Welcome to the System z Software Sub-Capacity Corner. This website describes details related to Sub-Capacity: terms & conditions, procedures and technology.
How to Submit Sub-Capacity Reports
Sub-Capacity Reports may be submitted in one of two ways: via the web or via email. New Sub-Capacity customers should submit their SCRT report(s) via the Internet submission procedures described on the SCRT page. Existing Sub-Capacity customers may migrate to the Internet process now, or continue to use their current process until notified by IBM that they must migrate. It is IBM's intent to eventually require all customers to submit via the web.
- To submit Sub-Capacity Reports via the Internet you use a web-based application called 'License Management Data Submission' (LMDS), also known as the SCRT Web Interface. Information on how to access the SCRT Web Interface is listed on the web The SCRT Web Interface will give you immediate feedback if there is a problem with your report or if you've forgotten to complete any key fields.
- For submitting Sub-Capacity Reports via email, please use the appropriate email address for your country or region. Send each report as a separate file attached to the email. The following file formats are acceptable: .xls, .csv, .txt, or .123.
When to Submit Sub-Capacity Reports
Sub-Capacity Reports, whether submitted via email or via the web, must be submitted to IBM by the close of business of the 9th day of the month. The billable MSUs listed in the Product Summary Section of the Sub-Capacity Report affect customer billing the month after the report is received. Failure to submit a Sub-Capacity Report for a given month will result in one month of Full-Capacity charges for that machine.
For example, if you are collecting data from January 2nd - February 1st, then your submission deadline for this reporting period (January 2nd through February 1st) is February 9th. The billable MSUs listed in this Sub-Capacity Report will be used to establish the billing, effective March 1st for the month of March. In this case, if the January 2nd - February 1st Sub-Capacity Report is not received by IBM by February 9th, then the billable MSUs for March would be based upon the full MSU rated capacity of the machine. Full-machine billing would continue until the next Sub-Capacity Report is submitted.
Handling Sub-Capacity Reports for a Machine Upgrade
The Sub-Capacity Reporting Tool (SCRT) can handle machine model upgrades without any intervention. The Sub-Capacity Report will indicate with a comment that the machine model has changed, and the MSU values on the report will be used to set the billing as usual.
However, in cases when the machine type and/or the serial number changes there will be two Sub-Capacity Reports generated. SCRT will interpret the data as being from two different machines even though the data represents only one customer workload for the month. The customer should indicate in the "Customer Comments" field of both Sub-Capacity Reports that a migration has occurred, for example, "2064-12345 has migrated to 2084-34567". IBM will check to see that the Data Collection % on the first Report plus the Data Collection % on the second Report sum to 95% or more. For each product on both Reports IBM will use the higher of the two MSU numbers reported as the billing value for that product that month (capped, if appropriate, by the Full-Capacity MSU value of the target machine). Customers must complete the migration within a calendar month. The original box should no longer be installed or functional in future months.
Handling Sub-Capacity Reports for Machine Consolidations
The case when one or more machines are consolidated onto a different machine is similar to the Machine Upgrade scenario in some respects. For example, with a Consolidation from Box1 and Box2 onto Box3:
- There will be Sub-Capacity Reports generated for each of the old machines (Box1 and Box2) as well as the new machine (Box3).
- The customer should indicate in the "Customer Comments" field of all the Sub-Capacity Reports that a consolidation has occurred, for example, "2064-11111 and 2064-22222 have consolidated onto 2084-33333".
- IBM will check to see that (the higher of the Data Collection % on Box 1 or Box 2) plus (the Data Collection % on Box 3) sums to 95% or more.
- For each product on all the Reports IBM will use the higher of (the sum of the MSU numbers reported for Box 1 and Box2) compared to (the MSU number reported for Box3) as the billing value for that product that month.
Customers must complete the migration within a calendar month, Box1 and Box2 should no longer be installed or functional in future months.
Sub-Capacity Machine Consolidation Example
| Product |
Report One
2064-11111 |
Report Two
2064-22222 |
Report Three
2084-33333 |
| z/OS |
100 |
50 |
155 |
| DB2 |
100 |
50 |
125 |
| CICS |
100 |
50 |
125 |
Using the example reports, above, the applied rules would render the following billing:
z/OS = (100+50) vs. 155= 155
DB2 = (100+50) vs. 125 = 150
CICS = (100+50) vs. 125 = 150
Applied to machine serial 2084-33333
Getting Help
Help for the Sub-Capacity Reporting Tool (SCRT) or anything related to Sub-Capacity pricing is available by emailing scrt@us.ibm.com
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