Front cover

Maximo Asset Management

Essentials V7.1
Implementer’s Guide
Address the needs of general business
clients

Plan a deployment

Configure the
environment

Melissa Christensen
Abesolom Fidel
Nihar Jain
Rutger Mons
Venkatesan Ramamoorthy
Vikas Sharma
Bart Jacob

ibm.com/redbooks
International Technical Support Organization

Maximo Asset Management Essentials V7.1

Implementer’s Guide

August 2008

SG24-7645-00
 Note: Before using this information and the product it supports, read the information in
“Notices” on page vii.

First Edition (August 2008)

This edition applies to Maximo Asset Management Essentials Version 7.1.

© Copyright International Business Machines Corporation 2008. All rights reserved.

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

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
The team that wrote this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Chapter 1. Introduction to Maximo Asset Management Essentials . . . . . . 1

1.1 Enterprise asset management overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.2 Maximo Asset Management Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.2.1 Functional overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2.2 Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2.3 Integrating with existing enterprise applications . . . . . . . . . . . . . . . . . 7

Chapter 2. Maximo Asset Management Essentials V7.1 . . . . . . . . . . . . . . . 9

2.1 Differences with Maximo Asset Management enterprise edition. . . . . . . . 11

Chapter 3. Project planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3.1 Required skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.2 Solution description and assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.3 Task breakdown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Chapter 4. Solution environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

4.1 Hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2 Typical deployment environments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.2.1 Single-server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
4.2.2 Multiserver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.3 Sizing considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.4 Maximo Asset Management Essentials supported platforms . . . . . . . . . . 37

Chapter 5. Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
5.1 Preinstallation checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
5.1.1 Hardware and software considerations . . . . . . . . . . . . . . . . . . . . . . . 40
5.1.2 Verifying the DVD content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
5.1.3 Backup and snapshot management . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.1.4 JDK and JRE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.1.5 Internet browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.1.6 Disabling the firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

© Copyright IBM Corp. 2008. All rights reserved. iii

 5.1.7 Deleting the TEMP and TMP user environment variables . . . . . . . . 41
5.1.8 Verifying required installation of rpm-build package . . . . . . . . . . . . . 42
5.1.9 Setting the ulimit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
5.1.10 Setting the swap size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.1.11 Setting shared memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.1.12 Enabling remote configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.2 Installation flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
5.3 Middleware installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5.3.1 Middleware installation overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5.3.2 Middleware installer logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
5.4 Installing Maximo core components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
5.4.1 Maximo Asset Management Essentials installation overview . . . . . . 60
5.4.2 Maximo Asset Management Essentials installation . . . . . . . . . . . . . 61
5.4.3 After Maximo Essentials base services installation. . . . . . . . . . . . . . 78
5.5 Process solution package installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
5.5.1 Pre-Process Solution package installation checklist . . . . . . . . . . . . . 81
5.5.2 Enable Maximo Asset Management Essentials license . . . . . . . . . . 82
5.6 Post-installation tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
5.6.1 Ensuring relevant Maximo services are running . . . . . . . . . . . . . . . . 88
5.6.2 Ensuring connectivity to the Maximo application . . . . . . . . . . . . . . . 88
5.6.3 Ensuring the Language Pack installation is functional . . . . . . . . . . . 89
5.6.4 Ensuring client connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
5.6.5 Checking report administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
5.6.6 Configuring Attached Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
5.6.7 Ensuring relevant cron tasks are working and enabled . . . . . . . . . . 99
5.6.8 Backing up the environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
5.6.9 Automating the backup procedure . . . . . . . . . . . . . . . . . . . . . . . . . 100
5.6.10 Assessing the server workload . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
5.6.11 Client local or regional properties . . . . . . . . . . . . . . . . . . . . . . . . . 101
5.6.12 Enabling Internet and firewall security . . . . . . . . . . . . . . . . . . . . . 101
5.6.13 Setting up SMTP mail exchange server . . . . . . . . . . . . . . . . . . . . 102
5.6.14 Authenticating LDAP through Virtual Member Management . . . . 102
5.7 Setting the system and logging properties . . . . . . . . . . . . . . . . . . . . . . . 103
5.7.1 System Properties application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
5.7.2 Logging application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Chapter 6. Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

6.1 Getting started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
6.1.1 Managing users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
6.1.2 Organization and site setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
6.1.3 Initial configuration and data import sequence . . . . . . . . . . . . . . . . 115
6.2 BIRT reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
6.2.1 Administering reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

iv Maximo Essentials V7.1 - Implementer’s Guide

 6.2.2 Configuring BIRT reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
6.2.3 Running BIRT reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Appendix A. Summary of modules and applications . . . . . . . . . . . . . . . 127

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
How to get Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Contents v
vi Maximo Essentials V7.1 - Implementer’s Guide
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.

COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming
techniques on various operating platforms. You may copy, modify, and distribute these sample programs in
any form without payment to IBM, for the purposes of developing, using, marketing or distributing application
programs conforming to the application programming interface for the operating platform for which the
sample programs are written. These examples have not been thoroughly tested under all conditions. IBM,
therefore, cannot guarantee or imply reliability, serviceability, or function of these programs.

© Copyright IBM Corp. 2008. All rights reserved. vii

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 ™),
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The following terms are trademarks of the International Business Machines Corporation in the United States,
other countries, or both:

AIX 5L™ IBM® Redbooks (logo) ®

AIX® Maximo® System z™
DB2® Rational® Tivoli®
Enterprise Asset Management® Redbooks® WebSphere®

The following terms are trademarks of other companies:

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.

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.

Oracle, JD Edwards, PeopleSoft, Siebel, and TopLink are registered trademarks of Oracle Corporation
and/or its affiliates.

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Microsystems, Inc. in the United States, other countries, or both.

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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.

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

viii Maximo Essentials V7.1 - Implementer’s Guide

Preface

This IBM® Redbooks® publication is a guide to implementing Maximo® Asset

Management Essentials. It provides general product information and covers the
planning, installation, and initial configuration processes.

An entry-level member of the IBM Maximo Asset Management product family,

Essentials is ideal for smaller organizations that require a subset of the extensive
range of features in the IBM Maximo Asset Management product.

With Maximo Asset Management Essentials, smaller organizations can take

advantage of proven Maximo Asset Management technology, while enjoying cost
savings. 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.

Unlike competing solutions that are unable to grow with an organization, forcing
businesses to lose their initial expenditure, Essentials is an integrated solution
that enables organizations to build on their Maximo investment by leveraging the
Maximo scalable architecture. It helps eliminate paper-based and
spreadsheet-based processes and provides custom applications. Essentials can
grow with a company so it can manage all asset classes and work tasks from a
single, unified platform.

The team that wrote this book

This book was produced by a team of specialists from around the world working
at the International Technical Support Organization, Austin Center.

© Copyright IBM Corp. 2008. All rights reserved. ix

 Figure 1 (From l to r) Abby Fidel, Venkat Ram, Rutger Mons, Melissa Christensen, Nihar
Jain, Vikas Sharma, Bart Jacob

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 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 certified in SAP® Production Process with over 11

years experience in implementing enterprise solutions on UNIX® and 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.

Nihar Jain is a Techno Functional Consultant with Birlasoft Ltd. in India. He has
over 3 years of experience with Maximo in asset and service management. He
holds a degree in computers and certifications in ITIL® and IBM Maximo
deployment.

Rutger Mons is an 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. He is currently completing a degree in informatics.

x Maximo Essentials V7.1 - Implementer’s Guide

Venkatesan Ramamoorthy is an IBM-certified solutions expert with years of
client implementation experience inside and outside of IBM. He is currently a
next-generation IT Service Management Solution Leader in IBM Tivoli. He is ITIL
certified and works closely with client 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., in the U.S. He has
approximately 5 years of experience primarily in designing complex and
innovative IT solutions mostly in the fields of Enterprise Asset Management®
and IT asset and service management. He holds a master’s degree in computer
applications from IP University, India. His areas of expertise include solution
designing, project management, and client relationship management.

Bart Jacob is a Senior Consulting IT Specialist at IBM Corporation -

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 master’s degree in
numerical analysis from Syracuse University.

Thanks to the following people for their contributions to this project:

Don Busiek, IBM

Dave Calvert, IBM
Tom Davis, IBM
Anthony Honaker, IBM
Sharad Joshi, Birlasoft
Alfons Kemper, Stork - AMS
Michael Kuijl, Stork - AMS
Dean La Porte, IBM
Carlos Marin, IBM
Dan Matlis, Axendia Inc
Colleen McCretton, IBM
John Pasini, EMA Inc
Kumar Rampura, Birlasoft
John Reeve, TAIC
Eyco Rogge, Avenue Business IT Solutions
Tom Sarasin, IBM
Mohamed Skandaji, Groupe Createch
Sampath Sriramadhesikan, IBM
Vikas Srivastava, Birlasoft

Preface xi
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xii Maximo Essentials V7.1 - Implementer’s Guide

 1

Chapter 1. Introduction to Maximo

Asset Management
Essentials
This chapter introduces the basic concepts of asset management processes and
how you can use the Maximo Asset Management Essentials product to enable
those processes. We also discuss the functional layout of Maximo Asset
Management Essentials.

© Copyright IBM Corp. 2008. All rights reserved. 1

1.1 Enterprise asset management overview
Enterprise asset management (EAM) is the process of managing an
organization’s assets throughout their life cycle - 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 is
defined as any equipment or facility that plays a key role in the core business of
the enterprise. Management refers to improving the utilization and performance
of an asset and thereby improving return on investment (ROI).

The asset life cycle typically contains the following phases:

򐂰 Requisition
At this stage someone or some function in an organization requests an asset.
The asset can be procured from a vendor, or it can be an inter-departmental
transfer.
򐂰 Procurement
The complete purchasing process is the second stage in the asset life cycle.
This process includes creating purchase requisitions, requests for quotation,
and invoices; generating purchase orders, receiving assets at locations, and
creating an invoice.
򐂰 Commissioning
At this stage of the asset life cycle, the asset is assigned to a location, user or
group of users. The cost of operating the asset is now attributed to 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 seasonal
maintenance.
򐂰 Retirement
Some enterprises call this phase decommissioning; 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, in certain cases, being able to
transfer parts of the asset to another asset. For instance, say few months ago
someone replaced a critical and expensive part of an asset because of a fault.
The expensive part can be reused because it is not obsolete.

The concept of Enterprise Asset Management evolved from Computerized

Maintenance Management System (CMMS). An enterprise’s assets are critical,
and with global competition, it is imperative for companies to strategically plan

2 Maximo Essentials V7.1 - Implementer’s Guide

 and maintain various stages of the asset life cycle. Enterprise asset
management should be a dedicated function within an organization that
encompasses purchasing, engineering, accounting, and maintenance
management.

Broadly, the benefits of enterprise asset management can be summarized as:

򐂰 Reducing costs
򐂰 Meeting legal requirements
򐂰 Making better plans
򐂰 Providing competitive advantage
򐂰 Enhancing 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, and purchasing capabilities that help corporations maximize
productivity and increase the life of assets.

This solution is targeted toward small-to-medium businesses that do not have

multiple sites and simply need a subset of the core functionality of Maximo Asset
Management. The enterprise edition of Maximo Asset Management has been a
leader in enterprise asset management for many years. IBM Maximo is the only
solution to have been recognized in the EAM Leader’s Quadrant 11 times since
1998.

Smaller businesses can benefit from the core functionality of Maximo Asset
Management Essentials and do not need an enterprise-level solution for asset
management. Thus, Maximo Asset Management Essentials is a lighter, less
complex version of Maximo Asset Management V7.1. The differences in
functionality are discussed in subsequent sections of this book.

Maximo enables companies to manage assets by providing information and

real-time data, thereby enabling the creation of a strategy for maintenance
management through information-based decision making capabilities and
predicting the impact on productivity of asset downtime for all categories of
assets.

Chapter 1. Introduction to Maximo Asset Management Essentials 3

1.2.1 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 that support them, to provide 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 include attachments, such as maps,
pictures, and URLs to each record or task to further enhance communication and
productivity.

IBM Maximo Asset Management Essentials enables 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.

1.2.2 Modules
Maximo Asset Management Essentials is a subset of Maximo Asset
Management. The two products have the same look and feel, similar means of
navigation, and they provide similar functionality.

Maximo Asset Management Essentials is composed of modules, which in turn

contain applications or subapplications. Users access the lowest level, whether it
is an application or subapplication for functionality.

The Maximo Asset Management Essentials solution has multiple modules to

assist the user. Six of these key management modules are:
򐂰 Asset
򐂰 Work
򐂰 Service
򐂰 Contract

4 Maximo Essentials V7.1 - Implementer’s Guide

򐂰 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 (J2EE™) 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,
you can use the Upgrade Utility to upgrade your configurations, and thus avoid
being locked in from one application release to another.

The key modules and the business goals for which you can use them are
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.
򐂰 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

Chapter 1. Introduction to Maximo Asset Management Essentials 5

 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 enables you to put PM schedules
in place with the right job steps and resource requirements, facilitating
planning as well as 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 service-level agreement (SLA) performance metrics when
renegotiating vendor terms.
򐂰 A terms and conditions library enables 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.

Service Management
Service request support enable users to submit new service requests, as well as
to track and update open service requests. Although 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.

Contract Management
Enhanced control over vendor contracts is provided 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.

6 Maximo Essentials V7.1 - Implementer’s Guide

 Materials Management
Know the details - what, when, where, how many, and how valuable - of
asset-related inventory and its usage. Materials Management functionality
records material movements and adjustments, enabling real-time inventory
tracking, reporting, and auditing. In addition, you can display the embedded
images of an asset in a catalog search. You can also use this module 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 reduce stock-outs, inventory shrinkage, and carrying
costs, as well as help foster economies of scale through shared resources.

Procurement Management
The Procurement Management module supports 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 enabling them to plan work more
proactively. 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 improves 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) that measure procurement
performance such as order processing times, invoice accuracy, and order
delivery times.

1.2.3 Integrating with existing enterprise applications

From a functional standpoint, most businesses already have huge IT
investments. Installing Maximo does not mean these businesses have to get rid
of existing applications. Maximo offers a robust integration platform to integrate
with any existing applications and maintain a “single version of truth.”

Chapter 1. Introduction to Maximo Asset Management Essentials 7

 Some features that enable integration with leading enterprise systems are
already available in the form of adapters, while some have to be custom built.
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), can be procured as an add-on from IBM to facilitate
these integrations.

8 Maximo Essentials V7.1 - Implementer’s Guide

 2

Chapter 2. Maximo Asset Management

Essentials V7.1
This chapter provides details of Maximo Asset Management Essentials V7.1 and
an overview of the features available for asset management. Maximo Asset
Management Essentials is a lighter version of Maximo 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. Maximo Asset
Management Essentials is an ideal choice for small organizations, with smaller
asset management needs. It is more appropriate for small organizations because
the fully blown enterprise version of the product is predominantly implemented in
larger organizations with multiple companies and sites with more complex asset
management needs.

Maximo Asset Management Essentials is optimum for small-to-medium

organizations for the following reasons:
򐂰 Licensing is straightforward and restricted to a maximum of 25 named users.
򐂰 Limited functionality reduces implementation planning and deployment
efforts.

© Copyright IBM Corp. 2008. All rights reserved. 9

 򐂰 Simplicity of Maximo Asset Management Essentials enables enterprise-wide
capability for asset management in small-to-medium businesses.
򐂰 Has straightforward licensing
򐂰 Leverages the enterprise architecture and allows for upgrade to enterprise
solution wherever required.
򐂰 Allows maximum of two languages - Base language plus one
򐂰 Allows maximum of two currencies - Base currency plus one

The following are 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

These are components not available for purchase with Essentials:

򐂰 Industry Solutions
򐂰 Spatial
򐂰 Linear
򐂰 Calibration
򐂰 Change and Corrective Action Manager
򐂰 SLA Manager
򐂰 ERP Integration (SAP, Oracle®)

Clients requiring the functionality itemized in the preceding lists must purchase
the enterprise edition of the Maximo Asset Management product.

10 Maximo Essentials V7.1 - Implementer’s Guide

2.1 Differences with Maximo Asset Management
enterprise edition
Table 2-1 summarizes the various Maximo modules, applications, and
subapplications, and identifies those that are included in both Maximo Asset
Management enterprise version and the Maximo Asset Management Essentials
offering.

Table 2-1 Summary of modules by offering

Module Application Subapplication 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 Y Y
Templates

Reporting KPI Manager Y Y

Report Y Y
Administration

Conditional Y Y
Expression®
Manager

Classifications Y Y

CI Types Y N

Work View Y Y

Assets Assets Y Y

Locations Y Y

Chapter 2. Maximo Asset Management Essentials V7.1 11

 Module Application Subapplication Enterprise Essentials

Features Y N

Meters Y Y

Meter Groups Y Y

Condition Y N
Monitoring

Failure Codes Y Y

Change Activities and Y Y

Tasks

Contracts Purchase Y Y
Contracts

Lease/Rental Y Y
Contracts

Labor Rate Y Y
Contracts

Master Contracts Y Y

Warranty Y Y
Contracts

Financial Currency Codes Y Y

Exchange Rates Y Y

Chart of Accounts Y Y

Cost Management Y N

IT Configuration Y N
Infrastructure Items

Relationships Y N

Collections Y N

Integration Object Structures Y Y

Publish Channels Y Y

Invocation Y Y
Channels

Enterprise Y Y
Services

12 Maximo Essentials V7.1 - Implementer’s Guide

Module Application Subapplication Enterprise Essentials

Web Services Y Y
Library

End Points Y Y

External Systems Y Y

Logical Y Y
Management
Operations

Integration Y Y
Modules

Launch in Context Y Y

Message Tracking Y Y

Message Y Y
Reprocessing

Inventory Item Master Y Y

Service Items Y Y

Tools Y Y

Stocked Tools Y Y

Inventory Y Y

Issues and Y Y
Transfers

Condition Codes Y Y

Storerooms Y Y

Planning Job Plans Y Y

Routes Y N

Safety Hazards Y N

Precautions Y N

Lock Out / Tag Y N

Out

Safety Plans Y N

Chapter 2. Maximo Asset Management Essentials V7.1 13

 Module Application Subapplication Enterprise Essentials

Preventive Preventive Y Y
Maintenance Maintenance

Master PM Y Y

Purchasing Purchase Y Y
Requisitions

Purchase Orders Y Y

Receiving Y Y

Invoices Y Y

Request for Y Y
Quotations

Companies Y Y

Company Master Y Y

Release Activities and Y Y

Tasks

Security Security Groups Y Y

Users Y Y

Self Service Desktop Create Y N

Requisitions Requisition

View Requisition Y N

View Templates Y N

View Drafts Y N

Service Requests Create Service Y Y

Requests

View Service Y Y
Requests

Service Desk Activities and Y Y

Tasks

Service Requests Y Y

Ticket Templates Y Y

System Platform System Y Y

Configuration Configuration Properties

14 Maximo Essentials V7.1 - Implementer’s Guide

Module Application Subapplication Enterprise Essentials

Logging Y Y

Domains Y Y

Database Y Y
Configuration

Application Y Y
Designer

Communication Y Y
Templates

Actions Y Y

Roles Y Y

Escalations Y Y

Workflow Y N
Designer

Workflow Y N
Administration

Cron Task Set-up Y Y

E-mail Listeners Y N

Object Structures Y N

Web Services Y Y
Library

Launch in Y Y
Context

Migration Migration Y Y
Manager

Migration Groups Y Y

Object Structures Y Y

Task Activities and Y Y

Management Tasks

Work Orders Work Order Y Y

Tracking

Labor Reporting Y Y

Chapter 2. Maximo Asset Management Essentials V7.1 15

 Module Application Subapplication Enterprise Essentials

Quick Reporting Y Y

Activities and Y Y
Tasks

Assignment Y Y
Manager

Service Requests Y Y

16 Maximo Essentials V7.1 - Implementer’s Guide

 3

Chapter 3. Project planning

This chapter describes various parameters that must be considered when
planning a basic Maximo Asset Management Essentials implementation with
out-of-the-box components for middleware, database, and more. These
parameters range from technical options in terms of database, application server,
and operating system to required skills. A Maximo Asset Management Essentials
implementation is simpler and less time consuming than an enterprise-wide
implementation. After reading this chapter, the implementation team can create a
high-level project plan for a typical implementation with estimations of effort and
time.

Our implementation plan does not fit every implementation because each is
different. Each client is unique, and clients’ requirement sets differ. In addition to
considering requirements, clients must consider the following parameters while
planning an implementation:
򐂰 Infrastructure selection
– Operating system
– Database
– Application server
򐂰 No integration with other third-party systems
򐂰 Existing data sets for data migration
򐂰 Tool guidance through implementation process

© Copyright IBM Corp. 2008. All rights reserved. 17

 Because the tool also supports other operating system, database platforms, and
leading application servers, these combinations can greatly impact the project
schedule. These combinations shall be carefully examined during the solution
design phase.

The following phases typically comprise a simple implementation of Maximo

Asset Management Essentials:
򐂰 Phase 1: Requirements gathering and analysis
򐂰 Phase 2: Solution design
򐂰 Phase 3: Deployment
򐂰 Phase 4: Testing and go-live
򐂰 Phase 5: Support

The subsequent sections discuss the people, process, and technology required
in each phase.

3.1 Required skills

The project delivery team is fundamental to the success of a project. The exact
number of people required varies with project, organization experience, reusable
components, and methodology.T the people who make up the team perform the
roles described in the sections that follow.

Project manager
The project manager performs the following activities:
򐂰 Owns the implementation end-to-end
򐂰 Is the single point of contact for the client
򐂰 Facilitates client interactions
򐂰 Reports project status
򐂰 Monitors project progress at regular intervals
򐂰 Escalates issues
򐂰 Changes control agent for scope creep
򐂰 Makes resources, individuals, and materials available

Business analyst
The business analyst understands the product and also the client’s domain. This
person can speak with clients in their language and can translate client
requirements to the technical team. This role is vital to success of the project.
The following are the attributes of this role:
򐂰 Domain knowledge
򐂰 Functional knowledge of Maximo Asset Management Essentials

18 Maximo Essentials V7.1 - Implementer’s Guide

򐂰 Working knowledge of Unified Modeling Language (UML)
򐂰 Knowledge of industry best practices to suggest to client

Solution architect
The solution architect designs the complete solution, including integration with
various third-party systems. The attributes and tasks this role undertakes are as
follows:
򐂰 Possess strong technical skills in Maximo
򐂰 Maps business processes to technology
򐂰 Understands functional integration points
򐂰 Understands technical integration points
򐂰 Builds the overall solution design
򐂰 Walks the team through various aspects of the implementation
򐂰 Resolves technical issues

Maximo developer
This group of people actually installs and configures the software to work in
accord with client needs. The major tasks to be performed by the developers are:
򐂰 Installs Maximo
򐂰 Configures interface appearance and information flow
򐂰 Works on integration
򐂰 Develops custom classes, if required
򐂰 Performs system optimization

Testers
Testing is critical to every project. This phase includes testing system integration,
functionality, and performance. Depending on the complexity of the project, this
role can be performed by the developer or a specialized group. The major tasks
include the following:
򐂰 System integration: Testing the integrations to ensure the data between
systems is flowing accurately.
򐂰 Functional testing: Testing the workflows, communication templates, data flow
between dialogs, and functions for accuracy.
򐂰 Performance testing: This test ensures response times are accurate and the
system is responding optimally.

Chapter 3. Project planning 19

 Database administrators
Like any enterprise system, the Maximo database can be accessed multiple
times by multiple people. The uptime of the database is critical, and the
transaction-processing capabilities have to be at their best at all times. The DBA
performs the following activities:
򐂰 Troubleshoots database creation
򐂰 Installs database if other than DB2®
򐂰 Performs database optimization
򐂰 Facilitates database-level integrations with enterprise systems

Application server specialist

Depending on the choice of application server, WebSphere® Application Server
or WebLogic Server, the part-time involvement of an application server specialist
or administrator may be required. This becomes more important with complex
implementations in a clustered environment with numerous integrations.

Integration specialist
The size and skills of the members of this optional group may vary from client to
client. Some special systems such as SAP, Oracle, and other niche products may
require technical experts. Depending on the project, the main task is to facilitate
integration with external systems and ensure the bidirectional movement of data.

The various roles of individuals in the project delivery team are not a permanent
fixture for each project. More roles may be required, and more than one person
may perform in a role. As mentioned previously, each project is different, and it is
difficult to generalize; however, we have attempted to cover scenarios that we
have encountered in our implementation experience.

20 Maximo Essentials V7.1 - Implementer’s Guide

3.2 Solution description and assumptions
This section discusses a high-level solution architecture and the standard
assumptions made when planning a project.

Figure 3-1 depicts the Maximo Asset Management Essentials solution

architecture.

Figure 3-1 Solution architecture

The Maximo user interface is based on a Web browser so the application can be
accessed remotely, depending on network connectivity and firewall
configurations.

The three layers shown in Figure 3-1 can be complicated, depending on client
requirements and network setup. 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.

Standard assumptions made when planning a project are the following:

򐂰 The software is procured prior to project initiation.

Chapter 3. Project planning 21

 򐂰 The three environments are development, testing, and production.
򐂰 The application server, database server, and reporting engine are kept in
separate physical servers.
򐂰 The client owns any configurations required in the enterprise systems to
facilitate integrations.
򐂰 Client involvement during the initial project stages is fairly high because much
of the functional and business process knowledge specific to the client has to
be transferred to the implementation team.
򐂰 Management has bought into this project.
򐂰 A dedicated single point of contact and project manager is appointed from the
client to manage interactions with users.
򐂰 Historic data migration can be performed by the implementation team, but
data cleansing and scrubbing must be owned by the client.

3.3 Task breakdown

As previously mentioned, the standard phases of a Maximo implementation
project are:
򐂰 Phase 1: Requirement gathering and analysis
򐂰 Phase 2: Solution design
򐂰 Phase 3: Deployment
򐂰 Phase 4: Testing and go-live
򐂰 Phase 5: Support

The key activities in each of the phases are described in the following sections.

Phase 1: Requirements gathering and analysis

This section describes the roles involved in and key activities that occur during
the requirement gathering and analysis phase.

Roles:
򐂰 Project manager
򐂰 Business analyst
򐂰 Solution architect

Key activities:
򐂰 Understand current business processes for managing:
– Maintenance
– Procurement

22 Maximo Essentials V7.1 - Implementer’s Guide

 – Inventory
– Assets
򐂰 Document plan areas with existing business processes.
򐂰 Demonstrate the basic product.
򐂰 Understand and document the end goal and vision of the client.
򐂰 Document “to-be” business processes for each of the functions previously
mentioned.
򐂰 Analyze the points of integration.
򐂰 Analyze the current data sources.
򐂰 Create a SRS (software requirements specification) document.

Phase 2: Solution design

This section describes the roles involved in and key activities that occur during
the solution design phase of the implementation project.

Roles:
򐂰 Project manager
򐂰 Business analyst
򐂰 Solution architect

Key activities:
򐂰 Identify module requirements
򐂰 Identify configuration requirements in terms of:
– Roles
– Security groups
– Escalations
– Communication templates
– Work Order templates
– Job plans
– SLAs
– Vendors and contracts
– Interface configuration
– GL codes
򐂰 Create a detailed implementation plan.
򐂰 Identify methodology for integration.
򐂰 Identify scripting or manual data import approach from identified data
sources.
򐂰 Create a solution architecture diagram.

Chapter 3. Project planning 23

 Phase 3: Deployment
This phase consists of the following roles and activities:

Roles:
򐂰 Project manager
򐂰 Solution architect
򐂰 Maximo developers

Optional roles:
򐂰 DBA
򐂰 Application server specialist (depending on environment)

Key activities:
򐂰 Software installation
– Install the various components if doing a manual installation.
– Run the launchpad for an automated installation.
– Test to verify the installation is successful.
Software installation is different for various deployment topologies - single
server, multiserver, clustered environment. It also depends on the
infrastructure selected.
򐂰 Software configuration
– Basic operation configuration, which includes but is not limited to the
creation of:
• Organization
• Locations
• GL codes
• Users, roles, and security groups
• Job plans and work orders
– Software configuration also includes the configuration of role-based Start
Centers.
– Configuration of the tool to map to business processes includes but is not
limited to the following:
• Add or delete (as the case may be) fields on the interface and in the
database
• Create communication templates
• Create escalation points and define SLAs in the system
• Create and test data import scripts
• Import data from its existing source to Maximo Asset Management

24 Maximo Essentials V7.1 - Implementer’s Guide

 • Build integration interfaces - either using custom code or the
Integration Framework
• Create and deploy reports

Phase 4: Testing and go-live

The roles taking part in and the key activities making up the test and go-live
phase are described in this section.

Roles:
򐂰 Project manager
򐂰 Solution architect
򐂰 Testers
򐂰 Maximo developers

Optional roles:
򐂰 DBA
򐂰 Application server specialist

The key activity is testing.

The first key task is migration from the development environment to the test
environment. Depending on the client’s environment and the complexity of the
implementation, a client may decide to use automated tools for testing or a
manual approach. All or some of the following types of testing must be carried
out:
򐂰 Functional testing
– Validations in new fields
– E-mails being sent on escalations
– Accuracy of data flowing between modules in the system
– Data accuracy in reports
򐂰 System integration testing
– Accuracy of data coming from external systems
– Accuracy of data going into external systems
– Scenario testing to ensure system availability
򐂰 Performance testing
– Page load time
– Peak load

Chapter 3. Project planning 25

 – Concurrent users
– Transaction processing time with database and external data sources
򐂰 Go-live
– Plan cut-over strategy.
– Migrate to production environment.
– Execute each of the tests listed in this section in the production
environment to ensure no performance glitch exists in the live
environment.
– Training must be provided to all or some of the users. The recommended
approach is “train-the-trainer.” Provide training to three types of users:
• Users: Provide functional training to the user community on how to use
various functional aspects of the software. This training can be done
with focus groups or generic groups of users, depending on how the
organization is structured.
• Groups of users: Role-based training is specific to certain groups. For
example, the training of the purchase administrator, supervisors, and
others must result in their ability to approve or disapprove certain tasks,
manage their queues, and so on.
• Administrators: After the implementation team is finished, an internal
person must be designated to manage the system. This individual is
responsible for system availability, the creation of new reports,
enhancements, adding users, assigning roles to security groups, and
so on.

Phase 5: Support
This section describes the roles involved in and the activities that take place
during the support phase of the implementation.

Roles
򐂰 Project manager
򐂰 Maximo developers

Optional roles:
򐂰 Business analyst
򐂰 Solution architect

26 Maximo Essentials V7.1 - Implementer’s Guide

Key activities:

Some organizations do not have a strong IT presence and opt for the
implementation team to provide continued system support. The basic tasks the
support team must perform are, but are not limited to, the following:
򐂰 Manage system availability
򐂰 Make enhancements to accommodate evolving business processes
򐂰 Create and deploy new reports
򐂰 Build new integrations
򐂰 Plan capacity for additional users and or organizations

This five-phase methodology is fairly generic but includes most of the basic
activities that must be considered and planned for in an implementation.

At this point, we address the client’s involvement in each stage. For each of the
previously mentioned phases, expectations of client involvement are listed in
Table 3-1.

Table 3-1 Expectations from the client

Phase Expectations from the client

Requirements gathering 򐂰 Assign a single point of contact from within

and analysis 򐂰 Explain the project vision and the
short-term and long-term objectives
򐂰 Facilitate meetings with individual process
owners
򐂰 Facilitate meetings with tool owners
򐂰 Procure required hardware and software
򐂰 Review documentation
Solution design 򐂰 Review solution architecture
򐂰 Review documentation and project plan
Deployment 򐂰 Provide hardware and software
򐂰 Provide administrative access to systems
wherever required
򐂰 Monitor project progress
򐂰 Participate in reviews

Chapter 3. Project planning 27

 Phase Expectations from the client

Testing and go-live 򐂰 Provide test and production environment

򐂰 Provide data for user acceptance testing
(UAT)
򐂰 Facilitate UAT
򐂰 Attend training
򐂰 Provide human and material resources
required for training
Support 򐂰 Define support scope of work boundaries
򐂰 Review support plan and service-level
agreements (SLAs)

28 Maximo Essentials V7.1 - Implementer’s Guide

 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 (not recommended for production environments).
The different components of the Maximo solution environment are as follows:
򐂰 Database: The Maximo database serves as the repository for all CI information.
򐂰 Application server: Maximo Asset Management Essentials is built using
Java 2 Enterprise Edition (J2EE) technology, which requires a commercial
application server, such as IBM WebSphere Application Server. The
application server consists of Maximo Asset Management Essentials
applications using JavaServer™ Pages (JSP™), XML, and Maximo Asset
Management Essentials application-specific business components.
򐂰 HTTP server: A separate, dedicated HTTP server can be configured to work
with the J2EE application server.
򐂰 Directory server: A directory server can be configured to work with Maximo
Asset Management Essentials to maintain lists of users and groups for
security purposes.
򐂰 Administrative system: The administrative system is used to deploy Maximo
Asset Management Essentials. After the initial deployment, the administrative
system is used to make updates or changes to the deployment. Changes to
the Maximo Asset Management Essentials deployment typically require that
Maximo Asset Management Essentials Enterprise Archive (EAR) files be
rebuilt, which can only be done from the administrative system.
The administrative system can be implemented only on a Windows® system.

© Copyright IBM Corp. 2008. All rights reserved. 29

4.1 Hardware and software requirements
Maximo Asset Management Essentials hardware and software requirements are
listed in the sections that follow. Each product version listed reflects the minimum
requirement for use with Maximo Asset Management Essentials. Essentials
components are designed to run within 32-bit environments only, with the
exception of AIX® V5.3, which is a 64-bit environment.

Software supported by Maximo Asset Management Essentials can be run on any

hardware platform supported by the database software listed in the “Software”
column (in Table 4-1), provided the system is hosting one of the supported
operating systems listed in the “Operating system” column. If available, the
Maximo Asset Management Essentials administrative workstation and systems
hosting Maximo Asset Management Essentials middleware can support an IPv6
network configuration.

Browser
Maximo Asset Management Essentials supports Microsoft® Internet Explorer®
Version 6 and later

Database
Required database software is listed in Table 4-1.

Table 4-1 Required database software

Software Operating system

򐂰 DB2 UDB V9.1.3 or V8.2.8 Refer to vendor specifications

򐂰 Oracle V9.2.0.8, Oracle V10.2.0.3, or
Oracle V10.1.0.5, Standard or
Enterprise version
򐂰 Microsoft SQL Server® 2005 SP2,
Standard or Enterprise version

30 Maximo Essentials V7.1 - Implementer’s Guide

Directory server
The products listed in Table 4-2 can serve as the directory server component of a
Maximo Asset Management Essentials deployment.

Table 4-2 Directory server requirements

Software Operating system

򐂰 IBM Tivoli Directory Server V6.1 FP1 򐂰 Windows Server 2003 SP2 (Standard,
򐂰 Microsoft Windows Server® 2003 Enterprise, or DataCenter - 32-bit,
SP2 Active Directory® 64-bit)
Microsoft Active Directory Application 򐂰 Windows Vista® (Business,
Mode (ADAM) not supported Enterprise, Ultimate - 32-bit, 64-bit)
򐂰 Windows XP Professional SP2 (32-bit,
64-bit)
򐂰 Red Hat Enterprise Linux V4
(Enterprise or Advanced; update 4, 5,
or later; Intel® 32-bit)
򐂰 IBM AIX 5L™ V5.3 ML level 5300-06
򐂰 SuSE Linux (SLES) V9.0 Enterprise
Server System z™ SP4 or later
(manual installation only)

Chapter 4. Solution environment 31

 J2EE application server
You install WebSphere Application Server on the J2EE application server. In
addition, Maximo Asset Management Essentials runs on the J2EE application
server (see Table 4-3).

Table 4-3 J2EE application server requirements

Hardware Software

򐂰 2-4 dedicated Intel-based Pentium® 򐂰 Windows Server 2003 (Standard,

processors Enterprise, or DataCenter - 32-bit,
򐂰 2 GB RAM per processor 64-bit)
򐂰 1.5 GB or greater of disk space for 򐂰 IBM AIX V5.3 or V6.1
Maximo and Java and Web server 򐂰 Red Hat Enterprise Linux 4 and 5 (x86
components and x64 processor-based systems)
򐂰 SuSE Linux (SLES) V9.0 Enterprise
Server System z SP4 or later (manual
install only)
򐂰 HP-UX 11i v2 (PA-RISC
processor-based systems)
򐂰 Sun™ Solaris™ Version 9 or 10
(SPARC processor-based systems)
򐂰 IBM WebSphere Network Deployment
V6.1.0.11 (provided by IBM
Corporation)
򐂰 BEA Weblogic V9.2.2 (provided by
client)

Administrative system
Administrative system requirements are provided in Table 4-4.

Table 4-4 Administrative system requirements

Hardware Software

򐂰 Intel-based Pentium processor 򐂰 Windows Vista (Business, Enterprise,

򐂰 1 GB RAM Ultimate - 32-bit, 64-bit)
򐂰 SVGA 1024 x 768 resolution; if used 򐂰 Windows XP Professional SP2 (32-bit,
for Application Designer, 1280 x 1024 64-bit)
resolution 򐂰 Adobe® Acrobat® Reader V6.0

32 Maximo Essentials V7.1 - Implementer’s Guide

 Client system
Software and hardware requirements for the client system are listed in Table 4-5.

Table 4-5 Client system requirements

Hardware Software

򐂰 Intel-based Pentium processor 򐂰 Windows Vista (Business, Enterprise,

򐂰 1 GB RAM Ultimate - 32-bit, 64-bit)
򐂰 SVGA 1024 x 768 resolution 򐂰 Windows XP Professional SP2 (32-bit,
64-bit)
򐂰 Adobe Acrobat Reader V6.0 and later

4.2 Typical deployment environments

Maximo Asset Management Essentials solution can be deployed primarily in two
different topologies within an organization.

4.2.1 Single-server
The single-server topology consists of loading all Maximo Asset Management
Essentials components onto one machine. This is typically done for
proof-of-concept purposes, as a demonstration, or in a learning environment. For
managing enterprise assets and processes, you typically implement a
multiserver topology.

Chapter 4. Solution environment 33

 Figure 4-1 depicts the application server MXServer running Maximo Asset
Management Essentials on a single physical machine.

Figure 4-1 Single-server deployment

4.2.2 Multiserver
The multiserver topology consists of splitting Maximo Asset Management
Essentials components across several different machines. This is beneficial
because it optimizes resource use and decreases each system’s workload. This
type of deployment is typical for production use.

Maximo Asset Management Essentials should be deployed on multiple machines

to provide load balancing, availability, reuse, and redundancy. The multiserver
topology is the recommended deployment topology for a production environment.

When contemplating your deployment strategy, you must determine whether it

will include systems already established in your network. Implementing Maximo
Asset Management Essentials by installing all new components using the
Maximo middleware and Maximo Asset Management Essentials installation
programs simplifies the deployment. If you plan to reuse or migrate resources
that already exist in your network, make adjustments to your rollout plan to allow
time for steps such as bringing the existing resources to version levels that are
compatible with Maximo Asset Management Essentials.

34 Maximo Essentials V7.1 - Implementer’s Guide

 In a disparate environment, the collection of machines in this deployment can be
a mixture of Microsoft Windows and UNIX machines. Only the administrative
system must be hosted on a Microsoft Windows system.

Figure 4-2 displays a multiserver deployment environment.

Figure 4-2 Multiserver deployment

A typical deployment life cycle might begin with a single-server topology that
moves through the phases of demonstration, functional proof-of-concept, and
testing integration within the existing environment. Then the life cycle gradually
moves toward a pilot multiserver environment before finally implementing a
production deployment within the enterprise.

4.3 Sizing considerations

Sizing hardware for an application is a critical task. One objective is to achieve
optimal performance; another is to support the growth of the enterprise in terms
of number of users. Capacity planning and availability management are two
important functions that must be considered while sizing hardware for an
application. You must consider the following factors to achieve proper hardware
sizing.
򐂰 Cron task
Cron tasks are behind-the-scene jobs set to run automatically and on a fixed
schedule. These tasks might process a number of records depending on the

Chapter 4. Solution environment 35

 nature of the job. As the complexity and number of these jobs increases, they
consume a lot of resources and therefore become an important point for
sizing considerations.
򐂰 Integrations
Multiple integration points are possible in an implementation such as
PeopleSoft® Human Resources Management Solution (HRMS), invoicing,
and finance, and these points can be both inbound as well as outbound.Only
the generic integration adapters are available with Maximo Asset
Management Essentials.
򐂰 Modules
Not all implementations include each and every module in Maximo Asset
Management Essentials. Module usage depends on the business process of
the organization and whether any existing maintenance management
solutions are in place.
򐂰 Level of customization
The customization of different applications may vary from minor field
re-labeling to cloning an entire application. Before the project begins, the
implementation team should calculate the deviation of a standard Maximo
application from the requirements in place to decide on the necessary
hardware to support the level of customization.
򐂰 Reports
Reporting is an important component of any Maximo Asset Management
Essentials implementation. Management takes all the business decisions
based on the data that is produced in the form of reports - data that is
extracted using highly complex methods and scripts from the database. The
number of such reports makes a huge impact on the performance of the
system.
򐂰 Language
An increase in complexity depends on the different languages that must be
supported by the system. System administrators must ensure that data is
stored in the supported languages, and that when text is displayed on the
user interface, it is in the language of the logged on user. Maximo Asset
Management Essentials supports only a base language plus one other.
򐂰 Add-ons
All the add-ons that the implementation might require must be identified and
listed to ensure that hardware sizing takes add-ons into account.
򐂰 Linked documents
If the organization decides to configure linked documents and use this feature
as a practice, the servers must have necessary storage space. In addition,

36 Maximo Essentials V7.1 - Implementer’s Guide

 the system administrator must ensure that attaching documents does not
create storage and retrieval performance issues.

4.4 Maximo Asset Management Essentials supported

platforms
Table 4-6 lists the platforms supported by IBM Maximo Asset Management
Essentials.

Table 4-6 Supported platforms

Maximo V6.1 Maximo V6.2.1 Maximo V7.1

Operating systems

AIX V5.2 (32 bit) x x

AIX V5.3 (32 bit) x x x

AIX V5.3 (64 bit) x x x

Solaris 9 (Sparc) x x x

Solaris 10 (Sparc) x x x

HP-UX 11i v1 (PA-RISC) x

HP-UX 11i v2 (PA-RISC) x

Microsoft Windows Server 2000 x x

Windows Server 2003 Enterprise Edition x x

Windows Server 2003 Enterprise x64 Edition x x

Red Hat Enterprise Linux 3 (x86, 32 bit) x x

Red Hat Enterprise Linux 4 (x86, 32 bit) x

Red Hat Enterprise Linux 4 (zLinux) x

Red Hat Enterprise Linux 5 (x86, 32 bit) x

Application server

IBM WebSphere Application Server V6.0 x x

IBM WebSphere Application Server V6.1 x

BEA WebLogic V8.1 x x

Chapter 4. Solution environment 37

 Maximo V6.1 Maximo V6.2.1 Maximo V7.1

BEA WebLogic V9.2 x

Database

IBM DB2 UDB V8.2 for Linux, UNIX, and Windows x x

IBM DB2 UDB V9.2 for Linux, UNIX, and Windows x

Oracle 9i V2 x x x

Oracle 10 Rel1 x x x

Oracle 10 Rel2 x x x

Microsoft SQL Server 2000 x x

Microsoft SQL Server 2005 (32 bit) x x x

Microsoft SQL Server 2005 (64 bit) x x

Browsers and client operating systems

Internet Explorer V6.0.x x x

Internet Explorer V7.0.x x x

Windows Vista x

Windows XP Pro (client) x x x

Report writers

Actuate iServer 8 x x

Actuate iServer 9 (for existing users only) x

BIRT V2.1.2 x

38 Maximo Essentials V7.1 - Implementer’s Guide

 5

Chapter 5. Installation
In this chapter we discuss installation of the prerequisite middleware, the Maximo
Asset Management Essentials base set of services (sometimes referred to as
the Tivoli’s process automation engine), and the Maximo Asset Management
Essentials-specific process solution package.

Our examples are based on the following software components:

򐂰 Microsoft Windows 2003 Server
򐂰 WebSphere Application Server V6.1
򐂰 DB2 database platform
򐂰 Maximo Asset Manager Essentials V7.1 application

Although our examples primarily reflect a single-server environment, we realize

most production environments are comprised of multiple servers. The process is
much the same for both environments, but we take note of those areas where a
variation in the process might exist.

For more information, refer to the following installation guides:

򐂰 Installation Guide: IBM WebSphere Application Server (mamEssentials71_
install_was.pdf)
򐂰 Installation Guide: BEA WebLogic Server (mam Essentials71_install_bea.pdf)
You can access these guides at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?top
ic=/com.ibm.mam.doc_7.1/mam_welcome.htm

© Copyright IBM Corp. 2008. All rights reserved. 39

5.1 Preinstallation checklist
Before we start, we need to assess our preinstallation checklist. Carefully
consider the checklist items in the following sections.

5.1.1 Hardware and software considerations

Make sure that the system configuration adheres to the required IBM
specifications and to those listed in Chapter 4, “Solution environment” on
page 29.

5.1.2 Verifying the DVD content

The DVDs listed in this section contain files for the Maximo Asset Management
Essentials product.
򐂰 Maximo Asset Management Essentials V7.1 contains the following:
– Launchpad
– Maximo Asset Management Essentials middleware installer
– Maximo Asset Management Essentials installer, IBM Agent Controller
installer
– Maximo Asset Management Essentials Language Pack installation
program for Microsoft Windows 2003.
򐂰 Middleware for Windows 2003
Contains prerequisite middleware software for Windows 2003.
򐂰 Middleware for Red Hat Enterprise Linux V4 and V5
Contains prerequisite middleware software for Red Hat Enterprise Linux
version 4.
򐂰 Middleware for AIX V5.3 and V6.1
Contains prerequisite middleware software for AIX version 5.3.
򐂰 Maximo Asset Management Essentials Quick Start DVD
Contains copies of the Quick Start Guide in all languages and a copy of the
information center. You can also access the Quick Start Guide at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?top
ic=/com.ibm.mam.doc_7.1/mam_welcome.htm

40 Maximo Essentials V7.1 - Implementer’s Guide

5.1.3 Backup and snapshot management
You should back up your system before installing any Maximo Asset
Management Essentials component on your system. Notably no automated
uninstall feature is supplied with Maximo Asset Management Essentials. 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 and JRE

We recommended you install IBM Java V5.1 on your system. When
implementing BEA WebLogic, you are required to have the update SUN JDK™
V1.5.0 installed.

5.1.5 Internet browser

Maximo Asset Manager Essentials V7.1 currently supports Mozilla Firefox
Internet browser on Linux and Internet Explorer on Microsoft Windows.

5.1.6 Disabling the firewall

This section describes how to disable the firewall if one is present on the system.
You must disable the firewall for the system on which you are installing Maximo
Asset Management Essentials middleware. You must disable the firewall prior to
using the middleware installer.

The firewall must be disabled on the following platforms.

– Microsoft Windows
– Linux

5.1.7 Deleting the TEMP and TMP user environment variables

The existence of the TEMP and TMP user variables can cause errors during the
installation of DB2 on a Microsoft Windows system. Prior to using the middleware
installer to install DB2, you must remove these variables for the user ID that
performs the installation. It is important to note that TEMP and TMP are user

Chapter 5. Installation 41
 environment variables, not system variables. To remove the TEMP and TMP user
variables on a Windows system, complete the following steps:
1. Access the System Properties dialog by right-clicking the My Computer icon
on your desktop and selecting Properties.
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 required installation of rpm-build package

This procedure describes how to verify that the rpm-build package is installed on
Linux. This package must be installed before you run the middleware installer.
This applies only if you are installing on Linux. To verify that the rpm-build
package is installed, perform the following steps:
1. Run the following:
rpm -qa | grep build
The rpm-build package is installed if the command returns a value such as
the following:
rpm-build-4.3.3.-18_nonptl
2. If nothing is returned, you must install the rpm-build package, which is located
on disk 3 (of 5) of the Red Hat Enterprise Advanced Server version 4
installation CDs, using the rpm tool with the -i option.

5.1.9 Setting the ulimit

This section describes how to set the ulimit in Linux, which is used to define user
system and process resource limits. For Linux systems, you must set the ulimit
for the system prior to using the middleware installer. To set the ulimit, complete
the following steps:
1. From the command line, type the following:
ulimit -f unlimited
2. Again from the command line, type the following:
ulimit -n 8192

42 Maximo Essentials V7.1 - Implementer’s Guide

 If you set the ulimit in the .profile for root, the ulimit setting applies to all
processes.

5.1.10 Setting the swap size

Maximo Asset Management Essentials can be a resource-intensive application.
We recommend you configure and tune your system for maximum performance.

This section describes how to set the size of the swap space used in Linux
systems. Typically, the swap size set for Linux systems should be equivalent to
twice the amount of physical RAM in the machine. Additional swap space can be
made available to the system by doing the following:
򐂰 Increasing the size of the existing swap partition
򐂰 Creating a new, additional swap partition
򐂰 Creating a swap file

Refer to the product documentation for your Linux distribution for more
information.

5.1.11 Setting shared memory

This section describes how you can 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 middleware installer. To set the minimum shared
memory value, complete the following steps:
1. From a command line, type the following:
sysctl -w kernel.shmmax
Determine if the value is less than 268435456 bytes (256 MB).
2. If you need to increase the value, type the following from a command line:
sysctl -w kernel.shmmax=268435456
3. Update the value in /etc/sysctl.conf.

Chapter 5. Installation 43
5.1.12 Enabling remote configuration
If you plan to take advantage of the Maximo Asset Management Essentials
installation program feature that automates the configuration of Maximo
middleware, you must enable a Remote Execution and Access (RXA) service for
each system on which you intend to install Maximo Asset Management
Essentials middleware. RXA requires that the target system enable at least one
of the protocols supported by RXA, which include rsh, rexec, SSH, and Microsoft
Windows Server Message Block (SMB). Before you start the Maximo installation
program, ensure that one of these protocols is running and will accept remote
logons using a user name and password configured on the target machine.

If the remote system is a Microsoft Windows machine, you must configure RXA
to work over SMB. For Microsoft Windows machines, you cannot use Cygwin
ssh. If Cygwin is present on the Windows machine, the installation will fail.
Default installations of AIX systems might not include a suitable protocol and
must have RXA-compatible protocols enabled. RXA does not support accessing
network drives on the local or remote system.

5.2 Installation flowchart

The flowchart shown in Figure 5-1 on page 46 defines the installation flow
required to successfully install Asset Management Essentials. A launchpad utility
leads you through the installation of various components of the product. In
general, the installation has three phases:
1. Install the required middleware:
Through the launchpad, you can install an appropriate configuration of
WebSphere Application Server, DB2, and Tivoli Directory Server. You can
change the default parameters, but if you accept the default options, the
installation of these middleware components through the launchpad is simple
and straightforward.
2. Install the base services.
A set of common base services (Tivoli’s process automation engine) provide
the general functions for all Maximo-based applications. These base services
comprise a set of modules that reside on an application server:
– BEA WebLogic Server
– IBM WebSphere Application Server

44 Maximo Essentials V7.1 - Implementer’s Guide

 The base services utilize one of the following database platforms:
– DB2
– Oracle
– Microsoft SQL Server 2005

Note: If you used the launchpad to install the middleware, the launchpad
“remembers” the configuration you installed. The launchpad utilizes the
configuration to simplify the installation of the base services. If you installed
the middleware separately or used other products (namely Oracle, SQL
Server, or BEA WebLogic), you can still use the launchpad, but you have to
specify the appropriate parameters for the middleware environment you have
installed.

3. In the third phase of the installation, you enable or add the Maximo Asset
Management Essentials-specific package solutions to the base services
installed in step 2 on page 44. Again, the launchpad guides you through this
process, helping ensure that all appropriate parameters are specified for your
target environment.

Figure 5-1 on page 46 shows how the Maximo Asset Management Essentials
installation relates to the installation of Maximo base services (Tivoli's process
automation engine), which are the common facilities used by this and other
Maximo applications. The Process Solution Package enables the
application-specific (in this case, Maximo Asset Management Essentials)
functions on top of the base services.

Chapter 5. Installation 45
 Prepare the Topology

Topology Plan

Pre-Installation Checklist

Middleware Installation
• Database Server
• J2EE Server

Tivoli Process Automation

Platform Installation
• Maximo Application
*Launchpad
Manual
/GUI
Process Solution Package
Installation
•Maximo Essentials License
enabler

Maximo Essentials
Language pack installation

Post installation tasks

Note: Based on defined topology, all components can be installed on

same or different machines

* Launchpad not available on AIX

Legend

Automatic

Manual

Figure 5-1 Installation flowchart

46 Maximo Essentials V7.1 - Implementer’s Guide

5.3 Middleware installation
The first step in the installation of Maximo Asset Management Essentials is to
ensure all the necessary middleware is installed and properly configured. The
following sections describe how to do so.

5.3.1 Middleware installation overview

Before you can install IBM Maximo Asset Management Essentials, several
middleware products must be deployed. Specifically, you must install and deploy
the software described in the sections that follow.

Database server
Maximo Asset Management Essentials uses the Maximo database to store
details about the attributes and history of each configuration item and the details
about the relationships between configuration items.

You can manually install a new instance of DB2 UDB V9.1, or you can use a
preexisting instance of DB2 UDB V8.2 or DB2 UDB V9.1. Another alternative is
to install and configure Oracle 10 or Microsoft SQL Server 2005 for your Maximo
Asset Management Essentials deployment.

Directory server
The directory server is used to secure the Maximo Asset Management
Essentials J2EE application. You can choose to configure a preexisting Microsoft
Active Directory server.

Note: This installation step is applicable only if you are enabling J2EE
security.

J2EE server
The J2EE server is the application server used to serve and manage the Maximo
Asset Management Essentials application.You must have an instance of BEA
WebLogic Server or IBM WebSphere Application Server installed in your
environment.

Chapter 5. Installation 47
 The Maximo Asset Management Essentials product includes a middleware
Installer that provides a standard installation of the middleware previously listed.
With minimal effort, it installs the following versions of middleware:
򐂰 DB2
– DB2-ESE_9.1.0
– DB2-ESE_9.1.0_FP4
򐂰 IBM Agent Controller
– Rational®-AgentController_7.0.3.1
򐂰 Tivoli Directory Server
– TIV-DirectoryServer_6.1.0
– TIV-DirectoryServer_6.1.0_FP0001
򐂰 WebSphere Application Server V6.1
– 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 can be used on different systems to install individual

components, thus simplifying the installation in a multiserver environment. The
next section “Middleware installer” describes the use of the middleware installer
on a single system.

You do not have to use the middleware installer. You can install the middleware
through normal installation methods. You have to do so if you plan on using other
vendors’ products or different versions than those in the preceding list. We do not
discuss manual installation of the middleware in this book.

Note: You can refer to the Maximo Asset Management Essentials installation
guide for details of using the middleware installer.

For more details on other platforms refer to the following installation guides:
򐂰 Installation Guide: IBM WebSphere Application Server
(mam71_install_was.pdf)
򐂰 Installation Guide: BEA WebLogic Server (mam71_install_bea.pdf)
You can access these guides at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?
topic=/com.ibm.mam.doc_7.1/mam_welcome.htm

48 Maximo Essentials V7.1 - Implementer’s Guide

The section that follows summarizes the steps you perform to install the
middleware.

Middleware installer
To install the prerequisite middleware products for Maximo Asset Management,
follow these steps:
1. Log on as a user with administrative authority.
2. Launch the middleware installer from the launchpad (included on the
distribution media).
On Microsoft Windows, navigate to the root directory of the product disc or the
downloaded installation image, and run the following command:
launchpad.exe
On Linux and other platforms, the program is named similarly.
On Linux navigate to the root directory of the downloaded installation image
and run following commands:
chmod -R +755 *
./launchpad.sh

Important: The launchpad can be run on either Microsoft Windows or Linux.

However, only the options to install the middleware function on both platforms.
The options to install the Maximo components work only from the launchpad
when running on Windows.

Basically, the deployment of the Maximo components requires the dynamic

building of EAR and other support files. These processes currently work only
on a Microsoft Windows platform. If they are to be installed on a Linux target,
the launchpad (running on Windows) communicates to the target system and
directs the installation of EAR and other files through a remote connection.

After completing the previously listed steps, a series of windows is displayed -

for example, a language-selection window, welcome window, and license
agreement window.
Be aware that the installation images for the middleware must be available
and may be located on another DVD within your product media. During this
installation process, you are prompted for the location of the middleware
images.You also are prompted for information such as the workspace to be
used by the middleware installer.

Chapter 5. Installation 49
 3. From the Deployment Choices panel, as shown in Figure 5-2, select the
features to deploy on this machine and then click Next. Your choices include
the following:
– Database server: The Maximo Asset Management Essentials database
is used to store information about assets.
– J2EE server: The J2EE server is used to host and manage the Maximo
Asset Management Essentials application. If you choose to install only the
J2EE server portion of the middleware, you are prompted to supply the
directory server you plan to use to secure it. Your choices are to secure
with an existing instance of IBM Tivoli Directory Server or an existing
instance of Microsoft Active Directory.
– Directory server: Data maintained by the directory server is used to
secure Maximo Asset Management Essentials.

Figure 5-2 Middleware features selection

Note: For a multiple server environment, you can launch this installer
on separate systems and choose to install individual middleware
components on the individual systems.

50 Maximo Essentials V7.1 - Implementer’s Guide

 4. If you are not using IBM Tivoli Directory Server not implementing directory
services, deselect the Directory Server check box.
5. From the Deployment Plan Summary window (see Figure 5-3), click Next to
configure the displayed parameters. The deployment plan is generated, and
you are provided details about the plan.

Figure 5-3 Deployment plan with directory services listed

6. From the Credentials panel, enter the user name and password you intend to
use to deploy the plan, 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 middleware installer. This
provides a common password for all middleware components installed
through this process.

Chapter 5. Installation 51
 Figure 5-4 shows the password selection process.

Figure 5-4 Middleware password selection

At this point, you are presented with a series of filled-in panels with default
values for each of the middleware components you are installing. For simple
environments, you can accept the defaults and move through these panels
quickly. If you have special requirements, such as nonstandard port numbers
or user IDs, you can make the appropriate changes. Table 5-1 includes a
summary of the parameters.

Table 5-1 Summary of middleware component parameters

Parameter Default value (if any)

Install location C:\Program Files\IBM\SQQLIB

DB2 Administration Server username db2admin

DB2 Administration Server password

Fenced user (Linux only)

Maximo Asset Management Essentials ctginst1

database instance name

Database port 50005

Database instance username

52 Maximo Essentials V7.1 - Implementer’s Guide

Parameter Default value (if any)

Instance username password

DB2 administrators group DB2ADMNS

DB2 users group (Windows only) DB2USERS

Location to install IBM Tivoli Directory C:\Program Files\IBM\LDAP\V6.1 Default

Server. 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.

Directory server port Default for all platforms is 389.

Directory server secure port Default for all platforms is 636.

Administration port Default for all platforms is 3538.

Administration secure port Default for all platforms is 3539.

TDS Database name Default for all platforms is security.

Instance name Default for all platforms is idsccmdb.

Port Default for all platforms is 50006.

Instance user password

LDAP Host Name

Directory server port Default is 389.

LDAP base entity Default is ou=SWG,o=IBM,c=US

User suffix Default is

ou=users,ou=SWG,o=IBM,c=US

Group suffix Default is

ou=groups,ou=SWG,o=IBM,c=US

Organization Default is ou=SWG,o=IBM,c=US

WebSphere Application Server Bind Default is cn=root

distinguished name

Bind password

Chapter 5. Installation 53
 Parameter Default value (if any)

Install location Windows: Default is C:\Program

Files\IBM\WebSphere\AppServer
Linux: Default is
/opt/IBM/WebSphere/AppServer

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.

Application server node name Default for all platforms is ctgNode01.

Update Installer install location Windows: Default is C:\Program

Files\IBM\WebSphere\UpdateInstaller.
Linux: Default is
/opt/IBM/WebSphere/UpdateInstaller.

HTTP Server Windows: Default is C:\Program

Files\IBM\HTTPServer.
Linux: Default is /opt/IBM/HTTPServer.

HTTP port Default for all platforms is 80.

Admin Server port Default for all platforms is 8008.

HTP server Profile name Default for all platforms is ctgAppSvr01.

Value cannot be changed.

IBM Agent Controller Install location Windows: Default is C:\Program

Files\IBM\AgentController.
Linux: Default is /opt/IBM/AgentController.

7. Specify the location of the Maximo Asset Management Essentials middleware

images, and then click Next.
– Copy the middleware installation images from the source media to a
specified directory. Select this option to copy the Maximo Asset
Management Essentials middleware images from the product media to a
directory that you specify.
– Specify a directory containing all the required middleware install images
(see Figure 5-5 on page 55). Select this option if you intend to specify a

54 Maximo Essentials V7.1 - Implementer’s Guide

 file system directory that already contains all of the Maximo Asset
Management Essentials middleware installation images.

Figure 5-5 Middleware installer image

8. For Linux only, the middleware installer creates a number of temporary files
and extracts the middleware images to a temporary directory. Specify a
directory or accept the default /tmp.

Tip: Make sure /tmp or another specified location has sufficient disk space.

Chapter 5. Installation 55
 9. From the Deployment Plan Operation panel, select Deploy the plan, and
then click Next. You can also elect to make changes to the deployment plan
or parameters you have previously configured from this panel (see
Figure 5-6).

Figure 5-6 Manage Middleware Deployment Plan

56 Maximo Essentials V7.1 - Implementer’s Guide

 10.From the Deployment Plan and Parameter Configuration summary panel (see
Figure 5-7), review the contents of the summary, and then click Deploy to
initiate the installation and configuration of the middleware you selected.

Figure 5-7 Middleware deployment plan

Chapter 5. Installation 57
 11.After the deployment completes successfully, click Finish to exit (see
Figure 5-8).

Figure 5-8 Middleware installation completed

5.3.2 Middleware installer logs

Middleware installer log files are located in the workspace directory that was
defined in the middleware installer. The different types of log files are described
in the sections that follow.

User interface logs

The logs generated by the middleware installer user interface are located in the
workspace directory. The mwi.log file is a high-level log file that was generated by
the most recent invocation of the middleware installer. If an error occurs, examine
this log file first. An entry in this log file may direct you to a lower-level log file. Log
files named mwi.logX, where X is a number, are copies of the mwi.log file from
earlier invocations of the middleware installer So, for example, mwi.log0 is
produced after the first invocation of middleware installer, mwi.log1 is produced
after the second invocation of middleware installer, and so on.

58 Maximo Essentials V7.1 - Implementer’s Guide

Logs for steps run by the user interface
In addition to collecting input from the user, the user interface of the middleware
installer also performs several system checks. Examples of system checks run
by the user interface include the following:
򐂰 Dependency checking to ensure the operating system meets deployment
requirements
򐂰 Inventorying the software on the system to locate existing instances of
middleware products deployed by the middleware installer
򐂰 Checking the available disk space to ensure it is sufficient for the deployment

Each of these checks is produced in the form of a step so that it can also be run
as part of the deployment plan. When the user interface runs a step, it copies the
step into a subdirectory of the workspace directory. The log files generated by a
step are located in the same subdirectory and follow the same pattern as a step
run as part of the deployment plan.

Deployment plan logs

The deployment plan is located in the directory <workspace directory>/<host
name>/deploymentPlan, where host name is the host name of the current
system. Each time the deployment plan is used to install or uninstall middleware
products, a process ID is assigned and log files are generated.

The log files for the deployment plan are located in the subdirectory
logs/processID. The primary log file for the deployment plan is
DeploymentPlan.log, a high-level log file that lists the steps invoked as part of the
deployment plan.

Machine plan logs

The machine plan is located in the directory <workspace directory>/<host
name>/deploymentPlan/MachinePlan_<host name>. The log files for the
machine plan are located in the logs subdirectory. The primary log files for the
machine plan are named MachinePlan_<host name>_processID. These log files
contain the output generated by ANT when running the machine plan ANT script.

Deployment plan logs

Each step in the deployment plan is located in a directory named <workspace
directory>/<host name>/deploymentPlan/MachinePlan_host name/
stepNum_stepID where stepNum is the sequence number of this step in the
installation processing order of the deployment plan and stepID identifies the
step. The log files for the step are located in the logs subdirectory.

Chapter 5. Installation 59
 Some steps may provide a message log file named stepID_processID.message,
which contains a few entries that summarize the result of invoking the step. All
steps provide a trace log file named stepID_processID.log, which contains many
entries, usually including information about the input parameters and the
sub-steps invoked.

Logs for sub-steps

Each step contains one or more sub-steps. The sub-steps perform the actual
installation and uninstallation, and then the sub-steps check work for the
middleware installer.

Each sub-step is located in the directory <workspace directory>/<host

name>/deploymentPlan/MachinePlan_hostname/stepNum_stepID/operation/sub
stepNum_substepID, where operation is the ANT target in the step ANT script
that invokes this sub-step. substepNum is the sequence number of this sub-step
in the processing order of the step, and substepID identifies the sub-step. Typical
values for operation are install, uninstall, and check.

The log files for the sub-step are usually located in the processID/logs
subdirectory. Log files generated by the native middleware installation programs
are also kept here.

5.4 Installing Maximo core components

This section describes the process of installing the core Maximo function through
the launchpad. The core Maximo function was formerly known as Maximo Base
Services and now is called Tivoli’s process automation engine .

5.4.1 Maximo Asset Management Essentials installation overview

This procedure explains how to use the Maximo Asset Management Essentials
installation program to install Maximo. In addition to configuring new instances of
Maximo middleware products installed by the middleware installer, the Maximo
Asset Management Essentials installation program can configure existing
instances of prerequisite products, including those from other vendors, that you
wish to use with Maximo.

The instructions provided here are for either a single or multiple machine
installation using default values. The instructions assume that you choose to
have the Maximo Asset Management Essentials installation program
automatically configure middleware across multiple machines to work with
Maximo.

60 Maximo Essentials V7.1 - Implementer’s Guide

 If you do not allow the Maximo Asset Management Essentials installation
program to automatically configure middleware, it still perform programmatic
checks to verify that the documented manual steps were performed properly.

If any errors are encountered, a dialog box detailing the error is displayed. You
are not permitted to continue in the Maximo Asset Management Essentials
installation task until you resolve the errors. The Maximo Asset Management
Essentials installation program can be run only from a Microsoft Windows-based
system.

5.4.2 Maximo Asset Management Essentials installation

Avoid using localhost for host name values in the installation program. Specify
the actual fully qualified host name of the system for all host name values. To
install Maximo Asset Management Essentials base services, follow these steps:
1. Log on as a user with administrative authority. Launch the middleware
installer from the launchpad. In the launchpad navigation pane, click Install
the Product → Maximo Asset Management Essentials.
2. You are presented with a series of windows prompting you for parameters
related to your middleware environment. If you used the middleware installer,
most of these parameters are pre-filled. If you manually installed the
middleware, you must provide the appropriate values for each of the
middleware components.
A special installation application (Install Anywhere) is installed and initiated for
installing the rest of the components. Install Anywhere is based on IBM
Autonomic installation technology, which helps drive complex, multistep
installations.
3. You are prompted for information related to your middleware environment. If
you used the middleware installer, you are prompted to use the configuration
information that was saved by the middleware installer to automatically pre-fill
many of these parameters.
From the Import Middleware Configuration Information panel, specify that you
want to use the field values you input into the middleware installer as default
values for those same fields in the Maximo Asset Management Essentials
installation program. The middleware default information is not used if you
select the Simple deployment path. The field values are as follows:
– Host name: Enter the host name of the system where the middleware
installer was run.
– User ID: Enter the user ID that was used to run the middleware installer.
– Password: Enter the password of the user ID that was used to run the
middleware installer.

Chapter 5. Installation 61
 – Workspace Location: Enter the location of the topology file that contains
the values entered for the middleware installer. This file is found in the
workspace that was defined during the Maximo middleware installation
task - for example, C:\ibm\tivoli\mwi\workspace. Click Next.
4. 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 used only
for demonstration, proof-of-concept, or training purposes.
Select Custom if you wish to deploy Maximo Asset Management Essentials
components across several systems. This deployment option is typically used
in a production environment. In our example, we chose Custom to enable us
to specify a different host name for the database server, as though we were
installing in a multiserver environment (see Table 5-2).

Table 5-2 .Maximo installation components

Parameter By default, this value is . . . Description

Choose installation folder C:\IBM\SMP Installation location.

Maximo database type DB2 Select the database vendor or product.

Each database has its own unique set of
configurable parameters and values.

DB2 host name Enter the host name of the machine

hosting DB2.The host name must be fully
qualified.

Port The default is 50005.

Database name The default database name is The database is created if it does not
maxdb71. already exist.

Instance Enter the name of the database instance to

be used with Maximo. After you have
entered configuration information for the
database that was selected, the Maximo
Asset Management Essentials installation
program connects to the database server to
validate the information you entered.

Database user ID

Database password

62 Maximo Essentials V7.1 - Implementer’s Guide

From the Automate Database Configuration panel, select Automate database
configuration if you want the database automatically created, and then click
Next (see Figure 5-9).

Figure 5-9 Automate Database Configuration

If you choose not to automate database creation, this step assumes you have
already created a database instance, a database, tablespaces, a user, and
schema for use with Maximo Asset Management Essentials. If you have not
manually configured the database prior to selecting Do not automate
database configuration from within the Maximo Asset Management
Essentials installation program, the installation checks to determine whether
you have completed these pre-install tasks, and you are reminded to
complete them prior to restarting the Maximo Asset Management Essentials
installation program.

Chapter 5. Installation 63
 5. Enter the DB2 database information (see Figure 5-10). Enter the Windows
services user ID and passwords only if the DB2 server is installed on a
Windows machine, and click Next.

Figure 5-10 DB2 Administration

64 Maximo Essentials V7.1 - Implementer’s Guide

6. From the DB2 Tablespace panel (see Figure 5-11), specify the table space
configuration properties if you choose not to have the DB2 database
automatically configured.

Figure 5-11 DB2 Tablespace

Chapter 5. Installation 65
 7. From the Maximo Application Server Type panel (see Figure 5-12), select the
application server where you wish to deploy your Maximo application; choose
IBM WebSphere Application Server, click Next.

Figure 5-12 Maximo Application Server Type

66 Maximo Essentials V7.1 - Implementer’s Guide

8. From the WebSphere Connectivity panel (see Figure 5-13), enter host
information about the WebSphere Application Server, and then click Next.
– Host name: Enter the fully qualified host name of the system hosting
WebSphere Application Server. Alternatively, you can provide the IP
address for the system.
– SOAP port: Enter the SOAP port of the WebSphere Application Server
system. The default value for this field is 8879.

Figure 5-13 WebSphere Connectivity

Chapter 5. Installation 67
 9. From the WebSphere Remote Access Authorization panel (see Figure 5-14),
enter authorization information for the WebSphere Application Server
configuration, and then click Next.
– Operating system user ID: Enter a valid user ID that can enable the
Maximo Asset Management Essentials installation program to access the
system that is hosting WebSphere Application Server. This user ID should
have administrative rights on the machine you are accessing.
– Operating system password: Enter the password for the system user ID.

Figure 5-14 WebSphere Remote Access Authorization panel

68 Maximo Essentials V7.1 - Implementer’s Guide

10.From the Automate WebSphere Configuration panel (see Figure 5-15), select
Automate WebSphere configuration, and then click Next.

Figure 5-15 Automate WebSphere configuration

If you choose not to have the Maximo Asset Management Essentials

installation program automatically configure the middleware, you must have
configured the WebSphere Application Server manually prior to the
installation of Maximo. Configuration tasks include the following:]
– Creating a profile
– Running WebSphere Application Server as a Microsoft Windows service
– Copying the WebSphere Application Server keystore file from the machine
where WebSphere Application Server is installed to the administrative
workstation
– Setting up JMS queues

Chapter 5. Installation 69
 11.From the WebSphere Deployment Manager Configuration panel (see
Figure 5-16 on page 71), enter values for the following fields, and then click
Next:
– WebSphere installation directory: Enter the directory where WebSphere
Application Server is installed on the host system.
• On Microsoft Windows, this value might be the following:
C:\Program Files\IBM\WebSphere\AppServer Linux
• On Linux, this value might be:
/opt/IBM/WebSphere/AppServer
• On AIX, this value might be:
/usr/AppServer
• On HP-UX, this value might be:
/AppServer
• On Sun Solaris, this value might be:
AppServer.
– User: Enter the administrative user ID. The default for all platforms is
wasadmin.
– Password: Enter the password for the administrative WebSphere
Application Server.
– Profile name: Enter the name of the WebSphere Application Server
profile. The default for all platforms is ctgDmgr01.

70 Maximo Essentials V7.1 - Implementer’s Guide

Figure 5-16 WebSphere Deployment Manager Configuration

Chapter 5. Installation 71
 12.From the WebSphere Application Server Configuration panel (see
Figure 5-17), enter the following information, and then click Next.
– Web server port: Enter the Web server port used by WebSphere
Application Server. The default for all platforms is 80.
– Web server name: Enter the name of the Web Application Server. The
default for all platforms is webserver1.
– Node name: Enter the name of the WebSphere Application Server node
containing the application server. The default for all platforms is
ctgNode01.
– Cluster name: Enter the name of the WebSphere Application Server
cluster containing the application server. The default for all platforms is
MAXIMOCLUSTER. The cluster name is optional.
The cluster and application server are created if they do not exist.

Figure 5-17 WebSphere Application Server Configuration

72 Maximo Essentials V7.1 - Implementer’s Guide

13.From the Security panel (see Figure 5-18), indicate whether application
server security should be enabled automatically, and then click Next.

Note: This step is applicable only if you are implementing the Tivoli Directory
Server or Microsoft Active Directory Server for security.

Figure 5-18 Security

Chapter 5. Installation 73
 14.From the Integration Adapter JMS Configuration panel (see Figure 5-19),
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; the default is intjmsds.
– Persist JMS messages: Select this option if you want the Maximo Asset
Management Essentials installation program to set the JMS
implementation to persist messages.
– Do not persist JMS messages: Select this option if you do not want the
Maximo Asset Management Essentials installation program to set the JMS
implementation to persist messages automatically. When you select this
option, a database is not used to persist messages. If you later decide that
you want to persist JMS messages, you have to configure the JMS
implementation manually.

Figure 5-19 Integration Adapter JMS Configuration

74 Maximo Essentials V7.1 - Implementer’s Guide

15.From the Input Summary panel (see Figure 5-20), review the information you
have provided the Maximo Asset Management Essentials installation
program, and then click Next.

Figure 5-20 Input Summary

Chapter 5. Installation 75
 16.From the preinstallation Summary panel (see Figure 5-21), review the
installation information, and then click Install.
The installation task begins. You can monitor progress by viewing messages
displayed above the progress bar. Click Next.

Figure 5-21 Preinstallation Summary

The installation may take quite some time. (The duration of the installation is
dependent mostly on the physical capacity of the server where you are
installing the base services.) In our test environment, installation took one to
two hours.

76 Maximo Essentials V7.1 - Implementer’s Guide

17.The Language Support panel (see Figure 5-22) prompts you to install
additional language packs over and above the base language. Click No, then
Next.

Figure 5-22 Language Support

Chapter 5. Installation 77
 18.From the Install Complete panel (see Figure 5-23), click Done.
When the Maximo Asset Management Essentials installation program has
completed installation and configuration tasks, it exits. You can find logs at
<MAM_Home>/logs.

Figure 5-23 Install Complete

5.4.3 After Maximo Essentials base services installation

After you have installed Maximo Asset Management Essentials base services,
you must complete the following steps:
1. Before logging on to the newly installed Maximo Asset Management
Essentials application, access the Microsoft Windows Services and ensure
that the relevant services are started. These services are the following:
– DB2 COPY Services
– DB2 Governor
– DB2 License Server
– DB2 Management Service
– DB2 Remote Command Server
– DB2 Security Server
– DB2DAS

78 Maximo Essentials V7.1 - Implementer’s Guide

 – IBM HTTP Server V6.1
– IBM HTTP Administration V6.1
– IBM WebSphere Application Server V6.1
– IBM WebSphere Application Server V6.1 Node Agent
– IBM Rational Agent Controller
– IBM Tivoli Directory Admin Daemon V6.1
– IBM Tivoli Directory Server Instance V6.1
2. Although not required, you can optionally start the node agent as a Windows
service.
To create a node agent as a Windows service, perform the following on the
WebSphere Application Server:
a. Open a command prompt.
b. Change the directory to <WAS_HOME>\bin.
c. Run the following command (as a single line):
WASService add NodeAgent serverName nodeagent profilePath
C:\Program Files\IBM\WebSphere\AppServer\profiles\ctgAppSrv01
wasHome <C:>\IBM\WebSphere\AppServer logRoot
<C:>\IBM\WebSphere\AppServer\logs\nodeagent logFile
<C:>\IBM\WebSphere\AppServer\logs\nodeagent\ startServer.log
restart true
d. Close the command prompt.

Tip: When implementing the Tivoli Directory Server, if you have not resumed
your Tivoli services, you might not be able to access the WebSphere
Application Server console because the administrator user name and
password have not been validated. Make sure your service is running.

Chapter 5. Installation 79
 3. When the services are started, log on to this URL: http://servername:9080/maximo.
Check whether you connect to Maximo Asset Management Essentials (see
Figure 5-24).

Figure 5-24 Maximo Asset Management Essentials logon page

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. You can deploy it using the Process Solution installation
program. Installation artifacts are the files and content installed on your Maximo
Asset Management Essentials environment to enable the services management
functionality of the Process Manager product or Integration module. The
deployment logic consists of actions carried out to deploy the process solution
into the Maximo environment.

Typically, these actions include building and deploying J2EE applications,

running database scripts that load the Process Solution content into the Maximo
database, and adding users and groups for security. Additionally, optional sample
data can be installed.

The base Install operation installs and deploys a new process solution on your
Maximo Asset Management Essentials environment. After installation, a Process
Solution may be updated in several ways.

80 Maximo Essentials V7.1 - Implementer’s Guide

 The Process Solution installation programs are able to process the following
package types:
򐂰 Base install package - Required to install a new process solution using the
base install operation.
򐂰 Incremental Update package - Required when performing an upgrade
operation.
򐂰 Fix package - Required when applying an interim fix to a process solution.
򐂰 Full update package - Used to perform a base install operation if no instance
of the Process Solution is currently installed. In addition, it may be used to
perform an upgrade operation on a currently installed Process Solution. The
Process Solution installation programs ensure that the appropriate package
type is processed for any given operation.

5.5.1 Pre-Process Solution package installation checklist

When you perform a deployment operation using the Process Solution
installation program, you are running actions that modify the configuration and
content of your J2EE, database and directory middleware servers. You should
review the steps in the following sections before invoking the Process Solution
installation program.
򐂰 Have middleware logon Information available.
The Process Solution installation program requires access to middleware
servers to automate the deployment of the Process Solution package. You
must know the administrative user IDs and passwords for the impacted
middleware servers. The actual middleware servers whose logon information
is required depends on the Process Solution package being installed. The
Process Solution installation program ensures that required logon information
is specified before continuing with the deployment operation.
򐂰 Back up middleware servers and administrative workstation.
You should create backups for impacted J2EE, database, and directory
servers before you deploy a Process Solution package using the Process
Solution installation program.
򐂰 Ensure middleware servers are started.
Start the impacted middleware servers before running the Process Solution
installer.

Chapter 5. Installation 81
5.5.2 Enable Maximo Asset Management Essentials license
Only after you install the Process Solution package are you entitled to use
Maximo Asset Management Essentials according to the license you have
purchased. Complete the following steps to install a Process Solution package in
Maximo using the Process Solution installation wizard:
1. From the launchpad, launch the Process Solution installation program by
clicking the 3. Enable Maximo Asset Management License for usage link
(see Figure 5-25). The Process Solution Installation Install Anywhere Installer
executes on the Maximo administrative workstation. The launch script is
deployed and configured by the Maximo Asset Management Essentials
installation program.

Figure 5-25 Enable Maximo Asset Management Essentials license

In our case, the PSI package selected is a base install of the Maximo Asset
Management Essentials V7.1 package. The Process Solution installation
program performs a series of validation checks to verify that the package you
selected is valid. The system is checked to ensure that the package has not
already been deployed.

82 Maximo Essentials V7.1 - Implementer’s Guide

2. Enable the package to be validated, click Next (see Figure 5-26).

Figure 5-26 Package Validation Results

Chapter 5. Installation 83
 3. From the Middleware Login Information panel (see Figure 5-27), enter the
credentials for which you are being prompted, and then click Next. After you
have entered the requested user IDs and passwords, the Process Solution
installation wizard validates the credentials by connecting to the middleware
servers using the supplied credentials.

Figure 5-27 Middleware Login Information

84 Maximo Essentials V7.1 - Implementer’s Guide

4. After the credentials have been verified, a Package Options panel (see
Figure 5-28) is displayed that details the deployment options that the package
supports. Leave both the Supported Package Options boxes unchecked to
deploy the EAR files and Maximo database updated by the Process Solution
installation program, and click Next.
򐂰 The supported package options definitions are the following:
– Defer Maximo Application Redeployment
If you intend to apply more than one package solution, select this check
box; by doing so, you redeploy the EAR files only once after all the
package solutions have been installed.
– Defer the update of the Maximo Database
If you intend to apply more than one package solution, select this check
box; by doing so, you update the database only once after all the package
solutions have been installed.

Figure 5-28 Package Options

5. From the Pre-Install Summary panel, review and verify the information
displayed, and then click Next.

Chapter 5. Installation 85
 6. At this point, the Process Solution installation program begins the package
installation process. The Deployment Progress panel informs you of the
deployment progress of the installation.

Figure 5-29 Deployment Progress

86 Maximo Essentials V7.1 - Implementer’s Guide

 7. When the installation has completed successfully, from the Package
Successfully Deployed panel (see Figure 5-30), click Done to exit the Process
Solution installation wizard.
If a package failure occurs, a message is displayed for the step that failed. You
might see an installation progress bar displayed briefly after you click Done.
The Process Solution installation wizard is terminating, and no installation
activities are being performed. The deployment of the Process Solution
package you were installing has already completed, and you can safely
ignore the progress bar.

Figure 5-30 Package Successfully Deployed

5.6 Post-installation tasks

Before configuring your Maximo Asset Management Essentials deployment, take
the time to ensure that the basic installation is functional. To confirm this, read
the following sections, and verify and adjust where necessary.

Chapter 5. Installation 87
5.6.1 Ensuring relevant Maximo services are running
Before you can attempt to access Maximo Asset Management Essentials,
ensure that all the relevant services are running. From Windows Services, set the
following services to automatically start up:
򐂰 DB2 COPY Services
򐂰 DB2 Governor
򐂰 DB2 License Server
򐂰 DB2 Management Service
򐂰 DB2 Remote Command Server
򐂰 DB2 Security Server
򐂰 DB2DAS
򐂰 IBM HTTP Server V6.1
򐂰 IBM HTTP Administration V6.1
򐂰 IBM WebSphere Application Server V6.1
򐂰 IBM WebSphere Application Server V6.1 Node Agent
򐂰 IBM Rational Agent Controller
򐂰 IBM Tivoli Directory Admin Daemon V6.1
򐂰 IBM Tivoli Directory Server Instance V6.1

Tip: If you are running a demo Maximo Asset Management Essentials

installation on limited resources - for example, a mobile computer or a virtual
machine - we recommend you do not run the specified services as automatic,
but rather keep these services configured to start manually.

5.6.2 Ensuring connectivity to the Maximo application

After you successfully resume the requested services, ensure connectivity by
accessing the logon panel and logging on to the Maximo Asset Management
Essentials.

The default Maximo system administrator user ID and passwords are as follows
򐂰 User ID: maxadmin
򐂰 Password: maxadmin

Tip: We strongly recommend that, as system administrator, you change your

password at regular intervals. Also, if the maxadmin user is administering on a
two-language implementation, take care to note in which locals this user is
applying the changes. Aim wherever possible to administer in the base
language.

88 Maximo Essentials V7.1 - Implementer’s Guide

5.6.3 Ensuring the Language Pack installation is functional
To determine whether the Language Pack installation is successful, ensure you
can log on into the various languages listed on your Maximo Asset Management
Essentials logon page. Carefully assess whether both the Language Packs are
installed as planned. If your languages are not installed carefully, reassess and
implement those languages.

5.6.4 Ensuring client connectivity

Because Maximo Asset Management Essentials has a Web-based
infrastructure, it is imperative to verify accessibility from the clients who will be
accessing Maximo. Ensure the users can access the logon page. A number of
client hardware and software requirements (refer to 4.1, “Hardware and software
requirements” on page 30) must be met to confirm this task.

Tip: Refer to 4.1, “Hardware and software requirements” on page 30 for

information regarding hardware and software requirements.

5.6.5 Checking report administration

Before configuring your deployment, perform the report administration checks
described in the following sections.

Generate request pages

Request pages are the parameter inputs required for each report. Before the
reports can be accessed from with Maximo Asset Management Essentials, the
request pages must be generated; follow these steps:
1. Log on into Maximo as the system administrator.

Chapter 5. Installation 89
 2. From the Start Center, navigate to the Go To menu and select
Administration → Reporting Administration (see Figure 5-31).

Figure 5-31 Report Administration

90 Maximo Essentials V7.1 - Implementer’s Guide

3. In the center of the page is the Generate Request Pages button, click
Generate Request Pages.
4. At this stage, the request pages have been successfully generated, as shown
in Figure 5-32.

Figure 5-32 Generate Request pages success

Note: Generating the request pages is a step you execute only when you have
created a new installation or uploaded a new report. We recommend that you
complete this step when other users have logged out of the system.

Generate report output

As a best practice, we suggest you verify whether the reports generated
successfully. During the Maximo Asset Management Essentials installation
process, the default report tool BIRT is automatically configured to run reports
from within Maximo Asset Management Essentials. In the next few steps, we test
and run a standard report.
1. Log on to Maximo Asset Management.

Chapter 5. Installation 91
 2. From the Start Center, navigate to the Go To function and select
Administration → Resources → Labor (see Figure 5-33).

Figure 5-33 Labor

92 Maximo Essentials V7.1 - Implementer’s Guide

 3. From the Labor application, click Select Actions → Run Reports (see
Figure 5-34).

Figure 5-34 Run Reports

4. From the Reports dialog, select the Labor List report (see Figure 5-35).

Figure 5-35 Labor List

Chapter 5. Installation 93
 5. From the Request page, specify your parameter properties. In our example
we specify ACTIVE as the Status parameter value and click Submit (see
Figure 5-36).

Figure 5-36 Request page

6. Click Submit.

94 Maximo Essentials V7.1 - Implementer’s Guide

 7. When you receive the report output, as shown in Figure 5-37, you have
verified that the report was generated successfully.

Figure 5-37 Report output

For more information regarding report administration, refer to Report

Developer Guide (mam71_report_dev_guide.pdf) available at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?top
ic=/com.ibm.mam.doc_7.1/mam_welcome.htm.

5.6.6 Configuring Attached Documents

You use the Attached Documents application in Maximo Asset Management
Essentials to attach various documents to individual Maximo records.The
following formats are supported:
򐂰 PDF
򐂰 XLS
򐂰 CSV
򐂰 TXT
򐂰 DOC
򐂰 GIF
򐂰 DOC
򐂰 JPG
򐂰 PPT

By default Attached Documents are not configured during the Maximo Asset
Management Essentials installation process. You have to manually configure the
System Properties in Maximo and specific HTTP server properties to enable

Chapter 5. Installation 95
 attachments to be uploaded and viewed from Maximo Asset Management
Essentials.

Follow these steps to ensure Attached Documents are accessible in Maximo

when using a Microsoft Windows WebSphere Application Server middleware
installation.
1. Create a shared doclinks directory on the machine storing the document files
with your predefined subdirectories if you wish to group your attachment
types:
C:\DOCLINKS
2. On your HTTP server, search for your httpd.conf file in the appropriate path.
For example, on Microsoft Windows, search this path:
C:\IBM HTTP Server\conf\httpd.conf

Tip: Make a backup of this file before you begin

3. Edit the directory line as follows (you are editing this directory line to specify
the doclinks directory you created):
<Directory "C:\DOCLINKS">

Tip: Search on the words “this should”.

and the DocumentRoot line as follows

DocumentRoot "C:\DOCLINKS"

Tip: Search on the word “DocumentRoot”.

After you have made these changes (the values you enter are case sensitive),
save your file and restart the HTTP server.
At this point, you log on to Maximo and configure two more DOCLINK
properties to point to the folder you have created on your drive and to point to
the path the HTTP server must use to access these files.
4. Go to System Configuration → Platform Configuration → System
Properties and specify the properties as listed in Table 5-3.

Table 5-3 Required system properties

Property name Description Example value

mxe.doclink.doctypes.defpath Default path C:\DOCLINKS

for doclinks

96 Maximo Essentials V7.1 - Implementer’s Guide

 Property name Description Example value

C<PATH>\DOCLINKS = Path 01 for C<PATH>\DOCLINKS =

http://yourservername doclinks http://yourservernameC<P
ATH>\DOCLINKS =
http://yourservername

A common problem with Attached Documents setup is that the folders for your
attachments are not assigned with a drive letter in their default paths during
Maximo Asset Management Essentials installation. To resolve this problem, open
any of your Maximo applications and from Select Actions, choose
Attachment/Library Folders → Manage Folders and amend the default path
as shown in Table 5-4.

Table 5-4 Attached Documents default path

Old path New path

\DOCLINKS\ATTACHMENTS C:\DOCLINKS\ATTACHMENTS

Chapter 5. Installation 97
 Figure 5-38 and Figure 5-39 on page 99 illustrate single-server and multiserver
Attached Documents configurations.

Application Server Machine

Maximo

Submit Attached Document Application Server

W
Local Drive
Client Machine
docklinks directory in
<Maximo root>

File
Read

HTTP Server

View Attached Document

Figure 5-38 Single machine configuration

98 Maximo Essentials V7.1 - Implementer’s Guide

 ApplicationServer Document FileServer
Machine Machine

MAXIMO

Submit Attached ApplicationServer File

Document Write Local Drive

File d:\doclinks\
HTTPServer
Read
Client Machine

ViewAttached
Document
Figure 5-39 Multiple machine configuration

Note: The implementation of Attached Documents is briefly discussed in this

chapter. For complete instructions on how to install and deploy Attached
Documents, refer to Chapter 11, “Attached Document Administration and
Configuration” in the System Administrator Guide, available at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?
topic=/com.ibm.mam.doc_7.1/mam_welcome.htm

5.6.7 Ensuring relevant cron tasks are working and enabled

Depending on your business requirements, you may be required to implement
cron tasks to perform certain actions or updates on your Maximo Asset
Management Essentials application. Ensure system properties are defined and
set up as enabled in your Cron Task Setup module, which can be found by
selecting System Configuration → Platform Configuration.

If you are running JMS queue configurations for your Integration Framework, it is
essential for the relevant cron task instances to be enabled; otherwise, the

Chapter 5. Installation 99
 queues cannot function. In the event that cron tasks do not run, we recommend
you reload the cron tasks.

Tip: The scheduling of cron tasks must be assessed carefully because cron
tasks are “batch” tasks, and when a large task is executed frequently, it can
have an adverse affect on system performance.

For more detail about implementing cron tasks, refer to the System Administrator
Guide (mam71_sys_admin_guide.pdf), which you can access here:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?topic=
/com.ibm.mam.doc_7.1/mam_welcome.htm

5.6.8 Backing up 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. For instance, you can back up to:
򐂰 Hard disk drive: Restores your system quickly.
򐂰 Tape drive: Slower, but you can keep multiple tapes of backups.
򐂰 CDs, DVDs, diskettes: Limited capacity, but this alternative is useful for
smaller databases, archive files, or specific executables.

5.6.9 Automating the backup procedure

Schedule and regularly perform system and database backups. We recommend
you perform system restores from the production environment to your
development or acceptance environment at regular intervals to test this
procedure.

5.6.10 Assessing the server workload

Taking the sizing considerations described in 4.3, “Sizing considerations” on
page 35 into account, we recommend you monitor the performance of Maximo
Asset Management Essentials on a continuous basis. This step also forms part
of user acceptance testing. However, you can implement many methods to
improve and maintain application performance on a continuous basis.

If your implementation increases in size - that is, the workload increases or

system itself grows over time - consider load-balancing the server environments.
We recommend server clustering as a solution that enables you to distribute user

100 Maximo Essentials V7.1 - Implementer’s Guide

 loads over various application servers to maintain consistent server
performance.

5.6.11 Client local or regional properties

If your users are based in one location, ensure that the regional settings of their
workstations correspond to their regions. A common issue concerns date and
time format conflicts.

5.6.12 Enabling Internet and firewall security

For security purposes, Maximo Asset Management Essentials 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 enable communication over HTTP (typically port 80)
or HTTPS (typically port 443). The information in the following sections is generic
and does not reflect any particular firewall brand.

Secure Socket Layer (SSL) overview

Secure Sockets Layer provides secure connections over a network connection by
doing the following:
– Enabling two applications to authenticate each other’s identity
– Encrypting data exchanged between the two applications

Authentication enables a server and optionally a client to verify the identity of the
application on the other end of a network connection. Encryption makes data
transmitted over the network intelligible only to the intended recipient. IBM
WebSphere Application Server and BEA WebLogic Server support SSL, and
IBM Corporation has certified the SSL implementation with Maximo-WebSphere
Application Server and Maximo-BEA WebLogic Server integration.

Configure Secure Socket Layer

A Web server must have an associated certificate for each external interface (IP
address) that accepts secure connections. After you install the certificate on the
Web server, replacing .http with .https encrypts a session between the browser
and server.

For example, http://MaximoAppServer is entered as https://MaximoApp Server.

Note: The standard port for HTTPS is 443.

Chapter 5. Installation 101

 If a proxy server or firewall controls network traffic, this port and protocol must be
opened. SSL carries additional overhead for encryption and decryption of data -
that is, encryption and decryption can affect performance.

Set up Internet Explorer stored pages

We recommend you enable your browser to automatically check for newer
versions of stored pages when you log on to Maximo Asset Management
Essentials. To do so, perform the following steps:
1. From your Internet browser, navigate to Tools → Internet Options →
General → Settings.
2. Select the radio button Automatically to check for newer versions of stored
pages.

Tip: Ensure the automatic stored pages feature is applied to all clients.
If you fail to do so, users view previous page representations, rather
than the latest. As an alternative means of ensuring your users are
viewing the latest pages, you can remove and destroy all cookies and
temporary files in their Internet browsers.

5.6.13 Setting up SMTP mail exchange server

Some applications and cron tasks within Maximo Asset Management Essentials
require you perform a mail exchange. To enable mail exchange, assign a valid
SMTP server name to the global value of the following property in the System
Properties application:
mail.smtp.host

5.6.14 Authenticating LDAP through Virtual Member Management

You can authenticate users against LDAP using Windows Server Active
Directory. If your organization has Virtual Member Management in place,
consider using it to perform your authentication. When you configure the
application server to authenticate against an Active Directory, you create and
manage users in the LDAP directory server.

The VMM cron task updates the Maximo Asset Management Essentials
database when users, groups, and group membership are changed in the
directory server. When users and groups are deleted from the Active Directory,
they are not deleted from the Maximo database because these records might be
needed for auditing purposes. You can also configure the system to populate
person, user, and group information from the external directory. The system

102 Maximo Essentials V7.1 - Implementer’s Guide

 currently supports synchronization of information from Microsoft Active Directory.
Synchronization with other directories is possible but is not supported as a
standard feature and might require programming to configure. Both BEA
WebLogic Server and IBM WebSphere Application Server support authentication
against Windows Server Active Directory.

5.7 Setting the system and logging properties

When the installation is complete, you can configure the different system
properties and enable logging for the application. With Maximo Asset
Management Essentials V7.1, these tasks have become far easier because the
product includes dedicated applications to perform these activities.

5.7.1 System Properties application

System Properties is a new application that is a part of Maximo Asset
Management Essentials V7.1 and can be used to configure systemwide
properties at a global level or instance level. These properties consist of keys and
values that determine the configuration of the product and the behavior of many
of its components.

Global and instance properties are defined as follows:

򐂰 Global properties
A global property exists only at a systemwide level. This means that the
property is applicable to all the product server instances (for example, the
application server), working with a common database. For example, the
system property mxe.logging.rootfolder is a global property whose value is a
directory on the hard disk of the server machine where the product’s log files
reside.
򐂰 Instance properties
An instance property is defined and associated with a specific product server
instance. For example, you can configure the system property
mxe.crontask.donotrun to be an instance-specific property. You do this by
associating the mxe.crontask.donotrun system property with a specific server
(for example, MXServer1) and a value applicable only to that server (for
example, a value of BBCron). As a result of this configuration, the Bulletin

Chapter 5. Installation 103

 Board cron task (BBCron) is not executed on MXServer1; yet it can execute in
another product instance, such as MXServer2.

Each property defined in the System Properties application has a number of

characteristics that you can manage. Table 5-5 describes these characteristics.

Table 5-5 System Properties application characteristics

Property characteristic Description

File Override Specifies whether the property and its value are loaded from a file rather
than from the database.

Global Only Specifies whether this property must exist only at a systemwide level. It
implies the property cannot be overridden at the instance level.

Instance Only Specifies whether this property must be defined at the instance level. If
so, you provide an instance-specific value (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.driver
does not allow online changes.

Live Refresh Specifies whether the property value can take effect immediately after
saving the value.

Encrypted Specifies whether the property is stored in an encrypted manner in the

underlying product database. The value is encrypted using the product’s
standard encryption functionality. For example, the global property
mxe.int.uddipassword is encrypted.

Security Level Specifies the level of access to this property by various product
components. Access level may be PUBLIC, SECURE, or PRIVATE.

User Defined Specifies whether the property is created by a user or is provided with
the product.

Nulls Allowed Specifies whether the property can have null values. You can change
this characteristic only for user-defined properties.

Data Type Specifies the type of value that can be provided for the property. The
value can be an integer, alphanumeric, or a Yes or No value (YORN). For
example, the global property mxe.allowLocalObjects is associated with
a data type of YORN; if you enter a value other than 1 or 0, an error
message is displayed indicating invalid value.

Domain Specifies a domain that provides a list of values that the property can be
set to. For example, the global property mxe.db.transaction_isolation is
associated with the TRANSISO domain. Thus the property's values
must match a corresponding domain value.

104 Maximo Essentials V7.1 - Implementer’s Guide

5.7.2 Logging application
The Logging application is a part of the product’s System Configuration module
and is a dedicated application for managing log settings and configuring log files.
You can configure various logging components, set log levels, associate logging
with log files, and specify a folder where log files are to be written.

Logging has three main components:

򐂰 Loggers
Loggers are components that prepare log statements to be written to a
console or log file. Loggers are named entities or keys, for 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 no ancestors are between itself
and the descendant logger. For example, log4j.logger.maximo.sql is the
parent of log4j.logger.maximo.sql.WORKORDER. You can assign the
following levels to loggers:
– DEBUG
– INFO
– WARN
– ERROR
– FATAL
A level indicates a type of event that the system logs.
򐂰 Appenders
You can send logging requests to multiple destinations. An output destination
is called an appender. Appenders can exist for consoles or files. You can
associate one or more loggers with a given appender. Alternatively, you can
associate a single logger with multiple appenders.
򐂰 Layouts
A layout determines the output format of a log statement. A layout is always
associated with an appender. For example, a conversion pattern such as
%d{dd MMM yyyy HH:mm:ss:SSS} [%-2p] %m%n results in the following log
statement: 2007-05-07 14:07:41,508 [main] INFO MyApp - Entering
application.

The Logging application supports two types of loggers: root and child. One or
more child loggers always inherit from one root logger. In the Logging
application, a root logger is termed root logger, while a child logger is termed
logger.

Chapter 5. Installation 105

 The Logging application can be used to:
򐂰 Create loggers that are product components that prepare log statements to
be written to the console or a log file.
򐂰 Associate the appropriate log level with each logger.
򐂰 De-activate loggers except root loggers.
򐂰 Configure appenders that represent a console or log files to which log
statements are written.
– Specify an appropriate file name for an appender.
– Specify a log file size for an appender.
– Associate a logger with multiple appenders.
– Associate an appender with multiple loggers.

106 Maximo Essentials V7.1 - Implementer’s Guide

 6

Chapter 6. Configuration
When installation is finished, you must complete several tasks before you can
enable users to start using the system. As system administrator, you usually are
the individual who carries out such tasks, which are discussed in this chapter.

Note: The steps in this chapter assume you have created a empty database
and have not created the demo database. This chapter does not apply to a
demonstration installation.

© Copyright IBM Corp. 2008. All rights reserved. 107

6.1 Getting started
The following topics are covered in this section:
򐂰 User management
򐂰 Organization and site setup
򐂰 Initial configuration and data import sequence

6.1.1 Managing users

Sign in using a default user ID

If you enabled security during the installation, user management takes place
through the directory server you have configured to use with Maximo Asset
Management. When first installed, Maximo Asset Management Essentials
contains the following default user IDs:
򐂰 maxadmin
򐂰 maxreg
򐂰 mxintadm

The default password for each user ID is the same as the user name (for
example, maxadmin is both the user name and default password).

Note: User names and passwords are case sensitive. The default user names
and passwords are lowercase.

To sign in, complete the following steps:

1. Open a browser window.
2. Navigate to the Maximo Asset Management Essentials logon URL - for
example, http://hostname:<port>/maximo.
The default port is 9080.
3. Enter the user name maxadmin (lowercase).
4. Enter the password maxadmin (lowercase) and click Enter. The software
displays an empty Start Center.

Change the user password

As a best practice, change the passwords for the default user IDs. To change the
default passwords, complete the following steps:
1. Open the Users application.
2. From the List tab, select the user whose password you want to change.

108 Maximo Essentials V7.1 - Implementer’s Guide

 3. From the Select Action menu, select Change Passwords. The Change
Passwords dialog box is displayed.
4. Enter the new password in the New Password field.
5. Re-enter the password in the Confirm New Password field.
6. Click OK.

When you change the password of either the maxadmin user or the maxreg user,
you also must change the password associated with that user in the
maximo.properties file. You can do so by following these steps:
1. Navigate to MAXIMO\applications\maximo\properties.
2. Open the maximo.properties file using a text editor.
3. Search for the appropriate property and modify it as needed:
– mxe.db.user for the database log on name
– mxe.system.reguser for self-registering new users
4. Save your changes.

You can change the default user names for the default user IDs by editing the
maximo.properties file. Complete these steps:
1. Navigate to MAXIMO\applications\maximo\properties.
2. Open the maximo.properties file using a text editor.
3. Search for the appropriate property and modify it as needed:
– mxe.db.password for the database logon password
– mxe.system.regpassword for self-registering new users
4. Save your changes.

Note: Any time you modify the maximo.properties file, you must rebuild and
deploy a new maximo.ear file. You do so by accessing the application server,
selecting the EAR file, and clicking the deploy option. (The method may vary if
you use a different application server; the steps in this Note apply to using
WebSphere Application Server.)

6.1.2 Organization and site setup

Before you can start working in Maximo Asset Management, it is imperative that
you specify the name of your organization and the site for the organization. To
ensure you do so, complete the steps in the sections that follow in strict

Chapter 6. Configuration 109

 sequential order to create the organization, sites, and their appropriate
dependencies.

Important: You must create currency codes, and sets, configure the general
ledger component, and create a clearing account prior to creating the
organization and site. You must complete each step in the order presented in
the following sections.

Create currency codes

A currency code is the measure of exchange in monetary terms. Specifying a
currency code is required for your system to determine the currency you are
measuring your financial transactions against. Determine the base currency that
your organization utilizes before beginning the steps in this section.

You must define a currency code for an organization; complete these steps:
1. Open the Currency Code application by selecting Go To → Financial →
Currency Code.
2. Click New Row.
3. Enter a currency code - for example, USD (United States dollar).
4. Click Save.

Disable validation options

We recommend you disable or uncheck the validation options to begin populating
or importing data. If you have enabled validation options during the initial
configuration, each entry you make is validated against a financial period, which
is not required at this stage of the deployment. You can always revalidate these
options at a later stage.

Follow these steps to disable the validation options:

1. Open the Financial application by selecting Go To → Financial → Chart of
Accounts.
2. Access Select Actions.
3. Choose Validation Options.
4. Uncheck both Validate GL Component Combinations and Validate
Financial Periods.
5. Click OK.

110 Maximo Essentials V7.1 - Implementer’s Guide

Create item and company sets
Defining item and company sets, you can share item and company records
across organizations. To define these sets, complete the following steps:
1. Open the Sets application by selecting Go To → Administration → Sets.
2. Click New Row.
3. Enter a company set name - for example, COMPSET.
4. Enter COMPSET in the Type field.
5. Click New Row.
6. Enter an item set name, for example, ITEM1.
7. Enter ITEM1 in the Type field.
8. Click Save.

Tip: Use simple, generic set IDs because you cannot alter them 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. A clearing
account is an account that determines the cost center for organization
transactions Before you assign your clearing account for your organization, you
must create and define the general ledger account component. A general ledger
account component is a structure that must be determined by your accounting
staff.

Each general ledger account code consists of a number of distinct components

(also called segments). In the Database Configuration application, you define the
account code format using the GL Account Configuration dialog box. In the Chart
of Accounts, you specify which components are valid for use in the system.

For easy identification, you can use delimiters to separate components when
they are displayed. For example, you might use hyphens to separate
components: 6100-400-SAF. The system writes account strings to the database
in a concatenated format, with delimiters.

For any account code, you can: Define up to 20 components and include a total
of up to 254 characters and/or digits, not including delimiters (unless you choose
to include the delimiters as part of the account code). Component Sequence
Account components are displayed in a sequential format, with the leftmost

Chapter 6. Configuration 111

 component in the string representing the highest level. For example, four
component levels are defined; the fourth is optional:
򐂰 Component 1 = Cost Center
򐂰 Component 2 = Activity
򐂰 Component 3 = Resource
򐂰 Component 4 = Element (optional)

Account components are concatenated, with the highest level component at the
left.

To create a general ledger account component, complete the following steps:

1. Open the Database Configuration application by selecting Go To → 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. Enter a data type for the component - for example, ALN. (This is the type of
data each component represents.)
7. Click Save and log out of Maximo Asset Management.

When you have completed setting up the GL account component, you must
configure the database for your changes to take effect. Follow these steps to
configure the database:
1. Ensure you have created a backup of your database.
2. Make sure all users have logged off the system.
3. Document all changes.
4. Open the WebSphere administrative console and stop the MXServer
application server.
5. Run the configdb.bat program from the following path:
C:\ibm\SMP\maximo\tools\maximo\configdb.bat
6. Wait for your changes to take effect. Make sure this step has completed
successfully, and then restart the MXServer. Log back on to Maximo, and you
can now create general ledger accounts (see “Create a general ledger
account” on page 113).

112 Maximo Essentials V7.1 - Implementer’s Guide

 Note: In our example, we configured the database after shutting down the
Maximo application server. To perform a database configuration without
shutting down your application server, refer to the System Administrator
Guide (mam71_sys_admin_guide.pdf), available at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?
topic=/com.ibm.mam.doc_7.1/mam_welcome.htm

Create an organization
You can define only one organization for Maximo Asset Management Essentials.
To define the organization, complete the following steps:
1. Open the Organizations application by selecting Go To → Administration →
Organizations.
2. Click the New Organization icon in the toolbar.
3. Enter an organization name in the Organization field - for example, MAIN.
4. Enter the base currency you defined in the Base Currency 1 field - for
example, USD (see “Create currency codes” on page 110).
5. Enter the item set you defined earlier in the Item Set field (see “Create item
and company sets” on page 111) - for example, ITEM1.
6. Enter the company set you defined in the Company Set field - for example,
COMPSET.

Tip: Use simple, generic organization and set IDs because you cannot alter
them in the future. We recommend you not use spaces in between the
organization and site IDs.

7. Enter the default item status of PENDING in the Default Item Status field.
8. Save your work.

Create a general ledger account

Before assigning the clearing account to your organization you have to create
general ledger account to use as the clearing account. To create a general ledger
account, complete the following steps:
1. Open the Chart of Accounts application by selecting Go To → Financials →
Chart of Accounts.
2. Click on the name of your organization to select it. For example, click MAIN.
3. Select GL Component Maintenance from the Select Action drop-down
menu.

Chapter 6. Configuration 113

 4. Click New Row.
5. Add a GL Component value - for example, 1234 - and then click OK.
6. Click New Row on the GL Accounts for tab.
7. Select your general ledger account.
8. Click Save.
9. Open the Organizations application by selecting Go To → Administration →
Organizations.
10.Click the organization name you created - for example, MAIN.
11.From the Clearing Account field, select the general ledger account you just
created.
12.Select Active.
13.Click Save.
14.Assign your recently created general ledger account as the clearing account.

Creating a site
You can create only one 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 panel, 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. Specify the relevant site details. When complete, save your work.

Create default insert site

After you create the organization and site in Maximo Asset Management
Essentials, you are required to assign a default insert site to enter new records.
To create a default insert site, complete the following steps:
1. Open the Users application by selecting Go To → Security → Users.
2. Search for maxadmin, and then select it to open the record for maxadmin.
3. Enter a the site you created earlier in the Default Insert Site field. For
example, B901.
4. Enter a the site you created earlier in the Storeroom Site for Self-Service
Requisitions field. For example, B901.
5. Click Save.
6. Open the WebSphere administrative console and restart the MXServer
application server.

114 Maximo Essentials V7.1 - Implementer’s Guide

 Note: If you encounter an error message that indicates that the record is
being updated by another user, log out as maxadmin and then log back in.

Sign out and sign in

When you make changes to a security group that your user ID is a member of,
you must sign out and sign in again to view the changes. For example, although
you granted the MAXADMIN group permission to create Start Center templates,
the actions are not visible until you sign in again. To view your changes, follow
these steps:
1. Sign out as maxadmin.
2. Sign in as maxadmin.

6.1.3 Initial configuration and data import sequence

At this stage you have prepared the organization and site; from this point on, you
can start populating the database. Although we did not write this guide to
describe how to populate data into Maximo Asset Management Essentials, in
Table 6-1 we briefly outline a recommended generic configuration and data
import sequence for performing your initial data configuration.

Table 6-1 Generic configuration and data importation sequence

V7.1 module Subapplication Nature of work performed in this Suggested
subapplication entry_mode

System Database Configuration Create new object Manual

Configuration attributes/relationships

System GL Component Configure GL component Manual

Configuration Configuration

Financial GL Components Create GL components Manual

Financial Chart of Accounts Create GL codes Manual

Financial Currency Codes Create currency codes Manual

Administration Item and Company Sets Create item and company sets Manual

Administration Organizations Create organization Manual

Administration Sites Create sites Manual

Administration Calendars Create calendars Manual

Failure codes Failure codes Create failure codes Manual

Chapter 6. Configuration 115

 V7.1 module Subapplication Nature of work performed in this Suggested
subapplication entry_mode

Organizations Tax Options Assign tax types Manual

Inventory Measurement units Define measurement units Manual

Inventory Conversion factors for Define conversion factors Manual

measure units.

Domains Violists Define ALN, NUM, SYNOMYM value Manual

lists

Organizations Address Codes Define addresses Manual

Assets Locations Create systems and locations Import

Purchasing Company master Create companies master records Import

Purchasing Companies Create company records Import

Administration Classifications Define classifications for assets, Import

Locations, items, etc.

Inventory Item Master setup Create Item Master records Import

Inventory Storerooms Create Storeroom locations Import

Inventory Inventory Assign items to inventory Import

Inventory Tools Create tools Import

Inventory Stocked Tools Assign tools to inventory Import

Assets Meters/Meter Groups Create meters and meter groups Manual

Assets Assets Create assets Import

Assets Condition Monitoring Define condition monitoring points Import

Administration Person groups Define person groups Manual

Administration People Define persons Manual

SCConfig Start Centers Create new Start Center templates Manual

(non-module)

Security Security Groups Create roles Manual

Security Users Create and assign users to security Manual

groups

Administration Crafts Create crafts Manual

116 Maximo Essentials V7.1 - Implementer’s Guide

V7.1 module Subapplication Nature of work performed in this Suggested
subapplication entry_mode

Administration Qualifications Create qualifications for labor and Manual

crafts

Administration Labor Create labor records Manual

Planning Safety Plans Create safety plans Import

Planning Precautions Create safety plan precautions Manual

Planning Lock out/Tag Out Create safety plan lock out and tag out Manual
procedures

Planning Safety Hazards Create safety plan hazards Manual

Planning Job Plans Create job plans Import

Preventive Preventive Maintenance Create preventive maintenance Import

Maintenance schedules

Important: Table 6-1 is a generic example designed to guide the sequence of

loading and populating the Maximo objects. You might not utilize all these
modules. It is essential to follow the chronological sequence during your initial
configuration.

For more information about how to populate the Maximo database, refer to the
product documentation.

6.2 BIRT reports

Maximo Asset Management Essentials V7.1 is integrated with the Eclipse
Foundation Business Intelligence Reporting Tool (BIRT). BIRT is an open source
reporting system that integrates with Java or J2EE applications, such as Maximo
Asset Management Essentials V7.1, to produce custom reports. BIRT utilizes
XML report definitions to generate reports in PDF or HTML output.

BIRT manages and displays the data from Maximo Asset Management
Essentials V7.1 so users can immediately take action if necessary. User action
may involve drilling down into reports to find a specific problem issue or analyzing
the data for a specific problem issue or an analysis of the data for regulatory
purposes.

Chapter 6. Configuration 117

 The following topics are covered in the following sections:
򐂰 Administering reports
򐂰 Configuring reports
򐂰 Running reports

6.2.1 Administering reports

As the report administrator, you can specify the following:
򐂰 Availability of reports and how they open, run, and print
򐂰 Appearance of report titles and headings
򐂰 Security settings

The figures in this section provide a short introduction into the Report
Administration application. The look and feel of this application is similar to the
look and feel of other applications launched from the Start Center.

You can open the Report Administration application in two ways: when initially
administrating the report and after reports are defined.

118 Maximo Essentials V7.1 - Implementer’s Guide

Start the Report Administration application from the Start Center by selecting Go
To → Administration → Reporting → Report Administration as shown in
Figure 6-1.

Figure 6-1 Accessing report administration

Chapter 6. Configuration 119

6.2.2 Configuring BIRT reports
Several options on the Report tab enable you to configure a report (see
Figure 6-2). Any options shown in with an (*) asterisk are required parameters.

Figure 6-2 Report Configuration

The options for configuring BIRT reports are as follows:

򐂰 Report Type
Your choices are BIRT, Crystal, and 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 a user can run a report.
It prevents users from executing large queries, which can negatively impact
performance. Use the Report Administration application to set record
restrictions on reports. This feature applies to only reports without
parameters. When you enable this option, you specify a number in the Max
Record Limit option.
򐂰 Use Where Clause?
Enables current, selected, and user-defined parameters.
򐂰 No Request Page?
Disables Request Page for database updates.
򐂰 Priority
Numeric field used in report-queuing process.

120 Maximo Essentials V7.1 - Implementer’s Guide

򐂰 Browser View? and Browser View Location
The Browser View option enables you to create a shortcut. With the shortcut
enabled, the user can click an icon on the application tool bar to open a report
directly in the browser. When you select Browser View?, enter a value other
than None in the Browser View Location field. This field determines the
application tabs that have an active Browser View icon.
The following options are available for configuring the Browser View? and
Browser View Location options:
– All - The Browser View icon is available on all tabs for the selected
application.
– List - The Browser View icon is only available on the List tab for the
selected application.
– Main - The Browser View icon is available on all tabs, except the List tab.
– None - The Browser View icon does not appear in the selected application.
None is the default.
򐂰 Direct Print? and Direct Print Location
The Direct Print feature enables you to create a shortcut so a user can click
an icon on the application tool bar to print the report. If you enable the Direct
Print? option, you specify a printer in Direct Print Location.
򐂰 Direct Print with Attachments? and Direct Print with Attachments
Location
The Direct Print with Attachments? feature enables you to create a shortcut
so a user can click an application icon once (and select Yes in the Message
dialog box) to print the report and any associated attached documents. When
you enable the Direct Print with Attachments? option, you specify the location
of the attachments.
򐂰 Generate Request Page
Click the Generate Request Page button if you have not previously
configured the report for Browser view. This option is available for all reports
or at individual report level.
򐂰 Preview
After clicking the Preview button, you can check for the following items (the
correct parameters, if any, appear to the user on the Request Page):
– The generated report opens with the correct data and format.
– The Request Page dialog box opens. The parameters displayed depend
on the report that you select.
– Enter values in any required fields. Required fields have an orange
asterisk (*) next to them.

Chapter 6. Configuration 121

 From the parameters section (see Figure 6-3), you can define ad hoc user
parameters. Note these parameters must also be specified in the report design
itself.

Figure 6-3 Report parameters

122 Maximo Essentials V7.1 - Implementer’s Guide

6.2.3 Running BIRT reports
Follow these instructions to run a report. After you run a report, you can print the
report, export data, and toggle the table of contents.
1. Open the Reports dialog box through one of the following methods:
– From the Reports menu in the application tool bar, select an application -
for example, Labor (see Figure 6-4).

Figure 6-4 Report menu

Chapter 6. Configuration 123

 – From the Select Action menu, select Run Reports. The On Demand
Reports tab opens (see Figure 6-5). The Reports to Run panel lists the
available reports for the application. Click the report that you want to run.

Figure 6-5 Selecting a report to run

124 Maximo Essentials V7.1 - Implementer’s Guide

2. Select the report you want to see - for example, Labor List. Enter the required
parameters in the Request Page dialog box (see Figure 6-6).

Figure 6-6 Run request

Chapter 6. Configuration 125

 3. Click Submit to run the report. The report opens in your browser, as shown in
Figure 6-7.

Figure 6-7 Incident report

򐂰 On the Reporting tool bar, 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.
To improve performance and to reduce load on the database server during
working hours, it is possible to schedule report runs. Scheduled reports are
e-mailed when completed. The e-mail, in PDF format, can be sent to a single
user or a group including subject and comments.

126 Maximo Essentials V7.1 - Implementer’s Guide

 A

Appendix A. Summary of modules and

applications
This appendix provides a summary of Maximo Asset Management Essentials
modules and applications.

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.

© Copyright IBM Corp. 2008. All rights reserved. 127

 Table A-1 summarizes the modules and applications that make up Maximo Asset
Management Essentials.

Table A-1 Maximo Asset Management Essentials modules and applications

Module and sub-module Application Description

ADMINISTRATION Organizations Set up the organizations and sites to be used

within Maximo.

Classifications Create classifications and establish classification

hierarchies for Items, Assets, Locations, Work
Orders, etc.

Bulletin Board Create, post, and view messages as well as

broadcast information to users of the Maximo
system.

Communication Create and manage generic communication

Templates templates that Maximo users can leverage to
standardize frequently used e-mail
communications (also known as notifications).

Calendars Indicate working time for equipment, craft, and

labor records for an organization and its
associated sites.

Sets Create a framework for sharing item and company

(vendor) data across multiple organizations.

Work View Make queries available for display in the Result Set
portlet of a user’s Start Center.

Conditional Create and maintain a library of conditions. In

Expression Manager other applications, such as Application Designer
and Security Groups, you select from predefined
conditions to set up conditional behavior.

REPORTING KPI Manager Create key performance indicators (KPIs) to track

critical performance variables over time.

Report Create reports, generate and preview request

Administration pages, add parameters, display reports as toolbar
icons, e-mail reports, or specify a schedule for
running a reports.

RESOURCES People Maintain records of people.

Person Group Maintain person groups. A person group consists

of people who may or may not be workers.

Crafts Define and maintain craft records.

128 Maximo Essentials V7.1 - Implementer’s Guide

Module and sub-module Application Description

Labor Define and maintain labor records.

Qualifications Create qualifications and certification

requirements for qualifications.

ASSETS Assets Store asset numbers and corresponding

information such as parent, location, vendor, up
and down status, and maintenance costs for each
asset.

Locations Enter and track locations for assets, and organize

these locations into logical hierarchical systems or
network systems.

Meters Add or modify meter definitions. Meter definitions

include names for the meters as well as sets of
attributes that describe the meters.

Meter Groups Define a logical grouping of meters to exist in a

meter group. Meter groups represent a collection
of meters that are used together multiple times.

Failure Codes Build and display failure hierarchies, which help

you construct accurate histories of the failures that
affect your assets and operating locations.

CHANGE Activities and Tasks 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.

CONTRACTS Purchase Contracts Create, modify, and view contracts with outside
vendors.

Lease Rental Define the overall terms and conditions of the

Contracts lease or rental agreement between a vendor and a
client regarding one or more assets.

Labor Rate Contracts Define multiple labor rates for specific crafts, skills,
and optionally, labor records. Within the Labor
Rate Contracts application, you can manage
outside labor and the corresponding rates.

Warranty Contracts Maintain one or more assets for an outside service

provider for a fixed fee or for regularly scheduled
payment over a time period. Track warranty
information for multiple assets or locations by time
or meter.

Appendix A. Summary of modules and applications 129

 Module and sub-module Application Description

Master Contracts 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 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 Define currency codes and specify which codes
can be used in Maximo Asset Management.

Exchange Rates Set up exchange rates for converting currencies.

Chart of Accounts Establish general ledger account fields with

definitions equivalent to those used with the rest of
your financial data processing system.

INVENTORY Item Master Define items that are 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 Define and manage purchased services.

Tools Manage information about the tools used to

perform work. Tools are typically non-consumable
items for which you charge an hourly rate.

Stocked Tools Manage existing tools in Storerooms.

Inventory Enter, display, and update information about each

inventory item.

Issues and Transfers Issue or transfer items from Storerooms, or return

items to Storerooms.

Condition Codes Create and maintain a master list of condition

codes for a particular item set.

Storerooms Add and maintain information about Storeroom

locations, as well as view the items stocked within
a Storeroom.

PLANNING Job Plans Create a detailed description of how a job is to be

performed.

130 Maximo Essentials V7.1 - Implementer’s Guide

Module and sub-module Application Description

PREVENTIVE Preventive Create, modify, and view preventive maintenance

MAINTENANCE Maintenance plans for work assets. PM records are templates
for work orders or for other PMs.

Master PM Create and modify master PMs, which are

templates for other PM records.

PURCHASING Purchase Ask the purchasing department to order materials

Requisitions or services.

Purchase Orders Purchase materials or services from an internal

supplier or an external vendor.

Receiving Receive materials into inventory and record the

receipt of services.

Invoices Record invoices and match them against purchase

orders and receipts for approval.

Request for Request and manage vendor quotations.

Quotations

Companies Manage data about manufacturers, vendors, and

other companies that do business with you.

Company Master Create company master records that belong to a

particular company set.

Terms and Conditions 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 Enables “punch-out” capability from Work Orders

and Desktop Requisitions.

RELEASE Activities and Tasks 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.

SECURITY Security Groups Grant access to sites, applications, and menu

options. A user is assigned to one or more groups
to gain access to the system.

Users Add and manage Maximo users.

Appendix A. Summary of modules and applications 131

 Module and sub-module Application Description

SELF SERVICE

Service Requests Create Service Self-service users use this application to create
Request new service requests.

View Service Self-service users can view existing service

Request requests.

SERVICE DESK Activities and Tasks 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 Create, view, and resolve service requests from

clients.

Ticket Templates Create and manage generic ticket templates that

Service Desk environments can leverage to
standardize common or high-volume service
requests, incidents, or problems.

SYSTEM
CONFIGURATION

Platform Configuration Actions Manage the administrative functions of creating

actions and action groups within Escalations.

Roles Manage roles within Maximo Asset Management.

Communication Create and manage generic communication

Templates templates that users can leverage to standardize
frequently used e-mail communications (also
known as notifications).

Database Create or modify the objects and attributes used

Configuration by Maximo Asset Management Essentials
applications.

Application Designer Create new applications (clones and custom

applications) or tailor the pages of existing
applications.

Escalations 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
service-level agreements (SLAs).

132 Maximo Essentials V7.1 - Implementer’s Guide

Module and sub-module Application Description

Cron Task Setup Manage cron tasks. Cron tasks are

behind-the-scene jobs set to run automatically and
on a fixed schedule.

Domains Maintain lists of defined values that appear in

drop-down lists (sometimes referred to as value
lists).

Logging Manage log settings and configure log files.

System Properties Manage system properties and their values used

by various product components.

Web Services 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 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 Define, create, distribute, and deploy packages.

Packages are used to transfer and deploy the
many configuration changes possible with the
Maximo Asset Management Essentials
configuration tool set from one environment to
another (that is, from a development environment,
to test environment, to production environment).

Migration Groups Create groups of configuration objects and link

related (dependent) groups to the objects that you
create. You group configuration objects to ensure
that all related configuration data is collected from
source environments and distributed to target
environments.

Appendix A. Summary of modules and applications 133

 Module and sub-module Application Description

Object Structures 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 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 Plan, review, and approve work orders for assets
and locations.

Labor Reporting Report the type and total number of hours of work
that was performed by external contractors or
internal employees.

Quick Reporting Report work on open work orders or small jobs.

Activities and Tasks Plan, review, and manage activities that can
initiate the maintenance process and create a
historical record of work being performed.

Assignment Manager Dispatch urgent work and schedule labor to

planned work requirements.

Service Requests Create, view, and resolve service requests from

clients.

START CENTER Layout and Administrator users can modify and configure the
Configuration layout of the portlets displayed on the Start Center.

All Custom Enables access to all user-created custom

Applications applications.

Favorite Application Administrators can define and edit the list of

Setup applications displayed in a Favorite Application
portlet.

Forgotten Password E-mail users their current passwords from the

Login application.

Inbox/Assignments Administrators can define and edit which columns

Setup are displayed in the Workflow assignments inbox
on the Start Center.

134 Maximo Essentials V7.1 - Implementer’s Guide

Module and sub-module Application Description

KPI Graph Setup Administrators can define and edit a KPI

graph-style portlet to display on the Start Center.

KPI List Setup Administrators can define and edit a KPI list-style
portlet to display on the Start Center.

Change Password Change a user’s password.

Quick Insert Setup Administrators can define and edit the list of
applications displayed in a Quick Insert portlet.

Result Set Setup Administrators can define and edit the query used
and columns displayed in a Result Set portlet
displayed on the Start Center.

Start Center The Start Center is an initial page displayed once

users log on to Maximo Asset Management. It
provides a dashboard-like starting point that can
display various portlets including KPIs, Result
Sets, Quick Insert, Favorite Applications, and
Inbox/Assignments.

User Self New users can register themselves as Maximo

Registration Asset Management Essentials users with a
temporary password.

Appendix A. Summary of modules and applications 135

136 Maximo Essentials V7.1 - Implementer’s Guide
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 137. Note that some of the documents referenced here may be available in
softcopy only.
򐂰 Deployment Guide Series: Maximo Asset Management V7.1, SG24-7640
򐂰 WebSphere Application Server V6 System Management & Configuration
Handbook, SG24-6451

Online resources
This Web site is relevant as a further information source:
򐂰 Maximo Asset Management online product documentation
http://publib.boulder.ibm.com/infocenter/tivihelp/v3r1/index.jsp?top
ic=/com.ibm.mam.doc_7.1/mam_welcome.htm

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

© Copyright IBM Corp. 2008. All rights reserved. 137

138 Maximo Essentials V7.1 - Implementer’s Guide
Index
Connectivity 67, 89
A Contract Correlation 6
Active Directory 47
Contract Management 6
Actuate iServer 38
Cost Reduction 3
Adapter 8, 74
Credentials 51
Add-ons 36
Cron Tasks 15, 35, 133
Administrative system 32
Currency Codes 12, 115, 130
Agent Controller 40, 48, 54
Custom Deployment 62
Application Designer 5, 15, 132
Customization 36
Application Redeployment 85
Application Server Specialist 20
Application Servers 17, 29, 39, 44, 53 D
Asset Life Cycle Phases 2 Database 5, 15, 17, 30, 39, 45, 52–53, 115, 132
Asset Management ix, 1, 3, 5, 9–10, 17, 21, 29–30, Database Administrators 20
39–40, 113–114 Database Configuration 63, 65
Assets 2, 11, 116, 129 Database Servers 47, 50
Attached Documents Configuration 95 DB2 48, 64
Automatic Notifications 6 Default Insert Site 114
Deployment 18, 24, 32, 34–35, 50–51, 54, 56
Deployment Environments 33
B Deployment Plan 51, 59
Backup Procedure 100
Deployment Plan Logs 59
Base Language 36
Deployment Plan panels 56–57
Base Services 44
Directory Server 31, 47–48, 50
BEA WebLogic 37, 39, 44
DOCLINK properties 96
Better Planning 3
BIRT Reports 38, 117, 120
Browser 30, 41, 121 E
Bulletin Board 11, 128 E-mail 128
Business Analyst 18 End Points 13
Business Intelligence Reporting Tool 117 Enterprise Asset Management 2
Enterprise Services 12
Enterprise Systems 8
C Escalations 15, 23
Capacity Planning 35
External Systems 13
Client Connectivity 89
Client Local/Regional Settings 101
Client System 33 F
CMMS 2 Firewall 101
Commissioning 2 Functional Testing 19, 25
Communication Templates 11, 15, 23, 128, 132
Company Sets 115
Competitive Advantage 3
G
General Ledger Account 23
Conditional Expression Manager 128 Generate Request Page 121
Configuration 5, 12, 14, 23–24, 132, 134 Generating Report Output 91

© Copyright IBM Corp. 2008. All rights reserved. 139

GL Codes 115 Logs 58–60, 78
Global Properties 103
M
H Machine Plan 59
Hardware Requirements 30 Materials Management 7
HTTP 54, 79, 88 Maximo Asset Management 9
HTTP Server 96 Maximo Asset Management Essentials 3
Maximo Asset Management Essentials Installation
61
I Maximo Asset Management Essentials License 82
IBM Agent Controller 48
Maximo Asset Management Essentials Supported
Industry Solutions 10
Platforms 37
Information Availability 3
Maximo Asset Management Essentials, enterprise
Initial Configuration 115
edition compared to 11
Input Summary 75
Maximo Developer 19
Installation 61
Maximo Enterprise Adapter (MEA) 8
Installation Overview 60
Message Reprocessing 13
Installing Middleware 47
Message Tracking 13
Instance Properties 103
Microsoft Active Directory 47, 73, 103
Integrating with Existing Enterprise Applications 7
Middleware 44, 47–48, 52
Integration 8, 10, 12–13, 36, 74
Middleware Images 54
Integration Specialist 20
Middleware Installation 47, 49, 55, 58
Internet Explorer Settings 102
Middleware Installer Logs 58
Internet Security 101
Migration Manager 15, 133
Invocation Channels 12
Modules 4, 13, 21, 36
Multiserver 34
J
J2EE 29, 47
J2EE Server 32, 47, 50 N
Notifications 6, 128
Java V5.1 41
JMS 69, 74
JMS DataSource name 74 O
JMS messages 74 Object Structures 12, 15, 133–134
Oracle 10, 20, 38
Organization xii, 53, 109
K
Key Performance Indicators (KPIs) 7
P
Package Options 85
L Password 52, 108, 134–135
Launchpad 40
Performance Testing 19, 25
LDAP 53, 102
Persist 74
LDAP Host Name 53
Portlet 135
Legal Requirements 3
Post-Installation Tasks 87
License 78, 82, 88
Post-MAM (base services) Installation 78
Linear Assets 5
Preinstallation Summary 76
Link Documents 36
Preventive Maintenance 6, 14, 117, 131
Logging 15, 103, 105, 133
Process Solutions 45
Logging Properties 103
Procurement 5
Logical Management Operations 13

140 Maximo Essentials V7.1 - Implementer’s Guide

Procurement Management 2, 7 Support xii, 18, 26, 77
Project Manager 18 Supported Platforms 37
Project Planning 17 System Integration 19, 25
Publish Channels 12 System Properties 14, 96, 103, 133
Purchasing 7, 14, 116 System Properties Application 103

Q T
Quick Insert 135 Task Break Down 22
TEMP 41
Testers 19
R Testing and Go-Live 18, 25
Redbooks Web site 137
Tivoli Directory Server 48, 51, 53, 73
Contact us xii
Tivoli’s process automation engine 39, 44, 60
Redeployment 85
Tracking Tools 6
Remote Access Authorization 68
Report Administration 11, 89, 118, 128
Reporting 11, 15, 90, 134 U
Reports 36, 91, 93, 118, 120, 123 Upgrade Utility 5
Request Page 94, 121 User Interface 21
Required Skills 18 User Interface Logs 58
Requisition 2, 14 User Management 108
Retirement 2 Users 4, 14, 114, 131
Roles 15, 23, 116, 132 Users LDAP Authentication 102
rpm-build Package 42
V
S Vendor Management 7
SAP x, 10, 20 Vendors and Contracts 23
Secure Socket Layer 101 Virtual Member Management 102
Security 5, 14, 23, 73, 78, 114, 116, 131
Self Service 14
Servers 33
W
Web Services Library 13
Service Desk 14
WebSphere Application Server Configuration panel
Service Management 6
72
Service Requests 14, 16, 132, 134
WebSphere Application Server V6.1 48
Service-Level Agreements 23
WebSphere Deployment Manager 70–71
Services 12, 15, 78, 88, 133
WebSphere installation directory 70
Single-server 33
WebSphere Remote Access Authorization panel
Sites 109, 114–115
68
Sizing Considerations 35
Work Management 5
SMTP mail exchange server 102
Work Order Templates 23
SOAP 67
Workflow 10, 15, 23
Software Installation 24
Workspace Location 62
Software Requirements 23, 30
Solution 21
Solution Architecture 19, 23
Solution Environment 29
SSH 44
Storerooms 130

Index 141
142 Maximo Essentials V7.1 - Implementer’s Guide
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0.17”<->0.473”
90<->249 pages
 Back cover ®

Maximo Asset
Management Essentials
V7.1 Implementer’s Guide ®

Address the needs of This IBM Redbooks publication is a guide to implementing

general business Maximo Asset Management Essentials. It provides general INTERNATIONAL
clients product information and covers the planning, installation, TECHNICAL
and initial configuration processes. SUPPORT
Plan a deployment An entry-level member of the IBM Maximo Asset
ORGANIZATION
Management product family, Essentials is ideal for smaller
Configure the organizations that require a subset of the extensive range of
environment features in the IBM Maximo Asset Management product. BUILDING TECHNICAL
With Maximo Asset Management Essentials, smaller INFORMATION BASED ON
organizations can take advantage of proven Maximo Asset PRACTICAL EXPERIENCE
Management technology, while enjoying cost savings.
Essentials enables smaller organizations and departments to IBM Redbooks are developed by
organize, track, and manage their asset and work the IBM International Technical
management processes, and to implement a maintenance Support Organization. Experts
regimen based on industry leading technology and best from IBM, Customers and
practices. Partners from around the world
create timely technical
Unlike competing solutions that are unable to grow with an information based on realistic
organization, forcing businesses to lose their initial scenarios. Specific
recommendations are provided
expenditure, Essentials is an integrated solution that enables to help you implement IT
organizations to build on their Maximo investment by solutions more effectively in
leveraging the Maximo scalable architecture. It helps your environment.
eliminate paper-based and spreadsheet-based processes
and provides custom applications. Essentials can grow with
a company so it can manage all asset classes and work
tasks from a single, unified platform. For more information:
ibm.com/redbooks

SG24-7645-00 ISBN 0738431222