System z Linux Proof Of Concept Project Management Best Practices

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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_at_mainline.com
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Agenda

• Mainlines System z Linux Life Cycle
• Planning for the POC
• Project Methodology Overview
• Dos and Donts

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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
• zVM Linux Healthcheck

Production
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Linux Team

• The Team
• Planning New Workload Sales Team
• Marianne Eggett Central, West
• Andy Greco NE, Mid Atlantic, SE
• Proving Installation Team
• Project Managers
• zVM and Linux Technical Consultants
• WebSphere, DB2 UDB, other expertise
• Production 24x7 SuSE LOTS Support Line
• Supporting zVM SuSE Linux
• Supporting IBM and many non-IBM middleware
  Software products

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Best Fit For Server Consolidations

• DB2 Connect Ideal 1st Application
• Oracle Generates excellent TCOs
• WebSphere AS, MQSeries Portal
• WebSphere HATS HOD
• CICS Gateways, IMS Connect
• Lotus Domino eMail and Applications
• Tivoli TSM Server
• DB2 UDB
• Communication Controller for Linux (3745
  replacement)
• Network Infrastructure FTP, NFS, DNS, etc.
• ISV products WebFocus, Attachmate

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MIS Customer References

• State of Idaho Domino, Apache appl
• Emigrant Savings WebSphere
• University of Maryland Oracle
• Thomas Jefferson Un. Hospital TSM
• Indianapolis Power Light WebSphere Hats
• Boston University DB2 UDB, Oracle
• John Hopkins University WebSphere
• Brocade Development Environment

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Linux Partners

• Novell Business Partnership
• Mainline is Novells largest remarketer of
  System z SuSE Linux
• Red Hat Business Partnership
• IBM
• zVM and PPA Software
• IBM Software Excel Support Line
• Velocity Software for zVM Linux performance
  tuning

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Managing the Linux Proof of Concept
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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

Installation Set Up
Testing
Closing
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Value Proposition

• IBM
• Scorpion Study
• Environmental Studies
• Application Assessments
• zRace

Proving

• Planning

• Mainline
• IFL Capacity sizings
• Business Case
• zRace with IBM Techline

Production
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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

• Infrastructure Planning
• Hardware
• Software
• Network
• Security
• Disk
• Backup Recovery
• Project Planning
• Scope Document
• Project Plan
• Team Roster
• Systems Assurance
• Statement of Work Consulting Services
• Status Report
• Phone Support
• IBM Loaner Program
• POR date
• Success Criteria
• Configs

Installation Set Up
Testing
Closing
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Project Definition

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

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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

• 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

Installation Set Up

• IBM loaner Eq.
• zVM Linux install
• Other SW install
• Network
• Security
• Disk
• DB loads
• Application set up
• Other Distributed Servers
• Weekly Status Meeting
• Status Report

Testing
Closing
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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

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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

• 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

Installation Set Up

• IBM loaner Eq.
• zVM Linux install
• Other SW install
• Network
• Security
• Disk
• DB loads
• Application set up
• Other Distributed Servers
• Weekly Status Meeting
• Status Report

Testing

• Test Plan
• Unit
• Volume/Performance
• Weekly Status Mtg
• Status Report
• Issues Management
• Escalation Process
• Resource Management
• In house
• Mainline
• IBM
• Linux vendor
• ISVs

Closing
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Testing

• Test Plan
• Outline tests
• Document performance targets when compared to
  current production system
• Keep track of each runs changes
• Keep track of each runs 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

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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

• 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

Installation Set Up

• IBM loaner Eq.
• zVM Linux install
• Other SW install
• Network
• Security
• Disk
• DB loads
• Application set up
• Other Distributed Servers
• Weekly Status Meeting
• Status Report

Testing

• Test Plan
• Unit
• Volume/Performance
• Weekly Status Mtg
• Status Report
• Issues Management
• Escalation Process
• Resource Management
• In house
• Mainline
• IBM
• Linux vendor
• ISVs

Closing

• Success Criteria Acceptance
• Loaner Purchase or removed

• Production Implementation Planning
• Purchasing
• Technical Services
• Vendor 24x7 Support

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Closing

• Document results against Success Criteria
• Review results with project team to gain
  everyones concurrence
• Identified lessons learned

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Proving Managing the Linux POC
Project Initiation
3-5 weeks
Project Definition

• 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

1-3 weeks

• 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

Installation Set Up
2-20 weeks

• IBM loaner Eq.
• zVM Linux install
• Other SW install
• Network
• Security
• Disk
• DB loads
• Application set up
• Other Distributed Servers
• Weekly Status Meeting
• Status Report

Testing
1-3 weeks

• Test Plan
• Unit
• Volume/Performance
• Weekly Status Mtg
• Status Report
• Issues Management
• Escalation Process
• Resource Management
• In house
• Mainline
• IBM
• Linux vendor
• ISVs

Closing

• Customer Final Report
• Success Criteria Acceptance
• IFL Purchased or removed

• Production Implementation Planning
• Purchasing
• Technical Services
• Vendor 24x7 Support

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Managing the Linux POC
Hardware Solution Coordination
zVM and Linux POC Project Management Deliverables

• These are PMO standard templates to manage Linux
  POCs
• POC Scope Document
• POC Success Criteria
• POC Project Plan
• POC Team Roster
• POC Status Report

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Beware of the Benchmark POC
Final Comments

• 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.

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Ideal POC Scope

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

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Planning
Proving Managing the Linux POC
Project Initiation
Project Definition

• 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

• 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

Installation Set Up

• IBM loaner Eq.
• zVM Linux install
• Other SW install
• Network
• Security
• Disk
• DB loads
• Application set up
• Other Distributed Servers
• Weekly Status Meeting
• Status Report

Testing

• Test Plan
• Unit
• Volume/Performance
• Weekly Status Mtg
• Status Report
• Issues Management
• Escalation Process
• Resource Management
• In house
• Mainline
• IBM
• Linux vendor
• ISVs

Closing

• POC Final Report
• Success Criteria Acceptance
• IFL Purchased or removed

• Production Implementation Planning
• Purchasing
• Technical Services
• Vendor 24x7 Support