Agenda. 1. Tom Rosenburg, General Motors Maximizing Ad Hoc Reporting with the Application Where Clause

Transcription

1 Maximo Ad Hoc Reporting Tom Rosenburg, General Motors Robert Clarkson, Raytheon Pam Denny, IBM 2013 IBM Corporation

2 Agenda 1. Tom Rosenburg, General Motors Maximizing Ad Hoc Reporting with the Application Where Clause 2. Robert Clarkson, Raytheon Extracting Ad Hoc Reports to BIRT Designer 1

3 Tom Rosenburg, General Motors Introduction Maximo Local Business Administrator at the General Motors Spring Hill Manufacturing Facility. 6.9 million square feet, and occupies 2,100 acres. Located in Spring Hill, 40 miles south of Nashville. Produced Saturn vehicles from July March Produced the Chevrolet Traverse from Sept November Currently, the site manufacturing operations consist of a flexible vehicle assembly plant producing Chevrolet Equinox, an engine plant making 4- cylinder engines, a stamping plant, two polymer injection molding operations and one painting operation for bumper fascias. Manufactured engines and components supplied to GM assembly plants around the globe. Awards 2012: Wildlife Habitat Council: Wildlife Habitat certification 2012: EPA s Energy Star Challenge for Industry for Stamping/Powertrain Plants 2012: Ward s North America 10 Best Engines for Ecotec 2.0L Engine 2012: Tennessee Pollution Prevention Program: Performer status 2011: Tennessee Chamber of Commerce & Industry: Environmental Certificate of Achievement 2010: Ward s North America 10 Best Engines for Ecotec 2.4L Engine 2

4 How GM Uses Ad Hoc Reporting Utilize Ad Hoc Reporting for - We need to know what Pm s due this month were Skipped or not done last month. - We needed a report from Inventory that showed the items that have a value of over $100 - I needed a report from Asset, that lists the spare parts in the spare parts table The QBR s above require data from other tables in order to select the records to report on. Examples of Ad Hoc Reporting include Work Order Job Plans Inventory Asset 3

5 The where clause, a key to unlocking QBR reports Example #1: Work Order Find Work Orders that were not filled out correctly with missing crafts. I need to create a qbr to to the area CAC letting them know to correct these work orders ((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0 and siteid = '1536' and istask = 0 and craft is null and location in (select y.location from locancestor y where y.siteid = '1536' and y.ancestor = 'EN.LGE')) 4

6 From Work order, click the down arrow next to Advanced Search 5

7 Click on the Where Clause 6

8 Paste the SQL Expression into the where clause. 7

9 You can now create the QBR from your results. Click Select Action, then Run Reports 8

10 Then Create Report 9

11 You then Name the Report, select whether to make it public, and save it 10

12 Select the fields you want on the report. Then, very importantly, select whether to use the current query when ever the report is run 11

13 Format the report. In this case, I grouped by persongroup 12

14 Schedule, or submit the report. In this case, scheduled once a month, on the 1 st at 8am. 13

15 Locancestor table can be found in system configuration, where ancestor is the same as location 14

16 From Locations the ancestor is EN.LGE for all the children locations, and their children, if any. 15

17 Example #2: Job Plans Find job plans where there is an asset associated with the job plan, and the asset is in location B1000. We have a Site / Org division of the database, so I call out siteid, to reduce the processing time of the query. I also reference 2 different tables, in order to select the job plans I want: JPASSETSPLINK and ASSET since all the tables have fields that have the same name I use an alias for the table, to simplify the query. X = JPASSETSPLINK and y = ASSET (siteid = '1536 and jpnum in (select x.jpnum from jpassetsplink x where x.siteid = '1536 and x.assetnum in (select y.assetnum from asset y where y.location = 'B1000' and y.siteid = '1536'))) 16

18 I paste the query into the Job Plan where clause. I can then write a QBR Report to to the CAC s to clean these up. 17

19 Example #3: Inventory Find information from multiple tables. Some fields are in the Item table, and some are in Inventory. Note: You don t have to call out the inventory table. SQL assumes inventory, because that is the main table the query is run from. From the Inventory module, I want to see the Inventory for a group of Items. I know the field IN2. I also want the inventory to be not Obsolete, and from a particular site. I am going to give the Item Table an alias of x. ((status!= 'OBSOLETE' and siteid = '1536') and itemnum in (select x.itemnum from item x where x.itemsetid = 'I1536' and x.in2 in ('000-0D1KZ',.'000-0KKTN'))) 18

20 I paste the query into the Inventory where clause. This is an example of an in statement. 19

21 Example #4: Inventory Find spare parts with a current balance of 0 for a particular set of assets. This could be a very useful QBR depending on how you order your parts. (status!= 'OBSOLETE' and siteid = '1536' and location!= 'SPRING-HILL' and itemnum in (select itemnum from sparepart where assetnum like 'T - ') and itemnum in (select x.itemnum from INVBALANCES x where x.curbal = '0' and location!= 'SPRING-HILL')) 20

22 Example #5: Inventory Find inventory where the standard cost is greater than $100. The std cost is not in the inventory table, so I need to get that from the invcost table. (status!= 'OBSOLETE' and siteid = '1536' and itemnum in (select itemnum from invcost where stdcost > 100 and siteid = '1536')) 21

23 I select the fields to create a QBR 22

24 I am going to group by itemnum to create a QBR 23

25 I now have a QBR report. However, after viewing and saving, it requires additional modifications Robert will detail these next 24

26 Extracting Reports to BIRT Designer 25

27 Robert Clarkson, Raytheon Introduction Six years working with Raytheon Company Raytheon Company is a technology and innovation leader specializing in defense, security and civil markets throughout the world. With a history of innovation spanning 91 years, Raytheon provides state-of-the-art electronics, mission systems integration and other capabilities in the areas of sensing; effects; and command, control, communications and intelligence systems; as well as a broad range of mission support services. Six years working with Maximo and Maximo Reporting Actuate BIRT Over 15 years as a computer programmer, professionally, and over 25 years total About five years working with Databases and SQL 26

28 When you may need to extend a QBR in BIRT Designer Add functionality not available through the QBR Special SQL functions (Max, Min, Nvl, Lead, Lag, etc ) Access to procedures Complex SQL scripting (sub-queries) Formatting the data better (Currency, Conditional formatting) Join to other data sources or databases Complex Programming in Java 27

29 Applications Used IBM Maximo This example should be applicable to versions 7.x Oracle SQL Developer Any SQL Development Environment could be used also like Sqlplus or TOAD Eclipse BIRT Developer This example should be applicable to both Indigo and Ganymede versions And a Text Editing Software This example uses Notepad++, but any text editor like Notepad, Wordpad will do also. 28

30 SQL Developer: Find the report to extract SELECT * FROM Maximo.Reportdesign WHERE ImportedBy = ORDER BY ImportedDate DESC Enter Your Maximo UserID or whomever s UserID that produced the Ad-Hoc Report. DESIGN (Content) REPORT FILENAME 29

31 Text Editor: Save the Content Filename Remove the Double quotes from the beginning and end of the file content (red circles) 30

32 BIRT Developer: Open the file 31

33 BIRT Developer: Open Method Script This is where the SQL Script is located. The script is made up of a concatenated string of text. (purple text above) 32

34 SQL Developer: Extract the script I format the script to make it easier to read and easier to modify. Also, you may need to qualify the tables in the FROM statement with Maximo. (see red lines above) 33

35 SQL Developer: Modify the script 34

36 BIRT Developer: Update OPEN Script IMPORTANT! Always place a trailing space before the closing double-quote marks; This will insure that you don t accidently concatenate the last word with the first word on the next line. 35

37 BIRT Developer: Fetch Method Script 36

38 BIRT Developer: Update FETCH Script 37

39 BIRT Developer: Edit Data Set Dialog Click here to open the Edit Data Set Dialog 38

40 BIRT Developer: Check the changes After - Updating Open Script - Updating Fetch Script - Updating Data Set Columns 39

41 BIRT Developer: Edit the Layout 40

42 BIRT Developer: Insert Column Insert Column Here 41

43 BIRT Developer: Insert Column (Continued) 42

44 BIRT Developer: Add the new field NOTE: Drag the Avg. Unit Cost from the left Data Set over to the empty new column. 43

45 BIRT Developer: Format the new column 44

46 BIRT Developer: Preview the Report NOTE: This preview has Tivoli Software and IBM, which is the default for the Maximo templates. You can change the Master Page, if you want, but Maximo has a separate set of Master Pages, so you will need a copy of Maximo s Master Pages, if you want the header and icons to match. 45

47 Maximo: Import the file into Maximo NOTE: If you don t have access to the Report Administration application, then submit your updated *.rptdesign file to your Report or Maximo Administrator Search for your report by using the CreatedBy Column and entering your Maximo UserID 46

48 Maximo: Import the file into Maximo (Continued) 47

49 Maximo: Import the file into Maximo (Continued) Open the Import Report Dialog 48

50 Maximo: Import the file into Maximo (Continued) Browse to the *.rptdesign file 49

51 Maximo: Test the Report! Click Preview, then Submit 50

52 Encrypting database credentials Database connectivity file 51

53 Encrypting database credentials (continued) #<DataSourceName>.<propertyName>=value # driver for ORACLE # oracle.jdbc.oracledriver # sample url for ORACLE # jdbc:oracle:thin:@<host>:<port>:<sid> # sample schemaowner for ORACLE # maximo # driver for SQLServer # com.microsoft.sqlserver.jdbc.sqlserverdriver # sample url for SQLServer # jdbc:sqlserver://hostname:port;databasename=dbname;integratedsecurity=false; # sample schemaowner for SQLServer # dbo # driver for DB2 # com.ibm.db2.jcc.db2driver # sample url for DB2 # jdbc:db2://localhost:50000/dbalias # sample schemaowner for DB2 # maximo Exposed Username and Password maximodatasource.url= jdbc:db2://ibm-a5:50000/db2a maximodatasource.driver=com.ibm.db2.jcc.db2driver maximodatasource.username=wilson maximodatasource.password=wilson maximodatasource.schemaowner=maximo 52

54 Encrypting database credentials (continued) 1) Place your Username and Password into the mxreportdatasources.properties file 2) Navigate to the following folder: <V75>\reports\birt\tools (on the Maximo Server) 3) Execute encryptproperties.bat 4) This Utility will do the following: Add maximodatasource.encrypted=true Encrypt your Username and Password (see below) Add escape characters to URL maximodatasource.encrypted=true maximodatasource.schemaowner=maximo maximodatasource.username=yanjygupfrc\= maximodatasource.url=jdbc\:db2\://ibm-a5\:50000/db2a maximodatasource.password=mewnevcbrfubl54acl+jsg\=\= maximodatasource.driver=com.ibm.db2.jcc.db2driver 53

55 Questions? 54

56 Backup 55

57 Backup 1 This is a for a QBR, looking at Safety PM work that are past due, and they were due sometime in the past 6 months. I like this type of date range, as it floats. (woclass = 'WORKORDER' or woclass = 'ACTIVITY') and status not in ('COMP','CLOSE','CAN') and istask = 0 and safety = 1 and siteid = '1536' and (pmnum is not null or (parent is not null and jpnum is not null)) and targcompdate < add_months (trunc (sysdate, 'MM'), +0) and targcompdate > add_months (trunc (sysdate, 'MM'), -6) 56

58 Backup 2 This is a query from inventory to select items from a particular manufacturer, with a particular description. The description is in Item, thus the sub select. (status!= 'OBSOLETE' and manufacturer = 'GR01' and siteid = '1536' AND itemnum in (select itemnum from item where upper (description) like '%BELLOW%')) 57

59 Backup 3 This query is run from PM, and references the Route, Asset, and Route_stop tables. Using the Alias s x, y, Z (siteid = '1536' and (location = 'LGE.BLOCKS.C.LINE' or assetnum in (select x.assetnum from asset x where x.location = 'LGE.BLOCKS.C.LINE')) or route in (select route from routes Y where Y.route in (select Z.route from route_stop Z where Z.assetnum in (select x.assetnum from asset x where x.location = 'LGE.BLOCKS.C.LINE')))) 58

60 QBR Report Output Example 59

61 Backup 4 This is based on the user that is loged in, and the persongroup the user belongs to. I use it for the users start center, however it could be used for a qbr to pm s due this month.(notice nothing in RED) From Workorder ((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0 and istask = 0 and siteid in (select LOCATIONSITE from PERSON where PERSONID =:USER) and persongroup in (select persongroup from PERSONGROUPTEAM where RESPPARTYGROUP = :USER) and (pmnum is not null or (parent is not null and jpnum is not null)) and targcompdate >= add_months (trunc (sysdate, 'MM'), +0) and targcompdate < last_day(trunc(sysdate))+1) 60

62 Backup 5 To use the previous SQL on a start center. Click on Change Content 61

63 Click on Select Content, then Result Set 62

64 Rename the result set, and click Finished 63

65 Click on the Pencil on the right of the result set 64

66 Filter for the query you want to report on with your result set. 65

67 On the Column Display, at the min select wonum, then save 66

68 Under Chart Options check chart by default and select status in display by, then save, then finished 67

69 The result is an interactive report, showing what needs to be completed, and what has been completed. 68

70 Clicking on the Chart takes you to the workorder list. 69

71 BACKUP 7 FIND SPARE PARTS WITH NONE ON HAND (status!= 'OBSOLETE' and 'siteid = '1536 and location!= 'SPRING-HILL' and itemnum in (select s.itemnum from sparepart s where s.assetnum = 'BLK.OP068GR1A') and itemnum not in (select x.itemnum from INVBALANCES x where x.curbal >= '1' and x.location!= 'SPRING-HILL' )) In this I used an alias if s for the sparepart table and x for the invbalances table. So I reference two tables from inventory to get my result set. You can then create a QBR to generate on a set schedule, to get this information to the correct people in your organization. 70