IBM Tivoli and Maximo Asset Management Development Update & Maximo 7.1 Preview



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IBM Tivoli and Maximo Asset Management Development Update & Maximo 7.1 Preview Anthony Honaker Maximo Product Strategy & Product Management 2007 IBM Corporation

IBM s Commitment to Maximo and Asset Management Key to IBM strategy and future growth Leverage Maximo s marketleading technology IBM and MRO share long history Delivered more resources and a more aggressive product roadmap 2 2007 IBM Corporation

Customer Value 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 3 2007 IBM Corporation

Managing Performance of Critical Assets 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 IT Assets Transportation Assets 4 2007 IBM Corporation

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 5 2007 IBM Corporation

The Best of Enterprise Asset Management, IBM Service Management, IT Asset Management IBM Service Management Best Practices and Services Process Management Maximo Asset Mgmt (EAM) Process IBM Service Management Management Solutions (CCMDB, Service Service Management Request Mgr) Platform Tivoli Asset Mgmt for IT (ITAM) Service Management Platform Operational Management Best in Class Asset & Service Management Consolidated Infrastructure for EAM, ITAM, Service Management Modern Open Standards Based Technology 6 2007 IBM Corporation

Maximo Roadmap H2 2006 2007 2008-2009 IBM Maximo Asset Mgt 7.1 IBM Tivoli Asset Mgt for IT 7.1 IBM Tivoli Service Request Manager 7.1 IBM Maximo Mobile Calibration IBM Maximo for Oil and Gas 6.3 IBM Tivoli Asset Mgt for IT 6.2.1 IBM Maximo Asset Mgt 6.2.1: DB2 Support IBM Maximo Asset Configuration Manager 6.2 IBM Maximo for Utilities 6.3 IBM Maximo Spatial 6.3 IBM Maximo for Nuclear Power 6.3 IBM Maximo for Government 6.1 IBM Maximo for Transportation 6.3 IBM Maximo for Life Sciences 6.4 IBM Maximo Calibration 6.4 IBM Maximo for Service Providers 6.1 IBM Tivoli Change and Configuration Management Database 7.1 IBM Tivoli Release Process Manager 7.1 Key: Key: Increased or new investment in EAM New 7.x Releases of Industry Solutions: Utilities Nuclear Power Service Providers Government Oil and Gas Calibration Life Sciences Transportation 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 7 2007 IBM Corporation

Tivoli Asset Management for IT 2007 IBM Corporation

Converged Asset Management Financial Physical (Lifecycle Management) Operational (IBM SM) Compliance/Audits Contracts HW Cost Trends 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 SW Cost Trends 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 9 2007 IBM Corporation

What is Software Asset Management (SAM)? IT Service Management IT Asset Management Hardware Software Contracts Software Asset Management HW Cost Trends SW 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 10 2007 IBM Corporation

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 11 2007 IBM Corporation

IBM s Unique Approach to Software Asset Management Only IBM delivers the four essential sets of integrated information required for effective Software Asset Management across all significant environments What does each software asset cost now and in the future? Contracts & Financials IBM Tivoli Asset Management for IT Over Licensed? (Potential Savings) Under Licensed? (Compliance Risk) What software assets are in use? License Compliance License Use Software Use IBM Tivoli License Compliance Manager IBM Tivoli License Compliance Manager for What software do I have? Inventory z/os All four questions must be answered to align software spending with business goals PCs Servers System z 12 2007 IBM Corporation

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 13 2007 IBM Corporation

Tivoli Asset Management for IT 6.2.1 3rd party discovery tools Enterprise Business Applications (ERP, HR, Finance) Tivoli Integration Adapters Maximo Enterprise Adapter Maximo Asset Management Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli Integration Adapters Tivoli Application Dependency Discovery Manager IBM NetCool / Precision for IP Networks Tivoli Provisioning Manager Tivoli Usage and Accounting Manager Tivoli Integration Adapters Mainframe Tivoli License Compliance Manager for z/os Tivoli Asset Compliance Center (Bundled w/ TLCMz) Tivoli License Compliance Manager Servers & PCs 14 2007 IBM Corporation

Tivoli Asset Management for IT 7.1 3rd party discovery tools Enterprise Business Applications (ERP, HR, Finance) Tivoli Integration Adapters Maximo Enterprise Adapter CCMDB Maximo Asset Management Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli Integration Adapters Tivoli Application Dependency Discovery Manager IBM NetCool / Precision for IP Networks Tivoli Provisioning Manager Tivoli Usage and Accounting Manager Tivoli Integration Adapters Mainframe Tivoli License Compliance Manager for z/os Tivoli Asset Compliance Center (Bundled w/ TLCMz) Tivoli License Compliance Manager Servers & PCs 15 2007 IBM Corporation

Tivoli Asset Management for IT 7.2 3rd party discovery tools Enterprise Business Applications (ERP, HR, Finance) Tivoli Usage and Accounting Manager Mainframe Tivoli Integration Adapters Maximo Enterprise Adapter CCMDB Maximo Asset Management Tivoli Service Request Manager Tivoli Asset Management for IT Tivoli License Optimization Manager Tivoli Integration Adapters Tivoli Integration Adapters Tivoli Application Dependency Discovery Manager IBM NetCool / Precision for IP Networks Tivoli Provisioning Manager Tivoli TotalStorage Productivity Center Hardware and Software Identification for z/os Hardware and Software Identification for Distributed Distributed Hardware Discovery Servers & PCs 16 2007 IBM Corporation

Maximo Asset Management 7.1 Preview 2007 IBM Corporation

Maximo 7 Preview Topics Enhanced User Interface and Security Capabilities Migration Manager Linear Assets Enhanced Process and Work Management 18 2007 IBM Corporation

Maximo 7 Preview Security and UI 2007 IBM Corporation

Conditional, Dynamic Security Data Restrictions - Control Access Characteristics to Objects and Attributes based on Data and/or User Group - Characteristics include Read Only and Hidden - Examples: Tradesmen User Group cannot view WOs in Waiting Approval Status Hide pay rate field on the Labor record based on user group; e.g. Tradesman Hide WO cost fields for Tradesmen, but visible for Supervisors WOs in Complete Status are read-only for Tradesmen User Group, but not for Planners Asset records are read-only if the status is Salvage Application Access - Conditional Access to Applications Read, Insert, Modify and Delete - Conditional Access to Actions E.g., Change Status, Add to New Parent, View Total Costs, etc. 20 2007 IBM Corporation

Conditional Expression Manager Persistent Definition and Re-use of Common Conditions 21 2007 IBM Corporation

Conditional Access 22 2007 IBM Corporation

Data Restrictions Object and Attribute Level Restrictions Can be made Read Only, Required or Hidden Can be Conditionally Applied 23 2007 IBM Corporation

Conditional UI Control the UI based on Data and/or User Group - Controls characteristics of UI Controls E.g., Fields, Table Windows, Tabs, Buttons, Actions, etc. - Characteristics include Required, Read Only, Hidden 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 24 2007 IBM Corporation

Conditional UI 25 2007 IBM Corporation

Maximo 7 Preview Migration Manager 2007 IBM Corporation

Migration Manager: Maximo Configuration Capabilities Maximo releases provide increasing configuration capabilities - Fewer customizations (coding) Current migration process is cumbersome - Manually executed database scripts, export/import - Prone to sequencing errors - Seeding often incomplete ( I missed that configuration! ) Security Workflow Screen Designer Database Configuration Reports Application Designer Domains Sets CronTasks 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 Maximo 5.2 Maximo 6.2.1 Maximo 7.1 Configuration applications in Maximo 27 2007 IBM Corporation

Configuration Migration Process Migration of Configurations between Maximo environments Supports standard rollout environments: - DEV->TEST->PRODUCTION Purpose: Production Server 1 PROD DB Production Server 2 PROD DB Production Server 3 PROD DB - Seed a new Maximo environment with all configurations and customizations Development Server DEV DB Test Server TEST DB 28 2007 IBM Corporation

Migration Manager Manages Packages - containers for Maximo configuration information Package has a life-cycle: Define Create Distribute Deploy Package can be Snapshot or Delta Configuration Import/Export also provides: Snapshot configuration/customization for support purposes (IBM support) General purpose package-based export/import tool between Maximo environments Packaged content delivery through OPAL Maximo solutions and add-ons, including Industry Solutions Tivoli Process Managers 29 2007 IBM Corporation

Migration Groups Migration Groups define logical sets of Objects (and their relationships) Also defined is the Order, which ensure that data being Migrated is appropriately sequenced New Groups can be defined in addition to those delivered out of the box 30 2007 IBM Corporation

Package Definition 31 2007 IBM Corporation

Package Creation 32 2007 IBM Corporation

Maximo 7 Preview - Linear Assets 2007 IBM Corporation

Linear Assets Non linear Assets Linear Assets Mobile (fleet, vehicles) Fixed Physical Assets (facilities) Component-based Assets (aircraft, ship) Roads Pipelines (sewers, oil pipelines) Railway tracks Installed, maintained, replaced as a whole Preserved and restored in place, and in segments 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 34 2007 IBM Corporation

Linear Assets WO 127 WO 128 0 40 25 50 Speed Limit 65 55 Lanes 4 3 Surface Exits Pavement Concrete Asset A 0 50 35 2007 IBM Corporation

Linear Assets Linear Attributes, Actions conditionally visible Multiple, Configurable Linear Referencing Methods 36 2007 IBM Corporation

Features Tivoli Software Entities such as Mile Posts, Signs, Guardrails, Junctions can be managed as Features, rather than having to create and manage Assets Features can be Point (e.g., Mile Post, Junction) or Linear (e.g. Guardrails, Mow-able Acreage, ) 37 2007 IBM Corporation

Specifications 38 2007 IBM Corporation

Relationships Multiple Relationships can be identified between Assets - Precedes and Succeeds (I 95 MD Precedes I 95 PA) - Intersects, Passes Over, Passes Under - Joins, Parallels 39 2007 IBM Corporation

Maximo 7 Preview - Process and Work Management Enhancements 2007 IBM Corporation

Enhanced Process and Work Management Multiple Assets, Locations on Work Orders, Tickets Enhanced Swap capabilities Automated Flow Control of WO Tasks Status Management New WO Task Application Job Plan Enhancements - Nested Job Plans - Attached Documents at Job Plan Task level Classification-based Attributes 41 2007 IBM Corporation

Job Plans Tivoli Software Nested Job Plans Reusable Processes and Procedures; Generates Work Order Hierarchies Automated Flow Control Controls Execution of Work; Automates Processes Classification Based Attributes Similar to Asset, Location and Item; Provides Job Specific Attributes to Job Plans and Work Orders 42 2007 IBM Corporation

Multiple Assets and Locations on Work Orders 43 2007 IBM Corporation

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 44 2007 IBM Corporation