IBM Tivoli and Maximo Asset Management Development Update & Maximo 7.1 Preview

1. 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. Building, Facility and Property Assets IT Assets Transportation Assets Production Assets Oil, Steel, Utilities 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

5. 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 IBM Service Management • “Best in Class” Asset & Service Management • Consolidated Infrastructure for EAM, ITAM, Service Management • Modern Open Standards Based Technology 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

7. Maximo Roadmap 2008-2009 H2 2006 2007 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   • 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 Service Providers 6.1  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 Areas of focus for IT AM in 2008 Supported in the current Tivoli IT AM Portfolio Areas enhanced for IT AM in 2007 Capabilities provided by other Tivoli Products

10. What is Software Asset Management (SAM)? IT Service Management IT Asset Management Contracts Hardware Software Software Asset Management SW Cost Trends Labor Cost Trends HW 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

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 IBM Tivoli Asset Management for IT Contracts & Financials What does each software asset cost now and in the future? License Compliance Over Licensed? (Potential Savings)Under Licensed? (Compliance Risk) IBM Tivoli License Compliance Manager for z/OS IBM Tivoli License Compliance Manager License Use Software Use What software assets are in use? 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

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

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

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

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. 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!”) Migration Manager: Maximo Configuration Capabilities • 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. Production Server 2 Production Server 3 Production Server 1 PROD DB PROD DB PROD DB Test Server Development Server DEV DB TEST DB 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

29. Manages Packages - containers for Maximo configuration information Package has a life-cycle: Define Create Distribute Deploy Migration Manager • 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. WO 127 0 40 WO 128 25 50 Speed Limit 65 55 Lanes 4 3 Surface Pavement Concrete Exits Linear Assets Asset A 0 50

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. Additional Resources Maximo Asset Management http://www-306.ibm.com/software/tivoli/solutions/asset-management/index.html http://www-306.ibm.com/software/tivoli/products/maximo-asset-mgmt/ Tivoli Asset Management for IT - http://www-306.ibm.com/software/tivoli/solutions/it-asset-management/ Maximo Info on User Group website (www.tivoli-ug.org) 7 Maximo User Groups currently have presence on http://www.tivoli-ug.org/groups.php?ugtype=Maximo Maximo Newshttp://www.tivoli-ug.org/news.php#acq Maximo Mondayslisted http://www.tivoli-ug.org/events.php#maximo_mondays and here http://www.tivoli-ug.org/events.php New category added into TIE for Asset Mgt (coming 10-11-07) http://tie.tivoli-ug.org/ Peer to Peer Knowledge Exchangehas Maximo products listed: http://www.tivoli-ug.org/p2p/listall_bycat January 2007 Executive Interview Article with Anthony Honaker:http://www.tivoli-ug.org/ec-arch18.php August 2007: Executive Interview Article with Jack Young: http://www.tivoli-ug.org/execcorner.php Q&A