IBM Maximo User's Guide

1 Release s GuideIBM MaximoFirst Edition (January 2007)This edition applies to version 6, release 2, modification 1 of IBM Maximo and to all subsequent releases and modifications until otherwise indicated in new Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table:Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions 2002, Steve Souza Portions 2000-2004, Jason Hunter & Brett McLaughlin. Portions 2004-2005, The Apache Software Foundation ( ). Copyright International Business Machines Corporation 2007. All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM ProductThird-Party InformationAll ProductsPortions 1996-2003 Visual Mining, Inc. Visual Mining NetCharts Server provided by Visual Mining, Inc.

2 IBM MaximoPortions 1995-2004 Actuate 2005 BEA Systems, Inc. BEA WebLogic Server provided by BEA Systems, Inc. Portions 1996-2005, i-net software GmbH. J-Integra for COM 2004 Intrinsyc Software International, DiscoveryMSDE Copyright Microsoft Corporation. 1998-2005 Centennial Software Maximo Asset NavigatorPortions 1993-2002 Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Maximo MobilePortions 2005 DataMirror, 2000-2005 Zaval Creative Engineering Maximo Mobile SEPortions 1996-2005 Syclo, using this information and the product it supports, read the information in Notices on page Notices-1. Copyright IBM Corp. 2007iiiAbout This Guide .. xxiAudience .. xxiHow to Use this Guide .. xxiiHow to Print this Guide .. xxiiDocumentation Conventions .. xxiiiRelated Documentation .. xxivSupport .. xxivChapter 1: Maximo Overview .. 1-1 About Maximo .

3 1-1 Maximo Components .. 1-2 Maximo Modules and Applications.. 1-2 Understanding Databases .. 1-6 Database Components .. 1-6 Columns or Fields .. 1-6 Key Fields.. 1-7 Rows or Records .. 1-7 Tables or Files .. 1-7 Structured Query Language .. 1-8 The Maximo Database Structure .. 1-8 Relational Databases .. 1-8 Maximo Hierarchies .. 1-8 Data Sharing Between Applications.. 1-9 Multisite Overview .. 1-9 Multisite Levels .. 1-9 Multisite and Maximo .. 1-10 Security Overview .. 1-12 Passwords .. 1-13 Workflow .. 1-13 Workflow Capabilities .. 1-13 Understanding Workflow Processes .. 1-14 Using the Workflow Inbox .. 1-15 Chapter 2: Getting Started .. 2-1 System Requirements .. 2-1 Launching Maximo .. 2-1 Signing In to Maximo .. 2-1 Browser Menu and Icons .. 2-2 Maximo Navigation Bar .. 2-3 Signing Out of Maximo .. 2-3 Maximo Start Centers .. 2-4 Start Center Components .. 2-4 Managing Multiple Start Centers.. 2-4 Personalizing Portlets.

4 2-5 Opening an Application .. 2-5 Maximo 's Application Types .. 2-6 Searching the Maximo Database.. 2-6 Using the Search Toolbar .. 2-7 Basic Searches .. 2-8 ContentsivIBM Maximo : User s GuideUsing Saved Queries to Search .. 2-8 Saving a Query.. 2-8 Managing Saved Queries.. 2-9 Using the Find Field to Search .. 2-9 Using the Table Filter to Refine Search Results ..2-10 Field Buttons .. 2-11 Special Characters and Maximo ..2-11 Using Wildcard Characters.. 2-12 Maximo Wildcard Characters ..2-12 Placement of Wildcard Characters ..2-12 Searching for Null Values .. 2-12 Advanced Searching .. 2-13 Using the Advanced Search Option .. 2-13 Using a SQL WHERE Clause to Search..2-13 Viewing Search Results .. 2-14 Using Bookmarks .. 2-14 Adding a Bookmark .. 2-14 Managing Bookmarks .. 2-15 Maximo Application Pages.. 2-15 Maximo Toolbar .. 2-15 Query Menu .. 2-16 Find Field.. 2-16 Select Action Menu .. 2-16 Toolbar Buttons .. 2-16 Tabs and Subtabs.

5 2-17 Record Heading .. 2-18 Sections.. 2-18 Table Windows .. 2-19 Navigating Table Rows (Records)..2-20 Table Window Buttons .. 2-21 Sorting Columns .. 2-22 Filtering Table Windows.. 2-22 Using the Row Details.. 2-23 Default Table Data .. 2-23 Editable Table Windows .. 2-24 Creating New Rows .. 2-24 Paired Table Windows .. 2-25 Maximo Fields .. 2-26 Field Characteristics .. 2-26 Field Help .. 2-28 Creating Records .. 2-28 Types of Maximo Records .. 2-28 Automatic Numbering of Records .. 2-28 Default Field Values .. 2-29 Creating a Record .. 2-29 Entering Values in Fields .. 2-30 Entering Partial Field Values.. 2-30 Entering Dates .. 2-30 Using the Select Value Button .. 2-31 Using the Detail Menu Button ..2-32 Using the Drilldown.. 2-32 Understanding the Detail Display ..2-33 Navigating the Hierarchy .. 2-34 Actions Available from the Drilldown .. 2-35 Using Classifications .. 2-35 Multisite and Classifications .. 2-36 Searching Classifications.

6 2-36 Classifying a Record .. 2-37 ContentsvUnderstanding General Ledger Account Codes .. 2-38GL Account Codes and Maximo ..2-38GL Account Components.. 2-38 Mandatory and Optional Components .. 2-39 Valid Account Definitions .. 2-39 Component Sequences.. 2-40 Entering GL Account Codes .. 2-41 Selecting GL Account Codes .. 2-41 Editing GL Account Codes .. 2-41 Using Attached Documents .. 2-42 Types of Attachments .. 2-42 Attached Documents Administrative Actions .. 2-43 Attaching Documents .. 2-43 Managing Records .. 2-43 Editing an Existing Record .. 2-44 Understanding Record Statuses .. 2-44 Making a Record Inactive .. 2-44 Deleting Records .. 2-45 Chapter 3: The Assets Module .. 3-1 Assets and Deployed Assets.. 3-2 Using Classifications .. 3-2 Interaction Between Asset and Location Records .. 3-2 The Drilldown .. 3-3 Asset/Location Priority .. 3-3 Asset Records .. 3-4 Multisite and Asset Records .. 3-4 Assets and Classifications.

7 3-4 Assets and Companies .. 3-5 Assets and Condition Monitoring .. 3-5 Assets and Contracts .. 3-5 Assets and Deployed Assets .. 3-5 Assets and Items .. 3-6 Assets and Locations .. 3-6 Assets and Meters .. 3-6 Assets and Preventive Maintenance.. 3-7 Assets and Safety .. 3-7 Assets and Work Orders .. 3-8 Asset Types .. 3-8 Using the Assets Application.. 3-8 Asset Buttons .. 3-9 Assets Application Quick Reference .. 3-9 Creating Asset Records .. 3-11 Understanding Rotating Assets ..3-11 Understanding Asset Hierarchies ..3-12 Asset Assembly Structure Elements .. 3-12 Creating Asset Assembly Structures .. 3-13 Applying Item Assembly Structures .. 3-13 Viewing Asset Hierarchies .. 3-14 Managing Asset Records .. 3-14 Asset Users and Custodians .. 3-14 Deleting Meters .. 3-14 Asset Statuses .. 3-15 Decommissioning an Asset .. 3-15 Condition Monitoring .. 3-16 Multisite and Condition Monitoring .. 3-16 Condition Monitoring and Assets/Locations.

8 3-16 Condition Monitoring and Meters.. 3-17viIBM Maximo : User s GuideCondition Monitoring and Preventive Maintenance .. 3-17 Condition Monitoring and Work Orders..3-17 Using the Condition Monitoring Application .. 3-17 Condition Monitoring Application Quick Reference .. 3-18 Creating Measurement Points Records ..3-18 Measurement Point Limits - Gauge Meters .. 3-18 Measurement Point Limits - Characteristic Meters .. 3-19 Managing Condition Monitoring Records..3-19 Generating a Work Order from a Measurement Point .. 3-19 Failure Codes .. 3-20 Understanding the Failure Code Hierarchy .. 3-20 Multisite and Failure Codes .. 3-20 Failure Codes and Assets/Locations .. 3-21 Failure Codes and Work Orders .. 3-21 Using the Failure Codes Application .. 3-21 Failure Codes Application Quick Reference ..3-21 Creating Failure Codes .. 3-22 Building a Failure Hierarchy .. 3-22 Managing Failure Codes .. 3-23 Locations .. 3-23 Multisite and Locations.

9 3-23 Locations and Assets .. 3-24 Locations and Condition Monitoring .. 3-24 Locations and Contracts .. 3-24 Locations and Inventory .. 3-24 Locations and Meters.. 3-24 Locations and Preventive Maintenance ..3-25 Locations and Safety .. 3-25 Locations and Work Orders.. 3-25 Location Types .. 3-26 Using the Locations Application .. 3-26 Locations Application Quick Reference .. 3-27 Creating Locations .. 3-28 Understanding Locations Terms ..3-29 Preparing to Create Locations .. 3-29 Understanding Location Systems..3-30 Planning Location Hierarchies .. 3-30 Creating Hierarchical Systems.. 3-30 Building a Location Hierarchy from an Item Assembly Structure.. 3-31 Creating Network Systems .. 3-31 Viewing Location Hierarchies.. 3-31 Managing Locations.. 3-32 Location Statuses .. 3-32 Decommissioning a Location Record .. 3-32 Meters .. 3-33 Multisite and Meter Records .. 3-33 Meters and Assets/Locations.. 3-34 Meters and Condition Monitoring.

10 3-34 Meters and Inventory .. 3-34 Meters and Meter Groups .. 3-34 Meters and PMs .. 3-35 Meter Types .. 3-35 Using the Meters Application .. 3-35 Meters Application Quick Reference .. 3-35 Creating a Meter Record .. 3-36 Managing Meters .. 3-36 Deleting a Meter Definition .. 3-36 ContentsviiMeter Groups .. 3-36 Multisite and Meter Groups .. 3-37 Meter Groups and Assets/Locations .. 3-37 Meter Groups and Items .. 3-37 Meter Groups and Meters .. 3-37 Using the Meter Groups Application .. 3-37 Meter Groups Application Quick Reference ..3-38 Creating Meter Groups .. 3-38 Managing Meter Groups .. 3-38 Modifying Meter Groups .. 3-38 Deleting a Meter Group .. 3-39 Chapter 4: The Contracts Module.. 4-1 Contract Types .. 4-2 Contract Details .. 4-3 Contracts and Terms and Conditions .. 4-3 Contract Statuses .. 4-4 Revising Contracts .. 4-5 Labor Rate Contracts .. 4-6 Multisite and Labor Rate Contracts .. 4-6 Labor Rate Contracts and Company Records.