Install Your Product Using CSM

This topic describes how to install your Broadcom mainframe products using CSM.
mfinst2017
As a systems programmer, your responsibilities include installing products in your z/OS environment using
CA CSM
. This step of the installation process creates or updates the SMP/E environment (global, target, and distribution zones).
The following diagram shows the major steps to install your product using
CA CSM
.
This image shows the workflow for a systems programmer to install a product pax file using CA CSM. This workflow starts at the optional step to configure base settings and ends with the start of the actual installation.
  1. Review installation prerequisites if any are presented.
  2. Take
    one
    of the following steps to select an SMP/E environment:
    If you install a product or its components into an existing target or distribution zone, older versions are deleted from the zone and associated data sets. Use new target and distribution zones for this installation. Doing so means that you can apply maintenance to your current version, if necessary.

Configure Base Installation Settings

You can configure base installation settings on the System Settings, Software Installation page.
  1. Select the
    Settings
    tab, and select the Software Installation link under System Settings in the Settings section on the left side.
  2. In the
    SIS Base Install - File System
    section, select the file system type that is used when installing a product that allocates file systems. If you select
    Product Specific File System
    , the file system that is used for installing a product is defined according to the product metadata. Otherwise, the product metadata is overwritten.
  3. In the
    Execute Checks During Base Installation
    section, configure the following settings by selecting or clearing corresponding checkboxes:
    • Execute Apply Check During Base Installation
      Verifies that all requirements for the Apply step are satisfied before the Apply step executes. If the Apply Check step fails, installation stops and all the previous steps are undone.
    • Suspend Base Installation After Apply Check
      Suspends the base installation process after Apply Check is completed and generates pending installation actions for the SMP/E environment where the product is being installed. This check box is enabled if you enable the
      Execute Apply Check During Base Installation
      checkbox.
    • Execute Accept Check During Base Installation
      Verifies that all requirements for the Accept step are satisfied before the Accept step executes. If the Accept Check step fails, installation stops and all the previous steps are undone.
    • Suspend Base Installation After Accept Check
      Suspends the base installation process after Accept Check is completed and generates pending installation actions for the SMP/E environment where the product is being installed. This check box is enabled if you enable the
      Execute Accept Check During Base Installation
      checkbox.
  4. Select
    Apply
    .
    A dialog that shows the progress of the task opens. When the task completes, select
    Show Results
    on the
    Progress
    tab to close this dialog. The task output browser opens, and you can view the action details.
    While a task is in progress, you can perform other work. Select
    Hide
    to exit the dialog and view the task status later on the
    Tasks
    tab.
The base installation settings are configured.
If you configure the base installation settings to execute checks during base installation,
CA CSM
creates a pending installation for the SMP/E environment. For more information about the pending installation, see the
CA CSM
online help.

Configure a Working Set of SMP/E Environments

If you plan to install a product in an existing SMP/E environment, add this SMP/E environment to your working set. A
working set
is a selected group of SMP/E environments with which you want to work. Although you can have only one working set, you can have as many SMP/E environments in it as you need.
CA CSM
does not have a default working set.
If you do not have the SMP/E environment in your working set, you can only create a new SMP/E environment during product installation. In this case, exit the installation wizard, configure your working set and then restart the wizard.
  1. Select the
    SMP/E Environments
    tab, and select the SMP/E environments that you want to include in a working set. An information text area under the list of SMP/E environments displays the number of environments you selected.
  2. Select
    Use as Working Set
    .
  3. Select
    OK
    .
    The working set is configured.
    The new working set replaces a previously defined working set.
You can display only those SMP/E environments that are in your working set by selecting
Show Working Set Only
.

Initiate Product Installation

You can install a downloaded product from the
Products
tab. The process starts a wizard that guides you through the installation. At the end of the wizard, a task dynamically invokes the SMP/E and other utilities that are required to install the product.
  1. Select the
    Products
    tab.
  2. Perform
    one
    of the following steps:
    • If the package was acquired using
      CA CSM
      :
      From the product list on the left side, select the required product gen level (the innermost level in the product list under the release level of a product; for example, SP0 or 0110). Locate the product package that you want to install, select
      Actions
      to the right of the package, and select Install.
    • If the package was acquired outside of
      CA CSM
      :
      In the Actions section in the left pane, select the Install External Package link. Enter the location of the package. Select OK.
    The Introduction step of the wizard appears where you can Review Product Information.

Review Product Information

Review the information about the product that you are installing.
  1. On the
    Introduction
    step, review the information about the installation.
    If the product license agreement appears, review it. If you agree, accept it. If you do not accept the license agreement, you cannot proceed with the installation.
  2. Select
    Next
    .
    You are prompted to select the type of installation.
    An information text area can appear at the bottom of the wizard. The area provides information that helps you progress through the wizard. For example, if a field is highlighted (indicating an error), the information text area identifies the error.

Select an Installation Type

When you install a product, you select an installation type. There can be one or more installation types, according to the product.
When you select the custom installation type, you are prompted to select the features that you want to install. If your selected features require installation of other features, the installation wizard includes the required features to the installation process. If your selected features are mutually exclusive, the installation wizard excludes any features conflicting with the features you selected last from the installation process. For example, you select feature 1 and select feature 2 that is mutually exclusive with feature 1. The wizard automatically excludes feature 1.
  1. On the
    Features
    step, select the type of installation, and select
    Next
    .
  2. (Optional) If you select the custom installation type, select the features to install, and select
    Next
    .
    A summary of the features to install appears, with prerequisites.

Review Installation Prerequisites

Some products require an installation of other products first.
Review the summary of installation prerequisites to verify that all prerequisites are satisfied on the
Prerequisites
step.
  • If no prerequisites exist, select
    Next
    .
  • If all prerequisites exist and are satisfied, you are prompted to locate the installed prerequisites.
    Install the product to the same SMP/E environment and the target zone where the product prerequisites are installed.
    1. From the
      SMP/E environment
      drop-down list, select an SMP/E environment with the installed prerequisites. This drop-down list represents all
      CA CSM
      -managed SMP/E environments where the prerequisites are installed.
      A list of target zones for the selected SMP/E environment where the prerequisites are installed is populated.
    2. From the
      target zone
      drop-down list, select a target zone within the selected SMP/E environment where the prerequisites are installed.
  • If prerequisites are not satisfied, perform
    one
    of the following actions:
    • Select
      Cancel
      to exit the wizard. Install the prerequisites or migrate an SMP/E environment to
      CA CSM
      where the prerequisites are installed. Restart the installation.
    • Open
      CA CSM
      in another browser window and install the prerequisites, or migrate an SMP/E environment to
      CA CSM
      where the prerequisites are installed. When done, select
      Refresh
      on the
      Prerequisites
      step of the wizard. Then, select the SMP/E environment and a target zone where the prerequisites are installed. Select
      Next
      to continue the product installation.

Select an SMP/E Environment

You select the SMP/E environment where you want to install your product in. You can create an SMP/E environment, or you can select an existing SMP/E environment from your working set. You can configure your working set from the SMP/E Environments tab.
While you work with an SMP/E environment, the environment is locked and other
CA CSM
users cannot perform any action against it. When the task finishes, logging out from
CA CSM
, or a
CA CSM
session is inactive for more than 10 minutes, the lock releases.
If you select an SMP/E environment being used in
CA CSM
by another user, a notification message appears. You are prevented from performing any actions on the SMP/E environment. You can wait until the notification message disappears and the SMP/E environment becomes available or can select Cancel to select another SMP/E environment.
  1. On the
    SMP/E Environment
    step, substep 1, take
    one
    of the following steps:
    • Select
      Create a New SMP/E Environment
      to create an SMP/E environment.
    • Select an existing SMP/E environment from your working set.
      • If no existing SMP/E environment appears, exit the wizard, configure your working set, and restart the wizard.
      • If your product has the installed prerequisites, the SMP/E environment with the installed prerequisites that you selected at the
        Prerequisites
        step of the wizard is preselected for you. You cannot select another SMP/E environment. You cannot create a SMP/E environment.
        When you install a product in an existing SMP/E environment where HOLDDATA is received, the product installation may fail.
  2. Select
    Next
    .
    You are prompted to complete one of the following tasks:

Create an SMP/E Environment

You can create an SMP/E environment while you are installing a product. During the process, you are asked to specify the following information:
  • The SMP/E environment name and the prefix of the CSI data set in
    CA CSM
  • Data set allocation parameters
You can specify data set allocation parameters collectively for all SMP/E data sets, target libraries, and distribution libraries that are allocated during product installation. You allocate data sets using one of the following methods:
  • Allocate data sets using SMS parameters.
  • Allocate cataloged data sets using UNIT and optionally VOLSER.
  • Allocate uncataloged data sets using UNIT and VOLSER.
If you allocate uncataloged data sets, specify a VOLSER. Based on the value that you enter,
CA CSM
performs the following validations to ensure integrity of the installation:
  • The value of VOLSER must specify a mounted volume.
  • You must have ALTER permissions for the data sets with the entered high-level qualifier (HLQ) on the volume that VOLSER defines.
  • To test allocation,
    CA CSM
    temporarily allocates one of the uncataloged data sets that are allocated during the installation.
    1. The data set is allocated with one track for both primary and secondary space.
    2. CA CSM
      verifies that the data set has been allocated on the specified volume.
    3. The data set is deleted.
    If the data set allocation fails or the data set cannot be found on the specified volume, you cannot proceed with the product installation wizard.
  1. On the
    SMP/E Environment
    step, substep 2, review and specify the following parameters as applicable:
    • SMP/E Environment Name
      Defines the SMP/E environment name.
    • Data Set Name Prefix
      Defines the prefix for the name of the CSI VSAM data set.
    • Catalog
      Defines the name of the SMP/E CSI catalog.
    • Cross-Region
      Identifies the cross-region sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • Cross-System
      Identifies the cross-system sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • High-Level Qualifier
      Specifies the high-level qualifier (HLQ) for all SMP/E data sets that are allocated during installation. Product packaging defines the low-level qualifiers (LLQ). The low-level qualifiers cannot be changed.
    • DSN Type
      Specifies the DSN type for allocating SMP/E data sets.
    • SMS Parameters / Data Set Parameters
      Specifies if this SMP/E environment is using SMS parameters (Storage Class, Management Class, Data Class) or data set parameters (VOLSER, Unit, Catalog).
    An information text area can appear at the bottom of the wizard. The area provides information that helps you progress through the wizard. For example, if a field is highlighted (indicating an error), the information text area identifies the error.

Review Parameters of an Existing SMP/E Environment

When you use an existing SMP/E environment to install your product, you review the SMP/E environment parameters. If applicable, you also specify parameters for any new data sets to be allocated while installing a product. During the process, you are asked to review allocation parameters for new data sets, which you can customize for each data set. The existing data sets remain intact.
The Software Installation Service (SIS) determines which data sets exist and which must be allocated for the installation using an existing SMP/E environment. If the SIS determines that new data sets must be allocated, you are prompted to specify the data set allocation parameters. The data set allocation parameters are prepopulated with the values from the existing data set that was found first.
  1. On the
    SMP/E Environment
    step, substep 2, review the current SMP/E environment parameters and allocation parameters for data sets that must be added to the SMP/E environment. Update the information as applicable.

Set Up SMP/E Environment Parameters

When creating an SMP/E environment for your product installation, you specify SMP/E environment parameters. When using an existing SMP/E environment for installing your product, you review and, if necessary, update its SMP/E environment parameters.
You can assign different prefixes to each newly allocated data set during the installation process.
  1. On the SMP/E Environment step, substep 3, specify whether to use SMS parameters (Storage Class, Management Class, Data Class) or Unit parameters for allocating work DDDEFs for the SMP/E environment. Complete the appropriate fields.
    The allocation parameters that you specify for work DDDEFs are applied only to new work DDDEFs that are created during the installation. The existing work DDDEFs, if any, remain intact.
    The settings for allocating work DDDEFs are globally defined on the
    System Settings, Software Installation
    tab. You must have the appropriate access rights to be able to modify these settings.
  2. Review the data set names if any appear. Select the Override link to change the high-level qualifier of the data set name and the allocation parameters. Select OK.
  3. (Optional) If any additional parameters appear, review the parameters that have the default values assigned. Edit the parameters if necessary and specify any missing parameters.
  4. Select
    Next
    .
    You are prompted to select a target zone to use.

Select a Target Zone

You select a target zone in the SMP/E environment where you want to install your product. You create a target zone or select an existing target zone in the SMP/E environment (if you use an existing SMP/E environment).
  1. On the
    Target Zone
    step, substep 1, perform
    one
    of the following actions:
    • Select
      Create a New Target Zone
      to create a target zone.
    • Select an existing target zone in the SMP/E environment.
      This option is available only if you selected to use an existing SMP/E environment.
    • If you install a product or its components into an existing target or distribution zone, older versions are
      deleted
      from the zone and associated data sets. Use new target and distribution zones for this installation so that you can apply maintenance to your current version, if necessary.
    • If your product has the installed prerequisites, the target zone of the SMP/E environment with the installed prerequisites that you selected at the
      Prerequisites
      step of the wizard is preselected for you. You cannot select another target zone. You cannot create a target zone.
  2. Select
    Next
    .

Create a Target Zone

You can create a target zone in a new or an existing SMP/E environment where you install your product. The target zone parameters are prepopulated with the values that are entered for the SMP/E environment. You can change data set allocation parameters.
You can specify a different SMP/E environment data set to be used for a new target zone.
  1. On the
    Target Zone
    step, substep 2, review and specify the target zone SMP/E parameters as applicable.
    • Target Zone Name
      Defines the name for the target zone.
    • Create New CSI Data Set
      Specifies that a new CSI data set will be created for the target zone.
    • Data Set Name Prefix
      Defines the prefix for the name of the target zone data set. This field is only enabled when you have selected the
      Create New CSI Data Set
      check box.
    • Catalog
      Defines the name of the SMP/E target zone catalog. This field is only enabled when you have selected the
      Create New CSI Data Set
      check box.
    • Cross-Region
      Identifies the cross-region sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • Cross-System
      Identifies the cross-system sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • High-Level Qualifier
      Specifies the high-level qualifier (HLQ) for all target zone data sets that are allocated during installation. Product packaging defines the low-level qualifiers (LLQ) and they cannot be changed.
    • DSN Type
      Specifies the DSN type for allocating target zone data sets.
    • SMS Parameters / Data Set Parameters
      Specifies if this target zone uses SMS parameters (Storage Class, Management Class, Data Class) or data set parameters (VOLSER, Unit, Catalog).
    An information text area can appear at the bottom of the wizard. The area provides information that helps you progress through the wizard. For example, if a field is highlighted (indicating an error), the information text area identifies the error.

Use an Existing Target Zone

When using an existing target zone for installing your product, you review and, if necessary, update its parameters.
  1. On the
    Target Zone
    step, substep 2, review the current target zone parameters and allocation parameters for data sets that must be added. Update as applicable.
    You cannot change the current SMP/E environment parameters.
  2. Select
    Next
    .
    If there are any data sets to be created for the target zone, a list of data sets appears. If the list is empty, no new data sets are going to be allocated.

Set Up Target Zone Parameters

When creating a target zone in the SMP/E environment for your product installation, specify target zone parameters.
  1. On the
    Target Zone
    step, substep 3, review the data set names if any appear. Select the
    Override
    link to change the high-level qualifier of the data set name and the allocation parameters. Select
    OK
    .
  2. (Optional) If more parameters appear, review the parameters that have the default values assigned. Edit the parameters if necessary and specify any missing parameters.
  3. Select
    Next
    .
    You are prompted to confirm the distribution zone.

Confirm a Distribution Zone

You must confirm a distribution zone of the SMP/E environment where you want to install your product. Depending on whether you created a target zone or you selected an existing target zone, create a distribution zone or select an existing distribution zone in the SMP/E environment.
  1. On the
    Distribution Zone
    step, substep 1, review the selected option for the distribution zone.
    • If you are using an existing target zone, the related distribution zone is automatically selected. You cannot select other distribution zones or cannot create one.
      If you install a product or its components into an existing target or distribution zone, older versions are deleted from the zone and associated data sets. Use new target and distribution zones for this installation so that you can apply maintenance to your current version, if necessary.
    • If you are creating a target zone, you can create a distribution zone or you can select an existing distribution zone.
      Using an existing distribution zone with a new target zone relates the existing distribution zone to the new target zone. This action breaks the relationship from the previous target zone that was related to this distribution zone. You cannot accept maintenance packages from the previous target zone to this distribution zone using
      CA CSM
      .
  2. Select
    Next
    .
    You are prompted to set up the distribution zone.

Create a Distribution Zone

You can create a distribution zone that is related to the newly created target zone. The distribution zone parameters are prepopulated with the values that are entered for the SMP/E environment. You can change data set allocation parameters.
You can specify a different SMP/E environment data set to be used for the new distribution zone.
You can also specify the same SMP/E environment data set as the one that you specified for the target zone. In that case, the target and distribution zones share the SMP/E environment data set. The SMP/E environment data set is allocated using the parameters that you have defined when specifying the target zone.
  1. On the
    Distribution Zone
    step, substep 2, review and specify the following parameters as applicable:
    • Distribution Zone Name
      Defines the name for the distribution zone.
    • Create New CSI Data Set
      Specifies that a new CSI data set is created for the distribution zone.
    • Data Set Name Prefix
      Defines the prefix for the name of the distribution zone data set. This field is only enabled when you have selected the
      Create New CSI Data Set
      check box.
    • Catalog
      Defines the name of the SMP/E distribution zone catalog. This field is only enabled when you have selected the
      Create New CSI Data Set
      check box.
    • Cross-Region
      Identifies the cross-region sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • Cross-System
      Identifies the cross-system sharing option for SMP/E data sets. This parameter is set to its default value. You cannot edit it.
    • High-Level Qualifier
      Specifies the high-level qualifier (HLQ) for all distribution zone data sets that are allocated during installation. Product packaging defines the low-level qualifiers (LLQ) that cannot be changed.
    • DSN Type
      Specifies the DSN type for allocating distribution zone data sets.
    • SMS Parameters / Data Set Parameters
      Specify if this distribution zone is to use SMS parameters (Storage Class, Management Class, Data Class) or data set parameters (VOLSER, Unit, Catalog). Complete the applicable fields.
    An information text area can appear at the bottom of the wizard. The area provides information that helps you progress through the wizard. For example, if a field is highlighted (indicating an error), the information text area identifies the error.

Use an Existing Distribution Zone

You can use an existing distribution zone that is related to the existing target zone you selected, or with a new target zone. The distribution zone parameters are prepopulated with the values that are entered for the SMP/E environment. You can change data set allocation parameters.
Using an existing distribution zone with a new target zone relates the existing distribution zone to the new target zone. This action breaks the relationship from the previous target zone that was related to this distribution zone. You cannot accept maintenance packages from the previous target zone to this distribution zone using
CA CSM
.
  1. On the
    Distribution Zone
    step, substep 2, review the current distribution zone parameters and allocation parameters for data sets that you want to add. Update as applicable.
    You cannot change the current SMP/E environment parameters.
  2. Select
    Next
    .
    If there are any data sets to be created for the distribution zone, a list of data sets appears. If the list is empty, no new data sets are going to be allocated.

Set Up Distribution Zone Parameters

When creating a distribution zone in the SMP/E environment where you want to install your product, specify distribution zone parameters.
  1. On the
    Distribution Zone
    step, substep 3, review the data set names if any appear. Select the
    Override
    link to change the high-level qualifier of the data set name and the allocation parameters. Select
    OK
    .
  2. (Optional) If any additional parameters appear, review the parameters that have the default values assigned. Edit the parameters if necessary and specify any missing parameters.
  3. Select
    Next
    .

Start the Installation

After you complete setting up the SMP/E environment and its zones, you are ready to start the installation.
To start the installation, review the summary on the
Summary
step, and select
Install
.
A dialog that shows the progress of the task opens. When the task completes, Select
Show Results
on the
Progress
tab to close this dialog. The task output browser opens, and you can view the action details.
While a task is in progress, you can perform other work. Select
Hide
to exit the dialog and view the task status later on the
Tasks
tab.
You completed the product installation. You can now start maintaining the installed products.