IBM Maximo Asset Management Essentials v7_1 Implementers Guide

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Maximo Asset Management Essentials V7.1 Implementers GuideAddress 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 Implementers 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.

ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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.

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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

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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

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NoticesThis 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