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IBM TS7700 Release 3.3

Book Description

IBM® TS7700 is a family of mainframe virtual tape solutions that optimize data protection and business continuance for IBM z Systems™ data. Through the use of virtualization and disk cache, the TS7700 family operates at disk speeds while maintaining compatibility with existing tape operations. Its fully integrated tiered storage hierarchy takes advantage of both disk and tape technologies to deliver performance for active data and best economics for inactive and archive data. This IBM Redbooks® publication describes the TS7700 R3.3 architecture, planning, migration, implementation, and operations.

The latest TS7700 family of z Systems tape virtualization is offered as two models:

  • IBM TS7720 features encryption-capable high-capacity cache that uses 3 TB SAS disk drives with RAID 6, which can scale to large capacities with the highest level of data protection.

  • IBM TS7740 features encryption-capable 600 GB SAS drives with RAID 6 protection.


  • Both models write data by policy to physical tape through attachment to high-capacity, high-performance IBM TS1150 and earlier IBM 3592 model tape drives that are installed in IBM TS3500 tape libraries. Physical tape support is optional on TS7720. TS7700 R3.3 also supports external key management for disk-based encryption by using IBM Security Key Lifecycle Manager.

    This book intended for system architects who want to integrate their storage systems for smoother operation.

    Table of Contents

    1. Front cover
    2. Notices
      1. Trademarks
    3. IBM Redbooks promotions
    4. Preface
      1. Summary of contents
      2. Authors
      3. Now you can become a published author, too
      4. Comments welcome
      5. Stay connected to IBM Redbooks
    5. Part 1 Architecture and planning
    6. Chapter 1. Introducing the IBM TS7700
      1. 1.1 Overview
      2. 1.2 Concepts of storage virtualization
      3. 1.3 Benefits of tape virtualization
      4. 1.4 Managing the IBM TS7700
      5. 1.5 Data storage values
    7. Chapter 2. Architecture, components, and functional characteristics
      1. 2.1 TS7700 architecture
        1. 2.1.1 Monolithic design of a Virtual Tape Server
        2. 2.1.2 Modular design of the TS7700
        3. 2.1.3 Previous peer-to-peer VTS design
        4. 2.1.4 Principles of grid design
        5. 2.1.5 TS7700 Models
        6. 2.1.6 Introduction of the TS7720T
        7. 2.1.7 Management of the TS7700
      2. 2.2 Stand-alone cluster: Components, functions, and features
        1. 2.2.1 Views from the Host: Library IDs
        2. 2.2.2 Tape Volume Cache
        3. 2.2.3 Virtual volumes and logical volumes
        4. 2.2.4 Mounting a scratch virtual volume
        5. 2.2.5 Mounting a specific virtual volume
        6. 2.2.6 Logical WORM support and characteristics
        7. 2.2.7 Virtual drives
        8. 2.2.8 Selective Device Access Control
        9. 2.2.9 Physical drives
        10. 2.2.10 Stacked volume
        11. 2.2.11 Selective Dual Copy function
        12. 2.2.12 General TVC management in a stand-alone cluster
        13. 2.2.13 TVC Cache management in a TS7740 stand-alone cluster
        14. 2.2.14 TVC cache management in a TS7720 and TS7720T CP0 stand-alone cluster
        15. 2.2.15 TVC Cache management in a TS7720T CPx stand-alone cluster
        16. 2.2.16 Expired virtual volumes and the Delete Expired function
        17. 2.2.17 TVC management processes for TS7740 or TS7720T CPx
        18. 2.2.18 TVC handling in outage situations
        19. 2.2.19 Copy Consistency Point: Copy policy modes in a stand-alone cluster
        20. 2.2.20 TVC selection in a stand-alone cluster
        21. 2.2.21 TVC encryption
        22. 2.2.22 Physical volume pools
        23. 2.2.23 Logical and stacked volume management
        24. 2.2.24 Secure Data Erase function
        25. 2.2.25 Copy Export function
        26. 2.2.26 Encryption of physical tapes
        27. 2.2.27 User Management: Roles and profiles
        28. 2.2.28 Security identification by using Lightweight Directory Access Protocol
        29. 2.2.29 Service preparation mode
        30. 2.2.30 Service mode
      3. 2.3 Multi-cluster grid configurations: Components, functions, and features
        1. 2.3.1 Rules in a multi-cluster grid
        2. 2.3.2 Required grid hardware
        3. 2.3.3 Data integrity by volume ownership
        4. 2.3.4 I/O TVC selection
        5. 2.3.5 Copy Consistency Points
        6. 2.3.6 Cluster family concept
        7. 2.3.7 Override settings concept
        8. 2.3.8 Host view of a multi-cluster grid and Library IDs
        9. 2.3.9 Tape Volume Cache
        10. 2.3.10 Virtual volumes and logical volumes
        11. 2.3.11 Mounting a scratch virtual volume
        12. 2.3.12 Mounting a specific virtual volume
        13. 2.3.13 Logical WORM support and characteristics
        14. 2.3.14 Virtual drives
        15. 2.3.15 Allocation assistance
        16. 2.3.16 Selective Device Access Control
        17. 2.3.17 Physical drives
        18. 2.3.18 Stacked volume
        19. 2.3.19 Selective Dual Copy function
        20. 2.3.20 General TVC management in multi-cluster grids
        21. 2.3.21 Expired virtual volumes and the Delete Expired function
        22. 2.3.22 TVC management for TS7740 and TS7720T CPx in a multi-cluster grid
        23. 2.3.23 TVC management for TS7720 in a multi-cluster grid
        24. 2.3.24 TVC management processes in a multi-cluster grid
        25. 2.3.25 Copy Consistency Point: Copy policy modes in a multi-cluster grid
        26. 2.3.26 TVC (I/O) selection in a multi-cluster grid
        27. 2.3.27 TVC handling in an unavailability condition
        28. 2.3.28 Remote (cross) cluster mounts
        29. 2.3.29 TVC encryption
        30. 2.3.30 Logical and stacked volume management
        31. 2.3.31 Secure Data Erase
        32. 2.3.32 Copy Export
        33. 2.3.33 Encryption of physical tapes
        34. 2.3.34 Autonomic Ownership Takeover Manager
        35. 2.3.35 Selective Write Protect for disaster recovery testing
        36. 2.3.36 FlashCopy for disaster recovery testing R3.1
        37. 2.3.37 Service preparation mode
        38. 2.3.38 Service mode
      4. 2.4 Grid configuration examples
        1. 2.4.1 Homogeneous versus hybrid grid configuration
        2. 2.4.2 Planning for high availability or disaster recovery in limited distances
        3. 2.4.3 Disaster recovery capabilities in a remote data center
        4. 2.4.4 Configuration examples
    8. Chapter 3. IBM TS7700 usage considerations
      1. 3.1 Introduction
        1. 3.1.1 A short look at history
        2. 3.1.2 Challenges of today’s businesses
        3. 3.1.3 Challenges of technology progress
      2. 3.2 Gather your business requirements
        1. 3.2.1 Environment: Source of data
        2. 3.2.2 Backup data, active data, and archive data
        3. 3.2.3 IBM DB2 archive log handling
        4. 3.2.4 DFSMShsm Migration Level 2
        5. 3.2.5 Object access method: Object processing
        6. 3.2.6 Batch processing: Active data
        7. 3.2.7 Data type and cache control
      3. 3.3 Features and functions for all TS7700 models
        1. 3.3.1 Stand alone versus grid environments
        2. 3.3.2 Sharing a TS7700
        3. 3.3.3 Tape Volume Cache selection
        4. 3.3.4 Copy Consistency policy
        5. 3.3.5 Synchronous mode copy
        6. 3.3.6 Override policies
        7. 3.3.7 Cluster family
        8. 3.3.8 Logical Volume Delete Expire Processing versus previous implementations
        9. 3.3.9 Encryption
        10. 3.3.10 z/OS Allocation assistance
        11. 3.3.11 25 GB logical volumes
      4. 3.4 Features and functions available only for the TS7720T
      5. 3.5 Operation aspects: Monitoring and alerting
        1. 3.5.1 Message handling
        2. 3.5.2 Regularly scheduled performance monitoring
        3. 3.5.3 Optional checks
      6. 3.6 Choosing a migration method
        1. 3.6.1 Host-based migration
        2. 3.6.2 TS7700 internal data migration
        3. 3.6.3 Tape drive technology behind a TS7700
    9. Chapter 4. Preinstallation planning and sizing
      1. 4.1 Hardware installation and infrastructure planning
        1. 4.1.1 System requirements
        2. 4.1.2 Tape drives and media support (TS7740 and TS7720T)
        3. 4.1.3 Limitations
        4. 4.1.4 TCP/IP configuration considerations
        5. 4.1.5 Remote installations and FICON switch support
        6. 4.1.6 Factors that affect performance at a distance
        7. 4.1.7 Host attachments
        8. 4.1.8 FICON Director support
        9. 4.1.9 FICON channel extenders
        10. 4.1.10 Cascaded switches
        11. 4.1.11 Planning for LDAP for user authentication in your TS7700 subsystem
      2. 4.2 Planning for a grid operation
        1. 4.2.1 Defining grid copy mode control
        2. 4.2.2 Defining scratch mount candidates
        3. 4.2.3 Retain Copy mode
        4. 4.2.4 Defining cluster families
        5. 4.2.5 TS7720 cache thresholds and removal policies
        6. 4.2.6 Data management settings (TS7740 & TS7720T CPx in a multi-cluster grid)
      3. 4.3 Planning for software implementation
        1. 4.3.1 Host configuration definition
        2. 4.3.2 Software requirements
        3. 4.3.3 System-managed storage tape environments
        4. 4.3.4 Sharing and partitioning considerations
        5. 4.3.5 Sharing the TS7700 by multiple hosts
        6. 4.3.6 Partitioning the TS7700 between multiple hosts
        7. 4.3.7 Logical path considerations
      4. 4.4 Planning for logical and physical volumes
        1. 4.4.1 Logical volumes
        2. 4.4.2 Logical WORM
        3. 4.4.3 Physical volumes for TS7740 or TS7720T
        4. 4.4.4 Data compression
        5. 4.4.5 Secure Data Erase function
        6. 4.4.6 Planning for tape encryption in a TS7740 or TS7720T
        7. 4.4.7 Planning for Cache Disk Encryption in the TS7700
      5. 4.5 Tape analysis and sizing the TS7700
        1. 4.5.1 IBM tape tools
        2. 4.5.2 BatchMagic
        3. 4.5.3 Workload considerations
        4. 4.5.4 Education and training
        5. 4.5.5 Implementation services
    10. Part 2 Implementation and migration
    11. Chapter 5. IBM TS7700 implementation
      1. 5.1 TS7700 implementation
      2. 5.2 TS3500 tape library definitions (TS7740 or TS7720T)
      3. 5.3 Setting up the TS7700
        1. 5.3.1 Definitions for TS7740 or TS7720T
        2. 5.3.2 TS7700 definitions
      4. 5.4 Hardware configuration definition
        1. 5.4.1 Defining devices through HCD
        2. 5.4.2 Activating the I/O configuration
      5. 5.5 Setting values for the Missing Interrupt Handler
      6. 5.6 TS7700 software definitions
    12. Chapter 6. Hardware configurations and upgrade considerations
      1. 6.1 TS7700 hardware components
        1. 6.1.1 Common components for the TS7700 models
        2. 6.1.2 TS7720 disk-only components
        3. 6.1.3 TS7720T components
        4. 6.1.4 TS7740 components
        5. 6.1.5 TS3000 Total System Storage Console
        6. 6.1.6 Cables
      2. 6.2 TS7700 component upgrades
        1. 6.2.1 TS7700 concurrent system component upgrades
        2. 6.2.2 TS7700 non-concurrent system component upgrades
        3. 6.2.3 TS7720 Cache upgrade options
        4. 6.2.4 TS7740 Tape Volume Cache upgrade options
      3. 6.3 TS7700 upgrade to Release 3.3
        1. 6.3.1 Planning for the upgrade
      4. 6.4 Adding clusters to a grid
        1. 6.4.1 TS7700 grid upgrade concept
        2. 6.4.2 Considerations when adding a cluster to the existing configuration
        3. 6.4.3 Considerations for merging an existing cluster or grid into a grid
      5. 6.5 Removing clusters from a grid
        1. 6.5.1 Reasons to remove a cluster
        2. 6.5.2 High-level description of the process
    13. Chapter 7. Migration
      1. 7.1 Migration to a TS7700
        1. 7.1.1 Grid to Grid Migration
      2. 7.2 Upgrading drive models in an existing TS7740 or TS7720T
      3. 7.3 Moving data in and out of the TS7700
        1. 7.3.1 Phased method of moving data
        2. 7.3.2 Quick method of moving data
        3. 7.3.3 Products to simplify the task
        4. 7.3.4 Considerations for static VOLSERs
        5. 7.3.5 Combining methods to move data into the TS7700
        6. 7.3.6 Moving data out of the TS7700
      4. 7.4 Migration of DFSMShsm managed data
        1. 7.4.1 Volume and data set sizes
        2. 7.4.2 TS7700 implementation considerations
        3. 7.4.3 DFSMShsm task-related considerations
      5. 7.5 DFSMSrmm and other tape management systems
      6. 7.6 IBM Tivoli Storage Manager
      7. 7.7 DFSMSdss
        1. 7.7.1 Full volume dumps
        2. 7.7.2 Stand-Alone Services
      8. 7.8 Object access method
      9. 7.9 Database backups
        1. 7.9.1 DB2 data
        2. 7.9.2 CICS and IMS
        3. 7.9.3 Batch data
    14. Part 3 Operation
    15. Chapter 8. Operation
      1. 8.1 User interfaces
        1. 8.1.1 TS3500 tape library GUI
        2. 8.1.2 Call Home and Electronic Customer Care
      2. 8.2 TS7700 Management Interface
        1. 8.2.1 Connecting to the Management Interface
        2. 8.2.2 Using the TS7700 Management Interface
        3. 8.2.3 The Systems icon
        4. 8.2.4 The Monitor icon
        5. 8.2.5 Performance
        6. 8.2.6 The Virtual icon
        7. 8.2.7 The Physical icon
        8. 8.2.8 The Constructs icon
        9. 8.2.9 The Access icon
        10. 8.2.10 The Settings icon
        11. 8.2.11 The Service icon
      3. 8.3 Common procedures
        1. 8.3.1 TS3500 tape library with a TS7740 and TS7720T
        2. 8.3.2 TS7740 or TS7720T definitions
        3. 8.3.3 TS7700 definitions
        4. 8.3.4 TS7700 multi-cluster definitions
      4. 8.4 Basic operations
        1. 8.4.1 Clock and time setting
        2. 8.4.2 Library in Pause mode
        3. 8.4.3 Preparing a TS7700 for service
        4. 8.4.4 TS3500 Tape Library inventory
        5. 8.4.5 Inventory upload
      5. 8.5 Tape cartridge management
        1. 8.5.1 3592 tape cartridges and labels
        2. 8.5.2 Manual insertion of stacked cartridges
      6. 8.6 Cluster intervention scenarios
        1. 8.6.1 Hardware conditions
        2. 8.6.2 TS7700 LIC processing failure
      7. 8.7 TS7700 Management Interface considerations
    16. Chapter 9. Host Console operations
      1. 9.1 System-managed tape
        1. 9.1.1 DFSMS operator commands
        2. 9.1.2 MVS system commands
        3. 9.1.3 Host Console Request function
        4. 9.1.4 Library LMPOLICY command
        5. 9.1.5 Useful DEVSERV QUERY commands
        6. 9.1.6 Scratch volume recovery for logical volumes
        7. 9.1.7 Ejecting logical volumes
      2. 9.2 Messages from the library
        1. 9.2.1 Alert setting messages
        2. 9.2.2 TS7700 Host Console messages
      3. 9.3 EXPIRE HOLD and scratch processing considerations
      4. 9.4 Scratch count mismatch
      5. 9.5 Effects of changing categories
      6. 9.6 Library messages and automation
    17. Chapter 10. Performance and monitoring
      1. 10.1 Overview
      2. 10.2 TS7700 performance characteristics
      3. 10.3 Performance overview
        1. 10.3.1 TS7700 components and task distribution
        2. 10.3.2 Grid considerations and replication modes
        3. 10.3.3 Workload profile from your hosts
        4. 10.3.4 Lifecycle Management of your data
        5. 10.3.5 Parameters and customization of the TS7700
        6. 10.3.6 Types of throughput
        7. 10.3.7 Throttling in the TS7700
      4. 10.4 Monitoring TS7700 performance
        1. 10.4.1 Base information: Types of statistical records
        2. 10.4.2 Using the TS3500 Tape Library Specialist for monitoring
        3. 10.4.3 Using the TS7700 Management Interface to monitor IBM storage
        4. 10.4.4 Replication Monitoring
        5. 10.4.5 Management of unwanted copies
        6. 10.4.6 Alerting of specific events
      5. 10.5 TS7700 cache throughput
        1. 10.5.1 Performance evaluation tool: Plotting cache throughput from VEHSTATS
        2. 10.5.2 Interpreting cache throughput
      6. 10.6 Adjusting the TS7700
        1. 10.6.1 Deferred Copy throttle value and threshold
        2. 10.6.2 Premigration and premigration throttling values
        3. 10.6.3 Making your cache deeper
        4. 10.6.4 Back-end drives
        5. 10.6.5 Grid links
      7. 10.7 Bulk Volume Information Retrieval
        1. 10.7.1 Overview of the BVIR function
        2. 10.7.2 Prerequisites
        3. 10.7.3 Request data format
        4. 10.7.4 Response data format
        5. 10.7.5 Interpreting the BVIR response data
      8. 10.8 IBM Tape Tools
        1. 10.8.1 Introduction to IBM Tape Tools
        2. 10.8.2 Tools download and installation
        3. 10.8.3 IBM Tape Tools for TS7700 monitoring
      9. 10.9 Using Volume Mount Analyzer
      10. 10.10 Using VEHSTATS and VEHGRXCL for monitoring and reporting
        1. 10.10.1 VEHSTATS tool overview
        2. 10.10.2 Running the VEHSTATS jobs
        3. 10.10.3 VEHSTATS reports
        4. 10.10.4 VEHGRXCL tool overview
      11. 10.11 IBM z/OS commands for monitoring
        1. 10.11.1 DISPLAY SMS commands
        2. 10.11.2 LIBRARY command
      12. 10.12 What to look for and where
      13. 10.13 Virtual Device Allocation in z/OS with JES2
        1. 10.13.1 EQUAL allocation
        2. 10.13.2 BYDEVICES allocation
        3. 10.13.3 Allocation and Copy Consistency Point setting
        4. 10.13.4 Allocation and device allocation assistance
        5. 10.13.5 Allocation and scratch allocation assistance
    18. Chapter 11. Copy Export
      1. 11.1 Copy Export overview and considerations
        1. 11.1.1 General considerations for Copy Export
        2. 11.1.2 Copy Export grid considerations
        3. 11.1.3 Reclaim process for Copy Export physical volumes
        4. 11.1.4 Copy Export process messages
      2. 11.2 Implementing and running Copy Export
        1. 11.2.1 Setting up data management definitions
        2. 11.2.2 Validating before activating the Copy Export function
        3. 11.2.3 Running the Copy Export operation
        4. 11.2.4 Canceling a Copy Export operation
        5. 11.2.5 Host completion message
      3. 11.3 Using Copy Export Recovery
        1. 11.3.1 Planning and considerations for testing Copy Export Recovery
        2. 11.3.2 Performing Copy Export Recovery
        3. 11.3.3 Restoring the host and library environments
    19. Chapter 12. Disaster recovery
      1. 12.1 TS7700 disaster recovery principles
        1. 12.1.1 Data availability
        2. 12.1.2 Deferred Copy Queue
        3. 12.1.3 Volume ownership
      2. 12.2 Failover scenarios
      3. 12.3 Planning for disaster recovery
        1. 12.3.1 Disaster recovery site connectivity IODF considerations
        2. 12.3.2 Grid configuration
        3. 12.3.3 Planning guidelines
      4. 12.4 High availability and disaster recovery configurations
        1. 12.4.1 Restoring the host and library environments
      5. 12.5 Disaster recovery testing basics
        1. 12.5.1 Disaster recovery general considerations
        2. 12.5.2 Breaking the interconnects between the TS7700 grid
        3. 12.5.3 Considerations for DR tests without Selective Write Protect mode
      6. 12.6 Disaster recovery testing detailed procedures for FlashCopy
        1. 12.6.1 Planning your disaster recovery test
        2. 12.6.2 Running Phase 1: Preparation
        3. 12.6.3 Running Phase 2: Enablement
        4. 12.6.4 Running Phase 3: Running the disaster recovery test
        5. 12.6.5 Running Phase 4: Cleaning up
        6. 12.6.6 Running Phase 5: Disabling the Write Protect and FlashCopy
        7. 12.6.7 Expected failures during the DR test
      7. 12.7 Disaster recovery testing detailed procedures for alternatives before Release 3.1
        1. 12.7.1 TS7700 2-cluster grid that uses Selective Write Protect
        2. 12.7.2 TS7700 2-cluster grid not using Selective Write Protect
        3. 12.7.3 TS7700 3-cluster grid not using Selective Write Protect
      8. 12.8 A real disaster
      9. 12.9 Geographically Dispersed Parallel Sysplex for z/OS
        1. 12.9.1 Geographically Dispersed Parallel Sysplex considerations in a TS7700 grid configuration
        2. 12.9.2 Geographically Dispersed Parallel Sysplex functions for the TS7700
        3. 12.9.3 Geographically Dispersed Parallel Sysplex implementation
    20. Part 4 Appendixes
    21. Appendix A. Feature codes and RPQ
      1. RPQ
      2. Feature code lists
    22. Appendix B. IBM TS7700 implementation for IBM z/VM, IBM z/VSE, and IBM z/TPF environments
      1. Software requirements
      2. Software implementation in z/VM and z/VSE
      3. Software implementation in z/OS Transaction Processing Facility
      4. Implementing Outboard Policy Management for non-z/OS hosts
    23. Appendix C. JES3 examples and information
      1. JES3 support for system-managed tape
      2. Example with two separate tape libraries
      3. Example with three Tape Libraries
      4. Processing changes
    24. Appendix D. DEVSERV QLIB command
    25. Appendix E. Sample job control language
      1. BVIR jobs to obtain historical data
      2. Extra BVIR reporting
      3. VEHSTATS reports
      4. Export list volume sample JCL
      5. JCL for TS7700 migration scenarios
    26. Appendix F. Library Manager volume categories
    27. Appendix G. IBM TS7700 parameter examples
      1. General example setup
    28. Appendix H. Extra IODF examples
      1. General IODF principles
    29. Appendix I. Case study for logical partitioning of a two-cluster grid
      1. Overview of partitioning
      2. Definitions and settings in z/OS
      3. Definitions on the TS7700 Management Interface
      4. Verification of changes
    30. Related publications
      1. IBM Redbooks publications
      2. Other publications
      3. Technical documents on the IBM Techdocs website
      4. Help from IBM
    31. Back cover