Upgrade checklist

You can use the upgrade checklist to check for tasks that you must do for upgrading from Maximo® Asset Management to Maximo Manage.

Before you upgrade

Ensure that you have Maximo Asset Management 7.6.0.10, 7.6.1.2, or 7.6.1.3 installed. For more information, see Installing Maximo Asset Management.
Plan for Maximo Application Suite installation requirements and preferences. For more information, see Planning.
Install and configure Red Hat® OpenShift® cluster for non-production and production environments, according to your requirements. For more information, see Installing Red Hat OpenShift Container Platform.
Note: To know more about installing on Amazon Web Services, IBM Cloud® , Microsoft Azure, or using a command-line interface, see Supported installation paths.
Become familiar with authentication, encryption and security, and SMTP configuration methods. For more information, see Authentication and security and SMTP configuration.
Plan your upgrade schedule. For more information, see Planning your upgrade schedule.
Review current database settings. For more information, see Database settings.
If you are using Oracle Connector or SAP Connector, prepare it in Maximo Asset Management before you upgrade. For more information, see Preparing Oracle and SAP Connector before upgrade.
Check for industry solutions and add-ons compatibility. For more information, see Deployment of industry solutions and add-ons.
Disable custom triggers in any table of your database. For more information, see Custom triggers.
Commit any database configuration changes that are pending. For more information, see Configuring the database.
Backup your production database. For more information, see Backups.
Prepare a test database as a duplicate of the Maximo Asset Management production database. For more information, see Backups.
Complete any post-installation tasks for Maximo Asset Management before you upgrade. For more information, see Post installation tasks.
Create a customization archive to store specific changes, such as Java™ classes, XML files, and database scripts. For more information, see Migrating customizations using customization archive.
- Create deployment descriptors, as needed. A deployment descriptor describes how a component, application, or module is to be deployed with specific security settings, container options, and configuration requirements. For more information, see Deployment descriptors.
Run Integrity checker in Maximo Asset Management 7.6.1.0, 7.6.1.2, or 7.6.1.3 and fix all errors reported. For more information, see Running Integrity checker.
Test the upgrade in testing environment. For more information, see Testing the upgrade
Use Maximo Manage logs to check and fix any errors you may run into while upgrading. For more information, see Troubleshooting the upgrade using Maximo Manage logs.
Tip: Keep your testing environment with application servers started, so that you can better measure the actual downtime it will take considering the production environment.
Stop the application server only when you are nearing completion of Maximo Manage deployment as part of Maximo Application Suite.

During upgrade

Install and configure Maximo Application Suite. For more information, see Installing Maximo Application Suite.
Configure SMTP in Maximo Application Suite before you create the admin user. Otherwise, the email with the generated password cannot be sent. For more information, see SMTP server.
Create and log on as the admin user in Maximo Application Suite. For more information, see Administering users and user access.
Prepare Maximo Manage for deployment. For more information, see Preparing to upgrade.
Deploy Maximo Manage. For more information, see Deploying in Maximo Application Suite.
Set server bundle properties in Maximo Application Suite. For more information, see Adding server bundle properties.
- Set mxe.oslc.webappurl to point to the route address for each server bundle, by using bundle level properties.
Activate Maximo Manage. For more information see Activating Maximo Manage.
Check Maximo Manage deployment status. For more information, see Checking Maximo Manage deployment status.
Update system settings like mxe.doclink.path01 and others with the new path. For more information, see Updating system settings path.
If the database requires an SSL connection, you must obtain the certificate for the database. For more information, see Obtaining SS certificate for database.
Import additional certificates as needed in Maximo Application Suite. For more information, see Importing additional certificates in Maximo Application Suite.
Enable monitoring in Red Hat OpenShift cluster. For more information, see Installing Logging.
Check Maximo Manage logs for any errors and fix them. For more information, see Troubleshooting using Maximo Manage logs.
Check for user synchronization from Maximo Application Suite to Maximo Manage. For more information, see Managing users post upgrade.
Configure Oracle Connector if you are using it. For more information, see Configuring Oracle Connector after upgrade.
Configure SAP Connector, if you are using it. For more information, see Configuring SAP Connector after upgrade.
Tip: The following points are optional as per your specific requirements.
Maintain attached documents for your applications in persistent storage or cloud object storage, that is, S3. For more information, see Configuring attached documents.
Use the External Systems application in Maximo Manage to initiate export and import of data, for example, integrate data by using files. For more information, see Exporting and importing file-based data.
Use XSL maps to transform messages for outbound transactions in the integration framework provided with Maximo Manage. For more information, see XSL mapping.