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IBM Tivoli and Maximo Asset Management

Development Update & Maximo 7.1 Preview

Anthony Honaker

Maximo Product Strategy & Product Management

(2)

IBM’s Commitment to Maximo and Asset Management

ƒ Key to IBM strategy and future

growth

ƒ Leverage Maximo’s market-

leading technology

ƒ IBM and MRO share long

history

ƒ Delivered more resources and

a more aggressive product

roadmap

(3)

IBM will protect the Maximo customer’s

investment:

Continue to support and enhance the Maximo

J2EE Architecture

Continued commitment to SOA and open

standards

Provide upgrades to future Maximo versions

Continued support for user group meetings and

advisory councils

Retain the “Maximo” brand name for all EAM

products

Continued support for both IBM and non-IBM

platforms

Customer Value

(4)

Asset and service management solutions for all critical assets across

the enterprise

- Operating on open standards: J2EE-based service-oriented architecture (SOA)

- Delivered with deep industry-specific functionality

Production Assets

Oil, Steel, Utilities

Building, Facility

and Property

Assets

Transportation

Assets

IT Assets

Managing Performance of Critical Assets

(5)

Maximo Themes

Managing all

of the critical

assets in the

enterprise

Enabling

Service

Management

across all

assets

Providing

deep Industry

solutions and

expertise

Utilizing

modern

Service

Oriented

Architecture

(6)

IBM Service Management

Best Practices and Services

Process Management

Service Management Platform

The Best of Enterprise Asset Management,

IBM Service Management, IT Asset Management

Operational Management Service Management Platform

Process Management

Tivoli Asset

Mgmt for IT

(ITAM)

Maximo

Asset Mgmt

(EAM)

IBM Service Management

Solutions (CCMDB,

Service Request Mgr)

ƒ “Best in Class” Asset & Service Management

ƒ Consolidated Infrastructure for EAM, ITAM, Service Management

ƒ Modern Open Standards Based Technology

(7)

Maximo Roadmap

• IBM Maximo for Transportation 6.3

• IBM Maximo for Life Sciences 6.4

• IBM Maximo Calibration 6.4

• IBM Maximo for Nuclear Power 6.3

• IBM Maximo for Government 6.1

IBM Maximo Mobile Calibration

IBM Maximo Asset Configuration Manager 6.2

IBM Maximo Asset Mgt 7.1

2008-2009 2007

H2 2006

IBM Maximo for Oil and Gas 6.3

IBM Maximo for Service Providers 6.1

• IBM Maximo for Utilities 6.3

• IBM Maximo Spatial 6.3

• Oil and Gas

• Calibration

• Life Sciences

• Transportation

Increased or new investment in EAM IBM Maximo Asset Mgt 6.2.1: DB2

Support

New 7.x Releases of Industry Solutions:

• Utilities

• Nuclear Power

• Service Providers

• Government

IBM Tivoli Asset Mgt for IT 6.2.1

Key:

Key:

9 9

9 9 9 9 9 9 9 9

• IBM Tivoli Change and Configuration Management Database 7.1

• IBM Tivoli Release Process Manager 7.1

• IBM Tivoli Asset Mgt for IT 7.1

• IBM Tivoli Service Request Manager 7.1

New 7.x Releases of:

• Tivoli Asset Mgt for IT

• Tivoli Service Request Manager

• Tivoli Change and Configuration Management Database

• Tivoli Release Process Mgr

• Tivoli Capacity Process Mgr

• Tivoli Storage Process Mgr

9 9

9 9

9 9

(8)

© 2007 IBM Corporation

Tivoli Asset Management for IT

(9)

Financial Physical

(Lifecycle Management)

Operational

(IBM SM)

HW Cost Trends SW Cost Trends

Converged Asset Management

•Compliance/Audits

•Contracts

•Expense Control

•License Management

•Upgrade Costs

•Leasing

•Invoice validation

•POs paid

•Optimization

•Modeling

•Discovery

•Asset Tracking

•Asset Assignment

•Asset Reconciliation

•Maintenance

•Upgrades

•Disposal

•End of Life

•Service Desk

•IMAC

•Product Install

•Product Removal

•Disaster Recovery

•Security

•Service Request

•Change Management

•Release Management

Supported in the current Tivoli IT AM Portfolio

Areas enhanced for IT AM in 2007

Areas of focus for IT AM in 2008

Capabilities provided by other Tivoli Products

(10)

Hardware Software Contracts

What is Software Asset Management (SAM)?

Software Asset Management

SW Cost Trends

HW Cost Trends Labor Cost Trends

“Enterprises that begin an asset management program experience up to a

30% reduction in costs the first year.. and continue savings of 5-10% for the

next 5 years” – Gartner

IT Service Management

IT Asset Management

(11)

Why Is Software Asset Management So Hard?

• Lack of centralized cross-platform data repository

• software inventory

• product use activity

• contractual and financial information

• Rapid business change causes unexpected software

spending and inefficient software deployment

• Complexities of license metrics, terms & conditions,

and software deployment

• Software Asset Lifecycle management within

functional areas and departmental silos

• No clear knowledge of what software is installed,

how much it is being used and who is using it.

• Most software asset management practices lack the

maturity to drive maximum business value

(12)

IBM’s Unique Approach to Software Asset Management

All four questions must be

answered to align software

spending with business goals

What software do I have?

What software assets are in use?

What does each software asset

cost now and in the future?

Over Licensed?

(Potential Savings)

Under Licensed?

(Compliance Risk)

Inventory

License Use

Software Use

License

Compliance

Contracts &

Financials

System z PCs Servers

IBM Tivoli

Asset Management for IT

Only IBM delivers the four essential sets of integrated information required for

effective Software Asset Management across all significant environments

IBM

Tivoli

License

Compliance

Manager

IBM

Tivoli

License

Compliance

Manager

for

z/OS

(13)

Value Realized By Effective SAM

Compliance Risk Reduction

-

Software vendor license compliance audits

-

World Wide impact of Sarbanes-Oxley Act Section 404

Software Cost Management

-

Identification and reduction of no and low use software

-

Efficient server consolidations

-

Optimize software and hardware capacity upgrades

-

Strong vendor contract negotiation leverage

-

Reduced software fees through competitive replacement

-

Improve operational performance and reduce maintenance costs

-

Invoice validation

-

Effective charge-back

-

Disaster recovery and business continuation

Opportunity Creation

-

Software dollars can be redeployed to fund new software acquisitions and projects that

return business value

(14)

Maximo Asset Management

Tivoli Service Request Manager

Tivoli Asset Management for IT 6.2.1

Tivoli Asset Management

for IT

Tivoli Application Dependency

Discovery Manager

IBM NetCool / Precision for

IP Networks

Tivoli Provisioning

Manager

Servers & PCs

Tivoli Integration Adapters

Tivoli License Compliance

Manager Tivoli License

Compliance Manager for

z/OS

Tivoli Asset Compliance

Center (Bundled w/

TLCMz)

Tivoli Integration Adapters Tivoli Integration Adapters

3rd party discovery

tools

Mainframe Tivoli Usage

and Accounting

Manager Enterprise Business Applications

(ERP, HR, Finance)

Maximo Enterprise Adapter

(15)

CCMDB

Maximo Asset Management

Tivoli Asset Management for IT 7.1

Tivoli Application Dependency

Discovery Manager

IBM NetCool / Precision for

IP Networks

Tivoli Provisioning

Manager

Servers & PCs

Tivoli Integration Adapters

Tivoli License Compliance

Manager Tivoli License

Compliance Manager for

z/OS

Tivoli Asset Compliance

Center (Bundled w/

TLCMz)

Tivoli Integration Adapters Tivoli Integration Adapters

3rd party discovery

tools

Mainframe Tivoli Usage

and Accounting

Manager Enterprise

Business Applications

(ERP, HR, Finance)

Maximo Enterprise Adapter

Tivoli Service Request Manager

Tivoli Asset Management

for IT

(16)

CCMDB

Maximo Asset Management

Tivoli Asset Management for IT 7.2

Tivoli Application Dependency

Discovery Manager

Servers & PCs

IBM NetCool / Precision for

IP Networks

Tivoli Provisioning

Manager

Tivoli Integration Adapters

Tivoli Integration Adapters 3rd party

discovery tools

Mainframe Tivoli Usage

and Accounting

Manager Enterprise Business Applications

(ERP, HR, Finance)

Tivoli Service Request Manager

Hardware and Software Identification

for Distributed Hardware and

Software Identification

for z/OS

Distributed Hardware Discovery

Tivoli Asset Management for IT

Tivoli License

Optimization Manager

Tivoli Integration Adapters

Tivoli TotalStorage

Productivity Center Maximo Enterprise Adapter

(17)

Maximo Asset Management 7.1 Preview

(18)

Maximo 7 Preview Topics

ƒ Enhanced User Interface and Security Capabilities

ƒ Migration Manager

ƒ Linear Assets

ƒ Enhanced Process and Work Management

(19)

Maximo 7 Preview – Security and UI

(20)

Conditional, Dynamic Security

ƒ Data Restrictions

- Control Access Characteristics to Objects and Attributes based on Data and/or User

Group

- Characteristics include “Read Only” and “Hidden”

- Examples:

ƒ Tradesmen User Group cannot view WOs in “Waiting Approval” Status

ƒ Hide pay rate field on the Labor record based on user group; e.g.

Tradesman

ƒ Hide WO cost fields for Tradesmen, but visible for Supervisors

ƒ WOs in “Complete” Status are read-only for Tradesmen User Group, but not

for Planners

ƒ Asset records are read-only if the status is “Salvage”

ƒ Application Access

- Conditional Access to Applications

ƒ Read, Insert, Modify and Delete

- Conditional Access to Actions

ƒ E.g., Change Status, Add to New Parent, View Total Costs, etc.

(21)

Conditional Expression Manager

ƒ Persistent Definition and Re-use of Common Conditions

(22)

Conditional Access

(23)

Data Restrictions

ƒ Object and Attribute Level Restrictions

ƒ Can be made Read Only, Required or Hidden

ƒ Can be Conditionally Applied

(24)

Conditional UI

ƒ Control the UI based on Data and/or User Group

- Controls characteristics of UI Controls

ƒ E.g., Fields, Table Windows, Tabs, Buttons, Actions, etc.

- Characteristics include “Required”, “Read Only”, “Hidden”

ƒ Examples:

- Hide Asset Application Safety tab for IT Users

- Different labels, colors, etc on the same field for different groups of users; e.g.

“Labor” for US users and “Labour” for Canadian or UK users

(25)

Conditional UI

(26)

© 2007 IBM Corporation

Maximo 7 Preview – Migration Manager

(27)

Migration Manager: Maximo Configuration Capabilities

ƒ Maximo releases provide increasing configuration capabilities

- Fewer customizations (coding)

ƒ Current migration process is cumbersome

- Manually executed database scripts, export/import - Prone to sequencing errors

- Seeding often incomplete (“I missed that configuration!”)

Maximo 5.2 Maximo 6.2.1 Maximo 7.1

• Security

• Workflow

• Screen Designer

• Database Configuration

• Reports

• Application Designer

• Domains

• Sets

• Cron Tasks

• Communication Templates

• Escalations

• Enhanced Security

• Enhanced Workflow

• Database Configuration

• Enhanced Reports

• OMP Integration

• Web Services Library

• LIC

• Configuration Import/Export

• Logging

• Properties

• Application Designer

• Domains

• Sets

• Cron Tasks

• Communication Templates

• Escalations

• Enhanced Security

• Enhanced Workflow

• Database Configuration

• Reports

Configuration applications in Maximo

(28)

ƒ

Migration of Configurations between Maximo

environments

ƒ

Supports standard rollout environments:

- DEV->TEST->PRODUCTION

ƒ

Purpose:

- Seed a new Maximo environment with all configurations and customizations

Configuration Migration Process

DEV DB Development

Server TEST DB

Test Server

PROD DB

Production Server 1

PROD DB

Production Server 2

PROD DB

Production Server 3

(29)

Migration Manager

ƒ Manages Packages - containers for Maximo configuration information

ƒ Package has a life-cycle:

ƒ Package can be “Snapshot” or “Delta”

ƒ Configuration Import/Export also provides:

ƒ Snapshot configuration/customization for support purposes (IBM support)

ƒ General purpose package-based export/import tool between Maximo environments

ƒ Packaged content delivery through OPAL

ƒ Maximo solutions and add-ons, including Industry Solutions

ƒ Tivoli Process Managers

Define Create Distribute Deploy

(30)

Migration Groups

ƒ Migration Groups define logical sets of Objects (and their relationships)

ƒ Also defined is the Order, which ensure that data being Migrated is appropriately sequenced

ƒ New Groups can be defined in addition to those delivered out of the box

(31)

Package Definition

(32)

Package Creation

(33)

Maximo 7 Preview - Linear Assets

(34)

Non linear Assets Linear Assets

Mobile (fleet, vehicles)

Fixed Physical Assets (facilities)

Component-based Assets (aircraft, ship)

Roads

Pipelines (sewers, oil pipelines) Railway tracks

A non Linear Asset occupies a

defined space and can be

tracked by its location or

modeled as part of a parent

child hierarchy

Linear Assets have linear

properties and often connect with

each other by their relationship

with the linear infrastructure itself

Installed, maintained, replaced as a

whole Preserved and restored in place, and in

segments

Linear Assets

(35)

0 Asset A 50

Speed Limit

65 55

Lanes

4 3

Pavement Concrete

Surface

Exits

0 40

25 50

WO 127

WO 128

Linear Assets

(36)

Linear Assets

ƒ Linear Attributes, Actions conditionally visible

ƒ Multiple, Configurable Linear Referencing Methods

(37)

Features

ƒ Entities such as Mile Posts, Signs, Guardrails, Junctions can be managed as Features,

rather than having to create and manage Assets

ƒ Features can be Point (e.g., Mile Post, Junction) or Linear (e.g. Guardrails, Mow-able

Acreage, )

(38)

Specifications

(39)

Relationships

ƒ Multiple Relationships can be identified between Assets

- Precedes and Succeeds (I 95 MD Precedes I 95 PA)

- Intersects, Passes Over, Passes Under

- Joins, Parallels

(40)

© 2007 IBM Corporation

Maximo 7 Preview - Process and Work Management

Enhancements

(41)

Enhanced Process and Work Management

ƒ Multiple Assets, Locations on Work Orders, Tickets

ƒ Enhanced Swap capabilities

ƒ Automated Flow Control of WO Tasks – Status Management

ƒ New WO Task Application

ƒ Job Plan Enhancements

- Nested Job Plans

- Attached Documents at Job Plan Task level

ƒ Classification-based Attributes

(42)

Job Plans

ƒ Nested Job Plans – Reusable Processes and Procedures; Generates Work Order Hierarchies

ƒ Automated Flow Control – Controls Execution of Work; Automates Processes

ƒ Classification Based Attributes – Similar to Asset, Location and Item; Provides Job Specific Attributes to Job Plans and Work Orders

(43)

Multiple Assets and Locations on Work Orders

(44)

Q&A

Additional Resources

Maximo Asset Management

-

http://www-306.ibm.com/software/tivoli/solutions/asset-management/index.html

-

http://www-306.ibm.com/software/tivoli/products/maximo-asset-mgmt/

Tivoli Asset Management for IT

- http://www-306.ibm.com/software/tivoli/solutions/it-asset-management/

Maximo Info on User Group website (www.tivoli-ug.org)

7 Maximo User Groups currently have presence on

http://www.tivoli-ug.org/groups.php?ugtype=Maximo

Maximo News

http://www.tivoli-ug.org/news.php#acq

Maximo Mondays listed

http://www.tivoli-ug.org/events.php#maximo_mondays

and here

http://www.tivoli-ug.org/events.php

New category added into TIE for Asset Mgt (coming 10-11-07)

http://tie.tivoli-ug.org/

Peer to Peer Knowledge Exchange has Maximo products listed:

http://www.tivoli-ug.org/p2p/listall_bycat

January 2007 Executive Interview Article with Anthony Honaker:

http://www.tivoli-ug.org/ec-arch18.php

August 2007: Executive Interview Article with Jack Young:

http://www.tivoli-ug.org/execcorner.php

References

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