Tag Archives: Mainframe

z/OS Workload Manager (WLM): Balancing Cost & Performance

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A sophisticated mechanism is required to orchestrate the allocation of System z resources (E.g. CPU, Memory, I/O) to multiple z/OS workloads, requiring differing business processing priorities. Put very simply, a mechanism is required to translate business processing requirements (I.E. SLA) into an automated and equitable z/OS performance manager. Such a mechanism will safeguard the highest possible throughput, while delivering the best possible system responsiveness. Ideally, such a mechanism will assist in delivering this optimal performance, for the lowest cost; for z/OS, primarily Workload License Charges (WLC) related. Of course, the Workload Management (WLM) z/OS Operating System component delivers this functionality.

A rhetorical question for all z/OS Performance Managers and z/OS MLC Cost Managers would be “how much importance does your organization place on WLM and how proactively do you manage this seemingly pivotal z/OS component”? In essence, this seems like a ridiculous question, yet there is evidence that suggests many organizations, both customer and ISV alike, don’t necessarily consider WLM to be a fundamental or high priority performance management discipline. Let’s consider several reasons why WLM is a fundamental component in balancing cost and performance for each and every z/OS environment:

  • CPU (MSU) Resource Capping: Whatever the capping method (I.E. Absolute, Hard, Soft), WLM is a controlling mechanism, typically in conjunction with PR/SM, determining when capping is initiated, how it is managed and when it is terminated. Therefore from a dispassionate viewpoint, any 3rd party ISV product that performs MSU optimization via soft capping mechanisms should ideally consider the same CPU (E.g. SMF Type 70, 72, 99) instrumentation data as WLM. Some solutions don’t offer this granularity (E.g. AutoSoftCapping, iCap).
  • MLC R4HA Cost Management: WLM is the fundamental mechanism for controlling this #1 System z software TCO component; namely WLM collects 48 consecutive metric CPU MSU resource usage every 5 Minutes, commonly known as the Rolling 4 Hour Average (R4HA). In an ideal world, an optimally managed workload that generates a “valid monthly peak”, will fully utilize this “already paid for” available CPU MSU resource for the remainder of the MLC eligible month (I.E. Start of the 2nd day in a calendar month, to the end of the 1st day in the next calendar month). More recently, Country Multiplex Pricing (CMP) allows an organization to move workloads between System z server (I.E. CPC) structures, without cost consideration for cumulative R4HA peaks. Similarly, Mobile Workload Pricing (MWP) reporting will be simplified with WLM service definitions in z/OS 2.2. Therefore it seems prudent that real-time WLM management, both in terms of real-time reporting and pro-active decision making makes sense.
  • System z Server CPU Management: As System z server CPU chips evolve (E.g. CPU Chip Cache Hierarchy and Relative Nest Intensity), there are complementary changes to the z/OS Operating System management components. For example, HiperDispatch Mode delivers CPU resource usage benefit, considering CPU chip cache resources, intelligently allocating workload to as few logical processors as possible. It therefore follows that prioritization of workloads via WLM policy definitions becomes increasingly important. In this instance one might consider that CPU MF (SMF Type 113) and WLM Topology (SMF Type 99) are complementary reporting techniques for System z server design and management.

Since its announcement in September 1994 (I.E. MVS/ESA Version 5), WLM has evolved to become a fully-rounded and highly capable z/OS System Resources Manager (SRM), simply translating business prioritization policies into dynamic function, optimizing System z CPU, Memory and I/O resources. More recently, WLM continues to simplify the management of CPU chip cache hierarchy resources, while reporting abilities gain in strength, with topology reporting and the promise of simplified MWP reporting. Moreover, WLM resource management becomes more granular and seemingly the realm of possibility exists to “micro manage” System z performance, as and if required. Conversely, WLM provides the opportunity to simplify System z performance management, with intelligent workload differentiation (I.E. Subsystem Enclave, Batch, JES, USS, et al).

Quite simply, IBM are providing the instrumentation and tools for the 21st Century System z Performance and Software Cost Subject Matter Expert (SME) to deliver optimal performance for minimal cost. However, it is incumbent for each and every System z user to optimize software TCO, proactively implementing new processes and leveraging from System z functions accordingly.

Returning to that earlier rhetorical question about the importance of WLM; seemingly its importance is without doubt, primarily because of its instrumentation and management abilities of increasingly cache rich System z CPU chips and its fundamental role in controlling CPU MSU resource, vis-à-vis the R4HA.

Although IBM will provide the System z user with function to optimize system performance and cost, for obvious commercial reasons IBM will not reduce the base cost of System z MLC software. However, recent MLC pricing announcements, namely Country Multiplex Pricing (CMP), Mobile Workload Pricing (MWP) and Collocated Application Pricing (zCAP) provide tangible options to reduce System z MLC TCO. Therefore the System z user might need to consider how they can access real-time WLM performance metrics, intelligently combining this instrumentation data with function to intelligently optimize CPU MSU resource, managing the R4HA accordingly.

Workload X-Ray (WLXR) from zIT Consulting simplifies WLM performance reporting, enabling users to drill down into the root cause of performance variances in a very fast and easy way. WLXR assists in root cause problem determination by zooming in, starting from a high level overview, going right down to detailed Service Class performance information, such as the Performance Index (PI), showing potential bottleneck situations during peak time. Any system overhead considerations are limited, as WLXR delivers meaningful real time information on a “need to know” basis.

A fundamental design objective for WLXR is data reduction, only delivering the important information required for timely and professional workload management. Straight to the point information instead of data overload, sometimes from a plethora of data sources (E.g. SMF, System Monitors, et al). WLXR incorporates the following easy-to-use functions:

  • Simplified Data Collection & Storage: Minimal system overhead TCP/IP based agents periodically (E.g. 5, 15, 60 Minutes) collect CPU (Type 70) and WLM (Type 72) data. Performance data is stored centrally in near real-time, building a historical repository with intelligent analytics for meaningful information presentation.
  • Intelligent GUI Based Information Presentation: Meaningful decision based reports and graphs detailing CPU (E.g. MSU, R4HA, Weight) and WLM (E.g. Service Class, Performance Index, Response Time, Transaction Workflow) resource usage. A drill-down design provides a granularity of data presentation, for Management Summary to 3rd Level Technical Diagnostics use.
  • Corporate Identity Branding: A modular template design, allowing for easy corporate identity branding, with flexibility to easily add additional reports, as and if required.

Without doubt, WLM is a significant z/OS System Resources Management function, simplifying the translation of business workload requirements (I.E. Service Level Agreement) into timely and proactive allocation of major System z hardware resources (I.E. CPU, Memory, I/O). This management of System z resources has been forever thus for 20+ years, while WLM has always offered “software cost control” functionality, working with the various and evolving CPU capping techniques. What might not be so obvious, is that there is a WLM orientated price versus performance correlation, which has become more evident in the last 5 years or so. Whether Absolute Capping, HiperDispatch, Mobile Workload Pricing, Country Multiplex Pricing or evolving Soft Capping techniques, the need for System z users to integrate z/OS MLC pricing considerations alongside WLM performance based management is evident.

Historically there was not a clear and identified need for a z/OS Performance/Capacity Manager to consider MLC costs in their System z server designs. However, there is a clear and present danger that this historic modus operandi continues and there will only be one financial winner, namely IBM, with unnecessarily high MLC charges. Each and every System z user, whether large or small, can safeguard the longevity of their IBM Mainframe platform by recognizing and deploying proactive and current System z MLC cost management processes.

All too often it seems that capping can be envisaged as punitive, degrading system performance to reduce System z MLC costs. Such a notion needs to be consigned to history, with a focussed perspective on MSU optimization, where the valuable and granular MSU resource is allocated to the workload that requires such CPU resource, with near real-time performance profiling. If we perceive MSU optimization to be R4HA based and that IBM are increasing WLM function to assist this objective, CPU capping can be a benefit that does not adversely impact performance. As previously stated, once a valid R4HA peak has occurred, that high MSU watermark is available for the remainder of the MLC billing period. Similarly at a more granular level, once a workload has peaked and its MSU usage declines, the available MSU can be redirected to other workloads. With the introduction of Country Multiplex Pricing, System z users no longer need to concern themselves about creating a higher R4HA peak, when moving workloads between System z servers.

Quite simply, from the two most important perspectives, performance and cost optimization, WLM provides the majority of functionality to assist System z users get the best performance for the lowest cost. Analytics based products like Workload X-Ray (WLXR) assist this endeavour, analysing WLM data in near real-time from a performance and MLC cost perspective. It therefore follows that if this important information is also available for sophisticated MSU optimization solutions, which consider WLM performance (E.g. zDynaCap, zPrice Manager), then proactive performance and cost management follows. It’s hard to envisage how a fully-rounded MSU optimization decision can be implemented in near real-time, from an MSU optimization solution that does not consider WLM performance metrics…

System z MLC Pricing Increases: Look After The Pennies…

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Recently IBM announced ~4% price increases in z/OS Monthly License Charges (MLC) for selected Operating System and Middleware software programs and associated features. Specifically, price increases will apply to the VWLC, AWLC, EWLC, AEWLC, PSLC, FWLC and TWLC pricing metrics. Notably, SDSF price increases will be ~20% with Advanced Function Printing (AFP) product price increases of ~13-24%. In a global economy where inflation rates for The USA and Western Europe are close to 0%, one must draw one’s own conclusions accordingly. Lets’ not forget that product version changes typically have an associated price increase. From a contractual viewpoint, IBM only have to provide 90 days advance notice for such price changes, in this instance, IBM provided 150+ days advanced notice.

Price increases are inevitable and as always, it’s better to be proactive as opposed to reactive to such changes. As always, the old proverbs always make good sense and in this instance, “look after the Pennies and the Pounds will look after themselves”! This periodic IBM price increase is inevitable, but is not the underlying issue for controlling System z software costs. For many years, since 1994 to be precise, when IBM introduced Parallel Sysplex License Charges (PSLC), the need for IBM Mainframe users to minimize MSU usage has been of high if not critical importance. Nothing has changed in this 20+ year period and even though IBM might have introduced Sub-Capacity and specialty engines to minimize chargeable MSU usage, has each and every System z user optimized their MSU usage? Ideally this would not be a rhetorical question, rather being a “Golden Rule”, where despite organic CPU capacity increases of ~10% per annum, a System z environment could maintain near static IBM MLC software costs.

I have written several blog entries and presented on this subject matter over the years, for example:

The simple bottom line is that System z MLC software accounts for ~20-35% of the overall System z TCO, typically being the #1 expenditure item. For that reason alone, it’s incumbent for each and every System z user to safeguard they have the technical and commercial skills in place to manage this cost item, not as an afterthought, but inbuilt into each and every System z process, from application design, through to that often neglected afterthought, application tuning.

Many System z organizations might try to differentiate between a nuance of System and Application tuning, but such a “not my problem” type attitude is not acceptable and will be imposing a significant financial burden on each and every organization.

A dispassionate and pragmatic approach is required for optimizing System z CPU usage. In this timeframe, let’s examine the ~20% SDSF price increase. IBM will quite rightly state that in conjunction with their z/OS 2.2 release, there are significant SDSF product function advancements, including zIIP offload, REXX interoperability and increased information delivery. However are such function improvements over and above the norm and not expected as a Business As Usual (BAU) product improvements, which should be included in the Service & Support (S&S) or Monthly License Charges (MLC) paid for software?

In October 2013 I wrote a blog entry; Mainframe ISV Software: Is Continuous Product Improvement Always Evident? The underlying message was that an ISV should deliver the best product they can, for each and every release, without necessarily increasing software costs. In this particular instance, the product was an SDSF equivalent, namely (E)JES, which many years ago delivered all of the function incorporated in SDSF for z/OS 2.2, but for a fraction of the cost…

As of 1 November 2015, IBM will start billing cycles for Country Multiplex Pricing (CMP), which requires the October 2015 version of SCRT, namely V23R10. A Multiplex is defined as a collection of all System z servers in one country, measured as one System z server for software sub-capacity reporting. Sub-Capacity program utilization peaks across the Multiplex will be measured, as opposed to separate peaks by System z servers. CMP also provides the flexibility to move and run workloads anywhere with the elimination of Sysplex aggregation pricing rules.

Migrating to CMP is focussed on CPU capacity growth and flexibility going forward. Therefore System z users should not expect price reductions for their existing workloads upon CMP deployment. Indeed there are CMP deployment considerations. A CMP MSU baseline (base) needs to be established, where this MSU Base and associated MLC Base Factor is established for each sub-capacity MLC product and each applicable feature code. These MSU and MLC bases represent the previous 3 Month averages reported by SCRT before commencing CMP. Quite simply, to gain the most from CMP, the System z user must safeguard that their R4HA for each and every MLC product is optimized, before setting the CMP baseline, otherwise CMP related cost savings going forward are likely to be null.

From a very high-level management viewpoint, we must observe that IBM are a commercial organization, and although IBM provide mechanisms for controlling cost going forward, only the System z user can optimize System z MLC cost for their organization. Arguably with CMP, Soft-Capping isn’t a consideration, it’s mandatory.

Put very simply, each and every System z user can safeguard that they look after the Pennies (Cents) and the Pounds (Euros, Dollars) will look after themselves by paying careful attention to System z MLC software costs. Setting a baseline of System z MLC costs is mandatory, whether for the first time, or to set a new baseline for CMP deployment. Maintaining or lowering this System z MLC cost baseline should or arguably must be the objective going forward, even when considering 10% organic CPU growth, each and every year. System z decision-makers and managers must commit to such an objective and safeguard the provision of adequately skilled personnel to optimize such a considerable TCO cost line item (I.E. MLC @ ~20-35% of System z TCO). In an ecosystem with technical resources including DBA, Systems Programmer, Capacity Planner, Application Personnel, Performance Tuning, et al, why wouldn’t there be a specialist Software Cost Manager?

Let’s consider how even an inexperienced System z user can maintain a baseline of System z MLC costs, even with organic CPU capacity growth of 10% per annum:

  • System z Server Upgrade: Higher specification CPU chips or Technology Transition Offering (TTO) pricing metrics deliver 10%+ cost per MSU benefits.
  • System z Specialty Engines: Over time, more and more application workload can be offloaded to zIIP processors, with no sub-capacity MLC software charges.
  • System z Software Version Upgrades: Major subsystems such as CICS, DB2, IMS, MQSeries and WebSphere deliver opportunity to lower cost per MSU; safeguard such function exploitation.
  • Application Tuning: Whether SQL, COBOL, Java, et al, or the overall I/O subsystem, safeguard that latest programming techniques and I/O subsystem functions are exploited.
  • New Application Deployment: As and when possible, deploy new or convert existing workloads to benefit from the optimal MLC pricing metric; previously zNALC, nowadays zCAP.
  • Technical & Commercial Skills Currency: Safeguard personnel have the latest System z software pricing knowledge, ideally from an independent 3rd party such as Watson & Walker.

In conclusion, as householders we have the opportunity to optimize our cost expenditure, choosing and switching between various major cost items such as financial, utility and vehicle products. As System z users, we don’t have that option, only IBM provide System z servers and associated base architecture, namely the most expensive MLC software products, z/OS, CICS, DB2, IMS and WebSphere/MQ. However, just as we manage our domestic budgets, reducing power usage, optimizing vehicle TCO and getting more bang from our buck for financial products various, we can and must deliver this same due diligence for our System z MLC TCO. With industry averages of ~$500-$1000 per MSU for z/OS MLC software and associated annual expenditure measured in many millions, why wouldn’t any System z user look to deliver 10%+ cost per MSU optimization, year-on-year for their organization?

Clearly the cost of doing nothing in this instance, is significant, measured in magnitudes of millions, each and every year. Hence for System z MLC TCO optimization, looking after the Pennies is more than worthwhile, while the associated benefit of the Pounds, Euros or Dollars looking after themselves is arguably priceless.

System z: Optimizing DASD I/O Subsystem Performance

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Historically there was a very simple synergy between the IBM S/370 Mainframe and its supporting disk I/O (DASD) subsystem, allowing for Mainframe host to physical and logical disk device (I.E. 3390) connectivity. The analysis and tuning of this I/O subsystem has always been and continues to be supported by the SMF Type 7n records via IBM RMF and the BMC CMF alternative. However, over the years, major advances in DASD subsystems and the System z Mainframe server have delivered many layers of technology resources (E.g. Cache, Memory, FICON Channels, RAID Storage, Proprietary Microcode, et al) and this has introduced complexities into highlighting DASD I/O subsystem performance problems.

The focus of technology based metrics (E.g. I/O Rate Response Time, I/O MB/S Bandwidth, et al) have also been complemented with more meaningful business focussed Service Level Agreements (SLA). Therefore today’s System z I/O Performance Analyst must gather and act upon proactive meaningful information from the ever-increasing amounts of performance data available. Put another way, too much data can deliver not enough information! As previously stated, it was forever thus, RMF and CMF have always collected the requisite performance data available and arguably no other data source is required (E.g. OMEGAMON/TMON/SYSVIEW Performance Monitor, SAS/MXG/MICS/WPS Performance Database). RMF/CMF is the ideal data source for thorough and timely System z I/O performance management, where intelligent analytics and expert knowledge are required to present this “Golden Record”.

However, today’s System z Support Teams need simple and timely presentation of the data, highlighting potential challenges, graphically presented for their Management, allowing for simple tracking of SLA agreements and technology changes (I.E. Software/Hardware Upgrades).

Additionally, Workload Manager (WLM) can control non-paging queued DASD I/O requests, based upon device busy conditional processing. Therefore the z/OS system can manage I/O priorities in a Sysplex, based on WLM service class goals. WLM dynamically adjusts the I/O priority based on service class goal performance and whether a DASD device can influence the overall performance objectives. For obvious reasons, this WLM function does not micro-manage I/O priorities, only changing a service class period’s I/O priority infrequently. WLM is deployed by many System z users to assist in the automated management of system resources (E.g. CPU, Memory, I/O, et al), based upon Service Level goals.

From a DASD subsystem technology viewpoint, there is no longer an obvious one-one direct connection between the Mainframe host and DASD device. An increasing number of technological advances, both microcode and hardware (E.g. Memory, Fibre Channel, Function Assist Processing, et al) have diminished the requirement for data access directly from the physical device. Put another way, in today’s world of System z servers with multiple cache level CPU chips (I.E. Relative Nest Intensity), massive and multiple processor memory resources (I.E. z13 @ 10 TB Memory), high bandwidth Fibre Channel (I.E. FICON, zHPF) subsystem and a hierarchy of DASD memory (I.E. SSD/Flash, Cache), it’s not uncommon to consider an I/O that requires physical device access as a problem! Finally and most importantly, from a DASD subsystem viewpoint, each of the recognized System z DASD providers, EMC (Symmetrix VMAX), HDS (VSP G1000) and IBM (DS8870) have highly proprietary DASD subsystems that provide z/OS plug compatibility, but deliver overall I/O performance using their own unique architecture and internal algorithms.

Of course, an over configured hardware environment will deliver a poor TCO, while an under configured environment will manifest in SLA issues and bad user experiences, where the middle-ground always delivers the optimal environment. Resource optimization always demands proactive day-to-day management, from an internal and indeed external communication viewpoint. With the highly proprietary design features of the IHV DASD subsystems, whether EMC, HDS or IBM, having the right information and identifying the precise problem, simplifies the communication process with the IHV. Such communication might highlight a resource under provision (E.g. Memory Capacity), a subsystem setting tweak requirement, either host or subsystem based, or indeed a hardware failure. In today’s world, these issues need to be fixed in minutes or hours, not days or weeks.

Therefore, where does today’s System z I/O Performance Analyst start to collect the required information to safeguard that their DASD subsystem is optimized, both from a capacity and performance viewpoint?

A simplistic viewpoint of an I/O health-check should consider the following:

  • Service Level Agreements (SLA): Are overall objectives being delivered or missed?
  • User Experience: Are users (customers) complaining of poor service or response times?
  • I/O Metric Performance: Are there obvious signs of abnormal performance statistics?

Several decades ago, an overall I/O health check might have been a periodic (E.g. Weekly or longer) activity, whereas today it’s undoubtedly a Business As Usual (BAU) and 24*7 activity. Therefore a fully automated solution is required, built upon the tried and tested System z performance fundamentals, namely RMF or CMF. The ideal solution will perform analytics based data reduction, presenting the right information, at the right time, allowing for intelligent business based communication, both internally, to customers and end users from an SLA viewpoint, and externally, with IHV DASD suppliers, safeguarding optimal performance and TCO.

EADM (Easy Analyze DASD Mainframe) is a solution from Technical Storage that performs automated performance analysis of the z/OS I/O subsystem, delivering predictive analytics for better storage capacity planning and performance measurement. The Technical Storage EADM architects have in excess of 40 years IBM Mainframe experience, specializing in the I/O subsystem, and so it’s no surprise that EADM delivers expert and timely knowledge via an easy-to-use solution.

EADM is an easy-to-install and easy-to-use plug-and-play solution that has no proprietary considerations, requiring no additional System z resource (E.g. CPU, Memory, DASD, et al) requirements. Installed on Microsoft server platforms, EADM is easily virtualized via VMware, Hyper-V, et al, requiring no target database for performance data storage. EADM performs a daily health check of the entire System z disk subsystem. EADM works around the clock, delivering customized and automatic user friendly GUI type reports. For today’s System z technician, the open and IP architecture base of EADM allows for secure remote access via Mobile, Tablet or Laptop devices, as and when required.

Operations and performance teams are alerted as soon as performance variances occur, typically in minutes, assisting in the identification of underlying root problems, causing changes in system behaviour. Incorporating intelligent and meaningful I/O performance indicators, with drill-down and zoom-in ability, storage technicians can determine if the problem is temporary, permanent, local or global. By simplifying the data reduction process (E.g. RMF/CMF data from numerous LPAR/Sysplex environments), EADM safeguards that the internal technical team can efficiently manage their ever increasingly complex and large DASD environment, for intelligent and timely communications with internal business teams and external suppliers alike.

EADM simplifies the System z I/O subsystem capacity and performance management process, delivering expert reports and timely historical analysis, for example:

  • Automatic daily (24 Hour) analysis of Sysplex wide workload (On-Line TP & Batch) I/O response times
  • Systematic intelligent alerts of early performance variances with exact occurrence time indicators
  • Identification of I/O performance hot-spots with DASD volume and data set level granularity
  • Performance trending at DFSMS Storage Group, Subsystem LCU and DASD volume level
  • DR (E.g. PPRC) simulations to prevent data loss and forecast Data Centre failover scenarios
  • I/O subsystem WLM indicators to determine exactly what impacts performance objectives
  • Full FICON channels and zHPF analysis, incorporating typical I/O throughput indicators
  • HyperPAV and associated LCU indicators to easily balance volumes, optimizing PAV alias allocation
  • Performance monitoring and balancing via intelligent LCU, SSID and I/O analytics
  • DASD capacity usage via DCOLLECT data, comparing assigned vs. allocated vs. actual disk utilization
  • EADM supports entry-level several LPAR and complex multiple CPC/LPAR System z configurations

A well provisioned and performing System z I/O subsystem is of vital importance for safeguarding today’s ever increasing storage requirements of mission critical business applications. A poorly performing I/O subsystem will generate unnecessary and extra CPU overhead, with potential and tangible TCO impact, in conjunction with potential business impact. Although the advances of the System z server and underlying DASD I/O subsystem can compensate for many application code or data placement issues, the fundamental concepts of analysing and tuning the I/O subsystem remain.

Therefore the savvy and proactive System z customer will safeguard that they find a solution to deliver optimal DASD I/O performance. Without doubt, such an analysis could be performed by a highly-skilled individual, but today’s 21st Century world demands a hybrid of technical and commercial skills. Therefore a solution that incorporates the diagnostic knowledge of the most highly trained technician, performs intelligent analytics on a plethora of Sysplex wide performance data sources and presents the information required, is one that will deliver benefit each and every day. EADM is an example of such a solution, delivering demonstrable System z TCO optimization benefits, while safeguarding a short-term ROI, with simple deployment and resource utilization attributes.

How Can We Energize Our Emerging zCommunity?

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No doubt we have all experienced that most things in life and business are cyclical, hence the terms déjà vu, those who cannot remember the past are condemned to repeat it, et al…

For System z, with the glass half-full, there are encouraging signs of pragmatic and collaborative executive leadership from the supplier ecosystem; for example, BMC, Compuware and IBM collaborating on a Standard Software Product Install Methodology For All Vendors. With the glass half-empty, even though there are proven statistics to demonstrate the penetration of System z in global large organizations, there are still some misplaced legacy perceptions associated with System z, from significant executive leaders.

Just as the IBM Mainframe automated business processes more than several decades ago, introducing IT into the business workplace forever more, we’re currently undergoing another IT revolution. Quite simply, an exponential growth in data, typically associated with Cloud, Analytic, Mobile & Social technologies. With this in mind, we should always be mindful that an IT solution should solve a business challenge and/or provide value for a business requirement. Therefore, the business themselves are best placed to articulate the framework and ultimate size and shape of solutions delivered by the vendor community.

The IBM Mainframe environment has always benefitted from User Groups that conceptually represent the customer, articulating requirements to IBM for future IBM Mainframe enhancement. For the avoidance of doubt, SHARE in The USA, celebrating its 60th anniversary in 2015, with SHARE Europe, the forerunner to GSE, being founded in 1959. These groups are the ideal forums for collecting and articulating user requirements to IBM, for IBM Mainframe and current System z evolution. Without doubt, there has been a resurgence in support for SHARE USA and GSE events in the last decade or so, but from a dispassionate viewpoint, how many IBM Mainframe customers are members of these User Groups?

As previously referenced, the executive leadership of major System z Mainframe vendors are demonstrating a willingness to collaborate. Perhaps now is an ideal time for the System z Mainframe customer to articulate their requirements to the major System z Mainframe vendors?

My admiration for those volunteers that contribute their time, knowledge and passion to User Groups such as SHARE and GSE is without doubt. I’m also positive that these User Groups would welcome the opportunity to represent a larger number of System z end users, which would no doubt generate more end user presentations at conferences, supplemented by generic and business orientated user requirements for System z ecosystem vendors to consider. This can only happen if the end users of the IBM System z Mainframe platform embrace this opportunity to shape the future of the System z Mainframe, as it rapidly evolves, both in technological advancement and an emerging willingness for collaboration from vendors.

Having worked with IBM Mainframes for over 30 years, I’m no longer surprised about the quality and professionalism of personnel I encounter at user sites. A granularity of knowledge can sometimes be applied, with all-rounders demonstrating savvy technical and commercial knowledge at small capacity installations and Subject Matter Experts (SME), typically in larger capacity installations, demonstrating level 3 diagnostic capability. In an ideal world, the executive leadership at these System z Mainframe user sites should also participate in a forum of like-minded peers, allowing them to embrace and value the System z platform. There are certainly such Senior Management streams at SHARE and GSE events, but once again, if the System z end user isn’t a User Group member and/or doesn’t attend these events…

In our real life domestic environments, we can lobby our local government official (Member Of Congress/Parliament, MC/MP, et al), allowing for generic or specific representation for all people alike. In theory, in an evolving IT world, there is no reason why a System z Mainframe user can’t lobby a vendor for a user requirement. As always, no one of us, is as good as all of us! Therefore just as System z Mainframe vendors are collaborating, as and when practicable, now is the time for the System z Mainframe end users to collaborate, no matter how large or small, for the benefit of all. Given that the forums for collaboration already exist, for example SHARE USA and GSE, System z end users can easily leverage from these User Groups, to generate a coherent and notable voice.

Wouldn’t it be fantastic if 80%+ of System z Mainframe end users were User Group (E.g. SHARE, GSE) members and several of their technicians and one senior manager attended their local annual conference? The cost, minimal, the value, arguably priceless!

From my own viewpoint, I have recent real-life experience of engaging a major System z vendor, with a commercial user requirement collected from tens of smaller capacity Mainframe users, where said submission is being considered. This is perhaps a brave new world…

DevOps: What Does It Mean For System z?

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A recent buzzword in the IT industry is DevOps, being a term for eradicating any gap between the IT disciplines and/or processes of Development and Operations. In simplistic terms, Development is the full application code lifecycle, while Operations is the management and ultimate delivery of IT business services, typically Production orientated. However, what does this mean for the System z environment?

From a big picture viewpoint, the typical mission critical business application comprises many layers, including System z and other Distributed Systems platforms. Even though there are many solutions and “dashboard” type approaches for Operations to manage the IT service, there will always be differences when managing IT platforms, whether System z, Wintel, UNIX, Linux, et al.

Additionally, there may be some interpretation as to what DevOps is and should be from an ISV viewpoint. If you’re an ISV with a rich history in performance management, your viewpoint of DevOps will be identifying and resolving performance problems, because you believe a performance problem will manifest itself in a Production Operations environment, but is ideally fixed in the Applications environment. Conversely, if you’re an ISV with a software portfolio incorporating many Application Development solutions, your viewpoint will be streamlining the Applications Development lifecycle for all platforms, expediting the delivery of Production changes, simplifying the burden on associated Operations Change and Problem Management processes.

Clearly the System z environment has matured over many years and application code portfolios have been managed by SCM tools such as CA Endevor SCM, Serena ChangeMan, ISPW, et al. Even the acronym SCM has various interpretations, whether Source Code Management, Software Configuration Management or some other term.

Recently agile workstation solutions that simplify the application development process have evolved, for example IBM RDz (Rational Developer for z Systems), Compuware Workbench, typically incorporating Eclipse function, allowing for a common framework of multiplatform application code development.

By definition, System z means zero downtime and as such, due diligence, continuity and no/minimal impact regression have been built into each and every change process for many years. Therefore from a Systems Programming viewpoint, any heterogeneous DevOps technical frameworks that might emerge will have little relevance to existing System z processes. However these System z oriented change processes could and no doubt should be recognized by the DevOps framework, extending the System z approach to all platforms.

Whatever your viewpoint and whatever System z tooling your organization deploys for end-to-end Application Lifecycle Management, including Development and Operations, you should not lose sight that an objective of DevOps is to bring together the various IT departments that are impacted by Production Service changes. Therefore if only from a simple communication and collaboration viewpoint, even the most mature and maybe bigoted System z professional should embrace DevOps.

In conclusion, DevOps is an evolving framework that will facilitate quality controlled continuous application delivery for multiple platform business solutions, typically including the Systems z platform. By definition, DevOps encompasses many IT processes, Development and Operations as a minimum, where each and every organization probably has their own interpretation of where interdependent Systems Management functions interact; for example, Performance Management, Change Management, Problem Management and even Capacity Planning. The savvy organization will embrace DevOps as a framework, review their existing software function tooling and in all likelihood, deploy a best-of-breed approach when facilitating continuous application delivery for heterogeneous platforms. It is unlikely that one ISV will provide a fully inclusive best-of-breed software portfolio for DevOps, hence the universal, open and platform independent approach of Eclipse.

IBM System z PartnerWorld Solution Development Evolution

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Currently there are in excess of 2,300 companies delivering solutions for IBM System z listed in the IBM Global Solutions Directory. Considering the number of global System z customers, currently estimated as ~4,000, this is quite a good ratio! It’s also evidence of the significant ability of this System z ecosystem to deliver innovation and support to said customer base. Maybe we should consider how these System z solution delivery businesses develop and maintain their software, hardware and service offerings…

Obviously to develop, support and enhance an IBM Mainframe software or hardware product, access to an IBM Mainframe is a mandatory requirement. In the 1980’s, procuring an IBM Mainframe was an expensive undertaking, hence the number of IBM Mainframe IHV (Hardware) or ISV (Software) partners was limited. Therefore we should not overlook the evolution that has taken place in the last 25 years or so, delivering the significant, diverse, innovative and global System z ecosystem in place today.

In the early 1990’s the IBM Advanced Workstations Systems Division (AWS) worked on delivering complete compatibility with existing IBM Mainframe operating systems and software, delivering this function in the S/390 Processor Card. Later iterations of this S/390 Processor Card offered plug compatibility with RISC and PC server architectures, packaged as R/390 and P/390 servers respectively. In essence these R/390 and P/390 server solutions delivered “A Mainframe In A Box”. Put another way, the entire IBM Mainframe infrastructure including CPU, Memory, I/O Subsystem, Consoles, Disk, Tape, Networking Interfaces, et al, were all contained within the one PC or RISC based server footprint. Some of the software modules we might be familiar with for delivering this functionality are AWSDISK, AWSPRINT and AWSTAPE, where the respective function is denoted by the module name.

Therefore with the R/390 and P/390, subsequently followed by the S/390 Integrated Server and then MP3000, low cost access to IBM Mainframe servers was possible. However, let’s not forget that in conjunction with hardware compatibility, low cost access to existing IBM Mainframe operating systems and software was also required. This software access was delivered by the Application Developers Controlled Distributions (ADCD), incorporating a package of the majority of IBM Operating System and supporting subsystem program products. Therefore, once a business proved its intentions in developing a software or hardware solution for the IBM Mainframe, they gained very low cost access to said IBM Mainframe software. Without doubt, the innovation of the S/390 Processor Card and Application Developers Controlled Distributions (ADCD) resources, allows the System z community to benefit from the related ecosystem in place today.

This IBM Mainframe emulation capability provided the opportunity for other 3rd party supplier to deliver x86 servers that supported the IBM PartnerWorld for Developers (PWD) ADCD initiative. For example, FLEX-ES from Fundamental Software.

Currently, IBM deliver the System z Personal Development Tool (zPDT) for ADCD access, while many ISV’s and IHV’s now actually deploy an official IBM System z server, for example, zBC12, as the cost of Mainframe servers has reduced substantially in the last decade or so. Optionally, recognizing the virtualization capabilities of System z and higher speed network access, System z development can now be achieved remotely. The System z Remote Development Program (zRDP) for z/OS, z/VM and z/VSE provides qualified partners with remote access to supported generally available and supported operating systems and software products. Additionally, IBM has built a number of Innovation centres globally (I.E. Africa & Middle East, Asia Pacific, Europe, Latin America, North America), facilitating the possibility for System z innovation with local resources.

An example of the diversity and innovation of the System z ecosystem is the SVA zHosting concept, allowing an IBM PartnerWorld for Developers (PWD) member and/or Independent Software Vendor (ISV) the ability to port existing or install new development environments into a local fully certified IBM System z Mainframe data centre, in this case, located in Germany.

In conclusion, as other IT technologies have evolved, IBM have provided a cost-efficient environment, encouraging and maintaining the IBM System z Mainframe ecosystem. Firstly in the 1990’s with full emulation for RISC and PC based servers and more latterly in the 21st Century with remote access. This low cost access to full System z capability, safeguards that the System z ecosystem remains significant, current, diverse, while the realm of possibility for innovation exists.

Java: Is System z A Viable Server Platform?

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As long ago as 1997, IBM integrated Java into their IBM Mainframe platform, in those days via the then flagship OS/390 Operating System. As with any new technology, perhaps the initial OS/390 Java integration offerings were not perfect, but some ~20 years later, a lot has changed…

In 2000, IBM Java SDK 1.3.1 delivered z/OS and Linux on z support, quickly followed by 64-bit z/OS support in 2003 via SDK 1.4. In 2004 Java Virtual Machine (JVM) and JIT (Just-In-Time) compiler technology support was provided, while Java code has always exploited IBM specialty engines, primarily zAAP initially and now via zIIP and the zAAP on zIIP capability. Put simply, IBM continues to invest aggressively in Java for System z, demonstrating a history of innovation and performance improvements, up to and including the latest z13 server.

So why should a 21st century business consider the System z platform for Java workloads?

Arguably the primary reason is a rapidly emerging requirement for the true 24*7*365 workload, which cannot accommodate a batch window, where Java is ideally placed to serve both batch and OLTP workloads. Put another way, the need to process batch work has not gone away, whereas a requirement to process batch work concurrently with OLTP services has emerged. Of course, traditionally the typical System z enterprise might have two sets of IT staff for OLTP and batch workloads, typically in the IT Support and Application Management teams, whereas via Java and a workload centric approach, separate batch and OLTP support personnel are not necessarily required.

For the System z platform, Java support has always been incorporated into the core architectural building blocks, namely z/OS, CICS, DB2, IMS, WebSphere, Batch Runtime, et al. Therefore there are no functional reasons why new applications or indeed existing applications cannot be engineered using the pervasive Java programming language and deployed on the System z platform.

Quite simply, Java is a critically important language for IBM System z. Java has become foundational for data serving and transaction serving, the traditional strengths of IBM System z. WebSphere applications written in Java and processing via System z, benefit from a key advantage through co-location. This delivers better response times, greater throughput and reduced system complexity when driving CICS, DB2 and IMS transactions.

Java is also critical for enabling next generation workloads in the IBM defined Cloud, Analytics, Mobile & Security (CAMS) framework. Cloud and mobile applications can access z/OS data and transactions via z/OS Connect and other WebSphere solutions, all inherently Java based. Java on System z also provides a full set of cryptographic functions to implement secure solutions. A key strength of Java applications is the ability to immediately benefit from the latest hardware performance improvements using the Just In-Time (JIT) compiler incorporated in the latest IBM Java SDK releases.

Let’s not forget, there are many other good reasons why Java might be considered as a viable application programming language:

  • Personnel Skills Availability: Java is typically ranked in the top 3 of most widely used programming languages; therefore personnel availability is abundant and cost efficient.
  • Application Code Portability: Recognizing Java bytecode and associated JVM functionality, no matter what the platform (E.g. Wintel, X86 Linux, UNIX, z/OS, Linux on System z, et al), the Java application code should process without consideration.
  • Application Tooling Support: Application Development tools have evolved to the point of true platform independence, where Application Programmers just create their code, they don’t necessarily know or sometimes care, where that code will execute. Let’s not forget the simplification of Java code for OLTP and batch workloads, reducing associated IT lifecycle support costs.
  • TCO Efficiencies: Simplified Application Development and deployment reduces associated cost, while reducing implementation time for mission-critical workloads. Java exploitation of the zAAP (zAAP on zIIP) safeguards low software costs and optimized processing times (I.E. Sub-Capacity specialty engines run at full speed).

With the announcement of the zEC12 server, notable Java enhancements included:

  • Hardware Transaction Memory (HTM) – Better concurrency for multi-threaded applications
  • Run-Time Instrumentation (RI) – Innovation of a new hardware facility designed for managed runtimes
  • 2 GB Page Frames – Improved performance targeting 64-bit heaps
  • Pageable 1 MB Large Pages (Flash Express) – Better versatility of managing memory
  • New Software Hints/Directives – Data usage intent improves cache management; Branch pre-load improves branch prediction
  • New Trap Instructions – Reduce implicit bounds/null checks overhead

In summary, System z users can expect up to 60% throughput performance improvement amongst Java workloads measured with zEC12 and the IBM Java 7 SR3 SDK.

IBM z13 and the IBM Java 8 SDK deliver improved Java performance, including Single Instruction Multiple Data (SIMD) vector engine, Simultaneous Multi-Threading (SMT) and improved CP Assist for Cryptographic Function (CPACF). Delivering up to 2X improvement in throughput-per-core for security-enabled applications and up to 50% improvement for other generic applications.

Other z13 Java functional and performance improvements include:

  • Secure Application Serving – Application serving with Secure Socket Layers (SSL) will exploit the new Java 8 Clear Key CPACF and SIMD vector instructions for string manipulation. An additional 75% performance improvement for Java 8 on z13 with SMT versus Java 8 on zEC12.
  • Business Rules Processing – Business rules processing with Java 8 takes advantage of the SIMD vector instructions and SMT for zIIP specialty engines on z13 to achieve significant improvements in throughput-per-core. An additional 37% performance improvement from z13 SMT zIIPs with Java 8 versus Java 8 on zEC12.
  • Specific z/OS Java 8 Exploitation of z13 SIMD – Java 8 exploits the new z13 SIMD vector hardware instructions for Java libraries and functions. These SIMD vector hardware instructions on z13 for improved performance, where specific idioms/operations were improved by between 2X and 60X. Performance benefits for real life Java applications will be dependent on how frequently these idiom/operations are used.

In conclusion, the IBM commitment to Java on System z is clearly evident and the cost, performance and security proposition becomes compelling on the latest zEC12 and z13 Mainframe servers. The pervasive deployment of Java as a universal IT programming language dictates that programmer availability will never be an issue, and platform independence dictates that Java applications can be created and processed on any platform. Let’s not forget, the strong single thread performance and I/O scalability of System z as a significant differentiator when comparing Java performance on any IT platform.

Moreover, as always, perhaps the business dictates what platform is the most suitable for business applications. The evolution to a combined OLTP and batch workload for the 21st Century 24*7*365 mission critical business application, ideally places Java as an eminently viable programming language. Therefore there is no requirement to reengineer any existing System z application, or to find an alternative platform for new business functions. As always, the System z Mainframe platform should never be overlooked…

CICS: The Best Enterprise Transaction Server & So Much More…

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In one form or another, CICS has been available since the mid-1960’s, just about as long as the IBM Mainframe server that recently celebrated its 50th anniversary, released in 1964.  From a deployment viewpoint, 90%+ of Fortune 500 companies deploy CICS, primarily for its robust and often unbeatable ability to deliver sub-second response times for numerous application transactions.  Whether a large or small IBM Mainframe user, CICS delivers an enterprise class solution for a myriad of business types and arguably at one time or another, nearly every committed IBM Mainframe installation has implemented CICS.

In the past few decades I have encountered many failed IBM Mainframe migration projects and more often than not, the primary reason for platform migration failure was the inability of the target platform to deliver consistent sub-second transaction response times for a plethora of mission critical business applications.  Similarly, it often follows that if a non-Mainframe environment has been heavily configured to handle the CICS transaction workload, it often fails with the subsequent batch processing, suffering from significantly elongated elapsed times.

CICS has its foundations as an enterprise class transaction server, capturing data input for subsequent storage and retrieval in Database Management Subsystems, but let’s not forget, CICS can do so much more…

Let’s not forget, in 2001 CICS Transaction Server (TS) 2.1 for z/OS introduced the foundation for web services support, and a capability for CICS transactions to be invoked via HTTP requests.  There have been numerous enhancements since, too many to mention, which have evolved CICS into a fully-rounded family of solutions, allowing for cradle to grave application design and delivery.  However, let’s just take some time to review what CICS TS Version 5 has delivered, and how this might benefit the 21st Century business.

Recognizing the IBM defined Cloud, Analytics, Mobile, Social & Security (CAMSS) initiative, CICS is integral to such a business facing initiative, primarily from a Cloud interoperability viewpoint.

The CICS V5.2 Application Server has a capability to host multiple applications and multiple versions of the same application, simultaneously, primarily due to the substantial increase of platform scalability.  Similarly, a heterogeneous code environment offers application development personnel a single environment to work seamlessly with Java and other legacy languages, such as COBOL, C/C++, PL/I, et al.

Combining this heterogeneous code environment with Cloud enablement allows for new application version deployment, without a requirement to disable or remove the previous version from Production processing.  Regardless of the underlying application source code base, end users can access an application without service interruption, as they transition to the new application version.  Similarly, user workloads can be seamlessly redirected to a previous working version of application code, presuming new version errors.

The CICS V5.2 application server delivers a powerful hosting environment for all business applications, new or old.  Application Development teams can provision applications for design and testing within a “real life working” infrastructure, removing the application when testing is complete, or promoting said application ASAP, for mission critical business usage.  This delivers a significant business improvement in application availability, minimizing service downtime.  Therefore, applications stay as current and relevant as possible, reducing the risk of business service outages, delivering better and consistent end user experiences.

As per the IBM zSeries Mainframe heritage, a standard resilience feature of the CICS V5.2 Application Server is an inherent capability to perform, even in the event of a problem scenario.  Cloud enablement delivers a clustering capability, which handles both system and application level failure scenarios.  Seamless and timely problem resolution dictates less down time, delivering more business availability, instilling a high sense of confidence in end users and consumers alike.

Noting the Security aspect of the IBM CAMSS initiative and the ever present cybersecurity risk to us all, CICS Application Server also delivers on this front.  Safeguarding that application enhancements can be brought online ASAP and securely, CICS V5.2 Application Server seamlessly integrates with various security software and languages, including the latest WebSphere Application Server (WAS) Liberty Profile, allowing for the portability of Java Enterprise Edition Web applications.  Enhanced security capabilities also include Java Naming and Directory Interface (JNDI), Bean Validation, JDBC Type 2 Data Sources and the Java Transaction API (JTAPI).  SSL support incorporated within the Liberty JVM server HTTP listener is extended to support key certificates stored in System Authorization Facility (SAF) key rings, delivering SSL server authentication.

Like it or not, Cloud computing is a rapidly evolving technology, where the Cloud is integrating increasingly more applications and associated services, delivering cost savings and scalability accordingly.  Of course, for true enterprise class scalability and cost efficiency, arguably the IBM zSeries Mainframe is an ideal platform for Cloud technologies.  Therefore with some slightly modified thinking, organizations can deploy Cloud based solutions and benefit from application promotion benefits, especially with a technology such as CICS.

There is a great presentation named Five Compelling Reasons for Creating a CICS Cloud that provides robust working examples of how to increase application availability, with real-life application development scenarios.

In conclusion, CICS continues to evolve and not only is it the best Enterprise Class Transaction Server, the family of CICS products including its Application Server deliver a 21st Century Cloud computing compatible platform, for the most demanding of business requirements.  Whether considering the IBM defined Cloud, Analytics, Mobile, Social & Security (CAMSS) initiative or the more traditional Reliability, Availability and Serviceability (RAS) attributes of the zSeries Mainframe server, the latest version of CICS facilitates:

  • Rapid Application Development: Agile methodologies for rapid development, irrespective of programming language (E.g. Java, COBOL, C/C++, PL/I, et al).
  • Seamless & Timely Application Deployment: More frequent application updates, minimizing downtime and associated cost, while leveraging from Cloud functionality, to deploy new applications, application enhancements or bug fixes, side-by-side with existing real-life Production workloads.

z13 WLC Software Pricing Updates: Are You Ready?

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Along with the z13 hardware announcement were several very obvious WLC pricing announcements, but more importantly, two hidden Statements Of Direction (SOD) or pre-announcements.

I guess we can all remember the “zSeries Technology Dividend” where put simply, when upgrading zSeries servers, users would benefit from a ~10%+ software price versus performance benefit.  Does anybody still remember the IBM Mainframe Charter from 2003?  That was the document that first referenced this price/performance benefit, which became known as the “technology dividend”.  Specifically, this document stated:

IBM lowered MSU values incorporated in the z990 microcode by approximately 10 percent, resulting in IBM software savings for IBM zSeries software products with MSU-based pricing.  These reduced MSUs do not indicate a change in machine performance. Superior performance and technology within the z990 has allowed IBM to provide improved software prices for key IBM zSeries operating system and middleware software products.

Put really simply, for z990, z9 and z10 server upgrades, IBM delivered this ~10% benefit with faster CPU chips.  Therefore, no noticeable impact on Software Pricing, Capacity Planning or Performance Measurement processes.  However, with the z196/z114, this ~10% benefit could no longer be delivered by CPU chip hardware speed enhancements.  To compensate, IBM introduced the Advanced Workload License Charges (AWLC) pricing regime.  AWLC is an evolution of the Variable (VWLC) pricing regime, lowering per MSU costs for WLC eligible products (E.g. z/OS, CICS, DB2, IMS, WebSphere/MQ, et al).  Hence delivering the ~10% price/performance benefit when upgrading from a z10 to a z196 or z114 (AEWLC) server.

Of course, when upgrading to the zEC12 or zBC12, further refinement of AWLC pricing was required, to deliver this the ~10% price/performance benefit.  Hence, IBM introduced the AWLC Technology Transition Offerings (TTO), lowering AWLC prices for zXC12 and now z13 zSeries servers.

For z13, IBM announced the following z13 AWLC Technology Transition Offerings:

  • Technology Update Pricing for the IBM z13 (TU3): When stand-alone z13 servers are priced with AWLC, or when all the servers in an aggregated Sysplex or Complex are z13 servers priced with AWLC, these servers receive a reduction to AWLC pricing which is called.  Quantity of z13 Full Capacity MSUs for a stand-alone server, or the sum of Full Capacity MSUs in an actively coupled Parallel Sysplex or Loosely Coupled Complex made up entirely of z13 servers.  AWLC discounts range from 4% (4-45 MSU) to 14% (5477+ MSU).
  • AWLC Sysplex Transition Charges (TC2): When two or more machines exist in an aggregated Sysplex or Complex & at z13, zEC12, or zBC12 server & at least one is a z196 or z114 server, with no older technology machines included, they will receive a reduction to AWLC pricing across the aggregated Sysplex or Complex. This reduction provides a portion of the benefit related to the Technology Update Pricing for AWLC (TU1) based upon the proportion of zEC12 or zBC12 server capacity in the Sysplex or Complex.  AWLC discounts range from 0.5% (0-20% z13/zXC12 MSU) to 4.5% (81%-<100% z13/zXC12 MSU).
  • AWLC Sysplex Transition Charges (TC3): When two or more machines exist in an aggregated Sysplex or Complex & at least one is a z13 server & at least one is a zEC12 or zBC12 server, with no older technology machines included, they will receive a reduction to AWLC pricing across the aggregated Sysplex or Complex. This reduction provides a portion of the benefit related to the IBM z13 TU3 offering, based on the total Full Capacity MSU of all z13, zEC12, & zBC12 Machines in the Sysplex or Complex.  AWLC discounts range from 2.8% (4-45 MSU) to 9.8% (5477+ MSU).

These AWLC software pricing announcements are Business As Usual (BAU) and to be expected, but if we dig slightly deeper into the z13 announcements, we will find two other pre-announcements of interest!

Since introducing sub-capacity and WLC pricing regimes, IBM have continually evolved zSeries software sub-capacity pricing mechanisms, with zNALC, AWLC, IWP and more recently MWP offerings.  From a generic viewpoint, with the exception of zNALC, a niche new workload price offering, these pricing announcements did not challenge the “status quo”, where aggregated MSU and large LPAR structures were the ideal.  So why might the upcoming z13 (E.g. Q2 2015) pricing announcements be of note?  Primarily because they challenge the notion of having separate structural entities (I.E. Sysplex Coupled zSeries Servers & LPARS) for existing and new workloads.

Country Multiplex Pricing (CMP): A major evolution, essentially eliminating prior Sysplex pricing rules, requiring that systems be interconnected and/or sharing the same data in order to be eligible for aggregation of MLC software pricing charges.  A Multiplex is defined as the collection of all z Systems within a country.  Therefore, sub-capacity usage will be measured & reported as a single machine, regardless of the connectivity or data sharing configurations.  A new sub-capacity reporting tool is being implemented & clients should expect a transition period as the new pricing model is implemented.  This should allow flexibility to move & run work anywhere, eradicating multiple workload peaks when workloads move between machines.  Ultimately the cost of growth is reduced with one price per product based on MLC capacity growth anywhere in the country.CMP should facilitate for flexible deployment and movement of business workloads between all zSeries Servers located within a country, without impacting MLC billing.  For the avoidance of doubt, this will assist the customer in safeguarding they don’t encounter duplicate MLC peaks as a result of moving an LPAR workload from one zSeries Server to another.  It also removes all Sysplex aggregation considerations, Single Version Charging (SVC) time limits and Cross Systems Waivers (CSW).  Most notably, the cost per MSU for additional capacity will be optimized, being based upon total Multiplex MSU capacity.

IBM Collocated Application Pricing (ICAP): Previously, new applications (zNALC) required a separate LPAR to avoid increases in other MLC software charges.  ICAP facilitates new eligible applications be charged as if they are running in a dedicated environment.  Technically they are integrated with other (non-eligible) workloads.  Software supporting the new application will not impact the charges for other MLC software collocated in the same LPAR.  ICAP appears as an evolution of the Mobile Workload Pricing (MWP) for z/OS pricing mechanism.  ICAP will use an enhanced MWRT, implemented as a z/OS application.  ICAP applies to z13, zXC12, z196/z114 servers.  IBM anticipates that ICAP will deliver zNALC type price benefit, discounting ~50% of ICAP eligible software MSU.

Seemingly IBM have learned from the lessons of IWP, where at first glance, software discounts were attractive, but not at the cost of a separate LPAR.  From a reporting viewpoint, there are similarities to Mobile Workload Pricing for z/OS (MWP), but most notably, pricing is largely zNALC based.  Therefore collocating new workloads in the same LPAR as existing workloads, but with the best price performance of any pricing regime, except zNALC, which is a niche and special edition software pricing metric.

In conclusion, CMP and ICAP are notable WLC pricing regime updates, because they do challenge the status quo of MSU aggregation via Sysplex coupled servers and the ability to collocate new and existing workloads in the same LPAR.  On the one hand, simplified pricing considerations from a granular per MSU cost viewpoint.  However, to optimize price versus performance, arguably the savvy Data Centre will now require a higher level of workload management, safeguarding optimum MSU capacity usage and associated performance.

zPrice Manager is an evolution of the typical soft-capping approach, which can be IBM function based, namely Defined Capacity (DC) or Group Capacity Limit (GCL), or ISV product based.  ISV products typically allow MSU management with dynamic MSU capacity resource management between LPAR, LPAR Group & CPC structures, ideally with Workload Manager (WLM) interaction.  If plug & play simple MSU management is required, these traditional IBM or 3rd party ISV approaches will still work with CMP and ICAP, but will they maximize WLC TCO?

The simple answer is no, because CMP allows the movement of workloads between zSeries Servers.  Therefore if WLC product (I.E. z/OS, CICS, DB2, IMS, WebSphere/MQ) pricing is to be country wide, and optimum WLM performance is to be maintained, a low level granularity of MSU management is required.

zPrice Manager from zIT Consulting allows this level of WLC software product management, with a High Level REXX programmatic interface, and the ability to store real life MSU profile data as callable REXX variables.  Similar benefits apply to ICAP workloads, where different WLM policies might be required for the same WLC product, deployed on the same collocated workload LPAR.  Therefore the savvy data centre will safeguard they optimize MSU TCO via MWP and/or ICAP pricing regimes, without impacting business application performance.

In conclusion, the typical z13 AWLC software pricing updates are Business As Usual (BAU) and can be implemented, as and when required and without consideration.  Conversely, CMP and ICAP can deliver significant future benefit and should be considered in zSeries Server capacity planning forecasts.

Bottom Line Recommendation: Each and every zSeries Server user, whether large or small, should initiate contact with their IBM account teams, for CMP and ICAP briefings, allowing them to consider how they might benefit from these new WLC software pricing regimes.

z13: A Digital Business Ready Solution?

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As per the usual next generation zSeries Server release, IBM announced their latest evolution on 13 January 2015, namely the z13. IBM describe this platform as the most powerful and secure system ever built:

  • First system able to process 2.5 billion transactions per day, built for mobile economy
  • Makes possible real-time encryption on all mobile transactions at scale
  • First mainframe system with embedded analytics providing real time transaction insights 17X faster than compared competitive systems at a fraction of the cost

At first glance, feeds and speeds generally don’t enthuse the audience, but if we dig deeper and acknowledge other recent IBM developments incorporating Apple, Twitter and Data Analytics announcements, we perhaps can draw some better business-facing conclusions. IBM have a clearly defined Cloud, Analytics, Mobile, Social & Security (CAMSS) initiative, seemingly based upon the IDC 3rd platform defined as Social, Mobile, Analytics & Cloud (SMAC).

Industry analysts predict that in the next 3 years and by 2017, SMAC (CAMSS) expenditure will account for 25%+ of total enterprise software market revenue, doubling from ~12% in 2012. In simple terms, this new expenditure opportunity represents $100+ Billion revenue. We can imagine that all major ISV’s will be wanting their share of this market…

Whichever classification you choose, IBM CAMSS or IDC SMAC, IT infrastructures and associated investment currently are and certainly will be heavily influenced by this new world computing paradigm. Like it or not, an ability to perform a transaction anywhere (Mobile), keeping everything simple and networked (Social Media), real time prediction of future customer requirements (Analytics), available anywhere (Mobile), for an alleged fraction of the cost (Cloud), makes sense for the 21st Century business. Ignore this new technology evolution at your peril as it will impact each and every area of the IT enterprise and associated resources, primarily software and supporting hardware.

Did you notice the difference between the IBM classification and IDC? IDC have not considered Security to be a consideration factor worthy of acronym (SMAC) inclusion. In today’s world of cybersecurity, that might be somewhat of an oversight, but we must assume that IDC consider cybersecurity to be a consideration for all of the Analytics, Cloud, Mobile & Social aspects, which of course it is!

If we consider the relative merits of technology platforms from a security viewpoint, the IBM z13 delivers EAL5+ security certification, whereas other non-Mainframe platforms can only currently claim EAL4+ certification.

It is estimated that 55%+ of enterprise (mission critical) transactions are processed by the IBM Mainframe, but this is based on pre mobile workloads. It therefore makes commercial sense for IBM to safeguard their flagship platform not only maintains the existing IBM Mainframe customer base, but captures new and mobile centric workloads.

Having considered the business requirements for today’s IT business, let’s now classify the new features of the z13 platform:

  • Up to 40% more total system capacity compared to the zEC12.
  • Up to 10 terabytes (TB) of available Redundant Array of Independent Memory (RAIM) real memory per server.
  • Cryptographic performance improvements with new Crypto Express5S.
  • Economies of scale with simultaneous multithreading delivering more throughput for Linux and zIIP-eligible workloads.
  • Improved performance of complex mathematical models, perfect for analytics processing, with Single Instruction Multiple Data (SIMD).
  • IBM zAware cutting-edge pattern recognition analytics for fast insight into system health extended to Linux on z Systems.
  • A reduction in elapsed time for I/O-bound batch jobs with new FICON Express16S versus FICON Express8S.
  • Support for larger memory configurations planned to be supported on z/OS systems, which can be used to improve transaction response times, lower CPU costs, simplify capacity planning and ease deploying memory-intensive workloads. (The IBM z13 offers up to 10 TB memory.)
  • I/O service time improvement when writing data remotely using the new zHPF Extended Distance II.
  • Support for up to 256 coupling CHPIDs, which provides enhanced connectivity and scalability for a growing number of coupling channel types.
  • IBM Integrated Coupling Adapter (ICA SR), which offers greater short reach coupling connectivity than existing link technologies and enables greater overall coupling connectivity per IBM z13 than prior server generations.
  • Capability to extend z/OS workload management policies into the SAN fabric.
  • New rack-mounted Hardware Management Console (HMC), helping to save space in the data center.
  • Non-raised floor option, offering flexible possibilities for the data center.
  • Optional water cooling, providing the ability to cool systems with user-chilled water.
  • Optional high-voltage dc power, which can help IBM z Systems clients save on their power bills.
  • Optional top exit power and I/O cabling designed to provide increased flexibility.
  • New IBM z BladeCenter Extension (zBX) Model 004 in support of heterogeneous resources managed by IBM z Unified Resource Manager.

As we all know, Moore’s Law had to end sometime soon and this is true for System z CPU chips. The zEC12 CPU was often claimed to be the fastest commercial processor, with a 32nm core and a 5.5 GHz rating. The z13 chip runs a 22 nm core at a 5 GHz, at first glance ~10% slower than the zEC12. The new z13 chip delivers a ~10% performance increase, due to advances in core design, with better branch prediction and pipelining in the core. Noteworthy, is the slightly slower clock speed of the z13 chip, reducing heat output, probably signifying that ~5 GHz is the ceiling for CPU chips in the near future.

However, for z13, the doubling of performance still apples for many other resources:

  • Cryptographic coprocessors performance (~2*)
  • Channel speed (~2*)
  • I/O bandwidth (~2*)
  • Memory/Cache performance (~2*)
  • Memory capacity (~3*)

Once again, classifying these technological advances in terms of mobile business, the z13 delivers real-time encryption of mobile transactions, protecting transaction data, delivering consistent response times for a quality customer experience. Overall, IBM claims the z13 delivers a potential for ~36% better response time, ~61% better throughput and ~17% lower cost per mobile transaction.

A major and subtle change introduced with the z13 is Simultaneous MultiThreading (SMT). SMT allows 2 active instruction streams per core, each dynamically sharing the core’s execution resources. SMT will be available in IBM z13 for workloads running on the Integrated Facility for Linux (IFL) and the IBM z Integrated Information Processor (zIIP).

Each software Operating System/Hypervisor has the ability to intelligently drive SMT in a way that is best for its unique requirements. z/OS SMT management consistently drives the cores to high thread density, in an effort to reduce SMT variability and deliver repeatable performance across varying CPU utilization, thus providing more predictable SMT capacity. z/VM SMT management optimizes throughput by spreading a workload over the available cores until it demands the additional SMT capacity.

From a capacity planning and performance measurement viewpoint, just a slight note of caution. Although the z13 CPU chip delivers increased CPU capacity, the raw speed is slower and there are considerations for SMT. A former IBM staffer, Bob Rogers has written a great article on this SMT subject matter, which should be on your reading list!

In conclusion, the z13 announcement is another step forward for zSeries Mainframes. If you consider this announcement as just another next generation zSeries Mainframe announcement, you’re not treating your business or yourself with the respect they deserve. Instead, please consider this z13 announcement as an evolution from an enterprise solution delivery viewpoint. Primarily, consider the 21st century business keywords, in no particular order, of Analytics, Cloud, Mobile, Social & Security.