Maximo Upgrade and Maximo Upgrade and Maximo 7.6 ... - IBM

Maximo Upgrade and Maximo Upgrade and Maximo 7.6 Installationo 7.6 InstallationDarlene Nerden

June 2017

• Maximo Upgrade

• Why Upgrade

• Upgrade Requirements

• Upgrade Planning

• Upgrade Process Overview

• Upgrade Process Notes

• Upgrade Notes

• Maximo 7.6 Installation and Configuration

• Industry Solutions an Add-ons

• Maximo 7.5 to 7.6 Upgrade

• Notes2 6/21/2017

Agenda

Why Upgrade

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Why Upgrade – Maximo 7.5 Expanded Footprint

Management

Materials

ManagementPurchasing

Locations

• Repair Facilities

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

Preventive Maintenance

• PM Forecasting

Master PM

Assignment Manager

Contract

Management

Purchase Contracts

Master Contracts

Warranty Contracts

Lease/Rental Contracts

Labor Rate Contracts

•Premium Pay Rates

Payment Schedules

Service

Management

Service Groups

SLA Management

Change Management

•Incidents

•Problems

•Changes

•Releases

•Solutions

KPIs / Reporting/ Ad-hoc Reporting / Cognos Integration

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

Security/Administration/Configuration – Automation Scripts, Migration Manager

Integration/Web Services – Import & Export direct from applications

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Why Upgrade – IBM Maximo Asset Management 7.6

Expanded capabilities to support business intelligence

Intuitive navigation for users

Increased Serviceability

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

configuration options

• Analytical insights through Reporting, KPI’s and Dashboards - improved

performance, increased user access and better tools to monitor the health of

your business

• Functional Enhancements - improved crew management and service

addresses to support maps

• Technology Improvements – expanded install and platform support

• Built-in Mobility Capabilities – through Everyplace

•With continuous delivery new Work Centers will

be made available that work in conjunction with 7.6

•Target key user types and processes

Business Analyst Work Center

Analyze information, create reports, and monitor and identify trends

Supervisor Work Center

Enables supervisors to optimize the flow of their team's work

Technician Work Center

Manage all assignments that are assigned to you by your supervisor

Service Request Work Center

Create and view SRs

Inspection Work Centers

Manage and conduct inspections

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Why Upgrade – Maximo 7.6 Work CentersOffering Perceptive, Stateless, Responsive applications for a more intuitive user experience.

Role Based IntuitiveInteractiveData Driven

• New middleware servers/VMs

• Newer Oses supported• AIX 7.1

• Windows Server 2012

• RHEL 6.0

• RHEL 7.0

• SUSE Linux Enterprise Server 11

• New Admin workstation

• Windows, Linux, and AIX admin workstation support• Windows Server 2012 (x86 64 bit)

• RHEL 6.0 (x86-64, zSeries 64 bit, PowerPC)

• RHEL 7.0 (x86-64, zSeries 64 bit, PowerPC)

• AIX 7.1 (IBM System p® 64 bit)

• SUSE Linux Enterprise Server 11 (x86 65 bit)7 6/21/2017

Why Upgrade

• New middleware versions (minimum versions)

• WebSphere 8.5.5 / WebLogic 12c

• Oracle 11g R2

• DB2 10.1

• SQL Server 2012

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Why Upgrade

96/21/2017

Upgrade Requirements

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11 6/21/2017

▪ Upgrade paths and relative complexity

Maximo 4.11 to

Maximo 5.2 to 6.2

6.5.1.1 Upgrade Utilities

Required

Maximo 6.2.8 to 7.1.1.13

Maximo 7.1.1.13

to 7.5.0.10

Maximo 7.5.0.11

to 7.6.0.8

▪ Note:– Current path

• 7.1.1.13 to 7.5.0.11 to 7.6.0.8

• Maximo 6.2 to 7.6

• Maximo 6.2, please note that Maximo 6.2.8 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.1.

To upgrade from 6.2 to 7.6, you will follow this process:• Apply Maximo 6.2.8 Fix Pack

• Install 7.1 which includes the 6-7 upgrade program

• Apply Maximo Base Services 7.1.1.13 Fix Pack

• Upgrade v6 to 7.1.1.13

• Install 7.5 which includes the 7.1-7.5 upgrade program

• Apply Maximo 7.5.0.11 Fix Pack

• Upgrade v7.1 to 7.5.0.11

• Install 7.6 which includes the 7.5-7.1 upgrade program

• Apply Maximo 7.6.0.8 Feature Pack

• Upgrade v7.5 to 7.6.0.812 6/21/2017

Upgrade Planning

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• Data Size and Archiving

• More Data = Longer Upgrade

• Improves App Performance

• Integration Points

• Identify Integration Points in Existing System

• Evaluate each integration to determine requirement

• Document change requirements from existing to new

• Customizations

• Evaluate new product functionality to determine if it now addresses the custom requirement

• Customization work is work done outside the configuration framework provided with the product

• Java Class Extensions

• Custom Workflow

• Code or content added

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Upgrade Planning

• Time Requirements

• Deadline for Go Live

• Downtime Restrictions

• When do you need to be on the new release?

• How long does the database upgrade take?

• How long will it take to upgrade integrations?

• How long will it take to upgrade customizations?

• How long will reports take?

• Technological / Reporting Requirements

• User Training

• Administrative Users

• TPAE, Security, Crons, Escalation, Workflow, Performance Monitoring & Tuning

• General Users

• Reporting

• Focus Group Users

• Call Centers

• Accounting

• Management15 6/21/2017

Upgrade Planning

•Reporting Requirements

• Reporting Server Changes

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Upgrade Planning

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Upgrade Planning

Upgrade Process Overview

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• Overview

• Apply Maximo 6.2.8 fix pack

• Complete Maximo 7.1 pre-upgrade tasks

• Install Maximo 7.1

• Apply Maximo Base Services fix pack 7.1.1.13

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

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

• Run Maximo 7.1.1.13 upgrade utilities

• Integrity Checker

• Validation

• Upgrade Program

• Updatedb

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• Overview (cont.)

• Run the Maximo 7.5 product installation program to upgrade from 7.1 to 7.5

• Point to 7.1.1.13 folder

• Defer database update and application deployment

• Apply Maximo 7.5.0.11 fix pack

• Run the product installation program to perform database update operations

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• Run the Maximo 7.6 product installation program

• Apply Maximo 7.6.0.8 feature pack

• Run the configuration tool to perform database update operations

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• Complete post-upgrade tasks

• Migrate customizations

• After ALL products are installed on the 7.6 admin workstation

• Move the custom Java code to the 7.6 tree and compile using a JDK 1.7 compiler

• Move the compiled Java code into the appropriate folders on the 7.6 installed admin workstation

• If there were changes applied to in any existing JSP, XML, HTML, CSS or Java Script files pages

• Identify the differences from the old source tree and re-apply the changes accordingly into the new files that were laid down by the 7.6 installation.

• Analyze reports

• Review integrations

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Upgrade Process

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• Maximo 6 – 7.1 Upgrade

• From the Maximo 7.1.1.13 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 7.1.1.13 fix pack

• Note: Integrity Checker

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

• Only run the Database Configuration from Maximo 6.2.8

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Upgrade Process

• Maximo 6 – 7.1 Upgrade

• Add new tables and columns, using Metadoc

• Process Callouts for tables, logically sequenced

• Delete obsolete tables and columns, using Metadoc

• Metadoc defines database differences

• Industry Solutions create Metadocs and Callouts

• Industry Solutions recognized by maxvars

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Upgrade Process

• Maximo 7.1.1.13 – 7.5.0.11 Upgrade

• 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 (defer updatedb)

• 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)

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Upgrade Process

• Maximo 7.1 to 7.5 Upgrade

• 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:

• Defer database update and application deployment

• Install add-ons and/or Industry Solutions

• Launch 7.5 install and select database update and application

deployment

• Validate integrity of Maximo 7.5 database

• Run Maximo 7.5 Integrity Checker

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Upgrade Process

• Maximo 7.1.1.13 – 7.5.0.11 Upgrade

• Product upgrade can be done as 2 ‘manual’ steps

• Apply the 7.5 files on the administrative workstation

• Manually run updatedb, tdtoolkit, and build and deploy the EAR files

• Note: In a multi product installation, 7.5 version of all products must be

installed first. Only after all products are at 7.5, then updatedb and EAR

deployment can be invoked by the 7.5 installer

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Upgrade Process

• Maximo 7.5.0.11 – 7.6.0.8 Upgrade

• Database is upgraded via updatedb utility invoked by the configuration tool

• Only after ALL products are installed in 7.6 environment that exist in 7.5 environment

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

• Updatedb

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

• Build and deploy the EAR file(s)

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Upgrade Process

• Maximo 7.5.0.11 – 7.6.0.8 Upgrade

• Validate integrity of current Maximo 7.5 database

• Run Maximo 7.5 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 v8.5.5

• Install a fresh instance of WebSphere v8.5.5

• Configure via the configuration tool

• If manual WebSphere configuration, apply recommended performance settings

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Upgrade Process

• Maximo 7.5.0.11 – 7.6.0.8 Upgrade

• New installation of Maximo 7.6

• If just Maximo is deployed:

• The upgrade, updatedb, and EAR deployment can be done by the configuration tool immediately after the installation

• If multiple products and/or customizations:

• Do not run configuration tool right after installation

• Install add-ons and/or Industry Solutions

• Migrate customizations

• Launch 7.6 configuration tool and upgrade the database and application

deployment

• Validate integrity of Maximo 7.6 database

• Run Maximo 7.6 Integrity Checker

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Upgrade Process

• Note: In a multi product installation, all products must be installed first.

Only after all products are installed, then updatedb and EAR deployment

can be invoked by the 7.6 configuration tool

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Upgrade Process

• Maximo 7.5.0.11 – 7.6.0.8 Upgrade

• Run install validation

• Review upgraded screens

• Review custom table domains and crossover domains

• Regenerate request pages for reports

• Update database statistics

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Upgrade Process

Upgrade Process Notes

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• 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

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• Maximo 7.5 Industry Solutions and Add-ons installed to Maximo 7.6

• If no 7.6 version available

• On Windows admin workstations – run existing launchpad

• On Linux/AIX – run command line install

• solutionInstaller or solutionInstallerGUI

• After installation, configuration tool is used to configure industry solutions

and add-ons

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Upgrade Notes

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

• End of Support of Maximo 7.1.x was April 2015

• End of Support of Maximo 7.5.x is April 2018

• Must be at 7.1.1.13 to upgrade to 7.5.0.11

• Will be 1 release stream

• 7.6.0.9 Feature Pack

• All products must be at 7.5/7.6

• Cannot upgrade one product to 7.5 and others at 7.1

• Maximo 7.5/7.6 upgrade - No upgrade utilities like in previous upgrades

• No upgradeui, 7.5/7.6 Integrity Checker success before upgrading

• No Validation success before upgrading, No upgrade program

• Maximo 7.5/7.6 upgrade - Database upgrade done via updatedb

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Upgrade Notes

• There are 2 installations and packages

• Non Multitenancy

• Multitenancy – DB2 only

• Cannot remove multitenacy

• No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy

• Windows, Linux, and AIX admin workstation support

• Windows Server 2012 (x86 64 bits)

• RHEL 6.0 (x86-64, zSeries 64bit, PowerPC)

• RHEL 7.0 (x86-64, zSeries 64bit, PowerPC)

• AIX 7.1 (IBM System p® 64-bits)

• SUSE Linux Enterprise Server 11 (x86 64-bits)

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Upgrade Notes

• Perform upgrade is a test environment first

• Backup the database many times during the process

• Disable custom triggers

• If you have Mobile, delete user data

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Upgrade Notes

Maximo 7.6 Installation

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• Installation Manager

• Common technology for installation, delivery and management of the product release lifecycle

• Installs, upgrades and uninstalls

• New releases, fix packs

• Customer entitlement, downloads and validation checks

• Simplification of the installation for Maximo, its components, and IBM middleware

• Maximo-based products and components packaged as Installation Manager packages

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• Installation and Configuration operations done separately

• Install uses IBM Installation Manager

• Configuration is done as post-install steps, by specific tooling

• Launchpad offers users install choices to be performed

• Single install technology

• IM is launched with Offerings for required middleware and product

• Configuration tool is launched at the end of the IM Offerings installs

• Allows configuration/reconfiguration to run multiple times

• Uses same interface for initial product configuration and configuration updates

• Allows manual configuration after an automated install

• Configuration tool can be launched from the launchpad

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• Launchpad

• Guide you through planning and deployment tasks

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• Installation Manager

• Lays downs files

• Keeps metadata of what

is installed

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• Searches and downloads latest version of

fixes and patches

• Checks and downloads latest level of software packages

• Feature packs and interim fixes can be downloaded at install time

• Does customer entitlement for fixes and updates of products

• At the end of the install you can launch the

configuration tool

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• Configuration and Deploy

• Environment deployment and configuration

• Deployment maintenance and administrative tasks

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• Environment deployment and configuration

• Deployment maintenance and administrative tasks

• Update database option

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Maximo 7.6.0.5+ Installation

• After the configuration of existing 7.5 environment

• Updatedb and Updatedb Lite options

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Maximo 7.6.0.5+ Installation

Maximo 7.6 Deployment Configuration Tool

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• Post install tool used for configuration

• Enhanced user input validation

• Self-help troubleshooting

• Definition and (re)configuration of deployment

• Initial settings for middleware, Maximo, industry solutions and add-ons

• Add languages, password changes, database updates, application server security settings, etc

• Support provided via GUI and Command Line Interface (CLI)

51 6/21/2017

52 6/21/2017

• Number of panels has been reduced

• Contextual help

• Flyover help

• Embedded help on panels

• Additional page level help

• Contextual feedback

• Field level – immediate feedback when information is incorrect

• Page level – validation on page when you attempt to proceed

• Full validation – deep validation when you attempt to deploy

• Error messages display in the console window

• Error indicators with flyover on fields

• Status indicators in navigation tree

53 6/21/2017

54 6/21/2017

Maximo 7.6 Deployment Configuration ToolMost functions are handled using a wizard interface

Console area with progress and error

messages

Navigation tree to indicate where you are in the process with

status indicators

Navigation buttons

Field indicators to more quickly find

problems

Navigation tree also allows direct access navigation to other

• Middleware Configuration

• Initial configuration of WebSphere

• Used to be done by the middleware installer

• Creates necessary profiles, start options and sets the administrative security mode

• Automated configuration of clusters

• Both horizontal and vertical

• No longer need separate initial configuration for DB2, all necessary configuration can be done when configuring the deployment

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56 6/21/2017

Option for cluster

configuration

Once all configuration information has been

entered the deployment options are

presented

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Maximo 7.6 Industry Solutions and Add-ons

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• Maximo 7.5 Industry Solutions and Add-

ons installed to Maximo 7.6

• If no 7.6 version available

• On Windows admin workstations – run existing launchpad

• On Linux/AIX – run command line install

• solutionInstaller or solutionInstallerGUI

59 6/21/2017

After installation, configuration tool is used to

configure industry solutions and add-ons

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Maximo 7.5 to 7.6 Upgrade

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62 6/21/2017

Maximo 7.5 to 7.6 Upgrade

Do not configure a

database

Maximo 7.6 Installation and Upgrade Notes

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• There are 2 installations and packages

• Non Multitenancy

• Multitenancy – DB2 only

• Cannot remove multitenacy

• No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy

• Java 1.7

• Java version 1.6.0 SR4 FP1

• Java version 1.7 is required for the application server

• WebSphere ND v8.5.5.3

• DB2 10.5.0.4

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Maximo 7.6 Installation and Upgrade Notes

• Released May 19, 2017

• New User interface

• Data Set Designer function (7.6.0.6)

• Create data sets quickly and without the involvement of IT personnel

• For Work Centers

• Business Analyst Work Center (7.6.0.5)

• Supervisor Work Center (7.6.0.5)

• Work Execution Work Center (7.6.0.5)

• Service Requests Work Center (7.6.0.6)

• Inspection Work Centers (7.6.0.8)

• Landing Page for Work Centers (7.6.0.8)

• New Workflow Designer (7.6.0.6)

• Not applet based

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Maximo 7.6.0.8

• Building Information Models applications (7.6.0.6)

• Building Information Modeling (BIM) Projects

• Import building model data in the Construction-Operations Building information exchange (COBie) format into Maximo

• Manage BIM Viewer

• License Usage Monitoring application (7.6.0.6)

• Monitor your usage of licenses

• Time Zone Rules application (7.6.0.8)

• Specify time zone rules to identify the local date and time when records are created for a process

• Budget Monitoring application (7.6.0.8)

• Create budget records to monitor transactions in a financial period

• New REST APIs (7.6.0.8)66 6/21/2017

Maximo 7.6.0.8

• Platforms

• JRE 1.8_45 (7.6.0.1)

• SQL Server 2014 (7.6.0.1)

• JRE 1.8_51 (7.6.0.2)

• JRE 1.8.0_60 (7.6.0.3)

• Edge Browser (7.6.0.3)

• Firefox ESR version 38.3.0 (7.6.0.3)

• JRE 1.8.0_66 (7.6.0.4)

• Oracle EBS 12.2.5 (7.6.0.4)

• Dojo 1.10 (7.6.0.4)

• RHEL 7.1 LE (7.6.0.5)

• JRE 1.8.0_77 (7.6.0.5)

• JDK 8 (server side) (7.6.0.5)

• Firefox 45 (7.6.0.5)

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Maximo 7.6.0.8

• Platforms (cont.)

• WebSphere 9 (7.6.0.6)

• WebLogic 12.2.1 (7.6.0.6)

• JRE 1.8.0_102 (7.6.0.6)

• DB2 11.1 (7.6.0.6)

• USGCB (7.6.0.6)

• Windows Server 2016 (7.6.0.8)

• SQL Server 2016 (7.6.0.8)

• Chrome 57 (7.6.0.8)

• Firefox ESR 52 (7.6.0.8)

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Maximo 7.6.0.8

Resources

69 6/21/2017

• Maximo Knowledge Center

• http://www-01.ibm.com/support/knowledgecenter/SSLKT6/sslkt6_welcome.html• System Requirements

• https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset%20Management/page/Version%207.6

• Upgrade Resources

• https://www-304.ibm.com/support/docview.wss?uid=swg21266217• Upgrade Frequently Asked Questions

• https://www-304.ibm.com/support/docview.wss?uid=swg21368150• Upgrade Requirements Matrix

• https://www-304.ibm.com/support/docview.wss?uid=swg21440174• Maximo Wiki

• https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset%20Management

70 6/21/2017

Resources

• Enterprise Adapter Upgrade Considerations

• https://www-304.ibm.com/support/docview.wss?q1=upgrade&rs=3214&uid=swg21306367&context=SSLKT6&cs=utf-8&lang=en&loc=en_US

• WebSphere Settings

• https://www-304.ibm.com/support/docview.wss?uid=swg21498645• Maximo 7.5 Packaging

• https://www-304.ibm.com/support/docview.wss?uid=swg21498420• Maximo 7.6 Packaging

• http://www-01.ibm.com/support/docview.wss?uid=swg24038431• Configuration Maxtrix

• https://www.ibm.com/developerworks/community/groups/service/html/communityview?communityUuid=a9ba1efe-b731-4317-9724-a181d6155e3a#fullpageWidgetId=W5f281fe58c09_49c7_9fa4_e094f86b7e98&file=97d773e7-2177-4c0a-8b6b-170374718f9e

• Pre-Req Checker

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

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Resources

• Maximo Support Landing Page

• http://www-01.ibm.com/support/docview.wss?uid=swg21418666

• Maximo 7.6.0.8 Feature Pack

• Maximo 7.5 End of Support Announcement (EOS)

• https://www-01.ibm.com/support/docview.wss?uid=swg27049624

• Installing Maximo 7.6 on Microsoft Windows Server 2016

72 6/21/2017

Resources

Thank You

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