SSQ914_cd - Documentation Index
Table of Contents
Maximo IT
Product overview
Deployment options
Product functions
Multiple-customer capabilities
User personas in Maximo IT
Accessibility
Federal requirements
Maximo IT Patch Releases
Maximo IT Patch Upgrade Process
Maximo IT 8.1 Patch Releases
Maximo IT 9.0 Patch Releases
Maximo IT 9.1 Patch Releases
Maximo IT compatibility with MAS/Manage components
What's new in Maximo IT
What's new in the feature channel for Maximo IT
What's new in Maximo IT fix packs
What's new in Maximo IT V9.0
What's new in Maximo IT V9.1
What's new in Maximo IT V9.2
Installing Maximo IT in Maximo Application Suite
Licensing for IBM Maximo IT in Maximo Application Suite
Administering Maximo IT License and AppPoints
Prerequisites for installing
Installing Integration Composer
Integration composer overview
Installation prerequisites
Performing an installation
Downloading and installing Integration composer
Installing Optional content
Creating and activating Sites and Organizations
Upgrading from IBM Control Desk 7.6.1.5 to Maximo IT
Maximo IT in Maximo Application Suite overview
What's changed in Maximo IT
Architecture and deployment models
IBM Maximo Application Suite architecture
Maximo IT deployment model
Deployment options for Maximo Application Suite
Planning your upgrade schedule
Recommended knowledge areas for upgrading
Planning
Upgrade checklist
Upgrade prerequisites
Testing the upgrade
Performing a fresh installation of Maximo Application Suite
Creating a Maximo IT/Manage database
Configuring a database instance
Configuring Db2
Configuring Db2 Warehouse
Configuring Oracle Database
Configuring Microsoft SQL Server
Deploying Maximo IT with Maximo Manage
Activating Maximo Manage with IT
Migrating
Process overview
Database migration to Maximo IT
Frequently asked questions
Configuring
Quickly configuring your environment
Quick Configuration application
Creating currency codes
Configuring organizations and sites
Configuring Service Catalog content
Creating work types
Importing data using Quick Configuration
Overview of data import
Configuring organizations and sites
CSV file structure
User CSV files
Assets CSV files
Licenses CSV files
Locations CSV files
Configuration items CSV files
Best practices for data import
Creating work types
Previewing data import
Importing data using CSV files
Configuring general settings
Content Installer Enabler
Online help configuration
Enabling the side navigation menu
Hiding the side navigation menu in applications
Maximo Application Framework Configuration application
Lucene search engine
Configuring Maximo IT applications for Lucene search
Lucene search configuration
Configuring Self serve
Configuring Live chat
Enabling or disabling new record dialogs
Enabling the Tried Solutions tab
Configuring a connection to TADDM
Configuring for regulatory compliance
Electronic signatures for workflow assignments
Configuring an electronic signature for a task node
Configuring databases
Database design
Relational database structure
Data dictionary tables
Integrity checker
Storage partitions
Business objects
User-defined objects
Configuration levels for objects
Database relationships
Business object attributes
Attribute data types
Views
Indexes
Primary keys
Defining objects for applications
Creating objects
Adding views to databases
Creating applications from imported database views
Specifying attributes for objects
Descriptions and long descriptions
Adding attributes to objects
Changing attributes
Creating restrictions on attributes
Excluding user-defined attributes when duplicating objects
Enabling autonumbering for attributes
Adding tax types to database tables
Adding indexes
Adding primary keys
Creating relationships between parent and child tables
Configuration of general ledger accounts
General ledger account codes
General ledger account components
Sequence of components
Length of components
Configuring the database
Modes of configuring the database
Configuring the database in administration mode
Database changes without administration mode
Configuring the system for regulatory compliance
Electronic signatures, audit records, and login tracking
Electronic audit records
Enabling electronic audits
Enabling audit tracking by using attributes
Database updates for electronic audit
Electronic signature verification
Configuring electronic signature verification
Configuring email address for signature key resets
Configuring email subject lines and body text
Creating a drop-down list for the Reason for Change field
Adding electronic signature requirements
Resetting the electronic signature key
Login tracking
Controlling changes to objects
Defining lookup maps
Adding system messages
Query definitions
Search option configuration for performance optimization
Text search function
Search type configuration
Configuring and managing service addresses
Configuring and managing maps
Getting started with Maximo IT
Integrating AI with Maximo IT
Integration Components
Connecting Maximo IT with Maximo AI Service
Configuring AI Models in Maximo IT
Multi-Class Classification (MCC) Model
Similarity Model
Training the AI Models
Multi-class Classification (MCC) Model
Similarity Model
Software Asset Management and License Management
Software Tracking (NEW)
Key capabilities
Software management
Assigning software
Unassigning software
View license details
License management
Creating licenses
Step 1: General information
Step 2: License details
Step 3: Software
Step 4: Review license details
Software License Management
Interaction with other Maximo IT applications
Prerequisite tasks
Using Software Catalog 'Managed As' property
Defining product and component relationships in a software bundle
Create Item Masters from SW Catalog
Import discovery data into Maximo IT
Configuring Event Notifications
Start Center portlets
Overview of software contracts
Associate contract line items with a software license
Managing licenses for software contracts
Software contracts and license updates
License Management tasks
Procure licenses
Creating a purchase requisition
Creating a purchase order
Generating costs
Associating received software with licenses
Defining and planning license entitlements
Creating licenses from an electronic entitlement (Passport Advantage PPA)
Bulk import of licenses
Creating licenses manually
Associating a product
Changing the status of licenses
Deleting licenses
Cancelling licenses
Allocating a license
Transferring a license
Reserving licenses
Reserving license capacity
Planning licenses for work orders
Planning licenses for activities
Calculating available and reserved capacity
Managing license costs
Specifying a license key
Run License Use reports
Install based audit report
PVU based audit report
Processor audit report
License details report
Setting up core multiplier groups
Value unit exhibits
Managing license templates
Importing Data
Importing configuration item data
Overview of the integration
Data collection and migration
Configuration items and CI data
Preparing for the integration
Prepare to integrate
Planning for configuration management
Determining your connection parameters
Modifying the timeout value
Copying the TADDM client jar files
Define data sources for CI type and actual CI data
Defining TADDM data sources for CI type and actual CI data
Defining data sources for CI type and actual CI data
Create mappings
Creating a mapping for CI type data
Creating a mapping for actual CI data
[Optional] Modifying your mapping expressions
Import your data
Running the mapping for CI types
Activating CI types
Configuring CI filtering
Running the mapping for actual CIs
Filtering imported actual CIs by location tag
Import CIs without caching existing records
Viewing log file information
Troubleshooting actual CI mappings
IdML data imports
Before you import IdML data
Supported actions and processing
ImportIDML tool usage
Troubleshooting IdML imports
Importing IT asset management data
Types of IT asset management data that you can integrate
Importing software catalogs
Overview of software catalog imports
Integration components
Adapter for software catalog imports
Integration framework applications
Object structures
Enterprise services
External system
Cron tasks for software catalog integration
Configuring error logs for software catalog imports
Tips and troubleshooting
Logging parameters
Clearing JMS queues
Common errors
Importing IT asset disposal data
Overview of IT asset disposal imports
Integration components
Adapter for IT asset disposal imports
Integration framework components for IT asset disposal imports
Object structures
Enterprise services
External system
Checklist for importing It asset disposal data
Step 1: Install and configure Maximo IT
Step 2: Configure the object structure for IT asset disposal imports
Step 3: Configure the integration framework for IT asset disposal imports
Option A: Configuring the Integration framework for continous queues
Enabling Enterprise services for continuous queues
Enabling the external system for IT asset disposal imports
Option B: Configuring the Integration framework for sequential queues
Enabling enterprise services for sequential queues
Enabling the external system for IT asset disposal imports
Specifying a sequential queue
Step 4: Prepare asset records before asset disposal
Exporting asset disposal data
Step 5: Prepare the file to import
File format for IT asset disposal import files
Step 6: Import the IT asset disposal file
Integrating license data from external sources
Preparing files for import
Importing Shopz licence entitlements
Running the SHOPZIMPORT cron task
Configuring cron task for shopz license import
Importing PPA license entitlements
Running the PPAIMPORT cron task
Configuring cron task for PPA license import
SHOPZIMPORT and PPAIMPORT cron task runtime errors
Importing deployed asset data from discovery tools
About Integration Composer
Integration Composer components
Integration Composer file structure
Integration Composer adapters
Integration adapter mappings
Creating a baseline set of IT assets
Integrating IT assets with configuration items
Linking CIs to assets
Adding a Configuration Item field to the assets user interface
Scenario I: Linking CIs to assets with a link rule
Step 1: Specifying top-level asset and CI classes
Step 2: Configuring the reconciliation
Link rules
Reconciliation tasks
Creating a link rule
Creating the reconciliation task
Step 3: Specifying the CI to reconciliation link relationship
Step 4: Configuring the escalation to link CIs with IT assets
Creating the action for the escalation for CI-to-asset link
Creating the escalation for the CI-to-asset link
Scenario II: Linking CIs to assets with a GUID
Step 1: Configuring the reconciliation
Link rules
Reconciliation tasks
Creating a link rule
Creating the reconciliation task
Step 2: Specifying the actual CI to deployed asset relationship
Step 3: Configuring the escalation to link CIs with IT assets
Creating the action for the escalation for CI-to-asset link
Creating the escalation for the CI-to-asset link
Managing configuration items
Configuration management overview
Configuration items
Discovering configuration items
Refining configuration items
Configuration management applications
CI Types application
Actual Configuration Items application
Configuration Items application
Collections: related topics
Configuration Processes application
CI Baselines application
CI Lifecycles application
CI Reconciliation Results application
CI Link Results application
Planning for configuration management
Discovering your environment
Deciding which CI types to manage
Preloaded CI data model
Depth and filtering of CI data
Classification filtering
Authorized space and promotion filtering
Creating an authorized CI space
Deployer's Workbench
Manage CI Hierarchies dialog box
Updates to improve promotion performance
Configuring CI promotion
Actual configuration items
Viewing a CI topology for actual configuration items
Configuring the topology view
Configuring swimlanes
Configuring the initial and maximum breadth
Specifying a CI classification image
Specifying the business view for a CI classification
Setting the maximum number of displayed nodes
Promotion of actual CIs to authorized CIs
Promotion Scopes
Promotion Scopes overview
Promotion scopes and relationship rules
Creating promotion scopes
Creating relationship rules
Deleting promotion scopes
Validating promotion scopes
Actual CI promotion
Actual CI promotion overview
Prevention of duplicate CIs using naming rules
Previewing your naming rule links
Enabling and viewing the naming rules for promotion
Creating authorized configuration items
Promoting large numbers of CIs
Modifying an authorized CI classification
Launching to the TADDM interface
Operational management products
Deletion of actual configuration items
Authorized CIs associated with deleted actual CIs
Authorized configuration items
Summarized CI views
Viewing a CI topology
Assessing the impact of a CI outage
Configuring the topology view
Configuring swimlanes
Configuring the initial and maximum breadth
Specifying a CI classification image
Specifying the business view for a CI classification
Setting the maximum number of displayed nodes
Status of configuration items
Copying configuration items
Associating interested parties with a CI
Reviewing asset-CI linking results for a single CI
Updating configuration items
Copying configuration items
Deleting a configuration item
Linking authorized CIs to actual CIs using naming rules
Overview
Naming rules
Setting up the integration framework
Importing the naming rules
Creating links from authorized CIs to actual CIs
Defining relationships between configuration items
Viewing CI change history
Viewing the history of attribute values
Viewing the relationship history of configuration items
Creating work records in configuration items
Synchronizing configuration items
Configuration item collections
Creating collections
Adding configuration items to a collection
Changing collections
Copying collections
Configuration management processes
Updating configuration items
CI update process overview
Auditing configuration items
CI audit process overview
Viewing audit results
Viewing CI link results
Diagnosing audit results
Remediating audit variances
CI baselines
Creating a new baseline
Adding and removing baseline members
Creating a new version of a baseline
Duplicating a baseline
Validating a baseline
Activating a baseline version
Comparing a baseline to actual CIs
Viewing baseline comparison results
Analyzing baseline comparison results
CI comparison details
Cleanup of baseline comparison results
Adding member CIs to a collection
Managing CI lifecycles
Lifecycle overview
Lifecycle terminology
Creating a new lifecycle state
Creating a lifecycle
Adding state transitions
Duplicating a lifecycle
Applying a lifecycle to CI types
Changing a CI lifecycle assignment
Changing the default lifecycle
Modifying an existing lifecycle
Deleting a state from a lifecycle
Deleting a lifecycle
Changing the CI lifecycle state
Using maps
Managing IT assets and CIs together, using automation
Automated management options
Automated linking
Default reconciliation task
Decide on your link rules
Setting up the default reconciliation task
Enabling automated linking
Review your automated linking results
Reviewing asset-CI linking results for a single asset
Reviewing asset-CI linking results for a single CI
Reviewing results for a group of assets or CIs
Automated synchronization
More about synchronization
Enabling automated synchronization
Automated creation of authorized assets and CIs
Generic assets and CIs
Enabling automated creation of assets and CIs
Automation information for advanced users
How the automation is performed
Step 1. Discovered-data matching and linking
Step 2. Attribute matching and linking
Step 3. Generic asset and CI creation
More about generic assets and CIs
Generic asset and CI classifications
Preempting asset or CI duplication
Synchronized updates of linked assets or CIs
Managing changes
Change Management Overview
Change process overview
Advanced and express process definitions
Phases of an advanced change
Phases of an express change
Process variations based on Change type
Process variations for advanced changes
Process variations for express changes
Automatic selection of full change type
Post-assessment impact and risk calculations
Workflow Calculations
Risk and Priority values for upgraded environment
Fully automated changes
Change applications
Change application
Change Schedule application
Change Window Calendars application
Blackout Periods application
Impact Analysis Configuration application
Activities and Tasks application
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Process Requests application
Graphical Scheduling application
Security groups and access rights
Security groups
Access rights for security groups
Planning for Changes
Managing workflows
Viewing built-in Change workflows
PMCHGMAIN1 workflow details
PMCHGFIXD1 workflow details
PMCHGFLEXD1 workflow details
Modifying a Change workflow
Person groups in workflows
Creating your own workflows and workflow icons
Current Work Items
Determining the correct default workflow
Specifying your default workflow
Managing job plans
Working with change templates
Creating and modifying job plans
Managing response plans
Creating a response plan
Managing blackout periods
Creating a blackout period
Selecting CIs
Modifying or deleting a blackout period
Managing change windows
Creating change windows
Setting a schedule
Managing change windows in the calendar
Viewing and modifying change windows scheduled on a day
Viewing and managing lists of change windows
Creating custom time windows for special occasions
Associating CIs with change windows
Using the CIs tab in Change Windows Calendars
Selecting CIs
Searching CIs by classification
Searching CIs by attribute
Using the CI Details and Comparisons tab of the CIs application
Using the Add CIs to Change Window in the CI application
Managing impact analysis settings
Configuring impact analysis rules
Overview of impact analysis rules
Default rules
System properties
Performance considerations
Creating and modifying impact analysis rules
Testing rules
Configuring the scope of impact analysis
Configuring multi-thread impact analysis
Configuring historical analysis criteria
Overview of historical analysis
Modifying the criteria
Modifying the impact analysis action in the workflow
Managing escalations
Managing display of the Specifications table
Enabling or disabling the New Change dialog
Tracking ongoing Changes
Using maps
Viewing the Workplan Map
Tracking updates to a Change
Auditing Change attribute updates
Tracking the progress of a Change
Configuring the Progress Map
Monitoring the Projected Service Outage
Tracking the costs of Changes
Tracking costs of Changes to CIs
Tracking total costs of Changes
Initiating a new Change
Creating and submitting an RFC
Creating a Change
Accepting and categorizing a Change
Responding to an RFC
Validating and starting a Change
Assessing a Change
Creating an assessment record
Performing an assessment
Creating additional implementation tasks
Selecting Assets
Selecting CIs
Selecting from Collections
Selecting from Hierarchies and Relationships
Conducting an impact analysis
Impact analysis overview
Running the impact analysis engine
Previewing the impacts of a Change
Calculating impacts manually
Analyzing identified impacts
Viewing an impact summary
Calculating and selecting impacts for targets of a task
Calculating and selecting impacts for target CIs or assets
Manually specifying additional impacts
Viewing an impact analysis topology
Scheduling a Change
Scheduling overview
Defining resource constraints
Setting the constraint expiration time
Supplying basic scheduling information
Opening the Graphical Scheduling application
Creating a Graphical Scheduling project
Constructing queries
Using the Gantt view
Gantt table and timeline
Resource Constraints table and timeline
Gantt view tools and GUI elements
Scheduling a Change in the Gantt view
Automatically scheduling a Change
Manually scheduling a Change
Managing the number of tasks supported in the Resource Constraints view
Managing precedence constraints in the Gantt view
Predecessor relationships
Refreshing schedule data
Creating multiple scenarios for work
Schedule duplication
Saving and committing a Graphical Scheduling project
Advanced Graphical Scheduling topics
Gantt view details
Time zones in the Gantt view
Gantt view legend
Default settings in the Gantt view
User settings in the Gantt view
Customizing the Gantt view
Performance
Changing the number of displayed work orders
Viewing scheduled tasks
Detecting and resolving task schedule conflicts
The three types of detected conflicts
Automatic conflict detection
Setting a new time for conflict detection
Viewing conflicts for an individual Change
Viewing conflicts across all of your Changes
Resolving detected conflicts
Authorizing a Change
Completing the authorization process
The PMCHGAUTH1 authorization process
The PMCHGAP1 authorization process
Manually recording the authorization decision
Implementing a Change
Automatically updating CIs, assets, and locations
Updating CIs that were modified by a Change
Modifying CI attributes that were modified by a task
Changing the status of an asset
Modifying asset attributes
Modifying location attributes
Reviewing and closing a Change
Using maps
Automation script to create a Change from other systems
Managing Releases
Release management overview
Release process overview
Major release phases
Integration modules for OMP integration
Change and Configuration integration
Release applications
Releases application
Re-enabling impact analysis and conflict detection functions
Definitive Media Library application
Additional Release module applications
Security groups and access rights
Security groups
Security group access rights
Planning and managing a release
Initiating a new release
Creating and submitting a release request
Creating a release
Managing interaction between change and release management
Creating an RFC from a release
Adding changes to a release
Responding to Add Change requests
Removing changes from a release
Responding to a Remove Change request
Using process requests for Change and Release interaction
Applying response plans
Creating a response plan
Applying a job plan
Selecting an existing job plan
Creating a new job plan
Creating tasks
Creating an automated task
Attaching an assisted workflow
Scheduling a release
Viewing scheduled tasks
Implementing a task
Tracking ongoing releases
Using maps
Viewing the Workplan Map
Tracking updates to a release
Viewing process details
Modifying CI attributes
Designing and building a release
Software distribution overview
Disabling integration with TADDM
Configuring integration with TADDM 7.2.x
Working with DML repositories
Creating a DML repository
Selecting an OMP
Associating software images with a DML repository
Adding a new software image CI
Selecting from CMDB
Selecting from OMP
Viewing bookmarks
Testing and accepting
Planning a rollout
Communicating and preparing
Automation script to create Release from Project
Service Offering
Service Offering application
Creating a new offering
Creating a Knowledge Article Offering
Creating a Service Request Offering
Managing Offerings
Performing administrative tasks
Managing communication templates
Managing escalations
...email updates for objects and workflows
Email interaction overview
Simple and advanced email formats
Email variables in email interaction
Examples of email interaction
Example: Enabling email updates to purchase orders
Example: Enabling email updates to workflow assignments
Configuring updates by using email interaction
Managing cron tasks
Managing domains
Enabling edit mode
Managing log files
Working with sets
Managing organizations
Managing calendars
Managing classifications
Managing charts of accounts
Working with cost management
Managing currency codes
Setting system properties
Automating routine tasks with automation scripts
Service view application
Service view application
Service lifecycle
Creating a new service
Service Information
Service Support Details
Impacted Population
Service Composition
Review and Submit
Editing a service
Retiring a service
Searching for a service
Applying Filters to services
Service Insights
Service components
Incidents
Problems
Changes
Alerts
Create an Incident for Alert
Recent updates
Service Detail
Service Topology
Service reliability
Severe incidents
Emergency changes
SLA breaches
Uptime performance
Incident closure time
Incident and Change trends analysis
Service Delivery
My Work
Creating incidents and service requests
Create an incident
Create a service request
IT-OT Services with issues
Incident Chart
My incidents
Open With Team
Unassigned Incidents
Service request Chart
My requests
Open With Team
Unassigned
AI-enabled Recommendations
Achievements
Self Serve
Getting started
Self-Serve and Maximo IT relationships
Tickets
Chats
Solutions
Current Updates
Approvals
Attachments
Self Serve
Search in Self Serve
Reporting issues
Requesting services
Bundling multiple service requests
Chat with us
Manager Approval
My Approvals
Defining a Workflow for Approval Process
Assigning a Workflow to an Offering
Canceling tickets
Viewing or updating tickets
Viewing assets
Personalization
Creating a custom view
Applying filters in Self Serve
Managing views in Self Serve
Customization
Self Serve Mobile view
Working with Service Desk
Common ticket concepts and tasks
Characteristics of a ticket
Ticket Status
Changing the status of a ticket
Changing the status of multiple tickets
Configure Status Defaults Based on Site
Ticket Priorities
Owners and owner groups
Select an owner for multiple tickets
Person group and date filtering
Select an owner for multiple tickets
Take ownership of a record
Take ownership of multiple tickets
Related records
Relating records to a ticket
Delete a record relationship
View Related Records for Service Group
View Related Records for Service
Enabling or disabling the New Incident and New Service Request dialogs
Global records
Creating a global record
Removing the global flag
Relating a ticket to a global record
Showing tickets similar to a global record
Working on a ticket
Predefined queries
Create a Communication
Using Live chat and ChatOps
Using the work log
Obtaining more information about people involved with a ticket
Searching for a ticket
Entering a service address
Tracking the progress of a Ticket
Configuring the Progress Map
Associating solutions with tickets
Searching for solutions
Process Requests
Creating activities
Adding activities to a ticket
Selecting an activity for a ticket
Selecting labor for an activity
Apply Actions to Activities
Response Plans
Creating a response plan
Setting up and managing response plans
Service Level Agreements
Apply an SLA
Select or Deselect an SLA
View SLAs
SLA Hold
Using maps
Working with assets, CIs, and locations
Selecting an Asset
Selecting a Location
View Asset Details
View Work Details for Assets and Locations
Entering meter readings
Report Downtime
Enabling users to access Report Downtime
Changing the status of an asset
Adding downtime codes
Reporting asset downtime
Report Downtime
Enabling users to access Report Downtime
Changing the status of an asset
Adding downtime codes
Reporting asset downtime
Managing downtime history
Configuration items
Go To Configuration Items
View CI Topology
View Work Details for CI
View Actual CI Details
View CI Collections
View CI Relationship History
CI Schedule of Change
Editing the history of a ticket
Deleting a ticket
Searching for values
Selecting a value
Global Search application
Searching for application records
Searching external knowledge bases
Configuring knowledge bases for searches
Search string syntax
Searching from within a ticket
Searching for tickets or solutions
Searching external knowledge bases
Searching external knowledge bases
Searching for tickets or solutions
Searching external knowledge bases
Priority Matrix
Priority Matrix application
Creating a priority matrix
Editing a priority matrix
Adding Priority, Impact, and Urgency Values
Disabling the Priority Matrix
Incidents
Incidents application
Creating an Incident
Applying a template
Adding a Source
Classify an Incident
Associate ticket data with classifications
To associate ticket data with a classification:
Select labor
Select by Craft
Additional information for tickets
Duplicating an Incident
Creating related records
Create a Problem
Create a solution
Create a Service Request
Create an Incident from an Incident
Create a Process Request
Create a work order
Working with automatic assignment of owners to incidents
Working with automatic assignment of owners to incidents
Creating Owner Group hierarchies for automatic assignment of Incidents
Viewing and modifying Person Group availability
Setting automatic assignment method and reassignment time
Communication Templates and Automatic Notifications
Investigate an Incident using Workflows
Resolving an Incident
Reporting labor time
Starting and stopping the timer
List Failure Codes
Adding or changing Problem specification attributes
Viewing Information
Viewing the communication log
View Tickets and Work Orders
View costs
View History
View information about people
Automation script to create Incidents from Service requests in Maximo IT
Problems
Problems application
Problem Tab
Activities Tab
Related Records Tab
Solution Details Tab
Log Tab
Failure Reporting tab
Service Address Tab
Map tab
Specifications Tab
Creating a problem
Applying a problem template
Adding a Source
Classifying a Problem
Associate ticket data with classifications
To associate ticket data with a classification:
Select labor
Select by Craft
Additional information for tickets
Duplicating a problem
Creating related records
Create a Service Request
Create an Incident
Create a Problem from a Problem
Create a Process Request
Create a solution
Create a work order
Communication Templates and Automatic Notifications
Resolving a Problem
Reporting labor time
Starting and stopping the timer
List failure codes
Adding or changing Problem specification attributes
Viewing Information
Viewing the communication log
View costs
View History
View Tickets and Work Orders
View information about people
Service Requests
Service Requests application
Service Request Tab
Solution Details Tab
Activities Tab
Related Records Tab
Service Address Tab
Map tab
Creating a Service Request
Applying a service request template
Adding a Source
Classifying a service request
Associate ticket data with classifications
To associate ticket data with a classification:
Select labor
Select by Craft
Additional information for tickets
Duplicating a service request
Creating related records
Creating an incident
Creating a problem
Creating a service request from a service request
Create a Process Request
Create a work order
Communication Templates and Automatic Notifications
Reporting labor time
Starting and stopping the timer
Adding or changing Service Request specification attributes
Viewing Information
View Tickets and Work Orders
Viewing the communication log
View costs
View History
View information about people
Process Requests
Process Requests application
Process requests overview
Creating and submitting a process request
Process request status
Tracking updates to a process request
Accepting a process request
Rejecting a process request
Closing a process request
Working with process request key performance indicators
KPIs included in the product
Creating new KPI graphs
Viewing KPI graphs
Solutions
Solutions application
Creating a solution
Selecting keywords for a solution
Using images with solutions
Classifying a solution
Using solution specification attributes
Taking ownership of a solution
Assigning an owner or owner group to a solution
Creating a response plan for live chat requests
Communication Templates and Automatic Notifications
Searching for a solution
Viewing a solution
Modifying a Solution
Changing the status of a solution
Duplicating a Solution
Deleting a Solution
Evaluating solutions
Relating solutions to a solution
Editing the keywords database
Adding a Legislation field to solutions
Working with live chats
Overview
Live chat options
Chat users and administrators
Configuring the chat timeout interval
Configuring single-queue live chat: Service Desk manager
Configuring multiple-queue live chat: Service Desk manager
Chat Queue tab in Person Groups application
Creating chat queue person groups
Designating a person group as a chat queue
Authorizing users to create chat queues
Setting up ticket template–based chat requests
Creating ticket templates used for chat topics
Showing and hiding the Contact Us pod and chat button
Authorizing groups to edit the Contact Us pod
Modifying the Contact Us pod and chat settings
Setting up solution-based chat requests
Creating chat response plans
Authorizing users to initiate solution-based chats
Managing live chat operations: Service Desk manager
Using the Chat Queues queries
Tracking chat data
Changing the status of a chat queue
Viewing agent and chat status
Disabling live chats during database administration
Requesting and conducting a chat: Self Service user
Requesting a chat in the Self Service Center
Requesting a chat within a solution
Requesting a chat within a solution
Requesting and conducting a chat: Self Serve user
Accepting and conducting a chat: Service Desk agent
Working with Service Catalog
Service Catalog overview
Service Catalog applications
Service Catalog flow
Service Catalog configuration
Service Catalog content
Organization information
Financial information
Shipping information
Communication information
Security
Defining and publishing offerings and services
Offerings
Offerings application
Choosing Offering types
Service Request offering
Descriptive offering
Service Desk offering
Creating a Service Desk offering
Action offering
Setting up a launch entry for an action offering
Passing data to a Launch in Context action service
Setting up a workflow for an action offering
Offering Classifications
Classifying an offering
Clearing a classification
Defining Attributes
Adding/modifying an attribute
Adding an attribute to an offering
Adding more alphanumeric attributes to an offering
Adding more numeric attributes to an offering
Adding more table attributes to an offering
Creating Offerings
Offering tab
Specifications and presentation tab
Price and Cost tab
Additional Details tab
Comments and Ratings tab
Offering dialogs
Default and custom dialogs
Creating a custom dialog
Creating a new custom presentation bean
Dialogs with Custom MBO
Creating a custom MBO with tabular data for offerings
Creating an offering that includes a Custom MBO
Sample dialog containing a Custom MBO
Changing dialog styles
Creating a complex dialog containing multiple pages
Changing the behavior of an input field
Using Service Catalog controls with tooltip help
Using the Application Designer to Clone and Modify Offering dialogs
Application Designer application
Cloning dialogs in Application Designer
Modifying dialogs in the Application Designer
Configuring smart fill for offering dialogs
Service Catalog statuses
Changing status
Viewing status history
Viewing the status of an organization
Duplicating an offering
Adding an offering to a catalog
Adding attachments
Adding/modifying an image for an offering
Setting up alphanumeric (ALN) domain lookup for an offering dialog
Setting up a numeric domain attribute in an offering dialog
Setting up a table domain attribute in an offering dialog box
Catalogs
Catalogs application
Adding a single offering
Deleting an offering
Duplicating a catalog
Adding multiple offerings
Catalog tab
Offerings tab
Changing status
Viewing status history
Shopping for offerings and services
Browsing and ordering offerings in the Offering Catalog
Finding an offering
Searching for strings
Search string syntax
Complex searches
Browsing offerings
Browsing by catalog
Viewing offering details
Ordering a service
Using Order Now!
Rating an Offering
Allowing users to have single or multiple carts active at a time
Starting a new cart
Viewing all carts
Viewing current offerings in my cart
Viewing Favorite Offerings
Adding to Favorite Offerings list
Deleting from Favorite Offerings list
Using the Shopping Cart
Using the Shopping Cart
Creating a cart template
Adding a cart template to the cart
Updating a cart template
Cart Templates application
Deleting items from the shopping cart
Modifying attribute information for items in the cart
Adding an offering to the Favorite Offerings list
Saving current information for the shopping cart
Canceling changes to the shopping cart
Setting or changing default information on shopping carts
Viewing catalog requests
Changing the status of a catalog request
Viewing catalog request history
Viewing/adding log entries
Managing approval and fulfillment of service requests
Service Requests
Service Requests application
Service Catalog attributes
Service request status values
Activities tab
Catalog Service Requests Approval
Taking action on multiple catalog service request approvals
Service request approval and fulfillment
Default workflow
Organizations options configuration
Offerings options configuration
Approval process
Line Manager approval
Fulfillment Manager approval
Fulfillment process
Ticket Templates
Ticket Templates application
Ticket templates overview
Ticket classes
Ticket template activities
Ticket template statuses
Working with ticket templates
Creating ticket templates
Classifying ticket templates
Categorizing ticket template activities with classifications and attributes
Duplicating ticket templates
Limitations
Response Plan workflow
Organizations level configuration
Offerings level configuration
Fulfillment process
Response Plans
Working with Automation Scripts
Automation Scripts application
Validating using automation scripts
Creating a new script
Inputs and outputs for script types
Associating a script with an attribute
Associating a script with an offering
Associating an organization-level script with submitting a shopping cart
Associating actions with automation scripts
Changing the state of a script
Viewing the history of a script
Duplicating a script
Clearing a script
Navigating through scripts
Executing a script
Working with Self-Service
Self Service Center
Navigator
Finding Solutions
Request a New Service
Rating an Offering
Report an Issue
Frequent Requests
My Resources
My News pod
My Requests pod
My Incidents pod
My Assets pod
Contact Us pod
Requesting a chat in the Self Service Center
Configuring the Self Service Center
Using linkx statements
Configuring the navigator
Configuring the navigator after upgrading from Tivoli Service Request Manager V7.2.1
Enabling the My Resources navigator
Customizing My Resources categories
Configuring the My Requests and My Incidents pods
Configuring ticket templates for Self Service Center
Configuring miscellaneous self-service details
Browse Solutions
Searching for a solution
View Solution Details
Requesting a chat within a solution
Printing a solution
Create a Service Request
Checking the status of a Service Request
Searching with the Global Search application
Create Service Request
Configuring service requests for screen shots
Working with Business Intelligence applications
Working with surveys
Surveys overview
Surveys
Questions
Working with question and answer sets
Creating a question and answer set
Modifying a question and answer set
Deleting a question and answer set
Surveys
Working with surveys
Creating a survey
Viewing a survey
Modifying a survey
Deleting a survey
Sending surveys
Sending a survey manually
Sending a survey automatically
Viewing survey results
Survey Templates
Creating a survey template
Survey Request application
Survey fulfillment as a related record in Ticket applications
Security
Configuring security for Self Service Center
Configuring security for Service Catalog applications
Data restrictions
Creating data restrictions
Service Catalog conditions
Automatically creating data restrictions
Granting access to catalogs
Revoking access to offerings
Modules and applications
Administration module
Sets
Organizations
Calendars
Resources module
Labor
Labor overview
Labor records and person records
Assignment of calendars to labor
Status of qualifications
Zero year to date hours associated with labor
Labor inventory locations
Status of labor records
Deletion rules for labor
Working with labor
Associating crafts with labor
Adding qualifications to labor
Qualifications
Qualifications overview
Status changes
Working with qualifications
Creating qualifications
Associating labor with qualifications
People
People overview
Person statuses
Deletion of person records
Working with people
Creating person records
Changing the status of multiple persons
Changing availability for assigned work
Viewing the history of persons
Viewing related assets and locations for persons
Person Groups
Person group overview
Person groups
Deletion rules for person groups
Working with person groups
Creating person groups
Specifying alternate persons for notifications and workflows
Crafts
Crafts overview
Standard rates and premium pay codes
Disassociation of labor records from craft records
Deletion rules for crafts
Working with crafts
Creating crafts
Associating labor with crafts
Bulletin Board
Managing service bulletin messages
Creating service bulletin messages
Enabling or disabling the service bulletin warning dialog
Enabling or disabling Service Bulletins from the Self Service Center
Communication Templates
Reporting submodule
KPI Manager
Historical trends and values for key performance indicators
Creating key performance indicators
Example: Creating KPI templates to generate KPIs
Report Administration
Report development
Administering reports
Adding reports
Report management
Importing reports
Importing library files
Adding data sources
Setting report file security
Setting application security
Setting all application security
Running reports using request pages
Creating browser shortcuts for reports
Creating printing shortcuts for reports
Creating a printing shortcut for reports with attached documents
Enabling the printing of attached documents
Ad hoc report administration
Ad hoc report creation
Reports included in the product
Viewing scheduled reports
Deployed Assets module
Software Catalog application
Reconciliation module
CI Link Results application
CI Reconciliation Results application
Conditional Expression Manager
Creating conditional expressions and classes
Conditional expression syntax
Sample conditional classes
Classifications
CI Types application
Work View
Working with work view queries
Editing work view queries
Changing default work view queries
Deleting work view queries
Download Tools application
Survey Management module
Questions
Surveys
Survey Templates
View Documents application
Creating queries for document searches
Creating file documents
Creating URL documents
ITUP URL
updateStringInURLName command
Service Address (SP) application
Service Address
Service addresses
Address systems
Adding service addresses to records
Creating address systems for sites
Map Manager application
Map Manager
Enabling maps
Developing maps and routes for applications
Configuring map tips
Map feature tips
Map feature tip templates
Adding additional information to map records
Creating dialog boxes for map tip menu items
Assigning map markers to work types and work order priorities
Record Release
Analytics module
Viewing scheduled reports
Monitoring performance
Assets module
Assets
Assets overview
Rotating assets and non-rotating assets
Asset depreciation
Working with assets
Creating assets
Applying item assembly structures
Associating users and custodians with assets
Associating services with assets
Associating safety information with assets
Associating tag out procedures with assets
Associating hazards with assets
Associating hazardous materials with assets
Associating safety-related issues with assets
Adding assets to collections
Adding relationships to assets
Granting access to asset relationship functions
Viewing related assets
Issuing items from a storeroom
Modifying assets
Changing the status of assets
Adding depreciation schedules to assets
Swapping depreciation schedules between assets
Reporting asset downtimes
Changing downtime asset status
Managing downtime history
Adding meters to assets
Specifying meter readings
Assigning meter groups to assets
Updating meter history
Resetting meters
Deleting asset records
Updating historical meter readings
Replacing meters
Moving assets
Swapping assets
Changing item numbers
Zeroing out asset costs
Importing asset-related digital data
Overview
Configuring the integration
Configuring the integration endpoint
Configuring the server certificate
Configuring the integration prefix for database records
Configuring the length of the ASSETNUM attribute
Configuring security authorization for object structures
Configuring the update mode for job plan data
Granting access to the digital data import functionality
Importing data from the digital data source
Integration overview
Importing digital data
Initial statuses of import-related records
Processing of job-plan-related components
Integration mapping
Spare parts
Assets
Job plans
Customizing the integration
Customizing integration mapping
Troubleshooting integration problems
Database field lengths must be increased
Authentication to the digital data server fails
Digital data cannot be retrieved from the digital data server
Asset Templates
Creating an asset template
Creating assets from an asset template
Applying an asset template to existing assets
Locations
Locations overview
Types of locations
Managing systems
General ledger account codes
Meters in locations
Update meter history rules
Status of locations
Working with locations
Creating locations
Associating systems with locations
Adding parents to locations
Replacing parent locations
Applying item assembly structures
Associating users and custodians
Associating services with locations
Associating safety-relating assets with locations
Associating hazards with locations
Associating tag out procedures with location records
Adding meters to locations
Adding meter readings
Updating meter history
Replacing meters
Resetting meters
Adding locations to one or more collections
Adding locations to collections
Changing the status of locations
Duplicating location records
Meters
Meter value resets
Working with meters
Creating meters
Specifying meter readings on work orders
Duplicating meters
Deleting meters
Relationships
Relationships overview
Unidirectional and bidirectional relationships
Asset-based relationships
Relationship cardinality
Relationship change rules
Deletion rules for relationships
Creating relationships
Defining asset relationship rules
Meter Groups
Creating meter groups
Duplicating meter groups
Condition Monitoring
Condition monitoring overview
Measurement points
Work orders
Work order history
Working with condition monitoring
Creating measurement point records
Specifying point measurements
Deleting measurement points
Generating work orders to address specific problems
Failure Codes
Failure codes overview
Failure hierarchies
Failure analysis
Working with failure codes
Building failure hierarchies
Navigating failure hierarchies
Copying failure hierarchies
Duplicating failure codes
Deployed Assets module
Deployed Software application
Licenses application
Managing IT assets
Purchasing assets
Working with Item Master
Working with purchase requisitions
Working with purchase orders
Receiving assets
Receiving software items
Associating received software with licenses
Managing IT assets
IT assets overview
IT asset classification
IT asset statuses
IT asset refresh cycles
IT asset disposal
Software license allocation when swapping assets
Working with IT assets
Creating IT assets
Specifying refresh cycles for IT assets
Modifying refresh cycles for IT assets
Specifying end-of-life details for IT assets
Modifying end-of-life details for IT assets
Associating users, custodians, and groups with IT assets
Managing software license allocations
Managing license allocations for asset swaps
Moving or modifying IT assets
Reviewing asset-CI linking results for a single asset
Finding IT assets associated with contracts
Finding IT assets associated with purchase orders
Viewing assets assigned to you
Searching for an asset
View Assets application
Printing an asset
Using maps
Overview
Displaying a map
Map tab: mapping a single record
Related CIs Map tab: mapping related CIs
Managing the map view
Using the icons in map views
Managing My Location
Using miscellaneous tools and icons
Viewing more information using map tips and actions
Managing the software catalog and licenses
Using the software catalog
Software Catalog application
Software catalog
Software hierarchy
Authorized items and linking
Conversion variants
Viewing catalog data
Finding software
Viewing software details
Finding deployed software
Viewing instances of deployed software
Viewing catalog details
Viewing related versions, releases, or features
Finding associated licenses
Viewing relationships in a software bundle
Managing the software catalog
Adding software to the catalog
Defining conversion variants
Locating unreviewed software
Updating the same attributes for multiple records
Defining relationships in a software bundle
Defining software hierarchies
Deleting software from the catalog
Working with the Item Master application
Linking an item to software
Creating item master records
Administering licenses
Licenses overview
Licenses
License entitlement
License types
License platform
License capacity
Full-capacity licensing
Subcapacity licensing
Allocated, available, and discovered capacity
Reserved capacity
Capacity units
Value unit exhibits
License vendor
License scope
License term
License status
Software audit-readiness
Setting up core multiplier groups
Managing license templates
Viewing value unit exhibits and converting value units
Defining license entitlements
Guidance for license parameters
Adding a license
Duplicating a license
Applying a license template
Specifying a license key
Associating a product
Assigning a customer
Activating a license
Planning license allocations
Licenses and job plans
Reserving licenses
Reserving license capacity
Planning licenses for work orders
Planning licenses for activities
Managing licenses
Allocating licenses
Allocating a license
Allocating licenses from work orders
Finding licenses using search criteria
Viewing purchase orders and requisitions associated with a license
Viewing contracts associated with a license
Adding related licenses
Adding software consumption data
Changing the status of a license
Deleting or canceling a license
Transferring a license
Running a license use report
Procuring licenses
Creating a purchase requisition
Creating a purchase order
Generating costs
Managing software contracts
Overview of software contracts
Software contract statuses
Software contracts and companies
Software contracts and licenses
Software contracts and assets
Software contracts and people
Software maintenance
Software contract revisions
Software contracts and related applications
Release purchase orders
Release costs
Software contracts and multisite implementations
Creating software contracts
Creating a software contract record
Adding maintenance information to software contracts
Authorizing sites for software contracts
Adjusting prices on software contracts
Approving software contracts
Creating a payment schedule
Associating licenses with software contracts
Associating assets with software contracts
Associating people with software contracts
Modifying software contracts
Managing deployed assets
Configuring to automatically remove obsolete deployed assets
Administering deployed software
Deployed Software application overview
Deployed software
Authorized assets
Viewing deployed software data
Finding deployed software
Finding software using search criteria
Viewing details
Viewing assets
Managing software
Verifying removal of software products
Excluding software from audits
Reconciling authorized assets with deployed assets
Change module
Contracts module
Financial module
IT Infrastructure module
Configuration Items
Configuration items management
Configuration Items application
Actual Configuration Items application
Process Requests application
Configuration Processes application
Actual configuration items
Actual configuration item details
Configuration item collections
Configuration item changes
Configuration item statuses
Configuration item deletion
Working with configuration items
Creating configuration items
Creating records in configuration items
Specifying relationships between configuration items
Adding configuration items to collections
Viewing the business application topology for actual configuration items
Viewing the application topology for actual configuration items
Viewing the physical topology for actual configuration items
Relationships
Relationships overview
Unidirectional and bidirectional relationships
Asset-based relationships
Relationship cardinality
Relationship change rules
Deletion rules for relationships
Creating relationships
Defining asset relationship rules
CI Lifecycles application
Using the More Search Fields dialog box
Adding a bookmark
CI Baselines application
Promotion Scopes
Integration module
Inventory module
Planning Module
Purchasing module
Planning and Scheduling module
Graphical Scheduling application
Release module
Releases application
Definitive Media Library application
Deployments application
Change Schedule application
Activities and Tasks application
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Process Requests application
Security module
Self Service module
Catalog Requests module
Browsing and ordering offerings in the Offering Catalog
View Catalog Requests application
Cart Templates application
Desktop Requisitions module
Service Requests module
Search Solutions application
Searching with the Global Search application
Self Service Center
Survey Request Application
View Assets application
Service Desk module
Incidents application
Problems application
Activities and Tasks application
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Process Requests application
Service Requests application
Solutions application
Global Search application
Priority Matrix application
Service Level module
Response Plans application
Service view module
Service Request Catalog module
View Catalog Requests application
Offerings application
Catalogs application
Service Requests application
Catalog Service Requests Approval
Process Requests application
Global Search application
Cart Templates application
System Configuration module
Platform Configuration module
Workflow Administration application
Workflow Administration (Advanced) application
Workflow Launcher application
Quick Configuration application
Instant Messaging Configuration application
Integrating instant messaging
Configuring the connection to an instant messaging server
Google Talk
Jabber
Configuring the connection to Microsoft Office Communications Server
Importing the Microsoft Office Communications Server certificate into the Maximo JVM
Sametime Connect
Configuring an instant messaging ID
Creating an instant messaging profile
Connecting and disconnecting
Using the IMBot
Migration module
Task Management module
Activities and Tasks application
Activities and tasks overview
Record ownership
Activity statuses
Measurement points
Service level agreements
Record relationships
Costs on tickets and work orders
Work plan removal
Deletion rules for activities
Rules for modifying archived activities
Working with activities
Planning activities and tasks
Creating work plans
Creating work plans using job plans
Planning work for activities and tasks
Creating tasks for activities
Reporting actuals for activities and tasks
Applying service level agreements to records
Removing service level agreements from records
Swapping assets
Relating work orders or tickets to activities or to tasks
Assigning a parent to a work order
Removing relationships between records
Classifying activity records
Setting up work process flows
Defining flow actions
Removing work process flow from work orders or job plans
Suspending work process flows
Changing the status of activities or tasks
Work Orders module
Activities and Tasks application
Integrating with other products
Agentic AI enablement in Maximo IT using watsonx Orchestrate
How the use cases work
Use case 1 — AI-powered incident summarization
Use case 2 — AI-driven knowledge creation (Solution generation)
Use case 3 — Chat with AI Agent for Incident RCA (Root Cause Analysis)
Enabling the use cases
Step 1 - Meet prerequisites
Step 2 - Configuring the Maximo IT agent in watsonx Orchestrate
Method 1: Configuring the Maximo IT agent from the watsonx Orchestrate catalog (recommended)
Create a watsonx Orchestrate account
Add the Maximo IT AI agent in watson Orchestrate
Create a connection to Maximo IT
Method 2: Configuring the Watson agent using the repository (optional)
Setting up the environment
Configure watsonx Orchestrate
Connect Maximo IT
Step 3 - Configuring Maximo IT system properties
Step 4 - Scripts included with the integration
Step 5 - Configuring Maximo IT Security Group
Step 6 - Configuring prefixes for tickets
Using the AI agent
Incident summarization
Solution generation
Chat with AI agent for incident RCA (Root Cause Analysis)
Integrating Maximo IT and watsonx Orchestrate AI agent with Slack
Troubleshooting
Integrating with IBM MaaS360
Architecture
Prerequisites
Integration process
Configure system properties
Automation Scripts
Fetching the devices from MaaS360
Creating assets in Maximo IT
Volume mounting for MaaS360 mapping file
Integrating with JIRA
Configuring for integration
Configuring JIRA
Installing JIRA server
Creating project in JIRA
Creating custom fields in JIRA
Creating the API token in JIRA
Installing Automation Rule Plugin in JIRA
Creating automation rules to add webhook in JIRA
Configuring Maximo IT
Adding JIRA endpoints in Maximo IT
Adding domains in Maximo IT
Adding attribute in incident application
Adding attributes using application designer
Creating automation script
Integrating with ManageIQ
Configuring for integration
Configuring ManageIQ
Installing ManageIQ and AWS
Adding AWS cloud provider
Configuring Maximo IT
Adding ManageIQ endpoints in Maximo IT
Adding domains in Maximo IT
Creating attributes
Creating offerings
Creating catalog
Creating automation script
Creating automation script to generate ManageIQ authentication token
Creating automation script to create provision request for the AMAZON EC2 provider
Creating automation script to start instance of AMAZON EC2 provider
Creating automation script to stop instance of AMAZON EC2 provider
Creating automation script for cron task
ManageIQ use cases
Integrating with a virtual/AI assistant
Integrating with watsonx virtual assistant
Configuring watsonx in Maximo IT
Configuring watsonx Assistant on IBM cloud
Integrating with other assistants
ChatGPT
Microsoft CoPilot
ChatOps/Swarm Integrations
Integrating with Microsoft Teams
Register a Microsoft Azure and Teams account
Creating an application in Azure
Configuring Microsoft Teams in Maximo IT
Configuring System Properties
Configuring Security Groups
Using ChatOps
Configuring Webhook and Team ID
Integrating with Slack
Register a Slack account
Creating a Slack application
Configuring Slack in Maximo IT
Configuring System Properties
Configuring Security Groups
Using ChatOps
Using Slash Command in Slack
Creating and adding Custom Slash Commands
Integrating Maximo IT and watsonx Orchestrate AI agent with Slack
Integrating with API
OSLC Integrations overview
API keys application
Service view API
Configuring Maximo IT for API integration
GET Service
CREATE Service
UPDATE Service
Integrating with Webhooks
Architecture
Configuration
Configuring Instana
Configuring Maximo IT
Testing the integration
IT/OT Security Integration
Configuring Maximo IT
Creating an import object
Applying configuration changes
Creating the asset loading application using Application designer
Importing asset details from Claroty
Importing all Claroty assets into Maximo IT
Importing a limited set of Claroty assets to Maximo IT
Creating the automation scripts
Creating automation script to fetch assets or devices from Claroty
Creating automation script to create locations in Maximo IT from Claroty sites
Creating automation script to create parent classification in Maximo IT
Creating automation script to create classification in Maximo IT based on Claroty data
Creating the automation script to import Claroty devices as Assets into Maximo IT
Creating the automation script to fetch alerts from Claroty
Creating automation script to create alerts for existing assets in Maximo IT
Cron task scheduling
Integrating with Netcool/OMNIbus
Integrating data with external applications
Integration APIs
REST JSON API enhancements
Data import and export with REST API
REST API as replacement for RMI
Communication with external applications through REST API
OSLC integration
OSLC implementation in Maximo IT
HTTP transactions
OSLC resource queries
Query properties parameter
Query WHERE clause parameter
Query search parameters
Query sort parameter
Query select parameter
Creation of a resource instance
Modification of resources
Replacement of an OSLC resource
Partial update of an OSLC resource
HTTP headers
HTTP response codes
OSLC configuration
Specification of OSLC resources
Service provider provision
Saved queries
OSLC security
OSLC logging
Integrating as an OSLC consumer
Creation of OSLC provider records
Registry Services
Service providers
Resource types and shape documents
Designing an OSLC interaction
Creating OSLC query interaction groups
Example: Running an OSLC interaction
Public URI changes
Migration of OSLC integrations
Manual UI modification
Manual implementation of UI changes and security for interactions
User interface refinements
Translation of untranslated UI elements
OSLC properties
Developing applications
Migrating configuration content
...migrating configuration content
...migration
Migration environments
Migration process
Migration Manager application
What content you can migrate
Database configuration content
Compiled sources
Package definitions and packages
Snapshot packages
Change packages
Collection packages
Package definition status
Package status
Deletion of package definitions
Deletion of packages
Migration collections
Planning for migration
Migration participants and roles
Validation of database integrity
Migration and database backups
Migration scheduling
Determining the configuration content to migrate
Predefined migration objects and migration groups
Data Dictionary migration group
Document Library migration group
Application migration group
Resources migration group
Functional migration group
Application Security migration group
Reporting migration group
System migration group
Integration migration group
Business Process Management migration group
Migration migration group
Ticket Template Data migration group
Classification Data migration group
Interaction System Objects migration group
Interaction Artifacts migration group
Scripting System Objects migration group
OSLC migration group
Creating migration objects
Migration object processing sequences
Creating migration groups
Deletion of migration groups
Comparing source and target databases
Setting inbound restrictions
Migration limitations
Migration reports
Migrating your configuration content
Setting up migration collections
Exporting and importing configuration records to and from external systems
Exporting migration collection records
Downloading exported migration collection records
Importing migration collection records
Creating migration collections
Capturing events in migration collections
Defining the related configuration records in migration collections
Validating migration collections
Enabling users to add records to migration collections
Setting up package definitions
Defining target environments and their distribution types
Creating package definitions
Attribute replacements
Selecting attributes to replace during deployment
Creating package definitions from a migration collection
Creating packages
Distributing packages
Deploying packages
Deployment overview
Deployment previews
Deployment steps and package content
Deployment to an environment that has different products or versions
Deployment of a package to its source environment
Attribute replacement rules
Defining attribute replacement rules in a target environment
Uploading packages to a target environment
Increasing the package size upload limit
Deploying a package
Downloading compiled sources
Deployment data errors
Correcting deployment data errors
Post-deployment activities
Migration troubleshooting
Migration logger
Package creation errors
Package distribution errors
Package deployment errors
Migration error messages
Migration groups
BPM with job plan support migration group
Impact assessment rules migration group
Priority matrix migration group
SLA migration group
Configuration item life cycles migration group
Action classification migration group
Advanced Workflow Designer classification migration group
RBA data migration group
Keyword migration group
Solution migration group
Service offering migration group
Catalog migration group
Survey QAs migration group
Survey migration group
Package definition templates
Migration issues
Troubleshooting and support
Troubleshooting a problem
General troubleshooting information
Advanced workflow components
Advanced workflow components overview
Applications that are used with Workflow
Workflow design process
Business process analysis
Process analysis
Workflow processes and user responsibilities
Elements of workflow processes
Person records
Person groups and workflow assignments
Roles and role records
Communication templates
Substitution variables in communication templates
Notifications
Escalations and action groups
Escalation points
Record routing
Synonym statuses
Examples of workflow processes
Example of a service request business process
Example of a service request business process
Example of a work order business process
Configuring for Workflow
Configuration prerequisites
Configuring administrator e-mail notifications
Security permissions for workflow processes
Workflow processes and user responsibilities
Actions and Workflow
Actions and escalations
Action types
Custom actions
Creating action records
Creating action groups
Creating actions specific to Workflow
Creating actions specific to escalations
Duplicating actions
Deleting actions
View Action Log
Add or modify an image
Working with automation scripts
Parameter metadata
Convenience routines for data mappings
Sample Jython Script
Designing Workflows
Creating workflow processes
Adding nodes and connection lines to the canvas
Designing workflows with Workflow Designer canvas
Workflow Designer toolbar
Process nodes
Connection lines
Setting node properties
Specifying the properties of connector actions
Specifying the properties of condition nodes
Specifying the properties of interaction nodes
Specifying the properties of manual input nodes
Specifying the properties of subprocess nodes
Specifying the properties of task nodes
Approval process
Identifying approval tasks
Specifying the properties of wait nodes
Setting workflow processes to automatically initiate
Setting processes to not auto-initiate
Duplicating workflow processes
Activating and viewing workflow processes
Workflow validation process
Validating workflow processes
Enabling workflow processes
Activating workflow processes
Disabling workflow processes
Viewing workflow assignments from a Workflow-enabled application
Viewing workflow history from a Workflow-enabled application
Viewing workflow specifications from a workflow-enabled application
Viewing workflow action logs from a workflow-enabled application
Viewing a Workflow Map
Modifying workflow processes
Creating a process revision
Synchronizing active workflow processes
Viewing synchronized processes
Adding workflow support to applications
Adding toolbar buttons for active workflow processes
Modifying toolbar buttons for active workflow processes
Deleting workflow processes
Exporting and importing workflow processes
Administering Workflows
Workflow Administration application
Workflow Administration (Advanced) application
Stopping instances of workflow processes
Deleting assignments
Reassigning workflow assignments
Completing assignments
Sending reassignment notifications
Workflow/Inbox Assignments portlet
Configuring the Workflow Inbox
Workflow Launcher application
Reference
Glossary
Optional Content
Service Desk content
Security group application authorization
Best practices content for Service Desk
Introduction to Best practices content for Service Desk
Artifacts included with best practices content
Record Statuses
Content for service request management
Content for incident management
Content for problem management
Limitations, problems, and workarounds
Classification content for Service Desk
Demo data for Service Desk
Service Catalog content
Security groups
Security group application authorization
Persons, person groups, and users
Queries
Key Performance Indicators (KPIs)
KPI descriptions
Creating Key Performance Indicator (KPI)
Service descriptions
Build New Standard Server Image
Server Hardware Installation
Deploy Server to Floor
ITIM - Lotus Notes - Reset Password
Server Lock Down
DB Install and Config
Add Database to Server
Remove Database from Server
ITIM - Lotus Notes ID - Change Password
Middleware Install and Configure
Minor Facility Request
Office Move Request
Lotus Notes ID - Change User Name or Certifier
Lotus Notes ID - Create Account
Lotus Notes ID - Delete Account
Firewall Change Requests
Minor site enhancement
Network Consulting
Build New Server
Build new server with middleware
Lotus Notes ID - Change Password
Attachments
UpdateTool
Overview
Example
Details
Recommendations
Attribute name mapping
Error messages
Tables
GenerateAppAuth
Details
Configuration Management content
Configuration management roles
Configuration management process request classifications
Configuration management job plans
Actions
Communication templates
Saved queries
Configuration Management reports
Change Management content
Classifications
Security groups and access rights
Security groups
Security groups and application access rights
Person groups
Start Centers
KPIs
Job plans
Response plans
Workflows
Escalations
Reports
Actions
Communication templates
Saved queries
Release Management content
Release attributes
Release classifications
Release types
Release status and progress indicators
Security groups and access rights
Security groups
Security group access rights
Start Centers
Job plans
PMRELEASE job plan
PMRELCHG job plan
PMRELDB job plan
PMRELMW job plan
PMRELSB job plan
PMRELBLDTE job plan
PMRELDPY job plan
PMRELSEDPY job plan
Task classifications
Assisted workflows
Actions
Reports
Escalations
Communication templates
Saved queries
IT Asset Management content
Classifications
Roles
Person groups
Groups and Users
Start Centers
KPIs
Job plans
Workflows
Escalations
Actions
Communication templates
Queries
Event loggers
System properties