Deployment

Deploy ServiceMax Adapters

To ensure that the ServiceMax adapter transfers data correctly between Essentials, and ServiceMax, you must perform these steps.

Before You Begin

  • The correct version of Essentials is installed.
  • The correct version of APM Connect is installed.
  • You have received the necessary information about the ServiceMax system the adapter is connecting to Essentials.
  • Your ServiceMax system must be prepared correctly.

Procedure

Preparing the ServiceMax System

  1. Load the Product Catalogue into ServiceMax. Make sure that all product external IDs in ServiceMax are identical to the product IDs you load into Essentials.
  2. Load account IDs into ServiceMax. These account IDs must match the Site Names you load into Essentials.
  3. Add Location Types FLOC and Ship To to the Location object in ServiceMax. If your source system uses a Location Type other than FLOC, use that type designation.