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Statement of direction: IBM z/OS

IBM United States Software Announcement 212-086
April 11, 2012

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Since its initial release in 2001, IBM® z/OS® Version 1 has delivered over 11 years of value, offering support of IBM System z® and providing our customers with the foundation to run their most critical business solutions. The z/OS journey continues with new efforts to drive value while reducing complexity. In support of these efforts, IBM plans to introduce a new version of the z/OS operating system, z/OS Version 2, with z/OS V2.1 to be released in the second half of 2013 as part of a new two-year release cycle. As the System z platform continues to deliver value for smarter computing, IBM intends that z/OS Version 2 serve as the foundational layer for new capabilities. This is an exciting time for IBM and for you, our customers, as we prepare new versions of z/OS and z/OS Management Facility (z/OSMF) to be delivered through a release schedule that is intended to align well with your business requirements.

Going forward, IBM intends to make new z/OS and z/OSMF releases available approximately every two years. Such a schedule would be intended to provide you with sufficient time to plan for new releases and to leverage them for the most business value. In addition, beginning with z/OS Version 2, IBM plans to provide five years of z/OS support, with three years of optional, fee-based extended service (5+3) as part of the new release cadence. Beginning with z/OSMF Version 2, IBM also plans to provide five years of z/OSMF support. However, similar to z/OSMF Version 1, optional extended service is not planned to be available for z/OSMF Version 2.

In addition, in z/OS V2.1, IBM plans to further leverage enhancements in the current IBM mainframe servers and storage control units. z/OS V2.1 is planned to IPL only on System z9® and later servers. Also, z/OS Version 2 is planned to require 3990 Model 3 (3990-3), 3990 Model 6 (3990-6), and later storage control units.

Release schedule

Customers have indicated a preference for a release schedule providing more time to plan and install new features. Also, customers have told us that it would be preferable to spend more time exploiting new z/OS functional enhancements for business value as opposed to spending time on efforts related to remaining current to retain software support. In addition, customers have expressed a preference for installing and leveraging the value of related enhancements in one upgrade cycle rather than deploying enhancements delivered incrementally over several z/OS releases.

IBM's intent is that a new release cycle may help you focus more resources on leveraging business value from z/OS and improving operational efficiency, while preserving your z/OS investments. A two-year release schedule would also be more consistent with those of other IBM system software products, which can help you effectively plan your upgrades.

For interim updates, IBM intends to continue to offer updates, such as new server support, through other delivery mechanisms such as periodic small product enhancement PTFs (SPEs) and web deliverables.

Support and migration

IBM has made a number of enhancements to service and support to ease migration and compatibility with existing software, as explained further in the Description section. The service and support policies for both the existing currently supported releases and the new version releases are planned to be modified to better align with the new z/OS and z/OSMF release schedule. IBM plans to support direct upgrades from z/OS V1.12 and V1.13 to z/OS V2.1 with full coexistence, migration, and fallback support. Similarly, IBM plans to support direct upgrades from z/OSMF V1.12 and V1.13 to z/OSMF V2.1.

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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Coexistence, release migrations, and fallback

It is IBM's intent that z/OS V2 and z/OSMF V2 will continue to support coexistence, fallback, and migration rules similar to those for z/OS V1 and z/OSMF V1.

IBM plans to support an n-2 approach, where three consecutive releases are planned to be supported for coexistence, fallback, and migration. For example, where "n" is z/OS V2.1, IBM intends to allow you to upgrade from z/OS V1.12 directly to z/OS V2.1 with full coexistence, migration, and fallback support to maximize the value of your investment, and from z/OS V1.13 to z/OS V2.1 with full coexistence, migration, and fallback support. Similarly, where "n" is z/OSMF V2.1, IBM intends to support upgrades from z/OSMF V1.12 directly to z/OSMF V2.1 with full coexistence, migration, and fallback support. Similarly, IBM intends to support direct migration from z/OSMF V1.12 and z/OSMF 1.13 to z/OSMF V2.1 with full coexistence, migration, and fallback support.

z/OS gives you compatibility and flexibility as you migrate systems in a multisystem configuration by allowing multiple releases of z/OS to coexist. This includes non-Parallel Sysplex and Parallel Sysplex® multisystem configurations, as well as sharing resources between two single-system configurations.

Coexistence allows systems within a multisystem configuration to be upgraded to a new release level of z/OS one system at a time. This is based on the fact that the release you are migrating to can coexist with the lowest release currently running in your configuration. It is IBM's intent that z/OS V2 will continue to support coexistence, fallback, and migration rules similar to those for z/OS V1. Three consecutive releases are planned to be supported for coexistence, fallback, and migration. This has been referred to as an "n-2" approach, where n is the latest release.

Service support

IBM plans to enhance its z/OS and z/OSMF support programs to help customers easily upgrade releases with minimal disruption.

z/OS

Effective with z/OS V2.1, IBM plans to provide five years of z/OS support, with the option to get three more years of fee-based extended service following end of support for the release. This is intended to allow you to upgrade on an "every release" or "every other release" schedule, while providing you ample time to complete migration.

IBM further plans to provide enhancements to current z/OS releases during the transition to the new support model as follows:

No changes are planned for z/OS V1.11 support, which is planned to withdraw program services on September 30, 2012. Refer to Software Announcement 212-025, dated April 11, 2012.

In addition, to allow z/OS V1.11 and z/OS V1.12 customers to upgrade to z/OS V1.13, IBM plans to continue to make z/OS V1.13 available for ordering until z/OS V2.1 general availability.

z/OS Management Facility

Historically, z/OSMF releases have been aligned with z/OS operating system releases, and IBM intends to continue this alignment. IBM therefore plans to deliver z/OSMF V2.1 in the second half of 2013. In addition, effective with z/OSMF V2.1, support is planned to be increased from three years to five years.

IBM further plans to continue to provide key enhancements to current z/OSMF releases during the transition to the new support model as follows:


Note: Similar to z/OSMF Version 1, optional extended service is not planned to be available for z/OSMF Version 2.
Hardware requirements

Along with z/OS V2.1, IBM plans to use recent enhancements in IBM mainframe server design by leveraging more current System z servers. z/OS V2.1 is designed to run on more recent System z servers. This is intended to establish the foundation for z/OS and products that run on z/OS to take advantage of IBM mainframe server design enhancements to provide both performance and reliability improvements.

z/OS V2.1 is planned to support these System z server models and later server models:

The following IBM System z servers, and earlier servers, are not planned to be supported with z/OS V2.1 and later releases:

In addition, beginning with z/OS V2.1, IBM plans to require the functionality of these storage control units and later control units:

Other information

Availability, prices, ordering information, and terms and conditions will be provided when z/OS Version 2 is announced.

Other statements of direction

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).

https://www.ibm.com/partnerworld/mem/sla.jsp?num=212-086
Trademarks

zEnterprise is a trademark of IBM Corporation in the United States, other countries, or both.

IBM, z/OS, System z, System z9, Parallel Sysplex, System z10, zSeries, VTAM, BookManager and PartnerWorld are registered trademarks of IBM Corporation in the United States, other countries, or both.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

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

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http://www.ibm.com/legal/us/en/

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

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