IBM SG24-7645-00 User Manual
Draft Document for Review May 23, 2008 10:14 am SG24-7645-00
Front cover
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
Melissa Christensen
Abesolom Fidel
Nihar Jain
Rutger Mons
Venkat Ram
Vikas Sharma
Bart Jacob
Draft Document for Review May 23, 2008 10:14 am 7645edno.fm
International Technical Support Organization
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
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
The team that wrote this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.1 Enterprise asset management overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.2 Maximo Asset Management Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.2.1 General Functional Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.2.2 Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.1 Required Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.2 Solution Description and Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3.3 Task Break Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Chapter 4. Solution Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
4.1 Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.2 Typical deployment environments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
4.2.1 Single-server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
4.2.2 Multi-server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.3 Sizing Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.4 Maximo Asset Management Essentials Supported Platforms. . . . . . . . . . 34
Chapter 5. Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
5.1 Pre-Installation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.1.1 Hardware/Software considerations . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.1.2 Verifying the DVD Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.1.3 Backup/Snapshot Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
5.1.4 JDK/JRE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
5.1.5 Internet Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
5.1.6 Disabling the firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.1.11 Enabling remote configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.2 Installation flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.3 Middleware Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.3.1 Installing middleware overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.3.2 Tivoli middleware installer logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
5.4 Installing Maximo corfe components (TPAP) . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
5.6.1 Ensure all relevant Maximo services are running . . . . . . . . . . . . . . . 83
5.6.2 Ensure connectivity to the Maximo Asset Management Essentials
application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
5.6.3 Ensure the Language pack installation is functional . . . . . . . . . . . . . 85
5.6.4 Ensure Client Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
5.6.5 Report Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
5.6.6 Attached Documents Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 90
5.6.7 Ensure relevant cron tasks are working and enabled . . . . . . . . . . . . 93
5.6.8 Create Backup/Image of the environment. . . . . . . . . . . . . . . . . . . . . 94
5.6.9 Automate the Backup Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
5.6.10 Assess the server workload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
5.6.11 Client Local/Regional Settings Properties. . . . . . . . . . . . . . . . . . . . 94
5.6.12 Internet and Firewall Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
5.6.13 SMTP mail exchange server setup . . . . . . . . . . . . . . . . . . . . . . . . . 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 Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
5.7.2 Logging Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Chapter 6. Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
6.1 Getting started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
6.1.1 User Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
6.1.2 Organization and Site setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
6.1.3 Initial Configuration and Data import sequence . . . . . . . . . . . . . . . 108
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6.2 Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
6.2.1 Report Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
6.2.2 BIRT Configure Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
6.2.3 BIRT Run Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Appendix A. Summary of Maximo Asset Management Essentials modules
and applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
How to get Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Contents v
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vi Maximo Essentials V7.1 - Implementer’s Guide
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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 ANY 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
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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 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
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Trademarks
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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 ™),
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UNIX is a registered trademark of The Open Group in the United States and other countries.
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Other company, product, or service names may be trademarks or service marks of others.
viii Maximo Essentials V7.1 - Implementer’s Guide
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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 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
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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
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® 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.
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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 years 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
Eyco Rogge, Avenue Business IT Solutions
Tom Sarasin, IBM
Mohamed Skandaji, Groupe Createch
Sampath Sriramadhesikan, IBM
Vikas Srivastava, Birlasoft
Preface xi
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1
Chapter 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
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creation 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 various 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
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.
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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 Enterprise 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
and 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.
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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. 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
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 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.
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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).
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:
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 management 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.
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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.
Help decrease costs by eliminating excess or obsolete inventory.
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, 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® 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.
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.
Global purchasing support that can enable group purchasing savings and
efficiencies, and can help lower sourcing costs.
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 version of maximo Asset Management, the Maximo Asset
Management Essentials product does not provide all of this capability.
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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 I 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-on from IBM to facilitate these
integrations.
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2
Chapter 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
Optimum for the small-to-medium business
Has a licensing restriction of a maximum of 25 named users.
Limited functions, and therefore reduced implementation planning and
deployment effort.
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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
Desktop Requisitions
Financial - Cost Management
Routes
Hazards
Precautions
Lock Out/Tag Out
Safety Plans
Components not available for purchase with Essentials:
Industry Solutions
Spatial
Linear
Calibration
Change and Corrective Action Manager
SLA Manager
ERP Integration (SAP, Oracle)
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.
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Table 2-1 Summary of modules by offering
Maximo Asset Management
Module Application Sub-Application Enterprise Essentials
Administration Sets Y Y
Organizations Y Y
Calendars Y Y
Resources Labor Y Y
Qualifications Y Y
People Y Y
Person Groups Y Y
Crafts Y Y
Bulletin Board Y Y
Communication
Te m pl a t e s
Reporting KPI Manager Y Y
Report
Administration
Conditional
Expression®
Manager
Classifications Y Y
CI Types Y N
Work View Y Y
Assets Assets Y Y
Locations Y Y
Features Y N
Meters Y Y
Meter Groups Y Y
Condition
Monitoring
YY
YY
YY
YN
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Maximo Asset Management
Failure Codes Y Y
Change Activities and
Tasks
Contracts Purchase
Contracts
Lease/Rental
Contracts
Labor Rate
Contracts
Master Contracts Y Y
Warranty
Contracts
Financial Currency Codes Y Y
Exchange Rates Y Y
Chart of Accounts Y Y
Cost Management Y N
IT
Infrastructure
Configuration
Items
Relationships Y N
YY
YY
YY
YY
YY
YN
Collections Y N
Integration Object Structures Y Y
Publish Channels Y Y
Invocation
Channels
Enterprise
Services
Web Services
Library
End Points Y Y
External Systems Y Y
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YY
YY
YY
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Maximo Asset Management
Logical
Management
Operations
Integration
Modules
Launch in Context Y Y
Message Tracking Y Y
Message
Reprocessing
Inventory Item Master Y Y
Service Items Y Y
To o ls Y Y
Stocked Tools Y Y
Inventory Y Y
Issues and
Transfers
Condition Codes Y Y
Storerooms Y Y
YY
YY
YY
YY
Planning Job Plans Y Y
Routes Y N
Safety Hazards Y N
Precautions Y N
Preventive
Maintenance
Purchasing Purchase
Preventive
Maintenance
Master PM Y Y
Requisitions
Lock Out / Tag
Out
Safety Plans Y N
Chapter 2. Maximo Asset Management Essentials 7.1 13
YN
YY
YY
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Maximo Asset Management
Purchase Orders Y Y
Receiving Y Y
Invoices Y Y
Request for
Quotations
Companies Y Y
Company Master Y Y
Release Activities and
Tasks
Security Security Groups Y Y
Users Y Y
Self Service Desktop
Requisitions
Service Requests Create Service
Service Desk Activities and
Tasks
Create
Requisition
View Requisition Y N
View Templates Y N
View Drafts Y N
Requests
View Service
Requests
YY
YY
YN
YY
YY
YY
Service Requests Y Y
Ticket Templates Y Y
System
Configuration
Platform
Configuration
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System
Properties
Logging Y Y
Domains Y Y
Database
Configuration
YY
YY
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Maximo Asset Management
Application
Designer
Communication
Te mp l a te s
Actions Y Y
Roles Y Y
Escalations Y Y
Workflow
Designer
Workflow
Administration
Cron Task Set-up Y Y
E-mail Listeners Y N
Object Structures Y N
Web Services
Library
Launch in
Context
YY
YY
YN
YN
YY
YY
Migration Migration
Task
Management
Work Orders Work Order
Activities and
Tasks
Tracking
Labor Reporting Y Y
Quick Reporting Y Y
Activities and
Tasks
Assignment
Manager
Chapter 2. Maximo Asset Management Essentials 7.1 15
YY
Manager
Migration Groups Y Y
Object Structures Y Y
YY
YY
YY
YY
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Maximo Asset Management
Service Requests Y Y
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