IBM Cloud Provisioning And Management For Z/OS Overview

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Front coverIBM Cloud Provisioningand Management for z/OSAn IntroductionKeith WinnardGary PuchkoffHiren ShahRedpaper

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Cloud Provisioning and Management OverviewThis IBM Redpaper publication introduces you to IBM Cloud Provisioning andManagement for z/OS . The paper was written to coincide with the announcement of IBMCloud Provisioning and Management for z/OS, and the software is not yet generally available(GA) at the time of this writing. As such, any examples that are shown are subject to changeat any time before the software is GA. The goal of this paper is to provide you with an initialoverview and more information to support the announcement.You might be new to clouds, or might have heard of many different variations of what a cloudmight be. Therefore, it is useful to begin with establishing an understanding of cloudcomputing concepts.The paper describes the provisioning and management of z/OS middleware and explains howthese aspects can be offered as a cloud service.This paper includes the following topics: “Defining and scoping cloud services on z/OS” “Cloud provisioning and management service positioning” on page 9 “Adopting the cloud approach for z/OS” on page 13Defining and scoping cloud services on z/OSThe approach to provisioning and managing z/OS as cloud services is not focusing on theprovisioning of operating system instances, but rather the ability to provision multipleworkloads in a single z/OS instance. It takes the responsibility of resource orchestration andmapping resources to be automatically provisioned for middleware instances.We make the assumption that the z/OS operating system is part of the infrastructure anddoes not need to be instantiated to deploy a workload in a development, test, or productionenvironment.Provisioning a new instance of the z/OS operating system in a new LPAR is an importantrequirement, but is beyond the scope of this Redpaper publication. Copyright IBM Corp. 2016. All rights reserved.ibm.com/redbooks1

Cloud computingThe National Institute of Standards and Technology (NIST) provides the following definition1for cloud computing:“Cloud computing is a model for enabling convenient, on-demand network access to ashared pool of configurable computing resources (for example, networks, servers,storage, applications, and services) that can be rapidly provisioned and released withminimal management effort or service provider interaction.”Users interact with cloud computing environments with the services that the cloudenvironment provides. The following examples are services that typically are provided by acloud: Virtual serversDatabase servicesMiddleware instancesEmail applicationsStorageYour organization can use cloud services that are provided by third parties, or you can buildyour own cloud. If you build your own cloud, you can provide services from your cloud tointernal company users, lines of business, selected business partners or customers, or to theworld at large.You might also choose to have a mixture of the two, in which some of the cloud services areinternal and accessible through your intranet, and other services are external and accessibleby using the Internet.Cloud services characteristicsBased on the NIST definition, the characteristics and models that constitute a cloud serviceare shown in Figure 1.CharacteristicsService modelsOn-demand self-serviceInfrastructure as a service (IaaS)Broad network accessPlatform as a service (PaaS)Resource poolingSoftware as a service (SaaS)Rapid elasticity or expansionDeployment modelsMeasured servicePublicPrivateHybridCommunityFigure 1 Cloud characteristics and models12For more information, see NIST Special Publication (SP) 800-145, A NIST Definition of Cloud bs/800-145/SP800-145.pdfIBM Cloud Provisioning and Management for z/OS: An Introduction

For a service to be considered a “cloud service,” it must include the following characteristics: Support self-service provisioning Be accessible through the Internet or corporate intranet Provide resources from a resource pool, without the user needing knowledge of the pool Provide simple and fast resource elasticity as users demand changes Monitor resources with a dashboard view on cloud health status and potentially support ametering capability, which enables a dynamic charge-back modelTo provide these characteristics, the infrastructure that enables the cloud services uses thefollowing key enablers: VirtualizationAllows computing resources to be pooled and allocated on demand. It also enablespay-per-use billing to be implemented. AutomationEnables the elastic use of available resources and workloads to be moved to whereresources are available. It also supports provisioning and deprovisioning of serviceinstances to support scalability.Although these enablers are not part of any formal cloud definition, they are indispensable indelivering the essential cloud service characteristics.Many traditional IT services are provisioned with the characteristics of a cloud service. Forexample, as systems programmers you might create a development and testing environmentfor a particular application project, as shown in Figure EST2MQDEV1MQTEST1DB2DEV1DB2TEST1Network connectivityNetwork connectivityRACF definitionsRACF definitionsFigure 2 Sample development and test environmentIs this type of provisioning considered a cloud service? The application project leader (user)might submit a work request for these environments to be built. When the systemsprogrammers (provisioners) plan and build the components, they hand these componentsover to the application project leader. Is this service a type of cloud service? In context of theNIST definition, the answer is no.3

How do you know that you are providing or using a cloud service, or when you are using acloud service?You know that you are providing or using a cloud service when your service exhibits thecharacteristics that are listed in Figure 1 on page 2 and it is provisioned by using thevirtualization and automation enablers.From a cloud user perspective, it is important that you can perform self-service tasks thatrelate to the cloud service you are using to quickly provision new service instances.Resources that are elastically sized to meet your changing processing demands also areneeded.In a traditional z/OS environment, many tasks to support the development and support ofbusiness applications and the infrastructure require expertise that is in disparate teams. It is ajoint effort that requires the skills of different areas to be focused on a common deliverable,such as a new project. In this instance, the skill factor can be high for each task, but the use ofwell-defined local standards suggests that the tasks are repetitive (with different valuespassing through them, such as IP addresses). Therefore, it is likely each of the areas featuretheir own process to deliver their own part of the project. The question becomes: How manyof the tasks can be delivered as a cloud service?To understand the role and scope of a cloud service, consider the questions that are listed inTable 1 and apply them to the project environments that are shown in Figure 2 on page 3. Thequestions are set from the perspectives of the provisioner and user.In this instance, you might regard the provisioners as the systems programmers, securityadministrators, and other infrastructure support roles. The users might be the applicationdevelopment project leader, programmers, testers, or someone from the business. Theymight even be a member of the infrastructure support.Table 1 Cloud Services characteristics -related questions4ProvisionersUsersHow much information did I need to performthe set up tasks that were assigned to me?How much of each environment did I self-provision?How is the information given to me?What information did I need to give to theprovisioners?How long does it take me to set up eachcomponent?How much information did I need to give?How much validation do I manually completeto ensure that the components are working?How much information that I give is common toother projects?Who needed to be involved in setting up thecomponents?For how long do I have access to the environment?How many hours are used in meeting with theusers to understand what is required?Will I receive any confirmation of how muchresource I used?How long did it take to set up eachcomponent?After the project is running, how much self-servicecan I have then? For example, can I add a new userto the project or do I have to request a change?How many activities were required for eachcomponent?How much resource time was used in providing theinformation for the project?IBM Cloud Provisioning and Management for z/OS: An Introduction

ProvisionersUsersHow long did it take to set up all theenvironment?How much research did I have to complete to supplythe infrastructure provisioning and support theteam’s infrastructure with the information theyrequire to set up the components?How many activities were required for eachcomponent?What if I want to add IBM WebSphere ApplicationServer or another IBM CICS region?Is there a standard procedure for setting upeach element?Was the environment backed up? Can I reset theenvironment whenever I want?How many changes were raised for thisenvironment to be set up?Do I need to read and understand all of thestandards documents to set up my ownenvironment?How many sign-offs were required for eachcomponent before the environment washanded over to the users?What performance or turnaround can I expect fromthis environment?How quickly can I reset or rebuild theenvironment if there is a major issue?Where is the information that shows the settings andoptions for this environment?How many maintenance activities are set up tomaintain the environment?When I am finished with this environment, can Iremove it?How many IP addresses did I need?Do I need to set up meetings with the provisionersto discuss changes and refinement?Does the environment fit in the correct place interms of performance requirements?How do I know what I was given?You might have many more questions to add to this table. The answer to the questions in thistable vary from person to person. The aim of asking these questions is to explore whether theprovisioning falls into a cloud service because of the characteristics and enablements of theprovisioning.An application development project’s lifecycle can be much more than a single developmentand single test environment. As shown in Figure 3, more environments are added. Theseenvironments might include the same requests as the requests that are shown in Figure 2 onpage 3, depending on local policies and the scope of project.DR lean versionIT staff TrainingEnd user TrainingDevelopmentSystem testingAcceptancePre-ProductionUser testingtestingtestingUnit testingProductionFigure 3 Application development cycle environment sample5

Consider again the questions that are listed in Table 1 on page 4 for each of the environmentsthat are shown in Figure 3. When the lifecycle expands, so too does the amount of effort andskills that are needed to produce each environment. As the project progresses through thelifecycle, more people become involved, each with a varying degree of understanding andresponsibility.The people that are involved in building the environments work for different teams within theIT department; therefore, separate work requests are generated, approved, completed,recorded, signed off, and accounted for (such as time sheets and charging).An effective cloud service can help reduce the level of activities and complexities through thecharacteristics and enablement factors.Having examined the characteristics, understanding the cloud service model is the nextstage.Cloud services modelsNIST formally describes a standard for grouping cloud services, referring to them as servicemodels. These service models are sometimes referred to as delivery models because theydescribe the services that are delivered by the cloud model. The following sections describethe NIST service models.Infrastructure as a ServiceThe Infrastructure as a Service (IaaS) model is the simplest for cloud service providers toprovision and can include the following elements: Compute Storage NetworkEach of these elements is provisioned in an elastic fashion. As an IaaS user, you can deployand run your chosen software, including operating systems and applications. You do not needto manage or control the underlying cloud infrastructure, but you can control the operatingsystems, storage, and deployed applications. You might also have limited control over selectnetworking components, such as host firewalls.Platform as a ServiceThe Platform as a Service (PaaS) model includes services that are built on IaaS services.They add value to the IaaS services by providing a platform on which the cloud users canprovision their own applications, or conduct application development activities. The user doesnot need to manage the underlying cloud infrastructure (network, storage, operating systems,and so on), but can control configuring the provisioned platform services. The followingservices are provisioned in PaaS models: MiddlewareApplication serversDatabase serversPortal serversSoftware as a ServiceThe Software as a Service (SaaS) model provides software services that are completeapplications that are ready to use. The cloud user connects to the application, which isrunning at a remote location. The user might not know where the system is located.6IBM Cloud Provisioning and Management for z/OS: An Introduction

The cloud service provider is responsible for managing the cloud infrastructure, the system onwhich the application is running, and the application. This approach eliminates the need forthe users to install and run the application on their own computers, which significantlyreduces the need for maintenance and support.SaaS is sometimes referred to as applications as a service because SaaS providesapplications as a service rather than only software. SaaS also includes content services (forexample, video on demand) and higher value network services (for example, VoIP) thantypically encountered in communication service provider scenarios.A summary of the service models is shown in Figure 4.Infrastructure as aService (IaaS) Compute Storage NetworkPlatform as a Service (PaaS) Middleware Application servers Database servers Portal servers Development runtimeenvironmentsSoftware as a Service (SaaS) Ready-to-use applications Content services (video ondemand) Mobile Business AnalyticsFigure 4 Service modelsCloud delivery modelsCloud delivery models refer to how a cloud solution is used by an organization, where thedata is stored, and who operates the cloud solution. Cloud computing supports multipledelivery models that can deliver the needed capabilities in a cloud solution.The following cloud delivery models are available: Public cloudPrivate cloudHybrid cloudCommunity cloudThese delivery models provide services that are in line with the service models. You canintegrate them with IT systems and other clouds.Public cloudA public cloud is a solution in which the cloud infrastructure is available to the general publicor a large industry group over the Internet. The infrastructure is not owned by the user, but byan organization that provides cloud services. Services can be provided at no cost, as asubscription, or as a pay-as-you-go model.Private cloudA private cloud is a solution in which the infrastructure is provisioned for the exclusive use of asingle organization. The organization often acts as a cloud service provider to internalbusiness units that obtain all of the benefits of a cloud without having to provision their owninfrastructure. By consolidating and centralizing services into a cloud, the organizationbenefits from centralized service management and economies of scale.7

A private cloud provides an organization with some advantages over a public cloud. Theorganization gains greater control over the resources that make up the cloud. In addition,private clouds are ideal when the type of work that is being done is not practical for a publiccloud because of network latency, security, or regulatory concerns.A private cloud can be owned, managed, and operated by the organization, a third party, or acombination of the two. The private cloud infrastructure is provisioned on the organization’spremises, but it can also be hosted in a data center that is owned by a third party.Hybrid cloudAs the name implies, a hybrid cloud is a combination of various cloud types (public, private,and community). Each cloud in the hybrid mix remains a unique entity, but is bound to the mixby technology that enables data and application portability.The hybrid approach allows a business to use the scalability and cost-effectiveness of apublic cloud without making available applications and data beyond the corporate intranet. Awell-constructed hybrid cloud can service secure, mission-critical processes, such asreceiving customer payments (a private cloud service) and secondary processes, such asemployee payroll processing (a public cloud service).Community cloudA community cloud shares the cloud infrastructure across several organizations in support ofa specific community that includes common concerns (for example, mission, securityrequirements, policy, and compliance considerations). The primary goal of a community cloudis to have participating organizations realize the benefits of a public cloud, such as sharedinfrastructure costs and a pay-as-you-go billing structure, with the added level of privacy,security, and policy compliance that is associated with a private cloud.The community cloud infrastructure can be provided on-premises or at a third party’s datacenter. It can be managed by the participating organizations or a third party. A summary ofthe delivery models is shown in Figure 5.Public cloudPrivate cloudHybrid cloudCommunity cloud Infrastructure is availableto the general public or alarge industry group overthe Internet. The infrastructure is notowned by the user, butby an organization thatprovides cloud services. Services can beprovided at no cost, as asubscription, or as apay-as-you-go model. Infrastructure is provisioned forthe exclusive use of a singleorganization. By consolidating andcentralizing services into acloud, the organization benefitsfrom centralized servicemanagement and economies ofscale. A private cloud can be owned,managed, and operated by theorganization, a third party, or acombination. Each cloud in the hybridmix remains a uniqueentity, but is bound to themix by technology, data,and applications. Allows a business to usethe scalability and costeffectiveness of a publiccloud without makingavailable applications anddata beyond the corporateintranet. Shares the cloud infrastructureacross several organizations insupport of a specific community thathas common concerns (securityrequirements and complianceconsiderations). Participating organizations realize thebenefits of a public cloud, such asshared infrastructure costs and a payas-you-go billing structure, with theadded level of privacy, security, andpolicy compliance that is usuallyassociated with a private cloud.Figure 5 Delivery models8IBM Cloud Provisioning and Management for z/OS: An Introduction

Two types of cloudThus far in this Redpaper publication, we focused on environments. Environments hold datathat must be stored. Consider that there are two types of cloud services. The first is similar toprovisioning environments; the second type is primarily concerned with data storage and howthat data can be managed. Figure 6 shows the two types of cloud services.Figure 6 Types of cloud servicesThe compute cloud provides all of the necessary components to run the applications. Thestorage cloud holds the data and caters for functions, such as backing up and archiving data.Cloud provisioning and management service positioningThe provisioning and management areas are within the compute cloud services. Theapproach for cloud on z/OS is not focusing on the provisioning of operating system instances,but rather the ability to provision multiple workloads in a single z/OS instance.The targeted area for the cloud enablement is in provisioning middleware and related areas.The focus is within the PaaS and the SaaS, as shown in Figure 7 on page 10.9

Focus of z/OS ervingService CatalogServices & composition PI &integrationserv icesSoftware definedstorageSA PAPI EconomyMQTraditionalmiddlewareb asedworkloadsResource abstraction & optimizationSoftware definedcomputeHealthcareservicesIO CWebSphere ASBusinessAnalyticsSoftware definednetworkingCloud OperatingEnvironmentPaaSSoftware DefinedEnvironmentsIaaSHardw areFigure 7 Focus of z/OS cloud enablementThis first step to providing a cloud service is to provision middleware to help quickly andeffectively create environments that are in line with the NIST-defined cloud servicescharacteristics and models.Middleware plays a crucial role in the business application’s lifecycle. New businessapplications (such as those based on mobile devices and IOT) are likely to accessmiddleware components because of the need to access systems of record. They might needtheir own environments within the development lifecycle; therefore, the appropriatemiddleware must be provisioned quickly and effectively. Business applications also arechanging to use the new technologies and the feeds from them, which raises the demand formore environments.Middleware is key and must be provisioned in a manner that keeps pace with otherprovisioning methods and expectations.z/OS cloud enablement cloud serviceThe NIST characteristics define the cloud services, but also expect the enablers, servicemodels, and deployment models to be present. Although z/OS is well-positioned for many ofthe characteristics, what kind of cloud services might be provided?If you think of yourself as a service provider, you might produce the following deliverables: A new user ID A new LPAR or an entire sysplex Middleware as a service, such as a CICS region or WebSphere Application Server An IBM DB2 table or an IBM MQ Queue as a service An entire applicationYou probably already produce these deliverables, but do you deliver them as a cloud service?To determine the answer to this question, it is necessary to revisit the NIST characteristics.10IBM Cloud Provisioning and Management for z/OS: An Introduction

Support self-service provisioningTraditionally, this area is not where z/OS was accommodating to all users. In the provisioningaspects, you might expect to see a team of infrastructure technicians that can include thefollowing members: System programmersStorage managersSecurity administratorsNetwork administratorsOperations analystsPerformance analystsCapacity plannersDatabase administratorsThese technicians build the environments by providing the following skills and standards: Operating system supportMiddleware software installation, customization, and roll-out processesIP addresses and connectivity configurationsUser IDs and access rules to IT resources and business-related dataEncrypted data to protect the businessWorkload definition and prioritization within WLMSMF data capture, monitoring, analyzing, and reportingAutomated procedures to help establish and maintain a smooth operational flowApplication support from a technical infrastructure perspectiveThese skills are provided perhaps by passing through the following management processpoints: Individual work requestsGranular change control for each changeProblem managementImplementation managementApplication project planning and reviewsCapacity planning and performance managementUser liaison for training environmentsService line support for queries and issuesFrom the service users perspective, you might see the following people who are involvedthroughout the provisioning process: Application development and maintenance:–––––Project managersProject leadersSolution architectsTestersSystems analysts Business support:–––––––IT account managers for LOBPower users for the businessStrategy architectsTrainersMobile and other digital developmentSocial mediaOnline business analysts11

Analytics:––––––Business performanceMarketingProduct analystsCustomer behavior specialistsSearch engine optimizersOnline content specialistsThis list is not exhaustive because each sector, vertical, and organization has its own specificneeds.The expansion of on-demand services can mean that the users want more from theprovisioners. The issue is how the provisioners provide the users with what they want with thefollowing key deliverables: Consistent qualityRapid provisioningMiddleware functionalityFlexibilityAssured availability levelsThe ideal answer is a solution in which a mechanism to provide services (no matter how smallor large) is put in place that provides an automated method that is based on standards. Thesolution must be easy to use and delivers middleware components to an agreed level ofspecification within a band of flexible options.The method can encompass various entities from multiple provisioning areas (such as IPaddresses and security access) and be classified as a single change.The process is based on templates that include values that are agreed on by all parties toeliminate the need for repetitive information gathering, reviews, and meetings. The templatesare processed and produce the wanted environment with all its components ready for use.The organization can authorize the personnel to start a process that is deemed appropriate totheir needs and roles.The solution is a series of workflows to create and (where possible) maintain theenvironments for business development, delivery, and support, as shown in Figure 8.TraditionalprovisionersDefining, customizing,and using workflows tobuild environments.Middleware as a Service provisioning workflowsTraditional usersProviding provisionerswith information to helpmake workflowseffective.Consolidatingactivities andreducing overheadsto delivermiddleware andrelated services .Figure 8 Workflow solutionz/OSMF is the key tool within the solution because it can provide the workflow process todeliver the middleware components. z/OSMF plays a pivotal role in delivering the workflows tobuild instances of middleware in a consistent, effective, and performant manner.12IBM Cloud Provisioning and Management for z/OS: An Introduction

The z/OSMF GUI must be easily navigated to deliver the workflows. This feature is crucial inestablishing the opportunity within z/OS for self-service. The simpler the interface that is usedto start a workflow, the more attractive it is for users to feel confident in using it.A user can be anyone who is given the authority to access the particular required service.Accessibility through the Internet or corporate intranetThe use of z/OSMF is ideal because it is browser-based and can be accessed by usingTCP/IP.Each organization has its own policies about network access. The access to z/OSMF must becompatible with the standards and practices.Providing a resource poolz/OS and the hardware are capable of high virtualization levels and can refine sharing levelsacross the whole configuration. This feature is a fundamental difference from typical cloudenvironments; therefore, it has an advantage over more singular environments by creatingvirtual resources as and when it needs to without the user knowing how it is physicallybacked.Resources can be allocated from the resource pool for a project. Resources are returned tothe pool after they are not required.The critical resources are mediated by WLM and other parts of z/OS. The user does not needto know about these mediations or how they are performed.APIs enhance the users’ ability to communicate when requesting information or services.Providing simple and fast resource elasticityz/OS can scale from less than 1 GB and fractional MIPS to 4 TB and 112,000 MIPS, thenmultiplied by up to 32 coupled systems. It can also scale out further to multiple sysplexes.Monitoring and metered usagez/OS has a long history and high proficiency in its ability to monitor resources with adashboard view on cloud health status. SMF also can provide a metering capability, whichenables a dynamic charge back model.SMF and other repositories provide the opportunity to identify resource utilization and to capusage or resources that is in line with the user’s agreement.Adopting the cloud approach for z/OSThus far in this Redpaper publication, we reviewed provisioning services. At the time of thiswriting, the IBM Cloud Provisioning and Management for z/OS can provide the followingmiddleware: IBM WebSphere Application Server for z/OS Liberty Profile V8.5.8 or higherIBM MQ V8 or higherIBM CICS TS 5.x or higherIBM IMS V13 or higherIBM DB2 V11 or higher13

In cloud environments on distributed servers (or even with

2 IBM Cloud Provisioning and Management for z/OS: An Introduction Cloud computing The National Institute of Standards and Technology (NIST) provides the following definition 1 for cloud computing: "Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources (for example, networks, servers,

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