Upgrading Maximo 4,5,6,7.1,7.5 Ed WinchesterJuly 6, 2012
© 2012 IBM Corp.
Introduction
Abstract:
� Upgrading IBM Maximo Asset Management from one version to the next version requires great planning, practice and time.
� To complete the upgrade(s) to the newer versions of Maximo, you also have to complete specific steps in order.
� There are some "checks and balances" along the different
© 2012 IBM Corp. 2
� There are some "checks and balances" along the different upgrade paths and help when you need it.
� Let’s begin with some very important Maximo upgrade concepts:
Maximo Upgrade - concepts
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� Maximo upgrade software was written for specific database products/versions (only for the versions available at that time) and the database upgrade is only supported on those versions.
– Maximo 5-6 upgrade was written – only – for Oracle 9.2.0.8 and Microsoft SQL
server 2000 SP4. So, that means, the upgrade will fail using any later version of
either Oracle or Microsoft SQL Server.
Maximo Upgrade - concepts
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� Installed products must match between source and destination before upgrading the database.
Example: Maximo with Calibration, Transportation and Project Adapter on
6.2.x means you need to install Maximo with Calibration, Transportation
and Project Adapter on 7.1.1.x before upgrading the database.
Maximo Upgrade - concepts
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What is Maximo Upgrade 6.5.1.1 (Maximo 5.x/6.x upgrade/update)?
� Maximo 6.2 installations can no longer be distributed – Actuate Remediation. Therefore, the Maximo 6.5.1.1 was created as a remediated and non-operational Maximo 6.2.5 directory containing the upgrade utilities. This directory structure can be used to upgrade/update your Maximo 5.x/6.0/1/2 database to Maximo 6.2.8 in preparation for upgrade to Maximo 7.1.1.10.
� Database connections - make sure there is a working database connection. ODBC for SQL Server as well. Watch imported DB.
� Network connections for multi-server and internet for ear building
� Utility connections – paths, properties files
� Security connections - permissions
Maximo Upgrade - concepts
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� Supported by upgrade– All data– Any configurations done with the Maximo configuration tools– Data model– User interface and presentation layer– Workflow processes– Data validations and defaults– Integration definitions
Maximo Upgrade - concepts
© 2012 IBM Corp.
– Integration definitions– Escalations
� Not supported by upgrade– Database schema or objects changed outside of Maximo database
configuration– Database objects created (i.e. stored procedures, triggers, views,
synonyms)– Custom extensions of Maximo code– Moving from one database platform to another
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Full MAXIMO Upgrade path 4.1.1 to 7.5.0.2
MAXIMO Software Versions
4.1.1P8
Upgrade 4.1.1 to 5.1
5.1PO
Upgrade 5.1 to 6.2 :=====::::::: 5.1PS
Upgrade 5.2 to 6.2 S.2P5
6.0
Upgrade 6.0/6.1 to 6.2 .....----.....
6.1
This 6.2.5 version i s non-operational
i nimum Upgrade relea5e 6.2.6.1 (Remedlaled
Upgrade 6.2 to 7.1
IBIR�l�...!:tl ........
'Ut.x
= �
Upgrade 7.1 to 7.5
7.S.0.1
7.S.0.2
-
7.1.1. 9 ..,_1_.1_.1_.10__, -
5.x Control Center
• • x
needs upgrade utilities
Database products/Versions
Oracle 9.2.0.8 MS SQL 2000SP4
Oracle 9.2.0.8 MS SQL 2000SP4
der vendor versions are out-of - s upport
Dl2 8.2,t.1
Oracle 9.2.0.8, 10 MS SQL 2000SP4, 2005SP2
Otder vendor versions are out-of-support
DB2 8.2, t.1, 1.5
Orade 10, 11 MS SQL 2005SP2, 2008
New database created during lnst all adon,. updated duri ng tho fhcpack
instal l, t hen d atabase not used.
Dll29.7
Orade 10, 11 MS SQL2008
WebServer products/Versions
No WebServer Supported
WebSphere S Weblogic7
ebServer required to apply patches., Ider vendor versions are out-of-supp
Since the webserver versions are superseded in the Maximo 7.5,
recommend installing the 7.5 webserver ersions below instead of these versions.
7 .5.0.2 Runs-On support for WebSphere 8
Maximo Upgrade: Nuts & Bolts
An overview of both upgrade requirements and environments along with how to upgrade from one Maximo release to other Maximo releases.
� Maximo 4.1.1 to 5.1
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� Maximo 5.x to 6.2.8
� Maximo 6.0/1 to 6.2.8
� Maximo 6.2.8 to 7.1.1.10
� Maximo 7.1.1.10 to 7.5.0.2
Breakdown: Prepare & Upgrade 4.1.1 to 5.1
•Request and install the Maximo 4.1.1 Patch 8, if needed.
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•Request and install the Maximo 4-5 Upgrade utilities from IBM
•Complete the pre-upgrade steps – see upgrade guide.
•Also, MIG, MEA, SAP, PeopleSoft, E-commerce considerations.
•Complete the upgrade by passing each phases of the upgrade utilities:
•Integrity Checker, Validation and Upgrade phases
•Complete post-upgrade steps – see upgrade guide
•Target release will be Maximo 5.1.0 (No Patch)
Maximo 4.1.1 to 5.1 Upgrade utilities
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� The integrity checker utility checks the current database and reports on common errors. The integrity checker does not identify all of the data errors that might exist. However, you must correct all errors found by the integrity checker before you can run the validation utility.
� The integrity checker utility updates the MAXVARS table to indicate whether the integrity check completed successfully. You must run the integrity checker utility without errors before you can run the validation utility.
Maximo 4.1.1 to 5.1 Upgrade utilities
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� The validation utility checks that valid data in the source Maximo database that needs user intervention is transformed correctly before the upgrade can proceed. For example, you might need to provide a unique e-mail address for users whose e-mail address is not unique.
� The database must pass the validation check successfully with no errors before you can run the validation utility.
Maximo 4.1.1 to 5.1 Upgrade utilities
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� You use the upgrade utility to perform the actual database upgrade. Depending on the size of the database the upgrade can take hours… or more.
Maximo Upgrade Nuts & Bolts
� Maximo 4.1.1 to 5.1
� Maximo 5.x to 6.2.8
� Maximo 6.0/1 to 6.2.8
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� Maximo 6.0/1 to 6.2.8
� Maximo 6.2.8 to 7.1.1.10
� Maximo 7.1.1.10 to 7.5.0.2
� Before you do anything, backup both the database and the Maximo directory so you have a beginning recovery point.
� Throughout the upgrade process, there are also additional database backups (recovery points) – don’t skip them!– Post-Validation Utility
Maximo Upgrade – recovery point
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– Post-Validation Utility– Post-Upgrade Utility– Post-Updatedb script
Breakdown: Prepare the Maximo 5.x environment
� Three available upgrade launch release versions for Maximo 5.x:
– 5.1P0 (upgrade from 4.1.1), 5.1P5 and 5.2P5+.
� If your system is not at one of the upgrade launch release versions, you will
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� If your system is not at one of the upgrade launch release versions, you will need to request and install the needed patches from IBM to update the
database to the nearest upgrade launch release version, this includes:
– Maximo 5.x Core patches
– Maximo 5.x Industry Solution patches, if applicable.
� To install a patch for a Maximo 5.x releases, you have to have a supported
and running webserver so that when you run the Maximo 5.x patch installation, the webserver can update the database.
� In case the Integrity Checker says to run Database Configuration, you will have to run the appropriate 5.x Control Center/Database Configuration. Hint: The database is still a 5.x database.
� Request and install Maximo 6.5.1.1 Upgrade package by unzipping the file – makes a “new” Maximo 6.2.5 directory named: Upgrade6511.20101124, then modify maximo.properties to point to the
Breakdown: Prepare the Maximo 6.2.8 environment
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Upgrade6511.20101124, then modify maximo.properties to point to the Maximo 5.x database
� Download/install the Maximo 6.5.1.1 cumulative hotfix from: www.ibm.com/support/docview.wss?uid=swg24024327
� Download and install the Maximo 6.2.8 fixpack (point the install to new directory above) and, if applicable, also download/install Maximo 6.2 Industry Solution/patches/fixpack packages.
� If SQL Server, also request and install the latest Maximo 6.2.8 hotfix.
Breakdown: Upgrade 5.1/2 to 6.2.8
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� Complete the pre-upgrade steps.
� Run the Upgrade utilities (upgradeui) from the Maximo 6.2.8 directory. Only
upgrades the database from Maximo 5.x to Maximo 6.0.0
Important Note: If Integrity Checker says to run Database Configuration you should
only run Database Configuration from the 5.x Control Center – hint: Database is
still 5.x.
� Complete the database upgrade to Maximo 6.2.8 by completing the post-upgrade steps.
Maximo 5.x to 6 Upgrade Utilities
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Maximo Upgrade Nuts & Bolts
� Maximo 4.1.1 to 5.1
� Maximo 5.x to 6.2.8
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� Maximo 6.0/1 to 6.2.8
� Maximo 6.2.8 to 7.1.1.10
� Maximo 7.1.1.10 to 7.5.0.2
Breakdown: Prepare and Update 6.0/1/2 to 6.2.8
� Request and install Maximo 6.5.1.1 by unzipping file - makes “new” Maximo 6.2.5 directory named - Upgrade6511.20101124, then modify maximo.properties to point to the Maximo 5.x
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named - Upgrade6511.20101124, then modify maximo.properties to point to the Maximo 5.x database.
Note: The original Maximo 6.x directory is not used for the upgrade, only use the newly created
directory by unzipping the Maximo 6.5.1.1..
� Download and install the Maximo 6.5.1.1 latest cumulative hotfix from:www.ibm.com/support/docview.wss?uid=swg24024327
� Download and install the Maximo 6.2.8 fixpack (point the install to new directory above) and, if applicable, also download/install Maximo 6.2 Industry Solution/patches/fixpack packages.
� If SQL Server, request and install the latest Maximo 6.2.8 hotfix.
� Complete the database upgrade to Maximo 6.2.8 by completing the post-upgrade steps
Maximo Upgrade Nuts & Bolts
� Maximo 4.1.1 to 5.1
� Maximo 5.x to 6.2.8
� Maximo 6.0/1 to 6.2.8
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� Maximo 6.0/1 to 6.2.8
� Maximo 6.2.8 to 7.1.1.10
� Maximo 7.1.1.10 to 7.5.0.2
Breakdown: Prepare the Maximo 7.1 Database
� So, the supported database
product versions change
between Maximo versions – most companies are using a -2 version
philosophy.
� So, when you upgrade from Maximo 6.2.8 to 7.1.1.10, that is
the ideal time to move to a later supported database product
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supported database product version.
Note: Maximo 4 to 5 to 6 can really stay
on the same database product
version for those particular upgrades.
� So, I recommend moving to the
“latest” supported database product version because that
version will have the longest “support shelf-life”.
Prepare the Maximo 7.1 Webserver – hard way
� So, here is how things “should go” (WebSphere example):
1. Install Maximo 7. 1 Middleware - WebSphere 6.1
2. Install Maximo 7.1 (7.1.1.5)
3. Install Maximo 7.1.1.10 fixpack (supports
WebSphere 7)
<Upgrade the 6.2.8 database to 7.1.1.10>
1. Uninstall WebSphere 6.1
2. Install Maximo 7.5 Middleware - WebSphere 7
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2. Install Maximo 7.5 Middleware - WebSphere 7
… that’s a lot of WebSphere juggling – right?
� Since WebSphere 7/WebLogic 10 are supported by both
7.1.1.10 and 7.5., why not install WebSphere 7/WebLogic
10 to begin with and skip the install/uninstall business…
I HOPE YOU SEE MY POINT? But, it is a little tricky…
Prepare the Maximo 7.1 Webserver – easy way
� So, here is how things “can go” (WebSphere example):
1. Install Maximo 7. 5 Middleware - WebSphere 7
2. Install Maximo 7.1 (7.1.1.5)
3. Install Maximo 7.1.1.10 fixpack (supports
WebSphere 7)
<Upgrade the 6.2.8 database to 7.1.1.10>
… now you are ready for the Maximo 7.5 Install/Upgrade
part.
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� Here’s the tricky part…– If you are going to use WebSphere, download the 2 - Maximo
7.1 Launchpad packages (unzip into a single directory), but don’t download the 3 - Maximo 7.1 Middleware packages.
– Also, download the 2 - Maximo 7.5 Launchpad packages (unzip into a single directory) and download the Maximo 7.5 Middleware packages – there are 3 packages (unzip into single directory).
Tip: As a time saver, if you are just installing WebSphere, download only the largest of the 3 Middleware packages.
Note: If you are not using either WebSphere or DB2 for your middleware products, you don’t need to download any of the Maximo Middleware packages.
Prepare the Maximo 7.1 Webserver – easy way (Cont)
Back to our story…
� After unzipping both Maximo 7.5 Launchpad packages into a
single directory, open a DOS Prompt, change to that
directory and execute the following:
cd Install\MWI
mwi-console
Note: mwi-console is one of the Middleware executables to start
the Middleware installer outside of the Launchpad – during
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the Middleware installer outside of the Launchpad – during
the Middleware install, point to the Maximo 7.5 Middleware
directory to install WebSphere 7.
� Once the Maximo 7.5 Middleware installation is complete,
unzip both Maximo 7.1 Launchpad packages into a single
directory, open a DOS Prompt and change to that directory
and execute the following:
launchpad
� Complete the install of both Maximo 7.1 (7.1.1.5) followed
by Maximo 7.1.1.10 fixpack.
� Complete the pre-upgrade steps from the
upgrade manual.
� Download and install the Middleware.� Download and install Maximo 7.1 (7.1.1.5)� Download and install the Maximo 7.1.1.10
fixpack (point the install to the existing 7.1.1.5 \ibm\SMP directory).
� If applicable, also download/install Maximo
7.1.1.x Industry Solution/patches/fixpack
Breakdown: Upgrade 6.2.8 to 7.1.1.10
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7.1.1.x Industry Solution/patches/fixpackpackages.
� Run the Upgrade utilities (upgradeui) from the
Maximo 7.1.1.10 directory. Only upgrades the
database from Maximo 6.2.8 to Maximo 7.1.1.0
Important Note: If Integrity Checker says to run
Database Configuration you should only run configdb from the 6.2.8 directory– hint:
Database is still 6.2.8. � Complete the database upgrade to Maximo
7.1.1.10 by completing the post-upgrade steps,
Maximo 6.2.x to 7.1.1.x Upgrade utilities
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Maximo Upgrade Nuts & Bolts
� Maximo 4.1.1 to 5.1
� Maximo 5.x to 6.2.8
� Maximo 6.0/1 to 6.2.8
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� Maximo 6.0/1 to 6.2.8
� Maximo 6.2.x to 7.1.1.10
� Maximo 7.1.1.x 7.5.0.2
Breakdown: Upgrade 7.1.1.10 to 7.5.0.2
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� Complete the pre-upgrade steps from the Maximo 7.1 to 7.5 upgrade guide.
� Download and install the Middleware (if needed)� Download and install Maximo 7.5.0.0 (point the existing 7.1.1.10 \ibm\SMP
directory).� Download and install the Maximo 7.5.0.2 fixpack
� If applicable, also download/install Maximo 7.5.0.x Industry Solution/patches/fixpack packages.
� Complete the database upgrade to Maximo 7.5.0.2 by completing the post-upgrade steps.
Special: MAXIMO Upgrade 4.1.1 to 7.5.0.2
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Special: MAXIMO Upgrade 5.x to 7.5.0.2
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Maximo Upgrade – go shopping!
Requesting/Downloading software from IBM
Shopping List
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Requesting/Downloading software from IBM
IBM Maximo Upgrade Resources – fill out and submit the request form for upgrade software
packages/programs and for updated information about Maximo Upgrades
https://www-304.ibm.com/support/docview.wss?uid=swg21266217&wv=1
IBM Passport Advantage – sign in with your IBM login ID – this is where you can download
your authorized “installation” packages from
© 2012 IBM Corp.
your authorized “installation” packages from
www.ibm.com/software/howtobuy/passportadvantage
IBM FixCentral - sign in with your IBM login ID – this is where you can download your ”fixpack”
packages from
www.ibm.com/support/fixcentral/
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Shopping List:Maximo 4.1.1 to 5.1
� Maximo 4.1.1 Patch 8 (Request form)� Maximo 4-5 Upgrade utilities (Request form)
Maximo 5.x to 6.2.8� Maximo 5.x Core patches (Request form)� If applicable, Maximo 5.x Industry Solution patches (Request form)� Maximo 6.5.1.1 Upgrade package (Request form)� Maximo 6.5.1.1 latest cumulative hotfix from:
www.ibm.com/support/docview.wss?uid=swg24024327� Maximo 6.2.8 fixpack (FixCentral)� Maximo 6.2.8 latest hotfix (contact support)
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� Maximo 6.2.8 latest hotfix (contact support)� If applicable, Maximo 6.2.x Industry Solution (Passport Advantage)
Maximo 6.2.8 to 7.1.1.10� IBM Tivoli Middleware Installer 1 of 3, 2 of 3, 3 of 3 (Passport Advantage)� IBM Maximo Asset Management Launchpad 7.1 - 1 of 2, 2 of 2 (Passport Advantage)� Maximo 7.1.1.10 fixpack (FixCentral)� If applicable, Maximo 7.1.1.x Industry Solution (Passport Advantage)
Maximo 7.1.1.10 to 7.5.0.2� Tivoli Middleware Installer Images V7.5.0, 1 of 3, 2 of 3, 3 of 3 (Passport Advantage)� IBM Maximo Asset Management V7.5.0, Launchpad 1 of 2, 2 of 2 (Passport Advantage)� Maximo 7.5.0.2 fixpack (FixCentral)� Maximo 7.5.0.2 Interim fix (IFIX) (FixCentral)� If applicable, Maximo 7.5.0.x Industry Solution (Passport Advantage)
Other upgrade related links
Upgrade Frequently Asked Questions (detailed upgrade scenario)https://www-304.ibm.com/support/docview.wss?uid=swg21368150
Upgrade Requirements Matrix (Industry Solution version matrix)https://www-304.ibm.com/support/docview.wss?uid=swg21440174
© 2012 IBM Corp.
Configuration Maxtrixhttps://www-304.ibm.com/support/docview.wss?uid=swg27014419
Potential security vulnerability when using Web based applications on IBM WebSphere Application Server due to Java HashTable implementation vulnerability (PM53930/PM57565) – WebSphere 7.0.0.21
https://www-304.ibm.com/support/docview.wss?uid=swg21577532
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Questions
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Backup slide
� Completing the Maximo 5 to 6 upgrade on any other database product versions than the
certified database products - Oracle 9.2.0.8 and SQL Server 2000 SP4 – is not supported
and is not recommended as other database product versions had not been released
when the version 5 to version 6 upgrade was released about 4 years ago. This did not
allow us to QA the upgrade software on any other database product versions. There are
currently no plans to develop or QA a supported version 5 to version 6 upgrade on any
other database product versions nor do we have a list of reported issues by any
customer who may have attempted to perform this upgrade using anything other than the
prescribed version of either Oracle or SQL Server for this upgrade. Performing your
© 2012 IBM Corp.
prescribed version of either Oracle or SQL Server for this upgrade. Performing your
version 5 to version 6 upgrade on other database product versions could impact the
integrity of your data and render your system inoperable post upgrade as well as
complicate future upgrades (version 6 - 7, etc.) for you.
1. The upgrade tools have been tested against 100s of upgrades at this time and take into
account all interdependencies.
2. There are archiving options for pre-upgrade that you could consider.
3. You also might consider hiring IBM Services (via your Sales representative) or a
independent consultant to assist in this upgrade effort.
4. Lastly, upgrading your data incorrectly can render your system inoperable and possibly
unsupported post upgrade as well as complicate future upgrades.
Notes
� End of Support of Maximo 6.2.x is September 2013
� Must be at 7.1.1.10 to upgrade to 7.5.0.2
� Will be 2 release streams– 7.1.1.11 Fix Pack – 7.5.0.3 Fix Pack
� All products must be at 7.5
© 2012 IBM Corp.
� All products must be at 7.5– Cannot upgrade one product to 7.5 and others at 7
� Maximo 7.5 upgrade - No upgrade utilities like in previous upgrades– No upgradeui– No 7.5 Integrity Checker success before upgrading
– No Validation success before upgrading
– No upgrade program
� Maximo 7.5 upgrade - Database upgrade done via updatedb