Install or Upgrade CA NetMaster Products

This page provides an overview of how to install or upgrade these CA NetMaster products.
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Download a PDF of this Installing section.
Standard SMP/E installation and maintenance best practices are used to install and maintain
Broadcom
mainframe z/OS products. The installation process includes all the tasks that are typically performed by a systems programmer to acquire the products and make them ready for use in a production environment. 
You can install CA NetMaster products using either CA Chorus™ Software Manager (CA CSM) or native SMP/E batch processing through the Installation Utility. CA CSM is an intuitive web-based tool that automates and simplifies many installation activities on z/OS systems. CA CSM also makes it easier to obtain and apply corrective, preventive, and recommended maintenance. The web-based interface enables you to install and maintain your products faster and with less chance of error. As a best practice, we recommend that you install mainframe products and maintenance using
CA CSM
. Using
CA CSM
, someone with limited knowledge of JCL and SMP/E can install a product.
CA CSM
uses the following standard installation process across all mainframe products:
  • Acquisition -- This task transports the software to your z/OS system.
  • Installation using SMP/E -- This task creates an SMP/E environment and runs the RECEIVE, APPLY, and ACCEPT steps. The software is
    not
    tailored.
  • Configuration -- This task creates tailored JCL and region parameters that bring the software to an executable state.
If you do
not
have
CA CSM
, you can download it from the Broadcom Support site. Follow the installation instructions in the CA Chorus Software Manager documentation.
Suggested Process to Install, Configure, and Maintain CA NetMaster Products
For ease of use, we recommend that you use CA CSM to
install
and
maintain
all CA NetMaster products. When you use CA CSM to install a product, you can more easily use CA CSM later to apply maintenance regularly. We recommend that you use the Install Utility (not CA CSM) to
configure
all CA NetMaster products, for these reasons:
  • You
    must
    use the Installation Utility to configure every CA NetMaster product except
    CA NetMaster NM for TCP/IP
    . (You can use either method to configure
    CA NetMaster NM for TCP/IP
    )
  • If you install
    CA NetMaster NM for TCP/IP
    and
    other CA NetMaster products, you cannot use CA CSM to configure
    CA NetMaster NM for TCP/IP
    unless you run it in a different instance than the other CA NetMaster products.
The following flow chart describes the recommended installation, configuration, and maintenance pathways for the CA NetMaster suite of products, which includes:
  • CA NetMaster Network Management for TCP/IP (CA NetMaster NM for TCP/IP)
  • CA NetMaster File Transfer Management (CA NetMaster FTM)
  • CA NetMaster Network Automation (CA NetMaster Network Automation)
  • CA NetMaster Network Management for SNA (CA NetMaster NM for SNA)
  • CA SOLVE File Transmission Services (CA SOLVE:FTS)
NetMaster installation flow
If you are installing CA NetMaster NM for TCP/IP
only
, you can use CA CSM for all steps (acquire, install, configure), though it is not recommended for configuration. If you are installing CA NetMaster NM for TCP/IP
and
other CA NetMaster products, we recommend that you follow this process to install all CA NetMaster products. Details about each task follow later in this section.
  1. Prepare to Install by confirming that your site meets all installation requirements.
  2. (Recommended) Acquire Products Using CA CSM.
    Alternatively, you can download the pax file from Broadcom Support site for use with the Install Utility in Step 3.
  3. (Recommended) Configure CA NetMaster Products Using the Install Utility.
    Alternatively, you can use CA CSM to configure CA NetMaster NM for TCP/IP
    only
    . Review the related caveats about this option at the beginning of this section. For instructions, see Configure CA NetMaster NM for TCP/IP Using CA CSM.
  4. Perform maintenance, both immediately after installation and regularly according to your site standards:
    1. Apply product maintenance, using one of the following tools:
      • (Recommended) CA CSM
        CA CSM is recommended for applying product maintenance, regardless of which tool you used to install CA NetMaster products.
Review the information and follow the instructions in these sections, in the order that they appear.
Overview of the Upgrade Process
Follow this process to upgrade CA NetMaster products:
  1. Understand the terminology:
    • Region
      means the started tasks that run the CA NetMaster software. The region points to data sets for a specific release of CA NetMaster, for example, 12.1 or 12.2.
    • In a
      parallel upgrade
      , you install the new software and create a new region for it. While you test it, you keep your existing installation running in the old region.
    • In an
      in-place upgrade,
      you update the region to point to the new CA NetMaster data sets instead of the data sets from an earlier release.
  2. Decide whether to perform a parallel upgrade or an in-place upgrade. Typically, you perform a parallel upgrade in a test environment to test the new software. After you have tested it, you typically perform an in-place upgrade in your production environment. Our documentation follows this model.
  3. Prepare to Upgrade (Migrate), which typically includes migrating your existing parameter group values, MODS files, knowledge base, and so on to the new region.
  4. Follow the same processes and procedures as a new installation, including all installation tasks outlined in the Installation Checklist.
    The documentation includes upgrade-specific information, as needed, such as in the following sections: