IRIS 9.15-ENH-001 Installation Instructions Part 1 (AS400)

IRIS 9.15-ENH-001 Installation Instructions Part 1 (AS400)

IRIS 9.15-ENH-001 Installation Instructions Part 1 (AS400)

XGISVersion 01Page 1 of 57

IRIS 9.15-ENH-001 Installation Instructions Part 1 (AS400)

Copyright notice

(c) Copyright Xchanging Global Insurance Solutions 2007. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of XGIS.

Disclaimer

Information in this document is subject to change without notice and does not represent a commitment on the part of XGIS. XGIS provides no warranty of any kind with regard to this material including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. XGIS shall not be liable for errors contained herein or for any direct, incidental or consequential damages resulting from the use of this material

1.Amendment History

XGISVersion 01Page 1 of 57

IRIS 9.15-ENH-001 Installation Instructions Part 1 (AS400)

CONTENTS

1.Amendment History......

2.Introduction......

3.Overview......

IRIS Release Naming Convention......

IRIS Upgrade Applicability......

4.Expected Time......

5.Installation Materials......

Enclosed Items......

Other Items Required......

6.Installation Pre-Requisites......

7.Installation Requirements......

Current Version of IRIS......

Exclusivity......

8.Installation Instructions......

General Instructions......

8.1.1Conversion Menu Options......

Installation Application Strategy Options......

8.1.2Environment (Mode)......

Pre-Installation Procedures......

8.1.3IRIS Preparation......

8.1.4Back-up IRIS System......

8.1.5System Preparation (Live Environment only)......

8.1.6Delete SQL Packages......

8.1.7Restoring XUNMTOOLS......

8.1.8Begin Upgrading IRIS to 9.15-ENH-001......

9.System Library Changes......

Implications for GUI......

10.APD - MENU SYSTEM......

11.User Defined Queries......

12.Post Upgrade Procedures......

Set Printer Files to HOLD if required (only run after a live upgrade)

Installation checks......

Contact XGIS......

13.Data Areas......

14.Assistance Contacts......

15.Files Affected/Updated......

New Database Files......

Changed Database Files......

16.New/changed Fields......

17.SERVICE NOTIFICATIONs Addressed......

18.IR Release Notes......

19.Fix Programs......

20.Appendix......

Library Naming Convention......

21.Supplement......

Progress Flow Sheets......

2.Introduction

Conventions

Throughout this guide the following conventions have been used:

AS/400 commands which are to be entered exactly as shown are displayed with a Bold typeface e.g.CHGLIBL LIBL(QTEMP)

Any commands which require a generic parameter to be substituted by specific parameter are displayed with a Normal Italic typeface enclosed within curly brackets e.g. {IRIS Data Library}, {Tape Device}.

Any AS/400 commands where a parameter needs to be entered where one does not exist are displayed in a Bold Italic typeface. This generally only occurs on AS/400 screen displays where the screen is initially displayed without a parameter and one is selected from a list e.g.*DEV *TAP

On AS/400 screens where the existing parameter requires amendment, the existing parameter is displayed in a Bold Italic typeface and is enclosed in curly brackets e.g.{XUNMSYS}. The value that needs to be substituted is given in the accompanying text.

3.Overview

IRIS Release Naming Convention

Because of the development of a GUI (Graphical User Interface) version of the IRIS database, it has become necessary to introduce a revised naming convention for the releases of the IRIS software. Previously the naming convention consisted of two parts:

• a Version number and
• a Release number

For example IRIS 8.1.

With the introduction of the GUI version, the naming convention consists of three parts:

• the GUI Version number,
• the IRIS version number and
• a Release number

For example 4.9.1

The last required release of the IRIS software was version 9.15-ENH-000. The AS/400 9.15-ENH-001PTF can only be applied to Version9.15-ENH-000.

If the version of IRIS being used is earlier than 9.15-ENH-000 then the current version of the IRIS software needs to be upgraded to Version 9.15-ENH-000 before proceeding with this upgrade to Version 9.15-ENH-001. If you do not have the upgrade instructions or tape for version 9.15-ENH-000, then please contact either the Helpdesk (02077805373) or your Account Manager.

IRIS Upgrade Applicability

This documentation refers to the installation of the upgrade to IRIS Version 9.15-ENH-001 of IRIS from Version 9.15-ENH-000.

The installation is achieved via a central menu, which is provided on the tape supplied. This method of operation promotes ease of use and reduces the possibility for error.

Please read the whole of this documentation thoroughly and decide on the various options presented before undertaking the upgrade installation.

4.Expected Time

To assist with the planning of this installation, estimates of the expected time are provided for each of the major sections of the installation. This includes the preparation time before the actual install is attempted. It should be emphasised that the times provided are only estimates. The processor size of the AS/400 and the quantity of the data within the IRIS database will affect the times stated below.

5.Installation Materials

Enclosed Items

The following items are enclosed:

If any of the above items are not received or received in a damaged condition then please contact your Account Manager or those personnel listed under Assistance / Contacts

The tapes specified above contain the following items for this installation

Other Items Required

The following documentation has been posted onto the web-site and relates to this installation.

6.Installation Pre-Requisites

This upgrade installation has been prepared on the basis that the following conditions exist on your machine:

• The AS/400 is currently using Version 3 Release 2 or later of the operating system

• The person undertaking the Installation has authority equivalent to QSECOFR or QSECADM

• The User Profile E#UW exists on the AS/400 and has authority to the following commands:

RSTLIB

RSTOBJ

RSTDLO.

If any of the above are either not true or are not available then the upgrade installation will not run. Please contact your Account Manager for guidance.

7.Installation Requirements

Current Version of IRIS

This installation can only be applied to Version 9.15-ENH-000of IRIS. The current version of IRIS can be found in Data Area ZZPFRZA0. If you are currently on V9.15-ENH-000 of IRIS, this data area should be set to ‘ENH0’. The Data area can be accessed through the Data Area Manager option within IRIS. This option is found on the Housekeeping Menu. The data area can be found within the section entitled ‘General Data Area Maintenance’ and is entitled ‘IRIS Release Status’. In the past, this data area was not updated automatically when a system was upgraded, so unless it has been updated manually, it may be misleading. If you are at all unsure of the version you are currently on, please do not hesitate to call us.

Exclusivity

The upgrade installation cannot be applied if the IRIS system is in use. Please ensure that Users have been advised in advance of the intended date for the upgrade and that no Users are signed on to IRIS during the installation process.

8.Installation Instructions

General Instructions

Please note that all commands must be entered in upper case unless otherwise indicated. Sign on to the AS/400 using the profile E#UW. This profile must be used to ensure that the correct authority is used when applying Release V9.15-ENH-001.

Before the upgrade you should try to obtain a password for one of the User signons. This will be useful for checking accessibility to the IRIS system after the upgrade is completed.

The following section is a description of each of the menu options. This should be read before starting the upgrade on page 17 under the Pre-Installation procedures.

Conversion Menu

8.1.1Conversion Menu Options

Option 1. Set Parameters / Data-areas

This option allows the operator to enter the details of the conversion to be performed. These details are stored and used by the later options on the menu.

Option 2. Restore Upgrade Libraries

This option restores all libraries necessary for the upgrade to Version 9.15-ENH-001 to your AS/400. The libraries are named according to the standard library naming convention (The naming standards are explained in the Appendix in section20).

Option 3. End Journalling on Data Libraries

Journalling is ended on the data library to be upgraded.

Option 4. Re-size Upgrade Files

This routine re-sizes all the new or amended physical files being delivered. This ensures that they are big enough to receive all of the data currently held in the equivalent environment to be upgraded IRIS file.

Option 5. Upgrade Data Libraries

This option upgrades the existing data library for the chosen environment on the AS/400 to version 9.15-ENH-001 of IRIS. All current data and data-area settings are retained. The parameters required for the option have already been entered under Option 1 - Set Parameters / Data Areas

If the error report contains one of the following error messages:

• 'Error occurred while converting IRIS files: see report for details.'
• 'Error occurred while adding members to currency file: see report for details.'
• 'Error occurred while deleting unwanted objects: see report for details.'
• 'Error occurred while running V15-001 fix programs: see report for details.'
• 'Error occurred while changing authorities to *ALL: see report for details.'
• 'Error occurred while updating MAXMBRS parameter: see report for details.'
• 'Error occurred while setting data area values: see report for details.'

then the main data conversion has completed normally, but one of the additional conversion routines has failed. Menu option 5 - Upgrade Data Libraries can be re-run after the error has been corrected. The data conversion routine will continue from the point where the error occurred. The error report will be produced automatically on your spool queue and will help to determine the problem.

The upgrade can be re-started after any error that occurs during the Upgrade Data Libraries option has been corrected. It is not necessary to restore the AS/400 or start the whole upgrade again. The re-start is made available by re-running option 5 on the menu.

Option 6.Run Fix Programs

This option calls the relevant fix programs to be run. There are some fix programs that are run automatically, but there are others that are not. You need to check the Fix program section on page 29 and follow the instructions.

Option 7. Restart Journaling

Journaling is restarted for the (now upgraded) data library.

Option 8. Update Bureau Message Severities

This resets the Bureau message severities back to your preferred values.

Option 9. Print Update Messages

This option prints a report listing the current situation of the upgrade procedure, the upgraded library names and any outstanding tasks. The option can be run at any time to determine the status of the upgrade. It should be run if any of the options end abnormally.

Option 10.Display Upgrade Status Data-area

This option displays the stage in the upgrade process that has been reached.

Option 11.Tools

This is a menu consisting of various options designed to reduce the manual work involved in the upgrade. Details are below.

Option 12.Apply PTF to System Library

This option should only be run if a PTF is being applied. For full releases, a new copy of the system library is restored from tape. For PTFs, changed programs need to be applied to the existing system library, so this option needs to be run. A parameter screen will be displayed for the system library to be entered. (e.g. XUNMSYT for a test upgrade, XUNMSYS for a live upgrade).

Conversion Tools Menu (CNVTOL)

This is a fairly new menu that has been added since the 6.12 release to try to reduce the amount of manual job submission for the user. The Menu is accessed from the standard conversion menu. The options on the menu need not be taken in sequence, i.e. one after the other, but are to be used as and when the manual states.

It is important to note that these options will not run unless the parameters have been set for the upgrade. This is explained later in the manual.

The menu is as below:

------

CNVTOL CNVTOL Menu

Select one of the following:

1. Set output queue of this job's spooled files to HOLD

2. Check Scope (Parameters must be set for opt.1 on

Conversion Menu)

3. Check for Data Library lock (Parameters must be set

for opt.1 on Conversion Menu)

4. Rename System Library (only after LIVE upgrade)

5. Set Printer Files to HOLD

6. Update Library List

7. Release output queue of this job's spooled files

8. Set Printer Files to not held

9. Store Check Information Before Upgrade

10. Store Check Information After Upgrade

11. Run Upgrade Check

Selection or command

===>

F3=Exit F4=Prompt F9=Retrieve F12=Cancel

F13=Information Assistant F16=AS/400 main menu

------

Option 1. Set output queue of this job's spooled files to HOLD

It is recommended that this is run before you begin the upgrade to prevent reports printing automatically.

Option 2.Check Scope

This option will submit the integrity checking job, and can only be run if the parameters have been set. The parameters are set using option 1 from the main Conversion menu. (F12 back to this menu if you are currently in the ‘Cnvtol’ menu). You will be asked to enter the name of the data library, journal library etc, and these will be used throughout the upgrade. If files are detailed on the reports produced by the checking job, these will need to be deleted before the upgrade can take place.

Option 3.Check for Data Library Lock

This option will display any users locking the data library. It is essential that no-one is using the data whilst the upgrade takes place, so do not start the upgrade whilst there are locks shown here.

Option 4.Rename System Library (only after LIVE upgrade)

DO NOT RUN THIS IF APPLYING A PTF

This is not relevant for PTFs.

Option 5.Set Print files to HOLD

This option will prevent all print files produced by IRIS from printing automatically.

Option 6.Copy Library List

This option will copy ZCSLREP which holds the information necessary for APD into the relevant system library.

DO NOT RUN THIS IF APPLYING A PTF

This is not relevant for PTFs.

Option 7.Release output queue of this job's spooled files

This option will release the output queue held by selecting option 1.

Option 8.Set Print files to not held

This option will reverse option 5 and allow all print files produced by IRIS reports to print automatically.

Option 9.Store Check Information before Upgrade

Running this option will store record counts for all files and hash totals from selected fields on selected files BEFORE the upgrade.

Option 10.Store Check Information after Upgrade

Running this option will store record counts for all files and hash totals from selected fields on selected files AFTER the upgrade.

Option 11.Run Upgrade Check

This option will run reports comparing the BEFORE and AFTER information stored from options 9 & 10.

Installation Application Strategy Options

Please note that it is important to decide on the strategy to be adopted when applying this upgrade in advance of undertaking the task.

The installation can be performed in a number of ways depending on your current set up and the intended objective. It is important to decide your preferred route in advance. The factors affecting the choice are detailed below.

8.1.2Environment (Mode)

The following options are available for the upgrade of the environments on your system.

• Upgrade of Test Environment or Training Environment
• Upgrade of Live Environment

Your selection may depend on whether you intend to test the new installation prior to its release to general Users of the system for the live business activities

Places that hold library lists in the GUI/AS/400 (initial library lists/System administration) will have to be re-visited after a test upgrade has taken place, to reflect any changes in system libraries. Section9 has some reminders of what may need to be changed.

Pre-Installation Procedures

Ensure you are signed on as E#UW.

8.1.3IRIS Preparation

Before the installation is applied a check must be made to ensure that all batch jobs have completed normally. To check a particular job queue, use the command:

WRKJOBQ QBATCH

In this example QBATCH is the job queue, but you can substitute this for your own specific queue.

It is strongly recommended that a closings update and post closings are run. Furthermore, any reports scheduled to run during or after the installation should be completed prior to this installation. If any jobs do not finish normally then the problem must be resolved before the installation is attempted.

8.1.4Back-up IRIS System

Before applying Release 9.15-ENH-001, it is imperative that the IRIS system is backed up. This will ensure that the system can be restored to its previous state should the installation fail or an unforeseen event occur whilst the implementation is taking place.