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IBM SG24-7645-00 manual Configuration, Getting started, 7645config.fm

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Chapter 6. Configuration

Once the installation is complete there are several tasks that will need to be completed before we can enable the users to start using the system.

Such tasks usually have to be carried out by the system administrator and will be discussed in this chapter.

Note: The following steps assume you have created a empty database and have not created the demo database, this chapter is not applicable to a demo install.

6.1 Getting started

The following are the main topics covered in this section:

–User Management

–Organization and Site setup

–Initial Configuration and Data import sequence

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IBM SG24-7645-00 manual Configuration, Getting started, 7645config.fm

Contents

Implementer’s Guide ibm.com/redbooksLearn about configuring the environment Maximo Asset Management EssentialsPage Draft Document for Review May 23, 2008 10:14 am International Technical Support Organization7645edno.fm Maximo Essentials V7.1 - Implementer’s GuideThis document created or updated on May 23, First Edition May7645edno.fm 7645TOC.fm ContentsivMaximo Essentials V7.1 - Implementer’s Guide 7645TOC.fm7645TOC.fm ContentsviMaximo Essentials V7.1 - Implementer’s Guide 7645TOC.fmDraft Document for Review May 23, 2008 10:14 am 7645spec.fm NoticesDraft Document for Review May 23, 2008 10:14 am 7645spec.fm TrademarksThe team that wrote this book Preface7645pref.fm xMaximo Essentials V7.1 - Implementer’s Guide 7645pref.fmDon Busiek, IBM Dave Calvert, IBM Tom Davis, IBM 7645pref.fmComments welcome Become a published author7645pref.fm 1.1 Enterprise asset management overview Chapter 1. Introduction7645introduction.fm 7645introduction.fm 1.2Maximo Asset Management Essentials7645introduction.fm 1.2.1 General Functional OverviewChapter 1. Introduction Asset Management 1.2.2 Modules7645introduction.fm 7645introduction.fm Work Management7645introduction.fm Service ManagementMaterials Management Procurement Management7645introduction.fm Contract Management8Maximo Essentials V7.1 - Implementer’s Guide 7645introduction.fmDraft Document for Review May 23, 2008 10:14 am 7645New.fm Chapter 2. Maximo Asset Management EssentialsHas straight-forwardlicensing 7645New.fm7645New.fm Draft Document for Review May 23, 2008 10:14 amMaximo Asset Management Maximo Asset Management 7645New.fmLogical 7645New.fmDraft Document for Review May 23, 2008 10:14 am Maximo Asset ManagementMaximo Asset Management 7645New.fmPurchase Orders 7645New.fm Draft Document for Review May 23, 2008 10:14 amMaximo Asset Management 16Maximo Essentials V7.1 - Implementer’s Guide Service Requests7645New.fm Maximo Asset Management7645ProjPlan.fm Chapter 3. Project Planning7645ProjPlan.fm 3.1 Required SkillsProject Manager Business AnalystTesters Solution ArchitectDatabase Administrators Maximo Developer7645ProjPlan.fm 3.2 Solution Description and AssumptionsApplication Server Specialist Integration Specialist7645ProjPlan.fm Figure 3-1Solution architecture7645ProjPlan.fm Phase 1: Requirement Gathering and AnalysisPhase 2: Solution Design 3.3Task Break Down7645ProjPlan.fm Phase 3: Deployment7645ProjPlan.fm Phase 4: Testing and Go-Live7645ProjPlan.fm Phase 5: SupportExpectations from the Customer Phase7645SolEnv.fm Chapter 4. Solution Environment7645SolEnv.fm 4.1 Hardware and Software RequirementsBrowser DatabaseSoftware Directory server7645SolEnv.fm Draft Document for Review May 23, 2008 10:14 amHardware Administrative systemJ2EE Application Server 7645SolEnv.fm7645SolEnv.fm 4.2 Typical deployment environments4.2.1 Single-server Client system7645SolEnv.fm 4.2.2 Multi-server32Maximo Essentials V7.1 - Implementer’s Guide 7645SolEnv.fm 4.3 Sizing ConsiderationsFigure 4-2 Multi-ServerDeployment Maximo 7645SolEnv.fmMaximo MaximoMaximo 7645SolEnv.fmDraft Document for Review May 23, 2008 10:14 am MaximoMaximo 7645SolEnv.fmMaximo Maximo7645install.fm Chapter 5. InstallationMaximo Asset Management Essentials 5.1 Pre-Installationchecklist5.1.2 Verifying the DVD Content 5.1.1 Hardware/Software considerations5.1.6 Disabling the firewall 5.1.3 Backup/Snapshot Management5.1.4 JDK/JRE 5.1.5Internet Browser7645install.fm 5.1.9Setting the ulimit7645install.fm 5.2 Installation flowchart5.1.10 Setting shared memory 5.1.11Enabling remote configuration1.Installing the required middleware 7645install.fmFigure 5-1Installation Flowchart 7645install.fmPrepare the Topology J2EE server 5.3 Middleware Installation5.3.1 Installing middleware overview Database server7645install.fm Using the Middleware Installer3.Tivoli Directory Server 4.WebSphere Vchmod -R+755 launchpad.sh 7645install.fmFigure 5-2Middleware features selection 7645install.fm48Maximo Essentials V7.1 - Implementer’s Guide 7645install.fmDefault Value if any 7645install.fmParameter DB2 users group Windows only 7645install.fmDefault Value if any ParameterWebSphere Administration username 7645install.fmFigure 5-5Middleware Installer Image 7645install.fm52Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-6Manage Middleware Deployment Plan Draft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-7Middleware Deployment Plan 54Maximo Essentials V7.1 - Implementer’s GuideUser interface logs 5.3.2 Tivoli middleware installer logs7645install.fm 7645install.fm Logs for steps run by the user interfaceDeployment plan logs Machine plan logsLogs for substeps 5.4 Installing Maximo corfe components TPAP7645install.fm 58Maximo Essentials V7.1 - Implementer’s Guide 7645install.fm5.From the Choose Deployment panel, select the Custom deployment topology, and then click Next 7645install.fm7645install.fm NextFigure 5-10DB2 Administration 7645install.fmDraft Document for Review May 23, 2008 10:14 am Draft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-11DB2 Tablespace 62Maximo Essentials V7.1 - Implementer’s GuideFigure 5-12Maximo Application Server Type 7645install.fmFigure 5-13WebSphere Connectivity 7645install.fm64Maximo Essentials V7.1 - Implementer’s Guide 11.From the Automate WebSphere configuration panel, select Automate WebSphere configuration, and then click Next. If you choose not to have the Maximo Asset Management Essentials installation program automatically configure the middleware, you will have had to configure WebSphere manually prior to the installation of Maximo. Configuration tasks include creating a profile, running WebSphere as a Windows service, copying the WebSphere keystore file from the machine where WebSphere is installed to the administrative workstation, setting up JMS queues, and so on 7645install.fmFigure 5-15Automate WebSphere configuration 7645install.fm66Maximo Essentials V7.1 - Implementer’s Guide 13.From the WebSphere Application Server Configuration panel, enter the following information, and then click Next 7645install.fm68Maximo Essentials V7.1 - Implementer’s Guide 7645install.fmFigure 5-18Security 7645install.fmDraft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-19Integration Adapter JMS Configuration 70Maximo Essentials V7.1 - Implementer’s GuideFigure 5-20Input Summary 7645install.fmDraft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-21 Pre-InstallationSummary 72Maximo Essentials V7.1 - Implementer’s GuideDraft Document for Review May 23, 2008 10:14 am 7645install.fmFigure 5-22Language Support –DB2 COPY Services –DB2 Governor 7645install.fm–IBM Tivoli Directory Server Instance 7645install.fm7645install.fm 5.5 Process solution package installation76Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am Have Middleware Login Information AvailableEnsure Middleware Servers Are Started 7645install.fm2. Allow the package to be validated, click Next 7645install.fmDraft Document for Review May 23, 2008 10:14 am 7645install.fm–Defer Maximo Application Redeployment –Defer the update of the Maximo Database7645install.fm Figure 5-28Package Options 7645install.fmFigure 5-29Deployment Progress 7645install.fm82Maximo Essentials V7.1 - Implementer’s Guide 7645install.fm 5.6 Post Installation TasksFigure 5-30Package Successfully Deployed 7645install.fm Password:maxadmin7645install.fm 5.6.5 Report Administration5.6.4 Ensure Client Connectivity Generate Request pages86Maximo Essentials V7.1 - Implementer’s Guide 7645install.fmFigure 5-31Reporting Administration Figure 5-32Generate Request pages success7645install.fm Generating report output88Maximo Essentials V7.1 - Implementer’s Guide 7645install.fmFigure 5-34Run Reports Figure 5-35Labor ListFigure 5-36Request Page 7645install.fm5.Click Submit Draft Document for Review May 23, 2008 10:14 am7645install.fm 5.6.6 Attached Documents Configuration7645install.fm Tip: Search on the word “DocumentRoot”7645install.fm Client MachineFigure 5-38Example Single Machine Configuration Machine Platform Configuration7645install.fm SubmitAttached Document ClientMachine5.6.10 Assess the server workload 5.6.8 Create Backup/Image of the environment5.6.9Automate the Backup Procedure 5.6.11 Client Local/Regional Settings PropertiesSecure Socket Layer SSL Overview Configuring Secure Socket Layer To implement SSLInternet Explorer Settings 5.6.12 Internet and Firewall SecuritySettings 5.6.13 SMTP mail exchange server setup7645install.fm 5.7.1 System Properties Application 5.7 Setting the System and Logging properties7645install.fm 7645install.fm 5.7.2 Logging Application–DEBUG –INFO –WARN –ERROR –FATAL 7645install.fm100Maximo Essentials V7.1 - Implementer’s Guide 7645install.fmDraft Document for Review May 23, 2008 10:14 am 7645config.fm Chapter 6. Configuration6.1 Getting started 7645config.fm Signing in using a default user IDChanging the user password 6.1.1 User Management7645config.fm 6.1.2 Organization and Site setup2.Go to Select Actions Disable validation optionsCreate currency codes Create item and company sets7645config.fm Create a general ledger account componentCreate an organization C:\ibm\SMP\maximo\tools\maximo\configdb.bat7645config.fm 7.Click New Row on the GL Accounts for tab Create a general ledger account7645config.fm 7645config.fm Create default insert siteCreating a site Signing out and signing inNature of work performed in this 7645config.fmDraft Document for Review May 23, 2008 10:14 am Sub ApplicationSuggested 7645config.fmSub Application Nature of work performed in this6.2 Reporting 6.2.1Report Administration7645config.fm Draft Document for Review May 23, 2008 10:14 am 6.2.2 BIRT Configure Reports7645config.fm asterisk are required parametersThe following options are available 7645config.fm–Click Save Report to apply the changes 7645config.fm7645config.fm 6.2.3 BIRT Run ReportsFigure 6-4Report Menu Draft Document for Review May 23, 2008 10:14 am 7645config.fmFigure 6-5Selecting a Report to Run 116Maximo Essentials V7.1 - Implementer’s GuideDraft Document for Review May 23, 2008 10:14 am 7645config.fmFigure 6-6Run Request Figure 6-7Incident Report 7645config.fm118Maximo Essentials V7.1 - Implementer’s Guide Draft Document for Review May 23, 2008 10:14 am 7645config.fmFigure 6-8Report Scheduler 120Maximo Essentials V7.1 - Implementer’s Guide 7645config.fmDraft Document for Review May 23, 2008 10:14 am Management Essentials modules and applications Appendix A. Summary of Maximo Asset7645ax01.fm DESCRIPTION 7645ax01.fmMODULE/SUB-MODULE APPLICATIONAPPLICATION 7645ax01.fmDraft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULEDESCRIPTION 7645ax01.fmMODULE/SUB-MODULE APPLICATIONAPPLICATION 7645ax01.fmDraft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULEDESCRIPTION 7645ax01.fmMODULE/SUB-MODULE APPLICATIONAPPLICATION 7645ax01.fmDraft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULEDESCRIPTION 7645ax01.fmMODULE/SUB-MODULE APPLICATIONAPPLICATION 7645ax01.fmDraft Document for Review May 23, 2008 10:14 am MODULE/SUB-MODULE130Maximo Essentials V7.1 - Implementer’s Guide 7645ax01.fmDraft Document for Review May 23, 2008 10:14 am Online resources Related publicationsIBM Redbooks Other publications7645bibl.fm How to get RedbooksHelp from IBM IBM Global ServicesIndex Draft Document for Review May 23, 2008 10:14 am 7645IX.fmMaximo Essentials V7.1 - Implementer’s Guide Maximo Essentials Implementer’s GuideMaximo Essentials Implementer’s Guide Maximo Essentials V7.1 - Implementer’s Guide7645spine.fm Maximo Essentials Implementer’s GuideMaximo Essentials Implementer’s Guide Draft Document for Review May 23, 2008 10:14 amPage INTERNATIONAL TECHNICAL SUPPORT ORGANIZATION Offering targeted for general business clientsStart planning a deployment Maximo Essentials Implementer’s Guide