IBM DB2 Query Management Facility for z/OS, V12.1 supports additional data sources and extends self-service business intelligence to more data types and programs

IBM Europe, Middle East, and Africa Software Announcement ZP16-0505
October 4, 2016


Table of contents
OverviewOverviewTechnical informationTechnical information
Key prerequisitesKey prerequisitesOrdering informationOrdering information
Planned availability datePlanned availability dateTerms and conditionsTerms and conditions
DescriptionDescriptionPricesPrices
Program numberProgram numberAnnouncement countriesAnnouncement countries
PublicationsPublications 


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At a glance
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IBM® DB2® Query Management Facility™  for z/OS®, V12.1 is a comprehensive business analytics solution that provides interactive dashboards, graphical reports, self-service BI, batch reports, and analytics through web, workstation, and mobile interfaces. It supports most structured and unstructured data sources, and is optimized for IBM z Systems™ sources such as IBM DB2 for z/OS and VSAM.

New in this release:

  • QMF™ continues to expand the data sources it supports and is enabled to be a data source to other applications.
    • QMF brings its comprehensive support of data sources to its QMF TSO/ CICS® client. In addition to DB2 for z/OS and IMS™, the QMF TSO/ CICS client can now access IBM z™/OS data sources such as VSAM, ADABAS, flat files, and log data. The support also enables access to non-z/OS data sources, including relational and nonrelational data sources.
    • QMF TSO and CICS clients add significant performance and storage improvements in V12.1 through an additional database thread employed for user activities. QMF users also now have the ability to control the fetch buffer size, which could reduce storage requirements and boost fetch performance.
    • QMF adds folder-based data sources and IBM Cognos® 10 BI content to its supported data sources.
    • QMF objects can now be used as data sources in QMF or external applications.


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Overview
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DB2 Query Management Facility for z/OS, V12.1 expands the data sources it supports and adds this comprehensive access to its QMF TSO and CICS client. The QMF TSO and CICS clients now have the ability to access most z/OS data plus most structured and unstructured mainframe data, enabling users to do "in-place" analytics.

QMF TSO and CICS clients add significant performance and storage improvements in V12.1 through an additional database thread employed for user activities. QMF users also now have the ability to control the fetch buffer size, which could reduce storage requirements and boost fetch performance.

QMF users can also now leverage Cognos 10 BI content, including queries and PowerCubes. This enables users to include Cognos content when creating QMF dashboards and objects.

QMF also now supports folder-based data sources, which will be represented to the user as a table. Supported file types are: xls, xslx, txt, and csv. Excel files are represented as schemas, and tabs within the files will become tables.

A QMF web API has been added that enables access to QMF through RESTful Web Service. Additionally, QMF objects can now be used as virtual tables in its data virtualization service. Both of these enhancements enable QMF to now be a data source to external applications.

QMF continues its close synergy with the IBM DB2 Analytics Accelerator and provides the following enhancements in this release:

  • The QMF web and workstation clients have enhanced support for the IBM Analytics Accelerator:
    • QMF data can now be saved directly to Accelerator Only tables or Accelerator Shadow tables. This enables QMF queries to take advantage of the speed of executing to Accelerator Only tables and Accelerator Shadow tables.
    • Administrative and usability enhancements allow for better control of the Analytics Accelerator and QMF usage, plus better information of the available accelerators to the QMF clients.

The QMF Vision interface is enhanced to work directly with data files and is now integrated with IBM Connections™ for enhanced collaboration.



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Key prerequisites
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DB2 QMF operates on any z Systems™ hardware configuration that supports the required software. Refer to the Hardware requirements and Software requirements sections for details.



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Planned availability date
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October 21, 2016



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Description
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QMF for z/OS helps you to connect to and query virtually any data source required by the enterprise: relational (DB2, SQL Server, Oracle, and others), nonrelational (Spark, Hadoop, and web services), and mainframe (including VSAM, ADABAS, IMS, and CICS).

QMF for z/OS delivers the ability to perform fast analytics in place, without the need for ETL, with its new data virtualization service. It also works well with the DB2 Analytics Accelerator for z/OS, which can give you excellent response times for your analytical queries. DB2 QMF can be deployed so that the bulk of its workload is zIIP1 eligible for increased cost-effectiveness.

DB2 QMF's data service enables access to numerous data sources and greatly eliminates the need to move data in order to perform your analytics. It enables you to obtain real-time analytics insights using a high-performance, in-memory mainframe solution. The need for real-time information requires a high-performance data architecture that can handle the extreme volumes and unique requirements of mainframe data and that is transparent to the business user.

DB2 QMF's data service includes several query optimization features, such as parallel I/O and MapReduce. Multiple, parallel threads handle input requests, continually streaming and buffering data to the client. The mainframe MapReduce technology greatly reduces the elapsed time of the query by accessing the database with multiple threads that read the file in parallel. Data definitions and schema information are extracted from a variety of places to create virtual tables. All of the implementation details are hidden to the user, presented instead as a single logical data source. The logical data source is easily administered through the Eclipse-based QMF Data Service Studio. With this enhancement, DB2 QMF supports a broader range of data sources, including:

  • Mainframe: Relational/nonrelational databases and file structures: ADABAS, DB2, IMS, VSAM, and Physical Sequential; CICS and IMS
  • Distributed: Databases running on Linux™, UNIX™, and Microsoft™
  • Windows™ platforms: DB2, Oracle, Informix®, Derby, and SQL Server
  • Cloud and big data: Cloud-based relational and nonrelational data, and support for Hadoop

With version 12.1, you can access these data sources through the QMF for TSO and CICS client and QMF for Workstation and QMF for WebSphere®.

QMF TSO and CICS clients add significant performance and storage improvements in V12.1 through an additional database thread employed for user activities. QMF users also now have the ability to control the fetch buffer size, which could reduce storage requirements and boost fetch performance.

QMF Vision is the web client interface that enables you to create, modify, and drill down on data visualizations that are displayed on a dashboard. Users have the ability to drag and drop whatever dimensions or measures are needed, or add more variables for increased drill-down capability. Column, pie, treemap, geo map, line, scatter charts, and many more chart objects are available. This gives a business user the ability to analyze data and provide insights that might not be readily apparent.

The most commonly requested guided analytics capabilities, such as outlier detection and cardinality, are now provided out of the box. These capabilities are integrated into the architecture for an intuitive analysis experience. For one-off decision making, you can quickly create simple reports using the tabular chart, which gives you a line-by-line view of summary data. Reports can be formatted to produce multilevel grouping, hierarchical structures, and dynamic cross tabulations, all for greater readability. Flat files (for example, csv and Excel) can be uploaded directly to QMF Vision and users can leverage data from Cognos BI Content. This enhancement makes it simple to share insights and collaborate with other users.

Dashboards can be dropped into the chat window and other users can immediately start collaborating. They can discuss performance results, strategy, and opportunities and discover new insights about the data. Users can connect to new data sources as well as work with existing QMF queries and tables. QMF Vision now integrates with IBM Connections, enabling users to share and discuss dashboards created in QMF Vision across IBM Connections Communities.

1
This information provides only general descriptions of the types and portions of workloads that are eligible for execution on Specialty Engines (SEs). IBM authorizes customers to use IBM SEs such as zIIPs, zAAPs, and IFLs only to execute the processing of Eligible Workloads of specific programs expressly authorized by IBM as specified in the Authorized Use Table for IBM Machines (AUT).

No other workload processing is authorized for execution on an SE. IBM offers SEs at a lower price than General Processors and Central Processors because customers are authorized to use SEs only to process certain types or amounts of workloads as specified by IBM in the AUT.

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be found on the Product accessibility information website.

Value Unit-based pricing

Value Unit pricing for eligible IBM z Systems IBM International Program License Agreement (IPLA) programs enables a lower cost of incremental growth and enterprise aggregation. Each z Systems 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 z Systems 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 z Systems IPLA program that you have acquired is referred to as entitled license capacity. If you want to grow your entitled license capacity for a z Systems IPLA program, the calculation to determine additional needed Value Units is based upon the number of Value Units already acquired.

For each z Systems 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, go to the IBM System z® Software Pricing website.

Note that Value Units of a given product cannot be exchanged, interchanged, or aggregated with Value Units of another product.

To determine the required license capacity for the z Systems IPLA program you selected, refer to the Terms and conditions section.



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Program number
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Program number VRM Program name
5697-QM2 12.1.0 IBM DB2 Query Management Facility for z/OS

Product identification number

Program PID number Subscription and Support PID number
5697-QM2 5697-QSS


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Offering Information
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Product information is available on the IBM Offering Information website.



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Publications
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The following publications are shipped with the product.

Title Order number
IBM DB2 Query Management Facility for z/OS, V12.1  
License Information GC27-9105
Program Directory (US English) GI13-4645
Program Directory (Multilanguage) GI13-4646
QMF distributed components DVD (ENU and MUL) LK5T-8907

The following publications cannot be ordered in hardcopy. These publications are available on the DB2 Tools Product Documentation web page.

Title Order number
DB2 Query Management Facility for z/OS, V12. .1  
Introducing DB2 QMF GC27-8876
Installing and Managing DB2 QMF for TSO and CICS GC27-8877
Developing DB2 QMF applications SC27-8878
DB2 QMF Reference SC27-8880
DB2 QMF Messages and Codes GC27-8881
Using DB2 QMF SC27-8879
Installing and Managing QMF for Workstation and QMF for WebSphere® GC27-8883
Getting Started with QMF for Workstation and QMF for WebSphere SC27-8884
QMF High Performance Option User's Guide for TSO and CICS SC27-8882
Getting started with QMF Vision GC27-8889
Getting started with QMF Data Service Studio GC27-8885
DB2 QMF Data Service User's Guide SC27-8886
DB2 QMF Data Service Customization Guide GC27-8888
DB2 QMF Data Service Solution Configuration Guide GC27-8887


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Services
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Global Technology Services

Contact your IBM representative for the list of selected services available in your country, either as standard or customized offerings for the efficient installation, implementation, or integration of this product.



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Technical information
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Specified operating environment

Hardware requirements

There are six installation entities across QMF for z/OS.

QMF TSO and CICS clients' requirements:

  • Operates on any z Systems hardware configuration that supports the required software.
  • Runs on any processor that is supported by the operating system. Some operations, however, will not work with columns that contain decimal floating point data if the processor on which QMF is running does not support decimal floating point instructions.
  • Accesses all of the DASD devices that are supported by z/OS and DB2 for z/OS, as well as all display devices supported by Graphical Data Display Manager (GDDM).
  • To implement a national language feature that uses a double-byte character set (DBCS), you need a workstation that supports DBCS. Ensure that this device is supported by GDDM.
    • For the amount of storage required to copy the QMF V12.1 libraries from the distribution media using SMP/E, refer to the QMF program directory that is appropriate for your QMF edition and national language.
  • When you plan your region size, consider the storage required to load modules during initialization and the virtual storage requirements for report operations.
  • Restriction: For TSO only, consider the amount of space required to run applications other than DB2 QMF.

DB2 QMF for Workstation requires:

  • A hardware configuration that supports the Microsoft™ Windows™ operating system
  • Network connectivity
  • Minimum of 1 GB disk space and 1 GB of RAM

DB2 QMF for WebSphere requires:

  • Hardware configuration that supports the Windows or Linux™ operating systems
  • Minimum of 500 MB disk space
  • Minimum of 1 GB of RAM on each server in which it is installed and an additional 50 MB of RAM for each concurrent user

DB2 QMF Vision requires:

  • Hardware configuration that supports the Windows software
  • Minimum of 250 GB disk space and 8 GB of RAM
  • 4-core microprocessor

DB2 QMF Data Service requires:

  • Any z Systems hardware configuration that supports the required software
  • Any processor that is supported by the operating system

DB2 QMF Data Service Studio requires:

  • Any hardware configuration that supports the required Windows software
  • Approximately 1 GB of disk space (single language installation)
  • Minimum of 1 GB of RAM
  • Network connectivity
Software requirements

Mandatory installation requisites

The TSO and CICS clients require IBM z/OS, V2.1 (5650-ZOS), or later, and one of the following IBM DB2 for z/OS releases:

  • DB2 for z/OS, V11 (5615- DB2)
  • DB2 for z/OS Value Unit Edition, V11 (5697-P43)
  • DB2 for z/OS, V12 (5650-DB2)
  • DB2 for z/OS Value Unit Edition, V12 (5770-AF3)

QMF for Workstation requires one of the following operating systems:

  • Microsoft Windows Vista
  • Windows 7
  • Windows 8
  • Windows Server 2008
  • Windows Server 2012
  • Windows 10

QMF for WebSphere requires:

  • One of the following application web servers:
    • IBM WebSphere Application Server 7 or WebSphere Application Server 8. (Note: QMF V12.1 has only been tested with WebSphere Application Server 8.5 and later.)
    • Apache Tomcat 7 or Apache Tomcat 8 DB2.
  • To enable Data Service connectivity, Java™ 7, or later, is required. (Note: QMF V12.1 uses the Data Server JDBC driver, which only supports Java 7, or later.)

The QMF Vision V12.1 installation entity requires:

  • One of the following operating systems:
    • Windows 7 64-bit, Windows Server 2008 R2 Service Pack 1, or Windows Server 2012 with .NET Framework 3.5 enabled
  • One of the following browsers:
    • Chrome version 50.0.2661.102, or later
    • Firefox version 47.0.1, or later
    • Microsoft Edge version 25.10586.0.0, or later
    • Safari version 9.0.3, or later

The DB2 QMF Data Service V12.1 installation entity requires one of the following:

  • IBM zEnterprise® 114 (z114), IBM zEnterprise 196 (z196), or more recent IBM zEnterprise system
  • IBM z/OS, V2.1(5650-ZOS), or later

Data Service load library

  • The load library for Data Service is allocated as a partitioned data set extended (PDSE). When a PDSE is used to store load modules, it stores them in structures called program objects.
  • You cannot copy a PDSE to a partitioned data set (PDS). For more information, see the z/OS documentation.

Program Temporary Fixes (PTFs)

  • When you use VSAM data access with Data Service, you need to add the following PTFs:
    • RLS OA44111:
      • z/OS V1.13 UA75045
      • z/OS V2.1 UA75046
    • VSAM:
      • z/OS V1.13 UA75272

The DB2 QMF Data Service Studio V12.1 installation entity requires one of the following operating systems:

  • Windows 8
  • Windows 7
  • Windows Vista
  • Windows Server 2012
  • Windows Server 2008
  • Windows 10

Mandatory operational requisites

The TSO and CICS clients of QMF V12.1 operate with any of the following:

  • DB2 for z/OS, V10 (5605-DB2)  (all modes except CM8, CM8, ENFM8, ENFM8) with APARs PM50434 and PM72274
  • DB2 for z/OS Value Unit Edition, V10 (5697-P31) (all modes except CM8, CM8, ENFM8, ENFM8) with APARs PM50434 and PM72274
  • DB2 for z/OS, V11 (5615- DB2)
  • DB2 for z/OS Value Unit Edition, V11 (5697-P43)
  • DB2 for z/OS, V12 (5650-DB2)
  • DB2 for z/OS Value Unit Edition, V12 (5770-AF3)

In addition:

  • For advanced graphical capabilities of the QMF Analytics for TSO client, GDDM-PGF, a component in z/OS, is required.
  • DB2 QMF for TSO and CICS running under CICS, requires CICS Transaction Server for z/OS.
  • QMF Vision requires MongoDB 3.x, or later, to be installed. This is done when the optional QMF Vision component is selected during the QMF installation and you are asked to download/install Mongo during this part of the QMF installation.

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.

Planning information

Packaging

The programs in this announcement are distributed with the following content:

  • Basic machine-readable material
  • Program Directory
  • IBM International Program License Agreement (IPLA)
  • IBM Agreement for Acquisition of Software Maintenance (IAASM)



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Ordering information
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Consult your IBM representative.

The programs in this announcement all have Value Unit-Based pricing.

Program number Program name Value Unit exhibit
5697-QM2 IBM DB2 Query Management Facility for z/OS VUE001

For each z Systems 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 z Systems IPLA program you select
  • The applicable Value Unit Exhibit
  • The applicable terms
  • Whether your current mainframes are full capacity or sub-capacity


Value Unit exhibit VUE001

Level Minimum Maximum Value Units/MSU
Base 1 3 5.25
Tier A 4 45 0.83
Tier B 46 175 0.35
Tier C 176 315 0.26
Tier D 316 + 0.20


Ordering z/OS through the internet

Shopz 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). For more details and availability, go to the Shopz website.

The products in this announcement have one charge unit - Value Units.

Level MSUs Value Units/MSU
Base 1-3 5.25
Tier A 4-45 .83
Tier B 46-175 .35
Tier C 176-315 .26
Tier D 316+ .20

Note: For the actual translation from MSUs to Value Units for this product, refer to the table that follows.

Ordering example

The total number of Value Units is calculated according to the following example.

If the customer has installed 1,000 MSUs, the applicable Value Units would be:

Level MSUs * Value Units/MSU = Value Units
Base 3 * 5.25 = 15.75
Tier A 42 * .83 = 34.86
Tier B 130 * .35 = 45.50
Tier C 140 * .26 = 36.40
Tier D 685 * .20 = 137
  -----       ---
Total 1,000       270

When calculating the total number of Value Units, the total is to be rounded up to the next integer.

Charge metric

Program name Part number or PID number Charge metric
IBM DB2 Query Management Facility for z/OS 5697-QM2 Value Unit

Basic license


On/Off CoD

IBM DB2 Query Management Facility for z/OS, V12.1 is eligible for On/Off CoD with a temporary use charge calculated based on MSUs per-day usage.

Translation from MSUs to Value Units

Level MSUs Value Units/MSU
Base 1-3 5.25
Tier A 4-45 0.83
Tier B 46-175 0.35
Tier C 176-315 0.26
Tier D 316 or greater 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 DB2 Query Management Facility for z/OS

Program PID: 5697-QM2

Entitlement identifier Description License option/Pricing metric
S018016 DB2 QMF for z/OS, V12.1 Basic OTC, Per Value Unit
    Basic OTC, Per MSU-day TUC
Orderable supply ID Language Distribution medium
S018019 US English 3590 Tape cartridge
S01801B Multilanguage 3590 Tape cartridge

Subscription and Support PID: 5697-QSS

Entitlement identifier Description License option/Pricing metric
S017M8V DB2 QMF for z/OS S&S Basic MSC, Per Value Unit SW S&S
    No charge, decline SW S&S
    Per MSU SW S&S registration
Orderable supply ID Language Distribution medium
S017M8T US 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. 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 canceled 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 z Systems 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.

Customized Offerings

Product deliverables are shipped only through CBPDO, ServerPac, SystemPac, FunctionPac, and ProductPac®.

All of these customized offerings are offered for internet delivery in countries where Shopz product ordering is available. Internet delivery reduces software delivery time and allows you to install software without the need to handle tapes. For more details on internet delivery, go to the Help section on the Shopz website.

You choose the delivery method when you order the software. IBM recommends internet delivery. In addition to internet and DVD, the supported tape delivery options include:

  • 3590
  • 3592

Most products can be ordered in ServerPac, SystemPac, FunctionPac, and ProductPac the month following their availability in CBPDO. z/OS can be ordered through CBPDO, ServerPac, and SystemPac at general availability. Many products will also be orderable in a Product ServerPac without also having to order the z/OS operating system or subsystem. Shopz and CFSW will determine the eligibility based on product requisite checking. For more details on the product ServerPac, go to the Help section on the Shopz website.

For additional information about the Product ServerPac option, refer to Software Announcement ZP12-0358, dated July 7, 2012.

Production of software product orders will begin on the planned general availability date.

  • CBPDO shipments will begin one week after general availability.
  • ServerPac, SystemPac, FunctionPac and ProductPac shipments will begin four weeks after general availability due to additional customization, and data input verification.



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Terms and conditions
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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.

Licensing

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. IBM z Systems Operational Support Services - Support Line is an option if you desire added services.

License Information number

GC27-9105

See the License Information documents page on the IBM Software License Agreement website for more information.

Limited warranty applies

Yes

Limited warranty

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, see the IBM Software Support Handbook.

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Program support

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.

Money-back guarantee

If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.

For clarification, note that for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.

Volume orders (IVO)

No

Passport Advantage applies

No

Software Subscription and Support applies

Yes. During the Software Subscription and Support period, for the unmodified portion of a program, and to the extent problems can be recreated in the specified operating environment, IBM will provide the following:

  • Defect correction information, a restriction, or a bypass.
  • Program updates: Periodic releases of collections of code corrections, fixes, functional enhancements and new versions and releases to the program and documentation.
  • Technical assistance: A reasonable amount of remote assistance by telephone or electronically to address suspected program defects. Technical assistance is available from the IBM support center in the organization's geography.

Additional details regarding Technical Assistance, which includes IBM contact information, are provided in the IBM Software Support Handbook.

Software Subscription and Support does not include assistance for:

  • The design and development of applications
  • Your use of programs in other than their specified operating environment
  • Failures caused by products for which IBM is not responsible under the IBM Agreement for Acquisition of Software Maintenance.

Software Subscription and Support is provided only if the program is within its support time frame as specified in the Software Support Lifecycle policy for the program.

For operating system software, the revised IBM Operational Support Services - Support Line 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, go to the Supported product list website.

IBM Operational Support Services - Support Line

Yes

System i Software Maintenance applies

No

Variable charges apply

No

Educational allowance available

Yes. When ordering through the program number process, a 15% education allowance applies to qualified education institution customers.

Education Software Allowance Program applies when ordering through the program number process.

ESAP available

Yes, to qualified customers.

Sub-capacity terms and conditions

For each z Systems 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 z Systems 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 z Systems IPLA program you selected, refer to the Ordering information section.

Program number Program name Terms Parent, if applicable
5697-QM2 IBM DB2 Query Management Facility for z/OS Reference-based DB2 for z/OS, V12 (5650-DB2)
      DB2 for z/OS Value Unit Edition, V12 (5770-AF3)
      DB2 for z/OS, V11 (5615-DB2)
      DB2 for z/OS Value Unit Edition, V11 (5697-P43)
Full-capacity mainframes

In cases where full capacity is applicable, the following terms apply.

Execution based, z/OS based, full machine based: The required capacity of a z Systems IPLA program with these terms equals the MSU-rated capacity of the machines where the z Systems IPLA program executes.

For more information on mainframe MSU-rated capacities, go to the IBM System z Software Contracts website.

Reference based: The required license capacity of a z Systems 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.

Sub-capacity mainframes

In cases where sub-capacity is applicable, the following terms apply.

Execution based: The required capacity of a z Systems IPLA sub-capacity program with these terms equals the capacity of the LPARs where the z Systems IPLA program executes.

z/OS based: The required license capacity of a z Systems IPLA program with these terms equals the license capacity of z/OS on the machines where the z Systems IPLA program executes.

Reference based: The required license capacity of a z Systems 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 z Systems IPLA program with full machine based terms equals the MSU-rated capacity of the machines where the z Systems IPLA program executes.

For more information on mainframe MSU-rated capacities, refer to The IBM z Systems Machines Exhibit , Z125-3901, or visit the Mainframes section of the z Systems Exhibits website.

For additional information for products with reference-based terms, z Systems IPLA sub-capacity programs with reference-based terms adds value to the parent program across the environment, regardless of where in the environment the z Systems 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 z Systems IPLA program with referenced-based terms, each environment should be assessed separately.

When a z Systems IPLA sub-capacity program with reference-based terms is used in a qualified Parallel Sysplex environment, the required license capacity of the z Systems IPLA program must equal with the license capacity of the parent program across the Parallel Sysplex. Qualified Parallel Sysplex refers to one:

  • Where MLC pricing is aggregated across the sysplex.

Sub-capacity eligibility

To be eligible for sub-capacity charging on select z Systems 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 z Systems (or equivalent). On that machine:

  • All instances of the OS/390® operating system must be migrated to the z/OS operating systems.
  • Any licenses for the OS/390 operating system must be discontinued.
  • All instances of the z/OS operating 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, go to the IBM System z Software Pricing website.

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 z Systems Workload License Charges (Z125-6516).
  • The complete terms and conditions for sub-capacity EWLC are defined in the IBM Customer Agreement - Attachment for EWLC, TWLC, zELC, and z/OS.e 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 Amendment for IBM z Systems Programs Sub-Capacity Pricing (Z125-6929). Once the amendment is signed, the terms in the amendment replace any and all previous z Systems 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 CoD

To be eligible for On/Off CoD pricing, you must be enabled for temporary capacity on the corresponding hardware, and the required contract, Attachment for IBM z Systems On/Off Capacity on Demand (Z125-7883) must be signed prior to use.



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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 go to the IBM Global Financing website for more information.

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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. Financing is available worldwide for credit-qualified customers.



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Query Management Facility, IBM z Systems, QMF, IMS, IBM z, IBM Connections and z Systems are trademarks of IBM Corporation in the United States, other countries, or both.

IBM, DB2, z/OS, CICS, Cognos, Global Technology Services, Passport Advantage, System i, Informix, WebSphere, System z, zEnterprise, S/390, ProductPac, Parallel Sysplex, OS/390 and z/Architecture are registered trademarks of IBM Corporation in the United States, other countries, or both.

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