EAM: Using Mobile - Learning.Infor.comlearning.infor.com/production/vLab/EAM10/IEN0005/IEN0005.pdf · Lesson 4: Using Mobile for ... You must install and configure messaging services

EAM: Using Mobile Training Workbook

EAM Version 10.1.2 July 02, 2014

Course Code: 01_0031010_IEN0005

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Legal notice

Copyright 2014 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. www.infor.com.

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Table of contents Table of contents .................................................................................................................................. i About this workbook .............................................................................................................................iii Course overview ................................................................................................................................. iv Course description and agenda ............................................................................................................ v

Lesson 1: Installing EAM Mobile........................................................................................................... 1 Setting up messaging services ............................................................................................................. 2 Specifying setup options ...................................................................................................................... 3 Setting up security................................................................................................................................ 5 Setting up mobile devices................................................................................................................... 10 Setting up data collection menus ........................................................................................................ 11 Installing EAM Mobile ......................................................................................................................... 15 Setting up users ................................................................................................................................. 18 Check your understanding.................................................................................................................. 23

Lesson 2: Basic procedures for using Mobile ................................................................................... 24 Starting Mobile ................................................................................................................................... 25 Navigating Mobile .............................................................................................................................. 27 Using fields and lists in Mobile............................................................................................................ 30 Creating electronic records and signatures ......................................................................................... 40 Configuring screens ........................................................................................................................... 42 Synchronizing data............................................................................................................................. 46 Important tips for usage...................................................................................................................... 58 Check your understanding.................................................................................................................. 59

Lesson 3: Using Mobile for work orders ............................................................................................ 60 Work order teams .............................................................................................................................. 61 Managing work order activities ........................................................................................................... 62 Booking hours .................................................................................................................................... 74 Managing work order parts ................................................................................................................. 77 Viewing work information ................................................................................................................... 84 Check your understanding.................................................................................................................. 89

Lesson 4: Using Mobile for equipment ............................................................................................... 90 Using meters in Mobile ....................................................................................................................... 91 Viewing equipment in Mobile .............................................................................................................. 94 Check your understanding.................................................................................................................. 99

Lesson 5: Using Mobile for materials ............................................................................................... 100 Inventory terms ................................................................................................................................ 101 Counting inventory ........................................................................................................................... 102 Issuing and returning parts ............................................................................................................... 104 Check your understanding................................................................................................................ 108

Lesson 6: Using Mobile for inspections ........................................................................................... 109 Inspection terms............................................................................................................................... 110 Ad hoc inspections ........................................................................................................................... 111 Route inspections ............................................................................................................................ 114 Check your understanding................................................................................................................ 118

Lesson 7: Barcoding ......................................................................................................................... 119 Preparing EAM Mobile for Barcoding ................................................................................................ 120 Navigation and user interface ........................................................................................................... 122 Creating label templates................................................................................................................... 129 Specifying server settings................................................................................................................. 133 Printing Barcode labels .................................................................................................................... 135 Check your understanding................................................................................................................ 140

Course summary ............................................................................................................................... 141 Check your understanding................................................................................................................ 142

Appendix A: Calibration management .............................................................................................. 143

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ii Course Introduction 2014 Infor Education

Overview.......................................................................................................................................... 144 Entering calibration results ............................................................................................................... 145 Entering calibration standards .......................................................................................................... 147 Viewing loop instruments for a work order ........................................................................................ 148

Appendix B: Working with standard web-service prompts ............................................................. 149 Using the configuration import utility ................................................................................................. 150 Working with standard prompts ........................................................................................................ 151

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EAM: Using Mobile Training Workbook iii 2014 Infor Education

About this workbook Welcome to this Infor Education course! We hope you will find this learning experience enjoyable and instructive. This Training Workbook is designed to support the following forms of learning:

Classroom instructor-led training Virtual instructor-led training

This Training Workbook is not intended for self-study or as a product user guide.

Activity data

You will be asked to complete some practice exercises during this course. Step-by-step instructions are provided in this guide to assist you with completing the exercises. Where necessary, data columns are included for your reference.

Your instructor will provide more information on systems used in class, including server addresses, login IDs and passwords.

Reference materials

EAM Mobile reference materials are available from the following locations:

Infor Xtreme

Symbols used in this workbook

Hands-on exercise (Exercise)

For your reference

Instructor demonstration (Demo)

Your notes

Scenario

Question

Note

Answer

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iv Course Introduction 2014 Infor Education

Course overview This course introduces participants to the EAM Mobile application.

Course length

4 days

Course goal

Provide an introduction to EAM Mobile.

Learning objectives

Upon completion of this course, you will be able to:

Describe the installation process for EAM Mobile. Explain basic procedures for operating EAM Mobile. Describe the process for receiving and updating work order information using EAM Mobile. Explain how to enter meter readings and view other equipment information. Identify how to manage stock levels with Mobile. Explain how to modify inspection results recorded during equipment maintenance. Describe how to prepare EAM for barcoding. Identify navigation associated with the user interface for barcoding. Explain how to create label templates for barcoding. Specify server settings for use with barcoding. Describe the barcoding printing process. Explain how to use the standard set of prompts for EAM from the configuration import utility.

Audience Customer User System Administrator Pre-Sales Consultant Business Consultant Technical Consultant Support

System requirements EAM 10.1.2 Training Environment

Prerequisite knowledge Familiarity with EAM

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EAM: Using Mobile Training Workbook v 2014 Infor Education

Course description and agenda The purpose of this course is to introduce participants to the Mobility application as part of EAM. This training is applicable for the following Infor EAM version(s): 10.1.2 and all previous versions. This course is a four-day, instructor-led course. (Course code: 01_0031010_IEN0005).

Lesson Lesson title Learning objectives Estimated time

Course overview Review course expectations. 30 minutes

Lesson 1 Installing EAM Mobile

Describe the installation process for EAM Mobile.

5 hours

Lesson 2 Basic procedures for using Mobile

Explain basic procedures for operating EAM Mobile.

5 hours

Lesson 3 Using Mobile for work orders

Describe the process for receiving and updating work order information using EAM Mobile.

4 hours

Lesson 4 Using Mobile for equipment

Explain how to enter meter readings and view other equipment information.

2 hours

Lesson 5 Using Mobile for materials

Identify how to manage stock levels with Mobile.

3 hours

Lesson 6 Using Mobile for inspections

Explain how to modify inspection results recorded during equipment maintenance.

2 hours, 30 minutes

Lesson 7

Barcoding

Describe how to prepare EAM for barcoding.

Identify navigation associated with the user interface for barcoding.

Explain how to create label templates for barcoding.

Specify server settings for use with barcoding.

Describe the barcoding printing process.

4 hours, 30 minutes

Course summary Debrief course. 30 minutes

TOTAL ESTIMATED TIME 27 hours

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EAM: Using Mobile Training Workbook 1 2014 Infor Education

Lesson 1: Installing EAM Mobile Estimated Time

5 hours

Learning Objectives

After completing this lesson, you will be able to:

Describe the installation process for EAM Mobile.

Topics Setting up messaging services Specifying setup options Setting up security Setting up mobile devices Setting up data collection menus Installing EAM mobile Setting up users

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2 //Lesson 1: Installing EAM Mobile 2014 Infor Education

Setting up messaging services To set up messaging services for EAM Mobile, first install and configure messaging services on the application servers, and then configure the server messaging services capacity as necessary.

Installing and configuring messaging services

You must install and configure messaging services on the EAM application servers for which the data synchronization between EAM Mobile and EAM occurs. Installing messaging services is part of the EAM server installation process.

Refer to "Installing Messaging Services" in Chapter 2: Infor EAM Installation (Oracle) and Chapter 4: Infor EAM Installation (SQL Server) of the Infor EAM Enterprise Edition and Asset Sustainability Edition Installation Guide for more information about messaging services.

Configuring the server messaging services capacity

The EAM installation sets the messaging service capability with a default setting. This setting may not be optimal depending on the balance between the number of users and the available bandwidth for each user. Change the default setting depending on your companys specific situation.

When downloading data to EAM Mobile, the load on the Infor EAM server can be significant, especially for initial downloads, where all data is extracted, formatted, and downloaded through EAM Mobile data downloading web services. If multiple EAM Mobile users will perform frequent, large downloads, configure the messaging services capacity on the EAM server to balance the need to quickly download data and continue serving other users, including non-Infor EAM Mobile users.

Follow these steps to configure the server messaging services capacity.

Step 1: Change parameters in the databridge_properties_advanced.xml configuration file. This file can be found in the depconfig subfolder of the InforEAM home folder.

You do not need to have a Databridge license to perform this task.

Step 2: Run the deployment process. Refer to the Infor EAM Enterprise Edition and Asset Sustainability Edition Installation Guide for more information.

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Specifying setup options

The Mobile Setup form is only available in Infor EAM Business Edition. If are using a version other than Business Edition, enable the audit trail and timeout features using the Install Parameters form.

Follow these steps to specify setup options.

Step Action

1 Start EAM.

2 Open the Mobile Setup form. The system displays the Options page.

3 Enter the EAM Mobile CD key. The corresponding installation parameter is 7IMCDKEY.

4 Choose one of the following options for the user-defined organization download: Yes Select to only download records associated with organizations selected by

the Mobile user on the Mobile organization configuration screen. No Select to only download records associated with the currently logged in

organization and all common organizations for which the user has access. The corresponding installation parameter is MOBORG.

5 Enable Audit Trails in Mobile. Select to enable audit trail on the mobile device. The system enables auditing for Mobile fields on which audits have been configured for the corresponding EAM field. The corresponding installation parameter is MOBAUDIT. When MOBAUDIT is enabled (and the Sync Profile used to download data to the mobile device has the new option to download audit trail triggers checked) insert, update, and/or delete audit records will be captured as defined in EAM. When viewing audit records in EAM, the system displays Recorded in Mobile if the displayed audit record was originally created in Infor EAM Mobile. The date/time displayed is the date/time from EAM Mobile.

6 Choose one of the following options for Equipment Safety Warning: Yes Select to have the system display a warning when safety equipment is added

to a work order. No Select to not have the system display a warning when safety equipment is

added to a work order. The corresponding installation parameter is SAFEWARN.

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Step Action

7 Choose one of the following options for Show Phy. Inventory Expected Qty: Yes Select to have the system display the expected quantity when a physical

inventory is performed. No Select to not have the system display the expected quantity when a physical

inventory is performed. The corresponding installation parameter is SHOWQTY.

8 Enter the number of minutes in the Mobile User Timeout field that allow user inactivity before the system logs out the current user. Leave this field blank to disable. The corresponding installation parameter is MOBTMOUT.

9 Click the Save button to save the record.

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Setting up security Before installing EAM Mobile, specify installation parameters, grant interface permissions to user groups, and grant work order authorization permissions to user groups.

Setting installation parameters

Before installing EAM Mobile, specify these installation parameters as necessary.

Parameter Description

ALDLOCAL Number of allowed local login attempts in Infor EAM Mobile

ALDNTWRK Number of allowed network login attempts in Infor EAM Mobile

TIMEINT Time (in minutes) for how long the user will be locked out of Infor EAM Mobile

Follow these steps to set installation parameters.

Step Action

1 Start Infor EAM.

2 Open the Install Parameters form. The system displays the List View page.

3 Select the installation parameter to set for EAM Mobile, and then click the Record View tab. The system displays the Record View page.

4 Enter the desired installation parameter details.

Granting interface permissions to user groups

Functions are defined in EAM and are used to control the group security of EAM Mobile. These functions need to be linked with user groups so that the functions will be downloaded to handheld devices. Enable or disable Infor EAM Mobile functions by setting the related Infor EAM function privileges in Infor EAM.

These functions are set up for the R5 group. If you need these functions for other groups, you must manually add the functions to the groups.

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If INSERT permission is granted for OCVGIS, the system enables the following menu items: Equipment GIS Map on WO List and Equipment GIS Map on Equipment List.

The following table lists all functions required by EAM Mobile and must be enabled on the Interface Permissions page of the User Group's form.

Function ID Function description Query Insert Update Delete

WCJOBS Infor EAM Mobile Work Order

WCCOMP Infor EAM Mobile Close Work Order

WCACTJ Infor EAM Mobile Work Order Activity

WCCOMM Infor EAM Mobile Work Order Comment

WCMATL Infor EAM Mobile Work Order Part

WCWOEQ Infor EAM Mobile Work Order Equipment

WCBKEV Infor EAM Mobile Book Labor

WCPROM Infor EAM Mobile Work Order Custom Fields

SCISSU Infor EAM Mobile Issue/Return Part

OCREAD Infor EAM Mobile Meter Reading

OCMETR Infor EAM Mobile Replace Physical Meter

SCPHYS Infor EAM Mobile Physical Inventory

ICMONT Infor EAM Mobile Ad Hoc Inspection

ICRSLT Infor EAM Mobile Route Inspection

WCCALI Infor EAM Mobile Calibration

BCSYCF Infor EAM Mobile Sync Config

BCSYPF Infor EAM Mobile Sync Profile

BCAUSY Infor EAM Mobile Auto Sync Configure

BCSCCF Infor EAM Mobile Screen Config

BEGDON Grid Data

BEGDOC Grid Data Cached

BEGHDA Grid Header and Data

WEJOBS Work Orders

WEACTJ Work Order Activities

WEWOEQ Work Order Equipment

WESCHD Scheduled Activities

WEPART Parts on Work Order

BECOMM Comments

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Function ID Function description Query Insert Update Delete

WEBOOK Booked Hours for Activity

SEISSU Issue/Return Parts

WEMTRR Meter Readings by Equipment

OEEQMT Meter usage definitions

BEDOCA Documents Associated

BECONN Connector Service

WEWOCL Calibration for Work Order

WESTDC Standard Used for Calibration of WO

SEPIVL Entering stocktake physical quantities

WEWOIN Work Order Inspections

OEGIMP View GIS Map

BEMOBD Infor EAM Mobile Data Download

BEMOBI Infor EAM Mobile Download Initialization

BEMOBP Infor EAM Mobile Download Preparation

BEDEVS Printer

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Before installing EAM Mobile, specify the EAM Mobile functions to which user groups have access and specify the permission levels for each function.

Follow these steps to grant interface permissions to user groups:

Step Action

1 Start EAM.

2 Open the User Groups form. The system displays the List View page.

3 Select the user group for which to grant interface permissions, and then click the Interface Permissions tab. The system displays the Interface Permissions page.

4 Select the function for which to grant permissions. The system displays the Function Permissions details.

5 Select one or more of the following options to determine the level of interface permissions for the user group: Query Select to allow users to retrieve records Update Select to allow users to update records. Users must have query

permission to update records If you do not select Update, users can still click on list screens to view

information on the detail screens. The system displays the detail screen with all fields as read-only.

Insert Select to allow users to insert new records. Delete Select to allow users to delete records. Users must have query

permission to delete records.

6 Click Submit. The system saves the record and updates the Interface Permissions list.

When you unselect Query, the system automatically unselects Update and Delete. When you select either Update or Delete, the system automatically selects Query.

Granting work order authorization permissions to user groups

Specify the web services to which user groups have access and specify the permission levels for each web service.

You only need to grant work order authorization permission to user groups if the JTAUTH installation parameter is set to YES.

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Follow these steps to grant work order authorization permissions to user groups.

Step Action

1 Start EAM.

2 Select Administration > Security. Open the User Groups form. The system displays the List View page.

3 Select the user group for which to grant work order permissions, and then click the WO Authorizations tab. The system displays the WO Authorizations page.

4 Click Add Authorization. The system inserts a new Authorization Details record.

5 Select the work order type (WO Type) for which to grant permissions.

6 Select the work order status (WO Status) for which to grant permissions.

7 Select one or more of the following options to determine the level of work order permissions for the user group: Insert Select to allow users to insert new work order records of this type. Update Select to allow users to update work order records of this type. Users

must have query permission to update records. Delete Select to allow users to delete work order records of this type. Users

must have query permission to delete records.

8 Click Submit. The system saves the record and updates the WO Authorizations list.

To delete an authorization, select the authorization to delete, and then click Delete Authorization. The system deletes the record and updates the WO Authorizations list.

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Setting up mobile devices Device licensing will now be based on the device licensing model. Both "named" and "concurrent" licensing will no longer be used. A record identifying each device must exist in the Mobile Devices table or a connection will not be allowed.

Create mobile devices within EAM using the Mobile Devices form. Enter a number of devices up to the amount of licenses purchased.

EAM Mobile creates mobile device records automatically when an attempt is made by the mobile device to connect to the EAM server and the corresponding device does not already exist in the Mobile Devices table. The device will be marked as "out of service" if the number of "in service" devices exceeds the licenses available.

The current EAM Mobile logged in user needs to have the interface permission for the BEDEVS function to grant the access for the web service. The BEDEVS function permission is not required for a user to use EAM Mobile. When all of the mobile devices are already set up by an administrator on the EAM server, any future Infor EAM Mobile users utilizing the device do not need to have that permission.

Follow these steps to set up mobile devices.

Step Action

1 Start EAM.

2 Select Administration > Setup. Open the Mobile Devices form. The system displays the List View page.

3 Click the New Record button. The system inserts a new record and displays the Record View page.

4 Enter a description of the mobile device in the adjacent field next to Mobile Device.

5 Select the Out of Service option to indicate the mobile device is out of service.

6 Enter the unique key code identifying the device in the Device Key field. When manually creating Mobile Device records, this information can be found by clicking Device Key on the EAM Mobile login screen.

7 Select the device type from the Type option.

8 Click the Save button. The system saves the record.

To obtain the Device Key, click Device Key on the EAM Mobile login screen. The system displays the device key.

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Setting up data collection menus Before installing EAM Mobile, set up data collection functions and user groups to display the data collection menu prompts in EAM Mobile. Set up data collection either in EAM or in EAM (Oracle Forms) depending on which version of Infor EAM you use.

Setting up Mobile menus in EAM

EAM Mobile menus can be configured in EAM based on user group. The following Mobile screens can be configured:

Regular Mobile screen Data Collection Prompt screen Web Service Prompt screen User Defined Mobile Grid screen

Follow these steps to set up Mobile Menus in EAM.

Step Action

1 Start EAM.

2 Select Administration > Security. Open the User Groups form. The system displays the List View page.

3 Select the user group for which to set up Mobile Menus, and then click the Mobile Menus tab. The system displays the Mobile Menus page.

4 Click Add Main Menu Folder. The system checks to determine if a main menu-level menu structure is selected on the tree structure and displays the Add Main Menu Folder popup.

5 Type in the Label for Main Menu Folder.

6 Click Submit. The system saves the record and updates Menu Details.

7 Highlight a Main Menu Folder and click Add Sub-Menu Folder. Add Sub-Menu Folder popup.

8 Type in the Label for Sub-Menu Folder.

9 Click Submit. The system saves the record and updates Menu Details.

10 Drag Mobile screen from the Available Screens list, and then drop it the Main Menu Folder or Sub-Menu Folder. The system saves the record and updates Menu Details.

11 Repeat above steps to configure all menu items.

12 To show/hide a menu item, select a menu item and click Show Menu Item or Hide

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Step Action

Menu Item.

13 To delete menu item, select a menu item and click Delete Menu Item.

14 To change the label of existing menu item, select a menu item and click Change Label.

15 To change icon of the Main Menu item, select a menu item and click Change Icon. The system displays change icon popup, type in the name of the new icon without file name extension. Main Menu icon configuration is only available on Quarter VGA version. Only .gif and .jpg image file types are acceptable. The image file must be available in the same folder as Mobile executables on the Mobile device.

16 To copy a menu item, select a menu item, and then click Copy Menu.

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Setting up data collection in Infor EAM (Oracle Forms)

Follow these steps to set up data collection in Infor EAM (Oracle Forms):

Step Action

1 Start Infor EAM (Oracle Forms).

2 Open the Functions form (BMFUNC).

3 Click the Record view tab. The system displays the Record View page.

4 Type MEN1 in the Function field, and then enter Menu1 in the adjacent field.

5 Type SMEN in the Class field.

6 Select File > Save from the menu bar. The system saves the record.

7 Select Edit > Insert record. The system inserts a new record.

8 Type SMEN1 in the Function field, and then type SubMen1 in the adjacent field.

9 Type SMEN in the Class field.


11 Open the User Groups form (BMGROU).

12 Select the user group for which to set up data collection, and then click the Menus tab. The system displays the Menus page.

13 Type MEN1 in the Main Menu field.

14 Type 1 for Seq.

15 Type SMEN1 in the Function field.


17 Select Edit > Insert record. The system inserts a new record.

18 Enter the following information in sequence: Type SMEN1 in the Main Menu. Type 1 in Seq. Type M201 in Function. Type 2 in Seq. Type M202 in Function.

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Step Action

Type 3 in Seq. Type M210 in Function. Type 4 in Seq. Type M220 in Function. Type 5 in Seq. Type M223 in Function. Type 6 in Seq. Type M230 in Function. Type 7 in Seq. Type M231 in Function.

19 Choose File > Save from the menu bar. The system saves the record.

Demo: Setting up options for EAM Mobile

Your instructor will demonstrate how to set up various options for EAM Mobile.

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Installing EAM Mobile The installation of EAM Mobile also includes the installation of two prerequisite programs: Microsoft .NET Framework 2.0 and SQL Server 2005 Express SP3.

Important: If the installation is stopped manually and the system displays an error message during the reinstallation, refer to "Starting the SQL Server (MOBILEDB) Service" later in this lesson.

Follow these steps to install EAM Mobile:

Step Action

1 Insert the Infor EAM Mobile CD into the proper drive.

2 Choose Start > Run from the Windows taskbar. Windows displays the Run dialog box.

3 Type d:\setup\setup.exe, and then click OK. The system displays the first installation dialog box. If you are installing from a drive other than d:, substitute that drive for d: in these instructions.

4 Click OK. The system installs Microsoft .NET Framework and Microsoft SQL Server 2005 Express SP3 and then displays the next installation dialog box.

5 Click Next. The system displays the next installation dialog box.

6 If you agree with the terms, select I accept the terms in the license agreement, and then click Next. The system displays the next installation dialog box.

7 Enter the User Name and Organization, and then click Next. The system displays the next installation dialog box.

8 Click Next to install to the default folder location, or click Change to install to a different folder. The system displays the next installation dialog box.

9 Choose one of the following options: To use Windows authentication, select Integrated Security. To use SQL Server authentication, unselect Integrated Security, and then enter

the SQL Server database user and password information. To check the database connection, click Test Connection.

10 Click Next. The system displays the next installation dialog box.

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Step Action

11 Click Install. The system installs the files and displays the last dialog box.

12 Click Finish. The system closes the wizard.

Starting the SQL Server (MOBILEDB) Service

You must start the SQL Server (MOBILEDB) service if the installation is stopped manually and the system displays the following error message during the reinstallation:

[DBNETLIB] [ConnectionRead (WrapperRead()).] General network error. Check your network documentation.

Follow these steps to start the SQL Server (MOBILEDB) service:

Step Action

1 After the system displays the error message, click OK. The system terminates the installation.

2 Open the Services applet. The system displays the Services form.

3 Start the SQL Server (MOBILEDB) service.

4 Install EAM Mobile. Refer to "Installing Infor EAM Mobile" earlier in this lesson.

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Demo: Installing EAM Mobile

Your instructor will demonstrate how to set up various options for EAM Mobile.

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Optional Exercise 1.1: Installing EAM Mobile

In this exercise, you will practice installing EAM Mobile.

Exercise steps

1. Insert the Infor EAM Mobile CD.

2. Choose Start > Run from the Windows taskbar.

3. Type d:\setup\setup.exe, and then click OK.

4. Click OK.

5. Click Next.

6. Select I accept the terms in the license agreement, and then click Next.

7. Enter the User Name and Organization, and then click Next.

8. Click Next to install to the default folder location, or click Change to install to a different folder.

9. Choose one of the following options:

To use Windows authentication, select Integrated Security. To use SQL Server authentication unselect Integrated Security, and then enter the SQL

Server database user and password information.

10. Click Next.

11. Click Install.

12. Click Finish.

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Setting up users Set up users in Infor EAM and Infor EAM (Oracle Forms) to indicate that they are using Infor EAM Mobile. Set up at least one user as the Infor EAM Mobile Administrator. If the MOBORG installation parameter is set to YES, the initial data synchronization should be performed by the Infor EAM Mobile Administrator. If the MOBORG installation parameter is set to NO, any user can sync data.

Only a certain number of users can be active for each product. This number is determined by the CDKEY installation parameter (Infor EAM) and/or the 7IMCDKEY installation parameter (Infor EAM Mobile).

Setting up users in Infor EAM (Oracle Forms)

The Users form (BMUSER) enables you to create and set up specific users for Infor EAM (Oracle Forms) and other Infor products. Specify that a user is an EAM Mobile user.

Follow these steps to set up users in EAM (Oracle Forms):

Step Action

1 Start Infor EAM (Oracle Forms).

2 Open the Users form (BMUSER).

3 Query for the user to set up.

4 Select EAM Mobile to indicate that the user is an EAM Mobile user. Note: EAM Mobile is visible only on the List view tab.

5 Choose File > Save from the menu bar. The system saves the record.

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Setting up users in Infor EAM

The User IDs form enables you to create and set up specific users for Infor EAM and other Infor products. Specify that a user is an EAM Mobile user.

Follow these steps to set up users in EAM:

Step Action

1 Start EAM.

2 Open the User IDs form. The system displays the List View page.

3 Select the user to set up, and then click the Record View tab. The system displays the Record View page.

4 Select Infor EAM Mobile to indicate that the user is an EAM Mobile user.

5 Select Infor EAM Mobile Administrator to indicate that the user is an EAM Mobile administrator.


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Associating users with LDAP Roles in Infor EAM

Lightweight Directory Access Protocols (LDAP) can store hierarchical data definitions across platforms. LDAP is most often used to store user credentials across many applications.

Infor EAM allows you to associate specific types of users with LDAP roles. Associate an EAM Mobile user with an LDAP role.

Follow these steps to associate users with LDAP roles in EAM:

Step Action

1 Start EAM.

2 Select Administration > Security. Open the Role Setup form. The system displays the List View page.

3 Select the role with which to associate users, and then click the Record View tab. The system displays the Record View page.

4 Select Infor EAM Mobile to indicate that the user of the role is an Infor EAM Mobile user.

5 Select Infor EAM Mobile Administrator to indicate that the user of the role is an Infor EAM Mobile administrator.


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Demo: Setting up users

Your instructor will demonstrate how to set up users.

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Department security

Department security not only controls records you can see and update but also which values inside certain lookups you can see. These lookups may be on the main screen for equipment, work orders, and issues/returns but also on detail tabs.

The system enforces department security on mobile devices when DEPTSEC is enabled.

These basic rules describe the general implementation of department security on mobile devices:

Records related to a department not in your list cannot be viewed. Records related to a department your list and marked as read-only can be viewed but not

updated. Lookups only display records for which you have full rights to the associated department. For

example, lookups controlled in this way include Department, Employee, Equipment, Work Order, and Person Responsible.

You cannot insert or update detail records related to header records for which you do not have full rights.

Department security privileges will further limit your capabilities specified elsewhere in the system.

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The following provides examples of department security changes (this is not a complete list):

Any downloadable items listed on the Sync Config form that are related to departments will be impacted by department security. Department security will further constrict records affected by the settings on this page i.e. if you select to download equipment in a department that is not in your department list, you will not have access to this equipment.

If your department is not in your department list, you will not see work orders assigned to you. The same is true of work order activities when activity level distribution is being used.

You will not be able to create work orders based on equipment, related to department, for which you do not have full rights.

The equipment available for entering inspection results will only contain equipment whose department is in your department list with full rights.

You can still view attachments on records related to a department for which you have read-only access.

You cannot book labor on work orders for which you do not have full rights to the work order department. In addition, the Employee and Department lookups on booked labor records will only contain records for which you have full rights.

Since work order Location is retrieved from the equipment, it is possible to have access to a work order based on work order department rights but not have rights to the locations department. This is done so that you will always have the correct location of the work. The Location lookup enforces department security rules if you try to change the default location.

The Department Security functionality is not available in Infor EAM Mobile Business Edition.

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Check your understanding

What questions do you have on the material addressed in this lesson?

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24 //Lesson 2: Basic procedures for using Mobile 2014 Infor Education

Lesson 2: Basic procedures for using Mobile Estimated time

5 hours

Learning objectives

After completing this lesson, you will be able to:

Explain basic procedures for operating EAM Mobile.

Topics Starting Mobile Navigating Mobile Using fields and lists in Mobile Creating electronic records and signatures Configuring screens Synchronizing data Important tips for usage

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Starting Mobile Follow these steps to start EAM Mobile:

Step Action

1 Choose Start > Programs > Infor EAM > Infor EAM Mobile from the Windows taskbar. Windows displays the login screen. To check the network connection before logging in, enter all login information, and then click Test Conn.

2 Enter your user ID.

3 Enter your password.

4 Select your organization.

5 Click Options. The system displays Connection ID and Server Address.

6 For Connection ID, enter the tenant value for Infor EAM if multi-schema is configured. If Infor EAM is not configured for multi-schema, leave this field blank.

7 For Server Address, enter the server URL address and port specified for Infor EAM installation. If port 80 is used, it does not need to be specified in the URL. You do not need to enter the full Infor EAM URL. For example, enter the following URL: http://. To access Infor EAM Mobile through a proxy server, click Proxy, and then enter

the proxy server information. To use the proxy server to sync data, select Use Proxy for Sync on the Proxy

Settings screen.

8 Click OK. The system displays the EAM Mobile main menu.

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Infor EAM Mobile functions

The following list outlines the major functions in Infor EAM Mobile:

Work Orders Create work requests and work orders; add work order activities; update work orders and work order activities, start, stop, and reset work order activities; add required parts; issue and return activity parts; book hours for activities; enter comments and custom fields; close work orders; and view work order information, including task instructions, labor hours, parts, permits, attachments, and equipment details.

Equipment Enter meter readings, replace meters, and view equipment information, including details, custom fields, comments, event history, meter reading history, and attachments.

Materials Enter stocktake physical quantities, issue and return parts, and view stocktakes. Inspections Add equipment for inspection, enter and update ad hoc inspection results, and

enter and update route inspection results. Prompt Enter data into the data collection module with the Prompt screen. Prompts are defined

in Infor EAM.

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Navigating Mobile The system includes several navigation options that allow you to quickly and easily find the pages and information you need. Navigate through the system by clicking images, menus, and buttons on each page.

Header

Access basic system functions on the header displayed on any page.

Refer to the following descriptions when accessing options on the header:

Menu Function

FILE Displays options to exit or log out of Infor EAM Mobile

OPTION Displays options: Sync Data, Transaction Errors, Sync Configure, Sync Profile, Check Connection, Screen Config, and Organization Config

HELP Displays option to view system application information, such as version number, user ID, organization, connection ID, and server

Menu bar

The system displays functions and menus that apply to a page on the menu bar. When you click on the navigation menus on the menu bar, the system displays a "drop-down" menu that lists the pages that apply to that navigation menu. Select an item from the drop-down menu to open the corresponding page.

Refer to the following descriptions when accessing functions from the menu bar:

Menu Function

Work Work orders Create work requests and work orders; add work order activities; update work orders and work order activities; start, stop, and reset work order activities; add required parts; issue and return activity parts; book hours for activities; enter comments and custom fields; close work orders; and view work order information, including task instructions, labor hours, parts, permits, attachments, and equipment details.

Equip Equipment Enter meter readings, replace meters, and view equipment information, including details, custom fields, comments, event history, meter reading history, and attachments.

Matl Materials Enter stocktake physical quantities, issue and return parts, and view stocktakes.

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Menu Function

Inspect Inspections Add equipment for inspection, enter and update ad hoc inspection results, and enter and update route inspection results.

Prompt Prompts Enter data into the data collection module with the Prompt screen. Prompts are defined in Infor EAM.

Toolbar

Access basic functions on the toolbar. The available toolbar options are displayed when you are on a screen within the systems modules.

Refer to the following descriptions when accessing buttons on the toolbar:

Button Function

Cancel: clears changes to the current record and closes the screen

Save: saves the current record

New Record: inserts a new record

Delete Record: deletes the record

Back: displays the previous record on record view pages; displays the previous row on list view pages

Next: displays the next record on record view pages; displays the next row on list view pages

Edit Record: edits the current record

Filter: filters a list of records to display only those records that meet your specified criteria (refer to "Defining Filters" later in this lesson)

Screen Designer: displays the Configure Grid popup for list view pages

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Demo: Starting Mobile

Your instructor will demonstrate how to start Mobile.

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Exercise 2.1: Starting Mobile

In this exercise, you will practice starting Mobile.

Exercise steps

1. Choose Start > Programs > Infor EAM > Infor EAM Mobile from the Windows taskbar.

2. Enter your user ID.

3. Enter your password.

4. Select your organization.

5. Click Options.

6. Enter the tenant value for Connection ID for EAM if multi-schema is configured or, if not, leave this field blank.

7. Enter the server URL address for Server Address and the port specified for EAM installation.

8. Click OK.

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Using fields and lists in Mobile A field is a single topic of information in a record. Required fields (noted by an asterisk) must be completed for a record to be valid.

The system often displays information in a list view format. Select a row in a list to view record details or select data from a list view. You can also quickly sort, filter, re-arrange or resize fields if the system defaults do not suit your needs.

Entering information into fields

There are many types of fields. Refer to the following table when entering information into fields:

Field type Entering information and description Example

Text box Enter information directly into the field.

Drop-down list

Click the drop-down arrow, and then select the value from the displayed list.

Lookup Enter the value or click the button, and then select the value from the Lookup page.

Comment Type text directly into the comment field. Use the scroll bar to scroll through a comment that extends beyond the provided area.

Radio button

Select one of the values.

Check box Select to activate/deactivate the option.

Date Refer to "Entering Dates with the Calendar" later in this lesson.

Date/Time Refer to "Entering Dates and Times with the Calendar" later in this lesson.

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Entering numeric information into fields

Use the numeric pad to enter numeric information into fields.

Follow these steps to enter numeric information into fields:

Step Action

1 Click in any numeric field. The system displays the Numeric Pad.

2 Enter the desired numeric information. The system displays the numeric information in the text field at the top of the screen. Click


Entering dates and times with the calendar

Follow these steps to enter dates and times with the calendar:

Step Action

1 Click the down arrow next to the date/time field. The system displays the date/time calendar popup. Click the arrow next to the month to select the month previous to, or after, the

displayed value. Click the bold X to clear the current date selection and close the calendar. Click the non-bolded X to close the calendar without saving the date.

2 Click the desired date.

3 Modify the time by selecting the value to modify and then using the up and down arrows to select the desired time.

4 Click the check mark. The system closes the popup and displays the selected date and time in the field.

Entering data with the prompt form

You can enter data collection and web service information using the Prompt form in Infor EAM Mobile.

Entering data collection information

Enter data into the data collection module with the Prompt form as necessary. Prompts are defined in EAM. Refer to the EAM Users Guide or the EAM System Administrators Guide for more information on prompts.

If the NEXTPMPT install parameter = NO, you must click the Save button to save the record. If the NEXTPMTP install parameter = YES, the system automatically saves the record.

If the PRMDSPLY install parameter = SINGLE, the system only displays one prompt field at a time on a screen. If the PRMDSPLY install parameter = MULTIPLE, the system displays multiple prompt fields on a screen.

If the Return Prompt and LOV are defined in EAM or EAM (Oracle Forms), and there is a real-time network connection with EAM Mobile, the system displays those settings in EAM Mobile.

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Follow these steps to enter data collection information:

Step Action

1 Choose Prompt on the main menu, and then select the data collection prompt for which to enter data. The system displays the associated prompts.

2 Enter data as necessary.


Entering web service information

Enter web service information with the Prompt form in EAM Mobile to submit one or more transactions through EAM Mobile into EAM.

The system uses web services to instantly post transactions to EAM. When Real-time Upload is enabled on the Sync Configuration form and the mobile device is cradled using a wired network connection or a wireless network connection exists, the system attempts to upload the data to the EAM server at the time the transaction is saved.

You can view and modify transaction records submitted using web service prompt screens if the transactions have not been uploaded to the server.

Web services are defined in EAM. Refer to the EAM User's Guide and the EAM System Administrator's Guide for more information.

Follow these steps to enter web service information.

Step Action

1 Choose Prompt on the main menu, and then select the web service prompt for which to enter data. The system displays the associated prompts.

2 Enter data as necessary.


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Printing barcode labels

Print barcode labels for Issue Part, Return Part, and PO Receive transactions. To print barcode labels, the transactions must be of type "I" or "R".

Follow these steps to print barcode labels:

Step Action

1 Choose Prompt on the main menu, and then select the transaction type for which to print barcode labels. The system displays the prompts associated with the transaction type.

2 Click the Print Label tab. The system displays the Print Label screen.

3 Select Print? to print the barcode label for the record. To select all records for printing, check Select All.

4 Enter the number of labels to print in the Qty field.

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Lists

The system often displays information in a list view format. Select a row in a list to view record details or select data from a list view. You can also quickly sort, filter, re-arrange or resize fields if the system defaults do not suit your needs.

Selecting rows in a list

Select rows in a list to view the record associated with the row, to copy the row data from a lookup to fields on a page, or to specify records on which to perform an action.

Follow these steps to select rows in a list:

Step Action

1 Open any page or lookup containing a list of records. The system displays the list of records.

2 Click anywhere in the row to select the row. The system highlights the row.

3 To perform an action on the selected row, click the button corresponding with the action.

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Defining filter and sort criteria

Filter a list of records on forms to display only those records that meet your specified criteria. Specify sort criteria to select the order in which to sort a list of records.

Follow these steps to define filter and sort criteria:

Step Action

1 Open any form containing a list of records, and then click the Filter button. The system displays the Filter/Sort popup.

2 Select the field on which to filter from the first Select drop-down list. The operator field is available for filtering numeric and date fields only.

3 Select an operator from the second drop-down list. Refer to the following information for operator options:

Operator Definition

= (equal to) Search for items with a value equal to the entered value.

> (greater than) Search for items with a value greater than the entered value.

< (less than) Search for items with a value less than the entered value.

4 Enter the value with which to filter in the third field.

5 Select one of the following join operators: Select And to include records that contain all joined conditions. Select Or to include records that contain one or the other condition.

6 Enter additional conditions by which to filter as necessary.

7 Select the first field by which to sort the records in the Sort area of the popup box.

8 Click the correct Sort button to sort records in either an ascending or descending manner.

9 Enter additional fields by which to sort as necessary. To remove sort criteria, choose Select from the Sort drop-down lists.

10 Click Apply. The system displays the records matching the filter and sort criteria. The system automatically saves the filter on the form.

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Sorting lists

Sort a list of records by any column in the list in ascending or descending order.

Follow these steps to sort lists:

Step Action

1 Open any screen containing a list of records. The system displays the list of records.

2 Choose one of the following options: Sort the records in descending (Z-A) order. Click the column header of the column

by which to sort the list until the system displays the Sort Indicator icon on the header. The system refreshes the table with the records sorted in the specified order.

Sort the records in ascending (A-Z) order. Click the column header of the column by which to sort the list until the system displays the Sort Indicator icon on the header. The system refreshes the table with the records sorted in the specified order.

Resizing columns in a list

Specify the widths of columns in a list.

Follow these steps to resize columns in a list:

Step Action

1 Open any page or lookup containing a list of records. The system displays the list of records.

2 Position your mouse over the right-hand border of the column to resize. The system displays as the mouse icon.

3 Click and hold the column border, and then drag the border in the desired direction to increase or decrease the width of the column.

4 Release the mouse button. The system resizes the column.

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Configuring the list view layout

Modify the page layout of list view pages. You can specify whether to make fields visible and change the order of the fields on the page.

Follow these steps to configure the list view layout:

Step Action

1 Open any list view page. The system displays the selected page.

2 Click the Screen Designer icon. The system displays the Configure Grid popup. The Available column lists all fields that are available but not visible in the list of records, while the Selected column lists all fields displayed as columns in the list of records.

3 Refer to the following table when adding, removing, or reordering fields:

Function Procedure

Add a field Select the field to add in Available, and then click the arrow button pointing right.

Remove a field Select the field to remove in Selected, and then click the arrow button pointing left.

Reorder fields Select the field in Selected, and then click either the arrow button pointing up or down to move the field up or down in the order.

4 Click Apply. The system saves the layout.

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Demo: Navigating Mobile and entering data

Your instructor will demonstrate how to navigate Mobile, enter data in fields, and use lists.

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Exercise 2.2: Navigating Mobile and entering data

In this exercise, you will practice navigating Mobile, entering data in fields, and using lists.

Exercise steps

1. Practice navigating the user interface for Mobile using the information presented in this lesson.

2. Practice using the process steps for the following tasks (by accessing the step/action table in this lesson):

a. Entering Information into Fields

b. Entering Numeric Information into Fields

c. Entering Dates and Times with the Calendar

d. Entering Data Collection Information

e. Entering Web Service Information

f. Printing Barcode Labels

g. Selecting Rows in a List

h. Defining Filter and Sort Criteria

i. Sorting Lists

j. Resizing Columns in a List

k. Configuring the List View Layout

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Creating electronic records and signatures The system creates electronic records, or "snapshots," of create and cancel events that occur in the database. A snapshot preserves the entire record, including information related to other database tables, to provide historical information related to the progress of your operation. For example, a snapshot of a work order header will include all information on the header as well as the associated activities.

In addition to creating electronic records of information in the database, the system requires an electronic signature to authorize status changes to specific records. The electronic signature is attached to an entity, and when a system user changes the status of a record based on specific criteria, the system prompts the user for an ID, password, and a reason for the signature (e.g., review, approval, responsibility, etc.).

Entities for electronic records and signatures

The EVNT (event) entity can be set up to take a snapshot of the record or require an electronic signature when you change the status of the record attached to the entity. For example, if your organization requires electronic signatures of status changes to work orders, you can define the electronic signature for the EVNT entity. The system takes the snapshot of the record and/or prompts the user for an ID, password, and reason when saving the change to the database. The information recorded includes the work order, activities, repairable parts, and permits.

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Signing records

Upon changing the status of a record that has been defined as requiring an electronic signature, the system prompts you to enter a user ID, password, and reason for the signature. The user ID and password are the same ID and password used to enter the system, and the user ID and password must match the user logged in to the mobile device. After verification of the user information, the system takes a snapshot of the record and stores it in the R5ELECARCHIVE table. If you update multiple records at one time, the system prompts you for a signature for every record.

Follow these steps to sign records:

Step Action

1 Open any form requiring electronic signatures for status changes.

2 Query for the record that needs to change the status. Status changes can include record insertions, deletions, etc.

3 Change the status of the selected record, and then click the Save button. The system displays the eSignature popup.

4 Enter the User ID. The User ID must be the current logged in users User ID.

5 Enter the password associated with the User ID.

6 Enter the reason for the electronic signature in Sign Type (e.g. review, approval, etc.).

7 Click OK. The system saves the record.

If you click Cancel, the system closes the form and does not record changes. The system does not allow changes to the record without entering an electronic signature. Further, if you enter an invalid or expired ID and password, or if you do not enter a valid certification number and type if applicable, or if you do not have status change authorization, the system records an access violation and the electronic signature will not be recorded.

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Configuring screens To configure screens within the system, first display the screens in designer mode. Second, modify the layout and place