The example library is a set of import workbooks for IBM Maximo Manage 9.2. Together they set up a small demo system in load order: an organization with its GL accounts, a site, people, crafts and labor, a classification with specification attributes, assets and locations, work orders, service requests, job plans and PMs.
Each workbook is also a template. It shows one object in the format that Fiedler Data Import reads and Fiedler Data Export writes: the titles in row 1, the attributes in row 2, the data from row 4. Replace its rows, and it loads your own data.
Download#
- fiedler-data-tools-examples-1.0.2.zip, the 37 workbooks and a README with the load order
- fiedler-data-tools-examples-1.0.2.zip.sha256, its checksum
curl -LO https://fiedler.site/products/fiedler-data-import/example-library/fiedler-data-tools-examples-1.0.2.zip
curl -LO https://fiedler.site/products/fiedler-data-import/example-library/fiedler-data-tools-examples-1.0.2.zip.sha256
sha256sum -c fiedler-data-tools-examples-1.0.2.zip.sha256On macOS, shasum -a 256 -c does the same check.
How the library is checked#
The workbooks are generated from one description of the data, so a change reaches every file in the same way. Whenever Fiedler Data Tools changes, our test system imports the same workbooks into Manage, checks the result, and removes the records again. A ZIP is built only after that check passed for the same files. We check on our test system, on the MAS 9.2 series.
The data#
Every workbook uses the organization DEMOORG and the site DEMO01, which workbooks 01 and 06
create. The currency is EUR, the item set SET1 and the company set COMPSET1, as in IBM’s demo
data. The rest is invented: a small pump plant, five people, five crafts, and the classification
DEMOPUMP. E-mail addresses use example.com.
How to load it#
- Upload the workbooks to Fiedler Data Import in the order of their numbers.
- Plan each one and read the plan. A workbook that the system holds already plans as unchanged.
- Run it.
Workbook 10 creates users. A saved user counts for MAS licensing, so we never load it on our own test system; it shows the format. The free edition of Fiedler Data Import loads up to 200 rows per sheet, and every workbook here stays far below that.
The workbooks#
Base data#
| No. | Workbook | Object | What it shows |
|---|---|---|---|
| 01 | 01-organization-simple.xlsx | ORGANIZATION | A new organization, inactive until 05 gives it a clearing account; the currency, item set and company set come from MAXDEMO. |
| 02 | 02-glconfigure-index.xlsx | GLCONFIGURE | The GL account layout of the organization, through an INDEX sheet, because GLCONFIGURE has no application. |
| 03 | 03-glcomponents-simple.xlsx | GLCOMPONENTS | The GL components of every segment: cost centers, activities, resources and two optional elements. |
| 04 | 04-chartofaccounts-simple.xlsx | CHARTOFACCOUNTS | GL accounts built from the components of 03, the clearing account first. |
| 05 | 05-organization-extended-addresses.xlsx | ORGANIZATION | The organization’s addresses as children, and the organization activated once its clearing account exists. |
| 06 | 06-site-extended.xlsx | ORGANIZATION | A new site as a child of its organization. |
| 07 | 07-billtoshipto-extended.xlsx | SITE | Bill-to and ship-to addresses of the site, from the organization’s addresses of 05. |
| 08 | 08-persons-simple.xlsx | PERSON | Five people of the maintenance team, with their organization and site. |
| 09 | 09-persons-extended-phone-email.xlsx | PERSON | Phone numbers and e-mail addresses as children of the people of 08, in two sheets. |
| 10 | 10-users-extended-groups.xlsx | MAXUSER | Users for two people of 08, each in a security group. |
| 11 | 11-crafts-simple.xlsx | CRAFT | Four crafts with their standard rate. |
| 12 | 12-crafts-extended-skills.xlsx | CRAFT | A craft with three skill levels as children, each with its rate. The relationship CRAFTSKILLNOTNULL makes Manage create the skill’s craft rate, which a labor craft rate is checked against. |
| 13 | 13-qualifications-simple.xlsx | QUALIFICATION | Three qualifications, two of them with a certificate. |
| 14 | 14-labor-simple.xlsx | LABOR | Labor records for four people of 08, with their work site. |
| 15 | 15-labor-extended-crafts-qualifications.xlsx | LABOR | Craft rates and qualifications of the labor of 14, in two sheets, from the crafts of 11 and 12 and the qualifications of 13. |
| 16 | 16-persongroups-extended.xlsx | PERSONGROUP | Two person groups for work assignment, each with its members in order. |
| 16a | 16a-items-organization-extended.xlsx | ITEM | Activates a MAXDEMO item in the organization: a new organization has no item/organization row, and a job plan takes no pending item. |
Classification and spec#
| No. | Workbook | Object | What it shows |
|---|---|---|---|
| 17 | 17-attributes-simple.xlsx | ASSETATTRIBUTE | The six attributes of the demo pump classification: numeric, text and date. |
| 18 | 18-classification-extended.xlsx | CLASSSTRUCTURE | A classification with the attributes of 17 as spec, used with assets, locations, work orders, job plans, service requests and incidents. Generated descriptions are off, so a record keeps the description its workbook gives. |
| 21 | 21-locations-spec.xlsx | LOCATIONS | A new location of the demo pump class with its spec values, in the same save. |
| 24 | 24-assets-spec.xlsx | ASSET | New assets of the demo pump class with spec values of all three data types, in the same save. |
| 25 | 25-assets-spec-update.xlsx | ASSET | Classifies an existing asset of 22 and sets two of its spec values in the same save; $UPDATEONLY skips a missing asset. |
| 28 | 28-workorders-spec.xlsx | WORKORDER | A work order of the demo pump class with the readings taken on site as spec values. |
| 30 | 30-servicerequests-spec.xlsx | SR | A service request of the demo pump class with the values the reporter observed. |
| 32 | 32-incidents-spec.xlsx | INCIDENT | An incident of the demo pump class with spec values, through Manage’s HPTICKETSPEC relationship. |
| 34 | 34-jobplans-spec.xlsx | JOBPLAN | A job plan of the demo pump class with target values as spec. |
Assets and locations#
| No. | Workbook | Object | What it shows |
|---|---|---|---|
| 19 | 19-locationsystems-simple.xlsx | LOCSYSTEM | The site’s primary location system, which every location hierarchy needs; a new site has none. |
| 20 | 20-locations-simple-hierarchy.xlsx | LOCATIONS | A small plant hierarchy in the PRIMARY system, each location placed under its parent through SYSTEMID and PARENT. |
| 22 | 22-assets-simple.xlsx | ASSET | Assets on the locations of 20, two of them under a parent asset. |
| 23 | 23-assets-extended-meters.xlsx | ASSET | An asset with three meters as children: run hours, which needs an average method, pressure and temperature. |
| 36 | 36-index-location-asset-workorder.xlsx | LOCATIONS | One workbook, three objects in order through an INDEX sheet: a new location, an asset on it, and a work order for that asset. |
Work#
| No. | Workbook | Object | What it shows |
|---|---|---|---|
| 26 | 26-workorders-simple.xlsx | WORKORDER | Three work orders without WONUM: Manage numbers them, and the result workbook carries the numbers back. |
| 27 | 27-workorders-extended-plan.xlsx | WORKORDER | A work order with planned labor from the crafts of 11 and planned material as a non-stock line, in two sheets. |
| 29 | 29-servicerequests-simple.xlsx | SR | Two service requests, reported by people of 08, for a location and an asset. |
| 31 | 31-incidents-simple.xlsx | INCIDENT | Two incidents, reported by people of 08. |
Job plans and PMs#
| No. | Workbook | Object | What it shows |
|---|---|---|---|
| 33 | 33-jobplans-extended.xlsx | JOBPLAN | An organization-level job plan with tasks, planned labor and planned material per task, in three sheets; a fourth sheet makes it ACTIVE, which a PM needs. |
| 35 | 35-pms-simple.xlsx | PM | Preventive maintenance every three months for the booster pumps of 22, with the job plan of 33. PM records carry no spec in Manage 9.2. |
What comes next#
The Fiedler Data Import page explains the import, and the plan-before-run article shows what a plan tells you before anything reaches Manage.
Do you need workbooks for objects that are not in the library? Get in touch.
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