6 Inventory Management Workspaces 41
6.4 Inventory Management Reports
6.4.4 Inactive Inventory Report
By utilizing this report, you can quickly see the portion of your inventory which is inactive. This information is critical in highlighting the percentage of your storeroom value that is tied up in unused inventory.
This report can highlight unused items which may be required to remain in inventory for spare part requirements of a critical asset, while also highlighting items that may no longer or never be required.
Report Details:
This report highlights your inactive inventory or the portion of your inventory that is not used. Only items which have never been issued are displayed in this report. These items are identified by where
INVENTORY.LASTISSUEDATE is null
Note: All items are included in the Total Inventory Value. The filter for inactive inventory only applies to the records that are displayed within the report details
Grouping/Sorting
Similar to the other Inventory Management reports, a grouping is first applied at the Site level and then at the Locations. The items are displayed in DESCENDING ORDER of Inventory Value. This will enable you to focus on the storeroom locations with the largest inventory values.
Additionally, at the end of the inactive report listing, the total inactive inventory value is listed.
Parameters:
The parameters for this report are Site, ABC Type, Commodity Group, and Location. Site, ABC Type and Location are required parameters. Site and ABC Type enable single parameter values only.
Graph
A column chart plots the Inactive Inventory for the selected parameters. For the selected site, the storeroom locations are displayed on the X Axis and the percentage inactive is displayed on the Y Axis.
Users:
Users of this metric report include Planners, Supply Chain Managers, Operations Managers, Contract Managers
Sample Output
7 Maximo BI System Workspaces
To maximize your use of the Maximo BI packs, two system workspaces have been created for navigation options and information details. These include the launching page workspace enables you to quickly navigate to a number of different workspaces. The Learn More workspace provides easy access to detailed descriptions for each of the metrics.
7.1 Launching Workspace
The launching workspace enables you to quickly navigate between workspace pages. Contained within the page you will find four categories of Metrics: Work Orders, Assets, Asset Failures and Inventory Management. Under each category, a listing of metric workspaces is displayed which you can then navigate to.
Additionally, on the bottom left of this page, you will find a ‘Learn More’ Link. This link will take you to a separate workspace page where additional information is available on each of the metrics. This
information includes a description of the metric, along with its purpose.
7.2 Learn More Workspace
The Learn More Workspace provides a quick link for metric definition and purpose for your users. This information can be extremely convenient to an individual who may be trying to interpret or validate the results of a metric, but does not want to search for related documentation on its definition.
This workspace can quickly be configured in your environment. You can update the information provided within this page, include additional features, replace the corporate logo or remove it from your
environment. This page provides additional insight into the dynamic capability and configurability of the workspace functionality.
8 Navigating
The Maximo BI Packs provide flexibility in how the content can be accessed. This section will review the various access points available to you, along with details on the location of reports and workspaces within Cognos.
8.1 Content Structure in Cognos
The Maximo BI Packs are delivered to you in zip files which you import. After they are imported, you will have the top level folders located under the path public > publicmd as shown below.
The Asset Metric Details contains the Asset Failure and Asset Management workspaces and metric reports.
The Inventory Analysis Details contains the Inventory Management workspaces and metric reports. The Work Order and Classification contains the Work Order Workspaces and metric reports, along with the Launching and Learn More workspaces.
You can navigate down thru each of these packages to find the individual reports and workspaces. For example, within the Workorder and Classification package, you will find
- Workorder Workspaces: Work order, Launching and Learn More Workspace - Workorder Metric Reports: Contains the four reports
Continuing with this example, if you drill down under the ‘Work Order Metric Reports’ folder, you will see the folder ‘Reports for Workspaces’. This folder contains the separate
The folder ‘Reports for Workspaces’. This folder contains the separate report lets used for the workspaces.
If you are going to modify one of the workspaces by adding or removing content, use the content from the
‘Reports for Workspaces’. This content has been formatted for the widget functionality required for the Workspaces.
8.2 Accessing Workspaces
You can navigate to the workspaces in a variety of ways. As noted earlier, one way is to use the Launching Page as a home portal or location to your individual workspace pages.
Additionally, you may want to navigate from a public or your individual workspace folder that has been created. From this folder location, you can see all the workspaces that you have access to, and then select the one you want to work with.
Utilizing the other many other features in Cognos – including bookmarks, shortcuts, creating tabs for favorite workspace pages and configuring your Home page, you can quickly access the content you view most regularly.
8.3 Executing Metric Report from Cognos
To execute a metric report from Cognos, navigate to its location. This could be from one of the metric reports folders, or from a separate folder location in Cognos which you may have located.
After selecting the report, you will see a prompt page similar to what is shown below. Required parameter values are highlighted by orange *. Additionally, you can select other parameter values.
After entering the prompt values, the Cognos report displays. You can then save, print, export and retain a copy of its output.
9 Installation Overview
The Maximo BI Packs are delivered via zip files which you will import via Cognos Administration tools.
Contained within the zip file are both the workspaces and reports detailed above, plus updated Maximo Cognos metadata packages.
The Maximo Cognos metadata packages have been updated to include additional objects and
modifications to a subset of the attributes in the Cognos Framework Manager tool. These updates were required to enable various calculations and displays of parameters and fields in the Cognos reports.
To utilize the Maximo BI Packs in your environment, perform the following steps:
Within the Maximo Applications:
Confirm System Property Settings Within Cognos:
Create data source in Cognos Administration Import zip file in Cognos Administration Import image zip files
Notes:
1. All modifications to the Cognos packages in Framework Manager have been made for you and are included in the zip file. You do not need to make similar updates.
2. If you have previously downloaded Maximo BI Packs, please review the chart below. If you had downloaded the initial zip file from September 2013, you should replace this with the zip file from December 2013.
Then, the latest zip file, MX_BIPacks_WO_SupplyChain.zip, supplements the existing content with Inventory Management Workspaces and reports. Additionally, it updates the Launching and Learn more workspaces. Therefore - to get the full BI Packs Content, install both zip files for Posting 2 and 3.
3. If you have not installed the Maximo BI Packs, be sure to download and install both the MX_BIPacks_WO_AssetFailure_AssetManagment.zip and MX_BIPacks_WO_SupplyChain.zip
1 MX_ExtContent_WO.zip Work Order
Management
Sept 2013
Posting 2 2 MX_BIPacks_WO_AssetFailure_AssetManagment.zip Asset and
Asset Failure
Pre-Installation Environment Checks
Before installing this additional Cognos content, confirm that your environment meets the minimum requirements noted below:
Maximo/TPAE Version 7.5.0.3 or Higher 2. Cognos 10.1.1
3. IBM DB2 Database
3. Please refer to the Maximo and Cognos supported product matrix for individual software component support
Note The Maximo BI Packs have been tested against an IBM DB2 Database. You can
choose to use either a SQL Server or Oracle database - however, they have not been
tested, and configuration instructions for them are not included.
9.1 Maximo System Property Settings
Before importing the zip file, review the Maximo System Properties. These system properties are used for publishing the Cognos Meta Data content, and executing the Cognos reports from Maximo.
System Properties
1. The Maximo BI Packs use a data source called MXDB. Confirm this value is defined by accessing the System Properties application in Maximo.
2. Filter on the description field with the text ‘cognos’
3. Navigate to the Property setting, mxe.report.cognos.datasource. Confirm this value is set to MXDB.
a. If it is not, update its value to MXDB and save. Then, perform an auto refresh of this property setting.
Integration End Points
4. Next, confirm the data source MXDB is also defined for the Integration End Point.
5. In the End Point application, locate MXCOGNOS, and navigate to the End Point tab.
6. Display the value, DATA_SOURCE_NAME. Confirm this value is set to MXDB.
a. If it is not, update its value to MXDB and save.
7. Copy the location of the PROJECT_BASE_DIR to Notepad or a text editor. You will need to refer to this location in Step 4.4 below.
*Note: You do not have to restart the Maximo server if you modified the end points and system property values.
10 Cognos Administration Updates
10.1 Create Data Source MXDB in Cognos Administration
The Maximo BI Packs have been preconfigured for a specific data source. This data source must be created in your environment so the workspaces and reports can be executed. You do not have to create a new database - this data source will be directed to the location of your existing database. To configure the data source, follow the steps below.
1. Access Cognos Administration. Click on the ‘Configuration Tab’
2. With ‘Data Source Connections’ highlighted on the left hand side, click on the New Data Source icon on the top right hand side.
3. When the dialog appears, enter MXDB for Name. Click Next
4. Select your Database Type. Leave the remaining default values as is.
5. Input your database name and connect string. Towards the end of the page, under Sign Ons, enable password. Input the user name and password. On the bottom of the page, select ‘Test the Connection’
6. Click Test on the next page. Wait for the dialog to appear that it successfully can be connected.
7. Click Next and Close. When this is completed, the new MXDB datasource will appear.
Note: If the data source does not connect successfully and you see "DPR-ERR-2002" error or "DPR-DPR-1035" in cogserver.log, you may need to restart your cognos server.
10.2 Import zip file in Cognos Administration
The Maximo BI Pack content is contained within a zip file. This zip file must be imported into Cognos so you can access the Work order workspaces and metric reports. The steps below detail how to do this.
1. Download the zip file titled ‘MX_BIPacks_WO_AssetFailure_AssetManagment.zip’
2. Copy the file within Cognos to the directory below
<CognosLocation>\c10\deployment
3. To prevent over-riding over any content you may have, create a new folder in Cognos Connection called
‘publicmd’ directly under the Public folder as shown below.
4. Next, launch to Cognos Administration. Click on the Configuration tab. Then, select ‘Content Administration’ on the left hand side of the page.
Then, from the icons on the far right, select the icon ‘New Import’ and follow the dialog shown below to import the report.
5. After clicking next, you can either use the default Name or update it and the description to values you will easily recognize. Click Next.
6. In the remaining import screens, be sure to review each option carefully to import the file for your environment. Additionally, be sure to select the specific content to import.
7. At the end of this process, you will receive a verification import screen. Once you have verified the values, click Next.
8. On the action screen, select Save and Run Once. Then, click Finish. Select ‘Run the report now’. Click the button to ‘View the details of this import after closing this dialog’ – to confirm the import is successfully completed.
You should then receive a message that the import completed successfully as noted below. If the import did not succeed, review the displayed error messages for details.
9. Repeat this same process to import the WO_SupplyChain_March_20_2014.zip file.
You can then launch to Cognos Connection, and on drilling down on the publicmd folder, will see the contents below.
10.3 Copy Image Files and Update Navigation URLs
Within the Launching Workspace page, images and urls are used for navigation. In this step, you will copy the delivered image files to a location dependant on your use of an HTTPServer.
Image Files
Within the Maximo BI Packs, a zip file MX_ExtContent_Images.zip is included. Depending on your configuration, install the images as noted below
1A. If you have installed HTTPServer, your Cognos gateway is similar to this:
http://ipaddress:80/ibmcognos/cgi-bin/cognos.cgi
Copy the image zip file to the location below. Extract the zip file.
<Cognos>\c10\webconent\samples\images
1B. If you have not installed an HTTPServer, then your Cognos gateway will be similar to this:
http://ipaddress:9300/p2pd/servlet/dispatch/ext In this scenario,
1. Copy all the content from <Cognos>\c10\webcontent to <Cognos>\c10\webapps\p2pd 2. Copy the image zip file to the location below. Extract the zip file
<Cognos>\c10\webapps\p2pd\samples\images
Update Navigation URLs in Launching Page
If you are going to utilize the Launching Page to navigate to the various workspaces, you must install the HTTP Server. Without an HTTPServer installed, the urls delivered with the Launching Page will not execute properly.
11 Workspace Configuration
11.1 Workspace Configuration – Filters
The Maximo BI workspaces are delivered to you based on data within the maxdemo environment.
When you first display the workspaces in your environment, the filters and data may reflect these values – and not the data in your unique environment.
For example, in the workorder type workspace below, you may not have all the work types displayed.
If this occurs for any of the filter values in the workspaces, follow the steps below 1. Right click on the filter value and select Properties.
2. Click on the Filter tab. In the center of the dialog, in the section titled ‘Use only the following values’
select the values you want to use. Then, Click OK.
After you do this, the filter will refresh with the values from your system.
Note:
1. You must save the workspace after updating the filter values. If you do not do this, the updated values will not be saved – and you will have to repeat this action each time you open the workspace.
12 Items to Note
1. Version Support
The Maximo BI packs require Cognos 10.1.1. Therefore, you must be on Maximo Version 7.5.0.3 or later to utilize this content.
Additionally, if you are enabling Cognos thru Tivoli Common Reporting, this content is not available.
Maximo’s support of TCR is for Cognos 8.4.1 only. The Cognos Business Insight tools are not included in that release, therefore, these features cannot be utilized. For more details on what Cognos versions are supported for Maximo, please reference this tech note
http://www-01.ibm.com/support/docview.wss?uid=swg21606965&myns=swgtiv&mynp=OCSSLKT6&mync=R 2. Database Support
The metric reports and workspaces delivered within the BI Packs have been tested with the IBM DB2 database only. You can choose to use either Oracle or Sql Server, however no testing has been done and specific database configuration steps are not covered in this document.
M AXIMO R EFERENCE M ATERIALS
For additional information, please reference the information below:
1. Maximo BI Packs Demos
Access this url for a variety of recorded demos including navigating the content, customizing workspaces, executing metric reports, and configuring workspace filters for your environment.
https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset
%20Management/page/Extended%20Content%20Demos 2. Maximo 7.5 Cognos 10.1.1. Integration Installation Guide
This guide details the configuration steps to enable the Direct Maximo-Cognos Integration. This enables the use of Cognos 8.4.1 within Maximo.
http://www-01.ibm.com/support/docview.wss?uid=swg21606873 3. Maximo 7.5 Cognos Integration Details Guide
This guide details how the Maximo Cognos Integration is enabled. It includes information on the
metadata layer, and how to create Report Object Structures for Cognos Packages. Also, it details how you can set security in both the Maximo and Cognos Applications, how you can develop Reports in Cognos for the Maximo Integration, along with other Best Practices and functionality considerations.
http://www-01.ibm.com/support/docview.wss?uid=swg21500935 4. Maximo BI Packs Wiki Page
These wiki pages contain detailed information on the Maximo Cognos Integration, including FAQs, property setting details and a variety of demo recordings including
https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset
%20Management/page/Extended%20Content%20-%20%20Maximo%20BI%20Workpacks 5. Maximo Report Reference materials
This page contains the latest listing of report reference materials, including description, revision levels and hyperlinks to the documentation. Included within these pages are the reference guides listed below https://www.ibm.com/developerworks/mydeveloperworks/wikis/home?lang=en#/wiki/IBM%20Maximo%2 0Asset%20Management/page/Reporting%20Documentation
C OGNOS R EFERENCE M ATERIALS
For additional information on Cognos, please reference the information below
1. Cognos 10.1.1 documentation including detailed manuals on the Cognos Reporting Products, access this url:
http://bit.ly/mTNflH
2. The Cognos Insight Virtual Community enables virtual networking and learning on the Cognos insight and workspace tools
https://www.analyticszone.com/homepage/web/displayHomePage.action
3. This Active Reports Cookbook provides detailed content and examples on creating Cognos Active reports. Although this cookbook is prepared for Cognos 10.2, much of the content applies to the Cognos 10.1.1 version supported for this version.
http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html?ca=drs-
Note:
1. Business Insight and Business Insight Advanced in Cognos 10.1.1 are re-named to Cognos Workspace and Cognos Workspace Advanced in Cognos 10.2.