Maximo Upgrade. April 2016

Transcription

1 Maximo Upgrade April 2016

2 Agenda Maximo Upgrade Why Upgrade Upgrade Requirements Upgrade Planning Upgrade Process Overview Upgrade Process Notes Upgrade Notes Maximo 7.6 Installation and Configuration Maximo 7.6 Installation and Configuration Industry Solutions an Add-ons Maximo 7.5 to 7.6 Upgrade Notes 1

3 Why Upgrade Maximo 7.5 Expanded Footprint Asset Management Work Management Materials Management Purchasing Contract Management Service Management Locations Repair Facilities Asset Asset Templates Failure Codes Linear Assets Visual Control Condition Monitoring Meters Meter Groups 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 Item Master Storerooms Inventory Inventory Usage LIFO/FIFO Costing Consignment Transfer via Shipment Default Costing Condition Codes Stocked Tools Service Items Request for Quotation Receiving Receiving Inspections Shipment Receiving Purchase Requisitions Invoices Invoice Reversals Purchase Orders Revisioning Receipt Tolerance Desktop Requisitions 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 2

4 Why Upgrade Maximo 7.5 Expanded Footprint 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 3

5 Why Upgrade IBM Maximo Asset Management 7.6 Expanded capabilities to support business intelligence Intuitive navigation for users Focus on User Experience new look and feel, expanded start center configuration options Analytical insights through Reporting, KPI s and Dashboards improved performance, increased user access and better tools to monitor the health of your business Functional Enhancements improved crew management and service addresses to support maps Technology Improvements expanded install and platform support Built-in Mobility Capabilities through Everyplace Increased Serviceability 4

6 Why Upgrade New middleware servers/vms Newer Oses supported AIX 7.1 Windows Server 2012 RHEL 6.0 RHEL 7.0 SUSE Linux Enterprise Server 11 New Admin workstation Windows, Linux, and AIX admin workstation support Windows Server 2012 (x86 64 bit) RHEL 6.0 (x86-64, zseries 64 bit, PowerPC) RHEL 7.0 (x86-64, zseries 64 bit, PowerPC) AIX 7.1 (IBM System p 64 bit) SUSE Linux Enterprise Server 11 (x86 65 bit) 5

7 Why Upgrade New middleware versions (minimum versions) WebSphere / WebLogic 12c Oracle 11g R2 DB SQL Server

8 Upgrade Requirements 7

9 Upgrade Requirements Upgrade paths and relative complexity Maximo 4.11 to 5.2 Maximo 5.2 to 6.2 Maximo to Maximo to Maximo to Upgrade Utilities Required Note: Current path to to

10 Upgrade Requirements Maximo 6.2 to 7.6 Maximo 6.2, please note that Maximo is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.1. To upgrade from 6.2 to 7.6, you will follow this process: Apply Maximo Fix Pack Install 7.1 which includes the 6-7 upgrade program Apply Maximo Base Services Fix Pack Upgrade v6 to Install 7.5 which includes the upgrade program Apply Maximo Fix Pack Upgrade v7.1 to Install 7.6 which includes the upgrade program Apply Maximo Feature Pack Upgrade v7.5 to

11 Upgrade Planning Data Size and Archiving More Data = Longer Upgrade Improves App Performance Integration Points Identify Integration Points in Existing System Evaluate each integration to determine requirement Document change requirements from existing to new Customizations Evaluate new product functionality to determine if it now addresses the custom requirement Customization work is work done outside the configuration framework provided with the product Java Class Extensions Custom Workflow Code or content added 10

12 Upgrade Planning Time Requirements Deadline for Go Live Downtime Restrictions When do you need to be on the new release? How long does the database upgrade take? How long will it take to upgrade integrations? How long will it take to upgrade customizations? How long will reports take? Technological / Reporting Requirements User Training Administrative Users TPAE, Security, Crons, Escalation, Workflow, Performance Monitoring & Tuning General Users Reporting Focus Group Users Call Centers Accounting Management 11

13 Upgrade Planning Reporting Requirements Reporting Server Changes No Actuate Integration No Crystal Integration 12

14 Upgrade Process Overview Overview Apply Maximo fix pack Complete Maximo 7.1 pre-upgrade tasks Install Maximo 7.1 Apply Maximo Base Services fix pack Run industry solution and/or add-on installation programs Apply industry solution and/or add-on fix packs Run Maximo upgrade utilities Integrity Checker Validation Upgrade Program Updatedb 13

15 Upgrade Process Overview Overview (cont.) Complete Maximo 7.5 pre-upgrade tasks Run the Maximo 7.5 product installation program to upgrade from 7.1 to 7.5 Point to folder Defer database update and application deployment Apply Maximo fix pack Run industry solution and/or add-on installation programs Apply industry solution and/or add-on fix packs Run the product installation program to perform database update operations 14

16 Upgrade Process Overview Overview (cont.) Complete Maximo 7.6 pre-upgrade tasks Run the Maximo 7.6 product installation program Apply Maximo feature pack Run industry solution and/or add-on installation programs Apply industry solution and/or add-on fix packs Run the configuration tool to perform database update operations 15

17 Upgrade Process Overview Overview (cont.) Complete post-upgrade tasks Migrate customizations After ALL products are installed on the 7.6 admin workstation Move the custom Java code to the 7.6 tree and compile using a JDK 1.7 compiler Move the compiled Java code into the appropriate folders on the 7.6 installed admin workstation If there were changes applied to in any existing JSP, XML, HTML, CSS or Java Script files pages» Identify the differences from the old source tree and re-apply the changes accordingly into the new files that were laid down by the 7.6 installation. Analyze reports Review integrations 16

18 Upgrade Process Maximo Upgrade From the Maximo folders run Upgradeui Utility Integrity Checker report and repair mode, source meta-data integrity Validation source versus target meta-data integrity Upgrade transforms database to version 7 structure Updatedb Transforms database to fix pack Note: Integrity Checker You may be asked to run Database Configuration for your database: Only run the Database Configuration from Maximo

19 Upgrade Process Maximo Upgrade Add new tables and columns, using Metadoc Process Callouts for tables, logically sequenced Delete obsolete tables and columns, using Metadoc Metadoc defines database differences Industry Solutions create Metadocs and Callouts Industry Solutions recognized by maxvars 18

20 Upgrade Process Maximo Upgrade Database is upgraded via updatedb utility invoked automatically by the installer Only after ALL products are installed at 7.5 level Option is available to have it done only after admin workstation is upgraded (defer updatedb) If not automated by the installer, you must run the following manually Updatedb If languages other than English are deployed: run Tdtoolkit for each PMP installed Build and deploy the EAR file(s) 19

21 Upgrade Process Maximo Upgrade Validate integrity of current Maximo 7.1 database Run Maximo 7.1 Integrity Checker and fix all errors If required, upgrade/install middleware components and Operating Systems Patch or upgrade Operating System Upgrade database server Upgrade LDAP/directory server Upgrade WebLogic Deploy WebSphere v7 Install a fresh instance of WebSphere v7 Use WebSphere v7 migration tool to migrate existing WebSphere 6.1 configuration If manual WebSphere configuration, apply recommended performance settings 20

22 Upgrade Process Upgrade Maximo 7.1 to 7.5 Maximo folder is renamed to pre_75_maximo If just Maximo is deployed: The upgrade, updatedb, and EAR deployment can be done automatically during the installation at one time If multiple products: Defer database update and application deployment Install add-ons and/or Industry Solutions Launch 7.5 install and select database update and application deployment Validate integrity of Maximo 7.5 database Run Maximo 7.5 Integrity Checker 21

23 Upgrade Process Maximo Upgrade Product upgrade can be done as 2 manual steps Apply the 7.5 files on the administrative workstation Manually run updatedb, tdtoolkit, and build and deploy the EAR files Note: In a multi product installation, 7.5 version of all products must be installed first. Only after all products are at 7.5, then updatedb and EAR deployment can be invoked by the 7.5 installer 22

24 Upgrade Process Maximo Upgrade Database is upgraded via updatedb utility invoked by the configuration tool Only after ALL products are installed in 7.6 environment that exist in 7.5 environment If not automated by the tool, you must run the following manually Updatedb If languages other than English are deployed: run Tdtoolkit for each component installed Build and deploy the EAR file(s) 23

25 Upgrade Process Maximo Upgrade Validate integrity of current Maximo 7.5 database Run Maximo 7.5 Integrity Checker and fix all errors If required, upgrade/install middleware components and Operating Systems Patch or upgrade Operating System Upgrade database server Upgrade LDAP/directory server Upgrade WebLogic Deploy WebSphere v8.5.5 Install a fresh instance of WebSphere v8.5.5 Configure via the configuration tool If manual WebSphere configuration, apply recommended performance settings 24

26 Upgrade Process Upgrade Maximo 7.5 to 7.6 New installation of Maximo 7.6 If just Maximo is deployed: The upgrade, updatedb, and EAR deployment can be done by the configuration tool immediately after the installation If multiple products and/or customizations: Do not run configuration tool right after installation Install add-ons and/or Industry Solutions Migrate customizations Launch 7.6 configuration tool and upgrade the database and application deployment Validate integrity of Maximo 7.6 database Run Maximo 7.6 Integrity Checker 25

27 Upgrade Process Note: In a multi product installation, all products must be installed first. Only after all products are installed, then updatedb and EAR deployment can be invoked by the 7.6 configuration tool 26

28 Upgrade Process Maximo Upgrade Run install validation Review upgraded screens Review custom table domains and crossover domains Regenerate request pages for reports Update database statistics 27

29 Upgrade Process Notes Supported by upgrade All data Any configurations done with the Maximo configuration tools Data model User interface and presentation layer Workflow processes Data validations and defaults Integration definitions Escalations Not supported by upgrade Database schema or objects changed outside of Maximo database configuration Database objects created (i.e. stored procedures, triggers, views, synonyms) Custom extensions of Maximo code Moving from one database platform to another 28

30 Upgrade Process Notes Maximo 7.5 Industry Solutions and Add-ons installed to Maximo 7.6 If no 7.6 version available On Windows admin workstations run existing launchpad On Linux/AIX run command line install solutioninstaller or solutioninstallergui After installation, configuration tool is used to configure industry solutions and add-ons 29

31 Upgrade Notes End of Support of Maximo 6.2.x was September 2013 End of Support of Maximo 7.1.x was April 2015 Must be at to upgrade to Will be 2 release streams Fix Pack Feature Pack All products must be at 7.5/7.6 Cannot upgrade one product to 7.5 and others at 7.1 Maximo 7.5/7.6 upgrade - No upgrade utilities like in previous upgrades No upgradeui No 7.5/7.6 Integrity Checker success before upgrading No Validation success before upgrading No upgrade program Maximo 7.5/7.6 upgrade - Database upgrade done via updatedb 30

32 Upgrade Notes There are 2 installations and packages Non Multitenancy Multitenancy DB2 only Cannot remove multitenacy No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy Windows, Linux, and AIX admin workstation support Windows Server 2012 (x86 64 bits) RHEL 6.0 (x86-64, zseries 64bit, PowerPC) RHEL 7.0 (x86-64, zseries 64bit, PowerPC) AIX 7.1 (IBM System p 64-bits) SUSE Linux Enterprise Server 11 (x86 64-bits) 31

33 Upgrade Notes Perform upgrade is a test environment first Backup the database many times during the process Disable custom triggers If you have Mobile, delete user data 32

34 Maximo 7.6 Installation Installation Manager Common technology for installation, delivery and management of the product release lifecycle Installs, upgrades and uninstalls New releases, fix packs Customer entitlement, downloads and validation checks Simplification of the installation for Maximo, its components, and IBM middleware Maximo-based products and components packaged as Installation Manager packages 33

35 Maximo 7.6 Installation Installation and Configuration operations done separately Install uses IBM Installation Manager Configuration is done as post-install steps, by specific tooling Launchpad offers users install choices to be performed Single install technology IM is launched with Offerings for required middleware and product Configuration tool is launched at the end of the IM Offerings installs Allows configuration/reconfiguration to run multiple times Uses same interface for initial product configuration and configuration updates Allows manual configuration after an automated install Configuration tool can be launched from the launchpad 34

36 Maximo 7.6 Installation Launchpad Guide you through planning and deployment tasks 35

37 Maximo 7.6 Installation Installation Manager Lays downs files Keeps metadata of what is installed 36

38 Maximo 7.6 Installation Searches and downloads latest version of fixes and patches Checks and downloads latest level of software packages Feature packs and interim fixes can be downloaded at install time Does customer entitlement for fixes and updates of products At the end of the install you can launch the configuration tool 37

39 Maximo 7.6 Installation Configuration and Deploy Environment deployment and configuration Deployment maintenance and administrative tasks 38

40 Maximo 7.6 Deployment Configuration Tool Post install tool used for configuration Enhanced user input validation Self-help troubleshooting Definition and (re)configuration of deployment Initial settings for middleware, Maximo, industry solutions and add-ons Add languages, password changes, database updates, application server security settings, etc Support provided via GUI and Command Line Interface (CLI) 39

41 Maximo 7.6 Deployment Configuration Tool 40

42 Maximo 7.6 Deployment Configuration Tool Number of panels has been reduced Contextual help Flyover help Embedded help on panels Additional page level help Contextual feedback Field level immediate feedback when information is incorrect Page level validation on page when you attempt to proceed Full validation deep validation when you attempt to deploy Error messages display in the console window Error indicators with flyover on fields Status indicators in navigation tree 41

43 Maximo 7.6 Deployment Configuration Tool Most functions are handled using a wizard interface Navigation tree to indicate where you are in the process with status indicators Navigation tree also allows direct access navigation to other pages Field indicators to more quickly find problems Console area with progress and error messages Navigation buttons 42

44 Maximo 7.6 Deployment Configuration Tool Middleware Configuration Initial configuration of WebSphere Used to be done by the middleware installer Creates necessary profiles, start options and sets the administrative security mode Automated configuration of clusters Both horizontal and vertical No longer need separate initial configuration for DB2, all necessary configuration can be done when configuring the deployment 43

45 Maximo 7.6 Deployment Configuration Tool Option for cluster configuration 44

46 Maximo 7.6 Deployment Configuration Tool Once all configuration information has been entered the deployment options are presented 45

47 Maximo 7.6 Industry Solutions and Add-ons Maximo 7.5 Industry Solutions and Add-ons installed to Maximo 7.6 If no 7.6 version available On Windows admin workstations run existing launchpad On Linux/AIX run command line install solutioninstaller or solutioninstallergui 46

48 Maximo 7.6 Industry Solutions and Add-ons After installation, configuration tool is used to configure industry solutions and addons 47

49 Maximo 7.5 to 7.6 Upgrade Do not configure a database 48

50 Maximo 7.6 Installation and Upgrade Notes There are 2 installations and packages Non Multitenancy Multitenancy DB2 only Cannot remove multitenacy No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy Java 1.7 Java version SR4 FP1 Java version 1.7 is required for the application server WebSphere ND v DB

51 Resources Maximo Knowledge Center Maximo 7.6 What s New 01.ibm.com/support/knowledgecenter/SSLKT6_7.6.0/com.ibm.mam.doc_7.6.0/overview/c _ctr_wn_mam_7.6.html System Requirements imo%20asset%20management/page/version%207.6 Upgrade Resources Upgrade Frequently Asked Questions Upgrade Requirements Matrix Maximo Wiki imo%20asset%20management Maximo 7.6 Resources 50

52 Resources Enterprise Adapter Upgrade Considerations ibm.com/support/docview.wss?q1=upgrade&rs=3214&uid=swg &context=S SLKT6&cs=utf-8&lang=en&loc=en_US WebSphere Settings Maximo 7.5 Packaging Maximo 7.6 Packaging Configuration Maxtrix mmunityuuid=a9ba1efe-b a181d6155e3a#fullpagewidgetid=w5f281fe58c09_49c7_9fa4_e094f86b7e98&file=97d77 3e c0a-8b6b f9e Pre-Req Checker Maximo Support Landing Page 51

53 Thank You