This document provides tips and tricks for using the MAXIMO asset management system. It includes administrator tips like enabling new classification functionality and setting up report portals. It also provides end user tips, such as using shortcuts to change work order statuses and querying multiple records using commas in the filter box. The document demonstrates how to automate unblocking user passwords after failed login attempts and send notifications when escalations fail.

1. John Connell, JFC & Associates
Welcome NewMug
MAXIMO Tips & Tricks
October 13, 2011

2. 8 MAXIMO Tips and Tricks
Administrator Tips
New Classification Functionality
Report Portal Listing
Multiple KPIS Portal with Report Links
Smartfill Options
Escalations for Unblocking End Users
End User Tips
Query Records
Short Cuts
Hot Keys

3. The Business
Visibility Control Automation
How will your changes effect the requirements?
“You can't just ask customers what they want and then try
to give that to them. By the time you get it built, they'll want
something new.”
- Steve Jobs (1955 - 2011 )

4. Classification Tip
Under Classifications, in the Attributes section,
you can make a particular input line mandatory by clicking the icon "Use with Object Detail",
at which point a new dialog comes open, and then, you click the mandatory box.
Consider an "Road inspection PM" where data needs to be captured.
various inspection capture points as attribute lines. Make this Classification applicable to
both workorders and jobplans. Link the classification to the Jobplan. Link the Jobplan to the
PM.
when the workorder is generated, and User updates the workorder, The user will be
prompted to add the attribute data upon saving the workorder.

5. Report Portal Listing
Did you know there is a Portal for Listing Reports?

6. Report Portal Listing
In order To enable the Report List Portlet, perform the Setps below
1. Get the file - https://www-304.ibm.com/support/entdocview.wss?uid=swg21380495
2.Stop the Maximo Application Server.
3. Copy and Place the downloaded file in <maximo>toolsMaximo directory
4. Run pkginstall.bat from that same directory
5. Rebuild and redeploy EAR files
6. Start the Maximo Application Server
7. The new Report List Portlet should now be available from within the Security Group
Application.

7. KPI Portal
Linking Multiple KPI's to Reports

8. KPI's Report Link
Simply add the report Link to the KPI.

9. Smartfill Properties
modify the global value, save
check off the checkbox in front of it,
select action menu, do a live refresh.
A pop up box will be displayed to show you the properties that are going
to change and thats it.

10. Escalations Tip #1
Notification when escalation fails
Description
You want to be notified when an escalation fails without looking through the log files.
Solution
When an escalation executes, an entry is made to the ESCSTATUS table. One of the
attributes of each ESCSTATUS row is the status of the escalation result. The valid
escalation status values are SUCCESS and ERROR. You can set up notification for
escalations based on these status values. specified in the communication template.

11. Automate the monitoring for Failed Escalations
1.Create a communication template for the escalation. For example, create a template
that includes the details of the escalation that failed, when it failed, and the reason for
the failure.
2.Create an escalation against the ESCSTATUS table that looks for ESCSTATUS rows
with a STATUS of 'ERROR'.
3.Associate the communication template with the escalation point notification.
When the escalation point is triggered, (in other words, when the escalation finds an
ESCSTATUS row with a status of 'ERROR'), the communication is sent to the role
specified in the communication template.

12. Escalations Tip #2
Unblocking of User Passwords
Description
You want to Unblock users Automatically after several Bad attempts and Get Notifications when they do.
Solution
When a User gets blocked the User Status is changed To Blocked. With Easy Steps MAXIMO can update the Status to
Active Automatically and Sends an email notification.
1. Create an escalation
2. Create an action
3. Create a Notification using a communication Template

13. Escalations Tip #2 cont.
1. Create an escalation

14. Escalations Tip #2 cont.
2. Create an Action

15. Query Records Tip
Do you want to query multiple records using the filter box?
Solution - Simply string your records or filter criteria separated by commas. The
example below uses a description field however you may use key fields too.

16. short Cuts
Auto MAXIMO USer Login
http://localhost:7001/maximo/ui/login?login=url&username=smith&password=smith1
Auto Login for application
http://localhost:7001/maximo/ui/login?login=url&username=smith&password=smith1&event=loadapp&value=wotrack
Auto Login for application & Query
http://localhost:7001/maximo/ui/login?login=url&username=smith&password=smith1&event=loadapp&value=wotrack&additionale
vent=sqlwhere&additionaleventvalue=reportedby in('WINSTON')

17. MAXIMO HotKeys
HotKeys for Workorder status change buttons while in the Work Order Tracking
Application
Approve: CTRL + ALT + V
In progress: CTRL + ALT + X
Complete: CTRL + ALT + Y
Close: CTRL + ALT + Z
For field help All Applications
Alt F1 Key - Persistant Feilds
Alt I Key - Non-Persistant Feilds

18. Questions???
http://portal.sliderocket.com/BAEFL/JFC-MAXIMO-Tip-and-Tricks

19. Thank You
JFC & Associates
"People Helping People"
John @williamsconnell.com