IBM Maximo Data Loader

Release 6.2.1

Users Guide

Note
Before using this information and the product it supports, read the information in Notices on page 27.

This edition applies to version 6, release 2, modification 1 of IBM Maximo Data Loader and to all subsequent releases and
modifications until otherwise indicated in new editions. This edition replaces any previous edition of this document.
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Contents
About This Publication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Related Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1: Introducing IBM Maximo Data Loader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2: Data Loader Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Data Loader Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Top Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Load Details Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Object Attributes Frame. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Select Action Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Perform Data Load Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Simulation Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Actual Data Load. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
View History Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Export Data Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 3: JDBC Configuration Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
JDBC Configuration Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Top Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
JDBC Details Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Select Action Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Test JDBC Configuration Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 4: Cron Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cron Task Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding Cron Task Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Cron Task Instances Details Frame. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Cron Task Parameters Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 5: Preparing Input Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Delimited Text File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example Delimited Text File Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Long Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
JDBC Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example SQL Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 6: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Contents

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IBM Maximo Data Loader: Users Guide

About This Publication

This section explains how this guide can help you to use IBM Maximo Data
Loader. It also provides information about other IBM Corporation resources
available to you, such as additional documentation and support.

Intended Audience
This guide is designed for users who use IBM Maximo Data Loader.

Related Information
For more information about IBM Maximo Data Loader, refer to the following
documentation:

Copyright IBM Corp. 2007

Document

Description

IBM Maximo Data Loader Installation

Guide

Describes how to install and

configure IBM Maximo Data Loader

IBM Maximo Online Help

Provides step-by-step procedures for

IBM Maximo applications.

IBM Maximo System Administrators

Guide

Describes database configuration,

security, and other administrative
level applications and tasks.

IBM Maximo Users Guide

Provides an overview of the IBM

Maximo end-user applications. It also
describes how the IBM Maximo
applications interact with each other.

Related Information

IBM Maximo Data Loader: Users Guide

Introducing IBM Maximo

Data Loader

IBM Maximo Data Loader is a tool that loads any Maximo database table through
the Maximo application. The database table must be represented by a Maximo
business object (MBO).
By loading data through the Maximo application instead of directly into the
database, data is validated against the application business rules, including any
client specific rules. Therefore only valid data is loaded.
IBM Maximo Data Loader installation creates two additional applications in the
Configuration module: Data Loader and JDBC Configuration.
The IBM Maximo Data Loader application is used to define the MBO to load and
the details of the load. The JDBC Configuration application is where you
configure a JDBC connection to an external data source.
IBM Maximo Data Loader can run in parallel mode on BEA WebLogic which
significantly decreases the load times when appropriate hardware resources are
available. If you expect to run multiple loads simultaneously, consider clustered
servers and multiple Maximo instances.
To run IBM Maximo Data Loader in parallel mode a JMS (Java Message Service)
must be configured before using IBM Maximo Data Loader. The IBM Maximo
Data Loader for WebLogic installation guide provides installation steps for
installing in both parallel and normal modes.
WebSphere can run parallel without additional configuration.

Copyright IBM Corp. 2007

IBM Maximo Data Loader: Users Guide

Data Loader Application

The Data Loader application is used to define the MBO to load and the details of
the load.
There are two tabs in the Data Loader application. The first tab is the standard list
tab. The second tab is the Data Loader tab, where you create load configuration
records

Data Loader Tab

Top Frame

The top frame of the Data Loader tab contains the following attributes.
Load Name - Required
The unique name of the load configuration record.
Copyright IBM Corp. 2007

Data Loader Tab

Description - Optional
The description of the load configuration record.
Attachments - Optional
Use this link to view and download documents attached to this application.
You can download error or log files or you can upload delimited text files to
the Maximo server for processing.
Refer to the IBM Maximo Users Guide for details on using the attached
documents feature.
MBO Name - Required
The name of the MBO to be loaded. Click Select Value to display a list of
valid values.
Parent MBO Name - Optional/Required
The name of the parent of the MBO to be loaded. This field is required to load
an MBO that can only exist if its parent is identified. For example, a POLINE
cannot exist without a PO.
Primary Key - Read Only
The names of the attributes that make up the parent MBOs primary key. If
there is more than one attribute in the primary key, the attribute names are
separated by a comma. Any child loads must contain the primary key
attributes or an error occurs when you try to load the parent.

Load Details Frame

The Load Details frame of the Data Loader tab contains the following attributes.
Log Directory - Required
The folder to which the load configuration error and log files are written. The
folder must exist on the same server as the Maximo application.
Load Manner - Required
The way IBM Maximo Data Loader loads data into Maximo. Click Select
Value to display a list of valid values. The following are valid values.
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IBM Maximo Data Loader: Users Guide

Data Loader Tab

INSERT
Creates new records. If the data being loaded already exists in Maximo, a
duplicate key error is generated.
INSERTUPDATE
Creates new records or, if the data being loaded already exists in Maximo,
the data is updated. Use this value when the load file contains more new
records than existing records.
UPDATE
Updates the records. If the data being loaded does not exist in Maximo, a
record not found error is generated.
UPDATEINSERT
Updates records or, if the data being loaded does not exist in Maximo,
new records are created. Use this value when the load file contains more
existing records than new records.
NOTE

When using INSERTUPDATE, UPDATE, or UPDATEINSERT, ensure

all attributes that make up the primary key of the MBO are defined
either in the data to be loaded or specified using attribute defaults.
However some MBOs are sensitive about using default values for
primary keys.

Read Count - Required

The number of records from the data source placed onto the input queue at a
time. When used with the Read Interval attribute, the number of records on
the queue can be limited to a level that does not overwork the hardware
resources. The default value of 0 means that all of the source data is placed
immediately on the queue at the beginning of the data load.
IBM Maximo Data Loader uses an internal queue to hold data to be loaded.
The data is moved from the queue and is loaded into the Maximo database
through the MBO.
Read Interval - Required
The number of seconds between each load of the Read Count input records
onto the internal queue.
Text File Name - Required when Load Type = TEXT
The name of the input text file containing the data to be loaded into Maximo.
The input text file must be on the server where Maximo is installed.
Export File Name - Optional
The path and name of the export file.
JDBC Source - Required when Load Type = JDBC
The name of the JDBC configuration record used to connect to the remote data
source. Click Select Value to display a list of valid values.
Data Loader Application

Data Loader Tab

See Chapter 3 for information on creating JDBC configuration records.

Load Type - Required
The type of the load configuration. Click Select Value to display a list of valid
values. Valid values are TEXT or JDBC.
Date Format - Optional
The format for loading dates into Maximo. Click Select Value to display a list
of valid values.
Refer to the IBM Maximo Data Loader Installation Guide for instructions on
expanding the list of date formats.
Time Format - Optional
The format for loading time into Maximo. Click Select Value to display a list
of valid values.
Simulation? - Optional
If selected, the data loading process runs including MBO validation but data
is not written to the database.
Trim Whitespace? - Optional
If selected, any leading and trailing white space in a data field is removed
before writing the data to the Maximo database.
Delimiter - Required when Load Type = TEXT
The character used to delimit values in the input text file.
JDBC SQL - Required when Load Type = JDBC
The SQL query used to retrieve data from the JDBC data source. The data
returned from this query must contain attribute data exactly matching its
equivalent in the MBO to be loaded. The match is case sensitive.

Object Attributes Frame

The Object Attributes frame contains the attributes of the MBO entered in the
MBO Name attribute. The Object Attributes frame of the Data Loader tab contains
the following attributes.
Attribute Name - Read Only
The name of the MBO attribute.

IBM Maximo Data Loader: Users Guide

Select Action Menu

Is Primary Key? - Read Only

If selected, this attribute is part of the MBOs primary key.
Update? - Optional
If selected, this attribute is updated when the Load Manner is set to UPDATE,
UPDATEINSERT or INSERTUPATE.
Order - Optional
The order the attribute is set in the MBO. The value must be unique within
this configuration.
If the attribute order is not defined, the MBO attributes are loaded in the order
defined in Database Configuration.
Some MBO attribute validations expect other attributes to be set. For example,
when checking that an end date is after the start date, the start date must be
set before the end date.
If the attribute order in Load Configuration is incorrect then the MBO will not
successfully load. The order must be determined by reviewing and replicating
the order data is entered through Maximo applications.
Default - Optional
When no value is provided from the input data for this attribute, the value
defined here applies to all records loaded.
Export? - Optional
If selected, this attribute is exported.
Export QBE - Optional
The QBE applied to the attribute for export.

Select Action Menu

Perform Data Load Option
The Perform Data Load option under the Select Action menu is used to load data
into the Maximo database.
The progress of the load displays in the View status dialog box.

Data Loader Application

Select Action Menu

The View status dialog box has the following attributes.

Revision ID - Read Only
The number of times this load configuration record has been executed,
including simulations.
Record Count - Read Only
The number of records loaded at the time of the dialog box refresh.
% Comp - Read Only
Percent of the load completed.
Line Number - Read Only
The count of the records processed in the current load file. Rows are not
necessarily loaded in the exact order they appear in the input source due to
parallel loading within IBM Maximo Data Loader.
Status - Read Only
Indicates if the input file row loaded successfully or had an error.
Time stamp - Read Only
The date and time the record was processed in the current load file.
The View status dialog box has the following buttons.
Refresh
Displays the records processed and the percent complete. You can use this
button multiple times during the load.

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IBM Maximo Data Loader: Users Guide

Select Action Menu

Cancel
Stops the load after the current queue is processed. Records queued on the
application server are not cancelled; only records not yet queued to be
processed are cancelled. Use the View History option to see the number of
records that were processed.
Close
Closes the dialog box.

Simulation Load
To run a load process without updating the database, make sure the Simulation?
check box is selected in the Load Details frame of the Data Loader tab. You can
check for errors before the data is actually loaded into the database. Error and log
files are written to the file specified in the Log Directory attribute.
NOTE

Not all errors are identified during a simulation load. Some validations are not
performed until the data is committed to the database.

Actual Data Load

To run a load process to update the database, make sure the Simulation? check
box is not selected in the Load Details frame of the Data Loader tab. If you are
running a load that inserts records, check the row count of the appropriate
database table before you run the load so you can compare the row count after the
load. The difference in the row count should match the number of successfully
loaded rows as reported in the log file.
Error and log files are written to the file specified in the Log Directory attribute.

View History Option

The View History option under the Select Action menu is used to view details of
all data loads done using the current load configuration.

The View Status dialog box contains the following attributes.

Load Name - Read Only
The name of the load configuration record.

Data Loader Application

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Select Action Menu

Revision - Read Only

The load number of this load configuration record.
Date - Read Only
The date and time the load started.
Loaded by - Read Only
The Maximo user that performed the load.
Loaded - Read Only
The number of records that loaded successfully.
Failed - Read Only
The number of records that failed to load.
Log File - Read Only
The name of the log file created for the load.
Error File - Read Only
The name of the error file created for the load.

Export Data Option

The Export Data option under the Select Action menu is used to export data from
the MBO. When you select this option, the export starts.
You must supply an export file in the Export File Name attribute in the Load
Details frame on the Data Loader tab.
When the export is complete, a message displays indicating the number of
records exported.

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IBM Maximo Data Loader: Users Guide

JDBC Configuration
Application

The JDBC Configuration application is where you configure a JDBC connection to

an external data source.
There are two tabs in the JDBC Configuration application. The first tab is the
standard list tab. The second tab is the JDBC Configuration tab where you create
JDBC configuration records

JDBC Configuration Tab

Top Frame
The top frame of the JDBC Configuration tab contains the following attributes.
JDBC ConfigName - Required
The unique name of the JDBC configuration record.
Description - Optional
The description of the JDBC configuration record.
JDBC Username - Required
The user name to establish the connection to the JDBC data source. The value
must be a valid user ID that can connect to the database.
JDBC Password - Required
The password for the JDBC Username value.

JDBC Details Frame

The JDBC Details frame contains the JDBC connection information. The current
JDBC connection values for your Maximo installation is in the maximo.properties
file in the <Maximo dir>/applications/maximo/properties folder.
Copyright IBM Corp. 2007

13

Select Action Menu

The JDBC Details frame of the JDBC Configuration tab contains the following
attributes.
JDBC Driver - Required
The class name of the JDBC driver used for the connection to the JDBC data
source.
Connection URL - Optional
The address used to connect to the JDBC data source. The format is
<hostname>:<port>:<sid>.
Example
For Oracle 9i, the URL might be jdbc:oracle:thin:@hostname:1521:maximo

Select Action Menu

Test JDBC Configuration Option
The Test JDBC Configuration option under the Select Action menu is used to test
the JDBC configuration.
Before you save the JDBC Configuration record, select this option. An attempt is
made to connect to the remote data source using the parameters of the
configuration record. If a connection is established, you receive the following
dialog box.

If the connection is not established, a message displays describing the error. After
you fix the error, save the JDBC configuration record.
The test can be done for saved records. Be aware that if a JDBC configuration has
an error, there is nothing to stop a user from using it for a JDBC load.

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IBM Maximo Data Loader: Users Guide

Cron Task

You can run data loads through the cron task feature in Maximo. The IBM
Maximo Data Loader installation creates a cron task record in the Cron Task
Setup application. You can schedule as many data loads as you want.
The Cron Task Setup application is under the Configuration module. Search for
the cron task record called MDL.

Cron Task Tab

Copyright IBM Corp. 2007

15

Cron Task Tab

Adding Cron Task Instance

You must add a new cron task instance to the MDL cron task record for each data
load you want to schedule.

Cron Task Instances Details Frame

The Cron Task Instances Details frame of the Cron Task tab contains the following
attributes.
Cron Task Instance Name - Required
The unique name of the cron task instance.
Description - Optional
The description of the cron task instance.
Schedule - Required
The frequency or time the instance runs. Click Set Schedule to display the
Select Schedule or Time Interval dialog box.
Refer to the IBM Maximo Users Guide for details on setting schedules.
Run as User - Required
The Maximo user to run this cron task instance. The default is MAXADMIN.
Click Select Value to display a list of valid values.

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IBM Maximo Data Loader: Users Guide

Cron Task Tab

Active? - Optional
If selected, the instance is active.
Last Run Timestamp - Read Only
The date and time this instance was run.

Cron Task Parameters Frame

The Cron Task Parameters frame of the Cron Task Setup tab contains the
following attributes.
Parameter - Read Only
The default is LOADNAME for the MDL record.
Value - Required
Type the name of the data load configuration record to be run by this cron
task instance.
Description - Read Only
The default is The name of the data load task that will be launched.

Cron Task

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Cron Task Tab

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IBM Maximo Data Loader: Users Guide

Preparing Input Data

Delimited Text File

The delimited text file must meet the following requirements.
T

The delimited text file must contain a single header row with the MBO
attributes and at least one row of data in the same order as the header row
attributes. Each data row corresponds to a database table row.

The first line in the text file must contain the MBO attribute names in
uppercase and must match the MBO attribute names exactly.

All attributes in a row, including the header must be delimited by the same
character.

An attribute can contain the delimiter character if it is enclosed using a pair of

double quotation marks. IBM Maximo Data Loader uses standard CSV
conventions when translating the delimiter character in the load string.

White spaces do not have to be removed from the input data as long as the
Trim Whitespace? check box is selected before running the load.

Example Delimited Text File Rows

The following line shows the first line of a delimited text file.
COMPANY,NAME,TYPE,ADDRESS1
The following lines show data lines for the COMPANIES MBO. The data must
contain the data values in the order specified in the first line and the must be
separated by the same delimiter. Each row in the file represents one row of data
and will be stored in one database row.
RSL

,Reflective

,V ,Coppergate House

IBM ,IBM Corporation,C ,Brook House

The data does not need to be aligned within the file. The following lines would
also be correct.
RSL,Reflective,V,Coppergate House
IBM,IBM Corporation,C,Brook House

Copyright IBM Corp. 2007

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JDBC Data Source

Long Descriptions
To load long description fields, the input file field name must be in the following
format.
<FIELDNAME>_longdescription
Example
ADDRESS1_longdescription

JDBC Data Source

JDBC data sources are loaded using a SQL statement that retrieves the required
data. The attribute names of the SQL results must contain the MBO attribute
names in uppercase and must match the MBO attribute names exactly.
The SQL statement has a maximum length of 1000 characters. If you are not able
to write a statement within the character parameter, you can extract the data to a
delimited text file, edit the file, and load the data from the text file.

Example SQL Statement

The following statement loads the COMPANIES MBO.
SELECT CO AS COMPANY1, CONAME AS NAME, V AS TYPE, ADDR1 AS
ADDRESS1 FROM <Source Table Name>;

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IBM Maximo Data Loader: Users Guide

Troubleshooting

Error and log files are created at the end of every data load. The files are written
to the folder specified in the Log Directory attribute on the Data Loader tab.
Each line of the error file has the input data plus the data loader error appended
as an extra attribute. This attribute is called MDL_ERROR. The MDL_ERROR
attribute contains the actual error reported by Maximo.
You can correct the errors in the error file and rerun the load configuration using
the error file instead of the original data source. IBM Maximo Data Loader ignores
the MDL_ERROR information so you do not need to remove that information.
However, any attributes in the error file that are not part of the MBO being loaded
will produce the 'Cannot Insert' error.

Copyright IBM Corp. 2007

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IBM Maximo Data Loader: Users Guide

Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document
in other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
product, program, or service is not intended to state or imply that only that IBM
product, program, or service may be used. Any functionally equivalent product,
program, or service that does not infringe any IBM intellectual property right
may be used instead. However, it is the user's responsibility to evaluate and verify
the operation of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter
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IBM Maximo Data Loader: Users Guide

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IBM Maximo Data Loader: Users Guide