Maximo Post Install configuration

Login to maximo console http://localhost/maximo/ui using administrator privileges and perform the following steps.

1. Create an organization with Site:

• Create Currency codes:
• Goto Financial->Currency codes.
• Click on New row.
• Enter a name (ex:- USD).
• Enter description (ex:- United States Dollar).
• Save.

2. Create Item and Company Sets

• Goto Administration->Sets.
• Click on New row .
• Enter a set name (ex:- IT Items).
• Enter "Type" as "ITEM"
• Set default "default item status" to ACTIVE.
• Click on New row.
• Enter set name (ex:- IT Comps).
• Enter Type = "COMPANY".
• Set default "default item status" to ACTIVE.
• Save.

3. Create Organization

• Goto->Administration->Organizations.
• Click on new organization icon, in the toolbar.
• Enter the Organization name (e.g. "IBM").
• Select Base Currency 1 (select the currency you created in step 1).
• Select Item Set (select the Item set you created in step 2).
• Select Company Set (select the Company set you created in step 2).
• Select a default item satus (ex: "PENDING").
• Set 'default item status' to "active".
• Save.
• Click on Site tab.
• Click on new row, in Site tab.
• Enter the site name (e.g. 'B901').
• Save Organization.

4. Create GL Component

• Goto->System Configuration->Platform Configuration->Database Configuration.
• In 'Select Action' drop down box, select 'GL Account Configuration'.
• Select 'New Row'.
• Enter Component name 'SSSCOMPONENT' (or any name).
• Enter Length '5'.
• Enter Type 'ALN'.
• Screen Delimiter '-' (sinal de menos).
• Click OK (it may take a while to get the control back, be patient).

5. Create GL Account

• Goto->Financials->Chart of Accounts.
• Select your organization, "IBM", from the list.
• Create a GL Component.
• In 'Select Action' drop down box, select 'GL Component Maintenance'
• Click on New row.
• Enter a GL Component value(length must be less than 5) (ex:- GLA1).
• Enter GL component description (ex:- GLComponent1).
• Select "ok"

• Create GL Account.
• Click on New row on GL Accounts
• Select your GL Account component GLA1.
• Choose segment as 'SSSCOMPONENT'.
• Select "ok".
• Save

6. Set Clearing Account on Organization

• Go back to Organization App.
• Select your Org, "IBM".
• Go to Clearing Account field and select value (select the GL Account you just created.).
• Choose segment as 'SSSCOMPONENT'.
• Check 'Active?'.
• Activate Site
• Goto Sites tab
• Open twisty on the site entry to see details.
• Check "Active?"
• save.

7. Set up default insert site

• Goto->Security->Users.
• Search for maxadmin and open the record.
• Set 'Default Insert Site' to 'B901' (if you used a different site name in the steps above, use that instead).
• Set 'Storeroom Site for Self-Service Recquisitions' to 'B901' also.
• save.
• Restart mxserver from WAS admin console .

8. Commit Changes to the Database

• In Websphere - Stop MXServer using WAS Admin Console
• Open a command prompt
• Go to c:\ibm\smp\maximo\tools\maximo
• Run the command: configdb.bat. The following output would be seen
• Run the command : dropbackup.bat. The following output would be see
• In Websphere - Start MXServer using the WAS Admin Console
• Maximo post install configuration is complete.