Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Aug
12

How to Provision User in Calem by SAML SSO


In the coming release of release R20d in August 2020, a feature is available to provision users in Calem based on SAML SSO. The feature allows an organization to centralize user management in its ID Provider. Calem provisions an authenticated user in Calem, or update the user settings accordingly. A user accesses CalemThe user is redirected to its ...
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Clay Li
Aug
07

How to Fetch Data Efficiently via REST API


This blog discusses options to keep a local copy of Calem data up to date via Calem REST API. The use case is as follows: A 3rd party app fetches asset, location and work orders from Calem. The data fetched is stored in a local database at the 3rd party app.The app needs to fetch data from Calem periodically to keep the local copy of data...
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REST API
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Clay Li
Aug
04

How to Embed Data Fields in Service Request by Email


​In the coming release of R20d one can embed data fields in the service request emails. This feature may be used by 3rd party apps to integrate with Calem. It is an alternative to integration with Calem via REST API. The following is an email sample reporting an issue with an asset. // Email Subject: Routing device malfunction Ref#3359// Email Body...
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Service Request Email Integration Integration
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Clay Li
Jul
30

How to Add a New Status Dropdown in Changes


​This blog discusses the steps to add a new status and a dropdown menu for the new status in change management. The concept can be applied to other objects such as work orders. Let's use the following use case for demo: When a change is created, its status is new. We need an option to set the status of the change to On-Hold in case a change ha...
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Change Change Management Customization
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Clay Li
Jul
24

How to Use Floorplans as Maps in Calem


Floor plans are drawings or images. They can be used as maps in Calem. For example, work orders are shown as markers and clusters of markers in an indoor business floor plan below. This blog discusses steps to use images as maps in Calem. The feature is available in Calem release R20d in August 2020.  1. Map Setup for Floor Plans The firs...
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Asset Work Order Map/FloorPlan
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Clay Li
Jun
12

Enhancements to Inventory Module in R20c


​Enhancements have been made in the inventory module for the coming release of R20c based on customer feedback. They enable better productivity for end-users. 1. History of Bins in Receiving Parts When receiving parts to stock Calem will display current bin used for the receiving item if there is stock. Otherwise, one has to use "Pick Oth...
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Inventory Transactions Inventory Requisition
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Clay Li
Jun
11

Asset Node Customization in Asset Tree


Asset nodes in Calem asset tree is shown as Asset number and its note field as shown in the screenshot below. This blog discusses the customization of the asset node in the asset tree. 1. Fields of Asset Node The first step is to make sure that the fields used in asset node are included in the following configuration. For instance, one needs to use...
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Asset Asset Tree Customization
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Clay Li
Jun
04

When to Use Dev Processes in Calem


Dev processes help administrators do development and troubleshooting. They are available in the coming release of R20c in June 2020.  Menu path: Admin | Open | Dev ProcessesOther server processes: Admin | Open | Server Processes 1. Export Database Database export is a scheduled task performed daily in Calem Cloud Service. It allows a...
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Clay Li
Jun
01

How to Mandate Data Entry in Work Order Checklist


A new flag "Note Reqd" is added to work order checklist for steps and safety measures in the coming release of R20c planned for June 2020. This feature provides a way to enforce required data entry. For instance, when a step is completed one must provide extra info such as photos, meter readings, etc. Such requirement can be mandated ...
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Preventive Maintenance Work Order
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Clay Li
May
24

How to Configure Calem with a Proxy


A proxy server such as a load balancer may be used with Calem to enforce security policy or to distribute load among Calem application servers. Some configuration changes are necessary for Calem to work with a proxy server. 1. Calem URL by HTTPs If your proxy server is to terminate SSL and Calem is accessed with plain HTTP, one needs to tell C...
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Proxy High Availability
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Clay Li
May
24

How to Report Work Orders and PMs Due


​In the coming release of R20c in June 2020, one can easily find out the due and past-due work orders and PMs from the Dashboard (highlighted in the screenshot below). Click a row to drill down to a form of tabs. Each tab is a list of PM work orders, Other (Non-PM) work orders, or PMs. Click "Export" button to export to excel for reporting purpose....
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Work Order Preventive Maintenance Dashboard
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Clay Li
May
19

How to Deploy Calem with High Availability & Performance


Calem is a full-featured Enterprise Asset Management (EAM)/Computerized Maintenance Management System (CMMS) application suite. Customers can choose to deploy Calem in ways that best match their business needs. Calem Cloud Service - Calem is deployed in a cloud service provider and managed by CalemEAM.On-Premise Deployment - Calem is deployed in cu...
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High Availability Implementation
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Clay Li
May
13

How to Add Thousands of Images to Calem (Deprecated)


This blog is deprecated. It is superseded by this blog. There may be thousands of images for asset, work order, and other objects to be imported into Calem when migrating from an existing CMMS/EAM solution after years of usage. This blog discusses an approach to add massive number of images to Calem. The approach requires some&n...
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Clay Li
May
06

How to Integrate with Calem


​This is a summary of integration options available in Calem. They are organized into the following parts: API Integration - a third party application uses Calem REST API to integrate with CalemEvent Subscription - a third party application uses REST API to receive Calem data change eventsEmail Integration - Calem reads inbound emails to ...
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Clay Li
May
06

When to Use Work Order View in Home Screen


​Work order lists in Home screen can be customized to show work order queues based on business requirements - see this blog for more information about Home screen in Calem. Work order lists are based on work order table by default. You may choose to use work order views for work order lists if you need to show the following info...
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Clay Li
Apr
28

How to Magnify List Views in Work Order Form


A user friendly feature will be available in a future release (R20c about May 2020). It allows one to magnify a detailed list view in work orders to its own list view with full screen size. It is much easier to view and operate a magnified list view in work orders. Administrators can customize other detail lists to add full-screen menu button. This...
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Clay Li
Apr
28

How to Mandate Labor for Work Order Completion


​There are cases when work orders have been completed without recording who performed them. Calem provides options to mandate labor data before one can complete a work order. 1. Mandate Labor for Work Order Completion This feature can be enabled to mandate that at least one labor entry has been entered to complete a work order. A labor entry r...
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Clay Li
Apr
17

When to Use the Deployment Tool for Multi-Services in Calem


The Deployment Tool for Multi-Services is available in the release R20b in April 2020. It simplifies the service management for organizations with many Calem cloud services. 1. Business Case An organization uses Calem Cloud Services for their external and internal customers. It is tedious and time consuming to set up the groups/...
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Customization Deployment Tool Cloud Service
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Clay Li
Mar
20

How to Setup SAML SSO (Single-Sign-On) in Calem


Customers can choose a single sign on (SSO) solution available in Calem including LDAP; and SAML. The LDAP authentication is performed behind scenes from Calem to LDAP servers. It is a choice for Calem Services behind firewalls. SAML performs sign-sign-on from the ID providers. It is a good choice for SSO over the internet. User...
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Clay Li
Mar
18

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or TabletsInstall Calem Touch to your pad or phonesHave a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem Touc...
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Barcode Work Order Inventory Transactions Inventory
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