upgrading from maximo 7.5 to 7.6 - migrating from oracle to sql server

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www.sonomacountywater.org

Upgrading and Migrating Maximo 7.5 to 7.6 and Oracle to SQL Server

TiLiAnne TannerEng Tech III

TiLi@scwa.ca.gov

Upgrading-Migrating Reasons-Oracle vs. SQL

• PROBLEM: Maximo on Oracle –– No other SCWA data bases on Oracle

• all on SQL

– Makes cross connections between business systems more difficult

• CAUSE: Retiree knew Oracle –– No one else then, or those hired since do

Upgrading-Migrating Reasons-Oracle vs. SQL

• REMEDY A (temporary): Host the environment with a company who knows Oracle

• REMEDY B: Move to SQL– ready data input for eventual cross

connections with other business systems

Upgrading-Migrating Reasons – Ad Hoc

• Ad Hoc Reporting– Subtotals– Calculations – Average– Minimum – Maximum– Preview the report

Upgrading-Migrating Reasons - Hover

• Hover Dialog Boxes

• Smart Device Interface Ability– Yet to set up

• QuickPicks– All abilities are

now in Maximo – Remove residual

QuickPicks data threads

• Aliases– What? Only in

Transportation?

Upgrading-Migrating More Reasons

Upgrading-Migrating Information

• Pre-Environment:• Windows Server

2008 R2• Oracle 10g• WebSphere 7• Maximo 7.5.0.2

• Post-Environment:• Windows Server

2012 R2• SQL Server 2014• WebSphere 8.5.5• Maximo 7.6.0.4

Upgrading-Migrating Information

• Mixed together were two activities:• Upgrade from Maximo 7.5 to 7.6• Migrate from Oracle 10g to SQL Server

2014

The approach was to do a manual database migration and upgrade simultaneously.

Upgrading-Migrating Information

• Installed Maximo 7.6 in new Virtual Machines, migrated data manually – Configured new system– Migrated automation scripts– Migrated static data sets

• GL Accts, Companies, Items, etc.

– Migrated closed records– Migrated final batch of active records

7.5 Oracle

7.6 SQL

Manually

The Upgraded Migration Lessons - Options

• Manual database migration was likely more time consuming than other potential options– such as UNLCVT or – SQL Server Migration Assistant by Microsoft.

• UNLCVT is an internal IBM tool (not supported for external use) that is available in Maximo 7.5 but has been discontinued for Maximo 7.6– It may have been able to be used to convert the

Maximo 7.5 database prior to the upgrade

The Upgraded Migration Lessons–Over 4000

• Manual database migration created issues with migrating long descriptions that were more than 4000 characters.– Some hand input was necessary

• IF we had migrated over to SQL from 7.5 to 7.5, and then upgraded up to 7.6, we could have…– Used the migration tools for smoother transitions – Two small steps might be easier than one giant step? – Long descriptions would likely have been intact

The Upgraded Migration Lessons–Fresh System

• Fresh new installations of Maximo 7.6 on new Virtual Machines, and then moving the 7.5 database to the new environment, and upgrading it is a much preferred method over upgrading in place on the existing Virtual Machines– Cleaner system– No migration of

unwanted data– No lingering strings

from old systemSERVER

7.5 VM7.6 VM

FRESHYES!

7.5 to 7.6 VM

X

The Upgraded Migration Lessons - Simplify

• Maximo 7.6 installation tools from IBM have been streamlined and have helped to simplify and expedite the installation process

• Custom reports often have database-specific functions in them that require conversion to universal functions or functions supported by the new the database – Best to have report developers ensure that all

functions are universal to avoid cost and time expenditures during upgrades

Going Sideways with Accounting

Accounting changed in the middle of it all• changed format from old to new by adding

leading and lagging zeros– example: 1234-A5 became 01234-A500 which would

be replaced by A0067-M089. • Not perfect, as many numbers were combined and others

were broken out. Nevertheless - this helped the majority of the transition.

• And... they are doing it again.... at least it is the same format this time. lol

• Be flexible, “it happens” – or something else will inevitably happen…

LESSONS LEARNED - REPORTS

• Recreate and function test all in Maximo TEST environment BEFORE migration– Users will appreciate it!– After migration, reports were lagging

• Priority conflicts• Time spent training users• Funding dwindled from other issues• Had to keep old version running for Location

and Asset Hierarchy report

LESSONS LEARNED - REPORTS

• Reports were time consuming for some needing updates due to the migration – Oracle to SQL differences

• More time making functional and formatting changes– Keep those changes outside the scope of an

upgrade

Oracle to SQL LESSON LEARNED

• Standard Operating Procedures, and Training Materials– Better to recreate all

before migration• After migration,

materials were lagging– Priority conflicts– Would reduce ‘Help Desk’

Issues

Upgrading-Migrating Side Benefits

• New Feature Buttons – Not words (black ribbon)

• Left Hand Navigation ability – Can override with former

top bar per user login

Upgrading-Migrating Side Benefits

• Bread Crumbs– Drilling into apps,

and returning

• Type Ahead – Smart searching

in Domain fields

Upgrading-Migrating Side Benefits

• Result Set Pick application first, then find query. – Can chose from

other objects • Example: Asset

Description

I Hear There is More…

• KPI Historical Valuesand Trend Graphs

• Edit mode for records• Crew Types definable

I Hear There is More…

• Log tab not just in WOTrack. Now in:

I Hear There is More…

• Work Type WSCH– can go back to WSCH– not associated with PM

• Has anyone set this up or seen it?

www.sonomacountywater.org

Upgrading and Migrating

TiLiAnne TannerEng Tech III

TiLi@scwa.ca.gov(707) 547-1068

QUESTIONS?

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