2. INSTALLATION › 2.1 Planning Checklist
2.1 Planning Checklist
Follow the steps in this checklist to plan the installation
of CA MICS Accounting and Chargeback Option in a CA MICS
complex or unit.
__ 1. Review the account code structures defined in the
various CA MICS Analyzers that you will be using for
input to CA MICS Accounting and Chargeback Option.
Review the Analyzers' PARMS members and ensure that
you understand the account code definitions used by
each. Optionally, you can use the account code
structure of the CA MICS Analyzers to derive the cost
center structure of CA MICS Accounting and Chargeback
Option. If the charges are derived from the DAYS
file exit of a CA MICS Analyzer, ensure that the
sequence variables, such as the account codes, have
been established to allow creation of the cost center
structure.
NOTE: If you change the account code structure, you
must run cccCGEN for the corresponding
Analyzer. You may also need to retrofit the
database files as described in the System
Modification Guide.
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| Reference(s): |
| In the CA MICS Space Analyzer Option Guide |
| Review VCAACCT and VCAACRT parameters |
| In the Batch and Operations Analyzer Guide |
| Review ACCOUNT and ACCTRTE parameters |
| In the CA MICS Analyzer Option for CICS Guide |
| Review CICACCT and CICACRT parameters |
| In the CA MICS Analyzer Option for DB2 Guide |
| Review DB2ACCT and DB2ACRT parameters |
| In the CA MICS Analyzer Option for CA IDMS Guide |
| Review IDMACCT and IDMACRT parameters |
| In the CA MICS Analyzer Option for IMS Guide |
| Review IMSACCT and IMSACRT parameters |
| In the CA MICS Network Analyzer Option Guide |
| Review SNTACCT and SNTACRT parameters |
| In the Analyzer for CA TSO Mon Guide |
| Review TSOACCT and TSOACRT parameters |
| In the CA MICS Analyzer Option for VM CMS Guide |
| Review VMCACCT and VMCACRT parameters |
| In the CA MICS Analyzer Option for VSE POWER |
| Guide |
| Review PWRACCT and PWRACRT parameters |
| In the CA MICS Analyzer Option for VAX VMS Guide |
| Review DEXACCT and DEXACRT parameters |
| In the CA MICS Analyzer Option for MeasureWare |
| Guide |
| Review AUMAPU, AUMACCT and AUMACRT parms |
| In the CA MICS Analyzer for MQSeries Guide |
| Review MQSACCT and MQSACRT parms |
| In the CA MICS Web Analyzer Option Guide |
| Review WEBACCT and WEBACRT parms |
| In the CA MICS Tape Analyzer Option Guide |
| Review TLMACCT and TLMACRT parms |
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__ 2. Define the organization's cost center structure by
completing the worksheets for the cost center
structure and cost center exit routine (COSTRTE).
The cost center structure must reflect the manner in
which costs are attributed to user groups within the
organization. You will code the cost center exit
routine to translate the various account codes used
by the product files in the CA MICS database to a
common cost center coding system.
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| Reference(s): Sections 4.1.1 and 4.1.3 |
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__ 3. Determine the number of cost center levels that may
have names, addresses, and invoice options defined.
You will specify this, the cost center Identification
Number, during installation.
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| Reference(s): Section 4.1.5 |
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__ 4. Determine whether you want to use a cost center
validation table for each cost center level for which
specific values are known. Once created, only values
contained in the table may be entered at that level
for cost center identification and budgets.
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| Reference(s): Section 4.1.6 |
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__ 5. Review the discussion in Sections 4.1.7 and 4.1.8 to
determine the information that you need for the Cost
Center Attributes File. This information will print
on the invoices and reports.
__ 6. Review the Table of Default Charging Elements and
complete the Charging Element Worksheet so that it
contains the elements required to satisfy the
algorithms that you will define in Step 12.
If you want to charge your Systems Managed Storage
(SMS) data sets by Storage Class and Management
Class, consult your DASD Space Administrator or
Systems Programmer to determine the values used at
your installation. You will need to modify the Units
and Description fields for the SMS charging elements
(1830-1836 and 1840-1850) to reflect these values.
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| Reference(s): Sections 4.2 through 4.2.1.3 |
| |
| Chapters 2 and 3 of the CA MICS Accounting and |
| Chargeback Option Concepts and Overview Guide |
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__ 7. Review the Table of Default Invoice Categories and
complete the Invoice Category Worksheet so that the
proper descriptions appear on invoices and reports.
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| Reference(s): Sections 4.2.2 through 4.2.2.3 |
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__ 8. Review the Table of Default Credit Categories and
complete the Credit Category Worksheet so that the
proper descriptions appear on invoices and reports.
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| Reference(s): Sections 4.2.3 through 4.2.3.3 |
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__ 9. Ensure that all standard data elements to be used in
the algorithms are defined as active in the CA MICS
database, or are available as temporary variables to
the processing. If they are not active and you want
to be able to refer to them in the CA MICS database
files, mark the data elements active in the
Analyzer's applicable GENIN member (cccGENIN).
Record any elements that you marked as active. When
you use the checklists in Chapter 3 of the PIOM, you
are notified to modify the cccGENIN member and run
the corresponding cccCGEN.
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| Reference(s): System Modification Guide, |
| Sections 6.2.1 through 6.2.1.2.3 |
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__ 10. If you are using external data from a non-CA MICS
file, you must decide whether to charge for it at the
unit or the complex level. Refer to the discussion
in Section 1.3.4.
__ 11. If you want CA MICS Accounting and Chargeback Option
to process field-developed applications, or external
data at the unit level, complete the Journal File
Eligibility Worksheet for each journal file that you
want to create.
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| Reference(s): Sections 4.13.1 through 4.13.2 |
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__ 12. Complete the rate table worksheets as follows:
o Review the discussion of the rate table so that
you will be familiar with its purpose and the
different specifications that need to be made.
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| Reference(s): Section 4.3.1 |
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o Determine which journal files will be used and
complete the Component and File Selection
Worksheet.
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| Reference(s): Sections 4.3.1.1 - 4.3.1.1.2 |
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o Complete the Journal File Specifications Worksheet
for each journal file that will be used.
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| Reference(s): Sections 4.3.1.2 - 4.3.1.2.2 |
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o To use different charging algorithms for different
groups of SYSID, Subsysid, Subtype, Cost Center 1,
or Workunit values, complete the Qualification
Groups Worksheet.
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| Reference(s): Sections 4.3.2 - 4.3.2.2 |
+----------------------------------------------+
o Complete the Algorithm Specification Worksheet for
each journal file that will be used.
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| Reference(s): Section 4.3.1.4 - 4.3.1.4.2 |
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o Complete the Algorithm Qualification Worksheet for
each journal file.
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| Reference(s): Section 4.3.1.5 - 4.3.1.5.2 |
+----------------------------------------------+
o Complete the Journal File Exit Worksheet for each
journal file for which an exit is needed.
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| Reference(s): Sections 4.3.1.3 - 4.3.1.3.2 |
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__ 13. If you defined any external journal files in Step 11,
complete the following additional rate table
worksheets:
o Complete the External Journal File Update Job
Worksheet.
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| Reference(s): Sections 4.3.1.6 - 4.3.1.6.2 |
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o Complete the External Journal File Input Routine
Worksheet.
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| Reference(s): Sections 4.3.1.7 - 4.3.1.7.2 |
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o If you want to preprocess the data from your
external file before the data is read in with the
external journal file input routine, complete the
External File Preprocessing Exit Worksheet.
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| Reference(s): Sections 4.3.1.8 - 4.3.1.8.2 |
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__ 14. If you plan to use priority differential accounting
or zone differential accounting, review the following
members:
o prefix.MICS.PARMS(ZONE) for differential ZONE
accounting
o prefix.MICS.PARMS(JOBGROUP) for SMF priority
accounting
o prefix.MICS.PARMS(NETGROUP) for SNT priority
accounting
o prefix.MICS.PARMS(PWRGROUP) for PWR priority
accounting
You may need additional ZONEs, JOBGROUPs, or
NETGROUPs to support your accounting. Record all
necessary changes for later entry and activation.
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| Reference(s): |
| PIOM: |
| Section 2.3.2.3 |
| |
| Batch and Operations Analyzer Guide: |
| Review JOBGROUP parameter |
| CA MICS Network Analyzer Option Guide: |
| Review NETGROUP parameter |
| CA MICS Analyzer Option for VSE POWER Guide: |
| Review PWRGROUP parameter |
| |
| This guide: |
| Sections 1.3.9 and 4.9.7 |
| |
| CA MICS Accounting and Chargeback Option Concepts |
| and Overview Guide: |
| Section 1.2, see Differential Charging under |
| Pricing Strategies Support |
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__ 15. If you will be charging for external data at the
complex level, review the external file discussion
and complete the external file worksheets as follows:
o Review the discussion of complex-level external
file charging so that you will be familiar with
its purpose and the different specifications that
need to be made.
o Complete the Complex-Level External File
Specifications Worksheet for each complex-level
external file that will be used.
o Complete the Complex-Level External File Input
Routine Worksheet for each complex-level external
file that will be used.
o Complete the Complex-Level External File Algorithm
Specifications Worksheet for each complex-level
external file that will be used.
o Complete the Complex-Level External File Algorithm
Qualification Worksheet for each complex-level
external file for which you have defined more than
one charging algorithm.
o Complete the Complex-Level External File Exit
Worksheet for each complex-level external file for
which an exit is needed.
o Complete the Cost Center Look-Up Table Worksheet
for each complex-level external file for which a
look-up table is needed.
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| Reference(s): Sections 4.4 through 4.4.5.2 |
+----------------------------------------------+
__ 16. Review the information in Section 4.5.1 and decide
what cost center level will be the default (global)
level for invoices. (You can override this value for
a specific cost center by specifying an alternate
value.)
__ 17. Decide the default invoice format. Determine the
type of invoice that you want to use:
o Computation Code
o Invoice Category
o Cost Center
o User-defined
Complete the appropriate worksheet:
o Computation Code Invoice Options Worksheet,
Section 4.5.2.1
o Invoice Category Invoice Options Worksheet,
Section 4.5.2.2
o Cost Center Invoice Options Worksheet,
Section 4.5.2.3
o User Invoice Options Worksheet, Section 4.5.2.4
Note: If you choose a user-defined invoice
format, you will have to develop a SAS
routine to implement that format and store
it in a member of sharedprefix.MICS.SOURCE.
To print invoices with charging element and invoice
category descriptions in different languages, use the
Computation Code or Invoice Category Invoice Option.
Fill in the Language option on the appropriate
worksheet.
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| Reference(s): Sections 4.5.2 through 4.5.2.4 |
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__ 18. Review the discussion in Section 4.6 and determine
whether you are going to use a special accounting
calendar. If you are going to use a special
accounting calendar, complete the following
worksheets:
o Accounting Calendar Control Definitions Worksheet,
Section 4.6.1
o Accounting Month Names Worksheet, Section 4.6.2
o One of the following worksheets:
- Accounting Calendar Panels Worksheet, Section
4.6.3--Use this worksheet if you are going to
use the online panels to define the accounting
calendar.
- Accounting Calendar Macros Worksheet, Section
4.6.4--Use this worksheet if you are going to
use your SAS coding for the ACTDAY, ACTWEEK,
ACTMONTH, and ACTYEAR variables.
__ 19. Determine the Journal Run Status Log options that you
will use to specify the information that will be
stored in the Journal Run Status Log files (ACTRSJ).
Complete the worksheet in Section 4.7.1.
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| Reference(s): Sections 4.7.1 and 4.7.2 |
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__ 20. To use prorating, review the prorating discussion and
complete the prorating worksheets in Section 4.8.1.1
and 4.8.2.1.
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| Reference(s): Sections 4.8 through 4.8.2.2, 4.8.5|
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__ 21. Decide what discounts and surcharges you want to
apply and complete the appropriate worksheets.
o For volume discounts, complete the Volume Discount
Specifications Worksheet in Section 4.9.1.
o For invoice category discounts, complete the
Invoice Category Discount Worksheet in Section
4.9.2.
o For fixed percentage and lump sum discounts,
complete the Fixed Percentage/Lump Sum Discounts
Worksheet in Section 4.9.3.
o For global invoice category surcharges, complete
the Invoice Category Surcharge Worksheet in
Section 4.9.4.
o For invoice category surcharges for specified cost
centers, complete the Cost Center Invoice Category
Surcharge worksheet in Section 4.9.4.
__ 22. Decide how you want to handle the following
adjustments to charges and complete the worksheet in
the referenced section:
o The number of positions to round charges, Section
4.10.1
o Whether to carry zero charges, Section 4.10.2
o Whether to make HSM data sets available to the VCA
DAA and _VS journal files, Section 4.10.3
__ 23. Decide whether to use zero balance accounting by
reviewing the discussion in Section 4.11. If you are
going to use zero balance accounting, complete the
worksheet.
__ 24. Decide whether to use multi-site accounting. If you
are going to use multi-site accounting, complete the
Multi-Site Accounting Remote Site Worksheet or the
Multi-Site Accounting Central Site Worksheet.
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| Reference(s): Sections 4.12 through 4.12.2.2 |
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__ 25. If you want to enter budgets for your cost centers,
read the information in Section 4.14 and complete the
budget worksheet.
__ 26. To use the standard utility jobs to update the
standard ISPF/DM tables with a batch job, review and
complete the Utility Job Worksheets for each job.
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| Reference(s): Sections 4.15 through 4.15.3.2 |
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