FLMUG Muwg fall 2014 maximo upgrade session

© 2014 IBM Corporation

Everything you always wanted to know aboutupgrading to the latest version of Maximo

Chuck Bandy, Principal Sales Engineer [email protected]

Boosting your business to the latest Maximo release

Many thanks to Kim Woodbury, Katie Doyle, Darlene Nerden, Don Woodward and Ron Wallace for collaborating on presentation

© 2014 IBM Corporation2

Next version of Maximo coming soon!

• Announcement of 7.6 in 4Q 2014

• Functionality

• User Experience

• Cognos entitlement


You are ready to upgrade!

What’s on your mind?

How will mybusinessbenefit?

Do I havebudget?

What is myJustification?

Am I currentwith my ITstandards?

Do we havethe rightskills?


You’re going to upgrade Maximo and you’ve made the right choice!

• Maximo is the Market Leading solution and you are entitled to thelatest version!

• Top ranked by IDC, Gartner and ARC Advisory

• Current IT Platform Support (middleware / OS / browsers)

• Industry Solutions – Maximo for: Utilities, Transportation, Life Sciences, Nuclear Power, O&G, Service Providers

• Maximo for Inventory Insights, SaaS available

• New add-on’s and features, including: Health Safety & Environment Manager

Scheduler

Anywhere Mobile

• End Of Support of Maximo 7.1 in April 2015 No calling Support

No more fixpacks


2013 Proposed End of Support dates

• Maximo 6.2 End of Support Effective September 30, 2013

• All 7.1 products (Maximo and TSRM, CCMDB, TAMIT)

• Announce: September 2013

• Effective: April 2015

May 2008 Sept. 2013 April 2015

InitialGA

Release7.1

2009 2010 2011 2012

AnnounceEOM/EOS

R7.1

Dec. 2014 2016 2017 2018

EOSEffective

R7.1

ExtendedSupport

18 months Extended Support3 years

5 years

IBM Software Support Lifecycle Support policy:http://www-01.ibm.com/software/support/lifecycle/lc-policy.html

IBM Support Lifecycle list of Maximo Products:http://www-01.ibm.com/software/support/lifecycleapp/PLCSearch.wss?q=Maximo&scope=G821126W33273S39&ibm-view-btn.x=14&ibm-view-btn.y=12&ibm-view-btn=Search&sort=P

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is forinformational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or

functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .


Maximo Release Life Cycle timeline

R5.2

R6.2

R7.1

R7.5

9/10

9/13

10/03 9/09

12/06 4/12

4/155/08 9/13

4/11

R 7.next

4/18

9/16

tbd

= Initial release date = EOS announce date = EOS effective date = Extended support end date

2003 2006 2010 2012 2014 2016 2018 2020 20222008 2024

End of Servicedates for

R7.1/R7.2 (IT)


Maximo 7.5 – Expanded Footprint (new apps in bold blue)

AssetManagement

KPIs / Reporting / Ad-hoc Reporting / Cognos Integration

WorkManagement

MaterialsManagement

Purchasing

Locations

•Repair Facilities

Asset

• Asset Templates

Failure Codes

Linear Assets

•Visual Control

Condition Monitoring

Meters

Meter Groups

•Request for Quotation

Receiving

Receiving Inspections

•Shipment Receiving

Purchase Requisitions

•Invoices

•Invoice Reversals

Purchase Orders

•Revisioning

•Receipt Tolerance

Desktop Requisitions

Item Master

Storerooms

Inventory

•Inventory Usage

•LIFO/FIFO Costing

•Consignment

•Transfer via

Shipment

•Default Costing

Condition Codes

Stocked Tools

Service Items

Job Plans

•Revisioning

Work Order Tracking

•Assignment Tab

•Hard/Soft Reservations

•Repair Facilities

Safety

Quick Reporting

Labor/Crafts

Tools

Preventive Maintenance

• PM Forecasting

Master PM

Assignment Manager

Enhanced Workflow – Event Driven, Context-based / Escalation Manager

ContractManagement

Purchase Contracts

Master Contracts

Warranty Contracts

Lease/Rental Contracts

Labor Rate Contracts

•Premium Pay Rates

Payment Schedules

ServiceManagement

•Service Groups

•SLA Management

Change Management

- Incidents

- Problems

- Changes

- Releases

- Solutions

Security/Administration/Configuration – Automation Scripts, Migration Manager

Integration/Web Services – Import & Export direct from applications


IBM Maximo Asset Management – 7.6

Expanded capabilities to support business intelligence

Intuitive navigation for users

Increased Serviceability

Improve visibility, increase resource utilization and reduce costs

Focus on User Experience – new look and feel,expanded start center configuration options

Analytical insights through Reporting, KPI’s andDashboards improved performance, increased useraccess and better tools to monitor the health of yourbusiness

Functional Enhancements improved crewmanagement and service addresses to support maps

Technology Improvements – expanded install andplatform support

Built-in Mobility Capabilities – through Everyplace

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is forinformational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or

functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .

Q42014


New Offerings with Maximo 7.5

IBM Maximo Health,Safety and Environment

Manager

Eliminates defects to deliversafe and reliable operations

Identifies safety climateissues and audit safety

barriers

Single point of entry -eliminates confusion

Manage complexity and risk byenabling increased visibility and

automation

Support for optimizationmodels, automated labor

and crew assignment

Replaces the need for pureplanning and scheduling

tools

Effective resourceutilization through

optimized work schedules

Improves the ability torespond quickly to

emergency situations

IBM Maximo Scheduler

Supports users in bothconnected and

disconnected scenarios

Protected Investmentfrom previous mobile

entitlements

Easily tailor the mobile UI,for delivered applications

IBM Maximo Anywhere

Introduce the 'next'generation mobile

solutions


Upgrade Considerations and Timing

How long does it take end to end

• Where are you starting - 5.2? 6.2? 7.1?

• Go-live downtime limitations

o Ruins your holidays /weekends

• How many configurations and customizations have been implemented?

o Like for Like vs. Plain Vanilla

o Consider Business Process transformation

o Evaluate using ‘new’ OOTB features or using alternative methods (scripts)

• Size and complexity of Database(s)

o Data scrubbing – Utilize Archiving tools

o Industry solutions may need application edits due to added features

• Dependant on number of integration points

• Training requirements

• Team size and availability


Upgrade Considerations and Timing

• Upgrade vs. Fresh Install?

Quality of existing data – targeted data migration

• Consolidate multiple instances of Maximo?

Leverage Multi-site/Multi-Org

• Custom Reports – are you using BIRT yet?

• Don’t forget about mobilizing your workforce!

START NOW!

Average upgrade can take 3 – 12 months depending

on answers to the above questions…


Upgrade Requirements

Relative Upgrade complexity from one Maximo version to the next

Maximo4.1.1 to

5.2

Maximo5.2 to 6.2

6.5.1.1UpgradeUtilities

Required

Maximo6.2 to

7.1.1.12

Maximo7.1 to 7.5

Maximo7.5 to 7.6


Upgrade Process - Best Practices

• Can’t upgrade ‘in-place’ – need a new target environment

Infrastructure assessment

New DB instance

• Multiple Iterations (minimum 3)

TEST, TEST, TEST

Trial/Dry-run/Go-Live

Expect remediation throughout the iterations

• Incorporate end user ‘champions’ in testing

Eliminate issues early in the process

Ensures performance

Promotes early adoption

• Focus on Data migration first

Reports/UI/Integrations after you’re in the target environment

Use 7.5 Migration Manager for promoting Configuration Edits on an Upgraded database


Upgrade Process - Best PracticesExample: 7.5 Migration Manager promoting Configuration Edits on an Upgraded database

Copy DB

UpgradeServer

Dev DB

Dev Server

PROD DB

Maximo 4, 5 or 6Production

Server

Snapshot copy ofProduction database

Upgrade the databasecopy of Production

11

2

Source DB

Test Server

Copy DB

Upgrade Server

Target DB

Maximo 7Production

Server

3

Upgrade the databasecopy of Production

4

Promote Upgradeddatabase to Production

5

Configuration / Edits toupgraded database

PromoteConfigurations /

Edits usingMigration Manager

6


Upgrade checklist or mini project plan

• 30 to 50% of the overall upgrade timeline should be invested in planning

• Create plans for key governance areas such as

Overall Project Management Plan (including the project schedule itself)

Cost Management

Quality Management

Risk Management

Stakeholder Management

Transition to Operations Plan

• Be realistic about level and availability of in-house skills

• When time is running short, do not short-change the testing cycle; stickto the plan!

• Include product champions in all planning and delivery

• Factor in time for practice runs of various processes including datavalidation and loading


Sample of a Generic Upgrade Plan

• Upgrade planning documentation is worth its weight in gold• Learn from those who have gone before you• Network with colleagues and peers• Inform IBM of your pending upgrade; request feedback on your project plan


Next steps

• Honest assessment of in-house skills

DB Admin

Technical DB upgrade utilities

Installation

Middleware configuration

Report design

Java/Customizations

Integration Framework

Maximo Administration

• Determine the need for outside assistance

IBM Services – consider remote technical services

Business Partners or Hybrid – combination of in-house and external

• Get the latest release from Passport Advantage

• Build a Maximo 7.5 / 7.6 sandbox

• Maximo trial upgrade

AssessStrategy


Next steps

• Make a technical assessment of how best to proceed Data integrity

Screens

Reports

Integrations

• Evaluate existing Maximo Reports Version 6 had Actuate, Business Objects / Crystal, External Reports integration

Version 7 added BIRT and provided Actuate for upgrades from version 6

Version 7.5 added Maximo Business Intelligence Packs for Cognos:

Delivered 20 Metric Reports & 5 Metric Workspace Displays

• Work Order Metrics

• Asset Metrics

• Asset FailureMetrics

• Supply Chain Metrics

Version 7.6 is adding Business Intelligence Dashboards, new KPI applications,additional ad hoc reporting with calculation capabilities, and user and systemperformance features


Analytics and Reporting for better visibility and decision making• Maximo BI Packs utilize Cognos workspaces and metrics to answer key business questions.

• Provide a number of new dashboards to highlight work, asset and supply chain insights aswell as improve performance and usability within reporting and KPI’s.

“Excellent! Meets Needs of ‘Turn them Loose’ User” BP, Cummins“Really Like Continuous Delivery Method” Kaiser“What do we need to do to get this in our environment now?” Southern


Resources

• Maximo Info Centerhttp://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/index.jsp?topic=/com.ibm.mam.doc/welcome.html

• Maximo 7.5 What’s Newhttp://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/index.jsp?topic=/com.ibm.mam.doc/overview/whatsnewmam75.html

• System Requirements

https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBMMaximo Asset Management/page/System requirements

• Upgrade Resourceshttps://www.ibm.com/support/docview.wss?uid=swg21266217

• Upgrade Frequently Asked Questionshttps://www.ibm.com/support/docview.wss?uid=swg21368150

• Upgrade Requirements Matrixhttps://www.ibm.com/support/docview.wss?uid=swg21440174


Resources

• Maximo Preview Site

http://www-01.ibm.com/support/docview.wss?uid=swg21499350

• Enterprise Adapter Upgrade Considerationshttps://www.ibm.com/support/docview.wss?q1=upgrade&rs=3214&uid=swg21306367&context=SSLKT6&cs=utf-8&lang=en&loc=en_US

• WebSphere Settingshttps://www.ibm.com/support/docview.wss?uid=swg21498645

• Maximo 7.5 Packaginghttps://www.ibm.com/support/docview.wss?uid=swg21498420

• Configuration Maxtrixhttps://www.ibm.com/support/docview.wss?uid=swg27014419

• Pre-Req Checkerhttps://www-304.ibm.com/support/docview.wss?uid=swg21498097

• Maximo wikihttps://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM MaximoAsset Management


IBM Resources

Engage IBM technical sales to continue the conversation• Coodinate health check, verify system requirements

• Richard Davis – Manager [email protected]

Clients west of the Mississippi

• Chuck Haag [email protected]

• Chris Dull [email protected]

Clients east of the Mississippi

• Chuck Bandy [email protected]

• Fred Balagna [email protected]

Additional Maximo User resources:The Official Tivoli User Community http://tivoli-ug.org/

Maximo Users Group http://www.maximousers.org/

Maximo Development Blog http://maximodev.blogspot.com

Maximo User Yahoo Group https://groups.yahoo.com/neo/groups/MAXIMO/info

Maximo Developers Yahoo Group https://groups.yahoo.com/neo/groups/MAXIMO_DEVELOPERS/info


Training Options

• Range of courses available from IBM Business partners New Features

Administration

http://www-304.ibm.com/jct03001c/services/learning/ites.wss/zz/en?pageType=page&c=a0011023


INSTALLATION OVERVIEW


Maximo 7 Installation Overview

• Middleware Middleware installer for IBM middleware

• Process Automation Engine (Maximo) Contains common functionality Tivoli process automation engine

• Process Solution Installer (PSI) Provides a common deployment mechanism for Process Solutions

• Deployment Engine (DE) DE database contains information regarding products installed

(c:\ibm\smp\ctg_de\acsi)

• Fix Pack Collection of APAR fixes

Uses PSI to install


UPGRADE PROCESS


Process Notes

• End of Support of Maximo 6.2.x was September 2013

• Must be at 7.1.1.12 to upgrade to 7.5.0.5

• Will be 2 release streams

7.1.1.13 Fix Pack

7.5.0.6 Fix Pack

• 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


Process Notes

• 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

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


Upgrade Requirements


Upgrade Process

• Install Maximo 6.2.8 fix pack

• Complete Maximo 7.1 pre-upgrade tasks

• Install Maximo 7.1

• Install latest Maximo Base Services 7.1 fix pack that can beupgraded to Maximo 7.5

• Run Maximo 7.1.x industry solution and/or add-on installationprograms

• Apply industry solution and/or add-on fix packs


Upgrade Process

• Run Maximo 7.1.1.x upgrade utilities

• From the Maximo 7.1.1.x folders run

Upgradeui Utility

• Integrity Checker – report and repair mode, source meta-data integrity

• Validation – source versus target meta-data integrity

• Upgrade – transforms database to version 7 structure

Updatedb

• Transforms database to 7.1.1.x fix pack installed

• Note: Integrity Checker

You may be asked to run Database Configuration for your database:

• Only run the Database Configuration from Maximo 6.2.8


Upgrade Process

• Complete Maximo 7.5 pre-upgrade tasks

• Run the Maximo 7.5 product installation program to upgrade from7.1 to 7.5

• Point to 7.1.1.12 folder

• Defer database update and application deployment (check the boxes)


Upgrade Process

• Install Maximo 7.5.0.x fix pack

• Run industry solution and/or add-on installation programs

• Install industry solution and/or add-on fix packs


Upgrade Process

• Run the product installation program to perform database updateoperations

Database is upgraded via updatedb utility invoked automatically by the installer

Only after ALL products are installed at 7.5 level

Option is available to have it done only after admin workstation is upgraded (deferupdatedb)

• If not automated by the installer, you must run the following manually

Updatedb

If languages other than English are deployed: run Tdtoolkit for each PMP installed

• Build and deploy the EAR file(s)


Upgrade Process

• Maximo 7.1.1.x – 7.5.0.x Upgrade – Before running upgrade to 7.5

Validate integrity of current Maximo 7.1 database

• Run Maximo 7.1 Integrity Checker and fix all errors

If required, upgrade/install middleware components and Operating Systems

• Patch or upgrade Operating System

• Upgrade database server

• Upgrade LDAP/directory server

• Upgrade WebLogic

• Deploy WebSphere v7

o Install a fresh instance of WebSphere v7

o Use WebSphere v7 migration tool to migrate existing WebSphere 6.1 configuration

o If manual WebSphere configuration, apply recommended performance settings


Upgrade Process

• Upgrade Maximo 7.1 to 7.5

Maximo folder is renamed to pre_75_maximo

If just Maximo is deployed:

• the upgrade, updatedb, and EAR deployment can be done automatically during

the installation at one time

If multiple products and/or customizations:

• defer database update and application deployment

Install add-ons and/or Industry Solutions

• Migrate customizations

• Launch 7.5 install and select database update and applicationdeployment

• Validate integrity of Maximo 7.5 database

Run Maximo 7.5 Integrity Checker


Upgrade Process

• Maximo 7.1.1.x – 7.5.0.x Upgrade

Run install validation

Review upgraded screens

Review custom table domains and crossover domains

Regenerate request pages for reports

Update database statistics

© 2014 IBM Corporation38 © 2013 IBM Corporation38

ud 8c Smarter Infrastructure

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