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July 2002 VERSION 5.3 Administrator Guide COPYRIGHT This manual, as well as the

July 2002 VERSION 5.3 Administrator Guide COPYRIGHT This manual, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of SERENA Software, Inc. The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by SERENA Software, Inc. SERENA Software, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this book. Copyright © 2001, 2002 SERENA Software Inc. All rights reserved. TRADEMARKS ChangeMan, Comparex, StarTool, StarWarp, UltiMIS, ULTIMIZER, Eye-Spy, Eye-Spy/390, Detect+Resolve, SERNET, eChange Man and Change Transfer are registered trademarks of SERENA Software, Inc. Serena, Merge+Reconcile, FULL.CYCLE, eHealing, eFull.Cycle, eRequestMan, ChangeXpress, ChangeContent, StarProbe, StarSpy, StarTest, StarSuite, and SER10TY are trademarks of SERENA Software, Inc. IBM, IMS, DB2, DFSMShsm, RACF, MVS/ESA, and MVS are trademarks and registered trademarks of the International Business Machines Corporation in the United States, other countries, or both. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. Publication Date: July 19, 2002 3 CONTENTS About This Book 9 Before You Begin 9 Name Change 9 Objective 9 Audience 9 Components / Scope 9 Manual Organization. 11 Related Publications. 11 Support 12 Using Online Help 13 Online Tutorial 13 Online Help Screens 13 Online Error Messages 13 Chapter 1: Introduction What is the ChangeMan ZMF Administrator Guide 15 ChangeMan ZMF Administrator 15 Global Administrator 15 Application Administrator 16 Security Administrator 16 ChangeMan ZMF Monitor 16 General Administrator 16 Chapter 2: What is ChangeMan ZMF? Change Packages 19 Impact Analysis 19 Checkout 20 Staging 20 Audit 21 Recompile and Relink 21 Freeze 22 Promotion 22 Approval 22 Production Installation 23 4 Contents Baseline Libraries and Delta Decks 23 Backout Management Facilities 23 Emergency Changes 24 Chapter 3: Pre-Implementation Decisions Customizing ChangeMan ZMF for Your Site 25 Modify Skeletons 25 Implement Exits 25 Establish Initial History Records 25 Managing Library Space 26 Allocating Staging Libraries 26 Allocating Baseline Libraries 26 Allocating Promotion Libraries 27 Allocation Production Libraries 27 Using Baseline Libraries for Production Libraries 27 Setting Up Remote Sites for Production Libraries 28 Setting Up Security 28 Security Entities 29 Securing Libraries 30 Granting User Access 33 Setting Up User Restrictions 34 Allow Temporary Change Packages 35 Work Request and Department Number Required 35 Planned Installation Calendar 35 Disable Installation Calendar 36 Normal Business Hours 36 Overlay Prior Staged Component 36 Checkout Enforcement 36 Allow Concurrent Checkout 37 Validate Version During Staging 37 Staging Restriction Level 37 Audit Level 37 Designated Procedures 38 Secured Components 38 Approval Lists 38 Other Considerations 39 Global Parameters for Staging Library Allocation 39 Application Parameters for Staging Library Allocation 39 Edit Staging Recovery Mode 39 Query Of Available Users Options 40 Keep Baseline By Site 40 5 Serena™ ChangeMan® ZMF 5.3 Administrator Guide Remote Sites 40 Package Approvals 40 Promotion And Demotion 41 How Does Promotion Work 41 Promotion Library Cleanup 42 Promotion Security 43 Promotion Rule 43 Promotion Rule By Promotion Level 45 Promotion Rule 0 45 First Promote 46 Other Restrictions And Options 46 Promotion Paths 47 Approvals and Promotion 47 Promotion Libraries In SYSLIB Concatenations 48 Enterprise Change Packages 48 Staging Versions 49 Staging Versions Installed 49 Staging Versions Enabled 49 Serena™ ChangeMan® M+R Licensed 50 Considerations For Staging Versions 50 Implementation Checklist 50 ChangeMan ZMF Administrator Duties 52 Chapter 4: Setting Up Global Administration Accessing the Global Administration Options 55 Setting up Global Parameters 56 Defining Library Types And Staging Library Attributes 72 Defining the Languages 79 Defining the Compiling Procedures 80 Defining Reason Codes 81 Defining Sites 82 Locking or Unlocking Application Definitions 86 Setting the Planned Installation Calendar 88 Creating or Updating the Global Notification File 90 Enabling the Global Notification Facility 90 Creating Global Notification Messages 91 Updating the Global Notification Message 92 Accessing the Global Selectable Options 94 Using Package User Records 95 6 Contents Chapter 5: Setting Up Application Administration How Global Settings affect Application Settings 97 Accessing Application Administration 97 Creating a New Application 98 Updating Existing Applications 99 Locks on Application Administration 100 Setting Application Parameters 100 Defining Library Types And Staging Library Attributes 111 Library Type Order 111 Defining Library Types for a New Application 112 Updating Application Library Types 119 Defining the Languages 122 Defining the Compiling Procedures 123 Setting Up Planned Approvals 124 Setting Up Unplanned Approvals 127 Defining Application Sites 129 Defining Sites For A New Application 129 Updating Application Site Information 131 Configuring Promotion Sites, Levels, and Libraries 132 Promotion Definition Order 133 Configuring Promotion For A New Application 133 Update Promotion For An Application 140 Configuring Baseline Libraries 144 Allocating Baseline Libraries 144 Defining Optional Component Descriptions, Procedure, and Security 147 Defining Component General Information 147 Deleting Components 149 Updating the components in either component list. 149 Designate Optional Component Compiling Procedures 150 Setting Component Security 152 Specify the component to be updated. 152 Access a Package Driven Security List. 153 Complete the Component Level Security Panel. 153 Delete a component’s security entries. 153 Delete, enter or update component secured ID’s. 154 Deleting an Application 154 Accessing the Application Selectable Options Panel 155 Updating the Global Notification File 155 Configuring Production Libraries 158 Configuring Temporary Packages for ALL Sites 159 7 Serena™ ChangeMan® ZMF 5.3 Administrator Guide Chapter 6: Custom Modifications Initial Skeleton Modifications 161 Customizing ChangeMan ZMF 161 User Exits In ChangeMan ZMF 161 ISPF Skeletons In ChangeMan ZMF 162 ChangeMan ZMF Utilities 162 Chapter 7: Monitoring Site and Application Packages Accessing the Monitor Option Panel 164 Querying Package Information 164 Packages in Limbo 165 Acting on Packages 165 Closing a Super or Complex Package 166 Manually Submitting a Package in Limbo for Installation 166 Installation Jobs 167 Monitoring the ChangeMan ZMF Internal Scheduler 170 Reviewing the Internally Scheduled Packages List 171 Acting on the Packages 171 Chapter 8: Configuring Remote Sites Overview of Remote Sites 173 How does it Work? 173 Setting Up Remote Sites Globally 174 Maintaining Remote Sites 175 Setting up Remote Sites for Applications 176 Establishing a Remote Site - Global Administrator 176 Selecting a Remote Site - Application Administrator 179 Updating an Existing Site - Application Administrator 179 Enabling the Network Data Mover 180 Chapter 9: Defining and Running ChangeMan ZMF Reports ChangeMan ZMF Reports 183 SAS or Assembler Report Programs 185 Generating Reports With SAS 185 Generating Reports Without SAS 186 Defining and Running Reports: Global Administrator 187 Accessing Global Reports 187 Run Reports: Global Administrator 190 Baseline Analyzer Report: Global Administrator 192 Link Date Report: Global Administrator 192 8 Contents DB2 Object Dependency Report: Global Administrator 193 Defining and Generating Reports: Application Administrator 193 Accessing Application Reports 193 Define Reports: Application Administrator 194 Run Reports: Application Administrator 196 Baseline Analyzer Report: Application Administrator 198 Link Date Report: Application Administrator 198 DB2 Object Dependency Report 199 Baseline Analyzer Report 199 Baseline Analyzer Report 199 Sample Baseline Analyzer Report 202 Link Date Report 204 Link Date Report Example 204 Link Date Report Data 205 Chapter 10: Housekeeping Tasks Cleaning Up Backup Libraries 207 Bypass Cleanup of Backup Libraries 207 Perform Package Processing for Backup Library Cleanup 208 Perform Commit Processing for Backup Library Cleanup 214 Considerations for Cleaning up Backup Libraries 219 Running Reports 221 Log Activities (CMNBAT30) 222 Index 223 9 ABOUT THIS BOOK BEFORE YOU BEGIN See the README for the latest updates and corrections for this manual. A printed copy of the README is included in the Serena™ ChangeMan® ZMF distribution box. The latest version of the README is available on the Serena eSupport self-service Web site at Support.Serena.com. After you logon, click FTP Downloads from the main portal, navigate to the Documentation folder, and then to the ChangeMan ZMF folder. NAME CHANGE This document describes Serena™ ChangeMan® ZMF, Software Change Manager for z/OS & OS/390. This product of SERENA Software, Inc., was previously called Change Man. The new name more clearly reflects the role of the product in the Serena™ ChangeMan® family of products. Note that the product was also called Serena ChangeMan for z/OS & OS/390. OBJECTIVE The ChangeMan ZMF 5.3 Administrator Guide provides information about how Serena™ ChangeMan® ZMF may be configured, and it provides instructions for administering that configuration. AUDIENCE This document is intended for ChangeMan ZMF administrators. This document assumes no prior knowledge of ChangeMan ZMF. COMPONENTS / SCOPE The members delivered in ChangeMan ZMF libraries include these components: • SERNET (known previously as Serena/Network), which manages communication for ChangeMan ZMF and other Serena mainframe products. • Serena ChangeMan ZMF, which provides comprehensive, automated configuration management. • SER10TY License Manager, which manages SERtificates used to enable licensed Serena mainframe software on authorized CPUs. 10 About This Book uploads/Marketing/ changeman-administrator-guide.pdf