IBM Tivoli System Automation for z/OS V3.5 delivers policy-based automation to help manage the IBM System z platformIBM United States Software Announcement 214-284
July 15, 2014
|Table of contents|
|At a glance|
IBM® Tivoli® System Automation for z/OS® V3.5 makes use of advanced technology to monitor and manage critical IBM z/OS resources in the most efficient and effective way.
IBM Tivoli System Automation for z/OS V3.5:
For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: LE001).
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IBM Tivoli System Automation for z/OS V3.5 offers a single point of control for a broad range of systems management functions. With IBM Tivoli System Automation for z/OS, you get the visibility, control, and automation of a large range of system elements spanning both the hardware and software resources of enterprises in a sysplex. This mature, solid approach to automating system and application startup, shutdown, recovery, response to problems, and disaster recovery is a key component in helping improve availability and costs on IBM z/OS.
IBM Tivoli System Automation for z/OS V3.5 provides enhancements in system automation focused on minimizing users' efforts to reduce the costs of IT operation, to lower risks, and to improve system and application availability. Among the new enhancements are:
IBM Tivoli System Automation for z/OS V3.5 is a policy-based automation tool that manages systems and applications on z/OS. It provides:
IBM System Automation for z/OS consists of the following components:
Effective October 20, 2014, IBM will withdraw from marketing IBM Tivoli System Automation for z/OS V3.4.0.
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For additional details, refer to the Technical information section.
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|Planned availability date|
September 5, 2014
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The configuration assistant allows you to quickly configure IBM Tivoli System Automation for z/OS V3.5 in a single-system and multiple-system environment by using lab-proven recommended configuration settings for IBM Tivoli NetView® for z/OS and IBM Tivoli System Automation for z/OS. Using a single options file, the configuration assistant generates all artifacts required to run the product, from data set allocation, to generating SYS1.PARMLIB and SYS1.PROCLIB members, populating the IBM Tivoli NetView for z/OS DSIPARM, up to security definitions for the z/OS Security Server to help protect your automation environment. This eliminates various manual customization and configuration tasks, which were required with predecessor releases. Furthermore, a verification utility can validate that all prerequisites are fulfilled after the configuration is completed.
IBM Tivoli System Automation for z/OS simplifies and improves the already existing security of the automation environment by consequently using roles with associated command and resource authorization levels. Users must be authorized to issue a command and to update a resource before that resource's status can be changed by that command. With IBM Tivoli System Automation for z/OS V3.5, you get third-party security checking for those users who access the product from Time Sharing Option (TSO) or from a batch job.
To simplify the definition effort, in combination with the configuration assistant, most of the z/OS Security Server profiles and resource definition commands can be generated automatically and saved in a data set member.
Integration with IBM Tivoli Monitoring products
IBM Tivoli System Automation for z/OS improves the integration with IBM Tivoli Monitoring in multiple ways:
Certain high CPU intensive workloads can dominate the system during start or stop times. IBM Tivoli System Automation for z/OS introduces pacing gates that allow you to throttle the number of workloads that can be concurrently started or stopped.
Customization Dialog enhancements
Job log monitoring for JES3
Messages that are written to the JES job log or into another data set in the JES SPOOL are now also available for automation, regardless of what Job Entry Subsystem, for example, JES2 or JES3, is being used.
Enterprise Status Display Facility (SDF) status monitoring support
SDF now supports identical component names at the lowest tree level as long as this level does not immediately follow the root level to enable enterprise-wide comparisons, for example, status per system or status per sysplex on the SDF panel. In addition, the display capabilities of SDF are enhanced so that the title line of a panel body can be placed anywhere in the panel.
Enhanced XCF communication
IBM Tivoli System Automation for z/OS now enables XCF communication within the physical sysplex, beyond the scope of the SAplex. Commands and their responses, targeted to a system outside of the current SAplex but within the physical sysplex, can now be sent using XCF and do not require Tivoli NetView for z/OS remote command (RMTCMD).
IPL complete notification support
To let installations monitor the progress of an IPL, IBM Tivoli System Automation for z/OS allows the administrator to set a time limit and to mark those resources representative for a complete IPL. When the system is started initially, the observed status of these resources is monitored and IBM Tivoli System Automation for z/OS reports the status of the IPL when all resources became available before the time limit. It would also report the status at the time limit, when some resources are still not available. And optionally, it can report the final status, even after the time limit has expired, based on a new automation option.
Relational Database Services (RDS) enhancements
RDS improvements deliver better performance for insert, update, and archiving of tables. In addition, new functions enable mass inserts or mass updates and similar capabilities for import and export. RDS can now also be used with volatile RDS tables, if no persistent data repository is available.
GDPS Active-Active support for multiple consistency groups
IBM Tivoli System Automation for z/OS provides a new subtower GDPSSAT for the GDPS Satellite component that is targeted for GDPS Active-Active environments in support of graceful switch and multiple consistency group support.
Tailor 3270 panels
All tabular panels with horizontal scrolling capabilities, for example, INGLIST, can now be tailored by the operators. It is possible to denote fixed and floating columns, to hide columns, to determine the order of the columns, and to specify the sort order for one or multiple columns. This helps to increase usability of the panels. This, together with colored status fields in the INGAMS and DISPMTR panels, helps to increase the usability of the panels.
Agent UP status delay
Some applications report themselves as being fully available even though some startup activities are still going on in the background. In order to avoid that subsequent automation activities are triggered prematurely due to relationships, IBM Tivoli System Automation for z/OS introduces a new field for applications that can be used to delay the true UP status by a user-defined time.
Configuration refresh monitoring
IBM Tivoli System Automation for z/OS can now monitor the progress of a configuration refresh using INGAMS. It leverages the new SDF capability that allows you to compare the same status descriptor for several systems. In the product provided sample panel, SDF visualizes when a configuration refresh is in progress, when an error happened, or when the refresh process has successfully finished.
New exit command AOFEXC25
This exit allows installations to be informed about new, changed, or deleted APL, APG, and MTR resources detected during a configuration refresh using INGAMS. Administrators can use the exit to have a better understanding of the changes and may prevent the immediate activation of the changes. This is especially helpful when the automation policy can be updated any time but configuration changes are not done very often.
Serviceability enhancements when using NVINFO command
IBM Tivoli NetView for z/OS now includes the command NVINFO that adds important serviceability information into the netlog and, optionally, produces a dump of the Tivoli NetView address space. IBM Tivoli System Automation for z/OS provides a plug-in invoked by NVINFO, when System Automation for z/OS is configured, to include important serviceability information from a system automation point of view.
Accessibility by people with disabilities
A U.S. Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at
Value Unit-based pricing
Value Unit pricing for eligible IBM System z IBM International Program License Agreement (IPLA) programs enables a lower cost of incremental growth and enterprise aggregation. Each System z IPLA product with Value Unit pricing has a single price per Value Unit and a conversion matrix, called Value Unit Exhibit, for converting from some designated measurement to Value Units. Most commonly, Millions of Service Units (MSUs) is the measurement designated by IBM to be converted to Value Units. Some other measurements are engines or messages. Since MSUs are the most common measurement, that measurement will be used for the remainder of this description.
Value Unit pricing offers price benefits for you. For each System z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity . Each of the various Value Unit Exhibits stipulate that the larger your required license capacity, the fewer Value Units per MSU you will need. Value Unit Exhibits are uniquely identified by a three digit code and referred to using the nomenclature VUExxx, where xxx is the three digit code.
Subsequent acquisitions of Value Unit priced programs offer additional price benefits. The quantity of each System z IPLA program that you have acquired is referred to as entitled license capacity . If you wish to grow your entitled license capacity for a System z IPLA program, the calculation to determine additional needed Value Units is based upon the number of Value Units already acquired.
For each System z IPLA program with Value Unit pricing, you should:
To simplify conversion from the designated measurement to Value Units or vice-versa, use the Value Unit Converter Tool. For additional information or to obtain a copy of the Value Unit Converter Tool, visit the Value Unit Converter Tool website
Note that Value Units of a given product cannot be exchanged, interchanged, or aggregated with Value Units of another product.
To determine the required license capacity for the System z IPLA program you selected, refer to the Terms and conditions section.
Business Partner information
If you are a Direct Reseller - System Reseller acquiring products from IBM, you may link directly to Business Partner information for this announcement. A PartnerWorld ID and password are required (use IBM ID).
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|Statement of direction|
It is the intention of IBM to remove I/O operations and the support of the NetView Management Console (NMC) in the future. If you use I/O operations to manage connectivity in your active I/O configurations, IBM recommends that you use other established I/O configuration management solutions instead. If you use NMC to monitor the operational status of your systems, IBM recommends that you use System Automation Status Display Facility instead.
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 remains at our sole discretion.
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Program Program number VRM name 5698-SA3 V3.5 IBM Tivoli System Automation for z/OS
Product identification number
Subscription and Program PID number Support PID number 5698-SA3 5698-S48
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Comprehensive education for IBM Tivoli products is offered through Worldwide Tivoli Education Delivery Services. A wide range of training options are available, including classes led by instructors, learning on demand, on-site training, and blended learning solutions.
For additional information, visit
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Product information is available via the Offering Information website
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One copy of each of the following publications is supplied in soft copy with the basic machine-readable material on DVD (SK3T-4271) for IBM Tivoli System Automation for z/OS V3.5 (5698-SA3):
Form Title number Product Automation Programmer's Ref and Operator's Guide SC34-2714 Customizing & Programming SC34-2715 Planning and Installation SC34-2716 Defining Automation Policy SC34-2717 User's Guide SC34-2718 Messages and Codes SC34-2719 Operator's Commands SC34-2720 Programmer's Reference SC34-2721 TWS Automation Programmer's Reference SC34-2722 End-to-End Automation Adapter SC34-2723 Monitoring Agent Configuration and User's SC34-2724 Guide
A program directory, in hard copy form is supplied automatically with the basic machine-readable material.
Form Title number Program Directory GI11-2719
The IBM Publications Center
The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card (in the U.S.) or customer number for 20 countries. A large number of publications are available online in various file formats, and they can all be downloaded by all countries, free of charge.
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Specified operating environment
IBM Tivoli System Automation for z/OS V3.5 runs in a virtual storage environment on any IBM or non-IBM system configuration with sufficient storage to support the IBM z/OS operating system. The Processor Operations component supports IBM System z9®, IBM System z10®, and IBM zEnterprise system.
IBM Tivoli System Automation for z/OS is executed as an application on the IBM z/OS operating system.
Programming requirements for all functions:
For additional information, refer to the Program Directory (or Planning and Installation manual).
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.
IBM Electronic Support
The IBM Support Portal is your gateway to technical support. This includes IBM Electronic Support tools and resources, for software and hardware, to help save time and simplify support. The Electronic Support tools can help you find answers to questions, download fixes, troubleshoot, automate data collection, submit and track problems through the Service Request online tool, and build skills. All these tools are made available through your IBM support agreement, at no additional charge. Read about the Electronic Support portfolio of tools
Access the IBM Support Portal
Access the online Service Request tool
Direct customer support
Direct customer support is provided by IBM Operational Support Services - SoftwareXcel. This fee service enhances your productivity by providing voice and electronic access into the IBM support organization. IBM Operational Support Services - SoftwareXcel helps answer questions pertaining to usage and suspected software defects for eligible products.
Installation and technical support is provided by Global Services. For more information call 800-IBM-4YOU (426-4968).
For technical support or assistance, contact your IBM representative or visit
IBM Tivoli System Automation for z/OS V3.5 is distributed with:
This program, when downloaded from a website, contains the applicable IBM license agreement and License Information, if appropriate, and will be presented for acceptance at the time of installation of the program. For future reference, the license and License Information will be stored in a directory such as LICENSE.TXT.
Security, auditability, and control
IBM Tivoli System Automation for z/OS, V3.5 uses the security and auditability features of the operating system software. The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.
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IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.
To learn more about IBM Software Services or to contact a Software Services sales specialist, visit
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|Licensing metric definitions and pricing examples|
Licensing metric definitions
IBM Tivoli software products are priced using IBM Tivoli's Enhanced Value-Based Pricing. The Enhanced Value-Based Pricing system is based upon the IBM Tivoli Environment-Managed Licensing Model, which uses a managed-environment approach, whereby, price is determined by what is managed rather than the number and type of product components installed.
For example, all servers monitored with IBM Tivoli's monitoring product (IBM Tivoli Monitoring) require entitlements sufficient for those servers. Other Tivoli products may manage clients, client devices, agents, network nodes, users, or other items, and are licensed and priced accordingly.
Unlike typical systems management licensing models that require entitlements of specific software components to specific systems, the IBM Tivoli Environment-Managed Licensing Model provides the customer flexibility to deploy its IBM Tivoli software products within its environment in a manner that can address and respond to the customer's evolving architecture. That is, as the architecture of a customer's environment changes, the customer's implementation of IBM Tivoli software can be altered, as needed, without affecting the customer's license requirements (as long as the customer does not exceed its entitlements to the software).
Under Enhanced Value-Based Pricing, licensing and pricing of server-oriented applications are determined based upon the server's use in the customer's environment. Typically, such applications are licensed and priced in a manner that corresponds to each installed and activated processor of the server managed by the IBM Tivoli application to help correlate price to value while offering a simple solution.
Where a server is physically partitioned, this approach is modified. This partitioning technique is the approach used with systems that have either multiple cards or multiple frames, each of which can be configured independently. For servers capable of physical partitioning (for example, IBM System p® Scalable POWERparallel Systems® servers, Sun Ultra servers, and HP Superdome servers), an entitlement is required for each processor in the physical partition being managed by the Tivoli application. For example, assume that a server has 24 processors installed in aggregate. If this server is not partitioned, entitlements are required for all 24 processors. If, however, it is physically partitioned into three partitions, each containing eight processors, and Tivoli products were managing only one of the three partitions, then entitlements would be required for the eight processors on the physical partition managed by the IBM Tivoli application.
For servers with virtual or logical partitions, entitlements are required for all installed and activated processors on the server. For each IBM Tivoli application managing a clustered environment, licensing is based on the cumulative number of installed and activated processors on each server in the cluster. Where the cluster includes physically partitioned servers, the considerations described above concerning physically partitioned servers apply as well.
Enhanced Value-Based Pricing recognizes the convergence of RISC and UNIX, and Microsoft Windows and Intel technologies, in order to simplify your licensing requirements, and to provide a smoother, more scalable model. Pricing and licensing does not differentiate between non-System z server platforms or operating systems. For some products, this platform neutrality extends to System z and other host servers as well.
IBM Tivoli Enhanced Value-Based Pricing terminology definitions
An engine is also referred to as a central processor (CP) or processor. Engines for traditional workloads are called General Purpose CPs. Engines for Linux workloads are called Integrated Facility for Linux (IFL) engines or Linux-only engines. Engines for Coupling Facility workloads are called ICF engines.
IBM Integrated Facility for Linux (IFL)
This optional facility enables additional processing capacity exclusively for Linux workload, with no effect on the model designation of a System z or OS/390® server. Consequently, executing Linux workload on the IBM IFL will not, in most cases, result in any increased IBM software charges for z/OS, OS/390, VM, VSE, or TPF operating systems and applications. There is, as indicated, a charge associated with the IFL, and there may also be a charge for applications which run on the IFL.
The IFL may be dedicated to a single Linux-mode logical partition or it may be shared by multiple Linux-mode logical partitions. Installations should note that the Linux workspace enabled by this facility will not support any of the traditional S/390® operating systems (OS/390, TPF, VSE, or VM). Only Linux applications or Linux operating in conjunction with the Virtual Image Facility, an environment that operates within a logical partition or in native S/390 mode and provides the capability to create multiple Linux images, are supported by IBM S/390 IFL.
Millions of Service Units (MSUs)
MSU is defined as millions of CPU service units per hour, which is the measure of capacity used to describe the computing power of the hardware processors on which S/390 or System z software runs. Processor MSU values are determined by the hardware vendor, IBM, or Software Compatible Vendors (SCVs).
For more detailed information about System z software pricing, visit
A server's resources (CPU, memory, I/O, interconnects, and buses) may be divided according to the needs of the applications running on the server. This partitioning can be implemented with physical boundaries (physical partitions) or logical boundaries (logical partitions).
Physical partitions are defined by a collection of processors dedicated to a workload and can be used with systems that have either multiple cards or multiple frames, each of which can be configured independently. In this method, the partitions are divided along hardware boundaries and processors, and the I/O boards, memory, and interconnects are not shared.
Logical partitions are defined by software rather than hardware and allocate a pool of processing resources to a collection of workloads. These partitions, while separated by software boundaries, share hardware components and run in one or more physical partitions.
Standby or backup systems
For programs running or resident on backup machines, IBM defines three types of situations: cold, warm and hot. In cold and warm situations, a separate entitlement for the copy on the backup machine is normally not required and typically no additional charge applies. In a hot backup situation, the customer needs to acquire other license or entitlements sufficient for that server. All programs running in backup mode must be solely under the customer's control, even if running at another enterprise's location.
As a practice, the following are definitions and allowable actions concerning the copy of the program used for backup purposes.
Cold: A copy of the program may reside, for backup purposes, on a machine as long as the program is not started. There is no additional charge for this copy.
Warm: A copy of the program may reside for backup purposes on a machine and is started, but is idling, and is not doing any work of any kind. There is no additional charge for this copy.
Hot: A copy of the program may reside for backup purposes on a machine, is started, and is doing work. The customer must acquire a license or entitlements for this copy and there will generally be an additional charge.
Doing work includes, for example, production, development, program maintenance, and testing. It also could include other activities such as mirroring of transactions, updating of files, synchronization of programs, data or other resources (for example, active linking with another machine, program, database or other resource, and so on), or any activity or configurations that would allow an active hot switch or other synchronized switch over between programs, databases, or other resources to occur.
In the case of a program or system configuration that is designed to support a high availability environment by using various techniques (for example, duplexing, mirroring of files, or transactions, maintaining a heartbeat, active linking with another machine, program, database, or other resource), the program is considered to be doing work in the hot situation and a license or entitlement must be purchased.
A Value Unit is a pricing charge metric for program license entitlements, which is based upon the quantity of a specific designated measurement used for a given program. Each program has a designated measurement. The most commonly used designated measurements are processor cores and MSUs. However, for select programs, there are other designated measurements such as servers, users, client devices, and messages. The number of Value Unit entitlements required for your specific implementation of the given program must be obtained from a conversion table associated with the program. You must obtain a PoE for the appropriate number of Value Unit entitlements for your implementation. The Value Unit entitlements of a given program cannot be exchanged, interchanged, or aggregated with Value Unit entitlements of another program. Whenever the designated measurement is a processor core, not all processors require the same number of Value Unit entitlements. To determine the number of Value Unit entitlements required, refer to the processor value unit conversion table on the Passport Advantage® website
User Value Units
A user value unit is a pricing charge metric for program license entitlements which is based upon the quantity of a specific designated measurement used for a given program. Refer to the Value Units definition. Users is a descriptive of one of one of the Value Unit charge metrics.
Product and licensing websites
A complete list of IBM Tivoli products is available at
IBM Tivoli product licensing documents are available at
IBM Tivoli System Automation for z/OS
The customer desires to implement Parallel Sysplex application automation and policy-based self-healing on its 1,500 MSU System z server. Because licensing is per Value Unit (calculated based on the number of MSUs) on the IBM System z servers monitored, the customer must obtain the following entitlements:
MSUs Value Units/MSU Value Units Base 3 1.00 3.00 Tier A 42 .15 6.30 Tier B 130 .08 10.40 Tier C 140 .04 5.60 Tier D 1,185 .03 35.55 Total 1,500 60.85
Value Units for non MSU-based S/390 processors: System Value Units/System MP3000 H30 3 MP3000 H50 4 MP3000 H70 6 ESL models 1
Value Units for IBM 9672 processors are based upon the full capacity of these systems. This is applicable to all System z systems measured on MSU capacity. Information on MSU capacities can be found in the 'IBM System/370, System/390® and zSeries Machine Exhibit, Z125-3901.
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The program in this announcement all have Value Unit-Based pricing.
Program number Program name Value Unit exhibit 5698-SA3 IBM Tivoli System VUE020 Automation for z/OS V3.5
For each System z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity . Your required license capacity is based upon the following factors:
Value Unit exhibit VUE020 Value Level Minimum Maximum Units/MSU Base 1 3 1 Tier A 4 45 0.15 Tier B 46 175 0.08 Tier C 176 315 0.04 Tier D 316 + 0.03 Value Units for mainframes without MSU ratings: Value HW Units/machine MP3000 H30 3 MP3000 H50 4 MP3000 H70 6 ESL models 1
Value Unit exhibit VUE020
Value Level Minimum Maximum Units/MSU Base 1 3 1 Tier A 4 45 0.15 Tier B 46 175 0.08 Tier C 176 315 0.04 Tier D 316 + 0.03
Ordering z/OS through the Internet
ShopzSeries provides an easy way to plan and order your z/OS ServerPac or CBPDO. It will analyze your current installation, determine the correct product migration, and present your new configuration based on z/OS. Additional products can also be added to your order (including determination of whether all product requisites are satisfied). ShopzSeries is available in the US and several countries in Europe. In countries where ShopzSeries is not available yet, contact your IBM representative (or IBM Business Partner) to handle your order via the traditional IBM ordering process. For more details and availability, visit the ShopzSeries website at
Current licensees, with support in effect, will receive instructions on how to order this update.
Orders for new licenses will be accepted now.
Shipment will begin on the planned availability date.
Ordering information for 5698-SA3 MSU-based System z offerings
To order, specify the program product number and the appropriate license or charge option. Also, specify the desired distribution medium. To suppress shipment of media, select the license-only option in CFSW.
Program name: IBM Tivoli System Automation for z/OS Program PID: 5698-SA3 Entitlement License option/ identifier Description Pricing metric S011WKH IBM Tivoli System Automation Basic OTC, per Value Unit for z/OS V3.5 Orderable supply ID: Language Distribution medium S0161SG English 3590 tape cartridge S0161SH Japanese 3590 tape cartridge
Subscription and Support PID: 5698-S48 Entitlement License option/ identifier Description Pricing metric S010BVV IBM Tivoli System Basic ASC, per Value Automation for z/OS Unit SW S&S no charge, S&S decline SW S&S per MSU SW S&S registration Orderable Language Distribution medium supply ID S010C0H English Hardcopy pub S010C0J Japanese Hardcopy pub
Ordering information for On/Off Capacity on Demand (On/Off CoD)
IBM Tivoli System Automation for z/OS is eligible for On/Off CoD with a Temporary Use Charge calculated based on MSUs-per-day usage.
Program name: IBM Tivoli System Automation for z/OS Program PID: 5698-SA3 Entitlement License option/ identifier Description Pricing metric S011WKH IBM Tivoli System Basic OTC, Per MSU-day Automation for z/OS TUC
Subscription and Support
To receive voice technical support via telephone during normal business hours and future releases and versions at no additional charge, Subscription and Support must be ordered. The capacity of Subscription and Support (for example, Value Units or number of processors) must be the same as the capacity ordered for the product licenses.
To order, specify the Subscription and Support program product number and the appropriate license or charge option.
IBM is also providing Subscription and Support for these products via a separately purchased offering under the terms of the IBM International Agreement for Acquisition of Support (IAAS). This offering:
When Subscription and Support is ordered, the charges will renew automatically annually unless cancelled by the customer.
Product deliverables are shipped only via CBPDO and ServerPac. These customized offerings are offered for Internet delivery in countries where ShopzSeries product ordering is available. Internet delivery reduces software delivery time and allows you to install software without the need to handle tapes. For more details on Internet delivery, refer to the Shopz help information at
You choose the delivery method when you order the software. IBM recommends Internet delivery. In addition to Internet and DVD, the supported tape delivery options include:
Most products can be ordered in ServerPac the month following their availability in CBPDO. z/OS can be ordered via CBPDO and ServerPac at general availability. Many products will also be orderable in a Product ServerPac without also having to order the z/OS operating system or subsystem.
Shopz and CFSW will determine the eligibility based on product requisite checking. For more details on the product ServerPac, visit the Help section on the Shopz website at
For additional information on the Product ServerPac option, refer to Software Announcement 212-272, dated July 31, 2012.
Production of software product orders will begin on the planned general availability date.
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|Terms and conditions|
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.
IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use.
Agreement for Acquisition of Software Maintenance
The following agreement applies for Software Subscription and Support (Software Maintenance) and does not require customer signatures:
This program is licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. This program has a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.
IBM System z Operational Support Services - SoftwareXcel is an option if you desire added services.
License Information number
The program's License Information will be available for review on the IBM Software License Agreement website
Limited warranty applies
IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.
IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at
IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).
Enhanced support, called Subscription and Support, includes telephone assistance, as well as access to updates, releases, and versions of the program as long as support is in effect. You will be notified of discontinuance of support with 12 months' notice.
If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.
For clarification, note that for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.
Volume orders (IVO)
IBM International Passport Advantage Agreement
Passport Advantage applies
Yes. Usage is limited to the quantity of Value Units licensed.
For additional information, refer to the License Information document that is available on the IBM Software License Agreement website
Software Subscription and Support applies
No. For operating system software, the revised IBM Operational Support Services - SoftwareXcel offering will provide support for those operating systems and associated products that are not available with the Software Subscription and Support (Software Maintenance) offering.
This will ensure total support coverage for your enterprise needs, including IBM and selected non-IBM products. For complete lists of products supported under both the current and revised offering, visit
IBM Operational Support Services - SoftwareXcel
System i® Software Maintenance applies
Variable charges apply
Educational allowance available
Yes. A 15% education allowance applies to qualified education institution customers.
Sub-capacity terms and conditions
For each System z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Your required license capacity is based upon the following factors:
For more information on the Value Unit Exhibit for the System z IPLA program you selected, refer to the Ordering information section.
Program Parent, number Program name Terms if applicable 5698-SA3 IBM Tivoli System Execution-based Automation for z/OS V3.5
In cases where full capacity is applicable, the following terms apply.
Execution based, z/OS based, full machine based: The required capacity of a System z IPLA program with these terms equals the MSU-rated capacity of the machines where the System z IPLA program executes.
For more information on mainframe MSU-rated capacities, visit
Reference based: The required license capacity of a System z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program.
In cases where sub-capacity is applicable, the following terms apply.
Execution based: The required capacity of a System z IPLA sub-capacity program with these terms equals the capacity of the LPARs where the System z IPLA program executes.
z/OS based: The required license capacity of a System z IPLA program with these terms equals the license capacity of z/OS on the machines where the System z IPLA program executes.
Reference based: The required license capacity of a System z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program.
Full machine based: The required license capacity of a System z IPLA program with full machine based terms equals the MSU-rated capacity of the machines where the System z IPLA program executes.
For more information on mainframe MSU-rated capacities, refer to The IBM System z Machines Exhibit , Z125-3901, or visit the Mainframes section of the System z Exhibits website.
For additional information for products with reference-based terms, System z IPLA sub-capacity programs with reference-based terms adds value to the parent program across the environment, regardless of where in the environment the System z IPLA program executes.
An environment is defined as either a single or stand-alone machine or a qualified Parallel Sysplex. You may have one or more different environments across the enterprise. To determine the required license capacity for each System z IPLA program with referenced-based terms, each environment should be assessed separately.
When a System z IPLA sub-capacity program with reference-based terms is used in a qualified Parallel Sysplex environment, the required license capacity of the System z IPLA program must equal with the license capacity of the parent program across the Parallel Sysplex. Qualified Parallel Sysplex refers to one:
To be eligible for sub-capacity charging on select System z IPLA programs, you must first implement and comply with all terms of either sub-capacity Workload License Charges (WLC) or sub-capacity Entry Workload License Charges (EWLC). To implement sub-capacity WLC or EWLC, a machine must be System z (or equivalent). On that machine:
For that machine, you must create and submit a Sub-Capacity Report to IBM each month. Sub-Capacity Reports must be generated using the Sub-Capacity Reporting Tool (SCRT). For additional information or to obtain a copy of SCRT, visit the System z Software Pricing website
You must comply with all of the terms of the WLC or EWLC offering, whichever is applicable:
Additionally, you must sign and comply with the terms and conditions specified in the amendment to the IPLA contract - Amendment for IBM System z9 and System z Programs Sub-Capacity Pricing (Z125-6929).
Once the amendment is signed, the terms in the amendment replace any and all previous System z IPLA sub-capacity terms and conditions.
Sub-capacity utilization determination
Sub-capacity utilization is determined based on the utilization of an eligible operating system and machine (for example, z/OS running in z/Architecture (64 bit) mode on a System z ((or equivalent) server).
On/Off Capacity on Demand (CoD)
To be eligible for On/Off CoD pricing, you must be enabled for temporary capacity on the corresponding hardware, and the required contract, Attachment for IBM System z On/Off Capacity on Demand (Z125-7883) must be signed prior to use.
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|Statement of good security practices|
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 comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party.
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|IBM Electronic Services|
Electronic Service Agent and the IBM Electronic Support web portal are dedicated to providing fast, exceptional support to IBM Systems customers. The IBM Electronic Service Agent tool is a no-additional-charge tool that proactively monitors and reports hardware events, such as system errors, performance issues, and inventory. The Electronic Service Agent tool can help you stay focused on your company's strategic business initiatives, save time, and spend less effort managing day-to-day IT maintenance issues. Servers enabled with this tool can be monitored remotely around the clock by IBM Support, all at no additional cost to you.
Now integrated into the base operating system of AIX® V5.3, AIX V6.1, and AIX V7.1, Electronic Service Agent is designed to automatically and electronically report system failures and utilization issues to IBM, which can result in faster problem resolution and increased availability. System configuration and inventory information collected by the Electronic Service Agent tool also can be viewed on the secure Electronic Support web portal, and used to improve problem determination and resolution by you and the IBM support team. To access the tool main menu, simply type smitty esa_main, and select Configure Electronic Service Agent. In addition, ESA now includes a powerful web user interface, giving the administrator easy access to status, tool settings, problem information, and filters. For more information and documentation on how to configure and use Electronic Service Agent, refer to
The IBM Electronic Support portal is a single Internet entry point that replaces the multiple entry points traditionally used to access IBM Internet services and support. This portal enables you to gain easier access to IBM resources for assistance in resolving technical problems. The My Systems and Premium Search functions make it even easier for Electronic Service Agent tool-enabled customers to track system inventory and find pertinent fixes.
Increased uptime: The Electronic Service Agent tool is designed to enhance the Warranty or Maintenance Agreement by providing faster hardware error reporting and uploading system information to IBM Support. This can translate to less wasted time monitoring the symptoms, diagnosing the error, and manually calling IBM Support to open a problem record. Its 24x7 monitoring and reporting mean no more dependence on human intervention or off-hours customer personnel when errors are encountered in the middle of the night.
Security: The Electronic Service Agent tool is designed to be secure in monitoring, reporting, and storing the data at IBM. The Electronic Service Agent tool securely transmits via either the Internet (HTTPS or VPN) or modem, and can be configured to communicate securely through gateways to provide you a single point of exit from your site. Communication is one way. Activating Electronic Service Agent does not enable IBM to call into your system. System inventory information is stored in a secure database, which is protected behind IBM firewalls. It is viewable only by you and IBM. Your business applications or business data is never transmitted to IBM.
More accurate reporting: Because system information and error logs are automatically uploaded to the IBM Support center in conjunction with the service request, you are not required to find and send system information, decreasing the risk of misreported or misdiagnosed errors. Once inside IBM, problem error data is run through a data knowledge management system and knowledge articles are appended to the problem record.
Customized support: Using the IBM ID entered during activation, you can view system and support information in the My Systems and Premium Search sections of the Electronic Support website at
My Systems provides valuable reports of installed hardware and software using information collected from the systems by Electronic Service Agent. Reports are available for any system associated with your IBM ID. Premium Search combines the function of search and the value of Electronic Service Agent information, providing advanced search of the technical support knowledgebase. Using Premium Search and the Electronic Service Agent information that has been collected from your system, you are able to see search results that apply specifically to your systems.
For more information on how to utilize the power of IBM Electronic Services, contact your IBM Systems Services Representative, or visit
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For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner for Software Value Plus. Additional information is also available at
Information on charges is available at website
In the Electronic tools category, select the option for Purchase/upgrade tools.
Authorization to resell IBM software products is achieved at the Reseller Authorization group level. You must be authorized in the IBM System z group to sell this program. To register an opportunity for these products in the Global Partner Portal, you may use Product Family - Software: Tivoli System z. For information, on how to become an Authorized Business Partner in IBM Software Value Plus, visit website
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To order, contact the Americas Call Centers or your local IBM representative, or your IBM Business Partner.
To identify your local IBM representative or IBM Business Partner, call 800-IBM-4YOU (426-4968).
Phone: 800-IBM-CALL (426-2255) Fax: 800-2IBM-FAX (242-6329) Email: email@example.com Mail: IBM Teleweb Customer Support ibm.com® Sales Execution Center, Americas North 3500 Steeles Ave. East, Tower 3/4 Markham, Ontario Canada L3R 2Z1
The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products.
Note: Shipments will begin after the planned availability date.
IBM Software Value Plus
These products are available under IBM Software Value Plus, either directly from IBM or through authorized Business Partners who invest in skills and high-value solutions. IBM customers may benefit from the industry-specific or horizontal solutions, skills, and expertise provided by these Business Partners.
Additions to Software Value Plus will be communicated through standard product announcements. For a current list of IBM software available under Software Value Plus, visit
For questions regarding Software Value Plus, visit
IMS, Geographically Dispersed Parallel Sysplex and Electronic Service Agent are trademarks of IBM Corporation in the United States, other countries, or both.
IBM, Tivoli, z/OS, OMEGAMON, System z, Parallel Sysplex, zEnterprise, CICS, DB2, GDPS, WebSphere, NetView, BladeCenter, System z9, System z10, System p, Scalable POWERparallel Systems, OS/390, S/390, Passport Advantage, System/390, System i, z/Architecture, AIX and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.
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For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page