MAS 9 Migration: A Practical Checklist
A step-by-step checklist for migrating from Maximo 7.6 to IBM Maximo Application Suite 9, covering data, configurations, integrations, and testing.
Migrating from Maximo 7.6 to IBM Maximo Application Suite 9 (MAS 9) is one of the most significant infrastructure projects your organization will undertake. This checklist is based on real-world deployments and captures what actually matters — not the vendor marketing version.
Phase 1: Pre-Migration Assessment (Weeks 1-4)
- Inventory all Maximo 7.6 customizations and extensions
- Document all integrations (SAP, Oracle, SCADA, LDAP, etc.)
- Assess data quality — dirty data migrates dirty
- Evaluate OpenShift readiness (skills, infrastructure, licensing)
- Review IBM's MAS 9 compatibility matrix for all add-ons
- Identify stakeholders and form migration steering committee
Phase 2: Infrastructure Setup (Weeks 5-8)
- Provision OpenShift cluster (on-prem or cloud)
- Install and configure OpenShift Data Foundation for persistent storage
- Set up IBM Entitled Registry access and image mirroring
- Configure network policies and ingress controllers
- Install MAS 9 core operator and validate cluster health
Phase 3: Application Configuration (Weeks 9-16)
- Deploy MAS Manage (the Maximo application in MAS 9)
- Configure authentication (SAML, LDAP, or OIDC)
- Set up database connections (Db2 or Oracle)
- Re-implement customizations using MAS 9 patterns (avoid direct DB changes)
- Configure mobile applications (MAS Mobile or custom apps)
Phase 4: Data Migration (Weeks 17-24)
- Extract and cleanse data from Maximo 7.6
- Map data structures (some tables changed in MAS 9)
- Perform test migration to non-production environment
- Validate data integrity after migration
- Plan cutover strategy (big bang vs. phased)
Phase 5: Testing & Go-Live (Weeks 25-30)
- Execute UAT with business users
- Performance testing under expected load
- Integration testing with all connected systems
- Disaster recovery drill
- Training for end users and administrators
- Go-live and hypercare support
Common Pitfalls to Avoid
- **Underestimating OpenShift complexity:** MAS 9 runs on containers. Your team needs Kubernetes skills.
- **Migrating bad data:** A migration is the perfect time to clean house. Do not miss it.
- **Ignoring change management:** Users will resist. Plan for it.
- **No rollback plan:** Things go wrong. Know how to go back.
- **Skipping integration testing:** Your SCADA integration will break. Test everything.
This checklist is a living document. We update it as we learn from new deployments.