextract.

Enter your unique value.

Suppose you want to extract servicerequests a2C1I000000F2y andb2C1I000000F2z. Your configurationwould contain this statement:

<SERVICE_MAX_SRNUM>a2C1I000000F2y, b2C1I000000F2z</SERVICEMAX_SRNUM>

Note: This filter will only extract servicerequests that do not have associatedwork orders.

EQUIPMENT_NO Equipment that you want to extract. The Equipment number cannot exceed 18characters. You cannot exceed 500Equipment numbers.

EQUIPMENT_CATEGORY ID of the Equipment Category that will limit theEquipment extracted.

The Equipment Category cannot exceedone character.

EQUIPMENT_TYPE ID of the Equipment Type that will limit the Equipmentextracted.

The Equipment Type cannot exceed 10characters.

EQUIPMENT_CLASS ID of the Equipment Classification that will limit theEquipment extracted.

The Equipment Class cannot exceed 18characters.

If an Equipment has multipleclassifications, as long as you specify oneof those classifications, the Equipmentrecord will be extracted.

Predix Parameters

Parameter Description Recommendation or Default Value

TOKEN_REQUEST_URL The URL of the service that issues tokens for a client. Enter your unique value.

CLIENT_ID The client ID to access the Predix application. Enter your unique value.

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Predix Parameters

Parameter Description Recommendation or Default Value

INGESTION_USERNAME The user name to request asset data from the Predixapplication.

Enter your unique value.

INGESTION_PASSWORD The password for the ingestion user name that requestsasset data from the Predix application.

Enter your unique value.

ASSET_INGESTION_URL The URL the Predix application uses to respond torequests for asset information.

Enter your unique value.

TENANT_UUID The userid of the tenant used to access the Predixapplication.

Enter your unique value.

PREDIX_GRANT_TYPE The value the Predix application uses to grant access tothe system.

The default value is password.

Functional Location Filter Criteria

Parameter Description Recommended or Default Value

FLOC_NO ID of the Functional Location that will limit theFunctional Locations extracted.

The Functional Location number cannotexceed 40 characters. You cannot exceed500 Functional Location numbers.

FLOC_TYPE ID of the Functional Location Type that will limit theFunctional Locations extracted.

Functional Location type cannot exceed10 characters.

FLOC_CLASS ID of the Functional Location Classification that will limitthe Functional Locations extracted.

Functional Location class cannot exceed18 characters.

FLOC_CATEGORY ID of the Functional Location Category that will limit theFunctional Locations extracted.

Functional Location category cannotexceed one character.

Work History Filter Criteria

Parameter Description Recommended or Default Value

NOTIFICATION_NO Number that identifies the Notification record. Notification Number cannot exceed 12characters.

WORK_ORDER_NO Number that identifies the Work Order record. Work Order Number cannot exceed 12characters.

NOTIFICATION_TYPE Order type that limits the orders that you want toextract.

Notification type cannot exceed twocharacters.

WORK_ORDER_TYPE ID of the work order that limits the orders that you wantto extract.

Work Order type cannot exceed fourcharacters.

WORK_ORDER_SYSTEM_STATUS

Work Order systems status that limits the work ordersyou want to extract.

Work Order System Status cannot exceedfour characters.

WORK_ORDER_USER_STATUS

Work Order user status that limits the work orders thatyou want to extract.

Work Order User Status cannot exceedfour characters.

NOTIFICATION_SYSTEM_STATUS

Notification system status that limits the notificationsthat you want to extract.

Notification system status cannot exceedfour characters.

NOTIFICATION_USER_STATUS

Notification user status that limits the notifications thatyou want to extract.

User status cannot exceed fourcharacters.

MAINT_PLANT ID(s) of the Maintenance Plant whose data you want toextract.

Plant values cannot exceed fourcharacters.

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Miscellaneous Parameters

Parameter Description Recommended or Default Value

SITE_REFERENCE_EQUIP Used to map the site reference value to a ServiceMaxfield. This dictates which ServiceMax field will be used asthe site reference for GE Digital APM Equipmentrecords.

You can enter a value defined in GE DigitalAPM.

Note: The value that is entered will beapplied to all records.

-or-

You can use the character # at thebeginning and end of a GE Digital APMfield name to indicate the field that isused to set the site reference.

For example, if you wanted to use yourServiceMax maintenance plant field asyour GE Digital APM site reference, youwould enter a value in the following form:<SITE_REFERENCE_EQUIP>#MI_EQUIP000_MAINT_PLANT_C#</SITE_REFERENCE_EQUIP>.

SITE_REFERENCE_FLOC Used to map the site reference value to a ServiceMaxfield. This dictates which ServiceMax field will be used asthe site reference for GE Digital APM Equipmentrecords.

Specify the value with either of thefollowing methods:

• Enter a value defined in GE DigitalAPM.

Note: The value that is entered willbe applied to all records.

• You can use the character # at thebeginning and end of a GE DigitalAPM field name to indicate the fieldthat is used to set the site reference.

For example, if you wanted to use yourServiceMax maintenance plant field asyour GE Digital APM site reference, youwould enter a value in the following form:<SITE_REFERENCE_FLOC>#MI_FNCLOC00_MAINT_PLANT_C#</SITE_REFERENCE_FLOC>.

Email Notification Parameters

Parameter Description Recommenced or Default Value

EMAIL_TO The email address(es) to which the notification emailwill be sent.

Enter your unique value.

EMAIL_FROM The email address from which the notification email willbe sent.

Enter your unique value.

REPORT_TARGET_DIR The directory path where the report file will be delivered. Enter your unique value.

FAILURE_DETAIL_REPORT_JRXML_FILE_PATH

The directory path where the failure report file will bedelivered.

Enter your unique value.

LOAD_SUMMARY_REPORT_JRXML_FILE_PATH

The directory path where the load complete report filewill be delivered.

Enter your unique value.

SMTP_HOST The SMTP host for the APM Connect Server installation. Enter your unique value.

SMTP_PORT The port for SMTP. Default value is 25.

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Email Notification Parameters

Parameter Description Recommenced or Default Value

LOAD_SUMMARY_REPORT_ENABLED

Indicates whether the Load Complete report will be sentwith every extraction.

True: The Load Complete report will besent detailing the number of records thatwere extracted and successfully loadedinto GE Digital APM.

False: The Load Complete report will notbe sent.

FAILURE_DETAIL_REPORT_ENABLED

Indicates whether the Failure Detail report will be sentwhen a record fails to load.

True : The Failure Detail report will besent detailing the records that failed toload and the reason why.

False: The Failure Detail report will not besent.

Configure Site Reference ValuesTo assign site references to records using values other than those in the baseline configuration, you mustmodify the autojoin_control table in the Intermediate Repository.

About This Task

Note: Site Reference records corresponding to the site references that you specify must exist in GEDigital APM before you can transfer records.

Procedure

• Configure the Site Reference Value to Use an Indirect Site Reference Value.

1. Access a database browser tool, and then access your Intermediate Repository (PostgreSQL)database.

2. Locate the autojoin_control table, and then locate the site_reference column.

Tip: For details about what each column in the autojoin_control table contains, see About SiteFiltering Configuration.

3. Update the value in the site_reference column using the format #FIELD_ID#, where FIELD_IDrepresents the ID of the field from which you want to populate the site reference value.

For example, if you want the site reference value to be the value in the Functional Location field ofthe corresponding Equipment or Functional Location.

◦ Where the value #MI_FNCLOC00_SERVICEMAX_SYSTEM_C# occurs, replace the value with#MI_FNCLOC00_FNC_LOC_DESC_C#

◦ Where the value #MI_EQUIPOO_SERVICEMAX_SYSTEM_C# occurs, replace the value with#MI_EQUIP000_FUNC_LOC_C#

When you import a record into GE Digital APM from your ServiceMax system, its Site Reference Keywill be the value in the field that you specified. In the example above, the Site Reference Key will bethe ServiceMax Maintenance Plant of the corresponding Equipment or Functional Location.

• Configure the Site Reference Value to be A Specific Site Name.

1. Access a database browser tool, and then access your Intermediate Repository (PostgreSQL)database.

2. Locate the autojoin_control table, and then locate the site_reference column.

Tip: For details about what each column in the autojoin_control table contains, see About SiteFiltering Configuration.

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3. Where the value #MI_EQUIPOO_SERVICEMAX_SYSTEM_C# occurs, replace the value with theSite name as defined in a GE Digital APM Site Reference record.When you import records into GE Digital APM from your ServiceMax system, its Site Reference Keywill be the name of the Site as defined in the APM Site Reference record.

Configure MI_EQUIP000_CST_CNR_C as an Indirect Site Reference

In this example, the database browser tool used in this example is pgAdmin4, the IRdatabase name is ServiceMax_UDLP_EAMClient. You can use the database browser ofyour choice.

1. On your APM Connect Server, open the application pgAdmin4.The application pgAdmin4 opens, displaying your available servers.

2. Navigate the server tree to the appropriate IR database, access your tables.In this example, the path is Servers(2)\roaperflabvm3\Databases\ServiceMax_UDLP_EAMClient\Schemas(1)\public\Tables (81). The list of tables inyour IR database are visible.

3. Locate the table autojoin_control, then right-click the table, and then selectView Data.

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4. Select View All Rows.The Query -1 section is populated with the autojoin table.

5. In each row, in the site_reference column, enter #MI_EQUIP000_CST_CNR_C#Tip: This example assumes that the existing values in the site_reference columncorrespond to values in the MI_EQUIP000 and MI_FNCLOC00 families. If they donot, you must also update the apm_site_reference_family column to thecorresponding family.

The value in the MI_EQUIP000_CST_CNR_C field will be used to populate the SiteReference Key in corresponding records.

Configure GE Digital APM to Create NotificationsRecommendation Records

ServiceMax allows you to create Recommendation records in GE Digital APM that will be used to createServiceMax Notifications automatically.

About This Task

For a Recommendation record to generate an ServiceMax Notification automatically, the Create WorkRequest field must exist on the Recommendation datasheet. This field is available on the baselinedatasheets for the baseline Recommendation families from which you can create ServiceMaxNotifications.

If you want to generate ServiceMax Notifications from Recommendation records that belong to customer-defined subfamilies of the root Recommendation family, in addition to implementing the correct rules (foran example of the rules that you will need to implement, you can look at any active baseline

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Recommendation family), you will need to add the Create Work Request field to the applicable datasheetsfor that family.

Tip: You can create multiple types of ServiceMax Notifications (for example, general) fromRecommendation records. By default, GE Digital APM creates general notifications.

Procedure

If you want to create different Notification types, you will need to:

a. Add the Notification Type field to the datasheet.b. Configure the Notification Type field to accept values other than general.

Note: In the baseline ServiceMax product, this field is disabled. If desired, you could configure it to beenabled so that users can enter a value directly in the Notification Type cell on the datasheet. Youmight also consider creating a Valid Values rule that provides a list of acceptable values so that userscan select the desired value in the list.

Information to Complete ServiceMax and APM ConnectCommunications

To enable communications between ServiceMax and APM Connect, the ServiceMax administrator mustupdate ServiceMax correctly. To configure communications, you must provide the ServiceMaxadministrator with specific information.

Provide the ServiceMax administrator with the userid configured in the context file as USERNAME forAPM Connect.

Provide the ServiceMax administrator with the following information:

• The EVENT NAME and CLASS NAME are APMServiceRequestEvent. The administrator will configurethese values in the IoT Events section on the IoT Setup page in ServiceMax.

• The INSTALLED PRODUCT FIELD NAME is Record ID and the EXTERNAL FIELD NAME is RecordID. Theadministrator will configure these values in the Installed Product Lookup section in the IoT Setuppage in ServiceMax.

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Chapter

4ReferenceTopics:

• General Reference• ServiceMax Mappings

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General Reference

RequirementsFor successful data transfer between ServiceMax and GE Digital APM, your installation must meetminimal requirements.

Each component listed must also meet the preferred system requirements.

• ServiceMax Version Winter '18 or later.

ServiceMax Data ModelThe following diagram shows how the families used by the ServiceMax Adapter are related to oneanother.

Note: In the diagram, boxes represent entity families and arrows represent relationship families that areconfigured in the baseline database. You can determine the direction of each relationship definition fromthe direction of the arrow head: the box from which the arrow originates is the predecessor, and the boxto which the arrow head points is the successor.

The GE Digital APM ServiceMax feature consists of entity families, relationship families, and businessrules. When attempting to understand and make use of the GE Digital APM ServiceMax functionality, itcan be helpful to visualize the ServiceMax data model. You can use the ServiceMax to create and viewrecords. This documentation assumes that you are familiar with the concept of records and viewingrecords in the GE Digital APM Record Manager.

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About Interface Log Records used by the Service Request and Work Order Interface Record

Each time an interface is run, an Interface Log record is created automatically to store information aboutthe process, such as the status of the process (for example, Completed with warnings), the date theinterface was run, and the parameters that were used to run the interface.

If the value in an Interface Log record is Completed with Warnings or Completed with Errors, a Super Useror a member of the MI CMMS Interfaces Administrator Security Group can review the warnings or errors,and then change the status to Completed with Warnings (Cleared) or Completed with Errors (Cleared).

EAM SystemEAM System records are used to store information about your systems to facilitate data extractions andloads.

When you transfer data from GE Digital APM to your EAM or service management system, the GE DigitalAPM system uses EAM System records to determine which EAM system to use.

In addition, EAM System records are used by the Equipment Adapter and the Functional Location Adapter.

This topic provides an alphabetical list and description of the fields that exist for the EAM System family.The information in the table reflects the baseline state and behavior of these fields.

This family is not enabled for site filtering, which means that records in this family can be accessed by anyuser with the appropriate license and family privileges. For more information, refer to the Sites section ofthe documentation.

Field Data Type Description Behavior and Usage

Authentication Client ID Character The client ID for the

ServiceMax system.

Enter your unique value.

Authentication Client Secret Character The secret associated with the

ServiceMax client.Enter your unique value.

The value that you enter will be encrypted

and displayed as asterisks on the

datasheet.

Authentication Token Character The token assigned to the

ServiceMax client.Enter your unique value.

The value that you enter will be encrypted

and displayed as asterisks on the

datasheet.

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Field Data Type Description Behavior and Usage

Connection String Character The connection information

for the system.Note: The value of this field is for all

systems that require a connection string,

even though the template values contain

the characters SAP.

In new EAM System records, you need to

delete all angle brackets and:

• Replace the text SAP_SERVER_IP with

the IP address of the server.

• Replace the

text SAP_SYSTEM_NUMBER with the

system number.

• Replace the

text SAP_CLIENT_NUMBER with the

client number.

• For ServiceMax, enter the URL for the

ServiceMax endpoint, for example,

https://login.salesforce.com/services/oauth2/token.

Default EAM System? Boolean A value that indicates whether

this system should be used by

default when transferring data

between your GE Digital APM

system and your system.

On the datasheet, you can select the

check box to identify this system as the

Default EAM System.

The default EAM system is used when

creating a notification from a General

Recommendation when there is no

technical object from which to obtain the

EAM system for the creation of the

notification.

Name Character The name of the system. You can enter any name, but we

recommend that you enter a name in the

format <SYSID>-<CLIENT>, where

<SYSID> is the System ID of the system

and <CLIENT> is the Client number. By

doing so, the value in the Name field will

match the value that will be populated

automatically in the System ID field.

Password Character The password to the system. The password that you enter will be

encrypted and displayed as asterisks on

the datasheet.

Reconnect Delay Numeric Specifies the delay in seconds

between when a

communication failure is

encountered when connecting

and when the system should

try to connect again.

The default value is 0.

Enter your unique value.

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Field Data Type Description Behavior and Usage

System ID Character The ID of the system. This field is populated automatically after

you test the connection to the system

using the Test Connection link on

the Associated Pages menu.

Specifically, the System ID field is

populated automatically with the name of

the system, using the format <SYSID>-

<CLIENT>, where <SYSID> is the System

ID of the system and <CLIENT> is the

Client number.

System Type Character EAM system type. Enter the value SERVICE_MAX.

User ID Character The User ID of a user that can

log in to the system.

None

ServiceMax Security GroupsThe following table lists the baseline Security Groups available for users within this module, as well as thebaseline Roles to which those Security Groups are assigned. Roles are assigned to Security Users throughpermission sets.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of theSecurity Groups that are assigned to that Role. To avoid granting a Security User unintended privileges,before assigning a Security User to a Role, be sure to review all of the privileges associated with theSecurity Groups assigned to that Role.

Security Group Roles

MI CMMS Interface Administrator MI Data Loader Admin

MI CMMS Interface User MI Data Loader User

The baseline family-level privileges that exist for these Security Groups are summarized in the followingtable.

Family MI CMMS InterfaceAdministrator

MI CMMS Interface User

Entity Families

CMMS Interface View, Update, Insert, Delete View

CMMS Mapping View, Update, Insert, Delete View

CMMS System View, Update, Insert, Delete View

Equipment View, Update, Insert, Delete View

Functional Location View, Update, Insert, Delete View

Interface Log View, Update, Insert, Delete View

Site Reference View View

Relationship Families

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Family MI CMMS InterfaceAdministrator

MI CMMS Interface User

Equipment Has Equipment View, Update, Insert, Delete View, Update, Insert

Functional Location Has Equipment View, Update, Insert, Delete View, Update, Insert

Functional Location Has Functional Location(s) View, Update, Insert, Delete View, Update, Insert

Has CMMS Interface View, Update, Insert, Delete View

Has CMMS Mapping View, Update, Insert, Delete View

Has CMMS System View, Update, Insert, Delete View

Has Event Detail View, Update, Insert, Delete View, Update, Insert

Family Field Descriptions

ServiceMax Mappings

ServiceMax Equipment Records MappingsThe following tables contain the list of ServiceMax fields that populate the fields in the Equipment recordscreated in GE Digital APM when you use the ServiceMax Equipment Adapter.

ServiceMax to GE Digital APM Mappings

All of these fields belong to the GE Digital APM Equipment family (ID: MI_EQUIP000).

ServiceMaxTable

ServiceMaxAttribute

ServiceMaxAdapterLabel

GE DigitalAPM FieldCaption

GE DigitalAPM Field ID

Comments

SVMXC__Inst

alled_Produc

t

Id Installed

product ID

Equipment ID MI_EQUIP000_EQUIP

_C

This is a GE Digital APM key field.

SVMXC__Inst

alled_Produc

t__c.SVMXC_

_Serial_Lot_

Number__c-

SVMXC__Inst

alled_Produc

t__c.id

Id Installed

product ID

Unique ID MI_EQUIP000_UNIQ

UE_ID_C

The value of this field is populated by GE

Digital APM unless you specified a Unique

ID value when you create the record in

ServiceMax. In this case, the value of Unique

ID from ServiceMax is used.

SVMXC__Co

mpany__r

Name Account

Name

Site

Reference

Name

MI_SITE_NAME None

SVMXC__Pro

duct__c

Name Product

name

Equipment

Short

Description

MI_EQUIP000_EQUIP

_SHRT_DESC_C

None

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ServiceMaxTable

ServiceMaxAttribute

ServiceMaxAdapterLabel

GE DigitalAPM FieldCaption

GE DigitalAPM Field ID

Comments

SVMXC__Pro

duct__c

Description Product

description

Equipment

Long

Description

MI_EQUIP000_EQUIP

_LNG_DESC_T

None

SVMXC__Site

__c

Id Location ID Functional

Location

MI_EQUIP000_FNC_

LOC_C

None

SVMXC__Site

__c

Name Location

Name

Functional

Location

Description

MI_EQUIP000_FNC_

LOC_DESC_C

None

SVMXC__Inst

alled_Produc

t__c

SVMXC__Seri

al_Lot_Numb

er__c

Installed

product

serial/lot #

Equipment

Serial

Number

MI_EQUIP000_SN_C None

SVMXC__Inst

alled_Produc

t__c

SVMXC__Stat

us__c

Installed

product

status

System

Status

MI_EQUIP000_SYS_S

T_C

None

SVMXC__Pro

duct__c

ProductCode Product code Equipment

Type

MI_EQUIP000_OBJ_T

YP_C

None

SVMXC__Pro

duct__c

Name Product

name

Equipment

Type

Description

MI_EQUIP000_OBJ_T

YP_DESC_C

None

SVMXC__Inst

alled_Produc

t__c

LastModified

Date

Last

modified

date

CMMS Last

Changed Date

MI_EQUIP000_CHAN

GE_DATE

None

SVMXC__Inst

alled_Produc

t__c

CreatedDate Creation

date

CMMS

Creation Date

MI_EQUIP000_CREA

TE_DATE

None

SVMXC__Inst

alled_Produc

t__c

SVMXC__War

ranty_End_D

ate__c

Warranty

End Date

EAM

Reference

Warranty

Expiration

Date

MI_EQUIP000_EAM_

REF_WRNTY_EXPR_D

T_C

The equipment warranty expiration date as

specified in the source system.

Organization Id Org ID CMMS

System

MI_EQUIP000_SAP_S

YSTEM_C

This is a GE Digital APM key field.

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GE Digital APM to ServiceMax Mappings

All ServiceMax fields are in the SVMXC__Installed_Product__c object.

GE DigitalAPM Field ID

GE DigitalAPM FieldCaption

ServiceMaxAttribute

ServiceMax AdapterLabel

Comments

MI_EQUIP000_

MI_EQUIP000_

SN_C

Equipment

Serial Number

SVMXC__Serial_

Lot_Number__c

Serial Lot Number The serial number of the installed equipment as it

exists in GE Digital APM.

MI_EQUIP000_

EAM_REF_WRN

TY_EXPR_DT_C

EAM Reference

Warranty

Expiration Date

SVMXC__Warra

nty_End_Date__

c

Warranty End Date The date the warranty for the equipment expires.

MI_EQUIP000_

EQUIP_LNG_DE

SC_T

Equipment

Long

Description

SVMXC__Install

ation_Notes__c

Installation Notes This is the equipment description as it exists in GE

Digital APM.

MI_EQUIP000_

EQUIP_SHRT_D

ESC_C

Equipment

Short

Description

Name Name The serial number of the equipment as it exists in

GE Digital APM.

MI_EQUIP000_

EQUIP_TECH_N

BR_C

Equipment

Technical

Number

SVMXC__Asset_

Tag__c

Asset Tag The technical number assigned to the equipment

as it exists in GE Digital APM.

MI_EQUIP000_

SYS_ST_C

Equipment

Status

SVMXC__Status

__c

Status The installation status for the equipment as it

exists in GE Digital APM.

MI_EQUIP000_

UNIQUE_ID_C

Unique ID SVMXC__SM_Ex

ternal_ID__c

ID This field is the unique ID of the equipment as it

exists in GE Digital APM.

MI_EQUIP000_

UNIQUE_ID_C

Unique ID of

parent in the

hierarchy

SVMXC__SM_Ex

ternal_Parent__

c

Parent This field is the ID of the parent equipment as it

exists in GE Digital APM.

MI_EQUIP000_

SAP_SYSTEM_C

& "-" &

MI_EQUIP000_

FNC_LOC_C

Unique ID of

functional

location

SVMXC__SM_Ex

ternal_Site__c

Site This field is the unique functional location of the

equipement as it exists in GE Digital APM. For

example, if this equipment is recorded in SystemB

at functional location ROA3, the value would be

SystemB-ROA3.

MI_EQUIP000_

SITE_C

Site SVMXC__SM_Ex

ternal_Compan

y__c

Company This field is the site associated with the

equipment as it exists in GE Digital APM.

MI_EQUIP000_

CONSTN_TYP_

C

Construction

Type

SVMXC__SM_Ex

ternal_Product_

_c

Product This field associates the installed equipment in GE

Digital APM to the product catalogue configured

in ServiceMax

ServiceMax Functional Location MappingsThe following tables contain the list of ServiceMax fields that populate the fields in the FunctionalLocation records created in GE Digital APM when you use the ServiceMax Equipment Adapter.

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ServiceMax to GE Digital APM Mappings

All of these fields belong to the GE Digital APM Functional Location family (ID: MI_FNCLOC000).

ServiceMax Table ServiceMaxAttribute

ServiceMaxAdapter Label

GE DigitalAPM Field ID

GE Digital APMField Caption

Comments

SVMXC__Site__c Id Location ID MI_FNCLOC00_INT

ERNAL_ID_C

Functional Location

Internal ID

None

SVMXC__Site__c Id Location ID MI_FNCLOC00_FNC

_LOC_C

Functional Location This is a GE Digital

APM key field.

SVMXC__Site__c.Na

me-

SVMXC__Site__c.id

Id Location ID MI_FNCLOC00_UNI

QUE_ID_C

Unique ID The value of this

field is populated

by GE Digital APM

unless you

specified a Unique

ID value when you

create the record in

ServiceMax. In this

case, the value of

Unique ID from

ServiceMax is used.

SVMXC__Company_

_r

Name Account name MI_SITE_NAME Site Reference

Name

None

SVMXC__Site__c Name Location name MI_FNCLOC00_FNC

_LOC_DESC_C

Functional Location

Description

None

SVMXC__Site__c Name Location name MI_FNCLOC00_FNC

_LOC_LNG_DESC_C

Functional Location

Long Description

None

SVMXC__Site__c SVMXC__Location_

Type__c

Location Type MI_FNCLOC00_CAT

EG_C

Category None

SVMXC__Site__c SVMXC__Parent__c Parent functional

location

MI_FNCLOC00_SUP

R_FNC_LOC_C

Superior Function

Location

None

Organization Id Org ID MI_FNCLOC00_SAP

_SYSTEM_C

CMMS System This is a GE Digital

APM key field.

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GE Digital APM to ServiceMax Mappings

All ServiceMax fields are in the SVMXC__Site__c object.

GE Digital APM Field ID GEDigitalAPMFieldCaption

ServiceMax Attribute ServiceMaxAdapterLabel

Comments

MI_FNCLOC00_UNIQUE_ID_C Unique

ID

SVMXC__SM_External_ID

__c

External

ID

This is the external ID ServiceMax uses

to associate a location with a funtional

location in GE Digital APM.

MI_FNCLOC00_UNIQUE_ID_C Unique

ID of

Superio

r

Locatio

n

SVMXC__SM_External_P

arent__c

External

Parent ID

This is the immediate parent location of

this functional location.

MI_FNCLOC00_SITE_C Site SVMXC__SM_External_C

ompany__c

External

Company

Id

MI_FNCLOC00_FNC_LOC_DESC_C Functio

nal

Locatio

n

Descript

ion

Name Location

name

This is the description of the functional

location from GE Digital APM.

MI_FNCLOC00_TYPE_C Locatio

n Type

SVMXC__Location_Type_

_c

Location

name

The type associated with the functional

location as it exists in GE Digital APM.

The default value is FLOC.

ServiceMax Work History MappingsThe following table contains the list of GE Digital APM Family ID fields in the Work History records createdin GE Digital APM that are populated by the ServiceMax Work History Adapter.

ServiceMaxObject Name

ServiceMaxField ID

ServiceMaxCaption

GEDigitalAPM FamilyID

GE DigitalAPM FieldID

GE DigitalAPM FieldCaption

Behavior

SVMXC__Service_

Order__c

SVMXC__Pu

rpose_of_Visi

t__c

Purpose of

Visit

MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_P

M_ACT_C

Activity

Type

The value of this field is the reason for

the service visit, for example, Repair.

SVMXC__Service_

Order__c

SVMXC__Tot

al_Work_Ord

er_Cost__c

Total Work

Order

Amount

MI_EV

WKHIS

T

MI_EVWKHI

ST_ACT_SER

V_COST_N

Actual

Service Cost

The value of this field is the actual cost

for this service visit, for example, 100.

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ServiceMaxObject Name

ServiceMaxField ID

ServiceMaxCaption

GEDigitalAPM FamilyID

GE DigitalAPM FieldID

GE DigitalAPM FieldCaption

Behavior

SVMXC__Service_

Order__c

SVMXC__Cu

stomer_Dow

n__c

Customer

Down

MI_EV

WKHIS

T

MI_EVWKHI

ST_BRKDN_I

ND_F

Breakdown

Indicator

The value of this field indicates

whether this service request was

generated because the customer was

disabled, for example, TRUE.

SVMXC__Service_

Contract__r

Name Service

Contract

MI_EV

WKHIS

T

MI_EVWKHI

ST_CNTRCT_

NMR_C

Contract

Number

The value of this field, if specified, is

the service contract number

associated with this request.

SVMXC__Service_

Group__r

Name Service

Team

MI_EV

WKHIS

T

MI_EVWKHI

ST_CREW_ID

_C

Crew ID This field, if specified, contains the

name of the service team assigned to

this request, for example, My Techs.

SVMXC__Compon

ent__r, if the

source record is a

work order.

SVMXC__Serial_N

umber__r, if the

source record is a

service request.

id Component MI_EVE

NT

MI_EVENT_A

SST_ID_CHR

Equipment

ID

This is a key field.

This field identifies the asset

associated with this service request,

for example, a0N1I0000030QZl.

SVMXC__Service_

Order__c

SVMXC__Tot

al_Estimate_

_c

Total

Estimate

MI_EV

WKHIS

T

MI_EVWKHI

ST_EST_SERV

_COST_N

Estimated

Service Cost

The value of this field is the estimated

cost of the service to be performed,

for example, 9000.

SVMXC__Service_

Order__c and

Service_Request_

_r

Concatenati

on of WH-

Service_requ

est__r.Name

and

SVMXC__Ser

vice_Order__

c.NAME

Work Order MI_EVE

NT

MI_EVENT_I

D

Event ID This is a key field.

The value in this field identifies the

work order associated with this

service request For example, WH-

SR-00000341-WO-00000025.

If there is no service request, the field

would have the format WH-

WO-00000025.

If there is no work order present, the

field would have the format WH-

SR-00000341

SVMXC__Service_

Order__c

SVMXC__Pro

blem_Descri

ption__c

Problem

Description

MI_EVE

NT

MI_EVENT_S

HRT_DSC_CH

R

Event Short

Description

The value in this field is a brief

description of the problem that

generated the service request, for

example, Burning smell coming from

equipment.

SVMXC__Service_

Order__c

CreatedDate Create By MI_EVE

NT

MI_EVENT_S

TRT_DT

Event Start

Date

The value in this field is the UTC

creation date and time of the service

request, for example,

2018-03-27T20:16:35.000+0000.

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ServiceMaxObject Name

ServiceMaxField ID

ServiceMaxCaption

GEDigitalAPM FamilyID

GE DigitalAPM FieldID

GE DigitalAPM FieldCaption

Behavior

SVMXC__Service_

Order__c

SVMXC__Ord

er_Status__c

Status MI_EV

WKHIS

T

MI_EVWKHI

ST_STATUS_

C

Event Status The value in this field is the current

status of the service request, for

example, Closed.

SVMXC__Service_

Order__c

SVMXC__Ord

er_Type__c

Order Type MI_EVE

NT

MI_EVENT_T

YP_CHR

Event Type The value in this field is the type of

service request, for example, Field

Service.

SVMXC__Service_

Order__c

SVMXC__Fail

ure_Location

__c

Failure

Location

MI_EV

WKHIS

T

MI_EVWKHI

ST_FAILR_M

ODE_CD_C

Failure Mode The value in this field identifies the

location where the failure occurred.

SVMXC__Service_

Order__c

SVMXC__Fail

ed_Assembl

y__c

Failed

Assembly

MI_EV

WKHIS

T

MI_EVWKHI

ST_FAILR_M

ODE_DESC_

C

Failure Mode

Description

The value in this field identifies the

equipment that failed.

SVMXC__Service_

Order__c

SVMXC__Cus

tomer_Failur

e_Feedback_

_c

Customer

Failure

Feedback

MI_EV

WKHIS

T

MI_EVWKHI

ST_FAILURE_

REM_T

Failure

Remarks

This field contains pertinent

information from the customer to the

service technician.

SVMXC__Compon

ent__r, if the

source record is a

work order.

SVMXC__Serial_N

umber__r, if the

source record is a

service request.

SVMXC__Sit

e__c

Location MI_EVE

NT

MI_EVENT_L

OC_ID_CHR

Location ID The value in this field identifies the

location of the equipment to be

serviced.

SVMXC__Service_

Order__c

CreatedDate Create By MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_CR

T_DT_D

Order

Creation

Date

The value in this field is the UTC

creation date and time of the work

order, for example,

2018-03-27T20:16:35.000+0000.

SVMXC__Service_

Order__c

SVMXC__Pro

blem_Descri

ption__c

Problem

Description.

MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_DE

SC_C

Order

Description

The value in this field describes the

problem addressed by this work order.

SVMXC__Service_

Order__c

Name Work Order MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_ID_

C

Order ID The value in this field identifies the

work order associated with this

service request.

SVMXC__Service_

Order__c

LastModified

Date

Last

Modified By

MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_CH

NG_DT_D

Order Last

Change Date

The value in this field is the UTC date

and time the work order was updated,

for example,

2018-04-01T16:46:52.000+0000.

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ServiceMaxObject Name

ServiceMaxField ID

ServiceMaxCaption

GEDigitalAPM FamilyID

GE DigitalAPM FieldID

GE DigitalAPM FieldCaption

Behavior

SVMXC__Service_

Order__c

SVMXC__Pri

ority__c

Priority MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_PR

TY_C

Order

Priority

This is the priority associated with the

work order, for example, Medium.

SVMXC__Service_

Order__c

SVMXC__Ord

er_Type__c

Order Status MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_SY

S_STAT_C

Order

System

Status

The value in this field is the current

status of the work order, for example,

Closed.

SVMXC__Service_

Order__c

SVMXC__Ord

er_Type__c

Order Type MI_EV

WKHIS

T

MI_EVWKHI

ST_ORDR_TY

P_CD_C

Order Type The value in this field identifies the

type of work order, for example, Field

Service.

SVMXC__PM_Plan

__r

Name Preventive

Maintenance

Plan

MI_EV

WKHIS

T

MI_EVWKHI

ST_PM_NBR_

C

PM Number The value in this field identifies the

maintenance plan associated with this

work order, for example, PM Test.

Service_Request_

_r

CreatedDate Create By MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_CR

T_DT_D

Request

Creation

Date

The value in this field is the UTC date

and time this service request was

created, for example,

2018-03-27T12:02:38.000+0000.

Service_Request_

_r

SVMXC__Sub

ject__c and

SVMXC__Pro

blem_Descri

ption__c

Problem

Description

MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_DE

SC_C

Request

Description

The value in this field identifies the

problem associated with this service

request, for example, Normal

preventative maintenance.

Service_Request_

_r

Name Service

Request

MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_ID_

C

Request ID This is a key field.

The value in this field identifies the

service request associated with this

work order.

Service_Request_

_r

LastModified

Date

Last

Modified By

MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_CH

NG_DT_D

Request Last

Change Date

The value in this field is the UTC date

and time the service request was

changed, for example,

2018-04-01T14:16:49.000+0000.

Service_Request_

_r

SVMXC__Pri

ority__c

Priority MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_PR

TY_C

Request

Priority

The value in this field identifies the

priority associated with this service

request, for example, High.

Service_Request_

_r

SVMXC__Sta

tus__c

Status MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_SY

S_STAT_C

Request

System

Status

The value in this field identifies the

status of the service request, for

example, CREATED.

Service_Request_

_r

SVMXC__Typ

e__c

Type MI_EV

WKHIS

T

MI_EVWKHI

ST_RQST_TY

P_CD_C

Request

Type

The value in this field identifies the

type of service request, for example,

GENERAL.

© 2020 General Electric Company 33

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ServiceMaxObject Name

ServiceMaxField ID

ServiceMaxCaption

GEDigitalAPM FamilyID

GE DigitalAPM FieldID

GE DigitalAPM FieldCaption

Behavior

SVMXC__Service_

Order__c

SVMXC__Pre

ferred_End_T

ime__c

Preferred

End Time

MI_EV

WKHIS

T

MI_EVWKHI

ST_TARGET_C

OMPL_D

Target

Completion

Date

The value in this field is the UTC date

and time work should be completed

on this service request, for example,

2018-03-31T22:57:00.000+0000.

SVMXC__Service_

Order__c

SVMXC__Pre

ferred_Start

_Time__c

Preferred

Start Time

MI_EV

WKHIS

T

MI_EVWKHI

ST_TARGET_S

TART_D

Target Start

Date

The value in this field is the UTC date

and time work should start on this

service request, for example,

2018-04-05T22:57:00.000+0000.

SVMXC__Service_

Order__c

SVMXC__Ser

vice_Duratio

n__c

Service

Duration

MI_EV

WKHIS

T

MI_EVWKHI

ST_TIME_TO_

REPR_N

Time To

Repair (TTR)

The value in this field is the amount of

time, in minutes, it took to complete

the service, for example, 3600.

SVMXC__Service_

Order__c

SVMXC__Tot

al_Work_Ord

er_Cost__c

MI_EV

WKHIS

T

MI_EVWKHI

ST_TOTL_CST

_N

Total Cost The value in this field is the actual cost

to perform the work identified on the

work order, for example, 1000.

ServiceMax Work History Detail MappingsThe following table contains the list of ServiceMax fields that populate the fields in the Work HistoryDetail records created in GE Digital APM when you use the ServiceMax Work History Detail Adapter.

All of the fields belong to the GE Digital APM MI_DTWKHIST family.

GE Digital APM Field ID GE DigitalAPM FieldCaption

ServiceMaxObjectName

ServiceMaxField ID

ServiceMaxCaption

Behavior

MI_DTWKHIST_ASST_ID_C Equipment

ID

SVMXC__Ser

vice_SVMXC

__Serial_Nu

mber__r

id Equipment

ID

This is a key field.

MI_DTWKHIST_LOC_ID_C Location ID SVMXC__Ser

vice_SVMXC

__Serial_Nu

mber__r

SVMXC__Sit

e_c

Location This is a key field.

MI_DTWKHIST_ORDER_ID_C Order ID SVMXC__Se

rvice_Order_

_r

Name Work Order

Number

This is a key field.

MI_DTWKHIST_ RQST_ID_C Request ID SVMXC__Ser

vice_Order_r

Service_Req

uest__c

Service

Request

Number

This is a key field.

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GE Digital APM Field ID GE DigitalAPM FieldCaption

ServiceMaxObjectName

ServiceMaxField ID

ServiceMaxCaption

Behavior

MI_DTWKHIST_EVNT_DTL_D

ESC_C

Work

History

Detail

Description

SVMXC__Ser

vice_ Order_

Line__c

See

comments.

Multiple If this field is not null, the value could

be any of the following:

• Activity:

SVMXC__Service_Order_Line__c.S

VMXC__Activity_Type__c

• Cost Category:

SVMXC__Service_Order_Line__c.S

VMXC__Cost_Category__c

• Expense Type:

SVMXC__Service_Order_Line__c.S

VMXC__Expense_Type__c

• Status:

SVMXC__Service_Order_Line__c.S

VMXC__Line_Status__c

• Type:

SVMXC__Service_Order_Line__c.S

VMXC__Line_Type__c

• Description:

SVMXC__Service_Order_Line__c.S

VMXC__Work_Description__c

• Part:

SVMXC__Serial_Number__r.id

MI_DTWKHIST_EVNT_DTL_I

D_C

Work

History

Detail ID

SVMXC__Ser

vice_Order__

c and

Service_Req

uest__r

Concatenati

on of WH-

Service_Req

uest__r.Nam

e

+SVMXC__Se

rvice_Order_

_c .NAME

Work Order The value of this field identifies the

associated work order. For example,

WH-SR-00000341-WO-00000025. If

there is no service request, the field

has the format WH-WO-00000025.

MI_DTWKHIST_WRK_HISTRY

_ID_C

Work

History ID

SVMXC__Ser

vice_Order_L

ine__c,

SVMXC__Ser

vice_Order__

c and

Service_Req

uest__r

Concatenati

on of WHD-

Service_Req

uest__r.Nam

e

+SVMXC__Se

rvice_Order_

_c .NAME

+SVMXC__Se

rvice_Order_

Line__c.Nam

e

Work Detail

Number

The value in this field identifies the

record that contains the details of

work performed. For example, WHD-

SR-00000341-WO-00000025-

WL-0000123. If there is no service

request, the field has the format

WHD-WO-00000025-WL-0000123.

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ServiceMax Work History EstimatesWork History records contain information received from ServiceMax about the estimates of time andresources required to perform required work for an asset.

All of these fields belong to the GE Digital APM FSM Estimate family (ID: MI_FSM_EST_WHD).

ServiceMax Field ServiceMaxAdapter Label

GE DigitalAPM FieldID

GE DigitalAPMFamilyFieldCaption

Comments

Concatenation of WH-

Service_Request__r.Name and

SVMXC__Service_Order__c .NAME

N/A MI_FSM_ES

T_WHD_EV

NT_DTL_ID_

C

Work

History

Detail ID

This is a key field.

If both service request and work order

are present, this field has the format

WH-SR-00000341-WO-00000025.

If no service request is present, then

this field has the format WH-

WO-00000025.

Concatenation of WHD-

Service_Request__r.Name and

SVMXC__Service_Order__c .NAME and

SVMXC__Service_Order_Line__c.Name

N/A MI_FSM_ES

T_WHD_WR

K_HIST_ID_

C

Work

History IDThis is a key field. This field has the

format WHD-SR-00000341-

WO-00000025-WL-0000042.

Name WO MI_FSM_ES

T_WHD_OR

DR_ID_C

Order ID This is a key field.

The value of this field is the Work Order

Number in ServiceMax.

Name WL MI_FSM_ES

T_WHD_DT

L_ID_C

Detail ID The value of this field is the Work Detail

Number in ServiceMax.

Name Record Type MI_FSM_ES

T_WHD_RE

C_TP_C

Record

Type

The value of this field is the Record

Type in ServiceMax.

SVMXC__Line_Type__c Line Type MI_FSM_ES

T_WHD_DT

L_TP_C

Line Type The value of this field is the Line Type in

ServiceMax. This value can be Parts,

Labor, or Expenses.

SVMXC__Activity_Type__c Activity Type MI_FSM_ES

T_WHD_AC

T_TP_C

Activity

Type

The value of this field is the Activity

Type in ServiceMax. The value is usually

present for labor line types.

SVMXC__Product__c Part MI_FSM_ES

T_WHD_PA

RT_ID_C

Part Record

ID

The value of this field is the product

estimated as defined in a Salesforce

product record.

SVMXC__Estimated_Quantity2__c Estimated

Quantity

MI_FSM_ES

T_WHD_QT

Y_N

Estimated

Quantity

The value of this field is the Estimated

Quantity in ServiceMax. The value is

context-sensitive. For example, the

quantity for travel expenses would be

in miles.

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ServiceMax Field ServiceMaxAdapter Label

GE DigitalAPM FieldID

GE DigitalAPMFamilyFieldCaption

Comments

SVMXC__Use_Price_From_Pricebook__c Use Pricebook MI_FSM_ES

T_WHD_PRI

CEBOOK_L

Use

Pricebook

The value of this field specifies whether

to use the default price defined in a

price book for the estimate. Valid

values are TRUE or FALSE.

SVMXC__Estimated_Price2__c Estimated Unit

Price

MI_FSM_ES

T_WHD_UNI

T_PRICE_N

Estimated

Unit Price

The value of this field is the total

estimated price for this line item,

whether it is for parts, labor, or

expense.

SVMXC__Discount__c Discount

Percentage

MI_FSM_ES

T_WHD_DIS

C_N

Discount

Percentage

The value of this field is the percent

discount applied to this line item.

SVMXC__Include_in_Quote__c Included in Quote MI_FSM_ES

T_WHD_IN_

QUOTE_L

Included in

Quote

The value of this field specifies whether

this expense is covered by a warranty

or contract. The valid values are:

• TRUE - Include this expense in a

quote for approval by a customer.

• FALSE - The expense is covered by

a warranty or contract and should

not be included in a quote.

SVMXC__Cost_Category__c Cost Category MI_FSM_ES

T_WHD_CO

ST_CAT_C

Cost

Category

The value of this field is the Cost

Category in ServiceMax that is applied

to this line item.

SVMXC__Expense_Type__c Expense Type MI_FSM_ES

T_WHD_EX

P_TP_C

Expense

Type

The value of this field is the Expense

Type in ServiceMax.

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ServiceMax Field ServiceMaxAdapter Label

GE DigitalAPM FieldID

GE DigitalAPMFamilyFieldCaption

Comments

SVMXC__Start_Date_and_Time__c Start Time MI_FSM_ES

T_WHD_ST

ART_DT_D

Start Time The value of this field is the estimated

date and time to begin the activity is

this is a Labor Line Type.

The value of this field has the format

YYYY-MO-DDTHH:MN:SS.ttt+OOOO,

where:

• YYYY is the 4-digit year.

• MO is the 2-digit month.

• DD is the 2-digit day.

• HH is the 2-digit hour in 24-hour

time.

• MN is the 2-digit minute.

• SS is the 2-digit second.

• ttt is the 3 digit thousandths of a

second.

• OOOO is the 4-digit offset from

UTC.

SVMXC__End_Date_and_Time__c End Time MI_FSM_ES

T_WHD_EN

D_DT_D

End Time The value of this field is the estimated

date and time to end the activity is this

is a Labor Line Type.

The value of this field has the format

YYYY-MO-DDTHH:MN:SS.ttt+OOOO,

where:

• YYYY is the 4-digit year.

• MO is the 2-digit month.

• DD is the 2-digit day.

• HH is the 2-digit hour in 24-hour

time.

• MN is the 2-digit minute.

• SS is the 2-digit second.

• ttt is the 3 digit thousandths of a

second.

• OOOO is the 4-digit offset from

UTC.

SVMXC__Work_Description__c Work Description MI_FSM_ES

T_WHD_DT

L_DESC_TX

Work

Description

This field specifies an assessment of

the work or additional details about the

line item.

38 © 2020 General Electric Company

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ServiceMax Field ServiceMaxAdapter Label

GE DigitalAPM FieldID

GE DigitalAPMFamilyFieldCaption

Comments

SVMXC__Total_Estimated_Price__c Total Estimated

Price

MI_FSM_ES

T_WHD_TTL

_PRICE_N

Total

Estimated

Price

The value of this field is the Total

Estimated Price which is calculated

using the values of the Estimated

Quantity and Estimated Unit Price

(Estimated Quantity x Estimated Unit

Price).

Description Record Type MI_FSM_ES

T_WHD_RE

C_TP_DESC

_C

Record

Type

Description

The value of this field is a description of

the Record Type.

Name Part Name MI_FSM_ES

T_WHD_PA

RT_NM_C

Part Name The value of this field is the product

estimated as defined in a Salesforce

product record.

SVMXC__Line_Status__c Line Status MI_FSM_ES

T_WHD_DT

L_STATUS_

C

Line Status The value of this field is the current

status of this line item.

ServiceMax Work History Request/ReceiptWork History records contain information received from ServiceMax about the work requested for anasset and any acknowledgements that the request has been received.

The following table describes the fields that belong to the GE Digital APM FSM Request/Receipt family (ID:MI_FSM_RR_WHD).

© 2020 General Electric Company 39

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ServiceMax Field ServiceMax Adapter Label GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

Comments

Concatenation of WH-

Service_Request__r.Name and

SVMXC__Service_Order__c .NA

ME

Work Order MI_FSM_RR_

WHD_EVNT_D

TL_ID_C

Work History

Detail IDThis is a key

field.

If both service

request and

work order

are present,

this field has

the format

WH-

SR-00000341-

WO-0000002

5.

If no service

request is

present, then

this field has

the format

WH-

WO-0000002

5.

Concatenation of WHD-

Service_Request__r.Name and

SVMXC__Service_Order__c .NA

ME and

SVMXC__Service_Order_Line__

c.Name

Work Detail Number MI_FSM_RR_

WHD_WRK_HI

ST_ID_C

Work History

IDThis is a key

field.

This field has

the format

WHD-

SR-00000341-

WO-0000002

5-

WL-0000042.

Name Work Order MI_FSM_RR_

WHD_ORDR_I

D_C

Order ID This is a key

field.

The value of

this field is

the Work

Order

Number in

ServiceMax.

Name Work Line MI_FSM_RR_

WHD_DTL_ID_

C

Detail ID The value of

this field is

the Work

Detail

Number in

ServiceMax.

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ServiceMax Field ServiceMax Adapter Label GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

Comments

Name Record Type MI_FSM_RR_

WHD_REC_TP

_C

Record Type The value of

this field is

the Record

Type in

ServiceMax.

SVMXC__Product__c Part MI_FSM_RR_

WHD_PART_I

D_C

Part Record ID The value of

this field is

the product

requested as

defined in a

Salesforce

product

record.

SVMXC__Requested_Quantity

2__c

Requested Quantity MI_FSM_RR_

WHD_REQ_QT

Y_N

Requested

Quantity

The value of

this field is

the number of

uits required

for this

location.

SVMXC__Date_Requested__c Date Required MI_FSM_RR_

WHD_REQ_DT

_D

Date Required The value of

this field is

the date the

part is

required at

this location.

The format of

this field is

MM/DD/YYYY.

SVMXC__From_Location__c From Location MI_FSM_RR_

WHD_FROM_

LOC_C

From Location The value of

this field is

the ID of the

location from

which parts

are required.

Name From Location Name MI_FSM_RR_

WHD_FROM_

LOC_NM_C

From Location

Name

The value of

this field is

the name of

the location

from which

parts are

required.

SVMXC__Requested_Location_

_c

To Location MI_FSM_RR_

WHD_TO_LOC

_C

To Location The value of

this field is

the ID of the

requesting

location.

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ServiceMax Field ServiceMax Adapter Label GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

Comments

Name To Location Name [MI_FSM_RR_

WHD_TO_LOC

_NM_C

To Location

Name

The value of

this field is

the name of

the

requesting

location.

SVMXC__Requested_Street__c Requested Street MI_FSM_RR_

WHD_REQ_ST

_C

Requested

Street

The value of

this field is

the street

address of the

requesting

location.

SVMXC__Requested_City__c Requested City MI_FSM_RR_

WHD_REQ_CI

TY_C

Requested

City

The value of

this field is

the city of the

requesting

location.

SVMXC__Requested_State__c Requested State MI_FSM_RR_

WHD_REQ_ST

ATE_C

Requested

State

The value of

this field is

the state of

the

requesting

location.

SVMXC__Requested_Country_

_c

Requested Country MI_FSM_RR_

WHD_REQ_CO

UNTRY_C

Requested

Country

The value of

this field is

the country of

the

requesting

location.

SVMXC__Requested_Zip__c Requesting Zip MI_FSM_RR_

WHD_REQ_ZI

P_C

Requesting

Zip

The value of

this field is

the postal

code of the

requesting

location.

SVMXC__Received_Quantity2_

_c

Received Quantity MI_FSM_RR_

WHD_REC_QT

Y_N

Received

Quantity

The value of

this field is

the current

quantity of

parts

received.

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ServiceMax Field ServiceMax Adapter Label GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

Comments

SVMXC__Date_Received__c Date Received MI_FSM_RR_

WHD_REC_DT

_D

Date Received The value of

this field is

the most

recent date

on which

parts were

received.

Name Part Name MI_FSM_RR_

WHD_PART_N

M_C

Part Name The value of

this field is

the product

requested as

defined in a

Salesforce

product

record.

SVMXC__Line_Status__c Line Status MI_FSM_RR_

WHD_DTL_ST

ATUS_C

Line Status The value of

this field is

the current

status of this

line item.

Description Record Type Description MI_FSM_RR_

WHD_REC_TP

_DESC_C

Record Type

Description

The value of

this field is an

assessment

of the work to

be performed

or additional

details about

this line item.

SVMXC__Line_Type__c Line Type MI_FSM_RR_

WHD_DTL_TP

_C

Line Type The value of

this field is

the type of

this line item.

Valid values

are Parts,

Labor, or

Expenses.

ServiceMax Work History Usage/ConsumptionWork History records contain information received from ServiceMax about the actual resources used tocomplete the work requested for an asset.

All of these fields belong to the GE Digital APM FSM Usage/Consumption family (ID: MI_FSM_USG_WHD).

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GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

ServiceMax Field ServiceMaxAdapter Label

Comments

MI_FSM_USG_

WHD_EVNT_DT

L_ID_C

Work History

Detail ID

Concatenation of WH-

Service_Request__r.Na

me and

SVMXC__Service_Order_

_c .NAME

Work Order This is a key field.

If both service request and work order are present,

this field has the format WH-SR-00000341-

WO-00000025.

f no service request is present, then this field has

the format WH-WO-00000025.

MI_FSM_USG_

WHD_WRK_HI

ST_ID_C

Work History

ID

Concatenation of WHD-

Service_Request__r.Na

me and

SVMXC__Service_Order_

_c .NAME and

SVMXC__Service_Order_

Line__c.Name

Work Detail

NumberThis is a key field.

This field has the format WHD-SR-00000341-

WO-00000025-WL-0000042.

MI_FSM_USG_

WHD_ORDR_ID

_C

Order ID Name WO This is a key field. The value of this field is the Work

Order Number in ServiceMax.

MI_FSM_USG_

WHD_DTL_ID_C

Detail ID Name WL The value of this field is the Work Detail Number in

ServiceMax.

MI_FSM_USG_

WHD_REC_TP_

C

Record Type Name Record Type The value of this field is the Record Type in

ServiceMax.

MI_FSM_USG_

WHD_DTL_TP_

C

Line Type SVMXC__Line_Type__c Line Type The value of this field is the Line Type in

ServiceMax. Valid values are Parts, Labor, or

Expenses.

MI_FSM_USG_

WHD_ACT_TP_

C

Activity Type SVMXC__Activity_Type_

_c

Activity Type The value of this field is the Activity Type in

ServiceMax. The value is usually present for labor

line types.

MI_FSM_USG_

WHD_PART_ID_

C

Part Record ID SVMXC__Product__c Part The value of this field is the product used as

defined in a Salesforce product record.

MI_FSM_USG_

WHD_QTY_N

Line Quantity MI_FSM_USG_WHD_QTY

_N

Line Quantity The value of this field is the actual units used. The

value is context sensitive. For example, the

quantity for travel expenses would be miles.

MI_FSM_USG_

WHD_PRICEBO

OK_L

Use Pricebook SVMXC__Use_Price_Fro

m_Pricebook__c

Use Pricebook The value of this field specifies whether to use the

default price defined in a price book. Valid values

are TRUE or FALSE.

MI_FSM_USG_

WHD_UNIT_PRI

CE_N

Line Unit Price SVMXC__Actual_Price2_

_c

Line Unit Price The value of this field is the actual price of this line

item, whether it is for parts, labor, or expenses.

MI_FSM_USG_

WHD_IS_BILL_L

Billable SVMXC__Is_Billable__c Is Billable The value of this field specifies whether this line

item is billable to the customer. Valid values are

TRUE or FALSE.

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GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

ServiceMax Field ServiceMaxAdapter Label

Comments

MI_FSM_USG_

WHD_COST_CA

T_C

Cost Category SVMXC__Cost_Category

__c

Cost Category The value of this field is the Cost Category in

ServiceMax that is applied to this line item.

MI_FSM_USG_

WHD_EXP_TP_

C

Expense Type SVMXC__Expense_Type_

_c

Expense Type The value of this field is the Expense Type in

ServiceMax.

MI_FSM_USG_

WHD_START_D

T_D

Start Time SVMXC__Start_Date_an

d_Time__c

Start Time The value of this field is the actual start date and

time of the work.

The value of this field has the format YYYY-MO-

DDTHH:MN:SS.ttt+OOOO, where:

• YYYY is the 4-digit year.

• MO is the 2-digit month.

• DD is the 2-digit day.

• HH is the 2-digit hour in 24-hour time.

• MN is the 2-digit minute.

• SS is the 2-digit second.

• ttt is the 3 digit thousandths of a second.

• OOOO is the 4-digit offset from UTC.

MI_FSM_USG_

WHD_END_DT_

D

End Time SVMXC__End_Date_and

_Time__c

End Time The value of this field is the actual end date and

time of the work.

The value of this field has the format YYYY-MO-

DDTHH:MN:SS.ttt+OOOO, where:

• YYYY is the 4-digit year.

• MO is the 2-digit month.

• DD is the 2-digit day.

• HH is the 2-digit hour in 24-hour time.

• MN is the 2-digit minute.

• SS is the 2-digit second.

• ttt is the 3 digit thousandths of a second.

• OOOO is the 4-digit offset from UTC.

MI_FSM_USG_

WHD_DTL_REF

_TX

Reference

Information

SVMXC__Reference_Info

rmation__c

Reference

Information

The value of this field is additional information

about the completed work. For example, a travel

ticket number.

MI_FSM_USG_

WHD_TTL_PRIC

E_N

Total Line Price SVMXC__Total_Line_Pric

e__c

Total Line Price The value of this field is the actual total price of

this line item.

MI_FSM_USG_

WHD_REC_TP_

DESC_C

Record Type

Description

Description Record Type

Description

The value of this field is a description of the Record

Type.

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GE DigitalAPM Field ID

GE DigitalAPM FamilyField Caption

ServiceMax Field ServiceMaxAdapter Label

Comments

MI_FSM_USG_

WHD_PART_N

M_C

Part Name Name Part Name The value of this field is the part name as defined

in a Salesforce product record.

MI_FSM_USG_

WHD_DTL_STA

TUS_C

Line Status SVMXC__Line_Status__c Line Status The value of this field is the current status of the

service order.

ServiceMax Recommendation MappingsThe following table explains the GE Digital APM Recommendation fields that are used to populateServiceMax Service Request records when using the ServiceMax Adapter.

All of these fields belong to the GE Digital APM Recommendation family (ID: MI_REC).

ServiceMax Field ServiceMax Label GE Digital APM Field

SVMXC__Subject__c Product description MI_REC_SHORT_DESCR_CHR

SVMXC__Problem_Description__c Problem description MI_REC_LONG_DESCR_TX

SVMXC__Priority__c Priority MI_REC_PRIORITY_C

None Create date MI_REC_CREAT_DATE_DT

SVMXC__Type__c Alert type MI_REC_TYPE_CHR

SVMXC__Status__c Status of the service request MI_REC_STATU_CHR

SVMXC__Preferred_start_Time__c Start time for the service request EVNT_START_DT

SVMXC__Service_Request_Source__c The source of the service request APM

The request comes from the GE Digital

APM system.

Record_ID Service record Id MI_REC_EAM_SERVICE_REQ_ID_C

Equipment_ID__c Equipment ID Equipment ID

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Chapter

5Release NotesTopics:

• First Quarter of 2020• Third Quarter of 2019• Third Quarter of 2018

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First Quarter of 2020

Release Date: March 27, 2020This topic provides a list of product changes released for this module on this date.

Table 1: Known Issues and Limitations

The following known issues and limitations exist.

Description Tracking ID

For ingestion of Assets to Predix APM, you can ingest a file of size up to 10 MB. DE120299

Third Quarter of 2019

ServiceMax UDLPThis topic contains a list of product changes released for this adapter.

Release Date: September 27, 2019

Table 2: Known Issues

The following issues are unresolved in this release.

Description Tracking ID

The synchronization of data from GE Digital APM to ServiceMax is not functional. DE119075

Third Quarter of 2018

ServiceMax UDLP V2.5.0This topic contains a list of product changes released for this adapter.

To view the release notes for versions released prior to Q3 2018, see https://www.ge.com/digital/documentation/meridium/ReleaseNotes/APMConnect/APMConnect.htm.

Release Date: September 21, 2018

There are no release notes for this release.

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