Verification checklist

After the Maximo® Real Estate and Facilities deployment completes successfully and the app server (UI) pod is running, verify that your Maximo Real Estate and Facilities application is running properly. This verification checklist is not intended to replace your company testing and validation procedures.

For more information about a successful deployment, see Deployment and activation status information.

Item Description
Accessing the application
Verify your access to the IBM® Maximo Real Estate and Facilities application. follows:
  • Specify the URL address in your browser address field. The URL looks something like <MREF_URL>
  • Sign in with the mandatory initial FACILITIESADMIN user name and password, or as an administrator user created by the FACILITIESADMIN user.
Accessing the administrator console
Verify your access to the IBM Maximo Real Estate and Facilities administrator console as follows.
  • Specify the URL address in your browser address field. The URL looks something like <MREF_URL>/html/en/default/admin
  • Sign in as an administrator user.
  • In Agent Viewer, review the agents that are running, ( former list: Platform Maintenance Scheduler Agent, Extended Formula Agent, Formula Recalc Agent, Scheduler Agent, Workflow (WF) Agent, and Workflow (WF) Notification Agent.)
  • Sign out of the administrator console.
Creating users and records
As an administrator user, verify that you can do the following tasks:
  • Verify that you can create and revise records, such as location records.
  • Verify that the association tree loads in the Associations tab of any record that you open.
  • Create an MREF user in MAS.
  • In the Bulk Update screen, give the user permissions.
  • Ensure the Profile tab has the following: Active TRIRIGA User is selected, one or more user groups are assigned but not the Admin Group, and one or more available licenses are assigned. For example, you can create and activate an employee record where the user belongs to the Maximo Real Estate and Facilities Project Manager group with the IBM Maximo Real Estate and Facilities Capital Projects Manager license.
Log in as the capital projects user and verify that you can do the following tasks:
  • Verify that the user can access everything the user is meant to access, according to the assigned groups and licenses. For example, a user who belongs to the Maximo Real Estate and Facilities Project Manager group with the Maximo Real Estate and Facilities Capital Projects Manager license can see and open capital project records, but cannot see or open real estate lease records.
  • Verify that the user can create and revise records that the user is meant to create and revise, according to the assigned groups and licenses. For example, a user who belongs to the Maximo Real Estate and Facilities Project Manager group with the Maximo Real Estate and Facilities Capital Projects Manager license can create and revise capital project records, but cannot create or revise real estate lease records.
Using the builder tools
As the admin user, open and verify the builder tools under Tools > Builder Tools as follows:
  • In the workflow builder, verify that workflows load completely by opening and revising existing workflows.
  • In the data modeler, verify that the state transitions load completely.
  • In the data modeler, verify that the simple mail transfer protocol (SMTP) email notification works by publishing a test business object.
Using the Document Manager
As either the admin user or a user with rights, open and verify the Document Manager under Tools > Document Manager as follows:
  • Verify that the user can upload new documents, such as .txt and .jpg files.
  • Verify that the user can upload new documents with the multifile applet.
  • Verify that the user can view documents by clicking the icon in the V column.
  • Verify that the user can check in and check out documents.
Editing project tasks
As either the admin user or a user with rights, verify the functions as follows:
  • Create or open a new capital project.
  • In the Schedule tab, add or open a task in the Project Tasks section.
  • In the task, edit the planned start date, planned end date, or planned working hours.
  • Verify that when one field is edited, the other two fields are adjusted automatically.
Syncing CAD drawings
If IBM Maximo Real Estate and Facilities CAD Integrator/Publisher is being used, verify your access to IBM Maximo Real Estate and Facilities as follows:
  • Start Maximo Real Estate and Facilities CAD Integrator/Publisher.
  • Sign in as a user with a Maximo Real Estate and Facilities CAD Integrator/Publisher license.
  • Verify that the user can sync a CAD drawing with Maximo Real Estate and Facilities CAD Integrator/Publisher.
Inspecting Logs For more information about pod and container logs, see Reviewing Maximo Real Estate and Facilities pod and container logs.