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Infor EAM 11.3.

2 Product Release
Notes
Copyright 2017 Infor
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Publication Information
Release: Infor EAM 11.3.2 Product Release Notes
Publication date: September 11, 2017
Contents

Contents ........................................................................................................................................... 3
About this document ........................................................................................................................ 5
Intended audience ..................................................................................................................... 5
Organization .............................................................................................................................. 5
Related documents.................................................................................................................... 5
Contacting Infor ......................................................................................................................... 6
Section A General release note information ................................................................................. 7
Scope of Infor EAM 11.3.2 ........................................................................................................ 7
Upgrade policy ........................................................................................................................... 7
Upgrade considerations for all versions .................................................................................... 7
Upgrade considerations for Infor EAM 11.3.2 ........................................................................... 8
Known issues........................................................................................................................... 10
Operating environments .......................................................................................................... 11
Section B Product features.......................................................................................................... 12
Infor EAM 11.3.2...................................................................................................................... 12
Administration .................................................................................................................... 12
Dataspies for Screens................................................................................................. 12
Configuration Manager ............................................................................................... 12
Views ........................................................................................................................... 13
Filter by Work Order Type to Archive Records ........................................................... 13
Add Documents popup ............................................................................................... 13
Documents .................................................................................................................. 13
Create/Upload Documents popup .............................................................................. 14
Users | KPIs tab .......................................................................................................... 14
Users | Inbox tab ......................................................................................................... 14
KPI Setup | Users tab.................................................................................................. 14
Inbox Setup | Users tab .............................................................................................. 14
Extensible Framework / Flex Business Rules ............................................................ 14
Equipment Module ............................................................................................................ 15

Infor EAM 11.3.2 Product Release Notes | 3


Contents

Nonconformities .......................................................................................................... 15
Linear Equipment ........................................................................................................ 17
Equipment (A/P/S/L) | Structure tab ........................................................................... 18
Asset Inventory ........................................................................................................... 19
Work Module ..................................................................................................................... 20
Work Orders | Book Labor tab .................................................................................... 20
Work Orders ................................................................................................................ 20
Miscellaneous ............................................................................................................. 20
Open Repairs for Assets, Requisitions, and Purchase Orders .................................. 20
Import Utility ................................................................................................................ 20
Revision Control .......................................................................................................... 20
Workspace Moves....................................................................................................... 21
Physical Inventory ....................................................................................................... 21
Knowledge Base Search............................................................................................. 21
Screens | Texts ........................................................................................................... 21
Non-PO Receipts ........................................................................................................ 21
Hospitality Configuration.......................................................................................................... 22
GIS ........................................................................................................................................... 23
EAM Side .................................................................................................................... 23
ESRI Side .................................................................................................................... 25
Infor EAM Databridge .............................................................................................................. 27
Infor EAM PIRs ........................................................................................................................ 27
Reports .................................................................................................................................... 28
Parameters and settings.......................................................................................................... 28
New install parameters ...................................................................................................... 29
Updated install parameters ............................................................................................... 29
Removed install parameters ............................................................................................. 29
New organization options .................................................................................................. 30
Updated organization options ........................................................................................... 30
Changed columns ............................................................................................................. 30
Dropped columns .............................................................................................................. 31

4 | Infor EAM 11.3.2 Product Release Notes


About this document

About this document

This release note provides details of the release. It covers the Infor EAM v11.3.2 cloud only release.
The purpose of this document is to provide information to plan for the smooth implementation of the
latest version of Infor EAM.

Intended audience
This release note is intended for system administrators, implementation consultants, product
architects, support specialists, and the Infor EAM user.

Organization
This table shows the chapters of the guide:

Section Description

A General release note information Details on the upgrade policies, known


issues, languages delivered in the product,
and operating environments.

B Product features Details on the new product features for Infor


EAM version 11.3.2.

Related documents
You can find the documents in the product documentation section of the Infor Xtreme Support portal,
as described in "Contacting Infor" on page 6.
Infor EAM System Administrator Guide

Infor EAM 11.3.2 Product Release Notes | 5


About this document

Infor EAM User Guide


Infor EAM Reports User Guide
Infor EAM GIS Installation and System Administrator Guide
Infor EAM GIS User Guide

Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at
www.infor.com/inforxtreme.
If we update this document after the product release, we will post the new version on this Web site.
We recommend that you check this Web site periodically for updated documentation.
If you have comments about Infor documentation, contact documentation@infor.com.

6 | Infor EAM 11.3.2 Product Release Notes


Section A General release note information

Section A General release note information

Scope of Infor EAM 11.3.2


This document includes changed introduced in Infor EAM 11.3.2, which is only available for
customers in the Infor Cloud environment.
It includes several new features, including enhancements to the defect tracking feature called
Nonconformity Tracking, an expansion of the capabilities of Linear Equipment management as well
as a number of smaller enhancements.
This paper briefly discusses the most significant changes found in the latest version. This paper is
not intended to be a complete list of all the changes made.

Upgrade policy
Infor EAM 11.3.2 provides access to all the latest features in the system. The necessary upgrade
scripts will be provided to the Infor Cloud personnel for implementation for cloud customers.

Upgrade considerations for all versions


The following is a list of considerations when installing or upgrading Infor EAM:
The menus and the page layout (screen designs) for the system delivered user groups (R5,
R5REQ, R5EMPTY) will be deleted and recreated with the standard menus and page layouts for
the latest version. No other user groups will be affected unless noted otherwise. It will be
necessary to manually add any new screens to these non-system delivered user group's menus.
Some new tabs that have been added to existing screens will be available to all user groups that
have access to the main screen.
All Dataspies delivered with the system (those belonging to the R5 user) will be deleted and
recreated with new default Dataspies. New Dataspies that were created by the R5 user after
installation will not be impacted.
Some custom reports may need to be modified in order to continue working after upgrading.

Infor EAM 11.3.2 Product Release Notes | 7


Section A General release note information

New installations will default to the MULTIORG installation parameter being set to ON. If a
MULTIORG=OFF install is needed, this must be specified in the installation configuration file
prior to install.
Backup any custom images that have been created, such as for Start Center, that are saved on
the application server.
Flex SQLThere are a few scenarios within the application where creating a record can result in
the record being created and then immediately updated. All known scenarios occur on the
R5EVENTS table. With the introduction of new features with each release, it is possible this
could occur on any table. If Update Flex SQL exists on a table where this scenario occurs, it will
fire when an Insert is done on the screen. If this happens, it may be necessary to modify the
Update Flex SQL to compare Date Created to System Date or to look at the value of the
XXX_Updated field.
The screen layouts are optimized for a screen resolution of 1600x900.
The names of the Field IDs in web service requests for grids are now all in lower case. Prior to
Infor EAM 11.0, mixed case was allowed.
Oracle Forms v8.2 is not supported with this version. The last supported version is Infor
EAM v8.5, which has been tested and certified to run with the appropriate Oracle Forms patch.
It is REQUIRED that each customer request new CD Keys in order to run Infor10 EAM v10.1 or
later releases. The CD Key security system was redesigned with the Infor10 EAM v10.1. Using
the old style CD Keys may not grant all appropriate features.
Important: The following features in Infor EAM will be phased out over the next several releases in favor of much
improved functionality. In the meantime, development on these existing features has been halted.
Customers using these features must consider phasing out their use and replace them with the new
features listed below.

Obsolete Feature New Feature

Asset Management Services Contract Management


Fleet Billing Contract Management
Fleet Vehicle Tickets Contract Management
Equipment Reservations
Profiles Equipment Configuration
Service Requests and the Customer Service Overhauled Call Center functionality and new
Request Login portal

Support has been removed for World Weather Online for downloading temperature data.

Upgrade considerations for Infor EAM 11.3.2


The following is a list of considerations when installing or upgrading to Infor EAM 11.3.2:

8 | Infor EAM 11.3.2 Product Release Notes


Section A General release note information

The page layout for the following screens will be deleted and recreated for the following screens
for ALL user groups. This was necessary because of extensive changes made to these screens.
Any Screen Designer changes that were made for these screens will need to be made again
after the upgrade is complete:
o Nonconformities
o Nonconformities tab on Work Orders
Due to changes in the way Nonconformity records are saved, backward compatibility is not
supported for the following schemas.
o MP3400_GetNonconformity_001
o MP3396_GetNonconformityDefault_00
o MP3397_AddNonconformity_001
o MP3398_SyncNonconformity_001
o MP3399_DeleteNonconformity_001
o MP3402_CreateNonconformityObservation_001
o MP3406_MergeNonconformities_001
o MP3405_GetMergeNonconformitiesDefault_001
o MP5764_ImportNonconformity_001
o MP5768_GetImportNonconformityDefault_001
o MP3407_UpdateNonConformityStatus_001
o MP3414_CreateNonconformityCapitalPlanRequest_001
o MP3404_GetNonConformityCheckListDefault_001
Due to changes in the way Nonconformity records are saved, the following schemas have been
removed.
o MP5761_UpdateNonconformityClosed_001
o MP5762_UpdateNonconformityRepaired_001
o MP5763_ResetNonconformityClosedRepaired_001
Several changes have been made to make the Login page of Infor EAM more secure.
o Support for the PASSWORD URL variable has been removed. If a value is passed,
it will be ignored.
o The UITHEME, APPNAME and LGNDISCL URL variables will not work if they
contain any of the following characters: carriage return (\r and \n), &, _, %, ', #, `, :, <,
>, !

Infor EAM 11.3.2 Product Release Notes | 9


Section A General release note information

Known issues
The following is a list of known issues with the latest version of Infor EAM. Many of these are outside
the control of the Infor EAM development team and relate to issues within particular browsers. Our
team will pursue solutions to these issues in the future, but many will require changes in the
associated browsers to accomplish this.

Browser (if
applicable) Issue

Chrome The following shortcut keys are hard coded in the browser and therefore cannot be
used by the Infor EAM application: CTRL+N (New Record) and CTRL+W (Exit
Screen Designer Preview Mode)
Report Studio and Query Studio are not supported. This is currently a limitation of
the Cognos application.
Running Infor EAM reports with the Chrome browsers works well with the Chromes
native pdf viewer. Some issues have been reported with using Chrome and the
Adobe pdf viewer plugin.
Safari Safari has a feature that by default does not allow you to use the Tab key to cycle
through all the fields on a screen. In particular, we have noticed Safari will skip
Checkbox fields. To turn off this feature, follow the following steps.
Access Safari Preferences from the browser menu.
Click the Advanced icon.
Select "Press Tab to highlight each item on a webpage" and close settings screen.
Change will take place immediately.
Safari has an issue where if a request takes too long (approximately 10 seconds),
the browser will give a network_err error. This can commonly occur on screens
where importing or exporting of large files happens such as on the Configuration
Manager screen. However, on a slow connection, it could happen on any screen.
Report Studio and Query Studio are not supported. This is currently a limitation of
the Cognos application.
All Changing the value of the DEFORG install parameter is not supported. It must
remain set to *.
All If the same Custom Field is setup on both a * class and a specific class and both
those classes are valid for a record, this will cause the system to believe a change
has been made on the record as soon as it is loaded.
All IDM will not support EAM based security via the webpart or the IDM client.
When IDM is enabled, the Copy feature of our documents tab will be hidden.
Documents added directly inside IDM client will not show up in EAM unless the user
manually adds the appropriate attribute data.
All Only a zoom level of 100% (i.e. not zoomed) is supported.

10 | Infor EAM 11.3.2 Product Release Notes


Section A General release note information

Browser (if
applicable) Issue
All If the table r5alltext (the Text tab of Languages) is modified for a delivered language
(EN, ES, etc), the changes may be overridden by patches and will be overridden by
upgrades. This will not be obvious to the end users unless the
Refresh Language option is used.
All The comments editor will always have black text on white backgrounds, regardless
of the theme used. This is due to a bug in webkit.
All The Reset Screen Layout button inside Screen Designer does not update the
Dataspy when moving fields to/from Not Available.

Operating environments
Infor does not ship any Oracle tools or software; only Infor EAM for Oracle, Infor EAM for SQL
Server, iProcure, Databridge and Infor EAM Mobile software are distributed from Greenville, SC. It is
the responsibility of the customer to acquire the correct Oracle or Microsoft SQL Server software.
See the Infor EAMTM Product Family Version 11.3.2 Software Requirements for more information.

Infor EAM 11.3.2 Product Release Notes | 11


Section B Product features

Section B Product features

Infor EAM 11.3.2


The modifications and enhancements added to Infor EAM 11.3.2 involve several new
enhancements. The sections below are a module-by-module breakdown.

Administration

Dataspies for Screens


The Screens screen in EAM has a new tab to provide a full listing of Dataspies for all users
associated to a selected screen. This new tab is a List/Detail tab, new records cannot be created
from this tab. Each record will include a Default checkbox, when selected, the Dataspy will become
the default Dataspy for all users on the selected screen.

The Dataspies tab also includes an Add Users popup option. This option will enable a user to select
one or more users to add access to the selected Dataspy. When the user selects Users in the
popup and clicks Submit, the system will make a copy of the selected Dataspy and add it to each of
the selected Users.

Configuration Manager
The EAM Configuration Manager has been enhanced with several new fields to provide more details
about data imports and import progress.

The Status screen displays details for the Session ID and import attempt as well as the date and
time for each portion of the import process and the number of records processed. The screen
also includes a new option, Retry Import, to restart an import if any issues arise.

The Status Details popup includes information about the table currently being imported and the
date and time for each portion of the import process. The information on the Status Details
screen will be refreshed every 60 seconds for the duration of the import.

12 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

Views
EAM has been enhanced with a new screen to enable users to create Views against the database.
While there are limitations on the complexity of the grids users can create with Grid Designer, the
Views screen will address these limitations and extend the functionality of EAM. Views can be
referenced by User Defined Grids, allowing users to leverage outer joins and unions, which are not
support on the User Defined Grid screen directly.

Filter by Work Order Type to Archive Records


EAM has been enhanced to facilitate the archiving of records by Work Order Type. Previously, EAM
supported the entry of Archive Through date, the user will now also be able to archive records
filtering by Work Order Type. If Work Order Type is populated, the system will archive work orders
with a job type (Entity JBTP) as selected in that field. If Work Order Type is not populated (and
Work option is selected) work orders of all job types will be archived.

Add Documents popup


For the Add Document Popup (+ icon on the Documents tab or when you double-click an existing
record on the Documents tab), support for hyperlinks on the Document field was added. The user
will be able to change the value of the screen they are hyperlinking to.
To support IDM (Infor Document Management) integration, the following fields were added to the
Documents lookup:
IDM Document Type
Effective Date
Expiration Date
Title
UDF fields

Documents
To support IDM (Infor Document Management) integration, the following fields were added to the
Documents screen:
IDM Document Type
Effective Date
Expiration Date
Title
UDF fields
If the Install Parameter IDMSRVR is set to NULL, IDM Document Type is hidden. The UDF fields
are available to be used but can only be configured on the Warranty screen which shares the
UDFs.

Infor EAM 11.3.2 Product Release Notes | 13


Section B Product features

Create/Upload Documents popup


To support IDM (Infor Document Management) integration, the following fields were added to the
Create/Upload Documents popup:
IDM Document Type
Effective Date
Expiration Date
Title
If the Install Parameter IDMSRVR is set to NULL, IDM Document Type is hidden.

Users | KPIs tab


A new list/detail KPI tab was added to the User screen which allows for the viewing, adding and
removing of KPIs to a user. The KPI Code lookup is multi-select so the user can select more than
one record. Based on the Install Parameter INCRLINO, the system will add KPIs to the KPI list with
properly sequenced numbering.

Users | Inbox tab


A new list/detail Inbox tab was added to the User screen which allows for the viewing, adding and
removing of Inboxes to a user. The Inbox Code lookup is multi-select so the user can select more
than one record. Based on the Install Parameter INCRLINO, the system will add Inboxes to the
Inbox list with properly sequenced numbering.

KPI Setup | Users tab


A new list/detail User tab was added to the KPI Setup screen which allows for the viewing, adding
and removing of Users to a KPI. The User Code lookup is multi-select so the user can select more
than one record. Based on the Install Parameter INCRLINO, the system will add Users to the User
list with properly sequenced numbering.

Inbox Setup | Users tab


A new list/detail User tab was added to the Inbox Setup screen which allows for the viewing, adding
and removing of Users to an Inbox. The User Code lookup is multi-select so the user can select
more than one record. Based on the Install Parameter INCRLINO, the system will add Users to the
User list with properly sequenced numbering.

Extensible Framework / Flex Business Rules


To prevent accidental changes or deletions of data while using the Extensible Framework and Flex
Business Rules screens, the following warning caption was added to each screen, WARNING: This
feature, if implemented incorrectly, could alter or delete data. Infor recommends that these features
be enabled only by experts who have received training on these features.

14 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

Equipment Module

Nonconformities
All nonconformity data in previous releases resided in one table. In this new release nonconformities
now have a separate record for the header data. Observations can be associated to this header
record whenever required. This change to the underlying data model has the following important
implications:
The previous Nonconformities screen that you were used to and accessed from the main
menu is now called Nonconformity Observations. This screen still looks and feels the same.
The nonconformity header and observations are shown together as a combination and,
depending on the configuration setup, header and observation data can both be edited at the
same time. Some notable changes on this screen are
o Introduction of the nonconformity header Status and a Department field.
o Closed and Repaired checkbox have been removed.
o Purge function has been removed.
o Capital Planning Request creation moved to the new Nonconformities screen.
The Nonconformities tab on the Work Order screen has undergone similar changes and also
shows data from the header and the observation, as if it was all in one record, on the same
screen. This tab has not been renamed.
A new Nonconformities screen was developed that represents the nonconformity header
data and the Observations tab on this new screen manages all the observation data.
A new status was introduced for the header nonconformity. Basically there are only two
system choices, either open or closed. The status codes used so far and the related status
authorization matrix are all moved down one level to the observation. Most restrictions on
status changes on observation level have also been removed, and the purge status was
removed altogether.
IMPORTANT: Status authorization on header level may have to be defined.
The split also introduced requirements to synchronize observation data with header data at
certain user defined moments, both in the area of status and condition. Rather than
introducing more organization options to control the behavior, a new Nonconformities Setup
screen was developed. This screen offers all the old options and several new ones as well.
On the Status Dependency tab of this screen you can make sure that the header
nonconformity status is automatically set to a certain value when an observation of the
nonconformity is set to a certain value. For example, when the first observation goes to
status approved, the header nonconformity status may go from open to open and verified.
The following table describes where fields are now stored after the split:
Nonconformity Header Field Observation Field
Nonconformity Observation PK
Description Observation
Organization Task Plan for Checklist
Equipment Task Plan for Checklist Revision
Location Observation Status
Department Severity

Infor EAM 11.3.2 Product Release Notes | 15


Section B Product features

Class Intensity
System Level Size
Assembly Level Importance
Component Level Note
Part Recorded By
Material Type Date Recorded
Status Condition Score
Type Condition Index
Severity Next Inspection Date
Intensity Next Inspection Date Override
Size Work Order
Importance
Priority
Condition Score
Condition Index
Next Inspection Date
Next Inspection Date Override
Recommended Repair Date
Estimated Labor Costs
Estimated Material Costs
Estimated Misc. Costs
Linear equipment From and To data
All User Defined Fields
As you can see some data resides in both tables. Severity and Condition Index for example are
associated to the observation, as they can change over time. Both fields are also associated to the
nonconformity header to represent the current severity of the nonconformity.

The Nonconformities functional brief describes the nonconformity functionality in a lot more detail. Highly
recommended reading.

Note to Existing Customers:


Due to the changes to the nonconformity data model and screens, the following data and setup will be
recreated after upgrade:
1. The screen designer setup for the Nonconformity Observations screen and the Nonconformities
tab on the Work Order screen will be completely reset for all user groups.
2. Nonconformities Audit setup and audit data will be copied to the Audit Archive table, then deleted
from the Audit Trail data table. Setup must be recreated after upgrade.
3. Nonconformities E-Mail Notification Setup will be lost. E-Mail Notification Setup must be recreated
after upgrade.
4. Nonconformities Flex Business Rules setup will be lost. Flex Business Rules setup must be
recreated after upgrade.
5. Nonconformities where one or more observations have a System Status Purged will be deleted
during the conversion. All statuses where System Status is Purged will also be deleted along
with any configured status authorizations.
6. The nonconformity header data will be based on:
a. The approved observation if exists
b. Otherwise if no approved observation exists it will be based on organization option
NONCSURA. If this option is set to FIRST it will be the lowest observation. If set to
LAST it will be the highest observation. If set to UPD it will be the most recently

16 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

updated. If multiple are found, or if no updated records exist, it will use the earliest
observation in that set.
7. The nonconformity header status will be closed if an approved observation is found where Closed
or Repaired is selected. Otherwise the nonconformity header status will be open.
8. If more than one observation of a nonconformity references a capital planning requests only one
of these references will be copied to the header nonconformity. The remaining references will be
lost.
9. Any user defined grids and alerts related to nonconformities may also be influenced by the
changes applied to the data model.
10. All nonconformity related organization options have been converted to the new Nonconformities
Setup screen as follows:

Option Replaced By Comments

NONCSYNC Protect Header Data If NONCSYNC is Yes selected, otherwise


unselected.

Protect Observation Data on New setting. Defaults to unselected.


Header

Synchronize Header With New setting. Defaults to 'At Approval'.


Observation

NONCMRGE Merge Restrictions Copy NONCMRGE value.

NONCSTAT Use Observation Status Copied from NONCSTAT if Yes, otherwise set to
Automatic.

Superseded Status New setting. Set to the default superseded status.

NONCRINS Re-Inspection Status Copied from NONCRINS value. If this is an invalid


status, set to the default unfinished observation
status.

NONCAAPP Auto Approve Status If NONCSTAT is No or NONCAAPP is Yes, set to


the default approved observation status. Otherwise
blank.

NONCASKP Auto Skip Status If NONCSTAT is No or NONCASKP is Yes, set to


the default skipped observation status. Otherwise
blank.

NONCCOPY Include Condition for Re- If NONCCOPY is Yes selected, otherwise


Inspection unselected.

NONCVMAX Previous Observation Count Copied from NONCVMAX value.

NONCSURA None Option is removed.

Linear Equipment
Several enhancements were introduced relating to linear equipment:

Infor EAM 11.3.2 Product Release Notes | 17


Section B Product features

1. On the Segments and Routes tab of the Equipment screen a new organization option
SRSTSYNC is available with which the equipment structure can be synchronized. If the
option is activated new segment records and route records inserted on these tabs will also
create a corresponding equipment structure record. Deletion of these structure records can
also be handled when records are deleted from these tabs.
2. Segment Parents - This new tab on the equipment screens serves the same purpose as the
Segments tab. But rather than adding Segments to the header Route, you are adding Routes
to the selected linear equipment Segment.
3. Route Parents - This new tab on the equipment screens serves the same purpose as the
Routes tab. But rather than adding Routes to the header Right of Way, you are adding Right
of Ways to the selected linear equipment Route.
4. The Linear Overview has undergone several enhancements:
a. In preferences hide segments and routes, or compress segments into one line using
the default segment type, rather than one line per segment type.
b. In preferences control which routes and segments are displayed and in which
sequence.
c. Define multiple user preferences per user.
d. Add nonconformities to the list of filters. The list now includes work orders, inspection
results, checklist and nonconformities. It is also possible to hide this node now.
e. Double clicking a bar with an equipment will hyperlink to that equipment.
5. The Trace Route popup on the work order screen now offers an option to create MEC child
work orders or regular child work orders. And if the user decides for regular child work orders
there is also an option to copy the work order activities from the parent. By default these
options are hidden and set the create MEC work orders, but screen designer can be used to
set the default values such that regular child work orders are created instead or to make
them available to te end user for dynamic selection as required.
6. A new installation parameter ALTPOINT was introduced to show the entered From Point and
To Point, in most places where these fields are used, in an additional field and alternate
format. The alternate From Point and To Point fields are active if the parameter is set to
PLUS100.
For example, the From Point value of 12345 will be displayed as 123+45 in the alternate
From Point.

Equipment (A/P/S/L) | Structure tab


A Preferences popup for the Structure tab and Structure Details tab were created. This
enhancement allows the user to determine how the Structure tab will display including format and
sequencing. Preferences that can be selected are:
Fields that can be made visible and sequenced:
Equipment Code
Equipment Description
Equipment Organization
Equipment Type Code
Equipment Type Description

18 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

Sorting options include:


By Sequence
By Name
Show options:
Show Icons
Show VMRS Codes
Show Parts
Show Workspaces
Changes on the Structure Preferences popup are made from Structure tab for Equipment
(Assets) but impact the following screens:
Structure tab for Equipment (Assets, Positions, Systems and Locations)
Structure Details tab for Equipment (Assets, Positions, Systems and Locations)
Structure tab for Equipment Lookup
Structure tab for Equipment Configuration
An option to move to the top-level parent on the Structure and Structure Details tab for
Equipment was added. This enhancement allows the user to select one of the following link
buttons.
Move to Top Level Asset
Move to Top Level Position
Move to Top Level Primary System
The system will determine if the top-level parent exists and change the Focal Point to this top-
level position. Besides Structure and Structure Details tabs for Equipment (A/P/S), Equipment
Lookup is also impacted.

Asset Inventory
Ability to filter sessions based on the inventory verification date, has been added on the parameters
tab for the asset inventory. On the inventory results tab, the system will exclude all assets, with an
inventory verification date later than the date entered on the parameters tab.
On the Inventory results tab, a new action item has been introduced to mark an asset as Not
Found. When trying to approve the session from this tab, a new Organization option has been
introduced, to set the resolution of assets whose observed location is blank, or to block the user from
approving the session.
CODE: AINVAPP
DESCRIPTION: Determines resolution of the asset when the asset inventory session is
approved, and the Observed Physical/Bin Location is NULL. If FOUND, then system sets the
Resolution of the asset to "Asset Found". If NOTFOUND, system sets the resolution of the asset
to "Asset Not Found". If BLOCK, the system does not allow approving the session if any
unresolved assets exist.
DEFAULT VALUE: FOUND

Infor EAM 11.3.2 Product Release Notes | 19


Section B Product features

Work Module

Work Orders | Book Labor tab


The ability to allow for booking labor across midnight was added to Book Labor tab for Work Orders
and other screens. An Organization Option WOBKMIDN was created to control this new feature. If
WOBKMIDN is set to Yes, and a Book Labor is entered across midnight, two records will be created
reflecting this Book Labor, each having separate dates worked. The other screens impacted are
Book Hours tab for Service Request, Work Order Quick Entry, Book Labor tab for Employee, Quick
WO Close and Labor tab for Batch WO Update

Work Orders
Update the Reference Description and the Geographical Reference based on the selected From
Reference Point or To Reference Point.

Miscellaneous

Open Repairs for Assets, Requisitions, and Purchase Orders


Three new tabs have been added to EAM, one each for the Assets, Requisitions, and Purchase
Order screens, to give more information on associated open repairs.
For Assets, the Open Repairs tab will display information about internal and external repair
requisition lines and purchase order lines associated with its repair. The Open Repairs is only
supported for Assets as EAM does not support repairable Positions or repairable Systems.
For Requisitions, the Open Repairs tab will display information about the assets included on the
requisition in need of repair. Only external repair details that have not yet been received will be
included.
For Purchase Orders, the Open Repairs tab will display information about the assets included on the
purchase order in need of repair. Only external repair requisition line details for the selected
purchase order that have not yet been received will be included.

Import Utility
A new checkbox called Force Update was added to Import Utility as an option to update existing
data only and not insert data.

Revision Control
Instead of having to specify an Approval List in update mode on revision controlled screens, an
enhancement has been made to allow for the entering of an Approval List in insert mode. The

20 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

following screens will also be impacted by this improvement: Material Lists, Routes, PM Schedules,
Task Plans, Job Plans.
In addition, on the Approval List screen itself, two new checkboxes have been added to differentiate
between Revision Control Approvers and Reservation Calendar Owners on the record view. The
approvers tab has been renamed to Users to reflect these changes.
On the equipment screens (Assets/Systems/Positions/Locations) the new Reservation Calendar
Owners List lookup field has been added, which will list approval list records marked as
Reservation Calendar Owners.
On the reservation calendar screen, if the equipment has the Reservation Calendar Owners List field
filled in, then all users as part of the list can edit the record.

Workspace Moves
User Defined Fields (UDFs) were added to the Workspace Moves screen.

Physical Inventory
The Physical Inventory screen now supports eRecords.

Knowledge Base Search


Introduced a new checkbox called Service Code Validation Filter on the Knowledge Base Search
screen. This screen can be accessed from the Search Criteria field on the Call Center screen.
If Service Code Validation Filter is unselected, which is the default when the screen opens, the
searches are purely executed on the knowledge base article data. These searches are further filtered
by the selection criteria for Department, Supplier, Service Category and Service Code as entered on
this screen.
If selected, article searches are further filtered by the Service Code Validation setting, as defined in
the Call Center Setup screen for the organization of the underlying Call Center service request
record. The system will now only show articles with Department, Supplier, Service Category or
Service Code entries that match the Service Code Validation setup. Articles where these four fields
are blank will also show.

Screens | Texts
Added a Tab Name field to the Texts tab of the Screens screen. Note that this field is available, but
was not added to the default Dataspy.

Non-PO Receipts
User Defined Fields (UDFs) were added to the Non-PO Receipts screen. In addition, these UDFs
are also displayed on the following screens:
Internal Repair Receipts

Infor EAM 11.3.2 Product Release Notes | 21


Section B Product features

Physical Inventory
Store-to-Store Issues
Store-to-Store Receipts
Supplier Returns

Hospitality Configuration
The following changes were made to EAM screens and are applicable ONLY when the @HMSINT
installation parameter is enabled (i.e. InforHMS is integrated to InforEAM). The Category Name and
Minor fields already exist in InforHMS on the Work Order. The value of the Minor checkbox and
whether it is editable or not depends on the Category Name value. These fields have now been added
in EAM (Minor already existed on the Work Order Hospitality screen) and the same constraints applied
to reduce the opportunity that EAM users can create EAM Work Orders that generate error conditions
when these Work Orders are processed into InforHMS:
Note: The Category Name field is only displayed when @HMSINT is enabled. In addition, the
following behavior only occurs when @HMSINT is enabled.
Service Codes (renamed to Problem Codes following installation of the Hospitality
Configuration): Added new Category Name field. The field is read only and will display the
Category Name associated to the Type selected for the Problem Code). It will only be displayed
when @HMSINT is enabled.
System Codes (renamed to Problem Codes following installation of the Hospitality
Configuration): Added new Category Name field. It will only be displayed when @HMSINT is
enabled and the Work order type entity is selected. Category Name valid values are Out of
Order and Out of Inventory. Associate the appropriate Category Name to each work order type
integrated to InforHMS.
o Category Name value is not stored here.
Work Order Hospitality
o Type is protected in update mode. In previous releases, Type could be changed in
update mode. Whenever the Type is selected/changed in insert mode the system will
set the values for Category Name and Minor as defined below.
o Added new, read only Category Name field. It will be populated with the Category
Name associated to the selected work order Type. The field will only be displayed when
@HMSINT is enabled.
o Minor If Category Name = Out of Order AND a Guest is currently occupying the
selected Room the system will select and protect this checkbox. If the Room is
unoccupied the system will unselect Minor and it will remain optional. If Category
Name = Out of Inventory the system will unselect and protect this checkbox.
InforHMS does not allow a Category Name of Out of Order when the room is
occupied unless it is a Minor WO.
InforHMS does not allow the WO to be Minor if Category Name is Out of
Inventory.
Guest Incident Requests

22 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

o Added new, read only Category Name field. It will be populated with the Category
Name associated to the work order Type of the selected Problem Code. The field will
only be displayed when @HMSINT is enabled.
Category Name is not stored here.
o Added new, optional Minor checkbox field.
o Minor - The same rules described for the Work Order Hospitality screen apply here as
well.
Work Orders
o See Work Order Hospitality changes defined above with the following exceptions:
Type can be changed in update mode for this screen i.e. same behavior as
previous releases.
Added new, optional Minor checkbox field.
Minor - The same rules described for the Work Order Hospitality screen apply
here as well.
Scheduled Start Date cannot be in the past.
Scheduled Start Date cannot be in the future when the WO Status is set to a
system status of Completed.
Scheduled Start Date cannot be in the past when the WO Status is set to a value
matching the CANCSTAT parameter.
Work orders cannot be deleted.
Call Center
o See Guest Incident Request changes defined above with the following exceptions:
Problem Code is the Service Code field on the Call Center screen (i.e. Service
Code boiler text is changed to Problem Code in the Hospitality Configuration).

GIS

EAM Side
Work Orders
Added Select Equipment From Map button/right click option to the Work Orders screen. When
selected, the system will display a map popup that allows the user to select 1 or more equipment,
including partial linear equipment, for inclusion on the work order.
This popup can be opened when the work order is in insert mode so that equipment can be selected
from the map. Once equipment is selected from the map the popup can be closed and the equipment
will be returned to the work order record view. From here the user can continue to enter data on the
work order prior to saving.
If the work order Equipment is populated, prior to opening the popup, the map will pan/zoom to the
proper extent to show the entered equipment. The equipment selection process can start from there.
If no Equipment is entered the map will open to its full extent.

Infor EAM 11.3.2 Product Release Notes | 23


Section B Product features

When Submit is clicked inside the popup the system will retrieve the selected equipment (or segments if
defined in GIS see new parameter below) to the work order record view, overwriting the existing value
if only 1 equipment is selected; Else, all selected equipment will be returned to the Equipment tab for
the WO (i.e. multiple equipment work orders are created).
This popup contains the following unique capabilities:
A tracing tool (i.e. Select By Trace) which can be used to define starting and ending points of linear
equipment which need work. This tool easily allows users to identify the start of the work at a
specified location on the linear equipment then jump off onto another linear equipment and
continue the trace until the work end point. The traced path is highlighted and relevant
equipment, along with their selected From Point & To Point will be returned to the work order. The
trace tool is just one method of selection. Other, more familiar, selection tools are also included.
o The trace tool will snap to features by default as your cursor nears them making selection
more efficient; however, if you wish to disable snapping temporarily during selection then
click and hold the Ctrl key (Command key on Mac) on your keyboard during the tracing
process.
Each linear equipment that is highlighted on the map will have the From Point and To Point
displayed on the map in terms of the selected Reference System. For example, the From Point and
To Point can be displayed in feet if this is a defined reference system for the map. However, if the
map contains a second reference system, such as mileposts, the user can change the Reference
System to display the From Point and To Point in terms of mileposts (i.e. ability to translate
measures from one reference system to another).
Notes:
Because this popup is primarily intended for customers who maintain linear asset, all maps for
display here must be LRS (linear reference system) enabled i.e. The ESRI Roads & Highways
extension is required to create these maps.
This popup supports multiple maps so the user can use any of the maps for which they have
access in EAM.
Visible Layers popup each layer can be marked as selectable. Only equipment in selectable
layers will be highlighted, displayed in the equipment grid, and returned to the work order.
If the popup is opened in update mode, the system will NOT highlight equipment that is
currently on the work order as the popup is primarily intended to be used in creating the work
order. However, the system will attempt to zoom/pan to an extent that shows all current
equipment on the work order. The user can make a new selection. Any equipment selected in
the popup will always be added to the existing equipment on the Equipment tab for Work
Order. There is no option inside the popup to remove existing equipment prior to adding new
equipment to the work order.
Several new parameters have been created for use on this popup:
o GISLRSWO Defines whether the linear equipment (i.e. GIS routes) are returned to the
work order or if segments are returned to the work order. This parameter value can be
specified for each map in a multiple maps environment.
o GISLRSSL Defines LRS event layer that contains linear asset segments. These segments
must be integrated to EAM equipment to be eligible for retrieval to the work order. This
parameter value can be specified for each map in a multiple maps environment.

24 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

o GISLRSMM Determines if a 2nd map can be displayed inside the popup. The 2nd map will
be displayed simultaneously next to the primary map. This parameter value is only used if
the existing GISMAPS parameter is set to Organization or Department.
Maps
EAM HTML now supports the display of maps from ESRI ArcGIS Online/Portal for ArcGIS inside EAM. If
the customer has created a map service using ArcGIS Server and federated that server to a Portal for
ArcGIS, then the map can be displayed in EAM.
The ArcGIS Online/Portal for ArcGIS user credentials should be associated to the EAM user on the User
Setup screen in EAM. Whenever, the EAM user attempts to display a portal map the system will grab
the GIS user credentials for the logged in EAM using and pass them to the portal for authentication.
Notes:
Web maps from ArcGIS Online/Portal for ArcGIS are NOT supported.
The ESRI ArcGIS Server User & ESRI ArcGIS Server Password fields on the User Setup screen will
be used to associate the portal user to the EAM user. These are the same fields used to
associate the ArcGIS Server user to the EAM user when the customer is using secured map
services in ArcGIS Server instead of using a portal (i.e. traditional method of integrating/viewing
maps inside EAM).
The named portal user that is associated to the EAM user must have core User, Publisher or
Administrator role of Portal for ArcGIS. Otherwise, they will not be able to view these maps
inside EAM.
Administration
Grid Designer - Added new checkbox to the Grid Designer screen to indicate the grid will be used to
map work order fields to GIS event fields. The new checkbox is called GIS WO Field Mapping.
Notes:
See ESRI Side section below, ability to export EAM work orders to GIS for details.
When defining a grid so that EAM work orders can be synchronized into GIS the grid should be
work order based. In addition, the evt_code should be included on the Fields tab for the grid as
this is the key field used in the synchronization process.

ESRI Side
ESRI Product Support
Infor EAM v11.3.2 will support the following ESRI products:
See 11.3.2_HWSW_Rqmts document for details

Export EAM WOs to GIS


The ability to export EAM work orders to GIS for display/analysis on maps has been added. This
capability is valid when the following are true:
ESRI Roads & Highways extension is installed.

Infor EAM 11.3.2 Product Release Notes | 25


Section B Product features

The GIS map is LRS enabled.


Work order header equipment must be linear.
The following changes have been made to support this functionality:
InforEAM Configuration | Linear Referencing tab Added a new tab called Linear Referencing to this
screen on the InforEAM Toolbar. The administrator will enter the URL (i.e. REST endpoint) of the
map service where the event layers are defined. This service must be LRS enabled. See Map
Feature Attributes below for details.
Map Feature Attributes Added ability to map EAM work order fields to GIS event attributes. If a
valid REST endpoint is defined on the Linear Referencing tab for InforEAM Configuration screen the
Layer dropdown on the Map Feature Attributes screen will show event layers, in addition to the
new fields Type and Infor EAM Grid; else, these things will not be displayed. If an event layer is
selected the administrator will be able to choose the EAM UDG from which to map fields into the
selected event layer.
o Create 2 UDGs (user defined grids) in EAM that define the work order fields and where clause
for the work orders for linear assets that will be exported. Define one UDG for point work
orders (From Point and To Point are populated with the same value) and the other for linear
work orders (From Point and To Point are populated with different values).
The GIS WO Attribute Mapping Grid checkbox must be selected on the UDG record view.
The EAM WO code field must be included in the UDGs and must be mapped into a GIS event
attribute field (see Auto-sync section below for more details).
o It is not necessary to add the GISOBJID column to event layers so they can be mapped to an
EAM work order UDG.
o A new Type field has been added to the Map Feature Attributes screen. When mapping an EAM
work order field choose Type = Work Orders. It is also valid to map EAM equipment attributes
into an event layer i.e. manholes may be events on a road network. In this scenario set Type =
Equipment.
o When mapping EAM work order fields to events the Owner must be EAM.
Auto-sync Added options to synchronize EAM work orders into GIS event layers per the attribute
mapping (see Map Feature Attributes section for details). This is an auto-sync option only (see the
Data Synchronization tab on the InforEAM Configuration screen of the InforEAM Toolbar).
o WOs can be created in GIS event layers and the mapped attributes can be kept in sync using the
mapped attributes.
The EAM WO code field must be mapped to a GIS event attribute for the system to keep the
data in sync following initial creation. The WO code is used as the key field in the attribute
synchronization process.
o Synchronizing work orders cannot be accomplished when synching manually (i.e. Synchronize
Records & Synchronize Attributes).
o This is a one-way synchronization i.e. data flows from EAM to GIS, not the other direction.

26 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

Infor EAM Databridge


The following table is a list of enhancements that are included with this release of Infor EAM
Databridge. Most of these include a reference to Infor ION to indicate either the initial or the
expanded support of the standard Infor ION BODs:

Enhancements

Added Support for Qualifications to Outbound Code Definition BOD

Added Support for Employee Qualifications to Inbound Personnel BOD

Added support for Purchasing Contract BOD

Added support for sending outbound Maintenance Order BOD on status change

Infor EAM PIRs


The following is a list of PIRs that are included with this release of Infor EAM:

PIRs

Qualifications - Increase qualification code field length to 20 characters.

Work Orders | From/To Reference Point lookup - Add field to display 'distance from equipment'

Equipment (A/P/S) | Linear Where Used - Added a new List Only grid showing where equipment is
used on the Linear References tab.

Grid Designer - Changes to a UDG should not delete the function or the menu option.

Work Orders | Closing - Added additional check when closing work orders with Regulatory-Repairs
Needed checklist line items

The Extensible Framework is now available to be referenced on popups

Assets | Create WO popup - Screen Designer has been enabled for this popup. To access, from the
Assets screen enter Screen Designer. The Create WO Popup will appear as a tab that can be selected
from the More Tabs dropdown. Only the basic Screen Designer functionality is allowed, such as
changing the display attribute of the fields.

Infor EAM 11.3.2 Product Release Notes | 27


Section B Product features

PIRs

Work Orders | Trace Route popup - Screen Designer has been enabled for this popup. To access, from
the Work Orders screen enter Screen Designer. The Trace Route Popup will appear as a tab that can
be selected from the More Tabs dropdown. Only the basic Screen Designer functionality is allowed,
such as changing the display attribute of the fields.

Work Orders | Trace Route - The To Point and From Point fields are no longer protected

Equipment (A/P/S) | Ranking Surveys | Calculate Ranking Values - Introduced Equipment Ranking
Level as a parameter in Queries.

Contractor Portal - Added the Additional Costs tab

Add Documents Popup - Added support for Hyperlink on the Documents field

Risk Matrix The Legend is now sorted by Threshold (ascending)

Systems Fields from the Healthcare Systems screen have been added to the main Systems screen

Screen Designer The Preview option is now available while in Screen Designer mode.

Reports
The following table lists new reports for this release:
None

Parameters and settings


This section lists the Install Parameters and Organization Options added and changed for this
release of Infor EAM.

28 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

New install parameters


The following Install Parameters have been added to this release of Infor EAM.
Code Default Description
Value
USPURG 7 Purge old r5usage data after a set number of days from the current date
(the database system date).
PENDO Pendo API key
@QUALIF N Is Qualification Outbound activated (Y/N)?
ALTPOINT Set to PLUS100 to additionally show the From Point and To Point as
fractions of 100, e.g. 12040 is 120+40. Otherwise leave blank.
XITENANT The tenant to use when communicating to other Infor applications inside
of Ming.le Xi. The value is typically set to "infor".
MENUTHME T Set to T to show the traditional EAM menu. Set to N to show the
Navigation menu.
@PURCONT N Is Purchasing Contract Outbound activated(Y/N)?
GISLRSWO Equipment Specify whether linear equipment or underlying segments
should be returned to the work order when using the LRS map popup on
the work order screen. Valid values are Equipment or Segments.
GISLRSSL Specify the LRS map layer where segments are maintained. Segments may
be returned to the work order when using the LRS map popup on the
work order screen. Use the map layer name as it is displayed in the
ArcMap Table of Contents. This parameter is only used when GISLRSWO =
Segments.
GISLRSMM NO Specify if a second map can be displayed in the LRS map popup on the
work orders screen. This parameter is only used when GISMAPS <>
Global. Valid values are YES or NO.
SECCCSP OFF Value of Content-Security-Policy header

Updated install parameters


The following Install Parameters have had their default value changed in this release of Infor EAM.
Parameter New value Old Value Description
XP_EXEC xp_exec_1132.xml xp_exec_1131.xml XML file used by xp_exec.dll

Removed install parameters


The following Install Parameters have been added to this release of Infor EAM.
Code Description
GISTFNTS Removed support for the value of OUTLINE

Infor EAM 11.3.2 Product Release Notes | 29


Section B Product features

Code Description
GISTGCLR Removed parameter
GISTOCLR Removed parameter

New organization options


The following Organization Options have been added to this release of Infor EAM.
Code Default Value Description
WOBKMIDN NO Determines if booking hours across midnight is allowed. If set
to YES, then the system will create two booked labor records in
this scenario. If set to NO, then the system will prevent booking
hours across midnight.
SRSTSYNC OFF Determines if the system should maintain a structure record
between the header equipment and the segment or the route,
if a record is inserted or gridd on the Segments or Routes tab of
the equipment screens. If set to I, a structure record will be
created at insert. If set to D, the structure record will be
removed at delete. If set to ID, the structure is maintained both
at insert and delete. If set to OFF, the system will do nothing.
AINVAPP FOUND Determines resolution of the asset when the asset inventory
session is approved, and the Observed Physical/Bin Location is
NULL. If FOUND, then system sets the Resolution of the asset to
"Asset Found". If NOTFOUND, system sets the resolution of the
asset to "Asset Not Found". If BLOCK, the system does not allow
approving the session if any unresolved assets exist.

Updated organization options


The following Organization Options have had their default value changed in this release of Infor
EAM.
None

Changed columns
The following columns have been changed in this release of Infor EAM.
Table Name Column Name Old Data Type New Data Type
R5ACTQUALIFICATIONS AQU_QUALIFICATION VARCHAR2(8) VARCHAR2(20)
R5ACTQUALIFICATIONS_ARCHIVE AAQ_QUALIFICATION VARCHAR2(8) VARCHAR2(20)

30 | Infor EAM 11.3.2 Product Release Notes


Section B Product features

Table Name Column Name Old Data Type New Data Type
R5MPACTIVITIES MPA_NOTE VARCHAR2(80) VARCHAR2(250)
R5PERSONNELQUALIFICATIONS PQU_QUALIFICATION VARCHAR2(8) VARCHAR2(20)
R5QUALIFICATIONS QUA_CODE VARCHAR2(8) VARCHAR2(20)
R5TASKQUALIFICATIONS TQU_QUALIFICATION VARCHAR2(8) VARCHAR2(20)
R5TRADEQUALIFICATIONS TRQ_QUALIFICATION VARCHAR2(8) VARCHAR2(20)
TXREPORTFUNCTIONS RFN_WHERECLAUSE1 VARCHAR2(2000) VARCHAR2(4000)
TXREPORTFUNCTIONS RFN_WHERECLAUSE1_EDB VARCHAR2(2000) VARCHAR2(4000)
TXREPORTFUNCTIONS RFN_WHERECLAUSE2 VARCHAR2(2000) VARCHAR2(4000)
TXREPORTFUNCTIONS RFN_WHERECLAUSE2_EDB VARCHAR2(2000) VARCHAR2(4000)
TXREPORTFUNCTIONS_SS RFN_WHERECLAUSE1_SS VARCHAR2(2000) VARCHAR2(4000)
TXREPORTFUNCTIONS_SS RFN_WHERECLAUSE2_SS VARCHAR2(2000) VARCHAR2(4000)

Dropped columns
The following columns have been dropped in this release of Infor EAM.
Table Name Column Name
R5NONCONFORMITIES NCF_PK
R5NONCONFORMITIES NCF_OBSERVATION
R5NONCONFORMITIES NCF_TASK
R5NONCONFORMITIES NCF_TASKREV
R5NONCONFORMITIES NCF_NOTE
R5NONCONFORMITIES NCF_RECORDED
R5NONCONFORMITIES NCF_RECORDEDBY
R5NONCONFORMITIES NCF_CLOSED
R5NONCONFORMITIES NCF_REPAIRED
R5NONCONFORMITIES NCF_WORKORDER
R5NONCONFORMITIES NCF_PERFORMED
R5NONCONFORMITIES NCF_PERFORMEDBY
R5NONCONFORMITIES NCF_PERFORMEDTYPE
R5NONCONFORMITIES NCF_REVIEWED
R5NONCONFORMITIES NCF_REVIEWEDBY
R5NONCONFORMITIES NCF_REVIEWEDTYPE
R5NONCONFORMITIES NCF_CODEBEFOREMERGE
R5CAPITALPLANNINGREQUESTS CPR_NONCONFORMITYPK

Infor EAM 11.3.2 Product Release Notes | 31

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