IBM Maximo Asset Management Installation Guide

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IBM Maximo Asset Management Installation Guide

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Installation Guide with Microsoft SQL Server and post-installation tasks.

Transcript of IBM Maximo Asset Management Installation Guide

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IBM Maximo Asset Management Installation Guide

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Actual Installation of IBM Maximo Asset management 7.5 using IBMWebsphere and Microsoft SQ Ser!er database

Microsoft SQ SMS "eplo#ment

 The article is dedicated to describe installation process of SQL ServerManagement Studio for IBM Maximo Assets Management. This process hassome features that you should notice as even default installation could entail alot of errors through MAM deployment process further.

irst I !ant to reveal the !hole process of installation MAM"

#. Microsoft Server

$. IBM Maximo Middle!are

a. .Dot Net Framework 

b.  Windows - Sometimes are included in SQL SMS

%. Microsoft SQL Server Management Studio

&. Microsoft 'o!erShell

(. IBM Maximo Asset Management

I use $))% S'$ version of Microsoft Server* then %.( S'# +ot ,et rame!or- and &.( indo!s installer. Microsoft 'o!erShell is included in add/on forMicrosoft Server. Microsoft SQL Server I have is $))0 1$ S'# 2nterprise 2dition.

'rocess of SQL SMS installation is simple if you understand !hat to doother!ise you 3ust don4t -no! !hat it have to be loo- li-e to meet IBM MaximoAsset Management re5uirements. That4s !hy here is the article !ith step/by/step explanation of deployment and tuning process.

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$%W &%' install Microsoft SQ Ser!er Management Studio (SQ SMS)

#. I had SQL SMS on +6+ dis-* so there !as nothing to do but insert the

+6+ and !ait !elcome !indo!. 7hoose Installation.

$. Then clic- on *e+ inst

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%. ait till support rules is set up and then press %, .

&. 8ou should have valid product -ey to proceed* type it into -ey bar and

clic- *ext.

(. Accept the license terms and go *ext.

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9. Setup support :les by pressing Install button. These :les are needed for

further installation.

;. 'ress Sho! +etails to ma-e sure there are no red failures and if

everything is o- go ,ext.

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0. 7hoose SQ Ser!er -eature Installation and proceed *ext.

<. I highly recommend mar- bars !ith all features as it is listed belo!. Then

*ext.

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#).Then you are going through 1ules Installation and if everything is o- go

*ext.

##.7hoose *amed Instance and provide text :eld nearby !ith its name.

 Then clic- *ext.

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#$.,o! you 3ust informed about free space SQL SMS !ould ta-e. Ma-e sure

you have enough and go *ext.

#%.Then clic- on se the same account for all SQ Ser!er ser!ices*

then clic- Bro+se.

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#&.I put Administrator as my current account !ith all possible rights in the

text :eld and then pressed /hec0 *ames. It !as modi:ed according

needed syntax and then pressed %, .

#(.8ou should provide your account name !ith a pass+ord and then press

%, .

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#9.'ress *ext.

#;.7hoose Mixed Mode (SQ Ser!er authentication and Windo+s

authentication) and enter pass!ord for sa =system administrator>

account. Then go *ext.

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#0.'ress Add /urrent ser and then *ext.

#<.?ere the !indo! should be li-e it !as mentioned belo!* and then clic-

*ext.

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$).@ust clic- *ext.

$#.7hec- amount of failed operations and if it is ) then press *ext.

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$$.?ere is report of settings you 3ust provided* read it carefully not to s-ip

any mista-e then press Install.

$%.Installation process is 5uite long* but eventually you !ill get this !indo!.

'ress /lose.

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 That is right time to restart computer.

,o! !e have to tune our SQL Server. o as it sho!s screenshot belo!"

All programs 12 Miscrosoft SQ Ser!er 344 63 12 /onguration &ools12 SQ Ser!er /onguration Manager

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2xpand SQ Ser!er *et+or0 /onguration and clic- on 8rotocols forMA975S:6 =or another server you use>. 1ight clic- on &/8;I8 and chooseproperties.

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7hoose I' Adresses and see I'ALL section.

Most commonly T7' +ynamic'orts is active !hat cause a problem !ith IBMMaximo Asset Management !hich uses static #&%% port to communicate !ithSQL Server. I4ve got exception /&GI*34<3=' &he port number is notlistening on the host trying to install IBM Maximo Asset Management overdefault state of Microsoft SQL Server.

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?ere is ho! it should loo- li-e.

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After changes you should restart SQL Server using SQL Server Services on leftside the !indo!.

And no+ #our Microsoft SQ Ser!er is read# to install IBM MaximoAsset Management.

I 1 Installing IBM Middle+are

#. Location and double clic- the launchpad.exe

$. Select Install 'roduct / Middle!are

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%. Select a language to be used for the installation !iCard.

&. Select ,ext

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(. 1ead terms and conditions* accept and clic- ,ext.

 9. Accept the default !or-space and clic- ,ext

 ;. 7lic- ,ext

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0. ait for a moment !hile Installing IBM Autonomic +eployment 2ngine.

 

<. Since you !ill be using Microsoft SQL Server as the database* select only

the @$22 Server option and clic- ,ext.

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#).7lic- ,ext.

##.7hec- the Dverride the local machine hostname and input #$;.).).#

since !e are using the local account of the computer.

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#$.@ust clic- DE for the !arning box.

#%.There is an option in !hich you can set a universal pass!ord for all

installations. 7hec- this option if you don4t !ant to have diFerent

pass!ords for the programs to be installed.

Input the pass!ord and clic- ,ext.

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#&.1emove the 'rogram iles from the installation path and clic- ,ext

#(.Accept the default pro:le names and clic- ,ext 

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#9.1emove 'rogram iles from the installation path and clic- ,ext

#;.1emove 'rogram iles from the installation path and clic- ,ext

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#0. If this error occurs* clic- DE to change the ?TT' port

#<.7hange the ?TT' port to 0#

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$).7lic- ,ext.

$#.2xtract TivGMiddlGInstlrG;()G#of%GinGx09/%$.Cip and

 TivGMiddlGInstlrG;()G$of%GinGx09/%$.Cip to 7"HMiddle!areH!indo!s.

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$$.Select Specify a directory option to point the extracted middle!are :les.

7lic- ,ext.

$%.Select Bro!se button to select the Middle!are path.

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$&.Bro!se the 7"HMiddle!areH!indo!s and clic- Dpen.

$(.7lic- ,ext

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$9.Accept the default Temporary :les directory and clic- ,ext.

 

$;.Select +eploy the plan.

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$0.'lease !ait !hile performing dis- space chec-s.

 

$<.1evie! the deployment plan and select deploy !hen done.

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%).ait !hile deploying the middle!are components.

 

%#.After the successful deployment. 7lic- inish.

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II 1 Installing IBM Maximo Asset Management'

#. rom the launchpad* select Install 'roduct / Maximo Asset

Management.

 

$. ait !hile InstallAny!here is preparing to install.

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%. Select installation language to use and clic- DE.

 

&. 7lic- ,ext.

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(. Accept the default installation path and clic- ,ext.

 

9. 7lic- ,ext.

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;. 7lic- ,ext.

0. 1evie! license agreement and accept. 7lic- ,ext.

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<. 7ustom deployment and clic- ,ext.

 

#).7hec- the Import middle!are con:guration information and input the

needed credentials.

-ield "escription :alue

?ostname I' of the machine !hereyou installed the

#$;.).).#

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middle!are.

ser I+ Account user id of the

machine. This needs tohave admin privileges

Administrator

'ass!ord Account pass!ord of theser I+

7on:rm 'ass!ord Account pass!ord of theser I+

or-space location or-space of Middle!are Accept default.

##.ait !hile validating your inputs.

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#$.Select database type and clic- ,ext.

#%.2nter database information.

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#&.Select Automate database creation and con:guration.

#(.2nter the information for SQL Server database. 8ou !ill need the server

administrator user name and pass!ord in order for the IBM Maximo

Asset Management installer to access the database. 7lic- ,ext.

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#9.Select IBM ebsphere Application Server.

 

#;.2nter the credentials for accessing IBM ebsphere Application server.

 This is the user and pass!ord set during middle!are installation.

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#0.2nter a user I+ of the !indo!s !here you are going to install. Accountshould be an administrator account. 7lic- ,ext.

 

#<.1evie! information and clic- ,ext.

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$).Select se Maximo Internal authentication for IBM Maximo AssetManagement logins.

 

$#.'rovide the pass!ords for the % super maximo users.

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$$.Select +o not persist @MS messages and clic- ,ext.

$%.Input SMT' server and Administrator email and clic- ,ext. 8ou can set

values later if you don4t have it yet.

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$&.Select a language to use as the bas/language and clic- ,ext.

 

$(.Select the languages that you !ould li-e to add and clic- ,ext.

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$9.7lic- ,ext. Leaving the chec-boxes unchec-ed !ill automatically

con:gure the services needed by IBM Maximo Asset management.

 

$;.Accept the default path and clic- ,ext.

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$0.1evie! the inputs and clic- ,ext.

$<.7lic- Install.

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%).ait for the installation to :nish.

%#.Message !ill be displayed if the installation is successful or not.

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%$. 1estart 7omputer

%%. Access Maximo. http"JJKcomputerGname"0#Jmaximo

III 1 /hec0ing Application Ser!ices

#. Dpen the !ebsphere console using this lin- https"JJKhostGname "

<)&%JibmJconsole

 

$. Login

%. 2xpand Applications Application Types and select IBM ebsphere

enterprise application and chec- if MAIMD and MAIMDI2?S status is

running.

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&. 2xpand Servers Server Types and select ebSphere application

servers to see if the status of MServer is running.

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I: 1 oading "emo "atabase

#. Dpen IBM ebsphere console and go to Servers / Server Types /

ebsphere application server

$. 7hec- the MServer chec-box.

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%. 7lic- Stop

&. Mar- the chec-box and clic- D- button.

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(. 7lic- D- button.

9. Ma-e sure that Mserver is not running before proceeding to the next

step.

;. Dpen command prompt

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0. o to IBM Maximo Asset Management installation path.

<. 1un maxinst -tPRIMARY -sPRIMARY -imaxdemo to load the demo database.

#).'ress 2nter to continue.

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##.It !ill prompt a message if it is successful or not.

#$.o bac- to ebsphere console and start the MServer by selecting the

MServer and clic- Start.

#%.ait for MServer to Start.

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: 1 Acti!ating the right hostname and port for help les'

#. Dpen Maximo http"JJKhostname"<)0)Jmaximo and login as

administrator.

$. o to System 7on:guration / 'latform 7on:guration / System

'roperties.

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%. ilter for the !ord mxe.help

&. Select mxe.help.host and go to properties.

(. 7hange the lobal 6alue to IBM Maximo Asset Management server host

name and clic- Save !hen done.

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9. Select mxe.help.port and go to properties and chec- if it has the rightport and clic- Save.

;. 7hec- mxe.help.host and mxe.help.port and clic- live refresh button.

0. 7lic- DE 

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IBM Maximo Asset Management Start /enters

 The system administrator is responsible for assigning the Start 7enter todiFerent security groups. Start 7enter content contains reports* lin-s to actions*applications and data records that are relevant to the group. If a user isassigned to more than one security group* the user !ill have more than oneStart 7enter.

Start /enter /omponents

A Start 7enter consists of one narro! column and one !ide column. 2achcolumn can be con:gured to display one or more portlets that creates aspeci:c Start 7enter to support a particular 3ob function. Belo! are thecommon portlets"

• Bulletin Board N Messages in the bulletin board are displayed here.

• avorite Applications N +isplays lin-s that can launch speci:c IBMMaximo Asset Management applications.

• InboxJAssignments N 1outed records that re5uire action or attention suchas revie! or approval can be found here.

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• E'I raph N +isplays one or more Eey 'erformance Indicator =E'I>

• E'I List / +isplays a list of lin-s to one or more Eey 'erformance Indicator=E'I> reports located in the E'I Manager application.

• Quic- Insert N Lin- that !ill allo! you to launch an applicationimmediately and add ne! record* for 2xample create ne! database.

• 1esult Set N +isplays the result set from a saved 5uery.

Modif#ing a Start /enter'

• Login to IBM Maximo Asset Management.

• 7lic- the Modify 2xisting Template

•   Select a template you !ant to modify.

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•  8ou can edit the portlet content by clic-ing the icon.

• 7lic- the Save Template !hen done.

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Assigning a Start /enter

• Login as system administrator.

• o to / Security / Security roups.

Inside Security Groups application, hit enter to display the list of all security groupsand select the security group that you want to assign a Start Center.

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• Once you selected the group. Select the lookup icon beside start center template to

search for available start centers.

• Select the template that you want to assign to the group.

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• Click Save when done.

IBM Maximo Advanced inancial Management Tutorial

IBM Maximo Advanced inancial Management is a third party Maximo add/on

!hich see-s to simplify one of the basic :nancial tas-s !hich need to be doneby any organisation* administering the chart of accounts.

hen setting up Maximo an organisation has the option to either use a

validated chart of accounts or to allo! any combination of L 7omponents. It is

generally best practice to validate the chart of accounts for t!o main reasons"

#> 2nsuring that all L Accounts entered are correct combinations

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$> Simplifying data entry by operators by only giving them access to

valid combinations !hile providing a step by step choices through

the diFerent components.

 The main do!nside of having a validated chart of accounts is that it needs to

be maintained. This means that !henever a ne! pro3ect* cost centre or accountis approved the Maximo 7hart of Accounts needs to be updated* and usually

the tas- is 5uite onerous as it entails creating the L 7omponent* together !ith

numerous ne! valid combinations.

/hart of Accounts (A-M)

 The follo!ing is a step by step tutorial in creating a ne! resource and lin-ing

this together !ith a cost centre and a number of activities.

 The :rst step !ill be to create the L 7omponent. This can be done in the

normal !ay in Maximo"

#> rom the o To inancial 7hart of Accounts =AM>

$> 7lic- on the Drganisation to !hich you !ould li-e to add the ne!

pro3ect

%> rom the Select Action menu select L 7omponent Maintenance

&> 7lic- on the resource and clic- on the ,e! 1o! button

(> Add the follo!ing details"

a. L 7omponent 6alue N &((

b. +escription N 1ented Tools

9> 7lic- DE to Save the L 7omponent

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 The next step is to create the combinations of 7ost 7entre* Activity and

1esources needed by the business. enerally this !ould entail creating this one

by one through the 7hart of Accounts main area. This could ta-e hours

depending on the number of combinations* if the ne! resource needs to be

attached to three cost centres and %) activities a total of <) ne! combinations

need to be created for each ne! resource. The 7hart of Accounts =AM>application simpli:es this by giving the user the option to select the

components and it !ill create all the combinations. This can be done by going

to the 7reate L Account tab and follo!ing these steps"

#> Select from each one of your components the ones you !ould li-e

to lin- together

$> 7lic- on the 7reate Accounts button and dialog box !ill appear

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%> 2nsure that it includes all the accounts you need and amend any

descriptions as needed

&> 7lic- on 7reate All button and the system !ill create all the %9

ne! accounts for you in 3ust a fe! clic-s* giving messages about

any errors it encounters =such as accounts !hich already exist>.

 The system is all capable of de/activating multiple accounts together !hen a

pro3ect or cost centre has ceased to exist in a similar !ay.

See Mosaicsystems/International.com for further details

"atabase /onguration

 TD A++

#> Lin-ing the :elds to +omain =prede:ned lists>

$> Lin-ing the :elds to 7onditional 2xpressions =to change attributes

according to the stateJstatus of the ob3ect>

%> Lin-ing the :elds to 7oding =to ma-e nice stuFO>

&> 7opying values from other documents =i.e. getting values oninvoice from 'D>

Adding the attribute in "atabase /onguration

 The +atabase 7on:guration is used to ma-e changes to the underlyingdatabase directly from Maximo.

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 The application includes functionality to"

#> 7reate ne! and amend existing Maximo ob3ects !hich could be mapped

into database tables

$> Administer the attributes !ithin these ob3ects !hich could be mappedinto database attributes

%> Administer database indexes

&> Administer relationships !ith other Maximo ob3ects

7hanges to this application could have adverse eFects on the system andshould be therefore tried on a test environment before being replicated in a livesystem.

 The follo!ing steps describe ho! to add an attribute to an existing ob3ect"

#> rom the o To menu select System 7on:guration 'latform

7on:guration +atabase 7on:guration

$> rom the List tab search and select the ob3ect to !hich you !ould li-e to

add an attribute. The ob3ect names al!ays map into the ob3ects !hich

exist in the database

%> Select the Attributes tab

&> 7lic- on the ,e! 1o! button

(> Add the follo!ing details"

a. Attribute N the internal name to be used for the ne! :eld

b. +escription N used to described the use of the :eld to the users and

!ill appear in context sensitive help screen

c. Type N the type of the :eld !hich can include"

a. AL, N Alphanumeric

b. ''21 / pper 7ase

c. 8D1, / Boolean 8es J ,o value

d. +AT2 / +ate value

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e. +AT2TIM2 / +ate and time value

f. I,T / Integer

 Turning on Admin Mode !ill log oF all the users in the system and shouldtherefore be used !ith due care.

Administrative mode also suspends all running cron tas-s and listeners.

Administrative mode can be s!itched on from the +atabase 7on:gurationapplication. In order to s!itch this on"

#. 7lic- on the List Tab of the +atabase 7on:guration application

$. rom the Select Action menu select Manage Admin Mode

%. 7lic- on Turn Admin Mode D,. +epending on the settings on your system

you might be as-ed to enter your pass!ord and reason for this.

&. 'eriodically clic- the 1efresh Status button. hen the system is AdminMode you !ill receive a message stating this.

i. ''21 N pper 7ase

ii. 8D1, N Boolean 8es J ,o value

iii. +AT2 N +ate value

iv. +AT2TIM2 N +ate and time value

v. I,T / Integer

a. Length N the length of the :eld

b. 1e5uired N !hether the :eld can be left blan- by the users

c. Title N the :eld description to be used on screen

d. +omain N a lin- to an existing list of value from !hich the user

can select

e. +efault 6alue N the value to be added to the :eld !hen a ne!instance is created* this can be later changed by the user

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9> Save the record

Dnce the record is saved Maximo -no!s that the ne! :eld is a!aitingcon:guration but this change !ill not be mapped into the database until thedatabase con:guration routine is run.

=ntering Administrati!e Mode

In order to be able to run the con:guration routine directly from the Maximoapplication the system must be s!itched to Administrative Mode.Administrative mode means that only speci:c users !ill be allo!ed into thesystem* generally the ones !hich are part of the administrator groups* and logsoF all other users and doesn4t all remote connectivity =therefore it !ill onlyallo! login through the server>.

 Turning on Admin Mode !ill log oF all the users in the system and shouldtherefore be used !ith due care.

Administrative mode also suspends all running cron tas-s and listeners.

Administrative mode can be s!itched on from the +atabase 7on:gurationapplication. In order to s!itch this on"

#> 7lic- on the List Tab of the +atabase 7on:guration application

$> rom the Select Action menu select Manage Admin Mode

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%> 7lic- on Turn Admin Mode D,. +epending on the settings on your system

you might be as-ed to enter your pass!ord and reason for this.

&> 'eriodically clic- the 1efresh Status button. hen the system is Admin

Mode you !ill receive a message stating this.

 The system should be set into Admin Mode !ith user !hich has access to thesystem !hen in Admin mode other!ise the user !ill be logged oF.

/onguring the "atabase

hen the system has been successfully set into Admin mode* the next step isto con:gure the database. The database con:guration routine maps thechanges made in the Maximo +atabase 7on:guration application to thedatabase.

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Warning" Before continuing !ith this step* ma-e sure to ta-e a databasebac-up. This can be used to return to the previous state if there are issues !iththe database con:guration.

 This can be done by"

#> 7lic- on the List Tab of the +atabase 7on:guration application

$> Ma-e sure that the P+o you have a current bac-up4 chec-box is tic-ed

%> 7lic- on Start 7on:guring the +atabase button. +epending on the

settings on your system you might be as-ed to enter your pass!ord and

reason for this.

&> 7lic- on the 1efresh Status button periodically. This !ill fetch the current

status of the process and sho! it on screen. Dnce the process :nishes

you !ill be given a message stating this.

Adding the attribute to the Application

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At this point the attribute has been added to the database but it is not yetavailable for the users to interact !ith. In order for the users to be able to usethe ne! :eld this needs to be added to the appropriate application. This can bedone through the Application +esigner application in Maximo. This can be doneby follo!ing these steps"

#> rom the o To menu select System 7on:guration 'latform7on:guration Application +esigner

$> Dn the List tab search for and select the application you !ould li-e to

amend

%> This !ill ta-e you to !or-space tab !hich !ill sho! a 8SI8 copy of

the application !hich can be amended using selections on toolbar menu

 The functions circled from left to right are"

i. 7ontrol 'alette N used to add ne! controls to the application*

including text boxes* sections and tables

ii. 7ontrol 'roperties N used to amend the properties of the currently

active control.

&> Dpen the 7ontrol 'alette by clic- on the :rst circled button above.

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(> +rag the Text box to the place on the application !here you !ish to add

the ne!ly created :eld

9> Dnce added to the correct place use the 7ontrol 'roperties dialog box to

de:ne the details of the ne! :eld

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;> rom the dialog the follo!ing are the more important :elds"

i. Label N the value to sho! ad3acent to the :eld* !hen not using the

default value

ii. Attribute N the name of the attribute created in the +atabase

Application

iii. Loo-up N any loo-up to attribute to the :eld =use +AT2LDDE' for

date :elds* and 6AL2LIST for :elds lin-ed to Maximo domains>

iv. Input Mode N speci:es !hether the :eld is read/only* or mandatory

0> hen done save the application and test the application directly in

Maximo.

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Warning" 7hanging an application should be done !hen no users are in usingthat application. If someone is using the application the user could be loggedoF the system !ithout !arning resulting in loss of !or-.

Before ma-ing any changes to an application ma-e sure to ta-e a bac- of theapplication. This can be done through the Application +esigner application by

follo!ing these steps"

#> rom the o To menu select System 7on:guration 'latform

7on:guration Application +esigner

$> Dn the List tab search for and select the application you !ould li-e to

bac-/up

%> rom the or-space tab clic- on the 2xport Application

 This !ill export the application selected to an ML format !hich should besaved and -ept for safe -eeping 3ust in case you need to revert to an olderversion of the application.

6emember" Turn the Admin Mode oF after all the changes are completed toallo! the users bac- into the system.