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DMS Component for MAXIMO
Prozone is a software development company which offers development and implementation of information technologies.
Established in 2002. Offices: Novi Sad, Serbia (headquarter) and Kuwait, Middle East Office. Employee Count: 60
Specializes in: financial industry, eGovernment, Oil&Gas and Utilities software services and solutions.
Certifications: ISO 9001:2015, ISO 27001:2013, ISO 20000-1:2011.
Partners: IBM Advanced Business Partner. EMC Business Partner. Microsoft Partner
Certified technology professionals: IBM Maximo, EMC Documentum, eDocumentus.
Who We Are?
Consultants, systems implementers, developers, integrators &
project managers
Prozone IT solutions
technology services maintenance
How We Work?
Software products & solutions
 Business Process Management and Workflow
 Document Management
• financial institutions (insurance & banking),
government organizations, utility companies
 Enterprise Asset Management
• Oil & Gas, manufacturing, utilities
Custom software development
 Web application development
 Mobile application development
Consulting services
 Enterprise Content Management, Document Management,
Business Process Management, Enterprise Asset Management
Prozone IT solutions
Using various software solutions and new technologies Prozone operates in:
Europe (United Kingdom, Netherlands, Greece, Austria, Slovenia, Serbia,
Bosnia & Herzegovina, Montenegro).
Middle East (Kuwait, Qatar, United Arab Emirates, Lebanon)
Markets:
References:
Enterprise Asset Management
IBM Maximo & PROZONE
• IBM Advanced Business Partner
• IBM Authorised Reseller IoT (Enterprise Asset Management)
• IBM Certified for IBM Maximo
• ASL (Application Specific Licensing) Agreement with IBM
 IBM approves PROZONE’s solution that bundles and integrates IBM Maximo with our value-added
components
 Partner is responsible for 2nd level support of included software and components
• Verified Solution by IBM, listed in the IBM Global Solutions Directory
Prozone IT solutions
Challenges
• Restrictions of current solution in Maximo
• Documents are stored on local file system
without enforcing any security
• Documents get served as static resources via
not verified/authorized URLs
• There is no proper relationship management
between records and corresponding
documents (for example relating record
statuses to document operations)
• There is no support for standard document
management operations like versioning,
archiving, electronic signature, copying,
editing etc.
• There is no support for batch operations
(multiple files upload/download, moving, etc.)
• Folder structures are static disallowing the
users/developers to use fine grained ‘record
related’ folder structures
• Search by document names, types and their
metadata is not supported
• There is no support for permissions per
document/folder
• Requires large amount of different document
types: drawings, photos, plans, project
documentation, manuals, etc.
• Documents are associated to different Maximo
objects
• Large number of important documents need
controlled environment and management
MAXIMO ASSET
MANAGEMENT
Prozone IT solutions
• Full integration between Document management and EAM systems – DMS for Maximo
• Secure storage for all documents in DMS with all DMS benefits
 DMS operations (check-in, check-out, versioning, archiving, etc.)
 document permissions applied
 centralized document storage
• Searching documents using names, organization hierarchy, metadata, actual context (full text
search).
• Maintain folder organization per Maximo object
 assets, locations, work orders, service management, materials management, contracts
management, procurement management, EAM processes.
• Direct access from Maximo applications to documents stored in DMS.
 View all asset data and all documents related to asset in one page
 View all work order data and all documents related to location, assets
and work order etc.
PROZONE DMS for Maximo
Prozone IT solutions
• Our solution for management documentation is compatible with the IBM
Cloud and Smarter Infrastructure and our application meets the IBM
integration criteria for Maximo software.
• It is added to the Integrated Service Management Library (ISM Library).
eDocumentus – Ready for IBM Cloud
and Smarter Infrastructure
Prozone IT solutions
eDocumentus Content server : EDRMS,
Workflow
Maximo DMS
addOn
Maximo
configuration Document actions
Content Repository
eDocumentus, Documentum, Alfresco…
Document Capture
eArchive, Captiva...
eDocumentus UI
Web Component for
DMS
Maximo Server
Maximo Web Client
Document
Attachments In
Maximo
DMS Services
Maximo objects
Configuration
Prozone IT solutions
Architecture
eDocumentus UI Component
Prozone IT solutions
• Web based eDocumentus UI Component for Document Management
• Can be easy integrated in any web application as iFrame
• Integrated into Maximo as a separate application tab per Maximo object
• Enables visual presentation for document organization and hierarchy
• Folders
• Document tree view
• Document list view
• Document details (metadata) view
• Flexible integration with Content repository
• Offered server side integration with content repository
• Default implementation – eDocumentus content repository
• Documentum, Alfresco can be supported
• Technical Overview
• Implementation based on Java and JavaScript technologies
• Flexible API for Content Repository integration
eDocumentus UI Component
Prozone IT solutions
• Document upload/download (single/bulk operations)
• Rename/Delete/Move documents
• Cut/Copy/Paste support (works in both directions – local computer and server)
• Check-in / Check-out functionality
• Versioning (automatic, manual)
• Archiving
eDocumentus UI Component
Document actions
Prozone IT solutions
eDocumentus UI Component
Document actions
Document / folder references for parent objects
• Work order object/documents contains reference to
Locations/assets documents
Tracking changes (event audit and history view)
Prozone IT solutions
Document management actions are available through eDocumentus
DMS interface or through document management tab in Maximo.
• eDocumentus UI component for
Maximo enables storing standard
Maximo attachments into DMS
repository as a documents.
• Attached documents are normal
documents stored in content
repository.
• All permissions defined for existing
Maximo object is applied in content
repository.
• DMS component for Maximo defines
specific Attachment type for storing
attachments into the content
repository
Maximo Attachments
Prozone IT solutions
Searching for Maximo documents
Search through eDocumentus interface
• Quick search
• Advanced search
 By types
 By custom attribute values
• Predefined search
• Full text search
Search through Maximo application interface
• eDocumentus UI component search
• Search documents by Maximo objects
(Maximo object search and then preview
document list that belongs to the specific object
in new DMS tab through Maximo application
Prozone IT solutions
eDocumentus Security
Permissions
• eDocumentus is responsible for security which includes folder
permissions and document permissions
• All standard eDocumentus security and administration
functionalities
• Each action on document needs to come from authenticated
user and needs to be authorized.
• Permissions can:
 be set on folders, documents, document types, templates, etc.
 use permission hierarchy
 be defined for users & groups, organizational units, roles in
organizational unit, etc.
Prozone IT solutions
Benefits of using DMS for Maximo
• PROZONE DMS for Maximo solution enables to all the content needed for asset
maintenance, inspections and other asset processes is stored in a central
document repository.
• Our solution connects to asset management, permitting, maintenance planning so
asset and maintenance data and documents are finally connected.
• It lets you transform processes with automation, speeding up
projects while allowing for simultaneous reviews and improved collaboration
related to asset maintenance.
• eDocumentus for Maximo captures and secures documents,
connects your maintenance data stored in Maximo and speed
up processes.
Prozone IT solutions
Other specifications
• Controlled access to a centralized repository of as-built asset information
• Automated processes for the exchange, modification and approvals of as-built drawings and
documents.
• Support for vendor document management and concurrent engineering.
• Auditability of documentation for regulatory and compliance requirements.
• Real-time remote access to accurate documentation on-site
maintenance personnel.
• Full integration with IBM Maximo and asset and maintenance data
Prozone IT solutions
DMS for Maximo
• Enables access to all documents related to Maximo objects through Maximo
application
• Documents can be associated to any Maximo object type
• Supports dynamic folder organization using values from MBOs, relationships or
variables
• Configurable folder and document organization per Maximo object (location, asset,
work order, contract)
• Automatic document structure creation
(folders and document templates) in eDocumentus when Maximo
object is created
• Provides actions for folder and library administration
• Enables document flows processes
(document approval, transmittal, notifications, collaboration)
Prozone IT solutions
Key Points

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DMS component for MAXIMO

  • 2. Prozone is a software development company which offers development and implementation of information technologies. Established in 2002. Offices: Novi Sad, Serbia (headquarter) and Kuwait, Middle East Office. Employee Count: 60 Specializes in: financial industry, eGovernment, Oil&Gas and Utilities software services and solutions. Certifications: ISO 9001:2015, ISO 27001:2013, ISO 20000-1:2011. Partners: IBM Advanced Business Partner. EMC Business Partner. Microsoft Partner Certified technology professionals: IBM Maximo, EMC Documentum, eDocumentus. Who We Are? Consultants, systems implementers, developers, integrators & project managers Prozone IT solutions
  • 3. technology services maintenance How We Work? Software products & solutions  Business Process Management and Workflow  Document Management • financial institutions (insurance & banking), government organizations, utility companies  Enterprise Asset Management • Oil & Gas, manufacturing, utilities Custom software development  Web application development  Mobile application development Consulting services  Enterprise Content Management, Document Management, Business Process Management, Enterprise Asset Management Prozone IT solutions
  • 4. Using various software solutions and new technologies Prozone operates in: Europe (United Kingdom, Netherlands, Greece, Austria, Slovenia, Serbia, Bosnia & Herzegovina, Montenegro). Middle East (Kuwait, Qatar, United Arab Emirates, Lebanon) Markets: References:
  • 5. Enterprise Asset Management IBM Maximo & PROZONE • IBM Advanced Business Partner • IBM Authorised Reseller IoT (Enterprise Asset Management) • IBM Certified for IBM Maximo • ASL (Application Specific Licensing) Agreement with IBM  IBM approves PROZONE’s solution that bundles and integrates IBM Maximo with our value-added components  Partner is responsible for 2nd level support of included software and components • Verified Solution by IBM, listed in the IBM Global Solutions Directory Prozone IT solutions
  • 6. Challenges • Restrictions of current solution in Maximo • Documents are stored on local file system without enforcing any security • Documents get served as static resources via not verified/authorized URLs • There is no proper relationship management between records and corresponding documents (for example relating record statuses to document operations) • There is no support for standard document management operations like versioning, archiving, electronic signature, copying, editing etc. • There is no support for batch operations (multiple files upload/download, moving, etc.) • Folder structures are static disallowing the users/developers to use fine grained ‘record related’ folder structures • Search by document names, types and their metadata is not supported • There is no support for permissions per document/folder • Requires large amount of different document types: drawings, photos, plans, project documentation, manuals, etc. • Documents are associated to different Maximo objects • Large number of important documents need controlled environment and management MAXIMO ASSET MANAGEMENT Prozone IT solutions
  • 7. • Full integration between Document management and EAM systems – DMS for Maximo • Secure storage for all documents in DMS with all DMS benefits  DMS operations (check-in, check-out, versioning, archiving, etc.)  document permissions applied  centralized document storage • Searching documents using names, organization hierarchy, metadata, actual context (full text search). • Maintain folder organization per Maximo object  assets, locations, work orders, service management, materials management, contracts management, procurement management, EAM processes. • Direct access from Maximo applications to documents stored in DMS.  View all asset data and all documents related to asset in one page  View all work order data and all documents related to location, assets and work order etc. PROZONE DMS for Maximo Prozone IT solutions
  • 8. • Our solution for management documentation is compatible with the IBM Cloud and Smarter Infrastructure and our application meets the IBM integration criteria for Maximo software. • It is added to the Integrated Service Management Library (ISM Library). eDocumentus – Ready for IBM Cloud and Smarter Infrastructure Prozone IT solutions
  • 9. eDocumentus Content server : EDRMS, Workflow Maximo DMS addOn Maximo configuration Document actions Content Repository eDocumentus, Documentum, Alfresco… Document Capture eArchive, Captiva... eDocumentus UI Web Component for DMS Maximo Server Maximo Web Client Document Attachments In Maximo DMS Services Maximo objects Configuration Prozone IT solutions Architecture
  • 10. eDocumentus UI Component Prozone IT solutions • Web based eDocumentus UI Component for Document Management • Can be easy integrated in any web application as iFrame • Integrated into Maximo as a separate application tab per Maximo object • Enables visual presentation for document organization and hierarchy • Folders • Document tree view • Document list view • Document details (metadata) view • Flexible integration with Content repository • Offered server side integration with content repository • Default implementation – eDocumentus content repository • Documentum, Alfresco can be supported • Technical Overview • Implementation based on Java and JavaScript technologies • Flexible API for Content Repository integration
  • 12. • Document upload/download (single/bulk operations) • Rename/Delete/Move documents • Cut/Copy/Paste support (works in both directions – local computer and server) • Check-in / Check-out functionality • Versioning (automatic, manual) • Archiving eDocumentus UI Component Document actions Prozone IT solutions
  • 13. eDocumentus UI Component Document actions Document / folder references for parent objects • Work order object/documents contains reference to Locations/assets documents Tracking changes (event audit and history view) Prozone IT solutions Document management actions are available through eDocumentus DMS interface or through document management tab in Maximo.
  • 14. • eDocumentus UI component for Maximo enables storing standard Maximo attachments into DMS repository as a documents. • Attached documents are normal documents stored in content repository. • All permissions defined for existing Maximo object is applied in content repository. • DMS component for Maximo defines specific Attachment type for storing attachments into the content repository Maximo Attachments Prozone IT solutions
  • 15. Searching for Maximo documents Search through eDocumentus interface • Quick search • Advanced search  By types  By custom attribute values • Predefined search • Full text search Search through Maximo application interface • eDocumentus UI component search • Search documents by Maximo objects (Maximo object search and then preview document list that belongs to the specific object in new DMS tab through Maximo application Prozone IT solutions
  • 16. eDocumentus Security Permissions • eDocumentus is responsible for security which includes folder permissions and document permissions • All standard eDocumentus security and administration functionalities • Each action on document needs to come from authenticated user and needs to be authorized. • Permissions can:  be set on folders, documents, document types, templates, etc.  use permission hierarchy  be defined for users & groups, organizational units, roles in organizational unit, etc. Prozone IT solutions
  • 17. Benefits of using DMS for Maximo • PROZONE DMS for Maximo solution enables to all the content needed for asset maintenance, inspections and other asset processes is stored in a central document repository. • Our solution connects to asset management, permitting, maintenance planning so asset and maintenance data and documents are finally connected. • It lets you transform processes with automation, speeding up projects while allowing for simultaneous reviews and improved collaboration related to asset maintenance. • eDocumentus for Maximo captures and secures documents, connects your maintenance data stored in Maximo and speed up processes. Prozone IT solutions
  • 18. Other specifications • Controlled access to a centralized repository of as-built asset information • Automated processes for the exchange, modification and approvals of as-built drawings and documents. • Support for vendor document management and concurrent engineering. • Auditability of documentation for regulatory and compliance requirements. • Real-time remote access to accurate documentation on-site maintenance personnel. • Full integration with IBM Maximo and asset and maintenance data Prozone IT solutions
  • 19. DMS for Maximo • Enables access to all documents related to Maximo objects through Maximo application • Documents can be associated to any Maximo object type • Supports dynamic folder organization using values from MBOs, relationships or variables • Configurable folder and document organization per Maximo object (location, asset, work order, contract) • Automatic document structure creation (folders and document templates) in eDocumentus when Maximo object is created • Provides actions for folder and library administration • Enables document flows processes (document approval, transmittal, notifications, collaboration) Prozone IT solutions Key Points

Notes de l'éditeur

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