IBM Systems magazine, IBM Z - May/June 2020 - 39

Lynne Drummond // Senior project consultant // IBM Lab Services

ASK
THE
EXPERT

Q: How can I reduce risk
when performing an IBM Z
hardware upgrade?

B

ecause IBM Z® runs
business-critical workloads,
a hardware upgrade may
seem scary. Proper planning, a
skilled team and good communication help reduce the risk and
lead to a smoother upgrade.
Planning starts prior to processor delivery. Key team members
are the project manager, IBM Z
architect, Z network engineer, data
center management, Z hardware
configuration expert, IBM system
services representative and Z
system programmers. They need
to be engaged in IBM's Pre-Install
Technical and Delivery Assessment (TDA). The TDA is updated
for every new processor model
and helps identify project tasks,
risks and issues.
An important planning step is
determining the upgrade approach such as a push-pull or a
side-by-side. If multiple processors are upgraded, then what will
the order be? Does the granularity

need to be at the LPAR, Sysplex
or OS level? A design session with
colocated key team members
is suggested to brainstorm approaches and agree on the plan
and timeline.
Upgrade problems often have
their root cause in the I/O definition file (IODF). An IODF review by
the Z architect, Z consultant and Z
system programmer reduces the
likelihood of issues and identifies
single points of failure. Employ a
second set of eyes throughout the
project to check cables and labels,
LPAR configurations, and hardware management console inputs.
If possible, activate a sandbox
LPAR on the new processor prior
to the actual cutover to perform
early checkout of its hardware
configuration.
A detailed, choreographed day-of
plan with a back-out plan is vital to
capture the steps, performers and
times required to shut down the old
processor, move to the new pro-

cessor, and perform the checkout
activities within the allocated
change window. The plan should be
reviewed many times prior to the
event and include multiple go/no-go
checkpoints. A tested, documented
back-out plan reduces discussions,
decisions and errors if a fallback to
the old processor is needed.
A critical participant in the
day-of event is operations. A
day-of plan may have many parallel tasks in a tight change window
requiring experienced operators
focused only on the upgrade.
Schedule enough operators to
support the parallel activities and
include them in the final day-of
plan review.
A communication plan documents how, what and when communications occur about the event
with affected stakeholders (e.g.,
the project team, end users, application owners and third parties).
Take advantage of your change
control board (CCB) to schedule
the event well in advance. Your
team's CCB representatives will
watch for other changes scheduled
during the same change window
that may impact or be impacted
by the upgrade. If possible, the
upgrade should be the only event
in the window; otherwise, the
upgrade becomes an easy target
to designate as causing a problem
and this can lead to an unneeded
back-out.
Following these best practices
will help you reduce risk when
upgrading your IBM Z hardware.
If you have questions or need
support, contact IBM Lab Services
(ibm.co/3bt1kFr) or reach out via
email at ibmsls@us.ibm.com.
Lynne Drummond is an IBM certified senior project manager and certified consultant for IBM Lab Services
and has been helping clients with
their IBM Z upgrades since 2012.
IBMSYSTEMSMAG.COM MAY/JUNE 2020 | 39


https://www.ibm.com/it-infrastructure/services/lab-services http://www.IBMSYSTEMSMAG.COM

IBM Systems magazine, IBM Z - May/June 2020

Table of Contents for the Digital Edition of IBM Systems magazine, IBM Z - May/June 2020

Table of Contents
Editor's Desk: Enabling your success in a hybrid multicloud world
Currents: Arvind Krishna elected IBM CEO, James Whitehurst elected president
Currents: Solutions
Currents: Sustainable battery composition
Currents: The next generation of IBMers on why IBM Z is relevant
Currents: Women in IT value community and mentorship
Currents: A call to all Canadian mainframers
Partner POV: Develop an effective package management strategy to streamline DevOps
Cover Story: Meet the New IBM z15 and IBM LinuxONE III Models: The latest air-cooled systems can help enhance resiliency, security and availability in a hybrid cloud world
The Business Value of the Transformative IBM Z Platform How Feature 1: The Business Value of the Transformative IBM Z Platform: How IBM Z provides tools and capabilities for digital transformation
TECH Showcase: The IBM DS8900F family of flash storage systems provides improved encryption, disaster recovery, uptime and scalability
Techbits: Linux on IBM Z and IBM LinuxONE: When to use SCSI versus DASD storage
Techbits: Application tier considerations for moving to the cloud or x86
Techbits: Ask the expert: How can I reduce risk when performing an IBM Z hardware upgrade?
Beyond the Box: IBMer David Hilliard on his role as a locomotive engineer for the Catskill Mountain Railroad
IBM Systems magazine, IBM Z - May/June 2020 - Intro
IBM Systems magazine, IBM Z - May/June 2020 - Table of Contents
IBM Systems magazine, IBM Z - May/June 2020 - Cover2
IBM Systems magazine, IBM Z - May/June 2020 - 1
IBM Systems magazine, IBM Z - May/June 2020 - 2
IBM Systems magazine, IBM Z - May/June 2020 - 3
IBM Systems magazine, IBM Z - May/June 2020 - 4
IBM Systems magazine, IBM Z - May/June 2020 - 5
IBM Systems magazine, IBM Z - May/June 2020 - Editor's Desk: Enabling your success in a hybrid multicloud world
IBM Systems magazine, IBM Z - May/June 2020 - 7
IBM Systems magazine, IBM Z - May/June 2020 - Currents: Solutions
IBM Systems magazine, IBM Z - May/June 2020 - Currents: The next generation of IBMers on why IBM Z is relevant
IBM Systems magazine, IBM Z - May/June 2020 - Currents: Women in IT value community and mentorship
IBM Systems magazine, IBM Z - May/June 2020 - 11
IBM Systems magazine, IBM Z - May/June 2020 - 12
IBM Systems magazine, IBM Z - May/June 2020 - 13
IBM Systems magazine, IBM Z - May/June 2020 - Currents: A call to all Canadian mainframers
IBM Systems magazine, IBM Z - May/June 2020 - 15
IBM Systems magazine, IBM Z - May/June 2020 - Partner POV: Develop an effective package management strategy to streamline DevOps
IBM Systems magazine, IBM Z - May/June 2020 - 17
IBM Systems magazine, IBM Z - May/June 2020 - Cover Story: Meet the New IBM z15 and IBM LinuxONE III Models: The latest air-cooled systems can help enhance resiliency, security and availability in a hybrid cloud world
IBM Systems magazine, IBM Z - May/June 2020 - 19
IBM Systems magazine, IBM Z - May/June 2020 - 20
IBM Systems magazine, IBM Z - May/June 2020 - 21
IBM Systems magazine, IBM Z - May/June 2020 - 22
IBM Systems magazine, IBM Z - May/June 2020 - 23
IBM Systems magazine, IBM Z - May/June 2020 - The Business Value of the Transformative IBM Z Platform How Feature 1: The Business Value of the Transformative IBM Z Platform: How IBM Z provides tools and capabilities for digital transformation
IBM Systems magazine, IBM Z - May/June 2020 - 25
IBM Systems magazine, IBM Z - May/June 2020 - 26
IBM Systems magazine, IBM Z - May/June 2020 - 27
IBM Systems magazine, IBM Z - May/June 2020 - 28
IBM Systems magazine, IBM Z - May/June 2020 - TECH Showcase: The IBM DS8900F family of flash storage systems provides improved encryption, disaster recovery, uptime and scalability
IBM Systems magazine, IBM Z - May/June 2020 - 30
IBM Systems magazine, IBM Z - May/June 2020 - 31
IBM Systems magazine, IBM Z - May/June 2020 - 32
IBM Systems magazine, IBM Z - May/June 2020 - 33
IBM Systems magazine, IBM Z - May/June 2020 - 34
IBM Systems magazine, IBM Z - May/June 2020 - Techbits: Linux on IBM Z and IBM LinuxONE: When to use SCSI versus DASD storage
IBM Systems magazine, IBM Z - May/June 2020 - 36
IBM Systems magazine, IBM Z - May/June 2020 - Techbits: Application tier considerations for moving to the cloud or x86
IBM Systems magazine, IBM Z - May/June 2020 - 38
IBM Systems magazine, IBM Z - May/June 2020 - Techbits: Ask the expert: How can I reduce risk when performing an IBM Z hardware upgrade?
IBM Systems magazine, IBM Z - May/June 2020 - Beyond the Box: IBMer David Hilliard on his role as a locomotive engineer for the Catskill Mountain Railroad
IBM Systems magazine, IBM Z - May/June 2020 - Cover3
IBM Systems magazine, IBM Z - May/June 2020 - Cover4
IBM Systems magazine, IBM Z - May/June 2020 - SD
IBM Systems magazine, IBM Z - May/June 2020 - CoverSD1
IBM Systems magazine, IBM Z - May/June 2020 - CoverSD2
IBM Systems magazine, IBM Z - May/June 2020 - SD1
IBM Systems magazine, IBM Z - May/June 2020 - SD2
IBM Systems magazine, IBM Z - May/June 2020 - SD3
IBM Systems magazine, IBM Z - May/June 2020 - SD4
IBM Systems magazine, IBM Z - May/June 2020 - CT1
IBM Systems magazine, IBM Z - May/June 2020 - CT2
IBM Systems magazine, IBM Z - May/June 2020 - SD5
IBM Systems magazine, IBM Z - May/June 2020 - SD6
IBM Systems magazine, IBM Z - May/June 2020 - SD7
IBM Systems magazine, IBM Z - May/June 2020 - SD8
IBM Systems magazine, IBM Z - May/June 2020 - SD9
IBM Systems magazine, IBM Z - May/June 2020 - SD10
IBM Systems magazine, IBM Z - May/June 2020 - SD11
IBM Systems magazine, IBM Z - May/June 2020 - SD12
IBM Systems magazine, IBM Z - May/June 2020 - SD13
IBM Systems magazine, IBM Z - May/June 2020 - SD14
IBM Systems magazine, IBM Z - May/June 2020 - SD15
IBM Systems magazine, IBM Z - May/June 2020 - SD16
IBM Systems magazine, IBM Z - May/June 2020 - SD17
IBM Systems magazine, IBM Z - May/June 2020 - SD18
IBM Systems magazine, IBM Z - May/June 2020 - SD19
IBM Systems magazine, IBM Z - May/June 2020 - SD20
IBM Systems magazine, IBM Z - May/June 2020 - SD21
IBM Systems magazine, IBM Z - May/June 2020 - SD22
IBM Systems magazine, IBM Z - May/June 2020 - SD23
IBM Systems magazine, IBM Z - May/June 2020 - SD24
IBM Systems magazine, IBM Z - May/June 2020 - SD25
IBM Systems magazine, IBM Z - May/June 2020 - SD26
IBM Systems magazine, IBM Z - May/June 2020 - SD27
IBM Systems magazine, IBM Z - May/June 2020 - SD28
IBM Systems magazine, IBM Z - May/June 2020 - SD29
IBM Systems magazine, IBM Z - May/June 2020 - SD30
IBM Systems magazine, IBM Z - May/June 2020 - SD31
IBM Systems magazine, IBM Z - May/June 2020 - SD32
IBM Systems magazine, IBM Z - May/June 2020 - SD33
IBM Systems magazine, IBM Z - May/June 2020 - SD34
IBM Systems magazine, IBM Z - May/June 2020 - SD35
IBM Systems magazine, IBM Z - May/June 2020 - SD36
IBM Systems magazine, IBM Z - May/June 2020 - SD39
IBM Systems magazine, IBM Z - May/June 2020 - SD40
IBM Systems magazine, IBM Z - May/June 2020 - SD41
IBM Systems magazine, IBM Z - May/June 2020 - SD42
IBM Systems magazine, IBM Z - May/June 2020 - SD43
IBM Systems magazine, IBM Z - May/June 2020 - SD44
IBM Systems magazine, IBM Z - May/June 2020 - SD45
IBM Systems magazine, IBM Z - May/June 2020 - SD46
IBM Systems magazine, IBM Z - May/June 2020 - SD47
IBM Systems magazine, IBM Z - May/June 2020 - SD48
IBM Systems magazine, IBM Z - May/June 2020 - SD49
IBM Systems magazine, IBM Z - May/June 2020 - SD50
IBM Systems magazine, IBM Z - May/June 2020 - SD51
IBM Systems magazine, IBM Z - May/June 2020 - SD52
IBM Systems magazine, IBM Z - May/June 2020 - SD53
IBM Systems magazine, IBM Z - May/June 2020 - SD54
IBM Systems magazine, IBM Z - May/June 2020 - SD55
IBM Systems magazine, IBM Z - May/June 2020 - SD56
IBM Systems magazine, IBM Z - May/June 2020 - CoverSD3
IBM Systems magazine, IBM Z - May/June 2020 - CoverSD4
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