IBM Sterling Transformation Extender for z/OS, 10.1.1 delivers enhancements for cloud integration

IBM United States Software Announcement 221-375
November 30, 2021

Table of contents
OverviewOverviewPublicationsPublications
Key requirementsKey requirementsTechnical informationTechnical information
Planned availability datePlanned availability dateOrdering informationOrdering information
DescriptionDescriptionTerms and conditionsTerms and conditions
Product positioningProduct positioningPricesPrices
Program numberProgram numberRegional availabilityRegional availability


Overview

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The IBM Sterling® Transformation Extender portfolio empowers organizations to transform and validate data and helps to ensure compliance with data standards. It is specifically designed for high-volume, complex transformation and validation of data across a range of different formats and standards.

With Sterling™ Transformation Extender for z/OS®, organizations can automate, accelerate, and scale processes to help reduce complexity and related costs. It includes advanced support for metadata mapping, validation, governance, and compliance for specific industries, including finance, healthcare, and supply chain.

Enhancements to Sterling Transformation Extender for z/OS, 10.1.1 include the following new and updated resource adapters for cloud data sources:

  • New Google Cloud Storage adapter provides access to Google Cloud Storage buckets and objects in the Google Cloud Platform.
  • New Google Cloud Storage Pub/Sub adapter provides access to Google Cloud Pub/Sub topics and subscriptions in the Google Cloud Platform.
  • Updates to Amazon S3 adapter add support for reading of storage buckets, wildcard searches across storage buckets, and end-point connection to S3 compatible buckets.
  • Updates to Microsoft™ Azure Service Bus adapter add support for Pub/Sub mode to enable data transfer between decoupled applications.


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Key requirements

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Sterling Transformation Extender for z/OS, 10.1.1 runs on selected levels of the IBM® z/OS operating system.

Organizations running Sterling Transformation Extender on z/OS must purchase part numbers for Sterling Transformation Extender Pack products that are categorized as System Z Workload RVU.

Sterling Transformation Extender Pack products for z/OS require a currently supported version of Sterling Transformation Extender for z/OS. The following Sterling Transformation Extender Pack products for z/OS are updated to version 10.2. Use IBM Passport Advantage® to order Sterling Transformation Extender Pack products.

  • IBM Sterling Transformation Extender Pack for Healthcare for z/OS, 10.2
  • IBM Sterling Transformation Extender Pack for Supply Chain EDI for z/OS, 10.2
  • IBM Sterling Transformation Extender Pack for Financial Payments for z/OS, 10.2
  • IBM Sterling Transformation Extender Pack for SAP Applications for z/OS, 10.2

For information about hardware and software requirements, see Technical information.



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Planned availability date

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December 3, 2021

Note: The offerings in this announcement may not be available for purchase in all countries in your geographical area. Purchase availability can be affected by multiple factors that include support and service availability and government regulations. The country information is not comprehensive. Consult with your IBM representative or IBM Business Partner for availability information in your area.

Availability within a country is subject to local legal requirements.



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Description

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For more information about Sterling Transformation Extender, see the following resources:

Accessibility by people with disabilities

Accessibility Compliance Reports (previously known as a VPAT) containing details on accessibility compliance to standards, including the Worldwide Consortium Web Content Accessibility Guidelines, European Standard EN 301 349, and US Section 508, can be found on the IBM Accessibility Conformance Report Request website.

Value Unit-based pricing

Value Unit pricing for eligible IBM Z® IBM International Program License Agreement (IPLA) programs enables a lower cost of incremental growth and enterprise aggregation. Each IBM Z IPLA product with Value Unit pricing has a single price per Value Unit and a conversion matrix, called Value Unit Exhibit, for converting from some designated measurement to Value Units. Most commonly, Millions of Service Units (MSUs) is the measurement designated by IBM to be converted to Value Units. Some other measurements are engines or messages. Since MSUs are the most common measurement, that measurement will be used for the remainder of this description.

Value Unit pricing offers price benefits for you. For each IBM Z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Each of the various Value Unit Exhibits stipulate that the larger your required license capacity, the fewer Value Units per MSU you will need. Value Unit Exhibits are uniquely identified by a three digit code and referred to using the nomenclature VUExxx, where xxx is the three digit code.

Subsequent acquisitions of Value Unit priced programs offer additional price benefits. The quantity of each IBM Z IPLA program that you have acquired is referred to as entitled license capacity. If you wish to grow your entitled license capacity for an IBM Z IPLA program, the calculation to determine additional needed Value Units is based upon the number of Value Units already acquired.

For each IBM Z IPLA program with Value Unit pricing, you should:

  • Determine the required license capacity, in MSUs.
  • Aggregate the MSUs across the enterprise.
  • Convert the total MSUs to Value Units, using the applicable Value Unit Exhibit.
  • Multiply the price per Value Unit by the total number of Value Units to determine the total cost.

To simplify conversion from the designated measurement to Value Units or vice-versa, use the Value Unit Converter Tool. For additional information or to obtain a copy of the Value Unit Converter Tool, see the IBM Z Software Pricing website.

Note that Value Units of a given program cannot be exchanged, interchanged, or aggregated with Value Units of another program.

To determine the required license capacity for the IBM Z IPLA program you selected, see the Terms and conditions section.



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Product positioning

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Sterling Transformation Extender for z/OS belongs to the B2B collaboration solutions portfolio, part of IBM Sterling Supply Chain. In the global digital economy, B2B collaboration solutions enable secure, compliant, and assured delivery of files and documents across your organization's expanding ecosystem of partners, suppliers, and customers. Sterling Transformation Extender for z/OS is a powerful, transaction-oriented, data integration solution that automates the transformation of high-volume, complex transactions.



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Reference information

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For more information about IBM Sterling Transformation Extender for z/OS, see:

  • Software Announcement 220-453, dated November 10, 2020
  • Software Announcement 219-105, dated March 12, 2019
  • Withdrawal Announcement 920-163, dated December 1, 2020

For more information about IBM Sterling Transformation Extender, see:

  • Software Announcement 221-376, dated November 9, 2021
  • Software Announcement 221-363, dated October 12, 2021
  • Software Announcement 221-227, dated September 21, 2021
  • Withdrawal Announcement 921-019, dated February 9, 2021
  • Software Announcement 220-452, dated November 10, 2020
  • Software Announcement 220-295, dated June 16, 2020
  • Software Announcement 219-474, dated October 1, 2019


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Program number

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Program number VRM Program name
5655-RA1 10.1.1 IBM Sterling Transformation Extender for z/OS
5655-R97 1.1.0 IBM Sterling Transformation Extender for z/OS Subscription & Support
Program number Subscription and Support Program number
5655-RA1 5655-R97


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Publications

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Technical documentation for Sterling Transformation Extender for z/OS can be accessed in IBM Documentation. Select a product version and search for Sterling Transformation Extender for z/OS.

Additional information for Sterling Transformation Extender for z/OS is available on IBM Support website.



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Services

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IBM Systems Lab Services

Systems Lab Services offers infrastructure services to help build hybrid cloud and enterprise IT solutions. From servers to storage systems and software, Lab Services can help deploy the building blocks of a next-generation IT infrastructure to empower a client's business. Lab Services consultants can perform infrastructure services for clients online or onsite, offering deep technical expertise, valuable tools, and successful methodologies. Lab Services are designed to help clients solve business challenges, gain new skills, and apply best practices.

Lab Services offers a wide range of infrastructure services for IBM Power® servers, IBM Storage systems, IBM Z, and IBM LinuxONE. Lab Services has a global presence and can deploy experienced consultants online or onsite around the world.

For assistance, contact Systems Lab Services at ibmsls@us.ibm.com.

To learn more, see the IBM Systems Lab Services website.

IBM Consulting

As transformation continues across every industry, businesses need a single partner to map their enterprise-wide business strategy and technology infrastructure. IBM Consulting is the business acceleration partner to help cocreate change across an organization. IBM specialists can help businesses succeed through finding collaborative ways of working that forge connections across people, technologies, and partner ecosystems. IBM Consulting brings together the business expertise and an ecosystem of technologies that help solve some of the biggest problems faced by organizations. With methods that get results faster, an integrated approach, that is grounded in an open and flexible hybrid cloud architecture, and incorporating technology from IBM Research® and IBM Watson® AI, IBM Consulting enables businesses to lead change with confidence and deliver continuous improvement across a business and its bottom line.

For additional information, see the IBM Consulting website.

IBM Technology Support Services (TSS)

Get preventive maintenance, onsite and remote support and gain actionable insights into critical business applications and IT systems. Speed developer innovation with end-to-end support for over 240 open-source packages. Leverage powerful IBM analytics and AI-enabled tools to enable client teams to manage IT problems before they become emergencies.

TSS offers extensive IT maintenance and support services that cover more than one niche of a client’s environment. TSS covers products from IBM and other OEMs, including servers, storage, network, appliances, and software to help clients ensure high availability across their data center and hybrid cloud environment.

For details on available services, see the Technology support for hybrid cloud environments website.

IBM TechU

Improve your knowledge in hybrid cloud and AI solutions. TechU provides the most recent content so that you can learn, engage, and increase your skills with IBM Technology specialists.

A one-year, renewable membership TechU digital membership provides access to IBM Systems online education to help address your technical enablement needs for existing and new projects.

Submit questions or comments to techuid@us.ibm.com.

For additional details, see the IBM TechU website.

IBM Expert Labs

IBM Expert Labs can help clients accelerate their projects and optimize value by leveraging their deep technical skills and knowledge. With more than 20 years of industry experience, these specialists know how to overcome the biggest challenges to deliver business results that can have an immediate impact.

Expert Labs deep alignment with IBM product development allows for a strategic advantage as they are often the first in line to get access to new products, features, and early visibility into roadmaps. This connection with the development enables them to deliver First of a Kind (FOAK) implementations to address unique needs or expand a client's business with a flexible approach that works best for their organization.

For additional information, see the IBM Expert Labs website.

IBM Security™ Expert Labs

With extensive consultative expertise on IBM Security software solutions, IBM Security Expert Labs helps clients and partners modernize the security of their applications, data, and workforce. With an extensive portfolio of consulting and learning services, Expert Labs provides project-based and premier support service subscriptions.

These services can help clients deploy and integrate IBM Security software, extend their team resources, and help guide and accelerate successful hybrid cloud solutions including critical strategies such as zero trust. Remote and on-premises software deployment assistance is available for IBM Cloud Pak® for Security, IBM Security QRadar®/QRoC, IBM Security SOAR/Resilient®, IBM i2®, IBM Security Verify, IBM Security Guardium®, and IBM Security MaaS360®.

For more information, contact Security Expert Labs at sel@us.ibm.com.

For additional information, see the IBM Security Expert Labs website.

Additional services

IBM Software Services is dedicated to helping organizations meet their business needs, whether they are implementing a new customer engagement solution, updating an existing solution, or simply need analysis guidance or assistance. For information and assistance, see IBM Services® website.



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Technical information

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Specified operating environment

Hardware requirements

For current hardware requirements, see Software Product Compatibility Reports website, select Detailed system requirements, and search for Sterling Transformation Extender for z/OS.

Software requirements

For current software requirements, see Software Product Compatibility Reports website, select Detailed system requirements, and search for Sterling Transformation Extender for z/OS.

Sterling Transformation Extender Pack products for z/OS require a currently supported version of Sterling Transformation Extender for z/OS. The following Sterling Transformation Extender Pack products for z/OS are updated to version 10.2. Use Passport Advantage to order Sterling Transformation Extender Pack products.

  • Sterling Transformation Extender Pack for Healthcare for z/OS, 10.2
  • Sterling Transformation Extender Pack for Supply Chain EDI for z/OS, 10.2
  • Sterling Transformation Extender Pack for Financial Payments for z/OS, 10.2
  • Sterling Transformation Extender Pack for SAP Applications for z/OS, 10.2
Companion products

Sterling Transformation Extender for z/OS automates complex transformation and validation of data between various formats and standards. Sterling Transformation Extender for z/OS can work with the following products to provide additional value from the broader B2B Collaboration portfolio. For details, see B2B collaboration solutions website.

  • IBM Sterling Connect:Direct® for z/OS
  • Sterling Transformation Extender Pack for Healthcare for z/OS
  • Sterling Transformation Extender Pack for Supply Chain EDI for z/OS
  • Sterling Transformation Extender Pack for Financial Payments for z/OS
  • Sterling Transformation Extender Pack for Financial Payments Plus for z/OS
  • Sterling Transformation Extender Pack for SAP Applications for z /OS
IBM Support

IBM Support is your gateway to technical support tools and resources that are designed to help you save time and simplify support. IBM Support can help you find answers to questions, download fixes, troubleshoot, submit and track problem cases, and build skills. Learn and stay informed about the transformation of IBM Support, including new tools, new processes, and new capabilities, by going to the IBM Support Insider.

Additional IBM support

IBM Garage™

IBM Garage is a framework for accelerating digital transformation. It helps you generate innovative ideas and equips you with the practices, technologies, and expertise to turn those ideas into business value in weeks. When you work with IBM Garage you bring pain points into focus. You empower your team to take manageable risks, adopt leading technologies, speed up solution development, and measure the value of everything you do. IBM Garage has experts and services to address a broad array of use cases, including capabilities for business transformation, hybrid cloud, analytics and AI, infrastructure systems, security, and more. For more information, see the IBM Garage website.

IBM Z Washington System Center (WSC)

IBM Z Washington Systems Center (WSC): WSC, a team with deep technical expertise, provides technical assistance. WSC teams can help position, design, and implement solutions, and support critical situations that contribute to IBM Z, IBM LinuxONE, and Linux® on IBM Z software, hardware, and services. For installation and technical support, provided by local Technical Specialists, contact the WSC at ilin@us.ibm.com.

For additional information, see the Washington System Center - IBM Z website.

Planning information

Packaging

Sterling Transformation Extender for z/OS is packaged as follows:

Program name Electronic download
IBM Sterling Transformation Extender for z/OS Shopz

You choose the delivery method when you order the software. IBM recommends internet delivery. However, if you still require physical media, you can choose DVD.

Program ID Deliverable Form number
5655-RA1 IBM Sterling Transformation Extender for z/OS, 10.1.1 Program Directory GI13-4388-02
  IBM Sterling Transformation Extender for z/OS, 10.1.1 Agreements and License Information LC27-9412-02
  IBM Sterling Transformation Extender Design Studio 10.1.1 DVD LCD7-7079-02
  IBM Sterling Transformation Extender Runtime and Monitoring 10.1.1 DVD LCD7-7080-02

Security, auditability, and control

Sterling Transformation Extender for z/OS uses the security and auditability features of the host operating system.

The client is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.



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Ordering information

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Consult your IBM representative or IBM Business Partner.

The programs in this announcement all have Value Unit-Based pricing.

Program number Program name Value Unit exhibit
5655-RA1 IBM Sterling Transformation Extender for z/OS VUE007

For each IBM Z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Your required license capacity is based upon the following factors:

  • The IBM Z IPLA program you select.
  • The applicable Value Unit Exhibit.
  • The applicable terms.
  • Whether your current mainframes are full capacity or sub-capacity.


Value Unit exhibit VUE007

  MSUs minimum MSUs maximum Value Units/MSU
Base 1 3 1
Tier A 4 45 0.45
Tier B 46 175 0.36
Tier C 176 315 0.27
Tier D 316 + 0.20

Ordering example

The total number of Value Units is calculated according to the following example.

If your required license capacity is 1,500 MSUs for your selected IBM Z IPLA product, the applicable Value Units would be:

Tier MSUs Multiplied by Value Units per MSU Equal Value Units
Base 3 1.00 3.00
Tier A 42 .45 18.90
Tier B 130 .36 46.80
Tier C 140 .27 37.80
Tier D 1,185 .20 237.00
Total 1,500   343.50

When calculating the total number of Value Units, the sum is to be rounded up to the next integer.


Ordering z/OS through the internet

Shopz provides an easy way to plan and order your z/OS ServerPac or CBPDO. It will analyze your current installation, determine the correct product migration, and present your new configuration based on z/OS. Additional products can also be added to your order (including determination of whether all product requisites are satisfied). For more details and availability, go to the Shopz website.

Charge metric

The charge metrics for this licensed product can be found in the following License Information documents:

Program identifier License Information document title License Information document number
5655-RA1 IBM Sterling Transformation Extender for z/OS L-MTAE-C7AJZ3

Select your language of choice and scroll down to the Charge Metrics section. Follow-on releases may have updated terms. See the License Information documents website for more information.

Basic license


On/Off CoD

Sterling Transformation Extender for z/OS is eligible for On/Off CoD with a temporary use charge calculated based on MSUs per-day usage.

Program name: IBM Sterling Transformation Extender for z/OS

Program number: 5655-RA1

Entitlement identifier Description License option/Pricing metric
S018DX4 IBM Sterling Transformation Extender for z/OS Basic OTC, Per MSU-day TUC

Translation from MSUs to Value Units

  MSUs Value Units/MSU
Base 1-3 1.00
Tier A 4-45 0.45
Tier B 46-175 0.36
Tier C 176-315 0.27
Tier D 316 or greater 0.20

To order, specify the program ID number and the appropriate license or charge option. To suppress shipment of media, select the license-only option in CFSW.

Program name: IBM Sterling Transformation Extender for z/OS

Program ID: 5655-RA1

Entitlement identifier Description License option/Pricing metric
S018DX4 IBM Sterling Transformation Extender for z/OS Use-Based License One-Time Charge Value Units
    MultiVersion Measurement No Charge Value Units
Orderable supply ID Language
S018DX5 Multilingual

You choose the delivery method when you order the software. IBM recommends internet delivery. However, if you still require physical media, you can choose DVD.

Subscription and Support Program ID: 5655-R97

Entitlement identifier Description License option/Pricing metric
S017XJ4 IBM Sterling Transformation Extender for z/OS S&S Decline Subscription and Support No Charge Value Units
    MultiVersion Measurement S&S No Charge Value Units
    SW Subscription and Support Annual Support Charge Value Units
    SW Subscription and Support Monthly Support Charge Value Units
    SW Subscription and Support Registration No Charge Per MSU
Orderable supply ID Language
S017XJ2 Multilingual


Subscription and Support

To receive voice technical support via telephone and future releases and versions at no additional charge, Subscription and Support must be ordered. The capacity of Subscription and Support (Value Units) must be the same as the capacity ordered for the product licenses.

To order, specify the Subscription and Support program ID referenced above and the appropriate license or charge option.

IBM is also providing Subscription and Support for these programs with a separately purchased offering under the terms of the IBM International Agreement for Acquisition of Software Maintenance. This offering:

  • Includes and extends the support services provided in the base support to include technical support by telephone.
  • Entitles you to future releases and versions, at no additional charge. Note that you are not entitled to new programs.

When Subscription and Support is ordered, the charges will automatically renew annually unless canceled by you.

The combined effect of the IPLA license and the Agreement for Acquisition of Software Maintenance gives you rights and support services comparable to those under the traditional ICA IBM Z license or its equivalent. To ensure that you continue to enjoy the level of support you are used to in the ICA business model, you must order both the license for the program and the support for the selected programs at the same Value Unit quantities.

Customized Offerings

Product deliverables are shipped only through CBPDO and ServerPac. These customized offerings are offered for internet delivery. For more details on Internet delivery, go to the Help section on the Shopz website.

IBM recommends internet delivery. However, if you still require physical media, you can choose DVD.

Many products can be ordered in ServerPac the month following their availability in CBPDO. z/OS can be ordered through CBPDO and ServerPac on the planned availability date. Many products will also be orderable in a ServerPac without also having to order the z/OS operating system or subsystem.

Shopz and CFSW will determine the eligibility based on product requisite checking. For more details on the ServerPac, go to the Help section on the Shopz website.

Production of software product orders will begin on the planned availability date.

  • CBPDO shipments will begin within 3 business days after the planned availability date.
  • ServerPac availability and shipments will begin within 3 - 4 weeks after the planned product availability date due to additional customization and data input verification.


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Terms and conditions

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The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.

Licensing

IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use.

Software Maintenance

The following agreement applies for Software Subscription and Support (Software Maintenance) and does not require client signatures:

  • IBM Agreement for Acquisition of Software Maintenance (Z125-6011)
  • IBM Agreement for Acquisition of Software Maintenance (JNTC-6011)
  • IBM Agreement for Acquisition of Software Maintenance (IAAS305 or others)
  • Exhibit for IBM Agreement for Acquisition of Software Maintenance (IAAS400)

These programs are licensed under the IBM International Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.

IBM Z Operational Support Services - SoftwareXcel is an option if you desire added services.

License Information number

The following License Information document applies to the offering in this announcement:

Program identifier License Information document title License Information document number
5655-RA1 IBM Sterling Transformation Extender for z/OS L-MTAE-C7AJZ3

Follow-on releases, if any, may have updated terms. See the License Information documents website for more information.

Limited warranty applies

Yes

Limited warranty

IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.

IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, see the IBM Support Guide.

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Program technical support

Enhanced support

Technical support of a program product version or release will be available for a minimum of five years from the planned availability date, as long as your Software Subscription and Support is in effect.

This technical support allows you to obtain assistance (by telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Subscription and Support also provides you with access to updates (modifications or fixes), releases, and versions of the program. You will be notified, through an announcement letter, of discontinuance of support with 12 months' notice.

If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee.

For additional information on the IBM Software Support Lifecycle Policies, see the Standard and enhanced IBM software support lifecycle policies website.

Money-back guarantee

If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.

For clarification, note that for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.

Volume orders (IVO)

No

Passport Advantage applies

No

Software Subscription and Support applies

Yes. During the Software Subscription and Support period, for the unmodified portion of a program, and to the extent problems can be recreated in the specified operating environment, IBM will provide the following:

  • Defect correction information, a restriction, or a bypass.
  • Program updates: Periodic releases of collections of code corrections, fixes, functional enhancements and new versions and releases to the program and documentation.
  • Technical assistance: A reasonable amount of remote assistance by telephone or electronically to address suspected program defects. Technical assistance is available from the IBM support center in the organization's geography.

Additional details regarding Technical Assistance, which includes IBM contact information, are provided in the IBM Support Guide.

Software Subscription and Support does not include assistance for:

  • The design and development of applications.
  • Your use of programs in other than their specified operating environment.
  • Failures caused by products for which IBM is not responsible under the IBM Agreement for Acquisition of Software Maintenance.

Software Subscription and Support is provided only if the program is within its support timeframe as specified in the Software Support Lifecycle policy for the program.

For operating system software, the revised IBM Operational Support Services - SoftwareXcel offering will provide support for those operating systems and associated products that are not available with the Software Subscription and Support (Software Maintenance) offering.

This will ensure total support coverage for your enterprise needs, including IBM and selected non-IBM products. For complete lists of products supported under both the current and revised offering, go to the Supported product list website.

IBM Operational Support Services - SoftwareXcel

Yes

Variable charges apply

Yes

Educational allowance available

Yes. A 15% education allowance applies to qualified education institution clients.

Multi-Version Measurement

Multi-Version Measurement (MVM) replaces the previously announced Migration Grace Period time limit of six months and allows unlimited time for clients to run more than one eligible version of a software program. Clients may run multiple versions of a program simultaneously for an unlimited duration during a program version upgrade. Clients may also choose to run multiple versions of a program simultaneously for an unlimited duration in a production environment. MVM does not extend support dates for programs withdrawn from service.

For more information about MVM, including requirements for qualification, see the MVM web page. For a list of eligible programs, see the IPLA Execution-Based web page.

Sub-capacity terms and conditions

For each IBM Z IPLA program with Value Unit pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Your required license capacity is based upon the following factors:

  • The IBM Z IPLA program you select.
  • The applicable Value Unit Exhibit.
  • The applicable terms.
  • Whether your current mainframes are full capacity or sub-capacity.

For more information on the Value Unit Exhibit for the IBM Z IPLA program you selected, see the Ordering information section.

Program number Program name Terms Parent, if applicable
5655-RA1 IBM Sterling Transformation Extender for z/OS Execution based Not applicable
Full-capacity mainframes

In cases where full capacity is applicable, the following terms apply.

Execution-based, z/OS-based, full machine-based: The required capacity of an IBM Z IPLA program with these terms equals the MSU-rated capacity of the machines where the IBM Z IPLA program executes.

For more information on mainframe MSU-rated capacities, go to the IBM Z software pricing resources webpage.

Reference-based: The required license capacity of a IBM Z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program.

Sub-capacity mainframes

In cases where sub-capacity is applicable, the following terms apply.

Execution-based: The required capacity of an IBM Z IPLA sub-capacity program with these terms equals the capacity of the LPARs where the IBM Z IPLA program executes.

z/OS-based: The required license capacity of an IBM Z IPLA program with these terms equals the license capacity of z/OS on the machines where the IBM Z IPLA program executes.

Reference-based: The required license capacity of an IBM Z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program.

Full machine-based: The required license capacity of an IBM Z IPLA program with full machine-based terms equals the MSU-rated capacity of the machines where the IBM Z IPLA program executes.

For more information on mainframe MSU-rated capacities, see the IBM z Systems® Machines Exhibit , Z125-3901, or see the Exhibits section on the IBM Z software pricing resources webpage.

IBM Z IPLA sub-capacity programs with reference-based terms add value to the parent program across the environment, regardless of where in the environment the IBM Z IPLA program executes.

An environment is defined as either a single or stand-alone machine or a qualified Parallel Sysplex®. You may have one or more different environments across the enterprise. To determine the required license capacity for each IBM Z IPLA program with referenced-based terms, each environment should be assessed separately.

When an IBM Z IPLA sub-capacity program with reference-based terms is used in a qualified Parallel Sysplex environment, the required license capacity of the IBM Z IPLA program must equal the license capacity of the parent program across the Parallel Sysplex. Qualified Parallel Sysplex refers to one where MLC pricing is aggregated across the sysplex.

Sub-capacity eligibility

To be eligible for sub-capacity charging on select IBM Z IPLA programs, you must first implement and comply with all terms of one of the following:

  • Sub-capacity Workload License Charges (WLC)
  • Sub-capacity Entry Workload License Charges (EWLC)
  • Sub-capacity Advanced Workload License Charges (AWLC)
  • Sub-capacity Advanced Entry Workload License Charges (AEWLC)

To implement sub-capacity WLC, EWLC, AWLC, or AEWLC, a machine must be an IBM Z (or equivalent). On that machine:

  • All instances of the OS/390® operating system must be migrated to the z/OS operating system.
  • Any licenses for the OS/390 operating system must be discontinued.
  • All instances of the z/OS operating systems must be running in z/Architecture® (64-bit) mode.

For that machine, you must create and submit a Sub-Capacity Report to IBM each month. Sub-Capacity Reports must be generated using the Sub-Capacity Reporting Tool (SCRT). For additional information or to obtain a copy of SCRT, go to the IBM Z software pricing tools webpage.

You must comply with all of the terms of the WLC or EWLC offering, whichever is applicable:

  • The complete terms and conditions of sub-capacity WLC are defined in the IBM Customer Agreement - Attachment for z Systems® Workload License Charges (Z125-6516).
  • The complete terms and conditions for sub-capacity EWLC are defined in the IBM Customer Agreement - Attachment for EWLC, TWLC, zELC, and z/OS.e License Charges (Z125-6587).

You must comply with all of the terms of the AWLC or AEWLC offering, whichever is applicable:

  • The complete terms and conditions for AWLC are defined in the IBM Customer Agreement - Attachment for IBM System z® Advanced Workload License Charges (Z125-8538).
  • The complete terms and conditions for AEWLC are defined in the IBM Customer Agreement - Attachment for IBM System z Advanced Entry Workload License Charges (Z125-8755).

Additionally, you must sign and comply with the terms and conditions specified in the amendment to the IPLA contract - IBM Amendment for IBM System z Programs Sub-Capacity Pricing (Z125-6929). Once the amendment is signed, the terms in the amendment replace any and all previous IBM Z IPLA sub-capacity terms and conditions.

Sub-capacity utilization determination

Sub-capacity utilization is determined based on the product's own execution as reported to IBM in accordance with the requirements for reporting sub-capacity utilization for products.

On/Off CoD

To be eligible for On/Off CoD pricing, you must be enabled for temporary capacity on the corresponding hardware, and the required contract, Attachment for IBM System z On/Off Capacity on Demand (Z125-7883) must be signed prior to use.



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Statement of good security practices

Top rule

IT system security involves protecting systems and information through intrusion prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a regulatory compliant, comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective.

Important: IBM does not warrant that any systems, products, or services are immune from, or will make your enterprise immune from, the malicious or illegal conduct of any party.



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Prices

Top rule

For all local charges, contact your IBM representative.

Variable charges: The applicable processor-based one-time charge will be based on the group of the designated machine on which the program is licensed for use. If the program is designated to a processor in a group for which no charge is listed, the charge of the next higher group listed applies. For movement to a machine in a higher group, an upgrade charge equal to the difference in the then-current charges between the two groups will apply. For movement to a machine in a lower group, there will be no adjustment or refund of charges paid.

IBM Global Financing

IBM Global Financing offers competitive financing to credit-qualified clients to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all client segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or go to the IBM Global Financing website for more information.

IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government clients. Rates are based on a client's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.

Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, can help accelerate implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Financing is available worldwide for credit-qualified clients.



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Regional availability

Top rule

American Samoa, Guam, Marshall Islands, Federated States of Micronesia, Northern Mariana Islands, Palau, Puerto Rico, United States, and US Virgin Islands

Trademarks

Sterling, IBM Security and IBM Garage are trademarks of IBM Corporation in the United States, other countries, or both.

IBM Sterling, z/OS, IBM, Passport Advantage, Power, IBM Z, IBM Research, IBM Watson, IBM Cloud Pak, QRadar, Resilient, i2, Guardium, MaaS360, IBM Services, IBM z Systems, Parallel Sysplex, OS/390, z/Architecture, z Systems and System z are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft is a trademark of Microsoft Corporation in the United States, other countries, or both.

Connect:Direct is a registered trademark of IBM International Group B.V., an IBM Company in the U.S. and other countries.

The registered trademark Linux® is used pursuant to a sublicense from the Linux Foundation, the exclusive licensee of Linus Torvalds, owner of the mark on a world­wide basis.

Other company, product, and service names may be trademarks or service marks of others.

Terms of use

IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at

Terms of use

For the most current information regarding IBM products, consult your IBM representative or reseller, or go to the IBM worldwide contacts page

IBM United States