e-config RPO MES Training Bill Luken bill_luken@us.ibm September 29 th , 2014

1. Global Client Value e-config RPO MES TrainingBill Lukenbill_luken@us.ibm.comSeptember 29th , 2014

2. Value Statements • Blue Harmony puts a focus on making sure the inventory is accurate. In order to ensure this accuracy, Blue Harmony requires that any upgrade to a system have it's starting point originate from inventory. The only way to access this inventory information is thru Inventory Services. • The Inventory Services application also includes in it's query any on-order information. This is also critical in making sure the starting point system includes anything already ordered (so as to not allow duplicate ordering) • Inventory Services isn't the source of the inventory data....it is a portal which allows querying of different data sources, including iBase. It provides the users with a front-end for querying, and integrates the extraction of data from the different sources. • Using Inventory Services within e-config provides a seamless process to start the upgrade configuration, retrieve the inventory information from the web, and use that data directly in the e-config upgrade. It is not necessary to save, send, receive and find these files, the integration between e-config and Inventory Services takes care of that. • Each upgrade configuration is compared against inventory before it is allowed to be ordered. Today these upgrade configurations can be started from an existing configuration or from inventory information. Unless Inventory Services is used to retrieve the inventory, there is no guarantee the base will validate. It may....but it has a good chance that it will not. Users get frustrated when the base configuration doesn't validate, so using Inventory Services ensures they will get the correct starting point and alleviate that frustration. • Inventory Services is used by many countries already, including the US. Inventory Services intersects with Blue Harmony via interfacing with iBase. With Blue Harmony, we now standardize on one worldwide application to be used for inventory retrieval (instead of having several different tools by country/geography). The interface and it's function doesn't change, so the transition is easier for users already familiar with Inventory Services. • Having valid, high-quality inventory records ensures end-user customers systems are properly represented in IBM, ensuring correct maintenance/warrantee records and ensuring future MES orders flow without error.

3. You can start by clicking on the quick launch button ‘Add Upgrade/MES or Restore CFR’. On the pop-up choose ‘Import from Retrieval’ and check ‘Edit before importing’ e-config steps - pull inventory

4. Or you can start by clicking on ‘Portfolio’ then choose ‘Add Upgrade/MES or Restore CFReport’. On the pop-up choose ‘Import from Retrieval’ and check ‘Edit before importing’ e-config steps - pull inventory

5. For this demonstration I will choose ‘Power Systems..’ e-config steps - pull inventory

6. On the ‘Base Retrieval’ pop-up box, choose ‘Retrieve’ then ‘Retrieve from host..’ e-config steps - pull inventory

7. e-config steps - pull inventory On the ‘Inventory Services Host Interface’ pop-up box, choose your preferred browser, if you have multiple browsers installed. Choose ‘OK’

8. If the ‘Inventory Services Host Interface’ window ‘Browser Selection’ does not appear, then go back to the ‘Base Retrieval – Previously Retrieved Data’ Window and select 'Options' and then 'Preferences' e-config steps - pull inventory

9. From the ‘Base Retrieval Preferences’ window choose ‘Inventory Services Host Interface’ , then choose your preferred browser, make sure to check ‘Retrieve hardware’ and ‘Retrieve software’, then click-on ‘OK’. Then on ‘Base Retrieval’ window choose ‘Receive from host’, under ‘Retrieve’ menu choice, then you will get the Web interface to Inventory Services from your browser e-config steps - pull inventory

10. From the ‘Inventory services’ Web page, choose your country and hit ‘Go’, then choose ‘Retrieval options’ from left navigation bar e-config steps - pull inventory

11. From the ‘Retrieval options’ Web page, choose the option ‘By serial’ on left navigation bar or ‘Retrieve by serial’ e-config steps - pull inventory

12. e-config steps - pull inventory On the ‘By serial’ Web page add the ‘Product type’ and ‘Serial number’, make sure to check ‘Retrieve all system data’ , ‘Save in CFREPORT (do not show data)’, ‘Clear summary prior to retrieval’, ‘Retrieve on order data’ and ‘Ignore VPD data’. Then click-on ‘Show’

13. e-config steps - pull inventory If the machine type and serial is found in the installed inventory, Inventory Services will launch a utility to save the CFReport to your system. An applet is required to be installed one time (check ‘Do not show this again….’, to prevent from popping-up again) which will allowing the saving of the CFReport. Click ‘Run’

14. e-config steps - pull inventory The system retrieved by the machine type-serial will be summarized in 2 windows. The first pop-up window on this slide shows the installed hardware system. See the next slide for second window.

15. e-config steps - pull inventory The second pop-up window shows the installed hardware, software and software maintenance. From here if you proceed with upgrade under ‘Retrieve’ on the ‘Base Retrieval’ pop-up window, you can perform a MES. If you need to perform a RPO MES, use the second pop-up window, ‘Installed systems’. Directions for RPO MES on the proceeding slides

16. If you have multiple groups, you must move the contents in the secondary groups from ‘Assigned products’ to ‘Unassigned products’ by selecting and then ‘remove’ from the ‘Selected’ menu choice. Sometimes the retrieval incorrectly groups the system hardware and software in separate tabs (groups), you need to group them back together. e-config steps - pull inventory

17. This screen shows the products under Group 2 has moved from Assigned products to Unassigned products. Next go to CPU 1 group and then add the Unassigned products e-config steps - pull inventory

18. The Unassigned products from Group 2 are now showing as Unassigned products on CPU 1. Now you select all the Unassigned products and choose Assign under the Selected menu choice e-config steps - pull inventory

19. The Unassigned products are now showing as Assigned products under the CPU 1 tab. Now can you go to the ‘Base Retrieval’ pop-up window and ‘Proceed with upgrade’ e-config steps - pull inventory

20. e-config steps - pull inventory From the ‘Base Retrieval’ pop-up window, choose ‘Proceed with upgrade…’ from the ‘Retrieve’ menu selection. You will get a pop-up window for ‘Returning to Configurator’. Choose ‘OK’. If you didn’t save the changes, you will get a pop-up window to ‘Save Changes to file?’, choose ‘Yes’

21. e-config steps - perform base edit After you saved the changes you will be brought back to e-config and the ‘Edit Base System’ window. You will also get a pop-up box for the ‘System Values’. In this example I chose a Germany installed system, using the Machine Type - Serial. Choose ‘OK’, if correct, on the System Values pop-up

22. Double-Click on 9117-MMC to verify the features and modifying as necessary, beginning the RPO MES e-config steps - perform base edit

23. I am now able to change the quantities to match what is really installed. In this example I am changing the 146GB HDD’s from Qty 8 to Qty 6, then select ‘OK’ e-config steps - perform base edit

24. Next I need to ‘Validate’ the configuration, as currently it is showing as ‘Not Validated’. Choose ‘Validate’ under the ‘Base System’ menu item e-config steps - perform base edit

25. If what was changed for the RPO was valid, you will get a pop-up box stating the ‘Validation was successful’. Choose ‘OK’ e-config steps - perform base edit

26. Next you need to ‘Confirm changes…’ under the ‘Base System’ menu choice e-config steps - perform base edit

27. You will get a pop-up window ‘Confirm changes to base system’. You will see Qty 2 of the HDD’s where removed. After you have clicked-on ‘Accept and RPO’ you will see under ‘Action’ it is to ‘Accept and RPO…”. Next choose ‘OK’ e-config steps - perform base edit

28. Next you will be brought back to e-config to clear-out any fatal stops (red messages) prior to validating and exporting the CFR and other formats e-config steps - validate and export

29. You will find the Hardware RPO section in the proposed tab, showing the removal of the 2 HDD’s. Now you can export by using the menu button or right-click on the ‘CFR Upgrade 1’ in the left pane. Next would be to submit as an order as business as usual. The RPO is incorporated and will be 'ordered' as part of the overall configuration e-config steps - validate and export

30. Reference Points • Always use the latest version of e-confighttp://www-03.ibm.com/services/econfig/announce/ecinfo.html • Always use Inventory Services within e-config to retrieve the base machine configuration for all upgrade configurations • If the retrieved configuration matches the actual machine configuration, begin the MES configuration process in e-config. • If the retrieved configuration does not match the actual machine configuration, edit the base in e-config to add and remove features to match the actual base machine configuration, then select "Accept and RPO" before starting the MES configuration. • Export the .cfr file and the .txt file • Provide both files via e-mail to IBM • Provide base .cfr file for MES / RPO • Add in the subject of the e-mail the Master Order Number • These files ONLY must be used to import the configuration into the Blue Harmony quote • No further changes allowed to the configuration, not manually or by using any additional .cfr file • Adding two or more upgrades on the same machine at the same time, the 2nd upgrade has to reflect the changes from the 1st one, the 3rd upgrade has to reflect changes from the 1st and 2nd upgrades and so on… • SOVA - Single Order Validation Application must be used to check the cfr file URL: http://www-03.ibm.com/servers/sova/index.jsp