Front cover Draft Document for Review May 23, 2008 10:14 am SG24-7645-00 Maximo Asset Management Essentials V7.1 Implementer’s Guide Offering targeted for general business clients Start planning a deployment Learn about configuring the environment Melissa Christensen Abesolom Fidel Nihar Jain Rutger Mons Venkat Ram Vikas Sharma Bart Jacob ibm.
Draft Document for Review May 23, 2008 10:14 am 7645edno.fm International Technical Support Organization Maximo Essentials V7.
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.
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 . . . . . . . . . . . . . . . . . . . . . . . . . . .
7645TOC.fm Draft Document for Review May 23, 2008 10:14 am 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 . . . . . . . . . . . . . . . . . . . . .
Draft Document for Review May 23, 2008 10:14 am 7645TOC.fm 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.
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Draft Document for Review May 23, 2008 10:14 am 7645spec.fm Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area.
7645spec.fm Draft Document for Review May 23, 2008 10:14 am Trademarks IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. These and other IBM trademarked terms are marked on their first occurrence in this information with the appropriate symbol (® or ™), indicating US registered or common law trademarks owned by IBM at the time this information was published.
Draft Document for Review May 23, 2008 10:14 am 7645pref.fm Preface This book is a guide to assist those interested in implementing Maximo Asset Management Essentials. It provides general information about the offering and overviews the planning, installation and initial configuration processes.
7645pref.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645pref.fm Nihar Jain is a Techno Functional Consultant with Birlasoft (India) Ltd. He has over 3 years of experience with Maximo in Asset and Service Management domain. He holds a degree in Computers and certifications in ITIL® and IBM Maximo Deployment. Rutger Mons is a IBM Certified Tivoli Deployment Consultant based at Stork Asset Management Solutions in the Benelux region.
7645pref.fm Draft Document for Review May 23, 2008 10:14 am Become a published author Join us for a two- to six-week residency program! Help write a book dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You will have the opportunity to team with IBM technical professionals, Business Partners, and Clients. Your efforts will help increase product acceptance and customer satisfaction.
Draft Document for Review May 23, 2008 10:14 am 7645introduction.fm 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.
7645introduction.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645introduction.fm This solution is targeted towards small-to-medium businesses who do not have multiple sites and just need a subset of the core functionality of Maximo. Maximo Asset Management Enterprise has been a leader in enterprise asset management for many years. IBM Maximo is the only solution to have been placed in the EAM Leader’s Quadrant 11 times since 1998.
7645introduction.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645introduction.fm 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.
7645introduction.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645introduction.fm Contract Management Have enhanced control over your vendor contracts with this integrated contract management system. Provide comprehensive contract management support for purchase, lease, rental, warranty, labor rate, software, master, blanket and user defined contracts. 1.2.3 Integrating with Existing Enterprise Applications From a functional standpoint, most businesses already have huge IT investments.
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Draft Document for Review May 23, 2008 10:14 am 7645New.fm 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.
7645New.fm Draft Document for Review May 23, 2008 10:14 am 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.
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7645New.fm Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Service Requests 16 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645ProjPlan.fm 3 Chapter 3. Project Planning This chapter describes various parameters that should be considered in planning an implementation right from technical options in terms of database, application server and operating system to required skills. A Maximo Asset Management Essentials implementation is assumed to be simpler and less time consuming than an enterprise wide implementation.
7645ProjPlan.fm Draft Document for Review May 23, 2008 10:14 am Customer will follow processes as the tool guides them Although the tool also support other operating system, database platforms and leading application servers, these combinations can greatly impact the project schedule. These parameters shall be carefully examined during the requirements gathering.
7645ProjPlan.fm 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.
7645ProjPlan.fm Draft Document for Review May 23, 2008 10:14 am transaction processing capabilities have to be at their best at all times.
7645ProjPlan.fm 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. The integration layer separates the enterprise applications from the core Maximo engine.
7645ProjPlan.fm Draft Document for Review May 23, 2008 10:14 am There is a management buy-in for this project. A dedicated single point of contact and project manager is appointed from the customer to manage interactions with end users Historic data migration can be done by implementation team but data cleansing and scrubbing needs to be owned by the customer. 3.
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7645ProjPlan.fm 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 – Training needs to be provided to all or some of the users. Recommended approach is ‘Train-the-Trainer’.
7645ProjPlan.fm Draft Document for Review May 23, 2008 10:14 am involvement at each stage.
Draft Document for Review May 23, 2008 10:14 am 7645SolEnv.fm 4 Chapter 4. Solution Environment Maximo Asset Management Essentials requires multiple software servers that can be installed on separate, dedicated server machines (for best performance), or the same physical server. The different components of the Maximo Asset Management Essentials environment are listed below: Database: The Maximo database serves as the repository for all CI information.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Maximo Asset Management Essentials Enterprise Archive (EAR) files be rebuilt, which can only be done from the administrative system. The administrative system can only be implemented as a Windows system. 4.1 Hardware and Software Requirements Maximo Asset Management Essentials hardware and software requirements are listed below. Each product version listed reflects the minimum requirement for use with Maximo Asset Management Essentials.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Directory server Software Operating System The following products can serve as the Directory server component of a Maximo Asset Management Essentials 7.1 deployment. IBM Tivoli Directory Server v6.1 FP1 Microsoft Windows Server® 2003 SP2 Active Directory® Microsoft Active Directory Application Mode (ADAM) is not supported.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am J2EE Application Server This is where you install WebSphere Application Server and where Maximo Asset Management Essentials runs Hardware 2-4 dedicated Intel-based Pentium® processors 2 GB RAM per processor 1.5 GB or greater of disk space for Maximo and Java/Web Server components Software Windows Server 2003 (Standard, Enterprise or DataCenter) (32-bit, 64-bit) IBM AIX5.3 or 6.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Client system Hardware Intel-based Pentium processor 1GB RAM SVGA 1024 x 768 resolution Software Windows Vista (Business, Enterprise, Ultimate) (32-bit, 64-bit) Windows XP Professional SP2 (32-bit, 64-bit) Adobe Acrobat Reader 6.0 and above 4.2 Typical deployment environments Maximo Asset Management Essential can be deployed primarily in two different topologies with in an enterprise. 4.2.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645SolEnv.fm Following figure displays the typical multi-server deployment environment.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Integrations: There can be multiple integration points in an implementation like HRMS, Invoicing, and Finance. and these can be both inbound as well as outbound. Only the generic integration adapters are available with Maximo Asset Management Essentials. Modules: Not all the implementations comprise of usage of each and every module within Maximo Asset Management.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Maximo 6.1 Maximo 6.2.1 Maximo 7.1 AIX 5.2 (32 bit) x x AIx 5.3 (32 bit) x x x AIX 5.
7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 am Maximo 6.1 Microsoft SQL Server 2005 (64bit) Maximo 6.2.1 x Maximo 7.1 x Browsers & Client Operating Systems Internet Explorer 6.0.x x Internet Explorer 7.0.x x x Windows Vista Windows XP Pro(Client) x x x x x x x Report Writers Actuate iServer 8 Actuate iServer 9 (for existing users only) x BIRT 2.1.2 x 36 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 5 Chapter 5. Installation In this chapter we will discuss installation of the pre-requisite middleware, the Maximo base set of services (sometimes referred to as the Tivoli Process Automation Platform) and the Maximo Asset Management Essentials-specific process solution package. Our examples will based on the following software components: – – – – Windows 2003 Server WebSphere 6.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 5.1 Pre-Installation checklist Before we start, we need to re-assess our pre-installation checklist carefully consider the following: 5.1.1 Hardware/Software considerations Before proceeding with installation please ensure that the system configuration adheres to the required specifications as laid out by IBM and mentioned in the previous chapter 5.1.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 5.1.3 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. 5.1.4 JDK/JRE It is recommended to have IBM Java 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 2. From the System Properties dialog, first select the Advanced tab, and then click Environment Variables. 3. In the User variables section, select TEMP, and then click Delete. Repeat the process for the TMP variable. 4. Click OK. 5. Exit the System Properties dialog by clicking OK. 5.1.8 Verifying the required rpm-build package is installed This procedure describes how to verify that the rpm-build package is installed on Linux.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Refer to the product documentation for your Linux distribution for more information. 5.1.10 Setting shared memory This section details how to set a minimum shared memory value in Linux. For Linux systems, you must set a minimum shared memory value for the system prior to using the Tivoli middleware installer. To set the minimum shared memory value, complete the following steps: From a command line, type sysctl -w kernel.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 1. Installing the required middleware Through the launchpad, you can install an appropriate configuration of WebSphere, DB2 and Tivoli Directory Server. Though you can change default parameters, if you take the default options, the installation of these middleware components through the launchpad is simple and straightforward. 2.
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7645install.fm Draft Document for Review May 23, 2008 10:14 am 5.3 Middleware Installation The first step in the installation is to ensure all the necessary middleware is installed and properly configured.The following sections describe how to do this. 5.3.1 Installing middleware overview Before you can install IBM Maximo Asset Management Essentials, there are several middleware products that must be deployed.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 3. Tivoli Directory Server – TIV-DirectoryServer_6.1.0 – TIV-DirectoryServer_6.1.0_FP0001 4. WebSphere V 6.1 – – – – – WS-ESS_6.1_GA WS-WAS_IHS_6.1.0_FP13 WS-WAS_ND_6.1.0.13_Custom_ISCAE71 WS-WAS_ND_6.1.0_Supplemental WS-WAS_Plugins_6.1.0_FP13WS-WAS_UpdateInstaller_6.1.0_FP13 This middleware installer could be used on different systems to install the individual components, thus simplifying the install of a multi-server environment.
7645install.fm Draft Document for Review May 23, 2008 10:14 am On Linux navigate to the root directory of the downloaded installation image and run following command: chmod -R +755 * ./launchpad.sh Important: The launchpad can be run on either Windows or Linux. However, oonly the options to install the middleware will function on both platforms. The options to install the Maximo components will only work from the launchpad when running on Windows.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 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. The deployment plan is generated and you will be provided details about the plan. Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-3 Deployment Plan with Directory services selected 6. From the Credentials panel, enter the Username and Password you will use to deploy the plan with, and then click Next. You can choose to enable the option of using the same password as the default user password value in all panels of the Tivoli middleware installer. This provides a common password for all of your middleware components installed through this process.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-4 Middleware Password Selection At this point, you will be presented with a series of pre-filled in panels with default values for each of the middleware components that you are installing. For simple environments, you can take the defaults and move through these panels quickly. If you have special requirements, such as non-standard port numbers, userids, and so on, then you can make the appropriate changes.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Parameter Default Value (if any) DB2 users group (Windows only) DB2USERS Location to install IBM Tivoli Directory Server. C:\Program Files\IBM\LDAP\V6.1 Default is /opt/IBM/ldap/V6.1 Administrator distinguished name: Default for all platforms is cn=root. Administrator password Organizational unit: Default for all platforms is ou=SWG. Organization and country suffix: Default for all platforms is o=IBM,c=US.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Parameter Default Value (if any) WebSphere Administration username Default for all platforms is wasadmin. WebSphere Administration password Deployment Manager profile name Default for all platforms is ctgDmgr01. Application server profile name Default for all platforms is ctgAppSrv01. Cell name Default for all platforms is ctgCell01. Deployment Manager node name Default for all platforms is ctgCellManager01.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-5 Middleware Installer Image 8. For Linux Only, the Middleware installer will create number of temporary files and will extract the middleware images to a temporary directory. Specify a directory or accept the default /tmp. Tip: Make sure /tmp or specified location has enough disk space. 9. From the Deployment Plan Operation panel, select Deploy the plan, and then click Next.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 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.
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. 54 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Figure 5-8 Middleware Installation completed 5.3.2 Tivoli middleware installer logs Tivoli middleware installer log files are located in the workspace directory that was defined in the Tivoli middleware installer. The different types of log files are described below. User interface logs The logs generated by the Tivoli middleware installer user interface are located in the workspace directory. The mwi.
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.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm many entries, usually including information about the input parameters and the substeps invoked. Logs for substeps Each step contains one or more substeps. The substeps perform the actual install, uninstall and checking work for the Tivoli middleware installer.
7645install.fm Draft Document for Review May 23, 2008 10:14 am If any errors are encountered, a dialog box detailing the error will appear. You will not be permitted to continue in the Maximo Asset Management Essentials installation task until the errors are resolved. The Maximo Asset Management Essentials installation program can only be run from a Windows-based system. 5.4.2 Maximo Asset Management Essentials Installation Avoid using localhost for host name values in the install program.
7645install.fm 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. Select Simple if you want to deploy all Maximo Asset Management Essentials components on a single system. This deployment option is typically only used for demonstration, proof-of-concept, or training purposes.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Do not automate database configuration from within the Maximo Asset Management Essentials installation program, the installation will check to see if you have not completed these pre-install tasks and you will be reminded to complete them prior to restarting the Maximo Asset Management Essentials installation program. Figure 5-9 Automate Database Configuration 6.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 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.
45install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-11 DB2 Tablespace 8. From the Maximo Application Server Type panel select the relevant application server you wish to deploy your Maximo application on, choose IBM WebSphere Application Server, click Next 62 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Figure 5-12 Maximo Application Server Type 9. From the WebSphere Connectivity panel, enter host information about the WebSphere server, and then click Next. – Host name: Enter the fully-qualified host name of the system hosting WebSphere. Alternatively, you can provide the IP address for the system. – SOAP port: Enter the SOAP port of the WebSphere system. The default value for this field is 8879 Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-13 WebSphere Connectivity 10.From the Remote Access Authorization panel, enter authorization information for WebSphere configuration, and then click Next. Operating system user ID: Enter a valid user ID that will allow the Maximo Asset Management Essentials installation program to access the system that is hosting WebSphere. This user ID should have administrative rights on the machine you are accessing.
7645install.fm 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.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-15 Automate WebSphere configuration 12.From the WebSphere Deployment Manager configuration panel, enter values for the following fields, and then click Next. – WebSphere installation directory: Enter the directory where WebSphere is installed on the host system. Windows On Windows, this value might be C:\Program Files\IBM\WebSphere\AppServer Linux On Linux, this value might be /opt/IBM/WebSphere/AppServer.
7645install.fm 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 – Web server name: Enter the name of the Web server. Default for all platforms is webserver1 – Node name: Enter the name of the WebSphere node containing the application server.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-17 WebSphere Application Server Configuration 14.From the Security panel, indicate whether application server security should be enabled automatically, and then click Next. Note: This step is only applicable if you are implementing the Tivoli Directory Server or Microsoft Active Directory server for security. 68 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Figure 5-18 Security 15.From the Integration Adapter JMS Configuration panel, enter the following information, and then click Next. – JMS DataSource name: A JMS server requires a DB2 data repository to be configured to maintain messages. Enter the name of the database to be used by JMS. Default is intjmsds. Select whether the JMS datastore should be persisted.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-19 Integration Adapter JMS Configuration 16.From the Input Summary panel, review the information you have provided to the Maximo Asset Management Essentials installation program, and then click Next. 70 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Figure 5-20 Input Summary 17.From the Pre-Installation Summary panel, review the installation information presented, and then click Install. The installation task will begin. Progress can be monitored by viewing messages displayed above the progress bar. Click Next. The installation will now take place, and may take quite some time.
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. 72 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 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 /logs. Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-23 Install Complete 5.4.3 Post Maximo Asset Management Essentials base services installation 1. Before logging into the newly installed Maximo Asset Management Essentials application, go to your windows services and ensure that the relevant services are started.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm – IBM Tivoli Directory Server Instance V6.1 2. Although not required, you can optionally start the node agent as a Windows service.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 5.5 Process solution package installation Process solutions are versioned software components. The process solution installation programs support a variety of software life cycle operations that may be applied against process solutions. A process solution package is a self-contained ZIP file of installation artifacts and deployment logic that can be deployed using the process solution installation program.
7645install.fm 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. The actual middleware servers whose login information is required will depend on the process solution package being installed.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 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. 78 Maximo Essentials V7.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Figure 5-26 Middleware Login information-WebSphere Admin Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 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.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 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. The Deployment progress panel will inform you of the deployment progress of the installation. Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 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.
7645install.fm 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 meticulously.
7645install.fm Draft Document for Review May 23, 2008 10:14 am Tip: From Windows Services, set the following services to automatic startup: DB2 COPY Services DB2 Governor DB2 License Server DB2 Management Service DB2 Remote Command Server DB2 Security Server DB2DAS IBM HTTP Server 6.1 IBM HTTP Administration 6.1 IBM WebSphere Application Server V6.1 IBM WebSphere Application Server V6.1 Node Agent IBM Rational Agent Controller IBM Tivoli Directory Admin Daemon V6.
7645install.fm 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. If some of your languages are not installed carefully re-assess and implement those languages. 5.6.
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. 86 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Note: Generating the request pages is a step you will only need to execute when having created a new installation or having uploaded a new report, it is advisable that this step is done when other users have logged out of the system. Generating report output As a best practice, assess to see whether the reports generated successfully.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 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. 88 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm Figure 5-36 Request Page 5. Click Submit Figure 5-37 Report output Chapter 5.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 6. Upon receiving a report output as specified above you can determine that the report has generated successfully For more information regarding report administration refer to the following guide: Report Developer Guide (mam71_report_dev_guide.pdf) 5.6.6 Attached Documents Configuration You use the Attached Documents application in Maximo to attach various documents to individual Maximo records.
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7645install.fm Draft Document for Review May 23, 2008 10:14 am discussed in this guide. For instructions on how to install and deploy attached documents please reference the following materials: System Administrator Guide Server (mam71_sys_admin_guide.
7645install.fm Draft Document for Review May 23, 2008 10:14 am ApplicationServer Machine Document FileServer Machine MAXIMO Submit Attached Document ApplicationServer File Write HTTPServer File Read Local Drive d:\doclinks\ Client Machine ViewAttached Document Figure 5-39 Example Multiple Machine Configuration 5.6.
7645install.fm Draft Document for Review May 23, 2008 10:14 am For more detail about implementing cron tasks Please refer to the Maximo Asset Management Essentials System Administration guide: System 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.
Draft Document for Review May 23, 2008 10:14 am 7645install.fm 5.6.12 Internet and Firewall Security For security purposes Maximo can also be configured to take advantage of the more secure protocol, Hypertext Transfer Protocol Secure (HTTPS). If Maximo clients exist outside the corporate network, you can add a firewall or other security measure. Firewalls are configured to allow communication over HTTP (typically Port 80) or HTTPS (typically Port 443).
7645install.fm Draft Document for Review May 23, 2008 10:14 am From your Internet Browser move to Tools → Internet Options → General → Settings Select the radio button Automatically to check for newer versions of stored pages. Tip: Ensure the above feature is applied to all clients. When failing to do so users could experience previous screen representations other than the latest. Alternatively one could also remove and destroy all Cookies and Temporary files from their Internet Browser 5.6.
7645install.fm 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. 5.7.
7645install.fm Draft Document for Review May 23, 2008 10:14 am 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. For example, the global property mxe.db.
7645install.fm 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. For example, log4j.logger.maximo.sql is the parent of log4j.logger.maximo.sql.WORKORDER.
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Draft Document for Review May 23, 2008 10:14 am 7645config.fm 6 Chapter 6. Configuration Once the installation is complete there are several tasks that will need to be completed before we can enable the users to start using the system. Such tasks usually have to be carried out by the system administrator and will be discussed in this chapter. Note: The following steps assume you have created a empty database and have not created the demo database, this chapter is not applicable to a demo install. 6.
7645config.fm Draft Document for Review May 23, 2008 10:14 am 6.1.1 User Management Signing in using a default user ID If security was specified during the installation, User management will be managed through the directory server you have configured to use with Maximo Asset Management Essentials.
7645config.fm 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.
7645config.fm Draft Document for Review May 23, 2008 10:14 am Create currency codes Currency codes is your measure of exchange in monetary terms, currencies are required for your system to determine in which currency you will be measuring your financial transactions against. Assess your base currency that your organization utilizes before assuming the next step. You must define a currency code for an organization. To define a currency code for an organization, complete the following steps: 1.
7645config.fm 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. Create a general ledger account component Although Maximo Enterprise Essentials is restricted to only one organization and one site you must still define a clearing account for your organization.
7645config.fm Draft Document for Review May 23, 2008 10:14 am To create a general ledger account component, complete the following steps: 1. Open the Database Configuration application by selecting Goto →System Configuration →Platform Configuration →Database Configuration 2. Select GL Account Configuration from the Select Action drop-down menu. 3. Click New Row. 4. Enter a component name in the Component field. For example, Cost Center 5. Enter a numerical length for the component. For example, 5. 6.
7645config.fm 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. Enter the company set you defined in the Company Set field. For example, COMPSET. Tip: Keep your organization and site id’s generic and simple as they cannot be altered in the future.It is also advisable not to use spaces in between the organization and site id’s 7.
7645config.fm Draft Document for Review May 23, 2008 10:14 am Creating a site You can create only 1 site in Maximo Asset Management Essentials. To create your site, complete the following steps: 1. From the Start Center, go to Administration/Organizations 2. From the list screen select the Organization you want to assign your site to 3. Click on the Sites tab, to add a new Site click New Row 4.
7645config.fm 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.
7645config.fm Draft Document for Review May 23, 2008 10:14 am MAM 7.
7645config.fm 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.
7645config.fm Draft Document for Review May 23, 2008 10:14 am Figure 6-1 Accessing report administration 6.2.2 BIRT Configure Reports In the Report tab there are several options to configure a report. Those with an (*) asterisk are required parameters. 112 Maximo Essentials V7.
7645config.fm 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. It prevents end users from executing large queries, which can cause negative performance impacts. Use the Report Administration application to set record restrictions on reports.
7645config.fm Draft Document for Review May 23, 2008 10:14 am – None – The Browser View icon does not appear in the selected application. None is the default. – Click Save Report to apply the changes. Direct Print and Direct Print Location: The Direct Print feature lets you create a shortcut so an end user can click an icon once in the application toolbar to print the report. The configuration is the same as for Browser View Location.
Draft Document for Review May 23, 2008 10:14 am 7645config.fm 6.2.3 BIRT Run Reports Follow these instructions to run a report. After you run a report you have the options to print, export data, and toggle the table of contents. Open the Reports dialog box through one of the following methods: – From the Reports Menu in the application toolbar, select an application, for example, Labor. Figure 6-4 Report Menu – From the Select Action menu, select Run Reports. The Reports tab opens.
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. 116 Maximo Essentials V7.
Draft Document for Review May 23, 2008 10:14 am 7645config.fm Figure 6-6 Run Request Click Submit to run the report. The report opens in your browser shown in Figure 6-6. Chapter 6.
7645config.fm Draft Document for Review May 23, 2008 10:14 am 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. – Click the Toggle table of contents icon to see the table of contents for your report. The report you select determines the table of contents.
Draft Document for Review May 23, 2008 10:14 am 7645config.fm Figure 6-8 Report Scheduler Chapter 6.
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7645ax01.fm Draft Document for Review May 23, 2008 10:14 am A Appendix A. Summary of Maximo Asset Management Essentials modules and applications The table below summarizes the modules and applications that make up Maximo Asset Management Essentials. Important: This book was written before Maximo Asset Management Essentials V7.1 had been finalized. Therefore, the official product documentation should be used to validate the list of modules and applications.
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7645ax01.fm Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION DESCRIPTION ASSETS Assets Used to store asset numbers and corresponding information such as parent, location, vendor, up/down status, and maintenance costs for each asset Locations Used to enter and track locations for assets and organize these locations into logical hierarchical systems or network systems Meters Used to add or modify meter definitions.
7645ax01.fm MODULE/SUB-MODULE FINANCIAL INVENTORY 124 Draft Document for Review May 23, 2008 10:14 am APPLICATION DESCRIPTION Master Contracts Used to associate many contract types for a particular vendor. A Master Contract defines the relationship with a vendor and contains terms and conditions that apply to the contracts created and listed under it Terms and Conditions Used to maintain a library of terms and conditions that can be added to a purchasing document or contract.
7645ax01.fm Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE APPLICATION DESCRIPTION PLANNING Job Plans Used to create a detailed description of how a job is to be performed PREVENTIVE MAINTENANCE Preventive Maintenance Used to create, modify and view preventive maintenance plans for work assets.
7645ax01.fm MODULE/SUB-MODULE Draft Document for Review May 23, 2008 10:14 am APPLICATION DESCRIPTION Users Used to add and manage Maximo users Create Service Request Used by self-service users to create new service requests View Service Request Used by self-service users to view existing service requests. Activities and Tasks Use the Activities and Tasks application to plan, review, and manage activities and tasks.
7645ax01.fm Draft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE Migration APPLICATION DESCRIPTION Cron Task Setup Used to manage cron tasks. Cron tasks are behind-the-scene jobs set to run automatically and on a fixed schedule Domains Used to maintain lists of defined values that appear in drop-down lists (sometimes referred to as value lists) Logging Use the Logging application to manage log settings and configure log files.
7645ax01.fm MODULE/SUB-MODULE Draft Document for Review May 23, 2008 10:14 am APPLICATION DESCRIPTION Object Structures Use the Object Structures application to create, view, modify, and manage the processing logic of an object structure. An object structure is the common data layer that the integration framework uses for all outbound and inbound application data processing. An object structure consists of one or more sub-records that develops their XML content from a particular object.
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Draft Document for Review May 23, 2008 10:14 am 7645bibl.fm Related publications The publications listed in this section are considered particularly suitable for a more detailed discussion of the topics covered in this book. IBM Redbooks For information about ordering these publications, see “How to get Redbooks” on page 132. Note that some of the documents referenced here may be available in softcopy only.
7645bibl.fm Draft Document for Review May 23, 2008 10:14 am How to get Redbooks You can search for, view, or download Redbooks, Redpapers, Technotes, draft publications and Additional materials, as well as order hardcopy Redbooks, at this Web site: ibm.com/redbooks Help from IBM IBM Support and downloads ibm.com/support IBM Global Services ibm.com/services 132 Maximo Essentials V7.
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Draft Document for Review May 23, 2008 10:14 am 135 (0.5” spine) 0.475”<->0.875” 250 <-> 459 pages (1.0” spine) 0.875”<->1.498” 460 <-> 788 pages (1.5” spine) 1.5”<-> 1.998” 789 <->1051 pages 7645spine.fm To determine the spine width of a book, you divide the paper PPI into the number of pages in the book. An example is a 250 page book using Plainfield opaque 50# smooth which has a PPI of 526. Divided 250 by 526 which equals a spine width of .4752". In this case, you would use the .5” spine.
Draft Document for Review May 23, 2008 10:14 am 136 (2.5” spine) 2.5”<->nnn.n” 1315<-> nnnn pages 7645spine.fm To determine the spine width of a book, you divide the paper PPI into the number of pages in the book. An example is a 250 page book using Plainfield opaque 50# smooth which has a PPI of 526. Divided 250 by 526 which equals a spine width of .4752". In this case, you would use the .5” spine.
Back cover ® Draft Document for Review May 23, 2008 10:14 am Maximo Essentials V7.1 Implementer’s Guide ® Offering targeted for general business clients This book provides a guide to assist implementors of Maximo Asset Management Essentials. It provides general information about the offering and oveviews the planning and installation processes.
