MAS 9 Installation Series, Part 2: Gathering Your Prerequisites and Planning for OpenShift 🤖

Before You Deploy: The Art of Not Flying Blind

Welcome back to our MAS 9 installation series! In our first article, we took a high-altitude tour of the shift from WebSphere to OpenShift, discussing how MAS 9 embraces a cloud-native, containerized architecture. Now it’s time to roll up our sleeves and start the actual journey toward installation. But before we can install anything, we need to gather our supplies.

Read 👉🏽 Part 1: Shifting from WebSphere to OpenShift: Welcome to Your New Cloud-Native Adventure

Think of this phase like preparing for a cross-country road trip. You wouldn’t just hop in the car and start driving without checking if you have gas, a map (or GPS, for the modern folks), and maybe a few snacks. Similarly, installing MAS 9 on OpenShift requires some key ingredients that you’ll need to collect and verify before the fun begins. Forget one of these, and you’ll find yourself stranded somewhere between “almost installed” and “why isn’t this working?”

In this article, we’ll walk through the essential prerequisites for a Single Node OpenShift (SNO) installation, which is perfect for development, testing, or proof-of-concept environments. We’ll cover what you need, where to get it, and what to expect as you plan your deployment.

The Essential Ingredients: What You’ll Need Before Installation

Before you can install MAS 9 on OpenShift, you’ll need to gather several critical components. Let’s break these down into manageable pieces.

1. IBM Entitlement Key: Your Golden Ticket

The IBM Entitlement Key is essentially your access pass to IBM’s container registry. Without it, you won’t be able to pull the MAS images needed for installation. Think of it like the VIP lanyard at a tech conference: no lanyard, no access to the good sessions (or in this case, the container images).

How to obtain your IBM Entitlement Key:

  1. Navigate to the IBM Container Library at https://myibm.ibm.com/products-services/containerlibrary
  2. Log in with your IBMid (the same credentials you use for IBM support, Passport Advantage, etc.)
  3. Click “Copy key” to copy your entitlement key
  4. Store this key securely. You’ll need it during the MAS installation process

Pro tip: This key is tied to your IBM account and the products you’re entitled to use. If you’re working in a team environment, coordinate with whoever manages your IBM licensing to ensure you have access to the correct entitlements for MAS 9.

2. IBM License File (license.dat): Proof of Purchase

The license.dat file is your proof that you’ve actually purchased MAS. IBM uses an AppPoints licensing model for MAS 9, which provides flexibility in how you deploy and use the suite’s various applications. Your license file contains information about your available AppPoints and is required during installation.

How to obtain your license file:

  • Go to the IBM License Key Center at https://licensing.flexnetoperations.com
  • Log in with your IBM credentials
  • Navigate to “Get Keys” and locate your Maximo Application Suite entitlements
  • You should see entries for “IBM Maximo Application Suite AppPoint” licenses
  • Download the license.dat file and store it securely

Important note: AppPoints are shared across your MAS environments. Even with concurrent users logged into multiple instances, they draw from the same pool. Plan your point allocation carefully, especially if you’re running Dev, Stage, and Production environments simultaneously.

3. Red Hat OpenShift Pull Secret: The Other Golden Ticket

Since MAS 9 runs on Red Hat OpenShift, you’ll need a pull secret from Red Hat to access the OpenShift container images. This is separate from your IBM entitlement key because OpenShift has its own container registry.

How to obtain your Red Hat pull secret:

  1. Navigate to the Red Hat Hybrid Cloud Console at https://console.redhat.com
  2. Log in with your Red Hat account credentials
  3. Go to OpenShift > Downloads and locate the pull secret section
  4. Download or copy the pull secret JSON and store it securely

You’ll use this pull secret when configuring your OpenShift cluster to authenticate with Red Hat’s container registry.

4. OpenShift Cluster Name and Base Domain: Your Address in the Cloud

Before installation, you need to decide on your cluster name and base domain. These form the foundation of how your MAS instance will be accessed. For a Single Node OpenShift (SNO) installation, you’ll typically use a format like:

Cluster Name: sno (or something descriptive like “masdev”)

Base Domain: mas.yourdomain.edu (or your organization’s domain)

The full cluster address will combine these as: [cluster-name].[base-domain] (e.g., sno.mas.yourdomain.edu).

DNS Configuration: Making Sure Everyone Can Find You

One of the most critical (and often overlooked) aspects of OpenShift installation is DNS configuration. MAS OpenShift requires specific DNS entries to function properly. Forget these, and you’ll spend hours wondering why nothing can connect to anything else.

Required DNS Entries for OpenShift (SNO):

For a Single Node Operator installation, you’ll need these three DNS entries pointing to your node’s IP address:

DNS EntryPoints ToPurpose
api.[cluster].[domain]Node IP (e.g., 10.70.14.17)API server access
api-int.[cluster].[domain]Node IP (e.g., 10.70.14.17)Internal API access
*.apps.[cluster].[domain]Node IP (e.g., 10.70.14.17)Wildcard for application routes

Additional DNS Entries for MAS Manage:

Once MAS is installed, you’ll also need DNS entries for the various MAS services. These typically include:

DNS EntryPurpose
admin.mas.[domain]MAS Suite Administration
api.mas.[domain]MAS API endpoint
auth.mas.[domain]Authentication services
home.mas.[domain]MAS Home page
*.home.mas.[domain]Home subdomains
manage.mas.[domain]Maximo Manage application
*.manage.mas.[domain]Manage subdomains

Heads up: Coordinate with your network team early. DNS changes can take time to propagate, and nothing kills momentum quite like waiting 24-48 hours for a DNS record to become available. The IT team will need time to create these entries, so submit your requests well in advance.

SSL Certificates: Trust, But Verify

MAS 9 requires SSL certificates for secure communications. You have two options: self-signed certificates for development/testing environments, or trusted CA certificates for production use.

Your certificates should cover the following domains:

  • auth.mas.[yourdomain]
  • admin.mas.[yourdomain]
  • home.mas.[yourdomain]
  • [workspace].manage.mas.[yourdomain]
  • [workspace].home.mas.[yourdomain]
  • api.mas.[yourdomain]

For production environments: Work with your security team to obtain certificates from your organization’s trusted Certificate Authority. A wildcard certificate for *.mas.[yourdomain] can simplify certificate management significantly.

For development/testing: Self-signed certificates work fine, but expect browser warnings. Your users will need to accept security exceptions, which is fine for a dev environment but definitely not for production.

Hardware Requirements: What’s Under the Hood

For a Single Node OpenShift (SNO) installation suitable for development or testing, you’ll need hardware that meets or exceeds these specifications:

ComponentMinimumRecommended
Processor16-core CPU16+ core CPU
Memory (RAM)64 GB200+ GB
Primary Disk Space300 GB SSD1 TB SSD/NVMe
Storage Dedicated500 GB SSD1 TB SSD/NVMe
Network1 Gbps10 Gbps

Note: These specifications are for a non-production SNO environment. Production deployments typically require a multi-node cluster with significantly more resources. We’ll cover production sizing in a future article.

Storage Considerations:

  • Use separate fast SSD/NVMe storage for database and application layers
  • Dedicate storage for logs, backups, and indexing
  • RAID 10 or NVMe-based storage recommended for high performance

The Bastion Host: Your Command Center

A bastion host is a separate server used to manage your OpenShift cluster(s). Think of it as mission control: you’ll use this machine to issue commands against your cluster without cluttering the cluster itself with management tools.

Bastion Host Requirements:

ComponentSpecification
Processor4-core CPU
Memory (RAM)8 GB
Primary Disk Space1 GB Drive
Network1 Gbps (10 Gbps recommended)

The bastion host will run tools like the OpenShift CLI (oc), the MAS CLI, Docker, and other utilities needed for cluster management. You’ll SSH into this server whenever you need to run installation commands or manage the cluster.

Network Ports: Opening the Right Doors

Your firewall will need to allow traffic on specific ports for the cluster to function properly:

PortPurpose
80HTTP traffic (redirects to HTTPS)
443HTTPS traffic (web console, application access)
6443Kubernetes API server

Work with your network security team to ensure these ports are open between your bastion host, the OpenShift node, and any clients that need to access the cluster.

Database Considerations: Where Your Data Lives

MAS 9 supports SQL Server as an external database (among other options). While the database isn’t required for Day 1 of installation, you’ll need it configured before starting the MAS 9 application installation.

If using SQL Server:

  • Ensure the Maximo user on SQL Server is the db_owner of the Maximo database
  • Test login credentials using SQL Server Management Studio
  • Verify connectivity from your Linux environment to SQL Server on port 1433

Connectivity test from Linux: Use nc -zv [sqlserver-hostname] 1433 to verify you can reach the SQL Server port from your cluster node.

Folder Structure: Getting Organized

Before installation, set up a logical folder structure on your bastion host. Here’s a recommended layout:

FolderPurpose
/opt/ibmRoot folder for IBM products
/opt/ibm/mas9MAS install packages, YAMLs, scripts
/opt/ibm/mas9/oc/OpenShift CLI
/opt/ibm/mas9/mas-cli/MAS command line tools
/var/mas/Optional: local temporary files for logging or backups
/usr/local/bin/Tools such as oc, kubectl, mas binaries

Create a masconfig folder within your installation directory to store your pull-secret and license.dat files. Keep these files secure because they contain sensitive credentials and licensing information.

What to Expect: The Road Ahead

With all prerequisites gathered, here’s a preview of what the installation process looks like:

  1. Create an ISO Image: Using Red Hat’s Assisted Installer, you’ll generate a bootable ISO configured for your environment. This ISO will bootstrap your OpenShift node.
  2. Boot and Configure OpenShift: The server boots from the ISO, connects back to Red Hat’s console, and completes the OpenShift installation. This process typically takes 30-40 minutes.
  3. Install MAS Core: Using the MAS CLI from your bastion host, you’ll install the MAS Core components, which provide the foundation for all MAS applications.
  4. Configure and Deploy Applications: Finally, you’ll install Maximo Manage and any other MAS applications you need, configure database connections, and set up user authentication.

We’ll cover each of these steps in detail in upcoming articles. For now, focus on gathering your prerequisites and coordinating with your IT and network teams.

Pre-Installation Checklist: Are You Ready?

Before proceeding to installation, verify you have:

  • IBM Entitlement Key copied and stored securely
  • IBM license.dat file downloaded
  • Red Hat OpenShift pull secret obtained
  • Cluster name and base domain decided
  • DNS entries requested from your network team
  • SSL certificate requirements identified (self-signed or CA-trusted)
  • Hardware provisioned meeting minimum requirements
  • Bastion host set up with network access to the cluster
  • Required ports opened in firewall
  • Database server ready (if using external database)
Download the MAS 9 Readiness Checklist

Conclusion: Ready, Set… Almost Go

Gathering prerequisites might not be the most exciting phase of an installation, but it’s arguably the most important. Taking the time to collect everything upfront will save you hours of troubleshooting later. Trust us, there’s nothing quite like getting 80% through an installation only to discover you’re missing a critical license file or DNS entry.

In our next article, we’ll dive into the actual installation process: creating the OpenShift ISO, booting the cluster, and getting Red Hat OpenShift up and running. We’ll include the actual commands and configurations you need, so you can follow along step-by-step.

Until then, gather your ingredients, coordinate with your IT team, and maybe grab that stress ball we mentioned in the first article. You’re about to need it. Just kidding, it’ll mostly be fine. Probably.

Resources to bookmark:

  • IBM Container Library: https://myibm.ibm.com/products-services/containerlibrary
  • IBM License Key Center: https://licensing.flexnetoperations.com
  • Red Hat Console: https://console.redhat.com
  • IBM MAS Documentation: https://www.ibm.com/docs/en/mas

Stay tuned for Part 3: Installing Red Hat OpenShift!

Related posts

Michael Woline

Technology Project Manager (PMP 2009-18) with 15 plus years’ experience building, migrating, and upgrading enterprise applications including Maximo and Peoplesoft. Industries include banking, insurance, and publishing. Career began as a developer writing code and SQL because solving puzzles and figuring out how things works is fun. For fun I used to kite board on the beach, and have resumed cycling with a goal of riding some of the routes of the Giro d'Italia and Tour De France.

Nick Bonfiglio

Hi, I'm Nick! I am relatively new to Maximo, but I've been working in the software and IT space for a good stretch of my career. Most of that time I’ve spent as a QA Engineer at a SaaS company, so I'm no stranger to the technical side of things. Outside of work, I spend most of my time with family. I enjoy cooking and trying out new recipes whenever I get the chance, most of all I love cooking on a good grill! Living in Florida, I take full advantage of the beach as much as I can. I like to keep things pretty simple just good food, family, and some sun!

Akilah

Hi, I’m Akilah! I work with Maximo and come from a background in Computer Engineering, where I picked experience with SQL, Python, and general IT troubleshooting (aka figuring out why things break and how to fix them). I also served as a communications lead during my senior capstone, which helped me get comfortable collaborating with teams and keeping things moving.

Chad

Chad started his CMMS and EAM solutions consulting career in the late 20th century. The past twenty-three years have primarily been focused on supporting Maximo in Life Sciences, Oil & Gas, Government facilities, and Manufacturing verticals. Chad especially enjoys discussions regarding logistics, inventory management, and process improvement. In his free time, he enjoys hunting, fishing, playing guitar, maintaining his small farm, and spending time with his family.

Mike

Mike is a jack-of-all-trades IT professional with 20+ years in manufacturing, starting as a Help Desk temp and working his way through admin, engineering, management, and architect roles. He loves solving problems and building tools to make work easier—Maximo gives him plenty of chances to do both. In his free time, Mike enjoys woodworking, the outdoors, playing synths and hand drums, reading, and learning. Given his druthers (whatever those are), he'd build a timber-framed cabin on 40+ acres of mixed hardwood forest for his future grandkids to work for free play in.

Shane

Maximo Analyst

With a background in Computer Science and Cybersecurity and a CompTIA Security+ certification, I bring both a technical foundation and a curiosity-driven mindset to everything I do. Since joining the industry, I’ve gained hands-on experience with IBM Maximo, including scripting, BIRT reporting, Maximo customization, configuration, and supporting long-term client projects. I've also attained my MAS8 certification. I’ve had the opportunity to work closely with clients, troubleshoot complex issues, and contribute to impactful system enhancements—all while continuously learning and growing in the field. I approach challenges with determination, thrive in collaborative environments, and enjoy finding creative solutions. Outside of work, I recharge by spending time with family and friends, playing video games, staying active, and experimenting in the kitchen.

Maximo Application Suite

Accelerated Time to Value
Lower Total Cost of Ownership
Scalable, Integrated Platform
Continuous Innovation & Updates

Visual Inspection

Accelerate Defect Detection
Flexibility to Train and Deploy
Increase Uptime 24/7 Real Time Monitoring
Better Worker Safety

Monitor

Enterprise Level Data Aggregation
Scaled Operations
AI Deductions
Advanced Root Cause Analysis

Predict

Condition Based Maintenance
Lower Costs
Better Asset Availability
Reduced Risk

Manage

Comprehensive View of Assets
Understand Resource Attributes, Configuration and Relationships
Drill Down View

Health

Improve Reliability
Performance Insight
Better Planning
Clean Data
Optimization – Data, Costs, Risks

Mobility

Boost Productivity
Safer Workplace
Reduce Knowledge Gaps
Avoid Downtime

Maximo Assist

AI-Powered Troubleshooting & Guidance
Faster Issue Resolution in the Field
Knowledge Capture & Reuse Across Teams
Smarter Decisions with Contextual Insights

Dexter

Maximo Analyst

Dexter began his career in the warehouse field. Developing his skills in inventory control, accounts payable, shipping, and receiving, and procurement. While working at Apex he was learning the Maximo system in and out. Eventually learning it so well he taught everyone how to use it. Eventually becoming a system administrator for the Apex site.

A fun fact about Dexter is that he was an Elvis impersonator for 24 years. He enjoys singing, fishing, golf, and playing pool. He's an avid movie buff, most likely you'll find him watching the latest movie.

Chip

Client Relations Specialist

Chip is new to Maximo but has worked for various software companies through his career in both a sales and client relations role. In his spare time, Chip likes to golf, travel and work on projects around the house, especially those with an artistic touch. He is also up for any type of competition whether that be playing cards, board games or recreational sports.

Sarah

Maximo Analyst

Sarah is a recent graduate starting her asset management career. She counts fast learning and determination as key skills that she’s applying to become an Maximo pro! Sarah’s background in IT Services and studies in computer science have strengthened her natural problem-solving skills and desire to help others through technology. In her free time, Sarah enjoys baking, sewing, reading comic books, and building her own video game.

Vishal

Maximo Analyst

Hey there! I’m a Maximo Developer with hands-on experience working across IBM Maximo 7.5.x, 7.6.x, MAS 8, and MAS 9. My focus is mainly on database administration, system integrations, automation scripting, UI customizations, and Maximo admin tasks like BIRT reporting and migration management. I’ve also dabbled in integration work and enjoy finding smart, efficient solutions to everyday challenges in Maximo.

When I’m not working, you’ll probably find me gaming on my PS5 over the weekend or exploring the latest tech trends to keep myself up to speed.

Xavier Galarza

Maximo Analyst

I'm a motivated and curious professional with hands-on experience across multiple Maximo projects, including leading several initiatives. My goal is to continue deepening my expertise in Maximo so I can guide others in unlocking its full potential. I am also fully certified in MAS8. With a strong background in development and a natural problem-solving mindset, I enjoy tackling challenges and learning from those around me. I'm passionate about continuous improvement—both technically and personally—and thrive when I'm surrounded by talented, knowledgeable peers. Outside of work, I enjoy playing video games, watching sports, and staying active with pickleball.

Courtney LeBlanc

Business Analyst

Courtney is a polished Maximo consultant with over 10 years working in the industry. She has worn many hats including QA Specialist, Trainer, Functional Lead, Project Lead and Business Analyst. A point of great professional pride for Courtney is helping clients meet their needs and realize the power of their investment. Being a part of the process that helps clients learn how to use their system and get the most out of it is a great feeling at the end of the day.

Bob Richardson

VP of Products (Ninja)

Bob leads A3J Group’s operational services and heads up our Maximo Ninja product line. With over 50 successful Maximo projects under his belt and MAS 8 certifications in both functional and technical tracks, Bob brings deep experience and steady leadership to every engagement. He has played a key role in the development of many of A3J Group’s most advanced solutions.
Outside of work, Bob enjoys traveling with his wife, spending time outdoors, and occasionally pondering life’s mysteries from his garage—possibly while thinking about squirrels.

Kelly Nimmo

VP of Products (MxMobile)

Kelly Nimmo leads A3J Group’s product development and serves as a senior analyst and consultant with over 14 years of IBM Maximo experience. She is a co-architect and lead developer of MxMobile, our flagship mobile solution, and holds MAS 8 certifications in both functional and technical disciplines. Known for blending technical depth with practical insight, Kelly plays a key role in designing and delivering innovative Maximo-based tools. Outside of work, she enjoys fishing the Florida waters and teaching soccer skills—like the “around the world”—to her nieces and nephews.

Kim Walter

COO

Kim began her career in Investment Banking in the Biotech and Tech sectors. After leaving banking, she focused on executive strategic development evolving her business building skills. Co-founding A3J Group was a natural fit with the idea of creating a fierce ninja style unit that outperforms all others. In her free time, she is training for her next eventing competition or studying to become a Master of Wine or practicing her tornado kick. She could be with her family hiking or surfing or cooking. But she’s definitely not sitting around doing nothing.

Alex Walter

CIO

Alex brings 18 years of Maximo/EAM consulting experience in Life Sciences, Oil & Gas, Water/Waste Management, Government facilities, and much more. He has been awarded the honor of IBM Champion from 2018-2021, and is the brainchild behind our revolutionary mobile solution MxMobile.

In his free time he buys camping gear, enjoys a good circular saw and spends time with his family hiking, surfing and being outdoors.

Enhancement

• Configuration
• Integration & data loading
• Report improvement
• Screen view & workflow changes

Sustainability

• Report
• Troubleshoot
• Learn
• Teach
• Lead

Change Management

• Advanced systematic improvements
• Tailored procedure implementation
• Script-, report-, and application-level source and document control through Git repository software
• Training on how to document and deploy changes

Monitoring

• Active monitoring of your IBM Maximo system’s heartbeat
• Triggered notifications and support tickets when Maximo is not responding
• Automated Escalations based on the health of various critical background processes.
• Periodic and quarterly scheduled system health checks

System Support & Trouble Shooting

•On Demand Support
•Advanced Troubleshooting
•Access to A3J Group’s Maximo Support Environment to submit trouble tickets
•Directly report bugs, request fixes and enhancements

System Patching & Environment Refreshes

• Tentative, bi-annual feature pack releases from IBM
• Minor patches (defined by the last number in the version model)
,• Quarterly lower environment refreshes

Admin

MxAsk

Create new self-service requests in a wizard-style format, and view the details of their open service requests.

MxApprove

Accept, reject, and reassign assignments, review assigned records, and view your workflow inbox.

MxMobile

A suite of mobile applications designed to integrate with IBM Maximo Asset Management. These apps modernize workflow, expedite inventory processes, reduce time spent on data entry, and more.

Workflow

MxMeter

View and enter meter readings, view trends in graphical format, and create readings while in offline mode.

MxAsset

Scan barcodes and view maintenance facts. Create meter readings, work orders or service requests. Toggle asset downtime.

MxWork

Create new work orders on the go, view existing work orders and attachments, and capture fingertip electronic signatures.
0