IBM Maximo Asset Management 7.

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Release Highlights

June 7, 2011

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IBM Maximo Briefing

Disclaimer
The information on new products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on new products is for informational purposes only and may not be incorporated into any contract. The information on new products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.

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2011 Asset Management Product Roadmap IBM Maximo Briefing

Maximo Asset Management 7.5.0.0 Maximo Spatial Asset Management 7.5.0.0 Maximo Industry Solutions 7.5.0.0 Oil & Gas Transportation Utilities Life Sciences Nuclear Power Government TRIRIGA Portfolio TBD

IBM Real Time Asset Locator for Healthcare 7.5.0.0 Maximo Asset Mgmt. Essentials 7.5.0.0 Maximo Mobile Suite 7.5.0.0

Maximo Asset Configuration Manager 7.5.0.0

IBM Real Time Asset Locator 7.5.0.0 TRIRIGA Portfolio - TBD

Maximo Asset Mgmt 7.5.x.0 Industry Solutions Add-ons

Maximo for Service Providers 7.5.0.0

Maximo Adapter for Oracle 7.5.0.0

Maximo DCIM 7.5.x.0 Maximo for Safety, Risk & Compliance 7.5.0.0

Maximo for Internal Service Providers 7.5.0.0

Maximo Archiving with Optim Data Growth Solution 7.5.0.0

Maximo Adapter for SAP 7.5.0.0

Intelligent Building management Solution 1.x

Q2 2011
Maximo for Data Center Infrastructure Mgmt 7.5.0.0 Maximo Scheduler 7.5.0.0 Maximo Adapter for Primavera 7.5.0.0 Maximo Adapter for Microsoft Project 7.5.0.0

Q3 2011

Q4 2011

2012
Maximo Mobile 7.5.x.0 Maximo Everyplace 7.5.x.0

Fix-pack 6.2.8

Fix-pack 7.1.1.9

Fix-pack 7.5.0.1

Maximo Everyplace 7.5.0.0

Intelligent Building Management Solution 1.1.0.0

Fix-pack 7.1.1.10

TAMIT 7.5.0.0 TSRM 7.5.0.0 CCMDB 7.5.0.0

Fix-Packs 7.5.0.0 Releases New Products

Maximo adapter for ITM 7.5.0.0

Planned Releases

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. . 2 2011 IBM Corporation

IBM Maximo Briefing

Whats Next?......
Maximo 7.5 !

Released on April 29, 2011

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IBM Maximo Briefing

Maximo 7.5 3 Major Areas of Focus

Expanded ExpandedCapabilities Capabilities
1. New & Enhanced Supply Chain Management
PO/PR/RFQ/Invoicing Inventory/Receiving

Customer CustomerDriven DrivenRequirements Requirements

Satisfy SatisfyFunctional Functionalgaps gaps Improved ImprovedUsability/Maintainability Usability/Maintainability Address AddressIntegration/ERP Integration/ERP

2. Return on Investment
Automation Scripts Application data Import/Export Enhanced Migration Manager Usability & Performance

Additional AdditionalConfiguration Configuration

Lower LowerCost Costof ofImplementation Implementation Lower LowerCost Costof ofOwnership Ownership
Easier Easierto toconfigure configure& &support support

3. Continued Leadership and Innovation in EAM

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Deep DeepVertical VerticalFunctionality Functionality

Improved ImprovedEnd-User End-Userinteraction interaction
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Enhanced Work & Asset Management Linear Asset Visual Control

IBM Maximo Briefing

Maximo 7.5 Expanded Footprint

Asset Management
Locations Repair Facilities Asset Asset Templates Failure Codes Linear Assets Visual Control Condition Monitoring Meters Meter Groups

Work Management
Job Plans Revisioning Work Order Tracking Assignment Tab Hard/Soft Reservations Repair Facilities Safety Quick Reporting Labor/Crafts Tools Preventive Maintenance PM Forecasting Master PM Assignment Manager

Materials Management
Item Master Storerooms Inventory Inventory Usage LIFO/FIFO Costing Consignment Transfer via Shipment Default Costing Condition Codes Stocked Tools Service Items

Purchasing
Request for Quotation Receiving Receiving Inspections Shipment Receiving Purchase Requisitions Invoices Invoice Reversals Purchase Orders Revisioning Receipt Tolerance Desktop Requisitions

Contract Management

Service Management

Purchase Contracts Master Contracts Warranty Contracts Lease/Rental Contracts Labor Rate Contracts Premium Pay Rates Payment Schedules

Service Groups SLA Management Change Management Incidents Problems Changes Releases Solutions

Enhanced Workflow Event Driven, Context-based / Escalation Manager KPIs / Reporting/ Ad-hoc Reporting / Cognos Integration Security/Administration/Configuration Automation Scripts, Migration Manager Integration/Web Services Import & Export direct from applications
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IBM Maximo Briefing

Maximo 7.5 Beta program

Maximo 7.5 Beta testing started in December 2010
Hosted in a cloud by the beta team in India Over 15 client companies & business partners Global coverage with cross-industry representation North America, Asia, Middle East & Europe Southern Company, Duke, KNPC, Hong Kong Jockey Club, Bluewater, others 50+ individuals as registered testers, additional companies/testers added weekly Excellent participation, customers actually testing Over 75 unique postings of feedback, questions, comments, bugs Focus on Supply Chain, but also hitting Work Management applications

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Maximo 7.5 Beta program Participant Quotes IBM Maximo Briefing

Happy to see Supply Chain getting new functionality. Could see good amount of improvements, administration point of view, saves time/increases accuracy in migrations and reduces number of outages for smaller changes. The Beta 7.5 was a great reference which desperately helped with insight into updates. For the majority I was pleased with the site. Maximo 7.5 incorporates major changes which allow more flexibility and less customization. Greatly Improved on the SCM side. Can see where the foundation is being laid for next generation Maximo to be a complete Supply Chain and Work Management Solution. Some new features added on SCM that make it competitive to other ERP packages like SAP . The Beta of Maximo 7.5 is impressive and superb! The new design, the speed and the quality are incredible. Happy to see that some changes requested from us are now in the core product. Upgrading to Maximo 7.5 will require the least change management compared to any other Maximo upgrades we have applied. The Modules in Maximo I've tested have been working perfect so far. No Errors encountered.
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Better user interface. Better performance. Additional applications available.

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IBM Maximo Briefing

Enhancements Areas
Supply Chain
Materials Management Purchasing Receiving Invoicing Misc Work Order Job Plan Repair Facility Assets PMs

Work and Asset Management

Usability
Improved Efficiency New Skin

Maximo Integration Framework (MIF) Migration Manager Scripting

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IBM Maximo Briefing

Materials Management
Item Master Add true stocked/non-stocked item support
Resolves functional gap on usage of stocked/non-stock item terminology. Better alignment with ERP systems.

Inventory Usage Application Add a statusable document for issuing and transferring items
Provides for streamlining the issue and transfer process while increasing the breadth of functionality: Support for workflow of issues and transfers, staged and shipped items, multiple assets and source bins per line.

Issues and Transfers Transfer via Shipment

Enhances and streamlines business process for items in transit. Serves as a foundation for manifesting for Oil & Gas customers.

Issues and Transfers Hard/Soft material reservations

Addresses functional gap in materials mgt by allowing requested items to be set as a hard or soft reservation.

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IBM Maximo Briefing

Materials Management
Inventory Costing Enhancements
Default Costing Method (Avg, Std, LIFO, FIFO) Allows the user to set the costing method for an item at the inventory level. LIFO/FIFO Inventory Costing New costing method to allow for valuation at actual receipt costs on a LIFO or FIFO basis Consignment Inventory Adds support for vendor-owned inventory valuation. Allows for items to be paid for on use rather than pay on receipt

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IBM Maximo Briefing

Purchasing
PO Revisioning
Benefit: Improves the process for creating PO revisions. Applies the 6.x revision capabilities to the PO application.

PR/PO/RFQ/RECEIPTS/INVOICE View entire supply chain

Will provide the user with the ability, from one screen, to view all upstream and downstream processing of any line items currently in the supply chain.

Item Master, PO Tax exempt items

Provides support for setting items as tax-exempt. Tax exempt items will bypass the normal tax code application process on purchasing lines.

RFQ: Allow item comparison in base currency

Currently, quotes may be submitted in various currencies and there is no valid way to compare the line items in this case. The functionality will use the Exchange Rates app to display the line items in the native and base currency.

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Receiving
Receipt Tolerances
Provides functionality to control against over-receipt of lines against a PO. Establishes a tolerance threshold at which the user can be either warned or stopped during an over-receipt situation.

Add functionality for returning received services

Brings service receipt return functionality in line with what is offered for material receiving.

Support for voiding a receipt. (ie: cancelling a receipt line)

Allows the reversal of a receipt line, similar to a return, and reverse balance updates, etc, but would NOT allow the user to create a credit invoice for the voided line.

Receiving application requires functionality to select an asset for return to a vendor

Provides the functionality to select the asset being returned and business logic to disable the use of the returned asset records.

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Invoicing
Ability to create invoice reversals
Allows the creation of reversal invoices against PO lines that have already been fully matched. Also allows for the ability back out an approved, but incorrect invoice.

Cross Site Invoices

Ability to create an Invoice containing POs from other sites in the same Org.

Enhance Copy PO Lines dialog box

Enhances usability by allowing invoice users to filter on additional fields.

Add functionality for setting the date to derive the financial period
Benefit: A Posting Date will be added to the invoice header to be used to derive the financial period.

Default Table Window

A new Default Table Window added to the Invoice Lines tab

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Accounting Enhancements
Chart of Accounts - Date ranges for account validity
Benefit: Addresses customer-requested functional gap.

Chart of Accounts Different GL account structures per Organization

Addresses customer-requested functional gap. Better alignment with ERPs.

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Miscellaneous Supply Chain enhancements

Labor Contracts Premium pay rates on labor contracts
Allows that the same options that are available on the labor record would be available on the labor contract record.

Organizations Support multiple addresses per site

Allows for additional addresses to be registered against a site. This data will be used by the purchasing applications in the scenario where multiple ship-to and bill-to addresses are possible per site.

Person Associate multiple commodity codes with a person record

Benefit: Satisfies the use case of a buyer person record. Person records associated with these commodity codes could then be used within workflow etc, for routing purchasing documents to the appropriate individual.

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Work and Asset Management

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IBM Maximo Briefing

Work Management Enhancements

Work Order Tracking Additional Cost information displayed in the work order
Adds additional visibility into related purchasing records from a work order.

Work Order Tracking Add visibility for storeroom materials on backorder

Fills a functional gap in work orders by adding visibility of a waiting material situation for storeroom items in addition to direct issue items.

Assignments tab added to Work Order app

Enables labor assignments directly on the Work Order

Job Plan Revisioning

Optional system setting to enforce tracking of JP revisions/revision history

PM Forecast tab added to app

Ability to generate forecasted dates for Preventative Maintenance records

Decoupling Owner and Owner Group

Ability to assign both to a Work Order or Ticket based record

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WO Costs and Material Status

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Assignments tab enables labor assignments directly on the

Work Order

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Job Plan Revisioning optional system setting to enforce

tracking of JP revisions/revision history

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PM Forecast tab ability to generate forecasted dates for

Preventative Maintenance records

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Repair Facility

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IBM Maximo Briefing

Requirement
Some assets operate across the virtual geographical boundaries of Maximo sites
Repair and maintenance work may need to be performed at a facility that is not in the same Maximo site as the asset How can I EASILY insert a work order for an asset from a site other than my default insert site?

The Maximo work order defaults to a site and the asset must be in this site
The work order is owned by the site and location of the asset Customers want the ability to have the location performing the work to own the work order and potentially be in a different site than the asset.

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IBM Maximo Briefing

Fixed Assets vs Mobile Assets

KC

Work Order: 1234 Asset: HVAC Asset Home Location: Denver Repair Location: Denver KC

KC

Work Order: 5678 Asset: KC Asset Home Location: Kansas City Repair Location: Plano KC

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IBM Maximo Briefing

Solution
Allow users to EASILY insert work orders for assets from any site
New asset field validation allows valid assets from multiple sites

Introduce the concept of a Repair Facility

A location identified as a Repair Facility (check box)

Work order based records can be assigned a repair facility

Work orders, changes, releases

The repair facility can be from a site other than current site
Within the same organization

New security groups feature for Repair Facility authorizations

Works in concert with site authorizations to determine records user can work with

Users can have a default repair facility

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User Scenarios
The most common scenario is for clients with mobile assets with multiple sites defined in Maximo
Assets that can travel across the virtual boundaries defined by Maximo sites For example an asset based in Atlanta in the Southeast US site travels to Boston in the Northeast US site. The repair facility in Boston owns the work and the work order, but the asset is from another site

Clients with fixed assets or with only one site may also find benefit to having the further control over security for work order based records
Limiting maintenance personnel to records only for their repair facility

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IBM Maximo Briefing

Multisite Architecture with Repair Facilities

Work Order: 5678
Kansas Colorado Texas

Repair Facility: Plano Repair Facility Site: Texas

Repair Facility 3 Asset: KC Repair Facility 4

Site 4

Site 5

Site 6

Plano Repair Facility Denver Repair Facility

Asset Site: Kansas Organization 2

USA

Database/Enterprise

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Repair Facilities

Site for the Work Order and Asset

Site where the work is done

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Asset Management Enhancements

New Asset Template application
Provides a quick way to add new Assets or update existing Assets based on defined template

Asset list from Template

list of assets created from Asset Template generation, all create at once

Visual Control for Linear Assets

Visual Control tab enables graphical display of linear assets, features, attributes and work orders

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IBM Maximo Briefing

New Asset Template application quick way to add new

Assets or update existing Assets based on defined template

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Assets list of assets created from Asset Template generation, all

create at once

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Linear tab in Assets Visual Control enables graphical

display of linear assets, features, attributes and work orders

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Usability

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IBM Maximo Briefing

Improved Efficiency Enhancements

Returning to List Tab maintains Record focus
After editing an record going back to the list tab will return to the edited record

Field Validation option

Performed in background allowing the user to continue data entry Set as default at system level

Rich Text Editor for Long Description and Com Templates

Supported by BIRT reports

Improved Date Entry

Quicker and easier to select values

Help moved to Info Center format

Content based.

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List page

IBM Maximo Briefing

When I save a record and go back to the List, the result set is still in the state I left it until I hit refresh. Records that have been touched are Italicized to indicate they have changed

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Table Window

IBM Maximo Briefing

When I save, focus remains on the last table row that was edited

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Heads down data entry IBM (Asynchronous Validation) Maximo Briefing

I can enter data at my own pace, and address errors and warnings when I want to

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IBM Maximo Briefing

I can enter text in the format that I want on a Maximo screen. I dont need to rely on attachments for rich-text formatting. Long Descriptions, Communication Templates and Displays in BIRT reports

Flexible Fonts
Bold, Italics, Underline, etc. Character Sizes Bullets Colors and Highlighting URL links Supports copy/paste from Word, etc.

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Displays in reports

IBM Maximo Briefing

Enabled Rich Text Formats to display in BIRT Reports

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New Calendar

New calendar control offers faster response to clicks because it does not make round trips to the server.
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Help Info Center, content based

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New Skin

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Maximo Integration Framework

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IBM Maximo Briefing

New Integration Framework Features in 7.5

Event Propagation Support for application authorization BIDI support Application-based Importing/Exporting JAX-WS Web Service support via the application server container Migration of WS Configuration

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IBM Maximo Briefing

Event Propagation
Feature
A new 7.5 feature for the Integration Framework is the ability to recognize events from child objects within an object structure. In prior releases, this was only supported if the business objects had this logic embedded within them. Now customers will be able to enable the events from child objects when the business object does not provide this capability.

Planning
This new feature would be applicable in cases of outbound integration using Publish Channels. For use when an event from a child object within an object structure does not initiate an event through the Publish Channel

Steps
How to configure Using the Object Structure application, select the applicable object structure, choose Advanced Configuration under the Select Action menu and check the Propagate Events checkbox for the object where event behavior is desired. Verifying successful configuration Using the relevant application, update an attribute of that object and verify an outbound integration messages is sent via the Publish Channel.

Benefits
Provides event-based integration messages to external applications where in previous releases this behavior did not exist. Customers would often write custom code or do other configuration in order to work around this limitation.
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App Authorization
Feature:
A new 7.5 feature for the Integration Framework is the ability to support the existing application authorization that is configured for User Groups. In prior releases, integration support for authorization was limited to object restrictions. This change will allow support for application configured authorization.

Planning
This new feature allows integration implementations to leverage the application-based configuration for authorization for inbound messages and Data Export. An object structure can be connected to an application which would, in turn, point to an authorization configuration for a user group. The user on the inbound integration message would be used in combination with the application on the object structure to obtain the appropriate authorization configuration.

Steps
How to configure
Using the main tab on the Object Structure application, select the applicable application name to associate to the object structure.

Verifying successful configuration

Send an inbound message to Maximo where the action/operation of the message is in conflict with the users authorization and confirm that a security-related error is generated.

Benefits
Provides improved/expanded support for authorization as it relates to an integration message.

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BIDI Support
Feature
A new 7.5 feature for the Integration Framework is the ability to support the conversion between the Maximo BIDI format to an external BIDI format for both inbound and outbound messages

Planning
For a Maximo implementation in a BIDI language that requires integration to another application in a different BIDI format, this new feature provide the capability to transform messages from one BIDI format to another for both inbound and outbound messages.

Steps
How to configure There is configuration at the object structure, standard service and external systems levels to enable BIDI. See the Deep Dive section for more details. Verifying successful configuration Send/Receive messages using a different BIDI format than the one being used within Maximo and verify proper conversion of data.

Benefits
For those customers operating with BIDI, this features allows them to integrate with another application in a different BIDI format.

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App Import/Export
Feature
A new 7.5 feature for the Integration Framework is the ability to enable importing and exporting of data directly from an application such as Assets or Work Orders.

Planning
This new feature allows integration implementations to leverage the application-based configuration for authorization for inbound messages and Data Export. An object structure can be connected to an application which would, in turn, point to an authorization configuration for a user group. The user on the inbound integration message would be used in combination with the application on the object structure to obtain the appropriate authorization configuration.

Steps How to configure

Using the main tab on the Object Structure application, select the applicable application name to associate to the object structure.

Verifying successful configuration

Send an inbound message to Maximo where the action/operation of the message is in conflict with the users authorization and confirm that a security-related error is generated.

Benefits
Provides improved/expanded support for authorization as it relates to an integration message.

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IBM Maximo Briefing Application Export/Import

Export/Import toolbar buttons

Added through Object structures Controlled through Security Imported data is validated through business logic Able to run in Preview mode
sv .c t r rt po po x E Im

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JAX-WS compliant web services

Description
An important interoperability feature in IBM Tivoli Automation Engine (TPAE) is the deployment of Integration Framework (I-F) services as web services enabling the interaction with external applications via web service calls. Starting in TPAE 7.1, the I-F supports web services interoperability by means of an AXIS2 based implementation: Inbound - TPAE's web services are deployed to an AXIS2 container for external applications consumption. Outbound - I-F provides a SOAP handler based on AXIS2 ServiceClient APIs designed to call external web services.

Features:
Incorporate the deployment of web services to TPAE's Application Server Web Service Container by means of JAX-WS standard. Enable use of WS-* standards (WS-Policy, WS-Security, etc). Leverage application servers to support WS-* ITCAM support for TPAE Web Services Allows clients to move off Axis Web Service container Leverage application servers' support of WS standards (WS-Policy, WS-Security, etc).

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Migration of Web Services (WS) Configuration

Features:
It is the objective of this enhancement to Enable the migration of web service configuration between TPAE instances. Supported via Integration Framework or Migration Manager

Planning Web Service Deployment

This new feature would be applicable for customers working with Integration Framework services (Enterprise, Object Structure, Standard) Customers need to identify which web service container is more appropriate for their integration scenarios

For web services created in previous TPAE versions, customers need to decide if a web service container migration is needed

Steps
How to configure Using the Systems Properties application, set mxe.int.containerdeploy property value that corresponds to the web service container of choice. In TPAE 7.5 installations this property value is being set to 1 by default. Verifying successful configuration Using the Web Services Library application, select and deploy a web service. Initiate a web service call from external system.
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Migration Manager

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IBM Maximo Briefing

Migration Manager strategy for 7.5

A set of features is being added to Migration Manager to:
Enable clients better align Migration Manager with development environments Enable clients and practitioners more easily create and distribute content (time-to-value)

Imperatives driving new features:

Reduce lead times to plan, execute and complete migration Reduce overheads on tracking development configurations

Clients driving new features:

Key clients in service and asset management

Product teams driving new features:

SRM, CCMDB, Maximo, IBM Global Services, business partners
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Development support features

These features are intended to better support development environments
Simpler, intuitive collection of configurations Facilitate check in/check out against source control system

Feature
Pick and choose configurations to be migrated

Benefit
Packages can be assembled one configuration at a time without need for complex SQL or behind the scenes change tracking Reduce cost to development teams to rebuild packages; correct and re-process existing packages

Improve error processing and recovery

Enable export/import of configuration from the Pick and Choose application

Facilitate a source control model enable check in/check out of a set of configuration data

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Content creation and distribution features

These features are targeted towards more a flexible and quicker content migration model Feature
Enable replacement of chosen values in a package Automatically migrate same as objects Enable migration of objects across RDBMS Relax product compatibility checks

Benefit
Make it easier to distribute content where site/org/date-time values need to be changed to suit target environment Avoid having to manually select and migrate same as objects Make it easier to distribute object definitions to multiple customers/targets with different RDBMS Make it easier to distribute content across disparate product installations

Enable auto-approved package Reduce time and effort needed to define packages definitions Enable comparison of sources and targets
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Differences can be identified pre- or post-migration accelerating the migration effort

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IBM Maximo Briefing

Tpae 7.5 - Migration Collections and Comparison

Migration Collection
Add comparison results to migration collection

Migration Comparison

Create

Go to app/Return with value Add to collection directly in app Collect based on events

Compare

Collect

Validate Preview

Define /Generate

Create
Source product instance

Distribute

Deploy
Target product instance
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Scripting

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IBM Maximo Briefing

What is a script?
Short pieces of code Simplified programming model Usually used to glue or extend applications Usually interpreted (vs compiled Java or C/C++) Example add all asset spare part quantities together and set total into ASSET.SPAREQTY:
spPartSet = mbo.getMboSet('sparepart') partCount = spPartSet.count() totalQty = 0.0 for i in range(partCount): partMbo = spPartSet.getMbo(i) totalQty += partMbo.getDouble('quantity') mbo.setValue('spareqty',totalQty)

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Why scripting?
Java skills considered onerous Java customizations increase IT costs
Java/JEE developers API knowledge/compatibility Performance/functionality issues Build process for WAR, EAR, JAR files Server shutdown / re-starts

Scripting promotes simplified programming model Scripting is completely dynamic (no server re-starts)

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Scripting Strategy for 7.5

Tpae 7.5 exploits scripting API that is part of JDK 6
JSR 223 standardized scripting API for Java

Supports two script engines out of the box

Rhino JavaScript (embedded with JDK 6, compliant with JSR 223) Jython 2.5.2 (newer version compliant with JSR 223)

Other JSR-223 compliant script engines can be seamlessly plugged in

Provides programming flexibility to clients and practitioners Example: Jacl, JRuby, Groovy, Jawk Place JARs in application server classpath and re-start server

Tpae scripting can be enabled for many different configurations

No longer limited to just actions Script creation and management remains the same

Tpae scripting supports simple coding approach

Launch points offer closer alignment with Tpae applications and configurations Script variables and bindings to pass in data and return results Detailed knowledge and experience of Maximo APIs not a pre-requisite

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Scripting architecture in 7.5

Design Time
Workflow Escalation UI constructs

Runtime

Action

Object Events

Field Validations Attribute Launch Point

Others..

Script

Launch Point

Action Launch Point

Object Launch Point

Other Launch Points

Script Driver Script Driver

Script Engine Script Engine Script Engine

Tpae Database Script

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Scripting constructs in 7.5

Objects Attributes Actions Launch Point Bindings
Tpae native configuration or application

Configuration or application context for script Binding application/configuration data to variables Input and output variables to script Script executed passing inputs and returning outputs

Variables Script

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Backup

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Upgrade to 7.5
https://www-304.ibm.com/support/docview.wss?rs=3214&context=SSLKT6&uid=swg21266217

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Upgrade to 7.5 (cont)

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