IBM Optim for z/os products: New enhancements and new application retirement solution

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1 Software Announcement ZP , dated May 5, 2009 IBM Optim for z/os products: New enhancements and new application retirement solution Table of contents 1 At a glance 4 Publications 1 Overview 4 Technical information 1 Key prerequisites 6 Ordering information 2 Planned availability dates 14 Terms and conditions 2 Description 18 Prices 3 Program number 19 Announcement countries 4 Offering Information 19 Corrections At a glance IBM Optim for z/os products are updated to include An application retirement solution pricing for Optim Data Growth for Siebel CRM Enhancements to Siebel support Overview A new application retirement solution is now available. This application retirement/ de-commissioning capability enables organizations to retire applications and associated hardware environments, but still retain access to the application data, aiding efforts to reduce continuing maintenance costs of these environments. The new product is available with pricing. Optim Data Growth for Siebel CRM is also now available with pricing, which enables a lower cost of incremental growth and enterprise aggregation. In addition, the Optim products that support Siebel have been enhanced, adding support for the Quotes module under the Sales family. For information regarding previously announced IBM Optim products, refer to: Software Announcement ZP , dated February 03, 2009 Software Announcement ZP , dated December 09, 2008 Software Announcement ZP , dated October 28, 2008 Software Announcement ZP , dated October 28, 2008 Software Announcement ZP , dated October 28, 2008 Key prerequisites z/os V1.8 or V1.9 (5694-A01) One of the following: DB2 for z/os V8.1 (5625-DB2) DB2 for z/os V9.1 (5635-DB2) IBM is a registered trademark of International Business Machines Corporation 1

2 DB2 for z/os Edition V8.1 (5697-N29) DB2 for z/os Edition V9.1 (5697-P12) Planned availability dates May 8, 2009, for Optim Data Growth for Siebel CRM V3.2 and Optim Test Data Management for Siebel CRM V3.2 May 29, 2009, for Optim Solution for Application Retirement for z/os V6.1.1 Description The Optim family of products delivers data management solutions with a focus on: Data growth, providing proven capabilities to archive historical transaction records from mission-critical applications. Application data is relocated to a secure archive, helping to streamline the production database, reducing processing overhead and database sizes. You retain universal access to archived information. The Optim Data Growth Solution can help you improve application performance, lower IT costs, and support data-retention compliance programs. Test data management, allowing you to create more realistic, right-sized test databases, edit data to force error and boundary conditions, and compare baseline data against successive test results to better pinpoint application errors that would otherwise go undetected. Streamlining test data management can help you improve quality, speed iterative testing tasks, and accelerate revenue generation. Data privacy, providing organizations the ability to de-identify, mask, and transform sensitive data. The following updates and enhancements are available: Optim Solution for Application Retirement for z/os V6.1.1 is now available, providing application retirement/de-commissioning capabilities that enable organizations to retire applications and associated hardware environments, but still retain access to the application data, aiding efforts to reduce continuing maintenance costs of these environments. Optim Data Growth for Siebel CRM V3.2 has been enhanced and is also now available with pricing. The Sales Family of Optim Data Growth for Siebel CRM has been enhanced to support the Quotes module. The Sales Family of Optim Test Data Management for Siebel CRM V3.2 has also been enhanced to support the Quotes module. For more information on the Optim family of products, visit Accessibility by people with disabilities A U.S. Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at -based pricing pricing for eligible IBM System z IBM International Program License Agreement (IPLA) programs enables a lower cost of incremental growth and enterprise aggregation. Each System z IPLA product with pricing has a single price per and a conversion matrix, called Exhibit, for converting from some designated measurement to s. Most commonly, Millions of Service Units (MSUs) is the measurement designated by IBM to be converted to s. Some other measurements are engines or messages. IBM is a registered trademark of International Business Machines Corporation 2

3 Since MSUs are the most common measurement, that measurement will be used for the remainder of this description. pricing offers price benefits for you. For each System z IPLA program with pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Each of the various Exhibits stipulate that the larger your required license capacity, the fewer s per MSU you will need. Exhibits are uniquely identified by a three-digit code and referred to using the nomenclature VUExxx, where xxx is the three-digit code. Subsequent acquisitions of priced programs offer additional price benefits. The quantity of each System z IPLA program that you have acquired is referred to as entitled license capacity. If you wish to grow your entitled license capacity for a System z IPLA program, the calculation to determine additional needed s is based upon the number of s already acquired. For each System z IPLA program with pricing, you should: Determine the required license capacity Aggregate the capacity across the enterprise Convert the total capacity to s, using the applicable Exhibit Multiply the price per by the total number of s to determine the total cost To simplify conversion from the designated measurement to s or viceversa, use the Converter Tool. For additional information or to obtain a copy of the Converter Tool, visit the Converter Tool Web site Note that s of a given product cannot be exchanged, interchanged, or aggregated with s of another product. To determine the required license capacity for the System z IPLA program you selected, refer to the Terms and conditions section. Product identification number Subscription and Program PID number Support PID number 5655-V V V V V V16 Program number Program Program number VRM name 5655-V23 V6.1.1 Optim Solution for Application Retirement for z/os 5655-V33 V3.2 Optim Data Growth for Siebel CRM 5655-V15 V3.2 Optim Test Data Management for Siebel CRM IBM is a registered trademark of International Business Machines Corporation 3

4 Offering Information Product information is available via the Offering Information Web site Publications All product publications are provided in softcopy format on the product CD-ROMs and DVDs. Technical information Specified operating environment Hardware requirements The products and features in this announcement will operate on any hardware that supports the prerequisite software. In addition, Optim Data Growth for Siebel CRM V3.2 and Optim Test Data Management for Siebel CRM V3.2 include client and server code that runs on distributed platforms and requires a workstation that meets the following minimum requirements: Optim server on Linux 1 GHz Pentium dual processor 1 GB hard disk space for Optim and 60 GB (or as required) for archive files 1 GB RAM for a testing environment and 2 GB RAM for a production environment 100BaseT network connection Optim server on IBM AIX 350 MHz Power 3 dual processor 1 GB hard disk space for Optim and 60 GB (or as required) for archive files 1 GB RAM for a testing environment and 2 GB RAM for a production environment 100BaseT network connection Optim server on HP-UX HPIB 550 MHz dual processor 1 GB hard disk space for Optim and 60 GB (or as required) for archive files 1 GB RAM for a testing environment and 2 GB RAM for a production environment 100BaseT network connection Optim server on Sun Solaris 450 MHz Ultra SPARC dual processor 1 GB hard disk space for Optim and 60 GB (or as required) for archive files 1 GB RAM for a testing environment and 2 GB RAM for a production environment 100BaseT network connection Optim server on Windows 1 GHz Pentium dual processor IBM is a registered trademark of International Business Machines Corporation 4

5 1 GB hard disk space for Optim and 60 GB (or as required) for archive files 1 GB RAM for a testing environment and 2 GB RAM for a production environment 100BaseT network connection Optim client on Windows Pentium 600, or higher 1 GB hard disk space 256 MB RAM 10BaseT or 100BaseT network connection Software requirements All prerequisites and corequisites for the listed products apply. The products listed are supported only while service is available for those products. All z/os products and features in this announcement require: z/os V1.8 or V1.9 (5694-A01) One of the following: DB2 for z/os, V8.1 (5625-DB2) DB2 for z/os, V9.1 (5635-DB2), or later DB2 for z/os Edition V8.1 (5697-N29) DB2 for z/os Edition V9.1 (5697-P12), or later In addition, Optim Data Growth for Siebel CRM V3.2 and Optim Test Data Management for Siebel CRM V3.2 includes client and server code that runs on distributed platforms. It requires the following: Optim server on Linux Red Hat Linux 3.0 AS or 4.0 AS Client software for the database management system, unless the Optim server is installed on the database server Optim server on IBM AIX IBM AIX 5.1, 5.2, or 5.3 Client software for the database management system, unless the Optim server is installed on the database server Optim server on HP-UX HP-UX 11i, or later Client software for the database management system, unless the Optim server is installed on the database server Optim server on Sun Solaris Solaris 7, 8, 9, or 10 Client software for the database management system, unless the Optim server is installed on the database server Optim server on Windows Windows 2000, 2003, or XP Professional server Client software for the database management system, unless the Optim server is installed on the database server Optim client on Windows Microsoft Windows 2000 or 2003, or XP Professional Client software for the database management system The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a IBM is a registered trademark of International Business Machines Corporation 5

6 readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language. Compatibility The products in this announcement are upwardly compatible with their previous versions. Planning information Packaging Optim Solution for Application Retirement for z/os, V6.1.1 (5655-V23) is distributed with: Basic machine-readable material on tape and CD-ROM (LCD7-3416) Product documentation on CD-ROM (LCD7-3416) License Information (GI ) in hardcopy form Optim Data Growth for Siebel CRM V3.2 (5655-V33) is distributed with: Basic machine-readable material on CD-ROM (LK4T-3116, LCD7-3419) Product documentation on CD-ROM (LK4T-3116, LCD7-3419) License Information (GI ) in hardcopy form Optim Test Data Management for Siebel CRM V3.2 (5655-V15) is distributed with: Basic machine-readable material on CD-ROM (LK4T-3116, LCD7-3420) Product documentation on CD-ROM (LK4T-3116, LCD7-3420) License Information (GI ) in hardcopy form Global Technology Services Contact your IBM representative for the list of selected services available in your country, either as standard or customized offerings for the efficient installation, implementation, or integration of this product. Ordering information Consult your IBM representative. Charge metric PID Charge Program name number metric Optim Solution for Application 5655-V23 Retirement for z/os Optim Data Growth Solution 5655-V33 Optim Test Data Management 5655-V15 for Siebel CRM VU VU is the unit of measure by which these programs are licensed. VU Value Unit entitlements are based on the quantity of a specific designated measurement, IBM is a registered trademark of International Business Machines Corporation 6

7 either users or resources, for the given program. A Proof of Entitlement (PoE) must be obtained for the appropriate number of VU s required for your environment as defined by the specific program terms. The VU entitlements are specific to the program and may not be exchanged, interchanged, or aggregated with VU entitlements of another program. To understand these benefits of VU licensing, and to determine how many VU Value Units to obtain for the program, contact your IBM representative. The programs in this announcement all have -based pricing. Value Program Unit number Program name exhibit 5655-V23 Optim Solution for Application Retirement for z/os VUE V33 Optim Data Growth for Siebel CRM VUE V15 Optim Test Data Management VUE007 for Siebel CRM For each System z IPLA program with pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Your required license capacity is based upon the following factors: The System z IPLA program you select The applicable Exhibit The applicable terms Whether your current mainframes are full capacity or sub-capacity exhibit VUE007 MSUs MSUs minimum maximum s/msu Base Tier A Tier B Tier C Tier D s for mainframes without MSU ratings: Hardware MP3000 H30 6 MP3000 H50 8 MP3000 H70 12 ESL models 2 Ordering example s/machine The total number of s is calculated according to the following example. If your required license capacity is 1,500 MSUs for your selected System z IPLA product, the applicable s would be: Translation from MSUs to s MSUs * s/msu = s Base 3 * 1.00 = 3.00 Tier A 42 *.45 = Tier B 130 *.36 = Tier C 140 *.27 = Tier D 1,185 *.20 = Total 1, When calculating the total number of s, the sum is to be rounded up to the next integer. IBM is a registered trademark of International Business Machines Corporation 7

8 Basic license On/Off CoD The following products in this announcement are eligible for On/Off CoD with a temporary use charge calculated based on MSUs per-day usage. Program name: Optim Data Growth for Siebel CRM V3.2 Program PID: 5655-V33 Entitlement identifier Description License option/ Pricing metric S0159C9 Optim Data Growth Solution Basic OTC, per S0159CD Optim Data Growth Solution Basic OTC, per Call Center Family Module S0159CG Optim Data Growth Solution Basic OTC, per Detailed Archive Viewing S0159CB Optim Data Growth Solution Basic OTC, per Marketing Family Module S0159CC Optim Data Growth Solution Basic OTC, per Remote Interfaces S0159CH Optim Data Growth Solution Basic OTC, per Sales Family Module Program name: Optim Test Data Management for Siebel CRM V3.2 Program PID: 5655-V15 Entitlement identifier Description License option/ Pricing metric S Optim Test Data Management Basic OTC, per for Siebel CRM S Optim Test Data Management Basic OTC, per for Siebel CRM Call Center Family Module S01581B Optim Test Data Management Basic OTC, per for Siebel CRM Data Privacy Option S Optim Test Data Management Basic OTC, per for Siebel CRM Marketing Family Module S Optim Test Data Management Basic OTC, per for Siebel CRM Sales Family Module Optim Solution for Application Retirement for z/os, V6.1.1 is priced using VUE031. Translation from Gigabytes (GB) to s (VUE031) Gigabyte Tier Gigabytes s/gb Tier Tier Tier Tier IBM is a registered trademark of International Business Machines Corporation 8

9 Tier Tier Optim Data Growth for Siebel CRM V3.2 and Optim Test Data Management for Siebel CRM V3.2 are priced using VUE007. Translation from MSUs to s (VUE007) MSUs s/msu Base Tier A Tier B Tier C Tier D To order, specify the program product number and the appropriate license or charge option. Also, specify the desired distribution medium. To suppress shipment of media, select the license-only option in CFSW. Program name: Optim Solution for Application Retirement for z/os, V6.1.1 Program PID: 5655-V23 Entitlement identifier Description License option/ Pricing metric S015LB2 Optim Solution for Application Basic OTC, per Retirement for z/os Optim Solution for Application Retirement for z/os S0157Z9 English 3480 tape S0157ZB English 3590 tape Program name: Optim Data Growth for Siebel CRM V3.2 Program PID: 5655-V33 Entitlement identifier Description License option/ Pricing metric S0159C9 Optim Data Growth Solution Basic OTC, per S0159CD Optim Data Growth Solution Basic OTC, per Call Center Family Module S0159CG Optim Data Growth Solution Basic OTC, per Detailed Archive Viewing S0159CB Optim Data Growth Solution Basic OTC, per Marketing Family Module S0159CC Optim Data Growth Solution Basic OTC, per Remote Interfaces S0159CH Optim Data Growth Solution Basic OTC, per Sales Family Module Optim Data Growth for Siebel CRM S English CD-ROM Optim Data Growth for Siebel CRM Call Center Family Module IBM is a registered trademark of International Business Machines Corporation 9

10 S015HWK English Hardcopy pub Optim Data Growth for Siebel CRM Detailed Archive Viewing S015HWM English Hardcopy pub Optim Data Growth for Siebel CRM Marketing Family Module S015HWV English Hardcopy pub Optim Data Growth for Siebel CRM Remote Interfaces S015HWS English Hardcopy pub Optim Data Growth for Siebel CRM Sales Family Module S015HWP English Hardcopy pub Program name: Optim Test Data Management for Siebel CRM V3.2 Program PID: 5655-V15 Entitlement identifier Description License option/ Pricing metric S Optim Test Data Management Basic OTC, per for Siebel CRM S Optim Test Data Management Basic OTC, per for Siebel CRM Call Center Family Module S01581B Optim Test Data Management Basic OTC, per for Siebel CRM Data Privacy Option S Optim Test Data Management Basic OTC, per for Siebel CRM Marketing Family Module S Optim Test Data Management Basic OTC, per for Siebel CRM Sales Family Module Optim Test Data Management for Siebel CRM S0157XK English CD-ROM Optim Test Data Management for Siebel CRM Call Center Family Module S015C0H English Hardcopy pub Optim Test Data Management for Siebel CRM Data Privacy Option S015C0P English Hardcopy pub Optim Test Data Management for Siebel CRM Marketing Family Module IBM is a registered trademark of International Business Machines Corporation 10

11 S015C0K English Hardcopy pub Optim Test Data Management for Siebel CRM Sales Family Module S015C0M English Hardcopy pub Program name: Optim Solution for Application Retirement for z/os S&S Subscription and Support PID: 5655-V24 Entitlement identifier Description License option/ Pricing metric S015LB3 Optim Solution for Application Basic MSC, per Retirement for z/os S&S Optim Solution for Application Retirement for z/os S&S S0157ZD English Hardcopy pub Program name: Optim Data Growth for Siebel CRM S&S Subscription and Support PID: 5655-V34 Entitlement identifier Description License option/ Pricing metric S0159CJ Optim Data Growth Solution Basic MSC, per S&S Per MSU S0159CN Optim Data Growth Solution Basic MSC, per Call Center Family Module S&S Per MSU S0159CM Optim Data Growth Solution Basic MSC, per Detailed Archive Viewing S&S Per MSU S0159CP Optim Data Growth Solution Basic MSC, per Marketing Family Module S&S IBM is a registered trademark of International Business Machines Corporation 11

12 Per MSU S0159CK Optim Data Growth Solution Basic MSC, per Remote Interfaces S&S Per MSU S0159CL Optim Data Growth Solution Basic MSC, per Sales Family Module S&S Per MSU Optim Data Growth for Siebel CRM S&S S01580D English Hardcopy pub Optim Data Growth for Siebel CRM S&S Call Center Family Module S015HZ0 English Hardcopy pub Optim Data Growth for Siebel CRM S&S Detailed Archive Viewing S015HXV English Hardcopy pub Optim Data Growth for Siebel CRM S&S Marketing Family Module S015HXX English Hardcopy pub Optim Data Growth for Siebel CRM S&S Remote Interfaces S015HZ3 English Hardcopy pub Optim Data Growth for Siebel CRM S&S Sales Family Module S015HZ2 English Hardcopy pub Program name: Optim Test Data Management for Siebel CRM S&S Subscription and Support PID: 5655-V16 Entitlement identifier Description License option/ Pricing metric S01581C Optim Test Data Management Basic MSC, per for Siebel CRM S&S Per MSU IBM is a registered trademark of International Business Machines Corporation 12

13 S01581F Optim Test Data Management Basic MSC, per for Siebel CRM Call Center Family Module S&S Per MSU S01581D Optim Test Data Management Basic MSC, per for Siebel CRM Data Privacy Option S&S Per MSU S01581G Optim Test Data Management Basic MSC, per for Siebel CRM Marketing Family Module S&S Per MSU S01581H Optim Test Data Management Basic MSC, per for Siebel CRM Sales Family Module S&S Per MSU Optim Test Data Management for Siebel CRM S&S S0157XP English Hardcopy pub Optim Test Data Management for Siebel CRM S&S Call Center Family Module S015BVC English Hardcopy pub Optim Test Data Management for Siebel CRM S&S Data Privacy Option S015BVF English Hardcopy pub Optim Test Data Management for Siebel CRM S&S Marketing Family Module S015BVK English Hardcopy pub Optim Test Data Management for Siebel CRM S&S Sales Family Module S015BVH English Hardcopy pub IBM is a registered trademark of International Business Machines Corporation 13

14 Subscription and Support To receive voice technical support via telephone and future releases and versions at no additional charge, Subscription and Support must be ordered. The capacity of Subscription and Support (s) must be the same as the capacity ordered for the product licenses. To order, specify the Subscription and Support program number (PID) referenced above and the appropriate license or charge option. IBM is also providing Subscription and Support for these products via a separately purchased offering under the terms of the IBM International Agreement for Acquisition of Software Maintenance (IAASM). This offering: Includes and extends the support services provided in the base support to include technical support via telephone. Entitles you to future releases and versions, at no additional charge. Note that you are not entitled to new products. When Subscription and Support is ordered, the charges will automatically renew annually unless cancelled by you. The combined effect of the IPLA license and the Agreement for Acquisition of Software Maintenance gives you rights and support services comparable to those under the traditional ICA S/390 and System z license or its equivalent. To ensure that you continue to enjoy the level of support you are used to in the ICA business model, you must order both the license for the program and the support for the selected programs at the same quantities. Single version charging To elect single version charging, you must notify and identify to IBM the prior program and replacement program, and the machine the programs are operating on. Terms and conditions The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance. Licensing IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Agreement for Acquisition of Software Maintenance The following agreement applies for Software Subscription and Support (Software Maintenance) and does not require customer signatures: IBM Agreement for Acquisition of Software Maintenance (Z ) These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance IBM is a registered trademark of International Business Machines Corporation 14

15 (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect. License Information form number Form Product number number Product name GI V23 Optim Solution for Application Retirement for z/os GI V33 Optim Data Growth for Siebel CRM GI V15 Optim Test Data Management for Siebel CRM The programs' License Information will be available for review on the IBM Software License Agreement Web site Limited warranty applies Yes Limited warranty IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program. IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period). Program support Enhanced support, called Subscription and Support, includes telephone assistance, as well as access to updates, releases, and versions of the program as long as support is in effect. You will be notified of discontinuance of support with 12 months' notice. Money-back guarantee If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund. For clarification, note that for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you. Authorization for use on home/portable computer You may not copy and use this program on another computer without paying additional license fees. IBM is a registered trademark of International Business Machines Corporation 15

16 Volume orders (IVO) No Passport Advantage applies No Software Subscription and Support (Software Maintenance) applies No. For operating system software, the revised IBM Operational Support Services - SoftwareXcel offering will provide support for those operating systems and associated products that are not available with the Software Subscription and Support (Software Maintenance) offering. This will ensure total support coverage for your enterprise needs, including IBM and selected non-ibm products. For complete lists of products supported under both the current and revised offering, visit System i Software Maintenance applies No Variable charges apply Yes Educational allowance available Yes. When ordering through the program number process, a 15% education allowance applies to qualified education institution customers. Education Software Allowance Program applies when ordering through the program number process. ESAP available Yes, to qualified customers. Sub-capacity terms and conditions For each System z IPLA program with pricing, the quantity of that program needed to satisfy applicable IBM terms and conditions is referred to as the required license capacity. Your required license capacity is based upon the following factors: The System z IPLA program you select The applicable Exhibit The applicable terms Whether your current mainframes are full capacity or sub-capacity For more information on the Exhibit for the System z IPLA program you selected, refer to the Ordering information section. Program Parent, number Terms if applicable 5655-V23 N/A, based on gigabytes of data 5655-V33 Reference-based 5625-DB2, 5635-DB2, 5697-N29, or 5697-P V15 Reference-based 5625-DB2, 5635-DB2, 5697-N29, or 5697-P12 IBM is a registered trademark of International Business Machines Corporation 16

17 Full-capacity mainframes In cases where full capacity is applicable, the following terms apply. Execution based, z/os based, full machine based: The required capacity of a System z IPLA program with these terms equals the MSU-rated capacity of the machines where the System z IPLA program executes. For more information on mainframe MSU-rated capacities, visit Reference based: The required license capacity of a System z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program. Sub-capacity mainframes In cases where sub-capacity is applicable, the following terms apply. Execution based: The required capacity of a System z IPLA sub-capacity program with these terms equals the capacity of the LPARs where the System z IPLA program executes. z/os based: The required license capacity of a System z IPLA program with these terms equals the license capacity of z/os on the machines where the System z IPLA program executes. Reference based: The required license capacity of a System z IPLA program with these terms equals the license capacity of the applicable monthly license charge (MLC) program. This MLC program is called the parent program. Full machine based: The required license capacity of a System z IPLA program with full machine-based terms equals the MSU-rated capacity of the machines where the System z IPLA program executes. For more information on mainframe MSU-rated capacities, refer to The IBM System z Machines Exhibit, Z , or visit the Mainframes section of the System z Exhibits Web site For more information on sub-capacity System z IPLA terms and conditions, refer to Software Announcement ZA , dated August 10, For additional information for products with reference-based terms, System z IPLA sub-capacity programs with reference-based terms adds value to the parent program across the environment, regardless of where in the environment the System z IPLA program executes. An environment is defined as either a single or stand-alone machine or a qualified Parallel Sysplex. You may have one or more different environments across the enterprise. To determine the required license capacity for each System z IPLA program with referenced-based terms, each environment should be assessed separately. When a System z IPLA sub-capacity program with reference-based terms is used in a qualified Parallel Sysplex environment, the required license capacity of the System z IPLA program must equal with the license capacity of the parent program across the Parallel Sysplex. Qualified Parallel Sysplex refers to one: That meets the criteria defined in Hardware Announcement ZA , dated January 13, 1998 Where MLC pricing is aggregated across the sysplex IBM is a registered trademark of International Business Machines Corporation 17

18 Sub-capacity eligibility To be eligible for sub-capacity charging on select System z IPLA programs, you must first implement and comply with all terms of either sub-capacity Workload License Charges (WLC) or sub-capacity Entry Workload License Charges (EWLC). To implement sub-capacity WLC or EWLC, a machine must be System z (or equivalent). On that machine: All instances of the OS/390 operating system must be migrated to the z/os operating systems Any licenses for the OS/390 operating system must be discontinued All instances of the z/os operating systems must be running in z/architecture (64-bit) mode For that machine, you must create and submit a Sub-Capacity Report to IBM each month. Sub-Capacity Reports must be generated using the Sub-Capacity Reporting Tool (SCRT). For additional information or to obtain a copy of SCRT, visit the System z Software Pricing Web site You must comply with all of the terms of the WLC or EWLC offering, whichever is applicable: The complete terms and conditions of sub-capacity WLC are defined in the IBM Customer Agreement - Attachment for System z Workload License Charges (Z ). The complete terms and conditions for sub-capacity EWLC are defined in the IBM Customer Agreement - Attachment for IBM System z 890 and 800 License Charges (Z ). Additionally, you must sign and comply with the terms and conditions specified in the amendment to the IPLA contract - Amendment for IBM System z9 and System z Programs Sub-Capacity Pricing (Z ). Once the amendment is signed, the terms in the amendment replace any and all previous System z IPLA sub-capacity terms and conditions. Sub-capacity utilization determination Sub-capacity utilization is determined based on the utilization of a sub-capacity eligible reference product and machine. On/Off CoD To be eligible for On/Off CoD pricing, you must be enabled for temporary capacity on the corresponding hardware, and the required contract, Attachment for Customer Initiated Upgrade and IBM eserver TM On/Off Capacity on Demand - Software (Z ) must be signed prior to use. Prices For all local charges, contact your IBM representative. IBM Global Financing IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large IBM is a registered trademark of International Business Machines Corporation 18

19 enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice. For more financing information, visit Announcement countries All European, Middle Eastern, and African countries. Trademarks eserver is a trademark of IBM Corporation in the United States, other countries, or both. IBM, z/os, DB2, System z, AIX, S/390, Passport Advantage, Parallel Sysplex, OS/390, z/architecture and System z9 are registered trademarks of IBM Corporation in the United States, other countries, or both. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Pentium is a registered trademark of Intel Corporation or its subsidiaries in the United States and other countries. Windows and Microsoft are registered trademarks of Microsoft Corporation in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others. Terms of use IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Reference to other products in this announcement does not necessarily imply those products are announced, or intend to be announced, in your country. Additional terms of use are located at For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page Corrections (Corrected on January 21, 2010) In the Ordering information section, the Exhibit table was revised for VUE031. IBM is a registered trademark of International Business Machines Corporation 19

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