Maximo Asset Managment Version 7 1 Overview

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IBM Maximo Asset Management 7.1 Highlights
Ron Wallace, Maximo Product Marketing

Chuck Bandy, Maximo Sales Engineer
Chris Norton, Maximo Sales Engineer
© 2008 IBM Corporation

IBM Software Group | Tivoli software
Maximo Asset Management 7.1 Highlights
 Enhanced User Interface and Security Capabilities

 Migration Manager
 Linear Assets
 Other Asset Enhancements
 Enhanced Process and Work Management
*Linear Assets is an add-on available for Maximo Asset Management 7.1
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7.1 Highlights – Security and UI

Conditional, Dynamic Security

 Data Restrictions
– Control Access Characteristics to Objects and Attributes based on Data and/or User
Group
– Characteristics include “Read Only” and “Hidden”
– Examples:
• Tradesmen User Group cannot view WOs in “Waiting Approval” Status

• Hide pay rate field on the Labor record based on user group; e.g. Tradesman
• Hide WO cost fields for Tradesmen, but visible for Supervisors
• WOs in “Complete” Status are read-only for Tradesmen User Group, but not for Planners
• Asset records are read-only if the status is “Salvage”
 Application Access
– Conditional Access to Applications
• Read, Insert, Modify and Delete
– Conditional Access to Actions

• E.g., Change Status, Add to New Parent, View Total Costs, etc.
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Conditional Expression Manager
 Persistent Definition and Re-use of Common Conditions
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Conditional Access
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 Object and Attribute Level Restrictions

Data Restrictions  Can be made Read Only, Required or Hidden
 Can be Conditionally Applied
You can create a Data Restriction

that applies to only one Select a existing condition or use the
application Checking this box will set the „GOTO‟ to create on in Conditional
system to re-evaluate the condition Expression Manager
when a user tabs out of a field. If it is
unchecked, the condition will be re-
evaluated on save.
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Conditional UI
 Control the UI based on Data and/or User Group
– Controls characteristics of UI Controls

• E.g., Fields, Table Windows, Tabs, Buttons, Actions, etc.
– Characteristics include “Required”, “Read Only”,

“Hidden”
 Examples:
– Hide Asset Application Safety tab for IT Users

– Different labels, colors, etc on the same field for different
groups of users; e.g. “Labor” for US users and “Labour”
for Canadian or UK users
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Associating a “Sig Option" with a Control
Specify the SIGOPTION

in this field
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Conditional UI Properties
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7.1 Highlights – Migration Manager

Migration Manager: Maximo Configuration Capabilities

 Maximo releases provide increasing configuration capabilities
– Fewer customizations (coding)
 Current migration process is cumbersome
• OMP Integration
– Manually executed database scripts, export/import • Web Services Library
– Prone to sequencing errors • Launch In Context
• Configuration
– Seeding often Import/Export
incomplete (“I missed • Logging
• Properties
that configuration!”) • Application Designer • Application Designer
• Domains • Domains
• Sets • Sets
• Cron Tasks • Cron Tasks
• Communication Templates • Communication
• Escalations Templates
• Security • Escalations
• Enhanced Security
• Workflow • Enhanced Security
• Enhanced Workflow
• Screen Designer • Enhanced Workflow
• Database Configuration
• Database Configuration • Database Configuration
• Enhanced Reports
• Reports • Reports
Maximo 5.2 Maximo 6.2.1 Maximo 7.1
Configuration applications in Maximo
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Configuration Migration Process

 Migration of Configurations between
Maximo environments
 Supports standard rollout

environments:
– DEV->TEST->PRODUCTION Production Production Production
Server 1 Server 2 Server 3
PROD DB PROD DB PROD DB
 Purpose:
– Seed a new Maximo environment with all
configurations and customizations
Development Test Server

Server DEV DB TEST DB
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Migration Manager
 Manages Packages - containers for Maximo configuration information
 Package has a life-cycle:
Define Create Distribute Deploy
 Package can be “Snapshot” or “Delta”

 Configuration Import/Export also provides:
 Snapshot configuration/customization for support purposes (IBM support)
 General purpose package-based export/import tool between Maximo environments
 Packaged content delivery through OPAL
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Migration Groups
 Migration Groups define logical sets of Objects (and their relationships)

 Also defined is the Order, which ensure that data being Migrated is appropriately
sequenced
 New Groups can be defined in addition to those delivered out of the box
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Package Definition
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Package Creation
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Benefits
 Lower implementation costs

– Standardized process to promote product configurations
– Reuse of existing Maximo technology
– No separate tools or utilities
– Automation of many manual tasks
 Adhere to IT policies and regulations

– Adapt the migration to client‟s specific needs
– Plan for and control migration tasks
– Track and report on migration tasks
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7.1 Highlights - Linear Assets

Linear Assets
Non linear Assets Linear Assets
Mobile (fleet, vehicles) Roads
Fixed Physical Assets (facilities) Pipelines (sewers, oil pipelines)
Component-based Assets (aircraft, ship) Railway tracks
Installed, maintained, replaced as a Preserved and restored in place, and in

whole segments
A non Linear Asset occupies a

Linear Assets have linear
defined space and can be
properties and often connect with
tracked by its location or
each other by their relationship
modeled as part of a parent
with the linear infrastructure itself
child hierarchy
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Linear Assets
WO 127 0 40
WO 128 25 50
Speed Limit 65 55
Lanes 4 3
Surface Pavement Concrete
Exits
Asset A
0 50
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Linear Assets
Extended Asset Definition
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Linear Assets - Specifications
Linear asset attributes apply to segments of an asset
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Assets and Locations

Creating Work Orders, Tickets from Assets
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Reporting Downtime in the Asset Application
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Modifying Downtime History
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 This dialog can also be accessed from the Work Order Application - you can modify only those entries that belong to the
current work order
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Counting Parts issued to an Asset
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Asset Specification History
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Asset Collections
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7.1 Highlights - Process and Work Management

Enhancements

Multiple Assets and Locations on Work Orders
 Work Orders and Tickets will allow multiple assets, locations and CIs to be
associated.
 Does not support distributed costs (still just one GL Account)
 New look-up actions to populate the „Multi‟ table
– Multi-select for Assets/Locations/CIs
– Multi-select from Routes and Collections
– Multi-select from „Multi‟ entries on other records (hierarchical or related
records)
 Move/Swap/Modify Asset action enhanced to take advantage
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Asset Move/Swap/Modify
 The action will now support the new Multi Asset/Loc/CI table
– No longer will the list of Assets/Locations be stored as child work orders
 A true „Swap‟ option is now offered where an asset can be swapped out for a
replacement
 User and Custodianship can be modified via the action
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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
 Nested Job Plans can have job plans nested underneath them as many levels deep as desired
 The Create Job Plan from Work Plan action is enhanced to enable the creation of Nested Job Plans
 The Remove Work Plan action is enhanced to support the removal of child work order records
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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
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Automated Process Flow
 Control the status flow of a work order based on task

sequencing.
Precedence logic
Flow Control processing
WBS hierarchy
 Business rules start eligible children down the hierarchy

 Business rules start eligible siblings in the network
 Business rules complete parents when children are completed
 New Work Order Task Application
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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
 Cannot create new records
 Standard use case is that this application launches based on a
selection from a user‟s inbox/workview.
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Thank you
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®

IBM Maximo Asset Management 7.1 Highlights

Ron Wallace, Maximo Product Marketing

© 2008 IBM Corporation

Maximo Asset Management 7.1 Highlights

 Enhanced User Interface and Security Capabilities

*Linear Assets is an add-on available for Maximo Asset Management 7.1

7.1 Highlights – Security and UI

© 2008 IBM Corporation

Conditional, Dynamic Security

• Tradesmen User Group cannot view WOs in “Waiting Approval” Status

– Conditional Access to Actions

Conditional Expression Manager

 Persistent Definition and Re-use of Common Conditions

 Object and Attribute Level Restrictions

You can create a Data Restriction

– Controls characteristics of UI Controls

– Characteristics include “Required”, “Read Only”,

– Hide Asset Application Safety tab for IT Users

Associating a “Sig Option" with a Control

Specify the SIGOPTION

7.1 Highlights – Migration Manager

© 2008 IBM Corporation

Migration Manager: Maximo Configuration Capabilities

Maximo 5.2 Maximo 6.2.1 Maximo 7.1

Configuration applications in Maximo

Configuration Migration Process

 Supports standard rollout

Development Test Server

Define Create Distribute Deploy

 Package can be “Snapshot” or “Delta”

 Migration Groups define logical sets of Objects (and their relationships)

 Lower implementation costs

 Adhere to IT policies and regulations

7.1 Highlights - Linear Assets

© 2008 IBM Corporation

Mobile (fleet, vehicles) Roads

Fixed Physical Assets (facilities) Pipelines (sewers, oil pipelines)

Component-based Assets (aircraft, ship) Railway tracks

Installed, maintained, replaced as a Preserved and restored in place, and in

A non Linear Asset occupies a

Surface Pavement Concrete

Extended Asset Definition

Linear Assets - Specifications

Linear asset attributes apply to segments of an asset

Assets and Locations

© 2008 IBM Corporation

Creating Work Orders, Tickets from Assets

Reporting Downtime in the Asset Application

Modifying Downtime History

Counting Parts issued to an Asset

Asset Specification History

7.1 Highlights - Process and Work Management

© 2008 IBM Corporation

Multiple Assets and Locations on Work Orders

Nested Job plans

 Nested Job Plans allow Work Order hierarchies to be created

Automated Process Flow for Work Orders

 Embedded work flow process in Job Plans and Work Orders

Automated Process Flow

 Control the status flow of a work order based on task

 Business rules start eligible children down the hierarchy

New Activities & Tasks Application