Ve rsion 1 4 U se r s M a nua l April 2009

Transcription

1 Version 14 User s Manual April 2009 Version 14 User Manual Page 1 Jan 2009

2 Copyright Midrange Performance Group Inc MPG is a registered trademark of Midrange Performance Group, Inc. The Performance Navigator name and logo are registered trademarks of Midrange Performance Group, Inc. AS/400 and IBM i are trademarks of International Business Machines. Windows is a registered trademark of Microsoft Corporation. BEST/1 is a registered trademark of BMC Software, Inc. Version 14 User Manual Page 2 Jan 2009

3 Table of Contents Product Overview & Components Understanding the Performance Data 7 Types of Data Used Performance Data Tab 9 Installing PN/400 (on the IBM i) Performance Navigator Menu (on the IBM i) 18 PerfNav Work Scheduled Job Entries (on the IBM i) PerfNav Work with Customization Options (on the IBM i) PerfNav Status & Information Screen (on the IBM i) Understanding the Graph Intervals Graphs Available By Category Current Day Graphs - Selecting a Prior Current Day Member Average Day Graphs. 26 Selecting An Average Day Date Range What If Date Range (Selecting the What If Baseline Data). 27 Peak Day Graphs.. 28 Selecting A Peak Day Date Range Service Level Graphs 30 Selecting A Service Level Date & Time Range Service Level Configurable Guidelines Understanding The Graph Menu.. 34 Screen Options 35 Tool Bar Summary. 37 Zoom In Zoom Out Change Scale Drill Down Drill Up Previous Graph Next Graph Explain Graph Combine with Previous Graph Extrapolate Guidelines D Effect. Print, Refresh, Script Create Footnotes On Graphs. 47 Why Is My Cursor Changing?.. 48 The X and Y Axis 49 Trend Lines Filtering & Deleting Data Data Scope Indicator. 53 IBM i Connection ID.. 54 Graph ID & Data Window ODBC Connection Status. 56 Removing Gaps in Data Graph Properties. 58 Copy Bitmap / New Window. 59 PerfNav Capability 60 Version 14 User Manual Page 3 Jan 2009

4 Table of Contents File Menu Options. 61 SOS Process.. 62 Edit Menu Options. 63 View Menu Options (View IBM information).. 65 View Menu Options (View Series Data).. 66 Graph Menu Option 67 Reports Menu Option Reports - Spreadsheet Options Report Examples 70 Understanding The Key Code Process Individual Key Codes.. 75 Group Key Codes 76 Creating Report Sets ing Report Sets Report Set Automation Deleting Report Sets Performance Navigator Groups User Groups Job Groups Library Groups Displaying Group graphs & reports The Navigator Panel Performance Management Understanding Trend Analysis Start / End a Trend Line Trend Line Options Trend Stats Window Basic Tab Data Projection Window. 116 Advanced Tab 117 Before vs. After Analysis Tab (Splitting the Trend Line) 118 Extrapolation Tab Joining the Trend Line Problem Determination What Just Happened?. 122 Drilling Down Into The Data Sorting The Data Graphing The Drilled Down Data Filtering The Drilled down Data Resetting The Drilled down Data Capacity Planning What If Options What If Tabs. 130 What If Model Selection. 131 Version 14 User Manual Page 4 Jan 2009

5 Table of Contents Capacity Planning (cont) Setting What If Automatic Trends (CPU) Setting What If Automatic Trends (CPW) What If Server Consolidation 137 Adding the Same Workload Twice What If LPAR 140 What If LPAR / Configure What If LPAR / Report What If DASD. 143 What If - DASD (View IOAs) 144 What If Jobs What If Example. 146 Creating a WHAT If Model Adding Data to a Model. 147 Seeing the Data Choosing a New System Adding On Additional Workload Projecting the Workload in X months Saving the Model Performance Navigator Scripts File Run Script Window Changing The Default Script Run Date Locating / Printing The Script Output Script Automation (Using Windows Scheduled Tasks) Version 14 User Manual Page 5 Jan 2009

6 Product Overview Performance Navigator (PerfNav) is a graphical PC Tool for IBM i Performance Management, Capacity Planning and Problem Solving, which runs on Windows 95/98/XP/Vista (See Vista note below)/nt/2000. Performance Navigator displays the data in either a graphical format or a report/tabular format. Hundreds of graphs and reports are available. The graphs provide a host of features giving extremely dynamic access to your data. The report format provides additional features. Performance Navigator also provides What If modeling/capacity planning capabilities, grouping and automated production. Performance Navigator displays IBM i reduced performance data and raw performance data. The data is accessed via an ODBC connection. The ODBC connections are set up under the Edit/Connections menu. By default, PerfNav uses the Client Access ODBC driver to connect to the IBM i. However, other ODBC IBM i drivers can be used via the manual connection sub tab under the ODBC tab. These will be discussed later. For now, just understand that Performance Navigator uses this ODBC connection to retrieve the data. In addition to creating an ODBC data source, the 400 components, PN/400, must be installed to manage the collection of performance data. PN/400 is IBM i code that automates the collection and management of performance data. Easy PN/400 installation steps will be discussed in a later section. Product Components PC Application Performance Navigator - Powerful application (written in Pascal) that displays the IBM i performance data in either a graphical format or a report/tabular format. Upgrades available throughout the year Check via Help About PN/400 - IBM i jobs that reside on the AS/400. A series of jobs that manage the historical performance data. Upgrades available throughout the year Check Templates - These are the.gpt objects that define the characteristics for each graph. That is, these objects interface with the application to and the end result is the graph output. These objects reside in the Performance Navigator folder: ( C:\Program Files\Midrange Performance Group\Performance Navigator 13) Vista Note: Product needs to be installed with 'Compatibility' mode as the Administrator. Version 14 User Manual Page 6 Jan 2009

7 Understanding the Performance Data ( Performance Data Big Picture ) (1) IBM files consist of the QAPM files These files are for current day graphs (2) After PERFNAVDR runs at 12:30 am, the PerfNav historical files are created IBM Files MPG Files Raw Data (For PerfNav s Current Day Graphs) Reduced data (For PerfNav s Historical Graphs) QAPM QAPMSYSL (CPU) QAPMDISK (Disk) QAPMPOOL (Memory) etc MPGSHF MPGPOOL MPGINT MPGDISK Version 14 User Manual Page 7 Jan 2009

8 Understanding the Performance Data (cont) Two Types of Data Are Used Raw Data The raw data is the normal performance data that is collected by the built-in IBM i performance monitor. Performance Navigator supports both Collection Services introduced in V4R4 and QPFRMON in prior releases. Although this raw data can be collected into any library, it is normally found in the monitor s default library, QPFRDATA, or QMPGDATA. Performance Navigator uses this data as input to its data reduction process and in the Current Day graphs used for problem determination. Reduced Data This is the data that is for PerfNav s Historical graphs. The library MPGLIB on the IBM i contains reduced performance data. The data is a subset of the data collected by the IBM i Performance Monitor. It contains up to 3 years of summarized data and 365 days of interval data (15- minutes by default) in approximately MB per year. The summarized data maintains data for two workload shifts. First shift is by default 8:00am to 5:30pm with the second shift 5:31pm to 7:59am. These shifts are used to track daytime vs. nighttime workload trends and are intended to match the predominantly interactive first shift and the predominantly batch second shift. Although these values can be changed, it will affect the historical trending. This reduced data gives Performance Navigator quick and easy access to produce its graphs and reports. The Performance Monitor does not create reduced data. The Performance Tools do not use reduced data. The reduced data in MPGLIB is updated each night by a data reduction job. This data is created if the Performance Monitor runs each day and if the data reduction job runs each night. The collection of reduced data is initiated by installing PN/400. Note: If PM/400 has or is running on your system, PN/400 will copy the PM/400 data into MPGLIB on the first execution of the data reduction program. The PM/400 library contains 90 days of historical performance data. Although not as detailed as PN/400, the data is very useful for trending. Collecting the Performance Data One of the main advantages of PerfNav is the automation of the collection and management of IBM i performance data. Performance Navigator places a job on the job scheduler that uses an API to start the management central collection service starting in V4R4 or starts QPFRMON in prior releases. The performance monitor is run 24-hours per day, 365 days per year. Each night a data reduction job runs that analyzes the data and purges older raw performance data. By default, PerfNav keeps 4 days of raw data for use in problem determination. This automatic deletion process keeps the raw performance data library at a reasonable size. Raw performance data consumes about MB per day. If disk space is not an issue, users can keep as many days of raw data as needed. A set of summarized performance data is retained for longterm trend analysis. This summarized data is the reduced data. PN/400 jobs, by default, are run using the OS/400 Job Scheduler. Any other job scheduler may be used. See next page to see how Performance Navigator selects the data to graph Version 14 User Manual Page 8 Jan 2009

9 Understanding the Performance Data (cont) Performance Data Tab - Selecting The Data Within Performance Navigator 1) First, double click on the IBM identifier window: Double Click here 2) The Performance Data window opens. There are two tabs: (1) Historical/Reduced; (2) Current Day/ Collection Services Data: Historical/ Reduced: - Used to look at MPG performance data files - Customers always use library MPGLIB - Business Partners use this to select desired customer data Current Day / Collection Services Data: - Used to look at IBM performance data files - Used to select previous collection services members Version 14 User Manual Page 9 Jan 2009

10 Installing PN400 This section is the first step to installing the required IBM i (AS/400) code on your systems. It is also the same process used to update this code from time to time. At a minimum, a new release of OS/400 requires an update. The support for new releases are usually provided a month before general availability of the release. Upon installing PN for the first time on any PC, a message box will ask you if you would like to install PN/400. This needs to be done once or twice a year to support new features and releases. The Window below appears when selecting this option. This tab describes the steps to install the required IBM i code. Explains the installation process. Simply follow the 5 easy steps. Version 14 User Manual Page 10 Jan 2009

11 Installing PN400 (cont) Now we must acquire the latest version of the PN500 save file. If you have already acquired the latest version and need to install on other IBM i, just click the AUTOMATIC SEARCH button. This function searches the C: drive only. You must also be careful when installing updates that this option doesn t find the old release. See below: Press this button to acquire the latest version of PN400. A Windows Save As Window will appear. Select the directory and click save. By clicking on this Tab, the CRTSAVF command is place on the Windows PC clipboard. Just go to a 5250 command line and click Paste and Enter Version 14 User Manual Page 11 Jan 2009

12 Installing PN400 (cont) Step3 will FTP the Save File from the PC to the Save File on the IBM i Enter either the system name or IP address, user ID and password and click the FTP button. The IP address is the best option. Note: The FTP server must be started on the IBM i. The RSTLIB command is placed on the Windows clipboard. On the 5250 command line, just click Paste and Enter. see next page... Version 14 User Manual Page 12 Jan 2009

13 Installing PN400 (cont) The library MPGLIBDST is PN400 distribution library. During the next step, MPGLIB will be created or updated with objects from the distribution library. Upon pasting the restore command, press ENTER. The restore will begin. The restore was successful. Note: The number of objects will vary depending on release. Version 14 User Manual Page 13 Jan 2009

14 Installing PN400 (cont) Next, we call the installation program. Press Tab 5 in PerfNav, then paste the final command from the clipboard. Selecting this tab places the Call command on the Windows PC clipboard. Just click Paste and enter on the 5250 command line. Upon pasting the call command, press ENTER. The install program will begin to run.. Version 14 User Manual Page 14 Jan 2009

15 Installing PN400 (cont) At this point, you will see numerous Copying member and Building access path messages. Be patient. The installation process should take about one or two minutes (depending on the workload on your system). The first screen that appears is the Config Performance Navigator screen All the parameters have default values. In most cases these values are correct so you can just hit enter. Explanations of the parms are below. See next page for details Version 14 User Manual Page 15 Jan 2009

16 Installing PN400 (cont) Config Performance Navigator Parameter (CFGPERFNAV) Performance data library Raw Performance Data Library Name The first time the installation program runs, it searches the systems for the library with the most current performance data. This is usually QMPGLIB or QPFRDATA. This is (or will be) the library in which the IBM i Collection Services will place performance data. Purge performance data *yes or *no (default *yes) This parm controls whither PN400 purges the raw performance data or not. The default *YES causes the PN400 data reduction job (see below) to purge the raw (QAMP) based on the number of purge days (next parm) Purge days Number of Raw Performance data to keep (default 4) The number of days to keep raw performance data. The default is 4 days. This is a space and problem determination issue. Raw performance data will use MB per day. However, the problem determination part of Performance Navigator uses raw performance data. Assuming disk space is not an issue, you should keep as many days as usually needed in a problem determination mode. Schedule Data Reduction Job - *yes or *no (default *yes) This parm should always be *YES. If you want to use another job scheduler, just copy the job enter from the OS/400 job scheduler after installation and then delete the entry. Job Queue / Library Job Queue for PN400 batch jobs (default QBATCH) The default job queue used to submit PN400 jobs is QBATCH. If another job queue is preferred, just enter the job queue name. Schedule Performance Monitor - *yes or *no (default *yes) This will place a job on the OS/400 job scheduler that will check every two hours if the OS/400 collection service is running. If not, it will issue a Management Central API to start the Collection Services. Copy Reduced Data *now or *nextdr (default depends) This option determines when PM400 historical data will be copied to MPGLIB. PM400 keeps 90 days of historical data on the system. *now will copy the PM400 data during the installation process. *nextdr will copy the PM400 data during the next time the data reduction program runs. The default is *now if the number of performance data members is 6 or less. If there are more that 6 performance data members, the default is *nextdr. PerfNavIFS IFS Information Collection Process This option determines whether one wants to start collecting IFS data Version 14 User Manual Page 16 Jan 2009

17 Installing PN400 (cont) The installation continues for seconds and then Work with Job Scheduled Entries screen appears: Performance Navigator/400 jobs can be changed when this screen appears. These jobs will be discussed in detail in the next section IBM i Performance Navigator Menu The last step is the Work With Contact Information Screen (Not shown). Verify the information and press enter. This finishes the installation of PN/400. You will receive a completion message like below. Success! PN/400 Installed = Version 14 User Manual Page 17 Jan 2009

18 IBM i Performance Navigator Menu To look at the IBM i PN/400 status menu, Enter GO MPGLIB/PERFNAV. See below: PN/400 Menu is displayed Note: Options 1 3 are for MPG application development Performance Navigator Menu This menu is used to check various components of the Performance Navigator environment on the IBM i. Version 14 User Manual Page 18 Jan 2009

19 IBM i Performance Navigator Menu (cont) PerfNav Menu - (4) Contact Information PerfNav Menu (5) PerfNav Scheduled Jobs Work Scheduled Job Entries See next page for job details... Version 14 User Manual Page 19 Jan 2009

20 IBM i Performance Navigator Menu (cont) Description of Jobs: PERFNAVDR - Data Reduction This job reads performance data (output from the performance monitor) and writes a summarized (reduced) set of data into files in MPGLIB. The files in MPGLIB are used by Performance Navigator to draw graphs. Note: This job also deletes the raw performance data that is collected via collection services (See Purge Days on the next page) PERFNAVDS DiSk Collection This job does a DSPOBJD *ALLUSR/*ALL *ALL OUTPUT(*OUTFILE) OUTFILE(MPGLIB/MPGOBJD). This is scheduled to run once a week at 3:30 am on Sunday. The data in MPGOBJD is used by PERFNAVDR (the next time it runs) to collect information on library and object sizes. PERFNAVIFS IFS Information Collection Process This job runs once a week (Sunday 5:00) and collects IFS information used for reporting (i.e. directory & stream files sizes). PERFNAVPG PurGe Reduced Data This job runs once a month and 'trims back' the amount of reduced performance data. Three years of highly summarized data is kept. PERFNAVPM Check Performance Monitor This job makes sure the performance monitor (Collection Services) is running. Since the performance monitor usually keeps itself running, PERFNAVPM usually doesn't do anything. Version 14 User Manual Page 20 Jan 2009

21 IBM i Performance Navigator Menu (cont) PerfNav Menu (6) Work With Customization Work with Customization Options This screen shows all the Customization options The Options are: High Priority Limit For Priority graphs, this field determines the priority that is designated as high priority First Shift / Second Shift Shows default shift criteria time range (MPG recommends that this parameter should not be changed) Performance data library Indicates where the collection services performance data is stored Performance Data Purge Days Indicates the number of days the system will retain the raw performance data members before it is deleted Version 14 User Manual Page 21 Jan 2009

22 IBM i Performance Navigator Menu (cont) PerfNav Menu (7) Status & Information Screen (1) (2) (3) (4) Performance Navigator Status Screen This menu is used to check the status of the Performance Navigator environment on the AS/400. (1) Status of Performance Monitor / Collection Services jobs (2) Raw Current day Performance Data Information (i.e. Q members in either QPFRDATA or QMPGDATA) (3) Performance Navigator Release (4) Data Reduction Data Information (Historical Data) Version 14 User Manual Page 22 Jan 2009

23 Understanding the Graph Intervals Four Intervals: Graphs by Month The graphs by month are labeled Month on the X-axis. The points on the X-axis are labeled with month names and the year. The values that are plotted are month averages or totals. The month averages by default do not include the weekends. Most graphs by month allow you to drill to a lower level to view the data by week. To drill-down to the week level, use the drill down toolbar button Indicates MONTH interval Graphs by Week The graphs by week are shown when a graph is selected from the main menu Graph option. Graphs by Week are labeled Week on the X-axis. The labels on the X-axis points are dates, which indicate the first day of the week. The month names and year is centered below the values for the weeks. The values that are plotted are weekly averages or totals. Most graphs by week allow you to drill to a lower level showing the data by date, or drill to a higher level showing the data by month. Indicates WEEK interval To drill-up to the month level, use the toolbar button. To drill-down to the toolbar button. the date level, use See next page for the remaining two graph intervals... Version 14 User Manual Page 23 Jan 2009

24 Understanding the Graph Intervals (cont) Graphs by Date The graphs by date are labeled Date on the X -axis. The points on the X-axis are labeled with dates. The month names and year is centered below the values for the dates. The values plotted are the averages or totals for one shift of the day. Most graphs by date allow you to drill up to view the data by week. You can also drill down, up to 395 prior days, to view the data by time of day for the date you are interested. To drill down to view the data by time of day, right-click in the graph for the day you are interested in, then select Drill/Down on the popup menu or by clicking the drill down icon Indicates DATE Indicates interval DATE interval Graphs by Time (24 hr) The graphs by time are labeled Time on the X-axis. The points on the X-axis are labeled with the time of day. The values plotted are the averages or totals for the period ending at the time indicated. For the last 365 days, you can drill down into any interval (15-Minutes by default) to view all the jobs and the key resources used during a specific interval. To drill up to view the data by date, use the toolbar button with the arrows point- ing up. Indicates TIME interval Version 14 User Manual Page 24 Jan 2009

25 Graphs Available By Cate gory Current Day Graph Current day graphs represent a significant advance in performance problem determination. These graphs and the ability to drill down into any interval for more detail allow problems to be diagnosed after-the-fact with unprecedented ease. These graphs display statistics from the IBM raw performance data and not from the MPG reduced data. By default, the last member in the performance data files is displayed. If performance data is currently being collected (which is usually the case), then the data is for the current day and the point furthest to the right is the most recent data collected. If more than 15 minutes have elapsed, it is necessary to click the Data Refresh button to display the most recent information. Selecting A Prior Current Day Member Even though the current day is shown by default, it is possible to view data for prior days. This is accomplished by clicking the Select Past Day option under Graphs/Current Day. When the Edit/IBM i Information/Performance Data panel appears, click the member pull-down box in the Performance Data box. Select Past Day Menu Option Select past IBM data member from pull down Use the pull down to select a past day. Version 14 User Manual Page 25 Jan 2009

26 Graphs Available By Cate gory (cont) Average Day Graph This PerfNav exclusive allows users to average any consecutive date range in the last 365 days. The values plotted are averages values at each time of day. For example, what CPU percent utilization should you expect at 9:00 a.m.? If not specifically selected, the date range defaults to the last 4 weeks. (See Average Day Date Range below) The beauty of the Average day graph lies in a sophisticated weighted averaging technique, which results in the average values by time of day. This is necessary because the input (i.e. performance monitor or collection services) is not nicely arranged in 15- minute intervals. The data intervals are usually approximately 15 minutes, but they could be 5 minutes, 10 minutes, or any interval used by the IBM i performance monitor or collection services. The interval lengths can change from day to day. The interval end times can also vary drastically from day to day. By default, weekends are not included in the average days. Keep in mind when looking at the default (last 4 weeks, M-F) average day graphs, that approximately 20 daily readings went into the calculation of each point. Note: Many of the 20 readings were less than the calculated value and many were more. This means that if at any time your average is near a guideline (e.g. 80% DASD), you are frequently over the guideline. This is important for capacity planning considerations. Your average day must fit comfortably below the guidelines. These graphs also help determine how different peak days are from the average. Version 14 User Manual Page 26 Jan 2009

27 Graphs Available By Cate gory (cont) Selecting an Average Day Date Range Performance Navigator generates graphs based on date criteria set up previously by the user. The date range is set up via EDIT/IBM I/DATE or simply by selecting GRAPH / AVERAGE DAY / DATE RANGE. Regardless of the method, the average date criteria can be set up with a default value (The last four weeks), or a specified period (I.e. Oct 1 st Oct 31 st ). See below: (Setting the What If baseline data) This date range is also used for What If In our example, we set 31Oct07 (Oct 31, 2007) to the average date. See above date range. Best Practice Guideline: Your baseline data for your capacity planning projects should always be one day as shown in the example Next, we introduce Peak Day Graphs... Version 14 User Manual Page 27 Jan 2009

28 Graphs Available By Cate gory (cont) Peak Day Graph Selecting a peak day graph will automatically scan prior days of data searching for the day using the most of some metric. For example, what day used the most interactive CPU? By default the last 4 weeks are scanned over 24 hours. This is a volume analysis to determine the day that consumed the most of any metric. This may not be the peak day in terms of highest interval usage (see Maximum Interval Graphs below for highest intervals). To change the date range or the time of day that is scanned, click Graphs/Peak Day/Date/ Time Range or click Edit/ Dates. A maximum of 365 prior days are available. You can also change the time criteria. (i.e. 8 to 5). Next, we introduce the Peak Day Date Range... Version 14 User Manual Page 28 Jan 2009

29 Graphs Available By Cate gory (cont) Selecting a Peak Day Graph Date Range Just like average day graphs, peak day date ranges are set up in a similar fashion. The date range is set up via EDIT/IBM i /DATE or simply by selecting GRAPH/PEAK DAY/ DATE RANGE. Regardless of the method, the peak date criteria can be set up with a default value (The last four weeks), or a specified period (I.e. Jan 1st Oct 31st). See below: Note: The peak day range has been selected... MPG allows users to ignore anomalies and select the appropriate Peak Day. This is done by simply pressing the 2nd Highest button below. This functionality is an excellent way to choose the appropriate day used for capacity planning projects (What If). Click to see other days selected... Version 14 User Manual Page 29 Jan 2009

30 Graphs Available By Cate gory (cont) Service Level Graphs Service level graphs show the key components that can affect performance. The idea is that if these service levels are being met 95% of the time (5% being anomalies), one doesn t have to worry about the particular component MPG uses these best practice guidelines: Machine Pool Faulting Less than 10 Faults/sec Disk Arm Utilization Less than 15 % Busy Response Time Avg Less than 1 Second In this example, machine pool faulting is within the best practice guideline 98% of the time. This means this component is tuned correctly! Version 14 User Manual Page 30 Jan 2009

31 Graphs Available By Cate gory (cont) New Service Level Capability Service Level Time & Date Range MPG created functionality to allow users to measure their key performance components for specific periods throughout the day. A great example is looking at specific component during peak processing time. See below: Select Date/Time Range Enter desired date/time range. Service Level graphs now show metrics for desired period In this example, we measure machine pool faulting between 14:00 17:00 Version 14 User Manual Page 31 Jan 2009

32 Graphs Available By Cate gory (cont) Service Level Graphs Configurable Guidelines MPG takes pride in providing best practice guidelines. That is, being performance experts, we understand the best practice guidelines that ensure your IBM is operating optimally. Examples of these guidelines are machine pool faulting (<10 faults/sec), With that said, sometimes it s necessary to allow users to change the default best practice guidelines. It is done as follows: Warning: Graphs Service Levels should not be changed merely to make the graphs look good Guidelines should be changed to support environments that have abnormal service levels. An example is a home grown application that routinely gives users a response time that exceeds 1 second. That is, measuring this type of environment to a 1 second service level doesn t make any sense. In this example, the service level guideline could be increased to 1.5 seconds. This would be more fair and accurate. Users can change the guidelines via this window... Guidelines are measured at 4 intervals: Time Date Week Month Version 14 User Manual Page 32 Jan 2009

33 Graphs Available By Cate gory (cont) Other Graphs Available User Defined Graphs These CPU graphs allow you to specify a desired time frame to measure when measuring various metrics CPU utilization, Disk...) In this example, CPU % is being measured between 14:00 17:00 Selecting a User Defined Shift Time User Defined Graphs are set up via the GRAPH/User Defined Shift / Change Shift Time menu option. Note that predefined shifts are available for use. See Below: User define shifts can set via the predefined options, or users can put in their own desired shift times Version 14 User Manual Page 33 Jan 2009

34 Understanding The GRAPH Menu These graphs are all historical in nature They have all four intervals MONTH, WEEK, DAY That is they drill up & down These graphs SQL MPG historical files (MPGSHF, MPGINT ) These graphs SQL to the IBM collection services files & return a 24 hr view These are for monthly reports & capacity planning. They return 1 day or a 24 hour view (Not Drillable) Version 14 User Manual Page 34 Jan 2009

35 Screen Options These are the screen options Edit File View Graphs Report What If Modeling Help File The FILE option is like most Windows applications. Under PerfNav, FILE lets you: Open specialized (non standard) graphs Save graphs as.bmp or.jpg objects Setup your printing environment Select to print Landscape or portrait a graph or report via PerfNav Select graph and/or report production Go into a technical support interface called SOS Select the PN/400 Installation process. Edit The EDIT option allows you to customize PerfNav environment. Under PerfNav EDIT, you can: Copy graphs and/or corresponding data to the clipboard (i.e. for use in , spreadsheets) Set up IBM i (AS/400) options (i.e., dates, alias, LPAR info, keycodes, passwords, Prior CPU) Set up Graph customization parameters (i.e., fonts, data specifics, subtitles, etc) Set up report sets (automates the report generation process) Set up specialized groups of jobs and/or users (used to categorize functional areas for graphing and reporting) Connect to a desired IBM i. This should only have to be done once. Enter multiple to one keycode. Note: one to one keycode should be entered via the Edit/ IBM i Info/keycode menu. View The VIEW option lets you view previously defined IBM i information, as well as seeing the actual IBM i data that is behind the graphs. Additionally, this option displays or hides the PerfNav toolbar (which will be discussed in the next section) and allows you to add footnotes to the bottom of your graphs. See next page for the remaining screen options Version 14 User Manual Page 35 Jan 2009

36 Screen Options (cont) Graph The GRAPH option is why we are here. In this section, all standard graphs are displayed from this pull down. Reports This section allows you to display monthly reports for the following areas: Monthly Summary Reports System Activity Daily Job Summary Library & Object report Hardware User Licensing WHAT IF Modeling The WHAT IF modeling option lets you plan for the future by doing capacity planning modeling based on your system s current trends. Help This option gives you online help documentation. It includes the PerfNav Technical Support telephone number and current release. You can also take tours of the product. Version 14 User Manual Page 36 Jan 2009

37 The Tool Bar The PerfNav tool bar is an extremely handy part of the product. Some of the Icons will appear or disappear based on the level or graph you have selected. This is the PerfNav tool bar The tool bar icons functions are below: 1. Zoom in / Zoom out within desired graphs 2. Change Scale -Toggle on/off the Y-axis automatic scaling method 3. Drill up / drill down within desired graphs. (Month, week, date or time) 4. Next / Previous Graph - works like backward and forward icons on browsers. 5. Online Help Access descriptions about the currently viewed graph. 6. Extrapolate the trend lines. (Only on week and month levels) 7. Guidelines Toggle on / off guideline background 8. 3D - Toggle on / off 3D graphing effect 9. Print to default printer 10. Save graph or report to default directory 11. UnHide Un-hides Previously Hidden Data 12. Refresh the graph data 13. Script (What IF Scripting) Version 14 User Manual Page 37 Jan 2009

38 Zoom In The first tool bar button is shown below: This button is used to shrink the window / zoom in on a desired graph. This will cause the graph to zoom in one point on each end of the X axis. Note: the dates at the bottom of the graph. (30 months are shown). In the example below, (ZOOM IN) was clicked numerous times Note the dates on the X axis now reflect only 4 months Version 14 User Manual Page 38 Jan 2009

39 Zoom Out The second tool bar button is shown below: This button is used to shrink the window / zoom out on a desired graph. This will cause the graph to show all the possible data. Note the dates on the X axis now reflect only 4 months. In the example below, (ZOOM Out) was clicked numerous times Note: the dates at the bottom of the graph. (30 months are shown) Version 14 User Manual Page 39 Jan 2009

40 Change Scale The 3rd tool bar button is shown below: This button is use to toggle on / off the automatic scale for the Y-axis. By default, PerfNav will scale the Y axis to the highest point for all the data retrieved via the SQL.. Notice that the data extends past the top of the screen In the example below, (Change Scale) was clicked once Notice the data now fits on the screen Note: When Change Scale is selected, it is toggled on. This means the Y Axis can not be manually adjusted until the button is clicked again (Toggled off) Version 14 User Manual Page 40 Jan 2009

41 Drill Down This button is to drill down into a more detail level of data. Remember that PerfNav tracks 1 st and 2 nd shift summarized data by Month, Week, and Date. PerfNav also keeps 365 days of interval data. The drill down button allows you to drill down to a lower level. When you reach the Time graph (interval data), you will see the drill down icon try gray. This means you are at the lowest graph level. However, from the time graph, you can still drill down to see all the jobs that were running in the interval. To drill down to see these job, just place your cursor in the graphed arrow (the cursor will be an up arrow), right click, and select drill down. Drill Up This button is to drill up into the data. Clicking the Drill up button drills up to the next level. This is extremely useful when your data is too granular. For example, if you wanted monthly trends instead of weekly trends, you could drill up to a monthly view. This is the highest level we can access. At the MONTH interval, one can simply drill down to WEEK interval Version 14 User Manual Page 41 Jan 2009

42 Previous Graph Next Graph After looking at a series of graphs, this button shows the graph that was previously displayed This button shows the next graph from the previously viewed graphs. Explain Graph This button explains each graph via the online help documentation. Version 14 User Manual Page 42 Jan 2009

43 Combine With Previous Graph PerfNav has an amazing ability to merge two graphs together First Graph (previous) We bring up the 2 nd graph & Next we go to our next desired graph...response time press the icon Both metrics have been merged on the same Version 14 User Manual Page 43 Jan 2009

44 Extrapolate This button will toggle between extrapolating the trend line for X number of weeks or months, showing the next year s growth rate, and turning off extrapolation. The number of weeks or months extrapolated can be change via the Edit/Graph Options/Advanced menu. Upon pressing extrapolate, the predicted growth is shown... Upon pressing extrapolate again, the trend growth rate percentages are shown Version 14 User Manual Page 44 Jan 2009

45 Guidelines This button displays performance guidelines as a back ground on your graphs. This is used to ensure your current performance data is within IBM or MPG stated (and sometimes arbitrary) guidelines. A common example is disk utilization. That is, IBM states that when disk utilization reaches 80%, performance degradation can occur. It s important to note that these guidelines are just stakes in the sand, and are simply there to warn you when your performance data is creeping up. It is also important to note the level of data you re graphing. The guidelines for the Month level could be lower that the guidelines at the week level. All systems and workloads are not the same, so performance results and performance degradation guidelines may vary. Guideline 1 is the color background on the graph Green Good Yellow Warning Red Over best practice guideline Guideline 2 is a solid green line Note: This type of guideline is not available on all graphs Version 14 User Manual Page 45 Jan 2009

46 3D Effect This button toggles between 2D and 3D effect. The few points on the X axis the more prominent the 3D effect. The graph below shows the Disk GB stored in 3D mode. Print Refresh Clicking this button will print the graph to the default Windows printer. This button simply refreshes the data, as it brings in the current data from your AS/400 data connection Run next step in Script This button will run the step in a script. The icon will only appear when running a script. Un-hide Data This button will un-hide previously hidden graph data. Version 14 User Manual Page 46 Jan 2009

47 Create Footnotes Footnotes can be added via the VIEW / Footnote command. This is very useful when additional explanation is need for the graph. The graph below shows the footnote window at the bottom. On some graphs, you will see the footnote window automatically. If you choose not to use the automatic footnote, you can turn off the footnote or manually delete or add to the footnote. Also: the footnote can be dragged to anywhere on the graph Example of a footnote... Footnotes can be dragged to anywhere on the graph... Version 14 User Manual Page 47 Jan 2009

48 Why Is My Cursor Changing? As you move the cursor around the PerfNav screen, you will notice that the cursor changes shapes in key areas. When the cursor changes, it simply means that it has moved into an area on the graph where we can do some hidden functionality. Listed below is a matrix of the possible cursor icons, and the associated functionality. Graph Cursors: This cursor appears when you are above the graphed data but still in the graphed area. When you hold down the Left button, you can drag the graph left or right. This only works if you are zoomed in. When you Right click, you will have the options to copy the graph into the clip board in a BMP format, copy the graph in a new window, or the graph from within PerfNav. Trend Line Cursors: When pointing at a trend line, you can Left click to bring up the Trend Statistics Window. You can also Right click to select other options related to trend lines. This will be explained in the What Are Those Lines On Top of My Data section. This will appear when you point to either end of the Trend line. This indicates that you can now drag the end of the Trend Line to a different point on the X axis. This gives you ultimate flexibility over the date range of your trending analysis. Axis Cursors: This cursor will appear when you are pointing to the Y axis. Holding down the Left button allows you to drag the Y axis up or down. Right clicking allows you to select some filtering / deleting options. This option is useful in filtering or delete outliers in the data. This cursor will appear when pointing to the middle of the X axis. It indicates that you can drag the graphed window left or right keeping the same number of X axis points. This cursor appears when pointing to the Left side of the X axis. It indicates that you can drag the left half of the graph either left or right. This is the fastest way to zoom in or out. This cursor appears when pointing to the Right side of the X axis. It indicates that you can drag the Right half of the graph either left or right. This is the fastest way to zoom Version 14 User Manual Page 48 Jan 2009

49 The X & Y Axis The Y and X Axis have automatic default setting but can be adjusted manually. Adjusting the Y-Axis - Dragging the Y-Axis UP / Down The Y-axis by default adjusts to the data. That means the scale will as high as necessary to graph the highest number. The Y-axis for the Disk Space Utilization graph below by default was set to a maximum of 90. That is because there are several points over 80. If you zoom in to where there are zero points over 80 and click the third icon on the tool bar (auto scale), the Y-axis would lower to 80. Notice that the Y-axis is 80%. Holding down the left mouse button, drag the mouse down. The goal is to manually adjust the scale. You can also manually change the Y-axis by dragging the scale up or down. Move the cursor on the Y axis until the following icon appears. Upon holding down the left mouse button, and dragging the Y-axis down, we can manually adjust the scale. In our example, we want to adjust the scale to 100%. Notice that the Y-axis is dragged to now be 100% Version 14 User Manual Page 49 Jan 2009

50 Adjusting the X-Axis - Dragging the X-Axis Left / Right To drag the X-axis, move the cursor below the graph. If you move the cursor to the left of center, the cursor will tip one way Conversely, moving the cursor to the right of center, it will tip the other way-. Click and hold the left mouse button, and move it left and right. Dragging the x-axis provides a quickest way to zoom in and out The graph above was zoomed in using the dragging feature. Notice the days shown are now only October & November Drag the X Axis to the left You can also manually change the Y-axis by dragging the scale up or down. Move the cursor on the Y axis until the following icon appears. Upon holding down the left mouse button, and dragging the Y-axis down, we can manually adjust the scale. In our example, we want to adjust the scale to 100%. Notice the days shown are now only Nov 1st Nov 13th Version 14 User Manual Page 50 Jan 2009

51 Trend Lines Trend lines are the straight lines that extend across a graph. Trend lines are calculated using a linear regression algorithm. The term trend refers to the fact that over a long period of time, the underlying trend in the data is revealed. For example, over the course of months or years there may be a gradual increase in the amount of DISK used each day. This trend can be used to predict future changes. The trend lines are dynamic, allowing the user to determine the range over which the line is calculated. This is useful to set the initial point from which trends are calculated. By default, trends are calculated over the entire range of data (up to three years). On the Disk Utilization graph below, we see the trend line: By pointing the cursor to the end of the trend line and dragging it to another data, you can manually adjust the starting or ending date. With the cursor pointing to a date within the graphed area (cursor will be an up arrow), you can also right click and select Start Trends Here or End Trends Here. This is the trend line. It is used to predict future performance data. Trends will be discussed in more detail in the Performance Management section Version 14 User Manual Page 51 Jan 2009

52 Filtering & Deleting Data Y-Axis Right Click Options When you cursor is pointing to the Y-axis, you can right click and get the following options. Basically, these are filtering options. These options will filter the data on the PC only. By clicking the Refresh icon, you can restore the data:filter greater than xx ( xx is the Y-axis value where you were pointing when the right mouse button was clicked:filter less than xx ( xx is the Y-axis value where you were pointing when the right mouse button was clicked: Delete greater than xx ( xx is the Y-axis value where you were pointing when the right mouse button was clicked: Delete less than xx ( xx is the Y-axis value where you were pointing when the right mouse button was clicked: To filter data, simply position your cursor on the Y axis at the range you desire to filter In our example, we right clicked on the Y axis with the mouse positioned just above.6 Version 14 User Manual Page 52 Jan 2009

53 Data Scope Indicator This new feature is on the top of every graph. You'll notice a two triangles that you can drag. It visually shows you how much of the data you're looking at, as well as where the data starts and ends. This is the Data Scope Indicator. Notice that two triangles are very close together. This indicates that only a small portion of the data is being shown Notice now that the Data Scope Indicator has been dragged all the way to the left. This indicates that all the data is being shown Version 14 User Manual Page 53 Jan 2009

54 IBM i Current Connection Identifier The IBM i current connection identifier is located in the very left hand corner of the graph. The graph below indicates that PerfNav is currently connected to system MPG520P The current connected IBM i is shown inside this status window. In this case, we are connected to a box called MPG520P. Positioning our cursor on this window, and pressing either mouse button, brings up a list of systems we can connect to. Version 14 User Manual Page 54 Jan 2009

55 Graph ID The PerfNav graph ID is next to the IBM i Current Connection window. In the graph below, the graph ID is DSKA (Disk Arm Utilization by Date) The Performance Navigator Graph ID is listed here. Data Window This window is key to our success as it shows us the current values of the data. That is, by simply positioning the cursor on the data on the graph, we see pertinent data information. In the graph below, the cursor was pointing to March 2007 which had an average arm utilization of 2.74% busy Version 14 User Manual Page 55 Jan 2009

56 ODBC Connection Status The status line box on the far right indicates the ODBC connection. Green means PerfNav is currently connect to a system. Red means no ODBC connection. In this example, we currently to not have a good ODBC connection Green Connected Red Disconnected Version 14 User Manual Page 56 Jan 2009

57 Remove Gaps In Data Notice the huge gap in the data Notice the huge gap is removed Version 14 User Manual Page 57 Jan 2009

58 Graph Properties Graphs can be customized in many ways. One area where customization can occur is via Graph Properties. From the workload legend, right clicking brings up the following submenu:: Hide Stack / Unstack Color Graph Type (Bar, Area, Line, Dot, Pie) Move Layer (Back, Forward) Move Average Version 14 User Manual Page 58 Jan 2009

59 Copy Bitmap Select this option will place a bitmapped copy of the graph on the Windows Clipboard. This allows one to paste PerfNav graphs into Word, Power Point, ... New Window Select this option to create an image of the current graph in another window. This facilitates side-by-side comparisons of multiple graphs. In this example, we compare two core performance components side by side. Version 14 User Manual Page 59 Jan 2009

60 PerfNav Capability PerfNav provides limited capabilities without leaving the program. A graph, or set of graphs, can be ed as an attachment. To a graph, click File/ on the main menu. The form will be displayed. After you fill in the fields on the form, click the Send button. The Status window on the form shows progress messages while preparing and sending the . The PerfNav option will frequently not work due to firewall and DNS complications. If you encounter this problem, don t spend too much time trying to fix it, because there are convenient alternatives. For example, you can copy a graph and paste in your typical program. Another alternative is to click File/Save Graph As and then attach the file in your program This the PerfNav Window Version 14 User Manual Page 60 Jan 2009

61 File Menu Options The FILE option is like most Windows applications. Upon right clicking on FILE, the above screen appears: The FILE pull down shows the following options: The options are explained below Open Template This option allows one to open a graph that is saved as a template. It is normally a specialized graph that is not part of the normal graph pull downs. An example is a 24-hour graph looking at DASD utilization, which is not a standard graph. Run Script This option allows one to run Performance Navigator customized and predefined scripts. Save Template & Save Template As These options are used for the development of new graphs Save Graph As This option is to save the JPG files to a desired location. See window to the right Version 14 User Manual Page 61 Jan 2009

62 File Menu Options (cont) Print Setup This option allows one to define the desired printer and corresponding printing properties. This is similar to the normal Windows printer set up. Print This option allows one to print the desired graph or report. Printing can be done either as a portrait or landscape layout. This option is explained on page 60. Production This option is used in conjunction with Report Sets which are explained on page 77. SOS-Second Opinion Service SOS is a capacity planning service performed by Midrange Performance Group (MPG) or your IBM business partner. The SOS facility within PerfNav provides a convenient way to send performance data to MPG. The screen is shown below: When you click File/SOS on the main menu the SOS form is displayed. The SOS form allows you to: 1. Select the desired AS/400 (your machines will be listed) 2. Select the type of data to be sent When you click the Continue button, the data will be retrieved from the AS/400 and written to a file on your PC named SOS_ GPD (where is the AS/400 serial number). Next, the Performance Navigator integrated form will display. You should fill in your information and click send. If, for any reason (e.g., firewall, network connection, etc.), the integrated facility is unable to transmit the file, you should close Performance Navigator s window and send the PC file using your normal program (e.g., Notes, Exchange, etc.). The file should be mailed to sos@mpginc.com Version 14 User Manual Page 62 Jan 2009

63 Edit Menu Options The EDIT pull down screen is listed below: The Edit pull down shows the following options: The options are explained below Copy This option allows one to Click Edit/Copy to copy a bitmap of the currently displayed graph into the clipboard. You can then paste the graph in another program, e.g. word processor, editor, etc. Copy Data This option allows one to copy the data values from the graph. This is useful if one wants to copy the data to a spreadsheet. It works the same way as COPY. That is. Upon clicking on COPY DATA, the data can be pasted to another program, e.g. word processor, editor, etc. IBM i Options This option has a sub-menu that allows parameters to be set for each IBM i that you have connected to: Graph Report Options This option has a sub-menu that allows customization to various graphs (Selection Parms, Fonts, Background, sub titles and Service Levels...) Report Sets This option allows users to set up structured performance metrics (i.e. Monthly Report) Version 14 User Manual Page 63 Jan 2009

64 Edit Menu Options (cont) GROUPS User profiles, job names and libraries can be grouped for graphing and reporting Connections Creates ODBC connections between the IBM i and the PC Registration Group Keys are entered in this section. Note it is recommended to enter keys in the individual key code field See IBM i Options / Keycode Version 14 User Manual Page 64 Jan 2009

65 View Menu Options The VIEW pull down shows the following options: The options are explained below IBM i Information Displays system specification data for the connected system. See example below Version 14 User Manual Page 65 Jan 2009

66 View Menu Options (cont) View / Series Data This subtask opens up a spreadsheet on top of the current graph. It shows the data behind the graph. Some columns are data used to calculate the values that are graphed. In the picture shown, CPU ms are used to calculate CPU utilization. The cells that are crossed out are weekends. This is a reminder that even though the data is graphed, it is ignored for some calculations. The columns that are graphed have a G in the column title See column 9 & 10 below: View / Toolbar This subtask is simply a toggle ) switch to hide the Performance Navigator tool bar. (See checkmark Version 14 User Manual Page 66 Jan 2009

67 View Menu Options (cont) Footnotes This subtask allows us to put customized footnotes on the screen. Graph Menu Options The Graph menu was previously discussed on page 34. Graph Option These options are a series of parameters available to enhance your graphing experience. One can change the shift and graph type from this area Version 14 User Manual Page 67 Jan 2009

68 Reports Menu Options MPG offers various reports to help you understand your systems at a deeper level. An inventory of all your jobs as well as management summary reports are available in a monthly report. Additionally, one can do detailed library and object analysis. See reports below: Monthly Summary Reports - To understand Batch & Interactive environments (Include GROUPS) System Activity - Shows various commands (WRKSYSSTS, WRKDSKSTS, WRKSBS ) via a PerfNav spreadsheet report Library & Objects - Shows detail library & object growth reports (includes IFS) Daily Job Summary - Shows every job that ran on your system for a desired date Hardware - Shows hardware detail reports (System Assets, LPAR Rack Configs, Processor History) User Licensing - HTML Report showing total unique users & max concurrent users Version 14 User Manual Page 68 Jan 2009

69 Reports Spreadsheet Options Note that each report opens as a spreadsheet. Using the up, down, and side arrows, one can easily navigate through the report. On the next page, we will explain the many options available to us. Within all reports, one has many options. They are listed below: Sort Ascending Sort the report in ascending order based on the values in the column where you pressed the right mouse button. The column title can be click to sort a column. Sort Descending Sort the report in descending order based on the values in the column in which you pressed the right mouse button. For example, you can sort on the response time column to find users with the poorest response times. Graph Display a graph of the values for the user (or job or line or IOP) in the row where you clicked the right mouse button. For example, you can view a graph of an individual user s average response time by month. Graph Column The second graph option on the pop-up menu pertains to the column where the mouse was clicked. This option will display a pie chart of all the values in the column. For example, you can view a pie chart comparing response time of all users. Copy Copy the report column data to the Windows Clipboard. If you first select a range of rows and columns, Copy Range will appear in the pop-up menu. This option will copy the selected rows and columns (as well as the row and column titles) to the clipboard. Print Column Clicking this option will select (or deselect) a column for printing. This is necessary since there are usually more statistics on a report than can easily be printed across a page. When a column is selected for printing, a small green P will appear in the column title. Columns selected for printing are also the columns that are saved to a file, copied to the clipboard and ed when these functions are performed. Version 14 User Manual Page 69 Jan 2009

70 Reports Examples Interactive User Summary Batch Job Summary Version 14 User Manual Page 70 Jan 2009

71 Reports Examples Monthly Summary (Management Summary Interactive) Library & Object Summary Version 14 User Manual Page 71 Jan 2009

72 Reports Examples Library & Object (IFS Stream Files) IBM i / p Asset Management Report Version 14 User Manual Page 72 Jan 2009

73 Reports Examples Rack Detail Report Version 14 User Manual Page 73 Jan 2009

74 Understanding the PerfNav Key Code Process Like other software products, Performance Navigator (PerfNav TM ) requires a software key to run the application successfully. New keys may be needed for several reasons: Initial Product Purchase to activate full functionality of the product After hardware upgrades where the IBM i to which the code was originally licensed has been replaced by a new IBM i with a different serial number. After installing a new version of Performance Navigator To activate all functions of the software on a temporary basis for product evaluation To activate all functions of the software for capacity planning usually done by Midrange Performance Group (MPG) or a business partner. Key Code Rule Of Thumb: The key code is dependent on the PerfNav version and the serial # of the machine There are two types of key codes that can be entered within Performance Navigator: 1. An Individual Key Code 2. A Group Key Code They are defined as follows: Individual Key Code Individual keys apply to a single IBM i serial number and are entered via the EDIT / IBM i OPTIONS / KEYCODE tabs in Performance Navigator. Group Key Code Group keys are occasionally used by those who manage more than one system at one time. A single key enables the software on more than one IBM i and requires connection to all systems which the key code includes. Group keys are entered via the EDIT / REGISTRATION / ENTER KEY tabs. Version 14 User Manual Page 74 Jan 2009

75 Understanding the PerfNav Key Code Process (cont) Individual Key Code Upon receiving the individual key code(s) from MPG: 1. Run Performance Navigator. 2. Click "Edit/IBM i Options/Keycode". If it is not already selected, use the pull-down box to select the system name to which the code will be applied. (1) Enter the key in the individual key code field (2) If LPAR d environment Press the APPLY TO LPARs Button (3) Double click on the software key box and enter the key code. Repeat steps 3 & 4 for each system and/or partition to which you are applying a code. (4) Close this window by clicking the "X" in the upper right corner of the window. (5) Terminate the Performance Navigator program (6) Re-start Performance Navigator. If the key code is valid, all functions should now be unlocked and available. Version 14 User Manual Page 75 Jan 2009

76 Understanding the PerfNav Key Code Process (cont) Group Key Code (1) Run Performance Navigator. (2) Click Edit/Registration. (3) Click on Tab "1. IBM i" and select the system names which correspond to the serial #'s listed above by highlighting them. (4) Click on Tab "4. Enter Key", double click on the software key box and enter the key code. (5) Close this window by clicking the X in the upper right corner of the window (6) Terminate the Performance Navigator program (7) Re-start PerfNav to have the changes take affect. If the key code is valid, the application will start up with no error messages and all functions will be enabled Version 14 User Manual Page 76 Jan 2009

77 CREATING REPORT SETS PerfNav contains so many reports and graphs that it can be overwhelming. Report sets are a convenient way to manage a set of reports and graphs. For example, you may want to define a set of graphs and reports to to individuals on a monthly basis. To define a report set, click Edit/Report Sets. To define a new report set, click New. Give the new (untitled) report set a meaningful description by typing over the description. Next, select the graphs and reports to be included in the set. After selecting the graphs and reports for the report set, click the Parameters tab or IBM i tab to define additional options for the report set. The defined report sets will appear under File/Production on the main menu. The report sets can be selected to Print, , Save to disk, or Preview. When EDIT / REPORT SET is selected, the initial screen is displayed: Now we need to define the graphs in the Report Set. In the example below, we are selecting three Average Day graphs. They are: Average Day CPU by Job Type Average Day Disk Arm Utilization Average Day Response Time Version 14 User Manual Page 77 Jan 2009

78 CREATING REPORT SETS (cont) Next, we need to name the report set. This done simply by typing the desired name in the Description field: In the example, we called the report set Monthly Reports At this point, the basic report set is defined. We now have other parameters that we can define within the report set. This is done via the EDIT / REPORT SET / PARAMETERS This is the Parameters tab. All parms are explained on the next page Version 14 User Manual Page 78 Jan 2009

79 CREATING REPORT SETS (cont) Report Set Parameters: Orientation Determines how the graphs are printed (Landscape vs. Portrait) / DISK Determines how the graphs objects are saved (.JPG vs..bmp) Graphs per Page Determines how many graphs will appear on each printed page Height & Width in Pixels Allows customization of the graph size Directory Location where reports sets are saved (Used with EDIT / PRODUCTION / SAVE To DISK) Time Frame Determines report set date criteria Months Determines how many months will be displayed for historical graphs (36 is the default) Weeks Determines how many weeks will be displayed for historical graphs (52 is the default) Days Determines how many days will be displayed in date interval graphs (31 days indicates to display the prior month) Average Days Determines how many days are used to calculate report set average Day graphs (28 is the default) Yesterday Indicates to use Yesterday s date Shift Indicates to what shift to query Extrapolate Determines whether historical graphs will use extrapolation Guidelines Determines whether a guideline template is placed on top of the graphs Sub Title Title which will appear on all graphs Address Identifies Report Set recipients Subject Report Set Subject (i.e. Daily Reports August 1st ) Message Short description of attached graphs Version 14 User Manual Page 79 Jan 2009

80 CREATING REPORT SETS (cont) Next, we have the ability to enter the graph selection parameters (if applicable) That is, one can graph multiple variables (i.e. ASPs 1 & 2) within a report set. To do this, see the below screen: This set up enables the report set to display not only a graph for ASP 1, but shows the same graph for the second ASP. Next, we simply choose the pertinent systems that the data will come from. This is done via EDIT / REPORT SETS / Preselect Systems. Version 14 User Manual Page 80 Jan 2009

81 CREATING REPORT SETS (cont) Next, we are ready to run the report set. This is done via FILE / PRODUCTION. Producing the Report Sets Now that we have a report set defined, we have 4 report set production options: 1. PRINT Prints the report set graphs to a selected printer 2. Allows one to send the report set graphs 3. SAVE To DISK Saves the report set graphs to disk 4. PREVIEW - Shows the report set graphs Next, we will preview the Monthly Reports report set. FILE / PRODUCTION / PREVIEW In the example, we choose Monthly Reports (See Next Page) Version 14 User Manual Page 81 Jan 2009

82 CREATING REPORT SETS (cont) Upon choosing FILE / PRODUCTION / PREVIEW, the graphs are displayed: NOTE: Once we approve the graph results, we simply can PRINT them, save the graphs to disk, or them to the user community. (PRINT, SAVE & PRE- VIEW process the same). Next, we will look at how we report sets. Version 14 User Manual Page 82 Jan 2009

83 ING REPORT SETS Upon choosing FILE / PRODUCTION / , the graphs can be ed: We select the report set Daily Reports 1) First, PerfNav connects to the server Version 14 User Manual Page 83 Jan 2009

84 ING REPORT SETS Upon choosing FILE / PRODUCTION / , the graphs are ed to a desired user. The is then sent successfully My report set graphs are now in my INBOX Version 14 User Manual Page 84 Jan 2009

85 REPORT SET AUTOMATION (Using Windows Scheduled Tasks) From time to time, we get requests on how the report set process can be automated. This is done via Windows Scheduled Tasks. To set up a report set in a scheduled task, see the steps below Upon going into systems tasks (START / CONTROL PANEL / SCHEDULE TASKS), the following screen appears: NOTE: This documentation has many references to V12. If running a different version than V12, please change to the appropriate version number when applicable. Version 14 User Manual Page 85 Jan 2009

86 REPORT SET AUTOMATION (cont) Next, we double-click on the ADD SCHEDULED TASK icon the scheduled task wizard will appear Click on NEXT Upon pressing NEXT, the scheduled task wizard appears. Select the version of Performance Navigator that you are running : Select PerfNav & Press NEXT Version 14 User Manual Page 86 Jan 2009

87 REPORT SET AUTOMATION (cont) Next, we name the new task. In the example, we are calling the new task. In this example, we name the task: - Performance Navigator 12 - Report Set Automation. Additionally, we indicate the frequency of are new scheduled task (DAILY) Press NEXT Next, we select the time and day we want the task to start - Press NEXT Version 14 User Manual Page 87 Jan 2009

88 REPORT SET AUTOMATION (cont) Next, we enter needed security information Press NEXT Next, we receive a message that the task has been scheduled. However, we must further configure the task. This is done via the advanced properties. Check the Open advanced properties and press FINISH. Ensure this is check marked Version 14 User Manual Page 88 Jan 2009

89 REPORT SET AUTOMATION (cont) Next, we configure (add) the report set commands to the newly created scheduled task. This done via the scheduled task properties. The key is the command syntax of two fields: Run Start In The appropriate syntax is as follows: "C:\Program Files\Midrange Performance Group\Performance Navigator 12\PerfNav.exe XXXXXX YYYYYY Where XXXXXX = the report set command (PRINT, , SAVE) Where YYYYYY = the actual report set name (i.e. Daily Reports) (Note the location of the quotation marks) In the example, we want a started task that will automatically save the report set data to disk. The RUN command is as follows: "C:\Program Files\Midrange Performance Group\Performance Navigator 12\PerfNav.exe" save daily reports The START IN path is as follows: "C:\Program Files\Midrange Performance Group\Performance Navigator 12 NOTE: If running a different version than V12, please change to the appropriate version number when applicable Version 14 User Manual Page 89 Jan 2009

90 REPORT SET AUTOMATION (cont) Upon adding the report set specific data with the correct syntax...press OK. The new command is entered Note: Quotes surround the fully qualified path name The task is now ready to run Version 14 User Manual Page 90 Jan 2009

91 DELETING REPORT SETS When EDIT / REPORT SET is selected, the initial screen is displayed: To Delete a Report Set, Press DELETE Before deleting the report set Monthly Reports, a delete confirmation is displayed Click on YES to delete the report set. Version 14 User Manual Page 91 Jan 2009

92 Performance Navigator Groups Some of the most powerful functionality of the product is Performance Navigator GROUPS. That is, User profiles, job names and libraries can be grouped for graphing and reporting. For example, the Accounting users can be grouped or the Information Systems users can be grouped. Another example is grouping functional areas within your company (Order Entry, Warehouse, Accounting ) To define groups, click Edit/Groups on the main menu. The group screen is shown below: First, we will introduce USER GROUPS See Next Page Version 14 User Manual Page 92 Jan 2009

93 Creating User Groups User groups allow one to measure interactive users. Click on USERS & Press the NEW GROUP button. The screen will look as follows: Next, we enter the name of our USER group. In our example, we type in the name of our first group Sys Admin Upon putting in the name, we press EN- TER. An item field then appears. Version 14 User Manual Page 93 Jan 2009

94 Creating User Groups (cont) Upon entering all our user items, the USERS groups tree structure would look as follows: Notice that two item entries were created under the Sys Admin user group. Notice the use of a wild card * with the QPA devices. This is an easy way to select all the QPA devices At this point, we continue to enter USER Groups. See below: Notice that we entered all our USER GROUPS. It s important to note that a group called OTHER was created, and it has a wild card entry of * This enables us to see all the user activity on the system. Also: We pressed VERIFY to ensure we have successfully set up our USER groups To finish, press OK & exit from the GROUPS window - Click on X. Version 14 User Manual Page 94 Jan 2009

95 Creating Job Groups Job groups allow one to measure batch jobs by functional area. Click on Jobs & Press the NEW GROUP button. The screen will look as follows: To enter a new Job group: 1 Highlight Jobs & Press New Group 2 Enter the Job Group Name in the box provided in our example, make a job group called: Coll_Serv In this example, we are creating a group to measure the Collection Services environment... Version 14 User Manual Page 95 Jan 2009

96 Creating Job Groups (cont) Pasting the specific job names to the newly Created Job Group To add the job names, one can manually type in the specific job names. However, many times, there are many jobs within a group. A neat trick to enter the jobs is to do a WRKACTJOB and use the copy command to copy all the job names. To enter the specific job names, right click on the group name and select PASTE see below: After copying the pertinent job name via WRKACTJOB, simply right click and PASTE The jobs will be pasted under the job name...see next page Version 14 User Manual Page 96 Jan 2009

97 Creating Job Groups (cont) Upon pressing PASTE, the new job names are present... Job Group created... Version 14 User Manual Page 97 Jan 2009

98 Creating Library Groups User groups allow one to measure libraries by functional area. Click on LIBRARIES & Press the NEW GROUP button. The screen will look as follows: Next, we enter the LIBRARY groups: Library Groups have been created... Version 14 User Manual Page 98 Jan 2009

99 Displaying PerfNav Group Graphs & Reports Groups graphs/data can be displayed in three locations: (1) One way to display user group output is via Current day graphs See below: The graphed groups are shown throughout the day... Version 14 User Manual Page 99 Jan 2009

100 Displaying PerfNav Group Graphs & Reports (cont) A second way to display user group output is via Monthly Reports See below: The report is displayed... Next we can graph any column we desire See Next Page... Version 14 User Manual Page 100 Jan 2009

101 Displaying PerfNav Group Graphs & Reports (cont) To graph any column, simply right click and select Graph In this example we are graphing total transactions. See graph below: Sorting By Transactions... Transactions By GROUP is shown This is a great way to implement a charge back policy Version 14 User Manual Page 101 Jan 2009

102 Displaying PerfNav Group Graphs & Reports (cont) A third way to display user group output is via the GRAPH / JOBS SUBSYSTEM menu option See below: In this example, we graph the group ODBC... Version 14 User Manual Page 102 Jan 2009

103 The Navigator Panel In this section, our goal is to understanding the new V14 Navigator panel. Utilizing a tree structure, this new area allows users to select systems, run graphs and run reports from one easy location. The Navigator panel is turned on simply checking the option via the VIEW menu option. See below: Navigator Panel turned off (No Check Mark) Navigator Panel turned on (Check Mark is present) Version 14 User Manual Page 103 Jan 2009

104 The Navigator Panel (cont) Upon turning on the Navigator panel, the Performance Navigator main screen will look as follows: This is the Navigator Panel. The first tab we will look at is the SYSTEMS tab See Next page Version 14 User Manual Page 104 Jan 2009

105 The Navigator Panel - Systems Tab Upon turning on the Navigator panel, the Performance Navigator main screen will look as follows: This is the SYSTEMS tab From here we can do a number of things: 1) Change to a different system To do this, simply left click on any desired system name 2) Select systems for report set / script processing We do this by holding down the CTRL Key and selecting your desired systems. 3) Clear selected systems We do this by right clicking on the previously selected systems...then click on Clear Selections Version 14 User Manual Page 105 Jan 2009

106 The Navigator Panel - Graphs Tab From here we select graphs via a tree structure - See next page for example... This is the SYSTEMS tab This is the GRAPHS tab Version 14 User Manual Page 106 Jan 2009

107 The Navigator Panel - Graphs Tab (cont) 1) From here we select graphs via a tree structure Select the desired + 2) Then click on the desired graph - Here we select a disk space utilization graph from the tree Disk graph is shown... Version 14 User Manual Page 107 Jan 2009

108 The Navigator Panel - Reports Tab From here we select reportss via a tree structure - See next page for example... This is the REPORTS tab Version 14 User Manual Page 108 Jan 2009

109 The Navigator Panel - Reports Tab (cont) 1) From here we select reports via a tree structure Select the desired + 2) Then click on the desired report - Here we select a Frame Resource Summary from the tree Report is generated... Version 14 User Manual Page 109 Jan 2009

110 Performance Mana gement - Understanding Trend Analysis In this section, our goal is to understanding the components of Trend Analysis, including: Using Historical Graphs to see where we have been Using easy / dynamic linear regression analysis to show critical before and after comparisons Using Powerful Before / After Analysis to understand how changes to the environment impacted the system performance By using point and click tr ending analysis, we can easily under stand our histor ical data. Only then, will we be able to show how our changing system environments change our performance and capacity requirements. This is the direct input for the budgeting process. With proper performance management, there should be no budget surprises. Where Have You Been? Understanding trends is key to our performance and capacity requirements. To do this efficiently, we utilize one of the many historical graphs within the application. Below, we will begin this process with understanding the CPU Utilization by Date graph: In our example, we show our system for a 4 1/2 year period. This powerful real data that is critical for successful capacity planning! This historical graph provides a view of the CPU over a period of weeks or years. You can drill up to view monthly averages. Next, we will look at DASD space utilization example. Version 14 User Manual Page 110 Jan 2009

111 Performance Management - Understanding Trend Analysis (cont) Understanding trend analysis is key to understanding how changing environments will change our performance and capacity requirements. First, we need a clear and concise definition of the trend line. It is: The straight line, which best fits the data. What Is A Trend? A trend line can be drawn with two or more data points. That is, a starting data point and an ending data point technically make up a trend. But obviously a trend of only two points is not an accurate account of what is really happening on our system. As you do trending analysis, your experience plays a big role. You re going to know your data better than anyone else, so you ll know what a reliable trend is. Saying that however, you do have the ability to make the trend any number of data points you desire. On the graph below, note the trend line on the top of the DASD data: This is a trend line. Notice that it stretches over many data points. (In our example, November 04 November 05) On the next page, we will show how by right clicking on the trend line, various trending options are available to us. Version 14 User Manual Page 111 Jan 2009

112 Performance Management - Understanding Trend Analysis (cont) Starting & Ending A Trend By dragging either the starting data point or ending data point, we can move the trend line. In the picture below, we dragged the starting data point across the graph until we get to our desired starting data point. In this case we start our trend at May 2005 Another technique is to right click on a desired data value & select Start Trend Here (or End Trend Here) Version 14 User Manual Page 112 Jan 2009

113 Performance Management - Trend Line Options Right clicking on the trend line brings up the menu below: Right clicking on the trend line, we have various options available to us. They are: Show Trend Stats show trend stats via a Trend Statistics pop up window Split Trend Line allows trending line to be split into two separate lines. By doing this, we get valuable before and after trend comparison analysis. Hide Trend Stats Removes linear regression trend line Omit Outliers Deletes anomalies Start Trend Here Allows us to set the initial data point of our trend. Stop Trend Here Allows us to set the last data point of our trend. Copy Bitmap Puts a copy of the graph image in the clipboard. (Allows cutting & pasting of graph in other documents. New Window Splits the current graph into a side by side image Allows us to the graph to a desired user Next, we will look at Show Trend Stats Version 14 User Manual Page 113 Jan 2009

114 Performance Management - Trend Stats Window Left clicking on the trend line brings up the trend stats window: Basic Tab Trend Statistics Window This window shows everything anyone might ever want to know about the line through the data. The information under the Basic tab is all very useful in some way or another. The window shows where the line starts and ends, how much it changes over time, information about the data, etc. The best feature in this window is the one input capable field. You can enter a value and press Enter and the program will tell you the date on which the line passes (or passed) through the value. The information under the Advanced tab is probably of no use, unless you want to dig up your old Statistics book and check the program s arithmetic. Note that this trend line represents 13 data points. (in our example, 13 Months) Next, we look at the Basic Tab information in detail... Version 14 User Manual Page 114 Jan 2009

115 Performance Management - Trend Stats Window Basic Tab (cont) The Basic Tab information is explained below: Shows the initial and final value. In this example, Initial (38.93); Final value (71.71). It shows the starting and ending dates (Nov Nov 2005). It shows the percentage of change (32.78). Finally, (1) shows the number of days measured (365) 2 Shows the change per day(.09), per week(.6), per month (2.74), and change per year (32.80) 3 4 Data Projection Window - Upon entering a desired value, PerfNav will indicate when the value will be reached (based on the current trend) Shows the average value(.55.27), minimum value (38.88), maximum value (72.48), and Total (718.5) Version 14 User Manual Page 115 Jan 2009

116 Current Trend Data Projection Window One of the slickest capabilities of this product, is the ability to look at the current trend, and make predictions. We all have had management ask us these types of questions: When will my disk drives fill up? When will my high priority CPU utilization reach the guideline? Are response times getting better or worse? When do I need a new CPU? How much more is the machine being used today than a year ago? With the Trend Statistics window, we have one very valuable input capable window. This window is our Data Projection window. See below: In our example, our current disk utilization is 72% (Nov 2005)...By using the data projection window, we learn our disk utilization will reach 80% Jan 2006 (which is only two months later!) Version 14 User Manual Page 116 Jan 2009

117 Performance Management - Trend Stats Window Advanced Tab The Advanced Tab information is not covered in this manual. For details, you can talk to Mr. Joe Camilli. Version 14 User Manual Page 117 Jan 2009

118 Performance Management - Trend Stats Window Before vs. After Tab - Splitting the Trend Line Of all the amazing functionality within Performance Navigator, PerfNav s Before / After Analysis is one of the most powerful aspects of the product. Before vs. After analysis will help you understand the impact of changes that were introduced into your IBM i environment. An example of changes are OS Upgrade PTFs applied to your system Applications Changes Performance Tuning Changes Network Changes First, one must split the trend line at the time of the change Right click on the trend line & select Split The Trend Line In this real life example, MPG added memory to the machine pool (Pool 1). In this analysis, we will measure the impact of the tuning changes Version 14 User Manual Page 118 Jan 2009

119 Performance Management - Trend Stats Window Before vs. After Tab - Splitting the Trend Line Next, one must move the unique trend line to the before and after date ranges. Pre Tuning Data Post Tuning Data Notice that the trend line are truly unique. To measure the impact, we simply press the Before vs. After tab Notice the Before section...this section shows the metrics for the first trend line (Feb 2004 Nov 2004). The number of data points is 10 (10 Months). This data represents the pre tuning data. Next we look at the After section (post tuning data). The dates are Dec 2004 Nov 2005; 12 data points (12 months). The key is the Change section. It shows impact of the change. In our example, we see a change of 54%. This indicates that machine pool faulting improved 54% after making our tuning change! This functionality is a powerful tool to have in your Systems Admin tool belt. Version 14 User Manual Page 119 Jan 2009

120 Performance Management - Trend Stats Window Extrapolation Tab The extrapolation Tab parameters are explained below: This tab work in conjunction with the extrapolate button These are parameters that one can set up when predicting future data. Extrapolation Weeks - Indicates the number of weeks to show when the extrapolate button is pressed Extrapolation Months - Indicates the number of months to show when the extrapolate button is pressed Adjust Rate%: - Allows one to add an additional growth to the trend line growth Extrapolate From: - Allows one to do extrapolate data from either the trend line growth or from the last known data value Extrapolate - This button works the same as pressing the extrapolate tool bar button Version 14 User Manual Page 120 Jan 2009

121 Performance Management - Joining the Trend Lines To re-join our trend line, we simply right click on one of the trend lines, and then select Join Trend stats. See below: Let s join the trend lines The trend line is now joined back together. Version 14 User Manual Page 121 Jan 2009

122 Problem Determination In this section, our goal is to understanding the components of problem determination including: Understanding how to drill down into the current day graphs Understanding how to graph within the reports that have been drilled into By using point and click analysis, we can easily under stand our cur r ent per for mance data. Only then, will we be able to show what is happening on our systems. What Just Happened? We ve all been there. Things are fine. You re actually finding time to do some needed project work and then the phone rings. The frantic voice on the other end is the help desk. We hear: The phones are ringing off the hook What s wrong with the system? Our adrenaline starts flowing and now we do what we do best troubleshoot. In the old days, I used to dread the above phone call scenario. Now I say, Bring it on. The reason is Performance Navigator s ability to drill down into the system. We can easily figure out what is going on by right clicking on a data interval, then selecting Drill / Down. See below: In our example, we have a response time problem. By clicking on Drill / Down, we bring up the data behind the graph. Version 14 User Manual Page 122 Jan 2009

123 Problem Determination (cont) Drilling Down Into The Data Upon selecting Drill / Down on a data interval, the following report appears: All active jobs are displayed. Note that they can be sorted by CPU%. On the next page, we will show how to sort by any column. In our example we will sort by response time. Sorting The Data As you are troubleshooting your system problems, it is very common to sort the active jobs by category as we hunt for the culprit. In our example we sort by response time: By right clicking on the column, and simply selecting Sort Descending, the data is sorted accordingly. Alternatively, the column can be sorted by clicking the column title. On the next page, we will show the data sorted by response time. Version 14 User Manual Page 123 Jan 2009

124 Problem Determination (cont) - Sorting the Data It s that easy. In our example, we see one user having 20-second response time. At this point, we can keep narrowing down until we find the problem. Graphing the Drilled Down Data Upon drilling down, the screen looks as follows: Version 14 User Manual Page 124 Jan 2009

125 Problem Determination (cont) Graphing the Drilled Down Data (cont) To graph our desired data, we simply press Graph. In our example, we click on Graph CPU. After minimizing the data spreadsheet, our new graph appears: It s that easy. This functionality is available for any statistic on any report. Version 14 User Manual Page 125 Jan 2009

126 Problem Determination - Filtering The Drilled Down Data Sometimes during the troubleshooting process, it is necessary to filter out data so that one can get a clearer picture of the problem. This is done via right clicking on the desired field. See below: First, right click on the desired field that filtering is necessary. In this example, we only want to see jobs that are using at least 1% of CPU. Version 14 User Manual Page 126 Jan 2009

127 Problem Determination - Filtering The Drilled Down Data Notice that after the filter request is executed, our report shows only jobs over 1.04% - see below: Notice now that data is filtered... Resetting The Drilled Down Data To reset the data back to its original format, the reset option is selected. This will put the report back to the default view... Version 14 User Manual Page 127 Jan 2009

128 Capacity Planning In this section, our goal is to understanding the components of Trend Analysis, including: Understanding the components of the What IF Modeling screen Understanding the methodology to properly capacity plan In this section, we will learn how to capacity plan our systems for the future. That is, by learning the What IF modeling techniques, we can accurately predict future hardware and software needs. Capacity Planning Rule #1 Before we begin this chapter, we all have to remember the golden rule of capacity planning. It is: Capacity Planning is not an exact science But I had a great plan That is, even when the most structured capacity planning processes are put into place, sometimes what was predicted doesn t come true. In other words, the system you predicted you would need may have been too big or too small. For the new capacity planners out there Welcome to the crazy world of capacity planning, where the gray hair on your head is not going to be the result of a bad golf game. Here is an example of what could happen in the real world: Management gives you the following task. Ensure our current systems will work with the following business factors: Business predicted growth 12% a year To support a strategic new application You apply the methodology that has worked for years, and the following year, your predicted system didn t quite cut it. Why? You find out that: The new application was bigger than expected A second application was needed to support the business (that no one told you about) The company business grew 25% The company bought another company and its related workload That s why capacity planning is not an exact science. As structured as your processes are, sometimes you re modeling criteria changes. That s why the goal of this chapter is to create a Capacity Planning methodology that will make your jobs easier. The goal is being able to build supporting documentation for capacity planning projects. If your predictions held true, you re a genius. If they didn t, you now have supporting documentation to show how you came to your conclusions. In the next section, we will start with understanding the What IF Modeling screen. Version 14 User Manual Page 128 Jan 2009

129 Capacity Planning - What If Options To access the What If screen, click on What If / New: The WHAT IF Modeling pull-down shows the following options: Prior - New - Recent Recalls the previous modeling session to start a new modeling session Show s recent WHAT IF session State of the Union Script - Starts a System Analysis Script External Disk Analysis - Starts a Disk Analysis script Version 14 User Manual Page 129 Jan 2009

130 Capacity Planning - What If Tabs The What If Tabs are explained below: The WHAT IF Modeling tabs are as follows: Model Selection Room For Growth Adjust Workload Trend Options Server Consolidation LPAR DASD Jobs Next, we will explain the WHAT IF Model Selection screen Version 14 User Manual Page 130 Jan 2009

131 Capacity Planning - What If Tabs Model Selection Tab The Model Selection tab is explained below: The WHAT IF Model Selection screen shows the following: Select Model Pull Down used during the sizing process Qualified for Room For Growth these buttons work in conjunction with the system model pull down. Highlight enables the model pull down to show systems that support 50% room for growth Graph By graphs can be done by Job Type, Priority or Interactive & other workload 4 Original Configuration Shows original pertinent system configuration data as well as the capacity planning baseline data date range (See Note Below) View Upgrade Paths Link to IBM s Upgrade web site Note: A best practice guideline for the What If baseline data is to always use a peak day (worst case scenario) for your date range (One day date range). That is, NEVER use a date range as you see above (Oct 1 30), as this is a good indication that monthly reports have been run recently. Version 14 User Manual Page 131 Jan 2009

132 Capacity Planning - What If Tabs Room For Growth Tab The Room For Growth tab is explained below: The WHAT IF Room For Growth window shows the following: System Name - indicates current system we are modeling CPW Rating - used in the MODEL SELECTION and the automatic LPAR configuration process. Annualized Room For Growth Calculator - correlates actual CPU growth for the desired RFG period In this example, 50% room for growth for three years equates to 14.47% CPU over the period. Version 14 User Manual Page 132 Jan 2009

133 Capacity Planning - What If Tabs Adjust Workload Tab The WHAT IF Adjust Workload window shows the following: Adjustment Percentage tab - allows one time growth adjustments to the baseline data. Time Zone tab - used to differentiate workloads that are across time zones This is one time growth adjustment to the baseline data. In this example, Interactive and Batch is being grown 25% Apply To All - adds the workload to all systems in the What If model This is a relative number compared to another consolidation workload. An example is Chicago & New York. If my Chicago & NW were consolidated, my Chicago workload would be a 1. Version 14 User Manual Page 133 Jan 2009

134 Capacity Planning - What If Tabs Trend Options Tab The Trend Options Tab is where you can grow a given workload by a percentage over x period of time. There are two options for this percentage. The Automatic percentage is the current percentage growth rate of either the CPU utilization or CPW. If you have more than 90 days of performance data, this might be a good option. However, if you have less then 90 days or want to use a different percentage, the Define Your Own tab will allow you to enter a percentage for system, interactive and/or batch. Once you make your choice, just enter the number of months to project the workload. The WHAT IF Trend Options screen shows the following: System Name - used to identify the current system Projection Window used to predict system growth based on X months Trends Options Automatically Calculated Tab indicates the current trends for the core metrics (Systems, Interactive, and Batch jobs). These trends will affect how the model is grown. It s important to note, that these stats will match the historical graphs extrapolation trend line stats. Trends Options Define Your Own This allows us to grow our workload by a structured period of time. It is similar to the old BEST/1 product. Version 14 User Manual Page 134 Jan 2009

135 Capacity Planning - What If Tabs (Trends are input into the What If Modeling process ) What IF Trends are established via PerfNav historical graphs. The choices are: CPU (Graph/CPU/Job Type) CPW (Graph/CPU/CPW) See examples below: Setting a What IF CPU Automatic Trend Version 14 User Manual Page 135 Jan 2009

136 Capacity Planning - What If Tabs (Trends are input into the What If Modeling process ) What IF Trends are established via PerfNav historical graphs. The choices are: CPU (Graph/CPU/Job Type) CPW (Graph/CPU/CPW) See examples below: Setting a What IF CPW Automatic Trend Version 14 User Manual Page 136 Jan 2009

137 Capacity Planning - What If Tabs Server Consolidation Tab The Server Consolidation tab is explained below: This tab is where we can add / subtract workloads from our capacity model. The hardware summary is really handy as we ponder hardware upgrades. Version 14 User Manual Page 137 Jan 2009

138 Capacity Planning - What If Tabs - Server Consolidation Tab (cont) What IF Server Consolidation Adding The Same Workload Twice To add the same work load twice, highlight the desired workload & press ADD... A confirmation message will appear. Version 14 User Manual Page 138 Jan 2009

139 Capacity Planning - What If Tabs Server Consolidation Tab (cont) What IF Server Consolidation Adding The Same Workload Twice (cont) Upon pressing YES, the workload is replicated... See MPG520P(2) Version 14 User Manual Page 139 Jan 2009

140 Capacity Planning - What If Tabs LPAR Tab The WHAT IF LPAR screen shows the following sub tabs: Configure - used to configure an LPAR environment Report - used to create a hard copy report of the configured LPAR environment Next, we will explain the WHAT IF LPAR / Configure tab What If Configure Tab What If Report Tab Version 14 User Manual Page 140 Jan 2009

141 Capacity Planning - What If Tabs LPAR Tab - Configure The WHAT IF LPAR / Configure screen shows the following: 1 2 Partition - used to select a partition. Properties - used to enter the number of processors and percent of interactive CPW in each LPAR. 3 Consolidated Workload used to enter the size of the workload in each LPAR. Workload Percent used to enter the amount of interactive and batch for each LPAR. Physical Processors - pictorial view of the configured LPAR environment. (Note: A giant red X indicates that errors exist within the LPAR configuration 4 Calculate Default LPAR Configuration button to automatically calculate a default LPAR environment. Set to Current Performance button to automatically calculate the existing LPAR environment. Clear Clears current LPAR configuration (Allows one to re-start the LPAR session) 5 Total Software / SWMA Licenses - Automatically calculates Total software / SWMA Licenses needed. Version 14 User Manual Page 141 Jan 2009

142 Capacity Planning - What If Tabs LPAR Tab - Report The report tab is a spreadsheet equivalent of the LPAR configuration. It is important to note, that this page allows changes to the LPAR configuration This screen is input into the LVT process and is used for supporting documentation. Version 14 User Manual Page 142 Jan 2009

143 Capacity Planning - What If Tabs DASD Tab The WHAT IF DASD screen shows the following: Configuration - used to show original DASD data Protection Type - used to identify type of environment (Raid 5 vs. Mirrored vs. Raid 6) Graph Type - used to identify type of graph shown (Arm Utilization vs. Disk Service Time) Drives This section configures the input / output devices IOAs This section configures the input / output devices Add Drive / Add IOA Uses IOA type and Drive type pull downs used to add DASD hardware Remove IOA Removes IOA from configuration Remove Removes individual disk drive Removes All 35GB 15K Drives Removes specified disk drives View IOAs This section list all available IOAs (See Next Page) DASD Hardware Tree - used to show original / proposed DASD Hardware Version 14 User Manual Page 143 Jan 2009

144 Capacity Planning - What If Tabs DASD Tab - View IOAs This section is displayed when one presses the View IOAs button Version 14 User Manual Page 144 Jan 2009

145 Capacity Planning - What If Tabs Jobs Tab The WHAT IF JOBS screen shows the following: Job Name - used to identify the jobs to retrieve. Generic job names can be used, e.g., Q* to retrieve all jobs beginning with Q. Retrieve Button to retrieve job statistics. Previous / Next - used to retrieve job information from the prior month or the next month. Partition used to identify the partition on which the job run time is predicted. Version 14 User Manual Page 145 Jan 2009

146 What If Example Create a WHAT IF Model (WHATIF / NEW) Notice our model is untitled. We will title it later when we exit our model. The first tab we will press, is the Server Consolidation tab See next page Version 14 User Manual Page 146 Jan 2009

147 What If Example - Adding Data to a Model By default, the system you were current looking at when you click the What-IF button will be the selected system. To add or remove systems for your analysis, click the Server Consolidation tab. Upon pressing Server Consolidation, the following screen appears: In this example, we have many workloads that we can measure. We are going to build a capacity-planning model based on two systems. The goal is to eliminate two systems and consolidate both into one main system. Since MPG520P was our current system, it was already in our Consolidated table. To add SYSTWO, we simply highlighted it and pressed ADD. Upon pressing Add the screen appears as follows: ( Both workloads are input into our What IF environment...) Version 14 User Manual Page 147 Jan 2009

148 What If Example - Seeing the Data in our Current System The CPU graph for both systems looks as follows: Batch is at 100%! Our interactive does not have a lot of room for growth. As a result, we need to upgrade our AS/400 Version 14 User Manual Page 148 Jan 2009

149 What If Example - Choosing a New System Since our data doesn t fit on our existing system, we will used the Model Selection tab and choose an appropriate system. See below: Deciding on a new system based on our data we ve input into our model Using the system model pull down, we can choose a system that can support our current combined workload. On the next page, we simply highlight a desired system, then check the CPU graph to see if we are okay. We will try the model 570 ( ) Version 14 User Manual Page 149 Jan 2009

150 What If Example - Verifying the New System Configuration is Valid Great News! The new system fit perfectly. Sometimes however, our workload doesn t fit on our first try. In those cases, we simply use the Model Selection tab and try different systems until our workload fits to our desired specifications. Version 14 User Manual Page 150 Jan 2009

151 What If Example - Adding On Additional Workload Adjust Workload Note: This is a one time adjustment Sometimes the current trend may not be good enough. That is, management might not want capacity based only on the current trends, but also based on an additional workload that is on the horizon. For example, Management might say, add on an additional 20% just to be safe. Below is a look at the Trend Option screen: In this example, we are adding a one time adjustment to our WHAT IF environment (25% to SYSTWO s interactive and batch workload) Keep in mind that each system has it s own unique adjustments. The system name pull down must be used to access all systems. The graphs are listed on the next page: There are three ways to add additional workload via the ADJUST WORKLOAD tab: Simple One Input field that allows one desired additional percentage to be added across all three workloads (System, Interactive, & Batch) Detailed Thr ee input fields that give us the ability to add thr ee differ ent additional per centages to our three workloads (System, Interactive, & Batch) Complex Nine input fields that give us the ability to do compound changes within our environment. (System, Interactive, & Batch) See next page Version 14 User Manual Page 151 Jan 2009

152 What If Example - Adding On Additional Workload Adjust Workload Verifying Additional Workload Compare The Graphs Original graph based on the current workload New graph based on current workload + 20% (Peak is 15.41%) (Peak is now 16.96% ) Another method is to use the current workload, and simply forecast out a desired number of months. That is, with the current trends in place, what will my system look like in one year? The following shows what our system will look like in 12 months. This is done via Trend Options tab. See Next Page Version 14 User Manual Page 152 Jan 2009

153 What If Example - Projecting the Workload in X months Now we can use the Trend Options tab to grow our workload. This function should only be used when the trends are positive. We do this via the project the workload window. See below: To grow our workload 3 years, we simply enter a 36 in the months box. See projected growth graph We use our current trends to predict the future. In this example, we are using the automatic trends to predict the future interactive and batch trends. Note: Because the system trend is negative due to an anomaly, we choose not to use this trend in our future predictions This graph can also be supporting documentation when trying to purchase your new system! Version 14 User Manual Page 153 Jan 2009

154 What If Example - Saving the Model The last thing we must do is save our model. Do this via EDIT / Save What If As. See below: We now save our graph with any name we desire. In our example, we call our model: WhatIf_(2008 Capacity Planning Project) Notice the graph on the next page. It shows our model is now saved with our desired name Our name is now attached to the Version 14 User Manual Page 154 Jan 2009

155 Understanding Performance Navigator Scripts Performance Navigator has the amazing to ability to run comprehensive performance reports with just a couple mouse clicks. Different from Report Sets where the output is merely a JPG, object, scripts can not only be used to do very detailed analysis on your system, but the output is a structured HTML object that can be printed like a word document or PDF. The beauty of the script process is that they complete in less than 2 minutes! (on a local machine) Examples of Performance Navigator scripts: State of the Union..High Level System Analysis Used For Capacity Planning DASD Analysis.Detailed Disk Analysis Report (For all Devices) Memory Analysis.Detailed Memory Analysis Report (For All Active Pools) Job Analysis..Detailed Analysis of a specific ob (or a group of jobs) Monthly Management Summary.Monthly Performance Component Report Weekly Management Summary...Weekly Performance Component Report First, what is a script? MPG developed a proprietary program language that executes Performance Navigator commands and functions. These scripts (programs) reside in MPG s FACTORY directory and a have a.gps extension. It s important to note that these objects should not be altered in any way as doing so voids MPG s ability to provide customer support. See script example below: In the above example, the Job analysis script is highlighted Version 14 User Manual Page 155 Jan 2009

156 Understanding Performance Navigator Scripts Run Script Window (FILE / RUN SCRIPT) Sometimes it s necessary to change the date criteria before running a script. A common example is the weekly management summary report. The fields are identified below: Identifies the script that is being run Press the browse button to select a desired script Identifies the last day of the month. Use this field for the management summary monthly report. In fact, if you select the last day of the month, the beginning of the month will automatically be set to the 1st of the month Identifies the day of the week. 3 Use this field for the management summary weekly report. Note the weekly report requires that the start of the week be SUNDAY 4 Identifies the first day of the month. Use this field for the management summary monthly report. 5 5 Identifies the script output directory This directory holds the JPGs and generated HTML object. This field should not need to be in most cases. That is, if the default environment is used, the output directory is the inside the Performance Navigator 99 folder where 99 is the current release installed. However NOTE: For monthly scripts, the start date must be the 1st of the month. Failing to do so, creates an environment where historical data will not be found in the report tables. Version 14 User Manual Page 156 Jan 2009

157 Understanding Performance Navigator Scripts Locating Scripts In the Perfnav Menu Scripts are located throughout the PerfNav menu. Here are the locations: Reports / Management Summary: Management Summary scripts are: (1) Monthly Interactive Monthly Management Performance Report (Includes Interactive Workload Stats 5250 Response Time, Transactions, Throughput) (2) Monthly NonInteractive Monthly Management Performance Report (For systems with non interactive workload) (3) Weekly Interactive Monthly Management Performance Report (Includes Interactive Workload Stats 5250 Response Time, Transactions, Throughput) (4) Weekly NonInteractive Monthly Management Performance Report (For systems with non interactive workload) (More Scripts On Next Page) Version 14 User Manual Page 157 Jan 2009

158 Understanding Performance Navigator Scripts Locating Scripts In the Perfnav Menu (cont) Scripts allow one to do detailed analysis for jobs, DASD and memory. See menu below: Reports / Analysis Summary: Analysis Summary scripts are: (1) Job Analysis Job Analysis Summary Report (Analyzes either a specific job or a group of jobs) (2) Memory Analysis Memory Analysis Summary Report (Analyzes all active pools on the system as well as showing the impact of Performance Adjuster) (3) DASD Analysis DASD Analysis Summary Report (Analyzes all DASD components including showing performance for each DASD device type ) (4) ODBC Analysis ODBC Analysis Summary Report (Analyzes ODBC workload including showing an inventory of the top ODBC users) (5) IT Systems Performance Overview Multiple System Guideline Performance Report (Shows all systems on one simple report Analyzing CPU, Disk, & Memory - the report highlights each performance metric in regards to the best practice guideline. See below: Within best practice guideline Approaching guideline Exceeds guideline Version 14 User Manual Page 158 Jan 2009

159 Understanding Performance Navigator Scripts Locating / Printing The Script Output Upon running a script, one must locate the output directory so one can print out the report. The scripts output is in the following directory:: C:\Program Files\Midrange Performance Group\Performance Navigator 99\Factory\output (Where 99 is the Performance Navigator release number In the below example, release 13) In the above directory, notice there are two type of objects: 1) JPGs theses are the pictures of the graphs in the report 2) The HTML object This is report you can either print or put on your web site For most users, the report is converted into a PDF so it can be easily distributed Good Tip: Create a short cut on your desk top to easily access the output directory Version 14 User Manual Page 159 Jan 2009