Anthony Honaker, Maximo Product Strategy

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1 Introduction to Maximo 7 Anthony Honaker, Maximo Product Strategy

2 Maximo 7 Preview Topics Enhanced User Interface and Security Capabilities Migration Manager Linear Assets Enhanced Process and Work Management Reporting

3 Maximo 7 Preview Security and UI

4 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.

5 Conditional Expression Manager Persistent Definition and Re-use of Common Conditions

6 Conditional Access

7 Data Restrictions Object and Attribute Level Restrictions Can be made Read Only, Required or Hidden Can be Conditionally Applied

8 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

9 Conditional UI

10 Maximo 7 Preview Migration Manager

11 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! ) Security Workflow Screen Designer Database Configuration Reports Application Designer Domains Sets CronTasks 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 Maximo 5.2 Maximo Maximo 7.1 Configuration applications in Maximo

12 Configuration Migration Process Migration of Configurations between Maximo environments Supports standard rollout environments: - DEV->TEST->PRODUCTION Purpose: - Seed a new Maximo environment with all configurations and customizations Production Server 1 PROD DB Production Server 2 PROD DB Production Server 3 PROD DB Development Server DEV DB Test Server TEST DB

13 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 Maximo solutions and add-ons, including Industry Solutions Tivoli Process Managers

14 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

15 Package Definition

16 Package Creation

17 Maximo 7 Preview - Linear Assets

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

19 Linear Assets WO 127 WO Speed Limit Lanes 4 3 Surface Exits Pavement Concrete Asset A 0 50

20 Linear Assets Linear Attributes, Actions conditionally visible Multiple, Configurable Linear Referencing Methods

21 Features Entities such as Mile Posts, Signs, Guardrails, Junctions can be managed as Features, rather than having to create and manage Assets Features can be Point (e.g., Mile Post, Junction) or Linear (e.g. Guardrails, Mow-able Acreage, )

22 Specifications

23 Relationships Multiple Relationships can be identified between Assets - Precedes and Succeeds (I 95 MD Precedes I 95 PA) - Intersects, Passes Over, Passes Under - Joins, Parallels

24 Maximo 7 Preview - Process and Work Management Enhancements

25 Enhanced Process and Work Management Multiple Assets, Locations on Work Orders, Tickets Enhanced Swap capabilities Automated Flow Control of WO Tasks Status Management New WO Task Application Job Plan Enhancements - Nested Job Plans - Attached Documents at Job Plan Task level Classification-based Attributes

26 Job Plans Nested Job Plans Reusable Processes and Procedures; Generates Work Order Hierarchies Automated Flow Control Controls Execution of Work; Automates Processes Classification Based Attributes Similar to Asset, Location and Item; Provides Job Specific Attributes to Job Plans and Work Orders

27 Multiple Assets and Locations on Work Orders

28 Maximo 7 Preview - Reporting

29 Maximo ships with Actuate Actuate is the only integrated reporting option Maximo Reporting Evolution Maximo 5 Actuate

30 Maximo Reporting Evolution Maximo ships with Actuate Out-of-the-box integration with BO/Crystal Integration with other tools enabled with External Reports Integration Maximo 56 BO/Crystal Actuate External Reports Integration

31 Maximo Reporting Evolution Maximo ships with Actuate and BIRT Out-of-the-box integration with BO/Crystal Integration with other tools enabled with External Reports Integration BIRT Actuate Maximo 67 BO/Crystal External Reports Integration

32 Maximo Reporting Evolution Maximo ships with BIRT only Out-of-the-box integration with BO/Crystal and Actuate Integration with other tools enabled with External Reports Integration BIRT Actuate Maximo 78 BO/Crystal External Reports Integration

33 What is BIRT? Eclipse-Based Reporting Tool What is Eclipse? - Open Source Community of extensible tools and framework projects for building, deploying and managing software - Java Developer s Tool of Choice Over 65% of 4.5 million Java Developers use Eclipse

34 Actuate Investigated how to grow their market - Identified hole in Embedded Reporting in J2EE Environments Focus on BIRT - Aug 04: Joins Eclipse as Strategic Developer - Sept 04: Began BIRT Project - June 05: BIRT 1.0 Release

35 Actuate Release History V9SP1* V8 2.5 Years BIRT Focus V7 15 Months V6 11 Months 17 Months V5 Dec 00 May 02 April 03 July 04 Jan 07 *V9 only included BIRT Products

36 Two Main Components 1. Report Designer XML Design Files Separate Download for Developers Only 2. Report Engine HTML or PDF Report Output Embedded within Maximo

37 Maximo 7 - Upgrading clients will receive: Actuate and BIRT Latest Release V9SP2 Release Version iserver, Mgmt Console Engine Embedded in Maximo erdpro, equery, ess Design Tools BIRT Designer OOB Reports 150+ OOB Reports

38 Questions? and Thank You!

39 Disclaimers and Trademarks No part of this document may be reproduced or transmitted in any form without written permission from IBM Corporation. Product data has been reviewed for accuracy as of the date of initial publication. Product data is subject to change without notice. Any statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. THE INFORMATION PROVIDED IN THIS DOCUMENT IS DISTRIBUTED "AS IS" WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IBM EXPRESSLY DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT. IBM products are warranted according to the terms and conditions of the agreements (e.g. IBM Customer Agreement, Statement of Limited Warranty, International Program License Agreement, etc.) under which they are provided. IBM customers are responsible for ensuring their own compliance with legal requirements. It is the customer's sole responsibility to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer's business and any actions the customer may need to take to comply with such laws. The following terms are trademarks or registered trademarks of the IBM Corporation in either the United States, other countries or both: DB2, e-business logo, eserver, IBM, IBM eserver, IBM logo, Lotus, Tivoli, WebSphere, Rational, z/os, zseries, System z. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States and/or other countries. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States and/or other countries. UNIX is a registered trademark of The Open Group in the United States and other countries. Linux is a trademark of Linus Torvalds in the United States and other countries. Other company, product, or service names may be trademarks or service marks of others. ITIL is a Registered Trade Mark, and a Registered Community Trade Mark of the Office of Government Commerce, and is Registered in the U.S. Patent and Trademark Office. IT Infrastructure Library is a Registered Trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce.

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