Upgrading to Maximo 7.6. Presenter: Jeff Yasinski

Transcription

1 Upgrading to Maximo 7.6 Presenter: Jeff Yasinski

2 About the Presenter: Jeff Yasinski Jeff is a Principal Consultant at Ontracks Canadian practice in the Edmonton office. He is an IBM Certified Deployment Professional with 10 years of Maximo experience in solution scoping,design and implementation. His focus primarily lies in Maximo architecture, upgrades, integrations, customizations, implementations and training. Questions on Maximo? Contact Jeff directly at: jyasinski@ontracks.com Phone: (780) x227

3 Agenda Maximo 7.5 End of Support Information Release details and upgrade considerations Upgrade path and approach New Features, applications and functionality Live demonstration Question and Answer session

4 Maximo 7.5 End of Support Information On April 11, 2017, end of support for all IBM Maximo Asset Management 7.5x products including industry solutions and add-on s was announced. Effective April 30, 2018: o o fixes, patches, and telephone support are no longer provided for Maximo 7.5.x and its corresponding components and add-ons of the same version extended service contract / support is available through IBM at a premium o Recommend those still on Maximo 7.5 to start the planning process on upgrading to Maximo 7.6.

5 Maximo 7.5 End of Support Information The following products do not have a 7.6 equivalent replacement part. IBM may offer a trade up or conversion of licenses to an alternative offering. Recommend further discussion if you currently license any of these products Product IBM Maximo Mobile Suite IBM Maximo Mobile Work Manager IBM Maximo Mobile Asset Manager IBM Maximo Mobile Inventory Manager IBM Maximo Adapter for Microsoft Project IBM Maximo Adapter for Primavera IBM Maximo Asset Management Essentials IBM Maximo for Government IBM Maximo Space Management for Facilities IBM Maximo Data Center Infrastructure Management Maximo Change and Corrective Action Manager Options Licenses migrate to Maximo Anywhere Trade up to Maximo Scheduler Trade up to Maximo Scheduler Trade up to Maximo Asset Management No Replacement Use Maximo Asset Management No Replacement No Replacement Licenses migrate to Maximo Health Safety Environment Manager (HSE)

6 Licensing considerations / timeline Industry Solutions Limited Use (September 2009) Maximo 7.5 Released (April 2011) Express Licenses (September 2012) Self Serve Licenses no license required free yes, free (September 2012) Maximo 7.6 Released (December 2014) Limited Use Licenses (December 2014) 3 Modules per user, not company Maximo Everyplace included in Core (December 2014) Concurrent licenses introduced (October 2016) Wrong configuration / mix of licenses could potentially cost due to a substantially increased S&S. Opportunity for a license review as part of a Maximo 7.6 upgrade.

7 Release details and upgrade considerations Maximo 7.6 released approximately 3+ years ago (December 12 th / 2014) Nine (9) feature packs have been released Interim Fix (IFIX) Current version: Maximo (December 1 st / 2017) Ensure that all installations / upgrades have the newest feature packs and interim fix (IFIX) Feature packs are downloaded through IBM Fix Central

8 Release details and upgrade considerations Current Version / Upgrade Path Minimum version requirements prior to upgrading. Step by step approach and strategy Number of Users System architecture Application server cluster Java Customizations Customizations of Maximo logic with Java coding. Changes to out of the box logic Size and Database Complexity Time to complete upgrade scripts Outage approach Industry Solutions / Add-ons 3 rd Party Integrations Using IBM Maximo s Integration Framework Configuration Complexity Maximo Workflow Conditional User Interface (UI) Training Requirements End user training Training materials (manuals, QRG) New Functionality / Enhancements to current process Allow for process and program improvements Integration of new features and functionality into business processes

9 Release details and upgrade considerations User Interface (UI) Enhancements o Side menu bar - simplified navigation and allows for dynamic searching o Start Center portals easier differentiation between areas of the screen o Hover-over dialog boxes show related data when hovering over a field Crews Functionality Enhanced automation scripts Integration launch points Work Centers

10 Release details and upgrade considerations Always consult the Maximo product configuration / coexistence matrix as part of a Maximo 7.6 upgrade. Product Configuration Matrix: A configuration matrix for products based on Tivoli's process automation engine. Eg) Which versions of Websphere are supported? Ans: Websphere 8, and 9.0. Coexistence Matrix 7.6.x for Tivoli's process automation engine (TPAE): A matrix that shows which process automation engine product versions are formally supported together for 7.6.x. Eg) Which version of the Oil and Gas industry solution is compatible with Maximo ? Ans: Maximo for Oil and Gas 7.6.1

11 Release details and upgrade considerations Server architecture / design o Assess and evaluate current setup (eg. clusters) o Address and performance issues related to the installation o Allows you to scale up (or down) depending if user counts have changed o Simplify setup from an administrative perspective Small: Development Production Medium: Development Test Production Large: Proof of Concept Development 1 Test 1 Production Sandbox Development 2 Test 2 Training May require a full installation / clustering of new servers

12 Release details and upgrade considerations Server architecture / design o Many different ways you can organize and setup Maximo architecture o Design is dependent on size of organization (number of users), integrations, configurations, reports and general usage. Administrative Server: o Windows Server 2012, Windows Server 2012 R2, Windows Server 2016 o Red Hat Linux Application Server: o IBM Websphere 8.5, 8.5.5, 9.0 o Oracle Weblogic 12.1.x, Database Server: o Microsoft SQL Server 2012, 2014, 2016 o Oracle 11gR2, 12c o IBM DB2 10.1, 10.5, 11.1

13 Upgrade Path and Approach Analyze Requirements Perform a detailed analysis of the business requirements. Trial Upgrade The Trial Upgrade Process will identify the deficiencies with the Maximo database and any customizations. Document As-Is State Documentation of the changes that are required to upgrade Maximo to the desired version. Perform Necessary Changes Perform the necessary modifications identified in the trial upgrade documentation. Testing, Training and Rollout End-to-End testing of the application, business process, integrations are completed.

14 Upgrade Path and Approach Requirements & Design Requirements & Design upgrade / configure upgrade / migrate Test Restore from database from production on each run Run integrity checker / fix errors as part of upgrade Development upgrade / migrate Production Development Phase Testing Phase Go-Live Phase

15 Upgrade Path and Approach Requirements & Design Maximo 7.5 upgrade Maximo upgrade Maximo Run integrity checker and recommend that errors reported be fixed. Updating the database using IBM utilities at each upgrade step Maximo Special attention required for Industry solutions. Ensure compatibility / coexistence and upgrade similar to Maximo base services above.

16 Key New Features: Feature Packs Maximo work center improvements to platform and administration updated Technician work center (enhancements) updated Inspection work center (enhancements) Maximo new budget monitoring application updated work centers (enhancements and fixes) Inspection work center

17 Key New Features: Feature Packs Maximo Live database password changes. Reset passwords without restarting the Maximo server Maximo new service requests work center license monitoring application new workflow application Database formulas Maximo Maximo Work Centers. o Business Analyst Work Center o Supervisor Work Center o Work Execution Work Center

18 Key New Features: Maximo direct print feature no longer uses an applet mxe.report.directprint.useapplet (set to 0 or 1) download button (CSV) for start center result sets improved JSON API (integration) Maximo new authentication protocol (SAML) asset depreciation schedules Maximo New Reports: Invoice Cost Variance for LIFO/FIFO Items Maximo New Reports: Inventory ABC Transaction Date Analysis Inventory EOQ Transaction Date Analysis Inventory ROP Transaction Date Analysis

19 Key New Feature: Workflow Designer Maximo No longer a java applet mxe.webclient.wfdesigner.usewfapplet (set to 0 for no applet) Action indicator on routing lines Hover text explanations Note: Routing lines Right Click Ctrl + Right Click Positive Negative

20 Key New Feature: Asset Depreciation Maximo Asset Depreciation is now base functionality. Previously in Maximo for Transportation industry solution Allows to calculate current value based on depreciation schedule.

21 Key New Features: Database configuration formulas Available in Maximo / enhanced in Maximo Uses scripting similar to excel on any attribute or property to calculate a value Supports both ALN and NUMERIC values in the expressions. Formulas can be tied to either an attribute or an object. Example: MAX(WOPRIORITY,ASSETLOCPRIORITY) Similar to excel this would populate an attribute with the maximum value contained in either of the attributes.

22 Key New Features: License Usage Monitor License Usage Monitor is available under the Administration Module. To enable license monitoring: create the license records configure and enable the license usage monitor task.

23 Key New Features: License Usage Monitor Generate reports License Usage Detail History License Usage Summary History

24 License Usage Monitor Product Name Select the product name. The list is limited based on installed products

25 License Usage Monitor Purchase Details Users can add a person responsible and log the purchase details

26 License Usage Monitor - Applications The applications tab will display all of the standard applications associated with the selected product

27 License Usage Monitor License Use Data Collection Must be Activated and License Status set to Active.

28 Licenses Deployed Licenses Deployed is a calculate field

29 Key New Feature: Maximo Work Centers Introduced in Maximo (enhanced through feature packs) Included with Maximo no additional licensing required Released incrementally with more capability every feature pack Accessed via separate link ( maximo-x ) Modern, responsive web design UI Runs on desktops, tablets, smartphones, etc. KPI-driven, built-in integration with Watson (MAHI Maximo asset health insights) Role-based approach

30 Role-based Work Centers Work Execution (formerly Technician) Supervisor (Updated in ) Business Analyst Dataset Designer Service Request Inspection Supervisor Work Center Inspector Work Center

31 Key New Feature: Service Request Work Center Available in Maximo Ability to submit a service request in Maximo Can be used on a variety of devices

32 Work Centers

33 Create your own Inspection

34 Performing Inspections Create an inspection: Choose an Asset or Location Choose the inspection you wish to perform

35 Performing Inspections The Inspection Form

36 Budget Monitoring In the Budget Monitoring application, you can create budget records to monitor transactions in a financial period or year. Monitoring budget costs can help to ensure that projects or activities, such as work orders, are completed within an agreed budget and can improve estimation of the costs of future projects.

37 Budget Monitoring Application

38 Budget Generate budget Lines Set Values in the Budget Amounts on the Budget Lines

39 Upgrading to Maximo 7.6 keys to success Analyze requirements and determine business requirements like for like upgrade vs. process improvement Plan and understand the upgrade path and approach Trial Upgrade understand the scope of work (technical) Perform significant amount of Testing Perform multiple upgrade runs (development, test,production potentially more) Training / change management strategy

40 Demonstration

41 For questions, please contact Jeff Yasinski at: (780) x227 Thank you!