IBM SG24-7645-00 User Manual

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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

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International Technical Support Organization

Maximo Essentials V7.1 - Implementer’s Guide

May 2008

SG24-7645-00

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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.

Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

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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 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 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.

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.

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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 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 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) ® AIX 5L™ AIX® DB2®

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 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.

Enterprise Asset Management® IBM® Maximo® Redbooks®

System z™ Tivoli® WebSphere®

Other company, product, or service names may be trademarks or service marks of others.

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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.

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.

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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

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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:

򐂰 Use the online Contact us review Redbooks form found at:

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򐂰 Mail your comments to:

IBM Corporation, International Technical Support Organization Dept. HYTD Mail Station P099 2455 South Road Poughkeepsie, NY 12601-5400

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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,

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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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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

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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

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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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

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

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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

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

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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

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

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Manager

Migration Groups Y Y

Object Structures Y Y

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Maximo Asset Management

Service Requests Y Y

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