Maximo Upgrade and Maximo 7.6.1 Installation October 2018 Darlene Nerden dnerden@us.ibm.com
Agenda Maximo Upgrade Maximo 7.6.1 Installation and Configuration Why Upgrade Upgrade Requirements Upgrade Planning Upgrade Process Overview Upgrade Notes Maximo 7.6.1 Installation and Configuration Maximo 7.6.1 Upgrade Notes
Why Upgrade
Continuing to deliver on the value of EAM
New Integrations and Applications from 7.6.0 Feature Packs
Modernizing the Maximo User Experience with Work Centers
Example: Very visual role-based work centers
Work Supervisor Work Center 7.6.1 Improvements
Work Execution Work Center 7.6.1 Improvements
Integration to IBM Equipment Maintenance Assistant from Work Technician
Service Requests 7.6.1 Improvements
Work Supervisor – Service Request Administration
Inspections – New Work Centers
Inspections – Roadmap
Fresh New Look to Maximo – new IOT18 skin
Updated KPI colors
Responsive UI in IOT18
New Icons for IOT18
IOT18 Skin
Maximo is GDPR Ready
Cognos 11 Analytics Entitlement in Maximo 7.6.1
Cognos 11 has been updated with new, modern interface
Cognos 11 – Mobile Applications
Technical investment to reduce total cost of ownership
Maximo 7.6.1 – Technical Enhancements
Maximo 7.6.1 moves to Java 8 (JDK 1.8)
Why Upgrade New middleware servers/VMs Newer OSes supported AIX 7.1 Windows Server 2012 R2, 2016 RHEL 7.0, 7.2
Why Upgrade New Admin workstation Windows, Linux, and AIX admin workstation support Windows Server 2016 RHEL 7 AIX 7.1
Why Upgrade New middleware versions (minimum versions) WebSphere 8.5.5.13+, 9.0.0.7+ / WebLogic 12.2.1 Oracle 11g R2, 12c DB2 10.5 (runs on support), 11.1 SQL Server 2014, 2016
Upgrade Requirements
Upgrade Requirements
6.5.1.1 Upgrade Utilities Required Upgrade Requirements Upgrade paths and relative complexity Maximo 4.11 to 5.2 Maximo 5.2 to 6.2 Maximo 6.2.8 to 7.1.1.13 Maximo 7.1.1.13 to 7.5.0.11 Maximo 7.5.0.11 to 7.6.1 Maximo 7.6.0.x to 7.6.1 Note: Current paths 7.1.1.13 to 7.5.0.11 to 7.6.1 or 7.6.0.x to 7.6.1 6.5.1.1 Upgrade Utilities Required
Upgrade Requirements Maximo 6.2 to 7.6 Maximo 6.2, please note that Maximo 6.2.8 is the prerequisite/minimum version and patch you need to have applied prior to upgrading to 7.1 To upgrade from 6.2 to 7.6.1, you will follow this process: Apply Maximo 6.2.8 fix pack Install 7.1 which includes the 6-7 upgrade program Apply Maximo Base Services 7.1.1.13 fix pack Upgrade v6 to 7.1.1.13 Install 7.5 which includes the 7.1-7.5 upgrade program
Upgrade Requirements To upgrade from 6.2 to 7.6, you will follow this process (cont.): Apply Maximo 7.5.0.11 fix pack Upgrade v7.1 to 7.5.0.11 Install 7.6.1 which includes the 7.5-7.6.1 upgrade program Upgrade v7.5 to 7.6.1
Upgrade Planning
Upgrade Planning Data size and archiving Integration Points More data = longer upgrade Improves application performance Integration Points Identify integration points in existing system Evaluate each integration to determine requirement Document change requirements from existing to new
Upgrade Planning 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
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
Upgrade Planning User training Administrative users TPAE, security, crons, escalations, Workflow, performance monitoring and tuning General users Reporting Focus groups users Call centers Accounting Management
Reporting Reporting Requirements Reporting Server Changes
Maximo Analytic Tools
Upgrade Process Overview (from pre 7.6.0)
Upgrade Process Overview Apply Maximo 6.2.8 fix pack Complete Maximo 7.1 pre-upgrade tasks Install Maximo 7.1 Apply Maximo Base Services fix pack 7.1.1.13 Run industry solution and/or add-on installation programs Apply industry solution and/or add-on fix packs Run Maximo 7.1.1.13 upgrade utilities Integrity Checker, Validation, Upgrade Program, Updatedb
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 7.1.1.13 folder Defer database update and application deployment Apply Maximo 7.5.0.11 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
Upgrade Process Overview Overview (cont.) Complete Maximo 7.6.1 pre-upgrade tasks Run the Maximo 7.6.1 product installation program Run industry solution and/or add-on installation program Apply industry solution and/or add-on fix packs Run the configuration tool to perform database update operations
Upgrade Process Overview Overview (cont.) Complete post-upgrade tasks Migrate customizations After all products are installed on the 7.6.1 admin workstation Move the custom Java code to the 7.6.1 tree and compile using a JDK 1.8 compiler Move the compiled Java code in the appropriate folders on the 7.6.1 installed admin workstation
Upgrade Process Overview Overview (cont.) Complete post-upgrade tasks Migrate customizations (cont.) If there were changes applied to 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 7.6.1 installation Analyze reports Review integrations Run Maximo 7.6.1 integrity checker
Upgrade Process Overview (from 7.6.0)
Upgrade Process Overview Industry solution and/or add-ons should be installed at fix pack level Complete Maximo 7.6.1 pre-upgrade tasks Run the Maximo 7.6.1 product installation program Run industry solution and/or add-on installation program Apply industry solution and/or add-on fix packs Run the configuration tool to perform database update operations
Upgrade Process Overview Overview (cont.) Complete post-upgrade tasks Migrate customizations After all products are installed on the 7.6.1 admin workstation Move the custom Java code to the 7.6.1 tree and compile using a JDK 1.8 compiler Move the compiled Java code in the appropriate folders on the 7.6.1 installed admin workstation
Upgrade Process Overview Overview (cont.) Complete post-upgrade tasks Migrate customizations (cont.) If there were changes applied to 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 7.6.1 installation Analyze reports Review integrations Run Maximo 7.6.1 integrity checker
Upgrade Process (from pre 7.6.0)
Upgrade Process Maximo 6 – 7.1 Upgrade From the Maximo 7.1.1.13 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 7.1.1.13 fix pack Note: Integrity Checker You may be asked to run Database Configuration for your database Only run the Database Configuration from Maximo 6.2.8
Upgrade Process Maximo 6 – 7.1 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
Upgrade Process Maximo 7.1.1.13 – 7.5.0.11 Upgrade Database is upgraded via updated 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)
Upgrade Process Maximo 7.1 to 7.5 Upgrade 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
Upgrade Process Launch 7.5 install and select database update and application deployment Validate integrity of Maximo 7.5 database Run Maximo 7.5 Integrity Checker
Upgrade Process Maximo 7.1.1.13 – 7.5.0.11 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 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
Upgrade Process Maximo 7.5.0.11 – 7.6.1 Upgrade Database is upgraded via updatedb utility invoked by the configuration tool Only after ALL products are installed in 7.6.1 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)
Upgrade Process Maximo 7.5.0.11 – 7.6.1 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
Upgrade Process Maximo 7.5.0.11 – 7.6.1 Upgrade If required, upgrade/install middleware components and Operating Systems (cont.) Deploy WebSphere 9.0 Install a fresh instance of WebSphere 9.0 Configure via the configuration tool If manual WebSphere configuration, apply recommended performance settings
Upgrade Process Maximo 7.5.0.11 – 7.6.1 Upgrade New installation of Maximo 7.6.1 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 to do database update Install add-ons and/or industry solutions
Upgrade Process Migrate customizations Launch 7.6.1 configuration tool and upgrade the database and application deployment Validate integrity of Maximo 7.6.1 database Run Maximo 7.6.1 Integrity Checker 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 7.6.1 configuration tool
Upgrade Process Maximo 7.5.0.11 – 7.6.1 Upgrade Run install validation Review upgraded screens Review custom table domains and crossover domains Regenerate request pages for reports Update database statistics Perform post upgrade tasks
Upgrade Process (from 7.6.0)
Upgrade Process Maximo 7.6.0.x – 7.6.1 Upgrade Database is upgraded via updatedb utility invoked by the configuration tool Only after ALL products are installed in 7.6.1 environment that exist in 7.6.0 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)
Upgrade Process Maximo 7.6.0.x – 7.6.1 Upgrade Validate integrity of current Maximo 7.6.0 database Run Maximo 7.6.0 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
Upgrade Process Maximo 7.6.0.x – 7.6.1 Upgrade If required, upgrade/install middleware components and Operating Systems (cont.) Deploy WebSphere 9.0 Install a fresh instance of WebSphere 9.0 Configure via the configuration tool If manual WebSphere configuration, apply recommended performance settings
Upgrade Process Maximo 7.6.0.x – 7.6.1 Upgrade New installation of Maximo 7.6.1 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 to do database update Install add-ons and/or industry solutions
Upgrade Process Migrate customizations Launch 7.6.1 configuration tool and upgrade the database and application deployment Validate integrity of Maximo 7.6.1 database Run Maximo 7.6.1 Integrity Checker 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 7.6.1 configuration tool
Upgrade Process Maximo 7.6.0.x – 7.6.1 Upgrade Run install validation Review upgraded screens Review custom table domains and crossover domains Regenerate request pages for reports Update database statistics Perform post upgrade tasks
Upgrade Process Notes
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
Upgrade Process Notes 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
Upgrade Notes End of Support of Maximo 6.2.x was September 2013 End of Support of Maximo 7.1.x was April 2015 End of Support of Maximo 7.5.x is April 2018 Must be at 7.1.1.13 to upgrade to 7.5.0.11 Maximo 7.5.0.11 and 7.6.0.x can upgrade to Maximo 7.6.1 Maximo 7.6.0.x to 7.6.1 upgrade is much less complex than a Maximo 7.5.0 to 7.6.0 upgrade Minimal changes from Maximo 7.6.0 to 7.6.1 that impact an upgrade Uses the same report engine, integration code and database structure Will be 2 release streams 7.6.0.10 fix pack 7.6.1.1 feature pack
Upgrade Notes All products must be at 7.6.x version Cannot upgrade one product to 7.6 and others at 7.5 Maximo 7.5/7.6 upgrade – No upgrade utilities like in previous versions No upgradeui, 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
Upgrade Notes There are 2 installations and packages Non Multitenancy Multitenancy – DB2 only Cannot remove multitenancy No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy Windows, Linux, and AIX admin workstation support Perform upgrade in a test environment first Backup the database many times during the process Disable custom triggers
Upgrade Notes
Maximo 7.6.1 Installation
Maximo 7.6.1 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
Maximo 7.6.1 Installation Installation and configuration operations done separately Install uses IBM Installation Manager (IM) 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
Maximo 7.6.1 Installation 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
Maximo 7.6.1 Installation Launchpad Guide you through planning and deployment tasks
Maximo 7.6.1 Installation Installation Manager Lays down files Keeps metadata of what is installed
Maximo 7.6.1 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
Maximo 7.6.1 Installation
Maximo 7.6.1 Installation Configuration and deploy Environment deployment and configuration Deployment maintenance and administrative tasks Upgrade option
Maximo 7.6.1 Installation Configuration and Deploy Configuration of WebSphere
Maximo 7.6.1 Installation Configuration and Deploy Environment deployment and configuration Deployment maintenance and administrative tasks Upgrade option
Maximo 7.6.1 Installation Configuration and Deploy Configuration of Maximo
Maximo 7.6.1 Installation Configuration and Deploy Environment configuration Updatedb and updatedblite
Maximo 7.6.1 Deployment Configuration Tool
Maximo 7.6.1 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, updates, application server security settings, etc. Support provided via GUI and command line interface (CLI)
Maximo 7.6.1 Deployment Configuration Tool
Maximo 7.6.1 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 if incorrect Page level – validation of page when you attempt to proceed Full validation – deep validation when you attempt to deploy
Maximo 7.6.1 Deployment Configuration Tool Error messages display in the console window Error indicators with flyover on fields Status indicators in navigation tree
Maximo 7.6.1 Deployment Configuration Tool
Maximo 7.6.1 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
Maximo 7.6.1 Deployment Configuration Tool Option for cluster configuration
Maximo 7.6.1 Deployment Configuration Tool Once all configuration information has been entered the deployment options are presented
Maximo 7.6.1 Upgrade Notes
Do not configure a database Maximo 7.6.1 Upgrade Do not configure a database
Maximo 7.6.1 Installation and Upgrade Notes Must be at 7.1.1.13 to upgrade to 7.5.0.11 Maximo 7.5.0.11 and 7.6.0.x can upgrade to Maximo 7.6.1 Maximo 7.6.0.x to 7.6.1 upgrade is much less complex than a Maximo 7.5.0 to 7.6.0 upgrade Minimal changes from Maximo 7.6.0 to 7.6.1 that impact an upgrade Uses the same report engine, integration code and database structure Will be 2 release streams 7.6.0.10 fix pack 7.6.1.1 feature pack
Maximo 7.6.1 Installation and Upgrade Notes All products must be at 7.6.x version Cannot upgrade one product to 7.6 and others at 7.5 There are 2 installations and packages Non Multitenancy Multitenancy – DB2 only Cannot remove multitenancy No upgrade from Maximo 7.5 to Maximo 7.6 Multitenancy Java 1.8 WebSphere ND v9.0.0.7, DB2 11.1
Resources
Resources Maximo Knowledge Center Maximo Upgrade Wiki https://www.ibm.com/support/knowledgecenter/en/SSLKT6_7.6.1/com.ibm. mam.doc/welcome.htmlSystem Requirements Maximo Upgrade Wiki https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/ wiki/IBM%20Maximo%20Asset%20Management/page/Version%207.6.1Upgr ade Resources Maximo Upgrade Resources https://www-304.ibm.com/support/docview.wss?uid=swg21266217 Upgrade Frequently Asked Questions https://www-304.ibm.com/support/docview.wss?uid=swg21368150
Resources Upgrade Requirements Matrix Maximo Wiki https://www-304.ibm.com/support/docview.wss?uid=swg21440174 Maximo Wiki https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/ wiki/IBM%20Maximo%20Asset%20Management Enterprise Adapter Upgrade Considerations https://www- 304.ibm.com/support/docview.wss?q1=upgrade&rs=3214&uid=swg2130636 7&context=SSLKT6&cs=utf-8&lang=en&loc=en_US Configuration Matrix https://www.ibm.com/developerworks/community/groups/service/html/co mmunityview?communityUuid=a9ba1efe-b731-4317-9724- a181d6155e3a#fullpageWidgetId=W5f281fe58c09_49c7_9fa4_e094f86b7e9 8&file=97d773e7-2177-4c0a-8b6b-170374718f9e
Resources Maximo 7.5 Packaging Maximo 7.6 Packaging https://www-304.ibm.com/support/docview.wss?uid=swg21498420 Maximo 7.6 Packaging http://www-01.ibm.com/support/docview.wss?uid=swg24038431 Maximo 7.6.1 Packaging https://www-01.ibm.com/support/docview.wss?uid=swg24044945 New in Maximo 7.6.1 https://www.ibm.com/support/knowledgecenter/en/SSLKT6_7.6.1/com.ibm. mam.doc/overview/c_new_in_7.6.1.html What’s New https://www.ibm.com/developerworks/community/blogs/iotsupport/entry/ What_s_new_in_Maximo_Asset_Management_7_6_1?lang=en
Resources Maximo Support Landing Page Upgrading to Maximo 7.6.1 http://www-01.ibm.com/support/docview.wss?uid=swg21418666 Upgrading to Maximo 7.6.1 https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731- 4317-9724- a181d6155e3a/entry/Upgrading_to_Maximo_7_6_1_from_Maximo_7_6_0_x?l ang=en_us Maximo 7.5 End of Support Announcement (EOS) https://www-01.ibm.com/support/docview.wss?uid=swg27049624 Support Lifecycle https://www.ibm.com/support/home/pages/lifecycle/ IoT Support YouTube Videos https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731- 4317-9724- a181d6155e3a/entry/Maximo_YouTube_videos_are_now_available_on_the _new_IBM_IoT_Support_channel?lang=en
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