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  • 1.  Changing Site Assignments

    Posted 18 days ago

    So my company wants to change it's geographic org structure which means, for example, people in site 1 might now report to either site 2 or site 3, with site 1 going away.  Since it seems I can't change the location assignments in site 1 to either 2 or three, I am wondering how others may have handled this.  I could use an empty field in locations to put the new site assignments for a start and that have data copy over to all work orders (and assets, service addresses etc.). Just brainstorming at this point.



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    Brian Hobbs
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  • 2.  RE: Changing Site Assignments

    Posted 15 days ago

    Hi Brian

    So, you're retiring Site 1 and have created Site 2 and Site 3. You want to migrate data into Site 2 or Site 3 from Site 1.  I've done this using SQL.  Recently splitting one site into six and retiring the old site.  It's not just about the location, there are other records that need to be considered in this.



    ------------------------------
    Regards, Craig Kokay
    Princpal Consultant, COSOL
    https://cosol.global/

    Ph: +61-411-682-040
    email: craig.kokay@cosol.global
    #IBMChampion
    ------------------------------



  • 3.  RE: Changing Site Assignments

    Posted 14 days ago

    You can find all "site" related data (ASSET, LOCATION, WORKORDER, PR/PO, ...) by looking for date with the DB configurator with the "same as object" / "same as attribute" field.

    Warning with data link at org / service level (COMPANIES, ITEM) which can be trickly. 

    As Craig mentionned, I totally agree to run a  SQL script. That's the easiest way to do it. 



    ------------------------------
    Pierre-Olivier Wolff
    IAM Maximo Senior Consultant
    Accenture
    LYON
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  • 4.  RE: Changing Site Assignments

    Posted 12 days ago

    Hi Brian

    I've been thinking more about this, and I would like some clarification.  What do you mean by "location assignments?"  This exists as part of the Maximo for Transportation solution, and has nothing to do with people.  Our assumption has been about splitting what was in Site 1 into Site 2 or 3.  An example:

    Location hierarchy for Site 1:

    • A
      • B
        • C
        • D
        • E
      • F
        • G
        • H

    New location hierarchy for Site 2"

    • B
      • C
      • D
      • E

    New location hierarchy for Site 3"

    • F
      • G
      • H

    If this is the plan, then you need to understand all of the connected data, including historical data, that needs to be moved.  SQL is the most efficient, as you cannot do this through the frontend of Maximo.

    If not, please help us correct our understanding again.



    ------------------------------
    Regards, Craig Kokay
    Princpal Consultant, COSOL
    https://cosol.global/

    Ph: +61-411-682-040
    email: craig.kokay@cosol.global
    #IBMChampion
    ------------------------------



  • 5.  RE: Changing Site Assignments

    Posted 10 days ago

    I think you're example is basically what I am talking about, and I realize it would involve more than one table as you say.  I also don't see a front end solution as you note and have started making a list of affected tables.  I was approached on this as to how I can handle it quickly just on the reporting side and began thinking of ways to create a sort of reference table outside of Maximo to convert the current site based reports into the new schema, but I don't really see any way to do this on the cheap without making major changes to many underlying tables.



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    Brian Hobbs
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