Southern California Gas - MAXIMO Upgrade to 7.1

Maximo is NOT an Enterprise solution – it is one of the CMMS Computerized Maintenance Management Systems utilized in the Transmission and Underground Storage departments of the Gas Opera

SoCalGas

MAXIMO Upgrade 5.2 to 7.1

Southern California Gas Co

Southern California Gas Company (SoCalGas) has been delivering natural gas to its customers for more than 140 years It is the nation’s largest natural gas distribution utility, providing safe and reliable energy to 20.9 million consumers through 5.8 million meters in more than 500 communities The company’s service territory encompasses 20,000 square miles in diverse terrain throughout Central and Southern California, from Visalia to the Mexican border

San Diego Gas & Electric Co and Southern

California Gas Co are regulated subsidiaries

of Sempra Energy (NYSE: SRE) Sempra Energy,

based in San Diego, is a Fortune 500 energy

services holding company

Maximo in SoCalGas

Maximo was initially implemented in 1998

Maximo is NOT an Enterprise solution – it is one of the CMMS (Computerized Maintenance Management Systems) utilized in the Transmission and Underground Storage departments of the Gas Operations for the Asset Management and Maintenance:

MAXIMO assures the compliance with internal and external regulatory requirements

Maximo serves 300 users, including 30 high level access users, 5 business analysts (“super-users”), and 2 administrators

Large transmission lines, some as large as 36 inches in diameter and ranging in pressure

generally from 200 to 1,000 psig (pounds per square inch above atmospheric pressure),

transport natural gas into the population centers where they connect to distribution lines

To help keep prices low, protect customers from price spikes, and meet higher customer

demand for natural gas in the winter, we buy gas throughout the year and store it at our

storage facilities At the storage facilities we store natural gas thousands of feet below the

earth’s surface in depleted underground oil fields Above the stored natural gas are

impermeable layers of rock and geological formations

• Distinctive Gas Odor: SoCalGas adds a distinctive odor to natural gas, so leaks can be more readily

detected The odor level is monitored at least monthly at representative locations for verification of odorization adequacy

• Leak Surveys: SoCalGas conducts leak surveys of its pipelines, typically using combustible gas

detectors, at specified frequencies Leaks identified posing the highest potential of risk are prioritized, continuously monitored and repaired promptly

• Pipeline Patrols: Pipeline patrols are performed on an annual or twice a year basis, depending on the

size of the facility, to look for indications of pipeline leaks, missing pipeline markers, construction activity and other factors that may threaten the pipeline

• Exterior Corrosion Control: External corrosion of pipelines is controlled by coating the pipe and by

cathodic protection Pipeline coatings prevent corrosive environments from coming into contact with the surface of the pipeline Cathodic protection systems protect the steel should any voids in the coating exist Cathodic protection is a technology that uses direct electrical current to counteract the normal external corrosion of a metal pipeline Cathodically-protected pipes are monitored on an annual basis to verify that the cathodic protection system is functioning properly

• Internal Corrosion Control: SoCalGas manages the quality of the gas in its system and the systems'

operation to prevent internal corrosion by monitoring on an annual basis

• Valve Inspection: Valves critical to the isolation of a pipeline segment are inspected once each

calendar year and serviced for valve casing leak detection, proper valve identification, adequate lubrication and valve operation

• Underground Vaults: Once a year, SoCalGas performs routine maintenance and inspection on all

underground vaults within the service area, which typically contain regulating or limiting equipment Maintenance and inspection include proper operation of ventilation equipment, structural conditions, and correction of water presence, trash or other foreign substances

pressure-• Pipeline Crossings: SoCalGas occasionally must design its gas piping system to cross over obstacles

rather than go underneath them–typically freeways, highways, rivers, and drainage channels Regardless of the crossing type, routine inspection and maintenance of all crossings are performed at least once every three years

• Pressure-Relief Devices: Pressure-relief devices at pressure-limiting stations and pressure-regulating

stations must have sufficient capacity to protect the facilities to which they are connected Each pressure-limiting station, relief device (except rupture discs), signaling device, and pressure-regulating station and its equipment must be inspected once per year

• High-Consequence Areas: As part of the Transmission Integrity Management Program instituted in

December 2004, SoCalGas is on schedule to assess high consequence area pipelines, and full assessment will be completed by December 2012 A high consequence area is generally an area within

a specified distance of a pipeline that has 20 or more buildings intended for human occupancy or an identified site, such as beaches, playgrounds and recreational facilities Part of this assessment includes providing provisions to remediate conditions found, as well as record keeping and reporting

• Dmitry Aniskovich was born in Gomel, Belarus in 1972 and has been a Computer Science enthusiast since his early teens Dmitry currently holds the position of Technical Advisor with Southern California Gas Co as a Maximo Technical Lead and System Administrator Dmitry is a seasoned Maximo veteran with over 12 years of experience He has played a major role during 3 upgrades including versions 3.2, 4.1, 5.2 and 7.1.10, and has provided custom functionality, reporting, and business solutions

• Lev Berkovich was born in Komsomolsk-upon-Amur, Russia in 1958 Lev has extensive experience in metallurgy, materials science, mechanical and electrical engineering and manufacturing For over thirty years Lev worked in areas of technical management including fifteen years of software application development and project management Lev holds an

MS Degree in Metallurgy from Lipetsk Polytechnic University, Russia, an MS Degree in Material Science from California State University, Northridge, and a Juris Doctor Degree from Glendale University College of Law Since 1999, Lev has worked for the Southern California Gas Company He currently leads the Maximo / Gas Operations Applications Support and Development Team

Presenters’ bio

Upgrade Goals

• Secure continuous support by IBM

• Resolve MAXIMO 5 compatibility/support issues

 Acrobat

 Java

 Oracle 9i

 WebLogic

• Decrease / Eliminate back-end customizations

 Triggers (used for validation, custom security)

 Custom WO generation package

• Take advantage of new functionality to satisfy new business requirements

 LDAP Authentication

 Multiple Assets / Work Order

 Routes

 Condition Monitoring using Meters structure

 Linear assets / Cognos reports / Log / Automation

Upgrade Process

Vendor selection – 3rd party help with RFP creation

Stakeholder evaluation / scoring of RFP responses

Selected Genesis Solutions as the upgrade vendor based on the overall score

Loosely followed vendor upgrade plan:

We had 2 phases of upgrade:

• Phase 1 – planning, design, data conversion approach, some reports, testing environments, screen design, some custom functionality, training documentation, security setup

• Phase 2 – more design, refining data conversion, rest of reports, more custom functionality, final screen design, troubleshooting, implementation/rollback plan, implementation and go live in parallel with MAXIMO 5

Planning Phase

• Review and Document Project Goals and Direction

• MAXIMO Use Analysis/Upgrade Assessment

• Review Maximo 7 New Functionality

• Business Process Review

• Identify Gaps in Business Processes

• Review Other Divisions/Data Sources

• Infrastructure Review

• Review Data Quality

• Review Linear Assets and Impact on Hierarchy

Genesis Solutions

Upgrade Methodology

Design Phase

• Core Team Training

• Identify User and Functional Requirements

• Create Design Specifications Documentation (Configuration)

• Create Design Specifications Documentation (Reports)

• Conduct Data Mapping from Maximo 5 to 7

• Identify End User Training Requirements

Genesis Solutions

Upgrade Methodology

Development Phase

• Install MAXIMO 7 in Development Environment(s)

• Run IBM Upgrade Utilities

• Develop Data Migration Scripts

• Configure Maximo 7

• Configure Maximo Database

• Configure Security Module

• Configure Multi-Site Multi-Org Settings

• Create Domain Values

• Conditional Expression Manager

• Screen Modifications

• Start Centers

• Saved Queries

Test Phase

• Install MAXIMO 7 in Test and Train Environments

• Execute data migration scripts in additional environments

• User Acceptance Testing (UAT)

• MAXIMO Performance Testing

• System Validation Testing

• Validation Test Incident Resolution

• Conduct End User Training

Genesis Solutions

Upgrade Methodology

Implementation Phase

• Install MAXIMO 7 in Production

• Execute data migration scripts in Production environment

• Migrate Configurations to Production Environment

Go Live/ Post Implementation Phase

• Support roll out of the configured Maximo system

• Perform tasks associated with turning over system

• Performance monitoring

• Check Maximo application server logs for errors

• Check Maximo reports to ensure they are running properly

• Perform minor functional and data analysis to resolve issues

Genesis Solutions

Upgrade Methodology

• Screens re-design goals

• Decrease Learning Curve

• Improve Data Entry Efficiency

• Avoid User Confusion

Screen re-design examples:

• Defines scope of future work that cannot be altered

SoCalGas MAXIMO customizations

• Pre-populated Measurements

• Measurement data entry

• Standard Failure Remark

• Asset classification

• Hardware – MAXIMO 7 is resource hungry Custom built server

took time to acquire and configure Upgrade process required

several installation environments and multiple virtual servers

• Reports – requirements/reason for each report has to be

re-evaluated Some reports were created but not used due to

“Download” ability or change of process

• User training – train too early and you will have to train again

Training materials provided by vendor were modified in house as

specialized guides Train the trainers approach was used

• User acceptance – give it plenty of time and effort Be ready to

hold hands and have all the answers

• Business rules – mistakes can cause returning to the design board

late in the game

Issues / Solutions / Lessons Learned

• BIRT – has some surprising limitations

has its benefits / but also cons

created data

week, allowed access to Maximo 5 for several months (in read only mode)

before implementation – was resolved with minimal impact

Knowledge transfer will not be complete without full involvement of internal SMEs in every aspect

or Scope of the project Scheduling conflicts complicated Go Live

Issues / Solutions / Lessons Learned II

• Continuous application/software support

• Security restrictions / Designer / Database / Conditions

• Qualifications

SoCalGas MAXIMO Upgrade Benefits

• Mobile solution for the Field Measurement Data Collection

• GIS - ongoing

• OSI PI Historian/ SCADA

• PDMS (Pipeline Document Management)

Future Plans

GIS Integration

Back