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IBM MAXIMO SG24-7645-00 Implementation Manual
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IBM MAXIMO SG24-7645-00 Implementation Manual

IBM MAXIMO SG24-7645-00 Implementation Manual

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Draft Document for Review May 23, 2008 10:14 am
Maximo Asset Management
Essentials V7.1
Implementer's Guide
Offering targeted for general business
clients
Start planning a deployment
Learn about configuring
the environment
ibm.com/redbooks

Front cover

SG24-7645-00
Melissa Christensen
Abesolom Fidel
Nihar Jain
Rutger Mons
Venkat Ram
Vikas Sharma
Bart Jacob

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Summary of Contents for IBM MAXIMO SG24-7645-00

  • Page 1: Front Cover

    Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Essentials V7.1 Implementer’s Guide Offering targeted for general business clients Start planning a deployment Learn about configuring the environment ibm.com/redbooks Front cover SG24-7645-00 Melissa Christensen Abesolom Fidel Nihar Jain Rutger Mons Venkat Ram Vikas Sharma...
  • Page 3 7645edno.fm Draft Document for Review May 23, 2008 10:14 am International Technical Support Organization Maximo Essentials V7.1 - Implementer’s Guide May 2008 SG24-7645-00...
  • Page 4 © 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...

  • Page 5: Table Of Contents

    5.1.6 Disabling the firewall ........39 © Copyright IBM Corp. 2008. All rights reserved.
  • Page 6 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 .
  • Page 7 IBM Redbooks ........
  • Page 8 7645TOC.fm Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 9: Notices

    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.

  • Page 10: Trademarks

    (® or ™), indicating US registered or common 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...

  • Page 11: Preface

    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...
  • Page 12 Figure 1 (From l to r ) 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...
  • Page 13 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.

  • Page 14: Become A Published Author

    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...

  • Page 15: Chapter 1. Introduction

    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.

  • Page 16: Maximo Asset Management Essentials

    Competitive Advantage Information Availability 1.2 Maximo Asset Management Essentials 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.

  • Page 17: General Functional Overview

    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.

  • Page 18: Modules

    1.2.2 Modules 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.

  • Page 19: Work Management

    Draft Document for Review May 23, 2008 10:14 am 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, cost to maintain, and so on).

  • Page 20: Materials Management

    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: Track inventory transactions to help streamline parts and materials management.

  • Page 21: Integrating With Existing Enterprise Applications

    The Integration Framework, previously known as the Maximo Enterprise Adapter (MEA) be procured as an add-on from IBM to facilitate these integrations. Chapter 1. Introduction...
  • Page 22 7645introduction.fm Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 23: Chapter 2. Maximo Asset Management Essentials 7.1

    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.

  • Page 24: Differences With Maximo Asset Management Enterprise

    Has enterprise wide capability for asset management with simplicity for a small medium business Has straight-forward licensing Leverages the enterprise architecture and allows for upgrade to enterprise solution wherever required. Allows maximum of two languages - Base language +1 Allows maximum of two currencies - Base currency + 1 Advanced applications not included nor available with Essentials: Workflow Condition Monitoring...
  • Page 25 Draft Document for Review May 23, 2008 10:14 am Table 2-1 Summary of modules by offering Maximo Asset Management Module Administration Assets Application Sub-Application Sets Organizations Calendars Resources Labor Qualifications People Person Groups Crafts Bulletin Board Communication Templates Reporting KPI Manager Report Administration Conditional...
  • Page 26 Maximo Asset Management Change Contracts Financial Infrastructure Integration Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Failure Codes Activities and Tasks Purchase Contracts Lease/Rental Contracts Labor Rate Contracts Master Contracts Warranty Contracts Currency Codes Exchange Rates Chart of Accounts Cost Management...
  • Page 27 Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Inventory Planning Preventive Maintenance Purchasing Logical Management Operations Integration Modules Launch in Context Message Tracking Message Reprocessing Item Master Service Items Tools Stocked Tools Inventory Issues and Transfers Condition Codes Storerooms Job Plans...
  • Page 28 Maximo Asset Management Release Security Self Service Service Desk System Configuration Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Purchase Orders Receiving Invoices Request for Quotations Companies Company Master Activities and Tasks Security Groups Users Desktop Create...
  • Page 29 Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Task Management Work Orders Application Designer Communication Templates Actions Roles Escalations Workflow Designer Workflow Administration Cron Task Set-up E-mail Listeners Object Structures Web Services Library Launch in Context Migration Migration Manager...
  • Page 30 7645New.fm Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Service Requests Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 31: Chapter 3. Project Planning

    Infrastructure Selected – Operating System - Windows® – Database - DB2® – Application Server - WebSphere No integration with other third party systems Existing data sets for data migration © Copyright IBM Corp. 2008. All rights reserved.

  • Page 32: Required Skills

    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 the project schedule. These parameters shall be carefully examined during the requirements gathering.

  • Page 33: Solution Architect

    Draft Document for Review May 23, 2008 10:14 am Domain Knowledge. Functional knowledge of Maximo. Working knowledge of UML. Knowledge of industry best practices to suggest to client. Solution Architect The solution architect is the person who designs the complete solution. This includes the integration with various third party systems.

  • Page 34: Solution Description And Assumptions

    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 Application Server Specialist Depending on choice of application server, WebSphere or WebLogic, part time involvement of application server specialist or administrator may be required.
  • Page 35 Draft Document for Review May 23, 2008 10:14 am 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.

  • Page 36: Task Break Down

    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: Phase 1: Requirement Gathering and Analysis...
  • Page 37 Draft Document for Review May 23, 2008 10:14 am Key Activities: Identify module requirements Identify configuration requirements in terms of: – Roles – Security groups – Escalations – Communication Templates – Work Order Templates – Job plans – SLAs – Vendors and Contracts –...
  • Page 38 • Creation of users, roles and security groups • Configure role based start centers • 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 •...
  • Page 39 Draft Document for Review May 23, 2008 10:14 am • Concurrent users • Transaction processing time with database and external data sources 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 –...
  • Page 40 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 Phase Requirement Gathering and Analysis Solution Design Deployment Testing and Go-Live Support Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Expectations from the Customer...

  • Page 41: Chapter 4. Solution Environment

    Application Server: Maximo Asset Management Essentials is built using Java 2 Enterprise Edition (J2EE™) 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.

  • Page 42: Hardware And Software Requirements

    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. 4.1 Hardware and Software Requirements Maximo Asset Management Essentials hardware and software requirements are listed below.
  • Page 43 64-bit) Red Hat Enterprise Linux v4 (Enterprise or Advanced) (update 4+5 or later) (Intel®) (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...

  • Page 44: J2Ee Application Server

    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:...

  • Page 45: Typical Deployment Environments

    Draft Document for Review May 23, 2008 10:14 am Client system Hardware Intel-based Pentium processor 1GB RAM SVGA 1024 x 768 resolution 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.

  • Page 46: Multi-Server

    Figure 4-1 Single Server Deployment 4.2.2 Multi-server 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.

  • Page 47: Sizing Considerations

    Draft Document for Review May 23, 2008 10:14 am Following figure displays the typical multi-server deployment environment. 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.

  • Page 48: Maximo Asset Management Essentials Supported Platforms

    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 Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Maximo 6.1...
  • Page 49 IBM WebSphere 6.0 IBM WebSphere 6.1 BEA WebLogic 8.1 BEA WebLogic 9.2 Databases IBM DB2 UDB 8.2 for Linux, UNIX and Windows IBM DB2 UDB 9.2 for Linux, UNIX and Windows Oracle 9i v2 Oracle 10 Rel1 Oracle 10 Rel2...
  • Page 50 Microsoft SQL Server 2005 (64bit) Browsers & Client Operating Systems Internet Explorer 6.0.x Internet Explorer 7.0.x Windows Vista Windows XP Pro(Client) Report Writers Actuate iServer 8 Actuate iServer 9 (for existing users only) BIRT 2.1.2 Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Maximo 6.1 Maximo 6.2.1...

  • Page 51: Chapter 5. Installation

    For more information refer to the following installation guides: Installation Guide IBM WebSphere Application Server (MAM Essentials71_install_was.pdf) Installation Guide BEA WebLogic Server (MAM Essentials71_install_bea.pdf) © Copyright IBM Corp. 2008. All rights reserved.

  • Page 52: Pre-Installation Checklist

    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...

  • Page 53: Backup/Snapshot Management

    It is recommended to take 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.

  • Page 54: Verifying The Required Rpm-Build Package Is Installed

    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.

  • Page 55: Setting Shared Memory

    5.2 Installation flowchart The flowchart shown in Figure 5-1 on page 43 defines the installation flow required 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.
  • Page 56 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 –...
  • Page 57 Draft Document for Review May 23, 2008 10:14 am *Launchpad /GUI Note: Based on defined topology, all components can be installed on same or different machines * Launchpad not available on AIX Legend Automatic Manual 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.

  • Page 58: Middleware Installation

    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:...
  • Page 59 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: Installation Guide IBM WebSphere Application Server (mam71_install_was.pdf)
  • Page 60 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.
  • Page 61 Draft Document for Review May 23, 2008 10:14 am Figure 5-2 Middleware features selection 4. If 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.
  • Page 62 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.
  • Page 63 DB2 Administration Server username DB2 Administration Server password Fenced user (Linux only) Maximo Asset Management Essentials database instance name Database port Database instance username Instance username password DB2 administrators group Default Value (if any) C:\Program Files\IBM\SQQLIB db2admin ctginst1 50005 DB2ADMNS Chapter 5. Installation...
  • Page 64 Parameter DB2 users group (Windows only) Location to install IBM Tivoli Directory Server. Administrator distinguished name: Administrator password Organizational unit: Organization and country suffix: Directory server port: Directory server secure port Administration port Administration secure port TDS Database name Instance name...
  • Page 65 HTTP port Admin Server port HTP server Profile name IBM Agent Controller Install location 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.
  • Page 66 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.
  • Page 67 Draft Document for Review May 23, 2008 10:14 am Figure 5-6 Manage Middleware Deployment Plan 10.From the Deployment 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.
  • Page 68 7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-7 Middleware Deployment Plan 11.Once the deployment completes successfully, click Finish to exit. Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 69: Tivoli Middleware Installer Logs

    Draft Document for Review May 23, 2008 10:14 am 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.

  • Page 70: Logs For Steps Run By The User Interface

    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 run 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...

  • Page 71: Installing Maximo Corfe Components (Tpap)

    Draft Document for Review May 23, 2008 10:14 am 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>/hostname/deploymentPlan/MachinePlan_hostname/stepNum_stepID /operation/substepNum_substepID, where operation is the ANT target in the step...

  • Page 72: Maximo Asset Management Essentials Installation

    3. A special installation application (called Install Anywhere) will be installed and initiated for installing the rest of the components. Install Anywhere is based on IBM’s Autonomic installation technology, which helps drive complex, multi-step installations. 4. You will be prompted information related to your middleware environment. If...
  • Page 73 Draft Document for Review May 23, 2008 10:14 am the workspace that was defined during the Maximo middleware installation task. For example, C:\ibm\tivoli\mwi\workspace. Click Next 5. From the Choose Deployment panel, select the Custom deployment topology, and then click Next.
  • Page 74 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.
  • Page 75 7645install.fm Draft Document for Review May 23, 2008 10:14 am 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...
  • Page 76 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 Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am...
  • Page 77 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 78 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.
  • Page 79 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 80 Windows On Windows, this value might be C:\Program Files\IBM\WebSphere\AppServer Linux On Linux, this value might be /opt/IBM/WebSphere/AppServer.AIX 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.
  • Page 81 Draft Document for Review May 23, 2008 10:14 am 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 –...
  • Page 82 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. Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am...
  • Page 83 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 84 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. Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am...
  • Page 85 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 86 7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-21 Pre-Installation Summary 18.You will be prompted to install additional language packs over and above the base language. Click No. Maximo Essentials V7.1 - Implementer’s Guide...
  • Page 87 Draft Document for Review May 23, 2008 10:14 am 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 <MAM_Home>/logs. Chapter 5.
  • Page 88 – 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 Maximo Essentials V7.1 - Implementer’s Guide...
  • Page 89 Draft Document for Review May 23, 2008 10:14 am – IBM 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: –...

  • Page 90: Post Maximo Asset Management Essentials Base Services Installation

    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.

  • Page 91: Enable Maximo Asset Management Essentials License

    Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 92 2. Allow the package to be validated, click Next. 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.
  • Page 93 7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-26 Middleware Login information-WebSphere Admin Chapter 5. Installation...
  • Page 94 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.
  • Page 95 Draft Document for Review May 23, 2008 10:14 am Figure 5-28 Package Options 5. From the Pre-Install Summary panel, review and verify the information displayed, and then click Next. 6. At this point, the process solution installation program begins the package installation process.
  • Page 96 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.

  • Page 97: Post Installation Tasks

    Draft Document for Review May 23, 2008 10:14 am 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...

  • Page 98: Ensure Connectivity To The Maximo Asset Management Essentials

    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 If you’re running a demo Maximo Asset Manager installation on limited...

  • Page 99: Ensure The Language Pack Installation Is Functional

    Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 100 7645install.fm Draft Document for Review May 23, 2008 10:14 am 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. Figure 5-32 Generate Request pages success At this stage the request pages have been successfully generated.
  • Page 101 Draft Document for Review May 23, 2008 10:14 am 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 advisable that this step is done when other users have logged out of the system.
  • Page 102 Figure 5-34 Run Reports 3. From the Reports dialog select the Labor List report. 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. Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am...
  • Page 103 Draft Document for Review May 23, 2008 10:14 am Figure 5-36 Request Page 5. Click Submit Figure 5-37 Report output Chapter 5. Installation...

  • Page 104: Attached Documents Configuration

    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:\IBM HTTP Server\conf\httpd.conf Edit the directory line as follows: Maximo Essentials V7.1 - Implementer’s Guide...
  • Page 105 Draft Document for Review May 23, 2008 10:14 am Edit this Directory line to specify the doclinks directory you created: <Directory "C:\DOCLINKS"> 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...
  • Page 106 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.pdf) Chapter 22-Attached Documents Administration and Configuration Submit Attached Document Client Machine View Attached Document Figure 5-38 Example Single Machine Configuration Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Application Server Machine...

  • Page 107: Ensure Relevant Cron Tasks Are Working And Enabled

    Draft Document for Review May 23, 2008 10:14 am Subm it A ttached D ocum ent C lient M achine View A ttached D ocum ent 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.

  • Page 108: Create Backup/Image Of The Environment

    For more detail about implementing cron tasks Please refer to the Maximo Asset Management Essentials System Administration guide: System Administrator 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.

  • Page 109: Internet And Firewall Security

    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 certified the SSL implementation with the Maximo-WebSphere and Maximo-BEA WebLogic integration.

  • Page 110: Smtp Mail Exchange Server Setup

    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.

  • Page 111: Setting The System And Logging Properties

    Draft Document for Review May 23, 2008 10:14 am 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.

  • Page 112: Logging Application

    Property Characteristic Description 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.
  • Page 113 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 114 7645install.fm Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 115: Chapter 6. Configuration

    6.1 Getting started The following are the main topics covered in this section: – User Management – Organization and Site setup – Initial Configuration and Data import sequence © Copyright IBM Corp. 2008. All rights reserved.

  • Page 116: User Management

    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...

  • Page 117: Organization And Site Setup

    Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 118 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.
  • Page 119 Draft Document for Review May 23, 2008 10:14 am 5. Click New Row. 6. Enter an item set name, for example, ITEM1. 7. Enter ITEM1 in the Type field. 8. Click Save. Tip: Keep your set id’s generic and simple as they cannot be altered in the future.
  • Page 120 – 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.
  • Page 121 Draft Document for Review May 23, 2008 10:14 am 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.

  • Page 122: Initial Configuration And Data Import Sequence

    Creating a site You can create only 1 site in Maximo Asset Management Essentials. To create 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.
  • Page 123 Draft Document for Review May 23, 2008 10:14 am outline a generic configuration and data import sequence recommended to perform your initial data configuration. MAM 7.1 Sub Application Module System Database Configuration Configuration System GL Component Configuration Configuration Financial The GL Components Financial Chart of Accounts Financial...
  • Page 124 MAM 7.1 Sub Application Module Inventory Tools Inventory Stocked Tools Assets Meters/Meter Groups Assets Assets Assets Condition Monitoring Administration Person groups Administration People SCConfig Start Centers Security Security Groups Security Users Administration Crafts Administration Qualifications Administration Labor Planning Safety Plans Planning Precautions Planning...

  • Page 125: Reporting

    Draft Document for Review May 23, 2008 10:14 am 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.

  • Page 126: Birt Configure Reports

    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. Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am...
  • Page 127 Draft Document for Review May 23, 2008 10:14 am 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.
  • Page 128 – 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.

  • Page 129: Birt Run Reports

    Draft Document for Review May 23, 2008 10:14 am 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. Open the Reports dialog box through one of the following methods: –...
  • Page 130 7645config.fm Draft Document for Review May 23, 2008 10:14 am 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. Maximo Essentials V7.1 - Implementer’s Guide...
  • Page 131 7645config.fm Draft Document for Review May 23, 2008 10:14 am 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...
  • Page 132 Figure 6-7 Incident Report 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. –...
  • Page 133 7645config.fm Draft Document for Review May 23, 2008 10:14 am Figure 6-8 Report Scheduler Chapter 6. Configuration...
  • Page 134 7645config.fm Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 135: And Applications

    MODULE/SUB-MODULE APPLICATION ADMINISTRATION Organizations Classifications © Copyright IBM Corp. 2008. All rights reserved. DESCRIPTION Used to setup the organizations and sites to be used within Maximo Used to create classifications and establish and overall classification hierarchies for Items, Assets,...
  • Page 136 MODULE/SUB-MODULE APPLICATION Bulletin Board Communication Templates Calendars Sets Work View Conditional Expression Manager REPORTING KPI Manager Report Administration RESOURCES People Person Group Crafts Labor Qualifications Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am DESCRIPTION Used to create, post and view messages as well as to broadcast information to users of the Maximo...
  • Page 137 Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION ASSETS Assets Locations Meters Meter Groups Failure Codes CHANGE Activities and Tasks CONTRACTS Purchase Contracts Lease Rental Contracts Labor Rate Contracts Warranty Contracts Appendix A. Summary of Maximo Asset Management Essentials modules and applications DESCRIPTION Used to store asset numbers and corresponding information such as parent, location, vendor,...
  • Page 138 MODULE/SUB-MODULE APPLICATION Master Contracts Terms and Conditions FINANCIAL Currency Codes Exchange Rates Chart of Accounts INVENTORY Item Master Service Items Tools Stocked Tools Inventory Issues and Transfers Condition Codes Storerooms Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am DESCRIPTION Used to associate many contract types for a particular vendor.
  • Page 139 Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION PLANNING Job Plans PREVENTIVE Preventive MAINTENANCE Maintenance Master PM PURCHASING Purchase Requisitions Purchase Orders Receiving Invoices Request for Quotations Companies Company Master Terms and Conditions Search Catalogs RELEASE Activities and Tasks SECURITY Security Groups Appendix A.
  • Page 140 MODULE/SUB-MODULE APPLICATION Users SELF SERVICE Service Requests Create Service Request View Service Request SERVICE DESK Activities and Tasks Service Requests Ticket Templates SYSTEM CONFIGURATION Platform Configuration Actions Roles Communication Templates Database Configuration Application Designer Escalations Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am DESCRIPTION Used to add and manage Maximo users...
  • Page 141 Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION Cron Task Setup Domains Logging System Properties Web Services Object Structures Migration Migration Manager Migration Groups Appendix A. Summary of Maximo Asset Management Essentials modules and applications DESCRIPTION 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...
  • Page 142 MODULE/SUB-MODULE APPLICATION Object Structures TASK MANAGEMENT Activities and Tasks WORK ORDERS Work Order Tracking Labor Reporting Quick Reporting Activities and Tasks Assignment Manager Service Requests START CENTER Layout and Configuration All Custom Applications Favorite Application Setup Forgotten Password Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am DESCRIPTION Use the Object Structures application to create,...
  • Page 143 Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION Inbox / Assignments Setup KPI Graph Setup KPI List Setup Change Password Quick Insert Setup Result Set Setup Start Center User Self Registration Appendix A. Summary of Maximo Asset Management Essentials modules and applications DESCRIPTION Used by an administrator to define/edit which columns will be displayed in the Workflow...
  • Page 144 7645ax01.fm Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 145: Related Publications

    These publications are also relevant as further information sources: ????full title???????, xxxx-xxxx ????full title???????, xxxx-xxxx ????full title???????, xxxx-xxxx Online resources These Web sites are also relevant as further information sources: Description1 http://????????.???.???/ Description2 http://????????.???.???/ Description3 http://????????.???.???/ © Copyright IBM Corp. 2008. All rights reserved.

  • Page 146: 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 Maximo Essentials V7.1 - Implementer’s Guide...

  • Page 147: Index

    Differences with Maximo Asset Management Enter- prise 10 Directory Server 46 Directory server 29, 44 © Copyright IBM Corp. 2008. All rights reserved. Enterprise asset management 1 Generating a report output 87 Hardware and Software Requirements 28 IBM Agent Controller 44...
  • Page 148 7645IX.fm Draft Document for Review May 23, 2008 10:14 am Multi-server 32 Post Installation Tasks 83 Post MAM (base services) Installation 74 Pre-Installation Summary 71 Procurement Management 6 Project Manager 18 Project Planning 17 Redbooks Web site 132 Contact us xii Remote Access Authorization 64 Report Administration 85 Reports 34...

  • Page 152: Back Cover

    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 features in the IBM Maximo Asset Management Product.

This manual is also suitable for:

Maximo asset management essentials v7.1

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