IBM Z Mainframe VTL End Of Support (EOS): A Problem Or Opportunity?

For ~20 years, since 1996 when IBM announced their IBM TotalStorage Virtual Tape Server Model B16 (3494-B16), typically known as the VTS, followed by the StorageTek (Oracle) Virtual Storage Manager (VSM) in 1998, there has been evident IBM Mainframe VTL innovation and product line refreshes, offering a granularity of offerings for all users, regardless of size.  The consolidation of the IBM Mainframe VTL marketplace in the ~2017-2019 period is notable.  IBM have consolidated their options to the high-end TS7760, retiring their TS7720 and TS7740 models. Similarly, Oracle have also delivered significant performance and enhancements to their VSM offering, where the latest VSM 7 delivers significant resource when compared with the VSM 6 and older predecessors (NB. The VSM 6 platform replaced the proprietary VSM 5 platform with Sun servers & Sun JBOD disk storage).  Similarly, EMC have consolidated their DLm offerings to the DLm8500, retiring their DLm1000, DLm1020, DLm2000, DLm2100, DLm6000 and DLm8000 models.

A high-level review of the mainstream market place offerings, namely EMC DLm8500, IBM TS7760 and Oracle VSM 7 demonstrates Enterprise Class VTL solutions, delivering significant availability, capacity and performance capabilities, mandatory for the higher echelons of IBM Z Mainframe user.  Conversely, it follows that such attributes and associated cost become somewhat of a concern for the small to medium sized IBM Mainframe user.  When any product becomes End Of Support (EOS), End Of Life (EOL) or even End Of Marketing (EOM), the viability and associated TCO becomes a consideration.  Typically, there are several options to address such an issue:

  • Do nothing (because we’re decommissioning the IBM Mainframe sometime soon)
  • Secure a long-term support contract (E-g. 3-5 years) ASAP, to reduce increasing support costs
  • Perform a technology refresh to the latest supported supplier offering
  • Review the marketplace and migrate to a more suitable supported solution

Only the incumbent IBM Mainframe VTL user can decide the best course action for their organization, but from a dispassionate viewpoint, reviewing these respective options generates the following observations:

  • Do nothing: The cost of doing nothing is always expensive. The perpetual “we’re moving away from the IBM Mainframe in the next 3-5 years” might have been on many “to-do” lists, for decades”!  The IBM Mainframe platform is strategic!
  • Long-term support contract: This delays the inevitable and potentially generates data availability challenges, as the equipment ages and potentially becomes more unreliable, with limited or expensive OEM support.
  • Technology refresh: In theory, the best option, upgrading the incumbent technology to the latest offering. In this instance, the cost might be significant for the small to medium sized user, as EMC, IBM and Oracle no longer offer “entry to medium-sized” solutions.
  • Migrate: By definition migration is perceived as introducing risk, migrating from a tried and tested to a new solution. However, generally the best products come from suppliers with a focus on their flagship solution, as opposed to a large company, with many offerings…

The IBM Mainframe VTL marketplace does include other suppliers, including FUJITSU, LUMINEX, Visara, naming but a few, and one must draw one’s own conclusions as to their respective merits.  What is always good is a new marketplace entrant, with a credible offering, a different approach or demonstrable expertise.

Optica Technologies is a privately held technology company headquartered in Louisville, Colorado, USA. Optica have been providing high-quality data centre infrastructure solutions since 1967. Optica has been an IBM strategic partner since 2002 and has received the most extensive IBM qualification available for third party solutions. Optica products have been successfully deployed in many major enterprise data centres worldwide.

The Optica Prizm FICON to ESCON Protocol Converter designed to enable IBM mainframe customers to invest in the latest System Z platforms (I.E. zEC12/zBC12 upwards), while preserving the ability to connect to critical ESCON and Bus/Tag device types that remain.

The next generation zVT Virtual Tape Node (VTN) exploits the latest Intel server technology, delivering outstanding performance, resiliency and scalability to serve a broad range of IBM Z customers. Each zVT VTN is modular and packaged efficiently with (2) FICON channels in an industry standard 2U rack format. The zVT VTN supports up to 512 3490/3590 Virtual Tape Drive (VTD) resources, delivering ~500 MB/S performance for the typical IBM Mainframe tape workload. As per some of the architectural design characteristics of the IBM Z Mainframe server (I.E. z13, z14), the zVT VTN server is enabled for operation in warmer environments than traditional data centres and engineered for extreme conditions such as high humidity, earthquakes and dust. To support the diversity of IBM Z Mainframe customer environments, from the smallest to largest, the flexible zVT solution is available in three different formats:

  • zVT 3000i: for IBM Mainframe users with more limited requirements, the fully integrated zVT 3000i model leverages the same Enterprise Class zVT VTN, incorporating 16 Virtual Tape Drive (VTD) resources and 8 TB of RAID-6 disk capacity, delivering 20 TB of effective capacity via the onboard hardware compression card (2.5:1 compression). The fundamental cost attributes of the zVT 3000i make a very compelling argument for those customers on a strict budget, requiring an Enterprise Class IBM Mainframe storage solution.
  • zVT 5000-iNAS: the flagship zVT 5000-iNAS solution is available in a fully redundant, high availability (HA) base configuration that combines (2) VTNs and (2) Intelligent Storage Nodes (ISNs). The entry-level zVT 5000-iNAS HA offering incorporates 512 (256 per VTN) Virtual Tape Drive (VTD) resources, delivering ~1 GB/Sec performance, 144 TB RAW and ~288 TB of effective capacity using a conservative 4:1 data reduction metric. zVT 5000-iNAS can scale to a performance rating of ~4 GB/Sec and capacity in excess of 11 PB RAW.
  • zVT 5000-FLEX: For IBM Mainframe users wishing to leverage their investments in IP (NFS) or FC (SAN) disk arrays, the zVT 5000-FLEX offering can be configured with (2) 10 GbE (1 GbE option) or (2) 8 Gbps Fibre Channel ports. Virtual Tape Drive (VTD) flexibility is provided with VTD options of 16, 64 or 256, while onboard hardware compression safeguards optimized data reduction.  Enterprise wide DR is simplified, as incumbent Time Zero (E.g. Flashcopy, Snapshot, et al) functions can be utilized for IBM Mainframe tape data.

In summary, Optica zVT reduces the IBM Mainframe VTL technology migration risk, when considering the following observations:

  • Technical Support: With 50+ years IBM Mainframe I/O connectivity experience, Optica have refined their diagnostics collection and processing activities, safeguarding rapid problem escalation and rectification, with Level 1-3 experts, located in the same geographical location.
  • Total Cost of Acquisition (TCA): zVT is a granular, modular and scalable solution, with a predictable, optimized and granular cost metric, for the smallest to largest of IBM Mainframe user, regardless of IBM Z Operating System.
  • Total Cost of Ownership (TCO): Leveraging from the latest software and hardware technologies and their own streamlined support processes, Optica deliver world class cradle-to-grave support for an optimized on-going cost.
  • Flexibility: Choose from an all-in-one solution for the smallest of users (I.E. zVT 3000i), a turnkey high-availability solution for simplified optimized usage (I.E. zVT 5000-iNAS) and the ability to leverage from in-house disk storage resources (I.E. zVT 5000-FLEX).
  • Simplified Migration: A structured approach to data migration, simplifying the transition from the incumbent VTL solution to zVT. zVT also utilizes the standard AWSTAPE file format, meaning data migration from zVT is simple, unlike the proprietary AWS file formats used by other VTL offerings.

In conclusion sometimes End Of Support (EOS) presents an opportunity to review the incumbent solution and consider a viable alternative and in the case of an IBM Mainframe VTL, for the small to medium sized user especially, having a viable target option, might just allow an organization to maintain, if not improve their current IBM Mainframe VTL expenditure profile…

Data Entry – Is Windows XP & Office 2003 End Of Support An Issue?

Recently somebody called me to say “do you realize your Assembler (ASM) programs are still running, some 25 years after you implemented them”?  Ouch, the problem with leaving comments and an audit trail, even in 1989!  It was a blast-from-the-past and a welcome acknowledgement, even though secretly, I can’t really remember the code.  We then got talking about how Mainframe programs can stand the test of time, through umpteen iterations of Operating System.  This article will consider whether you need a Mainframe to write application code that will stand the test of time.

Spoiler alert: No you don’t; nowadays a good application development environment, a competent software coder and most importantly of all, common sense, can achieve this, for Mainframe and Distributed Systems alike.  However, you might need to recompile the source code from time-to-time…

An aging industry report from Gartner Research revealed that “many Independent Software Vendors (ISVs) are unlikely to support new versions of applications on Windows XP in 2011; in 2012, it will become common.”  And it may stifle access to hardware innovation: Gartner Research further states that in 2012, “most PC hardware manufacturers will stop supporting Windows XP on the majority of their new PC models.

After several years of uncertainty, Microsoft have officially announced that support for Windows XP (SP3) & Office 2003 ends as of 8 April 2014.  Specifically, there will be no new security updates, non-security hotfixes, free or paid assisted support options or online technical content updates.  Furthermore, Microsoft state:

Running Windows XP SP3 and Office 2003 in your environment after their end of support date may expose your company to potential risks, such as:

  • Security & Compliance Risks: Unsupported and unpatched environments are vulnerable to security risks. This may result in an officially recognized control failure by an internal or external audit body, leading to suspension of certifications, and/or public notification of the organization’s inability to maintain its systems and customer information.
  • Lack of Independent Software Vendor (ISV) & Hardware Manufacturers Support:  A recent industry report from Gartner Research suggests “many independent software vendors (ISVs) are unlikely to support new versions of applications on Windows XP in 2011; in 2012, it will become common.” And it may stifle access to hardware innovation: Gartner Research further notes that in 2012, most PC hardware manufacturers will stop supporting Windows XP on the majority of their new PC models.

Looking at the big picture, anybody currently deploying Windows XP might want to consider the lifecycle of other Microsoft Operating System versions, for example, Windows Vista, Windows 7 & Windows 8.  As the Microsoft Windows Lifecycle Fact Sheet states, mainstream support for Windows 7 ends in January 2015, less than one year from now, and so arguably the only viable option is Windows 8.  The jump from Windows XP to Windows 8 is massive, not necessarily in terms of usability, but certainly and undoubtedly in terms of compatibility.

Those of us that experienced the Windows Vista, Windows 7 and more latterly Windows 8 upgrades, know from experience that each of these upgrades had interoperability challenges, whether hardware (I.E. Printers, Scanners, Removable Storage, et al), software (I.E. Bespoke, COTS, Utilities, et al) or even web browser (I.E. Internet Explorer, Firefox, Chrome, Safari, et al) related.  Although many of these IT resources might be considered standalone or technology commodities, where a technology refresh is straightforward and an operational benefit, the impact on the business for user facing applications might be considerable.  Of course, the most pervasive business application for capturing and processing customer information is typically classified as data entry related…

So, why might a business still be deploying Windows XP or Office 2003 today?  One typical reason relates to data entry systems, either in-house written or packaged in a Commercial Off the Shelf (COTS) software product.  In all likelihood, one way or another, these deployments have become unsupported from a 3rd party viewpoint, either because of the Microsoft software support ethos or the COTS ISV support policy.

Looking back to when Microsoft XP was first released, it offered an environment that allowed customers to think outside of the box for alternatives to traditional development methods, or put another way, Rapid Application Development (RAD) techniques.  Such a capability dictated that businesses could deploy their own bespoke or packaged systems for capturing data and thus automating the entirety of their business processes from cradle to grave with IT systems.  For a Small to Medium sized Enterprise (SME), this was a significant benefit, allowing them to compete, or at least enter their market place, without deploying a significant IT support infrastructure.

Therefore RAD and Microsoft Software Development Kit (SDK) techniques for GUI (E.g. .NET, Visual, et al) presentation, sometimes and more latterly browser based, were supplemented with structured data processing routines, vis-à-vis spreadsheet (CSV), database (SQL) and latterly more formalized data structure layouts (I.E. XML, XHMTL).  Let’s not forget, Excel 2003 and Access 2003 that offered powerful respective spreadsheet and database solutions, which could capture data, however crude that implementation might have been, while processing this data and delivering reports with a modicum of in-built high-level code.

However, as technology evolves, sometimes applications need to be revisited to support the latest and greatest techniques, and perhaps the SME that embraced this brave new world of RAD techniques, were left somewhat isolated, for whatever reasons; maybe business related, whether economic related (E.g. dot com or financial markets) or not.

Let’s not judge those business folks still running Windows XP or Microsoft Office 2003 today; there are probably many good reasons as to why.  When they developed their business systems using a Windows XP or Office 2003 software base, I don’t think they envisaged that the next Microsoft Operating system release might eradicate their original application development investments; requiring a significant investment to upgrade their infrastructure for subsequent Windows versions, but more notably, for interoperability resources (I.E. Web Browsers, .NET, Excel, Access, ODBC, et al).

So if you’re a business running Windows XP and maybe Office 2003 today, potentially PC (E.g. Desktop, Laptop) upgrade challenges can be separated into two distinct entities; firstly the hardware platform and operating system itself; where the “standard image” approach can simplify matters; and secondly, the business application, typically data entry and processing related.  Let’s not forget, those supported COTS software products, whether system utility (E.g. Security, Backup/Recovery/Archive, File Management, et al) or function (E.g. Accounting, ERP, SCM, et al) can be easily upgraded.  It’s just those bespoke in-house systems or unsupported systems that require a modicum of thought and effort…

We all know from our life experiences, if we only have lemons, let’s make lemonade!  It’s not that long ago that we faced the so-called Millennium Bug (Year 2000/Y2K) challenge.  So that could either be a problem or an opportunity.  The enlightened business faced up to the Year 2000 challenge, arguably overblown by media scare stories, and upgraded their IT infrastructures and systems, and perhaps for the first time, at least made an accurate inventory of their IT equipment.  So can similar attributes be applied to this Windows XP and Office 2003 challenge?

The first lesson is acceptance; so yes we have a challenge and we need to do something about it.  Even if your business has been running Windows XP or Office 2003, in an extended support mode for many years, in all likelihood, the associated business systems are no longer fit-for-purpose or could benefit from a significant face-lift to incorporate new logic and function that the business requires!

The second lesson is technology evolution; so just as RAD and SDK were the application development buzzwords of the Windows XP launch timeframe, today the term studio or application studio applies.  An application studio provides a complete, integrated and end-to-end package for the creation, including the design, test, debug and publishing activities of your business applications.  Furthermore, in the last decade or so, there has been a proliferation of modern language (E.g. XHTML, Java, C, C++, et al) programmers, whether formalized as IT professionals, or not (E.g. home coders).

The third lesson is as always, cost versus benefit; the option of paying for Windows XP or Office 2003 extended support ends as of April 2014.  So what is the cost of doing nothing?  As always, cost is never the issue, benefit is.  Investing in new systems that are fit-for-purpose, will of course deliver business benefit, and if the investment doesn’t pay for itself in Year 1, hopefully your business can build a several year business case to deliver the requisite ROI.

Finally, is remote data entry possible with a Windows XP based system?  Perhaps, but certainly not for each and every modern day device (E.g. Smartphone, Tablet, et al).  Therefore enhancing your data entry systems, with the latest presentation techniques, might deliver significant benefit, both for the business and its employees.  Remote working, whether field or home based, delivers productivity benefits, where such benefits can be measured in both business administration cost reduction and increased employee job satisfaction and associated working conditions.

So how easy can it be to replace an aging Windows XP and/or Office 2003 application?

Entrypoint is a complete application development package for creating high-performance data entry applications.  Entrypoint software is built around a scalable, client-server architecture that interfaces with SQL databases for data storage.  Entrypoint data entry software interfaces with standard communications products and commercial networks.

Entrypoint is a web based data entry system that includes Application Studio, a local development tool that allows the user to easily create any data entry system, based upon their specific and typically unique business requirements.  The Entrypoint thin and thick clients let the user enter their data either directly via web resources or via a local workstation (E.g. PC), as per their requirements, while being connected to the same database.

Entrypoint Benefits: Today’s 21st Century business is focussed on delivering tangible business benefit and cost efficient customer facing solutions that can be rapidly deployed, while being secure and compliant:

  • Flexible Data Entry: Whether via Intelligent Data Capture (IDC) and/or Electronic Data Capture (EDC), Entrypoint can accommodate any business requirement, either from scratch, or perhaps via conversion from a legacy platform (E.g. DOS).
  • Rapid Application Deployment: Entrypoint can be deployed in hours, sometimes and typically by non-application development personnel, safeguarding long-term management and associated TCO concerns.
  • Audit: The Entrypoint Audit Trail Facility (ATF) tracks all changes made to records from the time they are first entered into the case report form throughout all editing activity, regardless of the number of users working on them.  The audit facility can be enabled on an application-by-application basis for all users, groups of users or individual users.
  • Security: Entrypoint includes a variety of features that yield the highest levels of critical security required for Clinical Trials.  Its inbuilt security features let you create a customized and granular security policy specific to your needs.  Entrypoint uses ODBC to connect to SQL databases for data storage, which provides an additional level of security; database logins, passwords and even built-in encryption, not always available for other data entry solutions.  Optional 128-bit encryption protects all messages sent to or from the server delivering significantly greater protection, not always available for other data entry solutions.

Entrypoint is one of the simplest but most comprehensive data entry solutions that I have encountered and provides a cost-efficient solution for both the smallest and largest of businesses.  Furthermore, in all likelihood, and definitely in real-life, an entry-level employee or graduate with programming skills could rapidly develop a Data Entry system with Entrypoint to replace any existing Windows XP (or any other Windows OS) based solution.  This observation alone dictates that somebody who actually works for the business, not a 3rd party IT professional, can not only perform the technical work required, but more importantly, be a company employee that can easily relate to and sometimes learn about the end-to-end business.

In the IT world, change is inevitable, and sometimes change is forced upon us.  Whatever your thoughts regarding end of support for Windows XP and Office 2003, there are options for you and your business to embrace this change, move forward, and improve your processes.  You no longer have the option to pay Microsoft for extended support, and so why not use these money’s and invest in a system that can be easily supported, and easily adapted in the future, to provide long-term benefit for your business!