System z Linux Proof Of Concept Project Management

Agenda • Mainline’s System z Linux Life Cycle • Planning for the POC •

Through Out the Life Cycle Mainline is there Proving Planning • System z Linux

Years of Experience Ø 11+ years with Linux Ø 6+ years implementing Linux on

Best Fit For Server Consolidations • DB 2 Connect – Ideal 1 st Application

MIS Customer References • State of Idaho • Emigrant Savings • University of Maryland

Linux Partners • Novell Business Partnership Ø Mainline is Novell’s largest remarketer of System

Planning Proving – Managing the Linux POC Project Initiation Value Proposition • Learning the

Value Proposition IBM • Scorpion Study • Environmental Studies • Application Assessments • z.

Project Definition • Choosing Scope is Critical – Significant enough – Not overwhelming •

Installation and Set up • Week day vs. Weekend changes – IBM CE –

Testing • Test Plan – Outline tests – Document performance targets when compared to

Closing • Document results against Success Criteria • Review results with project team to

Proving – Managing the Linux POC Project Initiation Value Proposition • Learning the value

Managing the Linux POC Hardware Solution Coordination z. VM and Linux POC Project Management

Final Comments Beware of the Benchmark POC Stay away from performance benchmark tests that

Ideal POC Scope Focus the POC scope on • Learning the environment • Functional

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System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne. eggett@mainline. com

Agenda • Mainline’s System z Linux Life Cycle • Planning for the POC • Project Methodology Overview • Do’s and Don’ts

Through Out the Life Cycle Mainline is there Proving Planning • System z Linux POC Projects • Systems Assurance • Architecting Solutions • Installation Services • IBM Specialty Engine Loaner Program • Business Cases • Sizing Servers for IFLs • Value of Z Linux Presentations • Account Planning • Proposal Development • Scoping POC • Linux LOTS • z. VM & Linux Healthcheck Production

Years of Experience Ø 11+ years with Linux Ø 6+ years implementing Linux on System z Ø 6+ years server consolidation sizings for System z Linux The Team Ø 6+ years assisting with • Planning: New Workload Sales Team business case development Ø Marianne Eggett – Central, West Ø Certifications Novell CLE, CLP, CNS and Red Hat RHCE Ø Andy Greco – NE, Mid Atlantic, SE Linux Team • Proving: Installation Team Ø Project Managers Ø z. VM and Linux Technical Consultants Ø Web. Sphere, DB 2 UDB, other expertise • Production: 24 x 7 Su. SE LOTS Support Line Ø Supporting z. VM & Su. SE Linux Ø Supporting IBM and many non-IBM middleware Software products

Best Fit For Server Consolidations • DB 2 Connect – Ideal 1 st Application • Oracle – Generates excellent TCOs • Web. Sphere AS, MQSeries & Portal • Web. Sphere HATS & HOD • CICS Gateways, IMS Connect • Lotus Domino e. Mail and Applications • Tivoli TSM Server • DB 2 UDB • Communication Controller for Linux (3745 replacement) • Network Infrastructure; FTP, NFS, DNS, etc. • ISV products; Web. Focus, Attachmate

MIS Customer References • State of Idaho • Emigrant Savings • University of Maryland • Thomas Jefferson Un. Hospital • Indianapolis Power & Light • Boston University • John Hopkins University • Brocade Domino, Apache appl Web. Sphere Oracle TSM Web. Sphere Hats DB 2 UDB, Oracle Web. Sphere Development Environment

Linux Partners • Novell Business Partnership Ø Mainline is Novell’s largest remarketer of System z Su. SE Linux • Red Hat Business Partnership • IBM Ø z. VM and PPA Software Ø IBM Software Excel & Support Line • Velocity Software for z. VM & Linux performance tuning

Managing the Linux Proof of Concept

Value Proposition IBM • Scorpion Study • Environmental Studies • Application Assessments • z. Race Planning Proving Mainline • IFL Capacity sizings • Business Case • z. Race with IBM Techline Production

Project Definition • Choosing Scope is Critical – Significant enough – Not overwhelming • Resource Commitment • Senior Management Commitment – Success Criteria • System assurances are valuable

Planning Proving – Managing the Linux POC Project Initiation Value Proposition • Learning the value of System z Linux • Server Consolidation Sizings • Business Case Development POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document Project Definition Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up • IBM loaner Eq. • z. VM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing Closing

Installation and Set up • Week day vs. Weekend changes – IBM CE – Real Memory – Networks • Consultants on site for skills transfer – Back up environment – Clones • Weekly status meeting

Testing • Test Plan – Outline tests – Document performance targets when compared to current production system – Keep track of each run’s changes – Keep track of each run’s results • Learning curve – Ask for help early • Problems – Ask for help early – IBM and BP resources – Open problems with software vendors too, i. e. Oracle • Weekly Status meetings – Schedule meeting out 12 weeks

Closing • Document results against Success Criteria • Review results with project team to gain everyone’s concurrence • Identified lesson’s learned

Proving – Managing the Linux POC Project Initiation Value Proposition • Learning the value of System z Linux • Server Consolidation Sizings • Business Case Development POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document 3 -5 weeks Project Definition Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial 1 -3 weeks Installation & Set Up • IBM loaner Eq. • z. VM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report 2 -20+ weeks Testing • Test Plan ØUnit ØVolume/Performance • Weekly Status Mtg • Status Report • Issues Management • Escalation Process • Resource Management • In house • Mainline • IBM • Linux vendor • ISVs 1 -3 weeks Closing • Customer Final Report • Success Criteria Acceptance • IFL Purchased or removed • Production Implementation Planning • Purchasing • Technical Services • Vendor 24 x 7 Support

Managing the Linux POC Hardware Solution Coordination z. VM and Linux POC Project Management Deliverables Ø These are PMO standard templates to manage Linux POCs Ø Ø Ø POC POC POC Scope Document Success Criteria Project Plan Team Roster Status Report

Final Comments Beware of the Benchmark POC Stay away from performance benchmark tests that drive the IFL to 100% to determine maximum transactions compared to Intel/Power platforms. System z Linux “sweet spot” is as a multi-tasker.

Ideal POC Scope Focus the POC scope on • Learning the environment • Functional test or Production comparative test • Follow up on the Business Case