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System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager [email protected]

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

System z Linux Proof Of Concept Project Management Best Practices

September 8, 2009

Marianne EggettSystem z Linux Practice [email protected]

Page 2: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Agenda

• Mainline’s System z Linux Life Cycle

• Planning for the POC • Project Methodology Overview• Do’s and Don’ts

Page 3: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Through Out the Life Cycle Mainline is there

Planning Proving

Production

•Business Cases•Sizing Servers for IFLs•Value of Z Linux Presentations•Account Planning•Proposal Development•Scoping POC

•System z Linux POC Projects•Systems Assurance•Architecting Solutions•Installation Services•IBM Specialty Engine Loaner Program

•Linux LOTS•zVM & Linux Healthcheck

Page 4: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Linux Team

The Team• Planning: New Workload Sales Team

Marianne Eggett – Central, West Andy Greco – NE, Mid Atlantic, SE

• Proving: Installation Team Project Managers zVM and Linux Technical Consultants WebSphere, DB2 UDB, other expertise

• Production: 24x7 SuSE LOTS Support Line Supporting zVM & SuSE Linux Supporting IBM and many non-IBM

middleware Software products

Years of Experience 11+ years with Linux 6+ years implementing Linux on

System z 6+ years server consolidation sizings

for System z Linux 6+ years assisting with business case

development Certifications Novell CLE, CLP, CNS and

Red Hat RHCE

Page 5: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

•DB2 Connect – Ideal 1st Application•Oracle – Generates excellent TCOs •WebSphere AS, MQSeries & Portal•WebSphere HATS & HOD•CICS Gateways, IMS Connect•Lotus Domino eMail and Applications•Tivoli TSM Server•DB2 UDB•Communication Controller for Linux (3745 replacement)

•Network Infrastructure; FTP, NFS, DNS, etc. •ISV products; WebFocus, Attachmate

Best Fit For Server Consolidations

Page 6: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

MIS Customer References

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

Page 7: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Linux Partners

• Novell Business Partnership Mainline is Novell’s largest remarketer of System z

SuSE Linux• Red Hat Business Partnership• IBM

zVM and PPA Software IBM Software Excel & Support Line

• Velocity Software for zVM & Linux performance tuning

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

Managing the Linux Proof of Concept

Page 9: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Page 10: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Value Proposition

Planning Proving

Production

IBM•Scorpion Study •Environmental Studies •Application Assessments•zRace

Mainline•IFL Capacity sizings•Business Case•zRace with IBM Techline

Page 11: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•Statement of Work Consulting Services•Status Report•Phone SupportIBM Loaner Program•POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Page 12: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Definition

• Choosing Scope is Critical– Significant enough– Not overwhelming

• Resource Commitment• Senior Management Commitment

– Success Criteria

• System assurances are valuable

Page 13: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•SOW Consulting Svc•Status Report•Phone SupportIBM Loaner Program• POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

•IBM loaner Eq.•zVM & Linux install•Other SW install•Network•Security•Disk•DB loads•Application set up•Other Distributed Servers•Weekly Status Meeting•Status Report

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Page 14: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Installation and Set up

• Week day vs. Weekend changes– IBM CE– Real Memory – Networks

• Consultants on site for skills transfer

– Back up environment– Clones

• Weekly status meeting

Page 15: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

•Test PlanUnitVolume/Performance•Weekly Status Mtg•Status Report•Issues Management•Escalation Process•Resource Management

•In house•Mainline•IBM •Linux vendor•ISVs

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•SOW Consulting Svc•Status Report•Phone SupportIBM Loaner Program• POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

•IBM loaner Eq.•zVM & Linux install•Other SW install•Network•Security•Disk•DB loads•Application set up•Other Distributed Servers•Weekly Status Meeting•Status Report

Page 16: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Testing

• Test Plan– Outline tests– Document performance targets when compared to current

production system– Keep track of each run’s changes– Keep track of each run’s results

• Learning curve– Ask for help early

• Problems– Ask for help early– IBM and BP resources– Open problems with software vendors too, i.e. Oracle

• Weekly Status meetings– Schedule meeting out 12 weeks

Page 17: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

•Success Criteria Acceptance•Loaner Purchase or removed

•Production Implementation Planning•Purchasing •Technical Services •Vendor 24x7 Support

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•SOW Consulting Svc•Status Report•Phone SupportIBM Loaner Program• POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

•IBM loaner Eq.•zVM & Linux install•Other SW install•Network•Security•Disk•DB loads•Application set up•Other Distributed Servers•Weekly Status Meeting•Status Report

•Test PlanUnitVolume/Performance•Weekly Status Mtg•Status Report•Issues Management•Escalation Process•Resource Management

•In house•Mainline•IBM •Linux vendor•ISVs

Page 18: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Closing

• Document results against Success Criteria

• Review results with project team to gain everyone’s concurrence

• Identified lesson’s learned

Page 19: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Proving – Managing the Linux POC

•Customer Final Report•Success Criteria Acceptance•IFL Purchased or removed

3-5 weeks

1-3 weeks

2-20+ weeks

1-3 weeks

•Production Implementation Planning•Purchasing •Technical Services •Vendor 24x7 Support

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•SOW Consulting Svc•Status Report•Phone SupportIBM Loaner Program• POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

•IBM loaner Eq.•zVM & Linux install•Other SW install•Network•Security•Disk•DB loads•Application set up•Other Distributed Servers•Weekly Status Meeting•Status Report

•Test PlanUnitVolume/Performance•Weekly Status Mtg•Status Report•Issues Management•Escalation Process•Resource Management

•In house•Mainline•IBM •Linux vendor•ISVs

Page 20: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Hardware Solution Coordination

Managing the Linux POC

These are PMO standard templates to manage Linux POCs POC Scope Document POC Success Criteria POC Project Plan POC Team Roster POC Status Report

zVM and Linux POC Project Management Deliverables

Page 21: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Beware of the Benchmark POC

Stay away from performance benchmark tests that drive the IFL to 100% to determine maximum transactions compared to Intel/Power platforms.

System z Linux “sweet spot” is as a multi-tasker.

Final Comments

Page 22: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Ideal POC Scope

Focus the POC scope on • Learning the environment• Functional test or Production

comparative test• Follow up on the Business Case

Page 23: System z Linux Proof Of Concept Project Management Best Practices September 8, 2009 Marianne Eggett System z Linux Practice Manager Marianne.eggett@mainline.com

Project Initiation

Project Definition

Installation & Set Up

Testing

Closing

Planning Proving – Managing the Linux POC

•POC Final Report•Success Criteria Acceptance•IFL Purchased or removed

Value Proposition•Learning the value of System z Linux•Server Consolidation Sizings•Business Case DevelopmentPOC Initiative•Scoping POC•POC IFL Sizings•Real memory sizing•Scope Document

Infrastructure Planning•Hardware•Software•Network•Security•Disk•Backup & RecoveryProject Planning•Scope Document•Project Plan•Team Roster•Systems Assurance•SOW Consulting Svc•Status Report•Phone SupportIBM Loaner Program• POR date•Success Criteria•Configs•Sizings•IBM Contracts•Linux Trial•Software Trial

•IBM loaner Eq.•zVM & Linux install•Other SW install•Network•Security•Disk•DB loads•Application set up•Other Distributed Servers•Weekly Status Meeting•Status Report

•Test PlanUnitVolume/Performance•Weekly Status Mtg•Status Report•Issues Management•Escalation Process•Resource Management

•In house•Mainline•IBM •Linux vendor•ISVs

•Production Implementation Planning•Purchasing •Technical Services •Vendor 24x7 Support