IBM Tivoli Allocation Optimizer for z/OS V1.2 is designed to deliver increased application availability for the z/OS platform through self-healing space management

IBM United States Software Announcement 205-326
December 6, 2005

 

 ENUS205-326.PDF (75KB)

Table of contents   Document options  
TOC link At a glance TOC link Technical information
TOC link Overview TOC link IBM Tivoli Enhanced Value-Based Pricing
TOC link Key prerequisites TOC link Ordering information
TOC link Planned availability date TOC link Terms and conditions
TOC link Description TOC link IBM Electronic Services
TOC link Education support TOC link Prices
TOC link Offering Information TOC link Order now
TOC link Publications  
 
Printable version Printable version

 
At a glance

V1.2 key benefits:

  • Helps prevent and reduce costly processing delays and interruptions that can result from X37 abends and JOB FAILED JCL errors
  • Helps to determine the total number of abends avoided or recovered in your system
  • Supports both SMS and non-SMS managed VSAM data sets
  • Automatically detects and recovers from DIRECTORY FULL conditions, thereby preserving business continuity and avoiding costly time-consuming outages
  • Delivers increased flexibility to include specific items in, or exclude specific items from, IBM Tivoli Allocation Optimizer for z/OS V1.2 processing based on new selection criteria that help simplify rule definition

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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Overview

IBM Tivoli® Allocation Optimizer for z/OS® V1.2 is a solution included in the IBM family of products designed to deploy autonomic computing for storage management. Autonomic computing can help increase system and application availability with new levels of automatic self-healing and self-optimizing storage management software designed for enterprises running mission-critical applications on the z/OS platform.

IBM Tivoli Allocation Optimizer for z/OS V1.2 can help provide higher availability. It is designed to proactively enable your z/OS application to heal itself from shortage of space by automatically optimizing allocation requests to help provide more effective use of resources. It also can help prevent and reduce costly processing delays and interruptions that can result from X37-type abnormal ends (abends) and JOB FAILED job control language (JCL) errors that occur due to insufficient disk space during new allocations.

Key new features in Release 2 are designed to:

  • Support Virtual Storage Access Method (VSAM) data sets
  • Give ability to dynamically increase the directory space within a partitioned data set when a DIRECTORY FULL condition occurs
  • Provide comprehensive event recording and reporting options that can help you retain important historical information that can be archived, retrieved, and reported upon using a variety of methods, including the ability to create customized reports
  • Provide enhanced selection criteria support that includes:
    • Systems managed storage (SMS)-related criteria that can enable you to include or exclude SMS-managed data sets based on storage class, storage group, data class, management class, and so on
    • VOLSER support that can enable you to include or exclude allocations based on the VOLSER specification in the JCL
    • Disposition support that can enable you to include or exclude allocations based on the disposition specification in the JCL
    • Unit name support that can enable you to include or exclude allocations based on the unit name specification in the JCL
    • Mount usage type support that can enable you to include or exclude allocations based on the mount usage type specification in the JCL
    • Data set organization support that can enable you to include or exclude allocations based on the DSORG specification in the JCL
    • Temporary data set support that can enable you to include or exclude allocations based on whether or not the data set is a temporary data set

 
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Key prerequisites

Refer to the Software requirements section.


 
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Planned availability date

December 9, 2005
 
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Description

IBM Tivoli Allocation Optimizer for z/OS V1.2 is designed around the concept that any job in a z/OS environment can be susceptible to B37, D37, and E37 abends. These are all space-related issues that can occur during SMS and non-SMS data set allocation or over time as data sets grow during extend processing. If not controlled, these X37 type abends can result in task failure and decreases in productivity and data availability.

The vehicle typically used to drive data set allocation in a z/OS system is JCL. JCL determines the data set's initial size, its ability to grow, its ability to span volumes, and so on. It can be very difficult to match the needs of the data set with appropriate allocation parameters, particularly in light of growth and unexpected demand. Often, JCL is copied from one application to another even though both applications may generate significantly different quantities of data.

Each abend can be the result of slightly different circumstances. When any of these abends occur, IBM Tivoli Allocation Optimizer for z/OS V1.2 is designed to determine the nature of the current abend in process, make appropriate changes to the allocation parameters currently in use, and then retry the allocation (or extend) to help achieve success.

In addition, IBM Tivoli Allocation Optimizer for z/OS V1.2 is designed to release unused space when a data set is closed, which can result in more available space for new allocations and data set extends. This can help prevent X37 type abends by keeping as much free space available as possible.

IBM Tivoli Allocation Optimizer for z/OS V1.2 can help overcome some of the limitations of SMS functionality and provide complementary functionality. SMS does not handle all situations in preventing space-related storage problems and does not provide as much flexibility as needed in the way they are handled.

SMS provides allocation recovery only for new data set allocations and extends on new volumes. Furthermore, SMS recovery options can be biased toward the addition of new volumes or increased fragmentation of the data set. The implementation of volume recovery under SMS tends to consume either catalog space or internal control block storage, both valuable commodities and potentially limiting factors for you.

You may have valid business reasons why SMS may not be fully implemented in your environment. In this scenario, IBM Tivoli Allocation Optimizer for z/OS V1.2 can provide significant benefits by helping to avoid the fear, uncertainty, and doubt that can exist in your environment when you know that non-SMS managed data sets are not totally protected and the most susceptible to abending.

The following features of IBM Tivoli Allocation Optimizer for z/OS V1.2 are designed to help overcome related limitations:

  • Most unsuccessful direct access storage device (DASD) allocations are eligible for recovery (with the exception of certain system data sets).
  • Maximum use of the current volume can be obtained before an attempt is made to allocate additional volumes.
  • Fragmentation of the data on a single volume and across multiple volumes can be limited.
  • Valuable catalog space and memory-based control block storage can be kept to a minimum.

X37 abend recovery

Controlled reduction of primary space to fit existing available space: This function helps avoid JOB FAILED JCL errors due to insufficient space for primary allocation.

This function is performed during allocation when it is determined that a new data set will cause a JOB FAILED JCL error due to insufficient space for the primary allocation. When an out-of-space condition occurs for a primary allocation, the original allocation will be reduced by a user-specified amount, up to a maximum value, until the allocation is successful.

Reduction of secondary allocation: This function helps avoid job failures that are caused by B37 abends.

This function helps increase the chances for successful job completion when the operating system fails to acquire the secondary allocation amount needed to successfully complete the job. When this situation occurs, a B37 abend can result. During B37 abend processing, this function decreases the secondary allocation to fit in the largest single extent on the volume, and then redrives the space acquisition processing.

Dynamic addition of volumes (DASD): This function helps avoid out-of-space conditions during end-of-volume processing.

During end-of-volume processing, this function dynamically adds another volume, when the secondary allocation space request cannot be satisfied on the current volume, and properly handles any requisite catalog updates.

X37 abend prevention and avoidance

Automatic addition of secondary allocation if none specified: This function helps avoid job failures that are caused by D37 abends.

This function adds a secondary allocation during D37 processing if no secondary space value has been specified. Data sets that are created with only a primary allocation are not extended when the primary allocation is full; thus, an abend can occur. During D37 processing, this function obtains control and adds a secondary space value (based on a percentage of the original primary allocation amount) if no secondary allocation has been specified.

Release unused data set space: This function is designed to automatically release all, or a portion of, unused space when a data set is closed. This function can help increase the availability of available space for other tasks in the system.

Secondary allocation quantity reduction to largest free extent: Prior to an attempt to acquire a secondary allocation quantity, this function is designed to reduce the secondary allocation quantity to the size of the largest free extent. This can help reduce the possibility of the program receiving a space-related abend. It also can help reduce fragmentation of the data set.

Secondary allocation quantity increase: This function is designed to increase the amount of the secondary allocation quantity by a percentage of the original secondary quantity starting at a specified extent number. This helps avoid space-related abends by adjusting the allocation quantity upward if an unusual increase occurs in the size of the data set. Unexpected increases in the space requirements of a data set can occur due to incremental growth of the application over time or due to a single, large spike in activity.

Other features

Flexible rule definitions: This feature is designed to provide you with flexible, extensive rule definitions that can enable you to specify the data sets to include in, or the data sets to exclude from, (the selection criteria) IBM Tivoli Allocation Optimizer for z/OS V1.2 processing. By using the associated selection criteria, it also lets you specify the functions (and the values for those functions) to perform when a match is found.

Volume group support: This feature helps you define DASD volume groups from which you can select additional volumes as needed. You can define volume groups in three ways by:

  • Providing an explicit list of volumes
  • Providing a name of a volume group that has been defined by a system programmer
  • Providing a device type (generic or esoteric); for example, UNIT=3380 or UNIT=SYSDA

Time Sharing Option/Interactive System Productivity Facility (TSO/ISPF) interface: This feature provides an online user interface that can allow you to easily build and manipulate rule definition, volume group, and subsystem option members. In addition, rule and volume group definition syntax can be checked for validity prior to activation. Moreover, you can view and update the status of the product as well as display current statistical information. Many critical commands and functions can be protected using standard security interfaces.

Message facility: The flexible message facility is responsible for all message handling for batch jobs regarding product processing. It allows you to determine the actions taken by the product (and the reasons for the actions).

V1.2 enhancements

In V1.2, the already powerful features of IBM Tivoli Allocation Optimizer for z/OS are further extended with the following dynamic features.

VSAM support

VSAM support has been added. Specifically, PRIM_REDUCE, SEC_REDUCE, SEC_BEST, and VOL_ADD functions and their associated keywords are all supported for VSAM; and they operate in the same manner as they do for non-VSAM data sets.

All VSAM data set types are supported:

  • Key Sequenced Data Set (KSDS)
  • Entry Sequenced Data Set (ESDS)
  • Relative Record Data Set (RRDS)
  • Variable-length Relative Record Data Set (VRRDS)
  • Linear Data Set (LDS)

IBM Tivoli Allocation Optimizer for z/OS V1.2 VSAM support includes:

  • Alternate indexes
  • Index and data components of clusters (where applicable)
  • Striped data sets (single and multiple)

Note: IBM Tivoli Allocation Optimizer for z/OS V1.2 only handles Integrated Catalog Facility (ICF) data sets (both SMS and non-SMS managed).

Dynamic Partitioned Data Set (PDS) directory increase function

IBM Tivoli Allocation Optimizer for z/OS V1.2 PDS_DIR_INC function helps detect and recover DIRECTORY FULL conditions by dynamically increasing the directory space within a partitioned data set when a DIRECTORY FULL condition occurs. Typically, this situation results in an abend which can require a significant amount of effort to resolve (a new data set with more directory blocks must be created and all of the members from the previous data set must be copied to this new data set). With IBM Tivoli Allocation Optimizer for z/OS V1.2, this time-consuming, potentially error-prone task can be avoided. It is designed so the directory size can be automatically increased and processing can continue helping to reduce negative impact to critical business operations.

The S1_INTERCEPT parameter can enable you to disable the STOW intercept when conflicts occur with other software that intercepts STOW processing. The STOW intercept provides support for the PDS_DIR_INC function.

Event recording and reporting

IBM Tivoli Allocation Optimizer for z/OS V1.2 provides a comprehensive event recording and reporting facility to help you:

  • Evaluate product benefits
  • Obtain information about specific events that IBM Tivoli Allocation Optimizer for z/OS V1.2 encountered and the subsequent actions taken for a particular job or time frame

You can record and retain historical information that can be archived and later retrieved and reported upon in a variety of formats. Event history can be viewed using the online dialog or by using the batch reporting utility. From one Interactive System Productivity Facility (ISPF) screen, you can determine the total number of abends and errors that IBM Tivoli Allocation Optimizer for z/OS V1.2 has either avoided or recovered within your system. Summary information is available on the specific number and type of each abend occurrence. IBM Tivoli Allocation Optimizer for z/OS V1.2 also provides a DSECT of the record layouts to help you create your own customized reporting programs tailored specifically to your needs.

Expanded flexibility and support for defining V1.2 processing

V1.2 has enhanced and simplified the ability to specify selection criteria to define and customize IBM Tivoli Allocation Optimizer for z/OS processing.

Support for selection by SMS-related criteria: IBM Tivoli Allocation Optimizer for z/OS V1.2 is a logical choice to complement SMS. When you use IBM Tivoli Allocation Optimizer for z/OS V1.2 in conjunction with SMS, the majority of unsuccessful DASD allocations are eligible for recovery.

You can use IBM Tivoli Allocation Optimizer for z/OS V1.2 SMS-related keywords to customize IBM Tivoli Allocation Optimizer for z/OS V1 processing for your SMS environment. For example, you can specify whether or not IBM Tivoli Allocation Optimizer for z/OS V1.2 processing should include only those data sets that have been assigned a particular storage class, storage group, data class, or management class.

Support for selection by VOLSER: Many users in a non-SMS environment specify the VOLSER keyword in their JCL. The addition of the VOLSER_CURRENT and VOLSER_FIRST selection criteria keywords enables these users to include or exclude allocations based on the VOLSER specification in the JCL. The VOLSER_CURRENT keyword specifies a volume serial number of the current volume being processed when a particular function is being performed. The VOLSER_FIRST keyword specifies a volume serial number of the first volume of the data set.

Support for selection by disposition: The following disposition selection criteria keywords enable you to include or exclude allocations based on the disposition specification in the JCL:

Keyword          Specifies
 
ADISP            The abnormal termination disposition
NDISP            The normal termination disposition
SDISP            The status disposition

Support for selection by unit name: The UNIT_NAME keyword enables users to include allocations in, or exclude allocations from, IBM Tivoli Allocation Optimizer for z/OS V1.2 processing based on generic or esoteric unit names.

Support for selection by mount usage type: The MOUNT_USAGE keyword enables you to include allocations in, or exclude allocations from, IBM Tivoli Allocation Optimizer for z/OS V1.2 based on the mount usage type (PUBLIC, PRIVATE, or STORAGE) of the current volume (at the time an IBM Tivoli Allocation Optimizer for z/OS V1.2 function is being performed).

Support for selection by data set organization: The DSORG selection criteria keyword enables you to specify the type of data set organization (physical sequential, partitioned organized, direct access, VSAM, or non-VSAM) to include in, or exclude from IBM Tivoli Allocation Optimizer for z/OS V1.2 processing.

Support for selection by temporary data set usage: The TEMPDS keyword enables you to include or exclude temporary data sets from IBM Tivoli Allocation Optimizer for z/OS V1.2 processing.

Section 508 of the U.S. Rehabilitation Act

IBM Tivoli Allocation Optimizer for z/OS V1.2 is capable as of December 6, 2005, when used in accordance with IBM's associated documentation, of satisfying the applicable requirements of Section 508 of the Rehabilitation Act, provided that any assistive technology used with the product properly interoperates with it. A U.S. Section 508 Voluntary Product Accessibility Template (VPAT) can be requested via IBM's Web site at the following

Value Unit-based pricing

Value Unit pricing for eligible zSeries® IPLA programs enables a lower cost of incremental growth and enterprise aggregation. Each zSeries 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 customers. For each zSeries 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 for customers. The quantity of each zSeries IPLA program that you have acquired is referred to as "entitled license capacity." If you wish to grow your entitled license capacity for a zSeries IPLA program, the calculation to determine additional needed Value Units is based upon the number of Value Units already acquired.

For each zSeries IPLA program with Value Unit Pricing, you should:

  • Determine the required license capacity, in MSUs
  • Aggregate the MSUs across the enterprise
  • Convert the total MSUs to Value Units, using the applicable Value Unit Exhibit, and
  • Multiply the price per Value Unit by the total number of Value Units to determine the total cost.

To simplify conversion from the designated measurement to VUs 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 Web site

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 zSeries IPLA program you selected, refer to the Terms and conditions section.

IPLA and Subscription and Support considerations

IPLA licenses can be transferred from one machine to another within, but not limited to, an enterprise. The customer may aggregate the capacity for all the processors the product is operated on to achieve a more economic price. This will result in a single Proof of Entitlement. It is the customer's responsibility to manage the distribution of Value Units within the limits of the entitlement of the product license.

Subscription and Support must cover the same capacity as the product license entitlement. Subscription and Support will be available in the country in which the agreement is made.

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).

BP Attachment for Announcement Letter 205-326

Trademarks

 
z/OS, Tivoli, and zSeries are registered trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Other company, product, and service names may be trademarks or service marks of others.

 
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Education support

Training is available or will be available for IBM Tivoli® products. Education is offered through IBM Global Services — IT Education Services and through IBM Tivoli Software Authorized Training Providers.

For current information on IBM Tivoli software education, visit the IBM Tivoli software education Web page at

Current schedule information for IBM Tivoli training is available on the IBM Tivoli software education schedules Web page at


 
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Offering Information

Product information is available via the Offering Information Web site


 
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Publications

The following publication is supplied with the basic machine-readable material:

                                                       Form
Title                                                  number
 
IBM Tivoli Allocation Optimizer for                    GI11-4028
 z/OS(R) V1.2 Program Directory

The publication listed below can be downloaded from the following Web site after the planned availability date

                                                       Form
Title                                                  number
 
IBM Tivoli Allocation Optimizer                        SC32-9127
 for z/OS V1.2 User's Guide

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 50 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.

News of many publications may be subscribed to via Mysupport


 
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Technical information

Specified operating environment

Hardware requirements

IBM Tivoli Allocation Optimizer for z/OS V1.2 will run on any hardware capable of running z/OS.

Software requirements

IBM Tivoli Allocation Optimizer for z/OS V1.2 can run on z/OS (5694-A01), Release 1.4 and higher.

Planning information

Direct customer support: Direct customer support is provided by IBM Operational Support Services — SoftwareXcel. This fee service enhances customers' productivity by providing voice and electronic access into the IBM support organization. IBM Operational Support Services — SoftwareXcel will help 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

Packaging: IBM Tivoli Allocation Optimizer for z/OS V1.2 is distributed with:

  • International Program License Agreement (Z125-3301)
  • License Information document (GC32-9132)
  • 3480 tape cartridge
  • Program Directory

Security, auditability, and control

IBM Tivoli Allocation Optimizer for z/OS V1.2 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 Tivoli Enhanced Value-Based Pricing

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 IBM 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's pSeries® 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/UNIX® and Microsoft™ Windows™/Intel™ technologies, in order to simplify the customer's licensing requirements, and to provide a smoother, more scalable model. Pricing and licensing does not differentiate between non-zSeries® server platforms or operating systems. For some products, this platform neutrality extends to zSeries and other host servers as well.

IBM Tivoli Enhanced Value-Based Pricing terminology definitions

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 zSeries or OS/390® server. Consequently, executing Linux workload on the IBM Integrated Facility for Linux will not, in most cases, result in any increased IBM software charges for z/OS, OS/390, VM, VSE, or TPF operating systems or applications. There is, as indicated, a charge associated with the IFL, and there may also be a charge for applications that 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 S/390 traditional 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, is supported by the IBM IFL.

Millions of Service Units (MSU): An MSU is defined as millions of Central Processing Unit (CPU) service units per hour; the measure of capacity used to describe the computing power of the hardware processors on which S/390 or zSeries software runs. Processor MSU values are determined by the hardware vendor, IBM, or Software Compatible Vendors (SCVs).

For more detailed information about zSeries software pricing, go to

Partitions: 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.

Processor (per processor charging under full capacity): In full capacity charging, proof of entitlements must be acquired for all activated "processors" (available for use) that are on the server where the program or a component of the program is run.

Notes:

  1. IBM defines a physical processor in a computer as a functional unit that interprets and executes instructions. A physical processor consists of at least an instruction control unit and one or more arithmetic and logic units.
  2. Multicore technology allows two or more processors (commonly called "cores") to be active on a single silicon chip. With multicore technology, IBM considers each core to be a physical processor. For example, in a dual-core chip, there are two physical processors residing on the single silicon chip.
  3. In the IBM eServer zSeries IFL environment, each IFL engine is considered a single physical processor.
  4. Threading, a technique that makes a single processor seem to perform as two or more, does not affect the count of physical processors.
  5. Where blade technology is employed, each blade is considered a separate server and charging is based upon the total number of processors on the blade on which the program is run.
  6. When a server is shipped with six processors, but two of them are inactive, four processors are active for the customer.

Managed Processor (charging under full capacity in the managed environment): Charges are based on the active processors on the machines in the computing environment affiliated with the program rather than on the server where the program is run. The managed processors which require proofs of entitlement (POE) are defined in the Charges section of the announcement or in the License Information's program-unique terms.

Notes:

  1. IBM defines a physical processor in a computer as a functional unit that interprets and executes instructions. A physical processor consists of at least an instruction control unit and one or more arithmetic and logic units.
  2. Multicore technology allows two or more processors (commonly called "cores") to be active on a single silicon chip. With multicore technology, IBM considers each core to be a physical processor. For example, in a dual-core chip, there are two physical processors residing on the single silicon chip.
  3. The program may not run on some or all of the processors for which POEs are required for the program's valuation method.
  4. In the IBM eServer zSeries IFL environment, each IFL engine is considered a single physical processor.
  5. Threading, a technique that makes a single processor seem to perform as two or more, does not affect the count of physical processors.
  6. Where blade technology is employed, each blade is considered a separate server and charging is based upon the total number of processors on the blades with which the program is affiliated.

Server: A server is a computer system that executes requested procedures, commands, or applications to one or more clients and/or other devices over a network. Examples include, but are not limited to, file servers, print servers, mail servers, database servers, application servers, and Web servers.

Standby or Backup Systems: For programs running or resident on backup machines, IBM defines three types of situations: cold, warm, and hot. In the 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 another 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, and so on), the program is considered to be doing work in the hot situation and a license or entitlement must be purchased.

Value Units: A Value Unit is a metric used to compute license quantities, is program specific, and is typically only used on products managing zSeries systems.

Product and licensing Web sites: A complete list of IBM Tivoli products is available at Web site

IBM Tivoli product licensing documents are available at Web site

Pricing example

IBM Tivoli Allocation Optimizer for z/OS V1.2

The product is licensed in VUE007.

The scales below are used to calculate the equivalent number of Value Units for a specified number of MSUs.

In the example below, the customer is managing 1,500 MSUs:

                                      Value
                                      Units/              Value
MSUs                                  MSU                 Units
 
Base                    3             1.00                  3.00
Tier A                 42              .45                 18.90
Tier B                130              .36                 46.80
Tier C                140              .27                 37.80
Tier D              1,185              .20                237.00
 
Total               1,500                                 343.50

When calculating the total number of Value Units, the sum is rounded up to the next integer. So the customer will need to license 344 Value Units in this example.

Value Units for non-MSU-based S/390 processors:

                                                 Value
                                                 Units/
          System                                 system
 
          MP3000 H30                              6
          MP3000 H50                              8
          MP3000 H70                             12
          ESL Models                              2

Value Units for IBM 9672 processors are based upon the full capacity of these systems. This is applicable to all zSeries 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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Ordering information

The program in this announcement has Value Unit-based pricing.

                                                         Value
Program                                                  Unit
number              Program name                         Exhibit
 
5698-A30            IBM Tivoli Allocation                VUE007
                     Optimizer for z/OS V1.2

For each zSeries 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:

  • The zSeries IPLA program you select
  • The applicable Value Unit Exhibit
  • The applicable terms

Value Unit Exhibit VUE007

                                                          Value
                  MSUs                MSUs                Units/
                  minimum             maximum             MSU
 
Base                1                   3                 1.00
Tier A              4                  45                 0.45
Tier B             46                 175                 0.36
Tier C            176                 315                 0.27
Tier D            316                   +                 0.20

Value Units for mainframes without MSU ratings:

                                                 Value
                                                 Units/
          Hardware                               machine
 
          MP3000 H30                              6
          MP3000 H50                              8
          MP3000 H70                             12
          ESL Models                              2

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 U.S. 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 Web site at

Basic license

Current licensees: Current licensees with support in effect will receive instructions on how to order this update.

New licensees: Orders for new licenses will be accepted now.

Shipment will begin on the planned availability date.

Ordering information for 5698-xxx MSU-based zSeries offering

Translation from MSUs to Value Units

                                                          Value
                                                          Units/
                            MSUs                          MSU
 
Base                        1-3                           1.00
Tier A                      4-45                          0.45
Tier B                      46-175                        0.36
 
Tier C                      176-315                       0.27
Tier D                      316+                          0.20

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 Allocation Optimizer for z/OS
Program PID: 5698-A30

Entitlement                                  License option/
identifier          Description              pricing metric
 
S0114LP             IBM Tivoli               Basic OTC,
                     Allocation               per Value Unit
                     Optimizer
                     for z/OS

Orderable                                           Distribution
supply ID                  Language                 medium
 
S0114LT                    English                  3480 tape
                                                     cartridge

Subscription and Support PID: 5698-S62

Entitlement                                  License option/
identifier          Description              pricing metric
 
S0114LX             IBM Tivoli               Basic ALC, per
                     Allocation               Value Unit SW S&S
                     Optimizer               No charge,
                     for z/OS                 decline SW S&S
                     One Year                Per MSU SW S&S
                     Subscription             registration
                     and Support

Orderable                                           Distribution
supply ID                  Language                 medium
 
S0114LW                    English                  Hardcopy pub

Ordering information for On/Off Capacity on Demand

IBM Tivoli Allocation Optimizer for z/OS is eligible for On/Off Capacity on Demand (On/Off CoD) with a Temporary Use Charge calculated based on MSUs-per-day usage.

Program name: IBM Tivoli Allocation Optimizer for z/OS
Program PID: 5698-A30

Entitlement                                  License option/
identifier          Description              pricing metric
 
S0114LP             IBM Tivoli               Basic OTC,
                     Allocation               Per MSU-day TUC
                     Optimizer
for z/OS

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:

  • Includes and extends the support services provided in the base support to include technical support via telephone during normal business hours.
  • Entitles customers to future releases and versions at no additional charge. Note that the customer is not entitled to new products.

When Subscription and Support is ordered, the charges will renew automatically annually unless cancelled by the customer.

Customized Offerings

Product media is shipped only via Customized Offerings (for example, CBPDO, ServerPac, SystemPac®). Noncustomized items (CDs, diskettes, source media, media kits) will continue to be shipped via the stand-alone product.
 
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Terms and conditions

Licensing: IBM International Program License Agreement and License Information document. Proofs of Entitlement (PoE) are required for all authorized use.

This program is licensed under the IBM Program License Agreement (IPLA) and the associated IBM Agreement for Acquisition of Software Maintenance (IAASM), which provides for support with ongoing access to releases and versions of the program. These programs have 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. S/390 and zSeries IBM Operational Support Services — SoftwareXcel is an option for those customers who desire added services.

Limited warranty applies: Yes

Warranty: This program has warranty for a minimum of one year from acquisition from IBM or authorized IBM Business Partner. The warranty provided to the customer, for at least one year from acquisition, is access to databases (read Web sites) for program information and FAQs, including any known fixes to defects, which the customer can download or obtain otherwise and install at leisure.

Program support: Enhanced Support, called Subscription and Support, 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. The customer will be notified of discontinuance of support with 12 months' notice.

Money-back guarantee: If for any reason you are dissatisfied with the program and you are the original licensee, return it within 30 days from the invoice date, to the party (either IBM or its reseller) from whom you acquired it, for a 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 the customer.

Copy and use on home/portable computer: No

Volume orders (IVO): No

Passport Advantage® applies: No

Usage restriction: Yes

Usage is limited to the quantity of Value Units licensed.

Software Maintenance 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 newly announced 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 SoftwareXcel offering, visit

For additional information on the revised IBM Operational Support Services, refer to Services Announcement 601-023 , dated July 10, 2001.

IBM Operational Support Services — SoftwareXcel: Yes

iSeries™ Software Maintenance applies: No

Variable charges apply: No

Educational allowance available: Yes, a 15% education allowance applies to qualified education institution customers.

On/Off Capacity on Demand

To be eligible for On/Off Capacity on Demand pricing, customers must be enabled for temporary capacity on the corresponding hardware, and the required contract — Z125-6611, Attachment for Customer Initiated Upgrade and IBM eServer On/Off Capacity on Demand — Software — must be signed prior to use.
 
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IBM Electronic Services

IBM Global Services has transformed its delivery of hardware and software support services to put you on the road to higher systems availability. IBM Electronic Services is a Web-enabled solution that provides you with an exclusive, no-additional-charge enhancement to the service and support on the IBM eServer. You should benefit from greater system availability due to faster problem resolution and preemptive monitoring. IBM Electronic Services is comprised of two separate, but complementary, elements: IBM Electronic Services news page and IBM Electronic Service Agent™.

IBM Electronic Services news page provides you with a single Internet entry point that replaces the multiple entry points traditionally used by customers to access IBM Internet services and support. The news page enables you to gain easier access to IBM resources for assistance in resolving technical problems.

The IBM Electronic Service Agent is no-additional-charge software that resides on your IBM eServer system. It is designed to proactively monitor events and transmit system inventory information to IBM on a periodic, customer-defined timetable. The IBM Electronic Service Agent tracks system inventory, hardware error logs, and performance information. If the server is under a current IBM maintenance service agreement or within the IBM warranty period, the Service Agent automatically reports hardware problems to IBM. Early knowledge about potential problems enables IBM to provide proactive service that maintains higher system availability and performance. In addition, information collected through the Service Agent will be made available to IBM service support representatives when they are helping answer your questions or diagnosing problems.

To learn how IBM Electronic Services can work for you, visit


 
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Prices

Prices are unaffected by this announcement.

Information on charges is available at Web site

In the Electronic tools category, select the option for "Purchase/upgrade tools."

Pricing for 5698-A30 MSU-based zSeries offering

Program name: IBM Tivoli Allocation Optimizer for z/OS
Program PID: 5698-A30

Entitlement                                  License option/
identifier          Description              pricing metric
 
S0114LP             IBM Tivoli               Basic OTC,
                     Allocation               per Value Unit
                    Optimizer                Basic OTC,
                     for z/OS                 per MSU-day TUC

Subscription and Support PID: 5698-S62

Entitlement                                  License option/
identifier          Description              pricing metric
 
S0114LX             IBM Tivoli               Basic ALC, per
                     Allocation               Value Unit SW S&S
                     Optimizer               No charge,
                     for z/OS                 decline SW S&S
                     One Year                Per MSU SW S&S
                     Subscription             registration
                     and Support

 
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Order now

To order, contact the Americas Call Centers, 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)
 Internet:  callserv@ca.ibm.com
 Mail:      IBM Americas Call Centers
            Dept. Teleweb Customer Support, 9th floor
            105 Moatfield Drive
            North York, Ontario
            Canada M3B 3R1
 
 Reference: LE001

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.

Trademarks

 
Virtual Image Facility, System/370, iSeries, and Electronic Service Agent are trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Tivoli, z/OS, pSeries, Scalable POWERparallel Systems, zSeries, OS/390, S/390, eServer, System/390, SystemPac, and Passport Advantage are registered trademarks of International Business Machines Corporation in the United States or other countries or both.
 
Intel is a trademark of Intel Corporation.
 
Microsoft and Windows are trademarks of Microsoft Corporation.
 
UNIX is a registered trademark of the Open Company in the United States and other countries.
 
Linux is a 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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