Checklist for Db2 Automation Expert customization tasks
The following checklist lists and describes each significant customization step. Use this checklist to guide you through the entire customization process.
| Task | Link to detailed instructions | Status |
|---|---|---|
| Tools Customizer basics | ||
| Before you begin the customization process, familiarize yourself with Tools Customizer terminology, data sets, and other basic information about Tools Customizer. | Tools Customizer terminology and Data sets that Tools Customizer uses during customization | |
| Software requirements | ||
| Verify that your environment meets the minimum software requirements. To install and use Db2® Automation Expert, your environment must be running a supported version of the z/OS operating system and of Db2 for z/OS. Additionally, ensure all maintenance has been applied when performing an upgrade. | Verify that your environment meets software requirements | |
| SMP/E installation | ||
| Verify that Tools Customizer for z/OS has been installed correctly. Tools Customizer for z/OS is installed by using standard SMP/E processing. | Verify that the software has been successfully installed | |
| Verify that Db2 Automation Expert has been installed correctly. Db2 Automation Expert is installed by using standard SMP/E processing. | Verify that the software has been successfully installed | |
| Security requirements | ||
| Confirm that you have the required authorizations to use Db2 Automation Expert. | Verify security requirements | |
| Authorize the FEC$TSOC program | ||
| You must add the program FEC$TSOC to the AUTHPGM and AUTHTSF sections of member IKJTSO00 in SYS1.PARMLIB. | Authorize the FEC$TSOC program | |
| Set the MEMLIMIT parameter | ||
| Db2 Automation Expert requires sufficient storage above the bar. | Set the MEMLIMIT parameter | |
| Add the IEFACTRT exit to the SMFPRMxx member of SYS1.PARMLIB | ||
| The IEFACTRT exit is required for successful operation of the execution reports facility. | Add the IEFACTRT exit to the SMFPRMxx member of SYS1.PARMLIB | |
| Create an active WLM environment for integration with maintenance windows | ||
| To use the maintenance windows feature of Db2 Automation Expert, the stored procedures that are created during customization must be associated with an active Workload Manager (WLM) environment. | Create an active WLM environment | |
| Apply all maintenance before migrating from Db2 Automation Tool V4.3 | ||
| If you plan to migrate from Db2 Automation Tool V4.3 to Db2 Automation Expert 1.1, all current maintenance must be applied to Db2 Automation Tool V4.3 before beginning the customization process. | Migrating from IBM Db2 Automation Tool for z/OS 4.3 | |
| Gather data set names | ||
| During the customization process, you must specify data set names for Tools Customizer, Db2 Automation Expert, and several other items. | Worksheets: Gathering required DD names | |
| APF authorization | ||
APF authorize the following data sets:
|
APF authorizing load libraries | |
| Gather parameter values | ||
| During the customization process, you must specify parameter values for Db2 Automation Expert, for Db2, and for your LPAR. | Worksheets: Gathering parameter values for Db2 Automation Expert | |
| Customize Db2 Automation Expert | ||
|
Start Tools Customizer by running a REXX EXEC from the ISPF Command Shell panel. |
Starting Tools Customizer | |
|
Set up Tools Customizer user settings. If you are running Tools Customizer for the first time, you must modify several user settings to suit your environment. Otherwise, if the user settings that you have already established are still appropriate, skip this step. |
Modifying Tools Customizer user settings | |
|
Complete the steps in the appropriate customization roadmap based on the type of customization that you are performing. |
||
|
Customizing Db2 Automation Expert for the first time Follow this roadmap if you do not have a customized version of Db2 Automation Expert, and you need to customize it for the first time. |
Roadmap: Customizing Db2 Automation Expert for the first time | |
|
Customizing a different version of Db2 Automation Expert Follow this roadmap if you previously customized a version of Db2 Automation Expert and you want to use the same parameter values to customize a different version. |
Roadmap: Customizing a new version of Db2 Automation Expert from a previous customization | |
|
Recustomizing Db2 Automation Expert Follow this roadmap if you already customized Db2 Automation Expert but want to change one or more parameter values. |
Roadmap: Recustomizing Db2 Automation Expert | |
| Creating multiple configurations of Db2 Automation Expert | ||
| You can create multiple configurations of Db2 Automation Expert on the same subsystem. For example, you can have a test and a production version of Db2 Automation Expert on the same subsystem. Follow the instructions in the topic to create multiple configurations. | Creating multiple configurations of Db2 Automation Expert | |
| Additional customization instructions | ||
| If you customized Db2 Automation Tool 4.3 skeletons , apply the same customizations to the new Db2 Automation Expert skeletons that were created during configuration. | n/a | |