GP03 V5R3 Technical Overview Part 1 of 2: Introducing IBM I5 & i5/OS

GP03 V5R3 Technical Overview Part 1 of 2
Introducing IBM ~ i5 & i5/OS

August 2004 2004 Announcements: May, July, August GA June 11, August 31, September 10
Major Topics
Part 1 of 2 Introduction to POWER5 and IBM eServer i5 systems, i5/OS and OnDemand pricing, IBM Virtualization Engine Hardware: IBM eServer i5 520, 550 and 570 systems Editions, On Demand pricing of i5/OS Main Storage Memory I/O Controller and devices HSL-2/RIO-G loop information Upgrading to IBM eServer i5 systems Software Simplify Your Infrastructure: Logical Partitioning IBM Virtualization Engine IBM Director Multiplatform preview Windows Operating System Integration with i5/OS, AIX 5L, Linux Single System Sign On IBM Virtualization Engine Previews: Enterprise Workload Manager (EWLM) Virtualization Engine Console System Provisioning
2004 IBM Corporation PAGE 2
Major Topics
Part 2 of 2 Software Integrate to Innovate: DB2 UDB for iSeries WebSphere Application Server Lotus products integration, including Domino and Workplace WebSphere Portal Express, Express Plus iSeries Access Family of Products iSeries Access for Windows, iSeries access for Linux iSeries Access for Web HATS LE Version 5 Application Development CL enhancements WebSphere Development Studio (RPG, ...), WebSphere Development Studio Client for iSeries Printing
Major Topics
Part 2 of 2 continued Software Deliver without Disruption: Capacity on Demand iSeries Navigator Cross-site Mirroring SAN Multipath Save While Active Time Zone Synchronization Save/Restore, BRMS Virus Scan Enablement Summary Product Previews Enterprise Edition Vouchers Summary
Remarks
Key contributors to this presentation are: Rochester: Amit Dave, Mark Olson, Guy Paradise, Tracy Smith, Nick Harris, Dave Wells, Denis Nizinski, and more
ITSO Residents: Belgium: Louis Cuypers, Tom Vernaillen ITSO Residents: Australia: Stephen Linsdell, Chris Luppino ITSO Resident: Japan: Nobuaki Itoh ITSO Resident: France: Denis Luquain Avnet: David Crow
Note, this presentation will be updated approximately every 3 months during 2004. Contact jimcook@us.ibm.com with feedback.
Power Architecture: A Platform for Innovation

Power Architecture Power Everywhere POWER IBM POWER4 IBM POWER5 IBM PowerPC
Exploiting the industrys most successful 64-bit processor technology
Power Architecture is more than just a

technology, but rather a movement for change. It's time for an architecture that enables innovation to flourish. It's time for Power Everywhere.
Nick Donofrio, IBM Senior Vice President IBM Technology & Manufacturing
Power Architecture and IBM POWER5 POWER4 POWER5
POWER4 Lithography Transistors Cores / logical processors per chip Area Frequency L2 / L3 cache Max memory
* This presentation contains information about IBMs plans and directions. Such plans and directions are subject to change without notice
POWER5 130 nm 276 million 2/4 389 mm2 >= 1.5 GHz 1.9 / 36MB 1 TB* SMT
180 nm 174 million 2/2 415 mm2 1.1 / 1.3 GHz 1.4 / 32MB 256 GB No
Multi-threading
Notes: Power Architecture and IBM POWER5

This slide provides an overview of some of the technology differences between IBM POWER4 and POWER5 technologies. Key items worth noting include: Lithography: 130 nanometer (nm) chip circuit technology is being used in POWER5 technology. A nanometer is 1 billionth of a meter, which can be thought of as a line of 5 to 10 atoms. One way to look at the size of a transistor based upon this technology is that 5 million 130 nm transistors could fit on a ball-point pen tip. Processor Multithreading: In general, multithreading allows a single processor to process multiple threads to minimize the processor wait or idle time, as compared to a single processor without this capability. When discussing multithreading, there are a number of distinct differences between different types of multithreading implemented in the industry. In POWER5 technology, IBM uses the term Simultaneous Multithreading (SMT), which essentially enables a single processor to function as two processors. Search Google with multithreading and you find a large amount of industry wide information. Some of this documentation uses terms such as hyperthreading or superthreading, as well as multithreading in describing the different ways to get a single processor to handle multiple threads at the same time. The general concept of multithreading is one of the industrys ways to maximize use of full processor speeds when other computer componentry, such as memory speeds, are not keeping pace with improving processor speeds. L3 cache is another technique to maximize efficient processor utilization. Current laboratory modeling of commercial workloads indicates this SMT optimization in overlapped processing to be in the 30-40% range of improved performance capacity, over no multi-threading. This is discussed in an iSeries SMT Performance whitepaper available at the iSeries Performance Management website (http//www.ibm.com/eserver/iseries/perfmgmt). SMT, coupled with the significant increase of processor power provided by POWER5 technology, delivers a new level of performance and price/performance to the iSeries marketplace. Note: The iSeries SSTAR technology processors that preceded POWER4 technology availability had a Hardware Multithreading (HMT) technology, which was approximately a 10% performance improvement over no multithreading. SMT is a further improvement in the use of multithreading. i5OS V5R3 (OS/400 V5R2 and earlier releases) system value QPRCMLTTSK setting controls use of multithreading. Note that the POWER5 model 570s, depending on specific models, have a maximum of 512 GB of main memory. Consider 1 TB as a product preview for POWER5 models not yet announced.
A Decade of 64-bit Microprocessor Excellence
1995 Cobra Transistor count Frequency Logical Partitions 4.7M 50 MHz None
2004 POWER5 276M >= 1.5 GHz Up to 254*
* This presentation contains information about IBMs plans and directions. Such plans and directions are subject to change without notice
Notes: A Decade of 64-bit Microprocessor Excellence

This slide shows iSeries and pSeries system processor-oriented technology over the years from a physical packaging viewpoint. POWER5 technology, although hardware based on POWER4 technology, is much more than just an improvement in processor or chip design, it is a complete architectural change, creating a much more efficient superscalar processor complex. As with previous hardware, POWER5 processors have two load/store, two arithmetic and one branch unit. The processors complex design is built in such a way that it can most efficiently execute multiple instruction streams concurrently. With simultaneous multi-threading (SMT) on, instructions of two different threads can be issued per single cycle. We will discuss the effect of this capability in more detail later in this presentation. Multi-threading in general allows a single processor to process multiple threads in a different fashion, to minimize the processor wait or idle time, than a single processor without this capability. When discussing multithreading, there are a number of distinct differences between different types of multithreading implemented in the industry. We will restrict our discussion to IBM technologies only. You may find articles discussing Intels Hyper-Threading, Superthreading and other multitasking techniques from several sources. The POWER5 concept is also a step further into autonomic computing. A number of enhanced reliability and availability enhancements are implemented. Along with increased redundant components, it incorporates new technologically high standards, such as special ways to reduce junction temperatures, to reach a very high level of availability. The full system design approach is required to maintain balanced utilization of hardware resources as well as high availability of the new IBM eServer i5 systems.
Notes: A Decade of 64-bit Microprocessor Excellence - 2

Memory and CPU sharing, alternate CPU recovery, a dual clock and dual service processors with failover capability are a number of examples of the full system design approach for higher availability. IBM designed the entire eServer i5 system, all together from processor, caching mechanisms to memory allocation methods and, for I/O tower attachment, HSL-2/RIO-G technology adapters, all for increased performance and availability. On top of all this, there is advanced error correction and low power consuming circuitry by using enhanced thermal management. The multiprocessor eServer i5 servers have multiple autonomic computing features for higher availability compared with single processor servers. If a processor is running, but is experiencing a high rate of correctable soft errors (or is failing a periodic floating point computation test), it can be dynamically deconfigured and its workload automatically picked up by the remaining processor(s) if one is available. If a spare CUoD processor is available (or if 1.00 processor units of unused capacity in a shared processor pool is available), the deconfigured processor can be dynamically replaced by the spare processor (or unused shared pool capacity) to maintain the same level of processor performance. For eServer i5 servers with redundant service processors, a static failover (IPL) is required to activate the spare service processor. Note, if a configured processor experiences what the system considers a hard failure, the entire server will still come down. Further into the future, the POWER6 microprocessors, now in design, will be able to keep running through many hard processor failures. Reliability and availability characteristics associated only with zSeries class machines are being incorporated into eServer i5. Remember that IBM plans and directions are subject to change without notice.
IBM eServer
zSeries
Reliable, mission-critical data transaction servers with sophisticated workload management technology, dynamic logical partitioning and a wide array of self-managing, selfoptimizing and self-healing tools
iSeries
+ POWER5 technology = eServer i5 Flexible, integrated data transaction servers
pSeries + POWER5 technology = eServer p5

Powerful, technologically advanced UNIX servers
xSeries
Scalable Intel processor-based servers with mainframe-inspired reliability technologies
Notes: IBM eServer

This slide highlights the primary characteristics of each of the IBM eServer systems.
POWER5 Common Technology: two customer sets

IBM eServer i5
Feature integrated solutions including IBM middleware with increasing flexibility in operating system choice Feature innovative and affordable POWER systems to serve the multiple workloads of the UNIX and Linux marketplace
iSeries integration
Simplicity in an on demand world
IBM eServer p5
pSeries performance
Make no compromises. Accept no limitations.
Notes: POWER5 Common Platform: two customer sets

This slide highlights the commonality of POWER5 hardware resources that will be shared by iSeries and pSeries servers while emphasizing P for performance and I for integration and the different kinds of operating environments and customer sets that typically choose these two different hardware configurations and associated software. The iSeries server brings a lot of integrated software or middleware together to enable simple and sophisticated applications to get up and running as quickly as possible. Middleware examples include i5/OS (the next generation (V5R3) of OS/400), its integrated DB2 UDB for iSeries, WebSphere and Domino software along with, for example, products such as Backup, Recovery, and Media Services. This pSeries server, with its UNIX-based heritage emphasizes a completely customizable set of software and I/O hardware that could contain both IBM and non-IBM components. These two customer sets could be looked at from the viewpoint of an airplane that can be customized for passenger traffic or cargo traffic. The passenger version has an integrated set of seats and lavatories and galleys. The cargo version starts out with no seating but is easily customizable for transporting specific kinds of cargo, each of which may require a different internal configuration, based upon the type of cargo being carried. The POWER Hypervisor (sometimes referred to as pHyp) allows for multiple operating systems to run on the new hardware. Customized eServer i5 or eServer p5 firmware enables i5/OS, Linux and AIX 5L to be supported. New releases of Power-based Linux and AIX 5L are required and discussed later in this presentation. These releases are identified later in this presentation and were announced in July 2004 to be available during the August and September 2004 time period. Note that with any of the POWER5-enabled operating systems, there is no requirement to re-program or re-compile applications already running on previous technology iSeries and pSeries systems.
Notes: POWER5 Common Platform: two customer sets - 2

Note, on July 13, 2004, the eServer p5 (POWER5 technology) model 570 announcement letter 104-257 gave a statement of direction regarding i5/OS running on the 570: Statement of general direction IBM plans to extend the capabilities of the IBM eServer p5 product line by introducing support for the i5/OS operating system. This support is planned for selected eServer p5 570 and future high-end eServer p5 models. i5/OS support will provide additional flexibility for large-scale server consolidation where AIX 5L and/or Linux is the primary operating system. i5/OS support will be limited to one processor on selected p5 570 models and up to two on selected high-end models. This capability is planned to be available in the first half 2005. All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. References to list prices refer to IBM list prices only. Reseller prices may vary.
New Economic Model
= =
Common prices for common hardware
Processors I/O devices
iSeries: Integrating the value of i5/OS IBM middleware with Editions

Base, per processor pricing on Standard and Enterprise editions and Enterprise Enablement features
Realigning Price With Value
Notes: New Economic Model

The commonizing of the POWER5-based processor structure and much of the I/O support among the eServer i5 and eServer p5 models leads to an new pricing model where the same hardware will be priced similarly on both system lines. This slide depicts the value add of the iSeries-based i5/OS with its imbedded DB2 UDB for iSeries and integration with key middleware products. During July 2004, the eServer i5 introduced a new pricing structure for its Standard and Enterprise Editions which reduced the number of i5/OS licenses required for a maximum number of available processors and more granular on demand pricing of 5250 OLTP support now termed the Enterprise Enablement features. These options are introduced later in this presentation. Before going into eServer i5 announcement details, we discuss a cross-IBM set of system management capabilities that will be appearing on i5/OS and other operating systems, starting in 3rd quarter 2004 characterized by the term IBM Virtualization Engine.
IBM Virtualization Engine*
IBM Director Multiplatform IBM Enterprise Workload Manager IBM Tivoli Provisioning Manager IBM Grid Toolbox V3 for Multiplatforms Base Infrastructure Virtualization Engine Console
IBM Virtualization Engine
Extending IBMs virtualization leadership

* See Announcement letter 204-191(August 17,2004) IBM Virtualization Engine Suite for Server V1.1
Notes: IBM Virtualization Engine and eServer i5 systems

IBM Virtualization Engine is a suite of integrated platform services and technologies that can help your business improve the effectiveness of IT as it treats resources as a single pool, accessing and managing resources across the organization more efficiently, by effect and need rather than physical location. Virtualization is a key component of the on demand Operating Environment which can help you align your IT environment with the needs of your business. IBM Virtualization Engine will include two components: Virtualization Engine system services Virtualization Engine system technologies IBM Virtualization Engine system technologies include Hypervisor support, Dynamic LPAR, Virtual I/O and Virtual LAN: Hypervisor support to allow multiple operating systems to be supported in one server and enables multithreaded CPUs and sub-processor partitioning. Dynamic Logical Partitioning (DLPAR) to allow the system resources to be grouped into logically separate systems within the same physical footprint. With new capabilities, processors can be shared between partitions based on business needs Virtual I/O, where I/O resources such as disk, tape, and CD-ROM can be shared between OS, other partitions and hardware. Virtual LANs, including virtual Ethernet, where partitions can communicate together within a high-speed virtualized network, yet have outside access via routing through one set of physical I/O devices. IBM Virtualization Engine system technologies include IBM Director Multiplatform, Enterprise Workload Manager, system provisioning services and IBM Grid Toolbox V3 for Multiplatforms. IBM Director Multiplatform which is designed to provide a consistent systems management infrastructure so that heterogeneous systems and their resources may be managed in a homogeneous way. It leverages proven capabilities from IBM Director. Coupled with the Virtualization Engine console which provides a common Web-based console for monitoring/managing the overall health of your on demand operating environment, you have a set of powerful system management capabilities.
Notes: IBM Virtualization Engine and eServer i5 systems - 2

Virtualization Engine Services products run on IBM and Windows and Solaris operating systems. The following are excerpts from announcement letter 204-191 (August 17, 2004). The Virtualization Engine Services Multiplatform (5724-i72) is available and offered in two options, depending upon the choice of IBM Enterprise Workload Manager-managed servers and agents. These IBM Enterprise Workload Manager-managed servers and agents come in two separate packages: For IBM operating systems: Virtualization Engine systems services for managing AIX 5L and i5/OS, which includes: Enterprise Workload Manager domain manager Enterprise Workload Manager managed servers and agents for AIX 5L and i5/OS Director Multiplatform management server and agents IBM Tivoli Provisioning Manager Grid Toolbox V3 for Multiplatforms Virtualization Engine installer, Virtualization Engine console, and common runtime infrastructure For Windows and Solaris operating systems: Virtualization Engine systems services for managing Microsoft Windows and Sun Solaris, which includes Enterprise Workload Manager domain manager Enterprise Workload Manager managed servers and agents for Microsoft Windows and Sun Solaris 8 and 9 (SPARC Platform Edition) Director Multiplatform management server and agents Tivoli Provisioning Manager Grid Toolbox V3 for Multiplatforms Virtualization Engine installer, Virtualization Engine console, and common runtime infrastructure In this presentation we later provide some preview level documentation on iSeries-based Director Multiplatform management server and agents and Enterprise Workload Manager managed servers and agents for AIX 5L and i5/OS. For more complete information start at the Virtualization Web sit at: http://www.ibm.com/servers/eserver/about/virutalization
Introducing the IBM eServer i5 systems and i5/OS V5R3 (OS/400 V5R3)
IBM eServer i5 Announcements

May 4, 2004 (GA June 11)
Delivering the industrys first POWER5 based servers Exploiting a common eServer platform with eServer p5 Completing the vision of an on demand operating environment Extending the value of open integration with i5/OS and WebSphere
July 13, 2004 (GA August 31)

AIX 5L 5.3 and Linux CoD Enhancements POWER5 scalability with 16-way 570 Flexible on demand pricing
August 17, 2004 (GA September 10)

1/4-way eServer i5 550 IBM Virtualization Engine Suite for Servers (Virtualization Engine Services Multiplatform)
Flexible, on demand pricing for IBM eServer i5 servers
Introducing Flexible On Demand Pricing

IBM eServer i5 is the industrys most flexible server, running multiple operating systems including i5/OS, AIX 5L, Linux and Windows System Server Flexible demand pricing introduced July 2004, establishes a new economic model for running mixed workloads in an on demand operating environment Introduces new value and flexibility for clients running i5/OS with mixed application workloads Clients can choose the applications they need for their business Clients can buy what they need and pay as they grow
Notes: Introducing Flexible On Demand Pricing

This slide highlights the significant enhancements we have made during July 2004 by introducing a new, flexible on demand pricing strategy designed to match the on demand operating environment. The new support for AIX 5L and the growing sales of Linux on eServer i5 has opened many new opportunities for consolidation as clients adopt our vision of an on demand operating environment. To address this new business opportunity we are introducing a major change to our pricing model for the 570 and 520 products. With the July 2004 announcements we deliver flexible, on demand price options that provide both outstanding value for customers deploying new workloads on i5/OS, and provide increased flexibility for those customers who want to mix and match operating systems. Now, for example, a client can buy a 16-way 570 with only four processors licensed for i5/OS, leaving 75% available for any operating system of their choice. In one example, you can buy a 16-way eServer i5 570 with 4 processors licensed for i5/OS Enterprise Edition, 2 processors licensed for i5/OS Standard, 2 licensed for Linux, 4 licensed for AIX and 3 for Capacity on Demand. With this new pricing model, we provide clients with much greater flexibility to buy the amount and type of processing power they need. This is a breakthrough in flexible on demand pricing and a valuable extension to our new economic model allowing clients to pay as they grow. This flexible pricing model responds to many consolidation requests of large enterprise clients, allowing them to choose the right technology and operating systems as their business and application needs evolve.
Increase Flexibility for Multiple Workloads

Mix and match i5/OS, AIX 5L and Linux workloads
Fewer i5/OS licenses are required on high end 570 and 520, 550 servers
Example: You can purchase a 13/16-way server with only 4 i5/OS licenses
Number of hardware activations may not equal i5/OS licenses
Enterprise now enabled by processor

Enterprise Edition, High Availability, Solution, Capacity BackUp edition now includes Enterprise Enablement Features Enterprise Enablement Feature authorizes use of 5250 per processor Mix and match i5/OS application workloads Start with Enterprise, High Availability, 550 Solution edition base set of Enterprise Enablement Features(s) Add i5/OS licenses with or without 5250 OLTP Enterprise Enablement features to an Enterprise, High Availability, Solution edition server
Notes: Introducing Flexible On Demand Pricing

We have made a key change to the product structure whereby clients have the flexibility to enable the additional processors for non-i5/OS or non-5250 workloads on eServer i5 model 570 and 520 2-way configurations. For example, on the 570 13 to 16-way configuration, you may have i5/OS licenses for only 4 processors with remaining processors managing Linux or AIX 5L workloads, or optionally add additional i5/OS licenses. Also new is the concept of an Enterprise Enablement feature that provides authorization for 5250 per processor. Now, each Enterprise Edition, Solution Edition, Capacity BackUp Edition, and High Availability Edition includes one or more Enterprise Enablement features, replacing the Maximum 5250 CPW that was introduced in 2003. So, for example, a 570 13/16 way Enterprise Edition includes four i5/OS licenses and four Enterprise Enablement features, authorizing use of 12,000 CPW of 5250. This essentially gives clients the flexibility, particularly at the high end, to deploy Enterprise Edition on part of the server and add standard edition i5/OS (without 5250), or AIX 5L or Linux workloads on other processors. These flexibility slides introduce these new packaging and pricing capabilities. We get back to this subject later in this presentation after first discussing the themes and highlights of the 2004 announcements, listing ISVs with applications already running on i5/OS V5R3, listing the iSeries and eServer Information Center sites for additional information.
IBM eServer i5 and i5/OS V5R3 - Highlights

IBM eServer i5 IBM i5/OS V5R3 The next generation of iSeries servers First POWER5 processor-based servers in industry The next generation of OS/400 Builds on and extends the capabilities of OS/400 V5R2 Flexible on demand i5/OS edition and 5250 OLTP pricing Run i5/OS, Linux, AIX 5L and Windows Server System in a single server Share resources, maximize utilization with IBM Virtualization Engine Manage infrastructure with IBM Director Multiplatform Exploit i5/OS integration with IBM software Personalize application access with WebSphere Portal Foster interaction and collaboration with Lotus Workplace Extend Capacity on Demand leadership with Memory & Reserve CoD Strive for continuous operations with fault tolerant technologies Deliver robust, open database solutions with IBM DB2 UDB
Simplify Your Infrastructure Integrate to Innovate Deliver Without Disruption
Notes: IBM eServer i5 and i5/OS V5R3 - Highlights

New Servers and Operating System: The next generation of iSeries processors is based on the IBM POWER5 technology shared between iSeries and pSeries systems. With the introduction of the Power5 technology on the iSeries, OS/400 V5R3 is being introduced as IBM i5/OS V5R3 to underscore its requirement for running iSeries Power5 models introduced in the May 2004 and later announcements on eServer i5 systems. The systems: Feature industrys first POWER5 processor-based servers for an on demand environment, capable of running multiple operating systems simultaneously and dynamically adjust to the changing requirements of e-business on demand. Two new eServer i5 model 520 and 570 models, capable of delivering up to 10 times performance growth and up to 40% price performance improvements. Three new configurations for 520 Express Edition featuring rich hardware and software configurations at attractive prices, exclusively available through IBM Business Partners. It is important to note that when we use the term i5/OS V5R3 or OS/400 V5R3 we are referring to the OS/400-based V5R3 level of functions and support, which builds upon OS/400 V5R2 and earlier OS/400 releases. The V5R3 level runs on pre-Power5 processor models (such as 7xx, 270, and 8xx models) as well as the new Power5-based processor models. In this and other May 2004 Announcements presentations we will use the term OS/400 V5R3 only when emphasizing the V5R3 release runs on the processor technologies prior to introduction of POWER5. Remember that i5/OS V5R3 and OS/400 V5R3 are exactly the same operating system software except that when running on POWER5 models the operating system is written to take advantage of POWER5 technology. Note, at the time this presentation was published all V5R3 system screens show OS/400, not i5/OS.
Notes: IBM eServer i5 and i5/OS V5R3 Highlights - 2

Simplify Your IT Infrastructure In many of todays computer environments there is an ever increasing mixture of hardware products, operating systems and applications within or across enterprises or even on the same iSeries server. Within an iSeries only environment, prior to V5R3, a single iSeries can run one or more copies of OS/400 or Power Linux in an LPAR partition. We can additionally run a Windows operating system (Windows 2000, Windows Server 2000 server or Windows Server 2003) on an Integrated xSeries Server (IXS) or on an Integrated xSeries Adapter (IXA). With V5R3, on the same iSeries Power5 server we also introduce the capability to run an AIX release in an LPAR partition. We also product preview a version of Linux that can run on an IXS or an IXA. With this iSeries LPAR and IXS/IXA multiple operating system environment the need for sharing resources, and maximizing processor utilization is required - and provided, with enhancements to existing iSeries management tools such as iSeries Navigator. In a mixed operating system environment there are several products available from IBM Tivoli and other vendors. During the 2004 year IBM is integrating or introducing new system management tools and capabilities for managing multiple resources on multiple operating systems (platforms). Virtualization is a concept that enables rules and structure to apply to disparate physical entities and platform specific technologies and services. Based upon this virtualization theme, the upgrading and integration of existing and new system management capabilities is collectively being referred to as IBM Virtualization Engine for Multiplatforms. This is designed to allow you to take a significant step forward in meeting an on demand business environment by offering management services and technologies to facilitate virtualization of your IT infrastructure. It provides the fabric to bind individual systems into one integrated infrastructure. One of the key products that will be available on multiple platforms under the Virtualization Engine is the IBM Director for Multiplatforms. We say more about the IBM Virtualization Engine for Multiplatforms and IBM Director for Multiplatforms in a subsequent slide.

Integrate to Innovate An important way to bring added new value to your business is through innovation, based upon a solid foundation. In our framework, this means integrating your applications, your various databases, and your multiple servers that use different operating systems. We build on iSeries existing demonstration of integration based around OS/400 on previous releases. A key aspect of i5/OS (OS/400 V5R3) is the fact that IBM integrates, pre-loads and pre-tests the very best middleware IBM has to offer. i5/OS fully integrates all the base operating system software a business needs, starting with security and workload management tools, plus vital middleware like the industry standards-based IBM DB2 UDB database and WebSphere products, single sign on capabilities Lotus products, and more by adding the new V5R3 release and latest releases of WebSphere Application Server, WebSphere Portal Server Express, WebSphere Development Studio, Lotus Workplace, and more. Building on V5R2 and earlier releases of OS/400 and DB2 UDB, independent software vendors have created thousands of applications worldwide, tuned to the demands of a myriad of small and mid-sized business requirements.

Deliver Without Disruption iSeries Capacity Upgrade on Demand has been well-received and capabilities continue with V5R3. In addition, with Power5 models, CoD adds a new on demand option referred to as Reserve CoD. This Reserve CoD option is intended for spikes in needed capacity (that is, intermittent peak loads). But unlike On/Off CoD, a Prepaid Feature is purchased upfront that sets a value on the server representing the number of Processor Days that can be used as Reserve CoD capacity. By paying for the reserve capacity ahead of time, no contracts and no reporting to IBM is required. Reserve CoD allows you to place a quantity of reserve processors into the server's Shared Processor Pool. When the server recognizes that non-reserve processors used in an uncapped partition has been at 100% utilized over a meaningful time period, a Processor Day (good for a 24 period) will be subtracted from the available total. Break-even pricing for an early version of this type of offering on pSeries was established at 90 Processor Days. In other words, you could permanently activate a processor for the same price it would cost you to use 90 Processor days of Reserve CoD capacity. In addition to previous POWER4 and earlier technology fault tolerant capabilities, the POWER5 processors bring an expanded set of capabilities in this area. For example, a POWER5 processor that is starting to fail ceases processing and turns itself off (referred to as "garded out"). If there is a hot standby processor available, it will take over as a replacement. An IPL will not be required, and the work on the garded out processor is not lost but rather routed to another processor. If a hot standby is not available, the partition will continue to run with one less processor. On this slide we also highlight the ever expanding iSeries and industry standard set of functions within IBM DB2 UDB for iSeries. We provide more information on database enhancements later in this presentation.
eServer i5: The Value of Integrated Middleware

IBM middleware integration delivers low operational costs with robust stability and high security Exceptional application investment protection with binary compatibility since 1970s, 64-bit since 1995 WebSphere - Express for iSeries now integrated and shipped with i5/OS
IBM eServer i5 systems On Demand Operating Environment
*Statement of Direction: IBM plans to support AIX in a logical partition in the future. This presentation contains information about IBMs plans and directions. plans plans and directions are subject This presentation contains information about IBMs plans and directions. Such Such are subject to change without notice. to change without notice.
Notes: IBM eServer i5 On Demand Operating Environment

This slide is an enhanced view (compared to V5R2) of iSeries multiple operating system support adding AIX 5L to i5/OS and Power Linux running in partitions. You see the horizontal lines representing Virtual I/O and the Virtual Internet within the single system. For V5R3 you see Virtual I/O and Virtual Ethernet are extended to the AIX 5L partition. AIX 5L 5.2 can run in a eServer i5 partition but requires dedicated I/O devices. AIX 5L 5.3 can run in a eServer i5 partition and support virtual I/O and virtual Ethernet. POWER5 Linux releases that can run in an eServer i5 partition are: SUSE LINUX Enterprise Server 9 Red Hat Enterprise Linux 3 You also see the new POWER5-based POWER Hypervisor which is used to support LPAR configuration, capacity on demand activation and a set of service functions discussed later in this presentation. On the right side of this graphic you see Windows and Linux are supported on an iSeries Integrated xSeries server or on a supported xSeries server attached via an Integrated xSeries Adapter. Red Hat Enterprise Linux ES 3 This version has been tested by IBM. Red Hat Enterprise Linux AS 3 This version has been tested by IBM. SUSE LINUX Enterprise Server 8 BM is currently testing this version. This version will only run on integrated xSeries servers attached through IXA. Remember for products not formally announced, IBM plans are subject to change without notice. This applies here to the POWER5 release of Linux that can run on an Integrated xSeries server.
i5/OS The next generation of OS/400

i5/OS V5R3 is an integrated operating system that builds on and extends the capabilities of OS/400 V5R2 i5/OS V5R3 runs on IBM ^ i5 servers, IBM ^ iSeries servers and IBM AS/400 models 720, 730, 740, 170, 250 and 270 Upgrades to i5/OS V5R3 are available from OS/400 V5R2 and V5R1
http://www.ibm.com/servers/eserver/iseries/support/planning/nav.html http://www.ibm.com/servers/eserver/iseries/support/planning/suptschedule.html
Notes: i5/OS The next generation of OS/400

This slide shows that OS/400 V5R3 is being rebranded as i5/OS V5R3. They are one and the same with the appropriate software able to make adjustments between operating on POWER5 technology and pre POWER5 technology processors. Highlights include: Integration of WebSphere Express for iSeries with every V5R3 OS/400 order Automated backup for i5/OS hosted Windows, Linux, AIX 5L and Domino servers Concurrent I/O tower and IXA add/remove (Available August 31, 2004) Cross Site Mirroring (XSM) and DB2 UDB performance optimization Output architecture compatibility enhancements Rapid checkpoint save while active Enabling real-time file system virus protection scanning tools
i5/OS - OS/400 Release Support Schedules
Notes: i5/OS - OS/400 Release Support Schedules

This slide is from the website showing life cycle of support for various OS/400 and i5/OS releases. Important Note IBM plans for OS/400 V5R3 to be the final release to support the attachment of SPD towers or SPD Migration towers. Customers must complete the migration or conversion of I/O attached to their iSeries Model 820, 830 or 840 via SPD towers or Migration towers before upgrading beyond V5R3. Any SPD I/O cards in these towers or older I/O devices which can only be attached to SPD cards must be replaced by newer I/O. SPD-attached PCI I/O towers #5065 or #5066 must be converted to the HSL-attached #5074 or #5079 PCI Expansion Towers or replaced with newer generation PCI-X towers such as #5094 or #5294. The PCI-X towers offer a higher speed HSL connection and the ability to support 15k rpm disk drives. For additional information see the hardware section of Future Releases on: http://www.ibm.com/servers/eserver/iseries/support/planning/nav.html IBM plans for V5R3 to be the last release to support the English Upper-case language features (#2950 and #5550) for i5/OS (5722-SS1). Additional information may be found on the iSeries Planning Information web site listed above. This site contains information such as Product Previews, Statements of Direction, and products no longer supported on a release, with migration plans, as available.
Information Centers
The eServer Hardware Info Center contains information on the POWER5 models...everything from planning for the hardware, installing the hardware (and the consoles), setting up partitioning and CoD, to servicing the hardware
http://publib.boulder.ibm.com/infocenter/eserver/v1r2s/en_US/index.htm http://www.ibm.com/eserver/iseries/infocenter. Select eServer Information Center in the left navigation bar.
iSeries Info Center: pre POWER5 systems and OS/400 V5R3 (i5/OS)
http://publib.boulder.ibm.com/infocenter/iseries/v5r3/ic2924/index.htm
Notes: Information Centers

The Technical Overview presentation set contains much detail about the IBM eServer i5 models introduced during 2004 and includes software update of V5R3-based i5/OS and iSeries licensed programs. There are presentations on: LPAR and HMC Capacity on Demand For the latest and most complete coverage of both the IBM eServer i5 and the IBM eServer p5 models and partitioning (LPAR), and capacity on demand on these POWER5 systems, you should refer to the new in 2004 eServer Information Center information. For more detailed information on i5/OS and the pre-POWER5 iSeries systems, refer to the specific iSeries Information Center.
A Winning Combination for Customers ISV Applications, eServer i5 and i5/OS
See the website for hundreds more: http://www.ibm.com/eserver/iseries/solutions/v5r3ready
Notes: ISV Applications, eServer i5 and i5/OS

Before starting with specific details on the May and July 2004 eServer i5 and i5/OS-based capabilities, it is a good time to take notice of where you can find out about ISV applications already running on i5/OS. See the URL shown on the slide for the latest available information.
IBM eServer i5 systems
Current iSeries and eServer i5 servers

iSeries servers
i890
eServer i5 servers
Up to 16-way
570
Medium to Large
i870
Enterprises
i825
Up to 4-way
550
Small to Medium Enterprises
i810
Up to 2-way
iSeries 800
520
August 2004
Notes: New POWER5 Processor-based Servers

Using the CPW (Commercial Processing Workload) as a base, this slide shows the 8xx (January 2003) models that correspond to the 520 and 570 models, announced May and July 2004 and the eServer i5 model 550 announced in August 2004.
IBM eServer i5 520, 550, 570 CPW ratings at a glance

570 13/16-way 570 9/12-way 570 5/8-way 570 2/4-way 570 1/4-way 550 Domino Edition 550 1/4-way 520 2-way 520 1-way 520 1-way 520 1-way 520 Value Edition 520 Value Edition
0
25500- 33400 15200 - 23500 6350 - 12000 3300 - 6000
3630044700
Highly scalable growth options Over 13x with model 570 6350 - 12000 Flexible editions, integrated middleware
3300 - 12000 6000 3300 2400 1000 1000/60

500/30
5000 10000
CPW
15000 20000 25000
Activated CoD
30000 35000 40000 45000
Note: Processor Commercial Processor Workload (CPW) values are used. CPW is a relative measure of performance of iSeries processors. Performance in customer environments may vary. The value is measured on maximum configurations.
Notes: IBM eServer i5 520, 570 CPW Summary

This slide shows the complete and simplified IBM eServer i5 product line. The chart compares the relative performance of the iSeries servers measured in units of Commercial Processing Workload (CPW). You can see the CPW performance rating range for the models announced May through August 2004. They overlay the 800 and go beyond the CPW rating of the 890 all without physical size, weight, and 3-phase electrical power requirements of the 870 and 890. As you can see with the yellow coloring, some models have the Capacity on Demand capability you are familiar with, but as slides later in this presentation there are more CoD choices available with the eServer i5 systems. The V5R3 August 2004 Performance Capabilities Reference manual is used as the source for the CPW values shown on this and other slides in this presentation. For an extensive treatment of all iSeries and eServer i5 models and features related to performance, see the iSeries Performance Capabilities Reference manual, at: http://www.ibm.com/eserver/iseries/perfmgmt Select Resource Library See also the Performance Update presentation of the Technical Overview presentation set for V5R3 topics. Note on 550 model: Though labeled as a 1-4 way system, the 550 model comes from IBM with 2 processors permanently activated for all supported edition packages Standard, Enterprise, Solution, and Domino. The Standard, Enterprise and Solution editions come with only one i5/OS license. However, the Domino Edition comes with two i5/OS licenses. This is why we show the grey and yellow striped processor for the eServer i5 550 Domino Edition in this slide. We discuss the Editions topic, including the Domino Edition later in this presentation.
Comparing CPW ratings: 800, 810, 520 models

7000
6000
5000
-POWER5 2 Generation jump -Expanded I/O capability -Rack optimized -Stronger non-i5/OS capacity -AIX capable
Standard or Enterprise
4000
3000
Standard or Enterprise
2000
Advanced
Value
1000
Value
0
iSeries 800 iSeries 800 i810 i810 i810 i810 520 -V1 520 -V2 520 -1 520 -2 520-3 520 2Way
Notes: Comparing 800, 820, 520 models

This slide is another view that contrasts the CPW values of the 800, 820, and 520 models, with the 520 highlights listed in the boxed area. In the specific 520, 550, and 570 model sections of this presentation there are several tables comparing eServer i5 and existing 8xx models performance ratings.
IBM eServer i5 model 570 CPW with 825, 870, 890 models
3300 CPW
570 13/16-way 570 9/12-way 570 5/8-way 570 2/4-way 570 1/2-way
6350-12000 3300-6000 15200-23500 25500-36300
44700 CPW replaces 3 POWER4 models

36300-44700
0 5000
7700-11500 3600-6600 11500-20000
29300- 37400 20000-29300
CPW
20000 25000 30000 35000 40000 45000
10000
15000
Notes: Comparing 825, 870, 890 announced 570 models

This slide is another view that contrasts the CPW values of the 825, 870, and 890 with the announced 570 models. The 570 model CPW rating starts out just below the lowest 825 CPW-rating up through and beyond the CPW rating of the 890 all without physical size, weight, and 3-phase electrical power requirements of the 870 and 890.
Flexible On Demand Pricing

IBM eServer i5 Standard, Enterprise Edition, Enterprise Enablement feature, Solution Edition, Domino Edition, High Availability Edition, Capacity BackUp Edition
Increased Flexibility for Multiple Workloads

Mix and match i5/OS, AIX 5L and Linux workloads
Fewer i5/OS licenses are required on high end 570 and 520, 550 servers
Example: You can purchase a 13/16-way server with only 4 i5/OS licenses
Number of hardware activations may not equal i5/OS licenses
Enterprise now enabled by processor

Enterprise Edition, High Availability, Solution, Capacity BackUp edition now includes Enterprise Enablement Features Enterprise Enablement Feature authorizes use of 5250 per processor Mix and match i5/OS application workloads Start with Enterprise, High Availability, 550 Solution edition base set of Enterprise Enablement Features(s) Add i5/OS licenses with or without 5250 OLTP Enterprise Enablement features to an Enterprise, High Availability, Solution edition server
New Features and Changed Structure Effective August 31, 2004
Existing 1/2-way and 2/4-way features remain available until September 30, 2004 Equivalent pricing on original/restructured 1/2-way and 2/4-way features IF using i5/OS on CoD processor activations
Notes: Increased Flexibility for Multiple Workloads

This slide is very similar to one we showed earlier titled New Concepts. This chart is the essence of the on demand pricing. The eServer i5 520 Value and Express editions are not part of this topic. The basic Operating system ordering options for either Standard and Enterprise Editions, starting in July 2004, have unique mix and match possibilities for subsequent operating system ordering options. You first decide to order either the Standard Edition (no 5250 OLTP, no included licensed programs) or an Enterprise Edition (full 5250 with included licensed programs). Standard Edition characteristics 1. Base set of i5/OS licenses per permanently activated processor. The number of hardware activations may not equal i5/OS licenses. 2. No 5250 OLTP (still has single 5250 job exception) 3. On a per permanent processor activation basis, you can order 1 or more additional licenses to i5/OS, AIX 5L, or Linux. This is business as usual, except for the new lower minimum number of i5/OS licenses included. No additional 5250 OLTP capacity may be ordered. Enterprise Edition characteristics 1. Bundled licensed programs included 2. Base set of i5/OS licenses per permanently activated processor. The number of hardware activations may not equal i5/OS licenses. 3. Full 5250 OLTP enabled up to the CPW capacity of the base 5250 Enterprise Enablement processors as described on the following charts. 4. Additional 5250 OLTP Enterprise Enablement features can be ordered, per processor activation up to the maximum number of processors on the system. 5. Additional i5/OS (standard edition) licenses, AIX 5L licenses, or POWER5 Linux licenses can be ordered up to the number of permanently available processors in any combination. Note: The Enterprise Enablement feature (enables 5250 OLTP workloads) is also available with the High Availability editions.
Notes: Increased Flexibility for Multiple Workloads - 2

eServer i5 550 Solution Edition characteristics 1. New in August 2004 announcement intended for joint marketing with qualified Independent Software Vendors (ISVs) 2. Priced between Standard and Enterprise Edition 3. Comes with 2 of 4 processors permanently activated, 1 i5/OS license with 1 Enterprise Enablement feature at no charge eServer i5 Domino Edition characteristics 1. New in August 2004, intended for primary use as Domino server 2. Priced between Standard and Enterprise Edition 3. Standard Edition with 2 or 4 processors activated and two i5/OS licenses 4. Requires proof of specified Lotus product usage eServer Capacity BackUp Edition characteristics 1. Two to sixteen processors eServer i5 570 2. Only 2 processors are ever permanently activated. In disaster, other processors can be used at no charge. 3. No eligibility requirements 4. Includes 2 Enterprise Enablement features (additional 5250 OLTP CPW capability included as part of On/Off CoD)
IBM eServer i5 i5/OS Licenses

570 13/16-way 570 9/12-way 570 5/8-way 570 2/4-way 570 1/2-way 550 Domino Editon 550 1/4-way 520 2-way 520 520 520 520 Value/Express 520 Value/Express
0 2 4 6
Server comes with 1 to 4 i5/OS licenses Then mix and match OS of choice: i5/OS, AIX 5L and Linux
No License
i5/OS
10
12
14
16
Processors
* Domino Edition with two i5/OS licenses
Notes: IBM eServer i5 Standard Edition & i5/OS

This slide clearly shows the new base i5/OS per processor enablement for Standard Editions relative to the maximum number of processors available on each model. The blue coloring shows, for the 520 2 way, the 570 1-2 way and 570 2-4 way there is one i5/OS license required. For the 570 5-8 way, 9-12 way, and 13-16 way, you have a base of four i5/OS licenses. Recall that the Standard Edition (and the Domino Edition) for i/5 OS means a bare minimum of 5250 workload capacity. In this environment a single 5250 job may consume reasonable CPU utilization intended for important system management functions, but multiple active 5250 jobs can use a bare minimum of CPU utilization. Any remaining processors, when activated, can be used by a license for Linux, AIX, or another i5/OS. This offers an ideal configuration for those wishing to consolidate Linux and AIX configurations onto a system using one or more the i5/OS partitions for WebSphere, Domino, and ISV applications not using 5250-based applications, and/or virtual I/O for the other partitions, and multiple system (partitions) backup and recovery. Remember that all eServer i5/OS-based systems are always enabled for Windows operating system consolidation running on the IXS or IXA-attached PC workstations.
Enterprise Edition Enterprise Enablement
13/16-way
570
9/12-way 5/8-way 2/4-way 1/2-way
550 520
1/4-way
Enterprise Edition includes 1-4 i5/OS licenses and 1-4 Enterprise Enablement Features Clients can mix and match their OS of choice: i5/OS, AIX 5L and Linux
2-way 1-way
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Processor authorization of 5250 OLTP CPW which comes with Enterprise Edition Processor authorization of 5250 OLTP CPW purchased separately
Notes: IBM eServer i5 Enterprise Edition & i5/OS

This slide shows the amount of 5250 OLTP CPW which is available as part of the 520, 550, and 570 systems as part of the Enterprise Edition feature on these models. The darker red/grey boxes represent processor capacity under the Base Enterprise Enablement feature, which are included in the Enterprise Edition. The yellow boxes are Enterprise Enablement features which can be optionally purchased on a system that was originally ordered as an Enterprise Edition. When adding an Enterprise Enablement Feature per processor to the system, you first need to have an i5/OS license for the corresponding activated processor capacity. Then, if you want that corresponding one processor capacity to be able to run 5250 OLTP applications, you additionally order an Enterprise Enablement feature. If you find you need additional 5250 OLTP capacity beyond a single processor capacity, instead of ordering an Enterprise Enablement feature per each additional processor there is a Full Enterprise Enablement feature for each model, which is a better priced option than using multiple single Enterprise Enablement features. One of these features would cover 5250 enablement for all the yellow boxes (processors being activated). You would still need an i5/OS license for each of the yellow boxes for each additional processor capacity that would want to be used with 5250 OLTP applications. All of these separate pricing of an operating system license and, for an i5/OS license, an Enterprise Enablement feature enables you to add on as many i5/OS, AIX 5L 5.2/5.3, or POWER Linux operating systems according to the processor capacity you feel you need. The i5/OS licenses could be added without a corresponding Enterprise Enablement feature, and as such you are adding a processor capacity of a Standard Edition i5/OS.
Notes: IBM eServer i5 Enterprise Edition & i5/OS - 2

You add an operating system license for a single processor capacity, but that capacity, especially in LPAR configurations, is spread across the number of processors in use by the system/partition. Here is an example. Assume you are using a 9/12-way server; the 4-processor authorization that comes with the Enterprise Edition (12,000 CPW) worth of 5250 OLTP (Base Enterprise Enablement). This is spread across any physical processor doing 5250 OLTP workload. But if you need more than 12,000 CPW worth of 5250 OLTP, then at least one Enterprise Enablement feature is needed (and a corresponding i5/OS license, if not already on the system). Note that there is no change to the amount of 5250 OLTP CPW provided by the 1/2-way or 2/4-way 570 announced in May. We explain more about Standard Edition, Enterprise Edition and other editions supported by i5/OS later in this presentation. However, the next slide gives you an idea on how you could mix and match these different operating systems on an eServer i5 570 originally ordered with the Enterprise Edition. Obviously you could mix and match i5/OS licenses with other operating systems supported by an eServer i5 system without ever ordering the Enterprise Edition. .
570 Enterprise Edition Example 1

Scalable, Flexible On Demand Operating Environment
No License Linux AIX 5L i5/OS i5/OS & Enterprise Enabled

0 2 4 6 8 10 12 14 16
Processors
Flexible on demand pricing options Mix and match supported operating systems Mix workloads in an on demand operating environment
Notes: 570 Enterprise Edition Example 1

This slide shows examples of various Enterprise Edition examples with combinations of a base i5/OS with Enterprise Enablement, an additional Enterprise Enablement feature, i5/OS Standard Edition licenses, Linux licenses, and AIX licenses. It shows the blue-green processor blocks representing base i5/OS per processor enablement for Enterprise Editions with the full access to the processors capabilities by 5250 applications. The solid blue represents processors with additional cost i5/OS Standard Edition (no 5250 OLTP enablement) licenses. The solid red represents processors licensed for AIX 5L 5.2 or 5.3, and solid yellow representing processors licensed for POWER5 Linux Distributor Releases: SUSE LINUX Enterprise Server 9 and Red Hat Enterprise Linux 3.
520 Enterprise Edition Example 2

Flexible Growth for SMB Clients
520 2-way
Linux
520 520 520

1
AIX 5L i5/OS i5/OS & Enterprise Enabled
Processors
Flexible on demand pricing options Mix workloads in an on demand operating environment Run operating system of choice on second processor Micro partitioning used
Notes: 520 Enterprise Edition Examples

Here you see various operating system processor options on a system with only 2 processors. You are using the partial processor assignment to a partition with some processor capacity for 5250 OLTP with the Enterprise Enablement features. This is ideal for small and medium sized business (SMB) environments. As shown on the previous slide the term micro-partitioning is shown.
570 Standard Edition Example

Infrastructure Simplification
570 2/4-way
570 1/2-way
Linux
AIX 5L
0 0.5 1 1.5 2 2.5 3 3.5 4
Processors
i5/OS
Flexible on demand pricing options Mix workloads in an on demand operating environment Mix infrastructure and core business applications Micro partitioning used
Notes: 570 Standard Edition Example

Here you see various operating system processor options where you are using the partial processor assignment to a partition; that is a percentage, rather than a whole processor may be assigned to a partition. Starting in July 2004 this is termed micro-partitioning across both the eServer i5 and eServer p5 products.
IBM eServer i5 Hardware Details
IBM eServer i5 systems

IBM eServer i5 model 520
For small to medium sized businesses Outstanding integration & flexibility Rack or tower options Value, Express, Standard, or Enterprise Edition 1-way or 2-way POWER5 processors
520, 550

For small to medium sized businesses Rack or tower options Standard, Enterprise, Solution, or Domino Edition 1-way to 4-way POWER5 processors Value priced for mixed operating system partitions with 2x the 520 processing power
570

For medium to large enterprises Standard or Enterprise Edition Building block design features balanced growth Mainframe-class virtualization technologies Exceptional Capacity on Demand flexibility 1-way up to 16-way POWER5 processors
Hardware Management Console (HMC)

Single console for POWER5 servers
Pre-installed Linux-based workstation Ethernet, desktop or rack mount Supports local consoles, including 5250 console Web-based interface enables local or remote (System Management Remote Client) management for HMC control and status
Required on POWER5 servers to create/change partitions (LPAR) or to use Capacity on Demand

Replaces primary partition and improves system resiliency Can be used with 5250 twinax, Operations Console direct attach, Operations Console for the LAN Not required to operate the partition
Notes: Hardware Management Console (HMC)

This slide summarizes the key characteristics of the Hardware Management Console, which is required on POWER5 systems only if you are using logical partitions and Capacity on Demand settings. We discuss more on the HMC in the LPAR topic of this presentation.
eServer i5 Model 520, 550, 570 specifications summary

520 Value, Express
N-way Processor CPW range Processor MCU range Editions 1-way 500 - 1000 NA - 2300 Value, Express
520
1-way, 2-way 1000 - 6000 2300 - 7300 Standard, Enterprise, High Availability 1.5, 1.65GHz 32 GB No No 1 6 278 19 TB 18 / 8 P10 P30 Yes No
550
1/4-way 3300 12000 7300 26600 Standard, Enterprise, Solution, Domino 1.65 GHz 64 GB Yes No 2 12 548 38 TB 36 / 16 P20 Yes No
570
1/2-w, 2/4-w, 5/8-w, 9/12-w, 13/16-w (2/16-w CBU) 3300 - 44700 7300 - 102000 Standard, Enterprise, High Availability 1.65 GHz 512 GB Yes Yes 8 30 1374 96 TB 48 / 60 P30 P40 Yes No statement
POWER5 Processor Memory (Max) On demand processors On demand memory HSL-2 Loops (Maximum) I/O Towers/drawers (Max) Disk Drives (Maximum) Disk (Maximum) IXS / IXA (Maximum) Software Tier Upgrade Into Model
Upgrade out of Model
1.5 GHz 32 GB No No 1 6 278 19 TB 18 / 8 P05 P10 No No
Notes: eServer i5 Model 520, 550, 570 specifications summary

Before beginning with more detailed slides on the 5250, 550, and 570 hardware specifications, we first give this specifications summary table for all the eServer i5 models announced through August 2004. Although we have not discussed all of the attributes specified in the left column, this is a good table to review when your are initially considering purchasing a new or upgrading to a new eServer i5 system. Remember: Processor Commercial Processor Workload (CPW) values are used for indicating performance expectations for commercial workloads across AS400, iSeries, and eServer i5 systems. CPW is a relative measure of performance of iSeries processors. Performance in customer environments may vary. Mail and Calendaring number of Users (MCU) values are a relative measure of performance of iSeries servers doing Lotus Domino server mail, calendaring functions for indicating performance expectations for moderate mail, e-mail, and calendaring workloads across AS400, iSeries, and eServer i5 systems. See the Performance Capabilities Reference manual for details. Customer performance in customer environments may vary. The value is measured on maximum configurations.
IBM eServer i5 520
IBM eServer i5 model 520 Server Highlights

1/2-way 500 to 6000 CPW Max 32 GB main storage Max 19 TB disk Editions: Express, Value, Standard, Enterprise, High Availability (HA) Upgrade from 810, 820 and 830 Hardware Packaging: Stand alone Racked ( 4 EIA units) HSL-2 / RIO-G ports 2 GB / sec speed
Notes: eServer i5 model 520 Server Highlights

The IBM eServer i5 model 520 is the industry's first POWER5-based server. The model 520 is offered with one or two processors with performance ranging from 500 to 6000 CPW. The model 520 can run i5/OS Version 5 Release 3, POWER5 Linux distributions, and AIX 5L releases 5.2 and 5.3 applications simultaneously on a single server. And, of course we can also integrate IBM's Intel-based servers running Windows (and in a product preview discussed later in this presentation Intel-based Linux distributions) on an Integrated xSeries Server (IXS) or selected xSeries servers attached via an Integrated xSeries Adapter (IXA). Using uncapped partitions, the model 520 can dynamically distribute processing resources where you need them most, raise server utilization rates and help improve productivity. The eServer i5 model 520 has six different server features to choose from and comes with eight memory card slots for up to 32 GB of main storage. The server unit contains 8 DASD slots Each model 520 has two copper HSL-2 / RIO-G ports for attaching I/O expansion towers in a loop. The speed of the HSL-2 / RIO-G adapters in the model 520 is doubled compared to the previous generation HSL-2 adapters, now being at 2 GB per second. In addition to the standalone tower configuration option, the model 520 can be placed in a standard 19-inch rack and occupies 4 EIA units. The physical dimensions for the standalone version are: 201mm width, 584mm depth and 533mm high. The weight is 43kg. The IBM eServer i5 model 520 has also a number of built-in reliability features such as redundant and hot pluggable fans, optional redundant hot plug power supply and availability features such as hot plug PCI card and disk slots. In the July announcement, a High Availability (HA) Edition was introduced for Model 520. Express Edition configurations (discussed later) are updated to leverage the latest disk technology. Note, the eServer i5 520 systems do not have On Demand processor or memory capabilities.
520 Enclosure Details

8 disk slots
(4 optionally activated)
1 tape slot DVD drives (1 i5/OS) Ops Panel
Eight memory slots (plug in quads*) Six PCI-X slots Two 10/100/1000 Mb Ethernet LANs 1 Imbedded disk controller Base IOP (uses PCI-X slot) Base 2-line WAN (uses PCI-X slot) Two HMC ports Two HSL-2 ports (one loop)
Reliability features Hot-plug disk slots Hot-plug PCI-X slots Hot-plug, redundant fans Integrated service processor Optional hot-plug redundant power supply + power cord
* One exception for smallest 520 allow one pair

Notes: 520 Processor Enclosure Highlights

This photo shows model 520 front view within 19in. rack. Major properties and characteristics of the system unit can be found in the list below: 1 or 2way POWER5 processor 8 memory slots 2 HSL-2/RIO-G loop ports for a single HSL loop 1 SP (Service Process, sometimes referred to as RSP - Flexible Service Processor) card with 2 HMC ports and 2 SPCN ports. 6 Hot Plug PCI-X slots (Base IOP and Base 2 line WAN IOA uses two slots.) 8 disk slots or bays. 4 of the slots are enabled when the system is installed. The 2nd four slots require one of three chargeable features to use. #6574 allows the 2nd 4 slots to be driven by either the no-charge imbedded disk controller or the #5709 (RAID capable) controller. #6574 is available at initial GA. #6584 or #6594 allows the 4 slots to be driven by a disk controller #5703 (RAID) or #5715 (non RAID) plugged into a PCI-X slot in the enclosure. With the #6594, the disk controller can be driven by a separate IOP providing the capability for a second i5/OS partition inside just the 520 CEC. #6594 availability is announced for December, 2004. It may be available before December. 2 slimline slots for DVD drives (i5/OS can drive one and the other can be driven only by AIX 5L or Linux. ) 1 half-high tape slot for QIC or VXA-2 tape drives. 2 imbedded 1Gbps Ethernet ports . (This can not be used for Operations Console over the LAN.) This is either the #5706 or #5707 2 port LAN adapter, depending on the order. These ports cannot be used for LAN console or any SNA communications (TPC/IP only). 2 USB and 2 serial ports (non-i5/OS use - AIX or Linux use only) 2 Power supplies 3 Hot Plug Fans Reliability features are great for check-mark comparisons to the iSeries 800 and 810.
Notes: 520 Processor Enclosure Highlights - 2

Notes: As stated previously throughout this presentation we refer to the 520 system unit, containing the 1-2 way processors and 8 disk slots as one of the following terms, all relating to the same the processor enclosure, or merely enclosure. This enclosure term helps when discussing the eServer i5 model 520, 550, and 570 models. The term enclosure is used to distinguish between the server unit itself and any separate I/O tower or other packaged enclosure dedicated to I/O devices such as disks, LAN lines and tape devices. Remember we also use the term Central Electronic Complex (CEC) in this documentation interchangeably to also represent this processor enclosure. A Power Distribution Unit (PDU) is optional for a rack mounted 520 or 550. If the optional redundant power supply is used, a 2nd PDU is highly recommended to remove a potential single point of failure.
eServer model 520 Physical Layout

6 Hot Plug PCI-X slots 1 PCI-X slots 8 Hot Plug DASD slots (With #6574 or #6594) Flexible Service Processor Service Processor Hot Plug Feature Power Supply 2 Power Supply
Tape slot CD / DVD

4 64-bit PCI-X slots, 2 32-bit slots 2 Recommend external uninterruptible power supply for increased availability
Hot Plug Fans
Operator Panel
Notes: IBM eServer i5 model 520 Physical Layout

This foil shows a drawing of the model 520 processor enclosure and indicators for the main components that make up the system unit. There are 6 Hot plug PCI-X slots in the back (left as seen from the front). See the Hardware presentation for more detailed drawings and information. When ordering a disk cage expansion for the system unit, there are two options: The #6574 4 disk slot expansion when the 4 extra disk slots are to be controlled by the base disk controller. The #6594 4 disk slot expansion when the 4 extra disk slots are to be controlled by a separate PCI-X controller in one of the base PCI-X slots. (The #6584, originally announced is to be removed from marketing and replaced by the #6594, sometime during 4Q 2004.) Only the #5715 (non-raid) or #5703 (raid) disk controller is supported. No other disk controller is supported. Because of what PCI-X slots are available for the disk controller to be plugged with #6584/6594, the disk controller can be supported by a second IOP. This means that you can have a second i5/OS partition in just the CEC. You could have a partition where the disk controller was owned by Linux or AIX (not using the virtual disk option). You could have the disk controller owned by the same i5/OS as owns the imbedded disk controller(s). See the next notes page for more details on this subject. Note : When a disk expansion unit is installed, PCI-X slot C4 is reduced to a short slot. To do RAID within this 520 frame the disk controller is replaced with the #5709 RAID enabler card which is described later on the slide entitled Imbedded DASD Controllers. There is a DVD slot in the front that can contain either a DVD-ROM (#2640) or a DVD-RAM (#5751). One of these is required for a functional server. Just above the DVD slot there is a Tape slot that can contain one of the following internal tape unit features: #5753 a 30GB inch cartridge drive (SLR60) #5754 a 50GB inch cartridge drive (SLR100) #1889 the 80 GB vxa-2 tape drive The optional second power supply can be ordered through feature #5158. The drawing also shows the position of the Service Processor (SP) card containing the connectors for System Power Control Network (SPCN) and the connectors for attaching the Hardware Management Console (HMC). The three hot plug fans are situated on top in the middle of the unit. Air flow is front to back.
Notes: IBM eServer i5 model 520 Physical Layout - 2

More discussion on the use of the 6574, 6584, 6594 disk slot expansion usage and the #5709 In the 520 enclosure the imbedded disk controller has no RAID capability and no write cache. There is the optional card (#5709) which goes into a special slot with RAID capability and 16MB write cache. Either of these disk controllers can drive up to 8 disk drives in the enclosure. Neither of these controllers use a PCI-X slot and are referred to as embedded/imbedded controllers. There are 8 disk slots in the 520 CEC. Four are always enabled and with the #6574 disk expansion feature, you enable the remaining 4 disk slots. All eight slots are then driven by the imbedded disk controller. If you use the #6594 (or #6584 feature code) you must drive the remaining 4 disk drives with a disk controller in a PCI-X slot in the 520 CEC. The first four disk slots are always driven by an imbedded controller. If using the #6584, then either the #5715 (non-RAID) or #5703 (RAID) disk controllers can drive the #6584 enabled disk. No other disk controller is supported. Because of what PCI-X slots are available for the disk controller with #6584, the disk controller cannot be supported by a second IOP. This means that you cannot have a second i5/OS partition in just the enclosure. You could have a partition where the disk controller was owned by Linux or AIX. You could have the disk controller owned by the same i5/OS as owns the imbedded disk controller. You can have other i5/OS partitions using disk in I/O towers. When the #6594 becomes available, you have more flexibility. Either the #5715 (non-raid) or #5703 (raid) disk controllers can drive the #6594 enabled disk. No other disk controller is supported. With the 6594, because of what PCI-X slots are available for the disk controller with #6594, the disk controller can optionally be supported by a second IOP. This means that you can have a second i5/OS partition in just the system enclosure (no I/O tower). You could have a partition where the disk controller was owned by Linux or AIX. You could have the disk controller owned by the same i5/OS as owns the imbedded disk controller. With the 5715 configuration you could alternatively use the second set of 4 disks in a mirrored disk protection configuration. The #6594 currently has December 2004 availability. The #6594 is a superset of the #6584s functionality.

The prices of #6594 (when available) and #6584, are priced the same. This means that it is a relatively low cost change to purchase a #6594/6584 to replace an installed #6574 if additional disk drives or changing disk usage is required. For example, a customer could start with five disk drives and a #6574, and then replace the #6574 with a #6594 with another controller. A sixth disk drive would be required if RAID was being used by both disk controllers as 3 drives are required at a minimum for a RAID set. Notes: 1. The #5715 (non-RAID) or #5703 (RAID) PCI disk controller is supported. No other PCI disk controller is supported. 2. The #5715 can be plugged in PCI-X slot C4 or C5. The #5703 can be plugged in PCI-X slot C4. 3. i5/OS requires an I/O Processor (IOP) to drive a PCI disk controller. This implies that you have to have an IOP in slot C1. Then, by the PCI-X slot MAB (Multi Access Bridge) design of the model 520 enclosure, you cannot use slot C5 for second disk controller. 4. An Uninterruptible Power Supply is recommended. Consider using a feature #1827 cable that is new since the original May 2004 announcement. It is required to provide UPS control/feedback information for the eServer i5 model 520 and 570. This #1827 cable was not included in the original May 2004 announcement. Documentation, configurators and ordering/manufacturing processes have been updated to support the configuring/ordering/shipping/billing of this #1827 cable. 5. The new cable is a short "converter cable". It physically attaches to one of the serial ports on the back of the 520/570 and to the previously announced/existing control cable (#6029) provided with the UPS. The latest level of 520/570 licensed internal code (LIC) is required for the full UPS communications capability. This is This is available at August 31, 2004 GA and will be included in newly manufactured 520/570s after its availability. Using the original cable for UPS to provide power in case of an outage does not impact the ability of the UPS to provide power. However, using the original cable prevents the UPS from alerting the 520/570 that it is under UPS power and from advising the server to the amount of remaining UPS battery power. This applies to any UPS which needs to provide control information to the eServer i5 port.

#2757, #2780 Controller Observation There are only 4 disk drive slots associated with the #6584 or #6594. The other 4 disk slots are always driven by the imbedded controller. The highest performance disk controllers available at least through July, 2004, the #2757 and #2780, offer much more performance capacity than is needed for just 4 disk drives. These have not been tested in the enclosure and therefore are not supported inside the 520 CEC. Please refer to the Performance Update presentation for disk I/O performance considerations. A whitepaper IBM eServer i5 model 520 disk performance considerations is also available on the following webpage. This includes discussions on the imbedded disk controller maximum I/O rates compared to other disk controllers that would be configured in an external I/O tower of a specific I/O tower feature number. http://www-1.ibm.com/servers/eserver/iseries/storage/resources.html
IBM eServer i5 model 520 Details Tables
IBM eServer i5 model 520 Details -1- (July 2004)

Processor feature Server feature Value Edition Express Edition Standard Edition Enterprise Edition HA Edition Enterprise Enable. feat 5250 OLTP/Proc CPW Mail Calendaring Users Processor
L2/L3 Cache (per 2 procs)
8950 0900 7450 7411/7413/ 7417 30/500 NA 1 way 1.5GHz 1.9MB/0 0.5-32GB 278/277 19TB 1 6 18 / 8
8951 0901 7451 7414/7420 60/1000 2300 1 way 1.5GHz 1.9MB/0 1-32GB 278/277 19TB 1 6 18 / 8
8952 0902 7458 7459 7552 0/1000 2300 1 way 1.5GHz 1.9MB/0 1-32GB 278/277 19TB 1 6 18 / 8
8953 0903 7452 7453 7553 0/2400 5500 1 way 1.5GHz 1.9MB/0 1-32GB 278/277 19TB 1 6 18 / 8
8954 0904 7454 7455 7554 0/3300 7300 1 way 1.65GHz 1.9MB/36MB 1-32GB 278/277 19TB 1 6 18 / 8
8955 0905 4756 7457 7555 7575 0/6000 13300 2 way 1.65GHz 1.9MB/36MB 1-32GB 278/277 19TB 1 6 18 / 8
Main storage Max disk arms/LUNs Max disk storage Max HSL Loops (HSL-2/RIO-G) Max Towers per Sys Max IXS/IXA per Sys
Notes: eServer i5 model 520 Details -1- (July 2004)

This slide is part 1 of 2 slides summarizing the eServer i5 520 hardware capacities and available edition packages. Edition notes: Similar to the editions (default packaging of hardware features and, in some cases, software products) introduced in January 2003, for the iSeries models 800, 810, 825, 870, and 890, the 5xx models have corresponding editions listed on this slide. The Editions section contains more details on the flexible i5/OS editions, including the new or changed Value, Express, i5/OS Standard Edition and Enterprise Edition, the 5250 OLTP Enterprise Enablement feature, and the High Availability Edition. There are significant enhancements to these editions (as indicated with the bold red text) with the July 2004 announcements. It is important to note that, the eServer i5 520 2 way model, when ordered with the Enterprise Edition, comes with a base enablement for 5250 OLTP for one of the two permanently activated processors and one i5/OS license. This provides 5250 OLTP CPW in the range of 3000-3300 CPW. To get the full 6000 CPW available permanently, you must order a second license for i5/OS. To achieve full 5250 OLTP capacity for the two permanently activated processors you must also order the eServer i5 520 Enterprise Enablement feature number 7575. Temporary on demand processor activation does not require an additional i5/OS license or feature 7575.

Processor feature Server feature
5250 OLTP/Proc CPW Mail Calendaring Users
8950 0900
30/500 NA
8951 0901
60/1000 2300
8952 0902
0/1000 2300
8953 0903
0/2400 5500
8954 0904
0/3300 7300
8955 0905
0/6000 13300
Processor
L2/L3 Cache (per 2 procs)
1 way 1.5GHz
1.9MB/0
1 way 1.5GHz
1.9MB/0
1 way 1.5GHz
1.9MB/0
1 way 1.5GHz
1.9MB/0
1 way 1.65GHz
1.9MB/36MB
2 way 1.65GHz
1.9MB/36MB
Dedicated Proc. Partitioning * Shared Proc. partitioning Max partitions (Shared) Uncapped LPAR ** CUoD (Proc./Memory) On/Off CoD (Proc./Memory) Reserve CoD (Proc.) Trial CoD (Proc./Memory)
Software tier
No Yes 2 No No No No No
P05
P10
P10
No Yes 10 Yes No No No No
P10
No Yes 10 Yes No No No No
P20
Yes Yes 20 Yes No No No No

P30
* AIX 5.2 requires dedicated Processor partition. ** Refer to IBM eServer i5 and iSeries LPAR and HMC FAQ (http://www.ibm.com/servers/eserver/iseries/lpar/) for additional information.
Notes: IBM eServer i5 model 520 Details

This and the preceding slide summarizes the key 520 model specifications. Note the maximum main storage (memory) value and other maximums. Red character entries represent July 2004 announcement content. Other entries represent May announcement content. Note the LPAR rules maximum partitions and whether shared processors and uncapped partitions are supported. As you would expect, the entry level models have some restrictions in this area.
Comparing similar system configurations
Comparing Model 520 to Model 800

800
Processor L2 cache Processor CPW 5250 OLTP CPW Memory (Max) HSL Loops 540 MHz SStar 0 300 25 8 GB 1 HSL 1 6+12 4 TB 4/3 63 16 EIA P05 To 950/50 4 10 (no AIX)
max 4 i5/OS
800
540 MHz SStar 2 MB off chip 950 50 8GB 1 HSL 1 6+12 4 TB 4/3 63 16 EIA P10 No 4 10 (no AIX)
max 4 i5/OS
Compare + + + + + 20% 4x 2.7x
520
1.5GHz POWER5 1.9 MB on chip 500 30 32 GB 1 HSL-2 6 4+4
520
1.5 GHz POWER5 1.9 MB on chip 1000 60 32 GB 1 HSL-2 6 4+4 19 TB 18 / 8 278 4 EIA P10 No 4 4
+ faster + + + + + = = -/+ >4x >4x 6x
520
I/O Towers (Max) Disk (max in CEC /enclosure) Disk (Max) IXS / IXA Disk Drives (Max) Rack Design Software Tier Upgrade Path LPAR (Max i5/OS)
19 TB 18 / 8 278 4 EIA P05 To 1000/60 2 2
800
LPAR (Max OS/400 or i5/OS,

AIX 5L, Linux)
Notes: Comparing Model 520 to Model 800

This detailed table is for your reference. It shows a number of comparison which support the observation that as long as your customer is OK using V5R3, the 520 generally a much better option than the 800 the 520 has more memory, more disk, faster HSL, etc. Notes:
Note that on-chip L2 cache is much faster that off-chip cache

The 6+12 disks in the Central Electronic Complex (CEC): the 800 has an expansion side car for the +12. You need an I/O tower/drawer attached via an HSL loop to go beyond 8 internal disks, though most customers in this size server dont use it because of the cost, you could also use a Fibre Channel disk adapter to attach an IBM ESS (Shark). Partitioning is done a little differently on an eServer i5 520 than the 800. The lower-rated CPW POWER5 servers require a minimum of approximately 250 CPW worth of processing power per partition.
Comparing Model 520 to Model 810 1-way

810 1-way
Processor L2 + L3 cache Processor CPW Memory (Max) HSL Loops I/O Towers (Max) Disk (max in CEC /enclosure) Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier Upgrade Path LPAR (Max OS/400 or i5/OS,
AIX 5L, Linux)
810 1-way
540 MHz SStar 2+0 1020 16 GB 1 HSL 4 6+12 198 14 TB 13 / 7 16 EIA P10 To 810 or 520 10 (no AIX)
max 4 i5/OS
810 1-way
max 4 i5/OS
520 1-way
1.5GHz POWER5
1.9* + 0
520 1-way
1.5GHz POWER5
1.9* + 0
520 1-way
1.65GHz POWER5 1.9* + 36 MB 3300 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P20 To 520 10
* L2 cache on chip
max 4 i5/OS
1000 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P10 To 520 4
2400 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P10 To 520 10
Notes: Comparing Model 520 to Model 810 1-way

More eServer i5 520 to iSeries 810 1-way comparison information: Note that the GHz changes for the largest 1-ways Note that on-chip L2 cache is much faster that off-chip cache. Also the 36MB L3 cache starts at the largest 1-way Note that partitioning is done a little differently than the 800. The POWER5 servers require a minimum of approximately 240 CPW worth of processing power per partition. As discussed on an earlier slide, regarding 6+12 disks in CEC the 810 has an expansion side car for the +12.
Comparing Model 520 to Model 810 2-way

810 2-way
Processor L2 + L3 cache Processor CPW Memory (Max) HSL Loops 750 MHz SStar 2x4 + 0 2700 16 GB 1 HSL 4 6+12 198 14 TB 13 / 7 16 EIA P20 To POWER5
Compare + + + + + + + + + + = 1.4x 1.35x 4.5x / 2.3x 1.2x / 2.2x 2x faster 1.5x >2x
520 1-way
520 2-way
1.65GHz POWER5 1.65 GHz POWER5 1.9* + 36 MB 3300 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P20 To 520 1.9* + 36 MB 6000 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P30 No 20
* L2 cache on chip
520
I/O Towers (Max) Disk (max in CEC/enclosure) Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier Upgrade Path
5L, Linux)
LPAR (Max OS/400 or i5/OS, AIX 20 (no AIX)
-/+
10
810
max 8 i5/OS
Notes: Comparing Generations 1, 2 and 3

This slide shows a number of comparisons which support the observation that as long as your customer is ready to use V5R3, the 1-way or 2-way 520 is generally a much better option than the 810 2-way. Note the P30 software tier for the 2-way 520, with a significantly higher CPW rating value. The previous tables show the main capabilities of the previous hardware generation iSeries models next to the new POWER5 generation in the 800, 810, and 520 models processor range. The goal of comparing the hardware generations is to emphasize the performance and component growth, as well as I/O attachment capacities.
IBM eServer i5 550
IBM eServer i5 model 550 Server Highlights

One to four processors 3300 to 12000 CPW Standard, Enterprise, Solution, Domino Editions Hardware Packaging Stand alone Racked (Four EIA units) Up to 64 GB main storage, 2 TB disk storage Up to 2 HSL-2 / RIO-G loops 2 GB / sec speed P20 Software Tier Customer Setup CSU Capacity on Demand:
Processors
deskside
Rack mounted

The eServer i5 550 is an outstanding integrated iSeries-based integrated server that delivers a great value focused on price/performance and multiple applications and operating systems: Multiple operating system support Ideal workload consolidation server Capacity on Demand Attractive entry price iSeries legendary reliability Advanced virtualization technologies and processor capacity enable eServer i5 servers to run multiple operating systems and application environments at the same time. The model 550 is an excellent server for customers who need a small to mid-sized iSeries solution for supporting i5/OS applications, including those based on WebSphere or Lotus Domino/Workplace software, and even with Linux, Windows, and/or AIX applications. Its low starting price and range of performance make it an excellent application server for customers with at least one processor's worth of i5/OS work, and want server consolidation with the capability to grow up to a 4-way processor. The 550 is shipped as a 4-way server with 1 server activated and one i5/OS license included. In addition a second processor is always activated at no-charge. This can be used for AIX, Linux or I5/OS after obtaining the proper licensing. It provides a wide CPW performance range (3300 to 12000 CPW) and extensive memory (up to 64 GB), disk storage (up to 38 TB) and disk arms (up to 548 arms (processor enclosure and attached via HSL I/O towers). It is ordered as either a rack mount or desk side layout. They are functionally equivalent. The difference is the covers and the location of the operations panel. When ordered as a desk side, the operations panel is located at the top so that its characters remain easily readable. You can see the panel is located in the lower right in the rack mount. This looks identical to the model 520 from the front. back. However, the unit is deeper and looks different in the

The eServer i5 550 provides many Capacity on Demand options. You can switch on extra processor power at a moment's notice. These On Demand capabilities include: Capacity Upgrade on Demand (#8450) On/Off Capacity on Demand (#7930) Reserve Capacity on Demand (#7934) Trial Capacity on Demand (Request this capability at http://www.ibm.com/esever/iseries/ondemand/cod)
Simply activate a processor to add the capacity you need to complement your i5/OS applications with applications running on other operating systems without requiring additional servers. Using uncapped partitions, the model 550 can dynamically distribute processing resources where you need them most, raise server utilization rates and help improve productivity. The eServer model 550 has only one server feature and comes with sixteen memory card slots for up to 64 GB of main storage. The server unit contains 8 DASD slots. Each model 550 has up to two copper HSL-2 / RIO-G loops for attaching up to 6 I/O expansion towers in a loop. The speed of the HSL-2 / RIO-G adapters in the model 550 is doubled compared to the previous generation HSL-2 adapters, now being at 2 GB per second. In addition to the standalone configuration option, the model 550 can be placed in a standard 19-inch rack and occupies 4 EIA units. The physical dimensions for the standalone version are: 201mm width, 779mm depth and 533mm high. The weight is 62kg. The IBM eServer model 550 has also a number of built-in reliability features such as redundant and hot pluggable fans, optional redundant hot plug power supply and availability features such as hot plug PCI card and disk slots.
550 Enclosure Highlights

8 disk slots
(4 optionally activated)
1 tape slot DVD drives (1 OS/400) Ops Panel
Sixteen memory slots (plug in quads) Five PCI-X slots Two 10/100/1000 Mb Ethernet LANs Imbedded disk controller non RAID Base IOP (uses PCI-X slot) Base 2-line WAN (uses PCI-X slot) Two HMC ports Four HSL-2 ports (two loops)
Reliability features Hot-plug disk slots Hot-plug PCI-X slots Hot-plug, redundant fans Integrated service processor Optional hot-plug redundant power supply + power cord
Notes: 550 Enclosure Highlights

This photo shows model 550 front view within 19in. rack. The 550 looks identical to the 520 from the front. Its processor enclosure is, however, longer (deeper) than the 520 model. This packaging enables the installation of the second processor card for processors 3 and 4. The back of the 550 enclosure is also different from the 520. Major properties and characteristics of the system unit can be found in the list below: 16 memory slots, the DDR1 DIMMs must be plugged in quads 5 Hot plug PCI-X 64-bit long slots (generally 32-bit adaptors work in long slots). See eServer Information Center for more details. 1 imbedded disk controller (with no RAID capability and an optional daughter card with RAID capability (#5709)). 8 disk slots: 4 of the slots are enabled when the system is installed. The 2nd four slots require one of two chargeable features to use. These cards can drive up to 8 disk drives within the enclosure (CEC). With the optional cost #6592 4 disk slot expansion you enable the second 4 disk slots. Disk units plugged into the #6592 are controlled by the integrated base disk controller or by the #5709 RAID controller (if present). You can also optionally use the #6593 - 4 disk slot expansion feature which is a disk backplane feature for the Model 550 system unit. This enables the second set of 4 disk slots for use by a separate disk controller plugged into PCI slot in this system unit/processor enclosure. Disk units plugged into the #6593 are controlled by either a #5715 (non-RAID) or a #5703 (RAID capable). The #6593 is not usable by either the embedded system unit disk controller nor by a #5709. You can drive this second set of 4 disks driven by a 5715 or 5703 in a separate i5/OS partition or use the #6593 and 5715 to implement disk mirrored protection with other drives in the system. The planned availability date for the #6593 is December 2004. 2 DVD slots (one for i5/OS, the other one for Linux or AIX). See next notes page. 1 tape slot (1/4-inch cartridge tape - 30 GB/SLR60 or 50GB/SLR100- or 80GB VXA-2 tape drive). See next notes page. 2 imbedded 1GB Ethernet LAN ports. (Neither can be used for LAN console.) This is either the #5706 or #5707 2 port LAN adapter. These ports cannot be used for LAN console or any SNA communications (TPC/IP only). 1 base IOP (#9844 which uses one PCI-X slot) 1 base 2-line WAN adapter (#9793 which uses one PCI-X slots) 2 ports for HMC. The HMC attaches via a standard Ethernet, CAT 5 cable.
Notes: 550 Enclosure Highlights - 2

4 HSL-2 ports 2 ports, one HSL loop provided by default. The optional second set of 2 ports enables a second HSL loop 2 USB and 2 serial ports (non-OS/400 use - AIX or Linux use only) With July 2004 announcement, new I/Os devices, such as 140 GB disk (#4328) and 10 Gbps Ethernet Adapter (#5718) are available but for AIX or LINUX use only. The 550 model has two PCI slots on the first multibridge boundary (EADS). One slot will be used for the base IOP and the other for the base PCI 2-Line WAN w/Modem (ECS line) card. There are three PCI slots on the second multibridge boundary (EADS). The very last slot (slot 5) can have either a PCI card or an HSL adapter for the second loop. If an HSL adapter is present in slot 5, then the second multibridge boundary can only have two PCI cards (and if used for i5/OS purpose, slot 3 must be feature IOP, leaving only one other IOA slot in the 550 CEC). There is a DVD slot in the front that can contain either a DVD-ROM (#2640) or a DVD-RAM (#5751). One of these is required for a functional eServer i5 server. Just above the DVD slot there is a Tape slot that can contain one of the following internal tape unit features: #5753 a 30GB inch cartridge drive (SLR60) #5754 a 50GB inch cartridge drive (SLR100) #1889 the 80 GB vxa-2 tape drive The optional second power supply can be ordered through feature #7889 (an optional 1475W power supply). If this feature is installed, the Model 550 CEC will have redundant power. There are two (1 redundant) fans. It is recommended to use an external uninterruptible power supply for increased availability.
Notes: 550 Processor Enclosure Highlights - 3

Notes: As stated previously throughout this presentation we refer to the 550 system unit, containing the 1-2 way processors and 8 disk slots as one of the following terms, all relating to the same the processor enclosure, or merely enclosure. This enclosure term helps when discussing the eServer i5 model 520, 550, and 570 models. The term enclosure is used to distinguish between the server unit itself and any separate I/O tower or other packaged enclosure dedicated to I/O devices such as disks, LAN lines and tape devices. Remember we also use the term Central Electronic Complex (CEC) in this documentation interchangeably to also represent this processor enclosure. A Power Distribution Unit (PDU) is optional for a rack mounted 520 or 550. If the optional redundant power supply is used, a 2nd PDU is highly recommended to remove a potential single point of failure.
IBM eServer i5 model 550 Details -1 (August 2004)

Processor feature Server feature Standard Edition Enterprise Edition 8958 (2x) 0915 7462 7463 8958 (2x) 0915 (Domino) -
Enterprise Enable Feat: 9286 (1 proc) / Base/Additional 7576 Solution Edition Domino Edition CPW MCU Enclosure Processor (2 activated at install) L2/L3 cache (per 2 proc) Main storage Max disk arms/LUNs Max disk storage Max HSL Loops (HSL-2/RIO-G) Max Towers per Loop Max Towers per Sys Max IXS/IXA per Sys 7558 3300 - 12000 7300 - 26600 1 (4EIU) 1- 4 way 1.65GHz 1.9MB/36MB 2-64 GB 548/547 38TB 2 6 12 36 / 16
7530 6350-12000 14100 - 26600 1 (4EIU) 1- 4 way 1.65GHz 1.9MB/36MB 2-64 GB 548/547 38TB 2 6 12 36 / 16

This slide is part 1 of 2 slides summarizing the eServer i5 570 hardware capacities and available edition packages. Enterprise Edition Note The i5 570 2 way model, when ordered with the Enterprise Edition, comes with two base Enterprise Enablement features (#9286) for 5250 OLTP for one of the two permanently activated processors and one i5/OS license. This provides 5250 OLTP CPW in the range of 3300 CPW. To get the full 6000 CPW available permanently, you must order a second license for i5/OS. To achieve full 5250 OLTP capacity for the two permanently activated processors you must also order the i5 520 Enterprise Enablement feature number 7575. The i5 570 4 way model, when ordered with the Enterprise Edition, comes with four base Enterprise Enablement features (#9286) for 5250 OLTP for one of the two permanently activated processors and one i5/OS license. As shipped, the 1 i5/OS license provides 5250 OLTP CPW in the range of 3300 CPW. To get the full 12000 CPW available permanently, you must order 3 additional licenses of i5/OS. You already have four Enterprise Enablement Features to get full four processor capacity for 5250 OLTP work. Building on the 570 4-way model description above to get full i5/OS capacity of a 579 9-12 way model (33400 CPW), you need to purchase 8 additional i5/OS licenses. To get full 5250 OLTP utilization of 12 processors permanently activated, you need 8 additional 5250 OLTP Enterprise Enablement features. To get this you would order full Enterprise Enablement feature #7597. Temporary on demand processor activation does not require an additional i5/OS license or feature 7575. The Overview presentation contains more details on the flexible i5/OS and 5250 OLTP Enterprise Enablement feature per processor capabilities, introduced during July 2004 for the POWER5 i5 systems.
IBM eServer i5 model 550 Details 2 (August 2004)

Processor feature Server feature CPW MCU Dedicated Proc. partitioning * Shared Proc. partitioning Max. partitions (Shared) Uncapped LPAR CUoD (Processor) On/Off CoD (Processor) Reserve CoD (Processor) Trial CoD (Processor) Software tier 8958 (2x) 0915 3300 - 12000 8958 (2x) 0915 (Domino) 6350-12000
7300 - 26600 14100 - 26600 No (1 processor) No (1 processor) Yes (2-4 procs) Yes (2-4 procs)
Yes Yes
40
40
No (1 processor) No (1 processor) Yes (2-4 procs) Yes (2-4 procs) Yes Yes Yes Yes Yes Yes Yes Yes P20 P20
* AIX 5L 5.2 is supported on dedicated partition only. AIX 5L 5.3 can support shared I/O and micro (partial) processor partitioning.
Comparing Model 550 with iSeries 8xx

810 2-way
Edition Processor L2 + L3 cache MB Processor CPW On Demand capability Memory (Max) HSL Loops (Max) I/O Towers (Max) Disk (max in CEC) Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier Upgrade Path LPAR (Max OS/400 or
i5/OS, AIX 5L, Linux)
825 3/6-way
Enterprise, HA, Standard, CBU 1.1GHz POWER4 3*(1.4+32) 3600 - 6600 Yes 48 GB 3 HSL-2* 18 5+5+5 825 58 TB 36 / 18 16 EIA P30 To 570, 870
870 5/8-way
Enterprise, HA, Standard, CBU 1.3Hz POWER4 4*(1.4+32) 7700-11500 Yes 64GB 4 HSL-2* 23 15+30 1080 76TB 48/32 42 EIA +tower P40 To 570, 870, 890 32 (no AIX)
550 1/4-way
Infrastructure 1.65GHz POWER5 2*(1.9* + 36) 3300 12000 Yes 64 GB 2 HSL-2 12 4+4 548 38 TB 36 / 16 4 EIA P30 Within 550 40
Enterprise, Standard, HA 750 MHz SStar 2*(4 + 0) 2700 No 16 GB 1 HSL 4 6+12 198 14 TB 4/3 16 EIA P20 To 520/570 20 (no AIX) max 8
OS/400
30/32 (no AIX)
* HSL-2 is speed of 550 HSL-2
Notes: Comparing Model 550 with iSeries 8xx

This detailed table shows a number of comparisons across the 3 models of which a 550 can logically be compared. Probably the most important is the edition comparison. The infrastructure edition has many standard edition characteristics and some enterprise edition characteristics. Note that the 550 has no upgrade paths into it or out of it. It is most comparable to a standard edition 825 or 870 5/8-way in sales situations.
Comparing Model 550 to Model 520 2-way and 570 1/2-way

550 2-way
Processor 1.65 GHz POWER5 1.9 + 36 3300/6000 Infra/HA*/CBU* Yes 64 GB 2 HSL-2 12 4+4 548 38TB 36 /16 4 EIA P30 To 550 4-way 20
520 2-way
1.65GHz POWER5 1.9* + 36 6000 Std/Ent/HA No 32 GB 1 HSL-2 6 4+4 278 19 TB 18 / 8 4 EIA P30 No 20
570 1/2-way
1.65GHz POWER5 1.9+36 3300-6000 Std/Ent/HA/CBU Expanded 64 GB 1 HSL-2 6 6 278 19 TB 18 / 8 4 EIA P30 To 570 16-way 10/20
520
L2 + L3 cache MB Processor CPW Edition On Demand Memory (Max) HSL Loops
550
I/O Towers (Max) Disk (max in CEC) Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier Upgrade Path LPAR (Max OS/400 or i5/OS, AIX 5L, Linux)
570
Notes: Comparing Model 550 with iSeries 8xx

The model 550 offers great workload consolidation flexibility compared to the model 570 in that all four processors can be activated with a single i5/OS processor license. The model 570 has two i5/OS licenses with its 2/4-way option. The model 570 advantages include the ability to upgrade to larger than 4-way servers and more edition options including Enterprise Edition and High Availability Edition. Another advantage of the model 520 and 570 is MES upgrades. You can upgrade from the 810,820, 825, 830, 840, 870 and 890 into the 520 and 570.There are no MES upgrades into or out of the 550. If you were considering a large 1-way model 810 with a Standard Edition, the model 550 should be the first option considered. The model 550 offers a 2x faster processor, up to 15x more CPW, up to 4x more memory, up to 3x more I/O, up to 2x faster HSL-2, and a P30 software tier. However, if you need to run OS/400 V5R2, the Model 810 is still a good choice with good investment leverage options into the eServer i5 servers. The model 810 can be upgraded to a model 520 or 570 (not a model 550).
Comparing model 550 to iSeries 825 and i5 570 2/4-way

550 1/4-way
Processor L2 + L3 cache MB Processor CPW Edition On Demand Proc/Memory Memory (Max) HSL Loops I/O Towers (Max) 1.65 GHz POWER5 2*(1.9 + 36) 3300/12000 Infra/HA*/CBU* Yes/No 64 GB 2 HSL-2 12 4+4 548/38TB 36 /16 4 EIA/Yes P30 To 4 -way 20/40 1
825 3/6way
1.1 GHz POWER4 3*(1.4+32) 3600-6600 Std/Enterprise/ HA/CBU Yes/No 48 GB 3 HSL-2** 18 10+5 825/58TB 36 / 18 16 EIA/Yes P30 Yes 30/32 (no AIX) 1
570 2/4-way
1.65 GHz POWER5 2*(1.9+36) 6350-11700 Std/Enterprise HA/CBU Yes/Yes 128GB 2 HSL-2 12 6 546/39TB 36 / 16 4 EIA/No P30 Yes 20/40 2
825
550
Disk Drives (max in CEC) Disk Dr. & Capacity (Max) IXS / IXA Rack Design/Tower Software Tier Upgrade Path LPAR (Max OS/400 or i5/OS,
AIX 5L, Linux)
i5/OS lic. required
570
*HA and CBU editions are product previews - planned 2H04
** HSL-2 is speed of 550 HSL-2
Notes: Comparing model 550 to iSeries 825 and i5 570 2/4-way

Here is a detailed comparison with the 825. It is a very positive comparison. We do need to point out one key I/O capacity advantage of the 825 model. The 825 allows more HSL loops and more I/O towers than the 550 1/4-way. Based on an analysis of what most customers actually use on 825 configurations, very few customers will consider this difference as a limitation. But for those very few who are pushing the limit, they need to use the 825 or a larger 570 model. New eServer i5 server I/O capabilities include a new high-end disk controller and hot-plug I/O towers/drawers or IXAs on an HSL loop. The #2780 Ultra RAID Disk Controller supersedes the #2757 adding 1GB read cache and battery concurrent maintenance at the same price as the #2757. The model 550 uses a four EIA unit rack-optimized design for a Infrastructure 19-inch rack. They are much more compact and easier and more cost effective to rack than the Model 825. Additional notes: How to read the L2+L3 cache 3*(1.4+32) there are 3 POWER chips used in the 825 3/6-way. Each POWER4 chip has 1.4MB L2 cache on the chip and 32MB L3 cache off the chip. 2*(1.9+36) there are 2 POWER chips used in the 550 12/4-way. Each POWER5 chip has 1.9MB L2 cache on chip and 36MB cache off chip (but packaged on the same DCM). The 825 uses HSL-2 ports/connectors/cables, but it runs at a max of 1GBps. The 550 and 570 use the same HSL-2 ports/connectors/cables, but run at up to 2GBps. If you were considering a 3/6-way model 825 with Standard Edition, the model 550 1/4-way should now be the first option considered. The 1/4-way provides a 50% faster processor, nearly 2x more CPW, a wider CPW range of 3300-12000 CPW, 50% more memory capacity, two faster HSL-2loops, the same P30 software tier, and I/O capacity to handle the vast majority of customer needs. If growth beyond 4-way (12,000 CPW) is required, then consider the model 570. The model 570 offers easy growth all the way to a 16-way 570 providing much larger capacities of CPW, memory, HSL loops, and I/O. The model 825 can run OS/400 V5R2, has three HSL-2 loops, and can be MES upgraded to the model 570.
IBM eServer i5 570
Model 570 Highlights - July 2004 Announcement

1/2-way to 13/16-way 3300 to 44700 CPW
16-way
Capacity on Demand
Processor and Memory Permanent, Temporary, Reserve, Trial
Max 512 GB memory Max 96 TB disk

1/2-way or 2/4way
Editions:
Standard, Enterprise, High Availability (HA), Capacity Backup (CBU)
Hardware Packaging
4 to 16 EIA units
Rack mount only
Upgrades from 810, 820, 825, 830, 840, 870 and 890 into 570
Notes: IBM eServer i5 model 570 Server Highlights

The IBM eServer model 570 is the other POWER5-based iSeries server originally announced May 2004, with expanded capabilities announced during July 2004. Red lettering on the slide indicates July 2004 announcement content. Performance ranging from 3300 to 6000 CPW for the one to two way and from 6350 to 12000 CPW (originally announced as 11700 CPW) for the two to four way version) has been extended for up to 44700 CPW with the 16-Way model announced during July 2004. The model 570 can run i5/OS Version 5 Release 3, Linux POWER5 distributions and AIX 5L 5.2H (direct I/O only) and AIX 5L 5.3 (virtual I/O support) - all on the single eServer i5 server. The 570 can also support integration of IBM's Intel-based xSeries servers running Windows. Using uncapped partitions, the model 570 can dynamically distribute processing resources where you need them most, raise server utilization rates and help improve productivity. The eServer model 570 announced in May 2004, had two different server features to choose from 0919 (1-2 Way) and 0920 (2-4 Way), both with Processor Feature #8961. With these feature numbers, the 1-2 way could have a maximum of 32 GB of main storage on 8 memory cards. The 2-4 way model could have a maximum of 64 GB of main storage with 16 memory card slots. Starting with the July2004 announcements the 1-2 way and 2-4 Way models have new server feature numbers 0930 and 0921, respectively, all associated with processor feature #8971. This #8971 processor feature is also used with the new, announced in July 2004, 5-8 way, 9-12 Way, and 13-16 way 570 models. These #8971-based models support a larger sized memory card, which enables a larger maximum amount of memory storage. For example, the new 1-2 Way model supports up to 64 GB of main memory storage and the new 2-4 Way model supports up to 128 GB of main memory storage. The only difference between the May 2004 1-2 way and 2-4 eServer i5 570 models (#processor feature #8961) and the July 2004 models (#processor feature #8971) is this expanded maximum memory capacity The 570 models using processor feature #8961 can be upgraded to the 5-8 way, 9-12 way, and 13-16 way 570 models. All 1-2 Way and 2-4 Way processor enclosures are the same physical size. To get a 5-8 Way model, you get two 2-4 Way enclosures. To get a 9-13 Way model, you simply have three 570 processor enclosures, and with a 13-16 Way, you have 4 processor enclosures.
Notes: IBM eServer i5 model 570 Server Highlights - 2

Each processor enclosure can contain up to 6 DASD slots. The eServer model 570 processor enclosure (the box) comes with two base copper HSL-2 / RIO-G ports (1 HSL loop) for attaching I/O expansion towers in a loop. To add the second HSL loop (2 more connections) available with each 570 model enclosure, you must have ordered the up to 4-way processor enclosure. The speed of the HSL-2 / RIO-G adapters in the model 570 has doubled when compared to the previous generation HSL-2 / RIO-G adapters. That is, the 570 adapters are now rated at 2 GB per second. The eServer model 570 processor enclosure must be placed in a standard 19-inch rack and occupies 4 EIA units. The IBM eServer model 570 has also a number of built in reliability features such as redundant and hot pluggable fans, optional redundant hot plug power supply and availability features such as hot plug PCI card and disk slots. The four 570 enclosures - in the red dashed line oval, is the 13-16 way. This model provides a wide range of CPW, disk, memory, etc. Each enclosure is rack mount optimized, taking only 4 EIA or U units in size. There is no desk side packaging option. We use the oval blue dotted lines in this slide to indicate the physical appearance of a single enclosure 570 model (1-2 Way or 2-4 Way) in a rack. In the 13-16 way configuration shown, other units shown in this example rack (top to bottom) are three #0595s, an LTO, 570, two more #0595s and an xSeries 445. See the next slide for a look at the packaging of each 570 processor enclosure.
Building Blocks Enables Balanced Growth
Building block (enclosure) enables balanced upgradeability in 570 Rack optimized building block design enables balanced upgradeability through a single model with up to 10x CPW growth
Each additional 4-way building block (processor enclosure) extends the systems I/O capabilities proportionately
Provides full memory compatibility across 570 Simplifies upgrades
Notes: Building Blocks Enables Balanced Growth

The model 570 processor is housed in a four EIA-unit rack-optimized enclosure, offering exceptionally scalability all within a single rack and simplifies processor upgrades. Each enclosure holds up to four processors. The model 570 features a building block design similar to the eServer xSeries 445, where each successive 4-way building block (processor enclosure) is connected by a system bus. More memory, PCI slots and HSL ports are added with each new building block enclosure, giving the system balanced I/O growth as performance is added. Note: the pSeries 570 documentation uses the term system drawer to represent what we have described as an enclosure.
570 Processor Enclosure Details

Ops Panel DVD drive
One (1-2 Way) or two processor cards (2-4 Way) per enclosure Eight memory slots per processor card Six disk slots per enclosure Six PCI-X slots per enclosure Two imbedded 10/100/1000 Mb Ethernet LANs per enclosure Imbedded #5709 RAID disk controller per enclosure Up to two HSL-2 loops per enclosure (2 processor
cards)
Reliability features
Hot-plug disk slots Hot-plug PCI-X slots Hot-plug, redundant fans Integrated service processor Hot-plug, redundant power supply + power cord Optional hot-plug, redundant CPU power regulator
Base IOP (uses PCI-X slot) Base 2-line WAN (uses PCI-X slot) Two HMC ports
Notes: eServer i5 570 Enclosure Details

The enclosure or processor enclosure is the building block of the model 570. The enclosure is a key new concept. You can presume an enclosure as a self-sufficient system unit which contains processor, memory, I/O, and power/packaging within 4EIA rack space. The properties and characteristics of the enclosure unit can be found in the list below:
1 or 2 Processor cards. A processor card has 1 POWER5 DCM (Dual Chip Module) chip, L3 cache and memory slot. 1 or 2 HSL-2/RIO-G loop ports (The first loop comes as base. The second loop is provided by an optional adapter. This adapter occupies PCI-X slot C6.) 1 SP/FSP (Service Processor, frequently referred to also as a Flexible Service Processor) card with 2 HMC port and 2 SPCN port. 6 Hot plug PCI-X slots 6 disk slots (#5709 RAID controller is required) 1 CD / DVD (2 drives can be plugged in but only one is usable from i5/OS.) 2 imbedded 1Gbps Ethernet ports . (This can not be used for Operations Console over the LAN.) This is either the #5706 or #5707 2 port LAN adapter, depending on the order. These ports cannot be used for LAN console or any SNA communications (TPC/IP only). 2 USB and 2 serial ports (non-i5/OS use, AIX or Linux use only) 2 Power supplies 2 Blowers for I/O cooling. Air flow is from front to rear. 2 or 3 CPU regulators 1 System Connector
Note that when ordering processor features that require a second through fourth of the eServer i5 570 enclosures none of the second through fourth enclosures include the imbedded IOP (required by i5/OS in the first enclosure). If you want this IOP, you must explicitly order the features to be attached. The features can be those supported/required by i5/OS or could be those supported only by an AIX 5L or Linux partition. Remember a 2 port Ethernet LAN #5706/#5707 adapter (no IOP required) in any location can be used by i5/OS, as well as POWER Linux and AIX 5L.
Notes: 570 Processor Enclosure Details - 2

Important Note on 570 memory cards You may experience significantly reduced performance if there is not at least one memory feature (one quad of memory DIMMs) per each SCM card (2 processors per card) in the 570. The Hardware and Performance Update presentations contain more details under the topic of Memory Affinity. IBM very strongly recommends at least two memory features on a 2/4-way 570. For optimal performance considerations beyond having at least two memory features on a 570 2/4-way, you may see some performance benefit in balanced memory. Balanced memory is defined as having the same or similar size memory features for both #8961 processor features (each SCM). Note that, depending on when you order a system, IBMs configurator (e-config) may not support auto-configuration of optimally balanced memory. If you wish to optimize the balancing of memory, please check the manual selection' mode on the Products tab in e-config and select appropriate quantities of memory features directly on the 'System tab. This memory consideration is restated on the memory slides later in this presentation.
eServer model 570 Physical Layout

Service Processor And HSL-2 / RIO-G cards 6 Hot Plug PCI-X slots 1
2 Power supplies 2
Hot Plug Fans
CD / DVD
CPU Regulators
CPU Cards Operator Panel

1 2
6 Hot Plug DASD slots, #5709 RAID ctlr required
6 64-bit PCI-X slots Recommend external uninterruptible power supply for increased availability
Notes: eServer model 570 Physical Layout

This foil shows a drawing of the model 570 and indicators for the main components that make part of the system unit. See the Hardware presentation for more detailed drawings and information. There are 6 Hot plug PCI-X slots in the back (left seen from the front). The system unit contains a DASD cage for 6 disk units. The disk units are driven by an imbedded disk controller and a RAID5 adapter (#5709) is required. Load source position is in slot 4. While the 5709 includes a 16 MB write cache the 570 processor enclosure has the same high disk I/Os per second consideration as discussed under the notes for corresponding 520 Physical Layout slide. If you have high disk I/Os per second requirements you choose a faster disk controller which would typically require an external I/O tower. There is a DVD slot in the front that can contain either a DVD-ROM (#2640) or a DVD-RAM (#5751). One of both is required for a functional server. There is no internal tape slot on the eServer model 570. The drawing also shows the position of the Service Processor (SP) card containing the connectors for System Power Control Network (SPCN) and the connectors for attaching the Hardware Management Console (HMC). Two hot plug fans are situated on top right of the unit.
Notes: eServer model 570 Physical Layout - 2

The eServer model 570 contains 2 standard redundant power supplies. Also shown are the CPU regulator cards, two for the one to two way server and three CPU regulators for the two to four way server. Notes: The 570 frame does not contain a connection for any tape device. Consider alternatively using the CD/DVD device or an external tape device. The operator panel, feature #1846, includes one RJ-45 connector and one USB Type A port. Neither of these can be used by i5/OS at August 2004 GA. Air flow is front to back. An Uninterruptible Power Supply is recommended. Consider using a feature #1827 cable that is new since the original May 2004 announcement. It is required to provide UPS control/feedback information for the eServer i5 model 520 and 570. This #1827 cable was not included in the original May 2004 announcement. Documentation, configurators and ordering/manufacturing processes have been updated to support the configuring/ordering/shipping/billing of this #1827 cable. The new cable is a short "converter cable". It physically attaches to one of the serial ports on the back of the 520/570 and to the previously announced/existing control cable (#6029) provided with the UPS. The latest level of 520/570 licensed internal code (LIC) is required for the full UPS communications capability. This is available at August 31, 2004 GA and will be included in newly manufactured 520/570s after its availability. Using only the previously announced/existing control cable does not impact the ability of the UPS to provide power in case of an outage. Absence of the #1827 cable prevents the UPS from alerting the 520/570 that it is under UPS power and from advising the server to the amount of remaining UPS battery power. The eServer i5 servers use a different physical port to attach the UPS communications control cable than used on previous model iSeries systems. It is not the J14 port which was used by previous iSeries servers. This applies to any UPS which needs to provide control information to the eServer i5 port.
IBM eServer i5 model 570 Details -1- (May 2004)

Processor feature Server feature Standard Edition Enterprise Edition HA Edition CBU Edition CPW Enclosure Processor Main storage Max disk arms/LUNs Max disk storage Max HSL Loops (HSL-2/RIO-G) Max Towers per Loop Max Towers per Sys Max IXS/IXA per Sys Software tier 8961 0919 7488 7489 3300-6000 1 (4EIU) 1-2 way 1.65GHz 2-64GB 276/275 19TB 1 6 6 18 / 8 P30 8961 (2x) 0920 7469 7470 6350-12000* 1 (4EIU) 2-4 way 1.65GHz 2-64GB 546/545 38TB 2 6 12 36 / 16 P30 * Originally announced with highest rating of 11700 CPW.
IBM eServer i5 model 570 Details -2- (May 2004)

Processor feature Server feature CPW Enclosure Processor Dedicated Proc. partitioning ** Shared Proc. partitioning Max. partitions (Shared) Uncapped LPAR CUoD (Proc./Memory) On/Off CoD (Proc./Memory) Reserve CoD (Proc.) Trial CoD (Proc./Memory) 8961 0919 3300-6000 1 (4EIU) 1-2 way 1.65GHz No(1way) Yes(2way) Yes 10-20 Yes Yes Yes Yes Yes 8961 (2x) 0920 6350-12000* 1 (4EIU) 2-4 way 1.65GHz Yes Yes 20-40 Yes Yes Yes Yes Yes
* Originally announced with highest rating of 11700 CPW. ** AIX 5.2 is supported on dedicated partition only.

Processor feature Server feature Standard Edition Enterprise Edition Enterprise Enable Feat: Base/Additional HA Edition CBU Edition CPW MCU Enclosure 8971 0930 7471 7472 9286 (2 proc) 7559 8971 (2x) 0921 7473 7474 9286 (4 proc) 7560 8971 (4x) 0922 7475 7476 9286 (4 proc)/ 7577 or 7597 7561 15200-23500 33600-52500 2 (8EIU) 5-8 way 1.65GHz 1.9MB/36MB 8-256GB 822/821 58TB 4 6 18 48 / 32 8971 (6x) 0924 7490 7491 8971 (8x) 0926 7494 7495 8971 (8x) 0928 -
9286 (4 proc) 9286 (4 proc) 9286 (2 proc) / / / 7577 or 7597 7577 or 7597 7577 or 7597 7562 25500-33400 57300-77000 3 (12EIU) 9-12 way 1.65GHz 1.9MB/36MB 12-384GB 1098/1097 77TB 6 6 24 48 / 48 7563 36300-44700 83600-102000 4 (16EIU) 13-16 way 1.65GHz 1.9MB/36MB 16-512GB 1374/1373 96TB 8 6 30 48 / 60 7570 6350-44700 14100-102000 4 (16EIU) 2-16 way 1.65GHz 1.9MB/36MB 16-512GB 1374/1373 96TB 8 6 30 48 / 60
3300-6000 6350-12000 7300-13300 14100-26600 1 (4EIU) 1 (4EIU) 1-2 way 2-4 way Processor 1.65GHz 1.65GHz L2/L3 Cache (per 2 procs) 1.9MB/36MB 1.9MB/36MB Main storage 2-64GB 4-128GB Max disk arms/LUNs 276/275 546/545 Max disk storage 19TB 38TB Max HSL Loops 1 2 (HSL-2/RIO-G) Max Towers per Loop 6 6 Max Towers per Sys 6 12 Max IXS/IXA per Sys 18 / 8 36 / 16

This slide is part 1 of 2 slides summarizing the eServer i5 570 hardware capacities and available edition packages. Edition notes: Similar to the editions (default packaging of hardware features and, in some cases, software products) introduced in January 2003, for the iSeries models 800, 810, 825, 870, and 890, the 5xx models have corresponding editions listed on this slide. The Editions section contains more details on the flexible i5/OS editions, including the new or changed Value, Express, i5/OS Standard Edition and Enterprise Edition, the Enterprise Enablement feature (5250 OLTP), and the editions introduced with the July 2004 announcements - the High Availability Edition and Capacity Backup Edition. The new or enhanced (as of July 2004) editions are indicated with the bold red text. The i5 570 2-way model, when ordered with the Enterprise Edition, comes with two base Enterprise Enablement features (#9286) for 5250 OLTP for one of the two permanently activated processors and one i5/OS license. This provides 5250 OLTP CPW in the range of 3300 CPW. To get the full 6000 CPW available permanently, you must order a second license for i5/OS. To achieve full 5250 OLTP capacity for the two permanently activated processors you must also order the eServer i5 570 Enterprise Enablement feature number 7577. The eServer i5 570 4 way model, when ordered with the Enterprise Edition, comes with four base Enterprise Enablement features (#9286) for 5250 OLTP for one of the two permanently activated processors and one i5/OS license. As shipped, the 1 i5/OS license provides 5250 OLTP CPW in the range of 3300 CPW. To get the full 12000 CPW available permanently, you must order 3 additional licenses of i5/OS. You already have four Enterprise Enablement Features to get full four processor capacity for 5250 OLTP work. Building on the 570 4-way model description above to get full i5/OS capacity of a 579 9-12 way model (33400 CPW), you need to purchase 8 additional i5/OS licenses. To get full 5250 OLTP utilization of 12 processors permanently activated, you need 8 additional 5250 OLTP Enterprise Enablement features. To get this you would order full Enterprise Enablement feature #7597. Temporary on demand processor activation does not require an additional i5/OS license or feature 7577.

Processor feature #8971 was introduced with the July 2004 announcements. For the 1/2way and 2/4way i5 570 models processor feature #8961 is used. For 570 1/2way and 2/4way models with processor feature #8961, this feature number is not replaced in existing 1/2-way or 2/4-way systems unless they are upgraded to a 5/8-way. If you have a 570 model on order, you can leave the order as is. If you order a new system after August 31, 2004, you use #8971. The processors #8961 and #8971 have the same speed, price, CPW, and upgrade paths. The change to feature #8971 enables IBM to track what EC level processor card is installed and indicates the capability to support the 8 GB memory DIMMs (32GB memory feature). This memory feature is not available until December 2004. Associated May 2004 server feature and Enterprise Edition/Standard Editions for feature #8961 code relative to July 2004 feature code #8971 are as follows: 0919 1/2W Server Feature 570 replaced by 0930 1/2W Server Feature 570 0920 2/4W Server Feature 570 replaced by 0921 2/4W Server Feature 570 7469 Standard Edition for #0920 replaced by 7494 Standard Edition for #0921 7470 Enterprise Edition for #0920 replaced by 7495 Enterprise Edition for #0921 7488 Standard Edition for #0919 replaced by 7490 Standard Edition for #0930 7489 Enterprise Edition for #0919 replaced by 7491 Enterprise Edition for #0930 See the Editions section of this presentation for more details on these editions.
IBM eServer i5 model 570 Details Part 2 (July 2004)

Processor feature Server feature CPW MCU Enclosure Processor 8971 0930 3300-6000 7300-13300 1 (4EIU) 1-2 way 1.65GHz No(1way) Yes(2way) Yes 10-20 Yes Yes 8971 (2x) 8971 (4x) 8971 (6x) 0924 25500-33400 57300-77000 3 (12EIU) 9-12 way 1.65GHz 1.9MB/36MB Yes Yes 90-120 Yes Yes Yes Yes Yes P40 8971 (8x) 8971 (8x) 0921 0922 6350-12000 15200-23500 14100-26600 33600-52500 1 (4EIU) 2 (8EIU) 2-4 way 5-8 way 1.65GHz 1.65GHz 1.9MB/36MB Yes Yes 20-40 Yes Yes Yes Yes Yes P30 Yes P30 1.9MB/36MB Yes Yes 50-80 Yes Yes Yes Yes Yes P40 0926 0928 36300-44700 6350-44700 83600-102000 14100-102000 4 (16EIU) 4 (16EIU) 13-16 way 2-16 way 1.65GHz 1.65GHz 1.9MB/36MB Yes Yes 130-160 Yes Yes Yes Yes Yes P40 1.9MB/36MB Yes Yes 130-160 Yes No Yes No Yes P30
L2/L3 Cache (per 2 procs) 1.9MB/36MB
Dedicated Proc. partitioning * Shared Proc. partitioning Max. partitions (Shared) ** Uncapped LPAR CUoD (Proc./Memory) On/Off CoD (Proc./Memory) Reserve CoD (Proc.) Trial CoD (Proc./Memory) Software tier
* AIX 5L 5.2 is supported on dedicated partition only. AIX 5L 5.3 can support shared I/O and micro (partial) processor partitioning. ** Maximum of 64 i5/OS partitions
Comparing model 570 to model 825

825 3/6way Processor L2+L3 cache Processor CPW Editions On demand 1.1 GHz POWER4 3*(1.4+32) 3600-6600 Std/Ent/HA Yes 48 GB 3 18 570 1/2-way 1.65GHz POWER5 1.9+36 3300-6000 Std/Ent/HA Expanded 64 GB 1 (faster) 6 6 276 19 TB 18 / 8 4 EIA P30 Yes 2/4-way 1.65 GHz POWER5 2*(1.9+36) 6350-12000 Std/Ent/HA Expanded 128 GB 2 (faster) 12 6 546 39 TB 36 / 16 4 EIA P30 Yes 20/40 5/8-way 1.65 GHz POWER5 4*(1.9+36) 15200-25500 Std/Ent/HA Expanded 256 GB 4 (faster) 18 12 822 58 TB 48 / 32 8 EIA P40 Yes 50/80**
** Maximum 64 i5/OS partitions
570
Memory (Max) HSL-2 Loops I/O Towers
Disk (max in enclosures) 10+5 Disk Drives (Max) Disk (Max) IXS / IXA Rack Design 825 58 TB 36 / 18 16 EIA P30 Yes
825
Software Tier Upgrade Path LPAR (Max)
30/32 (no AIX) 10/20
Notes: Comparing model 570 to model 825

Here is a detailed comparison with the 825. It is a very positive comparison. Assuming you are ready to move to V5R3, the 570 offers a huge CPW performance advantage. One key difference is in I/O maximums. The 825 actually allows more HSL loops and more I/O towers than the 570 1/2-way or 2/4-way. But by the time you get to a 5/8-way, it equals the I/O and of course goes larger as additional 570 processor enclosures are added. BTW - based on an analysis of what most customers actually use of the 825, very few customers will see this difference as a limitation to the 1/2-way or 2/4-way 570. But for those very few who are pushing the limit, the larger 570 resolves this limitation. Note also the difference in software tier when you grow to the 5/8-way 570. The following explains how interpret the L2+L3 cache values.
3*(1.4+32): There are 3 POWER chips used in the 825 3/6-way. Each POWER4 chip has 1.4MB L2 cache on the chip and 32MB L3 cache off the chip. 2*(1.9+36): There are 2 POWER chips used in the 520 2/4-way. Each POWER5 chip has 1.9MB L2 cache on chip and 36MB cache off chip (but on DCM).
The 825 uses HSL-2 ports/connectors/cables, but it runs at a max of 1 GBps. The 520 and 570 use the same HSL-2 ports/connectors/cables, but run at up to 2GBps.

870 5/8-w Processor L2+L3 cache Processor CPW Editions (not CBU) On demand 1.3 GHz POWER4 4*(1.4+32) 8/16-w 1.3 GHz POWER4 8*(1.4+32) 570 2/4-way 1.65 GHz POWER5 2*(1.9+36) 5/8-way 1.65 GHz POWER5 4*(1.9+36) 15200-23500 Std/Ent/HA Expanded 256 GB 4 (faster) 18 12 822 58 TB 48 / 32 8 EIA P40 Yes 80** 9/12-way 1.65 GHz POWER5 6*(1.9+36) 25500-33400 Std/Ent/HA Expanded 384 GB 6 (faster) 24 18 1098 77 TB 48 / 48 12 EIA P40 Yes 120**
7700-11500 11500-20000 6350-11700 Std/Ent/HA Std/Ent/HA Yes 64 GB 4 23 15+30 1080 76 TB 32 / 48 42+18 EIA P40 Yes Yes 128 GB 8 47 15+30 2047 144 TB 48 / 60 42+18 EIA P40 Yes Std/Ent+ Expanded 128 GB 2 (faster) 12 6 546 39 TB 36 / 16 4 EIA P30 Yes 40
570
Memory (Max) HSL-2 Loops I/O Towers Disk (max in enclosures) Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier
870 / 890
Upgrade Path LPAR (Max)
32 (no AIX) 32 (no AIX)

Here are some points with 570 comparison to 870. Assuming you are ready to embrace V5R3, the 570 is a great choice unless you are among the small percentage of customers needing a maximum amount of I/O attachments. In those cases you need to go with a larger 570 to match that I/O requirement or an 890 model for maximum I/O capacity.

890 16/24-w Processor L2+L3 cache Processor CPW Editions (not CBU) On demand 1.3 GHz POWER4 12*(1.4+32) 24/32-w 1.3 GHz POWER4 16*(1.4+32) 570 5/8-way 1.65 GHz POWER5 4*(1.9+36) 15200-23500 Std/Ent/HA Expanded 256 GB 4 (faster) 18 12 822 58 TB 48 / 32 8 EIA P40 Yes 80** 9/12-way 1.65 GHz POWER5 6*(1.9+36) 25500-33400 Std/Ent/HA Expanded 384 GB 6 (faster) 24 18 1098 77 TB 48 / 48 12 EIA P40 Yes 120** 13/16-way 1.65 GHz POWER5 8*(1.9+36) 36300-44700 Std/Ent/HA Expanded 512 GB 8 (faster) 30 24 1374 96 TB 48 / 60 16 EIA P40 160**
20000-29300 29300-37400 Std/Ent/HA Yes 192 GB 12 47 Std/Ent/HA Yes 256 GB 14 47 15+30 2047 144 TB 48 / 60 42+18 EIA P50 Yes 32 (no AIX)
570
Memory (Max) HSL-2 Loops I/O Towers
Disk (max in enclosures) 15+30 Disk Drives (Max) Disk (Max) IXS / IXA Rack Design Software Tier 2047 144 TB 48 / 60 42+18 EIA P50 Yes 32 (no AIX)
870 / 890
Upgrade Path LPAR (Max)
Notes: Comparing model 570 to model 890

Similar to the 570 comparison to 890, we have great performance capacities and reasonably high I/O capacity and disk storage maximums. You would need the 890 for the largest possible iSeries I/O attachment support.
IBM eServer i5 520, 550, 570 Edition Packages
IBM eServer i5 Model 520, 570 Editions at a Glance

520 550 570 Value X Express X Standard X X X Enterprise X X X High Avail X X X Capacity BU Solution X X Domino X -
Value, Express Editions: Specially priced, fixed configurations Standard Edition Order the Standard Edition if you do not need the maximum flexibility of the model 570 Enterprise Edition; no 5250 OLTP workloads Lower priced ordering starting July 2004 Enterprise Edition Order the Enterprise Edition if you need maximum flexibility, running multiple workloads including 5250, and want to take advantage of the licensed programs included with this edition Lower priced ordering starting July 2004 High Availability Edition (HA) Like HA Edition for 8xx Lower priced with less content compared to Enterprise Edition See http://www.ibm.com/servers/eserver/iseries/hardware/is4ha/ Capacity BackUp Edition (CBU) Like CBU Edition for 8xx Only 2 processors are ever permanently activated. In disaster, other processors can be used at no charge See http://www.ibm.com/servers/eserver/iseries/hardware/is4cbu/ Solution Edition New type edition created to provide joint selling program with qualified ISVs Priced between Standard and Enterprise Edition Domino Edition New type edition, priced below Standard Edition for qualifying Domino users Includes minimum of two processor activations, two i5/OS standard edition licenses
Notes: IBM eServer i5 Model 520, 570 Editions at a Glance

The product structure of eServer i5 Editions is similar to the 810, 825, 870, and 890 Edition structure, but has some unique differences, especially starting with the July 2004 announcements: Standard Edition: base and new per processor i5/OS pricing Enterprise Edition: base and new per processor i5/OS pricing HA Edition: lower priced with less content compared to Enterprise Edition Domino Edition: Different than earlier 270/820 Domino Standard Editions and 825 initial pricing discount for Domino servers. Essentially a lower priced 550 Standard Edition for 2 i5/OS licenses for qualifying Domino users Capacity Backup Edition: Base i5/OS licenses and available temporary capacity on demand Solution Edition: This is offered only on an eServer i5 550 model and is for joint marketing with Integrated Software Vendors (ISVs) and their applications. New base and per processor pricing of 5250 OLTP Enterprise Enablement features (Enterprise Edition, High Availability Edition, or Solution Edition required) The next slide shows the editions, their as shipped from IBM processor activations, shipped i5/OS licenses, and the 5250 OLTP capacity that is part of an Enterprise Enablement feature.
Standard, Enterprise editions: i5/OS and 5250 OLTP

Model & N-way Standard Edition Processor Activations 1 2 1+1 1 2 5 9 13 i5/OS Licenses 2 1 1 1 (2 Domino Edition ) 1 1 4 4 4 Processor Activations 1 2 1+1 1+11 2+11 5+11 9+11 13+11 Enterprise Edition i5/OS Licenses 2 1 1 1 1 1 4 4 4 Enterprise Enablement Features 3 1 1 1 2 4 4 4 4
520 1 2 550 1/4 570 1/2 2/4 5/8 9/12 13/16

1 2
Total includes one additional processor activated with Enterprise Edition, Solutions Edition. Base i5/OS licenses shown. Additional i5/OS licenses are available. 3 Base Enterprise Enablement Features (#9286) shown. Additional Enterprise Enablement Features may be purchased if required. Price varies by model: 520 Enterprise Enablement Feature #7575 per processor; 550 = Enterprise Enablement Feature #7576 per processor; 570 = Enterprise Enablement Feature #7577 per processor or a 570 Full Enterprise Enablement Feature #7597. Note: Prices may vary by country. IBM may not make all products, services, or prices available in every country. This information is provided AS IS without warranty of any kind. Validate with your local IBM representative.
Notes: Standard, Enterprise editions: i5/OS and 5250 OLTP

As of August 2004, there are new ordering options based upon per permanently activated processor for eServer i5 520, 550, and 570 models Standard and Enterprise editions. These new options are based upon less i5/OS licenses (unique for each 520 and 570 model) as compared to 8xx systems. With the Enterprise Edition you get, by default, a significant amount of 5250 OLTP capacity but not full system maximum capacity with the base set of Enterprise Enablement features. All of this reduces the cost of many Standard Edition and Enterprise Edition configurations. The base set of permanently activated processors, i5/OS licenses (one per processor), and, for Enterprise Editions only, Enterprise Enablement features for 5250 OLTP work (one per processor), provides a base CPW capacity for i5/OS work. You can add additional i5/OS licenses, AIX 5L (releases 5.2 or 5.3), or POWER5 Linux (Red Hat Enterprise Linux 3 or SUSE LINUX Enterprise Server 9). Through logical partitioning you can assign various processor capacities (for example micro partitioning) to i5/OS, AIX 5L, or POWER5 Linux partitions. From an i5/OS viewpoint, a base level means each eServer i5 520, 550, and 570 comes with a specific minimum fixed number of permanently activated processors, a minimum number of i5/OS licenses, and with the Enterprise Edition, a base set of Enterprise Enablement features (feature #9286). If you need more than this base number of i5/OS licenses you order an additional i5/OS license for each additional permanent processor. This is true for both the Standard and Enterprise editions. Ordering the additional i5/OS license on an Enterprise Edition system does not automatically include additional 5250 OLTP capacity. This enables the customer to pay for only what they require and use above a minimum base set of capabilities. For systems originally ordered with the Enterprise Edition, if you need to increase your 5250 OLTP capacity above a base value, you need to have an i5/OS license for each permanently activated processor and an Enterprise Enablement feature. This is explained in more detail on the following slides. AIX 5L or POWER5 Linux can be licensed for a permanent processor worth of system capacity, but this presentation focuses only on i5/OS and Enterprise Enablement considerations. If you are planning on running AIX 5L or Linux partitions you also pay for those licenses on a permanently activated processor basis. With a system ordered originally as an Enterprise Edition, you can order just an additional i5/OS license for a processor, which could be looked at as a standard edition. This is because it does not include the 5250 OLTP capacity unless you also add an Enterprise Enablement feature.
Notes: Standard, Enterprise editions: i5/OS and 5250 OLTP - 2

Important Notes:
1. A processor activation/authorization of 5250 capacity or non-5250 capacity (i5/OS, AIX 5L, or POWER5 Linux), can be spread across more than one physical processor or partition. 2. Temporary on demand processor activation does not require an additional i5/OS license or Enterprise Enablement feature, or AIX 5L license, or POWER5 Linux license on an eServer i5 system.
We summarize edition information here, For the latest information, see the following website: http://www.ibm.com/servers/eserver/iseries/hardware/editions/index.html This slide represents a summary of the 520, 550, and 570 Standard Edition and Enterprise Edition i5/OS and 5250 OLTP enablement, showing as ordered initially, the base number of active processors, number of i5/OS licenses, the new Enterprise Enablement Feature (available only with an Enterprise Edition). Notes:
1. Some of the information in the next set of notes pages may also appear earlier in this presentation. It was presented earlier to ensure the reader is aware of July 2004 i5/OS packaging capabilities, both for Standard and Enterprise Editions. 2. This presentation does not list the cost of permanent activation of a stand-by processor. See the following website for the latest information - www.ibm.com/servers/eserver/iseries/ondemand/cod 3. New Features and Changed Structure Effective August 31, 2004 Existing 1/2-way and 2/4-way features remain available until Sept. 31 Equivalent pricing on original/restructured 1/2-way and 2/4-way features IF using i5/OS on CoD processor activation

This slide depicts the Standard and Enterprise Edition licensing options from an i5/OS and 5250 OLTP viewpoint. That is, Red Hat or Susse Linux or AIX 5L are not shown, as they are unaffected by the July 2004 changes for i5/OS and Enterprise Enablement. Standard Edition Order the Standard Edition if you do not need to run 5250 applications or need the maximum flexibility of the model 520 and 570 Enterprise editions. The Standard Edition is available for a wide variety of e-business and client server solutions that do not require support of 5250 work. A later set of slides adds details to what a Standard Edition consists of. Its primary intention is to lower the system cost when 5250 OLTP workloads will not be active. There continues to be a Standard Edition single 5250 job exception. This means a single 5250 job, subject to standard i5/OS work management job prioritization relative to other active jobs, can take significant CPU utilization. This is enabled for performing some critical function from a 5250 workstation. Remember that 5250 twinax printers are considered as requiring 5250 CPW. If multiple 5250 jobs are active they are internally deprioritized which will degrade their performance. With the July 2004 announcements the number of i5/OS licenses for the base set of activated processors are: 520 1 way: 1 active processor, 1 i5/OS license (same as May 2004 announcement) 520 2 way: 2 Active processors, 1 i5/OS license (2 i5/OS licenses with the May 2004 announcement). This reduces the initial 2 way price by removing 1 i5/OS license. As indicated on the slide, you can order an i5/OS license for processor number 2. 550 1-4 way: 2 active processors, 1 i5/OS license. Order additional i5/OS licenses as discussed for 520, 570. 570 1-2 way: 1 active processor, 1 i5/OS license (same as May 2004 announcement). As indicated on the slide, you can order an additional i5/OS license for a permanently activated processor number 2. 570 2-4 way: 2 active processors, 1 i5/OS license (2 i5/OS licenses with the May 2004 announcement). This reduces the initial 2 way price by removing 1 i5/OS license. As indicated on the slide, as needed, you can order an i5/OS license for each permanently activated processor 2 through 4. 570 5-8 way: 5 active processors, 4 i5/OS licenses. As indicated on the slide, you can order an i5/OS license for each permanently activated processor 5 through 8. 570 9-12 way: 9 active processors, 4 i5/OS licenses. As indicated on the slide, as needed, you can order an i5/OS license for each permanently activated processor 5 through 12. 570 13-16 way: 13 Active processors, 4 i5/OS licenses. As indicated on the slide, as needed you can order an i5/OS license for each permanently activated processor 5 through 16.

Note that 5250 OLTP applications WebFaced using the WebFacing tool of IBM WebSphere Development Studio for iSeries can be run with no 5250 CPW requirement. Enterprise Edition Order the Enterprise Edition if you need a higher level of flexibility than available with the Standard Edition. This edition is intended for customers with dynamic business environments who need to respond immediately to fluctuating, unpredictable e-business needs, which includes environments running significant 5250 OLTP workloads. A later set of slides adds details to what an Enterprise Edition consists of. Just as with the Standard Edition, 5250 OLTP applications WebFaced using the WebFacing tool of IBM WebSphere Development Studio for iSeries can be run with no 5250 CPW requirement. When initially ordering the Enterprise Edition you get a set of licensed programs, such as Backup, Recovery and Media Services for iSeries (BRMS), IBM Tivoli Storage Manager for OS/400 PASE, DB2 Query Mgr and SQL Development Kit, IBM WebSphere Portal Express Plus, and more. The Enterprise Edition comes with a base 5250 workload capacity provided through a base set of Enterprise Enablement features enabled for a number of the original permanently activated (when initially installed) processors and an associated number of i5/OS licenses as shown on the slide and described in the following notes pages. The number of i5/OS licenses and 5250 OLTP Enterprise Enablement features shipped with the system varies based upon each eServer i5 520 and 570 model. Additional i5/OS licenses (Standard Edition) can be ordered for each additional processor permanently activated in addition to the base set of permanent processors. Depending on how much additional 5250 OLTP capacity is required, you can also add an Enterprise Enablement Feature order to the additional i5/OS license for each additional permanently activated processor. Remember, a processor authorization of capacity can be spread across more than one physical processor or partition. Temporary on demand processor activation does not require an additional i5/OS license or Enterprise Enablement feature on a system originally ordered with the Enterprise Edition.

Enterprise Edition continued With the July 2004 announcements the number of i5/OS licenses and Enterprise Enablement features for the base set of activated processors are: 520 1 way: 1 active processor, 1 i5/OS license, 1 Enterprise Enablement feature (equivalent to the May 2004 announcement). Pricing is essentially the same as with the May 2004 announcement. 520 2 way: 2 active processors, 1 i5/OS license (2 i5/OS licenses with the May 2004 announcement), 1 Enterprise Enablement feature. This reduces the initial 2 way price by removing 1 i5/OS license and providing only 1 processor capacity of 5250 OLTP CPW (approximately 3000 CPW). As indicated on the slide, you can order an additional i5/OS license (Standard Edition) for permanently activated processor number 2. If you need full 5250 capacity on processor 2, you must also order an additional Enterprise Enablement feature. 550 1-4 way: 2 active processors, 1 i5/OS license, 1 Enterprise Enablement feature. Additional i5/OS licenses and Enterprise Enablement features may be purchased as discussed for the 520 and 570 models. 570 1-2 way: 2 active processors, 1 i5/OS license, 2 Enterprise Enablement features. You have 1 processor CPW capacity available for 5250 OLTP and non-5250 OLTP work. This is 3300 CPW. As indicated on the slide, you can order an i5/OS license for a permanently activated processor number 2. You already have the second Enterprise Enablement feature for full 5250 capacity of the second processor. Pricing is essentially the same as with the May 2004 announcement. You now have full 6000 CPW capacity for 5250 and non-5250 workloads. 570 2-4 way: 3 active processors, 1 i5/OS license, 4 Enterprise Enablement features. This reduces the number of i5/OS licenses required with the May 2004 announcement, thus lowering the price for environments where only 1 processor capacity is required for i5/OS functions. You have 1 processor CPW capacity available for 5250 OLTP and non-5250 OLTP work. This is 3300 CPW. As indicated on the slide, you can order an i5/OS license for each permanently activated processors 2 through 4. You already have the second, third, and fourth Enterprise Enablement features for full 5250 capacity on each of processors 2 through 4. Your 3 processor CPW capacity would be approximately 9175 CPW. This is estimated by the following algorithm: 12000- 6350 = 5625; divide by 2 processors = 2825 CPW per processors 3 and 4; 6350 + 2825 (1) = 9175.

Enterprise Edition continued
570 5-8 way: 6 active processors, 4 i5/OS licenses, 4 Enterprise Enablement features. You have 4 processors of CPW capacity available for 5250 OLTP and non-5250 OLTP work. This is approximately 12000 CPW. As indicated on the slide, you can order an i5/OS license (Standard Edition) for each permanently activated processor 5 through 8. Depending on how much additional 5250 OLTP capacity is required, you can also add an Enterprise Enablement Feature order to the additional i5/OS license for each additional permanently activated processor 5 though 8. 570 9-12 way: 9 Active processors, 4 i5/OS licenses, 4 Enterprise Enablement features. You have 4 processors of CPW capacity available for 5250 OLTP and non-5250 OLTP work. This is approximately 12000 CPW. As indicated on the slide, you can order an i5/OS license (Standard Edition) for each permanently activated processor 5 through 12. Depending on how much additional 5250 OLTP capacity is required, you can also add an Enterprise Enablement Feature order to the additional i5/OS license for each additional permanently activated processor 5 though 12. See the next slide for a summary of how to compute the average CPW per permanent processor activation on the 9-12 way system. 570 13-16 way: 13 Active processors, 4 i5/OS licenses. 4 Enterprise Enablement features processor CPW capacity available for 5250 OLTP and non-5250 OLTP work. This is approximately 12000 CPW. As indicated on the slide, you can order an i5/OS license (Standard Edition) for each permanently activated processor 5 through 16. Depending on how much additional 5250 OLTP capacity is required, you can also add an Enterprise Enablement Feature order to the additional i5/OS license for each additional permanently activated processor 5 though 12.
Note the eServer i5 570 Enterprise Edition has a per processor Enterprise Enablement (#7577) feature and or a Full Enterprise Enablement Feature for $250K (#7597). Once you need more than one additional Enterprise Enablement feature, chose the Full Enterprise Feature to minimize cost. Always validate prices by country as not all offerings are available in all countries. US prices shown in this presentation are as of July 30, 2004.

550 Solution Edition New in August 2004 announcement intended for joint marketing with qualified Independent Software Vendors (ISVs) Priced between Standard and Enterprise Edition Comes with 2 of 4 processors permanently activated, 1 i5/OS license with 1 Enterprise Enablement feature at no charge 550 Domino Edition New in August 2004, intended for primary use as Domino server Priced between Standard and Enterprise Edition Standard Edition with 2 or 4 processors activated and two i5/OS licenses Requires proof of specified Lotus product usage 570 Capacity BackUp Edition Two to sixteen processors eServer i5 570 Only 2 processors are ever permanently activated. In disaster, other processors can be used at no charge. No eligibility requirements Includes 2 Enterprise Enablement features (additional 5250 OLTP CPW capability included as part of On/Off CoD) 520, 570 High Availability Edition Primary server has to be equal or larger than this lower price HA server High Availability application software from specific HA vendor has to be used Lower priced edition with less content compared to Enterprise Edition Available for all 520 and 570 processor points with Enterprise Edition The next slides provide some additional capacity on demand details for the High Availability edition.
High Availability Edition and On Demand

For 24x7 availability and hot backup with 3-party software provided by qualifying ISVs as DataMirror, Lakeview Technology and Vision Solutions Lower priced edition with less content compared to Enterprise Edition High availability server can be a: Model 520 1-way with HA Express Portfolio (DataMirror, iTera, Lakeview Technology, Maximum Availability, Traders and Vision Solutions). Model 520 2-way and Model 570 1/2-way, 2/4-way, 5/8-way, 9/12-way or 13/16-way with High Availability (DataMirror, Lakeview Technology and Vision Solutions) Primary server must be a model 520, 570, 810, 820, 825, 830, 840, 870, or 890, of equal or higher CPW. (not supported on 520Express Edition). The on demand capabilities such as On/Off Capacity on Demand and Reserve Capacity on Demand for the 570 HA Edition are identical to those on the model 570 Standard or Enterprise Editions. Neither permanent CUoD and nor Temporary CoD available for model 520. See http://www.ibm.com/servers/eserver/iseries/hardware/is4ha for the process required to order an H.A Edition
Notes: High Availability Edition and On Demand

This slide summarizes the key characteristics of the eServer i5 High Availability edition. See the next slide for rules of thumb for estimating the incremental CPW and MCU performance ratings when individual processors are activated.
Estimating performance ratings of i5 520, 550, 570 Standard, Enterprise, Solution, Domino, High Availability, Capacity BackUp Edition Packages
Base CPW, Per Processor CPW

Model & N-way
520 1 2 550 1/4 570 1/2 2/4 5/8 9/12 13/16
CPW Range*
Base CPW*
Standard Edition Additional CPW per Active Base i5/OS processor * Processors Licenses
NA 2700 3050 (P 2) 2825 (P 3-4) 2700 3050 (P 2) 2825 (P 3-4) 3200 (P 5) 2767 (P 6-8) 2700 (P 5-9) 2633 (P 10-12) 2700 (P 5-13) 2800 (P 14-16) 1 2 1+1 1 2 5 9 13 1 1 1 2 1 1 4 4 4
Enterprise Edition Active Base i5/OS Processors Licenses

1 2 1+1 2 3 6 10 14 1 1 1 NA 1 1 4 4 4
Base Enterprise Enablement Features

1 1 1 NA 2 4 4 4 4
500, 1000, 2400, 3300 6000 3300-12000 6350-120001 3300-6000 6350-12000 15200-23500 25500-33400 36300-44700
500, 1000, 2400, 3300 3300 3330 6350 3300 3300 12000 12000 12000
* Performance ratings and projections are based upon standard IBM internal benchmarks in a controlled environment. The actual throughput or performance any user will experience will vary depending on considerations such as the amount of multiprogramming In the users job stream, the I/O configuration, the storage configuration, any LPAR configurations, and the actual application workload processed. 1 Domino Edition uniquely is a standard edition with 2 i5/OS licenses.
Notes: Base CPW, Per Processor CPW

Where applicable, assume the base of 4 i5/OS licenses is equivalent to 12000 CPW. To compute additional CPW per processor per model we use two different algorithms, depending on the number of processors on the lowest CoD model CPW rating as described below: For processors above 4 i5/OS licenses subtract 4 from the number of processors with the lowest CPW rating of the CoD range. For example, on a 9-12 way model, this number would be up to 5. Subtract 12000 for the lower CPW rating of that model. Again using the 9-12 way this is 25500-12000 = 13500. Divide 13500 by 5 to get 2700 CPW per processor for processors 5-9. For the number of i5/Os licenses above the minimum number of processors (9 on a 12 way system), subtract this low number of processors (start up processors) from the maximum number of processors. For example this would be 12-9 to get 3. Now subtract the lower published CPW rating from the highest published CPW rating of that same model. Again, using a 9-12 way this is 33400-25500 = 7900. Divide 7900 by 3 to get 2633 CPW per processor for processors 10-12. So, to get the CPW for i5/OS on 10 processors activated on the 9-12 way system, do the following calculation: 4 base i5/OS licenses: i5/OS licenses 5 through 9 i5/OS licenses for processor 10 Total 12000 CPW 13500 CPW (5 x 2700 CPW) 2633 CPW (1 x 2633 CPW) 28133 CPW
To get the CPW for i5/OS on 8 processors activated on the 9-12 way system, do the following calculation: 4 base i5/OS licenses: 12000 CPW i5/OS licenses 5 through 8 10800 CPW (4 x 2700 CPW) Total 22800 CPW
Notes: Base CPW, Per Processor CPW - 2

Remember: A processor authorization of 5250 capacity or non-5250 capacity (i5/OS, AIX 5L, or POWER Linux), can be spread across more than one physical processor or partition. Once you have at least one license for i5/OS, AIX 5L 5.2 or 5.3, or a POWER5 Linux - SUSE LINUX Enterprise Server 9 or Red Hat Enterprise Linux 3, temporary on demand processor activation does not require an additional i5/OS license or Enterprise Enablement feature, or an additional AIX 5L 5.2/5.3 license, or POWER5 Linux license on an eServer i5 system. Permanently activated processors require either An operating system license (i5/OS, Linux, or AIX 5L) To be assigned to a partition which is idle or to designate unassigned The eServer i5 570 Capacity BackUp Edition comes with 2 processors activated, 2 i5/OS licenses, and 2 Enterprise Enablement features. The eServer i5 550 Solution Edition comes with 2 processors activated, 1 i5/OS license, and 1 Enterprise Enablement feature. The eServer i5 520 and 570 High Availability models have same base i5/OS licenses and Enterprise Enablement features as their corresponding i5 Enterprise Edition models.
Base MCU, Per Processor MCU

Model & N-way MCU Range Base MCU Additional MCU per processor * Standard Edition Active Base i5/OS Processors Licenses Enterprise Edition Active Base i5/OS Processors Licenses Base Enterprise Enablement Features
1
520 1
2300 5500, 7300 13300
2 550 1/4
2300 5500, 7300 7300 7300 14100 7300 7050 26600 26600 26600
NA
6000 6800 (P 2) 6250 (P 3-4) 6000 7050 (P 2) 6250 (P 3-4) 7000 (P 5) 6300 (P 6-8) 6140 (P 5-9) 6567 (P 10-12) 6333 (P 5-13) 6133 (P 14-16)
2 1+1 1 2 5 9 13
1 1 2 1 1 4 4 4
2 1+1 2* 3* 6* 10* 14*
1 1 2 1 1 4 4 4
1 1 NA 2 4 4 4 4
7300-26600 14100-266001 570 1/2 7300-13300 2/4 5/8 9/12 13/16 14100-26600 33600-52500 57300-77000 83600102000
* Performance ratings and projections are based upon standard IBM internal benchmarks in a controlled environment. The actual throughput or performance any user will experience will vary depending on considerations such as the amount of multiprogramming In the users job stream, the I/O configuration, the storage configuration, any LPAR configurations, and the actual application workload processed. 1 Domino Edition uniquely is a standard edition with 2 i5/OS licenses.
Notes: Base MCU, Per Processor MCU

Where applicable, assume the base of 4 i5/OS licenses is equivalent to 26600 MCU. To compute additional MCU per processor per model we use two different algorithms, depending on the number of processors on the lowest CoD model MCU rating as described below: For processors above 4 i5/OS licenses subtract 4 from the number of processors with the lowest MCU rating of the CoD range. For example, on a 9-12 way model, this number would be up to 5. Subtract 26600 for the lower MCU rating of that model. Again using the 9-12 way this is 57300-26600 = 30700. Divide 30700 by 5 to get 6140 MCU per processor for processors 5-9. For the number of i5/Os licenses above the minimum number of processors (9 on a 12 way system), subtract this low number of processors from the maximum number of processors. For example this would be 12-9 to get 3. Now subtract the lower published MCU rating from the highest published MCU rating of that same model. Again, using a 9-12 way this is 77000-57300 = 19700. Divide 19700 by 3 to get 6567 CPW per processor for processors 10-12. So, to get the MCU for i5/OS on 10 processors activated on the 9-12 way system, do the following calculation: 4 base i5/OS licenses: i5/OS licenses 5 through 9 i5/OS licenses for processor 10 Total 26600 MCU 30700 MCU (5 x 6140 CPW) 6567 MCU (1 x 6567 63867 MCU
To get the CPW for i5/OS on 8 processors activated on the 9-12 way system, do the following calculation: 4 base i5/OS licenses: 26600 MCU i5/OS licenses 5 through 8 24560 MCU (4 x 6140 CPW) Total 51160 MCU
Notes: Base MCU, Per Processor MCU - 2

Remember: A processor authorization of 5250 capacity or non-5250 capacity (i5/OS, AIX 5L, or POWER Linux), can be spread across more than one physical processor or partition. Once you have at least one license for i5/OS, AIX 5L 5.2 or 5.3, or a POWER5 Linux - SUSE LINUX Enterprise Server 9 or Red Hat Enterprise Linux 3, temporary on demand processor activation does not require an additional i5/OS license or Enterprise Enablement feature, or an additional AIX 5L 5.2/5.3 license, or POWER5 Linux license on an eServer i5 system. Permanently activated processors require either An operating system license (i5/OS, Linux, or AIX 5L) To be assigned to a partition which is idle or to designate unassigned The eServer i5 570 Capacity BackUp Edition comes with 2 processors activated, 2 i5/OS licenses, and 2 Enterprise Enablement features. The eServer i5 550 Solution Edition comes with 2 processors activated, 1 i5/OS license, and 1 Enterprise Enablement feature. The eServer i5 520 and 570 High Availability models have same base i5/OS licenses and Enterprise Enablement features as their corresponding i5 Enterprise Edition models.
eServer i5 520, 570 Standard and Enterprise Editions: Included Software
Integrating Middleware with eServer i51 Enterprise Edition

Includes maximum on demand capabilities
Multiple operating environments Optimized for IBM WebFacing Virtualization Engine systems technologies i5/OS, WAS Express, IBM Director Multiplatform, and DB2 licenses License for popular e-business & datacenter management software Maximum interactive 5250 CPW Processor activation for Linux or AIX 5L Integrated xSeries Server Education and Services to accelerate deployment of new workloads
Standard Edition
Aggressively priced for e-business workloads
Multiple operating environments Optimized for IBM WebFacing Virtualization Engine systems technologies i5/OS, WAS Express, IBM Director Multiplatform, and DB2 licenses
+ + + +
= Edition contents vary by model. Example shown here is for eServer i5 570. WAS-Express = WebSphere Application Server Express for iSeries, and IBM Director Multiplatform come with each i5/OS V5R3 order.
Notes: Integrating Middleware with eServer i5

The eServer i5 continues to offer both Standard and Enterprise Editions for model 520 and model 570, along with refreshed Value Edition and the new Express Edition for eServer i5 model 520. The combination of these Edition offerings make it easier than ever to select the features you need, regardless of the size of your business. The Standard Edition and Enterprise Edition feature a wide variety of e-business and client server solutions based on integrated middleware, along with software solutions enable your IT infrastructure to dynamically adjust to changing business priorities. Note that each order for i5/OS (V5R3) includes Virtualization Engine systems technologies, WAS V5 Express, IBM Director Multiplatform, and DB2 UDB for iSeries licenses.
The Standard Edition features a wide variety of e-business and client server solutions based on integrated middleware such as DB2, WebSphere Application Server Express, and IBM HTTP Server (Powered by Apache). The Standard Edition is capable to run multiple operating environments, such as i5/OS, AIX 5L and Linux and exploits pooled resources enabled through the IBM Virtualization Engine systems services with technologies such as POWER Hypervisor, Dynamic LPAR, Capacity on Demand, Virtual I/O and Virtual Ethernet. The Enterprise Edition builds on the functions available for the Standard Edition, and features a full range of e-business, client server and 5250 OLTP solutions. In addition, it includes maximum interactive capacity along and a broad range of enterprise class tools for optimizing and managing e-business, client server, and 5250 OLTP workloads. It incorporates an Integrated xSeries Server with the 570 and includes activation of a processor for Linux or AIX 5L operating systems enabling infrastructure consolidation. IBM education and services vouchers are also included (in selected countries) with the Enterprise Edition to accelerate deployment of new workloads such as WebSphere, Linux and Windows Integration. The following slides provide more details on the Standard and Enterprise Editions software.
Edition Details: 520, 570 Standard, Enterprise, ...

Enterprise 520 Support for Yes multiple OS: i5/OS, Linux, AIX 5L Web Facing Dynamic LPAR 5250 CPW CUoD i5/OS* AIX 5L Linux on Power VE Services EWLM**** Portal Express Plus** Yes Yes Max N/A Yes No No Yes*** Yes Standard 520 Yes Enterprise 570 Yes Standard 570 Yes HA Edition 520, 570 Yes CBU Edition 570 Yes
Yes Yes Zero N/A Yes No No No No No No No
Yes Yes Max Yes Yes Yes*** Yes*** Yes*** Yes Yes Yes Yes
Yes Yes Zero Yes Yes No No No No No No No
Yes Yes Max Yes Yes No No No No Yes Yes No
Yes Yes Max Yes Yes No No No No No No No
DB2 Query Mgr and Yes SQL Dev Kit**** DB2 SMP**** DB2 Extenders XML and Text**** No No
*Includes licensing for WebSphere Express integrated with i5/OS as part of V5R3 ***Announced 8/24 in Enterprise Edition as part of Service Voucher
** 20 seats for 520, 60 seats for 570 ****1 Server License
Edition Details: 520, 570 Standard, Enterprise, ... - 2

Enterprise Standard 520 520 XML Toolkit* Performance Tools* HA Switched Resources* Media Extensions* BRMS* No Yes No No No No No No No No No No No No No No Enterprise 570 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Standard 570 No No No No No No No No No No No HA Edition 520, 570 No Yes Yes Yes Yes No No No No No Yes CBU Edition 570 No No No No No No No No No No No
Tivoli Monitor PAC for No WS* Tivoli Storage Manager (1 server + 5 clients1) No
One Standby Processor No Activation for Linux/AIX IXS Option IBM Service Vouchers2 No Yes IBM Learning Vouchers2 No
1 One
Server License
2 Learning and Services vouchers are not available in all countries. See your local IBM representative. AIX 5L added to the AIX Service Voucher in the model 570 Enterprise Edition.
570 Enterprise Edition processor activation consideration

Intended to encourage workloads such as Linux or AIX 5L Consider not choosing this no charge processor activation on 570 1-2 Way and 2-4 Way models
If you plan on using On/Off Capacity on Demand, one or more inactive processors must be available - true for licensing any operating system workload, but because i5/OS licensing is included in On/Off Capacity on Demand processor activation it is of particular interest
Purchasing a 570 1-2 Way:

If you accept the no-charge processor activation, you effectively have a 2/2-way with one i5/OS license. There are no inactive processors and On/Off Capacity on demand is not available to you. If you want to run i5/OS workload on the 2nd processor, you need to purchase an i5/OS processor license. If you frequently need the 2nd processor for any workload, then you should take advantage of the no-charge processor activation If you infrequently need the 2nd processor and were planning on using On/Off Capacity on Demand for i5/OS workload, then you should remove the no-charge processor activation feature code from your order (using eConfig)
Purchasing a 570 2-4 Way:

The 2/4-way is similar, but less confining as the resulting 3/4-way still has one (# 4) processor which can be used for On/Off Capacity on Demand. If you need two processors for On/Off Capacity on Demand for i5/OS workloads, you should also remove the no-charge activation from your 570 2.4-way order.
Notes: 570 Enterprise Edition processor activation

If you get a new* Enterprise Edition on your IBM eServer i5 model 570, one of the things you are offered is a no-charge processor activation. The concept behind the no-charge activation is to encourage workloads such as Linux or AIX 5L. However, there are situations where you may wish to not accept this no-charge activation, especially for the 1/2-way 570. 570 1-2 Way: If you plan on using On/Off Capacity on Demand, remember that inactive processors must be available. This is true for licensing any operating system workload, but because i5/OS licensing is included in On/Off Capacity on Demand processor activation it is of particular interest. If you purchased a 1/2-way and accepted the no-charge processor activation, you effectively have a 2/2-way with one i5/OS license. There are no inactive processors and On/Off Capacity on demand is not available to you. If you want to run i5/OS workload on the 2nd processor, you need to purchase an i5/OS processor license. If you frequently need the 2nd processor for any workload, then you should probably take advantage of the no-charge processor activation. If you infrequently need the 2nd processor and were planning on using On/Off Capacity on Demand for i5/OS workload, then you should remove the no-charge processor activation feature code from your order. (eConfig will let you remove it.)
Notes: 570 Enterprise Edition processor activation - 2

570 2-4 Way consideration is similar, but less confining as the resulting 3/4-way still has one processor which can be used for On/Off Capacity on Demand. If you need two processors worth of On/Off Capacity on Demand for i5/OS workload, you should also remove the no-charge activation from your 570 2.4-way order. It's also true for the 870 and 890, but typically of lower concern as the number of inactive processors is larger. Note, * "new" in this context is defined as 1. a new box/new serial number shipped from IBM 2. MES upgrade from an 820 or 830 (does not already have an edition) This does not apply to an MES upgrade from 810, 825, 870, 570 (already has an edition and will not be offered a no-charge processor activation)
Enterprise Edition Content Changes from V5R2

WebSphere Express included with i5/OS V5R3 order Effective September 2004, IBM Virtualization Engine for iSeries adds:
IBM Director Multiplatform to all V5R3 Operating System orders Enterprise Workload Manager to the Enterprise Editions
AIX 5L added to the AIX Service Voucher in the model 570 Enterprise Edition. Upon redemption of the service voucher, you will receive a copy of the selected operating system as part of the service engagement. Add WebSphere Portal Express Plus to more of product line
Included on 520, 570, 825, 870, 890 (810 remains without) 520 = 20 seats 570 = 60 seats Allowed edition simplification - removed redundant applications
Lotus Sametime and Lotus Quickplace
Datapropogator no longer included DB2 UDB for Linux not available until Linux on POWER5 is announced by the
Linux distributors
Edition Upgrade Rules Remain Consistent

820, 830, 840, & 890 (pre-edition)
Upgrades from non-edition servers to edition servers eligible for full edition content 520, 550, 570, 810, 825, 870, & 890 (edition)
520, 550, 570, 810, 825, 870, & 890 (edition)
Upgrades from edition servers eligible ONLY for OS/400 content and 5250 capacity
Notes: HA Edition converted to Enterprise Edition before upgrade no additional content in conversion Model 800 (Value to Standard to Advance Edition) only 5250 capacity on upgrade.
Other Considerations
Edition content has evolved over time. Expect further changes. Check the web for current definition.
http://www.ibm.com/servers/eserver/iseries/hardware/editions/index.html
Enterprise software is licensed to the customer and can be transferred to other servers in the enterprise. (i5/OS not transferable)
Software with processor licenses may need additional licenses if additional processors activated Software maintenance starts upon server installation, not registration Enterprise Edition Vouchers
Notes: Other Considerations

This slide list some of the other Enterprise Edition considerations. One important note is the availability education and service vouchers. There is a specific list of IBM education classes and services that purchasers of an Enterprise package are entitled to take advantage of provided these vouchers are available in your country. See the discussion of these vouchers toward the end of part 2 of this Technical Overview presentation, starting with the slide titled Enterprise Edition Vouchers.
eServer i5 520 Express and Value Editions
eServer i5 520 Express Editions

Five richly configured offerings at attractive prices
Available through selected channels, IBM business partners, geographies
These configurations are easy to buy and are in stock at distributors Easy ordering/pricing with Express Edition feature codes
#1 = 500/30 CPW
1GB memory (2) 35GB disk drives 30GB QIC tape DVD ROM Twinax P05 1 year SWMA i5/OS (DB2 UDB, WAS Express) --------------------------List Price $xx.xK Savings = > $5K**
#2 = 500/30 CPW
1GB memory (2) 15k rpm 35GB disk 30GB QIC tape DVD ROM Twinax P051 Year SWMA i5/OS (DB2 UDB, WAS Express) DB2 Query Manager, Query/400 iSeries Access, WDS --------------------------List Price $xx.xK Savings = $10K**
#3 = 1000/60 CPW
2GB memory (2) 15k rpm 35GB disk 30GB QIC tape DVD ROM Twinax P10 1 Year SWMA i5/OS (DB2 UDB, WAS Express) DB2 Query Manager, Query/400 iSeries Access, WDS --------------------------List Price $xx.xK Savings = $18K**
#4 = #2 Plus RAID
** Approximate savings, based upon US prices and relative to a comparably configured build to order 520
#5 = #3 Plus RAID
add 2 drives & 5709 List Price * $xx.xK Savings = $18K**
add 2 drives & 5709 List Price * $xx.xK Savings = $10K**
Notes: eServer i5 520 Express Editions (May 2004)

The 520 Express Editions were developed primarily through European marketing studies. These editions are available in most geographical regions in the world, but my not be available in all geographies. The goal of the 520 Express Editions is to offer a small number of fixed configurations that will meet the needs of most customers either as is or as a base starting point onto which other features will be added. IBM will drive for lower manufacturing costs by having fixed configurations which can essentially be built to stock and the customer will gain lower prices for these specific configurations. Changes to the configuration can be done by the distributor after it has been shipped from IBM or done by the customer as MES orders after it has been installed. In most countries, three to five fixed configuration options are available from IBM Manufacturing. If the order doesnt exactly match, it doesnt qualify for the Express Edition configuration and its price. A minimum order quantity is required the Express Edition configuration is targeted for distributors. The special bid process is used to provide the lower price in June and early July. A true Express Edition feature code is announced and available in July to make configuring/pricing/ordering easier. The 3 configurations are shown with a description of the components. The items in red are the ones which change as you move from #1 to #2 to #3. Note that compared to the full list price, the Express Edition configurations offer very significant savings. The 4th and 5th configurations (not available in some countries) is the same as 2 & 3, except a RAID controller and additional disk drives are added. The price is higher, but significant savings are projected. Notes: Prices (not actually shown) are based upon our IBM suggested list price for the USA as of June 2004. are subject to change and could vary in different countries. The Express Edition is not offered in some geographical regions or countries. The next 2 slides are tables giving more details on the eServer i5 520 Express Editions. Prices
520 Express Edition Details - Announced May

Config 1 CPW 520 Express specify FC Disk parity Protection Sys Console on Twinax Server FC Edition FC (Value) Anchor card ID Processor FC 2 Ethernet LAN 2-line WAN (vary by country) Disk controller non-RAID RAID Enabler Card 35GB Disk drives required Memory required 30GB QIC tape drive required DVD ROM required Twinax adapter required Desk side indicator required OS/400 V5R3 WAS Express SWMA SW Subscription SWMA Support Query DB2 Query & SQL Toolkit iSeries Access (5 users) WDS
Config 2 500/30 0286 mirror 5540 0900 7450 7450 8950 included 9793/94 included no 2 x 15k 4444 - 1GB 5753 2640 4746 7885 5722-SS1 5722-WE1 5733-SU1 5733-SX1 5722-QU1 5722-ST1 5722-XW1 5722-WDS
Config 3 1000/60 0286 mirror 5540 0901 7451 7451 8951 included 9793/94 included no 2 x 15k 4447 - 2GB 5753 2640 4746 7885 5722-SS1 5722-WE1 5733-SU1 5733-SX1 5722-QU1 5722-ST1 5722-XW1 5722-WDS
Config 4 500/30 0285 0041 - raid 5540 0900 7450 7450 8950 included 9793/94 included 5709 4 x 15k 4444 - 1GB 5753 2640 4746 7885 5722-SS1 5722-WE1 5733-SU1 5733-SX1 5722-QU1 5722-ST1 5722-XW1 5722-WDS
Config 5 1000/60 0285 0041 - raid 5540 0901 7451 7451 8951 included 9793/94 included 5709 4 x 15k 4447 - 2GB 5753 2640 4746 7885 5722-SS1 5722-WE1 5733-SU1 5733-SX1 5722-QU1 5722-ST1 5722-XW1 5722-WDS
500/30 0286 mirror 5540 0900 7450 7450 8950 included 9793/94 included no 2 x 10k 4444 - 1GB 5753 2640 4746 7885 5722-SS1 5722-WE1 5733-SU1 5733-SX1 N/A N/A N/A N/A
Cryptographic Access 5722-AC3 and Client Encryption 128-bit 5722-CE3 not shown
Notes: eServer i5 520 Express Edition Details May 2004

This slide shows the structure implemented in May 2004 for much of the world. To properly be recognized as a Express configuration, use 0825 feature codes when ordering. Note that 0825 also tells IBM manufacturing to turn disk RAID protection on. The business partner or customer can turn RAID protection off at their site if desired. But either disk mirroring or RAID are always considered prudent precautions. Note that express configurations are only available as deskside configurations. Racked configurations are not available as an express configuration Originally only configurations 1, 2, and 3 were announced May 4th. Configurations 4 and 5 were added shortly afterwards and are not available in all countries. Configurations 4 and 5 are higher priced than 2 and 3 as the 5709 and additional disk drives increase the cost.
520 Express Edition Details - Announced July 13 Shipped July

Config 1 CPW 520 Express specify FC Disk parity Protection Sys Console on Twinax Server FC Express Edition FC Anchor card ID Processor FC 2 Ethernet LAN 2-line WAN (vary by country) Disk controller non-RAID RAID Enabler Card 35GB 15k rpm drives required Memory required 30GB QIC tape drive required DVD ROM required Twinax adapter required Desk side indicator required OS/400 V5R3 WAS Express SWMA Query DB2 Query & SQL Toolkit iSeries Access (5 users) WDS Config 2 Config 3 Config 4 500/30 n/a 0041 - raid 5540 0900 7417 7450 8950 included 9793/94 included 5709 4 x 4326 4444 - 1GB 9653 2640 9746 7885 5722-SS1 5722-WE1 5733-XU1 5722-QU1 5722-ST1 5722-XW1 5722-WDS Config 5 1000/60 n/a 0041 - raid 5540 0901 7420 7451 8951 included 9793/94 included 5709 4 x 4326 4447 - 2GB 9653 2640 9746 7885 5722-SS1 5722-WE1 5733-XU1 5722-QU1 5722-ST1 5722-XW1 5722-WDS 500/30 500/30 1000/60 n/a n/a n/a 0040 - mirror 0040 - mirror 0040 - mirror 5540 5540 5540 0900 0900 0901 7411 7413 7414 7450 7450 7451 8950 8950 8951 included included included 9793/94 9793/94 9793/94 included included included no no no 2 x 4326 2 x 4326 2 x 4326 4444 - 1GB 4444 - 1GB 4447 - 2GB 9653 9653 9653 2640 2640 2640 9746 9746 9746 7885 7885 7885 5722-SS1 5722-SS1 5722-SS1 5722-WE1 5722-WE1 5722-WE1 5733-XU1 5733-XU1 5733-XU1 N/A 5722-QU1 5722-QU1 N/A 5722-ST1 5722-ST1 N/A 5722-XW1 5722-XW1 N/A 5722-WDS 5722-WDS
Cryptographic Access 5722-AC3 and Client Encryption 128-bit 5722-CE3 not shown
Notes: eServer i5 520 Express Edition Details July 2004

This slide shows the changes announced in July 2004. Two additional feature codes are used (bottom 2 stars) to provide the correct pricing. These are no-charge feature codes.
eServer i5 520 Value Editions

Feature 7450
I5/OS licenses: 1 (DB2 UDB, WAS Express) Additional software: None Support for multiple operating systems (i5/OS, AIX 5L, and Linux) Support for Web modernization (enhanced WebFacing tool support) Support for LPAR (up to two partitions per processor) Processor CPW: 500 Fixed 5250 OLTP CPW: 30 Limited set of hardware, for example:
Main memory: .5 GB Imbedded disk controller supports up to 4 disk drives Base Number of Disk Drives: 1 Embedded 2 port Ethernet LAN
Feature 7451
I5/OS licenses: 1 (DB2 UDB, WAS Express) Additional software: none Support for multiple operating systems (i5/OS, AIX 5L, and Linux) Support for Web modernization (enhanced WebFacing tool support) Support for LPAR (up to two partitions per processor) Processor CPW: 1000 Fixed 5250 OLTP CPW: 60 Limited set of hardware, for example:
Main memory: 1 GB Imbedded disk controller supports up to 4 disk drives Base Number of Disk Drives: 1 Embedded 2 port Ethernet LAN
Comparing Model 520 Editions to Model 800 Editions

Minimum Config Enriched Config Enriched Config Minimum Config Enriched Config Minimum Config Enriched Config
800
Edition Processor CPW 5250 OLTP CPW Memory (Min Required) Disk/tape controller required Disk (Min required) Tape drive required Value 300 25 .25 GB 1 1 No
800
Standard 300 25 .5 GB 1 2 Yes VXA-2 or QIC 1 10/100 Yes Yes
800
Advanced 950 50 1 GB 1 2 Yes VXA-2 or QIC 1 10/100 Yes Yes
520
Value 500 30 .5 GB 1 no charge imbedded 1 No
520
Express 500 30 1 GB 1 no charge imbedded 2 Yes QIC 2 10/100/1000 Yes No/Yes
520
Value 1000 60 1 GB 1 no charge imbedded 1 No
520
Express 1000 60 2 GB 1 no charge imbedded 2 Yes QIC 2 10/100/1000 Yes Yes
No-charge Ethernet LAN No-charge twinax IOA

Additional software included (other than OS/400)
1 10/100 No No
2 10/100/1000 No No
2 10/100/1000 No No
Notes: Comparing Model 520 Editions to Model 800 Editions

On the left are model 800 minimum configuration requirements. The model 800 300/25 CPW Value and Standard Editions are essentially a minimum and a richer configuration respectfully. But the 950/50 CPW Advanced Edition didnt have a minimum configuration option. It only has the richer configuration. Customers who didnt want the twinax or specific tape option in the Advanced Edition did not have a way to remove the option and see a lower price. The 520 Value Edition addresses this by establishing a minimum configuration for both the 500/30 and 1000/60 CPW.
Memory Main Storage
Memory eServer i5 520, 550, and 570 Summary

8 memory slots per processor card
1 processor card per 520 2 processor cards per 550 1, 2, 4, 6, or 8 processor cards per 570
4 DIMMs ordered as 1 memory feature code

DIMM size from 256MB to 8GB (varies by model) quad plugging rules (One exception: smallest 520-0900 (500/30 CPW) can use 2 small
DIMMs)
Minimum of one quad per processor card (for performance reasons) Optimal performance by same/similar total MB of memory per processor card
570 offers on demand memory Memory attractively priced. No trade-ins or conversions Memory $/MB for larger memory features is higher
Up to nearly 3x list price difference
Notes: Memory eServer i5 520 and 570

This slide summarizes memory considerations that apply to both the 520 and 57 models. Red text indicates newly announced in July 2004. Configuration rule: You must have at least one quad of memory per processor card. Performance can be substantially impacted if this rule is not followed. IBM configurators will treat any configuration which does not meet this rule as invalid. Depending on the customers environment, balancing memory (same or very similar amount of total memory per processor card) can help optimize performance. The amount of this potential increase is very workload dependent. It can be several percent on a system with a large number of active threads. Because memory is very attractively priced, there are no memory trade-ins or memory conversions. It is important to note: That if a small memory feature code is replaced by a larger memory feature code at a later dated and there are no available slots, the old memory may need to be removed and there is no reimbursement to the customer. Reflecting the higher cost of manufacturing the larger memory technology, the cost per MB is higher. That is, the more smaller memory features may cost less, but use memory slots. This is fine as long as the a significant amount of memory does not need to be added at a later time.
Memory eServer i5 520, 550 Details

Model 520 1-way or 2-way
8 memory slots per 520 DDR-1 DIMMS: 256MB, 512MB, 1GB, 2GB, 4GB Plugged in quads (4 identical DIMMs at a time) - One exception: smallest 520 (0900/8950 with 500/30 CPW can use (2) 256MB = 512MB = #4443
(4) 256MB = 1GB = #4444 (4) 1GB = 4GB = #4445 (4) 4GB = 16GB = #4450 Model 550 1/4-way
(4) 512MB = 2G = #4447 (4) 2GB = 8GB = #4449
8 memory slots per processor card x 2 processor cards = 16 total memory slots Must have at least one quad of memory DIMMs on each processor card for performance For best performance recommend same or similar MB of memory on each processor card (balanced memory) Same DDR-1 DIMMS as 520: 256MB, 512MB, 1GB, 2GB, 4GB Plugged in quads (4 identical DIMMs at a time)
(4) 256MB = 1GB = #4444 (4) 1GB = 4GB = #4445 (4) 4GB = 16GB = #4450
(4) 512MB = 2G = #4447 (4) 2GB = 8GB = #4449
Memory Cards Migration: iSeries 810 to eServer i5 model 520

Eligible for migration from i810 ( required multiples of 4!) #3093 one 512 MB DIMM #3094 one 1024 MB DIMM #3096 one 2048 MB DIMM 2-way 810 (810-2469) memory is not compatible and does not migrate
Notes: Memory for IBM eServer i5

This slide shows all available memory features for model 570 including new features announced in July 2004. The #4492 32GB memory feature greatly expands the model 570 memory maximum capacity with large size 8GB DIMMs. However, please note the following considerations: 1. #4492 requires new processor feature (#8971) instead of current processor feature(#8961). This is the only one difference between #8971 and #8961. 2. #4492 can not be configured with other memory features. 3. General Availability (GA) date of #4492 expected to be December 2004. The #7890 4GB/8GB on demand memory feature brings on demand capability not only for processor but also for memory. As a 4GB memory, #7890 is more expensive than #4490, but it has flexible memory size expansion capability without adding more DIMMs. For more details, please refer to the On Demand part of the Technical Overview presentation. The i5 model 570 memory price is set lower than previous iSeries model. However, memory conversion or trade-in is not provides. As previously discussed, the decision of total memory size and selection of memory feature would be considered with the number of memory slots used and reserved for the future. In addition to that, there are some performance considerations that is described in next page.
Memory - 570 Summary

Memory
N-way Maximum GB Minimum GB
( must have 4 DIMMs per processor)

1/2 64 2 2/4 128 4 5/8 256 8 9/12 384 12 13/16, 2/16 512 16
New 8GB DDR-1 DIMMS
(32GB feature #4492)
Cannot be mixed with other size DIMMS on the same processor card GA scheduled for December 2004 (eConfig support available late August 2004)
On demand memory
(4) 2GB DIMMS activated = 4/8GB Fully activated (8/8GB): same price as 8GB, 4/8GB has price premium over 4GB CUoD (permanent activation): 1GB memory increments On/Off Capacity on Demand: 1GB memory day billing increments Not included in Reserve Capacity on Demand
Notes: Memory - 570 Summary

This slide shows a summary of the 570 memory features and considerations we have just covered. The #4492 32GB memory feature greatly expands the model 570 memory maximum capacity with large size 8GB DIMMs. However, please note the following considerations: 1. #4492 requires new processor feature (#8971) instead of current processor feature(#8961). This is the only one difference between #8971 and #8961. 2. #4492 can not be configured with other memory features. 3. It is running at a slower memory clock speed. (The slower clock speed is more than made up by having additional memory). It is also not anticipated to be available until late in 2004. You wont be able to configure this memory in eConfig until late August 2004 4. General Availability (GA) date of #4492 expected to be 4Q 2004. The #7890 4GB/8GB on demand memory feature brings on demand capability not only for processor but also for memory. As a 4GB memory, #7890 is more expensive than #4490, but it has flexible memory size expansion capability without adding more DIMMs. Memory can be permanently activated in 1GB increments on the new 4/8GB memory feature. 8GB is physically shipped, but unless permanently or temporarily activated, only 4GB is available to the eServer. An HMC is required to activate the memory and assign it to the correct partition (even if only one partition). Reserve CoD is only for processors, not memory. But Trial Capacity can activate memory as well as processors.
Memory Cards for IBM eServer i5 model 570 Details

4 DIMMs ordered as 1 memory feature code Features for model 570 #4452 (2GB) with 4 x 512 MB DIMMs #4490 (4GB) with 4 x 1024 MB DIMMs #4454 (8GB) with 4 x 2048 MB DIMMs #4491 (16GB) with 4 x 4096 MB DIMMs #4492 (32GB) with 4 x 8192 MB DIMMs Available December 2004 Eligible for migration from i825 ( required in multiples of 4 !) #3043 one 512 MB DIMM #3044 one 1024 MB DIMM #3046 one 2048 MB DIMM 570 offers on demand memory features 4/8GB
#7890 (4/8GB) with 4 x 2048 MB (2 GB) DIMMs

Memory attractively priced. No trade-ins or conversions
Memory slots on model 570 Processor card

One Dual Chip Module (DCM)
2 processors per chip. Consider this a board Processor card
C1 C2 C3 C4 C5 C6 C7 C8
8 memory slots per processor card

1 or 2 processor card(s) in each enclosure
POWER5 1-2 WAY
Quad plugging rules

4 DIMMs ordered as 1 memory feature code
For best performance

Use a minimum of one quad per processor card Place the same/similar total MB of memory per processor card
Notes: Memory slots on model 570 Processor card

Each processor card must have at least 2 GB of memory installed. Remember, the model 570 memory slots resides on the processor card. For optimal performance , IBM very strongly recommends: 1. Installing at least one memory feature (one quad of memory DIMMs) per each processor card installed. 2. Each processor card have an equal amount of memory installed. Balancing memory across the installed processor cards allows memory accesses in a coordinated parallel manner and can be utilized to provide optimal performance. 8 GB DIMMs cannot be installed on the same processor card with smaller capacity DIMMs. This rule applies to the #4492 and #7935 memory features. Plans for future memory upgrades should be taken into account to obtain optimal performance without limiting future memory expansion. That is, if you minimize initial cost of memory by using lower cost DIMMs and then need to add memory in the future, that new memory may be packaged in different-sized
memory DIMMs. This would cause you to replace your original DIMMs as well.
If you wish to optimize the balancing of memory, please check the manual selection' mode on the Products tab in e-config and select appropriate quantities of memory features directly on the 'System tab.)
I/O Controllers and Devices
PCI controllers and devices summary

Existing PCI attachments supported:
All 10K & 15K rpm disks are supported on POWER5 processor-based servers Current High Speed Link I/O towers, except #5078, #0578, #5075 IXS, IXA supported in I/O towers
Concurrent I/O tower and IXA add/remove* Some new controllers and adapters announced May and July 2004
* Available August 31, 2004
New I/O Controllers and Devices: May, July 2004
Notes: New I/O Controllers and Devices: May, July 2004

This section discusses new or changes to existing I/O devices and I/O controllers that can attach to the eServer i5 systems. There is no chart on this, but you must note the following (mentioned at the in the first pages in this presentation discussing the 520, 550, and 570 models: Current technology IXS cards for iSeries and POWER5 systems that fit inside a current non-POWER5 system Central Electronic Complex (CEC) do not fit within any 5xx enclosure. If used on a 5xx system, they need to be placed into a supported I/O Tower. The card is too large to fit. IBM is working a new technology IXS card that will fit into the 5xx enclosure. Availability has not been announced so you are reminded that IBMs plans and directions are subject to change without notice.
New I/O supported by eServer i5 systems

2780 PCI-X Ulira4 RAID Disk Controller (high disk I/O rates) Imbedded and 5709 Disk Controller for processor enclosure (does not require a PCI slot-less) 5715/5712 PCI-X Disk/Tape and Tape Controller (low to moderate I/O rates) 5706/5707 Dual Port Gigabit Ethernet IOA (IOP-less) eServer i5 AIX 5L and Linux Native I/O
2780 PCI-X Ultra4 RAID Disk Controller
757MB write cache - as same as #2757 Plus 1GB read cache Same price as #2757 - essentially an enhanced #2757 i5/OS V5R3 on eServer i5 only AIX5L Linux
Concurrent maintenance battery reduces scheduled downtime
Notes: PCI-X Ultra 320 SCSI Disk Controller - 1

The new #2780 replaces the #2757 (introduced during 2003) in most sales situations for any iSeries POWER5 server. The #2757 is the fastest Disk Controller supported on the 8xx systems through August 2004. The 2780 is essentially a #2757 with two important enhancements. For most customers the most important enhancement over #2757 is the ability to remove its battery without scheduling downtime. The server and the card can continue running, even while the battery is removed and replaced. In addition, a 1GB read cache has been added. The 2780 read cache feature has the ability to reduce disk response time for workloads that are read intensive. Other workloads that do not result in a high read cache hit rate will not receive any benefit. #2780 will be available July 2004. Please refer to the iSeries Performance Capabilities Reference manual (July 2004 update) for the latest performance information. This is also discussed in the Performance Update presentation of the Technical Overview presentation set. Notes: The #2780 can be used only with I/O towers/drawers connected to the model 520 and 570 for the following reasons:
The 520 enclosure does not support #2780 as second disk controller The 570 enclosure requires #5709 RAID enablement card which controls all 6 DASD slots inside its enclosure Consider in any high availability environment with a significant proportion of disk write operations, bus level mirroring is recommended any time there are disk controllers with a large amount of write cache (10 MB cache and above). RAID protects against disk failures. However, in mission critical application environments, bus level mirroring provides protection above the IOA and IOP level.
Imbedded and 5709 Disk Controllers for 520/570

Imbedded base controller (no-charge)
Imbedded on the planer
No PCI-X slot required
Controls disks, DVD, Tape inside 520/570 enclosure only No RAID support No cache (read or write) Supports up to 8 disk drives
#5709
#5709 RAID Enabler card (chargeable)

Fits into dedicated slot on 520/570
No PCI-X slot required
Controls DASDs, DVD, Tape within enclosure Using RAID requires at least 3 disk 16MB write cache Like a daughter card for base controller Optional for model 520 Required for model 570 enclosure
Improves performance over imbedded base controller

Near #5703 throughput Supports max of 6 or 8 disks If performance is concern for 520, can be used to control 4 drives; with #5703 used for other 4 drives
Not for I/O Tower use
Notes: Imbedded and 5709 Disk Controllers for 520/570

On eServer i5 model 520 and 570, There are two type of disk controllers which do not require PCI card slot to control DASDs and DVD drive inside the 520/570. The first one is the imbedded controller. This is essentially on the backplane and always comes with the model 520 or 570 and is provided at no charge. Though it doesnt offer RAID protection, it does support OS/400 mirroring. Its conceptually similar to the #5705 disk controller. Estimate satisfactory performance at up to 120-140 disk operations per second. The second one is the additional cost (on the 520) #5709 which provides RAID-5 capability and a 16MB write cache. The 5709s capacities are conceptually similar to the #5703, but is placed in a dedicated slot within the processor enclosure, where it does not use a PCI-X slot. This is conceptually a daughter card off the base controller. It is optional for the model 520 and required for the 570. In most application environments the capacities of the more expensive PCI-X disk controllers, such as the #2757, or #2780 would be significantly underutilized for a maximum of 6 or 8 disk drives. A general guideline would be that the imbedded disk controller without RAID could sustain disk I/Os per second rate in the range of 350-400. With the #5709 RAID enabler card estimate a range up to 320 I/Os per second. See the Performance presentation for more details. See also the July 2004 Performance Capabilities Reference manual.
5715/5712 PCI-X Disk/Tape and Tape Controller

#5715 PCI-X Disk/Tape Controller
Provides one SCSI port for external removable media devices, (tape/CD/DVD) and one SCSI port for up to six internal disk units Not RAID capable Follow-on to #5705 PCI-X Disk/Tape Controller Can be installed in #0595/#5094/#5095/#5294 expansion units, in the Model 520 system unit enclosure and in the model 570 processor enclosure Placement within the #5094 and #5294 I/O towers for lower cost partitioning Supported on V5R3 and POWER5 server
#5712 PCI-X Tape Controller

SCSI Ultra-320 PCI attachment capability for up to two external tape/CD/DVD devices. Up to two external tape devices or an external CD/DVD device that has a single-ended SCSI interface Follow-on to #5702 PCI-X Tape Controller Supported on V5R3 and POWER5 server
Low Voltage Differential (LVD) connection support
Notes: 5715/5712 PCI-X Disk/Tape and Tape Controller

The #5715 PCI-X Ultra-320 SCSI Tape / Disk Controller provides one SCSI port for external removable media devices, and one SCSI port for up to six internal disk units. RAID protection is not supported. When two removable media devices need to be supported, a #5712 should be ordered. A #5715 can be installed in the eServer model 520 and model 570 system unit and in the attached #0595/#5094/#5095/#5294 expansion units. The external tape port supports one, or a combination, of these devices: 3580-L23 IBM TotalStorage Ultrium 2 Tape Drive 3582-L23 IBM Ultrium Tape Library, LVD Ultrium 2 drive feature 3583-Lxx IBM Ultrium Scalable Tape Library, LVD Ultrium 2 drive feature 3584 UltraScalable Tape Library, LVD Ultrium 2 drive feature 7206-VX2 80 GB VXA-2 External Tape Drive 7207-122 QIC-SLR Tape Bridge Box (4 GB External -inch Cartridge Tape Drive) 7208-345 60 GB External 8mm Tape Drive 7210-020 External CD-ROM 7210-025 External DVD-RAM 7329-308 SLR100 -inch Tape Autoloader One 7210-025 External DVD-RAM and one 7210-025 External DVD-RAM The two devices are daisy chained. One 7210-025 External DVD-RAM and one 7210-020 External CD-ROM: The two devices are daisy chained with the 7210-025 physically connected first No #0120 attachment specify code is required for the 7210-020.
Notes: 5715/5712 PCI-X Disk/Tape and Tape Controller - 2

The 5715 essentially replaces the 5705. The 5712 essentially replaces the 5702. They feature an upgraded set of internal code. Functionally they are identical with the 5705 and 5702 except the 5715 can be configured in the 5094/5294 I/O tower with more flexibility. This flexibility may be of advantage if while partitioning you are creating small disk spaces. The external SCSI ports for both the #5712 and the #5715 enable Low Voltage Differential (LVD) connection support and have a 68-pin VHDCI physical interface. Note: The 5702, 5705, 5712 and 5715 look physically identical. They all have the same CCIN number, 5702. The 5702 and 5705 are identical and have different ordering numbers to help the configurator understand how to use the card. Likewise the 5712 and 5715 are identical.
PCI-X IOP-Less Dual Port Ethernet Adapter

Two up to 1Gbps each ports Feature 5706 with Unshielded Twisted Pair (UTP) cables Feature 5707 with Optical Fiber (SX) cables TCP/IP only; no SNA or Operations Console over the LAN First adapters for i5/OS that do not require an IOP Some IOP functions included in adapter
Large Send (TCP Segmentation) Checksum offload
Negligible additional overhead to main processor POWER5 systems only Connects to any Ethernet LAN with or without a switch 1Gbps/100Mbps/10Mbps support in any fashion, except: Cross-over cable is not supported
Notes: IOP-Less Dual Port Ethernet Adapter

Both new Ethernet Adapters (TCP/IP only) do not require an IOP, these IOP-less adapters have imbedded components that replace former IOP provided functions. Other functions are offloaded to the server, minimal overhead on the server CPU can be expected. These new adapters are supported on eServer i5 hardware only. For optimum performance, either adapter should be placed in a 64 bit PCI-X card slot whenever possible. Note for each of these adapters, both ports must be assigned to the same logical partition. Both the #5706 and #5706 support jumbo frames when running at the 1000 Mbps (1 Gbps) speed. Both adapters support a function called 'Large Send' or sometimes known as TCP Segmentation. This function offloads the TCP segmentation operation from the IP layer to the adapter for outgoing (transmit side) TCP segments. They also support a function known as "Checksum Offload" which offloads the TCP/UDP Checksum Operation workload from the system to the adapter. Limitations: The 1000 Mbps (1 Gbps) speed is not supported in Half Duplex (HDX) mode. SNA protocol is not supported. Neither adapter can be used for Operations Console over the LAN. Operations Console over the LAN support is planned in a future i5/OS release. See the following heading for information on witch-over cabling support. Feature #5706: is a 2-port 1000/100/10Mbps Base-TX Ethernet PCI-X Adapter. This Full Duplex Gigabit Ethernet adapter is designed with highly integrated components. This adapter can be configured to run each port at 1000, 100, or 10 Mbps data rates and interfaces to the system via a PCI or PCI-X bus and connects to a network using a 4-pair CAT-5 Unshielded Twisted Pair (UTP) cable for distances of up to 100m. This adapter conforms to the IEEE 802.3ab 1000Base-T standard. Attributes provided: Two full-duplex 1000/100/10Base-TX UTP connections to Gigabit Ethernet LANs. Attributes required: One 3 volt PCI or PCI-X card slot (either long or short).
Notes: IOP-Less Dual Port Ethernet Adapter - 2

Feature #5707: is a 2-Port Gigabit Ethernet-SX PCI-X Adapter that provides two 1Gbps (1000 Base-SX) fullduplex Ethernet LAN connections over a shortwave multimode optical cable that conforms to the IEEE 802.3z standard. The adapter supports distances of 260m for 62.5 micron Multi Mode Fiber (MMF) and 550m for 50.0 micron MMF. The 2-Port IBM Gigabit Ethernet-SX PCI-X Adapter has two LC type connectors on the card. Attributes provided: Two full-duplex 1000Base-SX fiber connections to a Gigabit Ethernet LANs. Attributes required: One 3V PCI or PCI-X card slot (either short or long).
Notes: IOP-Less Dual Port Ethernet Adapter - 3

Cross over cable information The communication ports of these adapters can connect to a network, optionally interfacing though a switch. Neither of the Ethernet ports of the 5706 nor the 5707 adapters (nor available new during 2003 features #5700 or #5701 adapters) formally support using cross-over cable attachment between two systems or a system and a device. That said, a cross-over cable connection using any of these adapters may work, especially at low to intermediate speeds. However, because of possible errors as speeds increase toward the 1 gigabits range, IBM does not provide defect support should problems arise. Technical description: Any of these adapters can use a straight-through or crossover cable to connect two adapters back to back. This is because the adapter performs automatic detection of straight-through or crossover as it uses the MDI-X Phy technology (as do almost all gigabit copper adapters available in todays environment). During laboratory testing it has been shown that when running at a low to moderate rate of data exchange, data exchange is successful. However, as the band width increases (more data exchanged), errors can start to occur when using a cable only connection. The buffering ability of a switch is invaluable when running gigabit cards at high bandwidth for numerous reasons. Two of the most important ones are: The gigabit cards have very limited buffering capacities With this limited buffer capacity, when the system processor is heavily loaded itself, it may not be able to service the card as quickly as necessary to process the data. If you are able to get the link up while using crossover, the problems above are the biggest concern from a performance perspective. When using gigabit cards it is just best not to use crossover for anything.
IBM 7212 Model 102: New Features*

SLR60 Tape Drive feature
Provides up to 37.5 GB physical storage capacity and up to 4 MB per second transfer rate (up to twice that with compression)
SLR100 Tape Drive feature

Provides up to 50 GB physical storage capacity and up to 5 MB per second transfer rate (up to twice that with compression)
DVD-RAM 2 drive feature

CD-recordable and CD-Read/Write disk device Provides up to 9.4 GB physical capacity at up 2.77 MB per second transfer rate (28 GB capacity with 3:1 compression)
Requires: iSeries (Models 7xx and 8xx) and AS/400 servers: Drive features require OS/400 V5.2, or later, on all models of the 9406 iSeries server. i5 servers: Drive features require IBM i5/OS V5.3, or later. pSeries and RS/6000 servers: The SLR60 Tape Drive, SLR100 Tape Drive, and DVD-RAM 2 drive features require AIX V5.1.0 with update CD LCD4-1103-07, or later.
pSeries and iSeries

* Continues to include VXA-2 Tape Drive, and DVD-ROM Drive
Notes: IBM 7212 Model 102: New Features

The IBM 7212 Model 102 TotalStorage Storage Device Enclosure offers three new drive features, supported by most models of the IBM pSeries, RS/6000, iSeries, and AS/400 families of servers. The SLR60 Tape Drive and SLR100 Tape Drive features both incorporate a 4-channel Scalable Linear Recording technology with extensive internal self-test capability designed to help verify operation. The SLR60 Tape Drive is designed to provide physical storage of 37.5 GB (75 GB with 2:1 compression) per data cartridge and sustained data rate of up to 4 MB per second, 8 MB per second at 2:1 compression. It is downward compatible with most members of the current 1/4-inch (QIC) tape family, including many QIC drives used in iSeries and AS/400 servers. The SLR100 Tape Drive is designed to provide physical storage of 50 GB (100 GB with 2:1 compression) per data cartridge and sustained data rate of up to 5 MB per second, 10 MB per second at 2:1 compression. It is downward compatible with the SLR60 and with many members of the current 1/4-inch (QIC) tape family, including many QIC drives used in iSeries and AS/400 servers. The DVD-RAM 2 drive feature is both a CD-recordable and CD-Read/Write device offering up to 9.4 GB of physical storage capacity on DVD. Using 3:1 compression, a single disk can offer up to 28 GB of physical capacity, making it well suited for unattended backups. The DVD-RAM 2 has an average test access time of 125 milliseconds (ms) for CD-ROM and 165 ms for DVD-RAM. The data transfer rate is up to 2.77 MB per second and accommodates both 12 cm and 8 cm disks. It is designed to read multisession disks, CDrecordable disks, and CD-RW disks with physical disk capacities of 2.6 GB, 4.7 GB, 5.2 GB, and 9.4 GB. 5.2 GB and 9.4 GB physical capacities can be achieved by using double-sided DVD-RAM (Type 4) disks. In addition to the three new drives highlighted above, the iSeries and AS/400 servers also support the previously announced 7212 Model 102 features, VXA-2 Tape Drive, and DVD-ROM Drive. See Hardware Announcement letter 104-169, dated May 4, 2004
IBM 7210 Model 030 DVD support

Can store up to 9.4 GB of physical capacity on DVD-RAM Up to 155 ms access for DVD-RAM Write DVD-RAM, CD-RW, and other CD-recordable media Read DVD media in 2.6 GB, 4.7 GB, 5.2 GB, and 9.4 GB formats Read CD-ROM media in Modes 1 or 2, XA, CDDA, and audio formats Read multi session disks, CD-recordable disks, and CD-RW disks Provide line out for audio Accommodate both 8-cm and 12-cm media Operate in vertical or horizontal positions (8-cm horizontal only)
Requires An iSeries (Models 7xx and 8xx) or AS/400 server with OS/400 V5.2, or later An IBM i5 server with IBM i5/OS V5.3, or later A pSeries or RS/6000 server with AIX V5.1, or later
pSeries and iSeries
Notes: IBM 7210 Model 030 DVD Support

The 7210 Model 030 External DVD-RAM drive is designed to provide data interchange capability in support of Logical Partition (LPAR) configurations for IBM e-Server iSeries and pSeries servers. In addition, this new high-performance DVD-RAM drive from IBM's StorageSmart family of products can help you accomplish many tasks quickly. Stores more data The 7210 Model 030 provides write capability for DVD-RAM, CD-recordable, and CD-RW media. The Model 030 provides you with up to 9.4 GB of physical storage space on a DVD-RAM disk. Software that may have been distributed on multiple CDs may now only need one DVD-RAM disk. Using 3:1 compression, a single disk has a physical capacity of up to 28 GB, making it well suited for unattended saves and backups. Model 030 features average test access times of 125 milliseconds (ms) for CD-ROM and 165 ms for DVD-RAM, to help you access software, technical manuals, updates, images, and other vital material on CD-ROM or DVDRAM quickly and efficiently. The data transfer rate is roughly equivalent to a 32X speed CD-ROM, or about 2.77 MB per second average sustained. Improved flexibility and support The 7210 Model 030 is flexible and is designed to support synchronous and asynchronous data transfer and accommodates both 12-cm and 8-cm disks. It is designed to read multisession disks, CD-recordable disks, and CD-RW disks. DVD disk physical capacities of 2.6 GB, 4.7 GB, 5.2 GB, and 9.4 GB are supported. Note: Disk capacity options are 2.6 GB and 4.7 GB per side. The 5.2 GB and 9.4 GB capacities can be achieved by using double-sided DVD-RAM (Type 4) disks. The IBM 7210 External DVD-RAM Drive enhances the function and capabilities of the iSeries, AS/400, pSeries, and RS/6000 servers See Hardware Announcement letter 104-168, dated May 4, 2004
#2749 PCI Ultra Magnetic Media Controller Summary

A primary non-SAN controller for fast tape devices (349x, , 357x, 3580 tape subsystem and tape library configurations Connects to new 520, 570 systems Early Customer Programs indicate excellent save/restore performance using 5xx systems and #2749 attached devices Limited new order (parts supply will cause eventual removal from new orders during 2H 2004) Recommendations for new configurations:
Use 5702/5705 or new POWER5 5712 /5715: Attach newer tape drives
eServer i5 AIX 5L and Linux Direct I/O

Many non i5/OS features added to M/T 9406 feature number
Disk, LAN, WAN, cables, keyboards, displays, etc Usable by AIX 5L or Linux partition Not supported by i5/OS Can be placed in iSeries I/O towers/drawers
Examples: PCI USB 2.0 IOA, 10GBps Ethernet IOA,
Some commonly supported on multiple OSs

#5712, #5703, and #2780 controller iSeries disks attached to these controllers
Some pSeries I/O drawers supported on eServer i5

Not supported by i5/OS Can be ordered by separate machine type/serial number Example: #7311-D20 I/O drawer
Notes: eServer i5 AIX 5L and Linux Direct I/O

The two different product line eServer i5 and eServer p5 derived from the same POWER5 server technology. Along with AIX support on i5 LPAR environment, several new features was introduced to eServer i5. There are several hardware features that is orderable as eServer i5 feature but can not be used by i5/OS in July 2004 announcement. These are for the use of AIX and/or Linux partition only. For example, PCI USB 2.0 IOA, 10GBps Ethernet IOA, 146GB 10KRPM DASD, and Keyboards for several languages are such type of feature. See the Sales manual for the complete list. Some hardware features could be used for the both of i5/OS and non-i5/OS partition on eServer i5 server. #5703, 5715, 2780 disk controllers are features of this type. iSeries disk drives with their 520 byte formatting and skip/read/write functionality CAN be used by AIX or Linux if attached to #5703, 5715, 2780 disk controllers. This is an additional option to using i5/OS and virtual storage for providing storage devices for AIX and Linux partition with i5 hardware. 7311-D10/D11/D20 pSeries I/O drawers are also supported on eServer i5. These towers leverages the same system I/O bus technology (HSL-2/RIO-G) as iSeries. For more details, please refer to the HSL-2/RIO-G Towers chapter of this presentation. Note: The eServer i5 server can host multiple operating systems, but hardware feature support status is different by each OS. Check Sales manual and utilize tools (for example, LPAR Validation Tool - LVT) for careful planning .
Integrated xSeries Adapter (1519-200)
Extends IXA support to new IBM eServer x236 and x346 Does not replace 1519-100 IXA for other xSeries models Supported on eServer i5 systems and iSeries (270, 8xx) systems
OS/400 V5R2 or later Windows 2000 Server & Windows Server 2003 Support, and... Intel Linux operating systems:
Red Hat Enterprise Linux 3.0 ES Edition Red Hat Enterprise Linux 3.0 AS Edition
See ibm.com/eserver/iseries/windowsintegration/xseriesmodels
Notes: Integrated xSeries Adapter (1519-200)

All xSeries server models listed in the tables at the iSeries website on this slide are supported when using the following Windows operating system versions: Microsoft Windows Server 2003 Standard Edition Microsoft Windows Server 2003 Enterprise Edition Microsoft Windows Server 2003 Web Edition Microsoft Windows 2000 Server Microsoft Windows 2000 Advanced server Only xSeries server models x346, x236, x445, x440, x365, x360 and x235 listed in the website tables are supported on OS/400 V5R2 or later, when using the following Linux operating system versions: Red Hat Enterprise Linux 3.0 ES Edition Red Hat Enterprise Linux 3.0 AS Edition Notes: Consult the Red Hat Linux web site to verify that they support the xSeries model that you plan to use. For PTFs required for the Integrated xSeries Adapter, go to the website at: http://www-912.ibm.com/e_dir/eServerPrereq.nsf Select Hardware from the left view panel, then select M/T 1519, model 200, or enter the feature #0092 for External xSeries Attach.
HSL-2 / RIO-G Towers
Cables: HSL and HSL-2 / RIO-G

5095/0595 PCI-X 5294/5094 PCI-X
2GBps
5079/5074 PCI
2GBps 1GBps
1GBps
5088/0588 PCI-X
520 or 570
5078 / 0578 5075
SPCN LOOP
HSL-2 / RIO-G Towers

Newer existing HSL-2 Towers can upgrade to 2GB speed HSL-2 / RIO-G
5094 5294 5095 / 0595
HSL-2 / RIO-G loops can attach HSL and HSL-2 towers

Cabling requirements Adapter requirements Performance
Mixing Towers on a HSL-2/RIO-G loop Restrictions apply for eServer i5

No #0578 / #5078, 5075 support Cable length (maximum speed)
Notes: HSL-2 / RIO-G Towers

The eServer i5 Models have HSL-2 / RIO-G ports to serve loops at a maximum speed of 2 GB per second. At this moment, only a limited number of towers can be enabled for this higher speed. The towers #5094, #5294, #0595 and #5095 can be converted to HSL-2 / RIO-G. The #0588 and #5088 towers have a HSL-2 interface, but cant be upgraded to the higher speed. The #5074 and #5079 have a HSL interface and cant be upgraded to HSL-2 or HLS-2/RIO-G interface. The #5075 and #0578 / #5078 also have a HSL adapter, but are not supported on the eServer i5 Models. The following rules apply for #5094, #5294, #0595 and #5095 towers that attach to eServer i5 Models: New #5094, #5294, #0595 and #5095 towers will come with a #9517 2GBps HSL-2/RIO-G adapter. Existing #5094, #5294, #0595 and #5095 towers that will be attached to eServer i5 Models need to have their HSL-2 adapters exchanged by a #6417 2GBps HSL-2/RIO-G adapter. Connecting supported HSL , HSL-2 and HSL-2/RIO-G is possible with the correct combination of cables. However, one adapter or cable in the loop can slow down the complete loop. The slides that follow contain an overview of the available components (excluding the system components) for I/O tower connectivity. Owners of the older PCI I/O Towers #0578 / #5078 must be aware that these units are no longer supported on the eServer i5 Models. This Overview presentation summarizes V5R3 and POWER5 HSL-2/RIO-G support. The Hardware presentation contains expanded information.
eServer i5 Model 520/570 HSL-2/RIO-G Port Requirements

All copper eServer i5 ports are HSL-2/RIO-G capable Restricted cable length if 2GB/sec speed required (=< 10m) Optical HSL adapter runs at reduced speed Optional HSL-2/RIO-G adapter on 570 enclosure requires: Second processor card (2/4 way within one enclosure) Third CPU regulator PCI-X slot C6 Optional HSL-2/RIO-G adapter on 550 enclosure requires: PCI-X slot C5 Up to 8 loops (16 ports) on 570 16way configuration eServer i5 Model
520 All models 550 Enclosure 550 Optional Adapter 550 Optional Adapter 570 Enclosure 570 Optional Adapter 570 Optional Adapter
Feature
N/A (base) N/A (base) #1806 #1807 N/A (base) #1800 #1801
Active Ports
2 2 2 2 2 2 2
Loop Type
Copper Copper Copper Optical Copper Copper Optical
Notes: eServer i5 Model 520, 550, 570 HSL-2/RIO-G Port Requirements

This table contains the available HSL-2/RIO-G ports on the new eServer i5 Models. To be able to run at maximum speed (2GB per second) the maximum length for HSL-2/RIO-G cables is 10 meter. Optical cable can be used to extend HSL cable length significantly, but maximum speed is reduced to up to 500MB per second. The model 520 CEC (processor enclosure) has two HSL-2/RIO-G ports (1 loop) as default. That is the 520 can configure up to one HSL-2/RIO-G loop. Each model 550 and 570 processor enclosure also comes with two HSL-2/RIO-G ports (1 loop) as default. The model 550 and 570 has the capability to one more loop (a second set of twoHSL-2/RIO-G ports) to each processor enclosure to be used to increase the number of loops in order to attach more I/O towers/drawers, supported xSeries systems via the IXA, or to establish an interconnection with another iSeries system via HSL OptiConnect. The multiple building block convention of 570 model enclosures enables more than two HSL2/RIO-G loops to be attached to the system as the number of processors increases. This building block structure brings balanced system upgrades to the i5 model 570. The second HLS loop on each 550 and 570 enclosure can be copper or optical. In the slide you see the PCI slot (and for the 570, the processor card/regulator) considerations when adding the second set of HSL ports. In the 570 enclosure, support of a second HSL-2/RIO-G adapter requires the third CPU regulator board (#7875) must be installed. When this second HSL-2/RIO-G adapter is installed, it plugs in a card slot behind PCI-X slot C6. This is the reason that this PCI-X slot becomes unavailable for plugging regular PCI cards in this slot. In the 550 enclosure, slot 5 can have either a PCI card or an HSL adapter for the second loop. If an HSL adapter is present in slot 5, then the second multibridge boundary can only have two PCI cards (and if used for i5/OS purpose, slot 3 must be feature IOP, leaving only one other IOA slot in the 550 CEC). See the PCI-X Cage slide for the 550 model for more details.
Notes: HSL-2/RIO-G Port Requirements - 2

The 570 models HSL feature #1801 (optical) and the 550 models HSL feature #1807 (optical) do not have hot plug capability. Optical HSL cables (used for long distance) run slower than copper. And now HSL optical ports on new I/O towers are chargeable. The 520 does not have optical HSL ports. The model 550 can have one optical loop. The 570 can have one optical loop per processor enclosure.
I/O Tower HSL and HSL-2 / RIO-G port feature numbers

HSL 5074 / 5079 5094 / 5294 0588 / 5088 0595 / 5095 05781 / 50781
1 2
HSL-2 (1GB) N/A 98871 / 28871 9877 98871 / 28871 9877 98871 / 28871 9877 N/A
HSL-2/RIO-G(2GB) N/A 9517 / 64172
Optical 97391 / 27391 98861 / 28861 9876 98861 / 28861 9876 98861 / 28861 9876 97391 / 27391
96911 N/A N/A N/A 96911
N/A 9517 / 64172
N/A
Not supported on eServer i5 systems. #9887 replaced by #9877. #9886 replaced by #9876. #6417 required when upgrading a tower attached to iSeries system to eServer i5 attachment
Notes: I/O Tower HSL and HSL-2 / RIO-G port feature numbers
This is a simple summary table showing the HSL and HSL-2 / RIO-G adapter features as they are supported in the different towers. As stated previously: New #5094, #5294, #0595 and #5095 to be attached to eServer i5 Models include a #9517 HSL-2 / RIOG adapter. Existing servers with these #5094, #5294, #0595 or #5095 attached that are upgrading to the eServer i5 Models require a replacement for their existing HSL-2 adapter. For each of these tower a #6417 must be ordered (2 for the #5294). The #5078 and #0578 enclosures are not supported on the eServer i5 Models. Note: The #9739 and #2739 are technically identical. In general, a feature number starting with 9 means that it is provided as a base (free) feature. The #9517 and #6417 are technically identical. The #9887, #2887 and #9877 are technically identical. The reason why #9887 is no longer supported is that the feature number 9887 is now reserved as special number for IBM ordering system internal use. This could cause ordering confusion. The new feature number #9877 has been introduced to resolve this problem. The #2887 and #9877 are supported in #0588/#5088 only. Please note that these towers can not physically accept any HSL-2/RIO-G(2GBps) capable adapters. The #9886, #2886 and #9876 are technically identical. Their ordering issue situation is the same as described for the #9887.
HSL and HSL-2 / RIO-G Cables: Feature Numbers

HSL # 1.2 meter 1.75 meter 2.5 meter 3 meter 3.5 meter 6 meter 10 meter 15 meter 30 meter 100 meter 250 meter 1460 1461 1462 HSL to HSL-2 # 1474 1475 HSL-2/RIO-G # 1481 1307 1308 1482 1483 1485* Optical # 1470 1471 1472 1473
*Runs at Reduced speed
Notes: HSL and HSL-2 / RIO-G Cables: Feature Numbers

This is another simple table that just gives an overview of the different cables available to connect the supported towers in a HSL or HSL-2/RIO-G loop. Again, mixing towers or using cables with a specific length may reduce the speed of the loop.
Tower support with V5R3

840 830 820 810 825 890 870 520 550 570
Migration Tower 5065 / 5066 5074 / 5079 5078 / 0578 5075 5094 / 5294 5088 / 0588 5095 / 0595
Y Y
N N
N N
N N
N N
N N
N N
Y Y Y(820)
Y Y N
Y Y N
Y Y N
Y N N
Y N N
Y N N
Y Y Y
Y Y Y
Y Y Y
Y Y Y
Y* Y Y*
Y* Y Y*
Y* Y Y*
* Upgrade to HSL2 / RIO-G * Upgrade to HSL2 / RIO-G
Notes: Tower support with V5R3

This slide contains a table that shows what type of towers are supported by what servers when the are at V5R3. There is no support for any type of SPD I/O on the servers with POWER4 or POWER5 processors. The small tower #5075 is supported on the 270 and 820 Models only. The Model 270 is not mentioned in this table because its the limited tower support. As mentioned before, the only towers that are eligible for upgrading from HSL-2 (1GBps) adapters to HSL-2/RIO-G adapters are the #5094,#5294,#0595 and the #5095.
Max HSL Loop, Towers, IXA Summary August 2004
V5R3: I/O Tower Types - Maximums per system August 2004

Model ----------I/O Tower 5074 5075 5078 / 0578 5079 5088 / 0588 5094 5095 / 0595 5294 IXA 7311-D101 7311-D111 7311-D201 820 830 840 800 810 825 870 890 520 550 570 570 570 570 2-Way 4-Way 4-Way 8-Way 12-Way 16-Way 1 Loop 2 Loops 2 Loops 4 Loops 6 Loops 8 Loops 6 0 6 3 6 6 6 3 8 0 0 4 12 0 0 6 12 12 12 6 16 0 0 8 12 0 0 6 12 12 12 6 16 8 8 8 18 0 0 9 18 18 18 9 32 12 12 12 24 0 0 12 24 24 24 12 48 16 16 16 30 0 0 15 30 30 30 15 60 20 20 20
5 5 5 2+ 5 5 5 5+ 8 0 0 0
13 0 13 6+ 13 13 13 6+ 16 0 0 0
23 0 23 12+ 23 23 23 12+ 60 0 0 0
1 1 1 0 1 1 1 0 3 0 0 0
4 4 4 2 4 4 4 2 7 0 0 0
16 16 16 8 18 18 18 9 18 0 0 0
47 0 47 23+ 47 47 47 23+ 60 0 0 0
47 0 47 23+ 47 47 47 23+ 60 0 0 0
+ One additional supported single HSL adapter tower may be added. 1 For Server Consolidation, AIX, Linux partition only. This table assumes maximum processor features to support maximum loops. Maximum towers may be less on other processor features supporting a lower maximum number of loops. A base I/O tower, where applicable to a model is not included in these maximum values. I/O Towers listed are supported. Some may not be ordered new for iSeries.
Notes: I/O Tower Types - Maximums per System

This slide lists the I/O Tower type that can be physically connected to an IBM eServer i5 and the maximums of these that are supported per system. The slide includes three I/O drawer enclosure I/O towers that contain I/O cards supported only by an AIX or Linux partition when physically connected to an IBM eServer i5 system. 7311-D10/D11 Rack mount 6 PCI-X for Blind Cassette RIO/RIO-G 4U Half-width of 19in. Rack ( two in 4U) 7311-D20 Rack mount 7 PCI-X for Blind Cassette 12 Hot Swap DASDs RIO/RIO-G 4U Full-width of 19in. Rack
HSL Loops, I/O Towers, IXAs: iSeries 800, i810, i825, i870, i890, 5nn
Model Max. Loops: Copper/ Fiber Optic Type Max. Total Max. I/O Towers I/O Towers per Loop 1 4 6* 6 6 6 6 6 6 6 6 6 1 4 (16) 18* 48*** 48*** 6 12 6 12 18 24 30 Max. IXA per Loop Total Max. IXA Combined Max. per Loop 4 8 9 9 9 9 9 9 9 9 9 9 Combined Max. Total 4 8 27 61*** 61*** 9 18 9 18 36 54 60
800 i810 i825 i870 i890 520 550 570 2-Way 570 4-Way 570 8-Way 570 12-Way 570 16-Way
1 1 3/2 8 / 6 14 / 12 1 2/1 1 2/1 4/2 6/3 8/4
HSL HSL HSL-2 HSL-2 HSL-2
3 7 5 / 8** 8 8 8 8 8 8 8 8 8
3 7 18 60 60 8 16 8 16 32 48 60
HSL-2/RIO-G HSL-2/RIO-G HSL-2/RIO-G HSL-2/RIO-G HSL-2/RIO-G HSL-2/RIO-G HSL-2/RIO-G
* 5 PCI (6 PCI-X) towers max. on first and second loop ( i825 has TWO base HSL loops ) *** includes base I/O tower OptiConnect should not use first loop, which accesses load source disk ** 8 on 3rd loop only Non PCI-X towers include the #0578, #5078, #5074, #5075, and the #5079 which counts as two towers. An I/O Tower has two HSL Ports (0 and 1).
V5R3: Maximum HSL, HSL-2/RIO-G Adapter, IXA per Loop

August 2004
Model ----------------------Adapter / IXA HSL Adapters IXA HSL Adapters plus IXA Maximum 7311-D101 7311-D111 7311-D201 820 830 830 Loop 1 Loops 2,3,4 2 1 2 0 0 0 6 8 9 0 0 0 840 800 810 825 870 825 Loops Loop 3 890 1,2* 6 5 9 0 0 0 6 8 9 0 0 0 6 8 9 0 0 0 520 550 570
5 8 9 0 0 0
6 8 9 0 0 0
1 3 3 0 0 0
4 4 8 0 0 0
6 8 9 0 0 4
6 8 9 0 0 4
6 8 9 4 4 4
* 825 first and second loop maximums assume latest technology I/O towers. Older technology I/O towers (5074, 5075, 5078, 0578, 5079) are restricted to a maximum of 5 adapters, including IXA and combined maximum, per loop.
1
= Server Consolidation. Supported by AIX, Linux partition only. The eServer i5 supports pSeries towers as eServer p5 supports them. The eServer i5 allows mixing of iSeries and pSeries towers in any combination on a loop up to 6.
Upgrades
Upgrade Options
All the expected model paths , PLUS upgrades from 810, PLUS technology upgrade paths All iSeries 10k or 15k rpm disk drives Almost all current PCI cards Easier upgrade rules from on Demand processors models Most PCI I/O towers/drawers supported some now faster Same edition upgrade rules Can Re-use most 810 and 825 memory
Notes: Upgrade Options

Though the POWER5 technology is a fairly large advancement over pre-POWER4 technology systems, the upgrade to 5xx options generally maintain the heritage of AS/400 and iSeries upgrades. That is, allowing the customer to leverage the application investment and operator/user training, and, at least with the newer iSeries-based systems, a significant portion of the previous system hardware investment. This includes the 10k or 15k rpm disk drives and essentially all PCI cards being used by the current models and V5R2. Notes: The 810 upgrade path is new (May announcement). Note there had never been an upgrade path out of the 810. So we now support a technology upgrade to this customer set. This is a significant announcement for existing 810 customers and for customers considering buying a new server which supports V5R2. Though the 520 Value Edition server can be upgraded within the Value Edition (500/30 CPW to a 1000/60 CPW server), it can not be upgraded to a 520 Standard or Enterprise Edition with larger capacity. This is a lot like the model 800. Likewise the model 520 Standard/Enterprise Editions can upgrade within the 520, but they can not be upgraded to a model 570. This is a lot like the model 810. To allow customers a chance to do a technology upgrade, in other words an upgrade which doesnt gain much CPW capacity, numerous paths are provided. In fact there are a few paths which actually allow a CPW decrease in the upgrade.
Upgrades
570 840
890 870 825 810 800
830
550 520
820 270
Notes:

Upgrades only into Standard/Enterprise Editions. Other Editions are new box. No upgrades from 520 to 550/570. No upgrades from 520 Value/Express to 520 Standard/Enterprise Editions No upgrades from 550 to 570. HA Edition converted to Enterprise Edition before upgrade no additional content in conversion 820/830/840 paths to 810/825/870/890 not shown
Notes: Available Upgrade Paths

This slide shows processor upgrade paths from iSeries 8xx models to the eServer i5 5xx models through the August 2004 announcements. This slide and the following slide titled Memory Re-use are the only slides in this presentation that include the eServer i5 model 550. Complete integration of 550 capabilities in this presentation is planned for 4Q 2004. See the August 17, 2004 iSeries i5 550 announcement letter for more information. The horizontal red lines server to highlight there are now 520 to 550 upgrades or 550 to 570 upgrades. With the upgrade paths provided in the July and August 2004 announcement, existing high end iSeries (model 840, 870 and 890) user can upgrade these machines to the i5 server and leverage its technology. The CPW value of the largest model 570 configuration (16way = 44700 CPW software tier P40) exceeds the current largest 890 (32way = 37400 CPW software tier P50) with half the number of processors and one step lower processor group. And the little 520 does pretty well with just a 1-way or 2-way server in terms of upgrade paths from 3 models as well. Existing rules for upgrades to Editions remain the same as before. The servers with a 5250 capacity feature or the servers with full 5250 capacity can upgrade to a Enterprise Edition and the Standard Editions or the servers with no additional 5250 capacity can upgrade to a Standard Edition. Upgrading from a Standard to an Enterprise Edition remains possible.
Notes: Available Upgrade Paths - 2

This slide shows processor upgrade paths from iSeries 8xx models to the eServer i5 5xx models through the August 2004 announcements. This slide and the following slide titled Memory Re-use are the only slides in this presentation that include the eServer i5 model 550. Complete integration of 550 capabilities in this presentation is planned for 4Q 2004. See the August 17, 2004 iSeries i5 550 announcement letter for more information. The horizontal red lines server to highlight there are now 520 to 550 upgrades or 550 to 570 upgrades. With the upgrade paths provided in the July and August 2004 announcement, existing high end iSeries (model 840, 870 and 890) user can upgrade these machines to the i5 server and leverage its technology. The CPW value of the largest model 570 configuration (16way = 44700 CPW software tier P40) exceeds the current largest 890 (32way = 37400 CPW software tier P50) with half the number of processors and one step lower processor group. And the little 520 does pretty well with just a 1-way or 2-way server in terms of upgrade paths from 3 models as well. Existing rules for upgrades to Editions remain the same as before. The servers with a 5250 capacity feature or the servers with full 5250 capacity can upgrade to a Enterprise Edition and the Standard Editions or the servers with no additional 5250 capacity can upgrade to a Standard Edition. Upgrading from a Standard to an Enterprise Edition remains possible.
Model 570 Capacity on Demand Upgrades (July)

570 1/2-way to 2/4-way upgrade rules: Must have all processors permanently activated and have i5/OS licenses for all processors BEFORE upgrading
570 1/2-way 570 1/2-way
570 2/4-way
1
i5/OS i5/OS
i5/OS
Not permanently activated Permanently activated
Additional i5/OS licenses needed if running i5/OS on more than 1 processor.
Notes: Model 570 Capacity on Demand Upgrades (July)

As of July 2004, you no longer (as with previous upgrade path requirements) are required to install i5/OS (or OS/400 V5R30) on all available processors on the from system. Because fewer i5/OS licenses are included in the 2/4-way, it is not required that a 2nd i5/OS license be acquired. Once in a specific eServer i5 5xx model upgrade rules are almost identical to the upgrades within a specific 8xx model. Exceptions are centered around the new with eServer i5 models, base and additional cost number of i5/OS licenses, depending on the edition that was originally ordered. For information beyond the cope of this overview presentation see the Hardware presentation. The next slides still address upgrades topics (but not in as much detail as the Hardware presentation): Software edition upgrade considerations Memory upgrades Release to release upgrades
Edition Upgrade Rules Remain Consistent

820, 830, 840, & 890 (pre-edition)
Upgrades from non-edition servers to edition servers eligible for full edition content 520, 550, 570, 810, 825, 870, & 890 (edition)
520, 550, 570, 810, 825, 870, & 890 (edition)
Upgrades from edition servers eligible ONLY for OS/400 content and 5250 capacity
Notes: HA Edition converted to Enterprise Edition before upgrade no additional content in conversion Model 800 (Value to Standard to Advance Edition) only 5250 capacity on upgrade.
Memory Re-use
No No i840 No i830 No No No No 570 No Yes* No No Yes* Yes* 825 810 ** 800 870
890
550 520
i820
520/550/570 memory plugged in quads. Minimum DIMM size for 520/550 = 256MB. Minimum DIMM size for 570 = 512MB. 520/550/570 has 8 memory slots per processor card. 520 and 550 memory features are identical. ** 810-2469 2-way memory is not compatible: does not migrate
Notes: Memory Re-use

There is enough technology similarity in the memory DIMMs used in the 810 (1-way) and 825 servers to re-use their memory in the model 520, 550 and 570. There are some caveats which should be considered indicated by the notes at the bottom. 1.Memory is plugged in quads. You need to have 4 identical memory features on the 810/825 in order to use them on the 520/570. 2.There may be more memory DIMMs on the 810/825 than there are slots in the 520/550/570 to hold them 3.810 2-way memory is not compatible Examples: Upgrading an 810 to a 520 (4 identical cards required) #3093, 512 MB DIMM #3094, 1024 MB DIMM #3096, 2048 MB DIMM
Upgrading an 825 to a 570 (4 identical cards required) #3043, 512 MB DIMM #3044, 1024 MB DIMM #3046, 2048 MB DIMM
9402 / 9404 Upgrade Considerations

9402 / 9404 MES upgrades available for 520 and for 1/2-way and 2/4-way 570 starting July 2004. eConfig support starts July 13. Larger 570 upgrades available starting August 31.* Background
Today, 9402 = 9404 = 9406 from functional perspective Originally designated different foot prints (white boxes) To ease customer migration administration, 9402 and 9404 labels have been supported for migration. Meant duplicate product structure created, maintained, tested by IBM. WW only a few hundred model 810, 820, 825, 830, 840, 870 still have 9402/9404 label .
When 9402 / 9404 is upgraded to a 520 / 570, it will be converted to a 9406 so IBM can support them more effectively. Serial number should stay the same.* Sales responsibility
Advise customer of machine type number change to avoid confusion of different type number (9406) in billings or communications Use eConfig to plan/price/propose upgrade (same price as 9406 to 9406)
* A few 9402/9404 servers use a serial number already used by a 9406. A process to handle this duplicate serial number
situation is being finalized and will be communicated directly to the sales team and the customer in 3Q04. The strategy is to help ensure the customer will keep their financial advantage offered by doing an MES upgrade, but to offer this with a new 9406 serial number server. RPQ# 847192 will document process.
New LPAR Upgrade Consideration: HMC

Upgrade all OS/400 partitions to V5R3 (opt add I/O) Save partition definitions to Ops Console diskette Upgrade to POWER5 hardware
Load diskette into HMC restore partition definitions
Finalize partition definitions
Bring up POWER5 partitions (opt add I/O)
Carefully review: Logical Partitioning FAQ information by Amit Dave and Selwyn Dickey located at http://www-1.ibm.com/servers/eserver/iseries/lpar/pdf/LPAR_FAQ_V1.00.pdf Redbook draft: Logical Partitions on IBM PowerPC: A Guide to Working with LPAR on POWER5 for IBM eServer i5 Servers, SG24-8000, for more details. eServer Information Center articles
Notes: New LPAR Upgrade Consideration: HMC

With the new eServer i5 (and p5) servers, LPAR configuration and management must be performed using the Hardware Management Console (HMC) device as discussed earlier in this presentation. The migrating customer needs to decide to create the partitions over on the eServer i5 system or use the upgrade utility available through the HMC. This slide illustrates the process when migrating save LPAR configuration on your from iSeries system to be automatically configured on your new to eServer i5 system. Note that the Primary partition on your from system with, for example 3 partitions (1 primary, 2 secondary), becomes partition number 3 on your target eServer i5 system. Partition 1 and 2 correspond to the two secondary partitions on the from system. The redbook SG24-8000, draft mentioned earlier addresses this topic, as well as eServer Information Center.
eServer i5 Upgrade Tools Prerequisites tool:

New tool already available on the web For customers, partners and IBMers Find software/hardware/firmware requirements/compatibility information for model 520, 550, and 570 Example - is #2768 tape controller supported on 520? Access at: http://www.ibm.com/e_dir/eServerPrereq.nsf
LPAR Validation Tool

You must use this tool to ensure ordering sufficient and appropriate feature numbers for any LPAR configuration Access at http://www-1.ibm.com/servers/eserver/iseries/lpar/ Or directly at http://www-1.ibm.com/servers/eserver/iseries/lpar/systemdesign.htm
Notes: eServer i5 Upgrade Tools

eServer Information Center contains much information on upgrading into an eServer i5 system. Here are two tools you should be familiar with when planning for an upgraded. We show a usage example of the Prerequisites tool on a later slide following the Planning slide. The LPAR validation tool is a must if migrating (or starting new) from an existing system with multiple partitions.
One-Step V5R3 Software Upgrade Paths (n-2)
V5R1 V5R3 V5R2

Note: All OS/400 partitions on a POWER5 server must be at V5R3 Note: All Linux partitions on a POWER5 server must use POWER5 kernel
Notes: One-Step V5R3 Software Upgrade Paths (n-2)

This is the normal iSeries (OS/400 and i5/OS) n-2 one-step upgrade paths. All i5/OS partitions on a POWER5 server must be at V5R3. i5/OS V5R3 will assist you in migrating from n-2 release. Support withdrawn date for V5R1 is planned as September 2005. Marketing withdrawn date for V5R2 is not determined yet. Note: All Linux partitions on a POWER5 server must use POWER5 kernel. If your customer is using Linux on iSeries and planning migration to eServer i5, you should take care of it.
Upgrade Process: Software

N-2 RULE !
V5R1 or V5R2 Upgrade to V5R3
Bring to Production
Full System Save
Full System Save
Install MES hardware Upgrade
Full System Save Bring to Production
Normal Save Routines
Notes: Upgrade Process

This is typical upgrade process. In addition to full system save in each point, it is recommended that to collect performance data BEFORE/AFTER upgrade. This is very important for Performance/Capacity management.
Planning
V5R3 is the last release to support the model 170, 250, 720, 730, 740 V5R3 is the last release to support SPD hardware Next release will no longer support SPD I/O Migration Towers SPD attached PCI Towers (#5065 and #5066) iSeries Upgrade Planning website: http://www.ibm.com/servers/eserver/iseries/support/planning/nav.html
Find planning information for eServer i5 and i5/OS V5R3
eServer i5 Prerequisite Tool: New !

Use to find if feature is supported on specific system http://www-912.ibm.com/e_dir/eServerPrereq.nsf Example, find software/hardware/firmware requirements/compatibility information for model 520 and 570
Notes: Planning
iSeries Upgrade Planning website is useful to clarify issues for upgrade. The planning statement is very important information for long term planning beyond V5R3. OS/400 and i5/OS release support schedule information is also available on this website. eServer i5 Prerequisite Tool is new tool and already available on the web. The customers, partners and IBMers can find software/hardware/firmware requirements/compatibility information for model 520 and 570 using this tool. For example, is #2768 tape controller supported on 520? , what software fix level is required for #xxxx? See the following slide for an search results example.
eServer Prequisites website
Rack options
Racking
EIA (U) CEC = 14 Drawer = 2 Total = 16
800, 810 or 825 520 or 570
EIA (U) CEC = 4 Total = 4
520 and 570 are space & No expensive shelf/drawer New Rack options Front door Locks on doors HMC in Rack
Side-by-side attach Earthquake resistant kit 1 EIA Tape drive drawer (7212-102)
Notes: Racking
The 800/810/825 were designed primarily to be a tower. They could also accommodate a rack. But they required a very strong drawer/tray on which to sit which was fairly expensive and took 2U of rack space. The 520 or 570 only takes 4U and sits on rails which are provided with the rack mount option. The new rack features are options which are available today from pSeries racking options, includes front door and locks.
Racking Additions July 2004

Trim kit
New #6246 Trim Kit A trim kit had been included with #0551 rack Now must purchase trim kit or front door Price #0551 lowered zero net price change Important for rack holding 570 570 bezel a little wider than other units original trim kit wont fit New #7188 PDU Higher amperage maximum & More outlets Supports more amperage Available December 2004
Notes: Racking Additions July 2004 Announcement

A trim kit is three primarily decorative pieces which fit on the sides and top on the front of the rack. The 0551 used to come with a trim kit included, but it has changed because of the following two reasons: The front door option is incompatible with the trim kit. For the customer who wants front door can order only the component they need now. For the customer who wants trim kit, the net price of buying a 0551 with a trim kit remains the same. The model 570 needs this new trim kit. The original trim kit doesnt give the 570 enough room on one side. The new Power Distribution Unit (PDU) should generally be used for all new rack sales. It offers more flexibility with more electrical outlets and a higher amperage maximum. Its an especially good match for the 570 as it would use almost the entire amperage capacity of the previous PDU. Like the predecessor PDU, up to four PDUs can be mounted vertically in the rear of the IBM rack. Note: The use of IBM Rack (#0551) is mostly preferable. But if you plan to use non-IBM rack for mounting model 570 with multiple enclosure, Please check Planning section of IBM eServer Information Center. The new 570 with multiple processor enclosure configuration requires n-way Fabric cable on front side. This parts extends outside of the mounted enclosure itself. Second PDU is highly recommended to remove a potential single point of failure.
Simplify Your Infrastructure
Notes: Simplify Your Infrastructure

This begins a major section of the presentation, transitioning from primarily a hardware focused set of topics to the software focused set of topics. We first discuss the advantages of virtualization where resources are considered as logical rather than physical or operating system unique entities and managed as logical entities where IBM-provided software handles the physical and operating system differences.
Simplify Your Infrastructure
The Value of Virtualization

Reduce costs by increasing asset utilization Redeploy talent to manage your business, not your infrastructure Rapidly provision new servers Drive new levels of IT staff productivity Consolidate storage & backup Simplify server management and operations Communicate more securely with virtual Ethernet
IBM Virtualization Engine and ^ i5

Delivered first on ^ i5
IBM Virtualization Engine
This presentation contains information about IBMs plans and directions. Such plans are subject to change without notice.
Notes: IBM Virtualization Engine and ^ i5

Building on its strong 35-year heritage of virtualization with IBM systems, IBM Virtualization Engine enriches IBM eServer. systems and TotalStorage subsystems with leading-edge services and technologies that simplify the management of a heterogeneous IT infrastructure. These innovative offerings provide a key component on the on demand operating environment, addressing a wide range of user needs, ranging from provisioning to workload management (IBM Enterprise Workload Manager) and system management (IBM Director Multiplatform). We will discuss these two products in more detail later. IBM Virtualization Engine is a suite of systems services and technologies that can help your business improve the effectiveness of IT as it treats resources as a single pool, accessing and managing resources across the organization more efficiently, by effect and need rather than physical location. Virtualization is a key component of the on demand operating environment which can help you align your IT environment with the needs of your business. IBM Virtualization Engine will include two main components: Virtualization Engine Systems Services for managing your infrastructure using software technologies such as IBM Director Multiplatform, IBM Enterprise Workload Manager, Systems Provisioning and IBM Grid Toolbox Virtualization Engine Systems Technologies for sharing the resources within your infrastructure with technologies such as Dynamic logical partitions, Virtual I/O, Capacity on Demand, and Virtual Ethernet enabled through a common POWER Hypervisor that is optimized for eServer i5. A single Virtualization Engine console will provide health-monitoring capabilities across system resources, as well as the capability to integrate with other management systems. The reach of the Virtualization Engine also extends to other resources in your enterprise, including networks, servers, and storage devices. IBM Virtualization Engine Systems Technologies builds on the Partition Licensed Internal Code on the iSeries, and the pSeries Hypervisor, offering a common POWER Hypervisor that will be managed through the Hardware Management Console (HMC) and enables pooling of resources through virtualization such as CPU, memory, I/O and LAN. iSeries users, in particular, will benefit from not having to create a Primary Partition as a managing partition along with increase in the number of partitions and the capability to deploy AIX 5L for UNIX workloads.
Notes: IBM Virtualization Engine and ^ i5 2

In this presentation the IBM Virtualization Engine Systems Services capabilities is considered a product preview, with software offerings planned for 3Q 2004 availability. These offerings will complement the already rich systems management capabilities provided by Management Central and iSeries Navigator, and enables the integration and automation of common management tasks across multiple operating environments.
Logical Partitioning on eServer i5
i5/OS V5R3 Logical Partitioning

Interface on pre-POWER5 systems remains (Service Tools, iSeries Navigator) POWER5: IBM Virtualization Engine systems technologies include POWER Hypervisor
Supports i5/OS, AIX 5L (5.2, 5.3) and Linux and up to 254* partitions
Improve server utilization rates across multiple workloads

Automatic processor balancing with uncapped partitions
Improve fault tolerance and lower partition management costs

Primary partition replaced by Hardware Management Console (HMC)
* Product Preview. This presentation contains information about IBMs plans and directions. Such plans are subject to change without notice.
Notes: i5/OS V5R3 Logical Partitioning - 1

eServer i5 servers, combined with the POWER Hypervisor feature exceptional dynamic logical partitioning (Dynamic LPAR) with automatic movement of processor with the introduction of uncapped partitions. In addition, other I/O resources such as memory, tape devices and I/O adapters may also bee pooled between partitions. plus the ability to create partitions of less than one processor unit. The previous limit of 32 partitions has also been increased with the eServer i5 which can support up to 254 partitions (product preview), each with a minimum of 10 processing units, and the capability to define AIX 5L partitions. Since the introduction of LPAR, nearly 70% of i870 and i890 customers have exploited this mainframe-class technology, with close to 20,000 active partitions worldwide. LPAR usage has also increased significantly on uni-processor servers. The exceptional granularity of being able to move 100th of a processing unit between partitions is another example of how the iSeries continues to exploit the concept of resource virtualization - for memory, disk storage, or processors. The introduction of POWER Hypervisor and Hardware Management Console (HMC) eliminates the requirement to have a Primary Partition defined for partitioning management. This enables customers to improve fault tolerance whereby partitions can be started or restarted individually without affecting the entire system, and enables new partitions to be created dynamically without requiring a system restart. POWER Hypervisor also features the capability to create uncapped partitions, in addition to dedicated partitions and capped partitions already used on iSeries servers. Uncapped partitions enable customers to maximize server utilization rates by automatically moving any unused processing resources to the uncapped partitions based on partition priorities.
Notes: i5/OS V5R3 Logical Partitioning - 2

For example, if you have 4 partitions defined where one partition has a dedicated CPU. 2nd has 75 processing units defined as capped, the 3rd has 50 processing units defined as uncapped and 4th and has 75 processing units defined as uncapped. Assume that 4th partition also has the highest priority set for consuming any unused processor capacity. When this partition reaches 100% utilization of its allocated CPU, it will look for more resources in partition 2, and 3. If there are any unused processing units available, it will automatically move them into partition 4. The main difference between capped and uncapped partitions is associated to the number of licenses you would need to purchase. For example, if you wanted to run an application in a shared pool which contains 4 processors, and the maximum that application would ever need is one processor, then you will most likely want to create a capped partitions which gives you the granularity to allocate as little as 10th of a processor or as high as an entire processor. Any unused capacity will be used by the shared pool and other partitions. In an uncapped partition, the upper limit is defined by the number of processors available in the shared pool. Hence, in our example, you need to purchase licenses for 4 processors for that application. Note, the following specify codes need to be ordered for each planned partition operating system: #0140 i5/OS Logical Partitioning. If specified on your initial order of an eServer i5 system, the system will be shipped with i5/OS microcode (SLIC) spread across only the minimum number of disks. Also, initial system orders and model upgrade orders containing this specify code will ship without RAID or mirroring enabled. #0142 - LINUX Partitioning will be used. #0145 - AIX partitioning will be used. See the Sales Manual for more details on this. The following slides provide more details on running multiple operating systems in partitions on an IBM eServer i5 system. There is also a more detailed specific LPAR and HMC presentation in the Technical Overview set of presentations.
Multiple Operating Systems more details And underneath the operating systems ...
Applications, .... I5/OS Applications, .... AIX 5L Applications, .... POWER5 Linux
TIMI i5 SLIC SF / RTAS SF / RTAS
POWER5 Hypervisor POWER5 64-bit RISC Hardware

TIMI = Technology Independent Machine Interface SLIC = System Licensed Internal Code SF = System Firmware RTAS = Run-Time Abstraction Services
Notes: Multiple Operating Systems more details - 1

iSeries servers are atypical in that they are defined by software, not by hardware. When a program presents instructions to the machine interface for execution, it thinks that the interface is the system hardware, but it is not. This interface is known as Technology Independent Machine Interface (TMI). The instructions presented to TIMI pass through a layer of microcode before they are understood by the hardware itself. This comprehensive design insulates application programs and their users from changing hardware characteristics. When a different hardware technology is deployed, IBM rewrites sections of the microcode to absorb the fluctuations in hardware characteristics. As a result, the interface presented to the customer remains the same. The microcode layer is known as the System Licensed Internal Code. Many of the frequently-executed routines run in SLIC. Supervisory resource management functions in SLIC include validity and authorization checks. On most of todays systems, these routines reside in the operating system. On the iSeries, because SLIC is closer to the silicon, routines performed there are faster than routines placed higher in the machine. IBM eServer i5 servers work with a different structure when compared to the previous technologies used with the iSeries servers. Above the POWER5 technology-based hardware is a new code layer called the POWER Hypervisor. This code is part of the firmware shipped with the IBM eServer i5 hardware. The POWER Hypervisor resides in flash memory on the Service Processor. This firmware performs the initialization and configuration of the IBM eServer i5 hardware, as well as the virtualization support required implement capacity on demand and run up to 254 partitions concurrently on the eServer i5 servers.
Notes: Multiple Operating Systems more details - 2

The layers above the POWER Hypervisor are different for each supported operating system. For i5/OS, TIMI and the layers above the POWER Hypervisor are still in place. SLIC, however, is changed and enabled for interfacing with the POWER Hypervisor. The POWER Hypervisor code is based on the iSeries PLIC code that is enhanced for use with the IBM eServer i5 hardware. The Partition Licensed Internal Code (PLIC) is now part of the POWER Hypervisor. For the AIX-5L and Linux operating systems, the layers above the POWER Hypervisor are similar, but their content is characteristic for each operating system. The layers of code supporting Linux and AIX-5L consist of System Firmware and Run-Time Abstraction Services (RTAS): System Firmware is composed of Low Level Firmware and Open Firmware. Low Level Firmware is code that performs server unique input/output (I/O) configurations such as high-speed link (HSL)-2/RIO-G loops and PCI-X bridges. Open Firmware contains the boot time drivers (for example, SCSI, SSA, Token Ring, and Ethernet), the boot manager, and the device drivers required to initialize the PCI adapters and attached devices. The Run-Time Abstraction Services consist of code that supplies platform dependent accesses and can be called from the operating system. The intent of this code is to minimize the need for an operating system to understand hardware unique details. These calls are passed to the POWER Hypervisor that handles all I/O interrupts. The IBM eServer i5 layered code structure makes the IBM eServer i5 platform even more flexible. It also enables easy accommodation of different operating systems. In summary, the POWER Hypervisor allows for multiple operating systems to run on the new hardware. i5/OS, Linux, and AIX 5L are supported. New releases of POWER technology-based Linux and AIX 5L are required: SUSE LINUX Enterprise Server 9 and Red Hat Enterprise Linux 3 AIX 5L 5.2 and 5.3 No additional investment is required to bring existing applications running on the iSeries today, with an earlier supported OS/400 release, to i5/OS or to the new IBM eServer i5 hardware.
POWER5 Partitioning: eServer Information Center: i5/OS

http://publib.boulder.ibm.com/infocenter/eserver/v1r2s/en_US/index.htm
Notes: eServer Information Center: i5/OS

This slide shows the cover of the OS/400 (i5/OS) Partitioning manual PDF that is available on the new eServer Information Center (after clicking several links. Two of the ways to get to eServer Information Center are: The direct URL shown http://www.ibm.com/eserver/iseries. Then select the eServer Information Center link in the left navigation bar.
POWER5 System Console options

Hardware Management Console (HMC) Operations Console Twinaxial Console Advanced System Management Interface (ASMI)
Notes: POWER5 System Console options

There are many ways to connect to and communicate as a system console with the POWER5-based servers and operating systems in your environment. This slide gives a brief summary of the options available to you. The following slides provide additional information on this topic. However, for a more complete description of these options you are referred to eServer Information Center under Installing Hardware -> Adding a console. Console options include: Hardware Management Console: The Hardware Management Console for eServer to manage your server, logical partitions, and Capacity on Demand. The HMC also has system diagnostic capabilities and can report problems via a communications link to your service provider. As discussed in other slides, the HMC is not required on your 520 or 570 server. A Linux-based 5250 emulator is included. However, no applications, such as a Windows operating system based iSeries Navigator, can run on this device. Operations Console: This is the PC-based direct cable attach or LAN Ethernet cable attach console device. This console has to be a Windows operating system with at least the Operations Console component of iSeries Access for Windows product installed. Specific ports (shown on a later slide) on the POWER5 system itself must be used for cable attachment. You can use the 5250 emulator to access i5/OS functions as well as iSeries Dedicated Service Tools (DST) and System Service Tools (SST) functions that are not uniquely handled by the HMC. One functional example, not handled by the HMC interface, is the set up of disk RAID sets. You can set up Operations Console if you plan to manage the i5/OS operating system in a partitioned environment or if you plan to manage a server with the i5/OS operating system in a nonpartitioned environment. If you plan to manage a server with i5/OS in a nonpartitioned environment, you must also set up access to the Advanced System Management Interface (ASMI) to communicate with the service processor.
Notes: System Console options - 2

Twinaxial Console: The twinaxial console uses a basic command line interface to access and manage the server. A PC acting as a console is not required. You can use this 5250 device to access i5/OS functions as well as iSeries Dedicated Service Tools (DST) and System Service Tools (SST) functions that are not uniquely handled by the HMC. One functional example, is the set up of disk RAID sets. You can use this 5250 device to manage an i5 server with the i5/OS operating system in a nonpartitioned or non Capacity on Demand environment. If you plan to manage a server with i5/OS in a nonpartitioned environment, you must also set up access to the ASMI to communicate with the service processor. Advanced System Management Interface (ASMI): The ASMI is the interface to the POWER5 service processor that allows you to perform general and administrator level service tasks such as reading service processor error logs, reading vital product data, setting up the service processor, and controlling the system power. The ASMI may also be referred to as the service processor menus. Set up access to the Advanced System Management Interface (ASMI) if you plan to manage the AIX, Linux, or i5/OS operating systems without a Hardware Management Console (HMC).
Hardware Management Console (HMC)

Single console for POWER5 servers
Pre-installed Linux-based workstation Ethernet, desktop or rack mount Supports local consoles, including 5250 console Web-based System Manager enables local or remote management for HMC control and status
Required on POWER5 servers to create/change partitions (LPAR) or to use Capacity on Demand

Replaces primary partition and improves system resiliency Can be used with 5250 twinax, Operations Console direct attach, Operations Console for the LAN Not required to operate the partition
Notes: Hardware Management Console (HMC)

This slide summarizes the key characteristics of the Hardware Management Console, which is required on POWER5 systems only if you are using logical partitions and Capacity on Demand capabilities. Note: With the August 2004 GA of i5/OS, iSeries Navigator can be used to create and manage virtual disks for a POWER5 Linux or AIX 5L 5.3 partition and start and stop these partitions using the Network -> Windows Administration folder interface. See the iSeries Navigator heading in part 2 for more information.
More on the HMC

Based on xSeries server technology, built upon pSeries HMC device Runs an IBM-provided GUI console application
Not to be used with customer applications Helps ensure a more stable console environment
7310-C03 (desktop)
Required
To create/modify partition not to run it For Capacity on Demand functions
5250 interface for i5/OS console provided Remote console by other workstations through HMC
5250 interface via Telnet5250 client Windows/Linux/AIX Client interface for HMC interface
At June 2004 iSeries GA, one HMC can support a maximum of 64 partitions located in up to 16 servers. POWER5, non-POWER5 management considerations for CoD, LPAR*
7310-CR2 (rack), shown with 7316-TF3 keyboard/display
* http://www-1.ibm.com/servers/eserver/iseries/literature/index.html
Notes: More on the HMC

In this slide you can see two of the HMC configurations one a rack mounted model. The addition of the IBM eServer i5 models and the Hardware Management Console (HMC) make it more challenging to determine what to use to control your iSeries or i5/OS partition when there is a mixture of POWER5 and non-POWER5 systems in a network that you want to manage LPAR and COD on. Note, in the eServer Information Center (discussed in this presentation) there are topics and PDFs that describe how a customer should make a decision on what to use for their i5/OS console if there is a network of pre POWER5 and POWER5 systems that need to be managed. Because of the variety of ways that iSeries servers can be used, what is best for one customer may not be best for another customer. A White Paper is available that describes some of the key differences between the console choices, and what the pros and cons are for each. Various scenarios are described, and a console recommendation will be made for each. In some cases, multiple physical consoles will be required in order to get all needed function. The word Console is used generally at some times to also include control panel function. This document is only meant as an overview and for decision making. Details on how to configure and use these console types are available in InfoCenter and in a new redbook on planned for LPAR on POWER5, number SG24-8000. The redbook is available at the redbooks web site as a red draft as of August 2004. The White Paper can be found at: http://www-1.ibm.com/servers/eserver/iseries/literature/index.html
Notes: More on the HMC

Notes: HMC connects to the POWER5 service processor which has two dedicated HMC ports. The ports are Ethernet ports. (Different from the two generic 10/100/1000Mbps Ethernet LANs.) High availability suggestion: buy a spare. Announced during July 2004 - ability to attach more than one HMC to the same server/partition. Ensure you order with on-site maintenance option - IBM OnSite Repair, for the HMC (otherwise you must ship to repair site) HMC backup media must be DVD-RAM. Other Media are not usable. Each HMC must have access to a graphics display, a keyboard, and a mouse. In addition to the displays offered as features of this HMC, the IBM 7316-TF2 Flat Panel Console Mounting kit and 7316-TF3 Flat Panel rack-mounted display, keyboard and mouse and associated VGA switch are supported as well as existing IBM T541H, P76, P77, P260, and P275 graphics displays. The 7316configuraton must be specifically ordered and is recommended for users who are in a space constrained environment.
Console Function Comparison Summary

Functions Local 5250 access Remote 5250 access One PC can manage multiple partitions/systems LPAR, CUoD managed with this Perform graphical disk management Remote control panel functions Requires IOP, dedicated IOA Supported via LAN Customer installed software on PC i5/OS equivalent languages EZSetup functions available Can be used for remote service Twinax Yes No No No No No Yes No No Yes No No Operations Console (pre i5 and i5 models unless noted) Yes Yes Yes (LAN only) Yes (pre-i5 models only Yes Yes (but no i5 remote power on/off) Yes Yes Yes Yes Yes Yes HMC i5 models only Yes Yes (via pass through) Yes Yes No Yes No Yes No No (limited languages) No Yes new Service Focal Point function
Notes: Console Function Comparison Summary

The console positioning white paper includes the table shown on this slide a console function summary of the various possible consoles Twinax, Operations Console Direct Attach, Operations Console LAN connection, Hardware Management Console (HMC). Not shown in the table is a new POWER5 function - the Advanced System Management Interface (ASMI). This is available to perform remote power on/off is association with one of the other console choices. ASMI enables a remote browser, connection to a POWER5 iSeries or pSeries via an integrated Ethernet LAN port to control a subset of control panel functions. Its primary function is the remote power on or power off.
LPAR and HMC

Partition Profile, System Profile Create and Manage Partition Profiles Capped, uncapped partitions HMC required for a partitioned eServer i5
Required for setup Can run without HMC Used to move resources between POWER5 partitions Movement can be scheduled within HMC or through generated scripts to run from the Web-based System Management Remote Client (connected to HMC at run time) Starting a partition can be specified at system IPL or requires manual start from HMC
eServer i5 partitions
Used for service functions
HMC
AIX 5L Linux i5/OS
POWER Hypervisor
Notes: LPAR and HMC - 1

A POWER5 Managed Systems is the complete physical system being managed by an HMC. A partition profile defines the configuration of a partition or managed system. The Hardware Management Console allows the user to create multiple profiles for each partition or managed system. A partition profile can be used to start a partition or managed system in a particular configuration. To configure and mange logical partition profiles on your IBM eServer hardware, at least one Hardware Management Console must be connected to the eServer i5. The HMC is not required for running the logical partitions on the eServer i5. i5/OS, Linux, and AIX 5L are supported operating systems that can be installed on IBM eServer i5 Models. These operating systems will operate as independent logical servers. However, partitions share a few system attributes, such as the system serial number, system model, and processor feature code. All other system attributes may vary among partitions. These attributes are stored in the partition profile. A logical partition does not own any resources until it is activated. The resource information that a partition profile stores includes the required number of processors, memory, and hardware resources assigned to that profile. A system profile is an ordered list of partition profiles. When you activate a system profile, the managed system will attempt to activate the partition profiles in list order. A system profile helps with activating or changing the managed system from one complete set of logical partition configurations to another. It is possible for the user to create a system profile that has a partition profile that has overcommitted resources. The Hardware Management Console has a tool to validate the system profile against the currently available system resources and against the total system resources. Validating the system profile ensures that the I/O devices and processing resources are not overcommitted, and it increases the chances that the system profile can be activated. (for overcommitted resources, see next notes page)

A full system partition profile has all of the managed systems resources. Because all of the hardware (both required and desired) are assigned to this partition, no other partitions can be started when the full system partition profile is running. Likewise, the full system partition profile cannot be started while other partitions are running. Each logical partition has at least one, but can have multiple partition profiles. The user can create additional partition profiles with different resource specifications for every logical partition. If multiple partition profiles are created, any partition profile can be the default profile for that particular partition. The Hardware Management Console (HMC) will activate the default profile if a specific partition profile is not selected to be activated. Only one partition profile can be active at a time. To activate another partition profile for the same logical partition, the user has to shut down the logical partition before other profile can be activated. A partition profile is identified by a partition ID. Partition IDs are whole numbers used to identify the logical partition that is created. The HMC shows you all of the resources available on your system. The HMC does not verify if another partition profile is currently using a portion of these resources. Therefore, it is possible to over commit resources. When a partition profile is activated, the system will attempt to allocate the resources assigned to that partition profile. If there are overcommitted resources, the partition profile will not be activated. For example, there are four processors on a managed system. The first partition (ID 1) profile (A) has three processors, and the second partition (ID 2) profile (B) has two processors. If an attempt is made to activate both of these partition profiles at the same time, partition 2 profile B will fail to activate because the processor resources are then overcommitted.

When setting up a partition profile, you must specify the desired, minimum, and maximum values you want for the profile. For processor resources: If the minimum processing value is not met for a partition profile, the profile will not be activated. If there is a processor failure, the system will attempt to accommodate the minimum processor sizes for all partitions. If all minimums are satisfied, the partitions will restart with all available resources distributed proportionately to their allocation. The desired processing value is the amount of processing resources that the partition will get if processing power is not overcommitted. If the desired amount of processing units is available, the profile will start with the amount processing units indicated. However, if when processors are overcommitted , the partition will get a value that is between the minimum and desired amount. The maximum processing value is the maximum amount of processing resources that the partition will get, even if there are manual attempts to assign the partition more processing power. The above processor specifications are essentially the same for pre-POWER5 and POWER5 systems. The maximum processing resource as discussed above, when applied to pre-POWER5 systems should be considered as a capped partition when referring to the following POWER5 capped and uncapped partition descriptions.

POWER5 partitions in the shared processing pool can have a sharing mode of capped or uncapped. A capped partition indicates that the logical partition will never exceed its assigned processing capacity. The capped mode could be used if the user knows a software application would never require more than a certain amount of processing power. Any unused processing resources will only be used by the uncapped partitions in the same shared processing pool. We strongly recommend you initially operate your LPAR environment with all active capped partitions until you fully understand the resource utilization of each active partition as compared to the availability of processor (and later in 2004, memory) resources system-wide. An uncapped partition means that the partitions assigned current processing capacity may be exceeded, up to the partitions maximum virtual processors settings, when the shared processing pool has any unused processing power. As an example, assume partitions 2, 3, and 4 all had uncapped mode selected. Partition 2 has 3.00 processing units assigned to it, but only 1.00 processing unit was in use. Partition 3 is active with 1.00 processor processing unit, but over time has a workload demand that requires additional processor resources that is overall CPU utilization exceeds 100%. Because partition 3 is uncapped, the server allows the unused 2.00 processing units in partition 2 to be used in partition 3. This situation increases the processing power for partition 3 to 3.00 processing units, and the workload demand needed at that particular time finishes. A following chart specifically discusses an uncapped partition, but first we spend some slides discussing taking advantage of IBM service and support in a POWER5 LPAR environment.
Migrating you existing iSeries LPAR configurations
Notes: Migrating you existing iSeries LPAR configurations

When you have an existing LPAR configuration on a non POWER5 system and want to duplicate those partition on a new POWER5 system you can recreate the partitions new on the target POWER5 or, optionally used a migration/export function of your existing LPAR partitions and import that export media to the target POWR5 system. This slide gives a high level overview of the export/import technique is available to you.
HMC network possibilities

Local HMC: any physical HMC that is directly connected to the system it manages via a private network. Usually the first or only local HMC in your private network is a DHCP server in your private network and a DHCP client in your open network. Remote HMC: any HMC used to remotely access another HMC or managed system. Remote HMCs are usually present in an open network Remote HMCs can also be local HMCs. Web-based System Manager Remote Client: usually a PC installed with Web-based System Manager software. Use this PC to access other HMCs remotely Web-based System Manager Remote Clients can be present in private and open networks. You can perform most management tasks using the Web-based System Manager Remote Client
Web-based System Manager Remote Client

Two remote clients available:
Web-based System Manager Remote Client Web-based System Manager Remote Client for Java Web Start Either client works the same after installation
You can access your HMC) remotely by installing this remote client on your PC workstation The remote client provides flexibility by allowing you to manage your system from virtually anywhere you have a PC. Up to 5 remote clients can be logged in simultaneously Uses SSL security Some tasks not performed using the remote client
These tasks include determining the level of HMC code, restarting the HMC interface, and configuring System Manager Security for certificate authority or viewing overview and status information.
For more information: eServer Information Center....
Web-based System Manager Remote Client comparisons

Web-based System Manager Remote Client for Java Web Start
Available for Linux and Windows platforms Checks for updates every time it launches and if updates are available, downloads them automatically Launches from the Java Web Start console Slow performance for automatic downloads if you are using a cable modem or DSL connection Requires a browser Remote client security is included in the installation process. It is not a separate step
Web-based System Manager Remote Client

Available for Linux and Windows platforms Updates require that you uninstall the previous version and install the current version Installs via an InstallShield wizard You can select the installation location
LPAR, HMC, Service Partition

Existing iSeries LPAR environments (non-POWER5) already have procedures for handling service and support functions among partitions
Reporting all hardware and software problems Receiving fixes (PTFs), distributing and applying fixes to the affected partitions Other services
On POWER5 HMC is used for primary hardware service and support Service tools run in each logical partition and work with the (HMC) as part of the total service environment iSeries Consideration:
One (any) active logical partition on your IBM eServer i5 system be designated as a service partition Consider the partition running applications or a small configuration partition only active for operating service functions Provides traditional service functions such as reporting software problems, receiving operating system-based fixes, .... or backup your HMC. Can complement HMC service and support functions
Notes: LPAR, HMC, Service Partition

Pre-POWER5 systems active with multiple partitions require some planning and processes for managing hardware and software problems, including requesting, receiving, and applying fixes to all affected partitions. For example, the new with V5R2 Image Catalog can be used to receive fixes and expedite the distribution and application of fixes to multiple partitions. This process can remain available but needs some additional planning and perhaps modifications if using a POWER5 system and its attached HMC device. These next slides discuss these considerations and point you to existing POWER5 documentation for more assistance and documentation to take full advantage of the HMC device. This slide also, for POWER5, introduces the consideration of optionally designating an i5/OS partition as a service partition. The Hardware Management Console (HMC) reports hardware and software errors to IBM. Under normal conditions or if you are starting with LPAR for the first time on a POWER5 system, this is all that is needed. However, consider a critical service time when the HMC is unavailable. In that situation, the server needs another way to report errors to IBM. You can consider designating an i5/OS partition as an alternative method of connecting to your service and support provider or as backup method if the HMC is unavailable. Using an i5/OS service partition (can be any active partition) may also fit with any current LPAR service and support management procedures you already have in place using iSeries systems. Only one logical partition on your IBM eServer hardware has the authority needed to update the system and other policy parameters without having to power off the server or managed system. This partition is known as the service partition. On a IBM eServer i5 models, only an i5/OS logical partition may act as the service partition. Only service partitions on IBM eServer i5 models will report server errors to IBM if the other logical partitions on the server are unable to communicate to the HMC. Any partition that is running a stable application requiring minimum maintenance would be the best candidate for granting it the service partition authority. See the Hardware presentation and the LPAR and HMC presentation for more details.
Uncapped Partition support

Automate processing power distribution with uncapped partitions Use resources out of a shared processor pool Uncapped weight value Defined in the Partition Profiles uc uc Minimum, desired, maximum processors
Processor resources
uc
Use what is available example:

Partition starts with 3 processors Partition gets 2 processors when its CPU utilization requires it
Uncapped Partition usage

Performance ranges from best to better than best Test various weight values for best results in a continuously dynamic environment
WORKLOAD Partition ID Weight Value P2

WEIGHT 100
P3
WEIGHT 100
P4
WEIGHT 200
Notes: Capped and Uncapped processor support - 1

When setting up a partition profile, you will need to set up the desired, minimum, and maximum values you want for the profile. The desired processing value is the amount of processing resources that the partition will get if processing power is not overcommitted. If the desired amount of processing units is available, the profile will start with the amount processing units indicated. However, if when processors are overcommitted , the partition will get a value that is between the minimum and desired amount. If the minimum processing value is not met for a partition profile, the profile will not be activated. If there is a processor failure, the system will attempt to accommodate the minimum processor sizes for all partitions. If all minimums are satisfied, the partitions will restart with all available resources distributed proportionately to their allocation. Partitions in the shared processing pool can have a sharing mode of capped or uncapped. A capped partition indicates that the logical partition will never exceed its assigned processing capacity. The capped mode could be used if the user knows a software application would never require more than a certain amount of processing power. Any unused processing resources will only be used by the uncapped partitions in the same shared processing pool. An uncapped partition means that the partitions assigned current processing capacity may be exceeded, up to the partitions maximum virtual processors settings, when the shared processing pool has any unused processing power. As an example, partitions 2, 3, and 4 all had uncapped mode (indicated by uc in red above each partition) selected. Partition 2 had 4.00 processing units assigned to it, but after a while only 1.00 processing unit was consistently in use. Partition 3 originally had 1.00 processor processing unit, but had a workload demand that required additional processor resources. Partition 4 originally had 3.00 processor processing units and now also requires additional processor resources. Because partition 2, 3 and 4 are uncapped, the system uses the uncapped weight value of 100 for partition 3 to borrow 1 processor capacity from partition 2 to partition 3. It also borrows 2 processors from partition 2 to partition 4, based upon partition 4s weight value of 200. This borrowed processor environment continues as long as the workload of partitions 3 and 4 require this processor capacity, and partition 2 does not need some resources back for its own increasing workload. The borrowing partition can, if supported by available resources, borrow up to the number of virtual processors configured in its active partition profile.
Notes: Capped and Uncapped processor support - 2

The uncapped sharing mode is unique in that if the workload requires, that partition using uncapped mode can acquire and use additional processor capacity from processors in a shared pool. This additional capacity can be drawn from capped or uncapped processors not being fully used, any unassigned processors and any processors assigned to a shut down dedicated partition. If a partition using shared processors needs to use all of its defined capacity the uncapped partition using it will give back whatever it took. If a shut down dedicated partition is brought up, it will regain its processors. A partition using uncapped mode may have varying performance but it will always be able to use at least its assigned capacity. Important This resource distribution process is determined by the uncapped weight of each of the partitions. Uncapped weight is a number in the range of 0 through 255 that you set for each uncapped partition in the shared processing pool. By setting the uncapped weight (255 being the highest weight), any available unused capacity is distributed to contending logical partitions in proportion to the established weight value of the uncapped partitions. The default uncapped weight value is 128. Using our simple example, partition 4 gets 2 units of available processor capacity for every 1 unit of available processor capacity that partition 3 gets. You need to experiment with uncapped weight values in your particular LPAR environment to determine the weight values that work best for you. This is especially true in cases where the partition that loaned its processor capacity to other partitions now has a workload that requires a return of at least some of its loaned capacity. Dedicated Processors consideration When the eServer i5 ha partition(s) configured that are using a profile with dedicated processors and these partition(s) are in a power off status, these processors now unused, become available for the uncapped partition processor pool.
Partitions on eServer i5 Summary
eServer i5 Multiple Operating Systems July 2004 Announcements

i5/OS V5R3 Available: 6/11 V5R3 supported on IBM eServer i5, iSeries 270, 7xx & 8xx LPAR: 254* Partitions, un-capped partitions iSeries Navigator Storage Mgt enhancements, 1 TB storage spaces AIX 5L 5.2.H Available: August 2004 pSeries announces AIX 5L 5.2.H packaging, price, GA date Dedicated processors, Static Partitioning, Direct I/O AIX 5L 5.3.H Available: September 2004 pSeries announces AIX 5L 5.3.H packaging, price, GA date Micro-partitioning, virtual Ethernet, and virtual storage on the IBM eServer i5 iSeries and pSeries models eServer i5.Linux on POWER5 Available: September 2004 SUSE LINUX Enterprise Server 9 and Red Hat Enterprise Linux 3 Linux on iSeries Integrated IXS/IXA Red Hat Enterprise Linux ES 3 This version has been tested by IBM Red Hat Enterprise Linux AS 3 This version has been tested by IBM. SUSE LINUX Enterprise Server 8 IBM is currently testing this version. Runs only on Integrated xSeries servers attached through IXA
Notes: eServer i5 Multiple Operating Systems July 2004 Status

This slide represents a nice summary of the operating systems supported on eServer i5 systems through the date shown in the slide title. Some additional notes regarding some eServer p5 logical partitioning support functions as they relate to an eServer i5 system: On eServer p5 systems, the Advanced POWER Virtualization function provides micro partitioning, virtual storage and virtual Ethernet support (AIX 5L 5.3 or later required). On eServer i5 systems the Advanced Partitioning Feature that includes the Virtual I/O server is not supported. This is an eServer p5 offering only. On an eServer i5 systems, the virtual I/O support for Linux and AIX partitions requires an active i5/OS partitions. On an eServer p5 system if you want to use Virtual Ethernet with an i5/OS partition (Product Preview only as of August 2004), you will need the eServer p5 Virtual I/O server product.
Notes: eServer i5 Multiple Operating Systems July 2004 Status - 2

Statements of direction Within the next twelve months, IBM intends to announce sub-capacity licensing terms and conditions for additional middleware products, such as WebSphere Application Server and DB2 Enterprise Server Edition, on other platforms such as AIX 5L, i5/OS, OS/400 , and Linux on POWER. IBM also plans to deliver license management tools to assist clients in tracking and reporting their software assets to take advantage of these flexible pricing models. Contact an IBM sales representative for details. IBM plans to extend the capabilities of the IBM eServer p5 product line by introducing support for the i5/OS operating system. This support is planned for selected eServer p5 570 and future high-end eServer p5 models. i5/OS support will provide additional flexibility for large-scale server consolidation where AIX 5L and/or Linux is the primary operating system. i5/OS support will be limited to one processor on selected p5 570 models and up to two on selected high-end models. This capability is planned to be available in the first half 2005. Note: All statements regarding IBMs future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. References to list prices refer to IBM list prices only. Reseller prices may vary.
LPAR Maximums and Shared Processor Considerations

Model/Processor/Server Feature: n processors Maximum Partitions Dedicated full processor Processors activations AIX 5L, 5.2 2 4 4 10 10 20 40 20 40 80 (64 max i5/OS) 120 (64 max i5/OS) 160 (64 max i5/OS) 160 (64 max i5/OS) No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Shared processors/uncapped partition Linux*, AIX 5L 5.3 Yes/No Yes/No Yes/No Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes Yes/Yes
520 8950/0900/0930: 1 Way 520 8951/0901/0921: 1 Way 520 8952/0902: 1 Way 520 8953/0903: 1 Way 520 8954/0904: 1 Way 520 8955/0905: 2 Way 550 8958/0915: 1-4 Way 570 - 8961/0919, 8971/0930: 1-2 Way 570 - 8961/0920, 8971(2x)/0921: 2-4 Way 570 - 8971(4x)/0922: 5-8 Way 570 - 8971(6x)/0924: 9-12 Way 570 - 8971(8x)/0926: 13-16 Way 570 - 8971(8x)/0928: 2-16 Way
* POWER5 Distributor Releases: SUSE LINUX Enterprise Server 9 and Red Hat Enterprise Linux 3. The releases are available September 2004.
Notes: LPAR Maximums and Shared Processor Considerations

This slide provides a summary of LPAR maximums and shared processor considerations per operating system running on an eServer i5 system.
Key POWER5 LPAR, Service and Support web sites

I5/OS, AIX 5L, Linux partitioning on POWER5 systems:
I5/OS, AIX 5L, Linux service and support on POWER5 systems:

AIX on eServer i5 systems

http://www.ibm.com/eserver/iseries/aix
iSeries console management considerations: mixed POWER5 and nonPOWER5 systems:

http://www-1.ibm.com/servers/eserver/iseries/literature/index.html
Managing Multiple Operating Systems
IBM Director Multiplatform*

Centralize management and monitoring for multiple operating environments
i5/OS, AIX 5L, Linux, and Windows operating systems
Open standards-based heterogeneous management tool Complements iSeries Navigator Integrated with PM iSeries for collecting and reporting multi-OS CPU utilization and capacity planning An IBM Virtualization Engine systems service
* As of August 2004, IBM Director Multiplatform is included on all V5R3 iSeries operating system orders.
Notes: IBM Director Multiplatform*

The IBM Director Multiplatform is a product being previewed as part of the previewed IBM Virtualization Engine platform services. It provides centralized management and monitoring capabilities for multiple operating systems. It uses many open standards to perform its heterogeneous systems management functions. It will be based upon the existing Version 4.1 of IBM Director, which already runs on: Windows 2000 Server with Service Pack 3 or later Windows 2000 Advanced Server with Service Pack 3 or later Red Hat Linux, Version 7.3 SuSE Linux, Version 8.0 When available on iSeries, consider its functions to complement iSeries Navigator functions for only OS/400-based systems. For OS/400-based systems, IBM Director Multiplatform functions are similar to those under iSeries Navigator Configuration and Service folder (for example Hardware and Software inventory) and System Monitors (for example CPU utilization, threshold triggering, and event logs). When the IBM Director Multiplatform product server function is installed within a V5R3 i5/OS partition and the IBM Director Multiplatform product agent function is installed in an iSeries V5R3 i5/OS, Linux, or AIX 5L partition or on a Windows operating system running on a PC or IXS/IXA, you will be able to set up (via the IBM Director Multiplatform console) the capability to have system/partition summary performance information sent to the iSeries system/partition. serving as the IBM Director Multiplatform product server. This data can be routed to eServer PM for iSeries will be able to use this summarized total system performance information according to PM for iSeries performance reports and graphics for individual partitions and system wide. One use of this PM for iSeries support is to size LPARed systems. This slide shows two screen captures of the IBM Director Multiplatform console. The lower screen shows a more global view with Grouped systems on the left, the list of systems within a specific group in the middle, and on the right pane, several management tasks you can perform on the systems within the group. The upper window shows a console screen example of a CPU monitor for multiple systems including CPU utilization of system within the specific group. The next series of slides show iSeries only IBM Director Multiplatform console functions example screens.
IBM Director for Multi platform details

IBM Director allows IT administrators to view and track the hardware configuration of remote systems in detail and monitor the usage and performance of critical components, such as processors, disks, and memory. IBM Director features:
Self Managing, Smart Tools Support for non-IBM hardware Seamless integration Single click management GUI Integrated, centralized SQL Database Multiple Operating System Support
IBM Director Enhancements

Support for Linux Support for new hardware Cross-platform hardware management Support for additional operating systems Support for SNMP Version 3
Notes: IBM Director Multi platform details

This slide give a more complete list of IBM Director Multiplatform functions. IBM Directors tools provide customers with flexible capabilities to realize maximum system availability and lower IT costs. With IBM Director, IT administrators can view and track the hardware configuration of remote systems in detail and monitor the usage and performance of critical components, such as processors, disks, and memory. The IBM Director for Multiplatform product as part of the IBM Virtualization Engine platform services set of products and is based upon the existing Version 4.1 of IBM Director, which already runs on: Features: Self-managing, smart tools automated, proactive capabilities that reduce IT costs and maximize uptime. Support for non-IBM hardware Innovative use of industry standards from CIM to SNMP enables heterogeneous hardware management, protecting your existing IT investment. Seamless Integration IBM Director protects your investments in other management packages by integrating with and complementing these with more extensive hardware manageability. Single-click management GUI a convenient user interface delivers the ability to drag and drop tasks to specific systems or groups of systems. Integrated, centralized SQL database an internal database makes system-related data available, even when the specific system is not directly available. Multiple operating system support IBM Director smoothly handles a variety of popular operating systems (Multiple systems Enhancements Comprehensive support for Linux, including System Health functions Support for new hardware, including Alert Standard Format 2.0 and Intelligent Platform Management Interface (IPMI) Cross-platform hardware management with IBM Director Server and Agent support for IBM iSeries and Agent support for pSeries servers Support for additional operating systems, including Red Hat Enterprise Linux Version 3.0 Support for SNMP Version 3 IBM Scalable Systems Manager support for the xSeries 455 server New, enhanced version of the IBM Director Server Plus Pack Updated publications
iSeries Inventory Query: Installed Packages
iSeries Inventory Query: Hardware
Notes: Inventory Query Browser

Use this window to view inventory information for a system, group of systems, or group. Default query categories are provided in the Standard folder, and you can create custom queries that are stored in a Custom folder.
Viewing Standard Queries Creating User-Defined Standard Queries Changing Query Views Creating a Customized Query Editing a Customized Query Exporting Query Results
iSeries Resource Monitors
Notes: Resource Monitors

Available Resources Displays the available types of monitors in a tree structure. Director Agent is the root category (folder) of the tree structure of monitors available for systems configured with the agent. AMS and mib-2 root categories may also be displayed, depending on your network configuration. Double-click on a root category to view the next level of monitoring categories, then double-click any of these categories to access monitors that can be selected and applied to the managed systems listed in the Selected Resources pane. Use this window to activate monitors for attributes of a managed system, group of managed systems, or group. After you select an attribute for monitoring you can: View statistics on the attribute for which the monitor is activated Post statistics on the ticker tape in the Director Console Save combinations of monitors as custom views Set thresholds for specific managed systems or groups of systems Create statistical records and export the statistics to a file System/Group Numeric Threshold This dialog enables you to define a numeric threshold for a selected managed system or group. Name: Identifies the threshold. This name identifies the threshold when you view a listing of thresholds in the All Available Thresholds window. Description: Enter additional descriptive information here, for example, list the criteria or the purpose of the threshold. This information can be included as part of the event text when an event is entered in the event log. Enabled to generate events: Selecting this box activates the threshold when you save the information. Leave this check box blank if you do not want to activate the threshold. Generate events on value change: Selecting this box will result in events being generated when the value of the tracked attribute changes. A severity level of Warning is assigned to the event. All other threshold specification fields except for Minimum Duration are disabled when you select this option because you cannot specify a range of values and because the severity of the event is fixed.
Event Logs
Notes: Event Logs

This window shows an example of some CPU monitor event log entries. Looking closely you can CPU utilization monitor events for iSeries system AS01B. You can see some thresholds have been exceeded. Note, at its initial release, IBM Director Multiplatform does not have the iSeries Navigator System Monitor support for display jobs consuming CPU nor job control capabilities, such as ending or holding the job. For more information, see the August 17, 2004 announcement letter (204-191) IBM Virtualization Engine Suite for Servers V1.1.
AIX 5L and IBM ^ i5*

Consolidate and manage UNIX solutions Extend i5/OS with complementary AIX 5L applications Available on all ^ i5 servers Run standard AIX 5L with native performance
AIX 5L 5.2 partition (direct attach I/O) AIX 5L 5.3 (micro partitioning (up to 10 partitions per processor), virtual I/O, virtual Ethernet
IBM Director Multiplatform provides management & monitoring tools iSeries Navigator used to manage virtual disks, start/stop AIX partition
Notes: AIX 5L and IBM ^ i5

The iSeries statement of direction regarding AIX on an iSeries, becomes a reality during 2H 2004. A new release of AIX 5L, 5.2 becomes available July 2004 that runs on the POWER5 hardware. When placed on the eServer i5, the version 5.2 will run as another partition and will support direct attached I/O devices. AIX 5L 5.3, announced in July 2004, becomes available in the September time frame. This 5.3 release includes virtual disk support and virtual Ethernet support when installed on an i5 system. During August 2004 iSeries Navigator was enhanced with functions for managing AIX in a logical partition, including:
Start a server. Shut down a server. Create a disk drive (AIX 5L 5.3 required). Link a disk drive to the server (AIX 5L 5.3 required). Unlink a disk drive from the server (AIX 5L 5.3 required). Delete a disk drive (AIX 5L 5.3 required).
For current information on running AIX on an eServer i5 system, refer to: http://www.ibm.com/eserver/iseries/aix See the p5 July 13 announcement material for a statement of direction regarding i5/OS on selected IBM eServer i5 systems.
eServer i5 and eServer p5 Virtualization Offerings

eServer i5
Dynamic LPAR Micro-Partitioning Virtual Storage Hosting Virtual Ethernet Hosting Virtual CD/DVD and Tape Hosting Included Included Included via i5/OS Included via i5/OS Included via i5/OS Included Advanced POWER Virtualization Feature Advanced POWER Virtualization Feature
- Virtual I/O Server
eServer p5
Advanced POWER Virtualization Feature

- Virtual I/O Server
Not Currently Supported
Advanced POWER Virtualization Pricing (Per CPU) See eServer p5 Sales Manual
Linux and IBM ^ i5*

Common Linux distribution for POWER5 processor based servers
SUSE LINUX Enterprise Server 9 and Red Hat Enterprise Linux 3 Automatic processor balancing with uncapped partitions Extends AIX application options
iSeries Navigator V5R3 enhancements

Start up, shut down Linux servers on IXA, IXA, and POWER5 Linux partition Create/manage virtual storage spaces
IBM Director Multiplatform provides management & monitoring tools
Notes: Linux and IBM ^ i5*

During August 2004 iSeries Navigator was enhanced with functions for managing Linux in a logical partition, including: Start a server. Shut down a server. Create a disk drive. Link a disk drive to the server. Unlink a disk drive from the server. Delete a disk drive
Notes: Linux and IBM ^ i5 - 2*

The following represents supported and planned direct I/O attachment to a Linux partition through V5R3: #0142 Linux Partition Specify The #0142 is used to specify that this system is to be logically partitioned with a Linux partition. Specify one #0142 for each Linux partition required. Only Linux direct attached features are allowed within a Linux partition. There are no minimum number of Linux direct attached features required per Linux partition. A Linux partition can exist without any Linux direct attached features in it (in this case, all I/O is virtualized through the iSeries server). Linux Direct Attach Features These features can be directly attached to a Linux partition. Linux direct attach features cannot be accessed by i5/OS partitions. See the August 2004 System Handbook and System Builder for a list of Direct attachment features for a Linux partition.
iSeries NetServer: Support Linux Clients

i5/OS Support for Windows Network Neighborhood (iSeries Netserver) is expanded to support Linux clients.
iSeries NetServer support of Linux (clients) provides the same file and print sharing function as the existing iSeries NetServer.
iSeries NetServer
Linux clients (with kernel Version 2.4.3 and higher) with SAMBA (Version 2.0.7 and 2.2) can access the iSeries NetServer functions. This function was available at V5R2
For additional information, see: http://www.ibm.com/eserver/iseries/netserver

Linux clients
This gives the iSeries administrator the ability to easily control what files or printers a Linux user can get access to
LPAR Summary Information
LPAR Basic Definitions

Dynamic LPAR: Ability to move resources between partitions without shutting down a partition Micro-Partitioning: Ability to assign partial processors to a partition, for example, 2.6 processors (smallest unit is .1 processor) Dedicated Partition: Whole processors only, assigned to a partition Authorized operator can manually move processor from a dedicated partition to another partition (no automatic re-assignment to another partition) Capped, Shared Processor Pool Partition: Whole or partial processors in a shared processor pool assigned to the partition Automatic reassignment of processors from one partition to another or manual reassignment Specified maximum number of processors assigned to a partition cannot be exceeded The Processing Units value defines the maximum amount of equivalent processor power that the partition can use. This Processing Units value is used to calculate the number of operating system license entitlements required. Virtual Processors value defines the number of physical processors that the system can access to provide the processing power Uncapped, Shared Processor Pool Partition: Whole or partial processors in a shared processor pool assigned to the partition Automatic reassignment of processors from one partition to another or manual reassignment. See the earlier slides describing uncapped partition support. Specified maximum number of processors assigned to a partition can be exceeded The Processing Units value defines the basic or start up number of processors that the partition will use. The sum of all such processor units in a shared pool cannot exceed the number of permanent processors in the shared pool. Virtual Processors value defines the number of physical processors that the partition can automatically reassign to itself, provided idle processor power is available. This can be set to the number of processors in the shared pool, but can be less. This Virtual Processors value is used to calculate the number of operating system license entitlements required.
LPAR Basic Definitions 2

Shared processor pool: a group of processors defined as a pool that can be automatically and temporarily reassigned to a partition using the pool as the workload resource utilization fluctuates within a partition. Resources can be shared between partitions in increments of .01 processors by either a capped or uncapped partition.
OS Support for Virtualization on eServer i5

i5/OS 5.3
Micro-Partitioning Uncapped Partitions Dynamic LPAR - Processor - Memory - I/O Virtual I/O Hosting Virtual I/O Client - Storage - Ethernet - CD/DVD - Tape No Yes No No Yes Yes No No No No No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No Yes No Yes No No No No No Yes Yes
AIX 5L 5.3
Yes Yes
AIX 5L 5.2
No No
Linux SLES 9
Yes Yes
Linux RHEL 3 U3
Yes Yes
Integrating Windows, Linux, and AIX Servers

Consolidate Intel processor-based Windows & Linux servers with the Integrated xSeries Server & Integrated xSeries Adapter Windows Server 2003
Flexible options to manage passwords for i5/OS and Windows users Increase storage space size up to 1TB, with maximum of 32TB per server
Linux, AIX
IBM intends to provide Linux support on selected IXS and xSeries servers attached to ^ i5 via the IXA* Extends Linux, AIX application options iSeries Navigator supports Linux on an IXS/IXA, POWER Linux partition, AIX partition
IBM Director Multiplatform provides management & monitoring tools
Notes: Integrating Windows, Linux, and AIX Servers

You can see the increased storage sizes supported on the IXS with V5R3. For Linux on an IXS/IXA, see the earlier slide titled eServer i5 Multiple Operating Systems July 2004 Announcements The iSeries Navigator interfaces to Linux and AIX 5L on iSeries will be available with iSeries August31 GA. Note: On the initial GA of 520 and 570 models, none of the IXS or IXA feature cards available on non-POWER5 models not fit inside the system frame. The card has to be installed in a supported I/O tower. IBM recognizes the need to have available a new IXS card that can fit within the 520/570 enclosure.
V5R3 iSeries Navigator: Linux, AIX 5L Administration

Centralized Server and Virtual Storage Management for Windows, Linux, and AIX 5L Start up, Shut down Linux on IXS/IXA, POWER5 Linux, AIX 5.2/5.3 partitions Create and manage virtual storage spaces for Linux on IXS/IXA, POWER5 Linux, AIX 5L 5.3
Start Server Example
Notes: iSeries Navigator Windows Administration: Linux on IXS/IXA

This slide show the list of servers that can be managed through the iSeries Navigator Network -> Windows Administration -> Integrated xSeries Servers folder. With this interface you can view: Windows operating systems on an IXS or IXA POWER Linux operating system within an eServer i5 partition POWER5 AIX 5L operating system within an eServer i5 partition Intel-based Linux operating systems on an IXS or IXA (when available) This slide shows examples of Linux as an i5 system partition and as an operating system running on an IXS (pre-GA).
iSeries Navigator Integrating Windows, Linux, and AIX Servers

Virtual Disk Linux Partition Example
Disk Status Adding a disk Adding a link to a server
V5R3 Windows OS Administration enhancements

Enrolled i5/OS users can now manage their passwords in Windows Enterprise Identity Mapping (EIM) enablement Limited Kerberos support for SBMNWSCMD and file level backup Maximum size increase for Network Server Storage Space from 64GB to 1 TB Improved handling of daylight saving time changes New Network Server Description parameter (SHUTDTIMO) Disk statistics are now more accurately reported in iSeries Navigator and WRKNWSSTG Windows NT 4.0 is no longer supported
Notes: V5R3 Windows OS Administration enhancements

Before discussing the first 3 bullets on this slide which address user profiles and the use of Kerberos and EIM in the context of Windows integration, let us discuss the following: The new Submit Network Server (SBMNWSCMD) command and file level backup now provide limited support for Kerberos v5 authentication. *See SBMNWSCMD and file level backup support for Kerberos v5 and EIM in Information Center The Network Server Storage Space maximum size has been increased from 64,000 MB to 1,024,000 MB. System Time changes for Daylight savings can now be automatically updated by the iSeries. *See Time synchronization in Information Center. A new Network Server Description (NWSD) attribute for shutdown time out (SHUTDTIMO) allows you to specify how long integrated Windows Servers are given to shut-down when they are varied off, before abnormally terminating the active server. The disk statistics displayed through the WRKNWSSTF command and through iSeries Navigator are now more accurate. Windows NT 4.0 is no longer supported and should be upgraded to Windows 2000 Server. It is not possible to upgrade a Windows NT 4.0 Server to Windows Server 2003. You must delete the existing Windows NT 4.0 Server and install a new integrated server with Windows Server 2003. *See Upgrade your server from Windows NT 4.0 to Windows 2000 Server. *Please reference the V5R3 Information Center for further detailed information / instructions: http://www.ibm.com/eserver/iseries/infocenter http://www.ibm.com/servers/eserver/iseries/windowsintegration/
Now let us discuss on the next notes page, the first 3 bullets on this slide which address i5/OS and Windows user profiles and the use of Kerberos and EIM in the context of Windows integration.
Notes: V5R3 Windows OS Administration enhancements - 2

It is helpful to think of integrated Windows users using the iSeries as fitting into three basic types : Traditional user (password managed by i5/OS) By default users are set to this type. This user works in both Windows and i5/OS. The i5/OS password and Windows password will be synchronized. Each time that the integrated Windows server is restarted, the user's password will be reset to the i5/OS password. Password changes can only be made in i5/OS. This user type is recommended for running File Level Backup and remote Windows commands. To set a Windows user to this configuration, use the user profile parameter (new with V5R3) LCLPWDMGT to *YES. Windows password-managed user This user does all or most of their work in Windows and may never, or rarely, sign-on to i5/OS. If the user signs-on to i5/OS, they must use an authentication method such as Kerberos to access i5/OS. This is discussed in the next Windows user type - Windows user with Enterprise Identity Mapping (EIM) configured. For this i5/OS user profile, set the user profile parameter LCLPWDMGT to *NO. and PASSWORD to *NONE. The i5/OS enrollment password is saved until Windows enrollment is successfully completed. After the i5/OS user is enrolled to Windows, the Windows user may change and manage their password in Windows without i5/OS overwriting their password. Using this method allows for a more secure environment because there are fewer passwords being managed. An i5/OS sign-on requires an authentication method such as iSeries Navigator provides with their support of i5/OS sign-on using Kerberos. Windows user with EIM associations with Kerberos authentication Users in this category are defined to a Kerberos network for authentication and mapped by EIM on iSeries to an i5/OS user profile. With this support the i5/OS user profile can optionally specify PASSWORD(*NONE) if the only method of signing on to the iSeries is through this EIM-based support. When using Kerberos each user and iSeries (principal) must be defined to a Kerberos Distribution Center (K DC) and is automatically represented by a ticket. On iSeries this requires Network Authentication Services (Kerberos support) to be set up and EIM associations to map the exchanged principals ticket to an i5/OS user. The EIM association mappings can be done either automatically (new in V5R3) or manually through the iSeries Navigator EIM associations interface.
Notes: V5R3 Windows OS Administration enhancements - 3

V5R3 offers automatic creation of Windows source associations, which makes it easier to set up and configure to use Kerberos enabled applications. This automatic function is triggered by the new i5/OS user profile parameter - EIM Association (EIMASSOC). In V5R2 and V5R3 you create, view and change EIM associations (for example Kerberos principal xxxx equals i5/OS user yyyyxxxxx) using iSeries Navigator EIM interface. With V5R3 this new user profile parameter you can also define an EIM association for this user profile automatically when creating or changing this profile through a 5250 command interface. The following example EIMASSOC(*USRPRF *TARGET *ADD *CRTEIMID) means: Create an EIM association that is the same name as this user profile This EIM association is a target association. Target associations are primarily used to secure existing data on the local (target) system. This identity will be found as the result of an EIM mapping lookup operation, but cannot be used as the source identity for a mapping lookup operation. Add this new association Create a new EIM identifier (can have more than one mapping after it has been created) if it does not already exist. If EIM has not already been set up, these EIM functions are ignored. You can continue to manually set up EIM associations through iSeries Navigators EIM interface as was available under OS/400 V5R2. With this interface you can define EIM associations for enrolled OS/400 user profiles to be different user profiles in Windows. The detailed Security presentation contains additional information on this support. See also V5R3 Information Center, V5R3 on-line help information, and the V5R2-based redbook Windows-based Single Signon and the EIM Framework on the IBM eServer iSeries Server, SG24-6975.
Lower Cost, More Secure Single Signon

i5/OS V5R3 can be native Kerberos Server KDC (Key Distribution Center)
Enables single signon deployment without requiring a Windows KDC Eliminates password caching in Windows servers Management Central Kerberos, EIM configuration distribution
i5/OS single sign on (SSO) can be extended to WAS-based applications

Portlets, Servlets WebFaced applications iSeries Access for Web WebSphere Development Studio Advanced Edition
For Domino <-> WebSphere, see Integrating Lotus Domino 6 and WebSphere Express V5 on the IBM eServer iSeries Server, SG24-6998-00
Notes: Lower Cost, More Secure Single Signon

In traditional 5250-based applications, end-users sign on once and then have access to all their authorized application options. In a client-server environment, the client will prompt for security information and then pass it in some form to the application/database servers so that the end-user is unaware of the various servers involved. In an e-business environment there is likely to be a number of physical or logical servers involved, each of which may have distinctly different security requirements and implementations. Therefore it is likely that endusers may require multiple user profiles or identities and possibly may have to sign on to them separately and frequently throughout the day due to the likelihood of timeouts being configured in some e-business applications. So the ability to sign-on to WAS and not have to sign-on to OS/400 even when IDs/passwords dont match is very desirable. This is called single sign-on (SSO) and iSeries users already have two SSO implementations available for specific environments: SSO between Domino and WebSphere resources (but not OS/400 resources) and is based on LDAP. See redbook: Integrating Lotus Domino 6 and WebSphere Express V5 on the IBM eServer iSeries Server, SG24-6998-00 For applications enabled for Kerberos (iSeries Navigator, iSeries Access 5250 emulation, DRDA, NetServer, QFilSvr400) Kerberos and Enterprise Identity Mapping (EIM) can be used. See the redbook Windows-based Single Sign on and the EIM Infrastructure on the IBM eServer iSeries Server, SG24-6975. Note, starting in V5R3 iSeries provides much more flexible Kerberos and EIM support. This includes enabling the V5R3 iSeries system to be a Kerberos Key Distribution Center. Management Central System Values support also provides the new capability to distribute one systems Kerberos and EIM configuration to other V5R3 iSeries systems. This eases the set up of a network of iSeries systems using this support. See the Security Overview presentation for details. New with V5R3 we extend the single sign on to other iSeries applications environments that are based on the IBM WebSphere Application Server. Since Kerberos is not supported in base WAS and there is no licensed program you can buy that provides full WAS support for Kerberos, we provide new Identity tokens support as a base for WAS applications single sign on (along with some other functions (for example, end-to-end audit entries on the OS/400 side).
Notes: Lower Cost, More Secure Single Signon - 2

Identity tokens, based on EIM (without the complexity of Kerberos) enable single sign on for: 1) iSeries Access for Web servlet and portlet users. When iSeries Access for Web users start a connection to the iSeries they are prompted for their user profile and password. This product also provides two portlets, so people using them are prompted to sign on to the Portal Server and then prompted a second time to access the iSeries. 2) WebFacing users are also looking for single sign on support for operating within a portlet or just as a servlet. 3) WDSC has a Web Tools wizard which can be used to call an existing program (RPG for example) passing parameters and getting the output returned to the workstation. This is based on the Java Toolbox. 4) People writing their own portlets for the series also dont want to be prompted for security information too often. Most likely they will also be using the Java Toolbox.
Identity Token Single Sign-On (SSO)

Four key ingredients:
WebSphere Application Server security active Portal Server security active (if using portlets) A new Java 2 Connector (and product updates) EIM server configured and active
Which environments can use it?

IBM products and user programs at V5R2 and V5R3 including:
iSeries Access for Web portlet users WebFacing users Web Tools wizard users User written portlets, servlets, EJBs that use the Java Toolbox functions, including JDBC access to the i5/OS Database
Notes: Identity Token Single Sign-On (SSO)

A solution based on WAS security and identity tokens has been devised and will be made available for both V5R2 and V5R3. There are four requirements in order for this solution to be available : WebSphere Application Server must be configured with security activated. WAS can use local OS security (for example, i5/OS security), LDAP or a custom registry to authenticate users. Portal security must also be activated (if portlets are being used) so that it passes authentication requests across to WAS. A new Java 2 Connector must be called by the IBM or user written programs/servlets/portlets that will pass the authentication indicator from WAS across to an EIM server and request an identity token. Java 2 Connectors are generally used to gain access to ERP systems, transaction processing systems and other database systems. This one is specifically written to access an EIM server. The EIM server needs to be configured and active however it does not need Kerberos configured as it is not doing the authentication (it has already been done by WAS). It is just handing out identity tokens to be used to access servers that support identity tokens. A number of i5/OS-based servers are being updated to accept these tokens. This includes the host servers and the WebFacing server. To use this solution, the clients also need to be updated to use the Java 2 connector. The clients that will make use of this Java 2 Connector are: The iSeries Access for Web portlet and servlet code WebFaced applications WDSC Web Tools User written portlets, servlets, EJBs and Java Toolbox users At this time, JDBC through the Java Toolbox does not support this SSO solution. However record level access via the Java Toolbox is supported along with the other Toolbox functions. Another function that would benefit from this SSO support in the future is the iSeries Navigator Tasks for the Web.
Notes: Identity Token Single Sign-On (SSO)

The WDSC Web Tools and the WebFacing support require the developer to use WDSC Advanced Edition V5.1.2. This product will provide the necessary configuration prompts/wizards to configure the SSO support for each WebFacing and Web Tools project. WDSC Advanced Edition is now sold on a per-seat basis so there is no longer the need to pay for it based on software tier. All the other environments are enhanced at no extra cost and without requiring extra security or web-based program products to be purchased and installed. Naturally, requesting an EIM token will extend the sign on processing time for the supported environments. However, the token is saved in the connection information and reused when required so this should reduce the number of times it needs to be requested. The following slide shows the configuration panel used with the iSeries Access for Web portlets plus the associated help text panel. The fourth authentication option listed is the new support being described here.
Single Sign-On Configuration for iSeries Access for Web
Notes: SSO Configuration for iSeries Access for Web

This slide illustrates part of the configuration window of a portlet definition and help text for setting up iSeries Access for Web to use an Identity Token just select a the prompt. The text shown is on-line help text. See the e-business Technical Overview presentation for more details.
IBM Enterprise Workload Manager (EWLM)*

Provides cross platform end-to-end view of goal oriented performance management for enterprise applications i5/OS V5R3 enables monitoring of applications instrumented with Application Response Measurement (ARM) standards
WebSphere Application Server IBM HTTP Server (Powered by Apache) DB2 UDB
An IBM Virtualization Engine systems service
Notes: IBM Enterprise Workload Manager (EWLM)

Application Response Measurement (ARM) APIs are an open set of standards that provide a standard way for applications / middleware to cooperate with management applications to measure transaction response times. IBM Enterprise Workload Manager (eWLM) is a technology that enables instrumentation of applications with Application Response Measurement (ARM) in order to monitor the performance of transactions across a distributed environment. This ARM-based performance information will be used by eWLM to monitor and adjust the allocation of computing resources on an ongoing, split-second basis. Planned functions include the ability of eWLM to detect changes in its environment and decide which resources (system, network, load-balancing patterns) to adjust in order to enable a network of systems or logical partitions to meet end-to-end performance goals. Middleware such as WebSphere Application Server is instrumented with ARM, thus enabling it to take advantage of products such as eWLM and participate in IBM's autonomic computing initiative. eWLM will provide significant value in understanding response times and transaction flow for the following: improved service-level management based on performance policies determining where transactions hang active workload management for better capacity use understanding bottlenecks for better capacity planning. The ARM 4.0 standard supports both C and Java applications and will allow developers to instrument applications so that they collect performance data. This technology is intended to drive the first significant ARM instrumentation in commercial middleware. This basic prototype will feature the following: Administrative application Management server and eWLM agent for collecting ARM data Simple reporting Server class reporting Service class drill-down reporting High-level server statistics Initially, i5/OS V5R3 only supports performance monitoring of applications such as WebSphere Application Server, IBM HTTP Server (Powered by Apache), ODBC and JDBC. More detailed documentation will be provided 3Q 2004.
Virtualization Engine Console*

Intuitive, web-based user interface for Virtualization Engine Systems Services Provides a consolidated view of infrastructure resources that you are monitoring and managing Proactively alerts when attention required Utilizes integrated WAS-Express for iSeries default instance Interface to iSeries Navigator Management Central functions
Notes: Virtualization Engine Console*

The goal of the Virtualization Engine console is to provide a common, web-based user interface, using IBMs Integrated Solution Console (ISC) technology, that would pull together the Virtualization Engine systems services into a common fabric. The Integrated Solutions Console is an Autonomic Computing core technology, developed by IBM research and being driven into products across the IBM eServer and TotalStorage offerings. Ultimately, the Virtualization Engine console would be used to invoke functions that cross the components or services within the multiple operating environment that it supports. This would reduce or eliminate the component identity and move the identity to the Virtualization Engine itself. These cross component functions, when built on common technologies, will provide the basis for upward integration to IBM Tivoli and other on demand products.
VE Console a look at the different pieces

Bridge to IBM Director
IBM Director Multi-Platform

Windows Agent Aix Agent Linux Agent i5/OS Agent
IBM Director Server
VE Console
Bridge to Mgmt Central Bridge to CSM
IBM Director Console Management Central Server
AIX CSM Server
Management Central Console

Management Central
Systems Provisioning
Simplifies the deployment of multiple infrastructure servers Automates the installation Linux and Windows servers Provisions hot spare IXA/IXS failover, and Linux on POWER cloning Supports deployment of Windows on IXS/IXA and Linux on POWER An IBM Virtualization Engine systems service
* Product Preview. Planned availability 3Q 2004 This presentation contains information about IBMs plans and directions. Such plans are subject to change without notice.
Notes: Systems Provisioning

System provisioning on Multiplatforms is designed to allow IBM eServer systems and their major operating systems and technologies to be dynamically provisioned, that is, provided with resources, in a consistent way. System Provisioning enables virtualization by introducing System Capacity on Demand (CoD) solutions with a completely underlying virtual systems environment across a heterogeneous set of resources like servers, storage systems, and operating systems. IBM Virtualization Engine will provide a close, complete integration with existing platform management and virtualization technologies, taking advantage of IBM eServers and storage systems in a virtualization environment.
End of Part 1 of 2
Trademarks and Disclaimers

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GP03 V5R3 Technical Overview Part 1 of 2: Introducing IBM I5 & i5/OS

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GP03 V5R3 Technical Overview Part 1 of 2: Introducing IBM I5 & i5/OS

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GP03 V5R3 Technical Overview Part 1 of 2

Introducing IBM ~ i5 & i5/OS

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Power Architecture: A Platform for Innovation

Exploiting the industrys most successful 64-bit processor technology

Power Architecture is more than just a

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Power Architecture and IBM POWER5 POWER4 POWER5

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Notes: Power Architecture and IBM POWER5

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A Decade of 64-bit Microprocessor Excellence

2004 POWER5 276M >= 1.5 GHz Up to 254*

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Notes: A Decade of 64-bit Microprocessor Excellence

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Notes: A Decade of 64-bit Microprocessor Excellence - 2

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+ POWER5 technology = eServer i5 Flexible, integrated data transaction servers

pSeries + POWER5 technology = eServer p5

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Notes: IBM eServer

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POWER5 Common Technology: two customer sets

Simplicity in an on demand world

Make no compromises. Accept no limitations.

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Notes: POWER5 Common Platform: two customer sets

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Notes: POWER5 Common Platform: two customer sets - 2

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New Economic Model

iSeries: Integrating the value of i5/OS IBM middleware with Editions

Realigning Price With Value

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Notes: New Economic Model

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IBM Virtualization Engine*

IBM Virtualization Engine

Extending IBMs virtualization leadership

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Notes: IBM Virtualization Engine and eServer i5 systems

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Notes: IBM Virtualization Engine and eServer i5 systems - 2

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IBM eServer i5 Announcements

July 13, 2004 (GA August 31)

August 17, 2004 (GA September 10)

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Flexible, on demand pricing for IBM eServer i5 servers

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Introducing Flexible On Demand Pricing

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Notes: Introducing Flexible On Demand Pricing

2004 IBM Corporation PAGE 26

Increase Flexibility for Multiple Workloads

Number of hardware activations may not equal i5/OS licenses

Enterprise now enabled by processor