1. © 2009 IBM Corporation IBM Configurator for e-business (e-config) Training Module 3 – Entry Server (Power 720) with STG Software Products Bill Luken – Global Client Value 02 February 2011

2. © 2009 IBM Corporation e-config Training – Module 3 This is the third module in a series of modules that are being developed to help our IBM and Business Partner sales teams learn about the basic workings of the IBM Configurator for e- business, also called e-config. This module is designed to help you better understand how to configure an entry Power 720 server and then clothe with STG software products. 2

3. © 2009 IBM Corporation e-config Training – Global Settings ‘Main Selections’  After launching e-config and starting an initial order, the Global Settings pop-up window will display. From here select the ‘Main Selections’ tab. Some selections are set by default, you can select and deselect as you prefer. Make sure to select ‘Express Seller’ products.  These are the main settings that you will set to help customize when building a POWER system, and will vary based off of the server or product 3 

4. © 2009 IBM Corporation e-config Training – Global Settings ‘Software Default Options’  After launching e-config and starting an initial order, the Global Settings pop-up window will display. From here select the ‘Software Default Options’ tab. Some selections are set by default, you can select and deselect as you prefer. Select your preferences for p5/AIX and/or IBM i.  These are the Software offerings that you will have available to customize when building a POWER system, and will vary based off of the server or product 4

5. © 2009 IBM Corporation e-config Training – Global Settings ‘Services’  After launching e-config and starting an initial order, the Global Settings pop-up window will display. From here select the ‘Services’ tab. Some selections are set by default, you can select and deselect as you prefer. There is also a selection to ‘Remember these settings for new configurations’  These are the Services that you will have available to customize when building a POWER system, and will vary based off of the server or product 5

6. © 2009 IBM Corporation e-config Training – Product Selection  After setting your selections under Global Settings Wizard and selecting ok, you will now have the ability to choose a system or product to configure –Hardware, Software, Peripherals, Services, ISS Security –For this module I will select the Model 720(8282-E4B) under POWER7 Systems  You could launch back into Global Settings Wizard, see bottom left of screen  There is also a Wizard selection for ‘Total Configuration Services Options’, which allows you to set the contract terms 6

7. © 2009 IBM Corporation e-config Training – Product Configuration  In this example I chose the POWER7 System Model 720(FC 0774) 4-core Express Edition under the ‘IBM Edition Packages’  Under the Operating System the Primary OS I selected is ‘IBM i 7.1’ and I selected Additional OS ‘AIX V7.1 Std Ed’  By default FC 8350 under Processors was set to 1, due to my IBM Edition selection –Next I set FC 8360, 8363 to 4 so I can activate all 4 cores 7

8. © 2009 IBM Corporation e-config Training – Product Configuration ‘System’  Next I moved to the ‘System’ tab –You can just select the tabs you would like to make selections and/or adjustments too  By default FC 4526, 8GB (2x4GB) Memory DIMMs was set to 1, I changed to 2  By default under System Options FC 1824 was set to 1, no need to change for this entry configuration 8

9. © 2009 IBM Corporation e-config Training – Product Configuration ‘Storage’  Next I moved to the ‘Storage’ tab –You can just select the tabs you would like to make selections and/or adjustments too  By default under Hard Drives FC 1888, 139GB 15K SAS Disk Drive was set to 2  By default under Media Drives FC 5619 80/160GB SAS Tape Drive was set to 1, no need to change for this entry configuration  By default under Additional Hardware FC 5630 Storage Backplane was set to 1, no need to change for this entry configuration 9

10. © 2009 IBM Corporation e-config Training – Product Configuration ‘Adapters’  Next I moved to the ‘Adapters’ tab –From here you can further refine to choose WSC/Console, WAN, LAN, Graphics, etc.  Started with ‘WSC/Console’ then under Accessories, FC 5550 Sys Console set to 1 10

11. © 2009 IBM Corporation e-config Training – Product Configuration ‘Adapters’  Continuing with the ‘Adapters’ tab –From here you can further refine to choose WSC/Console, WAN, LAN, Graphics, etc.  Next choose ‘LAN’ then under Accessories, FC 7802 Ethernet Cable HMC to System Unit set to 1 11

12. © 2009 IBM Corporation e-config Training – Product Configuration ‘Power’  Next I moved to the Power tab  Next I chose FC 6671 Power Cord, Drawer to IBM PDU, quantity 2 –Make sure to choose the appropriate power cords for your environment / solution  By default System AC Power Supply FC 5603 was set to 2  By default UPS Conversion Cable FC 1827 was set to 1  BY default Port Converter Cable FC 3930 was set to 2, I changed to 1 12

13. © 2009 IBM Corporation e-config Training – Product Configuration ‘Power’  Next I moved to the Codes tab  Next I chose FC 4650, Rack Indicator – Not Factory Integrated  By default IBM i 7.1 Specify Code FC 0567 was set to 1  By default Primary OS IBM i FC 2145 was set to 1 13

14. © 2009 IBM Corporation e-config Training – Product Configuration ‘CSP/LPAR’  Next I moved to the CSP/LPAR tab  By default AIX Partition Specify FC 0265 was set to 1  By default IBM i Operating System Partition Specify FC 0267 was set to 1  By default PowerVM Express Edition FC 5225 was set to 4 –Must match CPU core count 14

15. © 2009 IBM Corporation e-config Training – Product Configuration ‘OS PCS’  Next I moved to the OS PCS tab  You can bypass this tab during initial configuration and go back after –In this module I made the updates prior to the initial configuration  The number of cores licensed as selected in the Software wizard is 2, but the number of active cores is 4, so you need to adjust the core count under ‘OS Processor Counter Specify’ to be equal or greater than 2 –I selected 2 for FC 9448, Number of cores that will run IBM i in the future or transferred from another server  If not adding a UPS, at this point choose ‘Configure’ to exit the Wizard 15

16. © 2009 IBM Corporation e-config Training – Product Configuration Main Screen  This is the view from the main configuration screen. The next step is to make changes to ‘Software Products’, verifying defaults and adding/removing STG and Other Vendor Software products – see bottom left of screen capture 16

17. © 2009 IBM Corporation e-config Training – Software Products ‘Product Categories’  This is the initial view of the Software Products configuration Wizard –We will start on the ‘Product Categories’ tab  Select appropriate software from the ‘Product Categories’ selection list –For this module I have selected, some are defaults, the Operating System/Fast Path, Other System Offerings, Vendor Products & Systems Director  If you do not what to select for the software product you require, use the ‘Product Search’ feature on the top right hand side 17

18. © 2009 IBM Corporation e-config Training – Software Products ‘Product Selections’  This is the view of the Product Selections tab  Under ‘Product Category’ you can choose ‘All Selected Categories’ or drill down to a specific Category like ‘Operating System/Fast Path’, ‘Vendor Products’, ‘Other System Offerings’ or ‘Systems Director’ –The Product Category selection will change as the Products where selected on the previous ‘Product Categories’ tab  You can see some Products have been defaulted / pre- selected under the ‘Selected Products’ section, bottom of the screen shot 18

19. © 2009 IBM Corporation e-config Training – Software Products ‘Product Selections’  This is the view of the Product Selections tab  Here I selected the ‘Systems Director’ Product Category  I will add ‘5765-AEP IBM Systems Director AEM for Power Systems V4’ & ‘5765- SEP IBM Systems Director Standard Edition for Power Systems V6’, removing ‘5765- EXP IBM Systems Director Express Edition for Power Systems V6’ –I added Active Energy Manager (AEM) so I can better control power usage and trending –I added Systems Director Standard Edition for better management and control of the Server 19

20. © 2009 IBM Corporation e-config Training – Software Products ‘Product Selections’  This is the view of the Product Selections tab  Here I selected the ‘Vendor Products’ Product Category  I will add ‘5771-ZC1 Zend Server Community for i Support’ to complement the ‘5639-ZC1 Zend Server Community Edition for i’ that was pre-selected under the ‘Selected Product’ section 20

21. © 2009 IBM Corporation e-config Training – Software Products ‘Product Selections’  This is the view of the Product Selections tab  Here I selected the ‘Other System Offerings’ Product Category  I did not select any other Offerings from the ‘Available Products’, but you can see what is available and what your customers solution may require  Currently under the ‘Selected Products’ there is ‘5765-AVE & 5765-PVX’ that was defaulted or already selected due to selections made during Hardware configuration  When done adding / modifying Product Offerings, hit the ‘Configure’ button 21

22. © 2009 IBM Corporation e-config Training – Product Configuration Main Screen  I did not make any additions or changes to the ‘Implementation Service Products’ or any of the ‘Services’ selections – see Module 2 for Services training 22

23. © 2009 IBM Corporation e-config Training – Product Configuration Main Screen  Next go to the ‘Messages’ tab and rectify any Fatal (Red X) messages, then review and make changes as necessary or required for the non-critical (Yellow !) messages. Lastly review all the informational ( Blue i) messages to better understand what may be required or are just informational 23

24. © 2009 IBM Corporation e-config Training – Fatal Messages  This is the pop-up that occurred when I double- clicked on the Fatal message for 5771-ZC1 –Typically you will be provided with how to rectify the Fatal error –5771-ZC1 was one of my selections I added under Product Offerings, specifically Vendor Products –For this module I will just right-click on the message and select ‘Auto-select software prerequisite’ option 24

25. © 2009 IBM Corporation e-config Training – Product Configuration Main Screen  Next you need to perform a final validation to complete the configuration. You can right-click on the Fatal message and choose ‘Perform Final Validation’ or click-on the green check button from the button selections 25

26. © 2009 IBM Corporation e-config Training – Product Configuration Main Screen  Now you can export the configuration by selecting the export menu button (see red box) or you can right-click on the 'CFR 1’ area in the top left of the screen shot. You can choose ‘Order Forward’, ‘Export Options’ or ‘Request a Services Proposal’ along with other options. Here you would want to choose ‘Request a Services Proposal’ in order to get pricing for the Services that where added into your configuration. 26