IBM DB2 and IMS : New tools help you better manage your environmentIBM United States Software Announcement 210-233
August 10, 2010
|Table of contents|
|At a glance|
New and enhanced DB2® and IMS tools deliver:
- Application management: DB2 Sort for z/OS®, V1.1.0
- Recovery management: IMS Recovery Expert for z/OS, V2.1.0
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 DB2 Sort for z/OS, V1.1.0 (5655-W42) is a new DB2 tool that provides high-speed utility sort processing for data stored in DB2 for z/OS. DB2 Sort for z/OS can help improve sorting performance while optimizing overall system efficiency through reduced elapsed time and CPU consumption, and improve memory management by exploiting the advanced facilities of the IBM z/OS operating system and IBM System z® server.
DB2 Sort for z/OS:
- Helps reduce elapsed time and CPU consumption by IBM utilities sort
- Allows flexibility to optimize utility sort processing
- Improves application availability by reducing the batch window for utility maintenance
DB2 Sort for z/OS, V1.1.0 includes a 64-bit API that facilitates information sharing between the sorting software and IBM products that invoke it. The API implements a handshaking algorithm that validates authorized callers and provides improved memory and sort workspace management. IBM DB2 Utilities Suite for z/OS, V9.1.0 (5655-N97) and IBM Utilities Suite for z/OS, V8.1.0 (5655-K61) are supported by the API.
This product is not designed to be a replacement for general purpose sorting products that are invoked through the standard z/OS system sort interface.
IBM IMS Recovery Expert for z/OS, V2.1.0 (5655-S98) is a storage-aware backup and recovery solution that integrates storage processor fast-replication facilities with IMS backup and recovery operations to allow instantaneous backups with no application downtime and to help reduce recovery time, and simplify disaster recovery procedures while using fewer CPU, I/O, and storage resources. The IMS Recovery Expert V2 product belongs to the family of IMS Tools that provides backup and recovery solutions.
IMS Recovery Expert V2 has integrated Intelligent Recovery and Disaster Recovery Managers that analyze recovery assets and establish optimal recovery procedures to help minimize recovery time and recovery point objectives. Recovery jobs are tailored specifically to available backup and hardware resources.
IMS Recovery Expert V2 validates backups to allow users to validate that all data has a backup and that the backup is recoverable. When a recovery needs to be performed, IMS Recovery Expert V2 determines the recovery assets to use, the recovery steps to run, and then manages the entire recovery process for an entire IMS system, an application, or database.
Further, IMS Recovery Expert V2 transforms disaster recovery into a disaster restart process, helping to reduce recovery time objectives (RTO). The tool simplifies and automates the backup, recovery, and disaster recovery processes.
A system backup can remain on disk for local recoveries or can be automatically offloaded to tape for local or remote recovery.
IMS Recovery Expert V2 provides the ability to automate the process of backing up entire IMS subsystems by volume. It also helps safeguard IMS applications and increases application availability with point-in-time recoveries.
IMS Recovery Expert V2 takes advantage of IBM Space Efficient FlashCopy®, IBM or STK Snapshot, and EMC TimeFinder/Snap virtual devices to create IMS system clones from the backups without using additional storage.
IMS Recovery Expert for z/OS, V2.1 can help you:
- Back up entire IMS systems nearly instantaneously with a significantly reduced likelihood of application downtime
- Recover more quickly and more easily using Intelligent Recovery Managers for local and remote recovery support
- Reduce recovery time and complexity with faster restore and parallel recovery (log apply)
- Support efforts to reduce storage costs by utilizing one backup for multiple purposes
- Reduce the effort required to accomplish IMS backup and recovery management through an easier-to-use ISPF interface
- Use fewer CPU, I/O, and tape resources than image copy
- Identify assets and prepare files and JCL for a more successful disaster recovery or disaster restart
- Automatically perform backup validation to achieve more successful recoveries
- Document compliance efforts against internal requirements or federal regulations
- Reduce recovery time objectives by transforming disaster recovery into a disaster restart process
- Eliminate backup windows and extend batch processing windows by eliminating many image copies
- Perform IMS system cloning operations from a system-level backup without increasing storage for the clone when using space-efficient technologies
IMS Recovery Expert for z/OS, V2.1 offers the following key features:
- Automatically identifies volumes for a more complete IMS system backup.
- Creates instant point-in-time backups of an entire IMS system without having to take the system offline or make it unavailable.
- Provides extensive backup validation to verify that IMS files and catalog structures are in the backup to enhance chances of a successful recovery.
- Keeps track of information and options that help perform a system-level backup of individual IMS systems in its metadata repository.
- Provides support for IBM, EMC, and HDS storage and fast replication processes.
- Performs application-level -- database, index, or groups of databases and indexes -- recovery from a system backup.
- Helps you recover more quickly from a disaster by restoring a complete system without requiring you to coordinate individual database recoveries. It transforms traditional IMS disaster recovery procedures into a tape-based disaster restart process.
- Provides a familiar, easier-to-use interface with more flexible options.
- Can save detailed and summary reports with IBM IMS Tools Base for z/OS.
- Allows you to copy system-level backups to tape or disk, including offsite disk, for subsequent restore when required.
- Creates a system-level backup that can be used for system recovery, application recovery, database recovery, or disaster recovery.
- Can invoke compression and encryption services when offloading data to or restoring data from tape using DFSMSdss or Innovation FDR to help reduce tape usage and better safeguard critical data.
- Provides the ability to back up and restore a subset of the IMS system.
- Integrates with IBM IMS Recovery Solution Pack for z/OS to help:
- Forward recover any IMS database or indexes
- Rebuild any nonrecoverable indexes
- Health check a RECON prepared for remote site recovery
- Create image copies and perform pointer validation of recovered databases and indexes
- Provide recovery asset validation at a remote recovery site
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|Planned availability date|
- August 20, 2010, IBM IMS Recovery Expert for z/OS, V2.1 (5655-S98)
- September 24, 2010, IBM DB2 Sort for z/OS, V1.1 (5655-W42)
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Accessibility by people with disabilities
A U.S. Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at
Section 508 of the U.S. Rehabilitation Act
The products in this announcement are capable as of their general availability, 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.
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:
- 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
- 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 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 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 System z IPLA program you selected, refer to the Terms and conditions section.
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Program Program number VRM name 5655-W42 1.1.0 IBM DB2 Sort for z/OS 5655-S98 2.1.0 IBM IMS Recovery Expert for z/OS
Product identification number
Program Subscription and PID number Support PID number 5655-W42 5655-W41 5655-S98 5655-S99
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Product information is available via the Offering Information Web site
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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The IBM Publications Center portal is at
The Publications Center is a worldwide central repository for IBM product and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card or customer number. A large number of publications are available online in various file formats. They can all be downloaded free of charge.
One copy of the following publications is supplied automatically basic with the material.
Title Order number DB2 Sort for z/OS, V1.1 (5655-W42) License Information GC19-2962 Program Directory GI10-8827 IMS Recovery Expert for z/OS, V2.1 (5655-S98) License Information GC19-2472 Program Directory GI10-8796
The publications for products in this announcement cannot be ordered in hardcopy. All the publications in this announcement are available at
Publications are available in PDF format on the next release of this software product library, z/OS and Software Products DVD Collection (SK3T-4271), which requires a DVD drive in DVD-9 (single-sided, dual-layer) format. The IMS Recovery Expert for z/OS, V2.1, User's Guide publication is also available in BookManager® format.
Title Order number DB2 Sort for z/OS, V1.1 (5655-W42) User's Guide SC19-2961 IMS Recovery Expert for z/OS, V2.1 (5655-S98) User's Guide SC19-2473
The following material is available at
- Overview brochure: IBM DB2 and IMS Tools Overview (IMD11760-USEN)
Specification sheets, user's guides, and white papers are also available on CD-ROM. This CD-ROM can be ordered from the IBM Publications Center Portal at
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Specified operating environment
DB2 tools hardware requirements
DB2 Sort for z/OS, V1.1 operates on any System z hardware configuration that supports the required versions of DB2.
IMS tools hardware requirements
IMS Recovery Expert for z/OS, V2.1 operates on any hardware configuration that supports the required versions of IMS. For Fast Replication backups and restores, if using IBM storage, FlashCopy V2 or a functionally equivalent product for FlashCopy, is required.
Mandatory operational requirements
DB2 Sort for z/OS, V1.1 requires:
- z/OS, V1.9 (5694-A01), or later
DB2 Sort for z/OS, V1.1 is designed to operate with:
- DB2 UDB for z/OS, V8.1 (5625-DB2)
- DB2 UDB for z/OS Value Unit Edition, V8.1 (5697-N29)
- DB2 Utilities Suite for z/OS, V8.1 (5655-K61)
- DB2 9 for z/OS, V9.1 (5635-DB2)
- DB2 9 for z/OS Value Unit Edition, V9.1 (5697-P12)
- DB2 Utilities Suite for z/OS, V9.1 (5655-N97)
IMS Recovery Expert for z/OS, V2.1 requires:
- 5694-A01 z/OS, V1.9, or later
IMS Recovery Expert for z/OS, V2.1 is designed to operate with:
- IMS V9.1 (5655-J38)
- IMS V10.1 (5635-A01)
- IMS V11.1 (5635-A02)
IMS Recovery Expert for z/OS, V2.1 has the following conditional operational requirements:
- z/OS, V1.9 (5694-A01), or later, DFSMSdss and FlashCopy, V2 are required for restoring IMS objects from FlashCopy backups on DASD.
- z/OS, V1.9 (5694-A01), or later, DFSMSdss and IBM Encryption Facility for z/OS, V1.2 (5655-P97) are required to perform encryption during offloads.
- z/OS, V1.9 (5694-A01), or later, IBM Cryptographic Services Facility for z/OS (ICSF) is required by DFSMSdss to perform encryption during offloads.
- IMS Recovery Solution Pack for z/OS, V1.1 (5655-V86) is required for any forward recovery processing, Disaster Recovery verification of assets, or Disaster Recovery Health Checking.
- IMS Tools Base for z/OS1, V1.1 (5655-V93) is required for saving reports in IMS Tools Knowledge Base.
- IMS Tools Base for z/OS, a no-charge product, is a mandatory installation requisite for IMS Recovery Solution Pack for z/OS.
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.
For additional information, refer to the Terms and conditions section of this announcement, or to the License Information document that is available on the IBM Software License Agreement Web site
The programs in this announcement are distributed with the following content:
- Basic machine-readable material
- Program Directory
- IBM International Program License Agreement (IPLA)
Security, auditability, and control
The announced programs use the security and auditability features of the host 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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PID Charge Program name number metric DB2 Sort for z/OS, V1.1 5655-W42 Value Unit IMS Recovery Expert for z/OS, V2.1 5655-S98 Value Unit
VU Value Unit
VU Value Unit is the unit of measure by which this program is licensed. VU Value Unit entitlements are based on the quantity of a specific designated measurement, either users or resources, for the given program. A Proof of Entitlement (PoE) must be obtained for the appropriate number of VU Value Units required for your environment as defined by the specific program terms. The VU Value Unit entitlements are specific to the program and may not be exchanged, interchanged, or aggregated with VU Value Unit entitlements of another program. To understand these benefits of VU Value Unit licensing, and to determine how many VU Value Units to obtain for the program, contact your IBM representative.
The following programs have Value Unit-Based pricing.
Program number Program name Value Unit exhibit 5655-W42 DB2 Sort for z/OS, V1.1 VUE007 5655-S98 IMS Recovery Expert VUE007 for z/OS, V2.1
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 VUE007
MSUs MSUs minimum maximum Value Units/MSU Base 1 3 1 Tier A 4 45 0.45 Tier B 46 175 0.36 Tier C 176 315 0.27 Tier D 316 + 0.2
Value Units for mainframes without MSU ratings:
Hardware Value Units/machine MP3000 H30 6 MP3000 H50 8 MP3000 H70 12 ESL models 2
The total number of Value Units is calculated according to the following example.
If your required license capacity is 1,500 MSUs for your selected System z IPLA product, the applicable Value Units would be:
Translation from MSUs to Value Units MSUs * Value Units/MSU = Value 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 to be rounded up to the next integer.
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
The products in this announcement are eligible for On/Off Capacity on Demand (CoD) with a temporary use charge calculated based on MSUs per-day usage.
Translation from MSUs to Value Units MSUs Value Units/MSU Base 1-3 1.00 Tier A 4-45 .45 Tier B 46-175 .36 Tier C 176-315 .27 Tier D 316+ .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: DB2 Sort for z/OS, V1.1 Program PID: 5655-W42 Entitlement License Option / Identifier Description Pricing Metric S016C50 DB2 Sort for z/OS Basic OTC, Value Units Basic OTC, Per MSU-day TUC Orderable Supply ID Language Distribution Medium S016C52 US English 3590 Tape Cartridge Program name: IMS Recovery Expert for z/OS, V2.1 Program PID: 5655-S98 Entitlement License Option / Identifier Description Pricing Metric S0165PK IMS Recovery Expert V2 Basic OTC, Value Units Basic OTC, Per MSU-day TUC Orderable Supply ID Language Distribution Medium S0165PJ US English 3590 Tape Cartridge Subscription and Support PID: 5655-W41 Entitlement Identifier Description License Options/Pricing Metrics S016C53 DB2 Sort for z/OS Basic ASC, per Value Unit SW S&S S&S No charge, decline SW S&S No charge, Per MSU SW S&S registration Orderable Supply ID Language Distribution Medium S016B67 English Hardcopy publication Subscription and Support PID: 5655-S99 Entitlement Identifier Description License Options/Pricing Metrics S0165PD IMS Recovery Basic ASC, per Value Unit SW S&S Expert V2 S&S No charge, decline SW S&S No charge, Per MSU SW S&S registration Orderable Supply ID Language Distribution Medium S0165PG English Hardcopy publication
Subscription and Support
To receive voice technical support via telephone and future releases and versions at no additional charge, Subscription and Support must be ordered. The capacity of Subscription and Support (Value Units) must be the same as the capacity ordered for the product licenses.
To order, specify the Subscription and Support program number (PID) referenced above 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 Software Maintenance (IAASM). This offering:
- Includes and extends the support services provided in the base support to include technical support via telephone.
- Entitles you to future releases and versions, at no additional charge. Note that you are not entitled to new products.
When Subscription and Support is ordered, the charges will automatically renew annually unless cancelled by you.
The combined effect of the IPLA license and the Agreement for Acquisition of Software Maintenance gives you rights and support services comparable to those under the traditional ICA S/390® and System z license or its equivalent. To ensure that you continue to enjoy the level of support you are used to in the ICA business model, you must order both the license for the program and the support for the selected programs at the same Value Unit quantities.
Single version charging
To elect single version charging, you must notify and identify to IBM the prior program and replacement program, and the machine the programs are operating on.
Product deliverables are shipped only via Customized Offerings (for example, CBPDO, ServerPac, SystemPac®).
CBPDO and ServerPac are offered for Internet delivery, where ShopzSeries product ordering is available. Internet delivery of ServerPac may help improve automation and software delivery time. For more details on Internet delivery, refer to the ShopzSeries help information at
Media type for this software product is chosen during the Customized Offerings ordering process. Based on your customer environment, it is recommended that the highest possible density tape media is selected. Currently offered media types are:
- CBPDOs - 3480, 3480 Compressed, 3490E, 3590, 35922
- ServerPacs - 3480, 3480 Compressed, 3490E, 3590, 35922
- SystemPacs - 3480, 3480 Compressed, 3490E, 3590, 35922
- 3592 is highest density media. Selecting 3592 will ship the fewest number of media.
Once a product becomes generally available, it will be included in the next ServerPac and SystemPac monthly update.
Production of software product orders will begin on the planned general availability date.
- CBPDO shipments will begin one week after general availability.
- ServerPac shipments will begin two weeks after inclusion in ServerPac.
- SystemPac shipments will begin four weeks after inclusion in SystemPac due to additional customization, and data input verification.
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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:
- IBM Agreement for Acquisition of Software Maintenance (Z125-6011)
These programs are 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. 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.
License Information form number
Program License Program name number Information DB2 Sort for z/OS, V1.1 5655-W42 GC19-2962 IMS Recovery Expert for z/OS, V2.1 5655-S98 GC19-2472
The programs' License Information will be available for review on the IBM Software License Agreement Web site
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.
Authorization for use on home/portable computer
You may not copy and use this program on another computer without paying additional license fees.
Volume orders (IVO)
Passport Advantage applies
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:
- The System z IPLA program you select
- The applicable Value Unit Exhibit
- The applicable terms
- Whether your current mainframes are full capacity or sub-capacity
For more information on the Value Unit Exhibit for the System z IPLA program you selected, refer to the Ordering information section.
Program Parents - number Program name Terms any of the following 5655-W42 DB2 Sort for z/OS, V1.1 Reference- DB2 V8 (5625-DB2) based DB2 V9 (5635-DB2) DB2 VUE V8 (5697-N29) DB2 VUE V9 (5697-P12) 5655-S98 IMS Recovery Expert Reference- IMS V9.1 (5655-J38) for z/OS, V2.1 based IMS V10.1 (5635-A01) IMS V11.1 (5635-A02)
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 (and z/OS.e) 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 System/370, System/390®, and System z Machine Exhibit (Z125-3901), or visit the Mainframes section of the System z Exhibits Web site
For more information on sub-capacity System z IPLA terms and conditions, refer to Software Announcement 204-184, dated August 10, 2004.
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:
- That meets the criteria defined in Hardware Announcement 198-001, dated January 13, 1998.
- Where MLC pricing is aggregated across the Sysplex
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:
- All instances of the OS/390® operating system must be migrated to the z/OS (or z/OS.e) operating systems
- Any licenses for the OS/390 operating system must be discontinued
- All instances of the z/OS operating (or z/OS.e) systems must be running in z/Architecture® (64-bit) mode
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 Web site
You must comply with all of the terms of the WLC or EWLC offering, whichever is applicable:
- The complete terms and conditions of sub-capacity WLC are defined in the IBM Customer Agreement - Attachment for System z Workload License Charges (Z125-6516).
- The complete terms and conditions for sub-capacity EWLC are defined in the IBM Customer Agreement - Attachment for IBM eServer System z 890 and 800 License Charges (Z125-6587).
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 eServer zSeries® 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 a sub-capacity eligible reference product and machine.
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 Customer Initiated Upgrade and IBM eServer On/Off Capacity on Demand - Software (Z125-6611) must be signed prior to use.
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For additional information and current prices, contact your local IBM representative.
Program Name: DB2 Sort for z/OS, V1.1 Program PID: 5655-W42 Entitlement License Option / Identifier Description Pricing Metric S016C50 DB2 Sort for z/OS Basic OTC, Value Units Basic OTC, per MSU-day TUC Orderable Supply ID Language Distribution Medium S016C52 US English 3590 Tape Cartridge Subscription and Support PID: 5655-W41 Entitlement Identifier Description License Options/Pricing Metrics S016C53 DB2 Sort for z/OS Basic ASC, per Value Unit SW S&S S&S No charge, decline SW S&S Per MSU SW S&S registration Orderable Supply ID Language Distribution Medium S016B67 English Hardcopy publication Program Name: IMS Recovery Expert for z/OS, V2.1 Program PID: 5655-S98 Entitlement License Option / Identifier Description Pricing Metric S0165PK IMS Recovery Expert V2 Basic OTC, Value Units Basic OTC, per MSU-day TUC Orderable Supply ID Language Distribution Medium S0165PJ US English 3590 Tape Cartridge Subscription and Support PID: 5655-S99 Entitlement Identifier Description License Options/Pricing Metrics S0165PD IMS Recovery Basic ASC, per Value Unit SW S&S Expert V2 S&S No charge, decline SW S&S Per MSU SW S&S registration Orderable Supply ID Language Distribution Medium S0165PG English Hardcopy publication
IBM Global Financing
IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit
IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.
Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, permits accelerated implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Available worldwide for credit-qualified customers.
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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) For IBM representative: firstname.lastname@example.org For IBM Business Partner: 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.
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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