Maximo 6

Installation GuideAugust 2006

Maximo Transportation

This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, as to the accuracy or completeness of this document or with respect to the related software.

© 2006 MRO Software, Inc. All rights reserved. This document 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.

Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign patents pending.

U.S. Restricted Rights: If Customer is a government agency, this constitutes notice that the Licensed Software is provided with RESTRICTED RIGHTS. Subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at 252.227-7013 of the Department of Defense FAR Supplement and FAR clause 52.227-19 entitled Commercial Computer Software Restricted Rights, apply and use, duplication, or disclosure by the Government is subject to restrictions as set forth in the applicable license agreement. The aforementioned restrictions shall prevail over any similar “Rights” provisions under the laws of any country. Contractor/Manufacturer: MRO Software, Inc., 100 Crosby Drive, Bedford, MA 01730.

Trademarks: Maximo® is a registered trademark, and MRO Software™ and MXES™ are trademarks, of MRO Software, Inc. The following table contains a list of MRO Software’s other trademarks and service marks:

IBM® and WebSphere® are registered trademarks of IBM Corporation. BEA WEBLOGIC SERVER® is a registered trademark of BEA Systems, Inc. webMethods® is a registered trademark of webMethods, Inc. Snowbound™ and RasterMaster™ are trademarks of Snowbound Software Corporation. Syclo® and Agentry® are registered trademarks of Syclo, LLC.

Other products and brand names are trademarks or registered trademarks of their respective companies.

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

Open Source: Maximo contains computer software obtained from the public domain, known as “Open Source”. A complete listing of all Open Source contained in Maximo may be viewed at http://www.mro.com/support/opensource ownership of which is attributed as follows: Portions © 2005, International Business Machines Corporation and others. Portions © 2002, Steve Souza (admin@jamonapi.com). Portions © 2000 by Jef Poskanzer (jef@acme.com). Portions © 2000-2004 Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation (http://www.apache.org/).

Maximo® Enterprise

Maximo® Enterprise ITAM

Maximo® Service Desk

Maximo® Discovery

Maximo® Navigator

Maximo® Calibration

Maximo® SLA Manager

Maximo® Change Manager

Maximo® Project Manager

Maximo® Contract and Procurement Manager

Maximo® Incident and Problem Manager

Maximo® OCSSM

Maximo® Fusion

Maximo® Enterprise Adapter

Maximo® Mobile Suite

Maximo® Mobile Auditor

Maximo® Mobile Inventory Manager

Maximo® Mobile Work Manager

Maximo® Mobile Calibration

MXESTM Mobile Suite

Maximo® Mobile for Work Management

Maximo® Mobile for Inventory Management

MRO Software Products Third-Party Information

Maximo Portions © 1995-2004 Actuate Corporation. Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by BEA Systems, Inc. Portions © 1996-2005 IBM Corporation. All Right Reserved.

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4 © 2004 Intrinsyc Software International, Inc.

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts Server™ provided by Visual Mining, Inc.

Maximo Discovery © 1998-2005 Centennial Software Limited. MSDE Copyright © Microsoft Corporation.

Maximo Navigator Portions © 1993-2002 Snowbound Software Corporation. RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation. Portions © 1991 Pegasus Imaging Corp.

Maximo Mobile Suite Portions © 1996-2005 Syclo, LLC.

MXES Mobile Suite Portions © 2005 DataMirror, Inc. Portions © 2000-2005 Zaval Creative Engineering Group.

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Chapter 1: Introducing Transportation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Installation Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Supported Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Transportation Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Chapter 2: Installing Transportation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Installation Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Determine Current Software Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Stop the Maximo Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Create Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Install Transportation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Installing Maximo Keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Build EAR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Restart the Application Server and Deploy EAR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Chapter 3: Installing the Actuate Encyclopedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Actuate Installation Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Install Transportation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Back Up Report Encyclopedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Install Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Take Actuate Reports Volume Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Import Transportation Encyclopedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3Bring Actuate Reports Volume Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Verify Added Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Modify Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

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Contents

iv 07/2006

About This Guide

This section explains how this guide can help you to use Maximo®. It also provides information on other MRO Software resources available to you, such as additional documentation and support.

Audience

Read this guide if you are a system administrator, network administrator, or other professional installing Transportation.

Related Documentation

MRO Software delivers the Maximo documentation set in Adobe® Systems’ Portable Document Format (PDF) on the documentation CD, except for the Transportation User’s Guide Addendum, which is on the Maximo Transportation CD. Depending on the options purchased, your documentation set can include the following documents:

Document Description

Transportation User’s Guide Addendum

Contains additional information about Maximo and Transportation. Use this guide in conjunction with the standard Maximo documentation set.

Maximo Finance Manager’s Guide Describes Maximo’s financial transactions and how to set up general ledger accounts.

Maximo Installation Guide Describes how to install and configure the following software:

Application serverMaximo® Enterprise SuiteActuate®

Maximo System Administrator’s Guide

Describes database configuration, security, and other administrative level applications and tasks.

Maximo Report Administration and Development Guide

Describes how to design and administer Maximo reports using Actuate.

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Support

MRO Software, Inc. users with a valid Annual Customer Support Plan (ACSP) can obtain product support online at:

support.mro.com

The Support Web site includes information about product releases, software patches, and documentation updates. To find the most current version of a document, refer to the Support Web site’s Knowledge Base.

You should also check the Maximo Industry Solutions page, at the Support Online Web site, for any available Transportation hot fixes or updates.

Maximo User’s Guide Provides an overview of the Maximo end user applications, and describes how the Maximo applications interact with each other.

Help Provides step-by-step procedures for each Maximo application.

Document Description

Support

vi 08/2006

/

This guide takes you through the steps to install Maximo Transportation (hereafter referred to as Transportation) on a pre-configured Maximo 6 system.

NOTE The pre-configured Maximo 6 system must include Maximo 6, Patch 04 or higher, before you install Transportation.

This chapter describes what you must know before installing the application and briefly describes the functionality provided by the Transportation applications.

The Transportation CD contains 24 Actuate® reports. For more information about installing reports, refer to Chapter 3, “Installing the Actuate Encyclopedia” on page 3-1.

Installation Qualifications

Installing Transportation requires a system administrator with system administrator rights. To perform the installation, you must be familiar with the following technology:

PC installation tasks such as creating folders, editing files, and running scripts

Utilities such as Enterprise Manager or SQL*Plus for Oracle®

RDBMS system administration privileges

You can run the Transportation and Encyclopedia installations as either anX-Windows application or in console mode. For more information about running programs in X-Windows, refer to the “Setting up X-Windows” appendix in either of the following installation guides:

Maximo BEA® WebLogic® for HP-UX and Solaris Installation Guide

Maximo IBM® WebSphere® for AIX, HP-UX, and Solaris Installation Guide

Introducing Transportation 1

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Supported Version

Supported Version

Only Maximo 6, Patch 04 or higher supports Transportation.

For information about software requirements, application servers, and database servers that support Transportation, refer to the Maximo System Administrator’s Guide and your Maximo Installation Guide.

Transportation Overview

Transportation lets you manage your transportation- or fleet-related assets.

Transportation has many enhancements incorporated into the base Maximo product. These enhancements let you incorporate the following features into your daily use of Maximo:

entering and viewing meter readings from multiple applications

when appropriate, getting prompted to review relevant asset and item warranty information

using and tracking maintenance codes (such as component codes and position codes) that you associate with items and/or assets

generating and tracking warranty claims

tracking fuel and fluid consumption

using maintenance alerts to notify you of potential work orders and/or preventive maintenance to be done in conjunction with emergency repairs

Transportation provides capabilities for managing mobile assets in the following transportation-specific applications:

NOTE Transportation-specific application names contain “(Tr)”.

Asset List (Tr)Asset Templates (Tr)Campaigns (Tr)Component Codes (Tr)Fuel Issues (Tr)Inventory Counting (Tr)Logs (Tr)Mechanic’s Clipboard (Tr)Position Codes (Tr)Stick Readings (Tr)Vehicle Requests (Tr)Vehicle Scheduling (Tr)Warranty Claims (Tr)

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Chapter 1: Introducing Transportation

To support the new Transportation applications, the Transportation installation clones selected Maximo applications. These cloned applications have the following names:

Assets (Tr)Asset Warranty Contracts (Tr)Assignment Manager (Tr)Classifications (Tr)Issues and Transfers (Tr)Inventory (Tr)Invoices (Tr)Item Master (Tr)Item Warranty Contracts (Tr)Job Plans (Tr)Labor Reporting (Tr)Locations (Tr)Organizations (Tr)Purchase Contracts (Tr)Purchase Orders (Tr)Purchase Requisitions (Tr)Quick Reporting (Tr)Receiving (Tr)Request for Quotations (Tr)Work Order Tracking (Tr)

If you customized any of the core Maximo applications that the (Tr) clones are based on, you must make the same customizations to the (Tr) applications after you install Transportation.

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Transportation Overview

1-4 08/2006

This chapter describes how to install and configure Transportation and provides important information that you must know before installing Transportation.

Installation Checklist

The following checklist provides an overview of the installation process. Detailed instructions begin on the next page.

CAUTION We strongly recommend that you perform this update in a test environment prior to updating your production environment.

[ ] 1 Determine current software version. If necessary, apply Patch 04 or higher.

[ ] 2 Go to support.mro.com and check the Maximo Industry Solutions page for any available Transportation hot fixes or updates.

[ ] 3 Stop the Maximo application server(s)/service(s).

[ ] 4 Back up your entire <Maximo> folder.

[ ] 5 Back up your database.

[ ] 6 Install Transportation.

[ ] 7 Install Maximo Transportation Keys.

[ ] 8 Rebuild the EAR files.

[ ] 9 Restart the Maximo application server.

[ ] 10 Deploy the EAR files.

Installing Transportation 2

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Installation Procedures

Installation Procedures

The following procedures explain how to install Transportation.

Determine Current Software Version

Your Maximo 6 system must include Maximo 6, Patch 04 or higher before you install Transportation.

If necessary, apply Patch 04 or higher. You can find this file on the MRO Support Online Web site:

support.mro.com

Also check the Maximo Industry Solutions page, at the Support Online Web site, for any available hot fixes or updates.

Stop the Maximo Application Server

Before you install Transportation, have all users exit Maximo. Stop all Maximo Application Servers and services, and exit all other programs.

Create Backups

Before you install Transportation, you should back up both your entire <Maximo> folder and your database.

Install Transportation

NOTE If you have multiple Maximo folders or directories, you must install Transportation once for each Maximo folder or directory.

To do this task, complete the following steps:

1 Insert the Transportation CD into the CD-ROM drive.

2 Browse the CD-ROM to choose installs/transportation and run transportation.exe.

3 Follow the on-screen instructions.

CAUTION For installation to continue, you must have installed Patch 04 or higher.

4 Open up a DOS window and change directory to <Maximo>/tools/maximo.

5 Run updatedb.bat to update your database with the changes that Transportation requires.

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Chapter 2: Installing Transportation

Installing Maximo Keys

Load the Maximo Transportation Key CD and run setup.exe to install the required license files.

Build EAR Files

Rebuild your maximo.ear and maximohelp.ear files. Be sure that you update your maximo.properties file before you build the EAR files. For more information on building EAR files, refer to your Maximo Installation Guide.

Restart the Application Server and Deploy EAR Files

You must restart the Maximo application server and redeploy your EAR files in order for the Transportation changes to be available to users. For information about deploying EAR files, refer to your Maximo Installation Guide.

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Installation Procedures

2-4 07/2006

This chapter describes how to install the Actuate Encyclopedia for your Transportation installation.

Actuate Installation Checklist

The following checklist provides an overview of the installation process. Detailed instructions begin on the next page.

CAUTION We strongly recommend that you install the Actuate Encyclopedia in a test environment before installing to your production environment.

[ ] 1 Back up your report encyclopedia folder.

[ ] 2 Run the Transportation reports installation.

[ ] 3 Take the Actuate Reports Volume offline.

[ ] 4 Import the Transportation Encyclopedia.

[ ] 5 Bring the Actuate Reports Volume online.

Installing the Actuate Encyclopedia 3

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Installation Procedure

Installation Procedure

The following procedure explains how to install the Encyclopedia for Transportation.

Install Transportation

Install Transportation before installing the Actuate reports. For more information, refer to “Installation Procedures,” on page 2-2.

Back Up Report Encyclopedia

You should back up your report encyclopedia before installing the Transportation reports.

Install Reports

To install the reports, complete the following steps:

1 Insert the Maximo Transportation CD into the CD-ROM drive on the computer where you installed Actuate iServer.

2 In the installs/reports folder, browse to the folder that matches the name of your operating system and run the executable.

3 Follow the on-screen instructions.

4 If you chose Oracle as your database type, the program installs the Actuate Encyclopedia in the folder <ACTUATE8>/mxestransportation/oracle_export, where <ACTUATE8> is the folder where you installed Actuate 8.3 on your computer.

If you chose SQL Server as your database type, the program installs the Actuate Encyclopedia in the folder <ACTUATE8>/mxestransportation/sqlserver_export.

5 If your Maximo and Actuate iServers are running, shut them both down.

6 Restart Maximo Server and then restart the Actuate iServer to complete the installation.

Take Actuate Reports Volume Offline

After completing the preceding procedure successfully, complete the following steps:

1 Log in to Actuate Management console (acadmin console) as System Administrator.

2 Click Stop to take Reports Volume offline.

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Chapter 3: Installing the Actuate Encyclopedia

NOTE Do not shut down the Actuate Service. To continue with the installation, you must keep the Actuate service running.

Import Transportation Encyclopedia

Use the appropriate procedure to import the Encyclopedia for Transportation.

NOTE For more information about importing reports, see “Importing the Encyclopedia” in your Maximo Installation Guide.

AIX To install the Transportation Encyclopedia on AIX, complete the following steps:

1 Open a shell window.

2 In this shell, set the following environment variables:

a CLASSPATH="<PathToActuate8Folder>/bin/iServer.jar:<PathtoActuate8Folder>/bin"

Example

CLASSPATH="/home/mxadim/AcServer/bin/iServer.jar:/home/mxadmin/AcServer/bin"export CLASSPATH"

b LIBPATH="<PathToActuate8Folder>/lib"

Example

LIBPATH="/home/mxadmin/AcServer/lib"export LIBPATH"

c ICU_DATA="<PathToActuate8Folder>/lib"

Example

ICU_DATA="/home/mxadmin/AcServer/lib"export ICU_DATA"

3 Change the path to <ACTUATE8>/AcServer/bin folder.

4 Enter the following command to import the encyclopedia:

./acimport -all -force -username <user_Maximo_Administrator> -password <pwd_Maximo_Administrator> -input <path to the export files>

Example

./acimport -all -force -username maxadmin -password maxadmin -input /home/mxadmin/AcServer/mxesong/oracle_export/export

Windows To install the Transportation Encyclopedia on Windows, complete the following steps:

1 Open a DOS prompt.

2 Change the path to <ACTUATE8>/iServer/bin folder.

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Installation Procedure

3 Enter the following command to import the Encyclopedia: acimport -all -force -username <user_Maximo_Administrator> -password <pwd_Maximo_Administrator> -input <path to the export files>

Example

acimport -all -force -username maxadmin -password maxadmin -input c:\Actuate8\iServer\mxesong\oracle_export\export

Solaris To install the Transportation Encyclopedia on Solaris, complete the following steps:

1 Open a shell window.

2 Change the path to <ACTUATE8>/AcServer/bin folder.

3 Enter the following command to import the encyclopedia:

./acimport -all -force -username <user_Maximo_Administrator> -password <pwd_Maximo_Administrator> -input <path to the exportfiles>

Example

./acimport -all -force -username maxadmin -password maxadmin -input /home/mxadmin/AcServer/mxesong/oracle_export/export

Bring Actuate Reports Volume Online

To bring Actuate Reports Volume online, complete the following steps:

1 Log in to Actuate Management console (acadmin console) as System Administrator.

2 Click Start to restart Reports Volume.

Verify Added Reports

To verify that you have successfully installed the Transportation Encyclopedia, open the Actuate End User Desktop Application and look in the \rpt folder.

The \rpt folder should contain the following new folders and reports:

Folder Name Report Name Application

ASSET Asset Meter Detail (Tr) Assets (Tr)

ASSET Asset Status History (Tr) Assets (Tr)

ASSET Meter Import Summary (Tr) Assets (Tr)

ASSET Asset Utilization Detail (Tr) Logs (Tr)

ASSET Cost by Asset Type (Tr) Assets (Tr)

ASSET Cost per Unit (Tr) Assets (Tr)

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Chapter 3: Installing the Actuate Encyclopedia

To verify that you added the new reports to the Encyclopedia and that users have access privileges, open the Actuate Management Console and check the settings.

For more information about reports, see the Maximo Report Administration and Development Guide.

NOTE As the Actuate Reports administrator, you must set up Actuate further to run reports properly.

For more information about enabling reports, refer to your Maximo Installation Guide.

Modify Reports

To modify the Actuate Report for Transportation, you can copy the source files from the Transportation CD.

The report source resides in the following location:

installs/report_source

ASSET Asset Meter Change List (Tr) Assets (Tr)

ASSET Asset Warranty Coverage Summary (Tr) Assets (Tr)

ASSET Asset Value and Condition (Tr) Assets (Tr)

ASSET Asset’s Items under Warranty (Tr) Assets (Tr)

ASSET Asset Depreciation Details (Tr) Assets (Tr)

ASSET Asset Utilization Summary (Tr) Logs (Tr)

ASSET Driver Utilization (Tr) Logs (Tr)

ASSET Asset Status List (Tr) Assets (Tr)

ASSET Asset Meter List (Tr) Assets (Tr)

CONTRACTS Warranty Vendor Performance (Tr) Asset Warranty Contracts (Tr)

CONTRACTS Warranty Vendor Performance (Tr) Item Warranty Contracts (Tr)

INVENTOR Stick Reading (Tr) Stick Readings (Tr)

INVENTOR Count Book Detail (Tr) Inventory Counting (Tr)

INVENTOR Count Book Summary (Tr) Inventory Counting (Tr)

PLUSTCLAIM Warranty Claim Details (Tr) Warranty Claims (Tr)

PLUSTCLAIM Unclaimed Warrantable Transactions (Tr) Warranty Claims (Tr)

WOTRACK Repair Order Costs (Tr) Work Order Tracking (Tr)

WOTRACK Repair Limit Exceeded (Tr) Work Order Tracking (Tr)

Folder Name Report Name Application

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Installation Procedure

3-6 08/2006

Printing History

Edition Date Release

1 July 2006 Maximo 6 Transportation

2 August 2006 Maximo 6 Transportation