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How to Choose the Right Maximo Upgrade Option
- 1. 1 H O W T O F I N D O U T W H I C H O P T I O N I S R I G H T F O R Y O U M a x i m o U p g r a d e s
- 2. 2 P a t r i c k K e n n e y B u s i n e s s D e v e l o p m e n t pkenney@cohesivesolutions.com 770-380-5004 MEET OUR TEAM
- 3. 3 T O D A Y ’ S O B J E C T I V E S : . . 1. Summarize IBM’s Maximo 7.5.x EOS Announcement 2. Review Support Options 3. Review Upgrade Strategies
- 4. 4 E N D O F S U P P O R T How much longer will your version be supported? C U S T O M I Z AT I O N S Upgrading provides you with the ability to eliminate unnecessary customizations. N E W F U N C T I O N A L I T Y Have you seen what’s new in 7.6? Maximo 7.6 Preview Site T E C H N O L O G Y Aging technology is a risk inherent in older releases. WHY UPGRADE? There are a variety of reasons based on your organization’s priorities and needs.
- 5. 5 I B M M A X I M O R E L E A S E S : . . Maximo V7.1 • May 2008 Maximo V7.5 • April 2011 Maximo V7.6 • Dec 2014 • On April 11th, 2017 IBM announced “End of Support” for Maximo Release 7.5.x • After April 30th, 2018 fixes, patches, and telephone support are no longer provided for by IBM for Maximo 7.5.x products for customers not covered by IBM’s Extended Support Link to IBM Announcement Letter: http://www- 01.ibm.com/common/ssi/ShowDoc.wss?docURL=/common/ssi/rep_ca/7/ 897/ENUS917-037/index.html&lang=en&request_locale=en
- 6. 6 W H A T A R E M Y S U P P O R T O P T I O N S F O R M A X I M O 7 . 5 . X ? : . . 1. Continue using your Maximo 7.5.x licenses without an Subscription & Support (S&S) agreement • No access to the latest release(s) • Access to the IBM Knowledge Center 2. Renew your annual S&S with IBM or Cohesive (authorized IBM Business Partner) • Access to the latest release(s) • Access to the IBM Knowledge Center • No IBM Phone Support 3. Sign up for IBM Extended Support for Maximo 7.5.x • Access to the latest release • Access to the IBM Knowledge Center • IBM Phone Support
- 7. 7 W H I C H U P G R A D E S T R A T E G Y I S R I G H T F O R Y O U ?
- 8. 8 NOT ALL UPGRADES ARE CREATED EQUAL It is important to map out the objectives of your anticipated upgrade to manage cost, schedule, and scope.
- 9. 9 F I R S T – L E T ’ S T A L K M E C H A N I C S O F A N U P G R A D E
- 10. 10 WHAT IS UPGRADED? APPLICATIONS Changes made to applications through Maximo configuration tools such as application designer and Database configuration. CONFIGURATIONS Configuration Changes such as system properties, escalations, cron tasks, domains, are all upgraded. REPORTS Updated OOB BIRT Reports and new libraries are delivered. In addition, if you choose to do so Cognos is available with 7.6. Reporting INTEGRATIONS Integrations done through Maximo Integration Framework are upgrade.
- 11. 11 Maximo 4 • Must be at Patch 8 • Upgrade to Max 5.1.0 Maximo 5 • 5.1.0 – No patches • 5.1 – Patch 5 • 5.2 – Patch 5 • Install 6.5.1.1 Upgrade Utilities (+Hotfix) Maximo 6 • 6.2.8 Fixpack must be installed Maximo 7.1 • 7.1.1.13 Fixpack must be installed Maximo 7.5 • 7.5.0.11 Fixpack must be installed Maximo 7.6 • Apply Feature Pack 7.6.0.7 U P G R A D E P A T H
- 12. 12 12 U p g r a d e E x a m p l e – M a x i m o 6 . 2 t o 7 . 6 6.2.8 7.1.1.13 7.5.0.11 7.66.2.x Integrity checker Data repair (SQL) Upgrade DB scripts Validation
- 13. 13 13 Cohesive Zero Downtime Upgrade Option Production 6.2.x SRO/SDU Transformation /Sync Production Snapshot 6.2.x Upgraded 7.6 Apply new configuration changes Maximo Upgrade Process Cohesive Zero Downtime Upgrade Webinar
- 14. 14 # 1 - L I K E F O R L I K E U P G R A D E S
- 15. 15 L I K E F O R L I K E • Preserves existing functionality, configurations, and customizations • Minimal re-training / business impact • Does not leverage new capabilities in the latest release • Low investment • Addresses technology obsolescence
- 16. 16 THE LIKE FOR LIKE UPGRADE... Considerations to make when pursuing a Technical Upgrade M A X I M O Level of effort for a technical upgrade is directly correlated to the current version of Maximo you are running and customizations D ATA B A S E Existing database size and version. I N F R A S T R U C T U R E Server, OS, Hardware, Middleware, SAN, VMWare. S C A L A B I L I T Y Do you plan on bringing another user population onto the system in the future?
- 17. 17 # 2 - F U N C T I O N A L U P G R A D E
- 18. 18 FUNCTIONAL • Leverages many new capabilities in the latest release • Return to a more ‘out-of-the-box’ functionality • Enhances user experience • Increases reporting capabilities • Moderate re-training needed • Higher investment / Higher return on investment • Addresses technology obsolescence
- 19. 19 FUNCTIONAL UPGRADES Considerations to make when pursuing a Functional Upgrade C H A N G E What amount of change can your organization manage? PA I N P O I N T S What are the biggest pain points the organization is facing that the upgrade is attempting to resolve? B U S I N E S S P R O C E S S Are you upgrading a bad process into a shiny new system? U S E R E X P E R I E N C E User interface improvements and mobile support?
- 20. 20 # 3 – E X P A N D E D F U N C T I O N A L
- 21. 21 EXPANDED FUNCTIONAL • Business Process Optimization • Leverages new capabilities in the latest release • Enhances user experience • Increased reporting and analytics capabilities • Opportunity to reimplement foundational data elements • Highest investment / Significant increase in business value
- 22. 22 EXPANDED FUNCTIONAL UPGRADES Considerations to make when pursuing an Expanded Functional Upgrade B U S I N E S S P R O C E S S E S New or Significant changes to business processes. D ATA How would you rate your data quality? Are we migrating all data from legacy versions? C U S T O M I Z AT I O N S Can we reduce customizations and return to a more OOTB configuration? M O B I L E S T R AT E G Y Does your organization have a mobile strategy?
- 23. 23 GET ORGANIZED No matter what kind of upgrade you are pursuing, these areas need attention U P G R A D E T E A M C H A N G E M A N A G E M E N T T E S T I N G P L A N T R A I N I N G P L A N Your upgrade team matters. It is important to have key people from all functional areas involved. How will we test our new system? What is the best way to communicate to and train our users? Upgrades can amplify an organizations strengths and weaknesses.
- 25. 25 C O N N E C T W I T H U S @cohesive1 www.facebook.com/cohesivesolutions https://www.linkedin.com/company- beta/265980/
Editor's Notes
- Good afternoon everyone and thank you for attending our webinar session today “Maximo Upgrades, How to find which option is right for you”!! My name is Patrick Kenney with Cohesive Solutions. We will give it a few minute to let everyone get in the session. I want to do a quick test to make sure everyone can hear me ok? I see Garrett Gupton from Southern on the line, Garrett if you could just hit the raise my hand flag, can you hear me ok?
- EOS 7.5 Announcement I’m joined today by one of our solution architects Sean-Clark McCarthy. Sean has been around Maximo implementations and Maximo upgrades for quite a while, and brings a depth of knowledge and experience in the many areas the Maximo solution touches. The content being shared today comes at a very good time as Sean along with our team have just successfully wrapped up an upgrade for a large utility in Texas at the beginning of May. Sean thanks for joining, would you like to give everyone a brief introduction of yourself? For the next 30 minutes we will be discussing Upgrades and Maximo We will close it out with some Q&A at the end. This webinar will be recorded and placed on our website for future viewing under our “resources page” if you would like to share it with your peers and members in the Maximo community.
- Today we are not talking about everything in 7.6 and the new features and functions, but we will talk about why organizations upgrade and the common strategies they adopt when pursuing an upgrade. We hope the content shared today can better frame the conversation within your organization about which upgrade strategy fits your needs.
- Though not an exhaustive list of reasons to pursue an upgrade. Below we have identified a few reasons why an organization might pursue an upgrade…. Support Deadlines: Support Deadlines are a contributing factor when considering an upgrade. How much longer your Software is supported can determine the when and how you go about an upgrade. We will get into this a little more on the next few slides. Software maintenance programs are a key component of your software licensing, however there comes a point in time when vendors discontinue support for older releases or support them at significantly higher fees. Upgrading will allow you to mitigate this risk and provide some level of cost benefit. New Functionality: New functionality and an improved user experience is another potential reason to pursue an upgrade. Maybe the latest release contains certain functions and features your organization has been waiting for? (Improved UI, Work Centers, Reporting, Performance Updates). For those of you who haven’t had a chance to see and put your hands on 7.6, the link provided is the preview site which you can use as a petting zoo. Customizations: (Should you have a heavily customized Maximo solution _____Upgrades provide the opportunity to evaluate certain areas of your application to determine if the latest release can fill the gaps for which previous customizations were developed. Customizations are sometimes necessary, yet you may find through the adoption of the latest release your need for extensions and workarounds is eliminated allowing a return to a more OOTB configuration. This ability to reduce customizations allows future upgrades to be adopted in a timelier and more efficient manner. When custom code or extended functionality is developed, there is always the chance the code won’t work properly in the latest release, so extra development and validation may be required. Through the combination of business process improvements and added functionality, the latest release can offer you ability remove and reduce customizations allowing your organization to adopt future upgrades in a timelier and more efficient manner. This could also manifest itself in internal IT staff spending more time dedicated to valuable projects and less time redeveloping and remediating code issues. Technology: Aging technology is a risk organizations must manage, and technology obsolescence can be a key driver in why a company might pursue an upgrade. This is also a great time to look at your Cloud vs. On-Premise strategy to examine if hosting Maximo is something beneficial to your business. As technology evolves, databases and hardware platforms supporting your enterprise applications are no longer sustainable or IT support for those systems in your organizations become limited. It is important to assess the risk associated with an aging technology stack or footprint an ensure you are positioned to move forward with the latest equipment. When pursuing an upgrade, it is also a great time to assess your strategy around cloud vs. on-premise.
- Some of you may have heard early last month of IBMs announcement of EOS for version 7.5. Below is a timeline of the last three major Maximo releases and their release dates. This timeline can give you a good idea as to the various release dates of legacy Maximo version and the support deadlines associated with each. If you would like a copy of the IBM annoucement letter yourself please follow the link at the bottom of this slide.
- What are your support options for Maximo 7.5??? If we fast forward to April 2018 when EOS goes into effect for 7.5.x products. The way Maximo is sold is it is a perpetual use license, which means you can use that license in perpetuity whether you are on support or not. The option to renew maintenance is yours, most customers do renew. Option 1 is for your organization to continue using your Maximo 7.5 licenses without a current S&S agreement. You can continue to use these licenses until the cows come home, however you will not have access to the latest release of Maximo, but will maintain access to the IBM Knowledge Center. In order to get access to the latest release you will need to choose option 2. Option 2 is to renew your annual S&S with IBM or Cohesive (authorized IBM Business Partner) This gives you access to the latest release of Maximo You continue to have access to the IBM Knowledge Center However No IBM phone support will be extended after April 30th, 2018. If you were to call IBM and give them your customer number. They would look up your organization and tell you 7.5 is no longer supported and we cannot help you. 3. For an additional fee, your organization can sign up for extended support, which gives you access to the latest release, phone support, however IBM will address these items at their discretion. This option requires the customer to be under an S&S agreement with IBM or Authorized Business Partner. Parallel to Option 3 Cohesive has an offering what's called Phone-a-Friend Support – this gives your organization the ability to ask any Maximo question to our certified consultants even if you are not under an S&S contract. These questions are not version specific as the majority of our consultants have experience working and implementing legacy versions of Maximo. This could be a good option for those who don’t want to continue support, but when they get stuck they need someone to call who knows Maximo.
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- What is included in an upgrade. Applications Configurations Reports Integrations These changes are upgraded as the upgrade is connecting to your Maximo Database and upgrading the data in your Maximo database to match the new 7.6 Metadata structures.
- Each of these has a specific sequence of events which has to occur as part of your upgrade. In addtition, Industry Solutions may require updates or specific versions at each stage of the upgrade. Please see the upgrade resources document on IBM’s website for specifics. If you’re doing an upgrade vs a fresh implementation your development life cycle is pretty much the same, but will vary slightly in the content of the execution. For instance, in a fresh implementation you’ll need to have additional hours to accommodate for data migration tasks. In an upgrade you need to take into consideration the time it takes for the upgrade process to actually run. Some of these decisions can also weigh in which implementation path you choose.
- The Maximo Technical Upgrade is exactly what is says it is. A like for like technical upgrade that will allow your organization to get to the latest software release. The new features that come with the latest release are available to be used, however there is no formal process workshops or definition put in place at the time of the upgrade to support any of the new features or functionality. From an investment standpoint, the technical upgrade option is the lowest cost strategy. Comparatively speaking, the expected business value derived from a technical like for like upgrade will also be the lowest. Why a technical upgrade might be right for you? – You are seeking to get to the latest release for support moving forward and want to stay current as technologies evolve. Just because your organization has chosen to pursue a technical upgrade, doesn’t mean you can plan for future support of the increased functionality Maximo 7.6 offers. Perhaps you would like to upgrade to the latest version and plan waves of incremental changes to the organization in the form of new business processes, retirement of older applications, enhanced user functionality to provide for more complete reporting and accurate data. While pursuing ONLY a technical upgrade limits your immediate value for improved enterprise application performance in the form of leveraging new application and functionality to support business practices, this option sets your organization up to pursue these desired changes in a lower risk controlled environment through future incremental releases.
- Maybe you are looking at this next upgrade as an opportunity to re-engineer some of your current business processes to eliminate inefficiencies and simplify complexities. The functional upgrade is at the more aggressive end of the upgrade spectrum. You can use this “Functional upgrade” as an opportunity to reevaluate antiquated business process and applications in an effort to optimize and consolidate your processes into a streamlined user experience while leveraging the most recent software release. This functional upgrade may afford you the opportunity to remove legacy applications, increase user base, and reduce customizations. Areas to consider when performing a functional upgrade: Extending to new user base? New/Re-engineered Business Processes? Time to reduce customizations? Elimination of ancillary systems?
- Each path has their pros and cons and each path may have additional pros & cons depending on what version of MAXIMO and the deployment state you are coming from. For instance, if you are coming from multiple instances of MAXIMO and are looking to consolidate into a single instance, the Upgrade scripts will work to upgrade each instance, but then you’d have to merge the instances and configuration changes into a single instance. In this case, it may be more cost effective and reliable to do a re-implementation. There are ways to ensure that data is loaded properly and reduce the risk of missing tables and data by using the MIF to load data or using a Data Loading Tool. In this scenario, you segregate your data into static and dynamic loads to preload as much static data as possible ahead of time to minimize the downtime. You may move data from custom fields to new functionality in the process to remove customizations and go back to base functionality. Full control over data being upgraded Clean data going into new Maximo instance Implement new features More control over downtime Drop customization no longer needed Return to a more OOB deployment state
- Thanks Sean for walking us through and unpacking the different Maximo upgrade strategies. That concludes the material we will be presenting today, I want to open it up to questions. If you have a question please raise your hand and we will unmute your line, or you can type your question into the chat window and we can handle your question that way. *POLLING QUESTIONS* For all Maximo users on the call today, we’ll be sending out an upgrade questionnaire to help get you started in planning your next upgrade, so please be on the lookout for that. Thanks again for attending the session today we hope everyone has a great rest of there day & week. Thank you Sean.
- Feel free to connect with us at the following links below as we are always putting out Maximo information. For all Maximo users on the call today, we’ll be sending out a brief upgrade planning guide to help get you started in planning your next upgrade, so please be on the lookout for that. Thanks again for attending the session today we hope everyone has a great rest of there day & week. Thank you Sean.