Maximo Overview

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MAXIMO Version 6 (MXES or MAXIMO Enterprise) Tim Taber, PE Stearns & Wheler, LLC Wednesday, May 17, 2006 SOUTHEASTERN MAXIMO USERS GROUP (SMUG) MEETING

Transcript of Maximo Overview

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MAXIMO Version 6(MXES or MAXIMO Enterprise)

Tim Taber, PEStearns & Wheler, LLC

Wednesday, May 17, 2006SOUTHEASTERN MAXIMO USERS GROUP (SMUG) MEETING

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Agenda� Poll – What Version of Maximo Do You Use?� Maximo Versions – Timeline� MXES

� Architecture Differences� User Interface� Workflow and Database Configuration� Multi-org and Multi-site� Modules and Applications� KPI’s� Security� Reporting

� Upgrading to MXES

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Maximo Version Poll

�MXES�MAXIMO 5.2�MAXIMO 5.1�MAXIMO 4.11�MAXIMO 4.1�Other

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Maximo Timeline 1

OCT – DEC ‘04 JAN – MAR ‘05 APR – JUN ‘05 JUL – SEP ’05

MAX 5.2 P3

MAX 4.1.1 P7

MAX 5.2 P4MAX 5.2 P2A

Maximo EnterpriseSuite

MAX 5.1 P3 FinalLocalizations

MAX 5.1 P5 MXES 6.0.02(+ 4 Configurations)

MXES 6.0.01(+ 4 Configurations)

MXES Mobile

March 25, 2005

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Maximo Timeline 2

OCT – DEC ‘05 JAN – MAR ‘06 APR – JUN ‘06 JUL – SEP ‘06

MXES Upgradesfrom MAX 4.1.1Oracle, English

MAX 5.2.06 MAX 5.2.07

MRO EstimatedRetirement Dates

5.1 Mar 20054.1.1 to 5.2 UpG Jun 20064.1.1 Dec 20065.2 Dec 2007

MRO EstimatedRetirement Dates

5.1 Mar 20054.1.1 to 5.2 UpG Jun 20064.1.1 Dec 20065.2 Dec 2007

MAX 4.1.1 P8 (TBC)

MXES Upgradesfrom MAX 5.1/5.2

All SQL Server (TBC)

MXES 6.0.03 MXES 6.0.04

“Harrier”MXES 6.1

���� FY07

MAX 4.1.1 Java Apps P7

MAX 5.2.05

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MXES Upgrade Schedule

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Evolution of Maximo Extended Enterprise Suite.� 4.0 Series

� Centura based client-server application.� 4.1 Series

� Hybrid of Centura and Java.� Home grown java application server – MXServer.� More Centura applications than Java applications.

� 5.0 Series� Still a hybrid of Java and Centura.� Started using commercial application servers such as weblogic and

websphere.� More java applications with a few Centura apps still pending conversion.

� 6.0 Series� Complete Java based solution – 100% ( excluding third party tools).� Large number of applications, Help Desk, ITAM etc.

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MXES Architecture�Multi Tier architecture.�Clear logical separation of layers.�Built from ground up.�Built on J2EE Platform and is standards based.�Java, XML, Dynamic HTML, Java Server Pages (JSP)�Uses Commercial Application Servers such as

�Weblogic, WebSphere.

�Enables centralized systems.�Multiple Orgs, Multiple Languages etc.

�J2EE Verified Enterprise Application.

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MXES – User Interface Changes� In MXES, the User Interface framework has been completely

redesigned.� It is based on XML definition and uses dynamic html.� The screen layouts are stored in the database in a xml

document format.� No need to have multiple sets of jsp pages to support multi-

language.� In multi language setup, an user can change the language

preference and the UI will display the labels and text in that language.

� No need for any java/applet on the client side, except in the case of workflow designer

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MXES – UI Changes

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MXES – UI Changes

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Workflow and Escalation Enhancements� Workflow functionality is completely re-designed.� MXES supports all objects for workflow.� Workflow is completely Java and Browser based.� Escalation application has been added.

� Helps in automatic process monitoring.� Helps in condition monitoring such as lease expiration etc.

� Escalation application helps in applying Service Level Agreement ( SLA ).

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Workflow and Escalation Enhancements

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Database Configure Changes� Database configure has been completely redesigned.

� Supports the new Maximo data dictionary changes I.e. Objects, Attributes, Views.

� In order to use the new configure, one needs to understand the relationship between tables and objects.

� In MXES, all relationships are stored in the database, hence they are configurable through db configure.

� Database configure application can only setup the configuration.You cannot configure the database from the application.

� Command line utility is the only way to configure the database.� ConfigDB is available under mxes\tools\maximo.

� Maximo application server(s) have to be shutdown for configdb to run.

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MXES Data Dictionary

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Database Configuration Application

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Site 7Site 7Site 7Site 7

Dat

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Org

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Org

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Site 6Site 6Site 6Site 6

Site1Site1Site1Site1

Site 2Site 2Site 2Site 2

Site 3Site 3Site 3Site 3

Site 4Site 4Site 4Site 4

Site 5Site 5Site 5Site 5

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Viewing Data� Users no longer log into a Site

� Users log into Maximo

� View data based on security

� Users can have different privileges in different Sites

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Searching for Records in MXES

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Searching for Records in MXES

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Sharing Data Across Organizations

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Set Related Data Applications

�Item Master�Tools�Company Master�Master PM�Job Plans

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Centralized Purchasing

PR – Site 1

PR – Site 2

PR – Site 3

PO – Site 4

Receiving – Site 1

Receiving – Site 2

Receiving – Site 3

Invoice – Site 4

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Maximo 5 – EAM Capabilities

Asset Management

Reporting / KPIs / Analysis

Work Management Materials Management Purchasing

LocationsEquipmentFailure CodesCondition Monitoring

Request for QuotationReceivingPurchase RequisitionsInvoicesPurchase Orders

Item MasterStoreroomsInventory Issues & Transfers

Job PlansRoutesWork RequestsService ContractsWork Order TrackingWork RequestsSafetyQuick ReportingLabor Lock-Out/Tag-Out Tools / Crafts/ CompaniesPreventive MaintenanceAssignment Manager

Workflow

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Maximo Enterprise Suite – EAM CapabilitiesAsset Management

Reporting / KPIs / Analysis

WorkManagement

Materials Management Purchasing

LocationsAsset Failure CodesCondition MonitoringMetersMeter Groups

Request for QuotationReceivingReceiving InspectionsPurchase RequisitionsInvoicesPurchase OrdersDesktop Requisitions

Item MasterStoreroomsInventory • Lot Management• KittingIssues & TransfersCondition CodesStocked ToolsService Items

Job PlansRoutesService RequestsService ItemsWork Order Tracking• Services on JP & WOService RequestsSafetyQuick ReportingLabor • Multi SkillsLock-Out/Tag-Out Tools /Crafts/CompaniesPreventive MaintenanceMaster PMAssignment Manager

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

Contract Management

Purchase ContractsMaster ContractsWarranty ContractsLease/Rental ContractsLabor Rate ContractsPayment Schedules

Service Management

Service CatalogsSLA Management

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Asset Management Enhancements� Asset Move / Modify Enhancements

� Equipment renamed to Assets� Plan and Execute Asset Moves on WOs� Plan and Execute Asset Specification Changes on WOs� One Step Asset “Swaps”� Asset Moves Across

Organizations� Assets are now status-

able

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Meter (and Condition Based) Enhancements� New Meter Application w/ multiple types

� Continuous - Meter Based PMs (e.g. Hour Meter, Fuel Meter)

� Gauge - Condition Based PMs (e.g. Temperature, Pressure)

� Characteristic - Condition Based PMs (e.g. Oil Color, Flame Color)

� Meters Assigned to Assets and / or Locations

� Multiple Meters per Asset or Location

� Multiple Meters per PM

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Work Management Enhancements� Services Enhancements

� Services Used on Job Plans and WO� Lump Sum and Unit Cost Services� e.g. HVAC Service, Landscaping Service

� Services Linked and Managed from Contracts Module

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Labor and Crafts Enhancements� Craft/Labor Skill Levels (Apprentice, Journeyman,

etc.)� Labor can have Multiple Crafts

� Qualifications and Certifications� Supported in WOs and Assignment Manager

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Inventory Enhancements� Item Tracking by Condition

� e.g Tire Tread Depth; or New, Used, Rebuilt

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Inventory Enhancements� Item Kitting Enhancements

� Items grouped and managed in the Storeroom as a “Package”

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Inventory Enhancements� Material Inspections on Receipt

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Tool Management Enhancements� Tool Management Module

� Stocked and Rotating

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Application Designer

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Application Designer� New Application called App Designer has been developed.� The App Designer is a GUI based application that helps in

creating and modifying application layout without changing any code.� Drag and drop functionality.� Before MXES this had to be done by modifying the JSP

pages.� This is extremely powerful for making rapid changes to

application screens and deploying.� Since screens are multi-language enabled, single screen change

can handle all languages.

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KPI Manager Application� Easily build

KPI reports

� KPI’s can be displayed on the Start Center

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KPI Manager Application - Trending

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Security Changes� Security is an area that has been completely redesigned in MXES.

� User authentication changes.� LDAP/ Single Sign on.� User application changes.

� Database authentication used before.� Now have Maximo internal authentication (default).� Can use external authentication through LDAP servers. Active

Directory is supported.� End users are no longer created as database users.� Pre-MXES users logged into a single site, but now an user logs

into the system.� User has a default site setting, but is allowed to access any sites/orgs that

the user has access.� Framework applies the user security to the sql statements.

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Security Profile� In MXES, user does not login to a specific site. User

logs into the system.� While logging in, a profile is built.

� List of sites, sets etc. is built.� The profile contains all the security access and

authorization information.� Use MyProfile application to change settings.

� Default Insert Site� Query with default site.� Language – order of preference is profile, login page, base.� Timezone

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Authentication Changes� New Maximo Authentication is introduced.

� Pre MXES, database authentication was used. Hence every Maximo user was created as a database user.

� In MXES, Maximo has it’s our own authentication ( by default ). The users are stored in MAXUSER tables and Java Encryption technology is used for password encryption.

� No more database users for every Maximo user.� Just one database user to connect to the database and access

the data.� Additionally there may be more database users for Report

admin/design purpose.

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MXES Reporting

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MXES Reporting ToolsPower Business Casual EnterpriseAdmin

Analyst,Engineer

ManagersPlanners

MaintenanceTech

Supervisor, Buyer

Report Producers Report ConsumersReport Producers Report Consumers

eRDPro

Parameterized Reports

Mgmt Console

Information Objects

Information Objects

Parameterized Reports

eSpreadsheet eSpreadsheetQueries

Report Admin

Developer

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Admin: Report Management Tools

Actuate’s ManagementConsole

Maximo’s Report Admin App

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Developer: erdPro

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Power User: Information Objects

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Business User: eSpreadsheet

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Casual User: Queries

Use Query Wizard to create Individual, Unique Report

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Enterprise User: Parameterized Reports

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Maximo Report Admin Application

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Maximo Lookups in Report Parameters

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Maximo Query� Queries seamlessly incorporated to run like Reports

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MXES Report Types

41%

18%

18%

15%

4% 4%

AnalysisListDetailQueryHierarchyCrossTab

Value Add Reports and Queries

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Reports and Queries by Application

MXES Reports by Application

19%

14%

17%11%

9%

9%

8%

8%5%

Service Desk

Inventory

Work Mgmt

Asset Mgmt

Contracts

Procurement

IT Asset Mgmt

Misc

Labor

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Should You Upgrade to MXES?� Ask the following questions:

� Are there features in MXES that we can’t live without?� How much do we have invested in our current version?

� Interfaces� Reports� 3rd Party (handhelds, GIS, TRM, Quickpick, etc.)� Training� Documentation� Support� Comfort Level

� How “Stable” is MXES?� How “Stable” or fool-proof is the upgrade from our version to MXES?

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Should You Upgrade to MXES?� Yes – Put a plan in place to upgrade, whether it is in

the next year, or the next 3 years you should begin the planning.

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Questions

�Where to get more information

Tim Taber, [email protected]

Contact me

http://www.mro-world.com/ugwelcome.htm

MRO User Conference

http://support.mro.comMRO Support Web Site