Mobile System for Maximo
Requirements Statement
and Responses
April 12, 2012
Revision 1.1
DataSplice Confidential Information – The DataSplice response information contained in this document
is confidential and for the purpose of assisting organizations in the preparation of
Request for Proposals (RFP).
This response information is not to be shared with DataSplice competitors or anyone not directly involved with the
RFP preparation.
Business Requirements
Mobile Requirement
1
Describe the software’s licensing
model
DataSplice Confidential Response
DataSplice EAM CMMS uses concurrent (simultaneous) use licenses. There are two scenarios:
A persistently real-time connected device (online/wireless):
Each time a user logs on; a license is consumed/ counted. Accordingly, when a user logs off,
the license use is terminated and available for another user to consume. Users, who do not
logoff, will have their sessions terminated automatically if they haven't used the device for a set
period of time. This time period is defined by the administrator. The license is then available for
another user.
The customer will only need enough licensees to cover the largest number of users, which will
be in simultaneous online use, on one shift. Other shifts will share the licenses.
A not persistently connected (offline/batch) device:
Each time a user logs on and downloads data, a license is consumed or counted. While the
user has their data "checked out", the license is consumed. Accordingly, when a user logs back
in to synchronize their data, for example at shift's end, the license is "checked-in" and available
for another user to consume.
The customer will only need enough licensees to cover the largest number of users, which will
be in simultaneous offline use, on one shift. Other shifts will share the licenses.
The DataSplice server software manages these two types of connection states (online and
offline) automatically. Once setup, the server manages and keeps track of everything.
2
The provider should participate with
GSA and other federal government
purchasing options.
DataSplice holds a GSA contract based on the IT Schedule 70. Our contract number is GS-35F0498T. Our price list is available on the GSA Advantage! Website,
http://www.gsaadvantage.gov/.
3
List any hardware reseller
partnerships and/or recommended
devices
DataSplice, LLC is an authorized reseller of many devices, including Intermec, Motorola,
Psion, Motion Computing, Juniper and Zebra hardware. Additionally, we offer value added
services, such as provisioning and testing.
4
The provider should provide
hardware maintenance programs
DataSplice sells and administrates service contracts with each manufacturer’s authorized repair
facilities. Fees are determined by the service provider and are based on the specific
configuration of the hardware, the length of the service plan, as well as the length of the service
turnaround time. Details are available upon request.
5
The provider should provide a
comprehensive consulting and
support system
DataSplice offers comprehensive consulting and implementation services to address the
customer’s needs. Our process includes business process analysis, hardware procurement and
provisioning, customized solution development, intercalation, testing, support and training.
Services are provided by DataSplice engineers, project managers, and technical staff.
6
The provider must provide software
support
DataSplice strives for excellence in supporting all of our customers and partners. We provide
support via phone, email, and our website. Should the need arise, on-site support is available.
Phone: 1-800-377-1974 or 970-232-1730; Email: support@datasplice.com; Website:
http://docs.datasplice.com/wiki/index.php/
Product documentation such as installation guides, user manuals, etc. are easily accessible and
available for download
7
The provider must provide multiple
training options
DataSplice performs training onsite as well as web based training. Each class can provide
functional users with the appropriate knowledge and techniques for using DataSplice in their
area of responsibility. DataSplice also offers training onsite at their Fort Collins, Colorado facility
8
The provider should provide
assistance in developing test plans
Together with the customer, DataSplice will develop and implement comprehensive test plans
for each module/role, including end user testing. Testing shall occur in parallel with current
processes until confidence in the system is achieved.
9
The provider should provide “Go
Live” Support
DataSplice recommends and encourages hours allotted to Go Live support to allow for
integration of system. This allows for any problems to be quickly diagnosed and resolved during
the system start up.
10
The provider should provide followon support after go live
DataSplice offers support end-users on-site, electronically, and via telephone for a minimum of
two weeks immediately following go-live. DataSplice will troubleshoot and resolve problems, as
needed, during the two week, follow-up period.
11
The provider must provide
administration and end user
documentation
DataSplice provides user documentation, material, equipment, installation instructions, O&M
data, certifications catalogs, and manufacturers’ specifications electronically upon completion of
the project.
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Business Requirements Page 2
Application Requirements
Base requirements for Remote (end user) application
Mobile Requirement
DataSplice Confidential Response
12
The system must allow for the reading
and scanning of bar codes for the
purpose of retrieving and inputting data
into Maximo.
DataSplice provides bar code scanning for any task that will benefit from accurate data
capture or data processing, for example: Managing parts inventory, managing work orders
and tracking assets. Most any field can be entered via scanning, including item number, work
order number, invoice, or purchase order number, etc.
For items that cannot be entered via scanning or is impractical, the user has the ability to
select from predetermined dropdown fields or enter data directly into the field.
It is possible to scan a bar code which will automatically enter the data of that bar code and/or
bring up a new screen based on the next task. i.e., scanning a location bar code may bring up
items in that area to be counted (i.e. asset audit or ABC counts) or tasks to be completed
(work order and/or inspections)
13
The system must have the ability to
scan bar codes to determine next step
14
The system must support the printing
bar codes
DataSplice provides a plug-in which allows users to print bar codes directly from a mobile
device or laptop/desktop computer to a desktop or mobile printer. DataSplice has the
capability of printing bar code labels from a mobile device to a portable bar code printer
15
The system must support RFID
readers,
DataSplice supports both active and passive RFID technologies and has implemented RFID
systems.
16
Support for GPS and Maps
DataSplice can access external maps such as Google Maps, and can access attached maps.
GPS location is the functionality of the device
17
Support for GIS
18
The system must have the ability to
communicate with external devices via
Bluetooth (i.e., printers, vibration and
temperature sensors and readers)
Support for GIS is currently in development
The ability to connect and integrate printer and sensor hardware via Bluetooth is a function of
the specific device hardware. DataSplice software has the capability to leverage Bluetooth as
a standard communication protocol.
DataSplice has the capability to integrate with external vibration and temperature sensors.
19
The system must provide support for
cameras
DataSplice can accept input from a camera, which then can be associated with a record
20
The system must allow for users to
easily navigate views and provide
look-up/search functionality, including
data sort and filtering
DataSplice is able to easily sort and filter data on a device. The ability to sort and filter on
specific criteria can be configured to the user’s specific use case using the Administration
client. These changes are then pushed to the client device when the user logs in or syncs with
the server. Alternatively, the application may be configured to allow users to perform limited
filtering on a device using allowed criteria, as configured by the administrator. All default
views are designed with queries and relationships that reproduce the behavior presented by
Maximo, including drop-downs, hierarchies, foreign keys, etc. The DataSplice mobile screens
for Locations, Assets, and Inventory are configured to model existing data hierarchies in
Maximo. The built-in navigation menus allow users to “navigate” up and down the hierarchy for
easy data search and retrieval.
21
The system must utilize Maximo
Business Rules.
DataSplice uses the Maximo Business Object (MBO) layer to interface with Maximo. This is
the same interface used by the Maximo Web application. No changes are ever made directly
to the Maximo database.
This strategy ensures that all record changes are processed through the same Maximo
business rules layer that handles validation and protects data integrity. The MBO layer also
enforces security restrictions in the same way as though the changes were made through a
Web browser.
22
Explain how the system ensures data
integrity
The DataSplice Integration Plug-in for Maximo gives DataSplice the ability to inspect and use
the same security settings as those provided by the Application Authorization table(s) in
Maximo. Thus, when a group’s permissions change in Maximo, DataSplice will comply with
the permission update.
Within the DataSplice domain, the Administrator assigns individual users to specific groups.
Each group is given permissions to view only specific data. The Administrator also defines
which data the group members can modify. As a result, when the user logs on he or she only
has permission to access and modify specific data.
23
The system must provide secure data
entry and availability, while limiting
access to data based on user log in
DataSplice can be configured to display only specific/certain Maximo fields, based on log in
credentials; To only allow updates to specific Maximo fields; to protect specific/certain
Maximo fields from being updated and be configured to synchronize Maximo data on an adhoc basis.
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Application Requirements Page 3
Work Orders and Inspections
Mobile Requirement
DataSplice Confidential Response
24
The system must support Work Order
Entry
All the fields available in Maximo are also available in the DataSplice handheld environment.
This includes all fields required for Work Order processing.
25
The system must provide step by step
Work Order Tasks
DataSplice has the capability to guide the technician through each Work Order task. It also
allows the technician to defer Work Order tasks/steps, marking them as incomplete, and then
later completing those steps, as applicable; has the capability to enter measurements or meter
readings into the appropriate field, as needed, depending on the repair, maintenance, or work
process being performed.
26
The system must allow the ability to
Download Work Orders
DataSplice lets users search on virtually all fields present on the Work Order screen. By
default, the filter includes Work Order, Description, Work Type, Maximo Status, Asset and
Location.
Offline, DataSplice queries on the Lead Craft of the Work Order and the Work Order
Assignment table to determine which work orders to download to the handheld. However, the
DataSplice application can be configured to query on any related tables and fields to
download the desired work orders and associated data. For example, DataSplice could query
on Assignment Code and Status in the Work Flow tables, to determine which work orders to
download.
DataSplice uses a “searchable” property on fields to determine which fields’ users can include
in filters. This means any number of fields may be available to the user. Only DataSplice
Administrators can modify the “searchable” property.
27
The system must support Work Order
Attachments
Depending on the nature of the operating system (with Windows 7 being most robust, and
Windows Mobile 5 being less robust), DataSplice may be configured to review, process and
upload attachments from Maximo to the Mobile system and from the Mobile system to
Maximo, including images, Word Documents, PDF files, and any other file type handled by
Maximo.
28
The system must allow for the creation
New Work Orders
The user need only click the Create New Record button to insert a new work order. The
DataSplice standard application also provides a standard capability to Create Child Work
Order, nested within the original work order. It does so by automatically copying relevant fields
to the new record. See the following illustration under “Follow-up Orders.”
29
The system must allow for the creation
Follow-up Work Orders
The user clicks on the New Work Order in the Actions menu and then selects the Type of
work order (New or Follow-up).
Data is be copied from the parent work order, according to the specifications agreed upon at
the time of implementation.
30
The system must provide a User/Date
Stamp.
DataSplice defaults the values of all appropriate fields accordingly. For example,
REPORTEDBY, REPORTDATE, MODIFYBY, MODIFYDATE, etc. are updated automatically
based on the login name and timestamp on the handheld.
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Technical Requirements Page 4
Work Orders and Inspections
31
The system must allow for the entry of
Descriptions and/or Long Descriptions
Work Order Descriptions and Long Descriptions are available to view and edit as part of the
default settings for the COTS DataSplice configuration. See the following screen illustration.
32
The system must provide a field for
work order Status
The Status field is available as part of the standard DataSplice configuration. See screen
illustration below.
33
The system must provide a field for
Work Types
The Work Types field is available as part of the standard DataSplice configuration.
Work Types such as Emergency Maintenance, Corrective Maintenance and Preventative
Maintenance, etc.
34
The system must provide the ability to
assign work orders
The Supervisor and Lead Craft fields are available as part of the standard DataSplice
configuration.
35
The system must allow for the ability to
assign Target Date Information
The Target Start and Completion fields are available as part of the standard DataSplice
configuration.
36
The system must allow for the ability to
assign Asset Information
The Equipment, Location ID, Description, and Long Description fields are available as part of
the standard DataSplice configuration.
37
The system must allow multiple ways to
support screen navigation
DataSplice supports this navigation. DataSplice can be easily configured to support any
number of screen navigation options, including Specifications, Work Order History, and
Assigned Work Order.
38
The system must allow for the ability to
search based on location
The Location filter (list of locations) can be easily configured to support searches based on
any number of defined attribute and field values. For example, the Location filter could be
initially displayed starting with a user’s default work location.
The Administrator can easily set permissions for a specific user to view and edit these fields.
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Technical Requirements Page 5
Work Orders and Inspections
39
The system must provide the ability to
enter actual labor
By default, actuals are recorded as they would be in Maximo. Information includes: Labor
Code, Start Time, Finish Time, Start Date, and Finish Date. Configuring DataSplice to reflect
the customer’s business processes is part of our standard business solution. It’s a simple and
straightforward process to modify which data elements are presented to the handheld user for
viewing and editing.
40
The system must provide the ability to
automatically populate actual times and
dates of work
The functionality of entering time manually or using the date/time stamp is available as part of
the standard DataSplice configuration.
41
The system must provide the ability for
the User to insert:
1. New Measurement Value
2. New Measurement Date & Time
Off-the-shelf, DataSplice supports the entry of “New Measurement” values and automatically
sets the timestamp of the Measurement Date. However, the “Measurement Date” field could
easily be made visible and editable by the user. See the following screen illustration.
42
The system must provide the ability to
sort Work Orders
The system must provide the ability to
define asset access information and
special access conditions
The system must provide the ability to
alert users to Safety and Asset
Conditions which may impact their work
The system must have the ability to
read, apply and/or save lock out/tag out
information
Provide the ability to sort and filter work orders by priority, location, relevant physical asset
attributes, defined special access conditions
Defined asset access information (e.g. no parks required, customer notification required, bus
stop, hazardous work area, etc.) shall be clearly visible and sortable. Special asset access
conditions (e.g. overland details, customer details, etc.) shall be clearly visible and sortable
DataSplice can alert workers to safety and permitting conditions, as well as any other known
hazards. DataSplice can alert workers to special asset conditions (e.g. pressure limit,
maintenance/testing restrictions, compromised condition) shall be clearly visible
43
44
45
DataSplice provides Lockout/tag out functionality which can be configured to the specific use
case of the user and equipment. The functionality of viewing lock-out/tag-out information for a
specified piece of equipment or work order is available as part of the standard DataSplice
configuration.
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Technical Requirements Page 6
Work Orders and Inspections
46
The system must have the ability to
reference Hazard/Precaution Info
The functionality of viewing hazard and precautionary information for a work order is available
as part of the standard DataSplice configuration. See the following screen illustration.
47
The system must have the ability to
display Work Order History
The system must have the ability to
display Inspection History
DataSplice provides access to full work order history for assets on assigned work orders
48
49
50
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53
54
55
56
The system must have the ability to
enter Condition Readings
The system must have the ability to
enter Meter Readings
The system must have the ability to
attach and retrieve Attached
Documents
The system must have the ability to
view and perform duties against task
lists
The system must have the ability to
view, create and work Follow up work
orders
The system must have the ability to
issue parts from truck/mobile
warehouse
The system must have the ability to
define and/or perform routes and
rounds
The system must have the ability to
perform Failure Code Reporting
DataSplice provides access to most recent condition inspection details available for assets on
assigned work orders. The amount of data downloaded may be configured by the
administration client.
DataSplice provides the ability to enter condition readings and to see the most recent reading
for the same point.
DataSplice provides the ability to enter meter readings and other observations for multiple
assets on a single work order and/or for all child work orders from the parent without having to
explicitly start/stop each child work order.
DataSplice provides the ability to attach photos and other documents to a work order. The
ability to read said documents may be contingent on the hardware used.
DataSplice provides the ability to indicate that multiple actions were performed - including
tasks and/or distinct work orders.
DataSplice provides the ability to report from a work order that multiple follow-up actions are
required, and can create service requests/work orders, unrelated to the assigned work order
and for assets unrelated to the assigned work order.
DataSplice provides the ability to issue parts to a work order from truck stock
Routes and rounds can be defined in a specific order to optimize the order in which items are
inspected.
The ability to update failure codes as set up in Maximo, and enter failure remarks or a work
order long description is available as part of the standard DataSplice configuration.
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Technical Requirements Page 7
Work Orders and Inspections
57
The system must have the ability to
view and edit the Asset Master
Asset, Location, Failure Codes, Description, Model Number, Serial Number, Status, and
Manufacturer are included in the standard, off-the shelf DataSplice configuration. Editing
and/or access to this information can be limited based on user permissions
Please note that in Maximo 6.x, EQNUM is renamed ASSETNUM. All Asset master
information is available through the DataSplice application.
58
The system must have the ability to
view and edit planned labor
The DataSplice application displays a list of Planned Labor by work order or task The ability to
edit may be based on user permissions. See the following screen illustration.
58
The system must have the ability to
view and edit planned materials.
DataSplice displays a list of “Planned Items and Tools” and provides a checkbox that lets
users classify an item as being “used.” When combined with the Quantity field, the checkbox
issues the checked item, in the specified quantity, to the associated work order. See the
following screen illustration.
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Technical Requirements Page 8
Work Orders and Inspections
60
The system must provide Spare Parts /
Sub-Assembly Views, including the
ability for the User to view the Part
Number and Part Description for the
listed EQNUM, or filter on the Item
Number to show where it is used:
DataSplice lets users query on spare parts by Asset number, which provides a spare parts list.
Or, users can query by item number to see a list of “where used” asset numbers. See the
screen illustration below.
61
The system must provide the ability to
view Work Orders & PM information for
current asset
General work order and preventative maintenance information is available as part of the
standard DataSplice configuration.
62
The system must provide the ability to
view and/or enter Meter Readings
Please note that in Maximo 6.x, EQNUM is renamed ASSETNUM. All these fields are
available as part of the standard, off-the-shelf DataSplice configuration.
63
The system must provide the ability to
view Asset History
The functionality of viewing past work orders for a specified piece of equipment or location is
available as part of the standard DataSplice configuration.
64
The system must provide the ability to
view Safety Plans
The functionality of viewing safety plans for a specified piece of equipment or work order is
available as part of the standard DataSplice configuration.
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Technical Requirements Page 9
Work Orders and Inspections
65
Work Flow
Work Orders in offline mode
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Technical Requirements Page 10
Inventory
Mobile Requirement
DataSplice Confidential Response
66
The system must have the ability
to issue and/or return tools to
inventory.
The functionality of issuing and returning inventory items is available as part of the standard
DataSplice configuration. Users can perform searches based on item number and description, as
well as other fields. Tracking assets such as tools can be tracked against different criteria, such as a
user or crew, a work order, or location.
67
The system must have the ability
to update inventory items in real
time.
The functionality of updating inventory items “on the fly” is available as part of the standard
DataSplice configuration. This is most appropriate with an online wireless configuration, where the
updates are committed immediately.
68
The system must have the ability
to check availability of items in
real time
The functionality of checking items in the inventory system is available as part of the standard
DataSplice configuration. See the screen illustration.
69
The system must have the ability
to create new item numbers and
populate all relevant item
information. (E.g. Bin number,
quantity, stock type, etc.)
The functionality of creating new items and automatically populating the Bin Number, Quantity, and
Stock Type fields requires some configuration in the standard DataSplice product. If these fields are
only to be manually populated, that capability already exists in the standard product.
70
The system must have the ability
to create new locations & bins.
The functionality of updating and creating new locations is available as part of the standard
DataSplice configuration. The ability to create new bin locations is provided by the Inventory
Transfer or Receive from Purchase Order screens. See the following screen illustration.
71
The system must have the ability
to perform PO inventory receiving
activities, and the ability to update
related inventory item quantities
accordingly.
The functionality of performing Purchase Order receiving activities and updating related inventory
items is available as part of the standard DataSplice configuration.
72
The system must have the ability
to perform physical counts
73
The system must have the ability
to issue reserved material.
The system must have the ability
to issue and/or transfer rotating
spares and other assets.
Physical Counts – Standard functionality allows end users conduct standard counts by store or bi.
The ability to sort your inventory for counting by location, ABC list, etc. and know what items are
remaining to count if pulled away on other tasks is standard functionality.
Issue reserved material – Can be accomplished by the
Inventory Specialist or the End User completing a work order.
Issue and/or transfer rotating spares and other assets. – DataSplice supports rotating assets. These
allow the user to specify the related asset information when entering transactions. In addition,
search screens can be set up based on the asset number to find the associated spare items if
needed.
For items that cannot be entered via scanning,
the user has the ability to select from predetermined dropdown fields or enter data directly into the
field. At a minimum, the fields available would include storeroom, general ledger (GL) account code,
or work order number. The display can be sorted by selecting a column upon which to sort.
Transferring items between a single storeroom
or between storerooms is supported as a standard DataSplice function.
74
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The system must have the ability
to input selected fields from either
a selection or a dropdown box.
76
The system must have the ability
to transfer items between
locations in a single storeroom or
between storerooms.
The system must have the ability
to update an item's physical count
while at the same time receiving
the item.
77
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The system must have the ability
to issue and return items against a
selected work order.
79
The system must have the ability
to create a new bin from the
mobile device.
The system must have the ability
to assign asset numbers on
selected items during
80
The software can be configured to allow the ability to update an
item’s physical count while receiving the item. It would be important to be explicit about whether the
count includes the amount received or not.
Items can be issued against a work order, or reserved in the case of PMs (i.e., filter replacements,
etc). DataSplice has standard support for issuing material to a work order. Items can be issues
individually, or with some configuration, DataSplice can be setup to execute a select all on reserved
material for the specified work order. Returning items, whether originally issued against a work order
or GL account is supported as a standard DataSplice feature.
DataSplice can provide the ability to create a new bin from mobile device. The default view
behavior, in DataSplice allows users to receive to new bin locations. As a result, the new bin is
created in inventory with the balance being set to the amount received to that new bin.
The ability to assign asset numbers on selected items during is not out of the box functionality, but
can be configured. This is typically a 2 step process where DataSplice has assumed the secondary
steps will take place in Maximo. (i.e. the actual assigning of asset number to equipment that is being
received). This would require a specialized plug-in and views
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Application Requirements Page 11
Service Requests
Mobile Requirement
81
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The system must have the ability
to perform service requests
The system must have the ability
to associate requests with a
requester and other information
The system must have the ability
to track service requests
The system must have the ability
to assign status
The system must have the ability
to prepopulate information
The system must have the ability
to have a single work order
reference to multiple service
requests
DataSplice Confidential Response
DataSplice provides mechanism for service request information to be captured and tracked.
DataSplice allows service requests to be associated with the requestor along with contact
information such as address and phone number or added as anonymous Additional fields may be
required to detail user requirements.
Tracking of requestor history by generating a list of all service requests from a specific requestor is
standard functionality.
The status of a request (for example: initiated, assigned, completed) is standard functionality.
Information regarding the responder is automatically entered when initiating a response to an SR.
A work order can be related to multiple service requests.
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Application Requirements Page 12
Technical Requirements
Networking and Connectivity Information
Mobile Requirement
87
The system must support on
line, off line and mixed
connectivity
DataSplice Confidential Response
DataSplice technology provides a unified, simple interface for a variety of mobile scenarios for use in
real-time (wireless), batch (offline) and mixed modes. DataSplice clients can communicate with the
server over networks that provides TCP/IP connectivity, including: WIFI 802.11b/g/n; WWAN: cellular
radio; Ethernet; ActiveSync.
When the system is wirelessly connected, real-time synchronization occurs by default when the user
presses the Save button. Synchronization can be set to occur automatically when the user moves to a
new record or to a new line item in the existing record.
DataSplice is fully compliant with Windows devices operating in a wireless condition. If wireless
coverage is “spotty,” DataSplice recommends that the system be set up in batch (offline) mode. This
will force a download of all the required data to the handheld. Whenever the user is in a “hot spot,” the
user can go to the File menu and select Synchronize with server to automatically upload his or her
current work and download any new information.
When the handheld is placed into a docking station on the network, the batch synchronization process
first commits any changes made offline by the user. This proceeds in the order the changes were
initially made on the handheld.
When wirelessly attached, real-time synchronization occurs by default when the user presses the
Save button. Synchronization can be set to occur automatically when the user moves to a new record
or to a new line item in the existing record.
When the handheld is placed into a docking station on the network, the batch synchronization process
first commits any changes made offline by the user. This proceeds in the order the changes were
initially made on the handheld.
Because only changes are synchronized, performance increases greatly.
At the start of an offline session, Maximo determines the data to be available offline. It does so through
a set of queries. These queries can be customized per user or group to fetch only the data necessary
for a particular maintenance application.
The DataSplice server manages the data downloaded to the handheld.
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Describe possible bottlenecks
that could impact performance.
System must support
connecting over multiple
networks and/or connectivity
options
With offline configurations, if many DataSplice users synchronize simultaneously, saturation may occur
with slower networks.
Staging synchronizations to reduce the number of active devices at any given time can help prevent
this saturation.
DataSplice clients can communicate with the server over any network that provides TCP/IP
connectivity.
WIFI: 802.11b/g/n.
Wireless WAN: CDMA, GPRS, GSM, etc. Cellular data and voice services are provided directly by the
regional or national cellular service providers.
Ethernet: typically provided through the device docking station.
ActiveSync or Windows Mobile Device Center: usually through a USB connection with the docking
station.
All of these connection options can be used both online and offline.
DataSplice supports all connections that provide a TCP TCP/IP port, which is 4100 by default.
Because this is the only port involved, it is very easy to setup firewalls and routing between the clients
and the server. Network security should be provided by a VPN or similar technology that secures
network traffic between two endpoints.
90
Define the system’s network
bandwidth requirement.
DataSplice software uses a compact binary data protocol. Therefore, the performance is typically the
same even on low-bandwidth wireless networks.
Only when large amounts of information are transferred (for example, during batch data
synchronizations), will application performance degrade on slower networks.
If used exclusively in real-time mode, these synchronizations never need to occur, so application
performance is consistent regardless of the network speed.
91
Does the system support
synchronization method via
USB (ActiveSync).
Microsoft ActiveSync has a pass-through feature that provides network connectivity to handhelds that
are cradled or docked to a workstation via USB. These connections allow communication with the
DataSplice server, if the workstation is on a network that accesses the server.
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Networking and Connectivity Information
92
Describe how the system
provides server authentication
DataSplice has a built-in authentication system that handles the default administrator user and can be
used to define additional accounts if needed. Authentication modules for accessing Active Directory
and Maximo accounts are also available.
93
Does the system work in a
secured network environment
/VPN
DataSplice has been successfully deployed in a secure VPN environment using a system such as
Columbitech for the wireless infrastructure
94
The system must be able to
connect wirelessly and/or use
hot spots
The network need not be confined to selected areas. Wireless networks can be used to: (a)
synchronize offline data in the field in hot-spot configurations, or (b) provide a persistent connection
that supports real-time data access. In the latter case, wireless connectivity must be available
wherever the user needs to work.
95
Describe how the system
maintains data security
DataSplice does not maintain separate database information; it accesses the information through
Maximo. All Maximo permissions and restrictions are respected. No security measures, beyond the
Maximo security protocols, are needed. Security of the data is a function of the device, Maximo and
the customer’s network architecture.
96
Describe the system’s offline
functionality synchronization
process.
The synchronization process first commits any changes made offline by the user, in the order the
changes were initially made on the handheld. Afterwards, the data needed offline is calculated by the
server and transferred to the device. This process only synchronizes the changed data, which greatly
increases performance because typically the majority of offline data is already cached. The data
available offline is determined by a set of queries, which can be customized per user or group to fetch
only the data needed by a particular account.
97
System must allow access to
data outside of Maximo in a
manner that seamless to end
user.
Most data access in DataSplice is performed using the ADO.NET database access library. This
supports accessing data in a relational database (such as SQL Server and Oracle) using SQL
statements to define the structure of the information. This means that additional Views can quickly be
added that access information in other tables, either in Maximo or other databases.
In addition, DataSplice has a plug-in architecture that allows .NET modules to be developed that
provide access to other data sources. This supports a wide range of systems, including calling third
party APIs, Web Services, etc.
All views are accessed through the remote device in the same way, so a single application can easily
present data that comes from multiple backend systems to the user.
98
Describe the process of
uploading and downloading
data between Maximo and
devices
DataSplice commits all transactions through the Maximo Business Objects (MBOs) provided by the
Maximo application server. This means all business rules are processed the same way as when
accessing data through the Web front-end.
99
Describe the methodology to
access a Maximo database.
Data is queried directly from the Maximo database by running SQL statements, using the ADO.NET
database access library. This supports native clients for both Oracle and SQL Server connections. As
a result, you get high performance and access to the advanced features supported by the database.
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Architecture and integration into Maximo
Mobile Requirement
100
Provide an explanation of the
system architecture and
integration into Maximo
DataSplice Confidential Response
DataSplice is a client-server application with a Remote Client application that connects to the
DataSplice Server over a network connection. The server performs all data operations, so the client
applications never directly access the backend data sources.
The server uses its ADO.NET data source plug-in to query information from the Maximo database,
which uses SQL statements to define what is displayed to the user. Both Oracle and SQL Server
instances of Maximo are supported. Note: This means the DataSplice server directly accesses the
database in real-time, rather than storing information in a separate database and synchronizing it at
intervals.
A business rules layer processes all modifications made by the user. The layer handles validation and
protects data integrity.
For Maximo 5.x -7.x, the Maximo Business Object (MBO) layer is used. In this case, DataSplice uses
the same code used by the Web application. This means transactions are the same regardless of the
application used to commit them.
The MBO layer also enforces security restrictions in the same way, as though the changes were made
through a Web browser.
DataSplice utilizes Maximo’s MBOs to validate and pass information from the device to the server. No
tables or triggers are added to the database for a standard Maximo integration. DataSplice uses a low
footprint server to validate rules and pass information between the end user and Maximo. The MBO
layer also enforces security restrictions the same as if the changes were made through a web
browser. See following diagram .
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101
102
Describe the features of each
core component of the system
The Core Platform of the DataSplice Mobile Integration Suite is comprised of several different
components: the DataSplice Server, the DataSplice Administration Client, and the DataSplice
Remote Client. DataSplice technology also provides a unified, simple interface for a variety of
mobile scenarios for use in real-time (wireless) and batch mode (offline).
The DataSplice Server performs most of the "heavy-lifting" for the application. This include
managing and storing the mobile solution configuration, brokering database queries from remote
clients to the correct data source, constructing offline sets of data for individual users, etc.
The Administration Client connects to the server to define and maintain the system configuration.
This involves defining the views of data that are available to users, the permissions for various
users and groups, and other settings.
End users use the Remote Client (on handhelds, laptops, etc) to access the configuration defined
by the server, and perform available tasks.
103
Describe how the system
interacts with multiple Maximo
instances
Different Maximo applications are modeled as separate views in the DataSplice configuration.
These views can reference each other (for instance viewing asset information in the work order
screens) and all are presented to the user through the same interface. As part of the configuration
process, views are typically arranged in terms of the work processes they support, and the user
does not need to know which underlying Maximo applications are being used.
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104
The system should be able to
reside on the same server as
Maximo
The DataSplice Server can reside on the same server as the Maximo server. No additional
equipment is required. DataSplice will work in a clustered environment. If a large number of users
will be synchronizing at any given time, a separate server and/or VM may increase performance
105
Define the procedure to integrate
Maximo patches
In general, Maximo patches simply require that the DataSplice server is restarted in order to use
any code changed by the patch.
106
How does your system address
potential Maximo Upgrade Paths
The default DataSplice packages are designed to work as similarly as possible with the different
Maximo versions. All base functionality is available for all versions of Maximo. Future versions of
Maximo will be accommodated in the same manner.
In general, Maximo patches simply require a restart of the DataSplice server to use any code
changed by the patch.
107
Describe the system support of
hierarchical data structures (e.g.
Location, Asset & Failure codes.)
The default DataSplice views for the Maximo tables’ support navigating and displaying hierarchical
information in the data. These hierarchical data structures consist of self-referential queries that
enable the user to move up and down the data hierarchy.
108
Describe how the system
supports log in and group
membership data access
DataSplice inherits all permissions from Maximo. In addition, the administrator may assign
individual users to specific groups. Each group is given permissions to view only specific data. The
administrator also defines which data the group members can modify. As a result, when the user
logs on he/she only has permission to access and modify specific data.
109
Describe the role of system
support as it pertains to the
system administrator
The Administration Client is used to define the configuration available on the DataSplice handheld
units. This configuration can be performed by System Administrators, and does not require any
advanced programming skills. For security purposes a separate role can be configured for the
Administrator to access the Administration Client.
110
Explain the disposition of the
application source code
DataSplice provides a Commercial-Off the Shelf (COTS) core product and in addition, pre-existing
work (Maximo-related views and plug-ins) that will be changed to meet the needs of the
Customer. The changed, pre-existing work becomes a “Derivative Work.”
DataSplice will provide the Customer the “Derivative Work” source code and grant the Customer
the rights to use the source code to prepare additional derivative works.
111
The administrator must be able to
configure screens viewed by the
end user
The Administration Client can be used to define all the screens and processes presented to the
user in DataSplice. The configuration is automatically pushed out to the clients when they connect,
so this process can be used to rapidly prototype new functionality.
DataSplice staff will initially configure the various screens to reflect the customer’s working
procedures. The customer’s DataSplice Administrator can easily accomplish future modifications to
these screens through the Administration Client.
112
The system must provide the
ability to change navigation
structures and/or paths
As part of the installation DataSplice will set up navigation to reflect the Customer’s business
practices. The Administrator will be able to make future modifications from the Administration
Client.
113
The System must allow for the
use and/or populating value lists
and drop-downs
Value lists for drop-downs in the DataSplice application are available on the handheld device. The
value lists and drop-downs are driven by dynamic queries for the associated data in Maximo
(VALUELIST table, etc.).
114
The System must allow for
filtering and querying of
information by multiple fields
The DataSplice search screen allows multiple field queries. While building the application,
DataSplice configures the most probable fields as a part of the standard search for each
application. The user, however, always has access to other field searches from a drop-down menu
on the search screen.
DataSplice also has a query editor that supports setting up complex queries within the Application
Server.
115
Describe any limits to record
availability
The number of records that can be managed are virtually unlimited. In real terms, this is limited only
by the storage capacity or memory of the handheld device. Given enough storage capacity,
DataSplice software will manage the same number of entries that Maximo contains, though
performance may be affected
116
Describe how much data can be
stored offline and still maintain
performance
DataSplice uses SQL Server (Microsoft SQL Mobile for handheld devices, SQL Server Express for
tablet and desktop machines) to store offline data. The performance is dependent on the device
storage and processor speeds. This provides a full-featured, high performance database for
performing offline queries. Typical installations easily have hundreds of work orders and tens of
thousands of support records (equipment, locations, etc) with equivalent performance to online
operation.
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117
Describe system precautions
related to protecting programs
and data in the event of device
failure
We recommend that all the handhelds be equipped with at least a 1 GB SD card to protect the data
in the event of the battery losing all its charge. DataSplice software is installed on the SD card by
default when provisioned.
DataSplice provisioning software provides automatic updates and will auto-repair any broken
DataSplice client installation. The provisioning software can automatically notify users that updates
are available and perform the upgrades without involving an administrator. Other products require
that an administrator discern which software need to be repaired or updated and manually
download the patches and updates. He then must repeat this process for each device. The
DataSplice provisioning software does this automatically.
118
System must provide messages
in the event of transmission
errors.
Error messages are displayed to the end user, including messages from the Maximo system. The
user can then correct any problems and commit the changes again.
119
The system should support a
unique sign-on per user
DataSplice only supports one active session on a handheld at any given time. However, a user
can access all the applications for which they have been granted access from a handheld.
All applications use a single client interface, which facilitates end-user training and use. In addition,
screens (views) from one application can be readily configured into other applications with only
minor changes.
The DataSplice Remote Client interface provides access to all of the configured mobile screens,
based on the user’s login and Maximo permissions.
120
The system should provide
application support for conditional
events
DataSplice can be configured to perform actions, such as sending email to a team lead or by
calling an external application like Crystal Report Writer to generate a report, etc. in response to
conditional events when saving data. The conditional statements use a simple syntax similar to
SQL logical clauses and can reference any of the data in the record being modified.
121
Describe how the system handles
data conflict and their resolution
Each field in a view has a setting that controls whether data should be checked for conflicts prior to
committing a transaction. This gives the Administrator the ability to control the situations where
conflicts may be generated.
When a conflict is detected, an error message appears, presenting the user with relevant data for
modification. This allows the user to resolve the issue and then commit the data.
122
They system must allow a
predetermined subsets of data
downloaded based on user login
The Administrator assigns individual users to specific groups that can be as large or as small as
necessary. The group is then given permissions to view only specific data, download only specific
subsets of records, and view only specific screens.
The Administrator also defines which data the group members can modify. As a result, when the
user logs on, he or she only has permission to access and modify specific data.
123
The system must support multiple
time zones
DataSplice can support users working in different time zones on a single server. The DataSplice
Server calculates the time zone offset between a remote device and the server, and can use this to
automatically change data sent to and received from the device for date fields. By default, no
modifications are made, but individual fields can be configured to be adjusted if desired.
In addition, when connecting to the Maximo MBO layer, DataSplice supplies the correct time zone
offset so Maximo date operations are performed correctly.
124
Describe how the system support
software distribution and updates
DataSplice provides a provisioning service. The service rapidly installs DataSplice and other
required software on each of the customer’s handhelds. In addition, this service pushes out
upgraded versions and repairs installation problems automatically.
Without this service, network administrators would have to physically touch each handheld
individually, detect the specific problem, download the repair, and then repeat the process for the
next handheld.
125
List the systems supported bar
code Formats.
DataSplice software recognizes any barcode recognized by the hardware. The device
configurations include 1D, 2D, and Area Imager capability to read whatever bar code the end user
requires. Formats include, but are not limited to: code 11, code 39, code 49, codes 128
A/B/C/UCCC, Codabar, UPC A/E, EAN-8/13 and PDF 417.
126
Describe the software handling of
barcodes scanning with regards
to entering data into fields,
displaying matching data, etc.
DataSplice provides the ability to scan barcode data into any text field in the application. For
example, if the Item field is highlighted on the current record, the user can scan an item barcode
and the value will be updated. Alternately, screens can be configured to automatically perform
searches or other actions in response to a scan event. i.e, the Inventory screen could be configured
to automatically display the record matching a scanned item number, regardless of the currently
selected field.
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Operating System
Mobile Requirement
127
List the supported operating
systems
DataSplice Confidential Response
Currently, DataSplice supports the following OSs





Microsoft Windows XP (Home or Professional) service pack 2 +
Microsoft Windows Server 2003 family
Microsoft Windows Vista
Microsoft Windows Server 2008 family
Microsoft Windows 7
In addition DataSplice offers the ability to run on Droid and iOS, with limited functionality, including
restricted modifications and online only capabilities. This functionality will greatly expand with the
next release of DataSplice, currently under development
128
129
130
131
List the system’s server hardware
specifications
The following are the minimum requirements:




Processor: 1 GHz or faster
Memory: 512 MB RAM (1 GB or more recommended)
Available Storage: 250 MB (1 GB or more recommended)
The DataSplice Server does not require a dedicated machine. It can be run on a server that is
running other applications.
Describe if the system is able to
take advantage of multi-processor
hardware
The DataSplice server uses multiple threads to process client connections, which can lead to
improved performance in certain scenarios.
List any software required for
server


Microsoft .NET Framework version 2.0.

Oracle ODP.NET provider 11.1 for Oracle 9, 10 and 11 -only required if the Maximo database
is Oracle.
Define fault tolerance and
scalability features
As most of the operations are IO-bound, the DataSplice server typically does not benefit from
having more than two available processors.
Oracle ODP.NET provider 10.2 for Oracle 8.1.7 (32-bit support only) - only required if the
Maximo database is Oracle.
The DataSplice Server does not run on an application architecture that directly supports failover or
clustered installations. However, DataSplice directly accesses the backend services of Maximo, so
it can take advantage of performance improvements of those services.
If running on a VMware environment, checkpoints can be used to quickly restore a DataSplice
environment to a known state.
132
How does the system defend
against a single point of failure
Configuring DataSplice EAM CMMS to work in an offline mode may be more fault-tolerant as users
are still able to perform work when any backend systems are unavailable. Another strategy is
utilizing a backup hardware server.
133
Describe how the system
provides protection against
potential bottlenecks which may
impact performance
The DataSplice server acts as a proxy to the back-end Maximo database and application servers,
and does not perform intensive processing itself. Therefore, in most scenarios the performance of
these target systems has the greatest impact on throughput in DataSplice.
134
The system should allow for
application monitoring
The Administration Client monitors the application activities. The Administrator also uses it to
configure existing views, create new views, control user access, and define queries. This allows the
Administrator to monitor and revoke user sessions running both online and offline.
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