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Maximo Configuration Customization Best Practices

This document discusses configurations and customizations in Maximo and provides guidance on when each should be used. It defines configurations as changes made within standard Maximo tools that do not require programming and are more likely to be upgradeable. Customizations are defined as modifications requiring Java programming that will require more work during upgrades. The document provides examples of lightweight and heavyweight configurations and customizations and advises keeping Maximo upgradeable by using configurations where possible and carefully documenting all changes.

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1K views16 pages

Maximo Configuration Customization Best Practices

This document discusses configurations and customizations in Maximo and provides guidance on when each should be used. It defines configurations as changes made within standard Maximo tools that do not require programming and are more likely to be upgradeable. Customizations are defined as modifications requiring Java programming that will require more work during upgrades. The document provides examples of lightweight and heavyweight configurations and customizations and advises keeping Maximo upgradeable by using configurations where possible and carefully documenting all changes.

Uploaded by

tanweerfatmi
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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value focused. results driven.

Maximo Configurations vs. Customizations

Frank Vanderham March 24, 2011

Agenda
The business benefits of configurations and customizations The differences between configurations and customizations When have configurations gone too far? Keeping Maximo upgradeable Demonstration of configurations and customizations

Business Benefits of configuration / customization

Business Benefits of configuration / customization


Increase system adoption and readiness by adjusting Maximo to support your own, specific business processes Save time by reducing data entry, extensive mouse clicks, etc. Increase regulatory compliance by hiding or locking down information based on role Increase total cost of ownership/ROI on Maximo by expanding its use into other business areas

The differences between configurations and customizations

The differences between configurations and customizations


Configurations Performed with standard Maximo tools, online Requires no programming Very likely to be upgradeable with new versions Maintainable by Maximo super-users / administrators Customizations Modifies Maximo with outside tools Requires Java programming Will require investigation when considering upgrading Maximo Maintained by Java developers

Types of Maximo Configurations

Types of Maximo Configurations


Adding new attributes to existing Maximo objects using Database Configuration and App Designer Making fields required based on conditions Adding a new Relationship to an object and using it to display Parent-Child records Show / force a picklist of possible values on fields Cross-over values from one record to another automatically Create or Modify Start Centers to display data in an actionable way
And many, many more.

Types of Maximo Customizations

Types of Maximo Customizations


Create a new Maximo object or application, with its own custom table Create a calculated field Enforce specific business logic on field validation (e.g. date ranges) Change business logic or validation during status changes Integration with 3rd party systems
And many, many more.

When have configurations gone too far?

When have configurations gone too far?


Dont cross the line on core Maximo business logic / fundamentals When your workflow models become too complicated / large Building views to perform calculations
Lightweight Configurations Screen Changes Domain / value list changes Conditional UI Heavyweight Configurations Workflow Custom Views Cloned Applications

When have customizations gone too far?


When your system cannot be upgraded When they could be achieved with configurations When theyve crossed the line on core Maximo business logic / fundamentals
Lightweight Customizations Java Field Validators / Listeners Custom Workflow Actions Integration Exit Classes Heavyweight Customizations Custom Maximo Objects Custom Application Objects

Keeping Maximo Upgradeable


Use configuration wherever possible and feasible NEVER configure things outside of the Maximo toolset (database objects, custom JSPs, etc.) Upgrade regularly dont fall behind too many versions Document all changes; not just the how the design, but also the why the requirements ALWAYS have your customization Java source code in your possession preferably in a source control system

Demonstration
Configurations:
Add a value list to a field Making a field required based on conditions

Customizations:
Using a custom Java Field Validator / Listener

value focused. results driven.

Thank You!

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