Migration of System z Servers

In Memory of Levent Durdu

Perfect friend, unfailing colleague, guiding leader we lost very early

1955 – 24 April 2008

Levent Durdu Anısına

Erken yitirdiğimiz mükemmel dost, yorulmaz iş arkadaşı, yol gösterici lider

1955 – 24 Nisan 2008

Existing Environments

System test (a.k.a. SYST)
Development and application test system (a.k.a. TEST)
Production system (a.k.a. PROD)

Existing Software

z/OS V1.4
CICS/TS V2.3
DB/2 V7.1
Content Manager V8.2
Monitoring tools

Migration Targets

z/OS V1.10
DB/2 V 8.1
Monitoring tools

Extensively Utilized Components

VTS (Virtual tape server)
RMM (Removable media manager, cartridge management system)
HSM (Hierarchical storage manager)
Infoprint server
SMTP server

Discontinued Components

CICS/TS V1.3
ACF/NCP (Advanced communication functions/Network control program)
JES328X (Job entry subsystem 328X) Print Facility

Migration Steps

Apply toleration, coexistence and fallback maintenance on existing software
Migrate Content Manager CICS/TS system from V1.3 to 2.3
Install z/OS V1.10
Customize z/OS V1.10 as SYST (System test)
Install DB/2 V8.1 as SYST
Clone SYST system for TEST (Development and application test)
Migrate TEST system to z/OS V1.10
Clone TEST system for PROD
Migrate PROD system to z/OS V1.10
Install DB/2 V8.1 to TEST system
Install TEST system to DB/2 V8.1
Install DB/2 V8.1 to PROD system
Install PROD system to DB/2 V8.1

DASD (Direct Access Storage Devices) Planning

3390 Model 9 device geometry
2 volumes for system catalog
2 volumes for distribution libraries
2 volumes for target libraries
3 volumes for SMF (System Management Facility) data gathering
6 volumes for paging
6 volumes for spool
1 storage volume for TSO (Time Sharing Option) datasets [For business continuity purposes]
1 public volume for temporary datasets and dynamic dumps [For business continuity purposes]
2 volumes for shared subsystem CDSs (Control datasets) [RMM and HSM]
1 volume for DB/2 V8.1 installation system libraries
1 volume for DB/2 V8.1 installation system catalog and table spaces

SSA (System Specific Alias) Planning

Installation naming conventions
Completion of missing aliases for existing datasets [Due to past re-creations/enlargements]

Stand-alone Editor ZZSA

IPLable CD verification, documentation and filing next to HMC (Hardware Management Console)

Backups

Full dump DSS (Dataset services) backups of system disks on cartridge
Retention period one month
Perform daily after modifications or weekly
Verification of stand-alone DSF (Device support facility) and stand-alone DSS cartridges

Catalog Considerations

Connect all existing user catalogs
Define all existing aliases
Connect master catalog of existing z/OS V1.4 system
Define SSA of existing z/OS V1.4 system as alias
Define SSAs of z/OS V1.10 system datasets
Define alias of SSA of z/OS V1.10 system as alias to other systems
SSA not usable for IBMUSER and SYSADM datasets, lengths of some dataset names are close to maximum. Aliases of IBMUSER4 and SYSADM4 will be used instead
Store all catalog listings on workstations in case of immediate access requirement

SMP/E (System Management Program/Extended) and Open MVS (a.k.a. OMVS) Datasets for Existing Subsystems

CICS/TS, DB/2 V7.1 and Content Manager SMP/E and OMVS datasets had been created using z/OS system default high-level qualifiers
Replication planned as they should be cataloged in the master catalog of z/OS V1.10 system

z/OS V1.10 Installation and Cloning

Initialize disks
Create master catalog
Clone distribution and target library disks
Allocate JES checkpoint and spool datasets
Define SMF clusters
Allocate static dump datasets
Define page datasets
Define couple datasets
Allocate and copy primary and backup RACF datasets
Update z/OS V1.10 templates for RACF datasets
Catalog RACF database name table
Move started task users from ICHRIN03 to STARTED profile for ease of maintenance
Catalog a dummy ICHRIN03 started task module
Allocate and copy UADS dataset

Cloning Existing CICS/TS V2.3 and DB/2 V7.1 Subsystems

Clone existing CICS/TS V2.3 and DB/2 V7.1 subsystems if not available to z/OS V1.10

Customer Specific Initialization and Customization Libraries

SYS1.USR.CMDPROC
SYS1.USR.LINKLIB
SYS1.USR.OPERLIB
SYS1.USR.PANELIB
SYS1.USR.PARMLIB
SYS1.USR.PROCLIB
SYS1.USR.SAMPLIB
SYS1.USR.SMS
SYS1.USR.TCPPARMS
SYS1.USR.VTAMLIB
SYS1.USR.VTAMLST
One set for each SYSPLEX (Systems Complex)
Protect generically
Do not modify z/OS V1.10 system libraries

SYS1.USR.LINKLIB

Eligible for user modules
Add to LNKLST (Link list)
Authorize through PROG00 PARMLIB member

SYS1.USR.OPERLIB

Operational jobstreams
Start using S RDR,J=member-name

SYS1.USR.PARMLIB

Add to SYS1.IPLPARM(LOADxx) member
Modified initialization members will be stored here
Other PARMLIB libraries will have unmodified initialization members
Parameters of operational jobstreams will also be stored here
Load UNICODE conversion tables

SYS1.USR.PROCLIB

Add to master JCL PARMLIB member
Add to JES procedure
Modified procedures and installation specific procedures will be stored

SYS1.USR.SAMPLIB

Installation, maintenance and modification jobstreams related with z/OS V1.10
Only one library as opposed to other customer specific libraries
Accessible by all other systems through SSA like SEZOS10.SYS1.USR.SAMPLIB

SYS1.USR.TCPPARMS

TCP/IP, FTP, TELNET 3270 and SMTP initialization parameters
Performance related parameters are migrated from PROD system
Separate TN3270E parameters from TCP/IP startup file for z/OS V1.10

SYS1.USR.VTAMLIB

Define to VTAM start procedure
Define to TN3270E start procedure
Authorize through PROGxx PARMLIB member
Eligible for USSTAB and other VTAM modules
Display system name and system specific VTAM APPLIDs on USSTAB

SYS1.USR.VTAMLST

Define to VTAM start procedure
All modified VTAM start members are stored here
Members on other VTAMLST libraries are not modified

JES2

TGSPACE set to allow 6 full DASD spool space

SMF (System Management Facility)

Create 4 datasets for TEST system
Create 6 datasets for PROD system
Install IEFACTRT step termination exit
Setup RMF records collection
Migrate data gathering jobstreams

First IPL

Format JES2 spool
Examine SYSLOG to remove obsolete initialization statements and parameters
Examine SYSLOG to correct misplaced parameters
Compare SSI (Subsystem Interface) entries by D SSI,ALL
Compare authorized libraries by D PROG,APF
Compare Link list libraries by D LNKLST,NAME=CURRENT
Execute installation verification procedures (a.k.a. IVPs)

SMS

Define CDSs (Control datasets)
Enter new installation SYST objects manually
Migrate TEST and PROD SCDS datasets
Copy ACS routines to SYS1.USR.SMS library
Validate and activate SMS
Compare existence of all objects
OMVS and TCP/IP will be available after SMS activation

VTS

Connect VOLCAT to new system
Verify existence of cartridge volumes

RACF

Perform all security related modifications to clone system by batch jobstreams. It will be easier to repeat immediately before cutover

LOGGER

Define OPERLOG and LOGREC logstreams
Migrate DB/2 V7.1 RRS logstreams

WLM (Workload Manager)

Migrate definitions from PROD
Create TN3270E started task goal if not defined

TCP/IP

Migrate Turkish translation table
Migrate SMTP specific Turkish translation table
Perform MAKESITE
Migrate TN3270E printer definitions
Migrate TN3270E LU groups

SMP/E

Execute SYSMOD listings for z/OS V1.10
Execute SYSMOD listings for CICS/TS V2.3, DB/2 V7.1 and Content Manager V8.2
Prepare and apply dummy MACLIB and LOADLIB SYSMODS

OAM

Perform DB/2 V7.1 customization and binds

Infoprint Server

Export z/OS V1.4 Infoprint Server configuration
Allocate a large HFS dataset for Infoprint Server
Mount temporarily to copy existing z/OS V1.10 configuration
Copy /var/Printsrv
Add HFS dataset to BPXPRMFS PARMLIB member to mount permanently
Import z/OS V1.4 printer configuration
Verify printer configuration from ISPF/PDF Infoprint Server panels
Migrate JES, VTAM and TCP/IP printer definitions
Test printing

RMM

Use DASD volumes for shared subsystems
Define Master CDS cluster
Copy z/OS V1.4 master CDS using IDCAMS REPRO utility
Update CDS ID using EDGUTIL
Allocate Journal dataset
Copy z/OS V1.4 journal dataset
Start DFRMM subsystem
Verify existence of cartridge libraries

HSM

Use DASD volumes for shared subsystems
Define CDS clusters
Copy CDS clusters from z/OS V1.4 system using IDCAMS REPRO utility
Allocate backup datasets
Allocate and copy journal dataset using IEBGENER utility
Migrate startup PARMLIB parameters
Prepare and include ADDVOL statements for newly installed z/OS V1.10 DASD volumes
Start DFHSM subsystem
Compare parameter configurations

Customer Specific TSO/E logon procedures

Administrators
Group administrators
Developers
Developers with Content Manager DB/2 access
Operators
Modified TSO/E logon procedures to SYS1.USR.PROCLIB
Modified TSO/E CLISTs to SYS1.USR.CMDPROC
Modified ISPF/PDF panels to SYS1.USR.PANELIB
Display system name on each panel
Display user type header on each panel
Keep TSO/E and ISPF/PDF target libraries intact
Test all procedures

Batch and Online Program Compilation

Perform batch LE (Language environment) customization
Perform online LE customization
Copy z/OS V1.4 CICS/TS V2.3 and DB/2 V7.1 compilation jobs to SYS1.USR.PROCLIB
Convert jobstreams to Enterprise PL/I for z/OS
Test and document in SYS1.USR.SAMPLIB
Distribute to users

Compare z/OS V1.10 Clone System vs z/OS V1.4 System Members and Parameters

Final Tasks from z/OS V1.4 System Before Migration

First IPL from z/OS V1.10 System After Cutover

Record IPL address and LOADPARM for z/OS V1.4 system
Record IPL address and LOADPARM for z/OS V1.10 system
First IPL
Control IPL SYSLOG
JES2 restore spool
Migrate, validate and activate SMS
Check VTAM network connections
Check TCP/IP network connections, perform SITEINFO
Check Infoprint Server printers
Start DB/2 V7.1 subsystems
Start CICS/TS systems
Migrate and start RMM
Migrate and start HSM

End of Migration

Celebrate