Thursday, July 23, 2015

Maximo 7.5 to 7.6 Product Upgrade

Maximo 7.6 Product Upgrade
If you are planning to upgrade to 7.6, your Maximo 7.5 will need to be at the Maximo fix pack 7.5.0.11 level before upgrading to version 7.6. Additionally, there is no direct upgrade from earlier versions of Maximo v6 to Maximo 7.6. If you are on Maximo v6, the current upgrade path is 6.2.8>7.1.1.13>7.5>7.5.0.11>7.6.0.9.
If your deployment of Maximo has more than one product , Industry Solution, or add on installed, all must be installed to 7.6 before the deployment of Maximo 7.6 can be completed.

Although Maximo Support strongly recommends you review the entire 7.6 Upgrade Guide, a high level overview of the 7.5 to 7.6 upgrade process is:
  • Apply Maximo Fix Pack 7.5.0.11
  • Complete the Maximo 7.6 pre-upgrade tasks
  • Run the Maximo 7.6 product installation program to upgrade from 7.5 to 7.6
  • Run the corresponding 7.6 installation for each of the Industry Solution or add-on that is installed in the Maximo 7.5 deployment *
  • Apply Maximo Feature Pack 7.6.0.9
  • Run the configuration utility to perform database update operations
  • Complete post-upgrade tasks

Source : IBM Support Portal 

Maximo 4.1.1 to 7.5 Upgrade

Maximo 4.1.1 to 7.5
The following steps outline a 4.1.1 to 7.1 upgrade path. If you are planning on upgrading to Maximo 7.6, you must review the 7.6 Product Upgrade section as the 7.6 upgrade roadmap and version requirements are different. If your system is at a lower version/patch level than 4.1.1, note that 4.1.1 Patch 08 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.5. Many Maximo 3 and 4 customers can benefit from alternative upgrade options and are urged to contact their IBM Business Solutions Manager to discuss their specific upgrade options. To upgrade from 4.1.1 to 7.5, you will follow this process:
  • Minimum requirement is Maximo 4.1.1 Patch 08
  • Utilizing the 4-5 upgrade utilities, upgrade 4.1.1 to 5.1.0
  • Install the 6.5.1.1 Upgrade Utilities
  • Install (unzip) the Maximo Upgrade 6.5.1.1 latest hotfix
  • Apply Maximo 6.2.8 Fix Pack
  • Using the 5-6 upgrade utility, version 6.5.1.1, upgrade Maximo v5 to v6
  • Install 7.1 which includes the 6-7 upgrade program
  • Apply Maximo Base Services 7.1.1.13 Fix Pack
  • Upgrade 6.2.8 to 7.1.1.13
  • Install 7.5 which includes the 7.1.1 - 7.5 upgrade program
  • Apply Maximo 7.5.0.8 Fix Pack

When requesting the appropriate upgrade via the Maximo Product Request Form, please denote that you are upgrading from Maximo 4.1.1 to 7.5. This will ensure we provide you with the proper media and materials.
As the Maximo 5 patches are no longer available online, please indicate which v5 patches you require when you request the appropriate upgrade utilities

Source : IBM Support Portal

Maximo 5 to 7.5 Upgrade

Maximo 5 to 7.5
The following steps outline a Maximo 5 to 7.5 upgrade path. If you are planning on upgrading to Maximo 7.6, you must review the 7.6 Product Upgrade section as the 7.6 upgrade roadmap and version requirements are different. If your system is at Maximo 5.0, 5.1 or 5.2 Patch 04 (or lower), please note that 5.1 Patch 05 or 5.2 Patch 05 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.5. Many Maximo 5 customers can benefit from alternative upgrade options and are urged to contact their IBM Business Solutions Manager to discuss their specific upgrade options. To upgrade from v5 to 7.5, you will follow this process:
  • If Maximo 5.0, upgrade to 5.1.0 and run 5-6 Upgrade utilities
  • If Maximo 5.1.0, run 5-6 Upgrade utilities
  • If Maximo 5.1 Patch 01-Patch 04, upgrade to 5.1 Patch 05 and run 5-6 Upgrade utilities
  • If 5.2 Patch 04 or lower, apply 5.2 Patch 09 (5.2.9.1)
  • If 5.2 Patch 05 or higher, run 5-6 Upgrade utilities
  • Install the 6.5.1.1 Upgrade Utilities
  • Install (unzip) the Maximo Upgrade 6.5.1.1 latest hotfix
  • Apply Maximo 6.2.8 Fix Pack
  • Using the 5-6 upgrade utility, version 6.5.1.1, upgrade Maximo v5 to v6
  • Install 7.1 which includes the 6-7 upgrade program
  • Apply Maximo Base Services 7.1.1.13 Fix Pack
  • Upgrade 6.2.8 to 7.1.1.13
  • Install 7.5 which includes the 7.1.1 - 7.5 upgrade program
  • Apply Maximo 7.5.0.8 Fix Pack
Source : IBM Support Portal

Maximo 6.0/6.1 to v7.5 Upgrade

Maximo 6.0/6.1 to v7.5
The following steps outline a 6.0/6.1 to 7.1 upgrade path. If you are planning on upgrading to Maximo 7.6, you must review the 7.6 Product Upgrade section as the 7.6 upgrade roadmap and version requirements are different. If your system is currently Maximo 6.0 or 6.1, please note that Maximo 6.2.8 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.1. To upgrade from 6.0/6.1 to 7.5, you will follow this process:
  • Install the 6.5.1.1 Upgrade Utilities
  • Install (unzip) the Maximo Upgrade 6.5.1.1 latest hotfix
  • Apply Maximo 6.2.8 Fix Pack
  • Install 7.1 which includes the 6-7 upgrade program
  • Apply Maximo Base Services 7.1.1.13 Fix Pack
  • Upgrade 6.2.8 to 7.1.1.13
  • Install 7.5 which includes the 7.1.1 - 7.5 upgrade program
  • Apply Maximo 7.5.0.8 Fix Pack

Source : IBM Support Portal 

Maximo 6.2 to 7.5 Upgrade

Maximo 6.2 to 7.5
The following steps outline a 6.2 to 7.1 upgrade path. If you are planning on upgrading to Maximo 7.6, you must review the 7.6 Product Upgrade section as the 7.6 upgrade roadmap and version requirements are different. If your system is currently Maximo 6.2, please note that Maximo 6.2.8 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.1. To upgrade from 6.2 to 7.5, you will follow this process:
  • Apply Maximo 6.2.8 Fix Pack
  • Install 7.1 which includes the 6-7 upgrade program
  • Apply Maximo Base Services 7.1.1.13 Fix Pack
  • Upgrade 6.2.8 to 7.1.1.13
  • Install 7.5 which includes the 7.1.1 - 7.5 upgrade program
  • Apply Maximo 7.5.0.8 Fix Pack

Source : IBM Support Portal 

Fix Packs For Maximo

This is the recommended fixes for Maximo Asset Management and Maximo Asset Management for IT.

Maximo Asset Management Releases
Version Type Status Date Released Notes
7.6.0.1 Fix Pack Recommended June 19, 2015 Download
7.5.0.8 Fix Pack Recommended April 24, 2015 Download
7.1.1.13 Fix Pack Recommended June 27, 2014 Download
6.2.8 Patch Recommended June 10, 2011 Download
6.1 Release Superseded No longer available
5.2.9.1 Patch Recommended July 3, 2009 Download
4.1.1 Patch 08 Patch Recommended June 28, 2007 No longer available


Source : IBM Support Portal 

Maximo Upgrade Requirements Matrix

The Maximo product requirements for upgrading from version 6.2.8 to version 7.1, 7.5 and/or 7.6 have been updated. Note your system must be at Maximo 7.1.1.13 before attempting the upgrade to 7.5 and Maximo 7.5.0.7 before attempting the upgrade to 7.6. There is no direct upgrade from Maximo 6.2.8 to Maximo 7.6

Product v6 Requirements v7.1 Requirements v7.5 Requirements v7.6 Requirements
Maximo Asset
Configuration
Manager
  • Maximo Asset Management 6.2.8
  • Maximo Asset Configuration Manager 6.2.4
  • Maximo Base Services 7.1.1.13
  • Maximo Asset Configuration Manager 7.1.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo Asset Configuration Manager 7.5.1.1
  • Maximo Base Services 7.6
  • Maximo Asset Configuration Manager 7.5.1.1
Maximo for
Calibration
  • Maximo Asset Management 6.2.8
  • Maximo for Calibration 6.5
  • Maximo Base Services 7.1.1.13
  • Maximo for Calibration 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo for Calibration 7.5
  • Maximo Base Services 7.6
  • Maximo for Calibration 7.5
Maximo for
Government
  • Maximo Asset Management 6.2.8
  • Maximo for Government 6.1.1
  • Maximo Base Services 7.1.1.13
  • Maximo for Government 7.1.0.1
  • Maximo Base Services 7.5.0.7
  • Maximo for Government 7.5
  • Maximo Base Services 7.6
  • Maximo for Government 7.5
Maximo for
Oil & Gas
  • Maximo Asset Management 6.2.8
  • Maximo for Oil & Gas 6.3
  • Maximo Base Services 7.1.1.13
  • Maximo for Oil and Gas 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo for Oil and Gas 7.5.1
  • Maximo Base Services 7.6
  • Maximo for Oil and Gas 7.5.1
Maximo for
Service Providers
  • Maximo Asset Management 6.2.8
  • Maximo for Service Providers 6.1.2
  • Maximo Base Services 7.1.1.13
  • Maximo for Service Providers 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo for Service Providers 7.5.3
  • Maximo Base Services 7.6
  • Maximo for Service Providers 7.6
Maximo for
Transportation
  • Maximo Asset Management 6.2.8
  • Maximo for Transportation 6.3.1
  • Maximo Base Services 7.1.1.13
  • Maximo for Transportation 7.1.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo for Transportation 7.5.1
  • Maximo Base Services 7.6
  • Maximo for Transportation 7.5.1
Maximo for
Life Sciences
  • Maximo Asset Management 6.2.8
  • Maximo for Life Sciences 6.5
  • Maximo Base Services 7.1.1.13
  • Maximo for Life Sciences 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo for Life Sciences 7.5
  • Maximo Base Services 7.6
  • Maximo for Life Sciences 7.5
Maximo for
Nuclear Power
  • Maximo Asset Management 6.2.8
  • Maximo for Calibration 6.5
  • Maximo for Nuclear Power 6.3.1
  • Maximo Base Services 7.1.1.13
  • Maximo for Nuclear Power 7.1.1
  • Maximo for Calibration 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo for Nuclear Power 7.5.1
  • Maximo for Calibration 7.5
  • Maximo Base Services 7.6
  • Maximo for Nuclear Power 7.5.1
  • Maximo for Calibration 7.5
Maximo for
Utilities
  • Maximo Asset Management 6.2.8
  • Maximo for Utilities 6.3.3
  • Maximo Base Services 7.1.1.13
  • Maximo for Utilities 7.1.2
  • Maximo for Spatial 7.1.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo for Utilities 7.5.0.1
  • Maximo Spatial Asset Management 7.5.0.1
  • Maximo Base Services 7.6
  • Maximo for Utilities 7.5.0.1
  • Maximo Spatial Asset Management 7.5.0.1
Maximo Spatial
Asset
Management
  • Maximo Asset Management 6.2.8
  • Maximo Spatial Asset Management 6.3.3
  • Maximo Base Services 7.1.1.13
  • Maximo Spatial Asset Management 7.1.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo Spatial Asset Management 7.5.0.1
  • Maximo Base Services 7.6
  • Maximo Spatial Asset Management 7.5.0.1
Maximo Mobile
Inventory
Manager
  • Maximo Asset Management 6.2.8
  • Maximo Mobile Inventory Manager 6.5.1
  • Maximo Base Services 7.1.1.13
  • Maximo Mobile Inventory Manager 7.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo Mobile Inventory Manager 7.5.1
  • Maximo Base Services 7.6
  • Maximo Mobile Inventory Manager 7.5.1
Maximo Mobile
Work Manager
  • Maximo Asset Management 6.2.8
  • Maximo Mobile Work Manager 6.5.1
  • Maximo Base Services 7.1.1.13
  • Maximo Mobile Work Manager 7.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo Mobile Work Manager 7.5.1
  • Maximo Base Services 7.6
  • Maximo Mobile Work Manager 7.5.1
Maximo Mobile
Asset Manager
  • not applicable
  • Maximo Base Services 7.1.1.13
  • Maximo Mobile Asset Manager 7.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo Mobile Asset Manager 7.5.1
  • Maximo Base Services 7.6
  • Maximo Mobile Asset Manager 7.5.1
Maximo for
Primavera
Adapter
  • Maximo Asset Management 6.2.8
  • Maximo Adapter for Primavera 6.2.3
  • Maximo Base Services 7.1.1.13
  • Maximo Adapter for Primavera 7.1.2
  • Maximo Base Services 7.5.0.7
  • Maximo Adapter for Primavera 7.5
  • Primavera must be uninstalled before upgrading.
Maximo
Enterprise Adapter
(MEA) for Oracle
Applications
  • Maximo Asset Management 6.2.8
  • MEA for Oracle Applications
    Patch 04
  • Maximo Base Services 7.1.1.13
  • Maximo Enterprise Adapter 7.1 for Oracle Applications R12 Adapter 7.1.0.2
  • Maximo Base Services 7.5.0.7
  • Maximo Enterprise Adapter 7.5 for Oracle Applications R12 Adapter 7.5
  • Maximo Base Services 7.6
  • Maximo Enterprise Adapter 7.5 for Oracle Applications R12 Adapter 7.5
Maximo
Enterprise Adapter
(MEA) for SAP
  • Maximo Asset Management 6.2.8
  • MEA SAP 2005
  • MEA for SAP 2005 Patch 3*
*supported, not certified
  • Maximo Base Services 7.1.1.13
  • MEA v7.1 for SAP ERP 6.0 Adapter
  • MEA v7.1 for SAP ERP 6.0 Patch 3
  • Maximo Base Services 7.5.0.7
  • MEA v7.5 for SAP ERP 6.0 Adapter
  • MEA v7.5 for SAP ERP 6.0 Patch 3
  • Maximo Base Services 7.6
  • MEA v7.5 for SAP ERP 6.0 Adapter
  • MEA v7.5 for SAP ERP 6.0 Patch 3
Maximo Everyplace
  • Maximo Asset Management 6.2.8
  • Maximo Base Services 7.1.1.13
  • Maximo Everyplace 7.1.1
  • Maximo Base Services 7.5.0.7
  • Maximo Everyplace 7.5
  • Maximo Base Services 7.6
  • Maximo Everyplace 7.5
Maximo Linear Asset Manager
  • Maximo Asset Management 6.2.8
  • Maximo Base Services 7.1.1.13
  • Maximo Linear Asset Manager 7.1
  • Maximo Base Services 7.5.0.7
  • Maximo Linear Asset Manager 7.5
  • Maximo Base Services 7.6
  • Maximo Linear Asset Manager 7.5
Maximo Scheduler
  • Maximo Asset Management 6.2.8
  • Maximo Base Services 7.1.1.13
  • Maximo Scheduler 7.1.
  • Maximo Base Services 7.5.0.7
  • Maximo Scheduler 7.5
  • Maximo Base Services 7.6
  • Maximo Scheduler 7.5
Source : IBM Product Support Portal

Monday, March 30, 2015

Maximo License

We need to focus on the below points for the Maximo License :

 1.  Main purpose of Maximo
 2.  Which level of  license do you need within each Maximo solutions
 3.  Total no of users in Maximo
 4.  Total no of people need more than one Maximo solutions
 5.  Can we use any other products with the Maximo
 6.  Combination of licenses for the Maximo uses and applicable ratios

Saturday, March 21, 2015

How EAM Evolved from CMMS ?

EAM Definition :
Enterprise – Spanning across Multiple organization, Multiple departments

Assets – Any Equipment or Facility that plays a vital role in core business of the organization

Management – Involves utilization of assets and improving returns on investment
CMMS – Computerized Maintenance Management System
CMMS was the buzzword of maintenance industry in 1980s
CMMS was a computerized version of the Manual Maintenance Management System
CMMS supported a single facility or a plant
CMMS evolved into EAM
To support an entire enterprise using one Maintenance System
An MNC with 10 plants will support one EAM system rather than 10 different CMMS system
Share data across multiple facilities or plants of an enterprise
Web based solution
To integrate with Financial and other ERP Solutions.

Saturday, March 14, 2015

Maximo 7.5 preview site

This is maximo 7.5 preview for understanding Maximo features & capabilities. Maximo 7.6 preview will also be available in near future.

http://209.202.141.99/maximo/webclient/login/login.jsp
User ID = maximo
Password = trips1


Maximo 7.6 Resources ...
http://www-01.ibm.com/support/docview.wss?uid=swg21692646

Maximo 7.5 Resources
http://www-01.ibm.com/support/docview.wss?uid=swg21266217

Happy learning !!!

Should you find any difficulty you can share with me.

Source : Parwaz Kamal ,

Wednesday, March 11, 2015

IBM Maximo Solutions for Rail, Metro and Monorail


 IBM Maximo For Transportation :
§Support all types of moving assets
Locomotives, passenger cars, freight cars, subways, buses and support fleet
§Adds extensive capabilities needed for managing moving assets, such as:
Campaign Management
Equipment Groups & Status
Fuel, Meter and Vendor Import
Industry Codes
Labor Certification
Licensing & Insurance
Life Cycle Costing
Maintenance Alerts
Mechanics Clip Board
Motor Pool
Recent & Repeat Repairs
Telematics interface
Warranty Tracking & Recovery
 
 IBM Maximo For ACM:
§Supports highly regulated and safety driven environments
§Provides configuration management capabilities for mechanical and MRO organizations maintaining complex, component based assets such as in rail and aviation
§Manages engineering and OEM changes effectively throughout asset life cycle
§Addresses life usage requirements within dynamic and volatile operating environments
§Manages reference and operational data with the ability to validate one against the other
§Provides specific capability for Service Life Cycle (SLM) requirements
§Supports fleet forecasting and maintenance work packaging requirements.
 

Thursday, March 5, 2015

Maximo Applications



IBM Maximo Asset Management applications are grouped into modules and sub-modules under the Go To menu except for the Start Center applications. Below are the modules and sub-modules:
  • Administration
  • Assets
  • Change
  • Contracts
  • Desktop Requisitions (within Self Service module)
  • Financial
  • Integration
  • Inventory
  • IT Infrastructure
  • Migration (within System Configuration module)
  • Planning
  • Platform Configuration (within System Configuration module)
  • Preventive Maintenance
  • Purchasing
  • Release
  • Reporting (within Administration module)
  • Resources (within Administration module)
  • Safety (within Planning module)
  • Security
  • Self Service
  • Service Desk
  • Service Level
  • Service Requests (within Self Service module)
  • System Configuration
  • Task Management
  • Work Order
Administration Module
You can go to this module and use the applications if you need to do a simple administration tasks such as managing organizations.
Below are the applications and sub-modules that comprise the Administration module.
  • Sets
  • Organizations
  • Calendars
  • Resources (sub-module)
  • Bulletin Board
  • Communication Templates
  • Reporting (sub-module)
  • Deployed Assets (sub-module)
  • Reconciliation (sub-module)
  • Conditional Expression Manager
  • Classifications
  • CI Types
  • Work View
Change Module
This module contains only one application which is Activities and Tasks. This application can be used to plan, review, and manage activities and tasks.
Contracts Module
  • The following applications comprise the Contracts module:
  • Purchase Contracts
  • Lease/Rental Contracts
  • Labor Rate Contracts
  • Master Contracts
  • Warranty Contracts
  • Software Contracts
  • Terms and Conditions
Desktop Requisitions sub-module
  • You can use this to create and view purchase requisitions, check the status of your order and manage template requisitions such as creating a new template, view, open or draft. Templates can be useful for the items that you frequently order.
  • The following applications comprise the Desktop Requisitions sub-module:
  • Create Requisitions
  • View Requisitions
  • View Templates
  • View Drafts
Financial module
When defining and managing currency codes, exchange rates, general ledger accounts and resource codes, and project management costs. Applications in financial module will help you. You can also manage the GL account codes in this application.
The following applications comprise the Financial module:
  • Currency Codes
  • Exchange Rates
  • Chart of Accounts
  • Cost Management
Integration module
This module contains set of applications that will help you on integration of Maximo with other enterprise applications.
The following applications comprise the Integration module:
  • Object Structures
  • Publish Channels
  • Invocation Channels
  • Enterprise Services
  • Web Services Library
  • End Points
  • External Systems
  • Logical Management Operations
  • Integration modules
  • Launch in Context
  • Message Tracking
  • Message Reprocessing
Inventory module
You can manage item inventory in this module by keeping all items always available for work tasks and prevent excessive inventory balances. This module helps to prevent delays on work tasks due to unavailable materials needed for the work.
The following applications comprise the Inventory module:
  • Item Master
  • Service Items
  • Tools
  • Stocked Tools
  • Inventory
  • Issues and Transfers
  • Condition Codes
  • Storerooms
IT Infrastructure module
When managing the configuration items in your IT environment, such as maintaining, identifying, controlling, and verifying all configuration items. This IT Infrastructure module will help you achieve those things.
  • The following applications comprise the IT Infrastructure module:
  • Configuration Items
  • Relationships
  • Collections
Migration sub-module
This sub-modules is within the System Configuration module and can be used to migrate the configurations from one environment to another.
The following applications comprise the Migration sub-module:
  • Migration Manager
  • Migration Groups
  • Object Structures
Planning module
This Planning module will help you plan on how to perform the work.
The following applications comprise the Planning module:
  • Job Plans
  • Routes
  • Safety (sub-module)
Platform Configuration sub-module
This sub-modules is within the System Configuration module and can be used to perform the initial configuration after an installation, or changing the layout of an HTML panel.
The following applications comprise the Platform Configuration sub-module:
  • System Properties
  • Logging
  • Domains
  • Database Configuration
  • Application Designer
  • Communication Templates
  • Actions
  • Roles
  • Escalations
  • Workflow Designer
  • Workflow Administration
  • Cron Task Setup
  • E-mail Listeners
  • Object Structures
  • Web Services Library
  • Launch in Context
Preventive Maintenance module
This can be used to manage work that could be executed on a regular basis to keep assets running efficiently. You can also modify the master PMs in this module.
The following applications comprise the Preventive Maintenance module:
  • Preventive Maintenance
  • Master PM
Purchasing module
This module can be used to manage the purchasing process such as vendors, purchase requisitions, purchase orders, terms and conditions, invoices and receiving of the purchased items.
The following applications comprise the Purchasing module:
  • Purchase Orders
  • Receiving
  • Invoices
  • Request for Quotations
  • Companies
  • Company Master
  • Terms and Conditions
Reporting sub-module
This Reporting sub-modules within the Administration module and lets you create and view key performance indicators (KPIs), administer BIRT, Crystal, Cognos or Custom reports for users. You can also use this sub-module to manage the report-based security.
The following applications comprise the Reporting sub-module:
  • KPI Manager
  • Report Administration
Resources sub-module
This Resource submersibles within Administration module and lets you create records about the persons in your workforce. This can include internal and external workers.

The following applications comprise the Resources sub-module:
  • Labor
  • Qualifications
  • People
  • Person Groups
  • Crafts
Safety submodule
This Safety submodules within the Planning module and contains information of potential dangers in the work environment to protect the workers from those hazards.
The following applications comprise the Safety submodule:
  • Hazards
  • Precautions
  • Lockout/Tagout
  • Safety Plans
Security module
You can use this Security module when implementing and managing security for users and groups within Maximo.
The following applications comprise the Security module:
  • Security Groups
  • Users
Self Service module
This can be used to view a service request for asset repairs, and to request, and search for related information. If given with a proper permission, self-service users can register themselves in the system and use this module.
The following applications comprise the Self Service module:
  • Create Service Request
  • View Service Request
Service Desk module
You can create and manage service requests, activities and tasks to give a general description of work that needs to be done on a service request.
The following applications comprise the Service Desk module:
  • Activities and Tasks
  • Service Requests
  • Ticket Templates
Service Requests submodule
This Service Requests submodules within the Self Service module and allows a self-service user to create service request for equipment repair and review existing service request information.
The following applications comprise the Service Requests submodule:
  • Create Service Request
  • View Service Requests
System Configuration module
You use the applications in the System Configuration module to configure system and platform settings.
The following applications comprise the System Configuration module:
  • Platform Configuration
  • Migration
Task Management module
You can use this module to plan, review, and manage activities and tasks.
The following applications comprise the System Configuration module:
  • Activities and Tasks
Work Orders module
The applications in the Work Orders module is used to track past and present work and to plan future work. This contains the work order records that include details of work to be performed. These details includes the performed tasks, labor hours, services, materials, and tools required to do the work, the assets and locations where the work was performed.
The following applications comprise the Work Orders module:
  • Work Order Tracking
  • Labor Reporting
  • Quick reporting
  • Activities and Tasks
  • Assignment Manager
  • Service Requests

Maximo Vs Other Players (Oracle EAM, IFS & Infor) - Product Comparison

Magic Quadrant for Energy and Utilities Enterprise Asset Management Software

Energy and utility companies evaluate and procure enterprise asset management (EAM) products to resolve physical asset care requirements — that is, they provide maintenance support for fixed plants (such as power generation plants, water plants, refineries and offshore rigs), for linear distributed assets (such as power lines and pipelines), and/or for fleet assets (such as service equipment, transformers, pumping stations and wind generator towers). (Note: The term "energy and utilities" as used in this document includes oil and gas [upstream, midstream and downstream], power generation [fossil, nuclear, hydroelectric and renewables], electricity transmission and distribution, gas transmission and distribution, and water/wastewater.)
An EAM solution includes planning and scheduling, work order creation, maintenance history, and inventory and procurement, as well as equipment, component and asset tracking for assemblies of equipment. In some instances, the functionality is extended by the addition of basic financial management modules, such as accounts payable, cost recording in ledgers, and HR functions such as a maintenance skills database.
Technically, the EAM applications are designed to scale to larger numbers of users (typically, more than 100 concurrent users) and run on multiple sites from a single central database, thereby catering to whole-of-business requirements, rather than departmental or site requirements. They should also be increasingly able to support cloud and hosted deployments, the use of mobile technology, and analytics.

Magic Quadrant

 Magic Quadrant for Energy and Utilities Enterprise Asset Management Software
Figure 1.Magic Quadrant for Energy and Utilities Enterprise Asset Management Software
Source: Gartner (September 2014)

Vendor Strengths and Cautions

CGI

CGI is an approximately $10 billion global business process services and system integration firm with headquarters in Montreal, Quebec, Canada. CGI entered the EAM market through the acquisition of Logica in 2013. Logica's EAM product, the Asset & Resource Management (ARM) Suite, is the result of combining functionality from prior products, the Work Management Information System (WMIS) and STORMS (Severn Trent Operational Resource Management System). ARM is more oriented toward work management than asset management.
Strengths
  • ARM is particularly well-suited for work-management-centric requirements typically found in transmission and distribution environments.
  • The product is scalable and suitable for large transmission and distribution utilities.
  • It has a strong presence in natural gas distribution environments, in addition to its core electrical transmission and distribution business.
  • It offers integrated asset investment planning (AIP) through its partnership with Seams.
Cautions
  • CGI has no deployments in power generation or in oil and gas.
  • ARM has not been adapted for global delivery, and installation resources are not available.
  • There are limited service provider options (mainly CGI).
  • The product doesn't have integrated inventory/materials management functionality.
  • References report lengthy and costly upgrades, although in some cases this reflects a client's preference to skip upgrades.

IBM

IBM is an approximately $100 billion global technology and consulting corporation with headquarters in Armonk, New York. Its Maximo Asset Management product is positioned in the Cloud & Smarter Infrastructure group (formerly Tivoli) within IBM. It is also working with other IBM divisions such as the Cloud Services division (for its Maximo SaaS offering) and its Business Analytics division's SPSS (for predictive maintenance). Maximo is deployed in a broad cross-section of energy and utility subsectors around the globe.
Strengths
  • Maximo is a highly scalable product that is suitable for very large enterprises.
  • IBM has a mature and extensive global community of EAM support resources and partners, minimizing implementation risks and support shortfalls.
  • The product provides a broad range of functionality to support all energy and utilities subsectors.
  • References rate the product and the value received highly.
  • Maximo offers several industry solutions with enhanced functionality (such as environmental, health and safety [EH&S] in its Maximo for Oil and Gas solution), as well as extensive product partnerships.
Cautions
  • References, customers and prospects report that costs to deploy and maintain are at the high end of the EAM market.
  • Industry solutions are extra cost add-ons.
  • Customers report significant hardware requirements to run applications.
  • Mobile strategy has been evolving over the past several years, with the current offering largely unproven in production.

IFS

IFS is an approximately $400 million global enterprise application software vendor based in Linkoping, Sweden. It sells ERP, enterprise service management (ESM) and EAM systems, including delivering the EAM module as a point solution. IFS sells its products to a wide range of industries but focuses on asset-intensive businesses with significant maintenance and construction requirements. It has expanded sales in new geographies; however, its utility industry presence in North America is still very limited.
Strengths
  • The IFS Applications product can be deployed in most energy and utilities subsectors.
  • IFS's references report above-average satisfaction with both the product and service levels.
  • IFS Applications can be — and is often — deployed as a complete ERP solution, including financials.
  • IFS has a mature mobile strategy, and the product has construction functionality.
  • IFS is able to offer an in-house reliability-centered maintenance (RCM) module to extend functionality.
Cautions
  • IFS still has few energy and utilities customers in North America.
  • Its European customer base is heavily weighted toward the Nordic countries and Poland.
  • It has a limited presence in oil and gas (predominantly service companies).
  • There are limited service provider options, though this is improving over time.

Infor (EAM)

Infor is an approximately $3 billion global enterprise application software vendor based in New York. Infor's EAM product (formerly known as Datastream 7i) had been focused mainly on manufacturing. Infor has increased its EAM product focus and closed new business with utility companies, mainly municipal utilities.
Strengths
  • The product has a strong presence in the water and wastewater subsector.
  • It has one of the highest user satisfaction ratings among its peers.
  • Infor EAM is relatively easy and cost-effective to upgrade and maintain.
  • The product is highly configurable.
Cautions
  • Its energy and utilities deployments are concentrated among smaller, municipal customers (not unlike Infor's separate Public Sector product described below).
  • It has a limited presence in oil and gas.
  • References report limited or no adoption of Infor mobile solutions.
  • Infor development efforts are diluted by having two products that target the same water/wastewater market.

Infor (Public Sector)

Infor is an approximately $3 billion global enterprise applications software vendor based in New York. Infor Public Sector (originally acquired from Hansen) is focused on client type (the public sector, particularly water authorities) rather than functional process. This means it can deliver a broader government business solution, but overlaps in some EAM functionality with its sibling product, Infor EAM.
Strengths
  • Public Sector is part of the broader Infor suite of public-sector functionality, including customer service and HR applications.
  • It has a significant presence in the water and wastewater industries in North America, Australia and New Zealand.
  • It has above-average customer ratings for service and value received.
Cautions
  • It is not suitable for EAM deployments other than public-sector utilities.
  • It does not have a significant presence outside of North America, Australia and New Zealand.
  • Infor development efforts are diluted by having two products that target the same water/wastewater market.

Mainsaver

Mainsaver is relatively small, independent, stand-alone EAM software vendor based in San Diego. It is privately held by investors who purchased the Mainsaver product from Titan in 2002. Mainsaver is designed specifically for fixed-plant environments such as power generation. It is primarily focused on North American power markets, but has a growing partnership network outside the continent.
Strengths
  • Mainsaver's references rate its service levels highly.
  • The product is inexpensive, easy and quick to deploy and upgrade.
  • It has been widely deployed by independent power producers, including both conventional and renewables.
Cautions
  • The product is primarily installed at small stand-alone power generation facilities, not enterprise deployments.
  • Mainsaver has limited presence outside of North America.
  • The product has limited presence in oil and gas, transmission and distribution.
  • Mainsaver's references rate its technology and product below its peers.

Oracle (E-Business Suite)

Oracle is an approximately $38.3 billion global technology company with headquarters in Redwood Shores, California. Oracle's E-Business Suite (EBS) is a complete ERP suite solution designed for a broad cross section of industries. The first version of the EBS Enterprise Asset Management (eAM) module was developed a dozen years ago for a manufacturing customer and has more recently been deployed at a variety of energy and utilities companies.
Strengths
  • The eAM product is preintegrated to the Oracle EBS suite of enterprise applications, including financials, procurement and HR.
  • Oracle has an extensive global presence minimizing implementation and support risks.
  • It has an increasing customer base in upstream and midstream oil and gas.
Cautions
  • Oracle's reference customers rate its product, services and value received below its peers.
  • Most of its energy and utilities EAM customers have been using the product for less than five years.
  • Oracle EBS is targeted at many industries and has limited energy- and utility-specific functionality.
  • Oracle EBS eAM is not designed for integration with enterprise applications from other major ERP vendors.

Oracle (Work and Asset Management)

Oracle is an approximately $38.3 billion global technology company with headquarters in Redwood Shores, California. Oracle's Work and Asset Management (WAM) is an EAM product brought in through the acquisition of SPL WorldGroup (which had acquired the Synergen product) in 2006. WAM is part of a broader set of utility industry functionality such as customer information management (CIS) and outage management systems (OMSs) that is delivered to mainly public-sector utilities.
Strengths
  • Oracle's references rate its service levels, user satisfaction and overall value near the top of its peers.
  • The product is particularly well-suited for deployment to support a range of municipal services, including electrical distribution and water/wastewater.
  • WAM is part of the broader Oracle Utilities product suite, including utility-centric customer service applications.
Cautions
  • The product is not widely deployed in large, multifaceted utilities.
  • It is North American-centric, with limited presence in the rest of the world.
  • The product has no presence in oil and gas and limited presence in generation.

SAP

SAP is an approximately $22 billion global enterprise application software vendor based in Walldorf, Germany. SAP Business Suite is a complete ERP suite designed for a cross section of industries. Its EAM module (formerly called the PM module) is used by a broad spectrum of, mostly large energy and utilities companies. Its EAM customers are located in every major region of the world.
Strengths
  • SAP EAM is preintegrated to the SAP suite of enterprise applications, including financials, procurement and HR.
  • SAP has a mature and extensive global community of EAM support resources and partners minimizing implementation risks and support shortfalls.
  • Business Suite is highly scalable and suitable for large enterprises across the full spectrum of energy and utilities subsectors, especially oil and gas.
  • SAP has made significant investments in innovation relevant to EAM, including mobile and analytics.
Cautions
  • SAP EAM is not designed for integration with enterprise applications from other major ERP vendors.
  • References and customers report costs to deploy and maintain the product are at the high end of the EAM market.
  • References and customers consistently rate usability of the product as poor (although SAP's investments in simplified user experience [for example, SAP Fiori UX] show promise in addressing this perennial issue).

Schneider Electric (Invensys)

Schneider Electric is an approximately $31 billion electrical distribution and industrial automation company with headquarters in Paris. Schneider Electric's Avantis EAM product has a long history in the EAM market, having come to Schneider through its recent acquisition of Invensys. Although Avantis is found in a large cross section of industries, approximately half of its revenue comes from a diverse set of energy and utilities subsectors. It's too early to assess the impact of Schneider's acquisition on Avantis' future.
Strengths
  • Avantis is a broadly used best-of-breed EAM solution suitable for most energy and utilities subsectors.
  • Its references rate its service levels near the top of its peers.
  • Schneider is primarily an OT provider, and has invested in OT integration with Avantis to support condition-based maintenance.
Cautions
  • Avantis has a diverse customer base and hence doesn't focus on energy and utilities industry functionality.
  • The product is not suitable for large, multifaceted energy and utility enterprise deployments.
  • Its references rate its technology near the bottom of its peers.
  • It is one of the few business IT applications in the Schneider portfolio.

Ventyx

Ventyx is a wholly owned subsidiary of ABB, an approximately $55 billion power and industrial automation company based in Zurich, Switzerland. Ventyx was acquired by ABB in 2010 but operates independently of the parent company with its own offices around the globe. Ventyx's Asset Suite product has been focused almost exclusively on the EAM market for utilities. Asset Suite is primarily deployed at large utilities in North America, with some deployments in Europe and some recent success in the Asia/Pacific region.
Strengths
  • Asset Suite has a strong presence in nuclear power generation.
  • It is a highly scalable solution suitable for large, multifaceted enterprise deployments.
  • Ventyx investments and partnerships in asset health technologies are utility-specific and target both generation, and transmission and distribution.
Cautions
  • Asset Suite is one of the highest-cost EAM solutions to deploy and maintain.
  • It has very limited presence outside of power generation, transmission and distribution.
  • Its references rate both the product and service levels below average.
Source : Gartner

EAM Market Overview

EAM packages that are focused on the needs of energy and utilities companies primarily have material and maintenance management functionalities (or at least the vendor packages and sells them in that format) that are scalable to multiple sites and cater to advanced maintenance management functions. (An older, more limited term that is sometimes used is "computerized maintenance management system [CMMS] packages," which include material and maintenance functionalities, but are simpler in scope and are focused on single-site deployments. Those may still be used by large enterprises if a site-by-site or departmental solution is required.)
For energy and utility companies with complex fixed-plant requirements, the functionality provided must be capable of managing hierarchical plant structures; condition and performance monitoring (driven by operational technology [OT] integration); preventive maintenance; outage/shutdown planning for refurbishments; increasingly, a "fleet" capability not just for vehicles but also for fleets of assets, such as an oilfield or a wind farm; and the tracking and managing of all OT devices and systems. This is reflected in the requirements listed here, which will be satisfied by the best software products in this category:
  • Detailed asset registry, combined with internal and external parts and support descriptions
  • Long-term maintenance, project and work schedules
  • Support for complex inventory relationships for indirect maintenance, repair and operations (MRO) that are associated with forecasting planned and unplanned work on installed assets
  • Supply chain capability for indirect goods, with demand planning linked to maintenance and repair schedules
  • Probability-based, "just in case" MRO-focused inventory and procurement, rather than "just in time" or material-requirements-planning based
  • Human capital management capabilities to match skills, training and availability with work requirements
  • Statistical analyses of equipment performance and reliability
  • Condition-based triggers for asset health and performance (OT integration)
  • Serial number tracking and tracing for equipment and parts
  • Financial support via detailed cost analysis
  • Integration with whatever ERP (financial and HR) package is deployed
  • Extensive warranty tracking to component levels and support for manufacturers' records requirements for equipment under warranty
  • Shutdown project planning
  • "Lock out/tag out" or "permit to work" functions
  • Enablement of both connected and disconnected application usage for mobile workers
Source : Gartner

Sunday, March 1, 2015

Work Order Life Cycle



Understanding the Work Order Life Cycle

Use work orders to manage the work flow of the maintenance tasks and projects. You can manage all of the aspects of a maintenance task or project, including:
  • Creating work orders for preventive and corrective maintenance
  • Committing inventory to a work order.
  • Scheduling multiple tasks and crafts, such as mechanical, electrical, and so on, to a work order.
  • Tracking the progress of a work order by status.
  • Tracking work order costs, such as materials, labor, and so on.
  • Recording unlimited detailed information about a work order.
  • Completing and closing a work order.
 A predefined work-order approval process in the workflow system can be modified to suit your business needs.
The steps through which a work order must pass to accurately communicate the progress of the maintenance tasks that it represents are the life cycle of the work order. The work-order life cycle applies to work orders for preventive maintenance and corrective maintenance. You can select to display the Status Change form each time the work order advances through a step in the life cycle.

This diagram illustrates the flow of a work order through a typical work-order life cycle:

1) create the work order.
2) approve the work order.
3) attach parts lists and routing instructions.
4) search for work orders and add costs to work orders, parts list, and labor costs.
5) complete the work order.
6) close work order.
7) review and analyze work orders, parts list information, work order costs, project costs, and work order budgets.