IBM IoT Platform is expanded with SCHAD automation products

IBM United States Software Announcement 216-057
January 19, 2016

Table of contents
OverviewOverviewProgram numberProgram number
Key prerequisitesKey prerequisitesTechnical informationTechnical information
Planned availability datePlanned availability dateOrdering informationOrdering information
DescriptionDescriptionTerms and conditionsTerms and conditions
Statement of general directionStatement of general directionPricesPrices

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At a glance
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IBM® is now reselling software from SCHAD. SCHAD is an IBM partner that provides automation software with the following capabilities:

  • Connects operational control systems to IBM Maximo® for enhanced condition monitoring.
  • Enables more efficient preventive maintenance based on asset condition
  • Empowers mobile employees with access to real time Supervisory Control and Data Acquisition (SCADA), Programmable Logic Controllers (PLCs), and Building Management Systems (BMS) information.
  • Extends the IBM Internet of Things (IoT) Foundation to ingest data from operational control systems.

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As enterprises need new ways to use IoT information from their operational systems to optimize their maintenance processes, IBM SCHAD Automation offers the connectivity between many operational control systems and IBM Maximo. Information, such as usage meters or gauge values, can be recorded in Maximo to enable preventive maintenance that is planned according to the actual usage or condition of the asset. The SCHAD Automation products also offer connectivity to IoT Foundation for use with other enterprise applications.

In addition, the SCHAD Mobile SCADA product enables engineering and maintenance teams to control and have access to real-time equipment information in the field. Technicians who are responsible for maintaining automated environments (sorters, conveyors, cranes, pumping stations, power supplies, or processing plants) can improve performance levels and cut downtime. They can respond quickly to alarms and switch seamlessly between planned and unplanned maintenance activities by using a mobile device, all while working remotely at the asset.

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Key prerequisites
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SCHAD Automation is designed to run on a standard Microsoft™ Windows™ platform.

For details, refer to the Hardware requirements and Software requirements sections.

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Planned availability date
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January 19, 2016

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SCHAD Automatic Meter Reading (AMR) is a software product that connects automated systems directly into Maximo for dramatically improved capture of asset performance. It provides significant cost savings through enhanced maintenance practices and reduced downtime.

Any environment that includes automated equipment, from manufacturing production lines through to the kinds of people who move equipment, air conditioning and lighting found in any modern building, will have thousands of data points that can give you vital clues as to the performance of an enterprise's assets. They include values that are calculated in Programmable Logic Controllers (PLC) programs (run hours and run state) and physical sensors that measure voltage, current, temperature, humidity, and vibration.

Many organizations already recognize the value of capturing key measurements from field assets into Maximo Meters that are associted with the asset record which, when used with the Condition Monitoring capability in Maximo, can be used to drive sophisticated preventative maintenance regimes that are based on actual asset behavior. This generates substantial cost savings over a run to failure approach or simple, time-based maintenance scheduling, both in terms of ensuring "just-in-time" maintenance of working assets. This eliminates or reduces wasted maintenance of assets working well or not in use and also taking a big steps towards the goal of zero downtime. Without this vital database of performance data, assessing the condition of equipment is a much more time-consuming process.

Typically, taking measurements involves assigning a technician, through a work order, to reading values from equipment a recording those values into a meter. Ideally this work is performed through a user-friendly mobile product, and recorded directly into Maximo in real time.

However, when using a mobile app, the taking of readings can be a time-intensive exercise and this necessitates low-frequency readings (for example, once per week or per month) for a reduced number of measurement points. Data, which are based on such low frequencies, are of limited use for seeing trends in behavior that occur before a failure. The better it can be assessed and trends spotted, the better failures can be predicted and prevented.

This is where the SCHAD AMR product can help.

  • AMR connects directly to existing BMS, SCADA, OPC servers, or PLCs and collects data at whatever frequency is most appropriate for the data point.
  • Filters and conditions can be applied to set the frequency of meter readings based on a schedule (to limit reading to production hours only, for example) or value ranges (perhaps more frequent readings are needed once a temperature exceeds a certain threshold). This ensures all the most interesting data can be captured without the risk of having to keep millions of records in Maximo.

AMR works with gauge and characteristic meters. In the case of characteristics, AMR can be configured to convert values that are read from automation systems to the observation values that are configured in Maximo.

AMR is highly scalable and capable of measuring millions of data points across multiple sites into your existing Maximo 6.x or 7.x instance.


Using SCHAD Mobile SCADA allows maintenance engineers to receive filtered alarms from SCADA systems or directly from PLCs within seconds of a fault occurring on an asset and immediately take ownership of the alarm. Engineers can then access information and documents to assist with clearing the alarm in the shortest possible timeframe and restart equipment that has failed.

SCHAD Mobile SCADA enables maintenance teams to work seamlessly with unplanned alarms from SCADA and planned work orders from Maximo, all on any combination of mobile device, smartphone, or tablet. The software takes a workflow approach with a single-look-and-feel user interface to enable the engineer to move seamlessly between different activities without having to login to multiple systems.

SCHAD Mobile SCADA lets engineers switch between live alarm notifications, planned work orders, and preventive maintenance activities without having to exit and reenter a different application. For example, an engineer can interrupt an inspection route, process a live SCADA notification, and then return to the inspection route exactly where they left off, without losing or reentering any information.

By integrating the SCADA and maintenance functionality, engineers can respond to alarms and process work orders in real time. This significantly increases the availability of automated equipment and quality of information entered into the systems for management and performance reporting. This has a direct benefit of improving overall manufacturing performance and increasing uptime.

SCHAD Mobile SCADA includes the following capabilities:

  • Automatically receive live, filtered SCADA alarms that are based on group, skillset, area and zone, priority, severity, or authority within seconds of a failure occurring.
  • Reduced response time to unplanned failures removes the dependence of radio and phone calls to find an available engineer and to allocate work.
  • Real-time access to documents, such as location maps and wiring diagrams on the mobile device, improve response and fix time.
  • Allow mobile access to accurate real time spare part stores information to book parts against work orders that relate to SCADA alarms.
  • Capture and enter information at the time of the activity to reduce administrative time and data entry errors.
  • Reduce the amount of wasted visits to repair assets by integrating planned and unplanned work flows to enable engineers to respond to SCADA alarms while simultaneously creating and processing work orders on the mobile device.
  • Work with real-time, up-to-date and accurate information to optimize decision making by maintenance teams.
  • Capture information for KPI reporting and compliance purposes.
  • Utilize auto ID barcode scanning and Near Field Communication identification to validate part numbers and proof of location to improve data accuracy and health and safety.

Reports can be generated on the combination of maintenance and SCADA activity in relation to historical asset information and work orders. Trends that are based on response time to acknowledge an alarm, time to arrive at the asset, and time to fix can be accurately reported to help identify areas for process improvement through education and training.

Work orders are automatically allocated to engineers on their mobile device at the start of the shift so there is no need to print paper work orders and distribute them manually. Subsequently, work orders are processed at the same time as activity is taking place, which removes the requirement to manually enter data at the end of the shift and significantly improves the accuracy and quality of data. Processing work orders on a mobile device is far quicker and easier than on a PC because only the relevant data entry fields are presented to the user and any additional work flow steps are automatically processed without user intervention.

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Statement of general direction
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Certification for SQL Server 2014 and 2016 versions is pending. Versions supporting Oracle and DB2® will be available during 2016.

IBM's statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM's sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remain at our sole discretion.

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Program number
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Program number VRM Program name
5725-Y99 1.0.0 SCHAD Automation

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Education support
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IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers can be found on IBM authorized training website.

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Offering Information
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Product information is available on the IBM Offering Information website.

More information is also available on the Passport Advantage® and Passport Advantage Express® website.

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Software Services

SCHAD offers software services to implement these products, and integrate with control systems and with Maximo.

To learn more about services from SCHAD, go to the SCHAD Automation website.

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Technical information
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Specified operating environment

Hardware requirements

Server hardware requirements

Windows Server system, physical Intel-based or AMD-based server, hardware or virtual. May be a shared environment depending on scaling requirements.

There may be some additional hardware required to connect to non-IP-based equipment.

Software requirements

Operating environment

Client environment

SCHAD client applications are supported on devices running

  • iOS (version 7.0 and up)
  • Android (version 4.0 and up)
  • Windows desktop (version 7, 8, and 10)
  • Windows Phone (version 8 and up)
  • BlackBerry (OS7 and OS10)

Server operating platforms

SCHAD Automation is designed to run on a standard Microsoft Windows platform and requires a Microsoft SQL Server database.

Server operating systems

  • Windows Server 2003 R2
  • Windows Server 2008 R2
  • Windows Server 2012 R2

All Windows Server editions are supported, including Standard. 64-bit-OS-versions also supported by using 32-bit compatibility mode.


  • Microsoft SQL Server 2005 SP3+
  • Microsoft SQL Server 2008 SP1+
  • Microsoft SQL Server 2008 R2
  • Microsoft SQL Server 2012 R2

The SCHAD databases may run in an existing instance of SQL Server, dependent on availability of processing and disk resources. The instance must support mixed mode authentication and the TCP/IP server protocol must be activated. The "free of charge" Express versions are supported only for non-production environments up to a maximum of 5,000 parameters and a maximum of five users.

VM operation  

SCHAD Automation can be run in a virtualized environment. Multi-processor assignment can be deployed to enhance system performance. Recommended virtualization systems are VMware ESX or ESXi, Citrix Essential, or Microsoft Virtual Server.

The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language.

Planning information


There is no physical media.

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Ordering information
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Product: SCHAD Automation (5725-Y99)

Passport Advantage

Part description Part number
SCHAD Automatic Meter Reading Base per 500 Data Point 3RD PTY OFFER D1L36LL
SCHAD Automatic Meter Reading Base per 1000 Data Point 3RD PTY OFFER D1L37LL
SCHAD Automatic Meter Reading Base per Site 3RD PTY OFFER D1L38LL
SCHAD Automatic Meter Reading Base per 100 Data Point 3RD PTY OFFER D1L39LL
SCHAD Automatic Meter Reading Additional Data Points per 500 Data Point 3RD PTY OFFER D1L3BLL
SCHAD Automatic Meter Reading Additional Data Points per 1000 Data Point 3RD PTY OFFER D1L3CLL
SCHAD Automatic Meter Reading Additional Data Points per 100 Data Point 3RD PTY OFFER D1L3ALL
SCHAD Work Management per Named User 3RD PTY OFFER D1L3ELL
SCHAD Calibration per Named User 3RD PTY OFFER D1L3FLL
SCHAD Storeroom per Named User 3RD PTY OFFER D1L3GLL

Charge metric

Program name PID number Charge metric
SCHAD Automation 5725-Y99 Named User
SCHAD Automation 5725-Y99 Data Point
SCHAD Automation 5725-Y99 Site

Named User

Named User is a unit of measure by which the SCHAD software can be obtained. Customer must obtain separate, dedicated entitlements for each unique Named User given access to the software in any manner directly or indirectly (for example: via a multiplexing program, device, or application server) through any means. Sufficient entitlements must be obtained to cover the number of Named Users given access to the software.

Data Point

A Data Point is a unit of measure by which the Program can be licensed. A Data Point is a stream of machine-readable information that is supplied to the Program by an external entity. A single Data Point includes a stream of incoming machine-readable information representing a single data variable (e.g. temperature, vibration) over time for the purpose of communicating current equipment status. Licensee must obtain an entitlement for every Data point which provides data to the Program.


A Site is a unit of measure by which the Program can be licensed.  A Site is a single physical  location, including the surrounding campus and satellite offices located within 10 kilometers of Licensee's site address.  Licensee must obtain an entitlement for each Site at or for which the Program will be used. Licensee is permitted to deploy an unlimited number of copies of the Program within the Site.  An entitlement for a Site is unique to that Site and may not be shared, nor may it be reassigned other than for the permanent closing of the Site.

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Terms and conditions
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The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.


Not applicable.

Agreement for Acquisition of Software Maintenance

Not applicable.

License Information number

Not applicable.

Limited warranty applies

Not applicable.

Limited warranty

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Money-back guarantee

Not applicable.

Volume orders (IVO)


Passport Advantage applies

Yes, information is available on the Passport Advantage and Passport Advantage Express website.

Software Subscription and Support applies

Yes. One year of software subscription and support is provided with each program license acquired through IBM. All software support and maintenance is provided by SCHAD. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, directly from SCHAD.

System i Software Maintenance applies


Variable charges apply


Educational allowance available

Not applicable.

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Statement of good security practices
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IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a lawful, comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective.

Important: IBM does not warrant that any systems, products, or services are immune from, or will make your enterprise immune from, the malicious or illegal conduct of any party.

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Passport Advantage

For Passport Advantage information and charges, contact your IBM representative. Additional information is also available on the Passport Advantage and Passport Advantage Express website.


IBM, Maximo, Passport Advantage, System i, Express and DB2 are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Other company, product, and service names may be trademarks or service marks of others.

Terms of use

IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at:

Terms of use

For the most current information regarding IBM products, consult your IBM representative or reseller, or refer to the IBM worldwide contacts page

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