Site planning checklist

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The following checklist identifies installation tasks and responsibilities sequentially, and is designed for new installations. If you have to renovate your site, you may need a longer planning cycle.

Checkpoint 1 - Overview and Configuration

Table 1. Overview and Configuration planning tasks
Task # Planning Task Additional Detail Assignee Status
1 Have the system installation focal points been identified?

Roles must be defined for IBM, Client, and if necessary the Business Partner.

 All parties involved (IBM, Client, and IBM Business Partner) should understand each other’s roles and expectations. If these relationships are not established by a formal contract, expectations should be documented in letters of understanding.
Examples of the roles are:
  1. Installation Team
  2. Configuration and/or Solution Design
  3. Contracts focal point
  4. and more...
    
2 Have the appropriate personnel obtained an IBM Registration ID (IBMid) in order to access IBM Resource Link? IBM Resource Link ID is used for items like Capacity Upgrades, Capacity on Demand, Customized Planning Aids, and more.

After obtaining the IBMid at https://www.ibm.com/account/reg/us-en/signup?formid=urx-19776, log into Resource Link at http://www.ibm.com/support/resourcelink for access to aforementioned tools.

Note: All of other product documentation can be found on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?.
    
3 Which sizing tools and methodologies were used to determine the required processor model?
  • IBM Z Processor Capacity Reference (zPCR)
  • IBM zCP3000
  • Independent Client Capacity Planning Study
  • None
 IBM recommends the use of an appropriate tool to validate the processor model.

IBM requires the zPCR for capacity planning, but recommends a zCP3000 study for sizing new systems.

    
4 Has the Driver 61 Customer Exception Letter been reviewed? For any restrictions impacting the installation of the system, review the Driver 61 Customer Exception Letter available under IBM Systems Hardware on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?. Take action as needed.    
5 Are the contractual requirements associated with the IBM Z or IBM LinuxONE acquisition in place and agreed upon? To avoid delays in shipment and installation of an IBM Z or IBM LinuxONE system, it is pertinent that all contractual requirements for the installation, maintenance and software have been reviewed and agreed upon by all parties.    
6 Is there a plan in place to discontinue maintenance contracts for the equipment being displaced? Review all maintenance contracts for displaced equipment and plan when to cancel them.    

Checkpoint 2 - Software and Operating System

Table 2. Software and Operating System planning tasks
Task # Planning Task Additional Detail Assignee Status
7 Have the operating systems that are intended to run on the system been verified as supported? Supported Operating Systems:
  • z/OS V3.2 with PTFs
  • z/OS V3.1 with PTFs
  • z/OS V2.5 with PTFs for toleration only, Extended Support Required
  • z/OS V2.4 with PTFs for toleration only, Extended Support Required after Sept 2024
  • z/VM 7.5 with PTFs
  • z/VM 7.4 with PTFs
  • z/VM 7.3 with PTFs
  • VSEn V6.4 – 21st Century Software
  • VSEn V6.3 – 21st Century Software
  • z/TPF 1.1 with PTFs

For Linux distributions, see https://www.ibm.com/support/pages/node/6191619.

Ensure all toleration support is installed. If necessary, verify with your ISVs for any software licensed by system machine type and serial number to obtain keys needed to support the system.

    
8 Have CPU Measurement Facility (CPUMF) Counters (SMF-113) been enabled and continuously run on the current processor(s), prior to being migrated to a new server? After migration to the new server, validation of installed capacity requires CPUMF Counter (SMF-113) data. Both “Before” and “After” CPUMF Counters data will be critical. Ensure the CPUMF Counters data is captured and kept for analysis. For z/VM, “Before” and “After” peak hour data must be written to disk.

For more information, see https://www.ibm.com/support/pages/node/6354583.

    
9 Have the High Frequency Throughput Statistics (SMF 98) records been enabled? It is a recommended best practice to have the High Frequency Throughput Statistics (SMF 98) records as they can help with problem determination for performance concerns.

The SMF 98 records should be kept from both before and after the migration.

    
10 Will the system installation include use of IBM z/OS Container Extensions (zCX)? The IBM Container Hosting Foundation for z/OS, a z/OS software product (5655-HZ1) that satisfies licensing for the enablement zCX, must be ordered or already in place.

For more information, see https://www.ibm.com/docs/en/zos/3.2.0?topic=zcx-requirements.

    
11 Will the system installation include any home-grown High Level Assembler (HLASM) applications with system-level routines that use macros, the names of which may conflict with HLASM mnemonics for the new system hardware instructions? System-level routines that use macros may conflict with HLASM mnemonics for the new system hardware instructions. IBM recommends review of support document at https://www.ibm.com/support/pages/tool-compare-ibm-z16-instruction-mnemonics-user-macro-libraries.

This is an "as is" tool to help identify conflicts. This program is intended to be run against “Client specific” maclibs.

    

Checkpoint 3 - Virtual Flash Memory

Table 3. Virtual Flash Memory planning tasks
Task # Planning Task Additional Detail Assignee Status
12 Will the system installation implement Virtual Flash Memory (VFM)? Each feature of VFM equates to set amount of memory and that increment can changed from generation.
VFM supports the following use cases:
  • Large Page/Db2/Java™
  • Market open transitions
  • SVC and SA Dumps
  • Validated Boot for z/OS
    
13 Is there a plan or intention to implement Validated Boot for z/OS with this system? Validated boot for z/OS requires that Pageable link pack area (PLPA)/Common paging be implemented on VFM to use the enforce mode. Without VFM clients will only be able to use audit mode.    

Checkpoint 4 - Sysplex

Table 4. Sysplex planning tasks
Task # Planning Task Additional Detail Assignee Status
14 Will any of the systems being ordered participate in a Sysplex? For recommended coupling facility control code levels (CFCC) and required driver/bundle levels for the hardware, review the Driver 61 Customer Exception Letter available under IBM Systems Hardware on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?.
Note: Systems can only participate in a sysplex with systems from the previous two generations (n-1, n-2).
    
15 Has the appropriate amount of memory been considered for the CFCC memory and structure size increases associated with a new level of CFCC? IBM recommends use of the CFSIZER tool to evaluate estimated memory requirements for resizing structures in the coupling facility (CF) partitions as part of the CF level upgrade.

A CF at that new level must be installed and accessible, which isn’t always feasible. An alternate method can be found at https://www.ibm.com/support/pages/cfsizer-alternate-sizing-techniques.

CF Sizing capability can be found in z/OSMF Coupling Facility Resource Management (CFRM) Policy Editor, in Sysplex Management.

    
16 Will the system installation include a hard coded value for the optional HWNAME parameter? The HWNAME in the Load member should match the hardware processor name in the IODF. For more information, review z/OS MVS Initialization and Tuning Reference available on IBM Documentation at https://www.ibm.com/docs/en/SSLTBW_3.2.0/com.ibm.zos.v3r2.ieae200/abstract.htm.

HWNAME (and LPARNAME and VMUSERID) are used as “filtering” controls in LOADxx parmlib members. If the customer uses such filtering, then the CEC, LPAR, and guest name must match what’s coded in LOADxx, or the subject LOADxx statements will simply be ignored.

    
17 Will the installation be implementing a Sysplex between two (or more) systems? IBM recommends that the LSYSTEM parameter be coded with a Client-specific name. If the LSYSTEM parameter is changed during an upgrade, the remote systems at the other end of an ICA SR or CE LR connection may need to be updated to reflect changes.

For more information, see z/OS MVS Setting Up a Sysplex available on IBM Documentation at https://www.ibm.com/docs/en/SSLTBW_3.2.0/com.ibm.zos.v3r2.ieaf100/abstract.htm.

Coupling Express LR adapters have higher latency than Integrated Coupling Adapter 2.0 (ICA SR2.0) adapters. Use ICA SR2.0 adapters unless distance requirements necessitate Coupling Express LR adapters.

    
18 Does the system installation plan include updating the CFRM policies for the sysplex(s) migrating to the new system? New CFRM policies should be created to reflect any changes to the system name, partition identifier, or structures planned as part of the migration.    

Checkpoint 5 - Capacity on Demand (CIU, CBU, On/Off CoD)

Table 5. Sysplex planning tasks
Task # Planning Task Additional Detail Assignee Status
19 Will the system installation include an upgrade that potentially increases processor capacity using any of the IBM Capacity On Demand (CoD) offerings? Review the Capacity on Demand User’s Guide available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?.

Any time that the System Capacity is altered, there is a potential impact on Contractual agreements with IBM and ISV Software . Please ensure the system environment is set up to use the additional capacity.

For example, activation of On/Off Capacity on Demand (OOCoD) would incur charges for additional maintenance.

    
20 Will the system installation include installing and/or the removing of Capacity on Demand records? The installation plan should includes steps to download any required CoD records to the new system.
  • For a system that is being upgraded that has CoD records, there should be steps to remove CoD records from any machines being displaced.
  • For an MES frame roll, the records will carry forward to the new system. However, the records must be installed on the existing system to carry over. Staged records will not carry over.

Download the On/Off CoD records from IBM Resource Link (https://www.ibm.com/support/resourcelink/) that will be used on the new system.

    
21 Has the appropriate IBM representative informed the Solutions Technical Support team about any system(s) being displaced which were enabled for on-line buying? The appropriate IBM representative should create a request in EngageSupport identifying the old machine type and serial number that was enabled for on-line buying and the replacement machine type and serial number.

During a Technology Exchange or Migration Offering upgrade, Resource Link does not automatically get notified. An email to Q2C is required to identify the old machine type and serial number that was enabled for on-line buying, and the replacement machine type and serial number. Q2C will then create the profile for the machine. This only applies if the machine has the on-line buying feature enabled (FC 9900).

    
22 Will the system installation implement Flexible Capacity for Cyber Resiliency? Implementing Flexible Capacity requires site-wide planning to correctly set capacity levels on each system in the enterprise. When using Flexible Capacity, be aware to only turn the system down to the ordered active capacity and up to the active capacity plus any capacity in the Flexible Capacity record.

Be aware that there are ramifications for activating multiple capacity records. It may be possible that there are not enough PUs available to complete a request. For example OOCoD activation range is based on the active capacity of the system, which can be altered by Flexible Capacity for Cyber Resiliency.

    

Checkpoint 6 - Spyre Considerations

Table 6. Spyre planning tasks
Task # Planning Task Additional Detail Assignee Status
23 Does the configuration have IBM Spyre AI Accelerator (FC 0463) or IBM Spyre AI Reserve Slot (FC 0061) ordered? Verify that this order includes the required hardware. IBM Spyre AI Accelerator adapters require:
  • At least 2 IFLs
  • 116 GB of memory
  • 150 GB of storage
  • 3 LPAR slots with network and FICON adapters assigned
    
24 Is there a plan in place to deploy the required Secure Service Containers (SSCs) for Spyre adapter operation? Per datacenter with Spyre adapters:
  • 1 SSC with Appliance Control Center (ACC). The ACC simplifies installation, control, and maintenance of software appliances, such as the Spyre Support Appliance (SSA), on IBM Z and LinuxONE servers.
Per system with Spyre adapters:
  • 2 SSCs with Spyre Support Appliance (SSA). The SSA manages, monitors, and diagnoses Spyre adapters, continuously monitoring all connected adapters to maintain efficiency and enable proactive error handling.
    
25 Have the minimum software requirements for implementation of Spyre adapters been identified and confirmed? Verify that all operating systems intended for use with Spyre adapters are updated to supported levels and that all required software licenses are obtained.    

Checkpoint 7 - FICON Considerations

Table 7. FICON related planning tasks
Task # Planning Task Additional Detail Assignee Status
26 Will the system install include FICON adapters? IBM recommends evaluating compatibility of the new system FICON optics with the equipment that is in place. Each FICON optic has the ability to auto negotiate to slower speeds depending on the generation of FICON Technology. For example, the FICON Express32s can auto negotiate to 16 GbE and 8GbE but not slower.    
27 Will the system install include Fiber Channel (FCP)? Feature Code 0099 (FC 9900) can be ordered to help with the migration of World Wide Port Numbers (WWPNs) by providing the I/O serial number part of WWPN Persistence. This will require you to export the old WWPNs from a previous system and import the WWPNs into the new system.

For more information, see https://www.ibm.com/support/pages/node/5695785.

    
28 Have all FICON directors/switches that will be attached to the system been qualified as supported on the system (including their firmware levels)? IBM recommends that all FICON directors/switches and their associated firmware levels (to be attached to the system) are qualified as supported. This may require updates of switch firmware and/or hardware.

For more information, see https://www.ibm.com/support/pages/switches-and-directors-qualified-ibm-zsystems-ficon-and-fcp-channels.

    
29 Will the system installation include FICON Express32S LX (FC 0461) running at 32 Gbps speed? Support for the FICON Express32S LX running at 32 Gbps speed has a point-to-point (unrepeated) distance limit of 5 km. This is specific to this adapter.    
30 Will the system installation implement IBM Fiber Channel Endpoint Security? IBM released a statement of direction indicting that with the next IBM Z System, IBM Fiber Channel Endpoint Security (IFCES) will be required for all FICON communication , as well as requiring all Storage vendors to support IFCES on Storage systems made generally available after December 31, 2024. For more information, see https://www.ibm.com/docs/en/announcements/z-linuxone-2q-2024-statement-direction.

The solution requires a compatible storage control unit, as well as IBM Guardium Key Lifecycle Manager for key management, and an IBM Feature code associated with Endpoint Security Enablement. IBM recommends verification of the FICON Directors/switches in use (and their associated firmware levels) are qualified for use with the system and support FICON Dynamic Routing (FIDR).

Clients should check with their storage vendor to confirm support and implementation timelines.

    

Checkpoint 8 - Networking Considerations

Table 8. Networking related planning tasks
Task # Planning Task Additional Detail Assignee Status
31 Will the system installation include Networking Express or OSA Express adapters in the configuration? The optics on networking cards operate at a fixed speed and do not auto negotiate to slower speeds. This applies to OSA and Networking Express adapters (for example: system support precludes directly attaching 25 GbE to either 10GbE or GbE).    
32 Has the migration path from legacy OSD definitions to OSH definitions for Networking Express Adapters been reviewed? Review the migration steps for moving OSD to OSH CHPIDs. Migration considerations include:
  • HCD must be updated to include OSH and NETH definitions
  • z/OS requires updated CommServer parameters
  • Linux must migrate to NETH definitions
    
33 Will the system installation include Networking Express or OSA Express adapters with 25GbE optics? 25 GbE Networking cards require a technology known as forward error correction (FEC) to function. There are two FEC modes: Fire-Code and Reed-Solomon. Reed-Solomon is the required mode of operation for IBM Z. When connecting 25 GbE RoCE and OSA adapters to a Cisco switch, ensure the option to enable the switches to use “FEC RS-IEEE” is enabled. This will ensure the ports come online with the correct FEC mode in order to function.    
34 Does the system installation plan to implement Shared Memory Communications RDMA (SMC-R)? Shared Memory Communications Remote is achieved with the Network Express 10G and 25G adapters configured using the NETH function type. For z/OS this requires a networking connection of OSD or OSH to initialize communication (on the same VLAN). IBM recommends network connections are defined with redundancy.    
35 Will the system installation include an OSA-ICC connection (CHPID type OSC)? OSA-ICC Channels are only supported on OSA Express7S 1.2 GbE LX/SX and Networking Express SX/LX 1G adapters. For OSA-ICC connections the system can support the use of SSL for a secure connection with OSA-ICC.    
36 Will the system require the backup of any channel customization data from the machine being replaced? Channel customization data can be exported from a displaced system and restore to the system being installed, if necessary.    
37 Have the cabling requirements for the Integrated Network Adapter 100G (NVidia CX7) been reviewed? Review the requirements and receptacle types in Planning for Fiber Optic Links (FICON/FCP, Coupling Links, Open Systems Adapters, and zHyperLink Express) available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?topic=library-planning-fiber-optic-links.    

Checkpoint 9 - Crypto Considerations

Table 9. Crypto related planning tasks
Task # Planning Task Additional Detail Assignee Status
38 Is the CP Assist for Cryptographic Functions (CPACF) (FC 3863) included in the system order? Even if no Crypto feature is ordered, it is advisable to include this no-charge feature as some IBM products and ISVs require CPACF to be available.    
39 Are Crypto Express adapters being ordered with this system? IBM recommends redundancy when configuring the modes of crypto Hardware Security Modules (HSMs) present on the system to ensure that service operations can be performed without impacting running systems.    
40 Are you familiar with the use of master keys for Crypto? Clients are responsible for loading master keys to the new system once it is installed. This can be done through ICSF or a Trusted Key Entry (TKE) Workstation.

If the installation is a migration from an older platform, IBM recommends the use of ICSF Health Checks. This check will identify the existence of retained keys that are no longer supported and API calls that have been deprecated.

For this health check information, see z/OS Cryptographic Services ICSF Administrator's Guide available on IBM Documentation at https://www.ibm.com/docs/en/zos/3.2.0?topic=services-zos-cryptographic-icsf-administrators-guide.

    
41 Is the system utilizing User Defined Extension (UDX)? Contact the provider of the UDX for an updated version of the UDX before ordering a new server or before migrating or activating the UDX application.    
42 Will the system be implementing EP11 or PKCS #11 mode? A TKE workstation and TKE Smartcard Reader is required for EP11 mode.    
43 Is the client aware that some Cryptography solutions have compliance schedules that run outside of General Availability (GA) dates? FIPS and PCI Certification is done by outside authorities and IBM has no control over the certification schedule. The certification could be awarded significantly after the machine is generally available.

For more information, see https://www.ibm.com/docs/en/cryptocards.

    
44 Has the level of cryptographic support in software (ICSF) been verified and installed to support the functionality to be exploited, including other systems that share the key repositories (CKDS, PKDS or TKDS)? IBM recommends that the level of ICSF installed supports the functionality to be exploited, including other systems that share the key repositories (CKDS, PKDS or TKDS).    
45 Does the system installation include TKE? IBM recommends migrating TKE data from one TKE to another TKE, if needed. For Crypto Express migrations, there are wizards available in the "Configuration Migration Tasks" application. A video walk-through of the application can be found in the IBM Media Center at https://mediacenter.ibm.com/media/1_xd0juqn1.

Next level of support can be obtained by contacting IBM Expert labs. The service can be contacted at https://www.ibm.com/products/expertlabs.

    

Checkpoint 10 - Server Time Protocol (STP)

Table 10. STP planning tasks
Task # Planning Task Additional Detail Assignee Status
46 Will Server Time Protocol (STP) be implemented? The system requires two additional copper networking cables and two IP addresses for every system that is planned to be connected to a Network Timing Protocol (NTP) or Precision Time Protocol (PTP) server.    
47 Is the client familiar with how to assign and re-assign roles when making changes to a CTN? Members of a Coordinated Timing Network (CTN) can be assigned the role of Primary, Arbiter, Backup, and Not Configured. To perform a migration or disruptive action a systems role should be assigned to Not Configured.

For more information, see IBM Z Server Time Protocol Guide available at https://www.redbooks.ibm.com/abstracts/sg248480.html.

    
48 Has the client planned to implement n-mode power sensing? N-mode Power sensing can act if any power source detects a power cord or power side failure on the Current Time Server (CTS). If N-mode power detection is enabled, any power cord or power side failure on the Primary Time Server (PTS) or CTS sends a signal to the Backup Time Server (BTS) to indicate that an N-mode power event happened on the CTS. If the BTS does not receive a message back within 30 seconds that indicates that the PTS is again fully redundant, the BTS takes over the CTS role.

For more information, see IBM Z Server Time Protocol Guide available at https://www.redbooks.ibm.com/abstracts/sg248480.html.

    

Checkpoint 11 - Hardware Management Console (HMC) Considerations

Table 11. HMC planning tasks
Task # Planning Task Additional Detail Assignee Status
49 Is the planning complete for Hardware Management Appliance (HMA) and Support Element (SE) support requirements (including all local systems) as part of this installation? Clients must review and complete the Hardware Management Console and Support Element Network Information Worksheet available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?topic=library-hardware-management-console-support-element-network-information-worksheet prior to the installation of their system.

If upgrading a current HMA, make arrangements for the new driver level for this system. Arrangements should be in place to have all the network requirements available at the time of install for HMAs and SEs. Ensure at least one network interface that shares the same subnet for both discovery and HMA functionality.

Standalone HMCs, either tower or rack mount, cannot be upgraded to support a 9176 system. Only HMAs can be updated to support the 9176 system.

Details for network requirements can be found in Hardware Management Console and Support Element communications of this document.

For information regarding MCL Driver levels to support Sysplex Connectivity, review the Driver 61 Customer Exception Letter available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?.

    
50 Is there awareness of rules regarding HMC/SE roles and default password changes? Review users, roles and password changes in the Hardware Management Console Operations Guide to understand role and default password changes prior to installation. Clients should ensure that a Service password has been provided to the installing SSR on the day of installation.    
51 Is there a plan in place to ensure latest Driver and Machine Change Levels (MCLs) are installed on the system? IBM recommends a plan to stay current on service and engineering change updates. Quarterly updates are recommended.    
52 Will HMAs be ordered on this system? IBM recommends that each datacenter have no more than four HMAs. Each HMA feature code equates to two HMAs.

Each HMA will be able to support the previous two generation of systems.

    
53 Will Network boot for system recovery (FC 0846) be implemented as part of the installation? Before installing a new IBM system, the HMA must have the SE recovery code image available in the Recovery Image section of the manage console recovery task. The minimum requirement for Network Boot for system recovery (FC 0846) includes two HMAs at version 2.15.0 (or greater) on every unique network subnet where a Hardware Management Console, Support Element (SE), or Trusted Key Entry (TKE) workstation has been connected.

Before installing FC 0846, the network setup to support electronic code load must be complete. For machines that do not use media or do not have access to Remote Support Facility (RSF), the installation is not complete until an FTP has been configured.

    
54 Will the installation require IBM Service Support Remote Support Facility (RSF)? Make sure that the HMC network connections will meet RSF connectivity and bandwidth requirements. As of April 2023, there are new IP address requirements to set up RSF.

For more information, and a full description of RSF setup (including the required IP addresses), see Integrating IBM Remote Support into your Enterprise available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?.

    

Checkpoint 12 - Infrastructure

Table 12. Infrastructure planning tasks
Task # Planning Task Additional Detail Assignee Status
55 Have all required cables been identified and placed on order, if necessary? All cables are the responsibility of the client.

For more information, see Planning for Fiber Optic Links (FICON/FCP, Coupling Links, Open Systems Adapters, and zHyperLink Express) available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?topic=library-planning-fiber-optic-links, and IBM Z Connectivity Handbook available at https://www.redbooks.ibm.com/abstracts/sg245444.html.

    
56 Have all cables been labeled as required for installation? IBM recommends that all cables which connect to this system are properly identified and labeled. At a minimum, the labels should identify the PCHID (Physical Channel ID) number on the cables.    
57 Will Dense Wavelength Division Multiplexers (DWDM) be used for extension of coupling or storage links? IBM recommends review of the DWDM solutions that have been tested for use with IBM systems to ensure their hardware and firmware are qualified for the configuration, including Server Time Protocol (STP) for the given coupling link type.

For more information, see https://www.ibm.com/support/pages/node/6985961.

    
58 Have power feeds been correctly configured for redundancy to the Power Distribution Units (PDUs)? To take full advantage of the redundancy/reliability that is built into the system, make sure the server is powered from two distribution panels.

For more information, see Dual power installation.

    
59 Is there enough air conditioning and ventilation equipment installed to satisfy the cooling and airflow requirements for the system? All cooling requirements for the system are detailed in the IMPP. Clients should confirm all required cooling for the system is in place installation prior to system installation.    
60 Are there hot/cold aisle containment requirements in the data center? Plan placement of the system to ensure hot/cold aisle containment requirements are met. Reference the IMPP section for further details.    
61 Has the IBM Systems Environment Estimator Tool been run for the system installation? IBM recommends using the System Environmental Estimator Tool to generate a report of estimated power consumption and weight based on features configured.

For more information, see IBM Systems Environment Estimator.

    
62 Does the chosen location for system installation meet or exceed the requirements as listed in this document for space, floor loading, and service clearance? These specifications are subject to change from generation to generation. For specifics related to physical site requirements – space, floor loading, and service clearance – see Models and physical specifications.

Be certain that the raised floor on which the server will be installed can support this weight. Be aware of height and weight restrictions including the areas which the system will travel across to its final installation destination.

Additional floor stanchions may need to be added to support system weight.

    
63 Is there a plan for the system to acclimate to the installation environment? IBM recommends that all Server and storage equipment be acclimated to the surrounding environment before being powered on. Otherwise condensation can form on the server . IBM recommends that the shipping bag is to be left on the machine after it is delivered. The IBM SSR will remove it at the appropriate time. See table of recommended hours for the acclimation process in the IMPP.

For more information, see System acclimation.

    
64 Is there an onsite parts locker maintained by IBM? Engage the IBM SSR to evaluate including IBM Z spare parts with this installation to maintain site redundancy and serviceability requirements.    
65 Has the system been configured to accommodate future growth? If I/O drawers may be added in the future, configure the system with necessary Plan Ahead features and ensure cable lengths accommodate these features.
Note: Without Plan Ahead features, adding I/O drawers via MES will be disruptive.
    
66 Will the system installation include options to egress power or I/O cabling through the bottom of the system? To exit power or I/O cables through the bottom of the system the Bottom Exit Cabling feature (FC 5820) must be ordered. If this feature is not ordered, the system will ship with a factory-installed steel plate at the bottom of the system and cables will not be able to egress from the bottom of the frame. Client will required floor panels have access holes marked, cut, and set in place prior to delivery of the system.    
67 Are Fiber Quick Connect brackets and/or mounting hardware needed to secure internal optical trunk cables? Fiber Quick Connect Bracket and Mounting Hardware Key Up / Key Down (FC 5827) must be ordered in conjunction with Bottom Exit Cabling (FC 5820).

Fiber Quick Connect Bracket and Mounting Hardware Key Up / Key Down (FC 5824) must be ordered in conjunction with Top Exit Enclosure (FC 5823).

Fiber Quick Connect Bracket and Mounting Hardware Key Up / Key Up (FC 5826) must be ordered in conjunction with Top Exit Enclosure (FC 5823).

Note: Each of these features are factory installed and have a specified interconnect polarity in preparation for system field installation.
Note: The Fiber Quick Connect offering (FC 5827) no longer ships with cables, and any system that previously received cables from IBM, with this offering, will need to order them separately from a third-party vendor.
    
68 Have the appropriate Lift Tool (FC 3100) been ordered from IBM, and has the client obtained a compliant extension ladder meeting this document's specifications?
Note: Each datacenter requires both a lift tool and extension ladder for installation; IBM provides only the lift tool for order (FC 3100), while clients must obtain their own compliant ladder.
 For each machine ordered, verify that the Lift Tool (FC 3100) is included in the IBM order to ensure at least one lift tool per datacenter. Separately, confirm a compliant extension ladder meeting IMPP specifications is available or planned for each datacenter.

You must identify sufficient storage space for these items, as described in Lift Tool and Service Ladder storage.

    
69 Will non-IBM components be racked with the system? If non-IBM components will be racked with the system, note the following requirements:
  • Non-IBM equipment must use client-provided PDUs, not PDUs included in the order.
  • IBM system components must occupy contiguous rack space.
  • Consider thermal restrictions on IBM components when adding non-IBM peripherals.
    
70 Are there enough dedicated branch circuit connections for all of the power line cord / PDU feature codes in the system configuration? Details on electrical service requirements can be found in Power requirements. Power requirements of this document.

Clients should verify that all of the necessary power requirements are in place prior to the day of the install. Any missing branch circuit power connections will cause a delay in the installation.

    
71 Did a Qualified Electrical Worker (QEW) or equivalent personnel successfully complete the procedure, Dedicated branch circuit wiring verification before system power-on, in Chapter 5. Power requirements of this document? Performing this verification should prevent system damage by not connecting to the wrong 3-phase power type or to a miswired receptacle.    
72 Have the line cord requirements in this document been reviewed for new power cable requirements? Review the new power cabling requirements, including the 60 amp line cord:
  • 3-phase Delta (60A): FC 7971, 7977, 7980
  • 3-Phase WYE (30A): FC 7946, 7976, 7979
  • Single Phase (60A): FC 7981, 7982

For more information, see Power requirements.

   
73 Has the Earthquake Kit (FC 8014 or FC 8015) been ordered, if required? Order the Earthquake Kit (FC 8014 or FC 8015) feature if you require frame ruggedizing hardware to secure the frame and its contents from damages related to vibration and shock experienced in a seismic event.

FC 8014 is for raised floor environments. FC 8015 is for non-raised floor environments.

Note: If the Earthquake Kit feature is ordered, install the following at this time:
  • Raised floor (FC 8014): 4 eye bolts (per frame) in concrete floor
  • Non-raised floor (FC 8015): 8 anchors and 2 lock down plates (per frame) in concrete floor
    
74 Has the Height Reduction feature (FC 9975) been ordered, if required? Ensure that there is sufficient height clearance to transport the system into the environment.

If height reduction is required, you must order the Height Reduction feature (FC 9975).

    
75 Will the system include Electronic Locking Latch enablement? Order the Door Electronic Latch Cam Kit (FC 1124) if you plan to use customer-provided electronic locking latches with the 9176 rack and doors.
Attention: You must adhere to all safety requirements provided in the Electronic Locking Latch enablement documentation in Electronic Locking Latch enablement. Deviation from these safety requirements will void the 9176 warranty.
    

Checkpoint 13 - Installation

Table 13. Installation planning tasks
Task # Planning Task Additional Detail Assignee Status
76 Have the Configuration, Configuration Control Number (CCN), and PCHID reports been made available? The IBM & Business Partner(s) should be contacted for the reports to reference during the system installation.    
77 Have all impacts to the System cabling infrastructure been addressed? IBM recommends the usage of the latest Connectivity Mapping Tool (CMT) with the Availability Option, or another I/O mapping method of their choice, to determine the impact of the upgrade on their cabling infrastructure. The client should generate the output reports from the CMT or other method. IBM recommends that these reports be provided to the IBM SSR for use during installation.    
78 Is the IOCP file ready to be loaded on the system? When creating a new IOCP, IBM recommends evaluating whether there are any IOCP definitions that need changing or added due to the new Machine Type identifier. For more information, see Input/Output Configuration Program User's Guide for ICP IOCP available on IBM Documentation at https://www.ibm.com/docs/en/systems-hardware/zsystems/9176-ME2?topic=library-iocp-users-guide-icp-iocp.

Prior to the system installation , IBM recommends generating an IOCP file for each machine to be installed. Provide the file to the installation team. Ensure plans are in place to load the IOCDS onto the system.

Ensure procedures are in place for activating the correct IOCP deck following the machine checkout test. This will avoid the loss of customized OSA files. If the system installation requires a different IOCDS, then use an IOCP deck that makes no changes to the previous OSA CHPIDs. If not, the customized OSA files will be lost.

    
79 Does the system installation require the move of any Activation Profiles to the new system (from the system being displaced)? When moving Activation Profile data from an existing to new system, IBM recommends engaging the SSR for assistance with this action.    
80 Has the client contact information for Service Support been defined? The client contact should reflect someone, or an entity (Operations team) that is available 24x7. This contact must also be registered in the IBM Support Site to enable digital communications between IBM Support and the client.

For more information, see https://www.ibm.com/support/pages/node/6492597.

Inform the IBM System Service Representative (SSR) and Installation team of the client contact and any other information needed to initiate service for the system.

    
81 Is this installation a frame roll MES upgrade? The system installation plan include the steps (and time) for an upgrade which will reuse existing I/O features. The new system cannot be powered on until those features have been moved into new machine.
Note: Installation time could take more than one shift (8 hours), and if so, ensure that the proper resources are available for the install.
    
82 Has the Technical and Delivery Assessment (TDA) been completed? Complete the TDA with your IBM marketing representative or Business Partner and the IBM service representatives that will be installing your system.    

Checkpoint 14 - Machine Arrival

Table 14. Machine Arrival planning tasks
Task # Planning Task Additional Detail Assignee Status
83 Have the requirements for shipment of the system been reviewed and evaluated? IBM recommends review of the specifications in the IMPP to plan for receiving and placing the system upon delivery.
Inspect the location and assess the following before machine arrival (at location):
  • Receiving dock requirements (truck size, lift gate, etc.)
  • Arrival path/docking/unloading area (clearances, load bearing, etc.)
  • Packing material handling (reuse/removal/storage)
  • Install area characteristics (including access)
  • Location rules for movement/disposal if machine is replaced or decommissioned.
Additionally, provide IBM with the following delivery information, as necessary:
  • Point of contact (name and phone number)
  • Delivery hours
  • Floor protection requirement (identify dock or inside delivery)
  • Security of audit procedures (valid US ID, COVID restrictions, name(s) ahead of delivery, COI, etc.)
    
84 Are the responsibilities for delivery and movement of the system to the data center floor understood? Make sure all Installation personnel in all locations understand that the shipping company has sole responsibility for transporting the system from dock to data center floor or staging location. Only professional movers or riggers should move or transport equipment that falls into this category.

IBM incorporates this requirement in the agreement with the shipping company. If the installation team would like the carrier to bring the pallet contents into the data center floor the carrier should be notified.

    
85 Have arrangements been made for the timely removal of discontinued or displaced equipment (including packing material) which will be returned to IBM? Make sure arrangements have been made for the return of any displaced machines or packing material if needed. If packing material has not been ordered, place the return MES, as needed.