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IBM eServerJ iSeriesJ © 2000-2003 IBM Corporation Migration and Upgade The next generation iSeries... ...simplicity in an on demand world January, May 2003

Migration and Upgade The next generation iSeries ... · IBM eServer J iSeries © 2000-2003 IBM Corporation Migration and Upgade The next generation iSeries.....simplicity in an on

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IBM eServerJ iSeriesJ

© 2000-2003 IBM Corporation

Migration and UpgadeThe next generation iSeries... ...simplicity in an on demand world

January, May 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration (subset)I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

This foil lists the major grouping of topics in this presentation. This page is repeated at the beginning of each main topic.

The System Handbook GA19-5486-23 and the January 20. 2003 iSeries On Demand hardware announcement letters contain a complete set of supported from and to migration/upgrade features.

You can also find additional information through the official iSeries migration web site at http://www-1.ibm.com/servers/eserver/iseries/migration/

See also the References foil in the References and Summary section of this presentation.

Notes: Agenda

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade or Migrate?Recent vintage hardware more likely to be eligible for upgrade

Example: PCI I/O Tower devices to PCI -X I/O Tower

V5R2 not supported on older hardware - requires migration

Example: 4xx and 5xx processor family

Consider migration if:

Converting to new HSL PCI-X I/OServer Consolidation - partitioningShort maintenance windows for upgrades

Upgrades include upgrade to an Edition package

Interactive capacity requirements - know what you will need

Capacity on demand (permanent and/or temporary)

Solution Assurance may be required in many cases (e.g. pre-planning pre-sales i870, i890, moving to HSL, ...)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Upgrade or Migrate?One of the decisive factors for selecting an upgrade (retain machine serial number) of an existing system or replacing the hardware will be based on the number of components that can be reused on the new system. Features, such as SPD towers, migration towers and SPD IOAs are not supported on the new hardware; other components, such as slower disk or tape drives, might be replaced since they are not delivering the performance or usability features one is looking for. Remember also that any 4xx and 5xx systems do not support V5R2, so a side-by-side migration will be required.

Another criteria that will decide whether or not to select a straightforward upgrade will be the maximum allowable downtime the service delivery can tolerate. Also, a simple box upgrade will take considerably less time than if you need, at the same time, change the RAID5 implementation by introducing the new RAID5 controllers, or have to replace all expansion towers with new expansion towers. Remember also that upgrading from an LPAR environment will take more time to bring up the system again, especially when adding or changing the configuration drastically.

This announcement introduces a line of products that greatly expand configurations able to accept consolidation and enable a very useful way to dynamically adjust server and partitioning resources (i.e. processors) than before; the enhanced support, offered by V5R2, for hosting Linux, Windows and UNIX applications allows using a single footprint for a variety of workloads. Combined with the excellent management tools provided by tools such as iSeries Navigator, an offering for a consolidated server becomes a very attractive proposition to deliver outstanding levels of service delivery.

With the new systems (i810, i825, i870, i890 (#2497/#2498), the notion of different interactive capacity cards has disappeared. This means that instead you need to validate whether or not the server can run with either 0 5250 OLTP capacity, such as offered by the Standard Edition, or with the full processor CPW 5250 OLTP capacity, as included in the Enterprise Edition.

Finally, the upgrade or migration choice for such a hardware change will be influenced by the budget. In some occasions, especially when the original system has older components, you also need to consider the recurring costs for manpower (e.g. the attended time needed for handling backup volumes will be shorter if the backup/restore medium is automated or faster than the new one), maintenance, floorspace, power and cooling to complete this picture.

Please also to the Planning chart later in this presentation for more details on the outline of an upgrade or migration process.

Note, the February System Handbook, GA19- 5486-23, contains detailed charts for older system processor feature to new system processor features and recommended I/O IOP, controller (IOA), and device replacement when not supported n the target server. We have much of this information in this presentation but it is not complete. Also, consider the February 2003 edition of the IBM eServer iSeries Migration and Upgrades at V5R1 and V5R2, SG25-6055-02 for more update and migration scenarios and considerations than can be covered in this presentation.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Server and I/O Tower Upgrades, Migration at a Glance

5075 $xxxx

6 disk slots7 PCI slots

5074 $xxxx

up to 45 disk slots14 PCI slotsFC 5079 = 2 x 5074 in rack

5078 $xxxx

14 PCI slotsFC 0578 in rack

20025095 $xxxx

12 disk slots7 PCI-X slots0595 rack mount

5094 $xxxx

up to 45 disk slots14 PCI-X slotsFC 5294 = 2 x 5094 in rack

5088 $xxxx

14 PCI-X slotsFC 0588 in rack

2003

PCI-X & 15k rpm disk support*

890

870

825

810

840

830

820270

740

730

720800

890

* 507x towers cannot be migrated to 509x, 5088 towers

References:IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG24-6055-02Installation and physical planning at http://boulder.ibm.com/iseries/v5r2/ic2924/index.htmITSO Redbooks Redpaper - IBM eServer iSeries Supported Upgrades, REDP0322, available February 24, 2003, to be updated May 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Server and I/O Tower Upgrades at a GlanceThis foil shows graphics from the Marketing Product Positioning presentation for server to server upgrades and disk I/O tower to disk I/O tower upgrades. The bold lines between an older and upgraded to / migrated to system indicates the primary "to system."

The disks and the PCI cards need to be accommodated in a 5074 or a 5094 based on their compatibility. Some of the expansion units can be converted to work with the new models. However detailed planning needs to be done before beginning the expansion unit conversion if you are upgrading a partitioned server.

Review other documentation on hardware migration detail. For example, the following current I/O tower disk drives can be moved:7.2K rpm #4308 (4 GB)7.2K rpm #4314 (8.5 GB)7.2K rpm #4324 (17.5 GB)All 10K rpm disks

iSeries has spent extensive hours testing upgrade and migration testing of upgrades to minimize the impact to "hours of operation" required to run a business. Note that many other vendors do not yet have the extensive capacities to support upgrades the way the iSeries does.

Upgrades are defined as moving to the new server from an existing server and retaining the existing system's serial number. Migration is used to mean actually "moving" current hardware to the new system, independent of retaining the serial number.

Notes:Additional iSeries presentations and other marketing materials can be found on the IBM Systems Sales Web site at: w3.ibm.com/sales/systems/iseries/There is also a Migration redbook being updated: IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG24-6055-02 (red draft Feb 2003)See the Hardware presentation in the May 2003 Announcements Technical Overview set of presentationsThe following ITSO Redpaper is intended to be a summary of supported upgrades/migrations that can be updated as necessary - IBM eServer iSeries Supported Upgrades, REDP0322, update planned for May 15, 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

Your flexible friend - iSeries upgrades820, 830, 840 to 810, 825, 870, 890 are plug and go upgrades -

Roll-in new serverPhysically move disk or migrate load sourcePlug cables and IPL

Could use new tower (507X or 509X) as migration tower

7xx to new 810, 825, 870, 890No SPD or Migration towersCould use PCI tower + conversion (5065 to 5074) as migration tower

Use load source migration to save a reload

Must do thorough preparationLoad new release and testPlan, Plan..... review, compare new versus current HSL, IOPs, IOAs, etc..

Must maintain RAID sets if moving disks

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: our flexible friend - iSeries upgradesThe key points regarding upgrades to the new i810, i825, i870, i890 are:

Easy to Upgrade in iSeriesUpgrades throughout the product rangeMany simple tasks can create a complex environment

First we will discuss 8xx to 8xx upgrade. This from existing 8xx models to new models available with this announcement. Typically these are simple plug and go upgrades, meaning that provided the prerequisite active has occurred, we should be able to disconnect the existing system and reconnect the new system.

The process for this upgrade is as follows:The preliminary upgrade tasks have been carried outWe can roll-in the new upgrade. Unpack the system and any additional I/O hardware..The existing system is powered down, and any disk and I/O are removed from the system unitThe I/O is relocated into the new system unit and the external I/O is reattached. The system is then IPL'ed to DST. Any resource issues are fixed and the system is brought online. This is a very simplified version of what really happens.If the customer does not want to physically move their disks and I/O. Then you could choose to use a new or existing tower as a 'migration tower'. Moving all user data and the load source from the system unit to an expansion tower. Similar to the SPD migration tower.

The other key upgrade is from 7xx to new 8xx. There are two types of this upgrade available. From 7xx to existing 820, 830, 840 and from 7xx to i810, i825, i870 and i890. We will not cover the former method here, but we will later. If you are planning to move from 7xx to servers available with this announcement and the 890 you cannot have any SPD based hardware or migration towers on the system. They must be removed before or as part of the upgrade. To save time during the upgrade you could plan to move the existing I/O and data to an SPD/PCI tower (5065/5066). Again this could be used as a migration tower. The load source and user data are migrated from the existing SPD hardware and the system unit into the SPD/PCI tower. This tower is then converted as part of the upgrade and attached to the new system. The load source is recovered and new I/O added and the system could be up and running.

To perform successful upgrades you must do preparation. You must load the new release and test. You should also Plan, Plan..... Especially for HSL and any new IOPs, IOAs, etc.. This is important for the preservation of existing RAID sets if moving disks.

IBM eServer iSeries

© 2000-2003 IBM Corporation

New Model considerations

IBM eServer iSeries

© 2000-2003 IBM Corporation

Model 890 (i890)

Existing 890s (0197/0198 base, 2487/2488 standard) available until May 2003

Model 870 (i870)

Same as 890 with less in it ......has #0126 reduction feature (same as i890)

Model 825 (i825)

5 disks per Expansion tray Note for upgrade from Model 820 has 6 per tray

Model 810 (i810)

HSL not HSL-2Model 800 (iSeries 800)

Upgrade from 800 (300) to 800 (950 CPW) Do not get additional Twinax, memory and diskWebSphere express not required

HSL not HSL-2

Model considerations

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Model considerationsThis foil summarizes the new models - from an upgrade viewpoint.

The existing feature code Model 890s will be available until 2Q03. These model will retain the existing Permanent Capacity Upgrade on Demand capabilities - up to 14 days of temporary activation and permanent processor upgrade - by number of processors. There is no "number of processor days" temporary activation as there is on the new January 2003 models..

The new Model 870 is basically the same as 890, but with less processors and associated hardware inside. The Model 870 has the #0126 reduction feature available, this is the same as the current and new Model 890 height reduction feature.

The Model 825 offers 5 disks per Expansion tray with a a total of 15 disks in the base system unit. The can give a potential problems to upgrades from Model 820. The model 820 has 6 disks per disk can, making a total possible of 18 disks. This can cause the following potential upgrade issues. If we were to upgrade a Model 820 with 6 disks and there was no plan to increase the base. The order would contain an extra 5108 feature solely for one disk unit. If the customer has ordered additional expansion towers there may be alternatives to the 5108. If the disks in the expansion were the same size as the Model 820 the 6th disk could possibly be relocated there (provided it could be removed from the system unit before the upgrade). If the disk is a different size the customer might wish to remove the disk and leave it out of the new configuration.

If you understand the current 270 model structure the Model 810 is very similar. It does not have HSL-2 ports, the ports are HSL. This means the cables from a Model 270 will be supported. The model 810 does support a mixture of PCI and PCI-X expansion towers. So there could still be the need for HSL to HSL-2 conversion cables.

The Model 800 (typically referred to as the iSeries 800) is the "baby" of the new servers. But it is a "big baby" as it is 15 times as powerful as the older B70 and could fit in one 9332 disk draw !!! When upgrading the model 800 within its range from the Value to Enterprise, you do not get all the features you would if you had brought the Enterprise Edition in the first place. You will not get the Twinax card and the additional memory and disk. WebSphere express is also not required. Again as with the Model 810, the Model 800 is HSL not HSL-2.

IBM eServer iSeries

© 2000-2003 IBM Corporation

General server considerationsGeneral

HSL- HSL-2 cables (conversion) on 8i25, i870, i890RAID to RAID35GB vs. 70 GB drives

Buy Enterprise Edition upfront - less expensive than upgradeNo IXS on Standard to Enterprise upgrade

Must load V5R2 (Feb 2003 level) and PTFs to support new hardware before upgrade

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: General server considerationsThis chart out lines the considerations that can apply across the whole server range.

Key Points:HSL and the need for planningNeed to examine current application environment - Standard (limited 5250 OLTP CPW) or Enterprise (full 5250 OLTP CPW and suite of software products) before making a decision. The term "5250 OLTP" (On Line Transaction Processing) is being introduced to distinguish applications doing 5250 I/O operations from the more generic term - "interactive" used in the past. The Performance presentation contains more details on this subject, and the System Handbook does as well.

You should be loading V5R2 (Feb 2003 level) whether you are upgrading or not. However, when upgrading, you need to ensure you have the right level of V5R2 software to run the new hardware. We discuss this later in the personation.

In general the HSL rule are not complex, provided you do read them! We have made it very easy to move I/O from existing HSL based system to the new models by employing a HSL to HSL-2 conversion cable. This cable can be used both ways round. From an existing model to a new tower or from an existing tower to a new model.

With the new #2757 PCI-X Disk Controller comes a new implementation of RAID-5. When you move you RAID sets from an existing adapter to a new RAID adapter. The existing RAID structure will be removed and the new structure will be created.

The new I/O structure and the new 70 GB 15K RPM drives offer 35GB 15K RPM performance with twice the capacity. There is more information about this in the Technical Overview Performance presentation.

We suggest that the customers think about the Edition they are buying. It may be less expensive to buy the Standard Edition, but if you find you need to upgrade to Enterprise later, this is more expensive than the initial Enterprise Edition.

There may be features not available with the Edition upgrade. For example, there is no IXS on a Standard to Enterprise Edition upgrade on the iSeries 800, i810, but the i825, i870, i890 Enterprise Edition does include one 1.6 GHz IXS with 1 GB of memory.

As the newly announce products and features all require V5R2 (Feb 2003 level) we suggest customer get this new code and start test an implementation now rather than just before any potential upgrade.

A foil later in this presentation describes how to get the correct V5R2 software updates when upgrading to a new server or adding the new I/O to an existing 270, 820, 830, 840, and 890.

Also. after the information on system to system upgrades, the topics of I/O feature migration and HSL versus HSL-2 are covered.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Existing Models still availableEarlier models supported by V5R2 includes:

6xx, Sxx, 7xx, 170, 150, 250, 270, 820, 830, 840

Earlier models which can still be ordered from IBM as "new boxes"250, 270, 820, 830, 840

Earlier models which can be upgraded to newest models7xx, 270, 820, 830, 840 (7xx upgrades available until October 8, 2003)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Existing Models still availableThis shows emphasizes that the existing Models are still available.

Earlier models supported by V5R2 includes 6xx, Sxx, 7xx, 170, 150, 250, 270, 820, 830, 840

Earlier models which can still be ordered from IBM as "new boxes" include: 250, 270, 820, 830, 840

Earlier models which can be upgraded to the newest models:7xx (7xx upgrades available until October 8, 2003) 270 (upgrade from/to only specific models)820, 830, 840

IBM eServer iSeries

© 2000-2003 IBM Corporation

i800 i810 i825 i870 i890

270 x (#2469/7430)

720 x x

730 x x

740 x x x

i820 x x x

i830 x x x

i840 x x

i800 x

i810 x

i825 x x

i870 x x

i890 x

Upgrade Paths Summary

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Upgrade Paths SummaryThis is a simple table showing which servers can upgrade into the new January 2003 systems.

Note, the single 270 upgrade into the model 810 is from a 270-2434 (processor CPW 2350) with Interactive Feature #1520 (70 CPW) to the 810-2469 with the Enterprise Edition - feature #7430).

As stated earlier, for more detailed upgrade combinations, see:w3.ibm.com/sales/systems/iseries/There is also a Migration redbook being updated: IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG24-6055-02 (red draft Feb 2003)See the Hardware presentation in the May 2003 Announcements Technical Overview set of presentationsThe following ITSO Redpaper is intended to be a summary of supported upgrades/migrations that can be updated as necessary - IBM eServer iSeries Supported Upgrades, REDP0322, update planned for May 15, 2003

The next foils provide a look at the new upgrade possibilities available with the May 2003 announcement.

IBM eServer iSeries

© 2000-2003 IBM Corporation

May 2003: Additional Upgrade Paths Increase Flexibility

Lower price upgrades to 810720 entry to new 810 entry

820 entry to new 810 entry

Simpler, direct upgrades to 825from 720, 730 and 820

New 810 up through larger 810s

IBM eServer iSeries

© 2000-2003 IBM Corporation

720, 730, 740 to 810, 825, 870, 890One-step Hardware MES Upgrade Paths

Model 800 800 810 810 810 810 825 870 890 890

Proc 2463 2464 2465 2466 2467 2469 2473 2486 2497 2498

720 * 2061 x x x x

2062 x x x x x

2063 x x x x

2064 x x

730 * 2065 x x x x

2066 x x x

2067 x x x

2068 x x

740 * 2069 x x x

2070 x x x x

FFRROOMM

TOTO

* 720, 730, 740 upgrades orderable only through October 7, 2003

= new May 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

820, 830 to 810, 825, 870, 890One-step Hardware MES Upgrade Paths

Model 800 800 810 810 810 810 825 870 890 890

Proc 2463 2464 2465 2466 2467 2469 2473 2486 2497 2498

820 2395 x x x x x2396 x x x2397 x x x2398 x x2435 x x x x x2436 x x x2437 x x x2438 x x

830* 2400 x2402 x x x2403 x x x2349 x x x x

0153 x x

FFRROOMM

TOTO = new May 2003

*Note: all 830 processors of 4/8-way must be activated before upgrade

IBM eServer iSeries

© 2000-2003 IBM Corporation

800, 810, 825, 870, 890One-step Hardware MES Upgrade Paths

Model 800 800 810 810 810 810 825 870 890 890

Proc 2463 2464 2465 2466 2467 2469 2473 2486 2497 2498800 2463 x

2464

810 2465 x x x2466 x x2467 x2469

825 2473 x

870 2486 x x

890 2497 x2498

FFRROOMM

TOTO = new May 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

New Structure: Simplification, all on one single tableMODEL

N-WAY

SERVER FEATURE

SW GROUP

PROCESSOR FEATURE

CPW

STANDARDEDITION

FEATURE*

800EDITION

FEATURE*5250 CPW

ENTERPRISEEDITION

FEATURE*

CUoD ACTIVATION

FEATURE

TEMPORARY ENABLEMENT

FEATURE

TEMPORARY BILLING

FEATURE:Standard / Enterprise

On/Off PREPAID FEATUREStandard / Enterprise

**

i89024 - 32

0898P50

249829300 / 37400 7425 N/A 7427 1613 1778 1791 / 1792 1691 / 1682

i89016 - 24

0897P50

249720000 / 29300 7422 N/A 7424 1612 1777 1788 / 1789 1688 / 1689

i8708 - 16

0886P40

248611500 / 20000 7419 N/A 7421 1611 1776 1785 / 1786 1685 / 1686

i8253 - 6

0873P30

24733600 / 6600 7416 N/A 7418 1609 1773 1782 / 1783 1682 / 1683

i8102

0869P20

24692700 7428 N/A 7430 N/A N/A N/A N/A

i8101

0867P10

24671470 7410 N/A 7412 N/A N/A N/A N/A

i8101

0866P10

24661020 7407 N/A 7409 N/A N/A N/A N/A

i810**1

0868P10

2465750 7404 N/A 7406 N/A N/A N/A N/A

8001

0865P10

2464950 N/A 7408

50 N/A N/A N/A N/A N/A

8001

0864P05

2463300 N/A 7400

25 N/A N/A N/A N/A N/A

8001

0863P05

2463300 N/A 7400

25 N/A N/A N/A N/A N/A

* The Edition feature number appears in system value QPRCFEAT and DSHPDWRSC TYPE(*AHW) CEC Processor feature code

05/03**

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Simplification, all on one single tableThis single table shown here contains the complete overview of the new family of iSeries severs with the different feature codes and some of the most important specific properties of the different server features that come available with this announcement.

Note: The Edition feature number appears in system value QPRCFEAT and DSHPDWRSC TYPE(*AHW) CEC "Processor feature code" parameter. This value is also shown for the CAPACITY CARD CCIN value when performing temporaryCapacity Upgrade on Demand through the Service Tools interface.

The system value QPRCFEAT may be used by software products using software tier licensing.

Announced May, 2003

A set of 30 Processor Days prepaid Temporary Capacity on Demand (TCoD) features were announced May, 2003 for the 825, 870, and 890 models. - On/Off Prepaid for Model 825, for Model 870, and Model 890 features. Upon purchase of this prepaid feature, the customer's TCoD account will be credited for 30 processor days for each feature ordered. A customer's system must be enabled for On/Off Capacity on Demand before ordering one of these features.

Availability of these prepaid features is May 23, 2003. eConfig support is to be June 9, 2003.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Basic Question: Doing any 5250 OLTP work?If you plan on doing "zero" 5250 OLTP work, select Standard Edition

Limited single 5250 Administrative job supportedMultiple 5250 jobs will quickly exceed this capacity

If you plan on doing any "multiple jobs" 5250 OLTP work, select Enterprise EditionPlan ahead. Starting with Standard Edition and later upgrading to Enterprise Edition will be significant additional cost

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Basic Question: Doing any 5250 OLTP work?The term 5250 OLTP is introduced with the January 2003 announcements. This describes the same work that has been included in the term "interactive" in previous releases. It simply means are you doing 'production work" with jobs doing 5250 display or printer I/O operations.

On the i810, i825, i870, and i890 systems the Standard Edition essentially is the same as the previous 270, 820, 830, 840, and 890 BASE feature systems. That is, the base system and the Standard Edition will permit a single 5250 job to take a reasonable amount of TOTAL SYSTEM CPU UTILIZATION for administrative purposes. However, if multiple 5250 I/O jobs are active they are quickly prohibited from consuming very much CPU utilization.

If you are on an Enterprise Edition, you simply manage 5250 work along with other work as you did/do on systems where the Interactive CPW rating was/is equivalent to the Processor CPW rating - job priorities with the RUNPTY job parameter.

The following snapshot of all system processor CPW-based upgrade/migration features shown only include target systems when 5250 OLTP work is being done - the Enterprise Edition.

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration (subset) I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: System to System Upgrade ExamplesThis separator page begins a series of tables showing most, but not all of the supported system to system upgrades. We show only the target Enterprise Editions supporting more than a single 5250 administrative job. That is, you are doing full 5250 OLTP applications.

If you are satisfied to use a single 5250 administrative job, you can upgrade to the corresponding Standard Edition.

The System Handbook, GA19-5486-23, and the January 20, 2003 iSeries On Demand hardware announcement letters contain a complete set of supported from and to migration/upgrade features.

The following ITSO Redbooks document should be considered the official source for valid upgrade/migration system features list:IBM eServer iSeries Supported Upgrades, REDP0322, planned availability February 24, 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor

From Interactive To Processor To Edition

2434 1520 2469 7430

Upgrade: i270 to i810 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Upgrade: i270 to i810 (assuming 5250 OLTP)In this and the following supported sets of system to system migration tables we only show the cases where 5250 OLTP applications will be run on the target system. Therefore, until further notification, only Enterprise Editions are listed.

If 5250 OLTP work is not planned, then the target could be a supported Standard Edition package - except:for this 270 to 810 upgrade which requires a 270 with Interactive feature #1520 to upgrade only to an 810 with the Enterprise Edition package which has full 5250 capacityany exception noted in IBM eServer iSeries Supported Upgrades, REDP0322, planned availability February 24, 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i270 to i810 Doing any 5250 OLTP work?

Processor and Backplane are replaced

#7104 System Unit Expansion needs conversion to #7116#7123 DASD Expansion Unit needs conversion to #7136

Memory cards migrate

CD-ROM/DVD/Tape/IOPs/IOAs/Disk units in i270 and Expansion Towers migrate

#9767 base non-RAID disk controller cannot be used in i810Replace with Ultra SCSI Disk Controller / Tape Adapter #5705 (no RAID)Move up to 2778/4778, 2782, or 2757 (all RAID capable)

New covers - order #0133 conversion feature if i270 is in a rack (#0551)

Optional #7002 HSL Enabler is no longer required since i810 comes standard with HSL port enabled

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Upgrade Details: i270 to i810The i270 is the only product in the existing product range, with the exception of the i890, that allows an upgrade where parts are replaced, making it an attractive box for upgrades. Remember also that such an upgrade of an i270 to an i810 lifts the limitation of DASD space for this type of footprints - but does require enablement of 5250 CPW capacity.

When you are considering an upgrade of an i270 to an i810, you might want to take advantage of other significant technology changes at the same moment, such as the introduction of new disk controllers (the #2757) and/or new disk units, running at higher rotational speeds, to lift a possibly existing bottleneck of I/O throughput. Such an upgrade can easily be achieved on i270 upgrades.

If you are upgrading an existing i270 to an i810, and the base system has up to 6 disk units connected to a #9767 disk controller and uses mirrored protection, you need to replace this disk controller, since it is not supported on the i810. For that purpose, you may choose a #5705 disk controller if you want to maintain this level of protection on the disk units. If your upgrade plan includes to add disk units and to replace mirrored protection with RAID protection, you can order either a #2757, a #2782, or a #4778 as a replacement for the returned #9767. During your migration process and once you have replaced the #9767 with one of the controllers from the above list , you will have to stop mirroring, start RAID5 protection, add the disks which made up the mirrored pair to the system - eventually together with the addition of any newly ordered disks -, and finally balance the disks for capacity. Remember that an i270 supports, besides the #9767, only the #2763, #4748 and #4778 disk controllers, so if you are planning to install one of the newly announced disk controllers, you will have to wait to perform this procedure after the upgrade to the i810 target configuration.

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To

ProcessorTo

Edition2061 - 2063 Any 2466 7409

2064 Any 2469 7430

Upgrade: Model 720 to i810 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Doing any 5250 work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards requiredBase memory returned to IBMFeature memory property of customer

Feature CD-ROM/Tape migrate

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19- 5486-23

Upgrade Details: Model 720 to i810

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To

ProcessorTo

Edition

2061-2064 Any 2473 7418

Upgrade Paths: Model 720 to i825 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: Model 720 to i825 Doing any 5250 OLTP work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards requiredBase memory returned to IBMFeature memory property of customer

No expansion towers migrateConversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrateFeatures migrated to i825 System Unit need to be converted to #46xx

i825 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19- 5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2066 - 2068 Any 2473 7418

Upgrade Path: Model 730 to i825 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Model 740From Processor From Interactive To

ProcessorTo

Edition2069 - 2070 Any 2473 7418

Upgrade Paths: Model 740 to i825 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Doing any 5250 work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards requiredBase memory returned to IBMFeature memory property of customer

No expansion towers migrateConversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrateFeatures migrated to i825 System Unit need to be converted to #46xx

i825 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19- 5486-23

Upgrade Details: Model 730 / 740 to i825

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive i870To Processor

To Edition

2067 - 2068 Any 2486 7421

Upgrade Paths: Model 730 to i870 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Model 740From Processor From Interactive i870

To ProcessorTo

Edition2069 - 2070 Any 2486 7421

Upgrade Paths: Model 740 to i870 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Model 740From Processor From Interactive i890

To ProcessorTo

Edition2069 - 2070 Any 2497 7424

2070 Any 2498 7427

Upgrade Paths: Model 740 to i890 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: Model 730 / 740 to i870 / i890Doing any 5250 OLTP work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards requiredBase memory returned to IBMFeature memory property of customer

No expansion towers migrateConversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrateFeatures migrated to i825 System Unit need to be converted to #46xx

i825 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19- 5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2435 Any 2466 7409

2436 Any 2467 7412

2437 Any 2469 7430

Upgrade Paths: i820 to i810 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i820 to i810 Doing any 5250 OLTP?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate (i810 has a maximum of 4 towers)

Migration towers and any connected SPD towers cannot be used on i810Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

No feature conversions required

IOPs/IOAs/DASD that can migrate: #9767 cannot be used in i810

Replace with Ultra SCSI Disk Controller / Tape Adapter #5705 (no RAID)Move up to 2778/4778, 2782, or 2757 (all RAID capable)

See System Handbook, GA19- 5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2435 - 2437 Any 2473 7418

2438 Any 2473 7418

Upgrade Paths: i820 to i825 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i820 to i825Any 5250 OLTP work?

All upgrades are Roll-in / Roll-outMemory:

All new memory cards required

All HSL expansion towers migrateMigration towers and any connected SPD towers cannot be used on i825

Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrateFeatures migrated to i825 System Unit need to be converted to #46xxi825 requires DVD

IOPs/IOAs/DASD that can migrate: see below#9767 cannot be used in i825

Replace with Ultra SCSI Disk Controller / Tape Adapter #5705 (no RAID)Move up to 2778/4778, 2782, or 2757 (all RAID capable)

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2437 - 2438 Any 2486 7421

Upgrade Paths: i820 to i870 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i820 to i870Doing any 5250 OLTP work?

All upgrades are Roll-in / Roll-outMemory:

All new memory cards required

All HSL expansion towers migrate#5075 is not supported on i870, but can be converted to #5074

Migration towers and any connected SPD towers cannot be used on i825

Conversion offered for #5065/#5066 to #5074/#5079Feature CD-ROM/Tape migrate

Features migrated to i870 System Unit need to be converted to #46xx

i870 requires DVDIOPs/IOAs/DASD that can migrate:

#9767 cannot be used in i870Replace with Ultra SCSI Disk Controller / Tape Adapter #5705 (no RAID)Move up to 2778/4778, 2782, or 2757 (all RAID capable)

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2400, 2402 Any 2473 7418

Upgrade Paths: i830 to i825 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i830 to i825Doing any 5250 OLTP?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate

Migration towers and any connected SPD towers cannot be used on i825Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

Features migrated to i825 System Unit need to be converted to #46xxi825 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2400, 2402, 2439 1531 - 1532 - 1533 - 1534 - 1535 - 1536 - 1537 2486 7421

Upgrade Paths: i830 to i870 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i830 to i870Doing any 5250 OLTP work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate

Migration towers and any connected SPD towers cannot be used on i870Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

Features migrated to i870 System Unit need to be converted to #46xxi870 requires DVD

IOPs/IOAs/DASD that can migrate

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2402, 2403, 2349 Any 2497 7424

2403, 2349 Any 2498 7427

Upgrade Paths: i830 to i890 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i830 to i890Doing any 5250 work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate

Migration towers and any connected SPD towers cannot be used on i890Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

Features migrated to i890 System Unit need to be converted to #46xxi890 requires DVD

IOPs/IOAs/DASD that can migrate

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

2352 - 2416 - 2417 - 2418 Any 2486 7421

Upgrade Paths: i840 to i870 (assuming 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i840 to i870Doing any 5250 work?

All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate

Migration towers and any connected SPD towers cannot be used on i870Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

Features migrated to i870 System Unit need to be converted to #46xxi870 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Interactive To Processor

To Edition

0158 - 0159 N/A 2497 7422

2352 - 2353 - 2354 - 2416 - 2417 - 2418 - 2419 - 2420

1540 - 1541 - 1542 - 1543 - 1544 - 1545 - 1546 2497 7424

2353 - 2354 - 2419 - 2420 1547 2497 7424

2354 1548 2497 7424

2352 - 2353 - 2354 - 2416 - 2417 - 2418 - 2419 - 2420 -

2461

1540 - 1541 - 1542 - 1543 - 1544 - 1545 - 1546 2498 7427

2353 - 2354 - 2419 - 2420 - 2461 1547 2498 7427

2354 - 2461 1548 2498 7427

Upgrade Paths: i840 to i890 (with/without 5250 OLTP)

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: i840 to i890 (with/without 5250 OLTP)In this foil we include supported both no 5250 OLTP and with 520 OLTP application target feature and editions.

As a reminder, 7422 is a Standard Edition and 7424, 7427 are Enterprise Editions.

See the foil "New Structure: Hardware Simplification and Editions" for Standard and Enterprise Edition values.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i840 to i890All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate

Migration towers and any connected SPD towers cannot be used on i890Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrate

Features migrated to i890 System Unit need to be converted to #46xxi890 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Package To Processor To Edition

2463 7400 2464 7408

Upgrade Paths: i800 to i800

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Upgrade Paths: i800 to i800This and the following series of foils show upgrades within the new January 2003 systems.

Both Standard and Enterprise Editions are included.

Toward the beginning of this presentation, refer to the foil "New Structure: Hardware Simplification, Editions" for a list of processor features and corresponding editions.

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Package To Processor To Edition

2466 7407 2466 74092466 7407 2467 74102466 7407 2469 74282466 7409 2467 74122466 7409 2469 74302467 7410 2467 74122467 7410 2469 74282467 7412 2469 74302469 7428 2469 7430

Upgrade Paths: i810 to i810

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Package To i825To Processor To Edition

2473 7416 2473 7418

From Processor From Package To i870To Processor To Edition

2473 7416 2486 74192473 7418 2486 7421

Upgrade Paths: i825 to i825 / i870

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrade Details: i825 to i825 / i870All upgrades are Roll-in / Roll-out

Memory:

All new memory cards required

All HSL expansion towers migrate#5075 is not supported on i870, but can be converted to #5074

Migration towers and any connected SPD towers cannot be used on i890

Conversion offered for #5065/#5066 to #5074/#5079

Feature CD-ROM/Tape migrateFeatures migrated to i890 System Unit need to be converted to #46xxi890 requires DVD

IOPs/IOAs/DASD that can migrate:

See System Handbook, GA19-5486-23

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor From Package To i870To Processor To Edition

2486 7419 2486 7421

From Processor From Package To i890To Processor To Edition

2486 7419 2497 74222486 7419 2498 74272486 7421 2497 74242486 7421 2498 7427

Upgrade Paths: i870 to i870 / i890

IBM eServer iSeries

© 2000-2003 IBM Corporation

From Processor

From Interactive or Package To Processor To Edition

0197 N/A 2498 7425

2487 1576 - 1577 - 1578 - 1579- 1581 - 1583 - 1585 2497 7424

2487 - 2488 1576 - 1577 - 1578 - 1579- 1581 - 1583 - 1585 2498 7427

2497 7422 2497 7424

2497 7422 2498 7425

2497 7424 2498 7427

2498 7425 2498 7427

Upgrade Paths: i890

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Feature Conversions for New HardwareWe now cover a set of topics that include I/O conversions and main storage memory considerations.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Expansion UnitsMigration and SPD towers are not supported:

Replace them with new towers - optionally, rekit disk unitsUpgrade 5065 to 5074, 5066 to 5079

Upgrade 5075 to 5074

No upgrades from 5074 to new 5094, 5079 to new 5294

IBM eServer iSeries

© 2000-2003 IBM Corporation

Main StorageMemory cards from existing hardware does not migrate to new systems

Exception: memory cards from i270-2434 can be used in i810-2469

Base memory returns to IBM

Feature memory remains property of customer - no memory conversions

IBM eServer iSeries

© 2000-2003 IBM Corporation

Disk Unit ConversionRe-kittable 10 K RPM disk units can be converted to new systems and expansion towers

Description Original Feature Code Target Feature Code

8.5 GB 10 K RPM

6717681786178817

4317

17.5 GB 10 K RPM

6718681886188818

4318

IBM eServer iSeries

© 2000-2003 IBM Corporation

Support for Internal Storage DevicesInternal tapes 4x82 - 4x83 - 4x84 - 4x86 - 4x87 are supported via IOA controllers 2757*, 2763, 2782*, 4748, 4778, 5705*, 9778

CD-ROM 4x25, DVD-RAM 4x30 and DVD-ROM 4x31 are supported via IOA controllers 2757*, 2763, 2782*, 4748, 4778, 5705*, 9778

*New as of January 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

I/O AdaptersAll IO adapters supported on current 8xx servers migrate to new servers

See the following tables for conversion or replacement of PCI adapters and IOPs, previously housed in SPD buses

IBM eServer iSeries

© 2000-2003 IBM Corporation

SPD BUS PCI HSL BUSR(EPLACE)

ORC(ONVERT)

Short Description

#2718 #2768 / #5702 R Magnetic Media Controller#2720 #2742 + #4746 R WAN / Twinaxial Adapter#2721 #2742 / #4745 R 2-Line WAN Adapter#2722 #4746 R Twinaxial Adapter#2723 #4723 C 10 Mbps Ethernet Adapter#2724 #2744 R Token Ring Adapter#2726 #2763 / #4778 R Disk Unit Controller#2729 #2749 R Magnetic Media Controller#2740 #2763 / #4778 / #2757 R Disk Unit Controller#2741 #4748 / #2778 / #2757 R Disk Unit Controller#2745 #4745 C 2-Line WAN Adapter#2746 #4746 C Twinaxial Adapter#2748 #4748 C Disk Unit Controller#2750 #4750 C ISDN U Adapter#2751 #4751 C ISDN S/T Adapter#2761 #4761 C 8-Line Integrated Modem#2778 #4778 C Disk Unit Controller#2815 #4815 C 155 Mbps UTP OC3 ATM Adapter#2816 #4816 C 155 Mbps MMF ATM#2818 #4818 C 155 Mbps SMF ATM

PCI IOA Feature Replacement or Conversion - 1 -

IBM eServer iSeries

© 2000-2003 IBM Corporation

The following I/O Adapters (controllers) can be used but are "grayed out" as they are not recommended to covert to as the newer technology controller also listed:

#2763 - PCI RAID Disk Unit Ctrl#2768 - PCI Magnetic Media Ctlr

Notes: PCI IOA Feature Replacement or Conversion -1

IBM eServer iSeries

© 2000-2003 IBM Corporation

SPD BUS PCI HSL BUS (R)eplace or

(C)onvert)

Short Description

#4802 #4801 C Cryptographic Coprocessor

#2809 #2843 / #2844 R LAN/WAN Workstation IOP

#2824 #2843 / #2844 R IOP

#2851 #2791 / #2799 R Integrated NetFinity Server

#2854 #2791 / #2799 R Integrated NetFinity Server

#2865 #2791 / #2799 R Integrated NetFinity Server

PCI IOP Feature Replacement or Conversion - 2 -

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

The BasicsMigration or Upgrade process always consists of:

Requirements gatheringSolution design and validationComponents (hardware, software, services) selection

Solution implementation

Several iterations possible - each activity has multiple sub-activities

Planning of each activity is key

IBM eServer iSeries

© 2000-2003 IBM Corporation

There is no major difference between planning for migration or upgrade of existing servers, as compared to with previous releases. There are however some issues which will need special care, such as the replacement or migration of the load source, since a customer might be interested in replacing the current I/O subsystems in his server at the same time. Also, the January 2003 Power4 systems do not support SPD I/O attachment, not even migration towers.

As always, the major requirement is to clearly understand and document the customer requirements and/or expectations, both from an operational and procedural way. In this phase, you will typically define what service delivery levels the customer wants to achieve with the new server, and how the migration or upgrade will be performed. This is a step in which all of the information will be collected, pertaining to throughput, response times, availability of the system, current footprint configuration, operational procedures and quantified and qualified expectations of the customer.

Once this task is completed, a first design of the solution can be made, where no specific component is being selected, to validate the proposal with the customer. This step can lead into an iteration or specification of customer requirements, to refine the solution design.

After the completion of the solution design the component can be defined, consisting of configurations, performance and throughput predictions, service engagements, procedures to be followed, timings, etc.

See also APAR II3440, on the required level of PTFs for upgrading the V5R2 code to the correct level for support of the new hardware:

Software Requirements for Model 800, 810, 825, 870, and certain 890 models

If your newly shipped server from IBM is one of the models listed above, the correct level of software is shipped with your server. Proceed to section Requirements to support the new terms and conditions of OS/400 licensing to validate licensing information on your new server.

If you are planning to upgrade your existing server to one of these new servers, you must have both requirement below:resave level B (RSB on the label) or later for V5R2 andPTF cumulative package xxxx or later for V5R2

This level of code must be on each partition of your existing server you are upgrading.

Notes: The Basics

IBM eServer iSeries

© 2000-2003 IBM Corporation

General server considerationsGeneral

HSL- HSL-2 cables (conversion)RAID to RAID35 GB vs. 70 GB drives

Buy enterprise upfront - less expensive than upgradeNo IXS on Standard to Enterprise

Must load V5R2 (Feb 2003 level) and PTFs to support new hardware before upgrade

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: General server considerationsThis chart out lines the considerations that can apply across the whole server range. Key Points:

HSL and the need for planningNeed to examine current application environment - Standard (limited 5250 OLTP CPW) or Enterprise (full 5250 OLTP CPW and suite of software products) before making a decision. The term "5250 OLTP" (On Line Transaction Processing) is being introduced to distinguish applications doing 5250 I/O operations from the more generic term - "interactive" used in the past. The Performance presentation contains more details on this subject, and the System Handbook does as well.

You should be loading V5R2 (Feb 2003 level) whether you are upgrading or not. However, when upgrading, you need to ensure you have the right level of V5R2 software to run the new hardware. We discuss this later in the personation.

In general the HSL rules are not complex, provided you do read them! We have made it very easy to move I/O from existing HSL based system to the new models by employing a HSL to HSL-2 conversion cable. This cable can be used both ways round. From an existing model to a new tower or from an existing tower to a new model.

With the new #2757 PCI-X Disk Controller comes a new implementation of RAID-5. When you move you RAID sets from an existing adapter to a new RAID adapter. The existing RAID structure will be removed and the new structure will be created.

The new I/O structure and the new 70 GB 15K RPM drives offer 35 GB 15K RPM performance with twice the capacity. There is more information about this in the Technical Overview Performance presentation.

Important notes:We suggest that the customers think about the Edition they are buying. It may be less expensive to buy the Standard Edition, but if you find you need to upgrade to Enterprise later, this is more expensive than the initial Enterprise Edition price.There may be features not included with the Edition upgrade. For example, there is no IXS on a Standard to Enterprise Edition upgrade. When purchased new, the i825, i870, i890 Enterprise Edition does include one 1.6 GHz IXS with 1 GB of memory.

As the newly announce products and features all require V5R2 (Feb 2003 level) we suggest customer get this new code and start test an implementation now rather than just before any potential upgrade.

A following foil describes how to get the correct V5R2 software updates when upgrading to a new server or adding the new I/O to an existing 820, 830, 840, and 890.

The next foil discusses Load Source Migration considerations - a very important topic when upgrading or migrating!

IBM eServer iSeries

© 2000-2003 IBM Corporation

Yes No

No Yes

Unload/Reload Services

No

Yes

Check/Provide Disk Slots

Move Load

Source?

Load Source

Change?

Load Source

Migration?

Load Source Upgrade Flowchart

IBM eServer iSeries

© 2000-2003 IBM Corporation

When you are upgrading an existing 8xx server, you need to consider how you will implement the load source unit. Here are some of the possibilities and procedures on how to handle different types of load source migration scenario's:

The load source unit, together with the disks that form its protection scheme (mirroring or RAID5) are removed from the current, or source, system unit and transferred into the new, or target, system, using the same disk adapter from the source system unit.This is by far the easiest way to migrate, since both the disk controller and its disk units will be transferred to the new system. The only exception is for the i270 to i810 upgrade where the i270 has a# 9767 base disk controller, since it is sent back to IBM after the upgrade. In this case, a new disk controller needs to be ordered on the i810, such as the #5705.In any of these cases, you have to make sure that there are enough free disk slots in the target system to house the same amount of disks from the source system in order to preserve the protection setup the source system was using (RAID5 arrays or mirrored sets).The load source unit, together with the disks that form its protection scheme (mirroring or RAID5) are removed from the current, or source, system unit and transferred into the new, or target, system, using new disk adapter technology that is acquired with the upgrade.When using RAID5 protection, the new disk adapter, such as the 2757, will, at IPL time, rearrange the parity distribution on the existing disks, according to the new algorithms used by these controllers. This requires a longer IPL time than would be needed otherwise.There will be a new load source unit, with a different capacity and/or format in the target system.In this case, you can either select to perform a full unload/reload or to use the load source migration utility to bring up the new system. If you want to use the load source migration as a service offering from IBM or a Business Partner, you need to make sure that enough disk slots are available under the disk adapter in the target system to match the existing configuration, depending on the existing protection setup (RAID5 or mirroring) and the required protection setup on the target system.

For upgrades from 7xx, the same rules apply, but in this case, rekitting eligible SPD disks to 43xx needs to be included in the proposal and statement of work. All other cases will require an unload/reload.

It is therefore essential that, before any upgrade can be considered, a detailed planning be performed, consisting of:Careful documentation of the existing disk protection and disk location in the system racks and expansion units. In certain cases, you might want to see this updated in the customer inventory records, especially if the load source specify does not represent what kind of unit the customer uses.Documentation of customer objectives for the upgrade, including:

Maximum allowable downtimeExpected changes in protection or capacity of the disk configuration

Documentation of customer procedures for backup and recovery, including procedures for unload/reloadPlanning for intervention of service personnel during the upgrade

When preparing any upgrade, we recommend to use the Solution Assurance procedure to catch any other possible issues and to avoid problems during the upgrade.

Notes: Load Source Upgrade Flowchart

IBM eServer iSeries

© 2000-2003 IBM Corporation

Hardware/Software Prerequisites

IBM eServer iSeries

© 2000-2003 IBM Corporation

Hardware Support with V5R2 (Feb 2003 Level) Model 150, 6xx, S10, S20, S30, S40 and SB1

Not supported on the OS/400 release following V5R2

ATM (Asynchronous Transfer Mode) technologyNot supported on the OS/400 release following V5R2

Hardware not supported at V5R2Model 4xx/5xx13GB QIC tape drives, Diskette drives, ISDN adapters

Upgrades from 6xx, Sxx boxes into the new models.

Hardware not supported by new models Migration towers are not supported on 800, i810, i825, i870 and the i890

Older SPD attached PCI towers are not supported (can convert) Internal QIC tape drives: 1.2GB, 2.5GB and 13GB

SPD IOPs/IOAs are not supported

Withdrawn hardware list and suggestions at:http://www-1.ibm.com/servers/eserver/iseries/support/planning/v5r1state.html#spd2pcifeatures

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Hardware Support with V5R2 (Feb 2003 Level) This foil gives the best summary of "older hardware" features V5R2 support statements.

Migration Towers 5033,5034,5035 and 5077 are not supported on the new models. The SPD attached PCI towers are also not supported on the new models. The disks and the PCI cards need to be accommodated in a 5074 or a 5094 based on their compatibility. Some of the expansion units can be converted to work with the new models. However detailed planning needs to be done before beginning the expansion unit conversion if you are upgrading a partitioned server.

Special note: Detailed planning is required to reassign the bus numbers while upgrading a partitioned server.

Since the migration towers are no longer supported on the new models, all SPD only devices need to be connected to equivalent PCI IOAs which are supported on the new models. The device/IOA compatibility matrix along with the device support on the models need to be verified before moving the SPD attached devices..

IBM eServer iSeries

© 2000-2003 IBM Corporation

This link tells you the features which are not supported by V5R2:

http://www-1.ibm.com/servers/eserver/iseries/support/planning/v5r2hardware.html .

If what you're looking for is an announcement letter of features which are no longer marketed, the announcement letter (US) is letter 903-011:

Note the distinction between withdrawal from marketing and withdrawal of support. The withdrawal from marketing is a formal IBM announcement. A feature may be supported on new releases or systems long after it is no longer marketed.

Withdrawal from support is not typically an announcement, but is generally conveyed through something like the planning web pages when a new software release or hardware model family is introduced.

There is also a formal end of hardware maintenance at some point. IBM Technical Services (ITS) will declare this at a machine-type/model level when they determine that they are no longer going to provide maintenance under maintenance agreements for a given model. This is not done at a feature level. Being sound business persons, the ITS will keep maintenance agreements available as long as they are profitable.

Notes: Hardware Support with V5R2 (Feb 2003 Level) -2

IBM eServer iSeries

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HSL Planning and Considerations

IBM eServer iSeries

© 2000-2003 IBM Corporation

HSL on new Models at V5R2 (Feb 2003 level)Mixed HSL on new Models

800 and 810 are both HSL

HSL-2 available/supported on:

i825, i870, i890New PCI-X towers: 5088, 5095, 5094, 5294

HSL-2 with flexibility built in

When connecting HSL towers to HSL-2 ports, you need (at least one) HSL to HSL-2 cable

Copper HSL and Copper HSL-2 can be intermixed

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: HSL on new Models at V5R2 (Feb 2003 level)This foils lists the major "points to consider" in the HSL loop and cabling considerations when migrating (or upgrading) to new server hardware configuration. The mixing of new technology hardware with existing older technology hardware is a prime consideration.

We include the listed topics in the following foils.

Note: Support for the HSL-2 cables implies that with some future edition of the associated HSL adapters on both the iSeries and the I/O towers on a loop consisting only of HSL-2 cables, higher maximum bits per second will be supported. At this time the planned availability of such adapters is not known.

IBM eServer iSeries

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HSL Rules and where to find themNew rules for new servers and I/O

eConfig has some base rules built inYou must plan your upgraded HSL environmentAim to achieve 'balanced' loops

Try to segregate types of high demand I/OTape, disk, and gigabit Ethernet

IXA a special caseRisk of loop splitMigration tower

iSeries System Builder V5R2 (SG24-2155-08,System Handbook V5R2, GA19-5486-23,

iSeries Server Migration Redbook - IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG25-6055-02,

http//:www-1.ibm.com/servers/eserver/iseries/ha/systemdesign.html

Private tower

Switchable tower

Private tower

Switchable tower

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: HSL Rules and where to find themAs you can see, understanding HSL rules and making "best performance" choices require careful planning if you already have a large number of I/O devices on your existing system.

xSeries servers supported via the HSL cable attached to the Integrated xSeries Server Adapter (IXA) needs special attention to ensure its functioning does not significantly impact the throughput of other devices on the same loop.

We review the latest techniques and considerations in the next foils.

Note the references for additional information.

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HSL Loop Maximums270 800 810 820 825 830 840 870 890

System MaximumsHSL Loops 1 1 1 1 3 4 8 8 14HSL Loops supporting fiber optic cables

0 0 0 0 2 1 2 6 12

I/O Towers 1 1 4 5 18 13 23* 47* 47*IXA Cards in xSeries towers 2 3 7 8 18 16 60 60 60I/O Towers and IXA Cards 3 4 8 9 27 21 60 60 60HSL OptiConnect Loops 1 1 1 1 2 2 4 8** 14**HSL Migration Tower 0 0 0 1 0 1 1 0 0

HSL Loop MaximumsI/O Towers 1 1 4 5 6 6 6 6 6IXA Cards in xSeries towers 2 3 7 8 8 8 8 8 8I/O Towers and IXA Cards 3 4 8 9 9 9 9 9 9

HSL OptiConnect Loop - 2 systemsI/O Towers and IXA Cards 4 4 4 4 4 4 4 4 4

HSL OptiConnect Loop - 3 systemsI/O Towers and IXA Cards N/A N/A N/A N/A 0 0 0 0 0

* I/O Tower maximums do not include the base I/O tower attached to model 840, 870 and 890** OptiConnect not recommend on first loop (used to access load source device) Other notes: Maximum number of I/O towers per loop is 6. Maximum number of IXA per loop is 8. Maximum number of total I/O towers and IXA per loop is 9.Maximum number of non PCI-X I/O towers and IXA per loop is 5 total on each of the 825 1st and 2nd loops. Non PCI-X towers include the #0578, #5078, #5074, #5075, and the #5079 which counts as two towers. An I/O Tower has two HSL Ports (0 and 1). On Model 825 the IXA loop maximums vary by loop.

IBM eServer iSeries

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Notes: HSL Loop MaximumsThis is a nice summary chart, showing the maximum HSL loops on each of the 270 and 8xx servers, as well as the maximum towers per loop.

IBM eServer iSeries

© 2000-2003 IBM Corporation

System Unit Cable OptionsCable feature Cable name 270 800

810820 825 830

840870890

Copper1460 3m HSL Copper cable X X X X1461 6m HSL Copper cable X X X X1462 15m HSL Copper cable note 2 X1474 6m HSL to HSL-2 cable X X X X X X1475 10m HSL to HSL-2 cable note 2 X X X1482 3.5m HSL-2 cable X X1483 10m HSL-2 cable X X

Fiber Optic (see note 1)1470 6m HSL Optical cable X X X1471 30m HSL Optical cable X X X1472 100m HSL Optical cable X X X1473 250m HSL Optical cable X X X

SPCN1463 2m SPCN cable X X X X X X1464 6m SPCN cable X X X X X X1465 15m SPCN cable X X X X X X1466 30M SPCN cable X X X X X X1468 100m Fiber Optic SPCN cable X X X0369 250m Fiber Optic SPCN cable X X X

Note 1: Fiber Optic cable requires a base or feature optical HSL Port card in the systemNote 2: Not supported on the A1 port of the model 820. It is supported on the A0 port.General note: Fiber optic SPCN (System Power Control Network) cables include two copper to

fiber adapters, p/n 90H6287

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Here you see the HSL cabling features available for Copper, Optical and SPCN (System Power Control Network) connections.

See the notes for the appropriate table cell at the bottom of this foil.

Notes: System Unit Cable Options

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I/O Tower Cable OptionsCable

feature Cable name 5074 5075 5078

05785079 8079

IXAcard

50949094

50950595

5088 0588

5294 8094

Copper1460 3m HSL Copper cable X X X X X1461 6m HSL Copper cable X X X X X1462 15m HSL Copper cable X X X X X1474 6m HSL to HSL-2 cable X X X X X X X X X1475 10m HSL to HSL-2 cable X X X X X X X X X1482 3.5m HSL-2 cable X X X X1483 10m HSL-2 cable X X X X

Fiber Optic (see note)1470 6m HSL Optical cable X X X X X X X1471 30m HSL Optical cable X X X X X X X1472 100m HSL Optical cable X X X X X X X1473 250m HSL Optical cable X X X X X X X

SPCN1463 2m SPCN cable X X X X X X X X X1464 6m SPCN cable X X X X X X X X X1465 15m SPCN cable X X X X X X X X X1466 30m SPCN cable X X X X X X X X X1468 100m Fiber Optic SPCN cable X X X X X X X X0369 250m Fiber Optic SPCN cable X X X X X X X X

note: Optical cable requires a base or feature optical HSL Port card in the towernote: 8093 same as a 8094 bottom and a 5074 topnote: Fiber optic SPCN cables include two copper to fiber adapters, p/n 90H6287

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Notes: I/O Tower Cable OptionsHere you see the HSL cabling features available for Copper, Optical and SPCN (System Power Control Network connections.

See the notes for the appropriate table cell at the bottom of this foil.

The next sequence of foils show some examples of HSL configurations.

IBM eServer iSeries

© 2000-2003 IBM Corporation

HSL Migration Examples

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: HSL Migration ExamplesThe next set of foils show some examples of the "more planning required" migration of an i820 to a new i825. showing HSL to HSL-2 cabling and IXA considerations. The following examples are not an exhaustive treatment of all possible HSL cable and I/O tower placement considerations.

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5074 Tower

HSL Loop

5074 Tower

Model 820 xSeries with HSL Adapter (IXA)

HSL cable HSL cable

HSL cableHSL cable

HSL Migration Example (source system)

Note : If the bottom 5074 was a migration tower then the xSeries & the top 5074 positions must be reversed.

IBM eServer iSeries

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Notes: HSL Migration Example (source system) The following charts demonstrate the flexibility that HSL provides for iSeries in general and for upgrades.

The chart show an example of a typical server upgrade where an 820 system (source systems) with two 5074 towers and an IXA , which is to be upgraded to an 825 (target system on the next foil).

Key Points:This is a simple "plug and go" upgrade with the special consideration added of the I/O tower containing the IXA.Note the IXA and its position in the loop

The source system is an 820 which has got only one HSL loop and therefore both the 5074s and the IXA are on one loop.

The single loop on the Model 820 has always been a limiting factor - forcing expansion unit, migration tower and IXA mixture on the same loop.

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HSL Migration Example (Target system)

5074 Tower

5074 Tower

xSeries with HSL Adapter

HSL Loop

HSL LoopModel 825

HSL-2 to HSL Cable

HSL-2 to HSL Cable

HSL to HSL cable

HSL-2 to HSL cable

HSL-2 to HSL cable

Note: Three spare HSL cables

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Notes: HSL Migration Example (Target system)This chart shows the resulting configuration of the 820 to 825 upgrade and the new HSL configuration.

A key point is the 825 offers a great deal of flexibility and expansion is such a small package, including up to three HSL loop capability.

The target i825, with its up to three HSL loops capability enables us to distribute the towers and the IXA across two different loops providing isolation and possible performance gains. The upgraded 825 system uses two of the possible three HSL loops .

Note: On the source system the number of HSL cables used is 4. This leaves three spare HSL cables. In the target system, we use HSL-1 cables - 1 HSL to HSL-2 cable - 4

The target system needs 4 new HSL to HSL-2 cables (conversion cables) included in the order.

Note on the HSL cabling costs. These cables are rather expensive, so be sure to include HSL cables in your planning.

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Note: Mix of PCI and PCI-X towers in one loop

820 - 825 Upgrade and adding two new I/O towers: 1 loop

System i825

5074 Tower

5074 Tower

5094 Tower5094 Tower

HSL-2 to HSL Cable HSL cable

HSL-2 cableHSL-2 cable

HSL Loop

HSL-2 to HSL cable

xSeries with HSL Adapter

HSL cable

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Notes: 820 - 825 Upgrade alternative: 825, 1 HSL loopThis chart provides an alternative HSL solution to the previous chart but adds two new 5094 PIC-X I/O towers. This offers the least expensive option, but you should try to stay away from this if possible, because. of the exposure to errors affecting all I/O on the same loop. Also, it does not provide the best workload and I/O performance possibilities.

While the IXA card on the same loop is a bi-directional device, its presence carries the risk that it can be inadvertently powered down. This breaks the loop. While the other expansion units are still connected to the system, the resiliency has been reduced. If a port or cable should fail while the IXA adapter is powered off. The adjacent expansion unit will fail.

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Note: PCI and PCI-X towers are on separate loops

HSL to HSL-2 Cable

HSL cable

HSL to HSL-2 Cable

HSL Loop

HSL Loop

HSL-2 cable

HSL-2 cable HSL-2 cable

5074 Tower

5074 Tower

5094 Tower

5094 Tower

820 - 825 Upgrade and adding two I/O towers: 2 loops

IBM eServer iSeries

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Notes: 820 - 825 Upgrade -adding two I/O towers: 2 loopsIn this example we do not show the xSeries with HSL adapter. Rather we are showing a recommended best performance 825 HSL loop configuration when migrating 2 older PCI I/O towers and adding 2 new PCI-X I/O towers.

We just placed them on separate loops.

If you still had the xSeries with HSL adapter you are faced with using a third HSL loop or adding the xSeries with HSL adapter to one of the two loops - with the same consideration discussed on the preceding foil.

This is the end of specific HSL loop considerations in this presentation. See the redbook listed earlier or the references at the end of this presentation for more complete scenarios and considerations.

IBM eServer iSeries

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AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

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The supported model upgrades to new models can be broadly classified as: 270 to 810 800 to 800 810 to 810 7xx to 810, 825, 870, 890 820,830,840, 825, 870, 890 to 825, 870, 890 Upgrades to rack mounted servers

Note: For supported upgrades refer to V5R2 System Handbook, GA19-5486-23, January 24, 2003 iSeries On Demand Announcement letter, redpaper IBM eServer iSeries Supported Upgrades, REDP0322, IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG24-6055-02 (red draft Feb 2003)

The methods for achieving these model upgrades are:Load Source MigrationConvert or relocate disks Unload/ReloadSide-by-side

Model Upgrades to new models review

In general you should carry out a Solution Assurance for any upgrade

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General upgrade preliminary tasksEnsure installed release at latest fix level

Install V5R2 (Feb 2003 level) before full system saves

Full system saves before and after upgrade

At least two saves Full tape clean before and after each save

Ensure there is space for relocated and new components

CD, disks, IOAs

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Upgrade/Migration ScenariosExample-1

Customer has a 270 (Processor feature #2434) system with 6 disks on a #9767 controller with mirrored protection. Existing server is running V5R2 (Feb 2003 Level)Customer would like to upgrade to an 810 (processor feature #2469)RAID parity protection in the new server, is a requirement. New DASD controller #2757 orderedAdditional Ethernet IOA ordered

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Upgrade/Migration ScenariosUpgrade Tasks:

Preliminary tasksStop Mirrored protection on the source systemProcessor and Backplane replaced in the new machine

Install old memory modules (Same memory modules supported) + any new onesNew controller #2757 installed on the new backplane. (#9767 is not supported on 810)

New Ethernet IOA installedDisks, CDROM, tape unit (not 13GB) and other IOPs may be migrated

Migration depends on space/costAt IPL RAID protection started on the new machine Old Processor/Backplane returned to IBM

Do a full system save

This completes the upgrade activity

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Upgrade/Migration Scenarios:Example - 2:

Customer has a 270-2434 (processor CPW 2350) with Interactive Feature #1520 (70 CPW) and wants to replace it with an 810(#2469 processor feature)

Target 810 must have Enterprise Edition #7430Customer has five disks on the source machine with RAID on a #4748 controller Target machine has a new controller #2757 IOA

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Upgrade/Migration Scenarios:Migration tasks:

Preliminary tasksUpgrade not possible. New machine (migration) is brought inOld memory cards not supported. New memory installed on the machine

DASD units removed from the old machine and installed on #2757 on the 810CDROM/DVD/Tape units migrated from 270 to 810 provided there is spaceIOPs/IOAs migrated from 270 to 810 (provided there are available slots)

During first IPL, RAID is restructured for each existing RAID set under a new #2757

NOTE: during this restructure activity, data is unprotected.Old 270 remains with customer

Do a full system save

This completes the upgrade activity

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Upgrade/Migration ScenariosExample - 3:

Customer has an AS/400 720 machine with #2748 controller with an 8 GB load source. Customer upgrading to an 825 machine with 17.5 GB load source. Customer has an expansion tower 5065 connected to the source machine.Current server is at V5R2. This causes an additional step to install and test V5R2 (February 2003) PTFs.

Possible scenarios depending planned disk configuration changesMany newer 10k RPM drives in base that will be reusedMixed disk drives configuration in base (size and speed)

Few or no 10k RPM drives in base that will be reused

Mixing disk sizes on target machines may impact performance

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Upgrade/Migration Scenarios: Load Source MigrationUpgrade steps with load source migration:

Preliminary tasksInstall 5065 or 5066 and drives to meet planned needs

One drive to remain non-configured for Load Source Migration (LSM)Roll-in/Roll-out upgrade. All new memory DIMMs. Old memory not supported.Move user data from drives to be removed and spread across ASP

The ASP includes the new drives in the 5065 towerCopy load source to non-configured disk unit in 5065 Convert 5065 to 5074 (replace IOPs/IOAs as required)Connect 5074 to new 825Convert feature CDROM/tape to #46xx before migrating to 825 CEC

Migrate/convert supported PCI IOAsMigrate/convert supported DASD featuresMigrate load source with LSM utility

Return old 720 processor, frame to IBM.Do a full system saveThis completes the upgrade activity

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Upgrade/Migration Scenarios: No Load Source MigrationUpgrade steps with disk relocation (no load source change):

Perform preliminary tasks

Install 5065 or 5066 to meet planned needsRoll-in/Roll-out upgrade. All new memory DIMMs. Old memory not supported.Move user data from drives to be removed across ASP

This includes the new drives in 5065Convert 5065 to 5074 (replace IOPs/IOAs as required)

Connect 5074 to new 825.Convert feature CDROM/tape to #46xx before migrating to 825 CEC.

Migrate/convert supported PCI IOAs.Convert supported DASD features.

IPL from converted Load Source UnitReturn old 720 processor, frame to IBM

Do a full system save

This completes the activity

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820, 830, 840, i890 to i825, i870, i890 upgrade summaryAssume all I/O supported with latest PCI

Very simple upgrades

Carry out preliminary tasks

Power down

Unplug disks and I/O from old CEC

Plug disks and I/O into new CEC

Mixing disk sizes on target machines may impact performance

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

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LPARPlanning and information gathering is vital before LPAR upgrade

Existing 820, 830, 840 to 820, 830, 840 follow existing V5 rules270 to 810820, 830, 840, 890 to 825, 870, 890

All partitions V5R2 (Feb 2003 level)Simple plug and go if Partition 0 (primary) owns all resources in system unit

After automatic bus renumbering, fix bus ownershipAdd new resources to partitions as requiredAdapt partition to new processing resources

7xx to 825, 870, 890All partitions V5R2 (Feb 2003 level)Disk Migration While Active (DMWA) to move user data to new or existing disk units in PCI towersUpgrade to new hardware

Simple load source migrationAfter automatic bus renumbering, fix bus ownershipRecreate LPAR and adapt partitions to new processing resources

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LPAR Upgrade considerationsCan be simple - many simple tasks, but overall a complex process

Ensure all partitions at most current release

May be Roll-in/Roll-out

Determine current system and target system resource allocations and bus ownership

Assign new features, memory, processors

Moving to and from CUoD systemsProcessor activationMemory installation

May need IPL to make changes to Partition 0 (primary) Minimum / Maximum processor, storage allocations

Upgrade to Model 825 - Ethernet LAN console only on Partition 0

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7xx to 8xx exampleSimple upgrade process for complex environment

OS/400 to V5R2 (Feb 2003 announce)

Two LPARs (Primary and Secondary)

Migrate storage to PCI tower

Copy load source

Convert 5066 to 5079

Copy load source to new server

Bus renumbering

Recreate LPAR configuration

Reallocate resources

PrimarySecondary

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8xx to 8xx LPAR upgradeEven simpler upgrade ..........

Partitions to V5R2 (Feb 2003 Level)

Add new tower to existing system

Remove SPD hardware

Unplug disk from Model 820

Plug disk into Model 825

Reallocate resources

Go .....

If using a new disk IOA (e.g. #2757) you must remember RAID change processing

Primary Secondary

Primary

Secondary

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© 2000-2003 IBM Corporation

Side-by-side upgrade optionExisting Side-by-Side P847156

RPQ with a feeUp to 56 daysLimited availability for upgrades to pre-Feb 2003 Models 830 and 840

Redefined Side-by-Side P847156

Information Only RPQOnly available through a special bid approval process -requires a negotiated price/contract for temporary software license, and ....Up to 56 days to complete

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Notes: Side by Side optionInformation only RPQ 847156 has existed in the past for side-by-side upgrades to earlier systems that included 830, 830, 840 target systems. That earlier support was chargeable.

Starting in January 2003, this is ab Information only RPQ and, when approved through a special bids process, no longer has a price.

Here are more details.

This is an informational RPQ that provides the necessary information, guidelines and process to allow a customer to run two servers with the same type/serial number concurrently for a limited time period when upgrading to an iSeries processor. The processor upgrade must be an upgrade which replaces a very large portion of the physical CEC to be a viable side by side. The two servers consist of:

Source system: 720, 730, 740, 820, 825, 830, 840 which is being upgraded to an 825, 830, 840, 870, or 890 Target system: resulting 825, 830, 840, 870, or 890

Only published upgrade paths are supported. A side by side within a model is not allowed, that is, no 825 to 825, 830 to 830, etc. Also, an 870 to 890 is not supported as a side by side upgrade.

A side by side is only available via the special bid process. A special bid must be completed by the appropriate geography pricer for each side by side. The special bid will establish the price for the side by side, provide a temporary software license and allow a retention of the return MES parts/features for a specified period of time not to exceed 8 weeks. A services contract will normally be required to cover the cost of additional service time and trips associated with a side by side. Prices for the special bid are dependent on the length of time and the resulting iSeries model.

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrading in HA EnvironmentsConsider the two categories (types) of HA environments:

Full replication environment ("full HA")Independent Auxiliary Storage Pool (iASP) switchable environment ("limited/planned high availability")

Planning is essentialYou must test Will the customer business accept no protection during upgrade?

If no, third system or LPAR will be required to maintain protectionOperating system environment

Create switchable test environmentApplication upgrade considerations

Create switchable test environment - LPAR Is application available at new release?Is a data migration program required?

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Notes: Upgrading in HAThis foil reminds us of the extra importance of the planning considerations for upgrading/migrating to a new server in a "high availability" environment.

If using a High Availability (HA) software package you need to get the software vendor involved.

If performing your own "switching of I/O (disks/entire I/O tower)" you need to plan when to do the switch.

In all situations you need to work with the business to determine how much "down time" they can tolerate and then do appropriate planning. A third system may be required.

The next foils discusses the simpler, limited high availability, technique of using IASP switching between systems.

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Upgrading Independent ASPs

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© 2000-2003 IBM Corporation

Upgrade iASPsCreation, switching IASPs enables most QSYS.LIB objects to be supported,

New hardware does not impact V5R2 General Availability of iASP capabilities

V5R1 to V5R2 upgradeSimple upgrade, all conversion automatic at vary onCannot go back once V5R1 iASP varied on to V5R2 operating system

Switchable iASPs

Create test environmentSwitch to backup serverUpgrade primary partition (Partition 0)

Switch backUpgrade backup server

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

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Upgrading integrated Windows os environmentsComing from older internal PC servers

FSIOP, IPCS, INS, IXS to new IXS or IXA

The latest 1.6 GHz Integrated xSeries of iSeries (IXS)Only supports Windows 2000 Server and Advanced Server operating systems (os)You must perform new Windows install to migrateWindows "Plug-n-Play" detects new hardware

From existing Models 270, 8xx with IXA to new models of 8xx

HSL-2 supports IXA, but HSL-2 to HSL conversion cable requiredNo specific upgrade requirements

When in HSL loop with migration tower, IXA position is critical

Enterprise Edition includes an IXS under i825, i870, i890 (#2497/#2498)

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© 2000-2003 IBM Corporation

Notes: Upgrading integrated Windows os environmentsThis foil reminds us of the specific Windows operating systems supported on the newer Integrated xSeries Servers for iSeries supported on the internal IXS and externally via the IXA.

Note that we covered the positioning of an Integrated xSeries Servers for iSeries HSL loop positioning much earlier in this presentation, starting with the "HSL Migration" section.

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

Upgrading Linux Partitions to V5R2V5R2 adds Linux partition support of ESS external disks via direct attach to the #2766 Fiber Channel Disk adapter

The LP9002L PowerPC Linux device driver available from Emulex Corporation Distribution v4.20p support

Turbolinux Server 7.0 and SuSE Linux Enterprise Server 7: Yes Red Hat Linux 7.1: No

No support for 2765 Tape adapter

Up to 10 Linux partitions per on different iSeries processor features1-way processor = 9 Linux partitions

2-way processor = 19 Linux partitions

32-bit to 64-bit upgrades - V5R1 to V5R2

New January 2003 IOA support is included in SLES8 or driver update to SLES7

Linux version upgrades: there are no upgrade paths: re-install Linux

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

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SAN and upgradesAutomatic switch from 1GB/sec (V5R1) to 2 GB/sec on #2766/#2765 by installing V5R2

New #2757 controller (IOA) supports existing Fibre Channel adaptersAs of January 2003: no performance improvement expected

Switch support

Same as V5R2 General Availability

SAN is unaware of server upgradeAdd any new Fibre Channel IOAsConnect to SAN device (tape or disk)

Any new LUNs appear as non-configured disks

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Tape subsystems

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© 2000-2003 IBM Corporation

TapeNew IOAs:

Ultra SCSI Tape Controller #5702Ultra SCSI Disk Controller / Tape Adapter #5705

SAN support for tape:Great support

distance, up to 10km for Tape vaultingflexibility, zoning allows multi-system attach to single subsystemspeed, 1GB/sec or 2GB/sec

No change to #2765 support from V5R2 2002 General Availability

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© 2000-2003 IBM Corporation

Notes: TapeThis foils give us a January 2003 general update on tape support on V5R2.

Note the two new IOAs, which are described in more detail on the next foil.

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© 2000-2003 IBM Corporation

Ultra SCSI Disk Controller / Tape AdaptersUltra SCSI Tape Controller #5702

Two external Ultra SCSI portsAttachment for selected external tape and optical devices

Support for LVD SCSI LTO Devices (358x-Lxx)

Ultra SCSI Disk Controller / Tape Adapter #5705No write cache

Internal Ultra SCSI bus with support for up to 6 Disk Units (no RAID support), for the required DVD and optional removable media feature External Ultra SCSI bus with support for selected Magnetic Media and Optical devicesSupport for LVD SCSI LTO Devices (358x-Lxx)

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The #5705 adapter has two Ultra SCSI ports, the first port is an internal port supporting up to 6 internal disk units and up to two internal removable media devices, the second port is external, please find supported devices and combinations below.

The #5702 external SCSI adapter has two external Ultra SCSI ports.

Devices supported on the external SCSI ports of the #5705 and the two ports of the #5702

PHYSICAL INTERFACE for both #5702 and external port of #5705 : VHDCI --- compare with #2749 : HD68

358x LTO drives with LVD (Low Voltage Differential) SCSI interface, more in general the 358X-Lxx tape devices and tape libraries with LVD connectivity

Model 7207-122 QIC-SLR Tape Bridge BoxModel 7208-345 60GB 8mm Tape Drive Model 7329-308 1/4-inch Tape AutoloaderModel 7210-020 CD-ROM Bridge Box Model 7210-025 DVD-RAM Drive

Possible combinations on a single port:

One Model 7207-122 QIC-SLR Tape Bridge BoxOne 7208-345 60GB 8mm Tape Drive One Model 7329-308 1/4-inch Tape AutoloaderOne Model 7210-020 CD-ROM Bridge Box One Model 7210-025 DVD-RAM DriveOne Model 7210-025 and one Model 7210-025 (the two devices are daisy-chained) One Model 7210-025 and one Model 7210-020 (the two devices are daisy-chained with the Model 7210-025 physically connected first)One Model 7207-122 and one Model 7210-020 (the two devices are daisy-chained with the Model 7207-122 physically connected first)One Model 7207-122 and one Model 7210-025 (the two devices are daisy-chained with the Model 7207-122 physically connected first) One Model 7208-345 and one Model 7210-020 (the two devices are daisy-chained with the Model 7208-345 physically connected first)One Model 7208-345 and one Model 7210-025 (the two devices are daisy-chained with the Model 7208-345 physically connected first)

Notes: Ultra SCSI Disk Controller / Tape Adapters

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Ultrium Stage-2 and Second Generation LTO200 GB per cartridge and 35 MB / sec data transfer rate (uncompressed)

Ultrium Stage-2 implemented in

3580 L23 and 3580 H233584 with tape drive canister features

# 1474 (LVD SCSI)# 1475 (HVD SCSI)# 1476 (Fibre)

LVD SCSI connect to# 5702 and External port of # 5705

HVD SCSI connects to # 2749

Fibre channel connects to # 2765

Ultrium stage 2 drives can read and write Ultrium stage 1 media with improved performance

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Notes: Ultrium-2 and Second Generation LTODuring 1H 2003 IBM plans to announce the new Linear Tape-Open (LTO) IBM TOTAL STORAGE ULTRIUM-2 Tape Drives, which more than doubles tape drive performance over the LTO Ultrium Tape Drive (Ultrium 1) with up to 35 MB/sec native data transfer rate (70 MB/sec with 2:1 compression). In addition, with the use of the new IBM TotalStorage LTO Ultrium 200 GB Data Cartridge, the Ultrium 2 Tape Drive doubles the tape cartridge capacity up to 200 GB native capacity (400 GB with 2:1 compression).

3580 MODELS H23 AND L23 offer high capacity, performance, and technology designed for the midrange open systems environment. The Model L23 comes with a SCSI Ultra 160 LVD attachment, while the Model H23 comes with a UltraSCSI HVD attachment.

The IBM LTO Tape Library 3584 now supports the IBM TOTALSTORAGE ULTRIUM-2 Tape Drives. These IBM Ultrium 2 Tape Drives come with SCSI Ultra 160 LVD, Ultra SCSI HVD, or switched fabric 2 Gbps Fibre Channel attachments for connection to open system servers including the iSeries.

The 3580 Model H23 and the UltraScalable Tape Library 3584, with the LTO Ultrium 2 HVD Drive Canister (#1475), can be attached to iSeries and AS/400 models that support Version 5 Release 1 (V5R1), or later (depending on adapter type), and the following adapters:

Feature 2729 - PCI Magnetic Media Controller Feature 2749 - PCI Ultra Magnetic Media ControllerFeature 6534, Magnetic Media Controller

The 3580 Model L23 and the UltraScalable Tape Library 3584, with the LTO Ultrium 2 LVD Drive Canister (#1474), can be attached to iSeries and AS/400 models that support Version 5 Release 2 or later (depending on adapter type), and the following adapters :

Feature 5702 - PCI-X Ultra Tape ControllerFeature 5705 - PCI-X Ultra Tape Controller (external Ultra SCSI port)

The UltraScalable Tape Library 3584, with the LTO Ultrium 2 Fibre Drive Canister (#1476), can be attached to iSeries models that support Version 5 Release 1 (V5R1), or later (depending on adapter type), and the following adapter:

PCI Fibre Channel Tape Controller (#2765)

PRODUCT PREVIEW : IBM intends to further introduce and integrate the IBM TotalStorage Ultrium 2 Tape Drive technology in additional or alternative IBM LTO Ultrium 358x products. Previews provide insight into IBM plans and direction. Specific availability dates, ordering information, and terms and conditions will be provided when the product is announced.

The IBM Ultrium 2 Tape Drives can read and write original LTO Ultrium Data Cartridges at original Ultrium-1 capacities and with improved performance up to 20 MB/sec native data transfer rate (40 MB/sec with 2:1 compression).

Remember when configured in a SAN network, optimum performance may be affected by the number of switches between the system and the tape devices.

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IBM TotalStorage - Enterprise Storage Server

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External Disk - Enterprise Storage Server (ESS) No change to #2766 support from 2002

Multiple disk targets 32 devices per #2766

#2766 supports 1Gbit (V5R1) or 2 Gbit (V5R2)

New IBM TotalStorage Enterprise Storage Server F800520 GB - up to 55.9 TBSupports 15K rpm disks

18.2 GB, 36.4 GB, 72.8GB Up to 64 GB cache2 Gbit SAN support

RAID - 5 or RAID -10Standard or Turbo processor feature

Standard: 2 x 4-way SMPTurbo: 2 x 6-way SMP

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Notes: External Disk - Enterprise Storage Server (ESS) The ESS is an intelligent disk system designed to provide high-performance high-availability, and high-capacity disk storage. The Model 800 is the third generation of the ESS and maintains the functionality, stability and reliability. Flexible capacity and performance are further enhanced with support for multiple disk drive capacities (18.2, 36.4, 72.8, and 145.6 GB) at 10,000 and (18.2, 36.4 GB and 72.8 GB) 15,000 rpm. A storage subsystem's ability to scale upward, is in large measure gated by the performance needed to take advantage of the shear capacity it offers. Matching performance to scalability is thus a key component in delivering world class storage consolidation solutions. More details can be found at the following web site: http://www.storage.ibm.com/hardsoft/products/ess/ess.htm

Connectivity with iSeries over 2 Gbps Fibre Channel is enabled with #2766 under V5R2 for higher performance, while supporting current customer investments by maintaining compatibility with existing 1Gb solutions. All components in the Fibre Channel connection need to be 2 Gbps enabled to make use of this ability.

IBM eServer iSeries

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AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

IBM Services for Upgrades and MigrationInstallation and Implementation Services

AS/400 BRMS Installation Services

AS/400 System Transition ServicesIBM Implementation Services for iSeries clustering and independent auxiliary storage pools

IBM Implementation Services - for pSeries and iSeries LPAR

Implementation Services - for iSeries security*

ServicePac for Installation Services

Maintenance

Hardware Maintenance Services

MigrationiSeries Upgrade and Migration Services V5R2

Migration Services for AS/400 - Data Migration

AS/400 Server Consolidation Services* New in 2003

IBM eServer iSeries

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High Availability

High Availability Services for AS/400®

High Availability Server Assessment for Small and Medium Business

Operational Support

Account Advocate

Advanced Support

Consult Line

On-site Technical Advocate

On-site Technical Assistant

PM eServer iSeries (PM/400e)

For more information:http://www.ibm.com/services/its/us/inteapps.html

IBM Services for Upgrades and Migrations 2

IBM eServer iSeries

© 2000-2003 IBM Corporation

This foils summarizes IBM services related to iSeries on this and the preceding foil. IBM Global Services (IGS) has a huge breadth of services available. Most service offerings are updated with each release. Included in these foils are services related to upgrade or migration.

High AvailabilityHigh Availability Services for AS/400® - Get the software and expertise you need to help keep your AS/400 system running smoothly and continuously.High Availability Server Assessment for Small and Medium Business - Help improve your system availability with a cost-effective, comprehensive assessment of your environment.

Installation and Implementation ServicesAS/400 BRMS Installation Services - Help protect your information systems with quick, customized installations and on-site education.AS/400 System Transition Services - Smooth, effective, customized software migration from your present AS/400 system to a newer iSeries systemIBM Implementation Services for iSeries clustering and independent auxiliary storage pools - Provides planning and implementation of Version 5 Release 1/Version 5 Release 2 clustering and IASP support IBM Implementation Services - for pSeries and iSeries LPAR - Plans and installs logical partitioning on your new or existing pSeries or iSeries serversImplementation Services - for iSeries security - Helps you plan and implement basic security functions on iSeries for the security level you need. This is newly expanded in 2003. ServicePac for Installation Services - Affordable, on-site installation and configuration services for notebook and desktop systems

MaintenanceHardware Maintenance Services - Maintenance levels for IBM PC to enterprise server hardware

MigrationiSeries Upgrade and Migration Services V5R2 - Helps you plan and implement your iSeries upgradeMigration Services for AS/400 - Data Migration - Reduce downtime with a smooth migration and installation of direct access storage devices.Migration Services for AS/400 consolidation - Tap into our expert knowledge to migrate quickly and help prevent major system downtime.

Notes: IBM Services for Upgrade and Migration

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Operational SupportAdvanced Support - Highest level of remote software support which can be tailored to meet your needsConsult Line - Toll-free, scheduled telephone support for complex questions on RS/6000®, AS/400 and S/390 systems, and PC and third-party softwareOn-site Technical Advocate - On-site technical resources give your staff a helping hand On-site Technical Assistant - Platform-specific, on-site technical resources give your staff a helping handPerformance Management for zSeries and pSeries - Reports to assist with managing performance and capacity of the system. This is listed here indicate there is a PM for these other platforms as well as for iSeries.PM eServer iSeries (formerly PM/400e) - Enhance efficiency and fine-tune your iSeries system with regularly scheduled usage reports. This includes basic reporting at no additional charge and additional charge more detailed reports. You can have your iSeries performance data sent to PM eServer iSeries and your or an authorized business partner can review performance history of your systems. You or they can input this summarized performance data to the Workload Estimator for sizing exercises..

Notes: IBM Services for Upgrade and Migration

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

SummaryUpgrades from 820, 830, 840 to new models

Can be very simple

Upgrades from 7xx to new modelsWell thought out MES process

HSL cabling, I/O towers per loop need to be planed for

SPD and older PCI I/O not supported on i825, i870, i890

Easy migration of newer PCI

New upgrade paths7xx upgrades 270, 820, 830, 840, 890 to 810, 825, 870, 890 upgrades

May 2003: includes new entry model 810-2465

IBM eServer iSeries

© 2000-2003 IBM Corporation

ResourcesIBM iSeries Migration website

http://www.ibm.com/servers/eserver/iseries/migration

iSeries Information CenterMemo to Users - available on home page of Information Center (provides national language versionwww.ibm.com/eserver/iseries/infocenter

iSeries Technology Center (iTSC)http://www-1.ibm.com/servers/eserver/iseries/service/itc/services.htm

IBM Services - http://www-1.ibm.com/services/its/us/inteapps.htmlCustom Technology Center (CTC)

www.ibm.com/servers/eserver/iseries/service/ctc/

IBM server sales: http://w3-1.ibm.com/sales/systems/ibmsm.nsf Select Servers -> iSeries -> iSeries Sales Kit

http://w3.ibm.com/sales/systems/ibmsm.nsf/MainFrameset?OpenForm&cdoc=imastersk

IBM PartnerInfo: www.ibm.com/partnerworld/sales/systems/ibmsm.nsf Select Servers -> iSeries -> iSeries Sales Kit

http://www.ibm.com/partnerworld/sales/systems/ibmsm.nsf/mainframeset?readform&cdoc=imastersk

IBM eServer iSeries

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Resources - 2IBM Redbooks

http://www.ibm.com/redbooks - select iSeries:IBM eServer iSeries Server Migration: System Migration and Upgrades at V5R1 and V5R2, SG24-6055-02ITSO Redbooks Redpaper - IBM eServer iSeries Supported Upgrades, REDP0322, planned availability February 24, 2003

IBM eServer iSeries

© 2000-2003 IBM Corporation

AgendaBasic upgrade and migration considerationsSystem to system processor features migration I/O and main storage memory Key planning considerations - hardware, software, and HSLGeneral upgrade and migration methodsLPAR High Availability Windows Integration Linux Tape and external DASD iSeries Services from IBM Global Services (IGS)References and SummaryAppendix: Case Study example

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Appendix: Example Case StudyThis example is a theoretical case study of an existing multi-system complex running several applications and a High Availability backup server.

The systems are currently 830 models with similar, but exactly the same DASD, tape and main storage memory configurations.

This example is given because it is more complex than the example given earlier in this presentation.

IBM eServer iSeries

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Several servers, several applications

IBM eServer iSeries

© 2000-2003 IBM Corporation

Case Study Example: ERP Environment - 1Service Delivery System Footprints:

ERP Production: iSeries 830-2403-1531 - V4R520 GB of main storage90 * 4317 8.5 GB drives on 7 * x748 in 9074 (+ 5101) and 50793 * 2743 Gb and 1 * 4838 10/100 Mb Ethernet2 * 2749 Tape controllers

ERP Backup (High Availability): iSeries 830-2403-1531 - V4R520 GB of main storage5077 Migration Tower90 * 4317 8.5 GB drives on 7 * x748 in 9074 (+ 5101) and 50663 * 2743 Gb and 1 * 4838 10/100 Mb Ethernet2 * 2749 Tape controllers

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Case Study Example: ERP Environment - 1This foils begins our example case study description. There is an Enterprise Resource Planning (ERP) application on one server with a "hot backup" server.

IBM eServer iSeries

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Case Study Example: ERP Environment - 2Service Delivery System Footprints:

QA: iSeries 830-2400-1531- V4R56 GB of main storage5077 Migration Tower45 * 4317 8.5 GB drives on 3 * x748 in 9074 (+ 5101)42 * x713 8.5 GB drives on MFIOP in 9057 and on 2 * 6533 in 5083/50581 * 4838 10/100 Mb Ethernet and 1 * 4746 Twinax1 * 6534 Tape controller

Development: iSeries 830-2400-1531- V4R56 GB of main storage5077 Migration Tower45 * 4317 8.5 GB drives on 7 * x748 in 9074 (+ 5101)12 * 6717 8.5 GB drives and 20 * 6907 4 GB drives on 2 * 6533 in 5083/505816 * 4 GB drives on MFIOP in 90572 * 4838 and 1 * 4746 Twinax Gb 1 * 6534 Tape controller

IBM eServer iSeries

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Notes: Case Study Example: ERP Environment - 2This is the second of two application and servers descriptions.

Two systems with two applications are listed -a QA and a powerful Development system.

IBM eServer iSeries

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Case Study Example: ObjectivesRequirements for:

Processing power Production estimated to grow by 50% over the next year:Current CPU utilization at 70%Response times around 0.5 second per transaction

Processing power for QA and Development largely insufficient:Estimated to run correctly if doubling the capacity

Storage capacity (all servers) growing by 75% over the next year:Current capacity of 65%I/O rate around 10 per spindle per second

Footprint consolidation of QA and Development Consolidation of storage for 15 Print/File servers and current iSeries servers on single storage server infrastructure

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Case Study Example: Constraints and AssumptionsNo 5250 interfaces active on any of the servers

Global Data Center (GDC) implementation allows for 3 hours downtime per week (Sunday, 4 - 7 AM)

QA database is exact copy of Production database (Save/Restore operation)

High Availability solution is based on Data Replication only

HA Server is located within 400 meter - not a real Disaster/Recovery solutionSince the startup of the GDC, no single takeover was required

Geographically distinct places can be used for hosting Backup and Production server

Consider partitioning of the Backup Server to host both Development and QA server - during failover, a maximum of processing resources are assigned to the Backup server

ERP application level 4.6.2 is currently used

IBM eServer iSeries

© 2000-2003 IBM Corporation

Notes: Case Study: Constraints and AssumptionsThis foil lists the constraints and assumptions used for the upgrade/migration.

Note the consideration of perhaps using LPAR to host Development and QA on the same server as the ERP application backup.

We assume a current release level of the ERP application - 4.6.2, in our example.

IBM eServer iSeries

© 2000-2003 IBM Corporation

Case Study Example: Solution OutlineConsolidate

Backup, Q&A and Development server using Logical Partitioning on a single serverConsolidate storage on ESS server for OS/400 ERP servers and Print/File servers

Upgrade ERP Production server:Validate ERP application release level runs on V5R2 or obtain updated ERP versionProcessing and storage capacity:

Acquisition of system upgrade and expansion unitsReuse of storage capacity from Backup, Q&A and Development server

Migrate 3590 tape configuration from SCSI attachment to Fibre Channel (requires new tape "devices" or new FC feature

Upgrade Backup server:Partition the system for Q&A, development and BackupUse Linux partitions for File/Print serversAdd storage capacity to accommodate for:

Storage needsDASD redistribution to Production server

IBM eServer iSeries

© 2000-2003 IBM Corporation

The proposed solution goes beyond a simple upgrade of a number of existing servers. The new components introduced here are:

Server partitioning, to reduce the number of iSeries footprints from 4 to 2; however, the number of server instances will increase, since the design attempts to avoid single points of failure, therefore using a so-called Thin Primary partition in the partitioned server. This partitioned server will house:

The existing Backup server. The resource requirements for running data replication are light for the processor and main storage part, but equally high as for the disk storage capacity on the Production server. When this Backup server has to resume during a failover the service delivery for the Production server, its processing resources have to grow accordingly.The Q/A server.The Development server.

Dedicated Storage Servers. Since the current geographical distribution of the servers is quite limited (the Production, Q/A and Development server are in the same room, the Backup server is located 200 m away, on the same campus), there is no real Disaster/Recovery possibility. The introduction of a Storage Server, attached via fibre optics to the server, allows to house the storage on a second campus, about 20 km away.This Storage Server will also be used to house the data of the existing Wintel File/Print Servers.Introducing extra storage capacity also means that the existing internal DASD capacity of the three servers can be added to the Production server, thus covering the needs for extra disk capacity on this server.Migrate 3590s from SCSI attachment to FC allows to put the tape devices at a greater distance from the Production server.

In a later phase (beyond this example), it will be envisaged to replace the File/Print Servers running on a Wintel platform onto a Linux partition on the iSeries servers to further optimize the management of the server farm.

Notes: Case Study Example: Solution Outline

IBM eServer iSeries

© 2000-2003 IBM Corporation

Case Study Example: Solution Outline -2Validate no 5250 applications in the future:

Consider Standard Edition (limited 5250 OLT for administration) or Enterprise Edition because of integrated software products

Collect iSeries performance data (iSeries Navigator Collection Services) and use available sizing or capacity planning tools

IBM: Workload EstimatorBMC Software, inc. Patrol for iSeries - PredictOther tools

IBM eServer iSeries

© 2000-2003 IBM Corporation

Understand that no future 5250 applications will be added. If yes, you can consider the Standard Edition for the target server. However, you should also understand the included software products and price of the corresponding Enterprise edition, to determine the best return on investment.

Ensure you collect performance measurement data again and use available sizing (iSeries Workload Estimator) or capacity planning tools (BMC Software inc. Patrol for iSeries - Predict) or equivalent products to properly size the consolidated server.

In a later phase (beyond this example), it is envisaged to replace the File/Print Servers running on a Wintel platform onto a Linux partition on the iSeries servers to further optimize the management of the server farm.

Notes: Case Study Example: Solution Outline -2

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© 2000-2003 IBM Corporation

Production

Production Backup Q/A Development

Before Upgrade / Migration

Backup Q/A Development

Partitioned System

Case Study Example: Solution Schematic Overview

After Upgrade / Migration

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© 2000-2003 IBM Corporation

Case Study Example: Solution Details - The Big PictureUpgrade all servers to a V5R2 level Planning:

Backup serverQ/A and Development serversProduction server

Backup, Q/A and Development servers:

Attain ESS skills or contract for service to installAttach 5078s with 2766Install ESS capacity and configure

Migrate DASD capacity from internal to external DASD

Upgrade Backup server to i870; configure Logical Partitioning to house Q/A and Development

Production server:

Attach DASD capacity from three other serversUpgrade to i870

IBM eServer iSeries

© 2000-2003 IBM Corporation

The objective of the planning is to provide as little as possible downtime for the production environment and to minimize the time of having the production environment to run unprotected by its Backup server.

The first task would be to prepare the computer room on the second campus to host the ESS server, including putting in place all networking infrastructure (switches, cabling, etc.). At the same time, additional 5078 expansion units and 2766 FC attachments are installed on the Backup, Q/A and Development servers. Once the ESS is operational, data can be moved from the internal DASD storage and brought over to the ESS; since this data migration can be done during normal operations, the impact is minimal. Once the data is removed from the internal DASD, the 5074 expansion towers can be attached to the Production server and any existing SPD 10K RPM disks can be migrated to that server also.

The second task is to upgrade the Backup server to an i870. In the base upgrade, we will provide hardware to support initially 2 partitions: one will act as thin primary, the other one will be the Backup server.

Once this upgrade is completed, phase three will consist of migrating the existing DASD capacity of both Q/A and Development servers to be hosted on the Backup server in a logical partitioning environment. Since this will not require an unload/reload, the downtime for this operation will be limited.

The final task will be to upgrade the Production server to an i870. Since at that time the Backup server has enough capacity to sustain the normal service delivery, a roll swap between the Production server and the already upgraded Backup server will help to reduce the downtime of the available services.

Notes: Case Study Solution Details - The Big Picture

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Trademarks and Disclaimers

8 IBM Corporation 1994-2002. All rights reserved.References in this document to IBM products or services do not imply that IBM intends to make them available in every country.The following terms are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both:

cc:Mail, Domino.Doc, Freelance, LearningSpace, Lotus, Lotus Domino, Lotus Notes, iNotes, QuickPlace, Sametime, and Word Pro are trademarks of Lotus Development Corporation in the United States, other countries, or both.Tivoli and NetView are trademarks of Tivoli Systems Inc. in the United States, other countries, or both.C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. PC Direct is a trademark of Ziff Communications Company in the United States, other countries, or both and is used by IBM Corporation under license. ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United States, other countries, or both. IBM's VisualAge products and services are not associated with or sponsored by Visual Edge Software, Ltd.Linux is a registered trademark of Linus Torvalds.UNIX is a registered trademark of The Open Group in the United States and other countries.SET and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product and service names may be trademarks or service marks of others.

Information is provided "AS IS" without warranty of any kind.

All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.Information in this presentation concerning non-IBM products was obtained from a supplier of these products, published announcement material, or other publicly available sources and does not constitute an endorsement of such products by IBM. Sources for non-IBM list prices and performance numbers are taken from publicly available information, including vendor announcements and vendor worldwide homepages. IBM has not tested these products and cannot confirm the accuracy of performance, capability, or any other claims related to non-IBM products. Questions on the capability of non-IBM products should be addressed to the supplier of those products.All statements regarding IBM future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. Contact your local IBM office or IBM authorized reseller for the full text of the specific Statement of Direction.Some information in this presentation addresses anticipated future capabilities. Such information is not intended as a definitive statement of a commitment to specific levels of performance, function or delivery schedules with respect to any future products. Such commitments are only made in IBM product announcements. The information is presented here to communicate IBM's current investment and development activities as a good faith effort to help with our customers' future planning. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve throughput or performance improvements equivalent to the ratios stated here.Photographs shown are of engineering prototypes. Changes may be incorporated in production models.

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