MXES – Asset Center Product Description Guide

MXES – Asset Center Product Description Guide - Part One

MXES – Asset Center Product Description Guide - Part Two

MXES – Asset Center Product Description Guide - Part Three

MXES – Asset Center Product Description Guide - Maximo Options

This guide is intended to provide you with a description of the modules and applications that are
delivered in Maximo Asset Center, which is one of the Maximo Enterprise Suite of products.

This guide is provides a brief description of each Asset Center application, organized by module name.

March 2005 Page 2

Administration:

•Organizations - Used to setup the organizations and sites to be used within Maximo.
• Classifications – Used to create classifications and establish an overall classification hierarchy.
• Bulletin Board – Used to create, post and view messages as well as to broadcast information to users of the Maximo system.
• Communication Templates – Used to create and manage generic communication templates that Maximo users can
leverage to standardize frequently used e-mail communications (also known as notifications).
• Calendars – Used to indicate working time for equipment, craft and labor records for an organization and its
associated sites.
• Sets – Used to create a framework for sharing item and company (vendor) data across multiple organizations.
• Work View – Used to make queries available for display in the Result Set portlet of a Maximo user’s Start Center.
• Deployed Assets

o Adapter Conversion – Used to establish standard naming conventions for computer adapters in deployed assets, both media adapters (such as video and sound cards) and network adapters
without affecting the adapter data in Maximo's deployed assets database tables.
o Manufacturer Conversion – Used to establish standard naming conventions for manufacturers of deployed assets, including computers, printers, and network devices without affecting the
manufacturer data in Maximo's deployed assets database tables.
o Operating System Conversion – Used to establish standard naming conventions for computer operating systems in deployed assets without affecting the operating system data in Maximo's
deployed assets database tables.
o Processor Conversion – Used to establish standard naming conventions for central processors (CPUs) installed on computers in deployed assets without affecting the processor data in
Maximo's deployed assets database tables.
o Software Conversion – Used to establish standard naming conventions for computer software applications and apply only to individual software applications, not application suites.
o Software Suite Setup – Used to specify a suite name, suite version (optional), and the component applications that belong to the suite.
o Software Usage Setup – Used to define information about software usage frequency, create new software usage records and to view, edit, and delete existing software usage records.

• Reconciliation

o Tasks – Used to create, view, modify, duplicate, and delete reconciliation task records.
o Task Filters – Used to specify a subset of either authorized assets or deployed assets to evaluate when
Maximo executes a reconciliation task
o Link Rules – Used to establish the basis for reconciliation by identifying which top-level IT asset to compare
with a computer, network printer, or network device in deployed assets. (A required component of a
reconciliation task)
o Comparison Rules – Used to identify objects or attribute(s) of child or parent IT assets to compare with
objects or attribute(s) of child or parent deployed assets when Maximo executes a reconciliation task. (A
reconciliation task can include more than one comparison rule)
o Link Results – Used to display a single page that lists the successful one-to-one links between IT assets
and deployed assets.
o Reconciliation Results – Used to view results generated when Maximo executes a reconciliation task.
(Also used to delete reconciliation results)

Assets:

•Assets – Used to store asset numbers and corresponding information such as parent, location, vendor, up/down status, and maintenance costs for each asset.
• Locations – Used to enter and track locations for assets and organize these locations into logical hierarchical systems or network systems.
• Failure Codes – Used to build and display failure hierarchies, which help you construct accurate histories of the failures that affect your assets and operating locations.
• Deployed Assets

o Computers – Used to display data about computers deployed in the enterprise including
information about the computer itself, computer's software, storage devices, processors, media adapters (such as sound and video cards), communication devices (such as modems and network adapters), network settings for TCP/IP and IPX, image devices (such as printers and scanners), displays, and users.

March 2005 Page 3

o Network Devices – Used to display data collected from network devices and their network device
cards.
o Network Printers – Used to display data collected from network-based printers.

Configuration

• Domains – Used to maintain lists of defined values that appear in drop-down lists (sometimes referred to as value
lists).
• Database Configuration – Used to create or modify the objects and attributes used by Maximo applications.
• Application Designer – Used to create new applications (clones and custom applications) or to tailor the pages of
an existing Maximo application.
• Cron Task Setup – Used to manage cron tasks. Cron tasks are behind-the-scene jobs set to run automatically and
on a fixed schedule.
• Workflow

o Workflow Designer – Graphical application that is used to create a series of paths for records to flow through, called a workflow process.
o Roles – Used to mange roles within Maximo.
o Workflow Administration – used to view and modify assignments within Workflow, Escalation and SLA processes.
o Actions – Used to manage the administrative functions of creating actions and action groups within Workflow, Escalation, and Service Level Agreement (SLA) processes. Actions are scheduled events that occur when a record leaves a Workflow node.

• E-Mail Listener Configuration – Used to receive and process incoming e-mail messages.
• Escalations – Used to automatically monitor critical processes across your enterprise. The primary goal of Escalation Management is to ensure that critical tasks are completed on time, such as those defined in SLAs.

• Purchase Contracts – Used to create, modify, and view contracts with outside vendors.
• Lease/Rental Contracts – Used to define the overall terms and conditions of the agreement between a vendor and a customer regarding one or more rotating assets.
• Labor Rate Contracts – Used to define multiple labor rates for specific crafts and skills, and optionally labor records. Within the Labor Rate Contract application you can manage outside labor and the corresponding rates.
• Master Contracts – Used to associate many contract types for a particular vendor. A Master Contract defines the relationship with a vendor and contains terms and conditions that apply to the contracts created and listed under it.
• Warranty Contracts – Used to maintain one or more assets for an outside service provider for a fixed fee, or regularly scheduled payment over a time period; or to track warranty information for multiple assets or locations by time or meter.
• Terms & Conditions – Used to maintain a library of terms and conditions that can be added to a purchasing document or contract. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

• Chart of Accounts – Used to establish general ledger (GL) account fields in Maximo with definitions equivalent to those used with the rest of your financial data processing system.
• Currency Codes – Used to define currency codes and to specify which codes can be used in Maximo.
• Exchange Rates – Used to set up exchange rates used for converting currencies in Maximo.

Inventory:
.

• Item Master – Used to define items that will be stocked in your storerooms. You group these items in an item set, which can then be shared by the organizations using that item set.
• Service Items – Used to define and manage purchased services.
• Inventory – Used to enter, display and update information on each inventory item.
• Issues & Transfers – Used to issue or transfer items from storerooms, or to return items to storerooms.
• Condition Codes – Used to create and maintain a master list of condition codes for a particular item set.
• Storerooms – Used to add and maintain information about storeroom locations, as well as view the items stocked within a storeroom.

• Job Plans – Used to create, modify, or delete job plan records that are detailed description of work to be
performed for a work order.
Purchasing:
•Purchase Requisitions – Used to ask the purchasing department to order materials or services

March 2005 Page 4

• Purchase Orders – Used to purchase materials or services from an internal supplier or an external vendor.
• Receiving – Used to receive materials into inventory and record the receipt of services.
• Invoices – Used to record invoices and match against purchase orders and receipts for approval.
• Request for Quotations – Used to request and manage vendor quotations.
• Companies – Used to manage data on manufacturers, vendors, and other companies that do business with you.
• Company Master – Used to create company master records that belong to a particular company set.
• Terms & Conditions - Used to maintain a library of terms and conditions that can be added to a purchasing document or contract. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

Reporting:

• KPI Manager – Used to create Key Performance Indicators (KPIs) to track critical performance variables over time.
• Report Administration – Used to create reports, generate and preview request pages, add parameters, display reports as toolbar icons, email reports, or specify a schedule for running a reports.

• People – Used to maintain records of people.
• Person Groups – Used to maintain person groups. A person group consists of people, who may or may not be workers.
• Crafts – Used to maintain craft records.
• Labor – Used to maintain labor group records.
• Qualifications – Used to create qualifications and certification requirements for qualifications.

• Work Order Tracking – Used to plan, review, and approve work orders for assets and locations.
• Labor Reporting – Used to report the type and total number of hours of work that was performed by external contractors or internal employees.
• Quick Reporting – Used to report work on open work orders or small jobs.
• Assignment Manager – Used to dispatch urgent work and schedule future work requirements.
• Service Requests – Used to create, view, and resolve service requests from customers.

Self-Service:

• Service Request:

o Create Service Requests – Used by self-service users to create new service requests.
o View Service Requests – Used by self-service users to view existing service requests.

• Desktop Requisitions

o Create Requisition – Used to create and submit a desktop requisition containing Requisition Description,
Shipping Info, Charge Info, and Requisition Lines
o View Requisitions – Used to search for, view, and change the status of existing requisitions
o View Templates – Used to view specific information about requisition templates, including shipping addresses, charge information, and line item details and edit the template requisitions and create new requisition from the templates.
o View Drafts – Used to view your draft requisitions, and be able to edit them.

Security:

• Security Groups – Used to grant access to sites, applications and menu options. A user is assigned to one or more
groups to gain access to the system.
• Users – Used to add and manage Maximo users.

March 2005 Page 5

In addition to core IT Asset Management functionality, Maximo Asset Center includes the following:

• Maximo Enterprise Adapter – Used to generate integrations and web services for Asset Center.
• Maximo Fusion – Used to load data collected by disparate autodiscovery or inventory systems into one
central repository for enterprise technology resource management and decision support.
• Maximo E-Commerce Adapter - Used to enable buyers to dynamically collaborate with their suppliers, partners and electronic marketplaces.

Maximo Asset Center - Options:

• Service Level Agreements – Used to create and manage service level agreements
• Service Catalog – Used to define all services that are provided or procured.

Maximo Mobile Suite – Used to provide workers access to Maximo remotely from hand-held computing devices.

March 2005 Page 6