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Education Maximo Users Group - San Antonio, TX Mike Stasiewicz Senior IT Specialist – IBM Maximo. December 16, 2008. Agenda. Overview of Migration Manager Work Management Enhancements Overview IBM Maximo Linear Asset Manager 7.1 Security Reporting. Migration Manager Overview.

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education maximo users group san antonio tx mike stasiewicz senior it specialist ibm maximo

Education Maximo Users Group - San Antonio, TXMike StasiewiczSenior IT Specialist – IBM Maximo

December 16, 2008

agenda
Agenda
  • Overview of Migration Manager
  • Work Management Enhancements Overview
  • IBM Maximo Linear Asset Manager 7.1
  • Security
  • Reporting
content is migrated in packages
Content is migrated in packages
  • Package
    • Package is a container for product configuration content
  • Package has a life-cycle; package is:
    • Defined
    • Created
    • Distributed
    • Deployed

Source Maximo instance

Target Maximo instance

Define

Create

Distribute

Deploy

redistribution example

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

XML

ZIP

ZIP

ZIP

ZIP

ZIP

ZIP

ZIP

ZIP

ZIP

ZIP

Redistribution Example

Production Server 2

Production Server 3

Production Server 1

PROD DB

PROD DB

PROD DB

1

Configurations created and updated as needed

3

Redistribute from test to production

Redistribute to migrate ‘golden’ packages to production

2

Testing proceeds until exit criteria met

Distribute to test

Iterative create/distribute/test

Test Server

Development Server

DEV DB

TEST DB

move swap modify action
Move/Swap/Modify Action
  • The Move/Modify Asset action is being enhanced in a number of ways. The action will now be called Move/Swap/Modify
  • A true ‘Swap’ option is now offered where an asset can be swapped out for a replacement
automated process flow for work orders
Automated Process Flow for Work Orders
  • Embedded work flow process in Job Plans and Work Orders
  • Automatically ‘start’ new records when all predecessors are completed
  • Automatically complete work orders when all tasks have been completed
  • Do not allow inheritance of start and complete status changes
  • Optionally turn on this feature or not
view work detail action
View Work Detail Action
  • The existing View WO & PM action is being enhanced. It will now be called View Work Details.
  • This action will now display both Work Orders and Tickets in a single work view.
    • All classes of records will be displayed and identified
  • The old View Tickets action will be replaced by this new action
new activities tasks application
New Activities & Tasks Application
  • The existing Activities application will be replaced by a new ‘Activities & Tasks’ application
  • Designed to farm work out to laborers/technicians
  • Similar to Quick Reporting
  • Designed for executing single Tasks or Activities
    • Not designed for hierarchies
    • Not designed for planning
  • Screens have been pared down for ease of use
attached documents on work tasks and job tasks
Attached Documents on Work Tasks and Job Tasks
  • Job Plan Tasks and Work Plan Tasks will need to support attached documents
  • Paper Clip icons and standard Attached Doc functionality will be added to the Job Plan Tasks and Work Order Tasks
  • Attachments on Job Plan Tasks will be copied to the subsequent Work Order Tasks.
nested job plans
Nested Job Plans
  • Nested Job Plans allow Work Order hierarchies to be created
  • If a Job Plan Task has a Nested Job Plan defined, it will create a child work order instead of a task
allow all item types on job plans
Allow All Item Types on Job Plans
  • Items can be associated with Job Plans to determine what work will be required if an item is purchased.
  • The change allows ALL types of items to be associated – Service, Tool, Material.
new job plan template type field
New Job Plan Template Type Field
  • A new field will be added called Template Type
  • Valid Values:
    • MAINTENANCE – Traditional Job Plans
    • ACTIVITY – Activity Template
    • PROCESS – Process Template
linear 101

Trails

Rails

Roads

Pipelines

Linear 101
  • A linear asset covers a distance, and that distance directly impacts the maintenance of the asset.
slide18
Enhanced Flexibility
  • Increased Ease of Use/Administration
  • Maximo Authentication
  • LDAP Integration
ability to conditionally set security on individual data elements per group
Ability to conditionally set security on individual data elements per group
  • Only fetch asset records from the database when the type is IT
    • Create a condition
    • Create a Data Restriction
data restrictions row and attribute security
Data Restrictions (Row and Attribute Security)
  • Set conditions for access everywhere an object or attribute is used
  • Hidden, read-only, required, qualified
  • Globally or per security group
signature option on a control
Signature Option on a Control
  • Application Designer
  • Add/Modify Signature Options
  • Control Properties Dialog
    • Tie the Control to a SIGOPTION to set on/off access
ldap integration
LDAP Integration
  • Enhanced standard integration with external directories (LDAP) including ITDS
reporting roadmap
Reporting Roadmap

future

2001

2005

2008

slide26

Why Are We Changing Reporting Tools?

1. Eliminate Complex Installs

2. Eliminate Platform Support Dependency Issues

  • Database/ Web Servers / Appservers / Adobe Reader

Enables Focus on Reporting Functionality

slide28

2. Report Scheduling

Benefit: Offload Processing to Non-Peak Hours

PLUS

User Managed Scheduling

At Single Time in Future OR

Recurring

Performance