z/OS 2.4 Planning for Installation IBM GA32-0890-40 Note Before using this information and the product it supports, read the information in “Notices” on page 165. This edition applies to Version 2 Release 4 of z/OS (5650-ZOS) and to all subsequent releases and modifications until otherwise indicated in new editions. Last updated: 2021-06-24 © Copyright International Business Machines Corporation 2002, 2021. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Tables................................................................................................................. vii About this document.............................................................................................ix Who should read this document................................................................................................................. ix How to use this document.......................................................................................................................... ix z/OS information..........................................................................................................................................ix How to send your comments to IBM.......................................................................xi If you have a technical problem..................................................................................................................xi Summary of changes...........................................................................................xiii Changes in z/OS V2R4............................................................................................................................... xiii Summary of changes for z/OS V2R3 Planning for Installation.................................................................xvi Changes in z/OS V2R2............................................................................................................................. xviii Chapter 1. Learning about z/OS..............................................................................1 Introduction to z/OS elements and features...............................................................................................1 List of base elements and optional features..........................................................................................2 Where are they now?............................................................................................................................19 Two-year release cycle.............................................................................................................................. 21 Methods of installing z/OS products......................................................................................................... 25 ServerPac (entitled with z/OS).............................................................................................................25 Product ServerPac (entitled with z/OS) .............................................................................................. 26 CBPDO (entitled with z/OS)..................................................................................................................27 SystemPac (additional charge with z/OS)............................................................................................27 Other fee-based methods (additional charge with z/OS)................................................................... 28 Web deliverable method...................................................................................................................... 28 Languages in which z/OS is available........................................................................................................28 Coexistence and fallback...........................................................................................................................29 Understanding coexistence..................................................................................................................29 Understanding fallback........................................................................................................................ 30 Which releases are supported for coexistence, fallback, and upgrade?............................................ 31 Platform (integration) testing by IBM........................................................................................................33 Service........................................................................................................................................................34 Service policy........................................................................................................................................34 Service policy for the IBM z/OS Liberty Embedded base element..................................................... 34 ServerPac and Product ServerPac service level..................................................................................35 CBPDO service level............................................................................................................................. 35 SystemPac service level.......................................................................................................................35 z/OS web deliverables service level.................................................................................................... 36 PSP information....................................................................................................................................36 Consolidated service testing by IBM................................................................................................... 37 Maintenance after installation............................................................................................................. 37 Service distribution.............................................................................................................................. 38 Education and training...............................................................................................................................39 Publications................................................................................................................................................40 Chapter 2. Choosing the software installation and delivery methods..................... 41 Choosing an installation package for installing z/OS products................................................................ 41 iii Installing z/OS without using an installation package..............................................................................42 Choosing the order delivery method: DVD or Internet............................................................................. 42 Choosing the Internet download method: direct or intermediate......................................................42 Chapter 3. Preparing the driving system............................................................... 49 Customized Offerings Driver......................................................................................................................49 Identifying IBM Z server requirements for installing the Customized Offerings Driver.....................50 Identifying driving system software requirements for installing z/OS products using ServerPac or dump-by-data-set SystemPac............................................................................................................. 51 Driving system requirements for installing z/OS and other IBM products by using ServerPac and the CustomPac Installation Dialog or dump-by-data-set SystemPac....................................51 Driving system requirements for installing CICS, IMS, and Db2 products by using a ServerPac portable software instance and z/OSMF Software Management.................................................. 55 Preparing for installation......................................................................................................................59 Identifying driving system software requirements for installing z/OS using full volume dump SystemPac............................................................................................................................................ 61 Identifying driving system software requirements for installing z/OS and other IBM products using CBPDO...................................................................................................................................................63 Driving system Wave 0 requirements.................................................................................................. 65 Driving system Wave 1 requirements.................................................................................................. 65 Driving system Wave 2 requirements.................................................................................................. 66 Identifying driving system hardware requirements..................................................................................66 Chapter 4. Preparing the target system................................................................ 69 Choosing software products to install and identifying requisites............................................................ 69 Choosing the z/OS base and optional features................................................................................... 69 Identifying functional requisites