To enable sub-capacity pricing for a qualifying CPC that is running z/OS®, you must do the following:

1. Prior to collecting any SMF records for SCRT to use in generating sub-capacity reports, you must apply all required service for z/OS systems, as indicated on the SCRT maintenance web site, including any service listed in the Preventive Service Planning (PSP) bucket and Solutions Assurance Product Review (SAPR) Guide for the CPCs on which these records will be collected. Failure to apply all of the required service may prevent SCRT from creating a sub-capacity report that will be acceptable to IBM for sub-capacity pricing.

   Check the SCRT maintenance web site at www.ibm.com/systems/z/swprice/subcap/scrt/maint.html for any service updates to z/OS or other sub-capacity products that might be required for SCRT to work properly. For service updates to z/TPF and z/VSE® sub-capacity products, click the appropriate link from the SCRT maintenance web site. Apply these service updates before the start of the reporting period for which you will be collecting data for SCRT.

2. Download the SCRT deliverable from the web site at www.ibm.com/systems/z/swprice/subcap/scrt/. If you have already done this because you used SCRT for planning or because you have already been submitting sub-capacity reports for prior reporting periods, check the web site to make sure you have the most current version of the tool and its documentation. You must use the most current version of SCRT to submit reports for billing.
3. Customize the JCL for the SCRT deliverable that you downloaded in step 2 to meet your needs and customize the SCRT control statements to supply the required customer-related information, software configuration information, and any other optional processing information, as necessary. See Using the Sub-Capacity Reporting Tool for details.
4. Collect one reporting period's worth of System Management Facility (SMF) data for z/OS systems and collect SCRT89 records for z/TPF and z/VSE systems running on your CPCs that use sub-capacity pricing. A reporting period is from midnight (the very beginning) of the second day of the month up to midnight (the very beginning) of the second day of the next month.
5. Move all of the SMF and SCRT89 data that you collected for each CPC to the z/OS system (or z/VSE system) on which you intend to run SCRT. See Using the Sub-Capacity Reporting Tool for details.
6. Review the SCRT control statements that you originally customized in step 3 and revise those control statements, as necessary, so that they contain appropriate values for the data that you are about to process in this execution of SCRT.
7. Run the SCRT program to create sub-capacity reports for those CPCs.
8. Review the return code from the SCRT job step.

   A return code of 0 means that SCRT successfully generated a sub-capacity report for every CPC that provided SMF and or SCRT89 records for processing by th at execution of SCRT. Return codes higher than 0 indicate that SCRT encountered one or more problems generating one or more sub-capacity reports.

   Look up any SCRTTOOLxxx messages that are listed by the SYSPRINT DD in the joblog from the SCRT step in Appendix A of Using the Sub-Capacity Reporting Tool for an explanation of the SCRT warnings or problems. Follow the actions indicated for each message to address each problem before attempting to rerun the SCRT job.

   If the actions do not correct the problem, send an email to scrt@us.ibm.com with a description of the problem, an attachment containing the job log for the SCRT job, and an attachment containing each of the sub-capacity reports that may have been generated. After these problems have been resolved, continue with the next stop in this process.

9. Review the sub-capacity report. You can choose any of the following methods to review the sub-capacity report:
   • Use one of the tools available on the z/OS system on which the report was generated (such as the ISPF browse or edit functions, under TSO/E).
   • Move the report to your workstation as a .csv (comma-separated values) text file and use a spreadsheet application available on your workstation.
   • If you have signed up for and have access to the license management system (LMS) web application, move the report to your workstation as a .csv file and use the LMS web application.

   Based on the results of your review, you might need to rerun SCRT using different SCRT control statement values to account for any unexpected changes to your hardware or software configuration, or to handle special conditions which might require you to use optional SCRT control statements, such as the Exclude control statement.

   While reviewing the sub-capacity report, add comments to the report, as required, before submitting it to IBM.

10. Contact your IBM representative or IBM Business Partner representative to obtain all of the IBM contracts and addenda that are required for sub-capacity pricing metrics, such as AWLC or EWLC, as well as any pricing options, such as IWP. Verify that all of the IBM contracts and addenda have been signed prior to submitting the sub-capacity reports that use those pricing options. Failure to have the required contracts or addenda signed or otherwise agreed to may cause IBM to reject the affected sub-capacity report.
11. Submit the sub-capacity report to IBM. If you have signed the appropriate Customer Agreement and the report is being used for billing, use the web site at www.ibm.com/systems/z/swprice/subcap/scrt/ to determine whether to use the LMS email process or the LMS web process to submit the sub-capacity report to IBM. Remember that LMS only accepts as input the comma-separated value format with a file extension of .csv.
12. The CPC must be configured to send weekly Transmit System Availability Data (TSAD, also known as Call Home). All of the sub-capacity pricing metrics supported by SCRT require CPCs to submit TSAD. This configuration is usually done when the CPC is installed. For more information, see Sending TSAD data.

For example, if you begin to collect data for SCRT in the month of January, you must submit the sub-capacity report by 9 February. Your submitted data will be reflected in the software charges for March.

For detailed information about using SCRT, see Using the Sub-Capacity Reporting Tool, available at www.ibm.com/systems/z/swprice/subcap/scrt/.