Front cover Best Practices and Methodology for Electronic Software Distribution and Operating System Provisioning in an On Demand Business Learn best practices and methodology for ESD and OSP processes Experiment with a real life scenario Use as a practical insider’s guide Choong Thio Mickey Iqbal Rajeev Puri Susan Guy Vasfi Gucer ibm.com/redbooks International Technical Support Organization Best Practices and Methodology for Electronic Software Distribution and Operating System Provisioning in an On Demand Business November 2006 SG24-7288-00 Note: Before using this information and the product it supports, read the information in “Notices” on page xi. First Edition (November 2006) This edition applies to IBM Tivoli Provisioning Manager is Version 5.1, IBM Tivoli Provisioning Manager Express for Software Distribution is Version 4.1.1 and IBM Tivoli Configuration Manager Version 4.2.3. © Copyright International Business Machines Corporation 2006. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Figures . vii Tables . ix Notices . xi Trademarks . xii Preface . xiii The team that wrote this IBM Redbook . xiii Become a published author . xvi Comments welcome. xvi Chapter 1. Introduction. 1 1.1 Electronic Software Distribution fundamentals . 3 1.2 Benefits of on demand Electronic Software Distribution . 6 1.3 Operating System Provisioning (OSP) fundamentals . 7 1.4 Benefits of on demand OS Provisioning . 10 1.5 Overview of IBM key software distribution products . 10 1.5.1 IBM Tivoli Configuration Manager. 10 1.5.2 IBM Tivoli Provisioning Manager. 11 1.5.3 IBM Tivoli Provisioning Manager Express for Software Distribution . 12 1.6 Overview of IBM key OS provisioning products . 13 1.6.1 IBM Tivoli Provisioning Manager. 13 1.6.2 IBM Remote Deployment Manager. 13 1.6.3 IBM Network Install Manager (NIM) . 14 1.7 Other topics in this IBM Redbook . 15 Chapter 2. Electronic Software Distribution Change Request process . 17 2.1 Overview of ESD Change Request process . 18 2.2 Electronic Software Distribution building site process measurements . 21 2.3 ESD Change Request process roles. 21 2.4 ESD change site activities. 23 2.4.1 Prepare Change Request . 23 2.4.2 Acquire Change Control Board Approval for ESD Change Request 28 2.4.3 Determine ESD Category and Site Processes Required . 30 2.4.4 Develop backout and recovery plan . 32 2.4.5 ESD Change Request Resource Planning . 35 2.4.6 Develop ESD preliminary deployment plan. 38 2.4.7 Client approval of ESD deployment plan . 45 © Copyright IBM Corp. 2006. All rights reserved. iii 2.4.8 Execute ESD deployment plan . 47 2.4.9 Inputs and outputs. 49 2.5 Summary . 51 Chapter 3. Electronic Software Distribution Building Site process . 53 3.1 Overview of the Electronic Software Distribution Building Site process . 54 3.2 Electronic Software Distribution Building Site process measurements . 56 3.3 Electronic Software Distribution Building Site process roles . 56 3.4 Electronic Software Distribution building site activities . 58 3.4.1 Analyzing Electronic Software Distribution change order . 58 3.4.2 Configure and setup the building site . 73 3.4.3 Develop package or media . 76 3.4.4 Perform unit testing for developed package or media. 78 3.4.5 Update Electronic Software Distribution Forms . 81 3.4.6 Hand Over Package or Media Entity. 82 3.5 Summary . 83 Chapter 4. Electronic Software Distribution Test Site process. 85 4.1 Overview of the Electronic Software Distribution Test Site process . 86 4.2 Roles performed in the ESD Test Site process. 89 4.3 ESD Test Site activities . 90 4.3.1 Analyzing the ESD test plan . 90 4.3.2 Configuring and setting up the required Test Site. 92 4.3.3 Executing the test plan . 93 4.3.4 Inputs and outputs. 94 4.3.5 Analyzing the test results . 95 4.3.6 Updating ESD test and status forms . 98 4.3.7 Delivering test report and reference link to tested package or media entity . 99 4.4 Summary . 100 Chapter 5. Electronic Software Distribution Production Site process. 101 5.1 Roles in the ESD Production Site process . 105 5.2 ESD Production Site activities. 106 5.2.1 Analyzing ESD Production Site plan and change order . 106 5.2.2 Preparing Production Site staging environment . 108 5.2.3 Confirming production environment readiness . 110 5.2.4 Executing initial notification plan . 112 5.2.5 Executing the deployment of a package or media entity to production targets. 113 5.2.6 Executing the backout and recovery plan . 115 5.2.7 Completing the ESD Production Site process. 118 5.3 Summary . 119 iv Best Practices & Methodology for Electronic Software Distribution & Operating System Provisioning Chapter 6. Operating System Provisioning Building Site process. 121 6.1 Overview of the OSP Building Site process . 122 6.2 Operating System Provisioning Building Site process measurements . 126 6.3 ESD Building Site process roles . 126 6.4 OSP Building Site activities . 127 6.4.1 Analyzing the OSP Change Order . 128 6.4.2 Configuring and setting up required Building Site . 129 6.4.3 Developing an OS media entity. 133 6.4.4 Performing unit or component testing for a developed OS image or media entity . 134 6.4.5 Updating OSP forms . 135 6.4.6 Handing over an OS image or media entity . 136 6.5 Summary . 137 Chapter 7. Operating System Provisioning Production Site process . 139 7.1 Overview of the OSP Production Site process . 140 7.2 OSP Production Site process roles . 144 7.3 OSP Production Site activities. 144 7.3.1 Analyzing OSP Production Site plan and change order . 144 7.3.2 Preparing Production Site staging environment . 146 7.3.3 Confirming production environment readiness . 149 7.3.4 Executing initial notification plan . 150 7.3.5 Executing the deployment or provisioning of OS media to production targets. 151 7.3.6 Executing the backout and recovery plan . 154 7.3.7 Completing the OSP Production Site process . 156 7.4 Summary . 157 Chapter 8. Case study. 159 8.1 Introduction to case study . 160 8.2 Configuring and setting up the Building Site . 161 Related publications . 181 IBM Redbooks . 181 Online resources . 181 How to get IBM Redbooks . ..