IBM TRIRIGA & MAXIMO - valudconsulting.com · 04 IBM TRIRIGA Lease Accounting Overview This course...

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IBM TRIRIGA &MAXIMO

TRAINING CATALOG


2017 IBM TRIRIGA - INTRODUCTION COURSES

IBM TRIRIGA Portfolio LT

Overview

This course covers the basic Portfolio components which establish a baseline for the entire IBM TRIRIGA product line. Portfolio LT is a fast-start to getting TRIRIGA up and running.

IBM TRIRIGA Portfolio Administration

Overview

This course covers navigation & user basics, plus creating and updating portfolio elements which include location hierarchies, organization, geographies, assets and people records.

Course Name ValuD Course Code Duration

IBM TRIRIGA Portfolio LT VTA002 1-Day

IBM TRIRIGA Portfolio Administration VTAS26 2-Days


IBM TRIRIGA Real Estate Contract Management


IBM TRIRIGA Real Estate Contract Management VTA531 2-Days

IBM TRIRIGA Lease Accounting VTA532 2-Days

IBM TRIRIGA Real Estate Transaction Management VTA541 2-Days

2017 IBM TRIRIGA – REAL ESTATE MANAGEMENT COURSES

Overview

This course is designed to educate participants about the IBM TRIRIGA Real Estate Manager module including setting up critical lease dates, options, clauses, managing payment schedules, lease lifecycles and amendments.

Prerequisites

VTA002, VTA531-LA

Topics

• Overview of the Real Estate Administration module and how each component fits into the processes• Setting up templates, classifications, locations, contacts• Conversion to real estate contracts from abstracts as well as setting up additional lease notifications, critical dates, and payments• Managing all contingent rent including OpEx/CAM, Index Adjustments, and Sales Reporting• AP & AR payment processing including RE Invoices, void payments, stop payments, and payment receipts


IBM TRIRIGA Lease Accounting

Overview

This course is designed to educate Lease Administrators and Lease Accountants with TRIRIGA tools to manage the new lease accounting standards issued by FASB & IFRS.

Prerequisites

VTA002, VTA531

Topics

• Overview of new lease accounting requirements• TRIRIGA accounting configurations• Operating & Capital lease treatments• FASB Treatment for straight-line & amortization• Applying new accounting standards to new & existing leases• Preparing for compliance and look-back periods• Data migration considerations

IBM TRIRIGA Real Estate Transaction Management

Overview

This course is designed to educate participants about the IBM TRIRIGA Real Estate Manager module including the Planning and execution of Lease Transactions. We will cover the analysis and decision process available.

Prerequisites

VTA002, VTA531, VTA531-LA


Topics

• Overview of the Real Estate Transaction Management module and how each component fits into the overall processes• Setting up applicable templates, classifications, and surveys to utilize Transaction Man agement• Leveraging the advance planning capabilities in TRIRIGA for a company’s portfolio needs• Organizing, building, and managing the Decision Process of needed changes• Compiling, executing, and close outs for the Real Estate Projects• Utilizing the TRIRIGA Request Central for RE Transactions

2017 IBM TRIRIGA – SPACE MANAGEMENT COURSES


IBM TRIRIGA Space Move Management VTA561-MM 1-Day

IBM TRIRIGA Strategic Facilities Planning VTA561-SF 2-Days

IBM TRIRIGA CAD Integrator VTA580 2-Days

IBM TRIRIGA Space Move Management

Overview

In this course, you will learn how to setup and submit space move requests for people & assets. This is an intermediate level course geared towards anyone working with the IBM TRIRIGA Space Management module.

Prerequisites

VTAS26


Topics

• Understand the components of the Move Process and how to leverage OOTB processes to simplify this process• Setup and submit Space Management Requests, including Move Requests, Need/Change/Return Space, and HR Hire/Termination Requests

IBM TRIRIGA Strategic Facilities Planning

Overview

Utilizing your IBM TRIRIGA Portfolio data, SFP helps deliver all types of facility planning – strategic, master and tactical – through advanced performance analytics, visual scenario modeling and an automated workflow engine. SFP delivers unique features that reveal gaps between business demands and space availability, plus the capability to analyze, rank and recommend best-fit facilities planning scenarios.

Prerequisites

VTAS26, VTA561-SA

Topics

• Setup & configuration of SFP requirements including space class, organizations and people.• Configuring demand drivers, thresholds & goals for space planning• Creating planning environments & forecasting surveys• Supply demand analysis, plus interactive stacking tool


• Installation of IBM TRIRIGA CAD Integrator and an explanation of the hardware and software re quirements.• Getting started and publishing CAD drawings to IBM TRIRIGA.• Creating and managing themes, graphic reports, hatches, and layers• Best practices and troubleshooting common issues.

2017 IBM TRIRIGA – PROJECT MANAGEMENT COURSE


IBM TRIRIGA Capital Projects VTA521 3-Days

IBM TRIRIGA CAD Integrator

Overview

This course is designed to train participants to use IBM TRIRIGA CAD Integrator to publish and manage CAD drawings in IBM TRIRIGA environments. This course also outlines creating and managing web graphic layers, graphic reports, and colors/hatches.Intended Audience.

Prerequisites

VTAS26, VTA561

Topics


• Tasks and Gantt Chart Management, including the integration available for MS Project. Parent/Child Tasks, Milestones, Dependencies, and critical path management• Document Management within a Project including how to organize all projects, upload and keep all documents/revisions/approvals needed in a project• Project procurement including managing the bid and Request for Quote process, setting up standard contracts; purchase orders, change orders, and receipts• Project performance including managing issues and changes, document management, maintaining a daily journal, tracking meetings, correspondence, progress reports, documenting reviews and in spections, RFIs/Submittals, cost code rollups, and cost reports• Project Invoicing including how to manage the process with vendors who can login, as well as pro cessing Standard Contract/Purchase Order Invoices

IBM TRIRIGA Capital Projects

Overview

This course is designed to educate participants about the IBM TRIRIGA Capital Projects module, which manages the entire lifecycle of capital projects including project initiation, cost code set up, programs, funding sources, budgets, procurement and bidding process, task management, and the day-to-day tracking and closure of projects.

Prerequisites

VTA002

Topics

• Overview of the Capital Projects Module and how each component fits into the overall processes• Project Setup including setting up cost code structures, templates, as well as how to leverage the TRIRIGA Project Container• Setup a Project/Program/Funding Hierarchy to track how funds are distributed and utilized. Including project and cost rollups• Project budgets including setting up the budget and how to manage transfers and forecasting


IBM TRIRIGA Help Desk Request Management

Overview

In this course, you will learn how to configure and issue facility service requests via IBM TRIRIGA’s Request Central

Prerequisites

VTA002

Topics

• Overview of the Maintenance Management module discussing how the processes will work leveraging each component.


IBM TRIRIGA Help Desk Request Management VTA511-HD 1-Day

IBM TRIRIGA Work Task Management VTA511-WT 1-Day

IBM TRIRIGA Preventive Maintenance Management VTA511-PM 1-Day

IBM TRIRIGA Inventory & Asset Management VTA511-IA 2-Days

IBM TRIRIGA Facility Condition Assessment VTA590 2-Days

IBM TRIRIGA Environmental Management VTA550 2-Days

2017 IBM TRIRIGA – MAINTENANCE & INVENTORY COURSES


IBM TRIRIGA Preventive Maintenance Management

Overview

In this course, you will learn how to set up, generate and manage preventive maintenance work orders. Discussions around how PM work tasks are managed and generated based on a pre-defined schedule or an event trigger.

Prerequisites

VTA002, VTA511-HD

Topics

• Overview of the Maintenance Management module discussing how the processes will work in a preventive manner.• Create a job plan with a pre-defined schedule for maintenance, including shadowing options• Create a PM process to generate work tasks based on meter reading thresholds

• Create and populate the service matrix and learn how the system automates the assignment of work• Manage the request process and the multiple options for collecting the requests. Addresses Re quest Central, the Contact Center, and Dispatch Management

IBM TRIRIGA Work Task Management

Overview

In this course, you will learn how to set up, generate and manage corrective work orders. Discussions around how technicians will complete work orders, as well as manage timesheets and task closure

Prerequisites

VTA002, VTA511-HD

Topics

• Overview of the work task structure and lifecycle, including integration with project schedules• Assignment and management of resources, materials, procedures, and cost responsibilities• Manage the task closeout process, including timesheet management


IBM TRIRIGA Facility Condition Assessment

Overview

Using the IBM TRIRIGA Facility Assessment application, organizations can efficiently manage the condition of all the items that are utilized within a building or structure. Learning this process will help organizations identify the estimated replacement costs associated with Facilities and the various Building Systems and to identify potential problems and their criticality of those problems preventing damage and costly breakdown to building System and Assets.

Prerequisites

VTA002, VTA511-HD

Topics

• Facility Assessment Process overview, Facility Condition Index.• Create inspections for each building system to capture your risk rating, any deferred maintenance that cannot be immediately addressed, and capture the estimated costs.

IBM TRIRIGA Inventory & Asset Management

Overview

In this course, you will learn how to set up and manage inventory and asset management. Discussions around procurement, maintaining accurate stock counts, and assignment of inventory to locations and technicians.

Prerequisites

VTA002, VTA511-HD

Topics

• Overview of the inventory management process, including purchasing, adjustments, and inbound and outbound transactions.• Create and manage an inventory location hierarchy to store inventory items• Assign assets and inventory to technicians required for work task completion, while maintaining accurate inventory counts and assignment responsibility


• Learn how the system can capture all types of Environmental data: Energy, Waste, Water, Chemical, Climate, and Travel from their various sources• Discuss how the new Impact manager can monitor the Environment data collected and trigger work requests and notifications based on monitored conditions• Learn how to run, report, and analyze on your Portfolio’s Carbon Calculation

• Perform an analysis as the Operation Manager deciding which of their deferred costs would be best submitted to Capital Planning and which should be budgeted for on their own.• Request funding from your Operational and/or Capital budgets creating the projects and tasks to execute the repair and update the FCI automatically

IBM TRIRIGA Environmental Management

Overview

This course is designed to educate participants about the IBM TRIRIGA Environmental Management module. In this course, you will learn how to measure, manage, and reduce your overall Environmen-tal impact. Focus will be placed on Energy consumption but also include how to track Water, Travel, Waste, Weather, and other emission logs.

Prerequisites

VTA002

Topics

• Overview of the Environmental Management module discussing how the processes will work lever aging each component.


2017 IBM TRIRIGA – REPORTING COURSES


IBM TRIRIGA Ad-Hoc Reporting VTA511-HD 2-Days

IBM TRIRIGA BIRT Reporting VTA511-WT 3-Days

IBM TRIRIGA Ad-Hoc Reporting

Overview

The intent of this course is to familiarize participants with the ad-hoc reporting capabilities provided within the IBM TRIRIGA Platform. Reporting types covered in this course include: Queries, Charts, Hierarchal, and Advanced Associations are covered in this course

Prerequisites

VTAS26, VTA611

Topics

• Introduction to IBM TRIRIGA reports including Community Reports, My Reports, and System Reports.• Creating or modifying query reports – both editable and non-editable. Various reporting options are covered including filtering, grouping and association reports.• Creating and updating graph reports including pie, bar, and summary.• Using Association filters and actions to enhance existing reports.• Using the Association filters to then create and use Hierarchy reports.


IBM TRIRIGA Business Intelligent Reporting Tool (BIRT) Reporting

Overview

The intent of this course is to familiarize participants with the BIRT reporting capabilities in the IBM TRIRIGA Platform. We will cover the various reporting types including: BIRT Query and Form Reports, Drill-through, Score Card, and various others.

Prerequisites

VTAS26, VTA611, VTA620

Topics

• Overview and installation of Eclipse BIRT and how it interacts with TRIRIGA.• Learn how to create a basic Query report that can be leveraged and formatted in BIRT.• Learn how the Eclipse RSS Feed can be leveraged in a TRIRIGA Report.• Learn how to create and use association reports.• Learn how to create and use Drill-through reports.• Learn how to create and use Score-Card reports.• Learn how to create and use Dashboard reports.• Learn how to add any BIRT Report to a TRIRIGA Portal.


2017 IBM TRIRIGA – ADMINISTRATIVE COURSES


IBM TRIRIGA Application Administrator VTA611 3-Days

IBM TRIRIGA Application Development VTA701 5-Days

IBM TRIRIGA System Administration VTA710 3-Days

IBM TRIRIGA Workplace Performance Management

(WPM)VTA640 2-Days

IBM TRIRIGA Application Administrator

Overview

The intent of this course is to familiarize participants with the development and configuration of IBM TRIRIGA using the IBM TRIRIGA Application Platform Tools. It will focus on the design and problem solving techniques used within IBM TRIRIGA. The course will help explain the business logic and system configuration tools of IBM TRIRIGA and how an admin resource can utilize those tools to maintain and configure the system based on the user’s needs.

Prerequisites

VTAS26

Topics

• Overview of the Application Administrator role and process they’re required to perform• Definition review of Common TRIRIGA Terminology and functionality within the system


• Review the TRIRIGA Data Structure, defining Module/Business Objects/Forms and how they are used universally throughout the system• Learn how to manage the deployment of your assigned licenses to users and view which licenses are being consumed.• Learn how to manage user passwords including setup and resets• Learn how to use the Document Manager to Check-In/Out, organize information, and deploy documents to specific User Groups• Learn how to Create/Modify a Security Group to display or hide/change read options to Records/ Forms/Tabs/Sections• Learn how to create End User Reports and Charts that can be pushed out to the users of TRIRIGA to access basic data tables and structures• Learn how to use the Portal Builder to add/modify a users visibility to certain records inside of the system• Learn how to modify the Navigation menu using the Navigation Builder tool• Understand the Classification Hierarchy and how to add records to existing Classification hierarchies• Understand how the system Leverages Lists and learn how to enter/reorganize new list items• Learn how to manage Contact Roles within the Approval process• Learn how to use the OOTB System Notification Content and Requirements to send information to users• Learn how to create new and modify existing Data Conversions (ie currency and UOM conversions)• Understand how the Unit of Measures are placed into the system and how to update the available list on all forms• Quick overview of TRIRIGA Integrations including the use of Data Integrator and the Integration Object• Introduction to the Admin Console and how the Administrator can perform/watch how the system is working, including basic troubleshooting tips.


IBM TRIRIGA Application Development

Overview

The intent of this course is to familiarize participants with the development and configuration of IBM TRIRIGA using the IBM TRIRIGA Application Platform Builder Tools. This course focuses on the design, development, and problem solving techniques used within IBM TRIRIGA. The course will help explain the business logic and development tools of IBM TRIRIGA, and how it can be used to meet your business needs without knowing how to program the underlying code.

Prerequisites

VTAS26, VTA611 (optional)

Topics

• Overview of the Application Developer role and course• Definition review of Common TRIRIGA Terminology and functionality within the system• Naming conventions and best practices• Review the Objectives of the class and the scenario we will be working through• Learn how to use the Data modeler, leveraging existing objects to replicate and extent TRIRIGA Business Objects and Fields• Learn how the State Family and State Transitions are used against the Business Objects and how to modify their processes• Learn how to use the Association Manager to create new associations that are expected and re portable in the system• Learn how to use the Form Builder to generate new forms or modify existing forms whenever required.• Creating Navigation collections and portal to define the user experience• Learn how to create and use new Lists and classifications, then use them in a field on the Business Object• Review basic ad-hoc reporting techniques and learn how to leverage reporting to support application design• Learn how to create Workflows in their various uses• Review Approval process and how to add approval capabilities• Learn to leverage the Notification Helper to deliver custom notifications to end users• Overview of the security process and concepts in TRIRIGA, including how to modify a security group• Overview of the entire Object Migration process, including how to export application design components and how to import small application changes and full application


IBM TRIRIGA System Administration

Overview

This course is designed to educate participants about IBM TRIRIGA and allied software installations, setting up the optimum performance parameters, day-to-day IBM TRIRIGA operations, log maintenance, troubleshooting techniques, thread management, memory management. The course also highlights best practices for system administration.

Prerequisites

N/A

Topics

• Overview of the Application Developer role and process they will be required to perform.• Definition review of Common TRIRIGA Terminology and functionality within the system.• Review the TRIRIGA Data Structure, defining Module/Business Objects/Forms and how they are used universally throughout the system.• Learn how to create End User Reports and Charts that can be pushed out to the users of TRIRIGA to access basic data tables and structures.• Learn how to use the Portal Builder to add/modify a users visibility to certain records inside of the system.• Learn how to modify the Navigation menu using the Navigation Builder tool.• Learn how to Create/Modify a Security Group to display or hide/change read options to Records/ Forms/Tabs/Sections.• Learn how to manage the deployment of your assigned licenses to users and view which licenses are being consumed.• Understand the Classification Hierarchy and how to add records to existing Classification hierar chies.• Understand how the system Leverages Lists and learn how to enter/reorganize new list items.• Learn how to use the OOTB System Notification Content and Requirements to send information to users.• Learn how to use the Document Manager to Check-In/Out, organize information, and deploy docu ments to specific User Groups.• Learn how to create new Contact Roles requiring the various types of approvals.• Learn how to manage user passwords including setup and resets.


• Quick overview of TRIRIGA Integrations with detailed conversations around the use of Data Integrator and the new Integration Object.• Introduction to the Admin Console and how the Administrator can perform/watch how the system is working, including basic troubleshooting tips.

IBM TRIRIGA Workplace Performance Metrics (WPM)

Overview

This course is designed to educate participants about the Workplace Performance Management (WPM) framework. WPM helps organizations evaluate operational, customer, and financial parameters against planned goals and objectives in order to proactively take corrective measures to align operations with objectives. The curriculum includes working with WPM metrics, setting up thresholds, and managing the key performance indicators (KPIs), a technical overview of the architecture, setting up fact tables, ETL jobs, and Job Scheduler.

Prerequisites

VTAS26, VTA611, VTA620

Topics

• WPM architecture overview, fact and dimension tables, and ETL jobs.• Accessing WPM reports and scorecards.• Metric report setup including value, scorecard and time-trend metric queries.• WPM role-based portals, personalization, and creating WPM portals/sections.


IBM MAXIMO – FUNCTIONAL TRAINING

Course Name ValuD Course Code Release Duration

IBM MAXIMO Basics MAX-BASICS 7.X 1 Day

IBM MAXIMO Application Administrator MAX-WA 7.X 4 Days

IBM MAXIMO Work Management MAX-WM 7.X 2 Days

IBM MAXIMO Asset Management MAX-AM 7.X 3 Days

IBM MAXIMO Inventory Management MAX-IM 7.X 3 Days

IBM MAXIMO Basics

Overview

This course is designed to familiarize new users with basic IBM Maximo concepts including navigation, menu, the start center, searching, reporting and a basic overview of features and functions.

Prerequisites

NA


IBM MAXIMO Application Administrator

Overview

This class focuses on the administrative modules of Maximo, such as Resources, Contracts, Financials, start center administration and the best practices to follow.

Prerequisites

NA

Topics

• Overview of the Maximo modules and applications.• Overview of navigation and application standards.• Review and discuss naming conventions and auto-numbering.• Review search techniques and saving queries.• Learn how to create, modify and assign start center templates.• Discuss GL account configuration and financial settings.• Review the bulletin board application.• Learn how to manage person records and user accounts.• Learn how to create and use person groups.• Review the application and report security structure and how security groups are used.• Learn how to create calendars and how they’re applied in the system.• Learn how to create craft and labor records and the various ways to associate rates to them.• Learn how to create and use qualification records.• Learn the different types of contracts and how/when to use them.• Learn how to create and use escalations to send notifications and automate actions• Discuss the type of domains (value lists) and learn how to manage them.


IBM MAXIMO Work Management

Overview

This class is designed to teach participants the fundamentals of identifying, creating, planning, scheduling, assigning, executing, completing and analyzing maintenance work using IBM Maximo.

Prerequisites

NA

Topics

• Overview of the Work Order, Safety and Preventive Maintenance module in Maximo.• Review the typical life cycle of a work request.• Discuss the purpose of Maximo in managing and maintaining work assets.• Discuss how to leverage the Start Center to assign, route and manage work.• Learn how to create work requests and the difference between work requests and work orders.• Learn techniques for preventing the duplication of work orders.• Review the statuses of a work order and the functions of each.• Review the different methodologies of assigning work.• Discuss methods for prioritizing and escalating aging or high priority work orders.• Discuss best practices for Completing vs. Closing work orders.• Learn how to create job plans and use job plan sequencing.• Learn how to create preventive maintenance schedules and manually generate PMs.• Creating, assigning and tracking preventive maintenance work.• Leveraging the automation of preventive maintenance schedules.• Learn how to utilize routes for maintenance inspections to drive predictive maintenance.• Learn how to record down time on a work order.• Learn how to record meter readings on a work order.• Learn how to create and use safety plans.• Learn how to create and use failure codes and discuss their benefits.• Learn techniques for searching for and finding records in Maximo.• Learn how to view the history of Assets (equipment) and locate spare parts.• Learn how to apply plans or estimates to a work order.• Learn how to record work efforts and materials used on a work order.• Learn how leverage classifications to standardize work descriptions.


IBM MAXIMO Asset Management

Overview

A comprehensive class on how to leverage Maximo to manage your organization’s work assets.

Prerequisites

NA

Topics

• Overview of the Asset module and other administrative and organizational settings used in Maximo for managing and maintaining work Assets.• Discuss fundamental best practices of asset management.• Discuss the hierarchical structure of Asset and Location records in Maximo.• Discuss best practices for naming assets.• Learn how to capture costs and leverage hierarchies for cost rollup purposes.• Learn how asset records work the rotating items.• Learn how to associate/assign assets to a custodian or user.• Learn how to leverage Meters for more efficient preventive or predictive maintenance.• Learn how to build and schedule preventive maintenance for assets.• Learn how to use warranty information on assets to avoid unnecessary repair costs.• Learn how downtime is tracked.• Learn how classifications can be leveraged to standardize asset descriptions.• Learn how to apply new attributes to a given asset without the need to modify or add new fields.• Discuss how to leverage priority in the work flow.• Learn how to view an asset’s complete history of its life time.


IBM MAXIMO Inventory Management

Overview

This course will educate participants on how to use and leverage the inventory and purchasing modules in IBM Maximo

Prerequisites

NA

Topics

• Overview of the Inventory and Purchasing modules and related applications.• Learn how items are managed, organized and distributed throughout the Maximo system.• Learn how inventory balances are managed.• Learn how to perform cycle counts and physical inventory within Maximo.• Learn how inventory items are issued to work orders, assets, locations and/or individuals.• Learn how to automate the reorder process and record received items.• Learn how to retrieve usage data for inventory items.• Learn how to configure and manage rotating items.• Learn how to leverage the Tools and Services applications.• Learn how purchase contracts are used in Maximo.• Discuss the use of Request for Quotations to contain costs.• Review purchase requisitions and discuss how they can be used in the work flow.


IBM MAXIMO – SYSTEM ADMINISTRATION


IBM MAXIMO Work Flow Development MAX-ADMIN-WF 7.X 2 Days

IBM MAXIMO Application Development MAX-ADMIN-AD 7.X 5 Days

IBM MAXIMO System Ad-ministrator MAX-ADMIN 7.X 3 Days

IBM MAXIMO Asset Management MAX-AM 7.X 3 Days

IBM MAXIMO Inventory Management MAX-IM 7.X 3 Days


IBM MAXIMO Work Flow Development

Overview

This course is designed to educate participants on the methods of developing and manipulating workflows in Maximo.

Prerequisites

MAX-ADMIN

Topics

• Overview of concepts and principles of developing workflows for use in Maximo.• Review the elements of the Start Center and their integral usage in workflows.• Configuring and using the Result Set portlet for work flow.• An in-depth review of the Workflow Designer application and how they work with Roles, Actions and Escalations.• Learn the purpose of the Workflow Designer in developing work flows and how the Inbox is used on the Start Center.• Learn how to configure alerts and escalate aging work.• Configuring KPIs and reports for use in work flows.


IBM MAXIMO Application Development

Overview

The intent of this course is to familiarize participants with the development and configuration of IBM Maximo using the Application Designer. This course focuses on the design, development, and prob-lem solving techniques used within IBM Maximo. The course will help explain the business logic and development tools of IBM Maximo, and how it can be used to meet your business needs without knowing how to program the underlying code.

Prerequisites

MAX-ADMIN

Topics

• Overview of the Maximo developer role.• Review of Maximo terminology and basic functionality.• Name conventions and best practices.• Review the Database Configuration and business objects.• Learn how to add a new attribute (field) tan existing object.• Learn how to add a new business object (table).• Learn how to use the Application Designer to: • Modify screens, expose new or hidden fields. • Create new screens. • Hide screen elements conditionally. • Change properties of the screen and fields. • Enforce restrictions.• Learn how to use signature options and security tdrive/enforce business practices.• Learn how to export/import the application definition’s XML code.• Learn how to modify and create new Maximo lookups.• Review system XML files.• Learn how to create Conditional Expressions and how/where they are used in Maximo.• Learn how to leverage Workflow Designer in application screens.• Learn the various ways a default value can be set in fields.• Learn how to create and use Automation Scripts


IBM MAXIMO System Administrator

Overview

This course is designed to educate participants on the configuration of Maximo running in a Websphere /Windows Server environment including performance tuning, application properties and security settings.

Prerequisites

NA

Topics

• Overview of the Maximo application installed in Websphere/Windows environment.• Learn how to redeploy the Maximo EAR file and when this is necessary.• Learn how to integrate Maximo with Active Directory using the LDAP protocol and securing Maximo with SSL.• Maximo / Websphere performance tuning tips.• Review of the system log files, how to extend the log files and basic troubleshooting tips.• Review Organizational settings.• Review the Database Configuration and business objects.• Learn how to create and maintain database indexes.• Learn how to configure Maximo financial module.• Learn how to configure Maximo for a multi-site implementation.• Learn how to configure users and manage Maximo Signature Security.• Review licensing considerations and functionality.• Learn how to manage Report Security and configure & extend report object structures (ROS).• Learn how to create/modify Start Centers and KPIs.• Learn how to configure e-Signatures and enable auditing.• Learn how to configure Domains (value lists).• Learn how to create Conditional Expressions and where /how they are used.• Review CRON task setup.• Review of System Properties.• Learn how to configure escalation notifications and actions.• Review integration concepts and procedures.• Learn how to configure the email listener.• Learn basic functions of the Application Designer.• Learn basic functions of the Workflow Designer.


IBM MAXIMO – REPORTING


IBM MAXIMO – BIRT Reporting Training MAX-BIRT 7.X 3 Days

IBM MAXIMO – BIRT Reporting Training

Overview

Participants can expect to learn how to create and deploy enterprise BIRT report for the IBM Maxi-mo CMMS. The course covers a range of topics from installing the Eclipse/BIRT Report Designer to report creation, design and deployment.

Prerequisites

Must be familiar with Maximo or completed MAX-BASICS course.

Topics

• Install Eclipse/BIRT Report Designer to workstation.• Report design layout overview – dos and don’ts• Learn basic, fundamental SQL (Standard Query Language) techniques.• Learn how to create a BIRT report and deploy it to Maximo• Learn how to utilize grouping, sorting, filtering, expressions, aggregations, conditional highlighting, images, etc. in a report.• Learn how to use parameters in a report.• Learn how to use sub-reports.• Learn how to create and use Drill-Through reports.• Learn how to configure charts and graphs in a report.• Learn how to configure crosstabs (pivot tables) in a report.• Learn how to build report templates.• Learn how to create Query Based Reports (QBRs) in Maximo and extend them using BIRT.• Learn how to execute, schedule and email reports from Maximo.


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