Maximo Asset management – An overview

1. Maximo Asset management – An overview Bill Adamson – Maximo Solutions Consultant - IBM UKI

2. Agenda • Maximo Architecture • Brief Overview • Enhancement Areas • Roadmaps

3. General PersonalSecurity Recreation Safety & Survival Gear Tools Signalling Keys Support Equip Manufacturing Milling Transport Trains / Rolling Stock Ships Trucks Buses Aircraft Military Space Navigation Avionics Engines Energy Fire Suppression Turbines Reactors Ventilation Offshore Boilers Drilling Generators Wind Turbines Solar Utilities Linear Cabling PowerTransmission WaterDistribution Meters & Measurement Waste & Treatment Rails Roads Pipelines Bridges Life Sci Comm Microwave & Satellite Wire Poles Fiber Optics Compressed Cylinders Medical Supplies Calibrated Equip Pharmaceuticals Lab Equipment Retail Facility Scales & Measurement Vaults & Safes ATM / POS RFID Structures Electrical Environmental Lighting Phys Security Transport Landscaping What is an asset? I. T. Applications Network Wireless Voice Storage Mainframe Distributed Desktop Mobile Software

4. Industry leading solutions for managing the critical assets and services that drive the business. All built on a single platform with seamless architecture, common code, and shared database across service request, asset, change and configuration management. Maximo Asset Management Tivoli Service Request Manager Single Platform Tivoli CCMDB Tivoli Asset Management for IT

5. Integrated Solution An Integrated set of solutions represent the full management of data, processes, tooling and people Common Data Model The core solutions share a common data subsystem for simple data sharing Tivoli process automation engine Processes that Work Together The core solutions share aprocess workflow automation engine Common applications | Common workflow | Common reporting | Common User Interface No Rip and Replace Leverage existing investments in IBM and 3rd party IT management tools Lower Cost of Ownership Lower infrastructure and training costs, simple upgrade model Integrated approach to Service Management Service Management Asset Management for IT Enterprise Asset Management Service Request Manager Change & Configuration Management Database

6. Collaboration Process Workflow Runtime & Services Common Data Subsystem CIs • Attributes • Relationships Assets • Attributes • Relationships Process Artifacts • Related to CIs and Assets Meta Data • Configurations • Process Notification Escalation Security Tpae ISM 7.1 Total Solution Maximo Asset Mgmt Tivoli Service Request Mgmt Change & Configuration Mgmt DB (CCMDB) Tivoli Asset Mgmt for IT Common User Interface Common Configuration Services Web Based Workflow User Configurable User Interfaces Integration Modules Configurable by roles Data Extensions Operational Mgmt Products Role base data access Data Visualization IBM and Non-IBM Software • Application Mgmt • Server/Device Mgmt • Network Mgmt • Storage Mgmt • Security Mgmt • Discovery tools • Customer developed Reporting Engine Report Definition Out of the Box Reports Discovery and Application Dependency Mapping Discovery Library Reconciliation Federation Discovery

7. Maximo has been certified as an SOA Specialty Product by IBM. Architecture • All applications built in a Java 2 Enterprise Edition (J2EE), n-tiered component architecture • One of the few major applications J2EE certified • Major technology jumps for vendors not on full J2EE or .NET platform • Standard for developing multi-tier enterprise applications • Natively supports global security model • Built from the ground up in a true Web Architecture • Non-proprietary standards based technology framework

8. Maximo Asset management – Brief overview

9. In the last 5 years, IBM has invested over $50 billion to advance Service Management Investment in our People • Service management excellence programs to improve understanding and skills • More than 38,000 customers in 170 countries • Training and education of over 7,000 practitioners Investment in Service Management Technology • $29Billion, 5-year research and development investment • $20Billion in acquisitions of over 60 companies • 15 consecutive years of patent leadership Investment in Service Management Best Practices • Development, Contribution or Support for best practices and standards—ITIL, COBIT, VAL-IT, eTOM • Establish robust portfolio shared, collaboratively developed, service management IC assets • Drive service science into the public sector and academia – improve professional qualifications for service management • Publish more intellectual capital & open standards

10. Maximo 4.x and 5 – EAM Capabilities Asset Management Work Management Materials Management Purchasing Job Plans Routes Service Contracts Work Order Tracking Work Requests Safety Quick Reporting Labor Lock-Out/Tag-Out Tools / Crafts/ Companies Preventive Maintenance Assignment Manager Locations Equipment Failure Codes Condition Monitoring Item Master Storerooms Inventory Issues & Transfers Request for Quotation Receiving Purchase Requisitions Invoices Purchase Orders Workflow Reporting / KPIs / Analysis

11. IBM Maximo Mobile Work Manager (optional) IBM Maximo 6.2 – the modules in detail Asset Management Work Management Materials Management Purchasing Contract Management Customer & Service Locations Asset Failure Codes Condition Monitoring Meters Meter Groups Job Plans Routes Service Requests Service Items Work Order Tracking Safety Quick Reporting Labour Qualifications Lock-Out/Tag-Out Tools /Crafts/Companies Preventive Maintenance Master PM Assignment Manager Item Master Storerooms Inventory Lot Management Kitting Issues & Transfers Condition Codes Stocked Tools Service Items Request for Quotation Receiving Receiving Inspections Purchase Requisitions Invoices Purchase Orders Desktop Requisitions Purchase Contracts Master Contracts Warranty Contracts Lease/Rental Contracts Labor Rate Contracts Payment Schedules Service Catalogs SLA Management Customer Managem’t Customer Agreem’t Billing Response Plans (Optional) Enhanced Workflow – Event Driven, Context-based / Escalation Manager KPIs / Reporting / Analysis Security & Administration

12. IBM Maximo Mobile Work Manager (optional) IBM Maximo 7.1 – the enhancements Asset Management Work Management Materials Management Purchasing Contract Management Customer & Service Locations Asset Failure Codes Condition Monitoring Meters Meter Groups Linear Assets Job Plans Routes Service Requests Service Items Work Order Tracking Safety Quick Reporting Labour Qualifications Lock-Out/Tag-Out Tools /Crafts/Companies Preventive Maintenance Master PM Assignment Manager Item Master Storerooms Inventory Lot Management Kitting Issues & Transfers Condition Codes Stocked Tools Service Items Request for Quotation Receiving Receiving Inspections Purchase Requisitions Invoices Purchase Orders Desktop Requisitions Purchase Contracts Master Contracts Warranty Contracts Lease/Rental Contracts Labor Rate Contracts Payment Schedules Service Catalogs SLA Management Customer Managem’t Customer Agreem’t Billing Response Plans (Optional) KPIs / Reporting / Analysis Security & Administration Drag and Drop Configurable User Interface, Graphical Workflow Design, Escalations and Notifications, UI Based Integration, Migration Manager, Upgradeability

13. Maximo 7.1 Enhancements • Enhanced User Interface and Security Capabilities • Migration Manager • Linear Assets • Enhanced Process and Work Management • Maximo Scheduler • Maximo Mobile • Maximo Spatial • Reporting

14. Maximo 7.1 – Security and UI

15. 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.

16. Conditional Expression Manager • Persistent Definition and Re-use of Common Conditions Persistent Definition and Re-use of Common Conditions

17. Conditional Access

18. Data Restrictions • Object and Attribute Level Restrictions • Can be made Read Only, Required or Hidden • Can be Conditionally Applied

19. 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

20. Conditional UI

21. Maximo 7.1 – Migration Manager

22. Maximo releases provide increasing configuration capabilities Fewer customizations (coding) Earlier migration processes were cumbersome Manually executed database scripts, export/import Prone to sequencing errors Seeding often incomplete (“I missed that configuration!”) Migration Manager: Maximo Configuration Capabilities • 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 • Application Designer • Domains • Sets • Cron Tasks • Communication Templates • Escalations • Enhanced Security • Enhanced Workflow • Database Configuration • Enhanced Reports • Security • Workflow • Screen Designer • Database Configuration • Reports Maximo 5.2 Maximo 6.2.1 Maximo 7.1 Configuration applications in Maximo

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

24. Manages Packages - containers for Maximo configuration information Package has a life-cycle: Define Create Distribute Deploy Migration Manager • 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

25. 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

26. Package Definition

27. Package Creation

28. Maximo 7.1 - Linear Assets

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

30. WO 127 0 40 WO 128 25 50 Speed Limit 65 55 Lanes 4 3 Surface Pavement Concrete Exits Asset A 0 50 Linear Assets

31. Linear Assets • Linear Attributes, Actions conditionally visible • Multiple, Configurable Linear Referencing Methods

32. Features • 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, )

33. Specifications

34. 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

35. Maximo 7.1 - Process and Work Management Enhancements

36. 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

37. Job Plans • 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

38. Multiple Assets and Locations on Work Orders

39. Maximo Asset Management Scheduler

40. Maximo Asset Management Scheduler • Adds Gantt and Chart capabilities into Maximo providing an intuitive graphical user interface for the planning and scheduling of work • Introduces new planning constraints to Maximo such as Start to Finish, Finish to Start and Lag Times to allow a Work Planner to accurately plan work orders and resource allocations • Provides the Work Scheduler the ability to modify schedules based on resource availability • Work Schedulers will have the ability to use Critical Path Methods using activity precedence and date constraints

41. Maximo Asset Management Scheduler

42. Maximo Mobile

43. Addressing the Mobile Work Force Maximo Mobile Work Manager Maximo Mobile Inventory Manager NEW - Maximo Mobile Asset Manager

44. Smart Suite for Maximo - Mobile Architecture Productised, pre-configured, mobile adapter. Development over 12years. Synchronised with Maximo development roadmap. ‘A module of IBM Maximo’ Flexible Connectivity Maximo Mobile Client Mobile Editor Presentation Business Logic Data Management Online, occasional or offline Tablets Publish MMS Application Definitions GSM / GPRS Maximo Mobile Server Notebooks Docking Cradle / Ethernet MAXIMO Pocket PC Wireless LAN Enterprise Systems Palm Dialup GIS RIM/J2ME

45. Maximo Spatial

46. Maximo Spatial - Features and Benefits More Accurately define work locations When a new service request is created, either manually or through a call center, having access to a map of the region to determine the location of the problem leads to a more efficient resolution. Ability to look at a number of open work orders and create a project or work package using a map view. Query work order by status, work type or craft requirements to find related work. Plan and schedule work by area Query a map by Address When trying to locate an asset or work order users can query the map by a specific address. Optimize technicians travel time By having a work orders location accurately specified, there is less time spent on travel trying to find the correct address or location, and less time traveling between work locations inefficiently. Advanced analytics Ability to overlay information on a map like traffic or weather information, asset failure history or population to prioritize work, schedule outages or plan future maintenance projects.

47. New Features for Maximo Spatial 7.1 • Map Tips • Map Tips can display attribute details by hovering over GIS features in the map view (view GIS and Maximo attributes) • Results Sets New Functionality and Working Sets (Accumulated Results) • New interaction between results sets and graphics • Select record in Results Set list highlights feature in map view • Select GIS feature in map view highlights record in Results List • Check boxes control highlighting of selected features • Working Sets • Separate from Results Set – easier to manage list • Print Task • A print task supporting direct printing from the map view has been added • Improved Performance

48. Geographic Information Systems (GIS) Integrates Data WaterResources TopographicData • Geo-Referencing • Map Overlay • Spatial Analysis • Visualization Roads/Infrastructure Demographics Land Use/Cover Imagery Environmental Considerations … integrating measurements and disciplines

49. What are we doing with GIS? Spatially enabling Maximo • Embedding ArcGIS Server 9.2 technology stack in Maximo UI • Powerful Java ArcObjects provide capabilities formerly found on only the desktop • Dynamic – not static • Visualization of data – a map as a report • Geocoding, tracing networks, routing, simple editing • Elimination of data duplication • Take advantage of Maximo security, sites, orgs, etc IBM Maximo Spatial allows users to visualize all assets and work in their geospatial context to optimize resources and decisions

50. Select various layers to be displayed.