ibm i technology refreshes overview 2012 06-04

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© 2012 IBM Corporation IBM Power Systems IBM i Technology Refreshes Strategy, Definition, Best Practices & Content Steve Will - Chief Architect – IBM i

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Page 1: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

IBM i Technology Refreshes

Strategy, Definition, Best Practices & Content

Steve Will - Chief Architect – IBM i

Page 2: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 3: IBM i Technology Refreshes Overview 2012 06-04

© 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”

Page 4: IBM i Technology Refreshes Overview 2012 06-04

© 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 …

Page 5: IBM i Technology Refreshes Overview 2012 06-04

© 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 …

Page 6: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 7: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 8: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 9: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 10: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

Technology Refresh: Technically Speaking

Page 11: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 12: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 13: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 14: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

14 A system designed for business

Technology Refresh Details Page

Page 15: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 16: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 17: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 18: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 19: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

19 A system designed for business

developerWorks: IBM i front page

ibm.com/developerworks/ibmi

Page 20: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 21: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 22: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

22 A system designed for business

TR Virtualization - Summary

Page 23: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

23 A system designed for business

TR Virtualization - Details

Page 24: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

24 A system designed for business

developerWorks: DB2

Page 25: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

25 A system designed for business

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.

Page 26: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 27: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 28: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 29: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 30: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 31: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 32: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 33: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

Enhancements provided by TRs

Page 34: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 35: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 36: IBM i Technology Refreshes Overview 2012 06-04

© 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)

Page 37: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 38: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 39: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 40: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 41: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 42: IBM i Technology Refreshes Overview 2012 06-04

© 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

Page 43: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

43 A system designed for business

Thank You!

Page 44: IBM i Technology Refreshes Overview 2012 06-04

© 2012 IBM Corporation

IBM Power Systems

Technology Refresh: Backup Details

Page 45: IBM i Technology Refreshes Overview 2012 06-04

© 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.

Page 46: IBM i Technology Refreshes Overview 2012 06-04

© 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.

Page 47: IBM i Technology Refreshes Overview 2012 06-04

© 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).

Page 48: IBM i Technology Refreshes Overview 2012 06-04

© 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.

Page 49: IBM i Technology Refreshes Overview 2012 06-04

© 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.

Page 50: IBM i Technology Refreshes Overview 2012 06-04

© 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).

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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

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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

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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

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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)

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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)

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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

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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

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