IBM Tivoli Software. Maximo Business Intelligence Work Packs. Workorder, Asset Failure, Asset and Inventory Management

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IBM® Tivoli® Software

Maximo Asset Management – Version 7.5 Releases

Maximo Business Intelligence Work Packs

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C

ONTENTS

Revision History

v

1

Overview

6

1.1

Target Users ... 7

2

Content

9

3

Work Order Management Workspaces

11

3.1

Work Order - Work Type Workspace ... 12

3.2

Work Order - Work Priority Workspace ... 13

3.3

Work Order - Critical Assets Workspace ... 14

3.4

Work Order - Classifications Workspace ... 15

3.5

Work Order Management Metric Reports ... 16

3.5.1 Backlog Work Order Metric Report ... 17

3.5.2 Overdue Work Order Metric Report ... 19

3.5.3 Unplanned Work Order Metric Reports ... 21

3.5.4 Actual to Estimated Work Order Cost Report ... 23

4

Asset Management Workspaces

25

4.1

Asset Management - Classification Workspace ... 26

4.2

Asset Management – Critical Assets Workspace ... 27

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4.4

Asset Management Reports ... 29

4.4.1 Asset Cost Analysis Report ... 29

4.4.2 Asset Spare Part Report ... 31

4.4.3 Asset PM Plan Report ... 33

5

Asset Failure Workspaces

35

5.1

Asset Failure - Classification Workspace ... 36

5.2

Asset Failure – Critical Assets Workspace ... 37

Asset Failure – Failure Class Workspace ... 38

5.3

Asset Failure Reports ... 39

5.3.1 Asset Failure Report ... 39

6

Inventory Management Workspaces

41

6.1

Inventory Management - Storeroom Workspace ... 42

6.2

Inventory Management – Commodity Group Workspace ... 43

6.3

Inventory Management – ABC Type Workspace ... 44

6.4

Inventory Management Reports ... 45

6.4.1 Inventory Turns Report ... 45

6.4.2 Inventory Currency Report ... 47

6.4.3 Work Order Material Stockouts Report ... 49

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8.1

Content Structure in Cognos ... 55

8.2

Accessing Workspaces ... 58

8.3

Executing Metric Report from Cognos ... 59

9

Installation Overview

60

Pre-Installation Environment Checks ... 61

9.1

Maximo System Property Settings ... 62

10

Cognos Administration Updates

63

10.1

Create Data Source MXDB in Cognos Administration ... 63

10.2

Import zip file in Cognos Administration ... 66

10.3

Copy Image Files and Update Navigation URLs ... 69

11

Workspace Configuration

70

11.1

Workspace Configuration – Filters ... 70

12

Items to Note

72

Maximo Reference Materials

73

Cognos Reference Materials

74

© Copyright International Business Machines Corporation 2014

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R

EVISION

H

ISTORY

Date

Version

Revised

By

Comments

March 2014

4

PD

Updated to include Inventory Chain

Management Metric Reports and Workspace

Content

January 2014

3

PD

Included more details on the Asset Failure

Report

December 2013

2

PD

Updates include (1) Renaming of Content to

Maximo BI Packs (2) Platform Restrictions (3)

Addition of Asset and Asset Failure Metrics

October 9, 2013

1

PD

Updated to correct references to diagram and

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1

Overview

Maximo Business Intelligence (BI) packs enable a deeper, visual insight into key functional areas of your business including Work Order, Asset, Asset Failure and Inventory Management. Dynamic, configurable metrics in these key areas provide immediate visual displays of the status of these critical functional areas. The Maximo BI Packs are available beginning with the Maximo® Base Services 7.5.0.3 Release. A key component to this functionality is the integration to IBM Cognos ® Reporting Version 10.1.1 . With Cognos 10.1.1, additional tools are available for you to visualize and analyze the Maximo data. These tools include Cognos Business Insight and Business Insight Advanced.

Cognos Business Insight is a personal analytics solution that empowers users to independently explore, analyze, visualize and share data via workspaces. Power Users can create, modify and share their own unique workspaces focusing on key areas for analysis.

Cognos Business Insight Advanced requires additional technical skills, and enables a user to modify the components or widgets enabled for the Business Insight workspace.

This document details the installation steps required to enable these Maximo BI Packs. Additionally each of the metrics and reports is individually detailed, so you can customize these to meet your unique business needs.

Notes:

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. Maximo Cognos Integration

Before beginning the installation, it is highly recommended that you first review all aspects of the Maximo Cognos Integration. These are detailed for you in the Maximo Cognos Integration Guide. This guide can be found here http://ibm.co/NPsTKR or at its long URL of

http://www-304.ibm.com/support/docview.wss?uid=swg21500935 Additional information on the Maximo Cognos Integration, including recorded demos, FAQs and installation guides are available in the Reference Materials section at the end of this guide.

3. Maximo BI Updates

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1.1

Target Users

Before reviewing the Maximo BI Packs content, it is critical to understand the target users of this content. Frequently, when describing Maximo users in terms of reporting and data analysis, they are placed in the five categories shown here. These categories are based on the user’s job requirements and skill sets within Maximo.

The pyramid is used to highlight that the percentage of users decreases as you move up the pyramid. The enterprise users shown on the bottom is your largest segment of users, as compared to the other

categories of users as you move upward thru the pyramid. For example, the percentage of power users in your company is significantly less than the percentage of enterprise or application users.

The Enterprise User is someone who accesses a very few number of Maximo applications, and limited number of reports. These users are very reliant on a guided user experience in Maximo, and rely heavily on features like Direct Print where they can click on an icon, and the report automatically prints.

The Application User accesses a great number of Maximo applications, and a greater number of reports. This individual is reliant on a number of different reports for use in his daily business tasks, and he may often schedule them to execute on a recurring basis.

In the middle of the pyramid is the Power User. This is the user who wants access to all Maximo applications, and all reports. These are the users who often request ‘backend database access’.

Additionally, they are often tasked by Management to investigate issues or trends, and have the ability to visualize data output in a variety of ways.

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The Maximo BI Packs target the Maximo Power user. This user is a small percentage of your Maximo user base. This user has a very high level of technical skills and database understanding, along with the business need to analyze data in many different formats and views.

The data the power user will be viewing in this content will not have the same User Interface or Actions as Maximo. Additionally, the initial views of the data may not be what the user requires. Therefore, the user will be required to utilize visualization and investigative skills to dynamically refresh the data to meet his individual, specific project needs.

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2

Content

The Maximo BI Packs contain Work Order, Asset Failure, Asset and Inventory Management metrics including

Work Order Management Workspaces

Work Type Workspace Work Priority Workspace Critical Assets Workspace Classification Workspace

Work Order Metric Reports

Backlog Work Orders Overdue Work Orders Unplanned Work Orders

Actual to Estimated Work Order Costs

Asset Failure Workspaces

Failure Class Workspace Critical Assets Workspace Classification Workspace

Asset Failure Metric Report

Including Asset Availability, Number of Failures, MTBF, and MTTR

Asset Management Workspaces

Failure Class Workspace Critical Assets Workspace Classification Workspace

Asset Management Reports

Asset Cost Analysis Asset Spare Part Details Asset PM Analysis

Inventory Management Workspaces

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These workspaces and metric reports highlight non-performing areas within your work, asset and inventory management. Their focus is on visual, intuitive, configurable metrics that can be incorporated within your Maximo-Cognos environment. No Maximo code or database modifications are required to utilize this functionality.

Enabling this content are a number of IBM Cognos Products including Business Insight: For display of Workspaces

Business Insight Advanced: For creation and modification of Metric Reports Report Studio: For creation and modification of Metric Reports

Cognos Connection: For access and display of Metric Reports

Cognos Administration: For importing of content, data source and security management

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3

Work Order Management Workspaces

With the Maximo BI Packs, your Maximo power users to independently explore, visualize and analyze Maximo data. Utilizing the workspaces, these users can create, modify and share their content highlighting areas critical to your business.

With the Maximo BI packs, four different Work Order Management Workspaces have been created. These workspaces present visualizations of work order metrics in varying views. These views can be dynamically re-configured enabling you to focus on content most critical in your environment. To highlight the configurability and dynamic display of this functionality, the four different work order workspaces have been designed to utilize the same work order metrics. By varying the filters on each workspace page – the user is able to very quickly view the metrics in the manner most important to him. So whether he is interested in viewing the work order metrics by PM Worktype, for a site’s Critical Assets or by Safety Work Order Classification – the Work Order Management Workspaces enable that capability. The chart below highlights the four different work order workspaces – and the reuse of the metrics on each. Following this, additional details on each of these workspaces are provided.

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3.1

Work Order - Work Type Workspace

The Work Type Workspace enables you to view Work Order metrics by filtering on Site and Work Type. Four metrics are initially displayed in the Workspace – Backlog Work Orders, Overdue Work Orders, Unplanned Work Orders and Actual to Estimated Costs.

Filtering your work orders by work type is a key best practice. Using the filters, you can quickly display these metrics to view you’re the data in a variety of ways including

Preventive Maintenance Work Order Metrics (Filter by Work Type = PM) Emergency Work Order Metrics (Filter by Work Type = EM)

Reactive Work Order Metrics (Filter by Work Type = EM and CM)

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3.2

Work Order - Work Priority Workspace

You can assign priorities to your work orders to highlight the most critical work to all members of your organization. These priorities may be based on Safety related work, critical Capital Projects with non-negotiable schedule dates or preventative maintenance work related to key locations or your business. Within the Work Priority Workspace, you can then focus on your most critical work orders by filtering on Site and Work Priority. This quickly gives you insight to view your Backlog Work Orders, Overdue Work Orders, Unplanned Work Orders and Actual to Estimated Costs by highest priority.

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3.3

Work Order - Critical Assets Workspace

Your business relies on critical assets within your organization. These assets may be vital to production processes, reliability of your operation, or safety processes. Critical assets are identified in Maximo in the field, Asset Priority.

Using the Critical Asset Workspace, you can manage the work orders related to your most critical assets. by filtering on Asset Priority and Site. This gives you insight on your Backlog, Overdue and Unplanned Work Orders for these critical assets, along with a historical view of their estimated to actual costs.

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3.4

Work Order - Classifications Workspace

Classifications can be used to further categorize your work orders. This can enable you to better

understand where your work load is. This can be especially important in your Work Order Backlog – so you can better plan labor, materials, services and tools to minimize any Overdue Work Orders.

Classifications provide an additional dynamic attribute that your data analyst can query on to get a better understanding of your work orders. Whether the classification provides additional details on the

categorization of work – like Electrical, Plumbing, or Mechanical – or additional details on the Work Order Type – Safety Operations, Safety Chemicals, Safety Machinery – this information provides key data for future preventative and planning purposes.

The classification workspace provides four key metrics – Backlog, Overdue and Unplanned Work orders, along with Estimated versus Actual Costs – as a starting point for your analysis of this data.

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3.5

Work Order Management Metric Reports

In addition to the Work Order Management workspaces, a suite of Work Order Metric reports is also included in this package. These reports provide additional details for each of the metrics. These details include detailed information on the work orders, descriptions, assets, locations, costs and related information.

Providing this content in the reports provides the user additional drilldown details if he needs. Additionally, these reports can be scheduled, emailed, printed, saved and exported to additional file formats if required.

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3.5.1 Backlog Work Order Metric Report

The Backlog Work Order report is intended to display the number of work orders in your backlog, or your current work. This insight on your current workload offers you additional data points which can be used for scheduling and planning purposes.

Report Details:

A backlog work order is an Open Workorder that has not been completed. These are work orders whose status is not Closed, Complete or Cancelled.

Task work orders are not included in this report. Additionally, only work orders with work order class = WORKORDER, are included in this query.

In addition to a listing of backlogged work orders, their estimated duration is displayed as the last column on the right as an estimate of the manpower resources required.

Grouping/Sorting

The report results are grouped by Site. They are then sorted in ascending order of Scheduled Start Date, so you can view the work orders that have been in your backlog the longest.

Parameters:

A number of parameters are available for this report to enable you flexibility in the data that is displayed. These parameters include Work Type, Work Priority, Classification, Asset Priority, Site, and Scheduled Start Date.

Graph

A column chart displays on the first page of this report. This chart displays the work order backlog by Work Type. Work type is displayed on the X Axis, and the number of work orders is on the Y Axis. Users:

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Sample Output

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3.5.2 Overdue Work Order Metric Report

This report quantifies the level of work not completed by scheduled completion date. Timely completion of work orders is critical for safety work orders, along with high priority assets or work orders. Delays in completing work orders can quickly lead to a mounting backlog of work orders and project work, rescheduling of other work orders, non-compliance to SLAs, along with schedule and cost overruns. Report Details:

A work order is overdue under the following conditions

1. It has a work order status of not Closed, Complete or Cancelled.

2. The current date is greater than the Scheduled Finish Date of the Workorder. - If the Scheduled Finish date is null, Target Finish date is used.

- If the Target Finish Date is null, Report date will be used.

Task work orders are not included in this report. Additionally, only work orders with work order class = WORKORDER, are included in this query.

The column, Days Overdue, displays on the last column in this report. This value is calculated by

subtracting the Work Order’s Scheduled Finish Date from the Current Date. If the Scheduled Finish Date is null, the Target Finish date is used. If the Target Finish date is null, then the report date is used.

At the end of the report, the Average Number of Days Overdue is displayed. This is calculated by summing the total Number of Days Overdue, divided by the number of work orders.

Grouping/Sorting

The report results are grouped by Site. They are then sorted in descending order of Days Overdue, so you can view and focus on the work orders that have been overdue the longest.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Work Type, Work Priority, Classification, Asset Priority, Site, and Scheduled Start Date. Graph

A column chart displays on the first page of this report. This chart displays the overdue work orders by Work Type. Work type is displayed on the X Axis, and the number of work orders is on the Y Axis. Users:

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Sample Output

The sample output below shows the Overdue Work Order report when three site values are selected as parameter inputs. A column chart displays the overdue work orders by worktype, and the resulting data is then shown in a list tab format, grouped by Site.

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3.5.3 Unplanned Work Order Metric Reports

This report quantifies the level of active work that is not planned. The percentage of unplanned work orders in your environment should be low. High percentages of unplanned work can quickly lead to increases in work order backlog, along with unplanned labor costs and material expediting fees. Report Details:

Unplanned work orders are those whose Worktype is Emergency or Corrective Work, or Worktype EM and CM.

Additionally, only active work is included in this report. Active work is classified as those work orders that are not in Closed, Completed or Cancelled Status.

Task work orders are not included in this report. Additionally, only work orders with work order class = WORKORDER, are included in this query.

At the end of the report, the Average Number of Days Overdue is displayed. This is calculated by summing the total Number of Days Overdue, divided by the number of work orders.

Grouping/Sorting

The report results are grouped by Site. They are then sorted in ascending order of the Scheduled Start Date

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Work Type, Work Priority, Classification, Asset Priority, Site, and Scheduled Start Date. Graph

A column chart displays on the first page of this report. This chart plots the Unplanned WO Labor Hours to Planned WO Labor Hours by Site. Site is displayed on the X Axis, and the percentage of Unplanned Work Order Labor Hours is on the Y Axis.

Calculations

Unplanned WO Labor Hour % = (Sum(Estimated Duration where WOTYPE = CM, EM)/ Sum Total Estimated Duration) * 100%

Planned WO Labor Hours % = 100 – Unplanned WO Labor Hours % Users:

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Sample Output

Below is a sample pdf output of the Unplanned Work Order report. In this case, the report was executed against three site parameter values of Bedford, Laredo and Texas along with Work Priority values of 1, 2, 3 and 9. A column chart displayed the Unplanned Work Order First page of the report showing graph, grouping and sorting.

At the end of the report, the total of Estimated Labor Hours is displayed.

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3.5.4 Actual to Estimated Work Order Cost Report

This report highlights if the planned labor, material, service and tool costs are being met. Work Orders with high percentage values exceeding 100% indicate that the actual costs exceed the planned costs. This could indicate unplanned labor hours or outside labor, unexpected material or tool costs, or incorrect estimates.

Report Details:

Only Work Orders with closed, completed or cancelled work orders are included in this calculation. This enables the completed actual costs to be evaluated against the estimated costs for the work order. The report utilizes the cost estimates prepared at Work Order Generation for its calculations. Additionally, if you need, the cost estimates at Work Order Approval are also listed in this report. Costs for labor, material, tools and outside services are included in this report.

The values of this report will display in percentages. Values less than 100% indicate work orders being completed under plan. Values greater than 100% indicate cost over-runs

Task work orders are not included in this report. Additionally, only work orders with work order class = WORKORDER, are included in this query.

Actual to Estimated Cost Calculation

The report includes a field titled ‘Actual to Estimated Costs’. This value is calculated by (The total of Actual Costs) divided by (The total Estimated Costs at WO Approval) If Estimated Costs at WO Approval Null, the report will use

(The total of Actual Costs) divided by (The total Estimated Costs at WO Generation)

Grouping/Sorting

The report results are grouped by Site. Then, the results are displayed in descending order of Actual to Estimated Costs. This enables the user to focus on the work orders with the highest variances on estimated costs.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Work Type, Work Priority, Classification, Asset Priority, Site, and Scheduled Start Date. Graph

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Sample Output

When this report is executed, the report first displays a column change of the percentage of actual to estimated costs by work order types. In the example below, three site values were entered, along with three work order types.

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Asset Management Workspaces

Also included within the Maximo BI Packs are the Asset Management reports and workspaces. These focus on visually identifying key asset characteristics including Asset Costs, Assets with Preventative Maintenance Plans and Assets with Spare parts.

Like the other workspaces, the Asset Management workspaces are designed to utilize the same critical asset management metrics – but enabling varying filters on each page. This provides a deeper insight on the same information in a variety of meaningful formats.

The chart below highlights the different asset failure workspaces – and the reuse of the metrics on each. Following this, additional details on each of these workspaces are provided.

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4.1

Asset Management - Classification Workspace

Classifying your assets is critical in providing insight on comparisons of assets. With the Classification Workspace, you can quickly compare actual and historical costs of assets with the same classification. This can provide important insight as to the types of assets you may need to focus on.

An example of this is the Average Maintenance Cost metric below. Your attention immediately is focused on the Boiler Classification of Assets which has a significantly higher average maintenance cost than the other classifications of assets in your facility. This information can be critical to engineers, contract managers and operations managers in determining if they need to replace key assets in their environment.

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4.2

Asset Management – Critical Assets Workspace

The critical assets in your business often define the health of your operation. If these assets are not properly maintained, your business processes may be severely impacted. Critical assets are identified in Maximo in the field, Asset Priority.

Using the Critical Asset Management Workspace, you can view the costs related to your most critical assets. Additionally, you can quickly view if your critical assets have Preventative Maintenance Plans and Spare parts assigned to them. Both of these items are key to insuring maximum availability of these items.

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4.3

Asset Management – Failure Class Workspace

Failure Classes provide another mechanism for you to view and analyze your assets. The simple bar graph below highlights immediately that the Assets with Failure Classes of Packaging (PKG) and

Production (PROD) have a much greater percentage of having both Spare Parts and PM Plans assigned to them.

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4.4

Asset Management Reports

4.4.1 Asset Cost Analysis Report

This report highlights the costs associated to assets. This provides valuable information in determining if the asset’s maintenance costs are as planned or if they are being exceeded. Excessive costs may indicate that the asset is either not being maintained properly, or it is aging rapidly and may be due for

replacement. Report Details:

This report provides two key cost values which included its actual to budgeted costs, and also its average maintenance cost per years of use.

The Actual to Budgeted Costs is calculated by the Asset’s Year to date cost ( ASSET.YTDCOST) divided by its yearly budgeted cost (ASSET.BUDGETCOST)

To derive the average maintenance cost, first the ‘Years of Use’ for the asset is calculated. This is derived by subtracting the asset’s Installation Date from the Current Date, and displaying the value in years. Then the Average Maintenance Cost is calculated by dividing the Asset Total Cost (ASSET.TOTALCOST) by the Years of Use.

*Note: Only assets which have at least one of these conditions - ASSET.TOTALCOST > 0 OR ASSET.BUDGETCOST > 0 are included in this report.

Grouping/Sorting

The report results are grouped by Site. Then the results are sorted in Descending order of Average Maintenance Cost. Totals and Averages are provided at the end of each grouping.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Status, Failure Class, Classification, Site, Priority and Location.

Graph

Two charts display on the first page of this report. This first chart displays Asset Budget to Actual Costs. Percentage is displayed on the X Axis, and Site is displayed on the Y Axis.

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Sample Output

Below is a sample pdf output of the Asset Cost Analysis report. The two charts of Asset Actual to Budget Costs and Average Maintenance Cost are displayed first. Then, the details of the individual assets, grouped by site are displayed.

Report Charts

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4.4.2 Asset Spare Part Report

This report details the assets with Spare Parts assigned to them. This information is critical in predicting inventory requirements in minimizing asset downtime.

The goal is to maximize the percentage of assets that have Spare Part Plans. Understanding spare part requirements enables Supply Chain Planners and Managers to better predict inventory requirements to minimize asset downtime

.

Additionally, a secondary purpose of this report is to highlight the inventory of the spare parts which may be assigned.

Report Details:

The Asset Spare part metric is calculated as a percentage of the total number of assets which have at least one Spare Part Item to the total number of assets.

Then, the reserved and current balance of the spare part items are displayed in this report.

*Note: This report is intended to give a top level view of the inventory for the spare part items. Therefore, condition codes are not taken into consideration.

Grouping/Sorting

A number of groupings are contained in this report due to the multiple relationships of Spare Parts and their Inventory locations.

- The first grouping is on Site

- The second grouping is on Asset

- The third grouping is on Available Quantity

Then, to draw the user’s attention to potential issues, the assets which have no spare parts (Spare Part Number is null) are displayed first. Then, the remaining results are displayed in ascending order of Asset Number and Siteid.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Type, Failure Class, Classification, Site, Priority and Location.

Graph

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Sample Output

A sample report output of the Asset Spare Part Metric report is shown below. The graph immediately conveys that the vast majority of the assets for the selected parameters (Site Bedford, Type Production) do not have any spare parts assigned to them.

Then, the specific information on these individual assets can be found in details below. Report Chart

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4.4.3 Asset PM Plan Report

This report details the assets with PM plans associated to them. This information is critical insuring that plans are in place to properly maintain the asset.

Report Details:

Similar to the Asset Spare Part report, the Asset PM Metric is calculated as a percentage of the total number of assets which have at least one Preventative Maintenance plan assigned to them as compared to the total number of assets.

Because assets can have multiple PM Plans, the report lists all the PM plans which may be associated to the asset. Additionally, information on PM forecasting and time frequency and units are listed.

Grouping/Sorting

The details of the report are first grouped by site. Then, because multiple PMs can be associated to an Asset, the results are next grouped by Asset Number

Then, like the Asset Spare Part report, to draw the user’s attention to potential issues, the assets which have no PM Plans are displayed first. Then, the remaining results are displayed in ascending order of Asset Number and Siteid.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Type, Failure Class, Classification, Site, Priority and Location.

Graph

A column chart plots the Assets with PM Plans to Assets without PM Plans by Site. Site is displayed on the X Axis and the percentage is displayed on the Y Axis.

Users:

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Sample Output

In this case below, a number of locations within a site were selected for this report. This enables a user to directly focus on the assets located in these sites to confirm if they each have PM Plans associated to them. In this case, 33% of the assets did not have a PM Plan, and the detail section below provides more

information on this. Report Chart

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5

Asset Failure Workspaces

Also included within the Maximo BI Packs are the Asset Failure metric reports and workspaces. These focus on visually identifying critical asset failure information including Number of Failures, MTBF, MTTR and Asset Availability.

Similar to the other workspaces, the Asset Failure workspaces are designed to utilize the same critical asset failure metrics – but enabling varying filters on each page. This enables your power users to view the same information in a variety of meaningful formats.

By utilizing this configuration, your user can quickly visualize Asset Availability or Number of Failures for an individual site by Failure Codes, Critical Assets or Classifications.

The chart below highlights the different asset failure workspaces – and the reuse of the metrics on each. Following this, additional details on each of these workspaces are provided.

Number of Failures MTBF MTTR Asset Availability

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5.1

Asset Failure - Classification Workspace

As noted earlier, classifying your assets is critical in comparing asset performance. With the Classification Workspace, you can visually display Asset Failure Metrics of assets by their Classification type. This can provide important insight as to the types of assets you may need to focus on.

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5.2

Asset Failure – Critical Assets Workspace

Utilizing the Asset Priority field in Maximo, you can quickly categorize the assets most critical to your business. These assets may be vital to production processes, reliability of your operation, or safety processes.

Then, by using the Critical Asset Workspace, and filtering on Asset Priority and Site – you can quickly see if your most critical assets are failing more than your less critical assets.

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Asset Failure – Failure Class Workspace

Failure Classes provide another mechanism for you to view the asset failure metrics. Using this view, your eye immediately is draw to the overwhelming number of Clean Failure Class failures in the Laredo site. Your user can then explore this metric in more detail, including its relationship to the other metrics in this report.

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5.3 Asset Failure Reports

5.3.1 Asset Failure Report

This report displays a number of key metrics for an asset, including the number of failures, MTTR (Mean Time To Repair), MTBF (Mean Time Between Failures) and Asset Availability. This information is shown in a single report so the user has detailed information available to evaluate performance of various assets, and to evaluate their life cycles.

The report provides answers to key questions including ‘How many times did the asset fail?’ ‘How long did it take to repair the asset?’ ‘What is the length of time between an asset’s failures’ ‘What is the average availability of the asset?

Report Details:

This report contains the four Asset metrics noted below:

Number of failures = Sum of work orders, whose problem code is not null, for the specified time period. MTTR = (Total Downtime Hours) divided by (Total Number of Failures)

MTBF = (Total Availability Hours) divided by (Total Number of Failures)

Asset Availability = (Total (Scheduled Hours – Downtime Hours)) / (Total Scheduled Hours) At the end of the report, the Average Number of Failures, MTBF, MTTR and Asset Availability are displayed. Only assets with failures are displayed in this report.

*Notes:

1. The information provided in this report is very reliant on your business processes and the information you collect in Maximo. For example, to capture the number of failures on an asset, problem codes must be reported on the work order. Without this key data, these metrics cannot be utilized.

2. The Asset Availability calculation only takes into consideration downtimes started and completed within the selected time frame. If an asset has downtime that either starts and/or ends outside the selected time frame – it is not taken into consideration.

Grouping/Sorting

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Users:

Users of this metric report include Operations Managers, Maintenance Managers, Supervisors, Engineers, and Planners.

Sample Output

Below is a sample pdf output of the Asset Failures report. In this case, the report was executed against Bedford for four selected locations. Two column charts of Asset Failure and Asset Availability display first. Then, individual report and metric details are displayed.

At the end of the report, averages of the four individual metrics are displayed. Report Charts

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6

Inventory Management Workspaces

The most current addition to the Maximo BI Packs are the Inventory Management reports and workspaces. These focus on one of the key components of your Enterprise Asset Management System - having the right materials at the right time.

These metrics will help you understand how well you are managing your inventory. Each metric - Inventory Turns, Inventory Currency, Inactive Inventory and Work Order Material Stockouts - utilizes varying filters so you can dynamically interact with the data to find the information you need.

The chart below highlights the different inventory management workspaces – and the reuse of the metrics on each. Following this, additional details on each of these workspaces are provided.

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6.1

Inventory Management - Storeroom Workspace

Analyzing your material by your sites and storeroom locations can provide critical insights on how active or inactive the inventory is. With the Storeroom workspace, you can quickly see how often the inventory is turning - along with the percentage of inactive inventory in each storeroom location.

In the workspace example below, the initial display may draw your attention to the large percentage of inventory that is inactive in the Bedford site. While some inventory may need to be held for critical assets, holding large volumes of inactive inventory can significantly impact the financial health of your business.

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6.2

Inventory Management – Commodity Group Workspace

Classifying materials into commodity groups provides an additional way for you to manage your inventory. These commodity groups could include Mechanical Items, Tools, Motors, Pumps or more If you have a number of commodity groups you may want to utilize the filtering and display capability of the parameter to display the information that is most important to you.

In the example below - you can see that there is numerous areas that are interesting to investigate. While you may see that the material stockouts may be more applicable to a Work Order Workspace - but at the same time - you may be drawn to seeing more details on the inventory transaction data.

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6.3

Inventory Management – ABC Type Workspace

Your A inventory items are very critical to your business. These items may be critical in terms of the assets or processes they support, or because of their inventory value. Your B items are less important, and the C items are least important in your business.

To help you focus on your most critical items, this inventory workspace enables key metrics, including inventory turns, and inactive inventory by ABC type.

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6.4

Inventory Management Reports

6.4.1 Inventory Turns Report

Intended for your Planners, Supply Chain. Operations and Contract Managers, the Inventory Turns report highlights the inventory turns by storeroom and site. Low inventory ratios can indicate excessive or obsolete inventory. High inventory ratios can indicate a more liquid inventory, but can also indicate potential inventory shortages.

Report Details:

This report details the Number of Inventory Turns for the Storeroom locations within the selected sites. Information supporting this value are the total inventory value and the total inventory value dispersed. The Dispersed inventory value is calculated by summing up the Total amount of Issues and the total amount of transfers.

.

The Number of Inventory turns is calculated by dividing the Total Dispersed inventory value over the Total Inventory Value.

.

Grouping/Sorting

Because of the large number of items that may display, the results are first grouped by Site, and then by Storeroom Location. These values are displayed in Ascending order of site, followed by Ascending order of storeroom location.

Within each grouping, the results are sorted first by Inventory ABC Type in Ascending Order. This enables you to focus on your high value items first.

At the end of each Site and Storeroom grouping, provide an Average of Inventory Turns At the end of each Site and Storeroom, the average inventory turns is displayed.

Parameters:

Six parameters are available to enable you flexibility in the data that is displayed. These parameters include Site, ABC Type, Commodity Group, Storeroom Location, Start Date and End Date.

Graph

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Sample Output

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6.4.2 Inventory Currency Report

The Inventory Currency Report enables you to see which item in your various storerooms are inactive. This is critical information in determining if the current stock levels should be held, or if they should be reduced for non-critical items

Report Details:

This report provides a view of the currency of your inventory. For the selected values, the date and number of months since the last Inventory Transaction is displayed. Additionally, the current balance, along with the reserved quantity and standard costs of the items are displayed.

Note: You may have items in your storerooms which have never had an inventory transaction. In this case, they are considered 'inactive inventory'. These items are displayed in separate groupings after your active inventory. They are identified with 'NA' in the 'Number of Months since Last Transaction' field.

Grouping/Sorting

For consistency, this report is grouped and sorted like the Inventory Turns report. The results are first grouped by Site, and then by Storeroom Location. These values are displayed in Ascending order of site, followed by Ascending order of storeroom location.

Within each grouping, the results are sorted first by Inventory ABC Type in Ascending Order. This enables you to focus on your high value items first.

At the end of each Site and Storeroom grouping, an Average of Inventory Turns is displayed Additionally, as noted above, the Inactive Inventory is displayed in separate groupings after the Active Inventory.

Parameters:

The parameters for this report include: Site, ABC Type, Commodity Group, Storeroom Location. Graph

A column chart plots the Average months since last transaction. The ABC Inventory Type is shown on the X Axis and the Average number of months on the Y Axis.

Users:

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Sample Output

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6.4.3 Work Order Material Stockouts Report

This report highlights the percentages of active work orders that are waiting on materials. Unavailability of materials when they are needed can lead to increased asset downtime, increased re-planning and

individual management of work orders and increased tool, labor and material expediting fees.

Report Details:

This report highlights the number of active Work Orders waiting on Materials. This value is calculated by dividing the number of work orders with a ‘Waiting on Material’ status, divided by the total number of work orders.

This report only takes into consideration those work orders waiting on materials. It does not take into consideration scenarios where materials are unavailable in storerooms when they are requested. Grouping/Sorting

This report is grouped by site. At the end of each grouping, the Average number of days waiting on materials is displayed, along with a count of the work orders.

Parameters:

The parameters for this report include: Site, Work Type, Work Priority, Asset Location Priority, Classification and Scheduled Start date.

Graph

A column chart plots the Material Stockouts by Work Type. Work Type is displayed on the X Axis and Number of Work Orders waiting on materials is on the Y Axis.

Users:

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Sample Output

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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:

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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

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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

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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

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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.

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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.

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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.

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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 files.

Posting Zip File Contents Initial

Delivery

Replace With

1 MX_ExtContent_WO.zip Work Order

Management

Sept 2013

Posting 2 2 MX_BIPacks_WO_AssetFailure_AssetManagment.zip Asset and

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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

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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.

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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

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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’

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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.

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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.

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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

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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.

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After you do this, the filter will refresh with the values from your system.

Note:

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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

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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

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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:

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Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other

countries. Consult your local IBM representative for information on the products and services

currently available in your area. Any reference to an IBM product, program, or service is not

intended to state or imply that only that IBM product, program, or service may be used. Any

functionally equivalent product, program, or service that does not infringe any IBM intellectual

property right may be used instead. However, it is the user's responsibility to evaluate and verify

the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this

document. The furnishing of this document does not grant you any license to these patents. You

can send license inquiries, in writing, to:

IBM Director of Licensing

IBM Corporation

North Castle Drive

Armonk, NY 10504-1785

U.S.A.

The following paragraph does not apply to the United Kingdom or any other country where

such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES

CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND,

EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED

WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR

PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain

transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are

periodically made to the information herein; these changes will be incorporated in new editions

of the publication. IBM may make improvements and/or changes in the product(s) and/or the

program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and

do not in any manner serve as an endorsement of those Web sites. The materials at those Web

sites are not part of the materials for this IBM product and use of those Web sites is at your own

risk.

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companies, brands, and products. All of these names are fictitious and any similarity to the

names and addresses used by an actual business enterprise is entirely coincidental.

Trademarks

IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International

Business Machines Corp., registered in many jurisdictions worldwide. Other product and service

names might be trademarks of IBM or other companies. A current list of IBM trademarks is

available on the Web at “Copyright and trademark information” at

www.ibm.com/legal/copytrade.shtml.

Figure

Updating...

References

Related subjects :