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System z Linux Proof Of Concept Project Management Best Practices September 8, 2009

Learn best practices for managing a Linux proof of concept (POC) project, including planning, project methodology, and do's and don'ts throughout the project life cycle.

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System z Linux Proof Of Concept Project Management Best Practices September 8, 2009

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  1. System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

  2. Agenda • Mainline’s System z Linux Life Cycle • Planning for the POC • Project Methodology Overview • Do’s and Don’ts

  3. Through Out the Life Cycle Mainline is there Proving Planning • System z Linux POC Projects • Systems Assurance • Architecting Solutions • Installation Services • IBM Specialty Engine Loaner • Program • Business Cases • Sizing Servers for IFLs • Value of Z Linux Presentations • Account Planning • Proposal Development • Scoping POC • Linux LOTS • zVM & Linux Healthcheck Production

  4. Years of Experience • 11+ years with Linux • 6+ years implementing Linux on System z • 6+ years server consolidation sizings for System z Linux • 6+ years assisting with business case development • Certifications Novell CLE, CLP, CNS and Red Hat RHCE Linux Team The Team • Planning: New Workload Sales Team • Marianne Eggett – Central, West • Andy Greco – NE, Mid Atlantic, SE • Proving: Installation Team • Project Managers • zVM and Linux Technical Consultants • WebSphere, DB2 UDB, other expertise • Production: 24x7 SuSE LOTS Support Line • Supporting zVM & SuSE Linux • Supporting IBM and many non-IBM middleware Software products

  5. Best Fit For Server Consolidations • DB2 Connect – Ideal 1st Application • Oracle – Generates excellent TCOs • WebSphere AS, MQSeries & Portal • WebSphere HATS & HOD • CICS Gateways, IMS Connect • Lotus Domino eMail and Applications • Tivoli TSM Server • DB2 UDB • Communication Controller for Linux (3745 replacement) • Network Infrastructure; FTP, NFS, DNS, etc. • ISV products; WebFocus, Attachmate

  6. MIS Customer References • State of Idaho Domino, Apache appl • Emigrant Savings WebSphere • University of Maryland Oracle • Thomas Jefferson Un. Hospital TSM • Indianapolis Power & Light WebSphere Hats • Boston University DB2 UDB, Oracle • John Hopkins University WebSphere • Brocade Development Environment

  7. Linux Partners • Novell Business Partnership • Mainline is Novell’s largest remarketer of System z SuSE Linux • Red Hat Business Partnership • IBM • zVM and PPA Software • IBM Software Excel & Support Line • Velocity Software for zVM & Linux performance tuning

  8. Managing the Linux Proof of Concept

  9. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document Installation & Set Up Testing Closing

  10. Value Proposition • IBM • Scorpion Study • Environmental Studies • Application Assessments • zRace Planning Proving • Mainline • IFL Capacity sizings • Business Case • zRace with IBM Techline Production

  11. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • Statement of Work Consulting Services • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up Testing Closing

  12. Project Definition • Choosing Scope is Critical • Significant enough • Not overwhelming • Resource Commitment • Senior Management Commitment • Success Criteria • System assurances are valuable

  13. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up • IBM loaner Eq. • zVM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing Closing

  14. Installation and Set up • Week day vs. Weekend changes • IBM CE • Real Memory • Networks • Consultants on site for skills transfer • Back up environment • Clones • Weekly status meeting

  15. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up • IBM loaner Eq. • zVM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing • Test Plan • Unit • Volume/Performance • Weekly Status Mtg • Status Report • Issues Management • Escalation Process • Resource Management • In house • Mainline • IBM • Linux vendor • ISVs Closing

  16. Testing • Test Plan • Outline tests • Document performance targets when compared to current production system • Keep track of each run’s changes • Keep track of each run’s results • Learning curve • Ask for help early • Problems • Ask for help early • IBM and BP resources • Open problems with software vendors too, i.e. Oracle • Weekly Status meetings • Schedule meeting out 12 weeks

  17. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up • IBM loaner Eq. • zVM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing • Test Plan • Unit • Volume/Performance • Weekly Status Mtg • Status Report • Issues Management • Escalation Process • Resource Management • In house • Mainline • IBM • Linux vendor • ISVs Closing • Success Criteria Acceptance • Loaner Purchase or removed • Production Implementation Planning • Purchasing • Technical Services • Vendor 24x7 Support

  18. Closing • Document results against Success Criteria • Review results with project team to gain everyone’s concurrence • Identified lesson’s learned

  19. Proving – Managing the Linux POC Project Initiation 3-5 weeks Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document 1-3 weeks • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up 2-20+ weeks • IBM loaner Eq. • zVM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing 1-3 weeks • Test Plan • Unit • Volume/Performance • Weekly Status Mtg • Status Report • Issues Management • Escalation Process • Resource Management • In house • Mainline • IBM • Linux vendor • ISVs Closing • Customer Final Report • Success Criteria Acceptance • IFL Purchased or removed • Production Implementation Planning • Purchasing • Technical Services • Vendor 24x7 Support

  20. Managing the Linux POC Hardware Solution Coordination zVM and Linux POC Project Management Deliverables • These are PMO standard templates to manage Linux POCs • POC Scope Document • POC Success Criteria • POC Project Plan • POC Team Roster • POC Status Report

  21. Beware of the Benchmark POC Final Comments Stay away from performance benchmark tests that drive the IFL to 100% to determine maximum transactions compared to Intel/Power platforms. System z Linux “sweet spot” is as a multi-tasker.

  22. Ideal POC Scope Focus the POC scope on • Learning the environment • Functional test or Production comparative test • Follow up on the Business Case

  23. Planning Proving – Managing the Linux POC Project Initiation Project Definition • Value Proposition • Learning the value of System z Linux • Server Consolidation • Sizings • Business Case Development • POC Initiative • Scoping POC • POC IFL Sizings • Real memory sizing • Scope Document • Infrastructure Planning • Hardware • Software • Network • Security • Disk • Backup & Recovery • Project Planning • Scope Document • Project Plan • Team Roster • Systems Assurance • SOW Consulting Svc • Status Report • Phone Support • IBM Loaner Program • POR date • Success Criteria • Configs • Sizings • IBM Contracts • Linux Trial • Software Trial Installation & Set Up • IBM loaner Eq. • zVM & Linux install • Other SW install • Network • Security • Disk • DB loads • Application set up • Other Distributed Servers • Weekly Status Meeting • Status Report Testing • Test Plan • Unit • Volume/Performance • Weekly Status Mtg • Status Report • Issues Management • Escalation Process • Resource Management • In house • Mainline • IBM • Linux vendor • ISVs Closing • POC Final Report • Success Criteria Acceptance • IFL Purchased or removed • Production Implementation Planning • Purchasing • Technical Services • Vendor 24x7 Support

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