Roadmap for upgrading to the latest release of Z Operational Log and Data Analytics

Getting Z Operational Log and Data Analytics up and running involves a sequence of tasks that might be best performed by people in different roles. This roadmap summarizes the user roles and the basic tasks needed for upgrading to the latest release of Z Operational Log and Data Analytics.

Roadmap components

The roadmap for upgrading to the latest release of Z Operational Log and Data Analytics includes the following major components:

Sequence

Prescribes the order in which a task should be performed in the overall sequence.

Task and instruction

Specifies the name of a task in the sequence and links to step-by-step instructions for performing the task.

Priority

Specifies whether a task is required, optional, or conditional.

Phase

Indicates the phase of a task, which can be planning, installation, configuration, administration, or operation.

IT role

Suggests the IT role responsible for performing a particular task.

IT role	Job description
z/OS® system programmer	Maintain z/OS systems Complete SMP/E and Program Directory activities
Linux® system administrator	Verify system requirements and prepare software prerequisites Install and configure software to keep it up and running Maintain system security

General upgrade strategy

First, upgrade the components on distributed systems, and then upgrade the Z Common Data Provider on z/OS. Older versions of Z Common Data Provider can continue to send data to newer versions of the distributed code, so upgrades can be staged around the distributed enterprise.
Z Common Data Provider can run at different levels on different z/OS systems so upgrades can be staged across the z/OS enterprise.
The Configuration Tool must match the level of Z Common Data Provider code that the created policy is used on. To ensure that you can still work with older policy files, you should create a separate installation of the Configuration Tool for each version of the Z Common Data Provider running in your environment.

Upgrading from IBM® Z Common Data Provider 2.1 to IBM Z Operational Log and Data Analytics

Sequence	Task and instructions	Priority	Phase	IT role
Step 1	Deploy the Z Data Analytics Platform or deploy applications on the Elastic Stack or Splunk Deploying the Z Data Analytics Platform and the common services: Use the included analytics platform for analysis Deploying the IBM Z Operational Log and Data Analytics application on the Elastic Stack platform: Use the third-party Elastic Stack platform for analysis Deploying the IBM Z Operational Log and Data Analytics application on the Splunk platform: Use the third-party Splunk platform for analysis	Required	Installation and configuration	Linux system administrator
Step 2	Upgrading the Z Common Data Provider Upgrading the Configuration Tool Important: IBM Z® Operational Log and Data Analytics provides new data streams for raw data and curated data, which replace the original data streams for the Z Common Data Provider and IBM Z Operations Analytics. You must follow the steps to upgrade the Configuration Tool and ensure the latest configuration files are copied to the working directory for the Configuration Tool; otherwise, the Configuration Tool cannot work properly. Upgrading user exit for collecting z/OS SYSLOG from Z Common Data Provider 2.1.0 to 5.1 Upgrading SMF user exit for collecting SMF records from Z Common Data Provider 2.1.0 to 5.1.0	Required	Upgrading	z/OS system programmer

Upgrading from IBM Z operational analytics products 4.1 to IBM Z Operational Log and Data Analytics

Sequence	Task and instructions	Priority	Phase	IT role
Step 1	Deploy the Z Data Analytics Platform or upgrade applications on the Elastic Stack or Splunk Deploying the Z Data Analytics Platform and the common services: Use the included analytics platform for analysis Upgrading the support for the Elastic Stack: Use the third-party Elastic Stack platform for analysis Upgrading the support for Splunk: Use the third-party Splunk platform for analysis	Required	Upgrading	Linux system administrator
Step 2	Upgrading the Z Common Data Provider Upgrading the Configuration Tool Important: IBM Z Operational Log and Data Analytics provides new data streams for raw data and curated data, which replace the original data streams for the Z Common Data Provider and IBM Z Operations Analytics. You must follow the steps to upgrade the Configuration Tool and ensure the latest configuration files are copied to the working directory for the Configuration Tool; otherwise, the Configuration Tool cannot work properly. Upgrading user exit for collecting z/OS SYSLOG from Z Common Data Provider 2.1.0 to 5.1 Upgrading SMF user exit for collecting SMF records from Z Common Data Provider 2.1.0 to 5.1.0	Required	Upgrading	z/OS system programmer

Upgrading from earlier releases of IBM Z Operational Log and Data Analytics to the latest release

Sequence	Task and instructions	Priority	Phase	IT role
Step 1	Upgrading the components on distributed systems Upgrading the Z Data Analytics Platform and the common services Upgrading the support for the Elastic Stack Upgrading the support for Splunk	Required	Upgrading	Linux system administrator
Step 2	Upgrading the Z Common Data Provider	Required	Upgrading	z/OS system programmer