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Model Migration Plan

A migration plan lists the tasks that you will perform over a period of weeks or months to prepare to migrate a ChangeMan ZMF instance to version 8.3. This section outlines a model migration plan.

The hour-by-hour tasks that you execute on the day you convert a ChangeMan ZMF instance to version 8.3 are listed in a conversion-day script. The section Sample Conversion-Day Script shows two sample conversion-day scripts.

Note

The model plan in this section and the model conversion-day scripts in the next section assume a relatively complex ChangeMan ZMF environment where INCLUDE groups are used to manage installation JCL issues. Your environment will probably be different, so your plan and scripts will be different in their details. However, these models can help you think about issues so you can devise solutions, plans, and scripts that fit your particular situation.

Review this model migration plan and write a plan that fits your implementation of ChangeMan ZMF:

  1. Write a test plan for standard ChangeMan ZMF 8.3 functions, and write a test plan for functions that you have customized.

  2. Install changes to pre-8.3 skeletons to use INCLUDE groups to set JOBLIB and STEPLIB library names in installation jobs. Install the corresponding INCLUDE groups into production PROCLIB libraries.

  3. Create change packages for custom ChangeMan ZMF 8.3 components:

    • Components that will be installed in ChangeMan ZMF 8.3 custom libraries.

    • Components that will be installed in system libraries, such as PROCLIB, CLIST, and JCLLIB.

  4. Follow the instructions in the ChangeMan ZMF Installation Guide to build a test ChangeMan ZMF 8.3 instance. Perform the minimum customization described in that manual to get your test instance running.

  5. If you use P instances for production installations, built a test P instance of ChangeMan ZMF 8.3.

  6. Test standard (not customized) ChangeMan ZMF 8.3 functions to verify that they work as they are supposed to and to gain an understanding of new and changed features in the base product.

  7. Forward fit your customizations into ChangeMan ZMF 8.3 components, if and as appropriate. If possible, use the ChangeMan ZMF M+R Option for this task. Any version of the M+R Option is suitable.

  8. Test your customizations on the ChangeMan ZMF 8.3 test instances.

  9. Use the guidelines given in this manual to convert an existing pre-8.3 ZMF test instance to version 8.3.

  10. Write conversion-day scripts based on your experience converting pre-8.3 test instances to ChangeMan ZMF 8.3.

  11. Refine conversion JCL so that it is production-ready. Run volume tests to validate space allocations and obtain run-time estimates.

  12. Modify existing housekeeping jobs to fit ChangeMan ZMF 8.3.

  13. Test housekeeping jobs with production volume input to validate space allocations and obtain run-time estimates.

  14. Execute dry-run tests of your conversion-day scripts. Repeat until they run smoothly.

  15. Install the change package that contains the customized components that are stored in ChangeMan ZMF 8.3 production libraries.

  16. Revise customer-written user documentation, administrator procedures, and training materials. Alert ChangeMan ZMF users to processing changes delivered in version 8.3.

  17. Follow your company procedures to schedule the conversion, provide notice to users, and schedule support.

  18. Take appropriate actions to rebuild package installation JCL that does not set JOBLIB and STEPLIB libraries with INCLUDE group statements (for example, Freeze Option 5 or Approve Option 5 to rebuild the installation JCL).

  19. For customers who license the ChangeMan ZMF Db2 Option and/or ERO Option:

    ChangeMan ZMF 8.1.1 contained significant changes if you license the Db2 Option and/or the ERO Option. Therefore if you are migrating from an earlier version than 8.1.1, you must also refer to one of the following sections, as appropriate, for details:

    Note

    ChangeMan ZMF Db2 programs are precompiled with VERSION(AUTO) so you can have multiple versions of a package in the Db2 catalog.

  20. Execute conversion-day scripts to migrate your production ChangeMan ZMF environment to version 8.3.

  21. As time permits after conversion, log on to each migrated ChangeMan ZMF 8.3 instance and make post conversion administration changes.