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IBM Maximo Asset Management 7.1 Highlights

Ron Wallace, Maximo Product Marketing Chuck Bandy, Maximo Sales EngineerChris Norton, Maximo Sales Engineer

IBM Software Group | Tivoli software

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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


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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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You can create a Data Restriction that applies to only one

application Checking this box will set the system to re-evaluate the condition when a user tabs out of a field. If it is unchecked, the condition will be

re-evaluated on save.

Select a existing condition or use the ‘GOTO’ to create on in Conditional

Expression Manager

Data Restrictions Object and Attribute Level Restrictions

Can be made Read Only, Required or Hidden

Can be Conditionally Applied


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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


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Migration Manager: Maximo Configuration Capabilities Maximo releases provide increasing configuration capabilities

– Fewer customizations (coding)

Current migration process is cumbersome

– Manually executed database scripts, export/import

– Prone to sequencing errors

– Seeding often

incomplete (“I missed

that configuration!”)

Maximo 5.2 Maximo 6.2.1 Maximo 7.1

• Security• Workflow• Screen Designer• Database Configuration• Reports

• Application Designer • Domains • Sets • Cron Tasks • Communication Templates • Escalations • Enhanced Security• Enhanced Workflow• Database Configuration• Enhanced Reports

• OMP Integration • Web Services Library • Launch In Context• Configuration

Import/Export • Logging • Properties • Application Designer • Domains • Sets • Cron Tasks • Communication

Templates • Escalations • Enhanced Security• Enhanced Workflow• Database Configuration• Reports

Configuration applications in Maximo


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Migration of Configurations between Maximo environments

Supports standard rollout environments:

– DEV->TEST->PRODUCTION

Purpose:

– Seed a new Maximo environment with all configurations and customizations

Configuration Migration Process

DEV DB

Development Server TEST DB

Test Server

PROD DB

Production Server 1

PROD DB

Production Server 2

PROD DB

Production Server 3


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Migration Manager Manages Packages - containers for Maximo configuration information

Package has a life-cycle:

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

Define Create Distribute Deploy


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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


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Non linear Assets Linear Assets

Mobile (fleet, vehicles)

Fixed Physical Assets (facilities)

Component-based Assets (aircraft, ship)

Roads

Pipelines (sewers, oil pipelines)

Railway tracks

A non Linear Asset occupies a defined space and can be tracked by its location or modeled as part of a parent child hierarchy

Linear Assets have linear properties and often connect with each other by their relationship with the linear infrastructure itself

Installed, maintained, replaced as a whole

Preserved and restored in place, and in segments

Linear Assets


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0 50Asset A

Speed Limit

65 55

Lanes 4 3

PavementConcrete

Surface

Exits

0 40

25 50

WO 127

WO 128

Linear Assets


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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


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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


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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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