IBM Maximo Asset Management Product Description

Release 7.1

IBM Maximo Asset Management

Release 7.1
Product Description Guide

Production Assets Building, Facility

Transportation
Oil, Steel, Utilities and Property
Assets
Assets

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 IBM Maximo Asset Management Product Description
Release 7.1

This guide is intended to provide you with a description of the modules and applications that are
delivered in the IBM Maximo Asset Management product.

In Release 7.1 a number of applications and modules have been added or modified to enhance
the experience and benefits of traditional EAM users.

This guide provides a brief description of each application included in this product, organized by
module/sub-module name.

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 IBM Maximo Asset Management Product Description
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Summary of Applications

Asset Management: Contract Management: Security:

Assets Purchase Contracts Security Groups
Locations Warranty Contracts Users
Failure Codes Lease/Rental Contracts
Condition Monitoring Labor Rate Contracts System Configuration:
Meters Master Contracts Workflow Designer
Meter Groups Terms & Conditions Workflow Administration
Actions
Work Management: Administration: Roles
Work Order Tracking Organizations Communication Templates
Quick Reporting Calendars Application Designer
Labor Reporting Sets Database Configuration
Assignment Manager Classifications Escalations
Activities & Tasks Work View Cron Taak Setup
Service Request Communication Templates E-Mail Listener
Job Plans Bulletin Board Domains
Preventative Maintenance CI Types Logging
Master PM Conditional Expression Manager System Properties
Routes Web Services Library
Safety Plans Reporting: Object Structures
Safety Hazards KPI Manager Migration Manager
Safety Precautions Report Administration Migration Groups
Lock Out / Tag Out
Resources:
Service Management: People Options:
Service Request Person Groups Maximo SLA Manager
Self-Service/Create Service Crafts Maximo Change and Corrective
Request Labor Action Manager
Self-Service/View Service Request Qualifications Maximo Linear Asset Manager
Ticket Templates Maximo Mobile Work Manager
Activities & Tasks Financials: Maximo Mobile Inventory
Currency Codes Manager
Exchange Rates Maximo Asset Navigator
Materials Management: Chart of Accounts Maximo Calibration
Inventory Cost Management Maximo Spatial Asset
Item Master Management
Storerooms Integration: Maximo Adapter for MS Project
Issues & Transfers Invocation Channels Maximo Adapter for Primavera
Condition Codes Object Structures Maximo Enterprise Adapter
Stocked Tools Web Services Library Maximo Compliance Assistance
Tools Publish Channels Documentation
Service Items External Systems Maximo for Service Providers
Enterprise Services Maximo Asset Configuration Mgr.
Procurement Management: Launch in Context
Purchase Requisition Message Reprocessing
Purchase Orders Integration Modules
Requests for Quotations Logical Management Operations
Companies End Points
Company Master Message Tracking
Receiving
Invoices IT Infrastructure:
Terms and Conditions Configuration Items
Desktop Requisitions Collections

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 IBM Maximo Asset Management Product Description
Release 7.1

MODULE/SUB-MODULE APPLICATION DESCRIPTION

ADMINISTRATION Organizations Used to setup the organizations and sites to be used within
Maximo
Classifications Used to create classifications and establish overall
classification hierarchies for Items, Assets, Locations, Work
Orders, etc.
Bulletin Board Used to create, post and view messages as well as to
broadcast information to users of the Maximo system
Communication Templates Used to create and manage generic communication
templates that Maximo users can leverage to standardize
frequently used e-mail communications (also known as
notifications)
Calendars Used to indicate working time for equipment, craft and labor
records for an organization and its associated sites
Sets Used to create a framework for sharing item and company
(vendor) data across multiple organizations
Work View Used to make queries available for display in the Result Set
portlet of a Maximo users Start Center
CI Types Use the CI Types application to specify which configuration
item types (CI types) you want to use when you import actual
configuration items from TADDM
Conditional Expression Use the Conditional Expression Manager application to
Manager create and maintain a library of conditions. In other
applications, such as Application Designer and Security
Groups, you select from predefined conditions to set up
conditional behavior
REPORTING KPI Manager Used to create Key Performance Indicators (KPIs) to track
critical performance variables over time
Report Administration Used to create reports, generate and preview request pages,
add parameters, display reports as toolbar icons, email
reports, or specify a schedule for running a report
RESOURCES People Used to maintain records of people
Person Group Used to maintain person groups. A person group consists of
people, who may or may not be workers
Crafts Used to define and maintain craft records
Labor Used to define and maintain labor records
Qualifications Used to create qualifications and certification requirements
for qualifications
ASSETS Assets Used to store asset numbers and corresponding information
such as parent, location, vendor, up/down status, and
maintenance costs for each asset
Locations Used to enter and track locations for assets and organize
these locations into logical hierarchical systems or network
systems
Meters Used to add or modify meter definitions. Meter definitions
include names for the meters as well as sets of attributes that
describe the meters
Meter Groups Used to define a logical grouping of meters that will exist in
a meter group. Meter groups represent a collection of meters
that will be used together multiple times

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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Condition Monitoring Used to define unlimited measurement points for assets, and to
specify alarm limits and associated work to be performed after
reaching those limits
Failure Codes Used to build and display failure hierarchies, which help you
construct accurate histories of the failures that affect your
assets and operating locations
CONTRACTS Purchase Contracts Used to create, modify, and view contracts with outside
vendors
Lease Rental Contracts Used to define the overall terms and conditions of the lease
or rental agreement between a vendor and a customer
regarding one or more assets
Labor Rate Contracts Used to define multiple labor rates for specific crafts and
skills, and optionally labor records. Within the Labor Rate
Contract application you can manage outside labor and the
corresponding rates.
Warranty Contracts Used to maintain one or more assets for an outside service
provider for a fixed fee, or regularly scheduled payment over
a time period; or to track warranty information for multiple
assets or locations by time or meter
Master Contracts Used to associate many contract types for a particular
vendor. A Master Contract defines the relationship with a
vendor and contains terms and conditions that apply to the
contracts created and listed under it
Terms and Conditions Used to maintain a library of terms and conditions that can
be added to a purchasing document or contract. These terms
can contain information such as liability concerns, shipping
and handling details, or delivery time expectations.
FINANCIAL Currency Codes Used to define currency codes and to specify which codes
can be used in Maximo
Exchange Rates Used to set up exchange rates used for converting currencies
in Maximo
Chart of Accounts Used to establish general ledger (GL) account fields in
Maximo with definitions equivalent to those used with the
rest of your financial data processing system.
Cost Management Used to generate project cost information to track the
financial resources required to complete a project and
manage budgets more effectively
INTEGRATION Invocation Channels
Use the Invocation Channels application to create, view,
modify, and delete invocation channel records.
A Service Oriented Architecture (SOA) environment enables
the use of external services for the purposes of data
processing from multiple data sources. Invocation channels
support this generic SOA capability by enabling the
integration framework
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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 IBM Maximo Asset Management Product Description
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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Web Services Library
Use the Web Services Library application to create, modify,
and delete web services. You also can generate schema and
Web Service Description Language (WSDL) files for any web
service that you deploy.
External applications can use web services to query or to
send transactions to the integration framework.
Publish Channels
Use the Publish Channels application to create, view,
modify, or delete publish channel records.
A publish channel is the pipeline for exporting data from the
integration framework to an external system
Enterprise Services
Use the Enterprise Service application to create, view,
modify, or delete enterprise service records.
An enterprise service is the pipeline for importing data to the
integration framework from an external system
External Systems
Use the External Systems application to create, view, modify,
or delete external systems.
Any business application that sends data to the system or
receives data from the system is an external system. External
systems let you synchronize external data through an end
point (location), and internal data through an external
source.
Launch in Context
Use the Launch in Context application to create, view,
modify, or delete launch entry records.
A launch entry lets you open an application that is external
to the system in the same or a different browser session
Message Reprocessing Use the Message Reprocessing application to manage and
view integration transaction messages that have been
flagged with an error
Integration Modules Use the Integration Modules application to create, modify,
and delete integration modules. The Integration Module
application provides a mechanism for a process management
product, such as Change or Release, to invoke an
external operational management product.
Logical Management
Use the Logical Management Operations application to
Operations
create, modify, and delete logical management operations.
A logical management operation is the common data layer
that defines an action the system takes on operational
management product.
End Points
Use the End Points application to create, view, modify, or
delete end point records.
An end point identifies a location and the processing logic of
data publication and service invocations. Through the
defined end point handler, you can identify how to route
outbound data to a specific location. You also can define
which data format the integration framework, or deployment
manager component will use through the handler

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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Message Tracking
Use the Message Tracking application to track and view the
processing history of queue-based inbound (Enterprise
Services), and queue-based outbound (Publish Channels)
messages.
When you enable message tracking, the integration
framework writes all processed messages to the system
database.
INVENTORY Item Master Used to define items that will be stocked in your storerooms.
You group these items in an item set, which can then be
shared by the organizations using that item set
Service Items Used to define and manage purchased services
Tools Used to manage information about the tools used to perform
work. Tools are typically non-consumable items for which
you charge an hourly rate for their use
Stocked Tools Used to manage existing tools in storerooms.
Inventory Used to enter, display and update information on each
inventory item
Issues and Transfers Used to issue or transfer items from storerooms, or to return
items to storerooms
Condition Codes Used to create and maintain a master list of condition codes
for a particular item set.
Storerooms Used to add and maintain information about storeroom
locations, as well as view the items stocked within a
storeroom.
IT INFRASTRUCTURE Configuration Items Use the Configuration Items application to define, create,
and manage CIs.
A configuration item (CI) is any component of an
information technology infrastructure that is under the
control of configuration management.
Collections Use the Collections application to group configuration items
(CIs), assets, and locations in ways that make them easier to
access and handle in other applications. Instead of selecting
from a list of all CIs, assets, or locations, a user specifies a
collection and obtains the list of records in the collection.
PLANNING Job Plans Used to create a detailed description of how a job is to be
performed
Routes Used to list related work assets that are considered stops
along an inspection or maintenance route
Safety Hazards Used to define hazards that exist in the workplace and
associate related safety precautions
Precautions Used to define precautions that can be taken against hazards
in the workplace
Lock Out / Tag Out Used to create a detailed description of how to take work
assets out of service or how to place them back in service, to
ensure a safe work environment
Safety Plans Used to create a detailed plan of how to service assets or
locations safely
PREVENTIVE Preventive Maintenance Used to create, modify and view preventive maintenance
MAINTENANCE plans for work assets. PM records are templates for work
orders or for other PMs

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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Master PM Used to create and modify master PMs, which are templates
for other PM records
PURCHASING Purchase Requisitions Used to ask the purchasing department to order materials or
services
Purchase Orders Used to purchase materials or services from an internal
supplier or an external vendor
Receiving Used to receive materials into inventory and record the
receipt of services
Invoices Used to record invoices and match against purchase orders
and receipts for approval
Request for Quotations Used to request and manage vendor quotations
Companies Used to manage data on manufacturers, vendors, and other
companies that do business with you
Company Master Used to create company master records that belong to a
particular company set
Terms and Conditions Used to maintain a library of terms and conditions that can
be added to a purchasing document or contract. These terms
can contain information such as liability concerns, shipping
and handling details, or delivery time expectations.
Search Catalogs Allows for punch-out capability from Work Orders,
Desktop Requisitions.
SECURITY Security Groups Used to grant access to sites, applications and menu options.
A user is assigned to one or more groups to gain access to
the system.
Users Used to add and manage Maximo users
SELF SERVICE
Desktop Requisitions Create Requisitions Used to create a new desktop purchase requisition
View Requisitions Used to view existing purchase requisitions
View Templates Used to view a requisition that was previously saved as a
template.
View Drafts Used to view a requisition that was previously saved as a
draft during the create requisition process.
Service Requests 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.
SERVICE DESK Activities and Tasks Use the Activities and Tasks application to plan, review, and
manage activities and tasks. When you create an activity, you
initiate the work process and create a historical record of
work being performed.
Service Requests Used to create, view, and resolve service requests from
customers
Ticket Templates Used to create and manage generic ticket templates that
Service Desk environments can leverage to standardize
common or high-volume service requests.
SYSTEM
CONFIGURATION
Platform Workflow Administration Used to view and modify assignments within Workflow,
Configuration Escalation and SLA processes
Workflow Designer Graphical application that is used to create a series of paths
for records to flow through, called a workflow process

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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Actions Used to manage the administrative functions of creating
actions and action groups within Workflow, Escalation, and
Service Level Agreement (SLA) processes. Actions are
scheduled events that occur when a record leaves a
Workflow node
Roles Used to mange roles within Maximo
Communication Templates Used to create and manage generic communication
templates that Maximo users can leverage to standardize
frequently used e-mail communications (also known as
notifications).
Database Configuration Used to create or modify the objects and attributes used by
Maximo applications
Application Designer Used to create new applications (clones and custom
applications) or to tailor the pages of an existing Maximo
application
Escalations Used to automatically monitor critical processes across your
enterprise. The primary goal of Escalation Management is to
ensure that critical tasks are completed on time, such as
those defined in SLAs
Cron Task Setup Used to manage cron tasks. Cron tasks are behind-the-scene
jobs set to run automatically and on a fixed schedule
E-mail Listeners Used to receive and process incoming e-mail messages
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. The application is part of the System
Configuration module of the product.
System Properties Use the System Properties application to manage system
properties and their values used by various product
components.
Web Services Use the Web Services Library application to create, modify,
and delete web services. You also can generate schema and
Web Service Description Language (WSDL) files for any web
service that you deploy.External applications can use web
services to query or to send transactions to the integration
framework.
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.
Migration Migration Manager Use the Migration Manager application to define, create,
distribute, and deploy packages. Packages are used to
transfer and deploy the many configuration changes possible
with Maximo's configuration tool set from one environment
to another (i.e. Dev, to Test, to Production...).

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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Migration Groups Use the Migration Groups application to create groups of
configuration objects and link related (dependent) groups to
the objects that you create. You group configuration objects
ensure that all related configuration data is collected from
source environments and distributed to target environments
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.
TASK MANAGEMENT Activities and Tasks Use the Activities and Tasks application to plan, review, and
manage activities and tasks. When you create an activity, you
initiate the work process and create a historical record of
work being performed.
WORK ORDERS Work Order Tracking Used to plan, review, and approve work orders for assets
and locations
Labor Reporting Used to report the type and total number of hours of work
that was performed by external contractors or internal
employees
Quick Reporting Used to report work on open work orders or small jobs
Activities and Tasks Used to plan, review, and manage activities that can initiate
the maintenance process and create a historical record of
work being performed
Assignment Manager Used to dispatch urgent work and schedule Labor to planned
work requirements
Service Requests Used to create, view, and resolve service requests from
customers
START CENTER Layout and Configuration Used by an administrator to modify and configure the layout
of the portlets displayed on the Start Center
All Custom Applications Allows access to all User created custom applications
Favorite Application Setup Used by an administrator to define/edit the list of
applications displayed in a Favorite Application portlet
Forgotten Password Action from Login page used to e-mail a User what their
current password is.
Inbox / Assignments Setup Used by an administrator to define/edit which columns will
be displayed in the Workflow assignments inbox displayed on
the Start Center
KPI Graph Setup Used by an administrator to define/edit a KPI Graph style
portlet to be displayed on the Start Center
KPI List Setup Used by an administrator to define/edit a KPI List style
portlet to be displayed on the Start Center
Change Password Used to change the users Maximo password
Quick Insert Setup Used by an administrator to define/edit the list of
applications displayed in a Quick Insert portlet
Result Set Setup Used by an administrator to define/edit the query used and
columns displayed in a Result Set portlet displayed on the
Start Center

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 IBM Maximo Asset Management Product Description
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MODULE/SUB-MODULE APPLICATION DESCRIPTION

Start Center Initial page displayed once logged in to Maximo.
Dashboard like starting point that can display various
portlets including KPIs, Result Sets, Quick Insert, Favorite
Applications, & Inbox/Assignments.
User Self Registration Used by new users to Register themselves as Maximo users
with a temporary password.

In addition to core functionality, Maximo Asset Management includes the following:

E-Commerce Adapter Used to enable buyers to dynamically collaborate with their suppliers,
partners and electronic marketplaces.

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 IBM Maximo Asset Management Product Description
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IBM Maximo Asset Management - Options:

IBM Maximo SLA Manager Used to create and manage service level agreements, as well as to define
service groups.

IBM Maximo Change and Corrective Action Manager- Enables EAM customers to manage asset
related changes, commitments, corrective and preventive actions associated with regulatory requirements
and industry best practices.

Maximo Linear Asset Manager - Used to manage Assets as continuous with dynamic segmentation (i.e.
Railways, Roads, and Pipelines etc.)

IBM Maximo Mobile Work Manager Used to provide workers access to Maximo remotely from
hand-held computing devices.

IBM Maximo Mobile Inventory Manager Used to provide workers access to perform Inventory
transactions from hand-held computing devices.

IBM Maximo Calibration Used to manage the calibration of test and measurement instrumentation.

IBM Maximo Spatial Asset Management- GIS integration enables users to visualize all assets and
work in a geospatial context to optimize resources and work management decisions

IBM Maximo Asset Navigator Used to accelerate the ability to locate and identify needed parts.

IBM Maximo Adapter for Microsoft Project Used to enable planners/schedulers to manipulate
Maximo data within Microsoft Project.

IBM Maximo Adapter for Primavera Used to enable planners/schedulers to manipulate Maximo data
within Primavera.

IBM Maximo Enterprise Adapters (Oracle or SAP) Used to integrate Maximo to Oracle or SAP
systems.

IBM Maximo Compliance Assistance Documentation validation test scripts used to assist customers
in Regulatory industries (i.e. - Life Sciences)

IBM Maximo for Service Providers Used to support clients who deliver Maintenance and Asset
Management Services as a business. Includes support for multiple Customers, Response Plans and
Billing.

IBM Maximo Asset Configuration Manager Used to maintain complex assets such as Aviation, Rail
and Weapon Systems.

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