RMS Pre-installation Checklist

Company Name*

Billing Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Primary Contact*

First Name	Last Name	Email Address	Phone Number

Network Administrator*

First Name	Last Name	Email Address	Phone Number

iSeries Administrator*

First Name	Last Name	Email Address	Phone Number

Application Programming Contact*

First Name	Last Name	Email Address	Phone Number

Accounting Department Contact*

First Name	Last Name	Email Address	Phone Number

Director of IT*

First Name	Last Name	Email Address	Phone Number

Production System Information

System Name	System Role	Actions
		Edit Delete
There are no Entries.

Maximum number of entries reached.

Target System Information

System Name	System Role	Actions
		Edit Delete
There are no Entries.

Maximum number of entries reached.

Do you have more than one target system?*

Yes
No

Secondary Target System Information

System Name	System Role	Actions
		Edit Delete
There are no Entries.

Maximum number of entries reached.

What is the nature of our connectivity to your systems? The details of the connection will be covered by your assigned installs engineer. Please just put VPN brand/type or denote the type of connection.*

Quick-EDD/HA has an alert module as part of the product, to enable this feature we need your email server SMTP address or url.*

Address/URL	UserID/Password

Please list everyone who should receive a weekly status report from our remote management team.*

Name	Email

Important: List full names AND email addresses for all recipients.

The BCS team highly recommends that you build the target from a full system save of the production system. This vastly improves initial sync times as well as reducing the chance that, come roleswap day, you'll have any surprises about missing objects. Due to operating system limitations we cannot replicate most of the operating system (typically we have to omit almost every library and IFS directory that starts with the letter Q) so restoring the target from a save of the source mitigates these issues. If you are migrating and upgrading the operating system this also gives you the opportunity to upgrade the operating system on the target as a test before we get started. The other, less desirable, option is to build out the Quick-EDD/HA configuration and then allow it to build the target (the operating system and all IBM licensed programs must be installed independently on the target). Please tell us below how you plan on seeding the information on the target (replication, tape, etc).*

Please list all non-IBM Libraries you DO NOT want to replicate (press + to add more than one entry):*

Important: All libraries (except IBM libraries, including QGPL) will be replicated unless you indicate exceptions.

Important: All libraries that start with the letter Q are normally excluded as they are assumed to belong to the operating system. Please list any user libraries (non-operating system libraries) that start with the letter Q that you wish to replicate.

Please list all OBJECTS you want to omit from libraries you want to replicate (press + to add more than one entry):*

Library	Object	Type

Important: Now is a good time to contact your application vendors and request a list of objects to be omitted from replication. If your vendors provide you with migration/replication documents to use as a guide please forward those to your installation engineer.

Please list all non-IBM Directories you DO NOT want to replicate (press + to add more than one entry):*

Important: All directories (except IBM directories) will be replicated unless you indicate exceptions.

Important: All IFS directories that start with the letter Q are normally excluded as they are assumed to belong to the operating system. Please list any user directories (non-operating system directories) that start with the letter Q that you wish to replicate.

Please list all non-IBM User Profiles you DO NOT want to replicate (press + to add more than one entry):*

Important: All User Profiles (except IBM User Profiles) will be replicated unless you indicate exceptions.

Important: All user profiles that start with the letter Q are normally excluded as they are assumed to belong to the operating system. Please list any user profiles that start with the letter Q that you wish to replicate.

We usually leave User Profiles active on the target system for the IT staff for maintenance and monitoring purposes. Please list all non-IBM User Profiles you want to be ACTIVE on the target(s) (press + to add more than one entry):*

Important: All User Profiles (except those listed) will be disabled on the target unless you indicate exceptions. These profiles will be automatically enabled during a switch over.

Do you use DDM?*

Yes
No

Please describe your use of DDM:*

Are there any programs, applications, or network configurations that restrict FTP, DDM, ICMP (ping), or Telnet between the iSeries systems?*

Yes
No

Please list the applications:*

**On each of the iSeries systems we will be creating two user profiles: QUICK and PMSOFTICF. These profiles have two distinct functions. QUICK is used for system administration and PMSOFTICF is used by HA Replication for all batch functions. These profiles must have unrestricted use of the protocols listed above between each iSeries.

Do you have any security applications that restrict the ability to create or restore objects (e.g., Pentasafe or Powerlock)?*

Yes
No

Please list the applications:*

**On each of the iSeries systems we will be creating two user profiles: QUICK and PMSOFTICF. These profiles have two distinct functions. QUICK is used for system administration and PMSOFTICF is used by HA Replication for all batch functions. These profiles must have unrestricted use of the protocols listed above between each iSeries.

Do you use journaling on any of the iSeries systems?*

Yes
No

Are you using the Remote Journaling function?*

Yes
No

Do any of your applications do journal receiver maintenance?*

Yes
No

Do you have any applications that read the journals and have requirements or restrictions on how they are used; for example, issues with sequence numbers or receiver names?*

Yes
No

Please list the applications and their requirements/restrictions:*

Application	Requirement/Restrictions

Do you have any applications that change the journal receivers?*

Yes
No

Please list the applications and their requirements/restrictions:*

Application	Change Criteria

Are the journal receivers in the same ASP as the objects being journaled?*

Yes
No

Please list the ASPs that contain journals then:*

Do you have a preference for how long journal receivers are retained on the system?*

Yes
No

Please list journals and their preferred retention time (in hours or days):*

Journal Library	Journal Name	Retention Time

Have you checked to ensure that you have enough DASD on your target system for the migrated libraries?*

Yes
No

Are there any S/36 environment programs running?*

Yes
No

With the availability of a replicated iSeries, are there currently plans to revise the current backup scheme to perform backups from the target?*

Yes
No

Is the target system dedicated solely to being a new system?*

Yes
No

Please list other uses:*

What is your production system's hours of availability for users?*

Software Installation

Load the product save file on all systems using the following instructions:

Create library PMEDHINST*

Existing System(s)
New System(s)

CRTLIB LIB(PMEDHINST) TEXT(‘QEDD SAVE FILE – DO NOT DELETE’)

Create save file for PMEDHINST library*

Existing System(s)
New System(s)

CRTSAVF FILE(PMEDHINST/PMEDHALL) TEXT(‘QEDD SAVE FILE’)

Download the save file from the BCS Group website to your PC. From an internet browser go to www.bcsgroup.us/downloads. Enter the password bcsdwnld123$ (Note: This is case sensitive) and download the PMEDHALL save file.*

File successfully downloaded.

Upload the save file to each of your iSeries:*

Existing System(s)
New System(s)

From a PC command line (Start > Run > cmd [Enter]) type the following commands, press Enter after each line:
a. Change the directory to the location where you downloaded the QEDD save files.
Type: c:
Type: cd XXXXX (XXXXX being the directory you placed the save file on your PC)
b. Type: ftp nnn.nnn.nnn.nnn Note: Use your System i IP address in lieu of nnn.nnn.nnn.nnn
c. Log in with your System i user name and password.
d. Type: BIN
e. Type: cd PMEDHINST Note: This may be case-sensitive on your system.
f. Type: put PMEDHALL.SAVF
g. Type: quit

Verify that the Save File upload was successful. Enter the following command for the save file.*

Existing System(s)
New System(s)

DSPSAVF FILE(PMEDHINST/PMEDHALL)

System Checklist

Please complete these items for EACH iSeries.

The profile that will be used internally by Quick-EDD/HA to communicate between a paired source and target environment, called PMSOFTICF, will be created automatically during the install at the *SECADM level with *ALLOBJ authority. The profile used to manage the product, called QUICK, must be created by you before we get started though. Create the QUICK user profile on each of the iSeries partitions with the following command:*

Production System(s)
Target System(s)

CRTUSRPRF USRPRF(QUICK) PASSWORD() USRCLS(*SECOFR) INLMNU(MAIN) TEXT('QUICK-EDD/HA ADMINISTRATOR - DO NOT DELETE') DSPSGNINF(*NO) PWDEXPITV(*NOMAX) LMTDEVSSN(*NO)
***The password must be the same on all iSeries systems***

On all systems type WRKSYSVAL QAUDCTL and make sure it has the following settings: *NOQTEMP, *OBJAUD, *AUDLVL*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QAUDENDACN and make sure it has the following settings: *NOTIFY*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QAUDFRCLVL and make sure it has the following settings: *SYS*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QAUDLVL and make sure it has the following settings: *DELETE, *OBJMGT, *SYSMGT, *CREATE, *SAVRST, *SECURITY, *PGMADP, *PRTDTA, *SPLFDTA*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QCRTOBJAUD and make sure it has the following settings: *CHANGE*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QALWOBJRST and make sure it has the following settings: *ALL*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QALWUSRDMN and make sure it has the following settings: *ALL*

Production System(s)
Target System(s)

On all systems type WRKSYSVAL QPWD* and make sure the settings on all boxes for all QPWD* system values are identical otherwise user profile replication can fail.*

Production System(s)
Target System(s)

Execute the command WRKSYSVAL QFRCCVNRST and verify that value is set to ‘0’ . If the value is not ‘1’ or ‘0’ then record the value so you can change it back after the install.*

Production System(s)
Target System(s)

Execute the command WRKSYSVAL QAUTOCFG and verify that value is set to ‘1’ . If the value is not ‘1’ then record the value so you can change it back after the install.*

Production System(s)
Target System(s)

Execute the command WRKSYSVAL QAUTORMT and verify that value is set to ‘1’ . If the value is not ‘1’ then record the value so you can change it back after the install.*

Production System(s)
Target System(s)

Execute the command WRKSYSVAL QAUTOVRT and verify that value is set to ‘*NOMAX’. If the value is not ‘*NOMAX’ then record the value so you can change it back after the install.*

Production System(s)
Target System(s)

Are any machines on OS level V6R1 or higher?*

Yes
No

On the machines on V6R1 or higher of the operating system you'll need to create a Service Tool user ID. Sign into service tools with QSECOFR by typing STRSST and using the appropriate login information.*

Production System(s)
Target System(s)

Select option 8 “Work with service tools user IDs and Devices”*

Production System(s)
Target System(s)

Select option 1 “Service tool user IDs”, press ENTER*

Production System(s)
Target System(s)

Select option 1 “Service tool user IDs”, press ENTER*

Production System(s)
Target System(s)

Select option 1 “Create” and enter PMSOFT in the User ID field, press ENTER*

Production System(s)
Target System(s)

Use PMSOFT1 as the password. This user ID can be changed and/or disabled after the installation is complete.*

Production System(s)
Target System(s)

Enter Quick-EDD/HA User ID as the description.*

Production System(s)
Target System(s)

Press F5 for privilege management.*

Production System(s)
Target System(s)

Grant all authorities by placing a 2 on each line and press Enter. F3 until you exit SST.*

Production System(s)
Target System(s)

Quick-EDD/HA requires an open TCP port for replication. The default is port 4444. If you wish us to use a port other than 4444 please enter the port number below. Otherwise type 4444.*

Quick-EDD/HA requires that port 512 is open for RUNRMTCMD functionality in order for Quick-EDD/HA to submit commands between related machines. Please confirm the availability of port 512 and activate *REXEC TCP/IP services in your QSTRUP.*

Production System(s)
Target System(s)

That completes the checklist. Please sign below acknowledging this and someone from our installs department will be in touch shortly.

Signature:*

Name

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RMS Pre-installation Checklist

BCS HA/RMS Pre-Installation Checklist

Software Installation

System Checklist

That completes the checklist. Please sign below acknowledging this and someone from our installs department will be in touch shortly.