In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as a table in a sheet in the Excel workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

Edit: I'm aware of the MxLoader tool, thanks. I'm not planning on using it for this particular scenario, not because MxLoader can't do what I want, but because I'm trying to learn about the mechanics/techniques/options for integrating an external application with Maximo. This is strictly a learning/professional development exercise. If nothing else, it's a fun thought experiment. Cheers.



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Thanks
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#AssetandFacilitiesManagement
#Maximo

Did you try MXLOADER? Here is the video https://youtu.be/77_dyhIyGXE, which is several years old, and an older version, but it still works. I used version 6.2 yesterday and it works fine. Biggest issue with Excel and the WORKORDER table will be both rows and columns, but you can use a where clause on records, and column names to get just the columns you want, which is highly recommended.

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christopher winston
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Original Message:
Sent: Wed July 15, 2020 12:05 PM
From: User1971
Subject: Connect from Excel to Maximo table via Maximo user account

In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as an Excel table in a sheet in the workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

------------------------------
Thanks
------------------------------
#Maximo
#AssetandFacilitiesManagement

As Christopher mentioned MXLoader is a widely used tool by Bruno which connects to Maximo using the MIF.
It can download and upload data to Maximo and is an excellent tool.

This is the link to Brunos page with the download links for the latest version:
MxLoader

Bportaluri		remove preview
MxLoader MxLoader is a Microsoft® Excel® spreadsheet that allows to quickly and easily query and load data into IBM Maximo.It brings together the power of the Maximo Integration Framework and the flexibility of Excel allowing to quickly manipulate and import data into any Maximo system. View this on Bportaluri >

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Steve Lee
Maximo Technical Sales Specialist
IBM
Leeds
------------------------------

Original Message:
Sent: Wed July 15, 2020 12:05 PM
From: User1971
Subject: Connect from Excel to Maximo table via Maximo user account

In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as an Excel table in a sheet in the workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

------------------------------
Thanks
------------------------------
#Maximo
#AssetandFacilitiesManagement

Hello
You can use POWER QUERY or POWERBI from Microsoft to automatically connect to data sources.
I've used it to automate the weekly downloading of a certain datasets to create a report with graphs and KPIs but it does need database connections setting up.
I would also agree with the other comments that you should have a look at MXLOADER especially if you want to do bulk uploads.

Depends on what you want to do with the data once you have it in Excel.

https://powerquery.microsoft.com/en-us/

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Richard White
------------------------------

Original Message:
Sent: Wed July 15, 2020 12:05 PM
From: User1971
Subject: Connect from Excel to Maximo table via Maximo user account

In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as an Excel table in a sheet in the workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

------------------------------
Thanks
------------------------------
#Maximo
#AssetandFacilitiesManagement

You don't mention your database server or your operating environment. In our Windows environment using SQL Server, we created an Active Directory security group for the people who needed read-only access, added it as a database login using Windows authentication, and gave it the required read permissions.

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Robert Goff
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Original Message:
Sent: Wed July 15, 2020 12:05 PM
From: User1971
Subject: Connect from Excel to Maximo table via Maximo user account

In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as a table in a sheet in the Excel workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

Edit: I'm aware of the MxLoader tool, thanks. I'm not planning on using it for this particular scenario, not because MxLoader can't do what I want, but because I'm trying to learn about the mechanics/techniques/options for integrating an external application with Maximo. This is strictly a learning/professional development exercise. If nothing else, it's a fun thought experiment. Cheers.

------------------------------
Thanks
------------------------------
#AssetandFacilitiesManagement
#Maximo

Late reply / may be useful to others...

Here a couple ways to load Mx data to xl.

1.  Import XML table
   1. Login to Mx from xl w/ Data > Web Connector
   2. After you've logged in to Mx, close the window showing Mx start page (you won't need it)
   3. Use XML import tool to create your query and place the result into a new sheet / new datatable.
   4. Clean up the resulting XML data table if you don't want to see rowID, etc.
   5. To update the data a week later, do step 1 to login in to Mx, then click Refresh in xl to pull the latest
   6. Note: If you have a lot of data and want to use mx REST paging, you'll probably need to use VBA (I did it / it works, but raise the level-of-effort)
2. Use xl PowerQuery & an Mx API Key
   1. Generate your Mx API Key: Do a POST to Mx REST API - see Mx NextGen REST API docs...options:
      
      1. You may use a REST Tool to generate the POST to Mx to get your key
      2. Use a simple / local webpage with a form to post the request to Mx (login to Mx on another tab first)  (you don't need js to do this; there's a simple hack to embed the JSON for key expiration  into a form...or just use a little js.)
      3. Create a js bookmarklet to post a key request when you have  Mx open in a browser tab 
   2. In PowerQuery, create a web request
      1. Use [Advanced] option, so you may add the apikey='<key-string>' to the request header
      2. No coding required -- unless you have a lot of data and want to page.  If that's the case:
         1. You need to know enough ML code to edit your query formula in Power Query.  There are example (general, not Mx) for how to do this on e.g. Stack Overflow

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Michael Hoffman
Program Manager
US General Services Administration
503-941-0419
------------------------------

Original Message:
Sent: Wed July 15, 2020 12:05 PM
From: User1971
Subject: Connect from Excel to Maximo table via Maximo user account

In Microsoft Excel, I want to dynamically connect to the WORKORDER table in the Maximo demo environment.
When I say "connect", I mean I want to do a read-only SELECT of the Maximo records -- which would be inserted as a table in a sheet in the Excel workbook.

It would be ideal if the Excel spreadsheet could connect to Maximo via a Maximo user account (ie. Mike Wilson) -- instead of setting up a database connection on each user's computer (like an ODBC connection or something similar).

Is it possible to do this?

I'm not too worried about security implications right now. I'm just mocking up a rough proof-of-concept as an experiment.

Edit: I'm aware of the MxLoader tool, thanks. I'm not planning on using it for this particular scenario, not because MxLoader can't do what I want, but because I'm trying to learn about the mechanics/techniques/options for integrating an external application with Maximo. This is strictly a learning/professional development exercise. If nothing else, it's a fun thought experiment. Cheers.

------------------------------
Thanks
------------------------------
#Maximo
#AssetandFacilitiesManagement