1. Anthony Honaker Maximo Product Strategy & Product Management
IBM Tivoli and Maximo Asset Management Development Update & Maximo 7.1 Preview
Anthony Honaker
Maximo Product Strategy & Product Management

2. IBM’s Commitment to Maximo and Asset Management
Key to IBM strategy and future growth
Leverage Maximo’s market- leading technology
IBM and MRO share long history
Delivered more resources and a more aggressive product roadmap

3. Customer Value IBM will protect the Maximo customer’s investment:
Continue to support and enhance the Maximo J2EE Architecture
Continued commitment to SOA and open standards
Provide upgrades to future Maximo versions
Continued support for user group meetings and advisory councils
Retain the “Maximo” brand name for all EAM products
Continued support for both IBM and non-IBM platforms

4. Managing Performance of Critical Assets
Asset and service management solutions for all critical assets across
the enterprise
Operating on open standards: J2EE-based service-oriented architecture (SOA)
Delivered with deep industry-specific functionality
Production Assets
Oil, Steel, Utilities
Building, Facility
and Property Assets
IT Assets
Transportation
Assets
Let’s begin by talking about strategy
The IBM strategy for Maximo is to support all of the critical assets in an organization… production, facility, fleet and IT.
I’m sure many of you recognize that this is the same strategy that MRO was executing for a number of years.
To make that point I’m using the exact same chart that I’ve used in many customer meetings, including past User Group meetings.
However there are two key differences
IBM is accelerating the investment in EAM, particularly in the industry solutions
IBM brings deep expertise to Maximo in terms of IT assets.
Remember, MRO was “the new kid on the block” in terms of IT assets. That’s clearly no longer the case.

5. Managing all of the critical assets in the enterprise
Maximo Themes
Managing all of the critical assets in the enterprise
Providing deep Industry solutions and expertise
Enabling Service Management across all assets
Utilizing modern Service Oriented Architecture

6. The Best of Enterprise Asset Management, IBM Service Management, IT Asset Management
Best Practices and Services
Process Management
Maximo
Asset Mgmt
(EAM)
IBM Service
Management
Solutions
(CCMDB,
Service Request Mgr)
Tivoli Asset
Mgmt for IT
(ITAM)
Process Management
Service Management Platform
Service Management Platform
Operational Management
“Best in Class” Asset & Service Management
Consolidated Infrastructure for EAM, ITAM, Service Management
Modern Open Standards Based Technology

7. Maximo Roadmap         Key: H2 2006 2007 2008-2009
IBM Maximo Asset Mgt 7.1
IBM Tivoli Asset Mgt for IT 7.1
IBM Tivoli Service Request Manager 7.1
IBM Maximo for Nuclear Power 6.3
IBM Maximo for Government 6.1
New 7.x Releases of Industry Solutions:
Utilities
Nuclear Power
Service Providers
Government
IBM Tivoli Change and Configuration Management Database 7.1
IBM Tivoli Release Process Manager 7.1
IBM Maximo for Utilities 6.3
IBM Maximo Spatial 6.3 
Oil and Gas
Calibration
Life Sciences
Transportation
IBM Maximo for Transportation 6.3
IBM Maximo for Life Sciences 6.4
IBM Maximo Calibration 6.4  
IBM Maximo for Service Providers 6.1
New 7.x Releases of:
Tivoli Asset Mgt for IT
Tivoli Service Request Manager
Tivoli Change and Configuration Management Database
Tivoli Release Process Mgr
Tivoli Capacity Process Mgr
Tivoli Storage Process Mgr 
IBM Maximo for Oil and Gas 6.3 
IBM Tivoli Asset Mgt for IT 6.2.1
IBM Maximo Asset Mgt 6.2.1: DB2 Support  
IBM Maximo Asset Configuration Manager 6.2 
Key:
IBM Maximo Mobile Calibration
Increased or new investment in EAM

8. Tivoli Asset Management for IT

9. Converged Asset Management
Financial
Physical
(Lifecycle Management)
Operational
(IBM SM)
Compliance/Audits
Contracts
Expense Control
License Management
Upgrade Costs
Leasing
Invoice validation
POs paid
Optimization
Modeling
Discovery
Asset Tracking
Asset Assignment
Asset Reconciliation
Maintenance
Upgrades
Disposal
End of Life
Service Desk
IMAC
Product Install
Product Removal
Disaster Recovery
Security
Service Request
Change Management
Release Management
HW Cost Trends
SW Cost Trends
Convergence is a strategy of managing your IT and Enterprise assets on one platform. Either type of asset uses a similar lifecycle.
Asset Management is split into three different areas:
Financial – managing hardware and software costs as well as helping to ensure license compliance.
Physical – managing the asset from planning through retirement
Operational – business processes and activities centered on making servicing and deployment an efficient process.
Supported in the current
Tivoli IT AM Portfolio
Areas enhanced for IT AM
in 2007
Areas of focus for IT AM
in 2008
Capabilities provided by other
Tivoli Products

10. What is Software Asset Management (SAM)?
IT Service Management
IT Asset Management
Hardware
Software
Contracts
Software Asset Management
Goal of Slide: Define Software Asset Management
Speaking Points:
IT Asset Management is a subset of IT Service Management
Software Asset Management (SAM) is a subset of IT Asset Management
Out of the three components of IT Asset Management, SAM is made up software and contracts.
Hardware costs tend to remain fairly stable and have been declining over the years as apposed to software and contracts, whose costs are on the rise and remain unstable. After personnel, software has become the most expensive cost for IT.
Software asset management is a high expense for a company as well as being the most difficult component to manage.
Effective SAM is the only way to manage software cost and compliance.
HW Cost Trends
SW Cost Trends
Labor Cost Trends
“Enterprises that begin an asset management program experience up to a 30% reduction in costs the first year.. and continue savings of 5-10% for the next 5 years” – Gartner

11. Why Is Software Asset Management So Hard?
Lack of centralized cross-platform data repository
software inventory
product use activity
contractual and financial information
Rapid business change causes unexpected software spending and inefficient software deployment
Complexities of license metrics, terms & conditions, and software deployment
Software Asset Lifecycle management within functional areas and departmental silos
No clear knowledge of what software is installed, how much it is being used and who is using it.
Most software asset management practices lack the maturity to drive maximum business value
Goal of this slide: Discuss why SAM is a difficult task for our customers
Speaking Points:
The primary customer challenges are soaring software costs, changing business needs, software compliance violations, and SAM functioning in silos.
Key points:
Soaring Costs
Find and eliminate unnecessary and unused software. Free up software dollars for new projects
2) Changing Business Needs
Do more with less and do it quicker
3) Software Compliance Violations
Keep your job and stay out of jail. 8 of 10 customers are focused here!
Note that there are many unpublished stories here – they are purposely kept out of the press
Major insurance company received a $16M fine and the CIO was fired – but no press
4) SAM in a Silo
Need to be tied to ‘Business” and broader ITAM

12. IBM’s Unique Approach to Software Asset Management
Only IBM delivers the four essential sets of integrated information required for effective Software Asset Management across all significant environments
What does each software asset cost now and in the future?
Contracts &
Financials
IBM Tivoli
Asset Management for IT
Over Licensed? (Potential Savings) Under Licensed? (Compliance Risk)
License
Compliance
IBM
Tivoli License
Compliance Manager
IBM
Tivoli License
Compliance Manager
for
z/OS
License Use
Software Use
What software assets are in use?
Goal of Slide:
Define Tivoli’s unique end-to-end Software Asset Management capabilities that enables customers to achieve effective Software Asset Management that results in:
Reduced Software License Compliance Risk
Controlled Software Cost
Freed up funds for priority projects
Speaking Points:
IBM Tivoli’s approach…. Collect software inventory data from all significant platforms…. Monitor Software Use on all significant platforms…. Link discovered software inventory and use activity information to license entitlements….and relate all this to the contracts and financial information.
Inventory (License Compliance Manager & License Compliance Manager for z/OS):
Software inventory is not just a list of scanned executables. Sophisticated heuristics combined with a ‘Knowledge Base’ bundle these into a usable inventory of software that is licensed.
The ‘Knowledge Base’ is constantly updated with information derived internally and with License Compliance Manager customers that include all the major outsourcers.
There are many other PC auto-discovery vendors who claim this capability but do not have same level of resources dedicated to ‘Knowledge Base’ improvement nor the extensive customer base to gather data from the field.
Software Use – License Use (License Compliance Manager & License Compliance Manager for z/OS):
Customers cannot take Software Asset Management actions to reduce cost without software use information. Eliminating no and low use software products produce quick financial returns. However, removing software without knowing if it is used can disrupt a key business activity and negate any potential savings.
A relatively small set of other PC auto-discovery vendors provide software use activity
Collecting license use information is essential to determine license compliance. Customers need to understand if they are over-licensed (savings opportunity) or under-licensed (potential compliance problem). In the PC environment the most comment definition of license use has historically been that a product is installed on the c drive. This definition is changing with the introduction of Multi-Core processors which add the complexity of the number of “cores’ where software is capable of running. Currently, in the server and mainframe environments, logical partition or sub capacity deployment and execution information is necessary information to determine license compliance.
Only IBM collects the essential license use information needed to determine license compliance in today’s increasingly complex software license entitlement environment.
License Entitlements (License Compliance Manager & License Compliance Manager for z/OS):
Only IBM enables customers to establish license entitlement information and automatically link software inventory, use activity, and license entitlements to determine if a customer is over-licensed (savings opportunity) or under-licensed (potential compliance problem).
With these three sets of linked Software Asset Management information customers can:
Proactively manage potential software license compliance issues
Software vendor license compliance audits
World Wide impact of Sarbanes-Oxley Act Section 404
Implement Software Cost Management Actions
Identify and reduce no and low use software
Implement efficient server consolidations
Optimize software and hardware capacity upgrades
Use strong vendor contract negotiation leverage
Reduce software fees through competitive replacement
Improve operational performance and reduce maintenance costs
Contracts & Financials (Tivoli Asset Management for IT):
Linking software inventory, use activity, license entitlements to contract terms, conditions, and financials complete the integrated information needed to cost effectively relate software deployment to the customer’s business goals.
Through Tivoli Asset Management for IT’s capabilities customers can now manage software through it’s operational and financial life cycle.
Inventory
What software do I have?
All four questions must be answered to align software spending with business goals
PCs Servers
System z

13. Value Realized By Effective SAM
Compliance Risk Reduction
Software vendor license compliance audits
World Wide impact of Sarbanes-Oxley Act Section 404
Software Cost Management
Identification and reduction of no and low use software
Efficient server consolidations
Optimize software and hardware capacity upgrades
Strong vendor contract negotiation leverage
Reduced software fees through competitive replacement
Improve operational performance and reduce maintenance costs
Invoice validation
Effective charge-back
Disaster recovery and business continuation
Opportunity Creation
Software dollars can be redeployed to fund new software acquisitions and projects that return business value
Goal of Slide: Describe the value of SAM
Speaking Points:
Reduce contract compliance and audit risk:
Contract compliance is a complex undertaking. Software Asset Management (SAM) users can match software contract usage rights with what’s actually deployed and used, so they can proactively manage contract compliance risk. SAM is a powerful tool to prove compliance; it can be successfully used to:
Ensure that software is installed only on licensed equipment
Ensure that unlicensed software isn’t installed and can’t be used
Certify that software de-installed is, in fact, no longer resident
Provide independent, third-party reports that show inventory and usage in an accurate, repeatable way.
Even in the best-run organizations, it’s easy to install software on an unlicensed machine or mainframe LPAR. These installations can lead to substantial financial consequences. SAM automation can be effectively used with your well-defined processes to prove and maintain compliance and help enforce company policies.
Sarbanes-Oxley Section 404
For all publicly traded companies, Sarbanes-Oxley Section 404 requires companies have the proper control policies and procedures to accurately report their assets. Most companies do NOT effectively track and verify software invoices to what’s installed to what’s used to what they have contracted. Therefore they cannot with confidence state they have effective software asset control procedures in place.
The impact of Sarbanes-Oxley is world wide because accounting accuracy and transparency is required to attract equity capital in today’s global financial market environment.
Identification of no and low use software:
Support and maintenance contracts can be drawn down or eliminated for software that is dormant.
Efficient server consolidations:
What could be more valuable than building a cost-driven knowledge foundation that can help you develop effective server consolidation scenarios? Of course, these scenarios are dependent on understanding how the software vendor charges for its software. The most cost-effective scenario depends on whether a software application cost is based on the capacity of the whole server or a sub-capacity Logical Partition (LPAR). If set software fees are based on LPAR capacity, understanding product usage is essential to determining which software applications should be deployed to which LPAR. If other software fees are based on the server's full capacity, a scenario that best controls cost should isolate these applications to a small capacity server while consolidating all other software on large-capacity servers. Server consolidation offers an opportunity to renegotiate Enterprise Licensing Agreements (ELAs). Armed with the right information, a company can negotiate to lower your total cost of ownership. In today’s environment of mergers, acquisitions, and facility consolidations, server or data center consolidations with redundant, underused or out-of-compliance software are often in the critical path to real financial savings.
Cost Effective hardware and software upgrades:
With actual inventory and usage data, the data center team can now manage the upgrade process more efficiently. Optimized hardware planning that will drive real savings can only start with the software inventory, usage, and upgrade fee map fully detailed. With SAM report data, customers can decide to deploy software on an entirely new server, just select LPARs, or just retain a smaller mainframe for specific applications.
Reduce software fees through competitive replacement:
Nothing drives down prices like real competition triggered by exact knowledge. SAM provides the clearest understanding of the usage of all software that has similar functionality. Software asset managers can have informed vendor discussions about which software will survive in the company's new environment, based upon facts. When software asset managers show a software vendor that they know how much their product is being used, which users will need retraining, and what software could replace their product, Software asset managers have demonstrated the real ability to replace their product.
Invoice validation:
The more complex a software contract is, the more likely the invoice will be incorrect. Successful SAM users have achieved significant savings by correcting invalid invoices. Even for simpler licenses, changes in deployment and use that are communicated to the vendor don't always find their way to the vendor's billing system. Too often, the organization has no mechanism for ensuring that the software listed is correct and consistent with the terms and conditions specified in the license agreements. Don't make the mistake of relying solely on the vendor's billing system when a software asset manager can have the facts in their own hands.
Effective charge-back:
What about software asset manager’s customers and charge-backs for services provided? How software asset managers demonstrate that they’re charging customers for the software and services actually used is a continuing challenge. A variety of approaches have been attempted and implemented with varying success. But the key to a successful charge-back process requires allocating software costs based on actual software usage patterns, not guesswork. With SAM tools and reports, customers can now understand how servicing their needs resulted in specific charges to them.
Enhance disaster recovery and business continuation:
Do software asset managers have documented disaster recovery and business continuation plans? With SAM, if anything happens to a company's data center(s), a detailed understanding of software deployment by individual asset and usage patterns is essential to a properly prioritized recovery plan. Another set of critical components is the contract terms and conditions to prepare the company for any contingency. With SAM implemented, you’ve made a strong contribution to document your disaster recovery plan, have proof of vendor obligations, and ensure the continuation of the business.
Opportunity Creation:
Effective software asset management reduces software costs. This frees up software budget funds for new projects that add business value.

14. Tivoli Asset Management for IT 6.2.1
Tivoli Application Dependency Discovery Manager
3rd party discovery tools
Mainframe
Tivoli Usage and Accounting Manager
Enterprise Business Applications (ERP, HR, Finance)
Maximo Asset Management
Tivoli Service Request Manager
Tivoli Integration Adapters
Tivoli Asset Management for IT
IBM NetCool / Precision for IP Networks
Tivoli Integration Adapters
Maximo Enterprise Adapter
Tivoli Provisioning Manager
Tivoli Integration Adapters
Tivoli License Compliance Manager for z/OS
Tivoli Asset Compliance Center (Bundled w/ TLCMz)
Tivoli License Compliance Manager
Servers & PCs

15. Tivoli Asset Management for IT 7.1
Tivoli Application Dependency Discovery Manager
3rd party discovery tools
Mainframe
Tivoli Usage and Accounting Manager
Enterprise Business Applications (ERP, HR, Finance)
CCMDB
Maximo Asset Management
Tivoli Integration Adapters
Tivoli Service Request Manager
IBM NetCool / Precision for IP Networks
Tivoli Asset Management for IT
Tivoli Integration Adapters
Maximo Enterprise Adapter
Tivoli Provisioning Manager
Tivoli Integration Adapters
Tivoli License Compliance Manager for z/OS
Tivoli Asset Compliance Center (Bundled w/ TLCMz)
Tivoli License Compliance Manager
Servers & PCs

16. Tivoli Asset Management for IT 7.2
Tivoli Application Dependency Discovery Manager
3rd party discovery tools
Mainframe
Tivoli Usage and Accounting Manager
Enterprise Business Applications (ERP, HR, Finance)
CCMDB
Maximo Asset Management
Tivoli Integration Adapters
Tivoli Service Request Manager
IBM NetCool / Precision for IP Networks
Tivoli Asset Management for IT
Tivoli License Optimization Manager
Tivoli Integration Adapters
Maximo Enterprise Adapter
Tivoli Provisioning Manager
Tivoli TotalStorage Productivity Center
Tivoli Integration Adapters
Hardware and Software Identification for z/OS
Hardware and Software Identification for Distributed
Distributed Hardware Discovery
Servers & PCs

17. Maximo Asset Management 7.1 Preview

18. Maximo 7 Preview Topics
Enhanced User Interface and Security Capabilities
Migration Manager
Linear Assets
Enhanced Process and Work Management

19. Maximo 7 Preview – Security and UI

20. Conditional, Dynamic Security
Data Restrictions
Control Access Characteristics to Objects and Attributes based on Data and/or User Group
Characteristics include “Read Only” and “Hidden”
Examples:
Tradesmen User Group cannot view WOs in “Waiting Approval” Status
Hide pay rate field on the Labor record based on user group; e.g. Tradesman
Hide WO cost fields for Tradesmen, but visible for Supervisors
WOs in “Complete” Status are read-only for Tradesmen User Group, but not for Planners
Asset records are read-only if the status is “Salvage”
Application Access
Conditional Access to Applications
Read, Insert, Modify and Delete
Conditional Access to Actions
E.g., Change Status, Add to New Parent, View Total Costs, etc.

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

22. Conditional Access

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

24. Conditional UI Control the UI based on Data and/or User Group
Controls characteristics of UI Controls
E.g., Fields, Table Windows, Tabs, Buttons, Actions, etc.
Characteristics include “Required”, “Read Only”, “Hidden”
Examples:
Hide Asset Application Safety tab for IT Users
Different labels, colors, etc on the same field for different groups of users; e.g. “Labor” for US users and “Labour” for Canadian or UK users

25. Conditional UI

26. Maximo 7 Preview – Migration Manager

27. Migration Manager: Maximo Configuration Capabilities
Maximo releases provide increasing configuration capabilities
Fewer customizations (coding)
Current migration process is cumbersome
Manually executed database scripts, export/import
Prone to sequencing errors
Seeding often
incomplete (“I missed
that configuration!”)
OMP Integration
Web Services Library
LIC
Configuration Import/Export
Logging
Properties
Application Designer
Domains
Sets
Cron Tasks
Communication Templates
Escalations
Enhanced Security
Enhanced Workflow
Database Configuration
Reports
Application Designer
Domains
Sets
Cron Tasks
Communication Templates
Escalations
Enhanced Security
Enhanced Workflow
Database Configuration
Enhanced Reports
Security
Workflow
Screen Designer
Database Configuration
Reports
Maximo 5.2
Maximo 6.2.1
Maximo 7.1
Configuration applications in Maximo

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

29. Migration Manager Define Create Distribute Deploy
Manages Packages - containers for Maximo configuration information
Package has a life-cycle:
Define
Create
Distribute
Deploy
Package can be “Snapshot” or “Delta”
Configuration Import/Export also provides:
Snapshot configuration/customization for support purposes (IBM support)
General purpose package-based export/import tool between Maximo environments
Packaged content delivery through OPAL
Maximo solutions and add-ons, including Industry Solutions
Tivoli Process Managers

30. Migration Groups
Migration Groups define logical sets of Objects (and their relationships)
Also defined is the Order, which ensure that data being Migrated is appropriately sequenced
New Groups can be defined in addition to those delivered out of the box

31. Package Definition

32. Package Creation

33. Maximo 7 Preview - Linear Assets

34. Linear Assets
Non linear Assets
Linear Assets
Mobile (fleet, vehicles)
Roads
Fixed Physical Assets (facilities)
Pipelines (sewers, oil pipelines)
Component-based Assets (aircraft, ship)
Railway tracks
Installed, maintained, replaced as a whole
Preserved and restored in place, and in segments
A non Linear Asset occupies a defined space and can be tracked by its location or modeled as part of a parent child hierarchy
Linear Assets have linear properties and often connect with each other by their relationship with the linear infrastructure itself

35. Linear Assets WO 127 WO 128 Speed Limit Lanes Surface Exits Asset A
WO 127
WO 128
Speed Limit
Lanes
4 3
Pavement Concrete
Surface
Exits
Asset A

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

37. Features
Entities such as Mile Posts, Signs, Guardrails, Junctions can be managed as Features, rather than having to create and manage Assets
Features can be Point (e.g., Mile Post, Junction) or Linear (e.g. Guardrails, Mow-able Acreage, )

38. Specifications

39. Relationships Multiple Relationships can be identified between Assets
Precedes and Succeeds (I 95 MD Precedes I 95 PA)
Intersects, Passes Over, Passes Under
Joins, Parallels

40. Maximo 7 Preview - Process and Work Management Enhancements

41. Enhanced Process and Work Management
Multiple Assets, Locations on Work Orders, Tickets
Enhanced Swap capabilities
Automated Flow Control of WO Tasks – Status Management
New WO Task Application
Job Plan Enhancements
Nested Job Plans
Attached Documents at Job Plan Task level
Classification-based Attributes

42. Job Plans
Nested Job Plans – Reusable Processes and Procedures; Generates Work Order Hierarchies
Automated Flow Control – Controls Execution of Work; Automates Processes
Classification Based Attributes – Similar to Asset, Location and Item; Provides Job Specific Attributes to Job Plans and Work Orders

43. Multiple Assets and Locations on Work Orders

44. Q&A Additional Resources Maximo Asset Management
Tivoli Asset Management for IT -
Maximo Info on User Group website (
7 Maximo User Groups currently have presence on
Maximo News
Maximo Mondays listed and here
New category added into TIE for Asset Mgt (coming )
Peer to Peer Knowledge Exchange has Maximo products listed:
January 2007 Executive Interview Article with Anthony Honaker:
August 2007: Executive Interview Article with Jack Young: