IBM Advanced Technical Support Introduction to HMC on

IBM Advanced Technical Support Introduction to HMC on i 5 Servers Allyn Walsh, IBM Partner World for Developers Technical Support © IBM Corporation 2004

Agenda • IBM e. Server i 5 LPAR Changes • Hardware Management Console Overview – Hardware overview – Connection options – Features and functions • LPAR • Operations Console options on i 5 © 2004 IBM Corporation PAGE 2

Power 5 LPAR CUo. D and Hardware Management Console © 2004 IBM Corporation PAGE

Hardware Management Console (HMC) • Single console for POWER 5 servers – Pre-installed embedded OS – Supports local consoles, including 5250 – Web-based System Manager enables local or remote management for HMC control and status • LPAR and CUo. D – Now configured and managed via HMC • May 2004 - announce HMC Limits – One HMC can manage a maximum of two i 5 Servers – One i 5 server can be managed by only one HMC – 40 partitions per HMC • July 2004 - announce HMC Limits – One HMC can manage a maximum of 16 Power 5 Servers (any mix of i 5 or p 5 servers) – A single Power 5 Server can be managed by two HMCs (providing redundancy) – Maximum of 64 partitions per HMC • Replaces primary partition and improves system resiliency © 2004 IBM Corporation PAGE 4

i 5/OS V 5 R 3 Logical Partitioning • Interface on pre-POWER 5 systems remains (Service Tools, i. Series Navigator) • POWER 5: IBM Virtualization Engine systems technologies include POWER Hypervisor™ – Supports i 5/OS, AIX 5 L* and Linux and up to 254* partitions • Improve server utilization rates across multiple workloads – Automatic processor balancing with uncapped partitions • Improve fault tolerance and lower partition management costs – Primary partition replaced by Hardware Management Console (HMC) © 2004 IBM Corporation PAGE 5

IBM e. Server i 5 LPAR Changes Partitioned Servers no longer require a Primary Partition All i 5 Partitioned servers must have HMC All OS/400 partitions must be at V 5 R 3 Simple migration process © 2004 IBM Corporation PAGE 6

Multiple Operating Systems – more details And underneath the operating systems. . . Applications, . . I 5/OS Applications, . . AIX 5 L Applications, . . POWER 5 Linux SF / RTAS TIMI i 5 SLIC POWER 5 Hypervisor POWER 5 64 -bit RISC Hardware TIMI = Technology Independent Machine Interface SLIC = System Licensed Internal Code SF = System Firmware RTAS = Run-Time Abstraction Services © 2004 IBM Corporation PAGE 7

New LPAR System Layout Hardware Management Console I 5/OS AIX LINUX I 5/OS Service

Why a Hardware Management Console (HMC)? • © Servers are becoming more virtualized – Operating systems will continue to have less direct visibility and control over “real” server hardware – A place for hosting advanced platform management applications, outside of the operating systems, to do: § Server configuration prior to operating system deployment § Service when operating systems are unavailable § Coordination of platform-related operations across multiple operating system images, in an independent security model § Presentation of virtual operating system consoles – These functions should have common user and programming interfaces, independent of any one operating system § Supporting both local and remote operation § A common delivery vehicle, which enables IBM to deliver more function, more quickly 2004 IBM Corporation PAGE 9

When is an HMC Required on i 5 System? • Systems with multiple Partitions (LPAR) • Systems with Capacity on Demand • Systems with redundant service processors • Systems yet to be announced (High-end) © 2004 IBM Corporation PAGE 10

What is an HMC • Based on x. Series server technology, built upon p. Series HMC device • Runs an IBM-provided GUI console application – Not to be used with customer applications 7310 -C 03 (desktop) – Helps ensure a more stable console environment • Required – To create/modify partition – not to run it – For Capacity on Demand functions • 5250 interface for optional i 5/OS console is provided • Remote console by other workstations through HMC – 5250 interface via Telnet 5250 client 7310 -CR 2 (rack) – Windows/Linux/AIX Client interface for HMC interface • At August 2004 i. Series GA, one HMC can support a maximum of 64 partitions across up to 16 servers. http: //www-1. ibm. com/servers/eserver/iseries/literature/index. html © 2004 IBM Corporation PAGE 11

HMC – More Details • Based on x. Series server technology – Minimum HMC configuration includes: 1 GB memory, 40 GB disk, DVDRAM, 10/1000 Mbps Ethernet port, diskette drive, etc. – Selectable options for HMC’s display, keyboard, etc. (ordered separately) – HMC connects to POWER 5 service processor, which has two dedicated HMC ports. The ports are Ethernet ports. (Different from the two generic 10/1000 Mbps Ethernet LANs. ) • Standard HMC maintenance support is CRU. Suggest upgrading support to IBM On-Site Repair to be more consistent with POWER 5 server’s support agreement. • HMC not used on earlier i. Series servers • Non-HMC i 5/OS consoles are still supported • High availability suggestion: attached two redundant HMCs to critical Power 5 servers. * Product preview © 2004 IBM Corporation PAGE 12

Hardware Management Console (HMC) 7310 -CR 2 (rack) 7310 -C 03 (desktop) • HMC is dedicated to console functions (installing 3 rd applications is not allowed) • Required on POWER 5 servers to create/change partitions or to use Capacity on Demand • Not required to operate the partition • Saves the cost of typical primary partition © 2004 IBM Corporation PAGE 13

Hardware Management Console (HMC) • Single console for POWER 5 servers – Pre-installed embedded OS – Desktop or rack mount – Supports local consoles, including 5250 console – Web-based System Manager enables local or remote management for HMC control and status • Required on POWER 5 servers to create/change partitions (LPAR) or to use Capacity on Demand – Replaces primary partition and improves system resiliency – Can co-exist with 5250 twinax, Operations Console direct attach, Operations Console for the LAN – Not required to operate the partition © 2004 IBM Corporation PAGE 14

HMC User Interfaces and Access • Local GUI – Starts automatically whenever the HMC is started – Requires user login prior to access • Remote GUI – Uses an installable standalone remote client application (Web. SM Client) • Windows (NT, XP) or Linux • Downloadable as an installable application directly from the HMC, using a Web browser – Also supported from one HMC to another, or from AIX 5 L – Can be SSL-secured through public/private key files • Generate on the HMC and transfer to client systems • Local Command Line – Launched from a right-click menu option on the HMC desktop – Restricted to a set of supported HMC commands • Remote Command Line – Accessed through encryption-protected Secure Shell (SSH) – Key files can be set up and exchanged to avoid password prompts • Very useful for automation and scripting without human intervention © 2004 IBM Corporation PAGE 15

Advanced System Management User Interface • Service Processor Menus (SP is part of the Power 5 server) – Accessed by Web browser – Secure (HTTPS) access – Password authentication – Basic server operations § No partition functions • Remotely manage some system functions (VPD, logs, dumps, etc. ) • Many of these functions are also on the HMC – A few less common ones only in ASMI – Browser interface can be launched on the HMC © 2004 IBM Corporation PAGE 16

Web-based System Manager Remote Client • Two remote clients install options available: – Web-based System Manager Remote Client for Java Web Start – Either client works the same after installation • You can access your HMC remotely by installing this remote client on your PC workstation • The remote client provides flexibility by allowing you to manage your system from virtually anywhere you have a PC. Up to 5 remote clients can be logged in simultaneously • Uses SSL security • Some tasks not performed using the remote client – These tasks include determining the level of HMC code, restarting the HMC interface, and configuring System Manager Security for certificate authority or viewing overview and status information. • For more information: e. Server Information Center. . © 2004 IBM Corporation PAGE 17

HMC Security • Restricted Shell – Provides access to supported HMC command line functions – Accessible remotely through SSH enabled client – Also accessible as a command prompt window on the HMC itself • Granular User Access Controls – Define Task and Resource Roles that define accessible lists of user tasks and resources (systems, partitions, etc. ) – Assign roles to users to define their access rights – For example, access could be limited to a single partition • Network Security Firewall Controls – Define which HMC network services should be accessible on which physical network interfaces – For example, limit remote Web. SM or SSH access to a single interface, or none © 2004 IBM Corporation PAGE 18

Defining Customized User Roles By Specific Objects (Systems, LPARs) By Specific Tasks (GUI and

HMC “network” possibilities • Local HMC: any physical HMC that is directly connected to the system it manages via a private network. Usually the first or only local HMC in your private network is a DHCP server in your private network and a DHCP client in your open network. • Remote HMC: any HMC used to remotely access another HMC or managed system. Remote HMCs are usually present in an open network Remote HMCs can also be local HMCs. • Web-based System Manager Remote Client: usually a PC installed with “Web-based System Manager” software. Use this PC to access other HMCs remotely. Web-based System Manager Remote Clients can be present in private and open networks. You can perform most management tasks using the Web-based System Manager Remote Client © 2004 IBM Corporation PAGE 20

HMC Communications Service processor §HMC SSL communication §Power control §Error event handling §Licensed Internal Code updates Hypervisor (pass-through) §System configuration data §Partitioning control §Virtual I/O definition §Capacity on Demand §Concurrent Service maintenance M = Memory P = Processor A = PCI Adapter Part#1 i 5 OS Part#2 i 5 OS PPPP MMMMM PPP PP MMMM © 2004 IBM Corporation PAGE 21 Part#4 Linux AIX 5 L P M PPP MM AAAAAAA AAA AAAA SLIC Linux Kernel AIX Kernel Hypervisor Service Processor Operating Systems §Gather hardware error events Ethernet §Gather hardware inventory §Shutdown/reboot (AIX/Linux) §Dynamic LPAR (AIX/Linux) §Use of i 5 OS VPN connections Part#3 HMC Ethernet

HMC Network Topology for i 5 Systems IBM LAN to Partitions Admin LAN Network (Opt. ) Internal PCI modem IBM Rack mount HMC option © 2004 IBM Corporation PAGE 22 Network (Opt) Ethernet Service Network Private Network Ethernet connections to service processors, HMC provides DHCP services

“Private” and “Open” Network Options HMC can automatically assign IP address and connects to systems DHCP Server SSL Open -En cryp ted Network Other network devices Service Processors request IP addresses from HMC Remote HTTPS connection from Web browser © 2004 IBM Corporation PAGE 23 Manually enter IP address or range on HMC; HMC finds and connects to systems IBM Manual setup of Service Processor IP parameters

HMC Functions • Configuration Management – – Server and partition configuration Virtual I/O configuration Capacity on Demand management HMC setup and configuration • Operations Management – – – GUI or command line, local or remote Virtual operating system consoles Server and partition controls Dynamic LPAR resource movement Scheduled operations • Change Management – Add/remove server hardware – Check and update Licensed Internal Code on servers, and on HMC itself © 2004 IBM Corporation PAGE 24 • Problem Management – Hardware error event collection, analysis, and correlation – Gathering of extended debug data – Transmission of problems to IBM • Service Management – Guided concurrent repair procedures – Hardware inventory collection – Service utilities

HMC GUI top-level navigation Manage HMC configuration, users, services, . . . Guide setup wizard and online documents Update your Licensed Internal Code Manage your servers and partitions Service tools to analyze and repair Set up security for remote GUI access © 2004 IBM Corporation PAGE 25

HMC Profile-based Partition Management • Partition Profiles – Users can create multiple, named profiles for each partition • Provides the ability to predefine multiple partition configurations • Useful, for example, for predefining “on demand” server images for different workloads – Users activate a partition by selecting a profile – For POWER 5 systems, profiles define: • • Partition type (AIX/Linux or OS/400) Processor allocation type (dedicated or shared) Resource requirements (processors, memory, physical I/O, virtual I/O) Resource max/min boundaries Boot mode Workload Management partition groups Partition policies (service authority, monitoring, etc. ) • System Profiles – User can create multiple, named system profiles – System profiles list one or more LPAR profiles to activate – Validation tools are available to make sure the profiles don’t conflict © 2004 IBM Corporation PAGE 26

LPAR Setup with HMC I 5/OS Linux Partition 1 Partition 2 Unassigned Resources Status Command/Response Virtual Consoles Non-Volatile RAM POWER 5 Hypervisor © Processors LPAR Mem Regions Allocation I/O Slots Tables 2004 IBM Corporation PAGE 27 Service Processor Server Ethernet HMC

Scheduling Automatic Operations © 2004 IBM Corporation PAGE 28

HMC Service Functions • Guided setup – Leads users through all the tasks needed to set up an HMC • Service Focal Point – Collection of hardware and LIC serviceable events • Licensed Internal Code updates from the HMC – For initial release, requires system to be shut down – Concurrent firmware update capability is in plan • System dump captures to the HMC – Hardware scan dump or hypervisor dump sent to HMC – Automatic capture for remote support • Guided Hardware Service Procedures – More concurrent maintenance functions are in plan • Service Utilities – LED controls, monitoring policies, partition operations © 2004 IBM Corporation PAGE 29

HMC Guided Setup Wizard © 2004 IBM Corporation PAGE 30

HMC Electronic Connections to IBM 1. Local Modem – This option enables you to send problem information and system data to your service provider using the modem on your HMC. You may want to select this option if the following are true: • • Your HMC does not have access to a high-speed Internet connection. You do not have any I 5/OS logical partitions with high-speed Internet connections 2. Internet VPN – This option enables you to send problem information to your service provider using a high-speed Internet connection on your HMC. – This is the fastest connection option available on the HMC, but some environments restrict this type of connectivity for security reasons. Before you select this option, be sure your company's security policy permits this type of connection. © 2004 IBM Corporation PAGE 31

HMC Electronic connections to IBM (cont’d) 3. Connecting through other systems or logical partitions – This option enables you to send problem information to your service provider through a pass-through system. This pass-through system can be another HMC or a logical partition on your server that supports the Layer 2 Tunneling Protocol (L 2 TP). – Currently, only logical partitions with the V 5 R 3 level of I 5/OS can support L 2 TP, so they are the only logical partitions that can be used as passthrough systems. – You may want to select this option if the following are true: • • © 2004 IBM Corporation PAGE 32 Your HMC does not have access to a high-speed Internet connection You have an I 5/OS logical partition with high-speed Internet connections, running V 5 R 3

Customizing Connectivity Settings © 2004 IBM Corporation PAGE 33

Electronic connections to IBM • LIC Fix Strategy— The HMC connection type that you select here also dictates how you will install your server LIC fixes. – For example, if you choose to connect to your service provider through your HMC, you will install server LIC fixes through your HMC. • For I 5/OS logical partitions, use the normal I 5/OS PTF install functions on your service partition for installing fixes, rather than using the HMC. © 2004 IBM Corporation PAGE 34

LPAR, HMC, Service Partition • Existing i. Series LPAR environments (non-POWER 5) already have procedures for handling service and support functions among partitions – Reporting all hardware and software problems – Receiving fixes (PTFs), distributing and applying fixes to the affected partitions – Other services • On POWER 5 HMC is used for primary hardware service and support • Service tools run in each logical partition and work with the (HMC) as part of the total service environment • i. Series Consideration: – One (any) active logical partition on your IBM e. Server i 5 system be designated as a service partition – Consider the partition running applications or a small configuration partition only active for operating service functions – Provides traditional service functions such as reporting software problems, receiving operating system-based fixes, . . or “backup” your HMC. – Can complement HMC service and support functions © 2004 IBM Corporation PAGE 35

Service/Problem Flows • Service information and problems flow from each logical partition to the service provider using a VPN connection, as follows: – Linux logical partition > HMC > OS/400 service partition > Service and support – AIX logical partition > HMC > OS/400 service partition > Service and support – OS/400 logical partition > HMC (for service information) > OS/400 service partition > Service and support – OS/400 logical partition > OS/400 service partition (for problems) > Service and support – OS/400 service partition > Service and support © 2004 IBM Corporation PAGE 36

LPAR Service and Support Configuration Examples Basic set up http: //publib. boulder. ibm. com/infocenter/eserver/v

LPAR Creation Wizard – Default Type Partition type default is now based on system

LPAR Creation Wizard – Virtual Processors HMC automatically establishes appropriate defaults for virtual processor amounts, but these can be modified through advanced settings © 2004 IBM Corporation PAGE 39

LPAR Creation Wizard – Memory Information The memory panel for profile creation now shows both the installed memory, and the amount of memory available for use by partitions © 2004 IBM Corporation PAGE 40

LPAR Creation Wizard – I/O Information I/O Configuration panels provide additional detailed information on

LPAR Creation Wizard – Required I/O Devices marked as “Required” will be reserved for the exclusive use of this partition and cannot be accidentally moved through dynamic LPAR © 2004 IBM Corporation PAGE 42

System Profile Verification System Profile Validation can be used to ensure that there are sufficient resources and no resource conflicts when activating a set of partitions © 2004 IBM Corporation PAGE 43

System and Partition State Names State names have been changed. A running system is now shown as “Operating” state, and inactive partitions are now shown as “Not Activated” state © 2004 IBM Corporation PAGE 44

System Properties – I/O View Overall list of I/O resources and their partition ownerships

i 5/OS Console Choices • Starting in V 5 R 3, the types of consoles that can be used to control i 5/OS are: 1. Twinax terminal 2. Operations Console direct-connect 3. Operations Console LAN-connect 4. Hardware Management Console (HMC) © 2004 IBM Corporation PAGE 46

i 5/OS Console Choices © 2004 IBM Corporation PAGE 47

i 5/OS Console Choices © 2004 IBM Corporation PAGE 48

HMC Education • 1. Go to http: //www. ibm. com/servers/resourcelink • 2. On the Home page select "Register for a user ID and password • 3. On the Register for Access page, select the type of userid requested • 4. On the Self-registration page, fill in your email address and a preferred ID, then click Submit © 2004 IBM Corporation PAGE 49

HMC Education © 2004 IBM Corporation PAGE 50

HMC Education © 2004 IBM Corporation PAGE 51

Information Centers • The e. Server Hardware Info Center contains information on the POWER 5 models. . . everything from planning for the hardware, installing the hardware (and the consoles), setting up partitioning and Co. D, to servicing the hardware – http: //publib. boulder. ibm. com/infocenter/eserver/v 1 r 2 s/en_US/index. htm – http: //www. ibm. com/eserver/iseries/infocenter. Select e. Server Information Center in the left navigation bar. • i. Series pre POWER 5 and OS/400 V 5 R 3 (i 5/OS) – http: //publib. boulder. ibm. com/infocenter/iseries/v 5 r 3/ic 2924/index. htm © 2004 IBM Corporation PAGE 52

IBM i 5 Hardware Planning Site http: //publib. boulder. ibm. com/infocenter/eserver/v 1 r 2

Trademarks and Disclaimers © IBM Corporation 1994 -2004. All rights reserved. References in this document to IBM products or services do not imply that IBM intends to make them available in every country. The following terms are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both: AIX DB 2 Universal e. Server Lotus Power Architecture RS/6000 z/OS AIX/L DB 2 OLAP Server Enterprise Storage Server MQSeries Power Everywhere S/390 z. Series AIX 5 L Data. Propagator Hipersockets Notes POWER Hypervisor Think. Pad 400 AIX 5 L (logo) Domino IBM OS/400 POWER 6 Tivoli i 5/OS AS/400 e business(logo) IBM Virtualization Engine POWER p. Series Total. Storage AS/400 e e(logo)business IBM(logo) POWER 4 Quickplace Web. Sphere DB 2 e(logo)server i. Series POWER 5 Rational x. Series Lotus, Freelance Graphics, and Word Pro are registered trademarks of Lotus Development Corporation and/or IBM Corporation. Domino is a trademark of Lotus Development Corporation and/or IBM Corporation. C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Action. Media, LANDesk, MMX, Pentium and Pro. Share trademarks of Intel Corporation in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. SET and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product and service names may be trademarks or service marks of others. Information is provided "AS IS" without warranty of any kind. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Information in this presentation concerning non-IBM products was obtained from a supplier of these products, published announcement material, or other publicly available sources and does not constitute an endorsement of such products by IBM. Sources for non-IBM list prices and performance numbers are taken from publicly available information, including vendor announcements and vendor worldwide homepages. IBM has not tested these products and cannot confirm the accuracy of performance, capability, or any other claims related to non-IBM products. Questions on the capability of non-IBM products should be addressed to the supplier of those products. All statements regarding IBM future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. Contact your local IBM office or IBM authorized reseller for the full text of the specific Statement of Direction. Some information in this presentation addresses anticipated future capabilities. Such information is not intended as a definitive statement of a commitment to specific levels of performance, function or delivery schedules with respect to any future products. Such commitments are only made in IBM product announcements. The information is presented here to communicate IBM's current investment and development activities as a good faith effort to help with our customers' future planning. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve throughput or performance improvements equivalent to the ratios stated here. Photographs shown are of engineering prototypes. Changes may be incorporated in production models. © 2004 IBM Corporation PAGE 55

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