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Installation Guide Microsoft SQL Server Release 5.1 July 2002

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Page 1: MAXIMO Installation for Microsoft SQL ServerEnterprise™, MAXIMO® for Integrated Supply™, MAXIMO® Scheduler™, MAXIMO® Workflow™, MAXIMO ... · 2014-6-27

Installation GuideMicrosoft SQL Server

Release 5.1July 2002

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This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, regarding the accuracy or completeness of this document or of the related program material.

© 2002 MRO Software, Inc. All rights reserved. Contains confidential and trade secret information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.’s express written permission is strictly forbidden.

United States Patent No. 6,325,522 B2, and foreign patents pending (Online Commerce Services). United States and foreign patents pending (MAXIMO).

Restricted Rights - Use, duplication, and disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 (OCT 1988).

Trademarks: MAXIMO®, INTERMAT®, Struxure®, MAXIMO® Enterprise™, MAXIMO® Extended Enterprise™, MAXIMO® for Integrated Supply™, MAXIMO® Scheduler™, MAXIMO® Workflow™, MAXIMO® Analyzer™, MAXIMO® Buyer™, MAXIMO® Fleet Manager™, MAXIMO® Aviation Manager™, MRO Online Commerce ServicesSM, MRO Software Operations CenterSM, Supplier e-Commerce Adapter™, Illustrated Parts Catalog™, Collego™ Catalog Manager™, Standard Modifier Dictionary™, and Autocon™ are trademarks of MRO Software, Inc.

Other products and brand names are trademarks or registered trademarks of their respective companies; some are noted below.

Third-Party Technology: Certain MRO Software, Inc., products contain technology provided under license from third parties, as noted below:

MRO Software Products Third-Party Technology InformationMAXIMO Portions © 1996 Centura Software Corporation. Portions © 1995-2000 Actuate

Corporation. Portions 1999-2001 © BEA WebLogic® Server™. BEA WebLogic® Server™ provided by BEA Systems, Inc.

All Products Portions © 1995-2000 BroadVision, Inc. BroadVision Business Commerce, BroadVision One-to-One Enterprise, BroadVision One-to-One Publishing, BroadVision Tools provided by BroadVision, Inc. Portions © 2000 webMethods, Inc. webMethods B2B Integrator™, webMethods B2B Integration Server provided by webMethods, Inc.

AutoVue Portions © 1989-1998 Cimmetry Systems, Inc. AutoVue™. AutoVue Professional provided by Cimmetry Systems, Inc.

MAXIMO Workflow

Portions © 1998, 1999 NETRONIC Software GmbH.

Illustrated Parts Catalog

Portions © 1993-2002 Snowbound Software™ Corporation. RasterMaster™ raster imaging technology provided by Snowbound Software Corporation.

Online Commerce Services

Portions © TAXWARE International, Inc. TAXWARE® VERAZIP™ Sales/User, STEP provided by TAXWARE International, Inc.

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Release 5.1, 07/2002 iii

Contents

Chapter 1: What is MAXIMO 5.1? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1MAXIMO 5.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Verity Search Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Actuate Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Transaction Server (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Typical MAXIMO 5.1 Network Configuration Diagram . . . . . . . . . . . 4

Chapter 2: Hardware/Software Considerations. . . . . . . . . . . . . . . . . 5Competency Level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Hardware and Software Configurations . . . . . . . . . . . . . . . . . . . . . . . . 6

Client Workstation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Setting for Internet Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Using BEA WebLogic 6.1 Service Pack 2 . . . . . . . . . . . . . . . . . . . 10

Transaction Server (for Optional Components) . . . . . . . . . . . . . . . . . 11Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Service Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3: Installing BEA WebLogic 6.1 Service Pack 2 . . . . . . . . 13Starting the Setup Installation Program for BEA WebLogic 6.1 Service Pack 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Setup Installation Program Screens and Dialog Boxes . . . . . . . . 14

Chapter 4: Installing the MAXIMO 5.1 Application . . . . . . . . . . . . . 17Running the MAXIMO 5.1 Application Installation . . . . . . . . . . . . . 18

Starting the Setup Installation Program . . . . . . . . . . . . . . . . . . . 18Setup Installation Program Screens and Dialog Boxes . . . . . . . . 18

Configuration of MXSERVER.PROPERTIES File . . . . . . . . . . . . . . . 22Database Related Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Workflow Related Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Actuate Report Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . 24MRO Integration Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25B2B Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Work Order Generation Property . . . . . . . . . . . . . . . . . . . . . . . . . 25

Setting File Security for MXSERVER.PROPERTIES . . . . . . . . . . . . 26

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Chapter 5: Verity Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Verity Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Building Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Running Verity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 6: Multisite Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Accessing Multisite from the MRO Software Control Center . . . . . . 32Defining an Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Defining Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Creating a New Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Chapter 7: Installing Actuate Report Server . . . . . . . . . . . . . . . . . . 35

Chapter 8: MAXIMO Adapter Add-Ons . . . . . . . . . . . . . . . . . . . . . . . 37

Chapter 9: Configuring Multiple MAXIMO 5 Environments . . . . . 39Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Production vs Development/Testing Configuration . . . . . . . . . . . 47

Appendix A: Starting and Shutting Down the Application Server as a Windows Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Starting the Application Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Starting the WebLogic Administration Console to Manage the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Stopping the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Stopping the Application Server from the Administration Console . 52

Appendix B: MXSERVER. PROPERTIES File Descriptions . . . . . 53MXServer Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Database Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Workflow Properties (also see the Workflow Designer’s Manual for additional information) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57MRO Software Operations Center Properties . . . . . . . . . . . . . . . . . . 58B2B Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Verity Search Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Actuate Report Server Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Preventive Maintenance (PM) Work Order Generation Property . . . 63MEA (MAXIMO Enterprise Adapter) Properties . . . . . . . . . . . . . . . . 63webMethods B2B Server Catalog Properties . . . . . . . . . . . . . . . . . . . 63

Appendix C: DOCLINK.PROPERTY File Description . . . . . . . . . . 65DOCLINK Property.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Appendix D: MAXIMO Installation Worksheet . . . . . . . . . . . . . . . . 67

Appendix E: Configuring Multiple MXServer.Properties Files . 69

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Contents

Release 5.1, 07/2002 v

Appendix F: Adding SQL Server Security Privileges . . . . . . . . . . 71Adding SQL Server Security Rights to a User . . . . . . . . . . . . . . . . . . 72

Appendix G: Creating CMD files in the BEA Product Folder . . . 77

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

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Contents

vi Release 5.1, 07/2002

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Release 5.1, 07/2002 1

Chapter 1: What is MAXIMO 5.1?

Overview With the introduction of MAXIMO 5.1 MRO Software, Inc. introduces a new generation of MAXIMO based on web architecture. As a web application, you will run MAXIMO through an internet browser (Microsoft Internet Explorer).

The different MAXIMO components are contained on several servers. Depending upon your installation, some or all of the following may be required:

� Application Server (containing MAXIMO Application-specific business components and Java Server Pages (JSP)-based Web Applications) and the Verity Search Engine

� Actuate Server � Database Server� Transaction Server (optional)

More information about each of these servers is described in this chapter. Included in this chapter is a diagram of a typical MAXIMO 5.1 server configuration.

The MRO Software Control Center houses the administrative applications that will be used in the setup and maintenance of MAXIMO 5.1.

IMPORTANT Prior to running the MAXIMO 5.1 install, you must perform the following:

� Install the MRO Software Control Center� Create the MAXIMO Database� Install WebLogic 6.1 Service Pack 2

Additional Information

For product and documentation updates, you can check Support online at http://support.mro.com.

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MAXIMO 5.1

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MAXIMO 5.1

Application Server

MAXIMO is built using J2EE (Java 2 Enterprise Edition) technology. This requires the use of a commercial application server. MAXIMO Release 5.1 uses BEA WebLogic as its application server.

The Application Server consists of MAXIMO Applications using Java Server Pages (JSP), MAXIMO application specific business components, and BEA WebLogic Server. JavaServer Pages technology allows web developers and designers to rapidly develop and easily maintain information-rich, dynamic web pages that leverage existing business systems. The Application Server utilizes Java Runtime Environment (JRE) version 1.3.

Verity Search Engine

The Verity Search Engine, a product from Verity, Inc., used to perform fast text-based searches against vast amounts of data. Verity Search Engine has been very tightly integrated with the Application Server to search against a vast spectrum of inventory items.

For more information on the Verity Search Engine, see Chapter 5: Verity Configuration.

Actuate Server

Actuate is the reporting tool for MAXIMO 5.1. The Actuate Server consists of two components:

� Report Cast Server - provides integration to the other servers in MAXIMO

� e-Report Server - creates custom reports and modifies existing reports

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What is MAXIMO 5.1?

Release 5.1, 07/2002 3

Database Server

MAXIMO Release 5.1 supports the Microsoft SQL Server 2000 database platform.

For more information on the database, see Chapter 2: Hardware/Software Considerations.

Transaction Server (optional)

The Transaction Server complements the Application Server to provide Transaction Server business-to-business communications. The Transaction Server uses the webMethods B2B Server, version 4.0.2.

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Typical MAXIMO 5.1 Network Configuration Diagram

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Typical MAXIMO 5.1 Network Configuration Diagram

Client Side

Server Side

Client Machine withInternet Explorer

5.5 or 6.0

Actuate Server� Report Cast Server� e-Report Server

Application ServerComponents� MAXIMO Applications� MAXIMO Business Components� BEA WebLogic Server� Verity Search Engine

Database

Microsoft SQLServer

Transaction Server(optional)

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Release 5.1, 07/2002 5

Chapter 2: Hardware/Software Considerations

This chapter provides the following information:

� Competency Level – requisite skills and knowledge necessary for installing MAXIMO Release 5.1

� Hardware Configurations – detailed description of system hardware and configuration

� Software Configurations – software requirements for MAXIMO Release 5.1

Competency Level

To perform the installation, you should be familiar with the following:

� Microsoft SQL Server utilities such as SQL Query Analyzer

� Microsoft SQL Server system administration

� MAXIMO System Administration

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Hardware and Software Configurations

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Hardware and Software Configurations

Before installing MAXIMO Release 5.1 for Microsoft SQL Server, make sure that your system hardware is properly configured. For best performance, we recommend:

� Microsoft SQL Server database server� Dedicated Application Server� Dedicated Actuate Server� Dedicated Transaction Server (optional)

Client Workstation

Minimum desktop computer configuration:

� Intel-based Pentium 450 MHz processor� 64 MB of memory for Windows 98 or Windows NT Workstation

4.0. For Windows 2000 Professional and Windows XP Professional, the memory requirement is 128MB.

� SVGA 1024 x 768 High Color 16-bit color display� Internet Explorer 5.5 or 6.0. For Windows XP Professional,

MRO Software has tested and validated only Internet Explorer 6.0.

Recommended desktop computer configuration:

� Intel-based Pentium 600 MHz processor or greater� 96MB of memory for Windows 98 or Windows NT Workstation

4.0. For Windows 2000 Professional and Windows XP Professional, the memory recommendation is 256MB.

� SVGA 1024 x 768 High Color 16-bit color display� Internet Explorer 5.5 or 6.0. For Windows XP Professional,

MRO Software has tested and validated only Internet Explorer 6.0.

The software requirements for the client workstation are listed below.

� Windows 98, Windows NT Workstation 4.0, Windows 2000 Professional, Windows XP Professional

� Internet Explorer 5.5 for all certified Windows versions except Windows XP Professional, Internet Explorer 6.0 for all certified Windows versions

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Hardware/Software Considerations

Release 5.1, 07/2002 7

Setting for Internet Explorer

Follow the instructions in this section to verify your Internet Explorer settings.

1. Through your Control Panel, select Internet Options. On the Internet Properties Dialog Box.

Internet Properties Dialog Box

2. Click the Settings button.

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Hardware and Software Configurations

8 Release 5.1, 07/2002

3. Click the Automatically button as shown in the Settings Dialog Box.

Settings Dialog Box

NOTE Users who need to punchout to OCS with Internet Explorer 6 have to specifically set the browser to accept third party cookies.

1. Click on Tools/Internet Options.

2. Click on Privacy Tab.

3. Click the Advanced Button.

4. Check Override Automatic Cookie Handling.

5. Click Accept under Third Party Cookies.

6. Click OK to save the settings.

Restart the browser.

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Hardware/Software Considerations

Release 5.1, 07/2002 9

Application Server

Configuration requirements will vary according to site-specific variables such as:

� MAXIMO applications employed� database platform� number of connecting client workstations� desired performance levels

Recommended Application Server configuration:

� 2–4 dedicated, Intel-based Pentium 600 MHz dual processors� 1 GB RAM per processor

The Application Server provides business logic and framework for the MAXIMO applications.

The software requirements for the Application Server are listed below.

� Microsoft Windows NT Server 4.0 Service Pack 6a, Windows 2000 Server Service Pack 2, Windows 2000 Advanced Server Service Pack 2

� WebLogic 6.1 Service Pack 2 (provided by MRO Software, Inc.)

� IBM JRE 1.3 (supplied)

In order to have client workstations communicate with the Application Server using Java’s Remote Method Invocation (RMI), you must have TCP/IP installed on the Application Server and the client workstations. Please refer to your NT/2000 documentation for TCP/IP installation, configuration, and management information.

MAXIMO applications use JSP technology. A web server, such as the BEA WebLogic server, is used for accepting HTTP requests from client programs (web browsers) and for responding in HTML content.

Whenever a client requests a JSP page, the web server processes the JSP page, and the web server sends the result of the JSP page in HTML content back to the client. Please refer to the http://java.sun.com/products/jsp/ index.html link for more information on JSP Technology.

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Hardware and Software Configurations

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Using BEA WebLogic 6.1 Service Pack 2

You must have BEA WebLogic Application Server 6.1 ServicePack 2 installed on your machine in order to successfully install MAXIMO. This version of BEA WebLogic Application Server is supplied to you with MAXIMO. If this version and service pack of BEA WebLogic is not already on your machine, you must install it as described in Chapter 3: Installing BEA WebLogic 6.1 Service Pack 2, on page 13.

The following statement pertains to the licensing of BEA WebLogic:

Licensee is granted a Limited Use license to use the BEA Weblogic product(s). "Limited Use" means that the BEA Weblogic product(s) can be used by Licensee solely in conjunction with the contemporaneous use of MAXIMO. Licensee may not use the BEA Weblogic(s) product in a standalone fashion or with software or data not incorporated into or integrated with MAXIMO.

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Hardware/Software Considerations

Release 5.1, 07/2002 11

Transaction Server (for Optional Components)

The Transaction Server complements the Application Server to provide e-commerce business-to-business communication. The Transaction Server uses webMethods B2B Server version 4.0.2.

It is recommended that the webMethods B2B Server run on a separate dedicated machine.

Minimum system requirements:� Intel-based Pentium 450 MHz processor� 512 MB RAM

Recommended system requirements:� Intel-based Pentium 600 MHz processor or greater� 1 GB RAM

The software requirements for the Transaction Server are listed below.

� Windows NT Server 4.0 Service Pack 6a, Windows 2000 Server Service Pack 2, Windows 2000 Advanced Server Service Pack 2

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Database Server

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Database Server

The software requirements for the Database Server are listed below.

MAXIMO Release 5.1 for Microsoft SQL Server will run on any Microsoft Windows server that supports the Microsoft SQL Server 2000 database platform. We recommend installing the latest Microsoft SQL Server Service Pack. The TCP/IP network library is the only SQL Server network library that MRO Software certifies and supports.

Service PacksAt release time for MAXIMO Release 5.1, MRO Software had certified the following Service Packs:

� Windows NT (server and workstation): Service Pack 6a� Windows 2000: Service Pack 2

NOTE MRO Software will support MAXIMO with later Service Packs as they are released by third-party vendors. It is the policy of MRO Software to validate its products with the latest possible Service Pack at time of release certification.

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Release 5.1, 07/2002 13

Chapter 3: Installing BEA WebLogic 6.1 Service Pack 2

This chapter contains the information necessary for installing BEA WebLogic Service Pack 2.

In order to successfully complete this installation, the BEA WebLogic 6.1 Service Pack 2 Installation Program requires that you have 300MB of free disk space on your system.

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Starting the Setup Installation Program for BEA WebLogic 6.1 Service Pack 2

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Starting the Setup Installation Program for BEA WebLogic 6.1 Service Pack 2

1. Log in to NT/2000 as Administrator or a user with administrative rights..

2. Insert the CD labeled MAXIMO Release 5.1 into the CD-ROM drive.

3. To start the installation program, use Windows Explorer to open your CD-ROM drive folder, then double-click weblogic610sp2_win.exe.

Setup Installation Program Screens and Dialog BoxesThe Setup installation program starts and displays a series of screens and dialog boxes. Most of these are listed below, along with comments that may be relevant to some of your choices.

On screen Instructions

Welcome – Click Next to begin.

License Information – Select Yes to accept the License Agreement. Click Next to continue.

Click Next.

Choose Install Set – Select Server Only as the installation set to be installed.BEA Home Directory Selection – If you have already installed any version of BEA WebLogic or any BEA product, select the Use Existing BEA Home option. If you have not previously installed any BEA products, select Create a New BEA Home (for example, c:\bea).

BEA Product Installation Directory – You must accept the default of wlserver6.1 for the product folder.

Important Note Do not change the default. If you choose anything other than the installation default, you will have to manually configure MAXIMO according to the instructions in Appendix F.

Click Next to continue.

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Installing BEA WebLogic 6.1 Service Pack 2

Release 5.1, 07/2002 15

Default Server Configuration – You may accept the default values in the WebLogic Admin Domain Name, Server Name, Listen Port, Secure (SSL) Listen Port fields, or change these value.Windows Service – When prompted to install WebLogic Server as a Windows Service, select No.System Password Creation – Specify a password that will be used to start the WebLogic Server and to manage the server from the browser through a console application. This password will also be requested when you install MAXIMO.

Installing BEA WebLogic Server – The installation process starts here. The screen displays the installation as it progresses.

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Starting the Setup Installation Program for BEA WebLogic 6.1 Service Pack 2

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Install Complete Dialog Box

Install Complete – The setup is complete once the Install Complete dialog box is displayed.

NOTE You will receive a fully licensed BEA WebLogic product when you install MAXIMO 5.1. As noted on the Install Complete dialog box, the copy installed at this time is a temporary evaluation copy, only.

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Release 5.1, 07/2002 17

Chapter 4: Installing the MAXIMO 5.1 Application

This chapter contains the information necessary for installing MAXIMO 5.1. This chapter contains the following:

� Instructions for installing MAXIMO 5.1� Configuring the MXSERVER.PROPERTIES file� Setting File Security for the MXSERVER.PROPERTIES file

This document contains a worksheet to assist you in gathering the information you need prior to running this installation program. See Appendix D: MAXIMO Installation Worksheet, on page 67.

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Running the MAXIMO 5.1 Application Installation

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Running the MAXIMO 5.1 Application Installation

Installing the MAXIMO 5.1 Applications should take about 15 minutes.

In order to successfully complete this installation, the MAXIMO Installation Program requires that you have 400MB of free disk space on your system.

Starting the Setup Installation Program

1. Log in to NT/2000 as Administrator.

2. Insert the CD labeled MAXIMO Release 5.1 into the CD-ROM drive.

3. To start the installation program, choose Start/Run then type d:\maximo51.exe (where d is your CD-ROM drive), then click OK or press Enter.

or

Use Windows Explorer to open your CD-ROM drive folder, then double-click maximo51.exe.

Setup Installation Program Screens and Dialog Boxes

The Setup installation program starts and displays a series of screens and dialog boxes. Most of these are listed below, along with comments that may be relevant to some of your choices.

NOTE The installation program asks questions and uses your answers to some of the questions to update the MXSERVER.PROPERTIES initialization file. The Application Server and components use this file. You can edit the MXSERVER.PROPERTIES file with any text editor if you need to change some of these values as described later in this chapter.

On screen Instructions

Welcome – It is strongly recommended that you close all other programs before continuing with this installation.

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Installing the MAXIMO 5.1 Application

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Serial Number Information – This installation requests a serial number to continue. You should enter the serial number included in your MAXIMO license agreement.

BEA WebLogic Check – This screen is displayed only if you do not have BEA WebLogic 6.1 ServerPack 2 on your machine.

If BEA WebLogic is not available on your machine, this dialog box indicates that you must have the version of BEA indicated.

Confirm BEA WebLogic Installation Home Directory – You must either verify the location where BEA WebLogic is be installed or accept the default value.

If you have another version of BEA WebLogic on your machine, an error message dialog box displays which prompts you to install the correct version.

Select BEA WebLogic Domain – Setup requires that you select a BEA WebLogic Domain. Click on the Domain that you will be using with MAXIMO.

Choose Install Folder – Enter the destination location of the folder to which the installation program should install MAXIMO.

Choose the default (C:\MAXIMO) or enter another folder by either typing it in or clicking Choose and using the Browse for Folder dialog box.

Database Type – Select Microsoft SQL Server as your database type.

Database Login Information – Enter or accept information in the following fields:

� Database Server Name – Enter the host name of the server where SQL Server is installed.

� Port Number – Enter the port number. The default is 1433.� Database Name – Enter the SQL Server database name.� Database Owner – Accept the default value. The default is

dbo.� DB Owner Password – Enter a password for the Database

Owner.� Database Username – Database owner username (i.e.

MAXIMO).

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SMTP Host Information – Enter the host name of the machine running the SMTP server. This is needed for facilities that make use of e-mail such as Workflow notifications and any error message notifications. Your e-mail administrator can provide this information.

E-mail Notification Information – If you are using Workflow, enter the e-mail address of the workflow administrator. The e-mail address entered should be in the [email protected]. The installation program uses this value to update the mxe.workflow.admin property in the MXSERVER.PROPERTIES file.

If you are not using Workflow, enter the e-mail address of the MAXIMO administrator. The installation program uses this value to update the mxe.adminEmail property in the MXSERVER.PROPERTIES file.

B2B Server Connection Information – If you are using the B2B Server, you should enter information in the following fields:

� B2B Server Host� B2B Server Port Number� E-mail Address – of the B2B Server administrator� Enter Username – Enter the username of the B2B

administrator. Default is Administrator.� Enter Password – Enter the password of the B2B

Administrator. Default is manage.

If these values are not entered, the MXSERVER.PROPERTIES file will need to be modified later in order to use the B2B Server.

Local Host Name – Enter the name of the local host machine on which MAXIMO is being installed.

Actuate eReport Server Information – Enter the following fields to connect to the eReport Server:

� Report Server Name� Report Server Port Number – the default is 80� Actuate Administrator’s Password – the default is admin

Any of these values may be entered or changed manually later on through the MXSERVER.PROPERTIES file.

Windows Service Question – The installation program defaults to add MAXIMO as a Windows Service. Click Next to continue or

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uncheck this box if you do not want this application started automatically.

BEA WebLogic Password – If you selected to start MAXIMO as a Windows Service and want to include BEA WebLogic 6.1 Service Pack 2 as part of that service, enter the BEA Administrator Password on this screen. This is the same password that was entered during BEA WebLogic information.

Port Information – Please specify the port number to be used by the MAXIMO Application Server. The default is 80.

Pre-Installation Summary – A summary of your installation selections displays on this screen.

Installing MAXIMO – The installation process starts here. The screen displays the status of the installation as it progresses.

Install Complete – The setup is complete once the program has copied the files. If errors occurred, they may be viewed through the installation log (the install.log file) located in the C:\MAXIMO\UNINSTALLER DATA folder.

Verify the user registration login user name and password in the MXSERVER.PROPERTIES file is set to dbo. Edit the file as needed.

In order to run MAXIMO, you must reboot your machine. Also, if MAXIMO is not running as a Windows Service you must refer to Appendix A: Starting and Shutting Down the Application Server, on page 49 to manually start and stop MAXIMO.

When MAXIMO is running, connect by opening your browser and typing the URL:

http://<host name of the application server>:<port>. Forexample - http://appserver:8080.

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Configuration of MXSERVER.PROPERTIES File

The following section describes the parts of theMXSERVER.PROPERTIES file for basic functions of MXSERVER. A table describing these properties, and many others, appears as an appendix to this manual.

NOTE You MUST change the following property in the MXSERVER.PROPERTIES file to reflect the schemaowner username (i.e MAXIMO).

� User Registration Login Name - mxe.system.reguser

You must grant permission to the schemaowner to create new users. See Appendix F, Adding SQL Server Security Privileges.

Property names and their values are case sensitive. After editing the file, be sure to save the changes.

Database Related Properties

� Schema Owner – The owner of the database schema. If the owner of the database schema is MAXIMO, this value will appear as: mxe.db.schemaowner=dbo.

� Driver – The driver name. The default driver is: mxe.db.driver=com.inet.tds.TdsDriver

� The Host Name, Port, and SID – The Microsoft SQL Server driver defined in mxe.db.url. For example, if this value reads:

mxe.db.driver=jdbc:inetdae7:servername:portnumber?database=databasename&language=us_english&nowarnings= true

you would substitute your server name, port number, and database name, respectively, for the italicized variables.

� Database User – The user that binds to the database when MXServer begins running. For example, if the schema owner is MAXIMO, this value reads:

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mxe.db.user=maximo

� Password – The password for the database user.

For example, if the password is MAXIMO, this value reads: mxe.db.password=maximo

� User Registration Login Name – The user registration login name when registering a new user. User name specified must have permission to create new users. (See Appendix F, Adding SQL Server Security Privileges.) With the default value as maximo, this value will read:

mxe.system.reguser=maximo

� User Registration Login Password – The user registration login password. With the default value as maximo, this value will read:

mxe.system.regpassword=maximo

� SMTP Mail Server – The host running the SMTP server. You need the host for facilities that make use of e-mail such as Workflow notifications and any error message notifications. Your network administrator can provide this address. This initially reads:

mail.smtp.host=mailhost.yourcompany.com.

Workflow Related Properties

� Administrator e-mail account – E-mail account of the workflow administrator.

For example, if the e-mail account of the administrator is [email protected] name, this value would read:

[email protected]

� If you are using Workflow, you may need to delete the comment marks from the following parameters:

! mxe.cronTask.psdi.workflow.AutoAccept – E-mail notification and frequency

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! mxe.cronTask.psdi.workflow.EmailNotification – E-mail notification and frequency

! mxe.cronTask.psdi.workflow.Escalation – Escalation facility and frequency

! mxe.cronTask.psdi.workflow.WaitForMaterial – Auto assignment facility and frequency

Actuate Report Server Properties

� mxe.report.actuate.webserver – URL address of the machine where MAXIMO is installed. If the web server is running on a port other than the default, the port number needs to be specified.

� mxe.report.actuate.reportserver – The machine name of the report server that accesses the encyclopedia.

� mxe.report.actuate.rptServerAdminPass – The administrator’s password for the Actuate Server.

� mxe.report.actuate.db.connectstring – The data source name of the Actuate server that will run reports.

If you are using Actuate Report Server, you must delete the comment marks from the following two parameters:

! mxe.cronTask.psdi.app.report.ActuateUpdateCronTask – The frequency with which MAXIMO attempts to create a new Actuate user from a newly created group which does not have a corresponding Actuate user. The default value is 5m (5 minutes).

! mxe.report.actuate.acDocumentRoot – URL address of the machine where MAXIMO is installed. This address is used by report jsp pages to locate the jsp pages on the Actuate web server. The default address is http://WebServerMachine:8080.

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MRO Integration PropertiesEdit this section, only if you are utilizing the MAXIMOe-Commerce Adapter, by deleting the comment marks from the following parameters:

� mxe.cronTask.psdi.mnet.ProcessPOCron – This parameter searches the system database for POs and sends them to their destination. The default is 60s (60 seconds).

� mxe.mro.txn.timeout – This parameter determines the timeout value for product search transactions. The default is 30s (30 seconds).

B2B Server PropertiesIMPORTANT You must edit this section only if you are using the B2B Server.

For more information on these properties, see “B2B Server Properties” on page 59.

Work Order Generation PropertyIf you are utilizing MAXIMO Preventive Maintenance records, delete the comment marks from the following parameter:

mxe.cronTask.psdi.app.pm.PMWoGenCronTask – This parameter generates work orders from PM (Preventive Maintenance) records. The default is 14d (14 days).

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Setting File Security for MXSERVER.PROPERTIES

The MXSERVER.PROPERTIES file contains clear text, non-encrypted system passwords. You must prevent users who are not system administrators from accessing this file by restricting the permissions. Each time, after starting the Application Server, do the following:

1. In Windows Explorer, select the MXSERVER.PROPERTIES file.

2. Right-click on the file and select the Properties.

3. In the Properties dialog box, select the Security tab.

4. Place a checkmark in the Deny Permissions box (this checkmarks all the boxes).

All other files in the <MAXIMO ROOT> folder should be set to Read access for all users who are not system administrators.

NOTE To enhance the protection of passwords in MXServer.properties, refer to the section titled "Protecting the MXServer.properties File," at the end of Chapter 14, Managing the Application Server.

Continue on to Chapter 7: Verity Configuration to build the Verity Collections.

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Chapter 5: Verity Configuration

This chapter gives an overview of the following topics related to the configuration of Verity:

� overview of the Verity Search Engine� Verity configuration

This section contains information on:

� building collections� adding new fields to the item collection� running Verity

Overview The Verity Search Engine is a product from Verity, Inc. used to perform fast text-based searches against vast amounts of data. The Verity Search Engine product is independent of any database and maintains data that you need to search in Collections (the concept of a Collection is similar to a database).

Verity Search Engine works with the Application Server to search against your inventory. As a result, the system updates the Verity collection automatically with the latest changes from the MAXIMO database. This process keeps your Verity Collections up to date.

The Application Server uses two Verity Collections to facilitate your search criteria:

� Item Collection - searches for items and displays those found.

� Category Collection - searches for items and lists the categories where they reside

In the Verity Collections, the system treats each record like a document. Most of the time, the system is either inserting, modifying, and/or deleting new documents from the collections.

The Verity Search Engine product provides a program, k2server, to provide precision search and retrieval from the collections.

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Verity Configuration

After you install MAXIMO Release 5.1, the system automatically creates a Verity folder under the MAXIMO folder along with other subfolders, namely, Collections, defaultstyles, and K2401.

To use the Verity Search Engine, perform the following steps:

1. Build Collections

2. Run Verity

Building Collections

Building a collection is copying all the data from the database into the Verity Collections.

Whenever the system must create a collection, Verity requires a set of style files to dictate the rules associated with the Collection. The default style files used for the Item and Category Collections are itemstyles (for item styles) and catstyles (for category styles). These files are in the folder <MAXIMO ROOT>\ VERITY\DEFAULTSTYLES folder.

Do not modify the catstyle file, as in most cases, you do not need to change it. You can modify the itemstyle file to include specific item fields that you would like to use for the search. For details on adding new styles, refer to the section titled, "Adding new fields to the Item Collection."

To build the Verity Collections, perform the following steps from the Command Prompt in the <MAXIMO ROOT> folder:

1. Enable the verity triggers file by running the following batch file:

enableveritytriggers.bat

2. Build the item collection from the database by running the following batch file:

bulkloaditems.bat

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3. Build the category collection with data from the database by running the following batch file:

bulkloadcategories.bat

The bulkloaditems.bat and bulkloadcategories.bat files reside in the <MAXIMO ROOT> folder. They create the collections in the <MAXIMO ROOT>/verity/collections folder. If you want to create the collections in another folder, open the script files using a text editor and review the usage.

Running Verity

To set up Verity as a Windows Service:

From the Command Prompt in the <MAXIMO ROOT> folder run searchserverservice -install. To start the service, go to the Control Panel and click on Services. Select searchbrokerservice.exe and click on Start.

To start Verity manually:

Go to the Command Prompt and run the K2SERVER.BAT file from the <MAXIMO ROOT> folder. The K2SERVER.BAT file takes information from the <MAXIMO ROOT>\ K2SERVER.INI file. The K2SERVER.INI file provides the K2SERVER information about what collections need to be searched by the client programs.

NOTE Your screen will show the words "Pinging Broker:9900->Dead." This is not an error message, it indicates that the Verity server is running.

NOTE After you build the Collections, to access the Collections you need to stop the Search Server process and restart it.

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Chapter 6: Multisite Setup

Overview Multisite is an implementation of MAXIMO whereby different company sites can share data units from a single database. Rather than setting up multiple instances of MAXIMO, a company can now install MAXIMO once, and multiple sites can access the same database via a web browser.

MAXIMO Sites and Organizations

To use the Multisite implementation, there are two new concepts used to set up MAXIMO: sites and organizations. Sites and organizations are logical divisions of a company determined by what type of operations are performed at certain locations, and what data can be shared by certain locations.

This chapter describes briefly how to:

� set up your initial organization � set up your initial site

Both an organization and site are required in order to utilize MAXIMO.

For more complete information on multisite, see the Multisite Planning Guide.

Creating Initial MAXIMO Users

The users MAXIMO and SYSADM cannot run multisite, therefore you must create MAXIMO users via Signature Security in order to access the MAXIMO applications. Refer to Chapter 1, Signature Security of the MAXIMO System Administrator’s Guide.

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Accessing Multisite from the MRO Software Control Center

On the MRO Software Control Center Welcome screen, select Multisite setup from the Administrative Control Center.

Welcome Screen

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Defining an Organization

This section describes how to define an initial organization.

Multisite Setup Screen (Organization Tab)

To create a new organization:

1. Click the insert button.

2. Type an organization name for the organization. The organization name must be unique.

3. Specify a base currency in the Base Currency 1 field. A base currency is required in order to define your organization.

The other fields on this screen are optional and may be filled in later.

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Defining Sites

You define Sites at the organization level. At least one site must be added in order to use the organization.

Creating a New Site

To create a new Site, follow the steps below.

1. On the Search tab, locate the Organization for which you want to add sites. You can type the complete or partial organization name and click Find.

2. From the results list, click an organization.

3. Click the Sites tab in the main Multisite setup window.

4. Click New Row.

The window expands.

5. Type a Site ID for the new site.

You must enter a Site ID is required, and it must be unique within the database.

6. You can enter addresses for the Ship To: and Bill To: fields. These fields are optional.

7. Click Update to refresh the page.

8. Click Save in the toolbar to update the database.

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Chapter 7: Installing Actuate Report Server

Overview With the introduction of MAXIMO 5.1, MRO Software, Inc. introduces Actuate as its new reporting tool. Actuate allows you to design and build reports to be published on the web through your Internet browser (Microsoft Internet Explorer).

For information on installing Actuate, see the Actuate Installation Guide.

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Chapter 8: MAXIMO Adapter Add-Ons

Overview MAXIMO 5.1 has many add-on components that allow you to connect to marketplaces and enterprise systems. The following is a list of components that are described in detail in the individual adapter installation guides.

� MAXIMO e-Commerce Adapter� MAXIMO e-Commerce Adapter for Catalog Loading� MAXIMO e-Commerce Adapter for Ariba CSN� MAXIMO e-Commerce Adapter for Commerce One Marketsite� MAXIMO Enterprise Adapter� MAXIMO Enterprise Adapter for SAP R/3� MAXIMO Enterprise Adapter for Oracle Applications� MAXIMO Enterprise Adapter for PeopleSoft Applications

Prior to installing any of these adapters, you must first install webMethods B2B. Refer to your individual adapter guide for both webMethods installation and configuration instructions as well as adapter-specific information.

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Chapter 9: Configuring Multiple MAXIMO 5 Environments

Overview A default MAXIMO Release 5 installation contains a standard folder structure allowing connectivity to a single database. MAXIMO 5, however, can be configured to allow for multiple environments and databases.

NOTE MAXIMO uses an Application Server to provide access to the business components of the MAXIMO Application and to the MAXIMO Web Application. MAXIMO uses BEA WebLogic Server 6.1 SP2 as the Application Server. For topics regarding managing the Application Server in a Windows or Solaris environment, see Chapter 14: Managing the Application Server in the MAXIMO System Administrator’s Guide.

Common elements in the standard MAXIMO folder structure are:

� JSP Folder Structure

The JSP folder contains the MAXIMO *.jsp files. These represent screen elements that can be modified. See the Design Studio for more information on customizing your MAXIMO screens.

� Class Files

MAXIMO 5 gives you the ability to create custom class files to meet your business needs. For more information on creating custom class files, see the SDK (Software Developer’s Kit)

� Actuate Reports

The RPT folder(s) on the Actuate server contain the files for report modifications. See the reporting section in this chapter for more info on multiple report folders.

The above elements will be referred to in the three common configuration types defined below. Most customers will fall into one of these 3 categories. If you plan to have multiple

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MAXIMO 5 environments, please refer to these types to determine which configuration best suits your business needs

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TYPE I

Type I represents the default, ‘out of the box’ configuration of MAXIMO Release 5. All users connect to a single MAXIMO database using one JSP folder, a common set of class files and one Actuate report folder as shown below.

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TYPE II

In Type II, you have the option of connecting to multiple databases. All users utilize one set of JSP screens, a common set of class files and Actuate reports, but can connect to multiple databases.

In order to do this, you will need to make copies of the MXServer.properties file and rename according to your desired environment. Each MXServer.properties file will allow the MXServer process to connect to a specific database. See "Appendix E: Configuring Multiple MXServer.Properties Files," page 69 for more information.

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You will also need to modify the login.jsp file to add the servername field to the login screen. Users then specify the servername to connect the specific database.

Modify the login.jsp file located in the maximo\jsp\common\system folder. Add the code (in bold) which will create the Server field on the login screen (as depicted above).

<tr><td width='30%' align=right>Server:&nbsp;</td><td width='30%'><input type='text' name='server'size='15' value='<%= lastLoginServer %>' ></td><td width='35%'></td>

</tr>

<tr><td width='30%' align=right>User Name:&nbsp;</td><td width='30%'><input type='text' name='username'size='15' value='<%= lastLoginUserName %>' ></td><td width='35%'></td>

</tr>

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Type III

In this example, you may want to make JSP screen and report customizations, as well as creating custom class files using the SDK. In this configuration you would have 3 separate iterations of MAXIMO, each with its own JSP folder. You will need to create a corresponding Actuate RPT folder for each MAXIMO instance (see the Reporting section for information on the Actuate foldernames)

NOTE: CREATING ANY CUSTOM CLASS FILES REQUIRE YOU TO HAVE A FULL MAXIMO FOLDER STRUCTURE

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You will want to modify each login.jsp file located in the maximo1\jsp\common\system folder to change the servername from the default of MXServer to your specific server name.

Search for the line below and add your server name in place of <%=lastLoginServer %>">

<input type="hidden" name="server" size="15" value="<%=lastLoginServer %>">

example:

<input type="hidden" name="server" size="15" value="/MXServerMax1">

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Reporting

When configuring reports in a multiple MAXIMO environment, you must specify which report folder each MAXIMO instance will be using.

This is accomplished by making a configuration change to the actuatefolder.jsp file, located under the maximo1\jsp\common\reports directory.

Where ‘maximo1’ is the specific instance of MAXIMO you are modifying

Within this file, you specify which root reports folder (rpt1, rpt2, etc…) will be used with each specific MAXIMO instance.

Below are the default contents of this file:

<%//Set this variable equal to the root directory namein the Actuate EncyclopediaString locale = “/rpt” ;

%>

For example, if MAXIMO1 was being utilized , an associated rpt1 folder will contain the reports. Thus, you would modify the actuatefolder.jsp file in the Maximo1\jsp\common\reports folder

<%//Set this variable equal to the root directory namein the Actuate EncyclopediaString locale = “/rpt1” ;

%>

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Production vs Development/Testing Configuration

MRO Software Product Support recommends that no development, testing or training be done on the Production server.

Below we depict a common production and development configuration.

This example shows a typical MAXIMO 5 production environment at the left. You have one production application server and one production report server connecting to a common database server. Secondary servers for development/testing are shown to the right. All MAXIMO customizations can be done on the dev/test servers and, when tested, migrated to the production servers.

NOTE: The Development/Test servers shown do not have to be server class machines. Typically, there is a small number of developers and less stress on the system. Therefore these machines can be low-end servers or high-end desktops capable of handling your development needs.

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Appendix A: Starting and Shutting Down the Application Server as a Windows Service

Overview This appendix describes how to:

� start the Application Server� start the WebLogic Administration Console to manage the

Application Server� stop the Application Server� stop the Application Server from the WebLogic

Administration Console

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Starting the Application Server

If the Application Server is not configured as a Windows Service, perform the following to start the Application Server.

Note for Users with Double-byte Requirements

NOTE: FOR INSTALLATIONS WITH DOUBLE-BYTE REQUIREMENTS, OPEN THE STARTMAXIMOSERVER.CMD FILE FROM \\ ������������ ���������� AND VERIFY THAT THE MAXIMO FOLDER (I.E C:\MAXIMO) PRECEDES ORACLE THIN (I.E.C:\MAXIMO\LIB\ORACLETHIN.ZIP) IN THE CLASSPATH.

Example:

Set CLASSPATH=%MXSERVER_CLASSPATH%;C:\MAXIMO\lib\oraclethin.zip;%CLASSPATH%

To start the Application Server, complete the following steps from the command prompt in the <APPLICATION SERVER> directory (the directory where BEA WebLogic is installed).

1. Enter the following command to change to location of the mydomain directory:��������������� ����������

2. Run the following command located in the directory specified in the previous step:

startMAXIMOSERVER.cmd

where MAXIMOSERVER is the name of your application server. If you configured a new instance of the Application Server, then you should run the appropriate script file for that instance.

3. The Application Server starts up and runs MAXIMO.

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Starting and Shutting Down the Application Server as a Windows Service

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Starting the WebLogic Administration Console to Manage the Application Server

The following steps describe how to manage the Application Server from the Administration Console.

1. Check that the Application Server is already started and running.

2. Use Internet Explorer to access the Administration Console by specifying the URL as:

http://<machinename>:<port>/console where

<machinename> is the name of the machine <port> is the port number where the Application Server is started

The Application Server password is needed to access this URL.

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Stopping the Application Server

To stop the Application Server when running from the command prompt, press [Ctrl+C].

Stopping the Application Server from the Administration Console

The following steps describes how to stop the Application Server from the Administration Console.

1. From the Administration Console, identify the MAXIMO Application Server from the list of servers shown in the frame on the left side of the screen.

2. Right-click on the server name and select the Stop this Server option.

3. The Administration Console displays a message in the frame in the right side of the screen.

4. Click Yes to stop the server. The Administration Console sends a command to stop the Application Server.

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Appendix B: MXSERVER. PROPERTIES File Descriptions

The MXSERVER.PROPERTIES file is a configuration file the Application Server accesses when it starts. You selected the folder location for this file, and property values, during installation. The tables below list those properties from the file that you may want to edit and describes their functions. To view the entire file with all the properties and their descriptions, or to change property settings in the file, you can use Notepad or another text editor to open MXSERVER.PROPERTIES.

For more information on setting file security for MXSERVER. PROPERTIES, see “Setting File Security for MXSERVER.PROPERTIES” on page 26.

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MXServer Properties

Property Name Description

mxe.name Name of the Application Server that binds it to the RMI registry. The default name is MXServer.

mxe.home The home directory where MAXIMO is installed.

NOTE: MUST HAVE DOUBLE \ BETWEEN THE DIRECTORY NAMES (I.E. MXE.HOME = C:\\MAXIMO)

mxe.rmi.port Port used by RMI for communication, if left at 0 RMI will use any available port on the system. To use a specific port, set this parameter to an available port number. The default value is 0.

mxe.verbosity Wordiness of the diagnostic messages the server writes to the console. Values range from 1 (least wordy) to 10 (most wordy). The default value is 3.

mxe.msgLogFile File name to which system messages are appended. To write to the console, enter stdOut. To write to a file, specify a file name. The default file name is stdOut.

mxe.errLogFile File name to which error messages are appended. To write to the console, specify stdErr. To write to a file, specify a file name. The default file name is stdErr.

mxe.allowLocalObjects If the MAXIMO web application is configured to run along with MAXIMO business components in the same application server instance (which is the recommended default configuration for MAXIMO), then setting this option to true will enhance the performance of the system. The setting of this option to either true or false does not affect system functionality. The default value is true.

mxe.UserLicenseKey The user license key.

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Database Properties

Property Name Description

mxe.db.schemaowner Owner of the database schema. Default owner name is dbo.

mxe.db.driver For a Microsoft SQL Server database, the default driver name is:mxe.db.driver=com.inet.tds.TdsDriver

mxe.db.url The host name, port, and SID.

The default is:

mxe.db.driver=jdbc:inetdae7:servername:portnumber?database=databasename&language=us_english&nowarnings= true.

where you would substitute your server name, port number, and database name for the italicized values.

mxe.db.initialConnections Number of database connections that need to be kept open as soon as the Application Server is started. The default value is 15.

NOTE: IF THE VALUE IS SET LOWER THAN 15, MXSERVER CANNOT CONNECT TO THE DATABASE.

mxe.db.maxFreeConnections Maximum number of free database connections available in connection pool. The default value is 30.

mxe.db.minFreeConnections Minimum number of free database connections needed in the connection pool in order for more connections to be allocated. The default value is 10.

mxe.db.newConnectionCount Number of new connections to be created when the minimum free connections are available in the connection pool. The default value is 5.

mxe.db.logSQLTimeLimit Logs the SQL statements that take longer than the specified time limit. The time is in milliseconds. The default is 1000 milliseconds.

mxe.db.user Database user the server uses to attach to the database server. This user must be the schema owner.

mxe.db.password Password for the database schema owner user name.

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mxe.system.reguser User registration login name when registering a new user. User name specified must have permission to create new users. The default is maximo.

mxe.system.regpassword User registration login password. The default is maximo.

mail.smtp.host Name of the host running the SMTP server. This name is needed for facilities that make use of e-mail such as Workflow notifications, Actuate e-mailing, and any error message notifications. Your network administrator can provide this address.

mxe.db.systemdateformat System date format. For SQL Server, the value is: mxe.db.systemdateformat=getdate()

mxe.adminEmail E-mail address used if the MAXIMO user has not specified an e-mail address in the labor record. The default is mailhost.yourcompany.com.

Property Name Description

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Workflow Properties (also see the Workflow Designer’s Manual for additional information)

Property Name Description

mxe.workflow.admin E-mail account of the Workflow administrator.

mxe.cronTask.psdi.workflow.EmailNotification

Determines whether the e-mail notification facility is enabled and how often it is executed. Default value is 5m (5 minutes).

mxe.cronTask.psdi.workflow.Escalation

Determines whether the escalation facility is enabled and how often it is executed. Default value is 5m (5 minutes).

mxe.cronTask.psdi.workflow.WaitForMaterial

After a task is build into a work order and that work order is waiting for material (WAITMATL), this property periodically checks to see if the material has been received so the status can be changed to approved. Default value is 5m (5 minutes).

mxe.cronTask.psdi.workflow.AutoAccept

When this facility is enabled, accept actions found on assignments are automatically processed. Default value is 5m (5 minutes)

In some cases, user AUTOACPT and labor code AUTOACPT may both need to be created.

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MRO Software Operations Center Properties

Property Name Description

mxe.cronTask.psdi.mnet.ProcessPOCron

The frequency with which the database is to be polled for purchase orders to be sent to their destination. The default is 60s, every 60 seconds.

mxe.mro.txn.timeout The time out value for product search and other electronic commerce transactions. The default value is 30 seconds.

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B2B Server Properties

Property Name Description

mxe.b2b.hostUrl The B2B server host name or TCP/IP address and port.

mxe.b2b.username The B2B server connection username.

mxe.b2b.password The B2B server connection password.

mxe.b2b.interface The interface name that provides the service.

mxe.b2b.service The service name that provides the outgoing communication.

mxe.b2b.reply.service The reply service name to receive txn messages.

mxe.b2b.admin.email The e-mail address of the administrator

mxe.b2b.Ariba.interface The name of the Ariba integration package. This information is required for communication with Ariba.

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Verity Search Properties

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Verity Search Properties

Property Name Description

mxe.cronTask.psdi.server.VerityCollSubmitCronTask

Specifies the time interval for the Verity Collection Submit cronTask to run. The default is 5 minutes.

mxe.verity.collection.itemcollection

Updates the item collection with modified data from the database. This property is used by the Verity Collection Submit CronTask.

mxe.verity.collection.categorycollection

Updates the category collection with modified data from the database. This property is used by the Verity Collection Submit CronTask.

mxe.verity.bulkload.totalfieldcount

Specifies, for every field that should be included in the collection, the verity field name followed by a comma and by the database column name of the item table.

The default value specifies the total number of user- defined fields to be included in the Collections as in the following example:

mxe.verity.bulkload.fieldx=<verity field name>, <item column name> where

x is the index starting from 1

<verity field name> is the name of the field that refers to the Item column name in the Verity Collection

<item column name> is the name of the column from the ITEM table.

Some examples are: mxe.verity.bulkload.field1=ITEM_MSDSNUM,msdsnum mxe.verity.bulkload.field2=ITEM_IN1, in1 mxe.verity.bulkload.field3=ITEM_IN1, in2

mxe.verity.bulkload.longdescription

Indicates whether an item’s long description should be included in the collection or not. The default is true (include long description).

mxe.verity.server Specifies the name of the machine which runs the k2Server. The default value is localhost.

mxe.verity.port Specifies the port number of the machine which runs the k2Server. The default port number is 9901.

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mxe.verity.maxrows Specifies the maximum number of rows that are returned in the search results. The default value is 200.

mxe.verity.collection.itemcollection.en

Specifies the item collection alias name in the k2server.ini file.

mxe.verity.collection.itemcollection.resultset.attribute.n

Specifies the attributes that should be included in the resultset of the search.

n is the number of attribute fields, starting from 0 and increasing by one for each of the attribute fields.

Some examples are: mxe.verity.collection.itemcollection.resultset.attribute.0 =ITEM_ID, mxe.verity.collection.itemcollection.resultset.attribute.1=ITEM_DESCRIPTION

mxe.verity.collection.categorycollection.en

Specifies the category collection alias in the k2server.ini file

mxe.verity.useCommodityRestriction

Indicates whether or not commodity restrictions need to be enabled for item and category collections.

Default value is false (do not include commodity restrictions).

Property Name Description

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Actuate Report Server Properties

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Actuate Report Server Properties

Property Name Description

mxe.report.actuate.webserver URL address of the web server that runs the web interface to the report encyclopedia. If the web server is running on a port other than the default, the port number needs to be specified. The default value is http://WebServerMachine:8080 where:

� WebServerMachine is the machine where MAXIMO is installed

� 8080 is the port number

mxe.report.actuate.reportserver

The machine name of the report server that accesses the encyclopedia.

mxe.report.actuate.rptServerAdminPass

The administrator’s password for the Actuate Server.

mxe.report.actuate.db.connectstring

The data source name of the Actuate server that will run reports. The default value is maximo.

mxe.report.actuate.acDocumentRoot

URL address of the machine where MAXIMO is installed. This address is used by report jsp pages to locate the jsp pages on the Actuate web server. The default address is http://WebServerMachine:8080.

mxe.cronTask.psdi.app.report. ActuateUpdateCronTask

The frequency with which MAXIMO attempts to create a new Actuate user from a newly created group which does not have a corresponding Actuate user. The default value is 5m (5 minutes)

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Preventive Maintenance (PM) Work Order Generation Property

MEA (MAXIMO Enterprise Adapter) Properties

webMethods B2B Server Catalog Properties

For information about defining company catalogs, see the MAXIMO System Administrator’s Guide. This information is being stored in the company’s record.

Property Name Description

mxe.cronTask.psdi.app.pm.PMWoGenCronTask

When the PM Work Order Generation Facility is enabled, Work Orders will be generated from PM records. Default value is 14d (14 days).

Property Name Description

mea.db.user The internal username that MEA uses to process data. The username must be a valid MAXIMO username and the user’s profile information (for example, purchasing limit) must agree with the type of data received through MEA. The default is maximo.

mea.db.password The password for mea.db.user. The default is maximo.

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Appendix C: DOCLINK.PROPERTY File Description

The DOCLINK.PROPERTY file, contained in <MAXIMO ROOT>, defines where newly created documents will be placed and allows users to view these documents when clicking onto a hyperlink

DOCLINK Property.

Property Name Description

mxe.doclink.doctypes.defpath The default folder for newly created files. After the file is created, the system looks in the DOCLINK. PROPERTY file to see the default folder location where it should store the newly created file.

One examples is:C:\\DOCLINKS\\default

Note the location of double backslashes.

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Appendix D: MAXIMO Installation Worksheet

Prior to running the MAXIMO Installation program, please review the following list to be sure that you have gathered all of the information requested. The page numbers after each entry indicate the corresponding location in the text.

1. Serial Number Information. The serial number included with your MAXIMO License Agreement. (page 19)________________________________________________________

2. Choose Install Folder for installing MAXIMO. The default is C:\MAXIMO. (page 19) ________________________________________________________

3. Database Login Information. The Database Server Name, Database Name, and password. (page 19) ________________________________________________________

4. SMTP Host Information. Name of your SMTP (Simple Mail Transfer Protocol) server. This is your mail gateway server.(page 20)________________________________________________________

5. E-mail Notification Information. The e-mail address of the Workflow Administrator or MAXIMO Administrator. (page 20)_________________________________________________________

6. B2B Server Connection Information. The user name and password for connecting to the B2B server. (page 20)

________________________________________________________

7. Actuate e-Report Server Information. The Actuate Report Server Name. (page 20) ________________________________________________________

8. BEA WebLogic Folder. The folder to which BEA WebLogic should be installed. (page 21) ________________________________________________________

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Appendix E: Configuring Multiple MXServer.Properties Files

To connect to multiple MAXIMO databases, you must have an MXServer.properties files for each database. To perform this task, do the following:

� Make copies of the MXServer.properties file and rename them according to your desired environment.

� Modify each properties file with the appropriate database schema information, schema username and password. Modify the mxe.name property so each MXServer has a unique name.

Example 1 MAX1srvr.properties file

---------------------------------------------------------------------------// MXServer.properties : Configuration file for MXServer// ------------------------------------------------------------------------

// Name to bind the MXServer server object to in the RMI registrymxe.name=MAX1srvr

// Database Schema Ownermxe.db.schemaowner=dbo

// Database login name -- depends on driver, e.g. sometimes it's name=mxe.db.user=MAX1

// This user must have sysadmin role, as defined via sp_addsrvrolemember.

// Database login password -- depends on driver, e.g. sometimes it's passwd=mxe.db.password=maximo

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Example 2 MAX2srvr.properties file

-----------------------------------------------------------------------// MXServer.properties : Configuration file for MXServer// --------------------------------------------------------------------

// Name to bind the MXServer server object to in the RMI registrymxe.name=MAX2srvr

// Database Schema Ownermxe.db.schemaowner=dbo

// Database login name -- depends on driver, e.g. sometimes it's name=mxe.db.user=MAX2

// This user must have sysadmin role, as defined via sp_addsrvrolemember.

// Database login password -- depends on driver, e.g. sometimes it's passwd=mxe.db.password=maximo

Example 3 MAX3srvr.properties file

-----------------------------------------------------------------------// MXServer.properties : Configuration file for MXServer// --------------------------------------------------------------------

// Name to bind the MXServer server object to in the RMI registrymxe.name=MAX3srvr

// Database Schema Ownermxe.db.schemaowner=dbo

// Database login name -- depends on driver, e.g. sometimes it's name=mxe.db.user=MAX3

// This user must have sysadmin role, as defined via sp_addsrvrolemember.

// Database login password -- depends on driver, e.g. sometimes it's passwd=mxe.db.password=maximo

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Appendix F: Adding SQL Server Security Privileges

To register a new MAXIMO user from the MAXIMO Login Screen, SQL Server Security Administrator privileges must be granted to the schema owner (i.e. MAXIMO).

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Adding SQL Server Security Rights to a User

SQL Server Security Administrator privileges need to be granted to the database owner of the MAXIMO database.

To add security privileges, do the following:

1. Launch SQL Server Enterprise Manager and connect to the SQL Server.

2. Select Security/Logins from the left pane, and highlight the MAXIMO Login in the right pane.

3. Right-click and select Properties.

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4. From the SQL Server Login Properties - MAXIMO dialog box, click the Server Roles tab.

SQL Server Login Properties Dialog Box: General Tab

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5. Click the Security Administrators checkbox, then click Properties.

SQL Server Login Properties Dialog Box: Server Roles Tab

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6. From the Server Role Properties - securityadmin dialog box click Add.

Server Role Properties - securityadmin Dialog Box

7. From the Add Members dialog box highlight MAXIMO and click OK.

Add Members Dialog Box

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8. The MAXIMO user should be in the window. Click OK.

9. To exit, click OK.

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Appendix G: Creating CMD files in the BEA Product Folder

During the BEA installation, it asks to select installation locations for two things:

� BEA home directory (installation defaults to C:\BEA) - can select any value.

� Then it prompts for a Product Directory for BEA. In this case, the value that is defaulted is:

����������� ����������������

If this value is changed the MAXIMO installation cannot create the startMAXIMOSERVER.cmd, installMAXIMOntService.cmd and uninstallMAXIMOntService.cmd files. These files need to be manually created in the BEA product folder.

To create these files do the following:

1. From a Command prompt, change to the <BEA Home>\<product>\config\<domain> folder. By default this is c:\bea\wlserver6.1\config\mydomain

2. Copy the startWeblogic.cmd file to startMAXIMOSERVER.cmd.

3. Copy the installNtService.cmd to installMAXIMONtService.cmd.

4. Copy the uninstallNtService.cmd to uninstallMAXIMONtService.cmd

5. Edit the uninstallMAXIMONtService.cmd and change the service name.

rem *** Uninstall the service"C:\bea\wlserver6.1\bin\beasvc" -remove -svcname:MAXIMOSERVER

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6. Edit the installMAXIMONtService.cmd and make the following additions and changes (in bold) where <password> is the WebLogic system password.

@echo off

SETLOCAL

cd C:\bea\wlserver6.1\config\mydomain

rem *** Set Classpath to load Weblogic Classesset CLASSPATH=.;C:\bea\wlserver6.1\lib\weblogic_sp.jar; C:\bea\wlserver6.1\lib\weblogic.jar

set MXSERVER_HOME=C:\MAXIMOset MXSERVER_CLASSPATH=%MXSERVER_HOME%;%MXSERVER_HOME%\lib\oraclethin.zip;%MXSERVER_HOME%\lib\server.jar;%MXSERVER_HOME%\lib\client.jar;%MXSERVER_HOME%\lib\k2client.jarset CLASSPATH=%MXSERVER_CLASSPATH%;%CLASSPATH%set PATH=%PATH%;%MXSERVER_HOME%;%MXSERVER_HOME%\verity\K2401\_nti40\bin

rem *** Set Command Line for service to executerem *** %JAVA_HOME%\java will automatically be prepended.set CMDLINE="-xms128m -xmx1024m -XX:MaxPermSize=128m -classpath \"%CLASSPATH%\" -Dweblogic.Domain=mydomain -Dweblogic.Name=MAXIMOSERVER -Djava.security.policy==\"C:\bea\wlserver6.1/lib/weblogic.policy\" -Dbea.home=\"C:\\bea\" weblogic.Server"

rem *** Install the service"C:\bea\wlserver6.1\bin\beasvc" -install -svcname:MAXIMOSERVER -javahome:"C:\bea\jdk131" -execdir:"C:\bea\wlserver6.1" -extrapath:"C:\bea\wlserver6.1\bin;C:\bea\jdk131\bin;%PATH%" -cmdline:%CMDLINE% -password:<password>

ENDLOCAL

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7. Edit the startMAXIMOServer.cmd and make the following additions and changes (in bold).

:runWebLogicecho onset PATH=.\bin;%PATH%set CLASSPATH=.;.\lib\weblogic_sp.jar;.\lib\weblogic.jarecho off

set MXSERVER_HOME=C:\MAXIMOset MXSERVER_CLASSPATH=%MXSERVER_HOME%;%MXSERVER_HOME%\lib\oraclethin.zip;%MXSERVER_HOME%\lib\server.jar;%MXSERVER_HOME%\lib\client.jar;%MXSERVER_HOME%\lib\k2client.jarset CLASSPATH=%MXSERVER_CLASSPATH%;%CLASSPATH%set PATH=%PATH%;%MXSERVER_HOME%;%MXSERVER_HOME%\verity\K2401\_nti40\bin

echo.echo ***************************************************echo * To start WebLogic Server, use the password *echo * assigned to the system user. The system *echo * username and password must also be used to *echo * access the WebLogic Server console from a web *echo * browser. *echo ***************************************************

@rem Set WLS_PW equal to your system password for no password prompt server startup.set WLS_PW=

@rem Set Production Mode. When set to true, the server starts up in production mode. When@rem set to false, the server starts up in development mode. The default is false.set STARTMODE=true

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echo on"%JAVA_HOME%\bin\java" -hotspot -Xms128m -Xmx1024m -XX:MaxPermSize=128m -classpath "%CLASSPATH%" -Dweblogic.Domain=mydomain -Dweblogic.Name=MAXIMOSERVER "-Dbea.home=C:\bea" "-Dmxe.home=C:\MAXIMO" -Dweblogic.management.password=%WLS_PW% -Dweblogic.ProductionModeEnabled=%STARTMODE% "-Djava.security.policy==C:\bea\wlserver6.1/lib/weblogic.policy" weblogic.Servergoto finish

:finishcd config\mydomainENDLOCAL

NOTE After configuring the CMD files, you must manually create and configure MAXIMO in the Application Server. See the section "Configuring MAXIMO in the Application Server" in the MAXIMO System Administrator’s Guide.

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Index

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Index

A

accessingmultisite 32

Actuate Server 1, 2e-Report Server 2Report Cast Server 2

Application Server 1, 6, 9starting in Winows 50Verity Server 2Windows specifications 9with Verity Search Engine 27

B

B2B ServerMXSERVER.PROPERTIES 59

B2B Server PropertiesMXSERVER.PROPERTIES (Windows) 25

buildingcollections 28

bulkloadcategories.bat 29bulkloaditems.bat 28

C

Catalog PropertiesMXSERVER.PROPERTIES 63

category collectionVerity 27

catstyleVerity 28

client workstation 6software configurations 12

client workstationsnumber connecting 9

collectionVerity 27

competency levelinstallation 5

required for installation 5configuring

MXSERVER.PROPERTIES 22Verity in Windows 28

D

database platform 9Database Properties

MXSERVER.PROPERTIES 55Database Related Properties

MXSERVER.PROPERTIES (Windows) 22Database Server 1, 3database server 12

Microsoft SQL Server 6defaultstyles folder 28defining

multisite organization 33defining a SiteID 34desktop computer configuration

minimum 6recommended 6

diagramMAXIMO network configuration 4

dialog boxesinstallation program 14, 18

E

enableveritytriggers.bat 28e-Report Server 2

F

file descriptionsMXSERVER.PROPERTIES 53, 54, 65

H

hardware configurations 5, 6

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82 Release 5.1, 07/2002

HTML 9HTTP 9

I

installationcompetency level 5competency level required 5specifying SiteID 34

installation program 18dialog boxes 14, 18screens 14, 18

installingMAXIMO 5.0 application 14, 17, 18MAXIMO 5.1 application 13

internet browser 1Internet Explorer 6item collection

Verity 27

J

Java Server Pages (JSP) 9JSP (Java Server Pages) 9

K

K2220 folder 28k2server 27

M

MAXIMOcompentency level required 5hardware configurations 5installation program 18installing 5.0 application 17installing 5.1 application 13network configuration diagram 4software configurations 5

memoryminimum 6recommended 6

Microsoft Internet Explorer 1Microsoft SQL Server

database server 6minimum

desktop computer configuration 6memory 6Pentium 6

MRO Software Control Center 1multisite 31

accessing 32defining an organization 33setting up an initial organization 31setting up initial site 31setup 31

MXSERVER.PROPERTIESB2B Server 59B2B Server properties 59B2B Server Properties (Windows) 25Catalog Properties 63configuring 22Database Properties 55Database Related Properties (Windows) 22file descriptions 53, 54, 65initializing through installation 18Verity properties 60Work Order Generation Property (Windows) 25Workflow Properties 57Workflow Related Properties (Windows) 23

N

network configurationMAXIMO diagram 4

P

Pentiumminimum 6recommended 6

performance levels 9

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R

recommendeddesktop computer configuration 6memory 6Pentium 6

Report Cast Server 2running

MAXIMO 5.0 application installation 14, 18Verity 28Verity in Windows 29

S

screensinstallation program 14, 18

Service PackWindows NT 9, 11

settinginitial multisite organization 31initial site for multisite 31multisites 31

setup installation programstarting 18

SiteIDcreating of 34

software configurations 5client workstation 12database server 12

startingApplication Server in Windows 50setup installation program 18

T

tabssites tab 34

Tranaction Server 2Transaction B2B Server 1

V

Veriftycatstyle 28

Veritybuilding collections 28category collection 27collection 27configuration (Windows) 28defaultstyles folder 28folder 28item collection 27K2220 folder 28k2server 27MXSERVER.PROPERTIES 60overview 27running 28search engine 27search engine and Application Server 27

Verity Server 2

W

web application 1web architecture 1webMethods B2B Server 3Windows

Application Server specifications 9building Verity collections 28running Verity 29

Windows 2000 Advanced Server 9, 11Windows 2000 Professional 6Windows 98 6Windows NT

Service Pack 9, 11Windows NT Workstation 6Work Order Generation Property

MXSERVER.PROPERTIES (Windows) 25Workflow Properties

MXSERVER.PROPERTIES 57Workflow Related Properties

MXSERVER.PROPERTIES (Windows) 23

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MPD0816-50_MX_INSTALL_SQL-03-ENG-07/15/2002