Customization

This section provides instructions on customizing and uninstalling your Windows Client. For more information about customizing the products supported by this Windows Client, see the appropriate product documentation.
cvsrmv-14-0
This section provides instructions on customizing and uninstalling your Windows Client. For more information about customizing the products supported by this Windows Client, see the appropriate product documentation.
Before installing the Windows Client, review its minimum hardware and software requirements. For CA SRM customers, this information is included in the 
CA SRM Release Notes
. For 
CA Vantage™ Storage Resource Manager
 or CA GMI customers, this information is in Installing.
The Windows Client customization includes:
  • Start the Windows Client
  • Log in to the Windows Client
  • Select Options in the Tools menu to set Windows Client behaviors
  • Define Hosts
    • Define one or more z/OS hosts running 
      CA Vantage™ Storage Resource Manager
       with which you want the Windows Client to communicate.
    • Define one or more distributed system hosts running the CA SRM Application Server with which you want the Windows Client to communicate.
  • Define User Views
    • Defining object colors
    • Defining units for numeric fields
    • Defining sorting
    • Defining filters
    • Defining which fields to display and in what order
  • Define Solutions
Start the Windows Client
To run the Windows Client, click: Start, Programs, CA, CA Storage Resource Manager, and select Windows Client.
Log in to the Windows Client
By default when you start the Windows Client, you automatically log in as the ADMIN user (the default administrator) and no Login dialog appears. If you want a Login dialog to open every time the Windows Client is started, change the password assigned to the ADMIN user, define a new user ID for the Windows Client, or do both using the User Manager.
Access the User Manager in one of the following ways:
  • From the list of Quick Start options in the Home View.
  • From the Tools menu option.
User Manager
The User Manager provides an easy way to create and manage users and administrators who are allowed to start and log in to the Windows Client. Access the User Manager from the list of Quick Start options in the Home View or the Tools menu option. Use the User Manager to create additional users and administrators. Only users with the administrator attributes are allowed to use this facility; that is, only administrators can add, modify, or delete user IDs. 
Check the Administrator box in the User dialog to grant the new user administrator rights.
Changing a Windows Client Password
Use the User Manager dialog to set or change a password that is required to start the Windows Client. Only users with the administrator attributes are allowed to use this facility.
Follow these steps:
 
  1. Click User Manager from the Tools menu.
  2. The User Manager dialog is displayed.
  3. Right-click the User ID of the user you want to set or change the password for in the User Manager dialog and click User Properties from the pop-up menu.
    The Modify User dialog is displayed.
  4. Set or change a defined user's full name, description, and password.
  5. Click OK to enable your changes.
After you change the default password, each time you start the Windows Client, it prompts for your client user login ID and password.
Only users with ADMIN authority can change passwords.
Use Tools Menu to Set Windows Client Options
To set options (global options) that apply to the Windows Client and its host connections, click Options from the Tools menu.
Define Hosts
Storage objects represent physical and conceptual components associated with one or more z/OS or Open Systems hosts. Each z/OS host must be running 
CA Vantage™ Storage Resource Manager
. Each Open Systems host must be running CA SRM Application Server.
You can define and list several z/OS hosts and Open Systems Applications Servers in the Host List. You can connect to:
  • Multiple z/OS hosts at one time
  • Only one Open Systems Application Server at a time
If you have defined only one host, the Windows Client automatically connects to it when you log in. If you define more than one host, you can manually connect to the host you want to access after you activate the Windows Client, or you can customize the Windows Client to automatically connect to one or more of the specified hosts.
Follow these steps:
 
  1. Click Tools, and then Options.
    The Windows Client Options wizard is displayed.
  2. In the Windows Client Options wizard, click the Hosts node.
  3. The Hosts page of the Windows Client Options wizard is displayed.
  4. Click the check box next to the name of the hosts you want the system to automatically connect to when you startup the Windows Client.
    Uncheck a host if you want do not want the system to automatically connect to it when you startup the Windows Client.
  5. Click OK, your setting is saved and the next time you start the Windows Client you will connect to the hosts selected.
Define a z/OS Host
Use the Host Definition dialog to add a new z/OS host definition.
You can start the Host Definition dialog the following ways:
  • Click the New Host Definition icon in the Host List window toolbar.
  • Right-click in the Host List window and select New Host from the pop-up menu.
The Host Definition dialog displays all of the parameter settings for that specific host. You can modify any of the parameters with this dialog.
To change an existing host definition, do one of the following:
  • Select the host definition you want to modify in the Host List window and select the View Host Definition icon in the Host List window toolbar.
  • Right-click the host definition you want to modify in the Host List window, and select Host Definition from the pop-up menu.
The user ID and password defined in the host definition are for the login to the z/OS host. That is, the ID and password known to the z/OS Security System. Do not confuse these with the optional user ID and password for starting the Windows Client itself.
The Windows Client retains existing host definitions from version to version. If you have defined hosts with a previous version of the Windows Client and then upgrade, all your hosts still display in the Host List window. If you click Host List in the Client menu, the list of the defined hosts for the Windows Client opens. 
The connection symbol to the immediate left of the host name in the Host List window visually shows you the connection status between the Windows Client and the host.
Define an Open Systems Host
If you installed the 
CA SRM
 Application Server, which automatically installs the Windows Client also, the 
CA SRM
 Application Server is automatically added to the host list for the client, and the client automatically connects as soon as installation completes.
If you installed only the Windows Client, you must manually define the host and then connect to it. Use the Host Definition dialog to add a new z/OS host definition.
You can start the Host Definition dialog the following ways:
  • Click the New Host Definition icon in the Host List window toolbar.
  • Right-click in the Host List window and select New Host from the pop-up menu.
You can also use the Host Definition dialog to review and modify host definitions. Right-click the host definition you want to view or modify, then click Host Definition from the pop-up menu to display the Host Definition dialog.
The Host Definition dialog displays all of the parameter settings for that specific host. You can modify any of the parameters.
The user and password defined here are for the login to the MS SQL Server database open systems host. That is, the user and password known to access the SQL Server DB. Do not confuse these with the optional user and password for starting the Windows Client itself.
The SQL Server is the name of the SQL Server instance which is non-editable, and the authentication mode is the selected SQL or the Windows authentication mode.
Define User Views
The Windows Client maintains a context for each user that logs in. This context is the collection of options and settings that tells the Windows Client how to configure your system each time you log in. It also remembers the position and state (open or closed) of your solutions, Object Tree, and Host List and opens or closes them as appropriate each time you log in.
Central Database
For multiple CA Vantage SRM users who work collaboratively, you can use a centralized Windows client environment. The Windows client stores all user definitions (User Views, passwords, and so on) in a central database that is defined when you install the Windows Client. By default this is in the local PC disk. However, you can place the database on a shared disk in your network, and multiple copies of the Windows Client can point to this shared database. As a result, the context for each unique user that logs in is known, regardless of the PC from which the user logs in. If the central database is stored on a network drive, you can start the Windows Client from any machine and have your settings loaded after you log in.
When you install the Windows Client, you are asked where you want the Central directory to be located. If you want a single Central directory for all Windows Client users, you need to make sure that the directory is shared and accessible to all users. Each time you install another Windows Client, point to the same Central directory when asked for the location of the Central database.
From the User Manager, you can add a user, delete a user, change a user name, and modify the property definitions for a user. For more information about the User Manager, see the 
User Manager
.
Set up Centralized z/OS Environment Scanning and Reporting Functions
Using a single CA Vantage SRM scan to scan the z/OS storage environment for reporting purposes reduces the total combined CPU and I/O resources. You can also use the CA Vantage SRM Scheduler function to email reports to multiple users or automatically update a web site with the report information. This approach is possible for both DASD and tape management systems.
Follow these steps:
 
  1. Identify programs that scan the storage environment. 
    Example: 
    CA Disk, IBM DCOLLECT, Innovation FDREPORT, or various user SAS and REXX programs. 
  2. Determine the information that the programs provide and how often.
  3. Ensure that the CA Vantage SRM collectors for the information that you need are operating. The following examples are the most common:
    • Data Set Information (DTOC)
      Set the DTCINTVL system parameter to the frequency that you want.
    • Storage Group and Volume Information
      Set the PAWINTVL system parameter to the frequency that you want.
  4. (Optional) Implement a centralized Windows client environment on a Microsoft Windows server to ensure that the scheduled operations occur even if the individual user PCs are not turned on or connected.
  5. Log on to the centralized Windows client environment. 
  6. Create user views of objects and output definitions using the View and Output Definition wizard.
    Your CA Vantage SRM environment is set up for centralized z/OS environment scanning and reporting functions.
User Views
When a filter and sort are applied to an object, it may be desirable to save that customized view of the object so it can easily be re-used. This customized and saved view of an object is called a
 User View
.
For detailed information about how to configure and manage User Views see User Views.
Define Solutions
solution
 is a subset of Object Tree information that lets you view only the Object Tree information that you want to view. You create a solution by selecting categories, objects, or User Views from the Object Tree and grouping them in a window.
You can save your solutions as a part of your user ID and later select them from the Solutions drop-down menu under Client in the main menu. You can keep certain solutions always open so that each time you log in to the Windows Client, the solution automatically displays the information you need to see. You can also close the Object Tree and rely only on your solutions.
Uninstalling the Windows Client
For CA SRM customers, the uninstall process can be used for the other components of CA SRM as well. That is, the Application and Agent components can also be uninstalled, not just the Windows Client.
Follow these steps:
 
  1. Navigate to the Add/Remove Programs tab of the Windows Control Panel and click the CA SRM Windows Client.
  2. Click Remove. The Uninstall Wizard will guide you through the remaining steps.