An installation and configuration guide for InfoSphere® Optim™ for z/OS®.
Overview - Customization Guide
This section provides an overview of the steps that are required to install Optim. This section also contains a description of the installation process for remote subsystem access, the upgrade process, and administration tasks.
Installation Dialog
The CLIST FOPINSTL initiates an ISPF dialog that allows you to install, upgrade, and maintain Optim.
Full Install Optim must be installed on each DB2® subsystem in which it is to run.
Upgrade to a New Release
To upgrade your version of Optim, select Option 2 from the main Install menu. Use this option to upgrade to the current release of Optim, to install any component not already installed, or if you have tested the new release in a separate environment.
Directory Maintenance
Use Option 3 to maintain the Optim Directory and sample database.
Enable and Disable Products
After Optim is installed, you can enable or disable product use by selecting Option 4 on the Install main menu or, if you are a site administrator, Option P on the main menu.
Bind or Rebind the DB2 Plan
You can bind or rebind the DB2® Plans, as needed, by selecting Option 5 on the main Install menu. The introduction of DB2 Package Versioning enables you to issue a PACKAGE BIND replace, without affecting the existing plan bind. Packages that have changed with current maintenance actually add a new Version of the Package identified by the PTF. Previously, before DB2 Package Versioning, when a specific Package was replaced, it caused the existing plan to be invalidated.
Create or Modify Site Defaults Modules Optim includes a site defaults module named FOPMDFLT, which can be updated or used as a model to create individualized site defaults modules. This allows you to customize the Optim environment according to the needs of a subsystem, location, and/or SQLID.
Integrate Into Your Environment
There are many ways in which you can integrate the solution into your environment. You can use methods for invoking the solution, creating customized menus of functions, customizing the CLISTs used to process SQL statements in ISPF EDIT, customizing the JCL skeletons used to execute batch processes, performance considerations, and other miscellaneous topics.
Establish Security Optim allows you to establish security for objects and Archive Files or provide functional security. That is, you can select the users that have access to objects, Archive Files, and to specific Optim functions.
Use SQL DDL to Populate Directory
Some sites maintain primary and foreign key definitions in third party data dictionary products. Also, some application generators produce primary and foreign key definitions as part of the code generation process. Optim provides the Import facility to populate the Optim Directory with primary and foreign key definitions produced by such tools.
Interface with the BMC Catalog Manager
If the BMC Catalog Manager is installed at your site, you may establish an interface between Access and the Catalog Manager. The interface allows you to use Access to browse and edit the tables, views, synonyms, and local aliases from the lists displayed by the Catalog Manager.
Convert an Extract File
Extract files can be converted to Archive Files and used in any Archive processes. Use the following JCL to convert an Extract File.
Customize Aging Rules
A member, FOP2RUSA, is distributed with Optim to define special days and aging rules.
Customize Date Format Tables
Date formats specify the format of a date field including the individual components (year, month, day) that make up the field. These are defined internally as a list of formats in a single format table, FOP9SAPF. New formats can be added easily to the table without requiring exit coding for each individual format.
Define User Exits for Date Aging Optim provides extensive facilities for aging date columns. To do so, the solutions support hundreds of date formats and allow you to augment the distributed date formats.
Install the Optim Data privacy providers
The Optim Data Privacy Solution for z/OS (FMID HAI8B30) provides components to mask sensitive data propagated outside your production environment, such as national IDs, credit card numbers, and email addresses. You can mask sensitive data by replacing it with fictional, yet contextually accurate data.
Reuse DSN Subcommands and SQL
The DSN subcommands and SQL statements generated as part of the installation of Optim can be stored in a sequential file to be reviewed and executed using DB2I and SPUFI.
Review SQL Statements and DSN Subcommands
The SQL statement or DSN subcommand generated by the steps to install or upgrade Optim can be reviewed by specifying Y in response to the Review SQL or Review DSN subcommand prompt on any panel that displays the prompt.
Run Multiple Releases
Sites may want to run more than one release of Optim at a given time. For example, you may wish to perform testing with the new release before switching your production system from the previous release.
Installation and Pre-training Checklist
The following is an installation checklist. Review this list to verify that the installation is successful and that you are ready for the training session.
Collecting Diagnostic Information
To diagnose and resolve problems with your Optim solution, IBM® Technical Support might ask you to obtain diagnostic information.
ODM Optim Connect
ODM Optim Connect provides access to data in Optim Archive Files for applications that use the ODBC and JDBC APIs.
Metering
The Optim solutions meter all archive and extract requests and record the amount of data processed. These metering records are produced automatically and stored with the source file.