Maximo 7.

5
System Administration Basics
A learning guide with discussion and exercises
IBM Maximo 7.5 for Asset Management and IT

Prepared by:

510 King Street, Suite 200

Alexandria, Virginia 22314
(703) 548-4285

Document ID:

TRM-TM-MAX7.5-SAB-1

Version:

2.0

Current Release Date:

06/02/2012

2012 Total Resource Management, Inc. is providing this publication

as a Training Manual. All rights reserved.
Copyright Policy: No part of this publication may be reproduced in any
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They are used throughout this publication in editorial fashion only and
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names, are intended to convey endorsement of or other affiliation with
the publication.

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Table of Contents
SYSTEM ADMINISTRATION IN MAXIMO 7.5 ...................................................................... 1
Learning Objectives ...................................................................................................... 2
Courseware Conventions ............................................................................................. 3
General Conventions .............................................................................................. 3
Classroom Environment ............................................................................................... 5
Maximo Commands and Paths for Class .............................................................. 13
Basic Commands Used in Class ........................................................................... 14
START AND STOP MAXIMO 7.5 SERVER ON A VM .........................................................15
START AND STOP MAXIMO 7.5 IN WEBSPHERE ............................................................19
INSTALLING A NEW ENTERPRISE APPLICATION...........................................................26
Synchronizing the Nodes: ..................................................................................... 38
SYSTEM CONFIGURATION AND USER INTERFACE SETTINGS ....................................41
User Interface Time Setting ........................................................................................ 42
BUILDING MAXIMO 7.5 EAR FILES ...................................................................................46
Deploying EAR Files ................................................................................................... 49
Redeploying An Enterprise Application ....................................................................... 52
THE SYSTEM PROPERTIES APPLICATION ......................................................................66
Global Properties ........................................................................................................ 67
Instance Properties ..................................................................................................... 68
System Properties Application Characteristics ............................................................ 68
The Maximo.properties File ........................................................................................ 80
Understanding the Syntax in the Maximo.properties File ...................................... 82
Maximo.properties File vs. the System Properties Application .................................... 84
When would you use the System Properties Application? ..................................... 84
THE LOGGING APPLICATION ...........................................................................................85
The Doclink.properties File ......................................................................................... 86
Understanding the Syntax in the Doclink.properties File ....................................... 91
MIGRATION MANAGER .....................................................................................................93
THE DATABASE CONFIGURATION APPLICATION..........................................................95
ENABLING OR DISABLING INTERFACES ......................................................................100
CHANGING MAXIMO PROPERTY SETTINGS EXERCISE ..............................................102
OVERVIEW OF ORGANIZATIONS AND SITES ................................................................103
Organizations ........................................................................................................... 103
Sites ......................................................................................................................... 104
Sets .......................................................................................................................... 105

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PEOPLE, USERS, SIGNATURE SECURITY - HOW IT ALL RELATES ............................106

Record Definitions .................................................................................................... 109
How Records are Used by the System ..................................................................... 110
PEOPLE APPLICATION ....................................................................................................112
People Application Screens ...................................................................................... 112
Person Tab ......................................................................................................... 112
People Exercise .................................................................................................. 115
PERSON GROUPS APPLICATION ...................................................................................116
Person Group Application Screens ........................................................................... 116
Person Group Tab .............................................................................................. 116
Person Groups Exercise ..................................................................................... 120
THE LABOR APPLICATION .............................................................................................121
Labor Application Screens ........................................................................................ 121
Labor Tab ........................................................................................................... 122
Crafts Tab ........................................................................................................... 123
Qualifications Tab ............................................................................................... 123
Assign Crafts to Laborers ......................................................................................... 127
Labor Exercises ........................................................................................................ 129
THE CRAFTS APPLICATION............................................................................................130
Crafts Application Screens........................................................................................ 130
Craft Tab............................................................................................................. 130
Associated Labor Tab ......................................................................................... 131
Craft Exercise ..................................................................................................... 141
THE USERS APPLICATION ..............................................................................................142
Users Application Screen ......................................................................................... 142
User Tab ............................................................................................................. 142
Groups Tab ......................................................................................................... 143
Security Profile Tab............................................................................................. 144
Users Exercises .................................................................................................. 153
SECURITY GROUPS APPLICATION ................................................................................154
Default Security Groups............................................................................................ 154
Security Groups Application Tabs ............................................................................. 154
Groups tab .......................................................................................................... 155
Sites Tab ............................................................................................................ 156
Applications Tab ................................................................................................. 156

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Storerooms Tab .................................................................................................. 157

Labor Tab ........................................................................................................... 157
GL Components Tab........................................................................................... 158
Limits and Tolerances Tab .................................................................................. 158
Data Restrictions Tab ......................................................................................... 159
Users Tab ........................................................................................................... 159
Security Group Exercise ..................................................................................... 165
E-SIGNATURE AND E-AUDIT ...........................................................................................166
Required Components .............................................................................................. 166
Enabling e-Signature for Menu Items ........................................................................ 169
Verifying e-Signature ................................................................................................ 174
Enabling E-Audit for Maximo Objects ....................................................................... 177
Audit Records ..................................................................................................... 177
Reconfiguring the Database to Apply e-Audit Changes ............................................ 183
FINANCIAL REPORTING PERIODS .................................................................................191
Financial Reporting Periods Validation ..................................................................... 191
Establishing a New Financial Period ......................................................................... 194
SYSTEM ADMINISTRATION IN MAXIMO .........................................................................198
The Calendars Application ........................................................................................ 199
Working Time vs. Non-Working Time .................................................................. 200
Calendar Types .................................................................................................. 200
Shift Patterns ...................................................................................................... 201
Personal Calendars .................................................................................................. 211
The Report Administration Application ...................................................................... 219
Report Administration Application ....................................................................... 220
Report Tab ................................................................................................. 220
Security Tab ............................................................................................... 224
Performance Tab........................................................................................ 224
The Cron Task Setup Application ............................................................................. 245
Cron Task Definitions.......................................................................................... 245
Cron Task Instances ........................................................................................... 246
Out-of-the-Box Cron Tasks ................................................................................. 247
The ReorderCronTask Use Case ........................................................................ 249
The Domains Application .......................................................................................... 260
Scenario 1: Domain Synonyms ........................................................................... 261

Scenario 2: ALN Domains ................................................................................... 263

Scenario 3: Table Domains ................................................................................. 267
Scenario 4: Crossover Domains ......................................................................... 270
Database Relationships ............................................................................................ 274
APPLICATION SETUP ......................................................................................................278
Bulletin Board ........................................................................................................... 278
Start Center Templates............................................................................................. 285
Configuring Start Center Components ...................................................................... 291
Portlets ..................................................................................................................... 298
Personalizing Portlets ......................................................................................... 298
Favorite Applications Portlet ............................................................................... 301
Quick Insert Portlet ............................................................................................. 304
Result Set Portlet ................................................................................................ 308
Using Saved Queries in a Result Set Portlet .............................................. 312
Using Color to Identify Records in a Result Set Portlet ............................... 318
Result Set Portlet Exercise ......................................................................... 321
KPI Graph and KPI List............................................................................................. 321
KPI Graph Portlet Exercise ................................................................................. 325
WORKFLOW AND ESCALATIONS ..................................................................................326
Workflow Capabilities ............................................................................................... 326
Key Applications ................................................................................................. 326
Main Applications ................................................................................................ 326
Other Applications .............................................................................................. 326
Non-Applications ................................................................................................. 326
Workflow Designer Application ................................................................................. 328
Workflow Designer: Action Buttons ..................................................................... 329
The Canvas Tab ................................................................................................. 330
Canvas Tab Node Tool Descriptions .......................................................... 331
Canvas Tab Additional Tools ...................................................................... 332
The Process Tab ................................................................................................ 333
Workflow Administration Application ......................................................................... 334
Roles Application ...................................................................................................... 335
Actions Application ................................................................................................... 337
Communication Templates Application ..................................................................... 339
Communication Template Tab ............................................................................ 339

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Recipients Tab .................................................................................................... 341

Escalation Application............................................................................................... 342
Organizations Workflow Options ............................................................................... 354
Enabling and Activating a Workflow Process ............................................................ 356
Enable or Disable a Process Using the Select Action Menu ..................................... 359
Starting a Record in a Workflow Process .................................................................. 360
Viewing the Workflow Map .................................................................................. 365

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List of How To Sections:

How to: Start your VM for Class .................................................................................... 6

How to: Log Off your VM for Class...............................................................................11
How to: Shut Down your VM for Class .........................................................................12
How to: Start the Maximo Server on a VM without WebSphere ...................................15
How to: Stop the Maximo Server on a VM without WebSphere ...................................18
How to: Start the Maximo Application Server in WebSphere........................................19
How to: Stop Maximo in WebSphere ...........................................................................22
How to: Start Maximo in WebSphere ...........................................................................23
How to: Stop the Maximo Application Server in WebSphere ........................................24
How to: Install a New Enterprise Application ................................................................26
How to: Change the User Session Timeout Setting .....................................................42
How to: Build Maximo 7.5 EAR Files ...........................................................................47
How to: Deploy EAR Files for WebLogic Application Server ........................................49
How to: Deploy the EAR Files to WebSphere ..............................................................52
How to: Modify a Global Property ................................................................................70
How to: Create an Instance Property ...........................................................................73
How to: Modify System Properties for SMTP Host and Admin Email ...........................77
How to: Open the maximo.properties File ....................................................................80
How to: Make Changes to the doclink.properties File ..................................................86
How to: Open the doclink.properties File .....................................................................89
How to: Access the Maximo 7.5 Database Configuration .............................................95
How to: Apply Application Changes to the System ......................................................98
How to: Enable or Disable Interfaces .........................................................................100
How to: Create a Person Record ...............................................................................113
How to: Create a Person Group and Add a Person ...................................................117
How to: Create a Labor Record .................................................................................124
How to: Assign Crafts to Laborers .............................................................................127
How to: Create a Craft Record ...................................................................................132
How to: Associate Labor with a Craft .........................................................................139
How to: Create a User Record ...................................................................................145
How to: Create a Security Group ...............................................................................160
How to: Enable Login Tracking ..................................................................................167
How to: Enable e-Signature for Menu Items ..............................................................169
How to: Verify e-Signature for Menu Items ................................................................174
How to: Enable e-Audit for Maximo Objects...............................................................178
How to: Reconfigure the Maximo Database ...............................................................183
How to: Turn Validation On for Financial Reporting Periods ....................................192
How to: Create a New Financial Period .....................................................................195
How to: Create a Calendar ........................................................................................202
How to: Create a Personal Calendar .........................................................................211
How to: Work with the Report Administrator ..............................................................225
How to: Modify an Existing Request Page .................................................................232
How to: Verify Your Report Changes .........................................................................238
How to: Run an Ad Hoc Report ..................................................................................241
How to: Create a Cron Task Instance ........................................................................249
How to: Set the Parameters for a Cron Task Instance ...............................................254
How to: Duplicate a Cron Task Instance ....................................................................255
How to: Set a New Cron Task Instance to Run ..........................................................259

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How to: Edit a Synonym Domain ...............................................................................261

How to: Create an ALN Domain .................................................................................263
How to: Create a Table Domain .................................................................................267
How to: Create a Crossover Domain .........................................................................270
How to: Create a Relationship ...................................................................................274
How to: Delete a Relationship....................................................................................276
How to: Enter a Message Into the Bulletin Board .......................................................279
How to: View a Bulletin Board Message from the Start Center ..................................283
How to: View a Bulletin Board Message from the Navigation Bar ..............................284
How to: Create a Start Center Template ....................................................................285
How to: Add Content to a Start Center .......................................................................292
How to: Change the Start Center Layout & Tab Name...............................................295
How to: Change the Order of the Portlets on the Start Center ...................................297
How to: Remove a Portlet from the Start Center ........................................................299
How to: Add/Modify Content for Favorite Applications ...............................................301
How to: Add/Modify Content for Quick Insert .............................................................305
How to: Create and Save a Query .............................................................................312
How to: Add a Saved Query to a Result Set Portlet ...................................................315
How to: Add Color to a Row in a Result Set ...............................................................318
How to: Add Content to a KPI Graph Portlet ..............................................................323
How to: Use the Escalation Application .....................................................................344
How to: Add an Action to an Escalation .....................................................................348
How to: Test the Escalation .......................................................................................351
How to: View the Workflow Options Dialog Box .........................................................354
How to: Enable and Activate a Workflow Process ......................................................356
How to: Manually Start a Workflow Record ................................................................361
How to: View the Workflow Map ................................................................................365

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