Actuate Maximo v7 Migration Webinar 062210

8/6/2019 Actuate Maximo v7 Migration Webinar 062210

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Reducing Costs & Risks ofUpgrading to Maximo v7

1Actuate Corporation © 2009

Chris Forti Director of Maximo Solutions, Actuate

Mica Block Technical Director, Actuate



HQ San Mateo, California

Offices Regional HQs: Fribourg, London,Singapore, Tokyo, Toronto R&D: San Mateo, Kansas City,Shanghai, Toronto

Customers Over 4,400 with top-tier accounts

Actuate Corporation$130M Public Company (NASDAQ: ACTU)


n an ng, nsurance, secur t es,government, health care,education, utilities and high tech

Services Design, consulting, development,integration, training, support

Key Partners

Building Web 2.0

Rich Information Applications



The Eclipse BIRT Project

Founded, Organized and Led by Actuate

• Open-source BI and reportinginitiative started by Actuate in 2004

• Professional open-source softwaretechnology

• Thriving BIRT Community

6.5 million + downloads

through Dec 2008

BIRT DownloadsMillions of downloads


1,500

2,000

2,500

3,000

3,500

4,000

4,500

6.5 million + downloads

through Dec 2008



Project Management Committee Member

Developers contribute code

De facto standard in IBM products

0

500

1,000

2005 2006 2007 2008

How BIRT Helps You

• Builds community of developers andenterprise users

• Drives software quality with high-value,extensions provided by community

• Guarantees conformity with industry

standards as they evolve



Actuate and IBM Integration

Broad adoption of BIRT

Rational Application Developer* Tivoli for WebSphere Management

WebSphere Application Server

WebSphere Business Modeler

WebSphere ILOG JRules*WebSphere Process Server

WebSphere Registry & Repository*


Rational BuildForge*

Rational ClearQuest*

Rational Method Composer

Rational RequisitePro*

Rational Quality Manager*

Rational Software Architect*

Rational Software Modeler*

Rational Systems Developer*

Rational Team Concert*

* designates IBM Products

that embed BIRT

WebSphere RFID Center*

InfoSphere Data Architect*WebSphere Information Server

SPSS Showcase Suite*DB2 Universal Database

Tivoli Directory Server

Tivoli Common Reporting*Tivoli Composite Application Manager*

Tivoli Maximo*

Tivoli Monitoring*

Tivoli Netcool*

Tivoli Omegamon*

Tivoli Storage Manager*

Tivoli Usage and Accounting Manager*

WebSphere Portal ServerWorkplace Services Express



IBM Maximo & Actuate HistoryOEM Relationship

• Delivered Actuate as embedded reporting solution since 2001

• Maximo Release 5.0 and 5.1 (Dec 2001 & 2002)•Actuate 5 (iServer, eReports, Page Level Security & Active Portal)

• Maximo Release 5.2 (2002)


• ctuate erver, e eports, age eve ecur ty ct ve orta

• Maximo Release 5.2, Patches 1 – 5 (June 2003 – August 2005)•Actuate 7 (iServer, eReports, Page Level Security, Active Portal,Query & eSpreadsheet)

• Maximo Release 6.0 – 6.2.2 (March 2005 – June 2005)•Actuate 8 (iServer, eReports, Page Level Security, Active Portal,Query & eSpreadsheet)



IBM Maximo & ActuateWhat’s changed?

• Maximo Release 7.1• Delivers a new embedded reporting technology

• Uses Actuate developed open source BIRT Next Generation Web-based Technology

• Delivers 150 BIRT reports• -


,

• Aligns with IBM standardization of BIRT across softwareproducts

• Does not ship with the same Actuate technologyprovided in Maximo 6.x



Impact to Maximo Customers

• Increased costs & risks in migration to Maximo v7

• Expensive to rewrite Actuate reports in new technology

• Estimates are 1 to 3 weeks per report depending on complexity• Conversion costs of $10K to $30K per report using 3rd party

• Significant change management costs associated with


• Lost functionality

• No replacement for e.Spreadsheet

• Enterprise-class capabilities of Actuate’s iServer

Actuate Offer: Upgrade Packages for Maximo Customers



What is BIRT?

Business Intelligence and Reporting Tools

• Easy to use for all types of developers• Modern, web-page design metaphor

• Component-based development

• Open and standards-based

A New Generation of Web Design and Data Visualization Technology


Simplicity

that makes simple reports

easy

Power

to create very complex report layouts

BIRTBIRT

• Flexible APIs and rich programmatic control• Full support for libraries and reuse

• Foundation for a range of Actuate products

(Interactive Viewer, Dashboards, BIRT Studio)



BIRT: Premier Development Environmentfor Building Web 2.0 Rich Information Applications

BIRT

Bringing rich information to

web applications

Accesses the data

Actuate

Workgroup and enterprise application deployment platforms

BIRT Dashboards & KPIs

-

Community

Making application development faster

and easier

Over 6.5 Milliondownloads thru 2008


integrates the data

Performs summarizationsand functions on the data

Formats data into usableand meaningful

visualizations

Delivers it to users inpreferred file format and

method

BIRT ReportingScheduling, distribution

and administration

Scale

Performance

ReliabilitySecurity

Service and Support

½ million developers

BIRT Exchangecommunity

Actuate customercommunity

BIRT Global Partners

BIRT Marketplace



150 Formatted, Static BIRT Reports:Provided with Maximo v7




BIRT Interactive ViewerMaximo BIRT reports become interactive

Interactive & Engaging

• Encourages users to seek newperspectives

• Save their changes

• Levera es their ideas

Interactive & Engaging

• Encourages users to seek newperspectives

• Save their changes

• Levera es their ideas

When presented with information, users become smarter…


• Creates self-sufficient users

Fully controlled by IT

• 100% Secure

• Components are reusable

• Use changes to driverequirements

• Creates self-sufficient users

Fully controlled by IT

• 100% Secure

• Components are reusable

• Use changes to driverequirements

…when users become smarter, they change their questions



BIRT StudioAd-Hoc & BIRT Report Creation by Maximo Users

Web-based Ad-hoc

• Drag and drop development• Users pick template and data set

• Group, filter, sort & aggregate

• Supports all Excel functionality

Web-based Ad-hoc

• Drag and drop development• Users pick template and data set

• Group, filter, sort & aggregate

• Supports all Excel functionality

Template-driven development Template-driven development


IT-controlled • Templates controlled by IT

• Metadata secured

• Content can be scheduled, shared &used with Interactive Viewer

Graphical Objects • Built-in charting

• Hide & show elements

• Select themes

IT-controlled • Templates controlled by IT

• Metadata secured

• Content can be scheduled, shared &used with Interactive Viewer

Graphical Objects • Built-in charting

• Hide & show elements

• Select themesBIRT Studio is the only template-driven ad-hoc environment that

works within a collaborative design architecture that includes BIRT Designers & Interactive Viewer



Visual BIRT Content Engages Users

Integrated Dashboards, KPIs & Reports for Maximo

Highly Visual

• Draws user in• Zero training

• Simplifies information

• Jo to use

Highly Visual

• Draws user in• Zero training

• Simplifies information

• Jo to use

Animated Visualizations


Powered by BIRT

• 100% Web-based

• Built-in graphics

• 266 Flash objects included

• Lightweight and reusable

Powered by BIRT

• 100% Web-based

• Built-in graphics

• 266 Flash objects included

• Lightweight and reusable

Information is Compelling



Seamlessly Integrated Within Environment

All Data Secured • Multi-layered security model

• Standard and JavaScript portlets

• Seamlessly integrates user security

Any Format

All Data Secured • Multi-layered security model

• Standard and JavaScript portlets

• Seamlessly integrates user security

Any Format

Present Content Seamlessly…

…in

customer portals


• roc ure-qua ty

• Live Excel, PPT, etc…

• Live documents & spreadsheets

• Mobile devices like iPhone &Blackberry

Invisible • Supports your branding

• Integrate Marketing & Upsellopportunities

• Simple, guided interaction & help

• roc ure-qua ty

• Live Excel, PPT, etc…

• Live documents & spreadsheets

• Mobile devices like iPhone &Blackberry

Invisible • Supports your branding

• Integrate Marketing & Upsellopportunities

• Simple, guided interaction & help

…in the palm of

your hand

…even in blogs



Demonstration




MaximoMaximo

Core Usersof MaximoApplication

Core Usersof MaximoApplication

Maximo and Actuate

Joint Solution

Operational Reports

Uptime

• 1000• 2000

Down Time

• 2000• 3000

Total

• 3000• 5000

Maximo PortalMaximo Portal


Actuate BIRT iServerActuate BIRT iServer

MaximoData

MaximoData

KPI, Dashboard, EIS,

Balance Scorecard

Ad Hoc, OLAP Cubes

Analysis

Other Data

Other Data

Consumersof MaximoInformation

Consumersof MaximoInformation

Multiple Data

Sources

Reduced

Maximo

License Fees

No Datamart

Needed



Actuate BIRT Platform enhances MaximoCapabilities for Maximo Users (no SQL skills required)

QBR Actuate

User creation of simple listing report

Grouping with totals and sub-totals Support for complex filtering

User specified sort sequence


repor es gn can e s are w o ers

User modification of published reports

Add calculated columns to a report

Easy-to-use “drag & drop” design paradigm

Parameters visible on final report

Incorporate data from other systems in a report

Add graphs & charts via wizard-driven interface

Templates for rapid design and consistency



Joint Solution Use Case ScenarioManufacturing Company

Challenge: Critical business information exists in silos, within Maximo and othermission critical systems.

Requires time consuming, error-prone manual processes necessary

to bring information together for decision making and analysis.

Solution: A platform and framework for supporting the efficient developmentand delivery of dashboards and ad hoc reporting to acceleratedecision making and improve value to the business.


Integrates data from the following systems:

- IBM Maximo - Intelex Safety Management- Plant Machine Control Data - Custom ERP Application- Electricity costs via real-time feed

Why Actuate BIRTPlatform:

• Ease of development, deployment and management• Integration and ease-of-use with Maximo• Existing BIRT, Eclipse and Actuate skills within IT• Availability of info & non-proprietary extensions with open source



Value PointsMaximo and Actuate Joint Solution

• Reduce Costs and Risk of your upgrade to Maximo v7 • Eliminate expensive rewrite of existing reports in a new technology

• Eliminate change management costs

• Dramatically reduce risk using the same iServer

• Preserve existing investment in Actuate reports and spreadsheets while incrementally adopting new BIRT technology

• Unique capability of Actuate’s BIRT iServer


• For any Maximo release v6, v7 and beyond

• Reduce IT costs and improve service by enabling Maximo users to easily modify and create BIRT reports

• Enable ad-hoc reporting with BIRT Interactive Viewer and BIRT Studio

• Gets IT out of the report writing business

• Reduces report backlog dramatically

• Reduce Maximo deployment costs while reaching more users • Extend reports to non-Maximo application users

• Avoid costly software license fees, user training and change management expenses



Value PointsMaximo and Actuate Joint Solution

• Enable an enterprise-class BI platform using common BIRT technology

• Deliver integrated BIRT dashboards, KPIs and Operational Reports

• Combine Maximo data with data from other systems

• Single platform meets all requirements

• Delivers lowest TCO through alignment with IBM Maximo IP and roduct road ma usin BIRT


• 150 BIRT reports delivered in Maximo v7 • Leverages IT skills in BIRT

• Improved technical support with direct access to Actuate and BIRT experts



Upgrade for Maximo UsersActuate BIRT Platform

• Maximo 7 Users • Enables continued use of existing Actuate with Maximo v7 and beyond

• Ability to incrementally adopt new BIRT reporting• Seamless integration within Maximo UI

• Maximo 6 Users

• Enables adoption of new BIRT reporting


• Co-exists with existing Actuate reports• Investment preserved with upgrade to Maximo v7

• Plus Enhanced Capabilities • Allows reports to combine data from Maximo and other systems

• Enables delivery of dashboards with drill down to operational reports• Extends Maximo with full featured ad-hoc BIRT reporting

• Includes direct technical support from the Actuate & BIRT Experts

• Integration delivered through IBM supported interface



Actuate Upgrade PrototypeFREE Offer

Rich Maximo Reporting in Just 3 Days • Co-existence of Actuate & BIRT Reporting

• Full featured ad hoc BIRT reporting

• Use your reports, your data – add up to 3 new BIRT reports

• Combine Maximo data with other enterprise data

• Integrated within Maximo v6, v7, or stand alone


• se o c ua e pro uc s or ays

Limited Offer

• Must meet qualifying criteria

• Prototype built by August 20th

• Limited number of FREE prototypes to be delivered

Qualifying Criteria • Complete prototype assessment through phone discussion

• Confirm active Maximo project is funded and underway

• Conduct business meeting between Sr. Manager & Actuate



Next StepsMaximo and Actuate Joint Solution

Highest Functional, Integrated Solution

Lowest Total Cost of Ownership

Least Risk by Eliminating Change Management Next Steps

• Email prototype requests to:


[email protected]

• Check out the Maximo BIRT InfoCenter:www.actuate.com/maximobirtinfocenter

• Get started with BIRT:

BIRT: A FieldGuide toReporting2nd Edition

Practical DataAnalysis andReportingwith BIRT

Documents

Actuate Maximo v7 Migration Webinar 062210