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Preparing APM Data for Interoperability

Before implementing AWEIS, you can make your APM data “Interop ready,” that is, enabled for synchronization with external systems. You will need to do this whether you have already populated the APM database with assets and inspections or you are starting with an install database.

Use Interoperability Data Readiness requests to identify the rules and parameters for updating all or a subset of a class’ instances (for example, all asset types or a selected list of asset types). This includes options to exclude APM-only assets from being activated.

Note: To use this functionality in APM, enable feature 36. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Updating existing data to be ready for use with AssetWise Interoperability”, and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

Tip: Performance testing currently indicates that Data Readiness Requests process approximately 100,000 assets in three hours. If you have millions of assets, you might consider using a custom script instead. Consult your Bentley team.

When the request is processed, the selected instances are updated as follows:

•	Interoperability Active status is set to “True”

•	AssetWise Interoperability Information instances are created and populated

Processing affects only selected instances that have not already been updated; that is, their Interoperability Active status is “False”. You can process requests manually or set up the Process Interop Data Readiness Requests scheduled action to run at regular intervals.

For more information, see Scheduling Actions.

Requests have the status “Draft” when they are created. They must be marked as “Ready to Process” before they can be processed. You can control the request’s status in the Interoperability Data Readiness Request dialog using the Mark as Ready to Process button. You can also change the request’s status in the Profiles tab, which lists all of the requests. Select a request in the table, click the Selected list, Mark As, and then either Ready to Process or Draft. Note that the Selected list is not available for processed requests.

The information on a request includes:

•	The class to be updated. At this time, requests support 26 classes. Each request is limited to updating instances of a single class

•	Selection criteria for identifying the instances to be updated. For example, update all asset types in all sites or update only the selected asset types

•	Properties for the instances’ AssetWise Interoperability Information. These include the interoperability system, sender logical ID, sender component ID, and MIMOSA object type

•	Optionally, the site to which you wish to move the updated instances. This option is not available for assets or employees

You can create a request for each of the classes of APM objects that will have corresponding objects in the external system:

•

Asset

•	Asset type

•	Asset status

•	Characteristic class

•	Effective status

•

Employee

•	Failure code 1-5

•	Maintenance group

•	Object part

•	Object part group

•	Order type

•	Recommended task type

•	Recommended task type group

•	Resource (trade)

•	Secondary status

•	Secondary status group

•	Secondary user code

•

Site

•	Work classification

•	Work priority

•	Work status

•

Work type

To Create a Data Readiness Request

1.	Open the Enterprise window, select the Integrations view, AssetWise Interoperability tab, Data Readiness tab, and Profiles tab.

This tab lists existing requests and shows processing information. When a request’s status is “Ready to process”, the Process option is available when it is selected in the table.

The Data Review tab provides configurations that show instances that are or are not ready for interoperability. For example, select “Assets - not ready for AssetWise Interoperability” in the configuration list to view assets that have not been processed, along with their asset types and sites.

2.	Click New. In the Interoperability Data Readiness Request dialog, select the class from the list. This example shows the Asset class selected:

3.	Provide a title for the request, select which sites to process, and select the instances to process. These options allow you to break the processing tasks into smaller chunks and to exclude APM-only objects, for example, some employees or assets.

Note that when you select the Resource class, only Trade instances are listed.

4.	For the Asset class, you can select an option to exclude APM-only assets from being processed.

For the Asset class, you can filter the data to be updated by asset type. You cannot select individual assets to update. For example:

5.	Select the Processing Options tab to enter properties that will be copied to the Interoperability information of updated objects.

6.	As long as the request is not for assets or employees, you can select a different site. The updated objects will be moved to this site when the request is processed.

7.	In the AssetWise interoperability identification information area, you can provide details to identify the sender. AWEIS provides this information about middleware processing in some objects’ interoperability audit history.

8.	Select the AssetWise Interoperability System, which identifies the CMMS instance and site.

9.	Select the MIMOSA object type. The values in the list are based on the class. For the Asset class, you can choose “Asset” or “Segment,” for example.

10.	Select Custom ID source if you wish to select a different Instance ID. Then select an attribute from the current class or a related class (using the join path).

Note: In most classes, the user key is the default used to identify the object. An asset is identified by its user key (Asset Number) unless it has already been integrated using SAP Gateway or one of the CMMS integration plugins. In that case, APM uses the asset’s CMMS identifier.

11.	Select the Description tab to provide more information.

12.	Select the Preview tab to view the objects that will be updated.

13.	When you are ready to process the request, select the General tab and click Mark as Ready to Process. Its status changes to “Ready to process” and the button label changes to Mark as Draft. Close the dialog.

14.	To process the request, select it in the Profiles tab, click the Selected list and then Process. A Progress message might appear for large requests. When the process completes, the “Processed On” and “Processed By” columns are populated for the request.

Tip: Open the request dialog and select the Processing tab to view the updated objects.