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IBM 8196 Laptop User Manual

1. xii Chapter 1 Introduction lisse see 1 1 1 Enterprise asset management overview 00 eee eee 1 1 2 Maximo Asset Management Essentials 0 2 1 2 1 General Functional Overview 0 3 1 22 Modules erue rre a epus 4 1 2 3 Integrating with Existing Enterprise Applications 7 Chapter 2 Maximo Asset Management Essentials 7 1 9 2 1 Differences with Maximo Asset Management Enterprise 10 Chapter 3 Project Planning 000 17 3 1 Required Skills llli 18 3 2 Solution Description and Assumptions 7 nee 20 3 3 Task Break Down 22 Chapter 4 Solution Environment 27 4 1 Hardware and Software Requirements eeu 28 4 2 Typical deployment environments llle eese 31 4 2 1 Single server iara 31 4 2 2 Multi server gt 32 4 3 Sizing Considerations 00000 33 4 4 Maximo Asset Management Essentials Supported Platforms 34 Chapter 5 Installation 0 000 00 eee ee 37 5 1 Pre Installation checklist 0 0 0 eee ee 38 5 1 1 Hardware Software considerations 38 5 1 2 Verifying the DVD Content 0 000000 cee ee 38 5 1 3 Backup Snapshot Management 5 39 5 1 4 JDK JRE cocoa ERR kot ecd oc nox GR ER edad abl 39 5 1 5 Internet Browser 39 5 1 6 Disabling the firewall llle 39 Copyright IBM Corp 2008 All rights reserved iii 7645TOC fm Draft Document for Review May 23 2008 10 14 am
2. WS WAS IHS 6 1 0 FP13 6 1 0 WS IHS WinX32Z FPO0O000013 pak gt TT UNG vrontraretarror 1 N 0128 aR rN rr entitiam Select an option for the required middleware install images C Copythe images Copy the middleware install images from the source media to a specified directory shield tall Back Next Cancel Figure 5 5 Middleware Installer Image 8 For Linux Only the Middleware installer will create number of temporary files and will extract the middleware images to a temporary directory Specify a directory or accept the default tmp Tip Make sure tmp or specified location has enough disk space 9 From the Deployment Plan Operation panel select Deploy the plan and then click Next You can also elect to make changes to the deployment plan or parameters you have previously configured from this panel 52 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm The deployment plan located at Ciribmitivoliimwiworkspacelfenway itsc austin ipm comideploymentPlan is ready to be deployed Select an operation to perform upon this deployment plan Deploy the plan C Editthe configuration parameters C Delete the deployment plan and create a new one Restart the plan O Undeploy the plan stallShield Cancel Figure 5 6 Manage Middleware Deployment Plan 10 From the Depl
3. WebSphere Application Server ND Version 6 1 0 9 Configuration for WAS ND IBM HTTP Server Version 6 1 Embedded Security Services version 5 1 ee eeeeee Finish Figure 5 8 Middleware Installation completed 5 3 2 Tivoli middleware installer logs Tivoli middleware installer log files are located in the workspace directory that was defined in the Tivoli middleware installer The different types of log files are described below User interface logs The logs generated by the Tivoli middleware installer user interface are located in the workspace directory The mwi log file is the high level log file that was generated by the most recent invocation of the Tivoli middleware installer If an error occurs examine this log file first An entry in this log file may direct you to a lower level log file Log files named mwi logX where X is a number are copies of the mwi log file from earlier invocations of the Tivoli middleware installer So for example mwi logO is produced after the first invocation of Tivoli middleware installer mwi log1 is produced after the second invocation of Tivoli middleware installer and so on Chapter 5 Installation 55 7645install fm Draft Document for Review May 23 2008 10 14 am Logs for steps run by the user interface In addition to collecting input from the user the user interface of the Tivoli middleware installer also performs several system checks Examples of system checks ru
4. 96 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 5 7 Setting the System and Logging properties Once the installation is complete you would be configuring the different system properties and enabling logging for the application With Maximo Asset Management Essentials 7 1 this task has become far easier as it comes with dedicated applications to perform these activities 5 7 1 System Properties Application Global Only System Properties is a new application that is a part of Maximo Asset Management Essentials 7 1 and can be used to configure System wide properties that are at a Global level or Instance level These Properties consist of keys and values that determine the configuration of the product and the behavior of many of its components Global Properties A global property exists only at a system wide level This means that the property is applicable to all the product server instances for example application server working with a common database For example the system property mxe logging rootfolder is a global property whose value is a directory on the hard disk of the server machine where the product s log files reside Instance Properties An instance property is defined and associated with a specific product server instance For example you can configure the system property mxe crontask donotrun to be an instance specific property You do this by associa
5. DB2 Enterprise Server Edition Version 9 1 2 Configuration for DB2 Enterprise Server Edition Configuration of DB2 Enterprise Server Edition for reuse IBM Trvoli Directory Server Version 6 1 Configuration for IBM Trvoli Directory Server WebSphere Application Server ND Version 6 1 0 9 Configuration for WAS ND IBM HTTP Server Version 6 1 Embedded Security Services version 6 1 gt Back Next Cancel Figure 5 3 Deployment Plan with Directory services selected 6 From the Credentials panel enter the Username and Password you will use to deploy the plan with and then click Next You can choose to enable the option of using the same password as the default user password value in all panels of the Tivoli middleware installer This provides a common password for all of your middleware components installed through this process 48 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm R Use this password as the value for all subsequent passwords This will override any previously configured values and disable all password fields during this installation as a convenience to get started You may change the passwords later Password Confirm password tone gt Back Next Cancel Figure 5 4 Middleware Password Selection At this point you will be presented with a series of pre filled in panels with default values for each of the m
6. Eyco Rogge Avenue Business IT Solutions Tom Sarasin IBM Mohamed Skandaji Groupe Createch Sampath Sriramadhesikan IBM Vikas Srivastava Birlasoft Preface xi 7645pref fm Draft Document for Review May 23 2008 10 14 am Become a published author Join us for a two to six week residency program Help write a book dealing with specific products or solutions while getting hands on experience with leading edge technologies You will have the opportunity to team with IBM technical professionals Business Partners and Clients Your efforts will help increase product acceptance and customer satisfaction As a bonus you will develop a network of contacts in IBM development labs and increase your productivity and marketability Find out more about the residency program browse the residency index and apply online at ibm com redbooks residencies html Comments welcome Your comments are important to us We want our books to be as helpful as possible Send us your comments about this book or other IBM Redbooks in one of the following ways gt Use the online Contact us review Redbooks form found at ibm com redbooks Send your comments in an e mail to redbooks us ibm com gt Mail your comments to IBM Corporation International Technical Support Organization Dept HYTD Mail Station P099 2455 South Road Poughkeepsie NY 12601 5400 xii Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23
7. PLANNING Job Plans Used to create a detailed description of how a job is to be performed PREVENTIVE Preventive Used to create modify and view preventive MAINTENANCE Maintenance maintenance plans for work assets PM records are templates for work orders or for other PMs Master PM Used to create and modify master PMs which are templates for other PM records PURCHASING Purchase Used to ask the purchasing department to order Requisitions materials or services Purchase Orders Used to purchase materials or services from an internal supplier or an external vendor Receiving Used to receive materials into inventory and record the receipt of services Invoices Used to record invoices and match against purchase orders and receipts for approval Request for Used to request and manage vendor quotations Quotations Companies Used to manage data on manufacturers vendors and other companies that do business with you Company Master Used to create company master records that belong to a particular company set Terms and Conditions Used to maintain a library of terms and conditions that can be added to a purchasing document or contract These terms can contain information such as liability concerns shipping and handling details or delivery time expectations Search Catalogs Allows for punch out capability from Work Orders Desktop Requisitions RELEASE Activities and Tasks Use the Activities and Tasks application to plan review and ma
8. Table 2 1 Summary of modules by offering Maximo Asset Management ECO ES eros EL RR Oooo fom E E ECC LE Templates Report Administration Conditional Expression Manager E mme O EN EM HEN a Y Y Y Condition Monitoring Chapter 2 Maximo Asset Management Essentials 7 1 1 7645New fm Draft Document for Review May 23 2008 10 14 am Maximo Asset o Failure Failure Codes E and Tasks Contracts Purchase Contracts Lease Rental Y Y Contracts Labor Rate Y Y Contracts Warranty Contracts ma Oo i ONO ECT eene a CE Configuration Items mee 0 0 Y eem o pp mu DD A Publish Publish Channels Publish Channels w Invocation Channels Enterprise Services Web Services Library 12 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645New fm Maximo Asset Management Logical Management Operations Modules OE Deme A N Ee rt Reprocessing meno frener 7 ee Transfers sew mee mme mm sm ewm fem po po Lock Out Tag Out Preventive Preventive Maintenance Maintenance Master PM gt ECC Requisitions Chapter 2 Maximo Asset Management Essentials 7 1 3 zZ Il d 7645New fm Draft Document for Revie
9. 2008 10 14 am 7645introduction fm 1 Introduction This chapter introduces the basic concepts of Asset Management and how Maximo Asset Management Essentials as a product can be used as an enabler for those processes We also talk about the functional layout of Maximo Asset Management Essentials 1 1 Enterprise asset management overview Enterprise asset management is the process of managing an organization s assets throughout their life cycle right from requisition to retirement The word Enterprise relates to multiple organizations departments functions and in some cases can even mean business units Assets in this context can be defined as any equipment or facility which plays a key role in the core business of the enterprise The concept of Management is basically applied to improve utilization and performance of an asset and thereby improve return on investment ROI Asset life cycle typically contains the following phases a Requisition At this stage some one or some function in an organization raises a request for an asset At this stage the asset can be either procured from a vendor or it can be an inter department transfer b Procurement The complete purchasing process is the second stage in the asset life cycle This process includes creation of purchase requisition Copyright IBM Corp 2008 All rights reserved 1 7645introduction fm Draft Document for Review May 23 2008 10 14 am creatio
10. Key Activities This phase consists of the following activities Software Installation Install the various components if doing a Manual install Run the launchapd for an automated install Testif the installation is successful The software installation will be different for various deployment topologies single server multi server clustered environment It will also depend on what infrastructure is selected Software Configuration Basic operation configuration which includes but is not limited to Creation of organization e Creation of locations Creation of GL Codes Chapter 3 Project Planning 23 7645ProjPlan fm Draft Document for Review May 23 2008 10 14 am Creation of users roles and security groups e Configure role based start centers e Creation of Job plans work orders Configuration of the tool to map to business processes which includes but is not limited to Addition or deletion as the case may be of fields on screen and database Create communication templates Create escalation points and define SLAs in the system Create and test data migration scripts e Migrate data from its existing source to Maximo Build integration interfaces either using custom code or MEA as the case may be e Creation and deployment of reports Phase 4 Testing and Go Live Role Involved Project Manager Solution Architect Testers Maximo Developers Optional Roles DBA Application
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12. select Automate database configuration if you would like to have the database automatically created and then click Next If you choose not to automate the database creation then this step assumes you have already created a database instance a database tablespaces a user and schema for use with Maximo Asset Management Essentials If you have not manually configured the database prior to selecting Chapter 5 Installation 59 7645install fm Draft Document for Review May 23 2008 10 14 am Do not automate database configuration from within the Maximo Asset Management Essentials installation program the installation will check to see if you have not completed these pre install tasks and you will be reminded to complete them prior to restarting the Maximo Asset Management Essentials installation program 19 Database Configuration Select whether you would like to automate the configuration of the Maximo database If you would like to automate the configuration steps the machine must have a remote access protocol enabled For UNIX machines ssh or rsh rexec protocol is required For Windows machines the ssh or SMB protocol is required Automate database configuration C Do not automate database configuration Previous JO Figure 5 9 Automate Database Configuration 6 DB2 Database Information Enter the Windows services user ID and passwords only if the DB2 Server is installed on a Windows machine click Next 60 Maximo
13. wasadmin Password ERRERA Confirm password emo 4 Profile name om 00000004 Figure 5 16 WebSphere Deployment Manager configuration 13 From the WebSphere Application Server Configuration panel enter the following information and then click Next Web server port Enter the Web server port used by WebSphere Default for all platforms is 80 Web server name Enter the name of the Web server Default for all platforms is webserver1 Node name Enter the name of the WebSphere node containing the application server Default for all platforms is 0104000601 Cluster name Enter the name of the WebSphere cluster containing the application server Default for all platforms is MAXIMOCLUSTER The cluster name is optional The cluster and application server will be created if they do not exist Chapter 5 Installation 67 7645install fm Draft Document for Review May 23 2008 10 14 am 19 appsvr Enter the information for the WebSphere Application Server Web server port Do Web server name Ic SSS Node name ema Cluster name WMMOQUSER Figure 5 17 WebSphere Application Server Configuration 14 From the Security panel indicate whether application server security should be enabled automatically and then click Next Note This step is only applicable if you are implementing the Tivoli Directory Server or Microsoft Active Directory server for security 68 Maximo Essentials V7 1 Implementers Guide Draft Doc
14. your site complete the following steps 1 From the Start Center go to Administration Organizations 2 From the list screen select the Organization you want to assign your site to 3 Click on the Sites tab to add a new Site click New Row 4 Specify the relevant site details when complete save your work Create default insert site After you have created the organization and site in Maximo Asset Management Essentials you will be required to assign a default insert site to enter new records To create a default insert site complete the following steps 1 Open the Users application by selecting Goto Security Users 2 Search for maxadmin and then select it to open the record for maxadmin 3 Enter a the site you created earlier in the Default Insert Site field For example B901 4 Enter a the site you created earlier in the Storeroom Site for Self Service Requisitions field For example B901 5 Click Save 6 Open the WebSphere Admin Console and restart the MXServer application server Note that if you encounter an error message that indicates that the record is being updated by another user log out as maxadmin and then log back in Signing out and signing in When you make changes to a security group that your user ID is a member of you must sign out and sign in again in order to see the changes For example even though you have granted the MAXADMIN group permission to create start center templates the actions are
15. 5 1 7 Deleting the TEMP and TMP user environment variables 39 5 1 8 Verifying the required rpm build package is installed 40 5 1 9 Setting the ulimit 40 5 1 10 Setting shared memory cee see 41 5 1 11 Enabling remote configuration 5 41 5 2 Installation flowchart 41 5 3 Middleware Installation llle 44 5 3 1 Installing middleware overview gt 77 777 44 5 3 2 Tivoli middleware installer logs 05 55 5 4 Installing Maximo corfe components TPAP ee 57 5 4 1 Maximo Asset Management Essentials Installation Overview 57 5 4 2 Maximo Asset Management Essentials Installation 58 5 4 3 Post Maximo Asset Management Essentials base services installation 74 5 5 Process solution package installation 0 76 5 5 1 Pre Process solution package installation checklist 76 5 5 2 Enable Maximo Asset Management Essentials License 77 5 6 Post Installation Tasks 00002 83 5 6 1 Ensure all relevant Maximo services are running 83 5 6 2 Ensure connectivity to the Maximo Asset Management Essentials application seer ien ami d Ed es mee eyes ke e that ts 84 5 6 3 Ensure the Language pack installation is functional 85 5 6 4 Ensure Client Connectivity 000 85 5 6 5 Report Administration 0 85 5 6 6 Attached Documents eee 90 5 6 7 Ensure relevant cron tasks are working and enabled 93 5 6 8 Create Backup Imag
16. Document for Review May 23 2008 10 14 am 19 IBM Tivoli base services Please Review the Following Before Continuing Product Name IBM Tivoli base services Install Folder CAIBM SMP Shortcut Folder C Documents and Settings All Users Start Menu Programs IBM Tivoli base services Disk Space Information for Installation Target Required 2 193 335 012 bytes Available 59 492 061 184 bytes Cancel Previous Figure 5 21 Pre Installation Summary 18 You will be prompted to install additional language packs over and above the base language Click No 72 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 19 IBM Tivoli base services Do you wantto set a new base language or add additional languages C Yes No Cancel Previous i Figure 5 22 Language Support 19 From the Install Complete panel click Done Once the Maximo Asset Management Essentials installation program has completed installation and configuration tasks it will exit Logs can be found at lt MAM Home gt logs Chapter 5 Installation 73 7645install fm Draft Document for Review May 23 2008 10 14 am 9 IBM Tivoli base services IBM Tivoli base services has been successfully installed to CAIBMASMP Cancel Figure 5 23 Install Complete 5 4 3 Post Maximo Asset Management Essentials base services installation 1 Before logging into the newly installed Maximo Asset
17. Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 9 Maximo Asset Management 7 1 Package The package was successfully deployed All deployment actions associated with the package completed successfully Note thatthe package might have additional post install configuration steps that need to be completed before the package can be used Consultthe documentation for the package that you just installed for more information Deployment Messages CTGINO1481 Deployment Engine is performing a system check to ensure 4 all requirements are satisfied CTGINO1 471 Deployment Engine is resolving the topology CTGINO1 46 Completed system check for check 1 of 1 Check display name Check Common PMP Installed CTGINO1 471 Deployment Engine is resolving the topology CTRINM 4Al Comnleted sustem check for check 1 of 1 Check Figure 5 30 Package Successfully Deployed 5 6 Post Installation Tasks Prior to assuming the configuration stage of your Maximo Asset Management Essentials deployment take the time to ensure that the basic installation is functional to confirm this read through the following section and verify and adjust where necessary Tip It is recommended you document all you findings carefully and meticulously Once all your tasks have been completed store all your installation instructions and properties for future reference 5 6 1 Ensure all relevant Maximo s
18. Management Essentials application go to your windows services and ensure that the relevant services are started These services are DB2 COPY Services DB2 Governor DB2 License Server DB2 Management Service DB2 Remote Command Server DB2 Security Server DB2DAS IBM HTTP Server 6 1 IBM HTTP Administration 6 1 BM WebSphere Application Server V6 1 BM WebSphere Application Server V6 1 Node Agent BM Rational Agent Controller IBM Tivoli Directory Admin Daemon V6 1 74 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm BM Tivoli Directory Server Instance V6 1 2 Although not required you can optionally start the node agent as a Windows service To create a node agent as a Windows service perform the following on the WebSpheree application server Open a command prompt Change directory to lt WAS_HOME gt bin Run the following command as a single line WASService add NodeAgent serverName nodeagent profilePath C Program Files IBM WebSphere AppServer profiles ctgAppSrv01 wasHome lt C gt IBM WebSphere AppServer logRoot lt C gt IBM WebSphere AppServer logs nodeagent logFile lt C gt IBM WebSphere AppServer logs nodeagent startServer log restart true Close the Command Prompt Tip When having implemented the Tivoli Directory Server take note that if you haven t resumed your Tivoli
19. Manual groups Administration Create Crafts 0 Crafts Manual Administration Qualifications Co Qualifcations for labor and crafts E Safety Plans Create Safety plans Lock out Tag out Create Safety plan lock out and tag out Manual procedures Safety hazards hazards Create safety plan hazards Create safety plan hazards plan hazards Manual m Jobplans Create Jobplans Create Jobplans A Preventive Preventive Maintenance Create Preventive Maintenance Import Maintenance Schedules Important The table is a generic example that was designed to guide implementations pertaining to the sequence of loading and populating the Maximo objects You might not utilize all these modules It is essential to follow the illustrated chronological sequence during your initial configuration 110 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645config fm For more information on how to populate the Maximo database refer to the product documentation 6 2 Reporting Maximo Asset Management Essentials 7 1 is integrated with the Eclipse Foundation s Business Intelligence Reporting Tool BIRT BIRT is an open source reporting system that will integrates with Java J2EE applications such as Maximo Asset Management Essentials 7 1 to produce custom reports BIRT utilizes XML report definitions to generate reports in PDF or HTML Output BIRT uses the data from M
20. Maximo as the System Administrator 2 From the Start Center navigate to the Go To function and select Administration Reporting Administration Chapter 5 Installation 85 7645install fm Draft Document for Review May 23 2008 10 14 am P GoTo li Reports Start Center 2 Profile Sign Out 8 Administration Sets 9l Assets Organizations Change h Calendars Contracts Resources amp Financial Bulletin Board Sb IT Infrastructure Communication Templates KPI Manager Reporting i Report Administration Conditional Expression Manager Planning Classifications P Preventive Maintenance Cl Types d Purchasing Work View dy Release b Security b Self Service b Service Desk d System Configuration P Task Management b Work Orders Figure 5 31 Reporting Administration 3 In the center of the page you will see a button called Generate Request Pages click Generate Request Pages A system Message BmMx4 453081 The request pages have been generated Figure 5 32 Generate Request pages success At this stage the request pages have been successfully generated 86 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Note Generating the request pages is a step you will only need to execute when having created a new installation or having uploaded a new report it is advi
21. Priority Generate Request Page Preview Parameters BULMA M ES CCR o EPA Parameter Name Attribute Name Sequence Display Mame Required stertoate d EE Al Start Date a 1 y enddate fa 2 End Date 1 Figure 6 2 Report Configuration Report Type BIRT Crystal Custom By determining the report type and settings you register that report in the Maximo database Limit Records The action limits the number of records against which an end user can run a report lt prevents end users from executing large queries which can cause negative performance impacts Use the Report Administration application to set record restrictions on reports This feature applies to only reports without parameters This parameter goes along with the Max Record Limit Use Where Clause Enables Current Selected plus User defined parameters No RequestPage Disables Request Page for Database Updates Priority Numeric field used in report queuing process Browser View and Browser View Location The Browser View feature lets you create a shortcut With the shortcut the end user can click an icon once in the application toolbar to open a report directly in the browser When Browser View is checked then enter a value other than None in the Browser View Location field This field determines the application tabs that have an active Browser View icon The following options are available All The Browser Vi
22. Server Specialist Key Activities gt Testing The first key task is migration from development environment to test environment Depending on the customer s environment and the complexity of implementation customer may decide to use automated tools for testing or a manual approach nevertheless all or some of the following types of testing needs to be carried out Functional Testing Test validations in new fields Test emails being sent on escalations Test accuracy of data flowing between modules in the system Test data accuracy in reports System Integration Testing Test accuracy of data coming from external systems Test accuracy of data going into external systems Scenario testing to ensure there is nothing that affects availability of any system Performance Testing Page Load time e Peak load 24 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ProjPlan fm Concurrent users Transaction processing time with database and external data sources gt Go Live Plan cut over strategy Migration to production environment Execute each of the above test cases introduction environment to ensure zero performance glitch in the live environment Training needs to be provided to all or some of the users Recommended approach is Train the Trainer Training to 3 types of users End Users Functional training to the user community on how to
23. a backup of your system before installing any Maximo Asset Manager 7 1 component on your system Notably there is no automated uninstall feature supplied with IBM Tivoli Maximo Asset Manager 7 1 If the installation fails at any point you need to restore your system from the backup or reinstall the respective OS on your machine 5 1 4 JDK JJRE It is recommended to have IBM Java 5 1 installed on your system When implementing BEA WebLogic you will be required to have the update SUN JDK 1 5 0 version installed 5 1 5 Internet Browser Maximo Asset Manager Essentials 7 1 currently supports Firefox and Mozilla internet browsers on Linux and Internet Explorer on Windows 5 1 6 Disabling the firewall This procedure describes how to disable the firewall if one is present on the system You must disable the firewall for the system to which you are installing Maximo Asset Management Essentials middleware You must disable the firewall prior to using the Tivoli middleware installer The firewall must be disabled on the following platforms Windows Linux 5 1 7 Deleting the TEMP and TMP user environment variables The existence of the TEMP and TMP user variables can cause errors with the installation of DB2 on a Windows system Prior to using the Tivoli middleware installer to install DB2 you must remove these variables for the user ID that will perform the installation These are user environment variables that must be deleted not
24. checks to verify that the documented manual steps were performed properly Chapter 5 Installation 7 7645install fm Draft Document for Review May 23 2008 10 14 am If any errors are encountered a dialog box detailing the error will appear You will not be permitted to continue in the Maximo Asset Management Essentials installation task until the errors are resolved The Maximo Asset Management Essentials installation program can only be run from a Windows based system 5 4 2 Maximo Asset Management Essentials Installation Avoid using localhost for host name values in the install program Specify the actual fully qualified host name of the system for all host name values To install Maximo Asset Management Essentials base services follow these steps 1 Login as a user with administrative authority Launch the Tivoli middleware installer from the launchpad In the launchpad navigation pane click Install the Product gt Maximo Asset Management Essentials You will now be presented with a series of screens prompting you for parameters related to your middleware environment If you used the middleware installer then most of these parameters will be pre filled If you installed your middleware manually you will need to provide the appropriate values for each of the middleware components A special installation application called Install Anywhere will be installed and initiated for installing the rest of the components I
25. complete the following steps 1 Open the Currency Code application for Users by selecting Goto Financial Currency Code 2 Click New Row 3 Enter a currency code for example USD United States Dollar 4 Click Save Disable validation options It is advisable to disable or uncheck the validation options in order to begin populating or importing data Having the validation options enabled during initial configuration each entry made will be validated against a financial period which at this stage of the deployment is not required You can always revalidate these options again at a later stage 1 Open the Financial application by selecting Goto gt Financial Chart of Accounts 2 Go to Select Actions 3 Choose Validation Options 4 Uncheck both Validate GL Component Combinations as well as Validate Financial Periods 5 Click OK Create item and company sets Sets allow you to share Item and Companies records across Organizations although you can only create 1 Organization and site in Maximo Enterprise Essentials you must still perform this step To define sets complete the following steps 1 Open the Sets application for Users by selecting Goto gt Administration gt Sets 2 Click New Row 3 Enter a company set name for example COMPSET 4 Enter COMPSET in the Type field 104 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm Click New R
26. cost to maintain and so on Monitor asset and location conditions to enable proactive rather than reactive maintenance that helps reduce unplanned downtime Support both conventional and linear assets Work Management Manage both planned and unplanned maintenance activities from initial work request and work order generation through completion and recording of actuals Work planners can match job tasks to available resources estimate and obtain approval of costs establish priorities and initiate maintenance activities across the enterprise Work management supports your business goals by providing the following benefits gt Tracking tools enable more detailed analysis of resources inventory and equipment use and costs helping decrease labor and materials costs Multiple assets locations and configuration items are allowed per work order or ticket Work management also supports work order tracking task sequencing attaching documents at the task level and generating work orders from asset information A graphical assignment manager helps optimize maintenance schedules and labor use by assigning the right person with the right skills to the right job Preventive maintenance PM functionality allows you to put PM schedules in place with the right job steps and resource requirements facilitating the planning as well as the work to help reduce unplanned downtime and reactive maintenance Newly developed work managemen
27. g e 9 1 0 5 spine 0 475 lt gt 0 875 250 lt gt 459 pages 0 2 spine 0 17 gt lt 0 473 90 lt gt 249 pages 0 1 spine 0 1 lt gt 0 169 53 lt gt 89 pages 2 5 spine 2 5 lt gt nnn n 1315 lt gt nnnn pages books 2 0 spine 2 0 lt gt 2 498 1052 lt gt 1314 pages Draft Document for Review May 23 2008 10 14 am Maximo Essentials V7 1 Implementer s Guide Offering targeted fdr This book provides a guide to assist implementors of Maximo general business Asset Management Essentials It provides general clients information about the offering and oveviews the planning and installation processes Start planning a An entry level member of the IBM Maximo Asset deployment Management product family Essentials is ideal for smaller organizations that require a subset of the extensive range of Learn about features in the IBM Maximo Asset Management Product configuring the With Essentials smaller organizations can take advantage of environment proven Maximo Asset Management technology while also enjoying cost savings IBM Maximo Asset Management Essentials enables smaller organizations and departments to organize track and manage their asset and work management processes and to implement a maintenance regimen based on industry leading technology and best practices SG24 7645 00 ISBN ul n Redbooks INTERNATIONAL
28. installation program you are running actions that modify the configuration and content of your J2EE database and directory middleware servers The following steps should be reviewed before invoking the process solution installation program 76 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Have Middleware Login Information Available The process solution installation program requires access to middleware servers in order to automate the deployment of the process solution package You will need to know the administrative user IDs and passwords for the impacted middleware servers The actual middleware servers whose login information is required will depend on the process solution package being installed The process solution installation program ensures that any required login information is specified before continuing with the deployment operation Backup Middleware Servers and Administrative Workstation You should create backups for impacted J2EE database and directory servers before you deploy a process solution package using the process solution installation program Ensure Middleware Servers Are Started Start any impacted middleware servers before running the process solution installer 5 5 2 Enable Maximo Asset Management Essentials License Author Comment All of the screen images in this section need to be replaced with those for Maximo Asset Management Essentia
29. is the common data layer that the integration framework uses for all outbound and inbound application data processing An object structure consists of one or more sub records that develops their XML content from a particular object TASK MANAGEMENT Activities and Tasks Use the Activities and Tasks application to plan review and manage activities and tasks When you create an activity you initiate the work process and create a historical record of work being performed WORK ORDERS Work Order Tracking Used to plan review and approve work orders for assets and locations Labor Reporting Used to report the type and total number of hours of work that was performed by external contractors or internal employees DE Quick Reporting Used to report work on open work orders or small jobs Activities and Tasks Used to plan review and manage activities that can initiate the maintenance process and create a historical record of work being performed Assignment Manager Used to dispatch urgent work and schedule Labor to planned work requirements Service Requests Used to create view and resolve service requests from customers START CENTER Layout and Used by an administrator to modify and configure Configuration the layout of the portlets displayed on the Start Center All Custom Allows access to all User created custom Applications applications Favorite Application Used by an administrator to define edit the list of Setup applications d
30. leverage to standardize frequently used e mail communications also known as notifications Database Used to create or modify the objects and attributes Configuration used by Maximo applications Application Designer Used to create new applications clones and custom applications or to tailor the pages of an existing Maximo application Escalations Used to automatically monitor critical processes across your enterprise The primary goal of Escalation Management is to ensure that critical tasks are completed on time such as those defined in SLAs 126 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am MODULE SUB MODULE APPLICATION DESCRIPTION Cron Task Setup Logging System Properties aM 0 Object Structures 0 a 7645ax01 fm Used to manage cron tasks Cron tasks are behind the scene jobs set to run automatically and on a fixed schedule Used to maintain lists of defined values that appear in drop down lists sometimes referred to as value lists Use the Logging application to manage log settings and configure log files The application is part of the System Configuration module of the product Use the System Properties application to manage system properties and their values used by various product components Use the Web Services Library application to create modify and delete web services You also can generate schema and Web Service Description Langu
31. maxadmin user is administering on a multi language implementation take careful to note in which locales he is applying the changes Aim wherever possible to remain and administer in the base language 84 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 5 6 3 Ensure the Language pack installation is functional To determine if the language pack installation is successful ensure you can login into the various languages listed on your Maximo login page Carefully assess if all the language packs are installed as planned If some of your languages are not installed carefully re assess and implement those languages 5 6 4 Ensure Client Connectivity As the Maximo Asset Manager has a client server infrastructure it is imperative to verify accessibility from the clients who will be accessing Maximo Ensure the users can access the login page of Maximo There are a list of client hardware software considerations that have also to be assumed to confirm this task Tip Refer to Chapter 4 for information regarding Hardware and Software requirements 5 6 5 Report Administration Prior to the configuration phase of the deployment carry out the following report administration checks Generate Request pages Request pages are the parameter inputs required for each report Before the reports can be accessed from with Maximo the request pages have to be generated 1 Login into
32. on from IBM to facilitate these integrations Chapter 1 Introduction 7 7645introduction fm Draft Document for Review May 23 2008 10 14 am 8 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645New fm 2 Maximo Asset Management Essentials 7 1 This chapter provides details of Maximo Asset Management Essentials 7 1 and an overview of each of the features available for Asset Management Maximo Asset Management Essentials is a lighter version of Maximo Enterprise Asset Management An entry level member of the IBM Maximo Asset Management product family Essentials is ideal for smaller organizations that require a subset of the extensive range of features in the IBM Maximo Asset Management Product With Essentials smaller organizations can take advantage of proven Maximo Asset Management technology while also enjoying cost savings Small organizations with smaller asset management needs are good candidates to choose Maximo Asset Management Essentials compared to the fully blown enterprise version of the product which is predominantly implemented for larger organizations with multiple companies sites and process complexity The following are the main areas of focus for Maximo Asset Management Essentials gt Optimum for the small to medium business Hasalicensing restriction of a maximum of 25 named users gt Limited functions and therefore reduced implementation planning and d
33. product s standard encryption functionality For example the global property mxe int uddipassword is encrypted Security Level Specifies the level of access to this property by various product components Access level may be PUBLIC SECURE or PRIVATE User Defined Specifies whether the property is created by a user or is provided with the product Nulls Allowed Specifies whether the property can have null values You can change this characteristic only for user defined properties Data Type Specifies the type of value that can be provided for the property The value could be an integer alphanumeric or a Yes or No value YORN For example the global property mxe allowLocalObjects is associated with a data type of YORN by entering a value other than 1 or 0 you will see an error message indicating invalid value Domain Specifies a domain that provides a list of values that the property can be set to For example the global property mxe db transaction isolation is associated with the TRANSISO domain Thus the property s values must match to a corresponding domain value 5 7 2 Logging Application 98 Logging application is a part of system configuration module of the product and is a dedicated application to manage log settings and configure log files An administrator can configure various logging components set log levels associate logging with log files and specify a folder where log files are to be written Logging has thr
34. products This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the examples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental COPYRIGHT LICENSE This information contains sample application programs in source language which illustrate programming techniques on various operating platforms You may copy modify and distribute these sample programs in any form without payment to IBM for the purposes of developing using marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written These examples have not been thoroughly tested under all conditions IBM therefore cannot guarantee or imply reliability serviceability or function of these programs Copyright IBM Corp 2008 All rights reserved vii 7645spec fm Draft Document for Review May 23 2008 10 14 am Trademarks IBM the IBM logo and ibm com are trademarks or registered trademarks of International Business Machines Corporation in the United States other countries or both These and other IBM trademarked terms are marked on their first occurrence in this information with the appropriate symbol or indicating US registered or com
35. qe 133 Contents v 7645TOC fm Draft Document for Review May 23 2008 10 14 am vi Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645spec fm 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 described in this document The furnishing of this document does not give you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castle Drive Armonk NY 10504 1785 U S A The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF AN
36. review and manage activities and tasks When you create an activity you initiate the work process and create a historical record of work being performed CONTRACTS Purchase Contracts Used to create modify and view contracts with outside vendors Lease Rental Used to define the overall terms and conditions of Contracts the lease or rental agreement between a vendor and a customer regarding one or more assets Labor Rate Contracts Used to define multiple labor rates for specific crafts and skills and optionally labor records Within the Labor Rate Contract application you can manage outside labor and the corresponding rates Warranty Contracts Used to maintain one or more assets for an outside service provider for a fixed fee or regularly scheduled payment over a time period or to track warranty information for multiple assets or locations by time or meter Appendix A Summary of Maximo Asset Management Essentials modules and applications 3 7645ax01 fm Draft Document for Review May 23 2008 10 14 am MODULE SUB MODULE APPLICATION DESCRIPTION Master Contracts Used to associate many contract types for a particular vendor A Master Contract defines the relationship with a vendor and contains terms and conditions that apply to the contracts created and listed under it Terms and Conditions Used to maintain a library of terms and conditions that can be added to a purchasing document or contract These terms can contain inform
37. system variables To remove the TEMP and TMP user variables on a Windows system complete the following steps 1 Access the System Properties dialog by right clicking the My Computer icon on your desktop and selecting Properties Chapter 5 Installation 39 7645install fm Draft Document for Review May 23 2008 10 14 am 2 From the System Properties dialog first select the Advanced tab and then click Environment Variables 3 In the User variables section select TEMP and then click Delete Repeat the process for the TMP variable 4 Click OK 5 Exit the System Properties dialog by clicking OK 5 1 8 Verifying the required rpm build package is installed This procedure describes how to verify that the rpm build package is installed on Linux This package must be installed before you run the Tivoli middleware installer This applies only if you are installing on Linux To verify that the rpm build package is installed perform the following steps 1 1 Run rpm qa grep build 2 If the command returns a value like rpm build 4 3 3 18 nonptl the rpm build package is installed If nothing is returned you must install the rpm build package which is located on disk 3 of 5 of the Red Hat Essentials Advanced Server version 4 installation CDs using the rpm tool with the i option 5 1 9 Setting the ulimit This section details how to set the ulimit in Linux which is used to define user System and process resource limits F
38. the core Maximo engine Some standard assumptions while project planning are The software is procured prior to project initiation gt There are three environments Development Testing and Production The application server database server and reporting engine are all kept in separate physical servers Customer shall own any configurations required in the enterprise systems to facilitate integrations Customers involvement during the initial project stages is pretty high because a lot of the functional and business process knowledge specific to the customer needs to transferred to the implementation team Chapter 3 Project Planning 21 7645ProjPlan fm Draft Document for Review May 23 2008 10 14 am There is a management buy in for this project A dedicated single point of contact and project manager is appointed from the customer to manage interactions with end users Historic data migration can be done by implementation team but data cleansing and scrubbing needs to be owned by the customer 3 3 Task Break Down The standard phases of a Maximo Essentials implementation project are YYYY Y Phase 1 Requirement Gathering and Analysis Phase 2 Solution Design Phase 3 Deployment Phase 4 Testing and Go Live Phase 5 Support The key activities in each of the phases are explained in the following sections Phase 1 Requirement Gathering and Analysis Roles Involved Project Manager Business Anal
39. the project schedule These parameters shall be carefully examined during the requirements gathering Keeping the project simple typically there will be the following phases in an implementation Phase 1 Requirement Gathering and Analysis Phase 2 Solution Design Phase 3 Deployment Phase 4 Testing and Go Live Phase 5 Support vvvvy The subsequent sections will talk about the people process and technology that are required in each of the above phases 3 1 Required Skills The project delivery team is most fundamental to success of a project The exact number of people required will vary with project organization experience reusable components and methodology Nevertheless the people comprising the team shall be playing the following roles Project Manager The project manager shall perform the following activities Own the implementation end to end Be the single point of contact for the customer Facilitate customer interactions Project status reporting Monitor project progress on regular intervals Escalate issues to the right people Change control agent for scope creep Make available resources man and material for the project vvvvvvvy Business Analyst The business analyst is a functional person who understands the product and also the customer s domain This person can speak with the customer in his language and have the ability to translate customer s requirements to the technical team This is
40. you want to change 3 From the Select Action menu select Change Passwords The Change Passwords dialog box appears 4 Enter the new password in the New Password field 5 Re enter the password in the Confirm New Password field 6 Click OK When you change the password of either the maxadmin or maxreg user you also change the password associated with that user in the maximo properties file 1 Navigate to MAXIMO applications maximo properties 2 Open the maximo properties file using a text editor 102 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645config fm 3 Search for the appropriate property and modify it as needed mxe db user for the database log in name mxe system reguser for self registering new users 4 Save changes Note Any time you modify the maximo properties file rebuild and deploy a new maximo ear file By going to the application server selecting the ear file and clicking on the deploy option the method may vary if different application server is used the above reflect WebSphere You can change the default user names for the default user IDs by editing the maximo properties file To modify the user ID in the maximo properties file complete the following steps 1 Navigate to MAXIMO applications maximo properties 2 Open the maximo properties file using a text editor 3 Search for the appropriate property and modify it as needed mxe
41. 3 2008 10 14 am Select whether you would like to automate the WebSphere configuration The machine must have a remote access protocol enabled For UNIX machines the ssh or rsh rexec protocol is required For Windows machines the ssh or SMB protocol is required Automate WebSphere configuration C Do not automate WebSphere configuration Cancel Figure 5 15 Automate WebSphere configuration 12 From the WebSphere Deployment Manager configuration panel enter values for the following fields and then click Next WebSphere installation directory Enter the directory where WebSphere is installed on the host system Windows On Windows this value might be C Program Files IBM WebSphere AppServer Linux On Linux this value might be opt IBM WebSphere AppServer AlX On AIX this value might be usr AppServer HP UX On HP UX this value might be AppServer Sun Solaris On Sun Solaris this value mightAppServer User Enter the administrative user ID used to Default for all platforms is wasadmin Password Enter the password for the administrative WebSphere server Profile name Enter the name of the WebSphere profile Default for all platforms is ctgDmgr01 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm appsvr Enter the information for the WebSphere Application Server WebSphere installation directory C Program Files IBM WebS phere AppS erver User ID
42. 645install fm Draft Document for Review May 23 2008 10 14 am 5 1 Pre Installation checklist Before we start we need to re assess our pre installation checklist carefully consider the following 5 1 1 Hardware Software considerations Before proceeding with installation please ensure that the system configuration adheres to the required specifications as laid out by IBM and mentioned in the previous chapter 5 1 2 Verifying the DVD Content The following DVDs contain files for the Maximo Asset Management Essentials product Maximo Asset Management Essentials V7 1 Contains Launchpad Maximo Asset Management Essentials middleware installer Maximo Asset Management Essentials installer IBM Agent Controller installer Maximo Asset Management Essentials language pack installation program for Windows 2003 Middleware for Windows 2003 Contains prerequisite middleware software for Windows 2003 Middleware for Red Hat Linux V4 and V5 Contains prerequisite middleware software for Red Hat Linux version 4 Middleware for AIX V5 3 and V6 1 Contains prerequisite middleware software for AIX version 5 3 Maximo Asset Management Essentials V7 1 Quick Start Contains copies of the Quick Start guide in all languages and a copy of the information center 38 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 5 1 3 Backup Snapshot Management It is recommended to take
43. Asset Management Essentials on a single physical machine Chapter 4 Solution Environment 1 7645SolEnv fm Draft Document for Review May 23 2008 10 14 am WAR Files EAR Files JAR Files Maximo ear Maximohelp ear Figure 4 1 Single Server Deployment 4 2 2 Multi server 32 The multi server topology consists of splitting Maximo Asset Management Essentials components across several different machines This is beneficial as it optimizes resource use and decreases each system s workload This type of deployment would be typical for production use within an enterprise Maximo Asset Management Essentials should be deployed on multiple machines in order to provide load balancing availability reuse and redundancy This is the recommended deployment topology for a production environment When contemplating your deployment strategy you must determine if it will include systems already established in your network Implementing Maximo Asset Management Essentials by installing all new components using the Maximo Asset Management Essentials middleware and Maximo Asset Management Essentials installation programs will simplify the deployment If you plan to reuse or migrate resources that already exist in your network make adjustments to your rollout plan to allow time for things such as bringing the existing resources to version levels that are compatible with Maximo Asset Management Essentials In a disparate environment
44. Assets Change Financial IT Infrastructure Integration Inventi KPI Manager Plannin Deployed Assets Purchasing Reconciliation Release Conditional Expression Manager Security Classifications Self Service CI Types Service Desk Work View Service Level View Documents Service Request Manager Catalog System Configuration Task Management Work Orders 2 Profile Sign Out Help Sets Organizations Calendars Resources Bulletin Board Communication Templates b Figure 6 1 Accessing report administration 6 2 2 BIRT Configure Reports In the Report tab there are several options to configure a report Those with an asterisk are required parameters 112 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm Report Administration Bulletins 0 Go To lt Reports Start Center 2 Profile v Fina dh Select Action a 9 a gt List Report Security Report File Name fotals_tsdrptdesion Total Number of Incidents Application INCIDENT A Report Type BIRT y Report Folder INCIDENT Limit Records Browser View Browser View Location NONE Max Record Limit Direct Print Direct Print Location NONE e Use Where Clause Direct Print with Attachments 7 Direct Print with Attachments Location NONE No Request Page Toolbar Sequence
45. C RN 096 4 Chapter 4 Solution Environment 5 7645SolEnv fm Draft Document for Review May 23 2008 10 14 am DO quesos usine 000 5 o x 5 CE AS O EC meme 66060 o T was reme eres 36 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 5 Installation In this chapter we will discuss installation of the pre requisite middleware the Maximo base set of services sometimes referred to as the Tivoli Process Automation Platform and the Maximo Asset Management Essentials specific process solution package Our examples will based on the following software components Windows 2003 Server WebSphere 6 1 Application Server DB2 Database Platform Maximo Asset Manager Essentials 7 1 application Though our examples will primarily demonstrate a single server environment we realize most production environments will be and should be comprised of multiple servers The process is much the same and we will highlight those areas where a variation in the process might exist For more information refer to the following installation guides gt Installation Guide IBM WebSphere Application Server MAM Essentials71 install was paf gt Installation Guide BEA WebLogic Server MAM Essentials71 install bea paf O Copyright IBM Corp 2008 All rights reserved 37 7
46. Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 19 Database Configuration Enter the DB2 database information Enter the Windows service user ID and password only if the DB2 Server is installed on a Windows machine otherwise leave those fields blank Installation directory C Program Files IBM SQLLIB Instance administrator user ID db2admin Instance administrator password tittat Confirm password Windows service user ID db2admin Windows service password Pee Confirm password Peso Figure 5 10 DB2 Administration 7 From the Database Configuration panel specify the table space configuration properties if the DB2 database will be automatically created Chapter 5 Installation 1 7645install fm Draft Document for Review May 23 2008 10 14 am 33 Database Configuration Enter the DB2 tablespace information Tablespace sizes are measured in megabytes Data tablespace name MAXDATA Data tablespace size Medium 5000 Mb Temporary tablespace name axTEMP Temporary tablespace size Mb 1000 Index tablespace name MAXDATA Index tablespace size Smal 3000 Mb Cancel Previous Figure 5 11 DB2 Tablespace 8 From the Maximo Application Server Type panel select the relevant application server you wish to deploy your Maximo application on choose IBM WebSphere Application Server click Next 62 Maximo Essentials V7 1 Implementers
47. Guide Draft Document for Review May 23 2008 10 14 am 7645install fm V9 IBM Tivoli base services FREE Selectthe Maximo application server type The WebSphere Application Server can be configured automatically but the WebLogic Server requires manual configuration IBM WebSphere Application Server C BEA WebLogic Server Previous ff Figure 5 12 Maximo Application Server Type 9 From the WebSphere Connectivity panel enter host information about the WebSphere server and then click Next Host name Enter the fully qualified host name of the system hosting WebSphere Alternatively you can provide the IP address for the system SOAP port Enter the SOAP port of the WebSphere system The default value for this field is 8879 Chapter 5 Installation 63 7645install fm Draft Document for Review May 23 2008 10 14 am Enter the information that is used to connectto the WebSphere Application Server Deployment Manager Enter a fully qualified host name or IP address Host name fenway itsc austin ibm com SOAP port 8879 Cancel Previous Figure 5 13 WebSphere Connectivity 10 From the Remote Access Authorization panel enter authorization information for WebSphere configuration and then click Next Operating system user ID Enter a valid user ID that will allow the Maximo Asset Management Essentials installation program to access the system that is hosting WebSphere This user ID should have adminis
48. Install Summary panel review and verify the information displayed and then click Next 6 Atthis point the process solution installation program begins the package installation process The Deployment progress panel will inform you of the deployment progress of the installation Chapter 5 Installation 1 7645install fm Draft Document for Review May 23 2008 10 14 am 9 Maximo Asset Management 7 1 Package Overall Change Request Progress 0 Package Name Maximo Asset Management 7 1 Package Package Version 71 Total Operations Completed Operations Action Progress for Current Component 0 Current Component Current Operation Total Actions Completed Actions Last Action Status Message Deployment Engine is running the actions associated with this Change Request Cancel Previous Figure 5 29 Deployment Progress 7 When the installation has completed successfully from the Package Successfully Deployed panel click Done to exit the process solution installation wizard If there is a package failure a message will be displayed for the step that failed You might see an installation progress bar displayed briefly after you click Done The Process Solution Installation Wizard is actually terminating and no installation activities are being performed The deployment of the Process Solution Package you were installing has already completed and the progress bar can be safely ignored 82 Maximo Essentials V7 1
49. Machine plan logs 56 Materials Management 6 Maximo Asset Management Essentials 2 Maximo Asset Management Essentials Supported Platforms 34 Maximo Asset Management Installation 58 Maximo Asset Management License 77 Maximo Developer 19 Maximo Enterprise Adapter MEA 7 Middleware Installation 44 Middleware Installer 45 Modules 34 133 7645IX fm Draft Document for Review May 23 2008 10 14 am Multi server 32 P Post Installation Tasks 83 Post MAM base services Installation 74 Pre Installation Summary 71 Procurement Management 6 Project Manager 18 Project Planning 17 R Redbooks Web site 132 Contact us xii Remote Access Authorization 64 Report Administration 85 Reports 34 S Secure Socket Layer 95 Service Management 6 Single server 31 Sizing Considerations 33 SMTP mail exchange server 96 Solution Architect 19 Solution Environment 27 System and Logging properties 97 T Task Break Down 22 Testers 19 Tivoli Directory Server 45 Tivoli middleware installer logs 55 U User interface logs 55 Users LDAP Authentication 96 V Virtual Member Management 96 W WebSphere Application Server Configuration panel 67 WebSphere Deployment Manager 66 Websphere V 6 1 45 Work Management 5 134 Maximo Essentials V7 1 Implementers Guide books 1 5 spine 1 5 1 998 789 lt gt 1051 pages 1 0 spine 0 875 1 498 460 788 pages
50. The Request Page dialog box opens The parameters that appear depend on the report that you select Enter values in any required fields Required fields have an orange asterisk next to them Parameters From the parameters tab you can define ad hoc user parameters Note these parameters must also be specified in the actual report design itself Fina dh Select Action Ud a List Report Security Report File Name actualoi detail rptdesign Actual CI Details Application ACTUALCI A Report Type BIRT Report Folder ACTUALCI Lmt Records y Browser view C Browser view Location NONE Max Record Limt 50 Direct Print 7 Direct Print Location ALL Use Where Clause Direct Print with Attachments Direct Print with Attachments Location NONE No Request Page Toolbar Sequence 1 Priority Generate Request Page Preview j Fiero zie ties Ge Download i Parameter Name Attribute Name Sequence Display Name Required 2 rows to dispar New Row Figure 6 3 Report Parameters 114 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm 6 2 3 BIRT Run Reports Follow these instructions to run a report After you run a report you have the options to print export data and toggle the table of contents gt Open the Reports dialog box through one of the following methods From th
51. Web service standards such as WS Security Built on a Java Platform Enterprise Edition Java EE component based Internet architecture Maximo Asset Management Essentials fits in any modern enterprise technology infrastructure and integrates easily with your business systems With a significant focus on configuration tooling such as Application Designer for modifying the user interface and Database Configuration for adding new tables columns and rows Maximo Asset Management Essentials makes it easier to tailor the software to your needs without programming Furthermore your configurations are upgraded with the Upgrade Utility thus keeping you from being locked in from one application release to another Each key module and the business goals for which you can use it are as described in the following sections Asset Management Achieve the control you need to more efficiently track and manage asset and location data throughout the asset life cycle Track asset detail including location work cost and other attributes and their histories over time to help maximize productivity and extend asset life Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645introduction fm gt gt Establish location and asset hierarchies to roll up costs across systems subsystems departments and locations enabling a better understanding of the true cost of assets initial cost financial value
52. Y KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make improvements and or changes in the product s and or the program s described in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those
53. a very key role and is vital to success of the project The following are the attributes of this role 18 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ProjPlan fm Domain Knowledge Functional knowledge of Maximo Working knowledge of UML Knowledge of industry best practices to suggest to client VV vv Solution Architect The solution architect is the person who designs the complete solution This includes the integration with various third party systems The various attributes and tasks this role undertakes are Strong technical skills on Maximo The ability to map business processes to technology Understand functional integration points Understand technical integration points Build the overall solution design Walk the team on how the various aspects of implementation will be achieved Resolve technical issues v ww ww NY Maximo Developer This group of people will actually install and configure the software to work in accordance with the customer s needs The major tasks to be performed by the developers are Maximo installation Configuration of screens information flow Work on integration Develop custom classes if required System optimization VV vv Testers Critical to every project is testing System Integration Functional and Performance Depending on the complexity of the project this role can be played by the developer or there can be a specialize
54. age WSDL files for any web service that you deploy External applications can use web services to query or to send transactions to the integration framework Use the Object Structures application to create view modify and manage the processing logic of an object structure An object structure is the common data layer that the integration framework uses for all outbound and inbound application data processing An object structure consists of one or more sub records that develops their XML content from a particular object Use the Migration Manager application to define create distribute and deploy packages Packages are used to transfer and deploy the many configuration changes possible with Maximo s configuration tool set from one environment to another i e Dev to Test to Production Use the Migration Groups application to create groups of configuration objects and link related dependent groups to the objects that you create You group configuration objects ensure that all related configuration data is collected from source environments and distributed to target environments Appendix A Summary of Maximo Asset Management Essentials modules and applications 127 7645ax01 fm Draft Document for Review May 23 2008 10 14 am MODULE SUB MODULE APPLICATION DESCRIPTION Object Structures Use the Object Structures application to create view modify and manage the processing logic of an object structure An object structure
55. are trademarks of Microsoft Corporation in the United States other countries or both Intel Pentium Intel logo Intel Inside logo and Intel Centrino logo are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States other countries or both UNIX is a registered trademark of The Open Group in the United States and other countries Linux is a trademark of Linus Torvalds in the United States other countries or both Other company product or service names may be trademarks or service marks of others viii Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645pref fm Preface This book is a guide to assist those interested in implementing Maximo Asset Management Essentials It provides general information about the offering and overviews the planning installation and initial configuration processes An entry level member of the IBM Maximo Asset Management product family Essentials is ideal for smaller organizations that require a subset of the extensive range of features in the IBM Maximo Asset Management Product With Essentials smaller organizations can take advantage of proven Maximo Asset Management technology while also enjoying cost savings IBM Maximo Asset Management Essentials enables smaller organizations and departments to organize track and manage their asset and work management processes and to implement a maintenance regimen
56. ars of functional and technical experience in the Maximo field He holds a diploma in Financial Management and has various certifications in Project Management and Programming and is currently completing a degree in Informatics Venkatesan Ramamoorthy is an IBM certified solutions expert with years of customer implementation experience inside and outside IBM He is currently a next generation IT Service Management solution leader in IBM Tivoli He is ITIL certified and works closely with customer and globally distributed Maximo teams in architecting and developing service management solutions He holds several patents in his area of expertise Vikas Sharma is a Solutions Consultant for Birlasoft Inc USA He has around 5 years of experience primarily in designing complex and innovative IT solutions primarily in the fields of Enterprise Asset Management IT Asset and Service Management He holds a Masters degree in Computer Applications from IP University India His areas of expertise include Solution Designing Project Management Customer Relationship Management Thanks to the following people for their contributions to this project Don Busiek IBM Dave Calvert IBM Tom Davis IBM Anthony Honaker IBM Sharad Joshi Birlasoft Alfons Kemper Stork AMS Michael Kuijl Stork AMS Dean La Porte IBM Carlos Marin IBM Dan Matlis Axendia Inc Colleen McCretton IBM John Pasini EMA Inc Kumar Rampura Birlasoft John Reeve TAIC
57. as well as help foster economies of scale through shared resources Procurement Management Support the phases of enterprise wide procurement including direct purchasing and inventory replenishment You can provide buyers with more extensive requisition quotation vendor purchase order and contract capabilities thereby allowing them to plan work more proactively Maximo Asset Management Essentials easily integrates with enterprise business systems from vendors such as Oracle amp and SAP and also connects to online marketplaces supplier systems and exchanges This module provides Vendor management and vendor performance analysis tools that can help reduce costly off contract buying and help verify the reliability of vendors and the quality of inventory and services gt Automated interval based meter based or event driven purchasing capabilities to help you order the right parts and services at the right time which can improve purchasing efficiency gt Global purchasing support that can enable group purchasing savings and efficiencies and can help lower sourcing costs gt Analysis tools and key performance indicators KPIs which measure procurement performance such as order processing times invoice accuracy and order delivery times Service Management Allow end users to submit new service requests as well as to track and update open service requests Though service management is provided as part of the enterprise versi
58. ask Cron tasks are behind the scene jobs set to run automatically and on a fixed schedule These jobs might process a number of records depending on the nature of the job As the complexity and number of these jobs increases they consume a lot of resources and therefore become an important point for hardware sizing Chapter 4 Solution Environment 3 7645SolEnv fm Draft Document for Review May 23 2008 10 14 am Integrations There can be multiple integration points in an implementation like HRMS Invoicing and Finance and these can be both inbound as well as outbound Only the generic integration adapters are available with Maximo Asset Management Essentials Modules Not all the implementations comprise of usage of each and every module within Maximo Asset Management This may depend on the business process of the organization and if there are any existing maintenance management software in place Level of Customization The customization of different applications may vary from minor field re labeling to cloning an entire application Before the implementation begins the implementation team should calculate the deviation of standard Maximo application from the requirements in place to decide on the necessary hardware to support this Reports Reporting is an important component of any Maximo implementation Management takes all the business decisions based on the data that is produced to them in the form of reports which is extracted u
59. ation such as liability concerns shipping and handling details or delivery time expectations FINANCIAL Currency Codes Used to define currency codes and to specify which codes can be used in Maximo Exchange Rates Used to set up exchange rates used for converting currencies in Maximo Chart of Accounts Used to establish general ledger GL account fields in Maximo with definitions equivalent to those used with the rest of your financial data processing system INVENTORY Item Master Used to define items that will be stocked in your storerooms You group these items in an item set which can then be shared by the organizations using that item set Tools Used to manage information about the tools used to perform work Tools are typically non consumable items for which you charge an hourly rate for their use O Stocked Tools Used to manage existing tools in storerooms Inventory Used to enter display and update information on each inventory item Issues and Transfers Usedto issue or transfer items from storerooms or to return items to storerooms Condition Codes Used to create and maintain a master list of condition codes for a particular item set Storerooms Used to add and maintain information about storeroom locations as well as view the items stocked within a storeroom 124 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ax01 fm MODULE SUB MODULE APPLICATION DESCRIPTION
60. aximo Asset Management Essentials 7 1 and manages and displays it to end users in a way that they can immediately take action if necessary That action may involve drilling down into reports for a specific problem issue or an analysis of the data for cost for regulatory purposes The following are the main topics covered in this section gt BIRT Administration gt BIRT Configure Reports gt BIRT Run Reports 6 2 1 Report Administration As the Report Administrator you can specify the following for end users gt The availability of reports and how they open run and print The appearance of report titles and headings gt Report security settings The following figures provide a short introduction into the Report Administration application The look and feel is like all other applications launched from the Start Center There are two ways to open the Report Administration application The first way is for the initial administration the second can be used when reports are already defined gt Start the Report Administration application from the Start Center by selecting Go To Administration Reporting Report Administration as shown below in Figure 6 2 Chapter 6 Configuration 1 7645config fm Draft Document for Review May 23 2008 10 14 am CT co m 3 m m cr i m etins 0 al n Ca E GoTo lb Reports Start Center Administration
61. based on industry leading technology and best practices IBM Maximo Asset Management Essentials is an integrated solution for all assets It helps eliminate paper and spreadsheet based processes and custom applications by standardizing on the Maximo unified platform Unlike competing solutions that are unable to grow with your organization forcing you to throw away your initial expenditure Essentials allows you to build on your Maximo investment by leveraging Maximo s scalable architecture Maximo Asset Management Essentials can grow with your company so you can continue to manage all asset classes and work tasks from a single unified platform The team that wrote this book This book was produced by a team of specialists from around the world working at the International Technical Support Organization Austin Center Copyright IBM Corp 2008 All rights reserved ix 7645pref fm Draft Document for Review May 23 2008 10 14 am Figure 1 Fromltor Abby Fidel Venkat Ram Rutger Mons Melissa Christensen Nihar Jain Vikas Sharma Bart Jacob Bart Jacob is a Senior Consulting IT Specialist at IBM Corp International Technical Support Organization Austin Center He has over 25 years of experience providing technical support across a variety of IBM products and technologies including communications object oriented software development and systems management He joined the ITSO in 1989 where he has been writing IBM Redbooks
62. certified the SSL implementation with the Maximo WebSphere and Maximo BEA WebLogic integration Configuring Secure Socket Layer To implement SSL A Web server must have an associated certificate for each external interface IP address that accepts secure connections After you install the certificate on the Web server replacing the http with https encrypts a session between the browser and server For example http MaximoAppServer will be entered as https MaximoApp Server The standard port for HTTPS is 443 If a Proxy server or Firewall controls network traffic this port and protocol must be opened SSL comes with some additional overhead for encryption and decryption of data Encryption and decryption can affect performance Internet Explorer Settings It is advisable that you enable your browser to automatically check for newer versions of stored pages when you login to Maximo to ensure this perform the following steps Chapter 5 Installation 95 7645install fm Draft Document for Review May 23 2008 10 14 am From your Internet Browser move to Tools gt Internet Options gt General gt Settings Select the radio button Automatically to check for newer versions of stored pages Tip Ensure the above feature is applied to all clients When failing to do so users could experience previous screen representations other than the latest Alternatively one could also remove and destroy all Cookies and Temporary files from
63. d Software Requirements Maximo Asset Management Essentials hardware and software requirements are listed below Each product version listed reflects the minimum requirement for use with Maximo Asset Management Essentials Maximo Asset Management Essentials components are designed to run within 32 bit environments only with the exception of AIXO 5 3 which is a 64 bit environment Maximo Asset Management Essentials supported software can be run on any hardware platform supported by the database software listed in the Software column provided the system is hosting a supported operating system listed in the Operating System column If available the Maximo Asset Management Essentials administrative workstation and systems hosting Maximo Asset Management Essentials middleware can support IPv6 network configuration Browser Maximo Asset Management Essentials supports Microsoft Internet Explorer version 6 and above Database DB2 UDB 9 1 3 or v8 2 8 Refer to Vendor Specifications Oracle 9 2 0 8 Oracle 10 2 0 3 or Oracle 10 1 0 5 Standard or Enterprise version Microsoft SQL Server 2005 SP2 Standard or Enterprise version 28 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645SolEnv fm Directory server The following products can serve as the Directory server component of a Maximo Asset Management Essentials 7 1 deployment gt IBM Tivoli Directory Server v6 1 FP1 gt Mic
64. d group for this The major tasks include Functional Testing Testing the flows communication templates data flow between screens and functions for accuracy System Integration Testing the integrations to ensure the data between systems is flowing accurately Performance Testing This test ensures response times are accurate and the system is responding in the most optimum way Database Administrators Like any enterprise system Maximo s database will be accessed by multiple people and multiple times The uptime of the database is very critical and the Chapter 3 Project Planning 19 7645ProjPlan fm Draft Document for Review May 23 2008 10 14 am transaction processing capabilities have to be at their best at all times The DBA shall perform the following activities Trouble shoot database creation Database installation if other than DB2 Database optimization Facilitate Database level integrations with enterprise systems VV vv Application Server Specialist Depending on choice of application server WebSphere or WebLogic part time involvement of application server specialist or administrator may be required This becomes more important if the implementation is complex with many integrations and in a clustered environment Integration Specialist This is an optional group of people and the size and skill of the integration team may vary from customer to customer Some special systems such as SAP Oracle and othe
65. d in this section User Management Organization and Site setup Initial Configuration and Data import sequence Copyright IBM Corp 2008 All rights reserved 101 7645config fm Draft Document for Review May 23 2008 10 14 am 6 1 1 User Management Signing in using a default user ID If security was specified during the installation User management will be managed through the directory server you have configured to use with Maximo Asset Management Essentials When first installed Maximo Asset Management Essentials contains the following default user IDs maxadmin maxreg mxintadm The default password for each user ID is the same as the User Name for example maxadmin is both the user name and default password Note User names and passwords are case sensitive The default user names and passwords are lowercase To sign in complete the following steps 1 Open a browser window 2 Navigate to the Maximo Asset Management Essentials login URL For example http hostname lt port gt maximo The default port is 9080 3 Enter the username maxadmin lower case 4 Enter the password maxadmin lower case and click Enter The software displays an empty start center Changing the user password As a best practice change the passwords for the default user IDs To change the default passwords complete the following steps 1 Open the Users application 2 From the List tab select the user whose password
66. d modular approach to integrated asset control and visibility by providing an enterprise platform for storing standardized data on asset histories to help integrate people processes information and technology Maximo Asset Management Essentials offerings include tools best practices and service offerings for incremental value Managing assets through Maximo Asset Management Essentials gives your business a competitive advantage Chapter 1 Introduction 3 7645introduction fm Draft Document for Review May 23 2008 10 14 am 1 2 2 Modules 4 Maximo Asset Management Essentials is a subset of Maximo Asset Management for Enterprise Both the products have the same look and feel similar navigation and functionality The product is composed of Modules which in turn contain applications or sub applications Users access the lowest level whether it is an application or sub application for functionality The Maximo Asset Management Essentials solution has multiple modules to assist the end user Six of these key management modules are Asset Work Service Contract Materials Procurement Management vvvvvy Together these modules help you capture and analyze your asset and work data and help you optimize maintenance and service initiatives throughout your organization These six management modules are packaged in an enhanced service oriented architecture that helps simplify the creation of Web services and supports additional
67. db password for the database login password mxe system regpassword for the self registering new users 4 Save changes Note Any time you modify the maximo properties file rebuild and deploy a new maximo ear file By going to the application server selecting the ear file and clicking on the deploy option the method may vary if different application server is used the above reflect WebSphere 6 1 2 Organization and Site setup Before you can assume work on Maximo it is imperative to specify the name of your organization and the site the organization belongs to To ensure this reference the following steps in strict sequential order to create the organization and sites and its appropriate dependencies Important You must create currency codes sets glcomponent configuration and create a clearing account prior to creating the Organization and Site If any of these steps are incomplete you will have to complete the tasks before continuing Chapter 6 Configuration 103 7645config fm Draft Document for Review May 23 2008 10 14 am Create currency codes Currency codes is your measure of exchange in monetary terms currencies are required for your system to determine in which currency you will be measuring your financial transactions against Assess your base currency that your organization utilizes before assuming the next step You must define a currency code for an organization To define a currency code for an organization
68. e launchpad running on Windows will communicate to the target system and direct the install of the EAR and other files through the remote connection You will be led through a series of screens including language selection welcome license agreement and so on Be aware that the installation images for the middleware must be available and may be located on another DVD within your product media During this installation process you will be prompted for the location of the middleware images You will also be prompted for information such as the workspace to be used by the middleware installer 3 From the Deployment Choices panel as shown in Figure 5 2 select the features to deploy on this machine and then click Next Choices include Database Server The Maximo Asset Management Essentials database is used to store information about Assets J2EE Server The J2EE server is used to host and manage the Maximo Asset Management Essentials application If you choose to only install the J2EE server portion of the middleware you will be prompted to supply the directory server you will use to secure it Your choices will be to secure with an existing instance of IBM Tivoli Directory Server or an existing instance of Microsoft Active Directory Directory Server Data maintained by the directory server is used to secure Maximo Asset Management Essentials Note for a multiple server environment you could launch this installer on separate system
69. e specified package Package Information Name Maximo Asset Management 7 1 Package Package Version 7 1 Solution Type Process Manager Product Package Type Base Install Operation Install Cancel Previous Figure 5 25 Package Validation 3 From the Middleware Login Information panel enter the credentials for which you are being prompted and then click Next Once you have entered the requested user IDs and passwords the process solution installation wizard will validate the credentials by connecting to the middleware servers using the supplied credentials 78 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 9 Maximo Asset Management 7 1 Package The package you selected deploys artifacts to the following middleware Specify the required user IDs and passwords and press Next when you have completed WebSphere Admin WebSphere Remote WebSphere Application Server Administration Userid wasadmin Password HARAS Figure 5 26 Middleware Login information WebSphere Admin Chapter 5 Installation 79 7645install fm Draft Document for Review May 23 2008 10 14 am 2 Maximo Asset Management 7 1 Package The package you selected deploys artifacts to the following middleware Specify the required user IDs and passwords and press Next when you have completed WebSphere Admin WebSphere Remote WebSphere Application S
70. e Reports Menu in the application toolbar select an application for example Labor P Goto lirReports Start Center amp Profie Sign Out Administration Sets M Assets Organizations l8 Change ll Calendars Cor Labor Resources Ex Fini Qualifications Bulletin Board S Ir People Communication Templates Inte Person Groups Reporting E 2 Crafts sd Conditional Expression Manager amp Planning i Classifications e Preventive Maintenance CI Types d Purchasing Work View J Release 1 7 Security b self Service Service Desk b 2 System Configuration P Ga Task Management D Work Orders b Figure 6 4 Report Menu From the Select Action menu select Run Reports The Reports tab opens The Reports to Run table window lists the available reports for the application Click the report that you want to run Chapter 6 Configuration 115 7645config fm Draft Document for Review May 23 2008 10 14 am amp Reports Description Labor List Labor Qualification Labor Utilization Figure 6 5 Selecting a Report to Run Select the report you want to see for example Labor List Enter the required parameters in the Request Page dialog box 116 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm amp Request Page 3 Fil in the fields in the Param
71. e of the 6 4 94 5 6 9 Automate the Backup Procedure 200 e eee eae 94 5 6 10 Assess the server workload 94 5 6 11 Client Local Regional Settings PropertiesS 94 5 6 12 Internet and Firewall Security ooooococcoocoooo ooo 95 5 6 13 SMTP mail exchange server setup n 74 96 5 6 14 Users LDAP Authentication through Virtual Member Management 96 5 7 Setting the System and Logging properties 97 5 7 1 System Properties 7 97 5 7 2 Logging Application 98 Chapter 6 Configuration 0 101 6 1 Getting started masa ede aen y hs e RR RC OR aca 101 6 1 1 User 102 6 1 2 Organization and Site setup ooooccccccccoo o 103 6 1 3 Initial Configuration and Data import sequence 108 iv Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645TOC fm 6 2 Beport rig adora e SERRES el hee cde Rouge a POR ae e 111 6 2 1 Report Administration 111 6 2 2 BIRT Configure Reports 112 6 2 3 BIRT Run Reports Appendix A Summary of Maximo Asset Management Essentials modules and applications 05 121 Related publications 00000 131 IBM REdb00kS a ico eee idos a er ga a 131 Other publications 0 0 00 cece eee 131 Online resources 0 0 eee 131 How to get Redbooks 132 Help from IBM gt psi EE sad Gee eed Xu RE REV Wee 132 hb
72. ed to create classifications and establish and overall classification hierarchies for Items Assets Locations Work Orders etc Copyright IBM Corp 2008 All rights reserved 121 7645ax01 fm Draft Document for Review May 23 2008 10 14 am MODULE SUB MODULE APPLICATION DESCRIPTION Bulletin Board Used to create post and view messages as well as to broadcast information to users of the Maximo system Communication Used to create and manage generic Templates communication templates that Maximo users can leverage to standardize frequently used e mail communications also known as notifications Calendars Used to indicate working time for equipment craft and labor records for an organization and its associated sites Sets Used to create a framework for sharing item and company vendor data across multiple organizations Work View Used to make queries available for display in the Result Set portlet of a Maximo user s Start Center Conditional Use the Conditional Expression Manager Expression Manager application to create and maintain a library of conditions In other applications such as Application Designer and Security Groups you select from predefined conditions to set up conditional behavior REPORTING KPI Manager Used to create Key Performance Indicators KPIs to track critical performance variables over time Report Used to create reports generate and preview Administration request pages add parameters displa
73. ee main components 1 Loggers Loggers are components in the product that prepare log statements to be written to console or log file Loggers are named entities or keys for Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm example log4j logger maximo sql Loggers form a hierarchy A logger is defined as an ancestor of another logger if its name followed by a dot is a prefix of the descendant logger name A logger becomes the parent of a child logger if there are no ancestors between itself and the descendant logger For example log4j logger maximo sql is the parent of log4j logger maximo sql WORKORDER You can assign the following levels to loggers DEBUG INFO WARN ERROR FATAL 2 A level indicates a type of event that the system logs 3 Appenders You can send logging requests to multiple destinations An output destination is called an appender Appenders can exist for consoles or files You can associate one or more loggers with a given appender Alternatively you can associate a single logger with multiple appenders Layouts A layout determines the output format of a log statement A layout is always associated with an appender For example a conversion pattern such as d dd MMM yyyy HH mm ss SSS 2p Ym n results in the following log statement 2007 05 07 14 07 41 508 main INFO MyApp Entering application The Logging application s
74. ent all changes Open the WebSphere Admin Console and stop the MXServer application server Run the configdb bat program from the following path example C ibm SMP maximo tools maximo configdb bat Wait for your changes to have taken affect make sure this step has completed successfully and restart the MXServer and log back into Maximo again you can now create general ledger accounts Note In our example we configured the database when shutting down the Maximo application server To perform a database configuration without shutting down your application server refer to the System Administrators guide mam71_sys_admin_guide pdf Create an organization You can define only one organization for Maximo Asset Management Essentials To define the organization complete the following steps 1 2 3 Open the Organizations application by selecting Goto Administration Organizations Click on the New Organization icon in the toolbar Enter an organization name in the Organization field For example MAIN 106 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm 4 Enter the base currency you defined in the Base Currency 1 field For example USD 5 Enter the item set you defined in the Item Set field For example ITEM1 6 Enter the company set you defined in the Company Set field For example COMPSET Tip Keep your organization and site id s generic a
75. eployment effort Copyright IBM Corp 2008 All rights reserved 9 7645New fm Draft Document for Review May 23 2008 10 14 am gt Has enterprise wide capability for asset management with simplicity for a small medium business gt Has straight forward licensing gt Leverages the enterprise architecture and allows for upgrade to enterprise solution wherever required gt Allows maximum of two languages Base language 1 gt Allows maximum of two currencies Base currency 1 Advanced applications not included nor available with Essentials Workflow Condition Monitoring Desktop Requisitions Financial Cost Management Routes Hazards Precautions Lock Out Tag Out Safety Plans vvvvvvvvy Components not available for purchase with Essentials Industry Solutions Spatial Linear Calibration Change and Corrective Action Manager SLA Manager ERP Integration SAP Oracle vvvvvvy Customers needing the above functionality must purchase the Maximo Asset Management Enterprise product 2 1 Differences with Maximo Asset Management Enterprise The following table provides a summary of the various modules applications and sub applications and identifies those that are included in both the Maximo Asset Management enterprise version and those in the Maximo Asset Management Essentials offering 10 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645New fm
76. er Linux Default is opt IBM WebSphere Updatelnstaller HTTP Server Windows Default is C Program Files IBM HTTPServer Linux Default is opt IBM HTTPServer HTTP port Default for all platforms is 80 Admin Server port Default for all platforms is 8008 HTP server Profile name Default for all platforms is ctgAppSvr01 this value cannot be changed IBM Agent Controller Install location Windows Default is C Program Files IBM AgentControllerLinux Default is opt IBM AgentController 7 Specify the location of the Maximo Asset Management Essentials middleware images and then click Next Copy the middleware install images from the source media to a specified directory Select this option to copy the Maximo Asset Management Essentials middleware images from the product media to a directory that you will specify Specify a directory containing all the required middleware install images Select this option if you intend to specify a filesystem directory that already contains all of the Maximo Asset Management Essentials middleware installation images Chapter 5 Installation 1 7645install fm Draft Document for Review May 23 2008 10 14 am The following middleware install images are required WS WAS_UpdateInstaller_6 1 0_FP13 download updii 61013 windows ia32 zip DE2 ESE_9 1 0_FP4 v9fp4 win ese exe WS ESS 6 1 GA IBMESSAuthnSvc ear WS ESS 6 1 GA com ibm security ess server config 6 1 0 jar
77. er mam71 install bea paf Note you can also refer to the Maximo Asset Management Essentials installation guide for details of using the middleware installer The following section summarizes the steps you will perform to install the middleware Using the Middleware Installer To install the prerequisite middleware products for Maximo Asset Management Essentials follow these steps 1 Login as a user with administrative authority 2 Launch the Tivoli middleware installer from the launchpad included on the distribution media On Windows navigate to the root directory of the product disc or the downloaded installation image and run the following command launchpad exe On Linux or other platforms the program will be named similarly Chapter 5 Installation 45 7645install fm Draft Document for Review May 23 2008 10 14 am On Linux navigate to the root directory of the downloaded installation image and run following command chmod R 755 launchpad sh Important The launchpad can be run on either Windows or Linux However oonly the options to install the middleware will function on both platforms The options to install the Maximo components will only work from the launchpad when running on Windows Basically the deployment of the Maximo components requires the dynamic building of EAR and other support files These processes currently only work on a Windows platform If they are to be installed on a Linux target then th
78. erver Remote Access Userid Administrator Paswod essssess 00 Cancel Previous Net Figure 5 27 Middleware Login information WebSphere Remote 4 After the credentials have been verified a Package Options panel is displayed that details the deployment options that the package supports Leave both the Supported Package Options boxes unchecked to have the EAR files deployed and Maximo database updated by the process solution installation program and click Next Supported Package Options Definitions Defer Maximo Application Redeployment If you intend to apply more than one package solution select this checkbox by doing so you will only redeploy the ear files once after all the package solutions have been installed Defer the update of the Maximo Database If you intend to apply more than one package solution select this checkbox by doing so you will only update the database once after all the package solutions have been installed 80 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Ya Maximo Asset Management 7 1 Package This panel displays the options associated with the package being deployed Select an option for deployment by selecting that option s checkbox Supported Package ptions Defer Maximo Application Redeployment Defer the Update of the Maximo Database Previous Figure 5 28 Package Options 5 From the Pre
79. ervers to maintain consistent server performance 5 6 11 Client Local Regional Settings Properties If the users are based in one location ensure that the regional settings of their workstations are matching to that of their region a common issue could be date and time format conflicts 94 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 5 6 12 Internet and Firewall Security For security purposes Maximo can also be configured to take advantage of the more secure protocol Hypertext Transfer Protocol Secure HTTPS If Maximo clients exist outside the corporate network you can add a firewall or other security measure Firewalls are configured to allow communication over HTTP typically Port 80 or HTTPS typically Port 443 The following information is generic and does not reflect any particular firewall brand Secure Socket Layer SSL Overview Secure socket layer provides secure connections over a network connection by doing the following allowing two applications to authenticate each other s identity encrypting the data exchanged between the two applications Authentication allows a server and optionally a client to verify the identity of the application on the other end of a network connection Encryption makes data transmitted over the network intelligible only to the intended recipient IBM WebSphere and BEA WebLogic support SSL and IBM Corporation has
80. ervices are running Before you can attempt to access Maximo ensure that all the relevant services are running Chapter 5 Installation 83 7645install fm Draft Document for Review May 23 2008 10 14 am Tip From Windows Services set the following services to automatic startup DB2 COPY Services DB2 Governor DB2 License Server DB2 Management Service DB2 Remote Command Server DB2 Security Server DB2DAS IBM HTTP Server 6 1 IBM HTTP Administration 6 1 IBM WebSphere Application Server V6 1 IBM WebSphere Application Server V6 1 Node Agent IBM Rational Agent Controller IBM Tivoli Directory Admin Daemon V6 1 IBM Tivoli Directory Server Instance V6 1 NW NN NNNN YN WW NW If you re running a demo Maximo Asset Manager installation on limited resources for example a labtop or a virtual machine it is recommended that you do not run the above specified services as automatic but rather keep these services configured to start manually 5 6 2 Ensure connectivity to the Maximo Asset Management Essentials application Once you have successfully resumed the requested services ensure connectivity by accessing the login panel and logging into the Maximo Asset Manager The default Maximo system administrator user ID and passwords are as follows gt User ID maxadmin gt Password maxadmin Tip It is highly suggested for the system administrator to change their password on a regular interval Also if the
81. eters section below and click Submit to run the report If no parameters are displayed the report will execute against the current selected record set Optionally fill out the Schedule and Email Sections to schedule report run times and receive the scheduled report via email Immediate Amis JB Omen Ja EXT no P swa Comments Figure 6 6 Run Request Click Submit to run the report The report opens in your browser shown in Figure 6 6 Chapter 6 Configuration 117 7645config fm Draft Document for Review May 23 2008 10 14 am Reporting Page 1 of 1 4 4 Gd Tivoli Labor List Status ACTIVE Labor Code Name Work Site Work Location Supervisor Craft Skill Level Number of Records 0 April 21 2008 1 19 16 PM CDT Figure 6 7 Incident Report 118 gt On the Reporting toolbar as shown in Figure 6 8 Report Scheduler perform any of the following actions Click the Print Report as PDF icon to print the report Click the Export Data icon to export the data in CSV format Click the Toggle table of contents icon to see the table of contents for your report The report you select determines the table of contents To improve performance and to reduce load on the database server during working hours it is possible to schedule report runs Scheduled reports are then e mailed when completed The email can be sent to a single user or a group including s
82. ew icon is available on all tabs for the selected application List The Browser View icon is only available on the List tab for the selected application Main The Browser View icon is available on all tabs except the list tab Chapter 6 Configuration 113 7645config fm Draft Document for Review May 23 2008 10 14 am None The Browser View icon does not appear in the selected application None is the default Click Save Report to apply the changes Direct Print and Direct Print Location The Direct Print feature lets you create a shortcut so an end user can click an icon once in the application toolbar to print the report The configuration is the same as for Browser View Location Direct Print with Attachments and Direct Print with Attachments Location The Direct Print with Attached Documents feature lets you create a shortcut so an end user click an application icon once and select Yes in a Message dialog box to print the report and any associated attached documents The configuration is the same as for Browser View Location Generate Request Page Click Generate Request Page if you have not previously configured the report for Browser View This option is available for all reports or at individual report level Preview You can check for the following items The correct parameters if any appear to the end user on the request page The generated report opens with the correct data and format
83. eware is installed and properly configured The following sections describe how to do this 5 3 1 Installing middleware overview Before you can install IBM Maximo Asset Management Essentials there are several middleware products that must be deployed Specifically you must install and deploy the following software Database server Maximo Asset Management Essentials uses the Maximo database to store details about the attributes and history of each configuration item and the details about the relationships between configuration items You can manually install a new instance of DB2 UDB 9 1 or use a preexisting instance of DB2 UDB 8 2 or DB2 UDB 9 1 or install and configure Oracle 10 or MS SQL Server 2005 for your Maximo Asset Management Essentials deployment Directory server The directory server is used to secure the Maximo Asset Management Essentials J2EE application You have the choice of configuring a preexisting MS Active Directory server Note this installation step is applicable only if you are enabling J2EE security J2EE server The J2EE server is the application server used to serve and manage the Maximo Asset Management Essentials application You must have an instance of BEA WebLogic Server or IBM WebSphere installed in your environment The Maximo Asset Management Essentials product provides a Middleware Installer that will provide a standard installation of the middleware listed above with minimal effort It instal
84. ges Figure 5 19 Integration Adapter JMS Configuration 16 From the Input Summary panel review the information you have provided to the Maximo Asset Management Essentials installation program and then click Next 70 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 9 IBM Tivoli base services Review the following input values Use the Previous button to make changes if necessary User ID Administrator WebSphere Application Server Configuration Web server port 80 Web server name webserverl Node name ctgNode01 Cluster name MAXIMOCLUSTER Application server MXServer Integration Adapter JMS Configuration JMS DataSource name intimsds Persist UMS messages no Security Server Configuration Configure J2EE application security no Configuration Step Run the configuration step now yes Cancel Previous Figure 5 20 Input Summary 17 From the Pre Installation Summary panel review the installation information presented and then click Install The installation task will begin Progress can be monitored by viewing messages displayed above the progress bar Click Next The installation will now take place and may take quite some time The duration of the install is mostly dependant on the physical capacity of the server you are installing the base services on in our test environment it took 1 2 hours Chapter 5 Installation 1 7645install fm Draft
85. he middleware environment you have installed 3 The third phase of the installation is to enable or add the Maximo Asset Management Essentials specific package solutions to the base services installed in step 2 Again the launchpad will guide you through this process helping ensure that all appropriate parameters are specified for your target environment 42 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Prepare the Topology Topology Plan Pre Installation Checklist J Post installation tasks Note Based on defined topology all components can be installed on same or different machines Launchpad not available on AIX Legend Manual l Figure 5 1 Installation Flowchart In the above diagram the Maximo Asset Management Essentials installation relates to the installation of base services compoents of Maximo now called Tivoli Process Automation Platform TPAP that are the common facilities used by this and other Maximo applications The Process Solution Package is the piece that enables the application specific in this case Maximo Asset Management Essentials functions on top of the base services Chapter 5 Installation 3 7645install fm Draft Document for Review May 23 2008 10 14 am 5 3 Middleware Installation The first step in the installation is to ensure all the necessary middl
86. i v2 PA RISC processor based systems Sun Solaris version 9 or 10 SPARC processor based systemsv IBM WebSphere Network Deployment 6 1 0 11 provided by IBM Corporation BEA Weblogic 9 2 2 provided by Customer Administrative system Hardware Intel based Pentium processor Windows Vista Business Enterprise 1GB RAM Ultimate 32 bit 64 bit SVGA 1024 x 768 resolution if used Windows XP Professional SP2 32 bit for Application Designer 1280 x 1024 64 bit resolution Adobe Acrobat Reader 6 0 30 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645SolEnv fm Client system Hardware Intel based Pentium processor Windows Vista Business Enterprise gt 1GBRAM Ultimate 32 bit 64 bit gt SVGA 1024 x 768 resolution Windows XP Professional SP2 32 bit 64 bit Adobe Acrobat Reader 6 0 and above 4 2 Typical deployment environments Maximo Asset Management Essential can be deployed primarily in two different topologies with in an enterprise 4 2 1 Single server The single server topology consists of loading all Maximo Asset Management Essentials components onto one machine This would be done typically for proof of concept purposes as a demonstration or as a learning environment For managing enterprise assets and processes you would typically implement a multi server topology The following figure details the Application Server MXServer running Maximo
87. iddleware components that you are installing For simple environments you can take the defaults and move through these panels quickly If you have special requirements such as non standard port numbers userids and so on then you can make the appropriate changes The following table includes a summary of the parameters that you will be presented Install location Enter the location to install C Program Files IBM SQQLIB DB2 DB2 Administration Server username db2admin DB2 Administration Server password Po database instance name EN E Chapter 5 Installation 9 7645install fm Draft Document for Review May 23 2008 10 14 am DB2 users group Windows only DB2USERS Server is opt IBM Idap V6 1 E emawm A User suffix Default is ou users ou SWG o IBM c US Group suffix Default is ou groups ou SWG o IBM c US WebSphere Application Server Bind Default is cn root distinguished name Install location Windows Default is C Program Files IBM WebSphere AppServer Linux Default is opt IBM WebSphere AppServer 50 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm msmo ramos 7 Deployment Manager node name Default for all platforms is ctgCellManager01 Application server node name Default for all platforms is ctgNode01 Update Installer install location Windows Default is C Program Files IBM WebSphere Updatelnstall
88. isplayed in a Favorite Application portlet Forgotten Password Action from Login page used to e mail a User what their current password is 128 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ax01 fm MODULE SUB MODULE APPLICATION DESCRIPTION Inbox Assignments Used by an administrator to define edit which Setup columns will be displayed in the Workflow assignments inbox displayed on the Start Center KPI Graph Setup Used by an administrator to define edit a KPI Graph style portlet to be displayed on the Start Center KPI List Setup Used by an administrator to define edit a KPI List style portlet to be displayed on the Start Center ChangePassuord Password Used to change the users Maximo password to Used to change the users Maximo password the user s Maximo password 7 M Insert Setup Used by an administrator to define edit the list of applications displayed in a Quick Insert portlet Result Set Setup Used by an administrator to define edit the query used and columns displayed in a Result Set portlet displayed on the Start Center Start Center Initial page displayed once logged in to Maximo Dashboard like starting point that can display various portlets including KPIs Result Sets Quick Insert Favorite Applications amp Inbox Assignments User Self Used by new users to Register themselves as Registration Maximo users with a temporary password Append
89. ix A Summary of Maximo Asset Management Essentials modules and applications 129 7645ax01 fm Draft Document for Review May 23 2008 10 14 am 130 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645bibl fm Related publications The publications listed in this section are considered particularly suitable for a more detailed discussion of the topics covered in this book IBM Redbooks For information about ordering these publications see How to get Redbooks on page 132 Note that some of the documents referenced here may be available in softcopy only gt 2 full title 2222 XXxx XXxx gt full titlle22222 SG24 xxxx gt 222 full tille22222 REDP xxxx gt 222 full 187777277 TIPS xxxx Other publications These publications are also relevant as further information sources Online resources These Web sites are also relevant as further information sources gt Description Se Se s Copyright IBM Corp 2008 All rights reserved 131 7645bibl fm Draft Document for Review May 23 2008 10 14 am How to get Redbooks You can search for view or download Redbooks Redpapers Technotes draft publications and Additional materials as well as order hardcopy Redbooks at this Web site ibm com redbooks Help from IBM IBM Support and downloads ibm com support IBM Global Services ibm com services 132 Maximo Essentials V7 1 Im
90. ls Functionally they are identical to thos shown here but will have a different title referring to the Esssentials product Only after installing the Process solution package will you be entitled to use Maximo according to the license you have purchased Complete the following steps to install a process solution package into Maximo using the process solution installation wizard 1 From the Launchpad launch the process solution installation program by clicking the link under 3 Enable Maximo Asset Management Essentials License for usage The Process Solution Installation Install Anywhere Installer executes on the Maximo administrative workstation The launch script is deployed and configured by the Maximo Asset Management Essentials installation program In our case the PSI package selected is a base install of the Maximo Asset Management Essentials 7 1 package The process solution installation program performs a series of validation checks to verify that the package you selected is valid The system is checked to ensure that the package has not already been deployed Chapter 5 Installation 77 7645install fm Draft Document for Review May 23 2008 10 14 am 2 Allow the package to be validated click Next 9 Maximo Asset Management 7 1 Package The package you selected is a valid Base Install Package There is no instance ofthat package already installed Process Solution Installer will continue with a Base Install for th
91. ls the following versions of middleware 1 DB2 DB2 ESE 9 1 0 DB2 ESE 9 1 0 FP4 2 IBM Agent Controller Rational amp AgentController 7 0 3 1 44 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 3 Tivoli Directory Server TIV DirectoryServer 6 1 0 TIV DirectoryServer 6 1 0 1 4 WebSphere V 6 1 WS ESS 6 1 GA WS WAS IHS 6 1 0 FP13 WS WAS ND 6 1 0 13 Custom ISCAE71 WS WAS ND 6 1 0 Supplemental WS WAS Plugins 6 1 0 FP13WS WAS Updatelnstaller 6 1 0 FP13 This middleware installer could be used on different systems to install the individual components thus simplifying the install of a multi server environment The following section will describe the use of the middleware installer on a single system You don t have to use the middleware installer You can install the middleware through normal methods You will need to do this if you plan on using other vendors products or different versions than listed above We will not discuss considerations for manual installation of the middleware in this book Please refer to the appendix to look at the manual configuration of Maximo Asset Management Essentials on the IBM WebSphere platform For more details or other platforms please refer to the following install guides gt Installation Guide IBM WebSphere Application Server mam71 install was pdf gt Installation Guide BEA WebLogic Serv
92. management functionality of the Process Manager Product or Integration Module The deployment logic are the actions that are carried out in order to deploy the process solution into the Maximo environment Typically these actions include building and deploying J2EE applications running database scripts that load the process solution content into the Maximo database and adding users and groups for security Additionally optional sample data can be installed The Base Install operation installs and deploys a new process solution into your Maximo environment Once installed a process solution may be updated in several ways The process solution installation programs are able to process the following package types gt Base Install Package Required to install a new process solution using the Base Install operation gt Incremental Update Package Required when performing an Upgrade operation Fix Package Required when applying an interim fix to a process solution gt Full Update Package Used to perform a Base Install operation if no instance of the process solution is currently installed or it may be used to perform an Upgrade operation on a currently installed process solution The process solution installation programs ensure that the appropriate package type is processed for any given operation 5 5 1 Pre Process solution package installation checklist When you perform a deployment operation using the process solution
93. max and determine if the value is less than 268435456 bytes 256Mb gt If you need to increase the value from a command line type sysctl w kernel shmmax 268435456 gt Update the value in etc sysctl conf 5 1 11 Enabling remote configuration If you plan to take advantage of the Maximo Asset Management Essentials installation program feature that automates the configuration of Maximo Asset Management Essentials middleware you must enable a Remote Execution and Access RXA service for each system on which you intend to install Maximo Asset Management Essentials middleware RXA requires that the target system enable at least one of the protocols supported by RXA which include rsh rexec SSH and Windows SMB Before you start the Maximo Asset Management Essentials installation program ensure that one of these protocols is running and will accept remote logins using a user name and password configured on the target machine If the remote system is a Windows machine you must configure RXA to work over SMB For Windows machines you cannot use Cygwin ssh If Cygwin is present on the Windows machine the installation will fail Default installations of AIX systems might not include a suitable protocol and will need to have RXA compatible protocols enabled RXA does not support accessing network drives on the local or remote system 5 2 Installation flowchart The flowchart shown in Figure 5 1 on page 43 defines the installation flow req
94. mon law trademarks owned by IBM at the time this information was published Such trademarks may also be registered or common law trademarks in other countries A current list of IBM trademarks is available on the Web at http www ibm com legal copytrade shtml The following terms are trademarks of the International Business Machines Corporation in the United States other countries or both Redbooks logo T IG Enterprise Asset Management System z M AIX 5L IBM Tivoli AIXG Maximo WebSphere DB2 Redbooks The following terms are trademarks of other companies SAP and SAP logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries Oracle JD Edwards PeopleSoft Siebel and TopLink are registered trademarks of Oracle Corporation and or its affiliates ITIL is a registered trademark and a registered community trademark of the Office of Government Commerce and is registered in the U S Patent and Trademark Office Acrobat Adobe and Portable Document Format PDF are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States other countries or both J2EE Java JavaServer JDK JSP Solaris Sun and all Java based trademarks are trademarks of Sun Microsystems Inc in the United States other countries or both Active Directory Expression Internet Explorer Microsoft SQL Server Windows Server Windows Vista Windows and the Windows logo
95. n by the user interface runs include v dependency checking to ensure the operating system meets the deployment requirements v inventorying the software on the system to locate existing instances of middleware products deployed by the Tivoli middleware installer v checking the available disk space to ensure there is enough for the deployment Each of these checks is produced in the form of a step so that it can also be run as part of the deployment plan When the user interface runs a step it copies the step into a subdirectory of the workspace directory The log files generated by a step are located in the same subdirectory and follow the same pattern as a step that is run as part of the deployment plan Deployment plan logs The deployment plan is located in the directory Workspace Directory gt hostname deploymentPlan where hostname is the hostname of the current system Each time the deployment plan is used to install or uninstall middleware products a process ID is assigned and log files are generated The log files for the deployment plan are located in the subdirectory logs processID The primary log file for the deployment plan is DeploymentPlan log a high level log file that lists the steps invoked as part of the deployment plan Machine plan logs The machine plan is located in the directory Workspace Directory gt hostname deploymentPlan MachinePlan hostname The log files for the machine plan are located in the logs subdirector
96. n of request for quotation generation of purchase order receiving an asset at a location and creation of an invoice c Commissioning At this stage of the asset life cycle it is assigned to a location user or group of users The cost of operating the asset is now attributed the owner of the asset Also asset availability is now the responsibility of the owner This includes maintaining the asset regularly to ensure the asset is up and running whenever business needs it The various activities that are typically undertaken at this point are Work orders job plans safety planning preventive maintenance emergency maintenance and or seasonal maintenance d Retirement Some enterprises call this decommissioning too this is the stage where an enterprise decides to replace or remove the asset However the importance of this stage from an enterprise asset management perspective is to be able to calculate the residual cost of the asset and also in certain cases being able to transfer parts of the asset to another asset For instance say few months ago someone just replaced a critical and expensive part of an asset because of a fault and that part can now be re used since it not very old but is expensive The concept of Enterprise Asset Management evolved from Computerized Maintenance Management System CMMS An enterprise s assets are very critical and with the global competition it s becoming imperative for companies to maintain and plan va
97. n process you manually have to configure some properties within the Maximo System properties application and specific HTTP server properties to enable attachments to be uploaded and viewed from Maximo Here are a few steps you will need to consider to ensure Attached Documents are accessible in Maximo when using a Windows WebSphere middleware installation Create a shared doclinks directory on the machine storing the document files with your predefined sub directories if you wish to group your attachment types C DOCLINKS On your HTTP server search for your httpd conf file in the following path for example Tip Make a backup of this file before you begin Windows C UBM HTTP Server conf httpd conf Edit the directory line as follows 90 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Edit this Directory line to specify the doclinks directory you created lt Directory C DOCLINKS gt Tip Search on the words this should and the DocumentRoot line as follows DocumentRoot C DOCLINKS Tip Search on the word DocumentRoot Once you have made these changes save your file and restart the HTTP server the values you have entered are case sensitive You will now need to login into Maximo and configure two more DOCLINK properties to point to the folder you have created on your drive and also to point out the path the HTTP server will have to make to access the
98. nage activities and tasks When you create an activity you initiate the work process and create a historical record of work being performed SECURITY Security Groups Used to grant access to sites applications and menu options A user is assigned to one or more groups to gain access to the system Appendix A Summary of Maximo Asset Management Essentials modules and applications 125 7645ax01 fm Draft Document for Review May 23 2008 10 14 am MODULE SUB MODULE APPLICATION DESCRIPTION Service Requests Create Service Used by self service users to create new service Request requests View Service Used by self service users to view existing service Request requests SERVICE DESK Activities and Tasks Use the Activities and Tasks application to plan review and manage activities and tasks When you create an activity you initiate the work process and create a historical record of work being performed Service Requests Used to create view and resolve service requests from customers Ticket Templates Used to create and manage generic ticket templates that Service Desk environments can leverage to standardize common or high volume service requests incidents or problems SYSTEM CONFIGURATION Platform Configuration Actions Used to manage the administrative functions of creating actions and action groups within Escalations Communication Used to create and manage generic Templates communication templates that Maximo users can
99. nd simple as they cannot be altered in the future It is also advisable not to use spaces in between the organization and site id s 7 Enter the default item status of PENDING in the Default Item Status field 8 Save your work Create a general ledger account 1 Before assigning the clearing account for your organization you will have to create general ledger account that is to be used as the clearing account To create a general ledger account complete the following steps 2 Open the Chart of Accounts application by selecting Goto Financials Chart of Accounts Click on the name of your organization to select it For example click MAIN Select GL Component Maintenance from the Select Action drop down menu Click New Row Add a GL Component value for example 1234 and then click OK Click New Row on the GL Accounts for tab Select your General Ledger Account Click Save 0 Open the Organizations application by selecting Goto Administration Organizations OPN OOP 11 Click the organization name you created For example MAIN 12 From the Clearing Account field select the General Ledger Account you just created 13 Select Active 14 Click Save 15 Assign your recently created general ledger account to be the clearing account Chapter 6 Configuration 107 7645config fm Draft Document for Review May 23 2008 10 14 am Creating a site You can create only 1 site in Maximo Asset Management Essentials To create
100. not visible until you sign in again 1 Sign out as maxadmin 2 Sign in as maxadmin 6 1 3 Initial Configuration and Data import sequence At this stage you will have prepared the organization and site from this point onwards you can start populating the database Although this guide is not written to explain how to populate data into Maximo we will in the following table briefly 108 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645config fm outline a generic configuration and data import sequence recommended to perform your initial data configuration MAM 7 1 Sub Application Nature of work performed in this Suggested Module sub application Entry Mode System Database Configuration Create new object Manual Configuration attributes relationships System GL Component Configure GL Component Manual Configuration Configuration Inventory Conversion factors for Define conversion factors Manual measure units Domains Valuelists Define ALN NUM SYNOMYM Manual valuelists Address Codes Define addresses Manual Assets Locations Items etc Item Master setup Master Item Master setup Create Item Master records Item Master records Create Item Master records Import Chapter 6 Configuration 109 7645config fm Draft Document for Review May 23 2008 10 14 am Module sub application Entry Mode Create New Start Center Templates Non Module Security Groups Create Roles Roles
101. nstall Anywhere is based on IBM s Autonomic installation technology which helps drive complex multi step installations You will be prompted information related to your middleware environment If you had used the Middleware installer you will be prompted to use the configuration information that was saved by the middleware installer to automatically prefill many of these parameters From the Import Middleware Configuration Information panel specify that you want to use the field values you input into the Tivoli Middleware installer as default values for those same fields in the Maximo Asset Management Essentials installation program The middleware default information will not be used if you select the Simple deployment path Host name Enter the host name of the system where the Tivoli middleware installer was run User ID Enter the User ID that was used to run the Tivoli middleware installer Password Enter the password of the User ID that was used to run the Tivoli middleware installer Workspace Location Enter the location of the topology file that contains the values entered for the Tivoli middleware installer This file is found in 58 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm the workspace that was defined during the Maximo middleware installation task For example C ibm tivoli mwi workspace Click Next 5 From the Choose Depl
102. ocation Work Site Organization e 2 la 2 FENGLENA A To find records use the fiter fields above and then press Enter For more search options use the Advanced Search button above To enter a new record select the Insert icon in the toolbar C Select Records e laj xi Ele Edt View Favorites Tools Help a EA O O ix 2 Osa vermes 2 2 4 Address E http boston 9080 maximojui event loadapp8value labor8uisessionid 1208799656859 6 Links Fina de xf List Labor Crafts Status Attachment Library Folders gt dh Advanced Search ud Save Query 4 Book Run Reports Figure 5 34 Run Reports 3 From the Reports dialog select the Labor List report Reports Description Labor List Labor Qualification Labor Utilization Figure 5 35 Labor List 4 From the Request Page specify your parameter properties in our example we will specify the value ACTIVE as the status parameter value 88 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Fillinthe fields in the Parameters section below and click Submit to run the report If no parameters are displayed the report will execute against the current selected record set Optionally fill out the Schedule and Email Sections to schedule report run times and receive the
103. of the account code Component Sequence Account components are displayed in a sequential format with the left most component in the string representing the highest level For example four component levels are defined the fourth is optional Component 1 Cost Center Component 2 Activity Component 3 Resource Optional Component 4 Element VV vv Account components are concatenated with the highest level component at the left Chapter 6 Configuration 105 7645config fm Draft Document for Review May 23 2008 10 14 am To create a general ledger account component complete the following steps 1 oa fk Qo Im q Open the Database Configuration application by selecting Goto gt System Configuration 5 Platform Configuration Database Configuration Select GL Account Configuration from the Select Action drop down menu Click New Row Enter a component name in the Component field For example Cost Center Enter a numerical length for the component For example 5 Enter a data type for the component This is the type of data each component will represent For example ALN Click Save and log out of Maximo Once you have completed setting up the GL Account Component you MUST configure the database for your changes to take affect Foolwo the next steps to create a component Ensure you have created a backup of your database Make sure all users a logged off the system Ensure to docum
104. on of maximo Asset Management the Maximo Asset Management Essentials product does not provide all of this capability Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645introduction fm Contract Management Have enhanced control over your vendor contracts with this integrated contract management system Provide comprehensive contract management support for purchase lease rental warranty labor rate software master blanket and user defined contracts 1 2 3 Integrating with Existing Enterprise Applications From a functional standpoint most businesses already have huge IT investments There is often the question Does installing Maximo mean get rid of existing applications The answer is No Maximo offers a very robust integration platform to integrate with any existing applications and maintain a single version of truth Some of the integration with leading enterprise systems are already available in the form of adapters where as some have to be custom built as the need may be Maximo is a Java based solution with an open architecture and therefore custom building integrations is not a daunting task Maximo Asset Management Essentials provides support for a set of standard integrations but does not ship with the capability to customize those adapters or build new ones The Integration Framework previously known as the Maximo Enterprise Adapter MEA be procured as an add
105. or Linux systems you must set the ulimit for the system prior to using the Tivoli middleware installer To set the ulimit complete the following steps 1 From a command line type ulimit f unlimited 2 From a command line type ulimit n 8192lf you set the ulimit in the profile for root the ulimit setting will apply to all processes Setting the swap size Maximo Asset Management Essentials can be a resource intensive application It is recommended that you configure and tune your system for maximum performance This section details how to set the size of the swap space used in Linux systems Typically the swap size set for Linux systems should be equivalent to twice the amount of physical RAM in the machine Additional swap space can be made available to the system by gt increasing the size of the existing swap partition gt creating a new additional swap partition gt creating a swap file 40 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Refer to the product documentation for your Linux distribution for more information 5 1 10 Setting shared memory This section details how to set a minimum shared memory value in Linux For Linux systems you must set a minimum shared memory value for the system prior to using the Tivoli middleware installer To set the minimum shared memory value complete the following steps From a command line type sysctl w kernel shm
106. ow Enter an item set name for example ITEM1 Enter ITEM1 in the Type field Click Save o No a Tip Keep your set id s generic and simple as they cannot be altered in the future Create a general ledger account component Although Maximo Enterprise Essentials is restricted to only one organization and one site you must still define a clearing account for your organization A clearing account is an account that determines the cost centre for multi organization transactions Before you assign your clearing account for your organization you must create and define the general ledger account component A general ledger account component is a structure that must be determined by your accounting staff Each general ledger account code consists of a number of distinct components also called segments In Database Configuration you define the account code format using the GL Account Configuration dialog box In Chart of Accounts you specify which components are valid for use in the system For easy identification you can use delimiters to separate components when they are displayed on the screen For example you might use hyphens to separate components 6100 400 SAF The system writes account strings to the database in a concatenated format with delimiters For any account code you can Define up to 20 components Include a total of up to 254 characters digits not including delimiters unless you choose to include the delimiters as part
107. oyment Plan and Parameter Configuration summary panel review the contents of the summary and then click Deploy to initiate the installation and configuration of the middleware you selected Chapter 5 Installation 53 7645install fm Draft Document for Review May 23 2008 10 14 am The following plan will be deployed and the html data will be saved to C libmitivolimwitworkspaceiparameterSummary html Middleware Dependency Checks root native zipped location root native deflated location CADOCUME 1wDMINI 11LOCALS 1YTemp localhostallowed false Middleware Disk Space Check diskSpaceCheckin 02 productID WAS ND 5 1 0 5 diskSpaceCheck in_05 productiD ITDS 6 1 s AA mmm siiis A AA OT stallShield Finish gt Back Deploy Cancel Figure 5 7 Middleware Deployment Plan 11 Once the deployment completes successfully click Finish to exit 54 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm stallShield Deployment was successful To exit the wizard choose Finish Middleware Dependency Checks Middleware Disk Space Check IBM Rational Agent Controller Version 7 0 3 DB2 Enterprise Server Edition Version 9 1 2 Configuration for DB2 Enterprise Server Edition Configuration of DB2 Enterprise Server Edition for reuse IBM Tivoli Directory Server version 6 1 Configuration for IBM Tivoli Directory Server
108. oyment panel select the Custom deployment topology and then click Next Select Simple if you want to deploy all Maximo Asset Management Essentials components on a single system This deployment option is typically only used for demonstration proof of concept or training purposes Select Custom if you wish to deploy Maximo Asset Management Essentials components across several systems This deployment option is typically used in a production environment In our example we chose Custom to allow us to specify a different host name for the database server as if we were installing in a multi server environment Choose Install Folder By default this value is Description C UBMISMP l Maximo Database Type Select the database vendor product Each database will have its own unique set of configurable parameters and values DB2 Host name Enter the host name of the machine hosting DB2 The host name must be ee qualified EE The default is 50005 default i The default is 50005 50005 o Name The default database database will be created if it does not name is maxdb71 already exist Instance Enter the name of the database instance to be used with Maximo After you have entered configuration information for the database that was selected the Maximo Asset Management Essentials installation program will connect to the database server to validate the information you have entered From the Automate Database Configuration panel
109. plementer s Guide Draft Document for Review May 23 2008 10 14 am Index A Add ons 34 Administrative system 30 Application Server Specialist 20 Asset Management 4 Attached Documents Configuration 0 Availability management 33 B Backup Image of the environment 94 Browser 28 Business Analyst 18 0 Capacity Planning 3 Client Local Regional Settings 94 Client system 31 Computerized Maintenance Management System CMMS 2 Contract Management 7 Credentials panel 48 Cron Task 33 Customization 34 D Database 28 Database Administrators 19 Database Server 46 Database server 44 DB2 44 Deployment Choices 46 deployment environments 31 Deployment Plan and Parameter Configuration summary panel 53 Deployment plan logs 56 Deployment Plan Operation panel 52 Deployment Plan Summary 47 Differences with Maximo Asset Management Enter prise 10 Directory Server 46 Directory server 29 44 Copyright IBM Corp 2008 All rights reserved 7645IX fm E Enterprise asset management 1 G Generating a report output 87 H Hardware and Software Requirements 28 IBM Agent Controller 44 Installing Middleware overview 44 Integration Specialist 20 Integrations 34 Internet and Firewall Security 95 Internet Explorer Settings 95 J J2EE Application Server 30 J2EE Server 46 J2EE server 44 L Language 34 Link Documents 34 Logs for steps run by the user interface 56 Logs for substeps 57 M
110. prise 7 1 The differences in functionality will be discussed in subsequent sections of this book Maximo allows companies to manage assets by providing information and real time data thereby enabling creation of a strategy for maintenance management by information based decision making capabilities help in predicting impacts of asset downtime on productivity for all categories of assets 1 2 1 General Functional Overview IBM Maximo Asset Management Essentials is an integrated productivity tool and database that helps you achieve maximum efficiency in asset management by managing all of your asset types on a single software platform Built on a service oriented architecture SOA Maximo Asset Management Essentials delivers a comprehensive view of all asset types locations and the work processes which support them to provide you with optimal planning control audit and compliance capability The Maximo database provides critical information about asset resources including key attributes their configuration and their physical and logical relationships to other resources You can also include attachments such as maps pictures and URLs to each record or task to further enhance communication and productivity IBM Maximo Asset Management Essentials allows you to effectively manage end to end asset operations and business processes to deliver efficient and effective services aligned with your business goals It provides a comprehensive an
111. processing order of the step and substepID identifies the substep Typical values for operation are install uninstall and check The log files for the substep are usually located in a subdirectory named processID logs Log files generated by the native middleware installation programs will also be kept here 5 4 Installing Maximo corfe components TPAP This section describes the process to install the core maximo function formerly known as Maximo Base Serverces and now called Tivoli Process Automation Platform through the launchpad 5 4 1 Maximo Asset Management Essentials Installation Overview This procedure explains how to use the Maximo Asset Management Essentials installation program to install Maximo In addition to configuring new instances of Maximo middleware products installed by the Tivoli middleware installer the Maximo Asset Management Essentials installation program can configure existing instances of prerequisite products including those from other vendors that you wish to use with Maximo The instructions provided are for either a single or multiple machine installation using default values and assume that you choose to have the Maximo Asset Management Essentials installation program automatically configure middleware across multiple machines to work with Maximo If you do not allow the Maximo Asset Management Essentials installation program to automatically configure middleware it will still perform programmatic
112. ptions in terms of database application server and operating system to required skills A Maximo Asset Management Essentials implementation is assumed to be simpler and less time consuming than an enterprise wide implementation The underlying assumption in this chapter is a basic implementation with out of box components for middleware database and so on After reading this chapter the implementation team should be able to create a high level project plan with ballpark effort and time estimates for a typical implementation We have not created an implementation plan which fits for each implementation since all of them are different Each customer is unique and the requirement set of each customer differs However for the purpose of this chapter and to maintain simplicity as Essentials is not supposed to be as complex as a Maximo enterprise implementation the following parameters have been taken into consideration gt Infrastructure Selected Operating System Windows Database DB20 Application Server WebSphere Nointegration with other third party systems gt Existing data sets for data migration Copyright IBM Corp 2008 All rights reserved 17 7645ProjPlan fm Draft Document for Review May 23 2008 10 14 am Customer will follow processes as the tool guides them Although the tool also support other operating system database platforms and leading application servers these combinations can greatly impact
113. publications and creating and teaching workshops around the world on a variety of topics He holds a Masters degree in Numerical Analysis from Syracuse University Melissa Christensen is a Senior Project Manager for EMA based in California Melissa has over 11 years of experience in Project Management specifically implementing Tivoli Maximo Melissa holds degrees in both Anthropology History and Liberal Studies Her areas of expertise include Utilities and Facilities Maintenance Management in both the private and public sectors Abesolom Abby Fidel is a SAP Production Process certified with over 11 years work in implementing enterprise solution on Unix Linux platforms Abby is currently employed as Enterprise Solution Consultant for Avenue Business IT Solutions based out of Ho Chi Minh City Vietnam He holds a degree in Physics and Mathematics In his spare time Abby volunteers for Habitat for Humanity International Vietnam office Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645pref fm Nihar Jain is a Techno Functional Consultant with Birlasoft India Ltd He has over 3 years of experience with Maximo in Asset and Service Management domain He holds a degree in Computers and certifications in ITIL and IBM Maximo Deployment Rutger Mons is a IBM Certified Tivoli Deployment Consultant based at Stork Asset Management Solutions in the Benelux region He has close to 9 ye
114. r niche products may require technical experts Depending on the project the main task will be to facilitate integration with external systems and ensure bidirectional movement of data The above list of various roles is not a permanent fixture for each project There can be more roles that are required and more than one person in a role As mentioned before each project is different and it is hard to generalize however we have tried to cover most scenarios that we have encountered in our implementation experiences 3 2 Solution Description and Assumptions This section will talk about a high level solution architecture and the standard assumptions that are taken while project planning The following figure represents the Maximo Asset Management Essentials solution architecture 20 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ProjPlan fm End Users FIREWALL Maximo Modules all or some may be implemented AROSAM Administrators 2 07 lt 4 20 lt gt 2 Figure 3 1 Solution architecture Maximo being a browser based application can be accessed remotely The three layers above can be complicated depending on a customer s requirements and network set up All or some of the Modules of Maximo Asset Management Essentials may be implemented The integration layer separates the enterprise applications from
115. raft Document for Review May 23 2008 10 14 am involvement at each stage For each of the above mentioned phases the expectations from the customer are given in the below table Table 3 1 Expectations from the customer RR Expectations from the Customer Requirement Gathering and Assign a single point of contact from within Analysis Explain the project vision short term and long term objective Facilitate meetings with individual process owners Facilitate meetings with tool owners Procure hardware and software required for the project Review documentation Solution Design Review solution architecture Review documentation and project plan Deployment Provide hardware and software Provide administrative access to systems wherever required Monitor project progress Participate in reviews Testing and Go Live Provide test and production environment Provide data for User Acceptance Testing Facilitate in UAT Attend training Provide man and material resources required for training Support Define support scope of work boundaries Review support plan and SLAs 26 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645SolEnv fm 4 Solution Environment Maximo Asset Management Essentials requires multiple software servers that can be installed on separate dedicated server machines for best performance or the same physical server The different components of the Maximo As
116. rious stages of the asset life cycle strategically Thus the reason for having Enterprise Asset Management as a dedicated function within an organization which encompasses purchasing engineering accounting and maintenance management Broadly the benefits of enterprise asset management can be summarized as Cost Reduction Legal Requirements Better Planning Competitive Advantage Information Availability YYYY Y 1 2 Maximo Asset Management Essentials 2 IBM Maximo Asset Management Essentials is an asset management system that provides asset management maintenance management inventory management purchasing capabilities that help corporations maximize productivity and increase the life of assets Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645introduction fm This solution is targeted towards small to medium businesses who do not have multiple sites and just need a subset of the core functionality of Maximo Maximo Asset Management Enterprise has been a leader in enterprise asset management for many years IBM Maximo is the only solution to have been placed in the EAM Leader s Quadrant 11 times since 1998 However smaller businesses can benefit from the core functionality of Maximo and do not need an enterprise level solution for asset management Thus Maximo Asset Management Essentials has been created which is a lighter less complex version of Maximo Asset Management Enter
117. rosoft Windows Server 2003 SP2 Active Directory amp Microsoft Active Directory Application Mode ADAM is not supported Windows Server 2003 SP2 Standard Enterprise or DataCenter 32 bit 64 bit Windows Vista Business Enterprise Ultimate 32 bit 64 bit Windows XP Professional SP2 32 bit 64 bit Red Hat Enterprise Linux v4 Enterprise or Advanced update 4 5 or later Intel amp 32 bit IBM AIX 5L V5 3 ML level 5300 06 SuSE Linux SLES 9 0 Enterprise Server System z SP4 or later manual install only Chapter 4 Solution Environment 9 7645SolEnv fm Draft Document for Review May 23 2008 10 14 am J2EE Application Server This is where you install WebSphere Application Server and where Maximo Asset Management Essentials runs Hardware 2 4 dedicated Intel based Pentium Windows Server 2003 Standard processors Enterprise or DataCenter 32 bit 2 GB RAM per processor 64 bit 1 5 GB or greater of disk space for IBM AIX5 3 or 6 1 Maximo and Java Web Server Red Hat Enterprise Linux 4 and 5 x86 components and x64 processor based systems SuSE Linux SLES 9 0 Enterprise Server System z SP4 or later manual install only Note Although Maximo Asset Management Essentials supports the following operating systems if you are using IBM DB2 Universal database with Maximo Asset Management Essentials 7 1 you cannot use either of the following operating systems on your application server gt HP UX 11
118. ry in lt Maximo root gt View Attached Document Figure 5 38 Example Single Machine Configuration 92 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Application Server Document File Server Docurrent Figure 5 39 Example Multiple Machine Configuration 5 6 7 Ensure relevant cron tasks are working and enabled Depending on your business requirements you might be required to implement cron tasks to perform certain actions or updates on your Maximo Application Ensure system properties are defined and setup as enabled in your Cron Task Setup module this can be found under in the System Configuration gt Platform Configuration If you are running JMS queue configurations for your integration framework it is essential for the relevant cron task instances to be enabled otherwise the queues will not function In the event that cron tasks might not run it is recommended you reload the cron tasks Tip The schedule frequency interval of cron tasks needs to be assessed carefully as cron tasks are batch tasks and a large task is executued to frequently it could have an adverse affect on system performance Chapter 5 Installation 93 7645install fm Draft Document for Review May 23 2008 10 14 am For more detail about implementing cron tasks Please refer to the Maximo Asset Management Essentials System Administration guide System Administra
119. s and choose to install individual middleware components on the individual systems 46 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm Select the features to deploy on the local machine I i The Database Server is used to store details about the attributes and history of each configuration item and the details aboutthe relationships among configuration items I Directory Server The Directory Server is used to secure the J2EE Server This feature should be selected to either install a new directory server locally or reuse a local directory server Y J2bE Server The J2bEE Server is the application server used to serve and manage the application Y Secure the J2EE Server using the Directory Server Back Next gt Cancel Figure 5 2 Middleware features selection 4 f you are not using IBM Tivoli Directory Server not implementing directory services de select the Directory Server check box 5 From the Deployment Plan Summary window click Next to configure the parameters displayed The deployment plan is generated and you will be provided details about the plan Chapter 5 Installation 7645install fm Draft Document for Review May 23 2008 10 14 am BtallShield The following plan has been generated To enter configuration parameters for this plan choose Next IBM Rational Agent Controller Version 7 0 3
120. sable that this step is done when other users have logged out of the system Generating report output As a best practice assess to see whether the reports generated successfully During the Maximo Asset Management Essentials installation process the default report tool Birt is automatically configured to run reports from within Maximo In the next few steps we will test and run a standard report 1 Login into Maximo 2 From the Start Center navigate to the Go To function and select Administration gt Resources gt Labor GoTo Reports Start Center Profile SignOut S Administration Ses sl Assets Organizations Change h Calendars 3 Cor Labor Resources Fini Qualifications Bulletin Board iT i People Communication Templates Inte Person Groups Reporting g Inv Crafts Conditional Expression Manager 5 Planning V Classifications Preventive Maintenance Cl Types 4 Purchasing Work View Release Security b Self Service Service Desk d System Configuration P la Task Management d D Work Orders Figure 5 83 Labor From the Labor application click Select Actions gt Run Reports Chapter 5 Installation 87 7645install fm Draft Document for Review May 23 2008 10 14 am Labor First Name Last Name Default Craft Default Skill Level Calendar Work L
121. scheduled report via email Status Schedule m Immediate C Atthis Time B C Recurring To Subject Comments Figure 5 36 Request Page 5 Click Submit 3 BIRT Report Viewer Microsoft Internet Explorer File Edit view Favorites Tools Help ay Q O Mi sea verme O 4 http boston 9080 maximo report report labor rptdesign amp appname LABOR amp requestid 1208801947515 16 ums gt Reporting Page 1 4 4 gt Ba gt LaborList Status ACTIVE Labor Code Name Work Site Work Location Supervisor Craft Skill Level Number of Records 0 April 21 2008 1 19 16 PM CDT Figure 5 37 Report output Chapter 5 Installation 9 7645install fm Draft Document for Review May 23 2008 10 14 am 6 Upon receiving a report output as specified above you can determine that the report has generated successfully For more information regarding report administration refer to the following guide Report Developer Guide mam71 report dev guide pdf 5 6 6 Attached Documents Configuration You use the Attached Documents application in Maximo to attach various documents to individual Maximo records The following formats are supported PDF XLS CSV TXT DOC GIF DOC JPG PPT vvvvvvvvy By default Attached documents are not configured during the Maximo Asset Manage installatio
122. se files Go To System Configuration gt Platform Configuration gt System Properties and specify the required properties as set out below Property Name Example value mxe doclink doctypes defpath Default path CADOCLINKS for doclinks C lt PATH gt DOCLINKS Path 01 for C lt PATH gt DOCLINKS http yourservername doclinks http yourservernameC lt P ATH gt DOCLINKS http yourservername A common problem with attached document setup is that the folders for your attachments are not assigned with a drive letter in their defaults paths upon the Maximo Installation process To resolve this ommittance go to any of your Maximo Applications and from Select Actions go to Attachment Library Folders gt Manage Folders and amend the default path as follows DOCLINKS ATTACHMENTS CADOCLINKSMATTACHMENTS Below are illustrations of single and multiserver machine attached documents configurations Note the implementation of attached documents is only briefly Chapter 5 Installation 1 7645install fm Draft Document for Review May 23 2008 10 14 am discussed in this guide For instructions on how to install and deploy attached documents please reference the following materials System Administrator Guide Server mam71 sys admin guide paf Chapter 22 Attached Documents Administration and Configuration Application Server Machine Submit Attached Document Application Server Client Machine A docklinks directo
123. services you might not be able to access the WebSphere console as the administrator username and password has not been validated Make sure your service is running 3 Once all the relevant services are started up login to the URL http servername 9080 maximo and see if you connect to the Maximo Asset Manager File Edit View Favorites Tools Help a Ok O X iz P search Favorites rs 3 Address 45 http fenway 9080 maximo webclient loginjlogin jsp uisessionid 1208194786125 amp welcome true Eco Links gt E software Welcome please enter your information user name password Sign In forgot your password new user register now Copyright IBM Corp 2007 Al rights reserved See product license for details Figure 5 24 Maximo Asset Manager Login page Chapter 5 Installation 75 7645install fm Draft Document for Review May 23 2008 10 14 am 5 5 Process solution package installation Process solutions are versioned software components The process solution installation programs support a variety of software life cycle operations that may be applied against process solutions A process solution package is a self contained ZIP file of installation artifacts and deployment logic that can be deployed using the process solution installation program Installation artifacts are the files and content that are installed into your Maximo environment to enable the services
124. set Management Essentials environment are listed below Database The Maximo database serves as the repository for all CI information Application Server Maximo Asset Management Essentials is built using Java 2 Enterprise Edition J2EETM technology which requires a commercial application server such as IBM WebSphere Application Server The Application Server consists of Maximo Asset Management Essentials applications using JavaServer Pages JSP XML and Maximo Asset Management Essentials application specific business components HTTP server A separate dedicated HTTP server can be configured to work with the J2EE application server Directory server A directory server can be configured to work with Maximo Asset Management Essentials to maintain lists of users and groups for security purposes Administrative system The administrative system is used to deploy Maximo Asset Management Essentials After the initial deployment the administrative system is used to make updates or changes to the deployment Changes to the Maximo Asset Management Essentials deployment typically require that Copyright IBM Corp 2008 All rights reserved 27 7645SolEnv fm Draft Document for Review May 23 2008 10 14 am Maximo Asset Management Essentials Enterprise Archive EAR files be rebuilt which can only be done from the administrative system The administrative system can only be implemented as a Windows system 4 14 Hardware an
125. sing highly complex methods and scripts from the database The number of such reports makes a huge impact on the performance of the system Language Depending on the different languages that need to be supported by the system the complexity increases System needs to ensure that data is stored in supported languages and when it is being displayed on the user interface it is in the language of the logged in user Maximo Asset Management Essentials supports only the Base Language 1 Add ons All the Add ons that the implementation might require should be identified and listed to ensure that hardware sizing is done taking into account these as well Link Documents If the organization decides to configure link documents and use this feature as a practice then it should be ensured that the servers have necessary storage space and also attaching the documents is not creating storage and retrieval performance issues 4 4 Maximo Asset Management Essentials Supported Platforms Refer to the table below to find the supported platforms by IBM Maximo Asset Management Essentials Operating Systems Ts iamos Jueza 34 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645SolEnv fm DO quse Tuoi A Eo Deum p EL Deua EL Piro secano RA EXEC Piro soeces EXEC CIN CIN EXITO dT CS EXITO AS E TL AAA O EC 2 EL ESCOCIA ANS O N
126. software Draft Document for Review May 23 2008 10 14 am SG24 7645 00 Maximo Asset Management Essentials V7 1 Implementer s Guide Offering targeted for general business clients Start planning a deployment Learn about configuring the environment Melissa Christensen Abesolom Fidel Nihar Jain Rutger Mons Venkat Ram Vikas Sharma Bart Jacob Redbooks ibm com redbooks Draft Document for Review May 23 2008 10 14 am gt International Technical Support Organization 7645edno fm Maximo Essentials V7 1 Implementer s Guide May 2008 SG24 7645 00 7645edno fm Draft Document for Review May 23 2008 10 14 am Note Before using this information and the product it supports read the information in Notices on page vii First Edition May 2008 This edition applies to Maximo Asset Management Essentials Version 7 1 This document created or updated on May 23 2008 Copyright International Business Machines Corporation 2008 All rights reserved Note to U S Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Draft Document for Review May 23 2008 10 14 am 7645TOC fm Contents NOliC S iio aa Ra Gee MADE Ye bead laine FE vii Trademarks into cuu Mew ater geras esa m aca ck s er hee ain a A viii PretaCe T ix The team that wrote this book ix Become a published author xii Comments
127. t tools enable job plan hierarchies automated workflow processes enhanced status control and support for linear assets Contract correlation links SLAs to vendor contracts helping you identify unreliable vendors as well as low quality products It also enables you to reference SLA performance metrics when renegotiating vendor terms A terms and conditions library allows you to more consistently apply standardized policies across the organization Automatic notifications and alerts help you meet vendor terms avoid penalties and get the most value out of every contract Chapter 1 Introduction 5 7645introduction fm Draft Document for Review May 23 2008 10 14 am 6 Materials Management Know the details what when where how many how valuable about asset related inventory and its usage Materials management functionality records material movements and adjustments allowing for real time inventory tracking reporting and auditing This module also allows embedded images of an asset to be displayed in the catalog search You can also use it to gt Track inventory transactions to help streamline parts and materials management Help decrease costs by eliminating excess or obsolete inventory gt Help optimize and plan inventory to more accurately meet maintenance demand making the right parts available at the right location when needed As a result you can help reduce stock outs inventory shrinkage and carrying costs
128. the collection of machines in this deployment could be a mixture of Windows and UNIX machines Only the Administrative system must be hosted on a Windows system Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645SolEnv fm Following figure displays the typical multi server deployment environment Database Server 58 0r 2 h minisration Workstation ao Directory Server gt Application Server 4 HTTP HTTPS D End User Figure 4 2 Multi Server Deployment A typical deployment life cycle might begin with a single server topology that would move through phases of demonstration functional proof of concept and testing integration within the existing environment and then gradually move towards a pilot multi server environment before finally implementing a production deployment within the enterprise 4 3 Sizing Considerations Sizing hardware for an application is a very critical task One of the major objectives of sizing is to get right performance and the other is being able to support the enterprise s growth in terms of number of users for the application Capacity Planning and Availability management are two important functions that need to be considered while sizing hardware for an application Following are the few factors that one should consider for hardware sizing gt Cron T
129. their Internet Browser 5 6 13 SMTP mail exchange server setup Some applications and cron tasks within Maximo require a mail exchange to perform In order to enable this assign a valid SMTP server name to the global value of the following property in the System Properties application mail smtp host 5 6 14 Users LDAP Authentication through Virtual Member Management You can authenticate users against LDAP using Windows Server Active Directory If your organization has Virtual Member Management in place consider using it to perform your authentication When you configure the application server to authenticate against an ActiveDirectory you create and manage users in the LDAP directory server The VMMcron task updates the Maximo database when users groups and group membership are changed in the directory server When users and groups are deleted from the Active Directory they are not deleted from the Maximo database because these records might be needed for auditing purposes You can also configure the system to populate person user and group information from the external directory The system currently supports synchronization of information from Microsoft Active Directory Synchronization with other directories is possible but is not supported as a standard feature and might require programming to configure Both BEA WebLogic Server and IBM WebSphere Application Server support authentication against Windows Server Active Directory
130. ting the mxe crontask donotrun system property with a specific server for example MXServer1 and a value applicable only to that server for example a value of BBCron As a result of this configuration the Bulletin Board cron task BBCron is not executed on MXServer1 yet it can execute in another product instance such as MXServer2 Each property defined in the System Properties application has a number of characteristics that you can manage The following table describes these characteristics File Override Specifies if the property and its value are loaded from a file rather than from the database Specifies whether this property must exist only at a system wide level It implies the property cannot be overridden at the instance level Chapter 5 Installation 97 7645install fm Draft Document for Review May 23 2008 10 14 am Instance Only Specifies whether this property must be defined at the instance level If so you provide an instance specific value and the property is not a global value Online Changes Allowed Specifies whether the System Properties application is used to change the property s value For example the global property mxe db driver does not allow online changes Live Refresh Specifies whether the property value can take effect immediately after saving the value Encrypted Specifies whether the property is stored in an encrypted manner in the underlying product database The value is encrypted using the
131. tor Guide Server mam71 sys admin guide pdf 5 6 8 Create Backup Image of the environment After the installation is complete it is advisable to create an image of your environment backup procedures depend on the size of your database and the type of operation you are running For instance you coudl back up to Hard Disk Drive Lets you restore your system quickly Tape Drive Slower but you can keep multiple tapes of backups gt CDs DVDs diskettes Limited capacity but is useful for smaller databases archive files or specific executables 5 6 9 Automate the Backup Procedure Schedule and regularly perform system and database backups It is advisable you perform system restores from the production environment to your development acceptance environment on regular intervals to test this procedure 5 6 10 Assess the server workload In having taken the sizing considerations of the previous chapter into account it is advisable to monitor the performance of Maximo on a continuous basis This step will also form part of the user acceptance testing However there are many methods you can implement to improve and maintain the application s performance on a continuous basis If your implementation increases in size an increase in workload or system enlargement over time consider load balancing the server environments server clustering is a recommended solution by which you can distribute user loads over various application s
132. trative rights on the machine you are accessing Operating system password Enter the password for the system user ID 64 Maximo Essentials V7 1 Implementers Guide Draft Document for Review May 23 2008 10 14 am 7645install fm 19 appsvr You have selected to automate the WebSphere configuration Enter a user ID that can access the WebSphere Deployment Manager This user ID must be able to access the server using the remote access protocol enabled on that machine The machine must have a remote access protocol enabled For UNIX machines the ssh or rsh rexec protocol is required For Windows machines the ssh or SMB protocol is required Operating system user ID Administrator Operating system password ss Confirm password freed Figure 5 14 WebSphere Remote Access Authorization panel 11 From the Automate WebSphere configuration panel select Automate WebSphere configuration and then click Next If you choose not to have the Maximo Asset Management Essentials installation program automatically configure the middleware you will have had to configure WebSphere manually prior to the installation of Maximo Configuration tasks include creating a profile running WebSphere as a Windows service copying the WebSphere keystore file from the machine where WebSphere is installed to the administrative workstation setting up JMS queues and so on Chapter 5 Installation 5 7645install fm 66 Draft Document for Review May 2
133. ubject and comments The report is emailed in PDF format Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm S Select Value miM Select Schedule or Time Interval Select a date interval and then Preview to see the dates Preview Date Preview 2 23 08 12 00 AM C Every hour s on minute 2 24 08 12 00 AM 2 25 08 12 6 Every 1 day s at time 12 00 AM m E i C Every week s ON day at time DD m A C Every month s 209 08 12 00 AM 0 3h ina 12 00 AM on day atire 3 2 08 12 00 AM 3 4 08 12 00 AM 3 5 08 12 00 AM 3 608 12 00 AM Figure 6 8 Report Scheduler Chapter 6 Configuration 119 7645config fm Draft Document for Review May 23 2008 10 14 am 120 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ax01 fm A Summary of Maximo Asset Management Essentials modules and applications The table below summarizes the modules and applications that make up Maximo Asset Management Essentials Important This book was written before Maximo Asset Management Essentials V7 1 had been finalized Therefore the official product documentation should be used to validate the list of modules and applications MODULE SUB MODULE APPLICATION DESCRIPTION ADMINISTRATION Organizations Used to setup the organizations and sites to be used within Maximo Classifications Us
134. uired to successfully install IBM Tivoli Asset Management for IT There is a Launchpad utility that will lead you through the installation of various components of the product In general there are three phases of the installation Chapter 5 Installation 1 7645install fm Draft Document for Review May 23 2008 10 14 am 1 Installing the required middleware Through the launchpad you can install an appropriate configuration of WebSphere DB2 and Tivoli Directory Server Though you can change default parameters if you take the default options the installation of these middleware components through the launchpad is simple and straightforward 2 Installing the base services There are a set of common base services that provide the general functions for all Maximo based applications These base services comprise a set of modules that reside on an application server The two supported application servers are BEA WebLogic IBM WebSphere and utilize any the following database platforms DB2 Oracle SQL Server 2005 Note If you used the Launchpad to install the middleware then the launchpad will remember the configuration that was installed and utilize that to simplify the installation of the base services If you installed the middleware separately and or used other products namely Oracle SQL Server or BEA Weblogic then you can still use the Launchpad but will have to specify the appropriate parameters for t
135. ument for Review May 23 2008 10 14 am 7645install fm Y appsvr E lol x Select whether J2EE application security should be configured automatically This requires J2EE securityto already be enabled in your application server Cancel Previous Figure 5 18 Security 15 From the Integration Adapter JMS Configuration panel enter the following information and then click Next JMS DataSource name A JMS server requires a DB2 data repository to be configured to maintain messages Enter the name of the database to be used by JMS Default is intimsds Select whether the JMS datastore should be persisted Persist JMS messages Select this option of you want the Maximo Asset Management Essentials installation program to set the JMS implementation to persist messages Do not persist JMS messages Select this option if you do not want the Maximo Asset Management Essentials installation program to set the JMS implementation to persist messages automatically A database will not be used to persist messages If you later decide that you would like to persist JMS messages you will have to configure the JMS implementation manually Chapter 5 Installation 69 7645install fm Draft Document for Review May 23 2008 10 14 am Enter the information for the Java Message Service JMS JMS DataSource name intimsds Select whether the JMS datastore should be persisted C Persist JMS messages Do not persist MS messa
136. upports two types of loggers Root and Child One or more child loggers always inherit from one root logger In the Logging application a root logger is termed root logger while a child logger is termed logger This application can be used to Create loggers that are components in the product that prepare log statements to be written to console or log file Associate the appropriate log level with each logger De activate loggers except root loggers Configure appenders that represent a console or log files to which log statements are written Specify an appropriate file name for an appender Specify a log file size for an appender Associate a logger with multiple appenders Associate an appender with multiple loggers Chapter 5 Installation 99 7645install fm Draft Document for Review May 23 2008 10 14 am 100 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645config fm 6 Configuration Once the installation is complete there are several tasks that will need to be completed before we can enable the users to start using the system Such tasks usually have to be carried out by the system administrator and will be discussed in this chapter Note The following steps assume you have created a empty database and have not created the demo database this chapter is not applicable to a demo install 6 1 Getting started The following are the main topics covere
137. use various functional aspects of the software This can be done with focussed groups or general groups depending on how the client organization is structured Role Based Training This training is specific to certain groups Support Purchase Administrator Supervisor and so on on how they can approve or disapprove certain tasks manage their queue and so on Administrative Training Once the implementation team walks out there has to be an internal designated person to manage the system This person will be responsible for system availability creation of new reports enhancements adding users roles security groups and so on Phase 5 Support Key Roles Project Manager Maximo Developers Optional Roles Business Analyst Solution Architect Key Activities Some organizations do not have strong IT presence and opt for the implementation team to provide continued system support The basic tasks the support team has to perform are but are not limited to Manage system availability Make enhancements to accommodate evolving business processes Create and deploy new reports Build new integrations Capacity planning for additional users and or organizations The above five phase methodology is generic but includes most of the basic activities that need to be considered and planned for in an implementation However what the section does not include is how and what is the customer s Chapter 3 Project Planning 25 7645ProjPlan fm D
138. w May 23 2008 10 14 am Maximo Asset Management Quotations Release Activities and Tasks Security Security Groups Groups p r mem pm pop Requisitions Requisition p peep CO E E E po e Y I Service Requests Create Service Y Requests View Service Y Y Requests Service Desk Activities and Y Y Tasks System Platform System EN 7 Domains EN Configuration 14 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645New fm Maximo Asset Management Application Y Y Designer Communication Y Y Templates a Pe v a 1 EE AR TEA ewm v Workflow Designer Workflow Y Administration Cron Task Set up Y E mail Listeners Y Object Structures Y Web Services Y Library Launch in Context Migration Migration Y Manager Task Activities and Management Tasks MN Work Orders Work Order Y Tracking Labor Reporting Ro q Y E E EE EE Quick Reporting Activities and Tasks Assignment Manager Chapter 2 Maximo Asset Management Essentials 7 1 5 7645New fm Draft Document for Review May 23 2008 10 14 am Maximo Asset Management eem iY po 16 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ProjPlan fm 3 Project Planning This chapter describes various parameters that should be considered in planning an implementation right from technical o
139. y The primary log files for the machine plan are named MachinePlan hostname processID These log files contain the output generated by ANT when running the machine plan ANT script Deployment plan logs Each step in the deployment plan is located in a directory named Workspace Directory gt hostname deploymentPlan MachinePlan hostname stepNum steplD where stepNum is the sequence number of this step in install processing order of the deployment plan and stepID identifies the step The log files for the step are located in the logs subdirectory Some steps may provide a message log file named stepID_processID message which contains a few entries that summarize the result of invoking the step All steps will provide a trace log file named steplD processID log which contains 56 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645install fm many entries usually including information about the input parameters and the substeps invoked Logs for substeps Each step contains one or more substeps The substeps perform the actual install uninstall and checking work for the Tivoli middleware installer Each substep is located in the directory Workspace Directory gt hostname deploymentPlan MachinePlan hostname stepNum steplD operation substepNum substepID where operation is the ANT target in the step ANT script that invokes this substep substepNum is the sequence number of this substep in the
140. y reports as toolbar icons email reports or specify a schedule for running a reports RESOURCES Used to maintain records of people Person Group Used to maintain person groups A person group consists of people who may or may not be workers Labor o Used to define and maintain labor records to define and maintain labor records o EE e e a rs to create qualifications and certification requirements for qualifications 122 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ax01 fm MODULE SUB MODULE APPLICATION DESCRIPTION ASSETS Assets Used to store asset numbers and corresponding information such as parent location vendor up down status and maintenance costs for each asset Locations Used to enter and track locations for assets and organize these locations into logical hierarchical systems or network systems Meters Used to add or modify meter definitions Meter definitions include names for the meters as well as sets of attributes that describe the meters Meter Groups Used to define a logical grouping of meters that will exist in a meter group Meter groups represent a collection of meters that will be used together multiple times Failure Codes Used to build and display failure hierarchies which help you construct accurate histories of the failures that affect your assets and operating locations CHANGE Activities and Tasks Use the Activities and Tasks application to plan
141. yst Solution Architect Key Activities gt Understand current business processes for Maintenance Management Procurement Inventory Management Asset Management Document pain areas with existing business processes Demo the vanilla product Understand and document the end goal and vision of the customer Document To Be business processes for each of the functions mentioned above Analyze the points of integration Analyze the current data sources Creation of a SRS Software Requirements Specification document Phase 2 Solution Design Roles Involved Project Manager Business Analyst Solution Architect 22 Maximo Essentials V7 1 Implementer s Guide Draft Document for Review May 23 2008 10 14 am 7645ProjPlan fm Key Activities gt Identify module requirements gt Identify configuration requirements in terms of Roles Security groups Escalations Communication Templates Work Order Templates Job plans SLAs Vendors and Contracts Screen configurations GL Codes gt Create a detailed implementation plan gt Identify methodology for integration gt Identify scripting or manual data migration approach from identified data Sources gt Create a solution architecture diagram Phase 3 Deployment Roles Involved Project Manager Solution Architect Maximo Developers Optional Roles DBA Application Server Specialist depending on environment

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