I have shared several questions about how to get MAS to automatically schedule work considering travel time and have had some useful answers. Well I have managed to get this working as a proof of concept and thought it might be helpful to share the setup I have found to be required as there seems to be little documented in one place. There may well be some errors / omissions in here but it is what is working for me at the moment.
Task:
Set up Maximo / Optimiser on MAS 9.0 so that a set of work orders / assignments can be automatically assigned taking considering travel times.
Pre-requisites
- Optimizer installed and connecting to Manage
- Spatial Installed
- ESRI ArcGIS online account exists with account credits – calculating travel time will use credits.
ESRI Setup
- Create a Web Map with your desired base map. Note ID of Web Map
- Create a OA2Auth application in the content tab, note Client ID and Client Secret
Maximo Connectivity to ESRI
- On Organisation > Service Address Options set Coordinates setting to X and Y
- Set system property: skd.esri.referer.url to the base URL of your Maximo e.g. https://xxx.xxx.xx/maximo
- Create a Map Manager record:
o Set Map Provider Name to "Maximo Spatial"
o In Map Provider Options set the following URLS:
§ Geocode Service URL
https://geocode.arcgis.com/arcgis/rest/services/World/GeocodeServer
§ Route Service URL
https://route.arcgis.com/arcgis/rest/services/World/Route/NAServer/Route_World
§ Distance Matrix Service URL
https://route.arcgis.com/arcgis/rest/services/World/Route/NAServer/Route_World
o Set ESRI username and password in Map Provider Options
o In Web Map Configuration enter ID of Web Map created in ESRI
o In Web Map Configuration add Client ID and Client Secret from OA2Auth settings created in ESRI
o Set "Layers Configured with Web Map Definition" on and "Enable OAuth 2.0 Application Login Authentication" on
o Enable map
o Add Site to Sites tab, expand and click initial extent button, if you have ESRI connectivity you should see a map, centre and zoom map, this should populate Zoom level and Latitude / Longitude against the site record
o On Services tab set Geometry Service URL:
https://sampleserver6.arcgisonline.com/arcgis/rest/services/Utilities/Geometry/GeometryServer
o Save Map Manager record
o On List tab of Map Manager, you will need to run action – Configure Map Tools against the required applications e.g. Service Address, Locations, Work Order Tracking etc.
- To test this configuration, create a new Service Address click on the Map tab, a map should appear. Enter part of an address into the search box and suggestions should appear, selecting one of these should zoom to that location. Right-click on a point on the map and choose Set Record Location, this should drop a pin on the map and set the formatted address and Latitude / Longitude on the Service Address record.
Data Required
- All service addresses that will have work automatically scheduled to have a latitude and longitude in XY format
- If you want the optimiser to include travel time from the engineer's home / base location you need to create a location with an associated service address having Latitude and Longitude set, these locations need to be applied to the start / end location of the labor record
- All labor records need to have the same calendar as will be used in the Graphical Assignment schedule (but can have different shifts).
- Labor will need crafts / skills
- Create a Graphical Assignment schedule to test that will return a limited set of work orders and labor records, set a start / end date and tick Restrict Work to Dates. Work Orders to have
o Start / End date (e.g. target start / end or target start + duration or target end + duration, these dates to be with start / end of schedule.
o Assignment with craft / labor requirements and assignment duration.
o Locations linked to a Service Address with XY coordinates
- Work View / Assignment view tabs in Graphical Assignment should now populate
Test Optimisation
- Create a Spatial Scheduling scenario and toggle to this scenario
- Run Optimisation ensure that "Include Travel Time in Total Time" is ticked
- When you first run this the dialog will stay on screen for quite some time as it will be connecting with ESRI to return a Matrix of all service addresses in the work order set, subsequent runs will skip this step.
- On the next dialog you should see a refreshing screen to show optimisation progress this will auto terminate after 300 seconds (default limit) or can be terminated manually.
- Closing the dialog should show on the Assignment tab Gantt charts with gaps reflecting travel time and it should have scheduled works for close locations together
Notes
- Currently the Dispatch tab is not working for MAS 9.0 this is a known issue with IBM and should be fixed in 9.1
- To check that the travel matrix is working correctly go to a Service Address record that was part of the Optimisation run and open the Spatial Scheduling Travel dialog. These values will be automatically deleted by the SKDMATRIXCLEANUP Cron tasks, this will delete records older than the value specified on "Optimization Cleanup" attribute of the Map Manager record.
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Andrew Blyth
Senior Solutions Specialist
Mitie IS
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