© 2012 IBM Corporation
IBM Power Systems
IBM i Technology Refreshes
Strategy, Definition, Best Practices & Content
Steve Will - Chief Architect – IBM i
© 2012 IBM Corporation
IBM Power Systems
2 A system designed for business
Technology Refreshes& Related Enhancements
� Strategy, Definition & Best Practices
� Information Sources
– Official Technology Refresh page
– developerWorks
� Example Technology Refresh Content
– Latest & Greatest session Wednesday
© 2012 IBM Corporation
IBM Power Systems
3 A system designed for business
IBM i Roadmap
2006 2007 2008 2009
V5R4 6.1
6.1.1 V5R4M5
� Clients requesting fewer operating system releases; and longer support cycles
– Major release upgrades can be disruptive for a business
� Clients requesting access to newest technology
� Before 7.1
– Small changes could be added using PTFs
– Major new support required a “point release”
© 2012 IBM Corporation
IBM Power Systems
4 A system designed for business
7.1 TRs
IBM i Roadmap
2006 2007 2008 2009 2010 2011 2012
V5R4 6.1 7.1 i next i next + 1
6.1.1 V5R4M5
………
� At 7.1 Technology Refreshes were added
– Built from experiences with PTF Groups
– Treated as a mini-release for planning & testing purposes
– Simpler to install on a current release and less disruptive
– Now i had a means to stretch releases, yet deliver enhancements
… but …
…
© 2012 IBM Corporation
IBM Power Systems
5 A system designed for business
Technically ….
�Technology Refreshes are only for SLIC– and really only for some of SLIC
� WHAT?
– What do you mean by SLIC?
– What about that DB2 stuff I saw in the announcement?
Or the Java stuff?
Or PowerHA?
Or …
© 2012 IBM Corporation
IBM Power Systems
6 A system designed for business
IBM i Architecture – Big Animal Picture
• Security
• Networking• PASE (AIX Runtime)
• JVM
System Licensed Internal Code
• DB2 Database
• Storage management
• File systems
• I/O Device Usage• Virtualization Layers
• Processor Exploitation• Workload Scheduling
•Higher-level functions for users & applications: MI-based
•Integrated Middleware: Directory Services, SQL APIs, etc.•Web-based capabilities: Apache Web Server; Web App Server
•High-level language (C/C++, RPG, COBOL, SQL, CL, etc.)
Technology Independent Machine Interface
Firmware & Hardware
© 2012 IBM Corporation
IBM Power Systems
7 A system designed for business
Big Animal Point Release
System Licensed Internal Code
• DB2 Database
• Storage management
• File systems
Point Releases such as V5R4M5 and 6.1.1 replaced all of SLIC.Everything below the MI, above Firmware & Hardware
Technology Independent Machine Interface
Firmware & Hardware
• Security
• Networking• PASE (AIX Runtime)
• JVM
• I/O Device Usage• Virtualization Layers
• Processor Exploitation• Workload Scheduling
© 2012 IBM Corporation
IBM Power Systems
8 A system designed for business
Technology Refreshes: Enable Hardware, I/O & Virtualization
System Licensed Internal Code
Technology Independent Machine Interface
Firmware & Hardware
Technology Refreshes
Enable New Capabilities
• I/O Device Usage• Virtualization Layers
• Processor Exploitation• Workload Scheduling
© 2012 IBM Corporation
IBM Power Systems
9 A system designed for business
Technology Refresh Concept as Delivered by TR Groups
� Beginning with IBM i 7.1 GA, future point / modification releases are replaced with a new delivery mechanism:
“Technology Refresh”
� Definition: A collection of OS software for “new function enablement” that is
– packaged together,
– tested together, and
– delivered as a single PTF Group.
� A Technology Refresh may include:
– Support for new hardware and firmware(for example, new I/O devices or newly
announced models)
– Support for new virtualization functions
– Performance improvements
– New function enablement
© 2012 IBM Corporation
IBM Power Systems
Technology Refresh: Technically Speaking
© 2012 IBM Corporation
IBM Power Systems
11 A system designed for business
What Is a Technology Refresh – Really?
� Overloaded Term
– System Management definition
TR PTF Group + GA CUM
(+ GA Resave if upgrading to 7.1)
– General communications
Everything announced when TR PTF
Group is delivered
developerWorks uses the term
TECHNOLOGY UPDATE
� Think of the Technology Refresh
as the TR PTF Group + GA CUM
(+ GA Resave if upgrading to 7.1)
– Orderable entities – bundle various
PTFs, including a TR PTF
– Together they provide enablement of
new hardware, firmware, and
virtualization
TR-PTF
GA Resave
CUM
TR PTF Group
TR-Reqs
ManagedAdd Function
PTFs
Other PTFs
Other function
GAed at sametime
© 2012 IBM Corporation
IBM Power Systems
12 A system designed for business
TR-PTF
GA Resave
CUM
TR PTF Group
TR-Reqs
ManagedAdd Function
PTFs
Other PTFs
Other functionGAed at same
time
New TR function
Typical Fixes
New function outside the TR.
For example,
IBM i has added tape support
outside the TR
For example, DB2, Java,
BRMS
Fixes made to the TR code,
or which
require the TR
Some TR function requires non-SLIC
components to deliver complete solutions. Example: Cryptography
© 2012 IBM Corporation
IBM Power Systems
13 A system designed for business
The Technology Refresh Web Site
www.ibm.com/systems/support/i/planning/techrefresh/index.html
© 2012 IBM Corporation
IBM Power Systems
14 A system designed for business
Technology Refresh Details Page
© 2012 IBM Corporation
IBM Power Systems
15 A system designed for business
A Look Under the Covers – The Technology Refresh PTF
� Provides much of “magic” of the Technology Refresh
– Large multiple-component Licensed Internal Code (LIC) PTF
– Allows development and testing like a modification release, but distribution like a PTF
� Part of the “magic” is accomplished by breaking the supersede chain after each Technology Refresh PTF
– Therefore, it must be perm applied to install follow-on PTFs
– PTF Install will enforce rules and try to do this for you
� Built and approved well before GA, so can be included in GA resave
– It is NOT a “marker PTF” – it is an actual, functional PTF
– At GA time, it is bundled in TR PTF Group along with follow-on PTFs and additional function
– IBM DOES NOT recommend installing the individual TR PTF before GA or without the corresponding TR PTF Group, unless the TR PTF is required by a PTF Group or a follow-on PTF
© 2012 IBM Corporation
IBM Power Systems
16 A system designed for business
Technology Refresh PTF (cont.)
� Follow-on PTFs: Non-Technology Refresh PTFs
containing common objects with the
Technology Refresh PTF
� Follow-on PTFs:
– Will NOT supersede the Technology Refresh PTF
– Will have new *TRREQ (Technology Refresh requisite) designation
– New *TRREQ type supported on DSPPTF and QPZRTVFX API
In RETAIN, follow-on PTF will prereq the Technology Refresh PTF (RETAIN will
not support new *TRREQ).
– Cannot be loaded until the Tech Refresh PTF is permanently applied
– Can be *IMMED even though Tech Refresh PTF is *DELAYED.
� Technology Refresh PTF identified via:
– New PTF attribute (DSPPTF command, QPZRTVFX, QpzListPTF APIs)
– Reserved prefix range: MF99nnn – e.g., MF99004 for 7.1 is PTF for TR4
TR
© 2012 IBM Corporation
IBM Power Systems
17 A system designed for business
A Very Good FAQ
�Are Technology Refreshes available for the entire IBM i operating system?
– No, Technology Refreshes are currently only available for Licensed Internal Code
– However, other system function may be GAed at the same time as a TR
© 2012 IBM Corporation
IBM Power Systems
18 A system designed for business
Strategically Speaking
� Historically
– DB2 was already producing PTF Groups for new off-release function
– Other technologies were delivering capabilities in groups, or individual PTFs
– No coordination: themes, communication, documentation
� IBM i needed to emulate Technology Refreshes throughout the Operating System
– Coming to fruition in TR4 timeframe
– Let’s look at developerWorks – THE place to go for TRs and more new function
© 2012 IBM Corporation
IBM Power Systems
19 A system designed for business
developerWorks: IBM i front page
ibm.com/developerworks/ibmi
© 2012 IBM Corporation
IBM Power Systems
20 A system designed for business
developerWorks: Technology Updates page
www.ibm.com/developerworks/ibmi/techupdates
Notice: Many technologies have updates
outside the Technology Refresh
Technology Refreshes
© 2012 IBM Corporation
IBM Power Systems
21 A system designed for business
developerWorks: Hardware & I/O – TR pages
www.ibm.com/developerworks/ibmi/techupdates/hw
© 2012 IBM Corporation
IBM Power Systems
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TR Virtualization - Summary
© 2012 IBM Corporation
IBM Power Systems
23 A system designed for business
TR Virtualization - Details
© 2012 IBM Corporation
IBM Power Systems
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developerWorks: DB2
© 2012 IBM Corporation
IBM Power Systems
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developerWorks: More Technologies, More Groups
• Over time, technology groups which have been delivering functions between
releases are being gathered here.
• BRMS & PowerHA, for example, have been added since TR3, gathering
material from “marketing” pages where they were initially created.
• In any specific TR, there may or may not be enhancements in some technologies.
© 2012 IBM Corporation
IBM Power Systems
26 A system designed for business
TR Announcements
� Coordinated around TR
� Contain much more than
actual TR Group
� Cover anything delivered
since prior TR
Announcement
TR
TR DB Java BRMS
© 2012 IBM Corporation
IBM Power Systems
27 A system designed for business
http://www.redbooks.ibm.com/redbooks/pdfs/sg247858.pdf
Redbook updates in 2011:
• IBM i 7.1 Technical Overview• Cover through TR3
• Supplement Info Center
• PowerHA SystemMirror for i
• “How To Implement”
• V7000, SVC and more
© 2012 IBM Corporation
IBM Power Systems
28 A system designed for business
VirtualOptical
Image Catalog
What Are Best Practices ?
� At a minimum should consider applying:
– CUM, HIPERs, DB Group, TR Group –roughly every 6 months
– Do not “pick and choose” individual PTFsfrom the groups – load everything
– This is the best way to avoid unplanned downtime
� Depending on needs & your environment
– Other groups
(Security, Java, HTTP, TCP/IP, Print, BRMS, etc.)
– Individual PTFs for particular support
– Consult developerWorks and PSP web pages for info to help make decision
� Load all into same image catalog
– Apply from there
– Let the system decidehow to apply most efficiently
CUM DB GroupTR Group
HIPERSSecurity
WebQ
ueryTCP/IP
HTTP
Java
ETC
Perf. T
ools
BRMS
Prin
t
© 2012 IBM Corporation
IBM Power Systems
29 A system designed for business
The TR PTF Itself
� The TR PTF will be available before GA
– TR PTF is created well before GA, so it can be included in the GA Resave
– It is extensively tested on older levels of supported hardware before that – so it is safe to install on older supported systems
– BUT IBM does not recommend that it be installed without the TR PTF Group, unless it is required by another PTF or PTF Group being installed.
� The TR PTF can become a requisite of another PTF before (or after) GA
– If a part / module in the TR PTF is changed by a subsequent PTF,the TR PTF becomes a special kind of requisite, called a *TRREQ (looks like prereq in Retain)
– Follow on PTFs can be *IMMED even though Tech Refresh PTF is *DELAYED.
� The TR PTF can be included in PTF groups (like HIPERs and CUMs)
– If a PTF in the HIPER group or CUM calls out the TR PTF as a *TRREQ, then the TR PTF will be pulled into the HIPER group or CUM
– In fact, this likely will occur TR
PTFPTF
PTF
PTFPTF
PTFPTF
PTFTRREQPTF
HIPER
TRTRREQ
© 2012 IBM Corporation
IBM Power Systems
30 A system designed for business
Some Other Things to Remember
� The TR PTF may be required for debug or future fixes
– Development / support will generally try to debuga problem when the system is in the failing state
Sometimes development builds traps or special debug code to help isolate the problem
– If system is back-level, may need to bring fix level
up to date before can get permanent fix – if TR PTF
is in PTF chains of fix, this will mean applying the TR PTF
� Later Technology Refreshes are supersets of previous ones
– This means that if a system is back level on Technology
Refreshes, only the latest TR must be installed to
bring the system up to date
� Make sure the TR PTF is permanently applied
– Will need to be perm applied before any
follow on PTFs that require it can be
applied
1 2
3
1 2 3
© 2012 IBM Corporation
IBM Power Systems
31 A system designed for business
Details for Planning Purposes
� Before installing the TR PTF, TR Group, CUM, etc. make sure the Double IPL Automation PTF is installed on your system – SI43585
– It will save you time when applying TRs, Groups, PTFs, etc.
– Has been in HIPER group since 05/10/11
– In TR Group for TR 2 – 05/13/11
– In CUM and Resave available at same time as TR 2
� Must be installing from an image catalog, in order to take advantage of the “Double IPL”automation support
– If installing from a remote virtual optical device on a different partition, make sure the server partition has PTF SI42302 applied (contains required image catalog and optical code for “Automatic Double-IPL”).
� Read InfoApar II14482 when planning your upgrade to 7.1
– Lists PTFs and process needed to avoid a potential problem trying to apply a TR immediately after doing an upgrade to 7.1 from 5.4.x or 6.1.x,
– This was initially thought to be a TR problem, but was actually related to image catalog support
© 2012 IBM Corporation
IBM Power Systems
32 A system designed for business
If You Have Questions
� Don’t just assume
– Consult the web pages, FAQs, Info Center, etc.
– And if still confused – ASK
© 2012 IBM Corporation
IBM Power Systems
Enhancements provided by TRs
© 2012 IBM Corporation
IBM Power Systems
34 A system designed for business
IBM i 7.1 Technology Refreshes Add Value
� Technology Refresh 1 – September 2010
– Virtual Media support to reduce hardware dependencies and costs
– Network Installation of all IBM i software for more efficient operations
– Web Services support for integrating legacy applications into business processes
� Technology Refresh 2 – May 2011
– Suspend/Resume IBM i partition as another step towards clouds
– Sharing Tape Drives across IBM i partitions to reduce infrastructure complexity
– XML and Security enhancements to DB2 for i
� Technology Refresh 3 – October 2011
– VM Image Management in cooperation with Systems Director VMControl
– PowerHA support of V7000 & SVC – Metro Mirror, Global Mirror & FlashCopy
– Thin Provisioning for DS8700 and DS8800 storage servers, and for VIOS Shared
Storage Pools allows configurations set up with a smaller amount of real disk storage
© 2012 IBM Corporation
IBM Power Systems
35 A system designed for business
PowerHA SystemMirror Enhancements
• PowerHA SystemMirror for IBM i support includes
• DS8000 (DS8K)
• SAN Volume Controller (SVC) and IBM Storage Systems Storwize V7000
• Advanced Copy Services (ACS)
• Currently available for DS8K
• Future direction - V7000
Admin domain
©
Metro Mirror
ProductionDS8000SVC*Storewize V7000*
Local Site
HA
DR Site*SYSBAS
(Prod)
IASP(Switchable)
DS8000SVCStorewize V7000
*SYSBAS(DR)
IASP
*SYBAS
(Backup I)
IASP
DR
FlashBackup
F
l
a
s
h
C
o
p
y
POWER7IBM i
POWER7IBM i
POWER7IBM i
Global Mirror HA
DR
TR3
Translated Version TR4
© 2012 IBM Corporation
IBM Power Systems
36 A system designed for business
IBM i Technology Refresh 4 - Highlights
� Moving running workloads from one machine to another with Live Partition Mobility delivers the next step for cloud environments
� DB2 for i enhancements improve performance as well as delivering additional security, error monitoring and SQL functions
Virtualized SAN and Network Infrastructure
� DB2 WebQuery for i simplifies ordering with Express and Standard offerings
� New options in Application Runtime Expert allow access to the tool without granting high security levels
� IBM i Workload Groups allows clients to license SWG products at "less than capacity" level
• PowerHA for IBM i now includes support for IBM Storage Systems Storwize V7000 and San Volume Controller (SVC)
© 2012 IBM Corporation
IBM Power Systems
37 A system designed for business
� Improves service levels for IBM i workloads
– Business and IT security and resiliency are as critical as ever, and must
be dynamic and intelligent in order to match the speed of business
change
– PowerVM Live Partition Mobility
Move running IBM i partitions between systems� Eliminate planned outages and balance workloads across systems
� VIOS is required
Virtualized SAN and Network InfrastructureVirtualized SAN and Network Infrastructure
Live Partition Mobility for IBM i
TR4 Group Required
© 2012 IBM Corporation
IBM Power Systems
38 A system designed for business
New I/O Support for IBM i
� New SFF SSD:
– 2X performance 2X capacity
– Better price performance
� High performance low profile SAS SSD Adapter
– RAID 5/6 with just one adapter (vs two)
– May lower the cost for SSD configuration
� New lower price, 4-port 1Gb LAN adapter
– Native support plus support through VIOS
– Replaces existing 2-port and 4-port LAN adapters in most POWER7 proposals
� New DAT160 USB-attached tape drive config option
– for Power 720/740/750 HH bay of system unit
– Supported through VIOS
– Potentially improves performance for saves/restores
TR4 Group Required
© 2012 IBM Corporation
IBM Power Systems
39 A system designed for business
DB2 for i Enhancements
� Significant functional enhancements
– Short names
– Where used information
– Support for JDBC 4.1 specification
� SQL enhancements
– Subselect
– RUNSQL command
� Security enhancements
– Object Auditing Control
� Performance improvements
– based on analysis of index statistics
� DB Management Improvements
– adding SYSDISKSTAT catalog to QSYS
library
� Enhanced SQL Error Reporting using monitor
records
Row Lock Performance
228
12
0
50
100
150
200
250
MinutesBefore
After
DB2 Group Required
See developerWorks
© 2012 IBM Corporation
IBM Power Systems
40 A system designed for business
Web Integration Enhancements
� Java 7 5761-JV1 Options 14 & 15
– 32 and 64 bit version Java 7 runtime engine
– Available only on IBM i 7.1
� XML Service GA Dec 2011
– New Open Source tool to access Native IBM i objects from any language
– Access RPG programs from PHP, RUBY, or other languages
– Use in a Tier 1 or Tier 2 environment
© 2012 IBM Corporation
IBM Power Systems
41 A system designed for business
IBM i Workload Groups – Enhanced Management & Licensing
� Workload Groups new capabilities to manage/license workloads on IBM i
– Limit the number of cores that are used by specific applications
within single system/partition/subsystem
– Limits placed at the whole processor-core level
– Applications licensed for the number of capped cores
– Can cap a single job or all jobs/threads in a subsystem
IBM i = 6 Cores
Application #2 = 4 Cores
Application #1 = 3 Cores
IBM i System / Partition / Subsystem
IBM i = 6 Cores
Application #2 = 6 Cores
Application #1= 6 Cores
IBM i System / Partition / Subsystem
IBM i Today IBM i with Workload Groups
https://www.ibm.com/developerworks/mydeveloperworks/wikis/home?lang
=en#/wiki/IBM%20i%20Technology%20Updates/page/IBM%20i%20workload%20groups
© 2012 IBM Corporation
IBM Power Systems
42 A system designed for business
Summary
� Without Technology Refreshes
– IBM i would be delivering another release this year – 2012
There would have been impacts to V5R4 & 6.1 EoS
– Partition Mobility would not be available on 7.1
Along with Suspend/Resume & other virtualization enhancements
– Coordination of deliverables would have been unlikely
“Same As Always” would have occurred
� With Technology Refreshes
– Full-release function has been delivered
In a staged approach
– Isolation of new function allows for mini-release testing
While ensuring that TRs do not require requalification
– No Release Upgrade is required
Disruption of release is removed
© 2012 IBM Corporation
IBM Power Systems
43 A system designed for business
Thank You!
© 2012 IBM Corporation
IBM Power Systems
Technology Refresh: Backup Details
© 2012 IBM Corporation
IBM Power Systems
45 A system designed for business
� A very detailed walk-through using system interfaces to install and inspect the TR was written
in spring 2011 with TR2 as the example TR. I include that example here for reference
purposes.
� COMMON 2011 had a very detailed presentation on Technology Refreshes, and that “helpful
hint” information is also included, because it might help you with the details of TRs.
© 2011 IBM Corporation46
IBM Power Systems
Display PTF – DSPPTF LICPGM(5770999)
Display PTF Status System: SYSTEM1
Product ID . . . . . . . . . . . . . : 5770999 IPL source . . . . . . . . . . . . . : ##MACH#BRelease of base option . . . . . . . : V7R1M0 L00
Type options, press Enter. 5=Display PTF details 6=Print cover letter 8=Display cover letter
PTF IPL Opt ID Status Action 5 MF99002 Permanently applied None
MF99001 Permanently applied None5 MF52149 Permanently applied None
MF50941 Superseded NoneMF50925 Permanently applied NoneMF50860 Not applied NoneMF50836 Temporarily applied None
More ...F3=Exit F11=Display alternate view F17=Position to F12=Cancel
PTFs are displayed in
descending order by
PTF ID, so the Tech Refresh PTFs (MF99*)
will be listed after the
marker (TL*) PTFs, but
before the remaining
MF* PTFs.
© 2011 IBM Corporation47
IBM Power Systems
Display PTF – DSPPTF details of Tech Refresh PTF
Display PTF Details
Product ID/PTF ID . . . . . . . . . : 5770999 MF99002 Release . . . . . . . . . . . . . . : V7R1M0
Select one of the following:
1. General information 2. Requisite PTFs
4. Superseded PTFs
6. PTF Objects 7. Symptom strings
9. APARs fixed
20. All of the above
Bottom Selection
1
F3=Exit F12=Cancel
• Note the Technology Refresh PTF will call out
Link/Loader (LIC PTF
Management) PTF MF51814
as a prereq.
• TR2 supersedes TR1 and
339 existing LIC PTFs (110
chains), TR1 superseded 87
PTFs.
• Option 6 to list objects in TR2 will show 1507 RUs
(replaceable units). Each TR
is cumulative, so the object
list will grow every 6 months when we release a new TR (TR1 had 525 RUs). PTF save file for TR2 is 20 meg
(TR1 was 8.6 meg).
© 2011 IBM Corporation48
IBM Power Systems
Display PTF – DSPPTF Tech Refresh PTF, option 1
General information
Product ID/PTF ID . . . . . . . . . . : 5770999 MF99002
Release . . . . . . . . . . . . . . . : V7R1M0
On order . . . . . . . . . . . . . . . : No
PTF save file . . . . . . . . . . . . : Yes
PTF status . . . . . . . . . . . . . . : Permanently applied
Latest superseding PTF . . . . . . . . : None
Type . . . . . . . . . . . . . . . . . : Delayed
Unattended IPL action . . . . . . . . : None
Optional part . . . . . . . . . . . . : *BASE
PTF library . . . . . . . . . . . . . : QGPL
Cover letter . . . . . . . . . . . . . : No
Mandatory instructions . . . . . . . . : No
Test Fix . . . . . . . . . . . . . . . : No
Action pending . . . . . . . . . . . . : No
Action required . . . . . . . . . . . : No
More...
Press Enter to continue
F3=Exit F12=Cancel
Note Tech Refresh PTF will always be
Delayed and require
an IPL to apply.
© 2011 IBM Corporation49
IBM Power Systems
Display PTF – DSPPTF Tech Refresh PTF, option 1
General information
Product ID/PTF ID . . . . . . . . . . : 5770999 MF99002
Release . . . . . . . . . . . . . . . : V7R1M0
Target release . . . . . . . . . . . . : V7R1M0
Minimum-Maximum level . . . . . . . . : L00-L00
PTF creation date/time . . . . . . . . : 01/21/11 10:04:34
Technology refresh PTF . . . . . . . . : Yes
Bottom
Press Enter to continue
F3=Exit F12=Cancel
New Technology refresh field added to
the panel. Note new
attribute is only applicable for LIC
(57xx999) PTFs.
© 2011 IBM Corporation50
IBM Power Systems
Display PTF – DSPPTF details of Follow-on PTF
Display PTF Details
Product ID/PTF ID . . . . . . . . . : 5770999 MF52149 Release . . . . . . . . . . . . . . : V7R1M0
Select one of the following:
1. General information 2. Requisite PTFs
6. PTF Objects 7. Symptom strings
9. APARs fixed
20. All of the above
Bottom Selection
2
F3=Exit F12=Cancel
•Note: Option 2 (Requisite PTFs) is
listed because the
follow-on PTF will *TRREQ the Tech
Refresh PTF.
•Note: Option 4
(Superseded PTFs) is
not listed because the
follow-on PTF does not supersede the
Tech Refresh PTF (or
any other PTFs in this example).
© 2011 IBM Corporation51
IBM Power Systems
Display PTF – DSPPTF Follow-on PTF, option 2
Display Requisite PTFs
Product ID/PTF ID . . . . . . . . . : 5770999 MF52149
Release . . . . . . . . . . . . . . : V7R1M0
Product Requisite Product Requisite
PTF ID ID type PTF ID ID type
MF99002 5770999 *TRREQ
Bottom
Press Enter to continue
F3=Exit F12=Cancel
New *TRREQ (Technology refresh
requisite) type defined
in addition to *PREREQ, *COREQ,
*DSTREQ.
© 2011 IBM Corporation52
IBM Power Systems
Display PTF – DSPPTF Requisite type help (*TRREQ)
Requisite type - Help
The type of the requisite. The types are:
*PREREQ
The PTF is required to be installed on the system before you
can apply this PTF.
*COREQ
The PTF is required to be applied with the PTF that is being
displayed.
*TRREQ
The technology refresh PTF is required to be permanently
applied on the system before you can load this PTF.
*DSTREQ
The PTF is required for distribution purposes only.
Bottom
F2=Extended help F3=Exit help F10=Move to top F12=Cancel
F13=Information Assistant F14=Print help
Note the *TRREQ is a load time check where
*PREREQ and
*COREQ are apply time checks.
© 2011 IBM Corporation
IBM Power Systems
53
Installing Follow-on (*TRREQ) PTF when Tech Refresh PTF not installed
� Can occur in the following scenarios:
– Order and Install cumulative PTF packageC1116710 for IBM i 7.1 where the cumulative PTF package contains TR2 and follow-on PTFs.
– Order and Install a PTF group (e.g. Technology
Refresh, TCP/IP, HIPER) that contains a follow-on PTF.
– Order and Install an individual PTF that is a follow-on (*TRREQ) PTF for the Technology Refresh PTF.
TR
PTFPTF
PTF
PTFPTF
PTFPTF
PTFTRREQPTF
HIPER
PTFPTF
PTF
PTFPTF
PTFPTF
PTFTR
TRREQ
CUM
TRTRREQ
© 2011 IBM Corporation
IBM Power Systems
54
Installing Follow-on (*TRREQ) PTF when Tech Refresh PTF not installed
� For each of the previous scenarios:
– Make sure “Automatic Double-IPL” PTF SI42445 is applied (PTF is in
HIPER PTF group SF99709 level 26 or higher). Note this PTF automates
the extra IPL for both Technology Refresh and Special Handling pre-apply PTFs.
– If your PTFs are on physical DVDs, create image catalog and use the Add Image Catalog Entry (ADDIMGCLGE) command for each DVD.
– If you are installing PTFs from a remote virtual optical device on a different
partition, make sure the server partition has PTF SI42302 applied (contains required image
catalog and optical code for
“Automatic Double-IPL”).
– Use GO PTF command, option 8 to install PTFs.
© 2012 IBM Corporation
IBM Power Systems
55 A system designed for business
Installing Follow-on (*TRREQ) PTF when Tech Refresh PTF not installed
� For each of the previous scenarios:
– Make sure “Automatic Double-IPL” PTF SI42445 is applied (PTF is in HIPER PTF group SF99709 level 26 or higher). Note this PTF automates the
extra IPL for both Technology Refresh and Special Handling pre-apply PTFs.
– If your PTFs are on physical DVDs, create image catalog and use the Add
Image Catalog Entry (ADDIMGCLGE) command for each DVD.
– If you are installing PTFs from a remote virtual optical device on a different
partition, make sure the server partition has PTF SI42302 applied (contains required image
catalog and optical code for
“Automatic Double-IPL”).
– Use GO PTF command, option 8 to install PTFs.
© 2011 IBM Corporation56
IBM Power Systems
GO PTF, option 8 (Install a PTF package)
Install Options for Program Temporary Fixes
System: SYSTEM1
Type choices, press Enter.
Device . . . . . . . . . OPTVRT01 Name, *SERVICE, *NONE
Automatic IPL . . . . . N Y=Yes
N=No
Prompt for Media . . . . 1 1=Single PTF volume set
2=Multiple PTF volume sets
3=Multiple volume sets and
*SERVICE
Restart type . . . . . . *SYS *SYS, *FULL
Other options . . . . . N Y=Yes
N=No
F3=Exit F12=Cancel
• For Device, enter name of virtual optical device with loaded
image catalog, or
*SERVICE. To install from both optical and
*SERVICE, change
Prompt for Media field to 3.
• For Automatic IPL,
enter Y or N. Auto IPL=Y will power down
immediately if IPL
required to perm apply TR PTF.
© 2011 IBM Corporation57
IBM Power Systems
GO PTF – Load PTFs from device for all products
PTF Load in Progress
System: SYSTEM1
Product
ID Description
5770999 Licensed Internal Code
Bottom
Loading PTFs for 1 of 39 Licensed Programs
• PTF Install code will load the TR PTF and its requisites, then
automatically set
them for perm apply.
• PTF Install code will not load any LIC PTFsfrom media files
containing a follow-on
(*TRREQ) PTF. For
*SERVICE, all LIC PTFs that are not
follow-on (*TRREQ)
PTFs are loaded.
© 2011 IBM Corporation58
IBM Power Systems
GO PTF – Message CPF362E: IPL required
Program Temporary Fix
System: SYSTEM1
Select one of the following:
1. Load a program temporary fix
2. Apply a program temporary fix
3. Copy a program temporary fix
4. Remove a program temporary fix
5. Display a program temporary fix
6. Order a program temporary fix
7. Install a program temporary fix from a list
8. Install a program temporary fix package
9. Copy PTF Cover letter
10. Display PTF Cover letter
11. Delete a program temporary fix
More ...
Selection or command
===> 8
F3=Exit F4=Prompt F9=Retrieve F12=Cancel
IPL required to complete PTF install processing.
•New CPF362E (IPL required) message is English only. We save GO PTF parms in an
internal space to use on the
next normal, unattended IPL to finish the PTF Install. So …
don’t delete the image catalog
until the PTF install is complete. If using remote
optical device, make sure
server partition has image
catalog with PTFs still loaded when you IPL the client
partition.
•Note if IPL required for special
handling pre-apply PTF (cumepkg), same message.
© 2011 IBM Corporation59
IBM Power Systems
Operating System IPL (SCPF job)
Operating System IPL in Progress
5/02/11 06:30:23
IPL:
Type . . . . . . . . . . . . : Unattended
Start date and time . . . . : 5/02/11 06:15:08
Previous system end . . . . : Normal
Current step / total . . . . : 17 49
Reference code detail . . . : C900 2967
IPL Step: Time elapsed Time remaining
Internal journal recovery 00:00:02
SAG initialization 00:00:01
> PTF Processing 05:14:28 11:30:41
Signals initialization
Item:
Current / total . . . . . . : 1 254
Identifier . . . . . . . . . : 5770999-MFxxxxx V7R1M0
Activity . . . . . . . . . . : Setting IPL Action for PTFs
IPL requested by PTF processing.
•During LIC IPL, Link/Loader perm applies TR PTF and its requisites (mini IPL to A side).
•OS IPL, XPF PTF
Management syncs with LL and marks TR PTF and
requisites perm applied.
•Load remaining LIC PTFsfrom previous device and
image catalog. Activity:
Loading PTFs
•Set all PTFs for delayed apply. Activity: Setting IPL
Action for PTFs
•New English msg CPI35ED –IPL requested by PTF
processing – restart partition
© 2011 IBM Corporation60
IBM Power Systems
Operating System IPL (SCPF job)
Operating System IPL in Progress
5/02/11 07:08:18
IPL:
Type . . . . . . . . . . . . : Unattended
Start date and time . . . . : 5/02/11 07:02:45
Previous system end . . . . : Normal
Current step / total . . . . : 17 49
Reference code detail . . . : C900 2967
IPL Step: Time elapsed Time remaining
Internal journal recovery 00:00:02
SAG initialization 00:00:01
> PTF Processing 16:13:28 9:33:51
Signals initialization
Item:
Current / total . . . . . . : 52 254
Identifier . . . . . . . . . : 5770SS1-SIxxxxx V7R1M0
Activity . . . . . . . . . . : Applying PTFs
•During 2nd LIC IPL, Link/Loader applies all LIC PTFs set for
delayed apply.
•During 2nd OS IPL,
normal PTF processing
to apply all PTFs set for delayed apply.
Continue IPL to sign-
on.
© 2011 IBM Corporation61
IBM Power Systems
Verify PTFs installed: WRKPTFGRP or DSPPTF
Work with PTF Groups
System: SYSTEM1
Type options, press Enter.
1=Order 4=Delete 5=Display 6=Print
8=Display special handling PTFs 9=Display related PTF groups
Opt PTF Group Level Status
_ SF99710 11116 Installed
_ SF99710 10229 Installed
_ SF99709 27 Installed
_ SF99709 26 Installed
_ SF99707 2 Installed
_ SF99707 1 Installed
_ SF99701 6 Not installed
_ SF99701 5 Installed
_ SF99362 9 On order
Bottom
F3=Exit F6=Print F11=Display descriptions F12=Cancel
F22= Display entire field
-If PTFs not installed,
previous SCPF joblog
has debug information.
© 2011 IBM Corporation
IBM Power Systems
62
Just the FAQs – the TR PTF
� Is TR PTF available before GA, and if so, is it safe to install?– Yes, and yes– TR PTF is created well before GA, so it can be included in the GA
Resave– Extensively tested on older levels of supported hardware before that – so it is safe to
install on older supported systems– BUT IBM does not recommend that it be installed, unless it is required by another
PTF or PTF Group you are installing.
� Can the TR PTF become a requisite of another PTF before (or after) GA?– Yes– If a part / module in the TR PTF is changed by a subsequent PTF, the TR PTF
becomes a special kind of requisite, called a *TRREQ
� Can the TR PTF be included in PTF groups (like HIPERs and CUMs)?– Yes– If a PTF in the HIPER group or CUM calls out the TR PTF as a
TRREQ, then the TR PTF will be pulled into the HIPER group or CUM – in fact, this likely will occur
© 2011 IBM Corporation
IBM Power Systems
63
Just the FAQs – Install and Requisites
� Will the TR PTF be required for debug or future fixes?– Perhaps
– Development / support will generally try to debug
a problem when the system is in the failing state
• Sometimes development builds traps or special debug code to help isolate the problem
– If system is back-level, may need to bring fix level
up to date before can get permanent fix – if TR PTF is in PTF chains of fix, this will
mean applying the TR PTF
� How are later Technology Refreshes related to previous ones?– Later Technology Refreshes are supersets of previous ones for the same base release
• This means that if a system is back level on Technology Refreshes, only the latest one must be installed to bring the system up to date
� Are Technology Refreshes available for the entire IBM i operating system?– No, Technology Refreshes are currently only available for Licensed Internal Code
– However, other system function may be GAed at the same time as a TR
1 2
3
1 2 3
© 2011 IBM Corporation
IBM Power Systems
64
Just the FAQs – Recovery and Best Practices
� How do I remove a Technology Refresh from my system?– ***DON’T*** – the TR will eventually be required for future fixes (but can temporarily)
• Install a save of the system made before the Technology Refresh install• Install a previous Resave level or the base install media, and bring the system up to date by
applying appropriate PTFs, CUMs, groups
� How do I restore my system back to a known level after a failure?– If system was at current Technology Refresh level, install the latest Resave,
plus CUM, plus TR PTF Group, and any other PTFs, groups, etc.– To restore to an earlier level, must archive media or a save of the system
� What are some BEST PRACTICES?1. Keep systems up to date with latest Technology Refresh PTF Group2. When installing a Technology Refresh, install either the
TR Group plus the CUM, or the Resave plus the TR Group plus the CUM; do not install just the TR PTF
3. Install the Double IPL Automation PTF SI424454. Make sure the Technology Refresh PTF is permanently
applied to your system5. Install from an image catalog, rather than from physical
media, for simplicity and improved performance
© 2011 IBM Corporation
IBM Power Systems
65
Potential “Gotchas” to Consider
� DON’T confuse the Technology Refresh PTF with the Technology Refresh PTF Group and the overall Technology Refresh itself
– The Technology Refresh for a particular GA is the Technology Refresh PTF Group plus the corresponding GA CUM
• See the TR web pages for the appropriate levels– Timeline works like this:
• TR PTF is approved and becomes visible well before GA, to include in GA Resave
• TR Web Pages are updated with information on new TR levels at Announce
• TR PTF Group, Resave, and CUM become available at GA
� DON’T install the Technology Refresh PTF by itself– The Technology Refresh PTF by itself may not supply complete support or include
the latest fixes for a particular Technology Refresh.– IBM recommends that customers should NOT install the
Technology Refresh PTF by itself, but instead should install the Technology Refresh PTF Group and the matching CUM (or, if upgrading from older release, the Resave + TR Group + CUM)
© 2011 IBM Corporation
IBM Power Systems
66
Potential “Gotchas” to Consider -2-
� DON’T install the Technology Refresh PTF before GA– The Technology Refresh PTF will be available before GA,
so it can be included in the GA Resave and CUM– However, IBM does not recommend installing the TR PTF
before GA unless it is required by a follow-on PTF, because:• The TR PTF is not needed for existing hardware or function• The TR PTF by itself may not contain complete support for new hardware or
function• The new hardware or function the TR PTF enables is not supported until after GA
– If the Technology Refresh PTF is not required to install a follow-on PTF or PTF Group, customers should wait until the Technology Refresh GA and install the TR PTF Group + GA CUM at that time
� DO permanently apply the Technology Refresh PTF as soon as convenient– This will save time later when applying follow-on PTFs
that require it (*TRREQ it)
© 2011 IBM Corporation
IBM Power Systems
67
Potential “Gotchas” to Consider -3-
� DO have the Double IPL Automation PTF installed on a system before trying to install the TR Group, TR PTF, Resave, CUM, HIPER Group, etc.
– This will avoid confusion and potentially additional time required,
when upgrading to a new TR level or installing a follow-on PTF that
requires a TR (*TRREQ)
� DO keep your system up to date with latest Technology Refreshes– This can help reduce debug time for system problems, and can avoid
unnecessary outages for system problems that already have fixes available
– Installing a Technology Refresh as soon as it is convenient may avoid having to install it at an inconvenient time, in order to get a needed fix
� DO install a Technology Refresh from an image catalog rather than physical media, if possible
– It will be simpler and will improve performance
– Using an image catalog is necessary for the
“Double IPL” automation support
© 2012 IBM Corporation
IBM Power Systems
68 A system designed for business
References
� System i Software Information Center: http://publib.boulder.ibm.com/eserver/ibmi.html
– Maintaining and managing IBM i and related software
– Application Programming Interfaces (APIs)
– Service and support
� Additional URLs
– IBM i Technology Refresh:
http://www-947.ibm.com/systems/support/i/planning/techrefresh/index.html
– IBM i Resaves:
http://www-947.ibm.com/systems/support/i/planning/resave/v7r1.html
– IBM i PTF Groups
http://www-912.ibm.com/s_dir/sline003.NSF/GroupPTFs?OpenView&view=GroupPTFs
– Preventative Service Planning (PSP) for IBM i:
http://www-912.ibm.com/s_dir/sline003.nsf/sline003home
– IBM Systems Support, System i, Fixes:
http://www-947.ibm.com/systems/support/i/fixes/index.html
– “Automate Extra IPL for PTF Install,” iDevelop Blog article:
http://ibmsystemsmag.blogs.com/i_can/2011/03/automate-extra-ipl-for-ptf-install.html
© 2012 IBM Corporation69
IBM Power Systems
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