IBM TRIRIGA & MAXIMO - valudconsulting.com · ValuD Consulting, LLC 855.588.278 01 IBM TRIRIGA &...

ValuD Consulting, LLC

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IBM TRIRIGA &MAXIMO

TRAINING CATALOG



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2018 IBM TRIRIGA - INTRODUCTION COURSES

TRIRIGA Geographies

Module : TRIRIGA Core Component

ValuD Course Code : TCO1

IBM Course Code : TOS26

Duration : 2 Hours

Description : Learn to create, modify, and best utilize Geographies within TRIRIGA. Understand the

creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA

Geographies.

Prerequisites : NA

Course Name ValuD Course Code Duration

TRIRIGA Geographies TCO1 2 Hours

TRIRIGA Locations TCO2 2 Hours

TRIRIGA Organizations TCO3 2 Hours

TRIRIGA People TCO4 2 Hours

TRIRIGA Specifications TCO5 2 Hours

TRIRIGA Assets TCO6 2 Hours

TRIRIGA Chart of Accounts TCO7 2 Hours



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TRIRIGA Locations




Duration : 2 Hours

Description : Learn to create, modify, and best utilize Locations within TRIRIGA. Understand the

creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA

Locations

Prerequisites : NA

TRIRIGA Organizations




Duration : 2 Hours

Description : Learn to create, modify, and best utilize Organizations within TRIRIGA. Understand

the creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA

Organizations

Prerequisites : NA

TRIRIGA People




Duration : 2 Hours

Description : Learn to create, modify, and best utilize People within TRIRIGA. Understand the

creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA People

Prerequisites : NA



3

TRIRIGA Specifications




Duration : 2 Hours

Description : Learn to create, modify, and best utilize Specifications within TRIRIGA. Understand

the creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA

Specifications

Prerequisites : NA

TRIRIGA Assets




Duration : 2 Hours

Description : Learn to create, modify, and best utilize Assets within TRIRIGA. Understand the

creation of each record, followed with a discussion on the Impact Analysis of using TRIRIGA Assets

Prerequisites : NA

TRIRIGA Chart of Accounts



IBM Course Code : NA

Duration : 2 Hours

Description : Learn to create, modify, and best utilize Chart of Accounts within TRIRIGA.

Understand the creation of each record, followed with a discussion on the Impact Analysis of using

TRIRIGA Chart of Accounts

Prerequisites : NA



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TRIRIGA Site Selection TRE1 4 Hours

TRIRIGA RE Transactions TRE2 4 Hours

TRIRIGA Contract Management

TRE3 4 Hours

TRIRIGA Accounts Payable TRE4 4 Hours

TRIRIGA Accounts Receivable TRE5 4 Hours

TRIRIGA Lease Accounting TRE6 4 Hours

TRIRIGA Journal Entries TRE7 4 Hours

TRIRIGA Site Selection

Module : Real Estate

ValuD Course Code : TRE1

IBM Course Code : TA541

Duration : 4 Hours

Description : Learn to use TRIRIGA to develop Lease vs Owned scenarios. Analyze them based on

Qualitative and Quantitative parameters, while make an unbiased decision to expand (or condense)

your company’s portfolio.

Prerequisites : TRIRIGA Locations, TRIRIGA Organizations, TRIRIGA People

https://www.valudconsulting.com/training-academy/tririga-locations/

https://www.valudconsulting.com/training-academy/tririga-organizations/

https://www.valudconsulting.com/training-academy/tririga-people/



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TRIRIGA RE Transactions




Duration : 4 Hours

Description : Learn to compile and execute Real Estate Projects and their various actions, such as:

Acquisition, Disposition, Lease, Sublease, Terminate, Expire, and Current Terms (Renew).

Prerequisites : TRIRIGA Site Selection

TRIRIGA Contract Management




Duration : 4 Hours

Description : Learn to enter, manage, and search through critical dates, options, clauses, premises,

and other legal details for Real Estate, Asset, Owned, easement/Right-of-Way and others.


TRIRIGA Accounts Payable




Duration : 4 Hours

Description : Learn the details that make a Contract Management record Accounts Payable and

how to process in bulk and through exception. Understand the objects used when integrating with

and external financial system.

Prerequisites : TRIRIGA Contract Management

https://www.valudconsulting.com/training-academy/tririga-site-selection/




https://www.valudconsulting.com/training-academy/tririga-contract-management/



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TRIRIGA Accounts Receivable




Duration : 4 Hours

Description : Learn the details that make a Contract Management record Accounts Receivable and

how to bulk invoice tenants as well as process receipts.

Prerequisites : TRIRIGA Contract Management

TRIRIGA Lease Accounting




Duration : 4 Hours

Description : Learn to create Accounting schedules for Accounts Payable Leases for FASB and

IFRS, including Dual books for Local reporting requirements. Understand how the pending transition

can be achieved using the tools available.

Prerequisites : TRIRIGA Contract Management, TRIRIGA Accounts Payable

TRIRIGA Journal Entries




Duration : 4 Hours

Description : Learn to create Journal Entries for FASB, IFRS, and Local reporting requirements.

Leverage the default Journal Entries or modify/create new calculations to meet clients financial

requirements

Prerequisites : TRIRIGA Lease Accounting



https://www.valudconsulting.com/training-academy/tririga-accounts-payable/

https://www.valudconsulting.com/training-academy/tririga-lease-accounting/



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Course Name ValuD Course Code DurationTRIRIGA Program and Funding

TCP1 4 Hours

TRIRIGA Initialize Project & Budgeting

TCP2 4 Hours

TRIRIGA Schedule Management

TCP3 4 Hours

TRIRIGA Documents and Submittals

TCP4 4 Hours

TRIRIGA Quality Control TCP5 4 Hours

TRIRIGA Bids, Contracts & Invoicing

TCP6 4 Hours

TRIRIGA Project and Funding Requests

TCP7 4 Hours

TRIRIGA Program and Funding

Module : Capital Projects

ValuD Course Code : TCP1


Duration : 4 Hours

Description : Learn to allocate and track the money as it moves from internal/external funds

through programs and eventually spent on projects.

Prerequisites : NA



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TRIRIGA Initialize Project & Budgeting




Duration : 4 Hours

Description : Learn to leverage templates to quickly create and manage the project generation and

Original Budget details. Transfer funds between budget codes or between projects.


TRIRIGA Schedule Management




Duration : 4 Hours

Description : Learn to leverage Capital Project templates and an MS Project integration to quickly

create tasks and their assignments for project completion. Understand the various types of

available project task types.

Prerequisites : TRIRIGA Initialize Project & Budgeting

TRIRIGA Documents and Submittals




Duration : 4 Hours

Description : Learn to leverage the design and review capabilities within TRIRIGA to store, or

ganize, and submit designated drawing and specifications for approval.

Prerequisites : NA




https://www.valudconsulting.com/training-academy/tririga-initialize-project-budgeting/



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TRIRIGA Quality Control




Duration : 4 Hours

Description : Learn to leverage the Quality containers and features within TRIRIGA. Risk

Mitigation, Potential change Orders, Pending Issues, and Security/Safety Compliance are all

available to be used.

Prerequisites : NA

TRIRIGA Bids, Contracts & Invoicing




Duration : 4 Hours

Description : Learn to create, send for bid, and collect Bid Documents for Contracted Services to

be used within a project. Understand the automation or manual process to create and manage an

ongoing project and related budget transfers and Change Orders.

Prerequisites : TRIRIGA Initialize Project & Budgeting

TRIRIGA Project and Funding Requests




Duration : 4 Hours

Description : Learn to submit potential projects, whether they are Facility or Capital Projects, into

TRIRIGA. Each Request goes through its respective Approval/Analysis process for acceptance and

allocation of funds.

Prerequisites : NA

https://www.valudconsulting.com/training-academy/tririga-initialize-project-budgeting/



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TRIRIGA Space Allocations TSM1 4 Hours

TRIRIGA Charge Chargebacks TSM2 4 Hours

TRIRIGA Move Management TSM3 4 Hours

TRIRIGA Space Requests TSM4 4 Hours

TRIRIGA CAD/BIM Management

TSM5 4 Hours

TRIRIGA Reservation Management

TSM6 4 Hours

TRIRIGA Strategic Planning TSM7 4 Hours

TRIRIGA Space Allocations

Module : Space Management

ValuD Course Code : TSM1


Duration : 4 Hours

Description : Learn to allocate spaces with various objects within TRIRIGA and tracked. People,

Organization, and Assets/Equipment. Understand the built-in automations available.

Prerequisites : TRIRIGA Locations, TRIRIGA Organizations, TRIRIGA People, TRIRIGA Specifications, TRIRIGA Assets




https://www.valudconsulting.com/training-academy/tririga-specifications/

https://www.valudconsulting.com/training-academy/tririga-assets/



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TRIRIGA Charge Chargebacks




Duration : 4 Hours

Description : Learn to properly charge for the spaces allocated throughout a corporation.

Leverage the Space Assessment Application to confirm space details and then create a snapshot for

historical and internal billing purposes.

Prerequisites : NA

TRIRIGA Move Management




Duration : 4 Hours

Description : Learn to create, receive, and process Move Line items that are created within

TRIRIGA. Coordinate with the various resources within a Move Project to move Assets, Equipment,

Rooms, People, etc.

Prerequisites : NA

TRIRIGA Space Requests




Duration : 4 Hours

Description : Learn to submit Self Service Requests for Move, Add, Change (MAC) using Request

Central as well as the new MoveMe and Group Move UX Apps

Prerequisites : NA



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TRIRIGA CAD/BIM Management




Duration : 4 Hours

Description : Learn to use Autodesk AutoCAD and Revit, as well as Microstation to connect and

interface with TRIRIGA CAD Drawings to provide a visual graphic and reporting functionality within

TRIRIGA. Learn to Install, Sync, Update, and Troubleshoot each system.

Prerequisites : TRIRIGA Space Allocations

TRIRIGA Reservation Management




Duration : 4 Hours

Description : Learn to setup and use the Reservation Management functionality within TRIRIGA.

Reserve Conference Rooms, Hoteling Desks, Equipment, and Vehicles.


TRIRIGA Strategic Planning




Duration : 4 Hours

Description : Learn to setup and forecast using the Strategic Facility Planning module of TRIRIGA.

Create Organizational Demand Surveys and connect them with the Supply provided by owned and

leased locations to find, analyze, and determine how to plan appropriately for future facility needs.


https://www.valudconsulting.com/training-academy/tririga-space-allocations/





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Course Name ValuD Course Code DurationTRIRIGA Corrective Maintenance

TMM1 4 Hours

TRIRIGA Preventive Maintenance

TMM2 4 Hours

TRIRIGA Maintenance Contracts

TMM3 4 Hours

TRIRIGA Task Assignment & Time Entry

TMM4 4 Hours

TRIRIGA Inventory Management

TMM5 4 Hours

TRIRIGA Procurement Management

TMM6 4 Hours

TRIRIGA Facility Projects TMM7 4 Hours

TRIRIGA Corrective Maintenance

Module : Maintenance Management

ValuD Course Code : TMM1


Duration : 4 Hours

Description : Learn to collect client and service requests and the service management prices

within TRIRIGA. Understanding available request types bases on building, vendors or workgroups

available to respond, and finally how to ensure customer satisfaction is the center of your business.

Prerequisites : TRIRIGA Locations, TRIRIGA Organizations, TRIRIGA Assets






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TRIRIGA Preventive Maintenance




Duration : 4 Hours

Description : Learn to create, assign, and schedule preventive work within TRIRIGA.

Understanding how to designate based on assets, locations, systems, and routes. And finally,

ensure the resources in that area of work are equipped properly with procedures, qualifications, and

correct materials and tools required.

Prerequisites : TRIRIGA Locations, TRIRIGA Organizations, TRIRIGA People, TRIRIGA Assets

TRIRIGA Maintenance Contracts




Duration : 4 Hours

Description : Learn to create and modify vendor service contracts and their respective terms and

conditions. Understanding the Service Assignment Matrix and how proper setup makes work as-

signment quick and easy, even with all the variety available.

Prerequisites : TRIRIGA Corrective Maintenance

TRIRIGA Task Assignment & Time Entry




Duration : 4 Hours

Description : Learn to Leverage the tools within TRIRIGA to assign resources their designated

tasks. Understand the abilities of multiple resource tasks and when to use this instead of leveraging

Facility Projects. Ensure technician time entry is accurate and complete before closeout and billing.

Prerequisites : NA





https://www.valudconsulting.com/training-academy/tririga-corrective-maintenance/



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TRIRIGA Inventory Management




Duration : 4 Hours

Description : Learn to store, count, and reorder all of your internal consumables, assets and

rotating assets, tools, and other inventory items. Ensure proper reordering points to Leverage

just-in-time purchasing to lower storage time on the shelf.

Prerequisites : TRIRIGA Specifications, TRIRIGA Assets

TRIRIGA Procurement Management




Duration : 4 Hours

Description : Learn to setup and complete purchasing and product requests for Capital projects

and Operational Maintenance. Understand the dynamics between purchasing, returns, receipts, and

invoicing.

Prerequisites : TRIRIGA Specifications

TRIRIGA Facility Projects




Duration : 4 Hours

Description : Learn to build, populate, and complete facilities projects. Used as Move Projects,

Multiple Workgroup collaboration, Facility Condition Analysis, and many other available scenarios.

Prerequisites : NA






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Course Name ValuD Course Code DurationTRIRIGA Measure Consumption

TES1 4 Hours

TRIRIGA Impact Manager TES2 4 Hours

TRIRIGA Carbon Calculations TES3 4 Hours

TRIRIGA Energy Certifications TES4 4 Hours

TRIRIGA Building Systems TES5 4 Hours

TRIRIGA Deferred Maintenance

TES6 4 Hours

TRIRIGA Capital Planning TES7 4 Hours

TRIRIGA Measure Consumption

Module : Environmental Management

ValuD Course Code : TES1


Duration : 4 Hours

Description : Learn how TRIRIGA compiles the various types of Level1, Level 2, Level 3, and other

environmental contributors. Learn how to then discover trends and comparisons to identify

systematic anomalies for improvements.

Prerequisites : TRIRIGA Locations, TRIRIGA Organizations





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TRIRIGA Impact Manager




Duration : 4 Hours

Description : Learn to use the built-in integration to a company’s BMS to compile energy data in

designated intervals as well as leverage the threshold triggers to send tasks to technicians upon

predefined variations.

Prerequisites : NA

TRIRIGA Carbon Calculations




Duration : 4 Hours

Description : Learn to compile the consumption logs from monthly and/or BAS data to compile,

project, and analyze carbon footprint calculations

Prerequisites : TRIRIGA Measure Consumption

TRIRIGA Energy Certifications




Duration : 4 Hours

Description : Learn to create, use, and complete Energy Certifications for LEED and BREAM.

Leverage the TRIRIGA Energy Star connector to submit and receive periodic ratings.

Prerequisites : NA

https://www.valudconsulting.com/training-academy/tririga-measure-consumption/



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TRIRIGA Building Systems




Duration : 4 Hours

Description : Learn to determine the granularity of detail and grouping methodologies of building

systems based on Uniformat and CSI Masterformat industry standards. Understand the value of

Facility Condition Analysis and its role in the overlaying FCM Best Practices

Prerequisites : TRIRIGA Locations, TRIRIGA Assets

TRIRIGA Deferred Maintenance




Duration : 4 Hours

Description : Learn to create, estimate, defer, and progress TRIRIGA opportunities (deficiencies).

Understand how to store old work complete for reference or leverage RSMeans to estimate data

based on regional pricing catalogs and quick turn-around. Also, can be leveraged to estimate

Service Requests. Understand the value of a Facility Condition Index and System Condition Indexes

and its role I the overlaying FCM Best Practices

Prerequisites : TRIRIGA Building Systems

TRIRIGA Capital Planning




Duration : 4 Hours

Description : Learn to compile information from Building Systems to best project and analyze

TRIRIGA Capital Planning. Use scenarios to model and determine best use of available funds to

lessen the impact of deferred asset and System failures.

Prerequisites : TRIRIGA Deferred Maintenance



https://www.valudconsulting.com/training-academy/tririga-building-systems/

https://www.valudconsulting.com/training-academy/tririga-deferred-maintenance/



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TRIRIGA Application Administration (IBM’s Platform I)

VTA611 5 Days

TRIRIGA Application Developer (IBM’s Platform II or Certification)

VTA701 5 Days

TRIRIGA System Administration

VTA710 3 Days

TRIRIGA BIRT Reporting VTA630 3 Days

TRIRIGA WPM Fact Tables VTA640 3 Days

TRIRIGA Application Administration (IBM’s Platform I)

Module : TRIRIGA Administrator

ValuD Course Code : VTA611


Duration : 5 Days

Description : The intent of this course is to familiarize participants with the maintenance 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 system configuration tools of IBM TRIRIGA, detail the ad-hoc reporting capabilities, and how an

admin resource can utilize those tools to maintain and configure the system based on the user’s

needs.

Prerequisites : NA



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TRIRIGA Application Developer (IBM’s Platform II or Certification)




Duration : 5 Days

Description : 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 : NA

TRIRIGA System Administration




Duration : 3 Days

Description : 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 : NA



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TRIRIGA BIRT Reporting




Duration : 3 Days

Description : 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 : TRIRIGA Application Administration

TRIRIGA WPM Fact Tables




Duration : 3 Days

Description : 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 : NA

https://www.valudconsulting.com/training-academy/tririga-application-administration/



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IBM MAXIMO – FUNCTIONAL TRAINING

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

Course Name ValuD Course Code Release Duration

IBM MAXIMO Basics MAX-BASICS 7.X 1 Day

IBM MAXIMO Application

AdministratorMAX-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



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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.



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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.



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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.



26

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.



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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 Administrator 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



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IBM MAXIMO Work Flow Development

Overview

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

Prerequisites

IBM MAXIMO System Administrator

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.

https://www.valudconsulting.com/training-academy/ibm-maximo-system-administrator/



29

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 problem 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


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

https://www.valudconsulting.com/training-academy/ibm-maximo-system-administrator/



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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.



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IBM MAXIMO – REPORTING

IBM MAXIMO – BIRT Reporting Training

Overview

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

Prerequisites

IBM MAXIMO Basics

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.


IBM MAXIMO – BIRT Reporting

TrainingMAX-BIRT 7.X 3 Days

https://www.valudconsulting.com/training-academy/ibm-maximo-training-catalog/



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ValuD Consulting16801 Addison Road Suite 425 Addison, Texas 75001(855) [email protected]

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IBM TRIRIGA & MAXIMO - valudconsulting.com · ValuD Consulting, LLC 855.588.278 01 IBM TRIRIGA &...

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