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Four Rivers TMS Integration

Overview

Four Rivers TMS delivers comprehensive maintenance management software (CMMS) solutions to the healthcare industry. TMS integrates so that inventory data (ex: workstations, installed programs/software, installed services, disks, etc.) can be shared with and used within the CSM CMDB (as Configuration Item records).

How the Integration Works

Shared external data is either imported or linked. Both imported and linked data are accessed using an External Connection that you create; however:

Typically, TMS workstation data is imported into the Config-Computer Business Object, and all other data (installed programs/software, installed services, disks, etc.) is linked to using supporting Business Objects (either existing or new External Supporting Business Objects that you create). CSM provides several wizards to walk you through the steps to create the External Connection, create the External Business Object, and import/link the external data.

Note: TMS utilizes a normalized Microsoft SQL Server (MSSQL) database (data is spread across many tables). Before CSM can share data in a normalized External Database, you might need to create one or more database Views to collect, combine, and filter the information you are interested in sharing (importing/linking). You can create the Views in the TMS database or in the CSM database. If you choose to create Views in the CSM database, you might need to create a Linked Server.

Recommendations

When sharing data with an TMS Database, you will most likely want to:

Related Reading

Steps to Integrate

Perform the following high-level steps to import/link TMS data. For detailed step-by-step instructions, refer to the Share data with an External Database section in our online help.

Note: Most steps are performed in CSM Administrator, within a Blueprint.

  1. Create Views of the TMS data to which you want to connect. For example:
  2. Create a Blueprint.
  3. Create an External Connection to the TMS data. Data is either in the external TMS Database or in the database Views, which are accessed through a Linked Server. Accessing a Linked server depends on the configuration of your CSM.

    Use the CSM External Connection Wizard (CSM Administrator>Blueprint>Tools>External Connections) to create an External Connection. Typically:

    The new connection is shown in the External Connections window.

  4. Map each CSM Business Object to the appropriate TMS View:

    Use the CSM External Data Wizard (CSM Administrator>Blueprint>"Business Object">Map to external Data) to map the data. Typically:

  5. Import each TMS View into the appropriate CSM Business Object.

    Use the External Data Import Wizard (CSM Administrator>Database>Import External Data) to import the data. Typically:

  6. Edit Relationships so that data can be shared and displayed between Business Objects:

    Use the Relationship Editor (CSM Administrator>Blueprint>"Business Object">Edit Relationships) to edit Relationships.

    1. Edit the Configuration Item Group Links Customers Relationship to use custom link constraints similar to:

      Customer.FullName = ConfigurationItem.PrimaryUserFullName.

      Relationship Constraint

    2. Edit the following existing Relationships to use a custom link constraint similar to:

      Config-ComputerAssetTag = ComputerID.

      ComputerID is used for:

      • Computer Owns Drives.
      • Computer Owns Installed Services.
      • Computer Owns Installed Software.

        Relationship Constraint

  7. (Optional) If you have additional mapped data, you can edit the Business Object Forms and Grids to display the additional information.

    Use the Form Editor to add Form Controls to the Form that show (and allow editing) of the values in the fields; use the Grid Editor to define which fields are displayed as columns in the the Business Object Grid.

  8. Publish the Blueprint.

See Also

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