Field Control Installation Guide Release 2publib.boulder.ibm.com/tividd/td/IMaxFC/fc2ig/en... · HP-UX 11i version 11.11! BEA WebLogic 8.1 SP4 Database Server! Oracle 9.2.0.6 or 10.1.0.3

Release 6.0January 2006

Field Control Installation GuideRelease 2

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© 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.

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IBM® and WebSphere® are registered trademarks of IBM Corporation. WebLogic® is a registered trademark of BEA Systems, Inc. Broadvision® and related marks are registered trademarks or trademarks of Broadvision, 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.

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

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Maximo® EnterpriseMaximo® Enterprise/SPMaximo® Enterprise ITMaximo® Asset CenterMaximo® Service CenterMaximo® DiscoveryMaximo® Enterprise IT/SP

Maximo® SLA ManagerMaximo® NavigatorMaximo® Project ManagerMaximo® CalibrationMaximo® Enterprise AdapterMaximo® Fusion

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MRO Software Products Third-Party Information

Maximo Portions © 1995-2004 Actuate Corporation. Portions © 2003 BEA Systems, Inc. BEA WebLogic® Server™ provided by BEA Systems, Inc. Portions © 1996-2004 IBM Corporation. IBM® WebSphere® provided by IBM Corporation. Portions © 1996-2005, i-net software GmbH.

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

Maximo® Discovery ©1988-2004 Centennial Software Limited. MSDE © Microsoft Corporation.

Maximo Navigator Portions © 1993-2002 Snowbound Software Corporation. RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation. Portions © 1989-1998 Cimmetry Systems, Inc.

Maximo Mobile Suite Portions © 2002-2003 Syclo LLC.

Contents

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vWhy Read This Guide?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vWho Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Chapter 1: Introducing Field Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Dynamic Value List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Field Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Data Flow Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Chapter 2: Installing Field Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

MAXIMO 6.0 Patch 03. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1HP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Linux. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Solaris. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3UNIX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Deploying Over Multiple Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Field Control Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Custom Java and Class Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Installation Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Chapter 3: UNIX Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

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Contents

iv Release 6.0, 01/2006

About This Guide

This section briefly summarizes this document and how it can help you as a Maximo user. It also provides information on other MRO resources available to you, such as additional documentation and support.

Why Read This Guide?

This guide explains the requirements and procedures for installing Field Control.

Who Should Read This Guide?

This guide is designed for Maximo System Administrators or others tasked with the installation and configuration of Field Control.

Related Documentation

You can find more information regarding Field Control in the following documents:.

Support

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

Document Description

Field Control User's Guide Contains information on using the Field Control application.

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Support

vi Release 6.0, 01/2006

The Field Control application contains three tabs: Dynamic Value List, Field Security, and Data Flow Control. Field Control is added to the Configuration module.

Dynamic Value List

The Dynamic Value List tab allows you to add Maximo-style lookups to virtually any field in Maximo Enterprise Suite. The Dynamic Value List entry is highly customizable, utilizing the new architecture of Maximo Enterprise Suite and SQL statements.

Furthermore, you can link the Dynamic Value List entry to data in another field on the form or the currently logged in user.

Field Security

The Field Security tab allows you to control the behavior for virtually any attribute in Maximo Enterprise Suite. Security for an attribute can be set by organization, site, group and/or user. Multiple behaviors can be assigned to the same attribute. When this is the case, there is a precedence to the security that is applied to the record. The highest precedence is user security and the lowest is organization security.

For example, security exists on the WORKORDER.GLACCOUNT column at the organization level (OrgA), and security exists on the same column at the group level (Grp1) in the same organization. A user from OrgA/Grp1 will have the security defined at the group level applied to the field. A user from OrgA/Grp2 will have the security defined at the organization level applied to the field.

Data Flow Control

The Data Flow Control tab allows you to configure field and status change rules without custom programming. This provides greater control over the flow of data or the order of status changes in applications like Work Order Tracking and Purchase Orders.

Introducing Field Control 1

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Data Flow Control

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This chapter explains how to install Field Control.

Prerequisites

The following must be installed before installing the Field Control application.

MAXIMO 6.0 Patch 03

You can find out what MAXIMO version is installed by running the version.bat file in the <MAXIMO dir>\applications\maximo folder. You must open a DOS window to run the file.

If you are running MAXIMO 6.0 Patch 03, the MAXIMO Application Server will be 6.0.03 Build 070, DB Build V600-341.

AIX

For an AIX configuration, the following must be installed before installing Field Control.

Application Server

! AIX version 5.2! IBM WebSphere 6.0.0.2

Database Server

! Oracle 9.2.0.6 or 10.1.0.3

Work Station

! Windows 2000 or XP! Internet Explorer 6.0

Installing Field Control 2

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Prerequisites

HP

For an HP configuration, the following must be installed before installing Field Control.

Application Server

! HP-UX 11i version 11.11! BEA WebLogic 8.1 SP4

Database Server

! Oracle 9.2.0.6 or 10.1.0.3

Work Station


NOTE The HP configuration is supported by MRO Software but has not been through the full Quality Assurance process.

Linux

Application Server

! BEA WebLogic 8.1 SP4! IBM WebSphere 6.0.0.2

Database Server

! Oracle 9.2.0.6 or 10.1.0.3

Work Station


Solaris

For a Solaris configuration, the following must be installed before installing Field Control.

Application Server

! Solaris version 8 or 9 with patch cluster 5/6/2002! IBM WebSphere 6.0.0.2

Database Server

! Oracle 9.2.0.6 or 10.1.0.3

Work Station

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Chapter 2: Installing Field Control


Windows

For a Windows configuration, the following must be installed before installing Field Control.

Application Server

! Windows 2000 or Windows 2003! BEA WebLogic 8.1 or IBM WebSphere 6.0.0.2

Database Server

! Oracle 9.2.0.6 or 10.1.0.3

Work Station


UNIX

In a UNIX environment, you still need a Windows machine to build the EAR files.

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Deploying Over Multiple Application Servers

Deploying Over Multiple Application Servers

Field Control Application

The Field Control application must be installed on each application server in the target environment. However the install script only needs to be executed once for each target environment.

Custom Java and Class Files

When you create Field Control records, custom java and class files may be created and stored in the following folder.

<MAXIMO dir>\applications\maximo\businessobjects\classes\psdi\ pssolutions\common

New files are only created on the application server to which the user is currently connected. You must copy the files with the .java file extension to each application server to keep them synchronized. You must rebuild the Maximo EAR files on each application server after the files are copied.

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Installation Steps

Complete the following steps to install Field Control.

1 Stop the Maximo application server and exit all other Windows programs (e.g. Word, Excel) before continuing. You can leave Windows Explorer open.

2 Make sure all users have exited Maximo. Backup the folder where Maximo is installed (usually C:\MAXIMO).

3 Insert the Field Control CD-ROM in your CD drive and double-click on the fldcnt02.exe file.

After InstallAnywhere extracts the installation files the Introduction dialog box opens.

Introduction Dialog Box

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Installation Steps

4 Click Next. The Choose Install Folder dialog box opens. Enter the folder to which the installation program will install the application. This must be the same value entered when the Maximo application was installed. The default is C:\MAXIMO.

Choose Install Folder Dialog Box

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5 Click Next. The Pre-Installation Summary dialog box opens. A summary of your installation parameters displays.

Pre-Installation Summary Dialog Box

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Installation Steps

6 Click Install. When the installation is finished, the Install Complete dialog box opens.

Install Complete Dialog Box

7 Click Done. The InstallShield window closes.

8 Log into a SQL editor as user MAXIMO.

9 Run the script to install database objects and attributes. The script is located in the <MAXIMO dir>\applications\maximo\ businessobjects\classes\psdi\pssolutions\ sql folder.

Oracle:

Run the pssfieldsec.ora script.

SQLServer:

Run the pssfieldsec.sql script.

10 Close the SQL editor.

11 Open a DOS window.

12 Run the configdb.bat file to update the database with the objects and attributes added above. The file is located in the <MAXIMO dir>\tools\ maximo folder.

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13 Close the DOS window.

14 Edit the maximo.properties file located in the <MAXIMO dir>\applications\maximo\properties folder and add the mxe.pss.home property and status handler properties.

The mxe.pss.home property is where Field Control is installed, which should be where MAXIMO Enterprise Suite is installed.

Example

//-----------------------------------// Properties for Field Control //-----------------------------------

mxe.pss.home=c:/maximo

NOTE For Windows, use either "\\" or "/" in the path.

The status handler properties determine what is run to when a status is changed. Add all of them to the maximo.properties file as specified below.

// mxe.pss.wostatushandler=// mxe.pss.rfqstatushandler=// mxe.pss.prstatushandler=// mxe.pss.locationstatushandler=// mxe.pss.postatushandler=// mxe.pss.invoicestatushandler=// mxe.pss.jobplanstatushandler=// mxe.pss.ticketstatushandler=// mxe.pss.assetstatushandler=// mxe.pss.laborstatushandler=// mxe.pss.mrstatushandler=// mxe.pss.solutionstatushandler=// mxe.pss.pmstatushandler=// mxe.pss.tktemplatestatushandler=// mxe.pss.personstatushandler=// mxe.pss.slastatushandler=

If a status handler has been customised, uncomment the corresponding property and assign the customised handler to the property.

Example

mxe.pss.wostatushandler=psdi.app.siteA.MyStatusHandler// mxe.pss.rfqstatushandler=// mxe.pss.prstatushandler=...

Where siteA is the site where the handler file is located and MyStatusHandler is the name of the customised handler file.

15 Save and close the maximo.properties file.

16 Copy all files from the

<MAXIMO dir>\applications\maximo\businessobjects\classes\psdi\ pssolutions\examples\pssfieldsec\deployment folder

to the <MAXIMO dir>\deployment folder.

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Installation Steps

NOTE Some files will already exist in the <MAXIMO dir>\deployment folder. Be careful not to overwrite changes made to the files. If any files in the <MAXIMO dir>\deployment folder have been modified, the changes must be applied to field control files.

17 Edit the buildmaximoear.cmd file in the <MAXIMO dir>\deployment folder. Set the JAVA_HOME parameter to the folder containing the JDK.

Example

set JAVA_HOME=.\..\..\bea\jdk142_04

18 Rebuild and redeploy the Maximo EAR files. See the Maximo System Administrator’s Guide for details.

19 Start the MXServer.

20 Log into Maximo Enterprise Suite.

21 Complete the following steps to update the lookups.xml file with lookups for the Field Control application.

a Go to Configuration > Application Designer.

b Export the current MAXIMO lookups. Choose the Export System XML option and save the information to a file.

c Open the lookups.xml file in the <MAXIMO dir>\applications\ maximo\businessobjects\classes\psdi\pssolutions\resources\ presentations\system\pssfieldsec folder.

d Copy the text between  and .

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e Close the <MAXIMO dir>\applications\ maximo\businessobjects\classes\psdi\pssolutions\resources\ presentations\system\pssfieldsec\lookups.xml file.

f Open the file you created in step b.

g Paste the copied text above the </systemlib> line at the bottom of the file.

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Installation Steps

h Save and close the file.

22 Go to Configuration > Application Designer.

a Import the pssfieldsc.xml file. The file is located in the <MAXIMO dir>\resources\presentations folder.

b Import the file created in step 22b.

Refer to the Application Designer online help for details on importing files.

UNIX Environment: If you have a UNIX environment, refer to the next chapter for further installation instructions.

Field Control is now installed. Refer to the Field Control User's Guide for information on using the application.

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Complete the following steps to complete the Field Control installation for a UNIX environment.

1 Edit maximo.properties file and set the mxe.pss.home parameter to point to the UNIX environment. The maximo.properties file is in the <MAXIMO dir>\applications\maximo\properties folder.

2 Copy the following folders to the UNIX environment.

<MAXIMO dir>\applications\maximo\businessobjects\classes\psdi\pssolutions\resources\presentations\system

<MAXIMO dir>\applications\maximo\businessobjects\classes\psdi\pssolutions\common

<MAXIMO dir>\applications\maximo\businessobjects\classes\psdi\pssolutions\templates

3 Install the JRE compiler javac.exe onto the Windows environment.

4 Make sure the folders created in Step 2 have full administrative privileges (modify, delete, etc.)

UNIX Environment 3

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3-2 Release 6.0, 01/2006

Field Control Installation Guide Release 2publib.boulder.ibm.com/tividd/td/IMaxFC/fc2ig/en... · HP-UX 11i version 11.11! BEA WebLogic 8.1 SP4 Database Server! Oracle 9.2.0.6 or 10.1.0.3

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