preparation for upgrade to maximo 7

1. Preparation for Upgrade to MAXIMO 7

2. Project Plan Installation Workshops Organizational Settings Domains Database Configuration Application Designer Data Migration

3. Preparation for the Upgrade at URS Project Plan Phase 1 – Planning and Preparation Define infrastructure Install Environments (Sandbox, Dev, Test & Prod) Evaluate Reporting Requirements Provide Core Immersion training to Maximo Process Owners (to help w/workshops)

4. Preparation for the Upgrade at URS Project Plan (cont.) Phase 2 – Upgrade existing to 7X Process Workshops Data Migration and Upgrade to Oracle Define specifications Configure Dev (database/screens/workflows/classification/domains) Develop User Acceptance Develop Key Reports Setup Security and Start Centers Setup Integration LDAP/Single Sign-on

5. Project Plan (cont) Phase 3 Migrate data into Test Environment QA Validation – complete user acceptance testing Phase 4 Transition preparation Load static & historical data into production environment Train all users to new environment Suspend 5.2 Load dynamic data Setup Interface Final walk-through acceptance Go-Live Preparation for the Upgrade at URS

6. Installation Determine Hardware Current Hardware and Issues New Hardware Requested Final Hardware Chosen Determine Software Current Software and Issues New Software Requested Final Software Chosen Install Software Obtaining the software Installation Issues/ Tricks Installing a demo database Upgrading Maximo 5.2 to 7 Preparation for the Upgrade at URS

7. Installation – Determine Hardware Current Hardware Database Server Dell PowerEdge 2850 Xeon 3.0 ghz x 3.0 ghz 4 GB RAM 250 GB Usable Disk space (5@73GB 15K RPM Ultra – SCSI) Attachments Server Virtual Machine Quad-Core AMD Opteron™ Processor 2350 @2Ghz 3 GB RAM 240 GB Usable Disk Space

8. Installation – Determine Hardware Current Hardware Maximo Application Server Virtual Machine Quad-Core AMD Opteron™ Processor 2350 @2Ghz 4 GB RAM 120 GB Usable Disk Space SQL Server Reporting Server Dell PowerEdge 2950 Xeon 3.0 ghz x 3.0 ghz 4 GB RAM 300 GB Usable Disk space (6 73GB 15K RPM Ultra – SCSI)

9. Installation – Determine Hardware Current Hardware Issues Database Server Disk Space issues Database Backup/Restore Issues Attachments Server Server Recovery Issues w/VM Alzheimers Maximo Application Server Insufficient Memory Issues SQL Reporting Server No Hardware Issues

10. Installation – Determine Hardware New Hardware Requested Database Server 2 CPU’s that are 64 bit 16 GB RAM 1 TB Usable Disk space configured for fast read/write access Attachments Server 2 CPU’s 4 GB RAM 250 GB Usable Disk Space Maximo Application Server 2 CPU’s 4 GB RAM 250 GB Usable disk space Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

11. Installation – Determine Hardware Hardware Chosen VM Cloud 8 Dell PowerEdge R805’s 8 CPU’s x 2 Ghz Quad Core AMD Opteron 4@32 & 4@64GB RAM EMC Clarion CX Disk Array 60 300GB@10k rpm 45 600GB@10k rpm Raid 5 & Raid 1 0 Fiberchannel Connections Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

12. Installation – Determine Software Current Software & Issues Server O/S Windows 2003 32 bit w/ Latest Service Pack Standard 2GB memory accessible by Applications 3GB obtainable but can degrade performance BEA Application Server 32 bit JVM Memory Size Limited to 1GB JVM out of memory errors Application Server only 32 bit Setup not well documented Attachments Server O/S infrequently requires reboot Possible IIS memory issue Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

13. Installation – Determine Software Current Software & Issues Actuate Reporting Server Not as Supported SQL Server Reporting Server DataSources being Overwritten Some updates break report printing Some memory tweaks required Database Server Initially Locking Issues Initially Supportability Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

14. Installation – Determine Software New Software Requested Database Server Windows Server 2003 64 bit Oracle 10GR2 64 bit Windows Enterprise Edition Maximo Application Server Windows Server 2003 32 bit BEA Weblogic 9 32 bit Actuate Server Windows Server 2003 32 bit I-Server Release 9 SP2 Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

15. Installation – Determine Software New Software Requested Attachments Server Windows Server 2003 32 bit IIS Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

16. Installation – Determine Software Final Software Chosen Database Server Windows Server 2003 64 bit Oracle 10GR2 64 bit Windows Enterprise Edition Maximo Application Server Windows Server 2003 64 bit IBM Websphere 64 bit Actuate Server Not Needed Using App Server and Birt Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

17. Installation – Determine Software Final Software Chosen Attachments Server Windows Server 2003 64 bit IIS Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

18. Installation – Install Software Obtaining the software Windows 2003 64 bit (Handled by net admins) Oracle 10g 64 bit License and Support Obtained by Management Open http://download.oracle.com Click on the Oracle Database 11g link under popular downloads Accept the License Agreement Click Oracle 10G Release 2 for Microsoft Windows 64 bit Accept the License Agreement Download the Complete Files : 102010 win64 x64 database.zip When done installing don’t forget to download the latest patch This can be obtained through support.oracle.com after you have obtained a support ID Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

19. Installation – Install Software Obtaining the software IBM Websphere and the latest Maximo 7 Contact Maximo POC onsite and get rights to download Maximo software Goto http://www-01.ibm.com/software/howtobuy/passportadvantage/ Sign in with your IBM username and password Select your (o) IBM Maximo License and (Continue) Click View all my Downloads Select the Following [x] IBM Maximo Asset Management Launchpad .. (CZAE1ML) [x] IBM Tivoli Middware Installer Images 2 or 3 .. (CZ7H3ML) Select (o) I agree Click (Download Now) Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

20. Installation – Install Software Installation Issues/ Tricks General Before Installing Take a Backup or Snapshot When a component is Installed successfully take a Snapshot or Backup Install Each Vendors Software using a dedicated local admin acct Perform multiple installs refining your steps each time Oracle 10G Incorporate maximo’s db settings as part of the Oracle install Create maximo user/tablespaces/rights before maximo installation Place Oracle Database files on separate RAID 1 0 configured disks IBM Websphere Take c:\program files out of path. Java doesn’t like spaces Use consistent path names and scrutinize the summary page Google> websphere maximo performance IPV4 for perf. settings Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

21. Installation – Install Software Installation Issues/ Tricks IBM Maximo Obtain the latest Maximo Download Download Maximo 7 Installation Tips and Tricks Download Maximo IBM Websphere Installation Guide Read them and outline the steps for your specific install Use the same disk/directory path structure you did for Websphere Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

22. Installation – Install Software Installing a demo Database During the Maximo Install Select Do not run the configuration during the installation After installation finishes Rename ibm\smp\maximo\tools\maximo\en\maximo.ora Copy ibm\smp\maximo\tools\maximo\en\maxdemo.ora to ibm\smp\maximo\tools\maximo\en\maximo.ora From a command prompt change to ibm\smp\scripts and run taskrunner. taskrunner.bat CONTINUE STOPONERROR This will preserve the database configuration settings. Installing Maximo 7 Demo Database Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

23. Upgrading Maximo 5.2 to 7 Basic Process Get Current Backup of Maximo 5.2 Database on SQL Server 2000 Restore Database Backup to SQL Server 2005 Upgrade Server Install Maximo 5.2, Maximo 6.x and Maximo 7.x directories on Upgrade Server Run 5.2 validators and fix issues Upgrade to 6.x Run 6.x validators and fix issues Upgrade to 7 Use maximo Tools to create maxinst Database for Oracle Upgrade Issues Due to no indexes on longdescription maxinst appears to hang YorN fields not going across correctly Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.Used Hardware specs. Put out by IBM and then Looked at current hardware and tried to project what we would need based on that. Here is what we came up with.

24. Preparation for the Upgrade at URS Workshops Work Management (Currently 81 work types) Reduced to 5 work types

25. Preparation for the Upgrade at URS Workshops Supply Chain Use Desktop Requisition New Item setup Use RFQ & Contracts Re-design Integration