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Certification Study Guide Series: IBM Maximo Asset Management V7.1

Book Description

This IBM® Redbooks® publication is a study guide for IBM Maximo® Asset Management V7.1 and is aimed at individuals who want to get an IBM Professional Certification for this product.

The IBM Maximo Asset Management V7.1 certification exam, offered through the Professional Certification Program from IBM, is designed to validate the skills required of technical professionals who work in the implementation and configuration of the IBM Maximo Asset Management V7.1 product.

This publication does not replace practical experience, and is not designed to be a stand-alone guide for any subject. Instead, it is an effective tool that, when combined with educational activities and experience, can be an extremely useful preparation guide for the exam.

For your convenience, we structure the chapters based on the sections of the Test 000-015: IBM Maximo Asset Management V7.1 Implementation, such as Assets, Inventory, and so on, so studying each chapter will help you prepare for one section of the exam.

Note that Test 000-017: Foundations of Tivoli Process Automation Engine is a prerequisite for the IBM Certified Deployment Professional - Maximo Asset Management V7.1 certification. To prepare for that test, refer to the IBM Redbooks publication Certification Study Guide Series: Foundations of Tivoli Process Automation Engine, SG24-7763.

Table of Contents

  1. Notices
    1. Page ix
    2. Trademarks
      1. Page x
  2. Preface
    1. Page xi
    2. The team that wrote this book
      1. Page xii
      2. Page xiii
      3. Page xiv
    3. Become a published author
      1. Page xv
    4. Comments welcome
      1. Page xvi
  3. 1. Certification overview
    1. Page 1
    2. 1.1. IBM Professional Certification Program
      1. Page 2
      2. 1.1.1. Benefits of certification
        1. Page 3
    3. 1.2. IBM Tivoli Software Professional Certification
      1. Page 4
      2. Page 5
      3. Page 6
    4. 1.3. Test 000-015: IBM Maximo Asset Management V7.1 Implementation
      1. 1.3.1. Job role description and target audience
      2. 1.3.2. About the test
      3. 1.3.3. Receive your 15% discount when taking the test
        1. Page 7
    5. 1.4. Suggested resources for study
      1. 1.4.1. Courses
      2. 1.4.2. Publications
        1. Page 8
        2. Page 9
        3. Page 10
  4. 2. Assets
    1. Page 11
    2. 2.1. Assets module
      1. Page 12
      2. Page 13
      3. Page 14
      4. Page 15
    3. 2.2. Rotating item
      1. Page 16
      2. Page 17
      3. Page 18
      4. Page 19
      5. 2.2.1. Move/Modify Assets
        1. Page 20
      6. 2.2.2. Swap Assets
      7. 2.2.3. Move/Swap/Modify
        1. Page 21
    4. 2.3. Meters
      1. Page 22
      2. 2.3.1. Meters and meter groups
        1. Page 23
      3. 2.3.2. Condition Monitoring
        1. Page 24
        2. Page 25
    5. 2.4. Locations
      1. Page 26
      2. Page 27
    6. 2.5. Classifications
      1. Page 28
      2. Page 29
      3. Page 30
    7. 2.6. Database Configuration
      1. Page 31
      2. Page 32
      3. Page 33
    8. 2.7. Application Designer
      1. Page 34
      2. Page 35
      3. Page 36
  5. 3. Preventive Maintenance
    1. Page 37
    2. 3.1. Master Preventive Maintenance application
    3. 3.2. Preventive Maintenance application
      1. Page 38
    4. 3.3. Working with the Master PM
      1. 3.3.1. Creating a Master PM
        1. Page 39
        2. Page 40
        3. Page 41
        4. Page 42
      2. 3.3.2. Creating associated PM records
      3. 3.3.3. Updating associated PM records
        1. Page 43
      4. 3.3.4. Deleting Master PM records
    5. 3.4. Working with Preventive Maintenance records
      1. 3.4.1. Ownership of PM records
        1. Page 44
      2. 3.4.2. PM job plans
        1. Page 45
      3. 3.4.3. PM hierarchy
      4. 3.4.4. PM routes
        1. Page 46
      5. 3.4.5. PM alerts
        1. Page 47
        2. Page 48
        3. Page 49
        4. Page 50
  6. 4. Inventory
    1. Page 51
    2. 4.1. Inventory module
    3. 4.2. Initial setup
      1. 4.2.1. Units of measure and conversion
        1. Page 52
        2. Page 53
      2. 4.2.2. Commodity groups and commodity codes
        1. Page 54
      3. 4.2.3. Item sets
        1. Page 55
      4. 4.2.4. Organizations settings
        1. Page 56
        2. Page 57
    4. 4.3. Inventory applications
      1. 4.3.1. Item Master
        1. Page 58
        2. Page 59
        3. Page 60
      2. 4.3.2. Service Items
        1. Page 61
        2. Page 62
      3. 4.3.3. Tools
        1. Page 63
        2. Page 64
        3. Page 65
      4. 4.3.4. Stocked Tools
        1. Page 66
      5. 4.3.5. Inventory
        1. Page 67
        2. Page 68
        3. Page 69
      6. 4.3.6. Issues and Transfers
        1. Page 70
        2. Page 71
      7. 4.3.7. Condition Codes
      8. 4.3.8. Storerooms
        1. Page 72
        2. Page 73
        3. Page 74
  7. 5. Contracts
    1. Page 75
    2. 5.1. Contract module applications
      1. Page 76
      2. Page 77
    3. 5.2. Contract status
      1. Page 78
    4. 5.3. Working with contracts
      1. 5.3.1. Creating contracts
        1. Page 79
        2. Page 80
        3. Page 81
        4. Page 82
        5. Page 83
        6. Page 84
    5. 5.4. Using terms and conditions
      1. Page 85
      2. 5.4.1. Working with terms and conditions
        1. Page 86
        2. Page 87
        3. Page 88
  8. 6. Purchasing
    1. Page 89
    2. 6.1. Purchasing module
      1. Page 90
      2. 6.1.1. Purchasing and inventory
      3. 6.1.2. Internal versus external purchases
        1. Page 91
      4. 6.1.3. Line Types
        1. Page 92
      5. 6.1.4. Commodity codes
      6. 6.1.5. Purchasing and contracts
        1. Page 93
        2. Page 94
    3. 6.2. Company records
      1. 6.2.1. Multisite and company records
      2. 6.2.2. Currency codes
        1. Page 95
        2. Page 96
      3. 6.2.3. Exchange rates
        1. Page 97
        2. Page 98
      4. 6.2.4. Company records versus company master records
      5. 6.2.5. Company records and contracts
        1. Page 99
      6. 6.2.6. Company records and purchasing
    4. 6.3. Companies application
      1. Page 100
      2. 6.3.1. Manage companies
        1. Page 101
      3. 6.3.2. Deleting a company
        1. Page 102
    5. 6.4. Purchase Requisitions application
      1. 6.4.1. Managing purchase requisitions
        1. Page 103
        2. Page 104
    6. 6.5. Purchase Orders application
      1. Page 105
      2. 6.5.1. Managing purchase orders
        1. Page 106
        2. Page 107
    7. 6.6. Receiving application
      1. Page 108
      2. Page 109
      3. Page 110
      4. 6.6.1. Rotating items
        1. Page 111
    8. 6.7. Request for Quotations application
      1. Page 112
      2. Page 113
    9. 6.8. Invoices application
      1. Page 114
      2. 6.8.1. Invoice types
      3. 6.8.2. Invoice status
        1. Page 115
        2. Page 116
      4. 6.8.3. Approving an invoice
        1. Page 117
      5. 6.8.4. Create an invoice that contains multiple vendors
      6. 6.8.5. Add taxes to the cost of an invoice line item
        1. Page 118
        2. Page 119
        3. Page 120
  9. 7. Resources
    1. Page 121
    2. 7.1. Resources module
    3. 7.2. Labor
      1. Page 122
      2. Page 123
      3. Page 124
      4. Page 125
      5. Page 126
      6. Page 127
      7. Page 128
    4. 7.3. Qualifications
      1. Page 129
      2. Page 130
      3. Page 131
      4. Page 132
    5. 7.4. People
      1. Page 133
      2. Page 134
    6. 7.5. Person Group
      1. Page 135
      2. Page 136
    7. 7.6. Crafts
      1. Page 137
      2. Page 138
      3. Page 139
      4. Page 140
  10. 8. Work Management
    1. Page 141
    2. 8.1. Work orders
      1. 8.1.1. Work order status
        1. Page 142
      2. 8.1.2. Work plans
        1. Page 143
      3. 8.1.3. Job plans
        1. Page 144
        2. Page 145
        3. Page 146
        4. Page 147
      4. 8.1.4. The Move/Swap/Modify actions
        1. Page 148
        2. Page 149
        3. Page 150
      5. 8.1.5. Work order ownership
        1. Page 151
    3. 8.2. Work order flow control
      1. 8.2.1. Process flow
        1. Page 152
      2. 8.2.2. Flow control
        1. Page 153
      3. 8.2.3. Flow action
        1. Page 154
    4. 8.3. Plan labor and crafts
      1. Page 155
      2. 8.3.1. Work plans
        1. Page 156
      3. 8.3.2. Activities and Tasks application
        1. Page 157
    5. 8.4. Failure class
      1. 8.4.1. Hierarchy
        1. Page 158
      2. 8.4.2. Assets and locations failure class
        1. Page 159
      3. 8.4.3. Work order problem code
        1. Page 160
    6. 8.5. Safety module
      1. Page 161
      2. 8.5.1. Hazards
        1. Page 162
      3. 8.5.2. The Safety Plan application
        1. Page 163
        2. Page 164
      4. 8.5.3. Associate a safety plan
        1. Page 165
        2. Page 166
        3. Page 167
    7. 8.6. Reporting costs
      1. Page 168
      2. 8.6.1. Work Order Tracking application
        1. Page 169
      3. 8.6.2. Labor Reporting application
        1. Page 170
        2. Page 171
      4. 8.6.3. Quick Reporting application
        1. Page 172
    8. 8.7. Reporting downtime
      1. Page 173
      2. 8.7.1. Check asset status in work orders
        1. Page 174
        2. Page 175
      3. 8.7.2. Downtime history
        1. Page 176
        2. Page 177
        3. Page 178
  11. 9. Service Requests
    1. Page 179
    2. 9.1. Service Requests application
      1. 9.1.1. Out-of-the-box functionality
        1. Page 180
      2. 9.1.2. Creating a service request
      3. 9.1.3. Owners and person groups
        1. Page 181
      4. 9.1.4. Ticket Templates
        1. Page 182
      5. 9.1.5. Applying a ticket template to a service request
        1. Page 183
    3. 9.2. Self-Service
      1. 9.2.1. Create Service Request
        1. Page 184
      2. 9.2.2. View Service Request
        1. Page 185
      3. 9.2.3. E-mail Listeners
        1. Page 186
        2. Page 187
        3. Page 188
  12. 10. Other configuration options
    1. Page 189
    2. 10.1. Security settings
      1. 10.1.1. Synchronization
      2. 10.1.2. Application server security
        1. Page 190
    3. 10.2. Logging application
      1. Page 191
    4. 10.3. Log files
      1. Page 192
    5. 10.4. Database configuration
      1. Page 193
      2. Page 194
      3. Page 195
    6. 10.5. System Properties
      1. Page 196
      2. 10.5.1. Security levels
        1. Page 197
    7. 10.6. Attached documents properties
    8. 10.7. Electronic audit signatures
      1. Page 198
    9. 10.8. Actions
      1. 10.8.1. Working with action records
        1. Page 199
        2. Page 200
    10. 10.9. Roles
      1. Page 201
      2. 10.9.1. Understanding roles and workflow
        1. Page 202
        2. Page 203
    11. 10.10. Person and person groups
    12. 10.11. Cron task setup
      1. Page 204
    13. 10.12. System performance issues and guidelines
      1. 10.12.1. Factors in system performance
      2. 10.12.2. Configuration issues
        1. Page 205
      3. 10.12.3. Performance and system maintenance guidelines
        1. Page 206
      4. 10.12.4. Loading and looping of MBOs in memory
        1. Page 207
      5. 10.12.5. Attached documents
        1. Page 208
        2. Page 209
        3. Page 210
  13. A. Sample certification test questions
    1. Page 211
    2. Questions
      1. Page 212
      2. Page 213
      3. Page 214
      4. Page 215
      5. Page 216
      6. Page 217
      7. Page 218
      8. Page 219
    3. Answers
      1. Page 220
  14. Related publications
    1. IBM Redbooks
    2. Online resources
      1. Page 221
    3. How to get Redbooks
    4. Help from IBM
      1. Page 222
  15. Index
    1. Page 223
    2. Page 224
    3. Page 225
    4. Page 226
    5. Page 227
    6. Page 228
    7. Page 229
    8. Page 230
    9. Page 231
    10. Page 232
    11. Page 233
    12. Page 234
    13. Page 235
  16. Back cover
    1. Page 236