take a systematic approach - gomaximo

Take a Systematic Approachto Bettering Maximo

Simplify

1. Maximo ispaperwork–get in, getout

2. Data iscomplete andorganized

3. Eliminate,automate, orsimplify

Strengthen

1. On-demandmicro-training

2. Integratedtraining

3. Performance &reliability withclustering

Optimize

1. Streamlineprocesses

2. Proactivemaintenance

3. Increaseutilization

4. Enhance ROIand justifyMaximo $$$


Simplify

1. Maximo ispaperwork–getin, get out



Strengthen


2. High-valuecustomization

3. Performance& reliabilitywithclustering

Optimize






Simplify

1. Maximo ispaperwork–getin, get out



Strengthen


2. High-valuecustomization

3. Performance &reliability withclustering

Optimize





Part II

Configure vs. Customize

Configuration-Customization Spectrum

I With any requirement, always start from the left and workright when determining a viable solution.

I Generalizations are covered in the spectrum. Specializationssuch as PMs, GL and so on are not.

Organization SettingsConfiguration-Customization Spectrum

PointsI Options for inventory, assets, work orders,

labor, purchasing, drilldowns for assetslocations, crew assignment, preventativemaintenance, safety plans, SLAs, ownershipassignment, service addresses and workflow.

I Autonumber setupI System settings

Go To

I This is always the first stop.I When stuck look here!

Organization Settings

I Navigate to Administration to OrganizationI If the demo data is installed, open "EAGLENA"

DomainsConfiguration-Customization Spectrum

TypesI SYNONYM: built-inI ALN: BELOW, ABOVEI NUMERIC: 300, 450, 500I NUMERIC RANGE: > 0 and <= 5I TABLE: MYTABLE.MYVALUEI CROSSOVER: OBJ1.VAL1 → OBJ2.VAL2

Uses

I Constrain data entryI Augment statusesI Transfer values

DomainsConfiguration-Customization Spectrum

I Navigate to System Configuration to PlatformConfiguration to Domains.

I Open any domain, "LOCASSETSTATUS" for instance.

Database ConfigurationConfiguration-Customization Spectrum

TypesI Add, remove and modify objects, attributes,

indexes, and relationships

I Add, remove, and modify messages

Leverage

I DomainsI Custom classes

Database ConfigurationConfiguration-Customization Spectrum

I Navigate to System Configuration to PlatformConfiguration to Database Configuration.

I Open any object, "WORKORDER" for instance.

RolesConfiguration-Customization Spectrum

TypesI Custom classI A set of data related to a recordI Email addressI PersonI Person groupI A set of data related to the login user

Uses

I Workflow assignmentsI Communication templates

Communication TemplatesConfiguration-Customization Spectrum

TypesI Object appliedI Use with apps, escalations, workflow, or allI TO, CC, and BCCI Assign roles, persons, person groups, or

emailsI MessageI Attachments

Uses

I Workflow notificationsI Escalation notifications

Communication TemplatesConfiguration-Customization Spectrum

I Navigate to System Configuration to PlatformConfiguration to Communication Templates.

I Open any template, "WFASSIGN" for instance.

ActionsConfiguration-Customization Spectrum

TypesI Application ActionI Change StatusI Custom ClassI Command Line ExecutableI Action GroupI Set Value

Uses

I WorkflowI Escalations

ActionsConfiguration-Customization Spectrum

I To find actions examine the signature options defined for anapplication.

I Navigate to System Configuration to PlatformConfiguration to Application Designer.

I Open any application, "WOTRACK" for instance.I Choose Select Action, Add/Modify Signature Options

EscalationConfiguration-Customization Spectrum

PointsI Object appliedI Set applied using SQLI Field(s) applied

I Interval: every 15mI Repeatable

Leverages

I ActionsI Comm Templates

ExpressionsConfiguration-Customization Spectrum

Points

I SQL or custom class

Uses

I WorkflowI EscalationsI Signature options

ExpressionsConfiguration-Customization Spectrum

I Navigate to Administration to Conditional ExpressionManager

I Open any expression, "ASSETMETER" for instance.

WorkflowConfiguration-Customization Spectrum

PointsI Object appliedI Can auto-initiateI Handles assignments to rolesI Flow based on SQL or custom classesI Allows manual input and interactionI Can wake on eventsI Can escalate

LeveragesI RolesI ActionsI Comm TemplatesI Other workflowsI Automation ScriptsI Custom classes

WorkflowConfiguration-Customization Spectrum

I Navigate to System Configuration to PlatformConfiguration to Workflow Designer

I If the demo data is installed, open "WOSTATUS"

Signature Options & SecurityConfiguration-Customization Spectrum

Points

I Applied to apps and screenelements

I Can be used to drasticallyaugment user experience.

Leverages

I Expressions

Application DesignerConfiguration-Customization Spectrum

Points

I Add, modify, and remove:

I FieldsI Screen–tabs and dialogsI Tables and data sources

I Apply signature options

Leverages

I Expressions

I Signature Options

I Custom classes

Application DesignerConfiguration-Customization Spectrum

I Navigate to System Configuration to PlatformConfiguration to Application Designer

I Open any application, "WOTRACK" for example

Maximo Integration FrameworkConfiguration-Customization Spectrum

I Use web service (SOAP, REST), message queues ortransaction tables

I Place customization outside of MaximoI Easier to hire .NET programmers than Maximo developersI Easier to upgrade MaximoI Easier to migrate to and from Maximo

Automation ScriptsConfiguration-Customization Spectrum

I Available in Maximo 7.5I Sanctioned by IBMI Javascript or Jython supportedI Works with objects, attributes, actions, conditions (workflow),

and integration

The "Supported" ThresholdConfiguration-Customization Spectrum

Configuration

I Supported by IBMI You can open a PMR for

assistance.

Customization

I Not supported by IBMI You break it, you fix it!

Custom Style SheetsConfiguration-Customization Spectrum

I Like icons, custom CSS can be added to the active skin:SMP/maximo/applications/maximo/maximouiweb/webmodule/webclient/skins

I Utilize the predefined styles: http://tinyurl.com/hvk2bqw

http://tinyurl.com/hvk2bqw

TRM RulesManagerConfiguration-Customization Spectrum

I Venerated product capable of accomplishing much of thecustomization covered in this seminar

I Still passes the "Supported" Threshold; limiting use of IBMMaximo Support when problems are inevitably encounteredduring upgrades and other activities. Supported by TRM.

JavaConfiguration-Customization Spectrum

I Same technology used to build MaximoI Augment existing behavior or implement new behavior

Configuration-Customization SpectrumJava Script Pages

I Make minor changes; the login screen for example.I Build complete programs that are deployed alongside and

interact with Maximo within the same JVM instance.

PatchConfiguration-Customization Spectrum

I Back in the old days of Maximo 6x, after the rewrite fromC++ to Java, you often had to take matters into your ownhands resolving bugs.

I It is relatively easy to decompile, patch, rebuild and redeployanything in Maximo. DON’T DO IT!

Configuration-Customization SpectrumConfiguration-Customization Spectrum

I It is patching, not customization itself, that encumbersupdating. For each patched class you must:

1. Decompile–breaks supportagreement

2. Review previous change3. Compare releases

4. Migrate changes to newrelease

5. Redeploy6. Hope nothing breaks

PatchConfiguration-Customization Spectrum

I If Maximo is broke, let IBM fix it.I If customized, follow the Fastrack Protocol.I If it is time-sensitive, escalate the PMR.

DO NOT PATCH MAXIMOSupport agreement will be forfeited–and you still pay.

IBM can sue.

Part III

Best Practices

Deployment Steps

Steps to deploy ANY custom change to Maximo:

1. Setup project with build.xmland customer.xml.

2. Prepare initial test(s) andobtain failure.

3. When extending an existingcomponent, determine thecurrent class.

4. Implement the recommendedinterfaces and classes;compile the project.

5. Prepare screen changes.6. Construct an extensions.xml

that will be used to deployclass changes.

7. Construct the DBC files thatwill be used to deploysupporting changes, e.g.database configuration.

8. Rebuild the EAR.9. Shutdown Maximo.

10. Run UpdateDB toreconfigure Maximo.

11. Deploy the EAR.12. Startup Maximo.13. Implement RMI-based tool(s)

for simple-moderate oralgorithmic configurationsteps not covered by DBC.

14. Install complex configurationsvia Migration Manager orMIF.

15. Install screen changes.16. Retest and obtain pass.

Deployment Steps

Why do all this?1. Test-driven driven (TDD) leads to automated regression testing.

2. Customization will be processed by the updatedb tool and notwiped out!

3. Streamlines deployment.

4. Forces a record of structural changes to be maintained.

5. Enables following the Fast-Track Protocol when interacting withIBM Maximo Support.

Part IV

Getting Help

Submitting a PMRIBM Maximo Support

I Log into http://www.ibm.com/support/servicerequest/I Select "Maximo Asset Management"I Submit ticket using provided template

PMR TemplateIBM Maximo Support

Background State the scenario you are working on and allrelevant information.

Problem State the problem in exact terms. Include stepsand materials to replicate the problem in anon-custom Maximo instance.

Environment Include environment details by logging intoMaximo, cutting and pasting the details underHelp - About.

Logs Include SystemOut.log and SystemErr.log.

Escalating a PMRIBM Maximo Support

I Submit a PMR online first:http://www.ibm.com/support/servicerequest/

I Call 1-919-864-3512, option 2, wait, option 2 again, and hold.I Keep in mind that IBM typically has a two hour SLA to

initially respond.I If you need to talk with someone about your PMR, ask to have

the next available support technician call you back.I If you need to escalate the PMR, ask to speak with the Duty

Manager.

http://www.ibm.com/support/servicerequest/

Fast-Track ProtocolIBM Maximo Support

I Customizing Maximo increases the potential of finding a bug.I A customer should not patch Maximo–it breaks the support

agreement.I The customer must rely on IBM to resolve the bug unless a

workaround can be found.I The resulting PMRs can languish in L1 and L2 support for a

month or more.I Receiving a hot fix can take many months.I This is a potential problem for anyone customizingMaximo.


I Use the suggested best-practice deployment steps whendeveloping a customization.

I Any customization can then be straightforwardly installed on anew Maximo instance.

I Provide IBM Maximo Support with two packages:I A package that installs working customization.I A package with the minimal possible change that breaks.

I Provide step-by-step instructions to install both packages andhow to replicate the problem.

I Provide an analysis supporting that the problem lies withinMaximo.


I Create a PMR using the suggested template.I Contact the Duty Manager and let them know you have

prepared a PMR following this protocol.I Clearly set the expectations that:

I Within 3 days, the problem will have been replicated.I Within 5 days, after having answered all questions and taken

all actions suggested by L1 and/or L2, the ticket will beassigned to L3.

I Within 10 days, an initial call with L3 will have taken place todiscuss the problem.

I Within 30 days, any straightforward hotfix will be delivered.

Part V

Wrap-up

I Resources: http://op.st/maximoI Email: [email protected] Please send your comments and questions.I Thank you!

@MaximoDeveloper

take a systematic approach - gomaximo

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