Server pac 101

Back to the Basics:
ServerPac 101
Marna WALLE
mwalle@us.ibm.com
IBM Poughkeepsie
z/OS System Installation
March 12, 2014
Session Number 15334
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Back to the Basics: ServerPac 101
Back to the Basics: ServerPac 101 Agenda
Introduction to ServerPac
Planning for ServerPac
Preparing for ServerPac
Installing ServerPac
IPLing your target system
Post-install work from target system
Saving your ServerPac configuration

Agenda ….
What is ServerPac?
ServerPac Installation Overview
ServerPac Internet Delivery
ServerPac Documentation

What is ServerPac?
ServerPac is an entitled system-replace and product-replace deliverable (CBPDO
is an entitled product-replace deliverable)
Supports the z/OS® environment and products by system/subsystem type
–z/OS or subsystems (WebSphere®, DB2®, CICS®, IMS™, NCP)
Ordered using ShopzSeries
–Product Catalog refreshed monthly
Provides DLIBs, Target Libs, and all SMP/E Libs
–SMP/E zones are not merged with existing zones during installation
Includes integrated service:
–Latest monthly RSU is APPLYd and ACCEPTed
–HIPER and PRP service in APPLYd status up to day of your order is built
–Un-integrated service and PTFs only APPLYd, are in RECEIVEd status
Provides the ServerPac Installation Dialog used for installation
Delivered over the Internet (recommended!) or on tape or DVD
–Choose Internet or, if you must use physical delivery, then choose the highest
density tape media your environment can support.

•Started October 15, 2012 in Shopz (and enhanced in z/OS V2R1)
•You can order many z/OS, DB2, IMS*, NCP*, or CICS* program
products withOUT also ordering z/OS, DB2, IMS*, NCP*, or CICS*.
•If a product requires a base product for installation, then you still
need to have that product in your order, however.
•Other requisites will be shown, and bypassable, if you already have
them installed on your system.
•Eligible products will have a triangle icon in the product catalog.
•As of z/OS V2R1, Product ServerPac is designed to allow you to
use an existing GLOBAL zone for installation. Still, however, it will
not merge the shipped SMP/E zones (or data sets) with your
existing target or dlib zones (or data sets).
•Therefore, order products in a Product ServerPac that you would
install and migrate together in a “product set’.
•The value is for installing a product set that you would otherwise
build up product by product.
•No cross-SREL product support for Product ServerPac.
Did you know about Product ServerPac?
* Enhancements concurrent with z/OS V2.1 GA

Product ServerPac in Shopz
Triangle: eligible for Product ServerPac
Circle: License status on system
Diamond: Internet deliverability

ServerPac Installation Overview
System
Your new target system
Tailored
Configuration
Customized
Installation
Jobstream
ServerPac
DialogInstallingYour
OrderUsing theInstallationDialog
RECEIVE
JOB
RESTORE
JOB, and so on.

IBM server
RECEIVE Job
(uses GIMGTPKG, which uses
HTTPS, FTP, and FTP over SSL??????)
Your z/OS Driving System
Download
Filesystem
Your workstation
or
Download
Director
Your new target system
ShopzSeries
RESTORE Job
(uses GIMUNZIP)
ServerPac
Dialog
CPAC Dialog
E-mail
ServerPac Internet Delivery

ServerPac Documentation
ServerPac: Using the Installation Dialog
– Publication SA22-7815
– Getting Started, Hints and Tips, Descriptions of Dialog
Functions
ServerPac: Installing your Order
– Customized per order
– Products Ordered, Installation Job Checklist, Post-install
Customization, General Product Information, Variables
Description/Worksheet, Package Reports
– Supplied with your order in PDF format
ServerPac FAQs
– http://www-01.ibm.com/common/ssi/cgi-
bin/ssialias?infotype=SA&subtype=ST&htmlfid=ZSQ03038USEN&appnam
e=STG_ZS_USEN_FQ

Agenda ….
•Dialog Tailoring Options
•System-Specific Alias
•ServerPac SMP/E Zone Structure for z/OS
•Usual Reading for Installing a ServerPac

Dialog Tailoring Options
ServerPac’s dialog provides the capability to tailor your ServerPac
configuration to your environment
– Global Variables - asmblr, jobcard, drvsys data, and so on.
– Volumes - names, device type, number
– Data Sets - names, placement on volume, space
– Catalogs - names, System Specific Aliases (SSAs)
– Aliases - associate to catalog
– Zones – names
Installation Jobs are generated based on tailored configuration
– Jobs can be edited before submission
– Jobs are categorized by
• Installation jobs
• Post-installation - From driving system
• Pre-IPL jobs and actions
• IPL your new target system
• Post-installation - From target system
• Installation verification
• Completing the installation

SYS1.LINKLIB
GIM.SGIMPENU
SYS1.LINKLIB
GIM.SGIMPENU
System-Specific Aliases
Driving
System
Master Cat
ALIAS:
SPACM
SSA “SPACM"
ServerPac’s
Target
System
Master Cat
SSA “SPACU”
ServerPac’s
Target System
User Catalog
SPACU.GIM.SGI
MPENU
ALIAS
GIM.SGIMPENU Alias "GIM"
Example: Looking for SPACM.SYS1.LINKLIB
and SPACU.GIM.SGIMPENU
ALIAS:
SPACU
SPACM.SYS1.LI
NKLIB
ALIAS
SYS1.LINKLIB
(tgt system’s!)
SYS1.LINKLIB
(drv system’s!)
GIM.SGIMPENU
(drv system’s!)
…

ServerPac SMP/E Zone Structure for z/OS
A z/OS ServerPac contains at least eight SMP/E zones (in addition to
GLOBAL):
1. z/OS and all additionally ordered products that can reside in the same zone (in
the MVSD100 and MVST100 zones).
2. JES2 (in the MVSD110 and MVST110 zones).
3. JES3 (in the MVSD111 and MVST111 zones).
4. SDSF (in the MVSD112 and MVST112 zones).
All DLIB and target zones names are customizable.
All DLIB zones for each SREL are physically defined in the same DLIB CSI data
set. All target zones for each SREL are physically defined in the same target CSI
data set.
JES2, JES3, and SDSF zones may be merged into the z/OS zone.
JES2 or JES3 may be removed.
As of z/OS R12:
– The ServerPac installation dialog allows SDSF and JES SMP/E zones to be
merged, without having to merge either into the z/OS BCP zone.
– The Zones option in the dialog has been enhanced to propagate the zone
names into the SMP/E CSI data set names in Modify System Layout.

Planning for ServerPac – Usual Reading
Review the z/OS Planning for Installation book for z/OS installs:
– New and changed elements
– Driving and target system requirements
– DASD space estimates
– Recommended system layout
– Installation checklist
Review the z/OS Migration book when using ServerPac to upgrade
z/OS:
– Migration considerations
• Migration action for ServerPac at Oct 2013, for dialog upgrade.
– Toleration/coexistence PTFs

Agenda ….
•Activities for Preparing
•Getting Started with the Dialog
•Knowing what you’re going to use in the Dialog

Preparing for ServerPac Activities
Separate system replace volumes from other user volumes
– Determine if non-delivered libraries still required
• Non-IBM products
• Customization
• No longer marketed IBM products
– Isolate non-delivered libraries utilizing:
• Separate target libraries, SMP/E zones, DASD volumes
• Use Concatenations, for example LPALSTxx, PROGxx or LNKLSTxx,
PARMLIB
Standardize data set names and placement
– Review recommended system layout
Satisfy driving system requirements (can use Customized Offerings Driver)
Get DASD volumes for target system
Get and review PSP buckets
– Upgrade (ZOSV1Rnn) Subset (SERVERPAC)

Getting Started with the Dialog
First set up the CustomPac (aka ServerPac) dialog on driving system
– Recommended to use a single dialog for all orders
Run job LOADRIM for a new CustomPac dialog (if you don’t have it
already)
– On download page for Internet orders
– In DOCLIB on first system tape for physical orders
Determine method for invoking the dialog
– ISPF primary options panel
– CPPCSAMP - ISPF CLIST using LIBDEFs
– CPPCISPF - TSO CLIST
Recommend to have the CustomPac dialog accessible to target system
– some installation jobs must run on target system
– easier if the dialog libraries are not SMS managed, and are in a user
catalog

Preparing for Installation – Knowing what to use in the
Dialogs
You’ll be asked for this later on, think about it early:
Decide which installation mode to use – Full System
Replace or Software Upgrade
Determine variable settings
Decide whether to merge data sets, SMP/E zones
Determine your data set layout
Understand your data set naming convention
Decide whether to use your existing Master Catalog

Agenda ….
• RECEIVE option
• INSTALL option:
– C Create
– V Variables
– Z Zones
– M Modify
– A Alias
– SSA SSA
– I Installation

RECEIVE: ServerPac and ShopzSeries…
The following screen shots are what you’d see when you’ve
ordered your ServerPac from ShopzSeries electronically.
– This example uses the “Store and Forward” download method…but you can
easily use the “Direct to Host” method also!
– The download methods (where the order resides) for the RECEIVE are:
• S for Server: Server indicates that the ServerPac order is to be received from an
FTP server.
• F for File System: File System indicates that you used the “Store and Forward”
download method (download to workstation) and then uploaded the order to the
host outside the Dialog. The RECEIVE job generated by this option will retrieve
the order directly from the File system and not attempt a download.
• T for Tape: Tape indicates that the ServerPac order is to be received from tape.
DVD support, as of September 10, 2010:
– For DVD orders, you can choose either F or S. If you have set up an FTP
server such that the source directory points to the workstation directory
where the order is copied, choose S; otherwise, enter F.

Download here!

Example used for this
presentation!
Clicked on this for next slide…

RECEIVE: ServerPac and ShopzSeries…Under
Installation Documentation
You’ll need this book!

Important!
For those with no
dialog yet.

At this point, first-time ServerPac users would run
LOADRIM, to install a new set of ServerPac dialogs.
– After the dialogs are installed and invoked, you go to the
RECEIVE step.
If you have existing dialogs that were at the proper
level, we wouldn’t need to install new dialogs, and
could move right on to the RECEIVE step.
– Remember the ServerPac dialogs must be at level 26.00.00 to
install z/OS V2.1, and any ServerPac orders after October 1,
2013.

Back to the Basics: ServerPac 101 Select:
F: for “Store and Forward” (electronic, DVD)
S: for “Direct to Host” (electronic, DVD)
T: for tape orders (non-electronic, non-DVD)

As you complete each option, the next option is available

“C”reate: ServerPac Configuration
First step is to create a working configuration
– Choose Full System Replace or Software Upgrade
– Choose JES and whether to merge JES, SDSF into z/OS zone
– Create the work configuration
• Three types of configurations
– Shipped - shipped with each order
– Saved - saved from a previous order
– Work - working copy during install
• Use merge configuration option to save time
– Only if you have saved a previously installed an order
– Review merge reports to resolve merge conflicts
As mentioned before…as of z/OS R12!
– The ServerPac installation dialog now allows SDSF and JES SMP/E
zones to be merged, without having to merge either into the z/OS BCP
zone.

“C”reate: ServerPac System Replacement Offering
There are two types of ServerPac installation are available to install z/OS
– A full system replacement installs a complete z/OS system.
• It installs all the data sets you need to IPL, to log on to the target system, and to run a
z/OS image in order to complete other installation and customization tasks.
• The installed data sets fall into two major categories:
1. System software and related data sets (such as distribution and target libraries, SMP/E CSI data
sets, and sample libraries)
2. Operational data sets (such as page data sets, system control files, and a master catalog).
• Because IBM creates a working set of operational data sets for you, a full system
replacement helps assure a successful first IPL.
• Depending on your environment, you might need to merge your existing operational data
sets with the data sets created by ServerPac. You can do this before or after first IPL.
– A software upgrade installs only system software and related data sets (such as
distribution and target libraries, SMP/E CSI data sets, and sample libraries).
• It does not create the set of new operational data sets required to IPL (such as page data
sets, system control files, and a master catalog).
• With a software upgrade, all operational data sets are assumed to already exist and to be
usable by the new level of software installed.
• When new operational data sets are required, you must allocate and initialize them before
you IPL.
• A software upgrade is possible for z/OS but not for the subsystems.

The dotted line contains the system software and data sets that are created by
full system replacement. Within the dotted line, the data sets below
“Target System” are the subset of data sets that are replaced by software upgrade.

Panel updated as of z/OS R12 for SDSF additional merge options

I’m going to base my configuration on a previously saved configuration.
For instance, I’m basing my z/OS R12 ServerPac on a saved z/OS R11 configuration.

“V”ariables: Assign Variables and Zones
Variables
– Driving system information, for example:
• master catalog name/volume
• default assembler
• and so on
– Jobcard information
Zones
– View zone content
– Rename zones (and as of z/OS R12, specify your SMPTLIB
values)

Use the values that you’ve
planned for…

“Z”ones: Change Zone Names, and SMPTLIB
This SMPTLIB section is
new, as of z/OS R12.
Changing these zone names
may affect your SMP/E data
set names, if the zone
names are in the MLQs.

“Modify System Layout” Option
Automatic assignment of data sets to physical volumes helps you get to
the Recommended System Layout described in z/OS Planning for
Installation
– A "pushbutton" way to distribute data sets among physical
volumes.
– Volumes are filled to 85% full the first time they are used and
up to 90% full the next time they are used
View and Change facility
– View data sets by selected attributes
– Extensive attribute list, for example: element type, LNKLST
eligible, LPA eligible, required in master catalog, and so on.
– Run Change command against the data set list

To fix an overflow error, you’ll need to move data sets off the volume. You can do it
many ways, one way is to list the data sets on the volume and move them to another
volume.
As of z/OS R11: This overflow error
won’t occur anymore, if you’ve
already run the ALLODS job!

Many options: changing your physical volume information:

Changing volume information... (First time in, ServerPac defaults of
MVSRES, MVSDLB, and MVSCAT will need to be changed!)

Update with correct values for the volume.
Don’t put Device Type, let dialogs fill in for you!
Critical: Make sure this selection is correct!!!!

Change Command
Extensive options in CHANGE command
– Change data set names
– Change space
– Change physical volume
– Change SMS status
– Switch PDS to PDSE and vice-versa
– Switch Unrenamable to Renamable and vice-versa
– Switch Required in Master Catalog and vice-versa
– Switch HFS to zFS and vice-versa
– Switch Secondary NO to YES and vice-versa
– …

“A”lias option
You have several high level qualifiers for your data sets in
ServerPac.
This option will assign these high level qualifiers to a
catalog. Use this panel to define a catalog data set name
for each of the aliases (aka high level qualifiers) in your
order.
Enter catalog names under the 'Target System Catalog
Data Set Name' field. The catalog names are initially
shown as '???????' because they are not yet defined.
You can specify the catalog name with which an alias is to
be associated by typing over the question marks.

“SSA” option
This is where you’ll specify your System Specific Aliases
(for the target system master catalog and user catalog(s).
These SSAs will create aliases in the driving system’s
master catalog.
Recall that SSAs are used by ServerPac so that that driving
system data set names do not interfere with the target
system data set names.
We are going to be allocating new target system catalogs in
this example…

“I” option
This is where you’ll run the tailored JCL jobs for ServerPac!
At this point – you should have everything all ready to go:
– Data set names finalized
– Data set locations finalized
– Volume information finalized
– SSA and catalog relationships finalized
– …everything you’ve done in ServerPac up to this point!!
From this point on…you’ll mostly be using the ServerPac
Installing Your Order book, since we are now into the ‘order
specific’ information in ServerPac…

Installation Jobs
Installation jobs are generated based on configuration data
– Ensure you are satisfied with your configuration
• use VAR primary command to return to variables options and
adjust them
Three types of installation job entries, grouped together by category:
– SRC - jobcard that can be edited
• use Select line command to generate SRC entry which can be
changed if necessary
– DOC - documentation for the following set of jobs
• use Select line command to generate and view DOC entries
– JOB - installation job that can be submitted
• use “S”elect line command to generate only the selected job
which can be submitted. Use “B”ackup if you’ve already
generated the job.

“I” option - GENSKEL
This command will file tailor all the jobs for you all at once.
Otherwise, you’ll need to individually file tailor each job.
(For some jobs, that takes a while, so it’s recommended
you use GENSKEL prepare all the JCL jobs at one time.)
You have to exit the dialog for the GENSKEL job to run, to
avoid contention on your order data sets.
GENSKEL jobs will be stored in your order’s SCPPBENU
data set. You use the “B” (or backup) line command to
select the job.
– If you use “S” (for select), you’ll re-tailor the job (and you’ll
have to wait for it to re-tailor)! This is a common “behavior”
people do, so just know what is happening!

“I” option – General Job Information…
In general, the prolog information in each of the jobs tells you what it does,
and any manual changes you’d need to make.
– Yes, there still are some manual changes required to these jobs
in some cases ☺.
Make sure you get the expected return code from each job, before
continuing.
– Subsequent jobs rely upon previous jobs running successfully.
If you go back into previous ServerPac options, it is likely that you may
need to then continue through subsequent options (and even have to re-
GENSKEL), based on what you’ve changed.

“I” option – ALLOCDS and Volume Overflow – Beware!
Once your run the ALLOCDS job, your data sets will be allocated on
your volumes, and ready for you to copy into.
If you go back into Modify System Layout, the dialog will dynamically
look at each volume. If you have said that you do NOT want the
volume to be initialized, it will discover the volume fairly full (a result
from the ALLOCDS job).
– This will give you the Dreaded Volume Overflow again
(which you probably “fixed” before!).
To avoid this problem, you can:
1. Save your order! This circumvention changes your
configuration in a way you don’t want to save.
2. Change Initialize Volume flag to Y on the over-allocated
volumes
3. Enter and exit the A and SSA options to get back to I.
Not necessary as of z/OS R11 ServerPac!

Agenda ….

Here’s the point
when you’re
ready to IPL!

Prepping for the IPL…
Several manual updates are still needed to your target
system (from your driving system), before you try your first
IPL:
– Any local necessary customization (usermods, parmlib,
proclib updates, …) that are being used.
– This is where the separation during planning will have paid
off!

Agenda ….
– Getting the ServerPac dialog to your IPL’d system
– Running the remaining dialog jobs.

Getting the ServerPac dialog to your IPL’d system
Recommended way: put your ServerPac order data sets in a user
catalog. Import connect that user catalog to your driving system. Then,
import connect that user catalog also to your target system. Invoke the
dialogs as you had before on the driving system.
An alternate way: Catalog the data sets on your target system catalog.
Remember: there are VSAM data sets involved, and they can only be
cataloged in one catalog!
– Catalog your dialog data sets on the target system.
– Recatalog the VSAM data sets (SCPPEENUs, SCPPHENUs,
and SCPPVENU) - if you didn’t put them in a usercatalog
when you did the initial RECEIVE.
• Warning: at this point, they’d have to be re-cataloged back on the
driving system, if you wanted to access them there!
– Get your dialog EXEC ready (like you did on your driving
system).

Running the remaining dialog jobs
Remember: Since you have GENSKEL’d the jobs, they
reside in your hlq.SCPPBENU data set.
You can continue to run the jobs from that data set from
your target system, and also via the dialogs.

Running the remaining dialog jobs
Target system jobs left to run, many are order-content
dependent:
– ==> POST-INSTALLATION FROM TARGET
• Completes the installation of the products in your order, that cannot be
done from the driving system.
– ==> INSTALLATION VERIFICATION
• Verifies the installation of this ServerPac, for certain products.
– ==> COMPLETING THE INSTALLATION
• Updates your new master catalog, and cleans up your driving system
from the installation.

Agenda ….

Smart idea: Put
the date and
level of z/OS
here.

Saving Your Configuration
Save your configuration for the next release
– All data specified when tailoring your ServerPac
configuration is saved
– Remember the name of the configuration you saved
– Smart tip: include in the comment what the order was
(z/OS R12, CICS 4.1, …) and date (July 1 2010). This
really helps months or years from now, when you are
deciding what to base on!
• It helps you pick a CICS configuration for a CICS order.
• It helps you pick the latest CICS configuration, if you saved
multiple levels.
Use Merge Configuration during your next install
– All data from specified save configuration is processed

•ServerPac in z/OS V2R1:
• Provides a basic and simple comparison between saved jobs to define
RACF profiles for a prior order and the jobs generated for the current
order.
• Orders that include RACF feature will provide a RACF database you can
use for initial IPL when you do not have an existing security environment.
•ServerPac in z/OS R13:
• Improved handling for user-supplied installation jobs by preserving their
placement in the list of jobs generated by the CustomPac Installation
Dialog.
• You can now merge IBM data sets into target user-defined data sets.
• Data Set Origin (IBM or User-Defined) is a new attribute off of Modify
System Layout “View and change data sets by selected attributes”.
• Program Directories and ServerPac: Installing Your Order in Adobe PDF
format on DVD for orders on tape, so they can be read immediately from
an optical drive on a workstation without the need to download them from
z/OS data sets after the RECEIVE job has been run.
Newer ServerPac Install Enhancements

– What is a ServerPac
– Internet Delivery is recommended, and has to be ordered from Shopz
– Dialog options to plan for (Full System Replace vs. Software Upgrade, Variables
to use, volumes, …)
– SSA’s and how they are used for installation
– SMP/E zone structure that is delivered to you
– Separation of system replace volumes from user volumes is recommended.
– Separation of customization data from software libraries is recommended.
– Standardization of data set names and placement is recommended.
Continued…
z/OS Basics: ServerPac 101 Summary

– RECEIVE, INSTALL (Create, Variables, Zones, Modify
System Layout, Alias, SSA, Installation)
– Use GENSKEL to create the jobs into your SCPPBENU data
set.
– Add your own local changes that are necessary for you to IPL.
– Running the rest of the Installation jobs (Post-Installation from
Target, IVPs, Completing the Install)
– Reuse your work for your next ServerPac install!
z/OS Basics: ServerPac 101 Summary

Back to the Basics:
ServerPac 101

Server pac 101

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