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Page 1: © 2008 IBM Corporation September 19, 2008 IBM Systems Getting started with HCM - a hands-on tutorial – z/OS HCM Development IBM Deutschland Research &

© 2008 IBM Corporation September 19, 2008

IBM Systems

Getting started with HCM - a hands-on tutorial –

z/OS HCM DevelopmentIBM Deutschland Research & Development GmbHContact: [email protected]

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2 © 2008 IBM Corporation IBM Systems

Getting started with HCM

Trademarks

IBM, the IBM logo, ibm.com, FICON and z/OS are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both.

A current list of IBM trademarks is available on the Web at "Copyright and trademark information" at www.ibm.com/legal/copytrade.shtml

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

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Getting started with HCM

Who should use this tutorial

This tutorial is for system adminstrators responsible for I/O configuration management who are used to perform I/O configuration with HCD and who want to learn about the advantages offered by HCM.

Therefore, this tutorial introduces HCM‘s most important capabilities: Intuitive GUI for I/O configuration definition

Single data repository for logical and physical I/O configuration aspects

Extensive and comfortable navigation facilities within a configuration diagram

Report facilities in various formats

Wizards for simplified I/O configuration tasks

Note: This tutorial has been created using z/OS 1.10 HCM. You can also use it without restrictions with z/OS 1.9 HCM.

For versions prior to z/OS 1.9, compressing HCM configuration files is not possible (see page 7, Preparations (3)).

For versions z/OS 1.7 and 1.8, you need to install the appropriate PTFs to exploit the vertical processor view

(see page 14: Processor views: horizontal or vertical).

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Table of contents

Preparations ....................................................................... page 5

Introduction

Opening an HCM configuration ........................ page 11

Compress the configuratio file ......................... page 12

Viewing the configuration ................................. page 13

Saving a view ..................................................... page 16

General topics ................................................... page 17

Making devices visible ...................................... page 19

Navigating in the configuration diagram

Scrolling and zooming ...................................... page 20

Locating objects ................................................ page 23

Filtering the diagram ......................................... page 27

Cropping ............................................................. page 31

Viewing processor details ................................ page 35

Creating and documenting physical configuration aspects

Adding physical objects ................................... page 40

Creating a cabinet ............................................. page 41

Adding patchports to a connection ................. page 47

Documenting the cables of a connection ....... page 54

HCM reports ....................................................... page 61

HCD reports ....................................................... page 71

Appendix

Powerful wizards ............................................... page 75

How to prepare an IODF for HCM .................... page 78

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Getting started with HCM

Preparations (1)

With this tutorial we distribute two files:

an exported sample IODF: iodf00.hcm.tutorial.work.expiodf. Use this file if you want to work with HCM in connected mode.

Save this file on your workstation. As a one-time task, you need to import this IODF into an HCM configuration file. The exercises of the tutorial start on page 11, Opening an HCM configuration. Go there if you want to resume the tutorial after creating the configuration file, because you want to run it in standalone mode. Also users who want to work with this tutorial after someone else had prepared the configuration before, can start on this page.

a ready-to-use HCM configuration file: iodf00.hcm.tutorial.work.hcm. Use this file, if you want to work with HCM in standalone mode.

Open HCM:

The default installation creates a program folder as shown below. To start the Login dialog, click on the HCM icon.

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Preparations (2)

To login to HCM in connected mode, type your user ID and password and press the OK button.

If this is the first time you have started HCM after installing it, you must enter a host name and a port number. The default port number is 51107. If your TCP/IP connection uses another port number, ask your system administrator for the right number.

To work with HCM in standalone mode, just press the Standalone button.

Standalone mode is sufficient for working with the tutorial using the HCM configuration file: iodf00.hcm.tutorial.work.hcm. In this case, you can continue on page 11, Opening an HCM configuration.

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Preparations (3)

Now select File IODFs from the menu bar.

This brings up the High-level Qualifier dialog.

Type in your data set high-level qualifier and press OK.

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Preparations (4)

HCM opens the IODFs dialog where you press Import... to display the Import IODF dialog.

Select the exported IODF file from the location on your PC where you saved it before and specify a valid IODF data set name in the Import IODF dialog. Pressing OK creates the specified IODF data set on the host and inserts the data set name into the list of IODFs in the IODFs dialog.

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Preparations (5)

Now select this IODF and press Load... .

This action opens the Choose Local File dialog where you can specify a name for the HCM configuration file: Specify iodf00.hcm.tutorial.work.hcm as the new local PC file name and press Save.

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Preparations (6)

Before HCM opens the configuration, it offers you to combine one or more logical processors as alternate processors into one physical processor (referred to as: Machine). Thus you can run multiple configurations on the same hardware, for example in different shifts. For our purpose, just accept the configuration as is by pressing the OK button.

Now HCM displays the new configuration diagram. This is the end of the preparation actions. Select File Close from the menu bar to close the configuration for now to start the tutorial.

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Opening an HCM configurationNotes:

1) Once you have created a ready-to-use HCM configuration from the exported IODF, you can perform all of the following exercises in standalone mode without connection to the IODF on the host (see page 6, Preparations (2)).

2) The screenshots in this tutorial are procuced with the default settings. So you may notice some differences if you are already using HCM with modified settings.

Now invoke HCM and log in as described on pages 5 and 6, Preparations (1 + 2). From the HCM menu bar select File Open from the menu bar to open an HCM configuration. This invokes the File Open dialog where you select the configuration file, in our example: iodf.hcm.tutorial.work.hcm. Press the Open button.

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Compress the configuration file

Tip:

In order to save disk space and for better performance while opening and saving, it is recommended to store HCM configuration files in compressed file format.

To enable file compression, use Options ---> File Compression... from the menu bar:

.

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The HCM configuration – default view

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Processor views: horizontal or vertical

The default view of a processor in the configuration diagram is the logical horizontal view, (see previous page) where all of a processors’s channel subsystems are displayed side by side.

If you want to have a more physically oriented view of a processor instead, select the vertical processor view. This view displays the channel subsystems on top of each other and each PCHID appears only once. This view is shown on the next page. Especially for configurations with many processors, this view may have some advantages for the diagram layout.

This tutorial explains details and differences of both processor views later (starting on page 35, Zooming into processor details).

You can select your preferred processor view in the Preferences dialog. Invoke View Preferences… from the menu bar.

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The vertical processor view

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Saving a view

Note:

In HCM you can apply a name to a view and save it for later reuse. So let us save the current vertical processor view because we need it later in the tutorial again.

Select View Save Named View and enter a name into the upcoming dialog and press OK.

You can display a named view any time by selecting View Restore Named View.

We will learn more about the purpose of saved named views later in this tutorial.

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What do we see in the configuration

On the top of the diagram, you see the processors.

Switches are drawn as circles in the middle of the diagram.

Controllers are shown beneath the switches.

Strings of devices are displayed beneath the controllers to which they are connected.

Devices that are not attached to a controller with cables are said to be integrated. These devices are not displayed in the diagram. You can make these devices visible as shown later in this tutorial.

Note: If you click on one of the objects, HCM highlights this object and all connections originating from it.

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Recognizing objects

If you position a cursor over an object in the diagram, HCM displays information about this object beneath the menu bar in the diagram (fly-over annotations).

Information about the last selected object is displayed in the lower frame of the window.

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Making devices visible

Now we want to find out which devices are connected to controller 1750#1 which is the second from the right in the original view of the diagram (see page 15, The vertical processor view ).

Right-click the controller to display its context menu.

Select Edit... from the context menu to open the Edit Controller dialog.

Uncheck Devices are Integrated and click OK.

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Scrolling and zooming

Now you can see that two strings of devices are connected to this controller.

Let us have a closer look into some details. You have the following possibilities:

Select View Zoom In from the menu bar or press the End button. Both choices zoom into the complete diagram and you can use the scroll bars to find your area of interest.

Holding down the left mouse button, you can draw a rectangle around controller 1705#1 and the strings. This choice zooms directly into the area of interest, and there is no need to use the scroll bars.

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Zooming into strings

To see which devices are contained in the strings, zoom into them, to see that one string contains 3390 base devices in the range from 0900 to 0963 and the other one contains the 3390 aliases in the range from 0964 to 099F.

Tips:The deeper you zoom into the strings, the more text information is displayed. In the

figure shown here, you see the information at the maximum zoom level.

From every zoomed, scrolled or cropped view, pressing F2 (shortcut for View Fit to Window) returns you to the initial view shown on page 15, The vertical processor view.

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Listing the devices contained in a string To get a list of base devices, select the left string and open its context

menu with the right mouse button.

Select I/O Devices... to invoke the I/O Device List. Click Cancel to proceed to the next exercise.

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Locating objects (1)

Let us assume you want to check which devices are contained in any controllers/control units of type 3990, then you can use HCM‘s powerful locating mechanisms. Select Locate Controller... from the menu bar to display the Locate one or More Controllers dialog. In our sample configuration, you get a list of 42 controllers. To reduce the amount of listed objects, you can use a filter: First select the Use filter checkbox, and then press the Filter... button to invoke the Controller Filter dialog.

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Locating objects (2)

Use the Filter... button from the Locate one or More Controllers dialog to search for controllers of control unit type 3990:

Note:

HCM offers Locate... dialogs for all object types and also offers the appropriate filter dialogs.

In our tutorial, select Control unit type from the pulldown choice in the left entry field, and select 3990 from the pulldown choice in the right entry field, connected with an equal sign in the middle.

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Locating objects (3)Pressing OK in the Controller Filter dialog brings the result shown below. There is only one controller of this

type.

Select the listed controller and press OK to get this controller located and highlighted in the diagram. Then continue as learned on page 19, Making devices visible (unmark: Devices are Integrated) and zoom into the devices. See the result on the next page.

Tips: On all the Locate dialogs, you can sort the values in any column in ascending or descending alphabetical order by clicking on

the column heading.

Using the Columns... button (see the previous page), you can modify the information displayed in these dialogs, appropriate for the current object. For example, for controllers, you can include columns Device Type or Serial number. Just try it out.

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Locating objects (4)

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Filtering the diagram (1)

Using the Locate menu bar choice, we have already learned about a powerful HCM mechanism to navigate to one or more objects of interest. Now let us have a look at some of the provided filtering functions.

You can tailor your diagram to focus on the objects of interest only. This results in a more readable diagram. Working with a subset of the configuration is easier than working with the entire diagram.

We can demonstrate this, for example, by having a look at the diagram that includes all controller types.

Note that the diagrams shown at the beginning of the tutorial included DASD type controllers only. This is the default setting.

To change this, now select View Filter Diagram from the menu bar to open the Change View Attributes dialog and mark the Include all checkbox in the Controller Types section and press OK. This may show an overloaded diagram (see next page for an example).

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Filtering the diagram (2)

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Filtering the diagram (3)Now let us go back to a more useful view again. Suppose

you want to see only tape controllers:

Select View Filter Diagram from the menu bar to open the Change View Attributes dialog, then unmark the Include all checkbox and mark the Tape checkbox in the Controller Types section.

Also, unmark the following checkboxes:

Show Cabinets and General Boxes

Show Patchports, General Box Ports, and Cables

Now click OK. The next page shows the result. Note that for the tape controllers, the devices in our sample are not integrated and therefore visible. You can save this view as described earlier in this tutorial.

Tip:Using the HCM filter techniques from the Change View Attributes

dialog, you can tailor a view in such a way that only objects of interest are visible. You can save a certain a view for later reuse. It is possible to save more than one view, thus you can have a set of named views.

The purpose of named views is to display different aspects of a configuration.

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Filtering the diagram (4)

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Cropping (1)To continue the tutorial, now go back to the original view saved before:

Select View Restore Named View original

Let us find out to which objects a certain switch – switch 14 – is connected:

Select Locate -> Switch ..., then select switch 14 from the Locate One or More Switches dialog and click OK. The diagram now shows switch 14 (see next page). In this view then, press Shift+F4 to show the connected objects.

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Cropping (2) - Now press Shift+F4 to show connected objects

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Cropping (3) - Viewing connected objects

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Cropping (4) - Some more hints and tips

The previous page shows the view of objects connected to switch 14. For any object which you select, you reach a view with its connected objects by pressing Shift+F4.

Note:

Cropping (Shift+F4) does not consider the settings made in the Change View Attributes dialog. Remember that in this dialog, we currently specified to include only tape controllers. However, we can see that switch 14 is connected to both DASD controllers (1750, 2105, 2107) and tape controllers (3590).

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Zooming into processor details

In this step, we zoom into processor PROC03 in the cropped view for switch 14 to compare the details shown in the vertical and horizontal processor views. Note that we currently are in the vertical processor view.

To zoom into the processor object, hold down the left mouse button and draw a rectangle around the object.

As PROC03 is too complex to show all its detail on one page in this presentation, we show only parts of the processor:

Page 39, Processor details in the horizontal view shows details of channel subsystem CSS3. You can see that this channel subsystem contains the partitions from H05LP46 to TRX2.

The page thereafter shows the upper and lower part of the processor object as represented in the diagram.

Access from a partition to a channel is represented by a symbol, indicating the channel‘s operation mode and whether the partition is in the channel‘s access list or candidate list:

Table: CHPID operation mode symbols

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Details in the horizontal and vertical processor view

The default view of a processor in the configuration diagram is the logical horizontal view, where all of a processor’s channel subsystems are displayed side by side.

If you want to have a more physically oriented view of a processor’s spanned channels instead, select the vertical processor view. This view displays the channel subsystems on top of each other and each PCHID appears only once.

Note: The recommended view is the vertical processor view which yields a more usable diagram for complex configuration, as we experienced at the beginning of this tutorial. Therefore, we discuss the vertical view at first in this tutorial, but also have a look into the horizontal view to show the differences.

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Processor details in the vertical view (1)

........

........

........

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Processor details in the vertical view (2)

As you have seen before, in the vertical processor view, a processor‘s channel subsystems are displayed on top of each other. Have a look at some details in the lower part of the previous diagram, highlighted in red: You see that CHPID 34 is spanned across all of PROC03‘s channel subsystems (CSS 0 to CSS 3), indicated by the CHPIDs 0.34 to 3.34. The physical channel ID (PCHID) is indicated below (140).

Furthermore, partitions H05LP59 and H05LP60 are in this spanned channel‘s access list and partition TRX2 is in its candidate list.

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Processor details in the horizontal view

The horizontal view with channel subsystems shown side by side provides a logically oriented arrangement where spanned CHPIDs and PCHIDs are shown multiple times. The arrows help you to navigate between the spanned left and right logical instances of one physical instance. The arrow down indicates the channel subsystem containing the physical instance.

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Adding physical objects

As mentioned before, one of the main benefits of HCM is that it offers extensive functionality to define physical objects and connections in addition to the logical objects and information in the IODF. Therefore you can use HCM also as a documentation repository for the cabling of your hardware configuration.

This tutorial guides you through a scenario of defining a complete connection between a CHPID and a switch in the following steps:

1) defining two cabinets, one close to a processor and one close to a switch

2) defining patchports in the cabinets

3) documenting the cables

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Creating a cabinet (1)You can use cabinets for documenting the cabling in your configuration. Each cabinet can contain several

panels, and each panel can contain patchports organized in rows and columns.

Choose Create Cabinet... from the menu bar to open the Create Cabinet dialog and enter the following values. Select Near processors as the Graphical Position and press OK.

The cabinet is drawn at the right hand side of the diagram, close to the processors. Graphically, cabinets appear as unconnected boxes to the right of other objects to simplify the configuration diagram. However, the cabinet’s patchports that form part of the fiber link between two objects are drawn as small rectangles in the connection. Selecting a patchport highlights the entire fiber link through that patchport.

This is described later in the tutorial.

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Creating a cabinet (2) - add panels with patchports to a cabinet

Zoom into the cabinet, right-click on it and select Cabinet... from its context menu. This opens the Cabinet dialog shown on the next page, where we can define panels for the cabinet.

The following instructions are illustrated on the next page:

In the Panels section, press the Add button to bring up the Add Panels dialog, enter the values shown and select the first available Patchport Naming Format. That means, we want to create two panels with one row of two columns in each panel. Press OK.

This brings up the Enter Panel IDs dialog. Here you provide the IDs for the two panels and a description. Then press OK.

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Creating a cabinet (3) - add panels with patchports to a cabinet

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Cabinet with a panel of patchports HCM now displays the first panel with two patchports (two rows with four columns per panel). The names of the

patchports are created according to the Patchport Naming Conventions selected in the Add Panels dialog (see previous page). Patchports for panel 02 will be visible if you select panel 02 from the Panels section. Now press OK.

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Creating a second cabinet (1)

We create the next cabinet close to the switches (Create Cabinet...). Therefore, as Graphical Position, we select Central in the Create Cabinet dialog.

Right-click on this second cabinet and select Cabinet... from its context menu. Again, we add 2 panels (panel IDs 01 and 02 and optionally a description) with two rows and four columns as with the previously defined cabinet.

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Creating a second cabinet (2) - add panels with patchports to cabinetThis dialog shows the second cabinet with the patchports for its panel 01. Click OK again to return to the diagram.

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Adding patchports to a connection (1)

Now we define patchports for an existing physical connection between switch 14 and a CHPID of processor PROC03. 1) Zoom into switch port 6A of switch 14 and invoke its context menu. Then select Fiber Link... to invoke the Edit Fiber Link dialog (see next page). A detail of this dialog shown next to 2) tells us that the current fiber link connection is between CHPID 34 in channel subsystem CSS0 of PROC03 and switch port 6A in switch 14.

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Adding patchports to a connection (2)How to continue in this dialog is described on the next page.

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Adding patchports to a connection (3)Have a look at the Edit Fiber Link dialog: The drawing in the Current Fiber link composition shows a dashed line --- which

designates that no physical information is available for the Switch-CHPID connection. Select the dashes to display all available cabinets in your configuration in section Available cabinet patchports and general box ports. You will see the following entries:

+ CABPR08 „patch panels – Room 125“

+ CABSW12 „Patch panels in FICON switch cab“

Let us first specify a patchport from the cabinet besides the switches. Double click on the + sign of CABSW12 and select the first patchport from the list (CABSW1201A1 Not connected).

Then click the Add>> button. In the upcoming Add Patchport dialog, select ‚to the Back‘ . Pressing OK returns you to the Edit Fiber Link dialog as shown on the next page where you click OK again to return to the diagram.

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Adding patchports to a connection (4)

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Adding patchports to a connection (5)To insert the next patchport from the cabinet near the processor‘s CHPID, we select a different approach: We first select a

defined patchport from this cabinet and then specify where to add it.

In the diagram, now either scroll to the cabinet located near the processors, or use Locate Cabinet..., select cabinet CABPR08 from the Locate One or More Cabinets dialog and click OK.

1) From the cabinet‘s context menu select Cabinet... to invoke the Cabinet dialog.

2) Select the patchport CABPR0801A1 from row 1/column 1 from panel 01, click the Back radio button, and then click Connect... to invoke the Select Connection Target(s) dialog.

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Adding patchports to a connection (6)From the Select Connection Target(s) dialog, double-click the + sign near PROC03.0 and select CHPID PROC03.0.34 which is

indicated as connected to port 6A from switch 14 (SWCH_14.6A). Select Anonymous Cable in the Connect using section. Press the Physical Only... button. Answer YES to the upcoming question.

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Adding patchports to a connection (7)

HCM redisplays the Cabinet dialog which shows the result of your operations. Click OK to return to the diagram.

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Documenting the cables of a connection (1)

Now let us see how HCM helps you document the cable characteristics of the previously defined connection.

Our complete connection comprises the three sections a) to c) listed below. We want to document which cables are used for each of these sections:

from CHPID PROC03.0.34 to patchport CABPR0801A1 Cable ID: chp34cabp

from patchport CABPR0801A1 to patchport CABSW1201A1 Cable ID: cabpcabs

from patchport CABSW1201A1 to switch port 6A Cable ID: cabss146A

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Documenting the cables of a connection (2)

We start with defining part c) then b) and a).

Locate the switchport 6A in switch 14, open its context menu and select Edit Cable... to invoke the Assign Cable dialog. Enter ID cabss146A and the other values as shown in the next page and press OK.

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Documenting the cables of a connection (3)

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Documenting the cables of a connection (4)Another possibility to assign a cable to a (section of a) connection is to select the connection, invoke its

context menu and select Fiber Link... to invoke the Edit Fiber Link dialog which we already know from defining the patchports.

We do this now for section b) which is between the two cabinets. Select F2 (or View Fit to Window) and zoom into the vertical part of this section to invoke the context menu. This section is indicated with the red arrow on page 54, Documenting the cables of a connection (1) .

Tips: It may be difficult for you to hit the thin connection line with the cursor. However, as soon as the fly-over

annotation appears in the top frame of the window, this indicates that you now hit the line and you can click the right mouse button to invoke the context menu.

Instead of selecting Fiber Link... experienced users can directly select Edit Cable... from the connection‘s context menu to define a cable. However, the illustration in the Current Fiber link composition helps you to verify the section for which you want to define the cable.

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Documenting the cables of a connection (5)

We see the previously defined patchports and additionally we see the ID of the documented cable between the switch port and the cabinet (cabss146A). We now klick on the dashed line --- above patchport CABSW1201A1 to select section b) from our connection. Then we press the Edit Cable... button to invoke the Assign Cable dialog. This way we also document the missing cable for section a) between the upper patchport and the CHPID (by selecting the dashes below PROC03.04).

Use the cable IDs chp34cabp (25m) for section a) and capbcabs (300m) for section b). We view the result on the next page.

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Fiber links and cables – documented in the dialog Press OK

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Fiber links and cables – documented in the diagramIf you zoom into the appropriate part of the diagram, you can see the details of

what you defined: two symbols for the patchports, the cable IDs and their lengths.

For example, cable CABPCABS connects the two cabinets and is between the two cabinets and cable CHP34CABP is between the processor CHPID and the patchport CABPR0801A1 in the cabinet located close to the processors.

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HCM Reports – Overview of report types

In HCM, you can generate and print text reports and diagram reports. Besides printing the text reports, HCM offers more flexibility in specifying the report format and destination:

XML/HTML file format for use in a web browser

CSV file format for use in spreadsheet programs

If you are in connected mode, besides the reports produced by HCM, you can also view HCD configuration reports on your HCM workstation. You can select HCD configuration reports about the logical I/O configuration data in the current IODF. Optionally, you can limit the reports to selected objects (for example, a processor or an OS configuration).

Note 1:

You can view HCD IODF compare reports from your HCM workstation. Using menu item File --> View IODF Compare Reports.... to invoke the IODF Compare Reports dialog.

Note 2:

You can compare HCM configurations with respect to physical information. You can generate a configuration compare report using menu bar choice File --> Compare HCM Files.... No configuration must currently be loaded, otherwise this selection is not enabled.

Note 3:

When generating reports, you may get the following message, which you can ignore by pressing OK:

You have specified one or more object categories for which there are no objects available for generating due to limiting the report(s). ...

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HCM Reports – Text reports about cabinets, cables and linksUse the pull-down choice File Generate HCM Reports... to invoke the Generate Reports dialog. In this dialog, we specify

that we want to generate a report about cabinets, cables and links in our configuration in XML/HTML format, limited to processor PROC03 and switch 14. In the Text Reports section, you must change the default choices to the setting shown in our sample dialog.

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Report of cabinets, cables and links – XML/HTML output (1)

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Report of cabinets, cables and links – XML/HTML output (2)

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Report of cabinets, cables and links – CSV outputNow invoke the Generate Reports dialog with the same settings as before, however, select CSV as output format.

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HCM Reports of logical objects – Processor Summary reportLet us generate a Processor Summary report for processor PROC03 (XML/HTML format). Select this processor in the diagram, then select File

Generate HCM Reports... and press OK. Check the Selected button in the Scope area. HCM invokes a dialog to let you specify where to store the produced output files.

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Processor Summary report sample – XML/HTML (1)

The following two pages show some details of the XML/HTML output viewed in a browser. You can scroll to the area of interest in the browser window.

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Processor Summary report sample – XML/HTML (2)

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Processor Summary report sample – CSV

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Processor Summary report sample – Printer

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HCD IODF Reports (1)

Select File View IODF Reports... to invoke the IODF Reports dialog (only possible in connected mode):

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HCD IODF Reports (2)

Using the Save As... button, you can save the generated output in a file.

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HCD IODF Compare Reports (1)

Select File View IODF Compare Reports... to invoke the IODF Compare Reports dialog (only possible in connected mode and only shown as a sample here; you can select your own IODF for comparison):

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HCD IODF Compare Reports (2)

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Appendix – Powerful wizards (1)

To support you in performing complex processor configuration tasks, HCM offers several wizards or utilities:

Copy XMP Processor

Copy SMP Processor

Copy Channel Subsystem

Copy Partition

Aggregate CHPID

Move Port Connections

Import/Export PPRC Connections

Converting CNC Channels to FICON Channels

Priming the IODF with “Sensed” Data

Change Link Address Format

Creating/Copying/Editing an I/O subsystem (see two sample dialogs from this wizard on the following pages)

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Appendix – Powerful wizards (2)

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Appendix – Powerful wizards (3)

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Appendix - How to prepare an IODF for HCM (1)

If you decide to switch from HCD to HCM in order to exploit the demonstrated advantages and to use HCM as a graphical user interface to HCD, you need to clean-up the IODF in the HCD dialog to reduce unnecessary configuration definitions, especially because HCM assigns control units (CUs) of the same type with different or no serial numbers to different controllers, which makes the diagram rather confusing and unclear.

After assigning the same serial number to such control units, all these control units are assigned to the same controller.

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Appendix - How to prepare an IODF for HCM (2)

Retrieve a printed list of controllers with the contained CUs by selecting Locate Controller... from the menu bar.

On the resulting Locate one or More Controllers dialog, press the Save As ... button to produce a text file containing the contents of the displayed list of controllers.

In the shown excerpt of this text file, you can see for example, that several CUs (1A70, 1A74 ... ) of the same type 3590 are spread over several controllers.

You can switch to HCD to assign the same serial number to CUs of the same type to integrate these CUs into one controller. Experienced HCM users can also work with the dialogs to achieve this task.

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Appendix - How to prepare an IODF for HCM (3)

If you migrate an IODF to an HCM configuration file, you may see multiple blue lines in the diagram. These lines indicate physical routes without logical connections. At a glance, HCM shows you any physical information that requires updating.

There are two ways how to remove physical only connections:

• Find out whether they are really necessary. If you do not want to use them, you can disconnect them.

• Or, if you need these connections, also provide the logical connections, to turn them into a black line.

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Appendix - How to prepare an IODF for HCM (4)

Point-to-point CTC connections are recognized, if the involved control units of a CNC/CTC channel pair have the same serial numbers.

Let us locate a point-to-point CTC connection in our sample configuration: From the Select a CTC Connection dialog, select the connection shown below. Press OK, then press Shift+F4 to see the connected objects. The resulting view is shown on the next page.

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Appendix - How to prepare an IODF for HCM (5)

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Appendix - How to prepare an IODF for HCM (6)

To find out the involved control units, select Edit CTC connections... , then select the connection from the CTC Connections dialog and press OK to invoke the Edit CTC Connection dialog, where you can see the both involved control units 0021 and 0020. You can now verify the equal serial number in the Locate One or More Control Units dialog.

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Appendix - How to prepare an IODF for HCM (7)

HCM can recognize CTC connections, if all control units composing a CTC connection of a CNC/CTC channel pair through a switch are connected to switch ports.

In our sample configuration, you can see an example: select Locate CTC connection... and from the resulting Select a CTC Connection dialog, select the connection shown below. Press OK to locate the connection in the diagram and then press Shift+F4 to see the connected objects. The resulting view is shown on the next page.

Tip: The HCD/HCM Web site provides a tutorial on how to define such CTC connections.

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Appendix - How to prepare an IODF for HCM (8)