2. INSTALLATION › 2.2 Installation Checklist
2.2 Installation Checklist
Follow this checklist to install CA MICS Accounting and
Chargeback Option in:
o A CA MICS complex and one or more of its database units
o An additional unit when CA MICS Accounting and Chargeback
Option is already installed in a CA MICS complex
Before you can install CA MICS Accounting and Chargeback
Option, you must define a CA MICS database complex and
generate at least one database unit by following the
checklists in Chapter 3 of the PIOM.
INSTALLATION CHECKLIST
Use this checklist after you complete the planning indicated
in Section 2.1. Use the worksheet information from that
section to help you specify the necessary parameters.
To activate charging for a CA MICS analyzer, a
field-developed application (FDA), a complex- or unit-level
external file, or the I/S Inventory and Assets Manager, use
the appropriate checklist in Section 2.3.
The recommended approach is to use a test database unit to
validate the accounting definitions and exits before placing
CA MICS Accounting and Chargeback Option into a production
database unit.
__ 1. Review the value of the ACCTMGDG parameter in
sharedprefix.MICS.PARMS(JCLDEFC). The ACCTMGDG
parameter specifies the number of generations of
monthly audit files to be maintained in the monthly
generation data group. If you want to maintain
complex-level audit files, make sure the ACCTMGDG
parameter is set to any numeric value greater than
zero. If you do not want to maintain complex-level
audit files, make sure the ACCTMGDG parameter is set
to zero. If no ACCTMGDG parameter is specified, the
default is set to 85, meaning 85 generations will be
kept.
If you change the ACCTMGDG parameter, you must
regenerate the GDGSGENC job as follows for the new
parameter value to take effect.
o Edit sharedprefix.MICS.PARMS(JCLGENUC) so that it
contains the following line:
GDGSGENC
o Regenerate GDGSGENC by submitting JCLGENUC.
SUB 'sharedprefix.MICS.CNTL(JCLGENUC)'
+---------------------------------------------------+
| Reference(s): Section 6.5.1.4 and 7.4 |
+---------------------------------------------------+
******************************************************
* NOTE: Skip Step 2 if the ACCTMGDG parameter *
* was set to zero in this step. *
******************************************************
__ 2. If you want to maintain complex-level audit files,
run the GDGSGENC job in sharedprefix.MICS.CNTL. The
use of generation data groups requires a special
index in the control volume (or VSAM) catalog. The
GDGSGENC job generates the statements to create this
index at the complex level.
SUB 'sharedprefix.MICS.CNTL(GDGSGENC)'
It is common for the first IDCAMS step to
complete with a condition code of 4, while the
second IDCAMS step completes with a condition
code of 8.
__ 3. If you are installing CA MICS Accounting and
Chargeback Option in a complex, create the
complex-level JCL jobs for Accounting by submitting
the job JCLGEN1:
SUB 'sharedprefix.MICS.CNTL(JCLGEN1)'
+---------------------------------------------------+
| Reference(s): Section 2.3.3.1.1 in the PIOM |
+---------------------------------------------------+
__ 4. If you are installing CA MICS Accounting and
Chargeback Option in a complex, or if you change one
or more of the money formats to reflect your local
currency instead of dollars, you must submit the
BASPGEN job.
SUB 'prefix.MICS.CNTL(BASPGEN)'
NOTES: If you plan to use differential zone
accounting, you may need to run the BASPGEN
job. If so, you can wait and run the BASPGEN
as instructed in Step 6.
The formats which can be changed to your
local currency are MONEY, MONEYR, MONEYB, and
MONEYX. MONEYB is used exclusively by CA
MICS Accounting and Chargeback Option to
print budget amounts on an invoice using a
nine-digit integer format. MONEYX is used
exclusively by CA MICS Accounting and
Chargeback Option in the detail level reports
to print four digits to the right of the
decimal. MONEYRT is intended to be used in
user-defined report to print six digits to
the right of the decimal. These members are
stored in sharedprefix.MICS.SOURCE.
+---------------------------------------------------+
| Reference(s): Section 3.3.5 in the PIOM |
+---------------------------------------------------+
__ 5. If you plan to use priority accounting, update the
standard CA MICS PARMS member as necessary.
o prefix.MICS.PARMS(JOBGROUP) for the CA MICS Batch
and Operations Analyzer
o prefix.MICS.PARMS(NETGROUP) for the CA MICS Network
Analyzer Option
o prefix.MICS.PARMS(PWRGROUP) for the VSE/POWER
Analysis Product
If you revise any of the above parameters, submit the
following job to regenerate the coding:
prefix.MICS.CNTL(cccPGEN)
+---------------------------------------------------+
| Reference(s): |
| In the Batch and Operations Analyzer Guide, |
| see JOBGROUP parameter |
| |
| In the CA MICS Network Analyzer Option, |
| see NETGROUP parameter |
| |
| In the VSE/POWER Analysis Product Guide, |
| see PWRGROUP parameter |
| |
| In the CA MICS Accounting and Chargeback Option |
| Concepts and Overview Guide, Section 1.2, see |
| Differential Charging under Pricing Strategies |
| Support |
+---------------------------------------------------+
__ 6. If you plan to use differential zone accounting,
update and regenerate (in all units) the ZONE member
in prefix.MICS.PARMS as needed. Update:
prefix.MICS.PARMS(ZONE)
If you revise the ZONE member, submit:
prefix.MICS.CNTL(BASPGEN)
+---------------------------------------------------+
| Reference(s): Section 2.3.2.3 in the PIOM |
| |
| Section 4.9.7 of this guide |
| |
| CA MICS Accounting and Chargeback Option Concepts |
| and Overview Guide, Section 1.2, see Differential |
| Charging under Pricing Strategies Support |
+---------------------------------------------------+
__ 7. Change the Authorization Assignments of the CA MICS
Workstation Facility (MWF) to accommodate CA MICS
Accounting and Chargeback Option by doing the
following:
o Invoke the CA MICS Workstation Facility (MWF).
o Select Option 5, CA MICS Administrator Facility
(MAF), on the MWF menu.
o Select Option 3, Authorization Assignment, on the
MAF menu.
The Authorization Assignment panel has three
authorization flag indicators that are used for CA
MICS Accounting and Chargeback Option. The flag
indicators are in positions 14, 15, and 16. The
flags control access to the various accounting panels
and should be changed to meet your needs. Review the
online tutorial information associated with the
Authorization Assignment panel for an explanation of
each flag indicator.
Return to the CA MICS Workstation Facility (MWF)
menu.
__ 8. In the following steps, you will be using the CA MICS
Accounting and Chargeback Option online panels to
specify your parameters. To reach the panels, you
will select the appropriate option number from the
Parameter Specification and Generation menu. Display
the Parameter Specification and Generation menu as
follows:
o Select Option 4, CA MICS Management Support
Applications (APPL), from the MWF Menu.
o Select Option 2, Accounting and Chargeback, from
the CA MICS Management Support Applications Menu.
o Select Option 3, Parameter Specification and
Generation, from the Installation Accounting
Primary Options Menu.
__ 9. If you are installing CA MICS Accounting and
Chargeback Option in a complex and need to modify the
Cost Center Structure (COSTCTR) and Cost Routine
(COSTRTE), complete that task. Select Option 1, Cost
Center Definition, from the Parameter Specification
and Generation menu to enter this information.
If you modify the COSTCTR member, you must run the
component generation job:
SUB 'sharedprefix.MICS.CNTL(ACTCGEN)'
Modifying the COSTRTE member does not require you to
run a component generation job.
Optionally, you may want to change the Cost Center
Identification Number or establish Cost Center
Validation Tables.
Enter END twice to return to the Installation
Accounting Primary Options Menu.
+---------------------------------------------------+
| Reference(s): Sections 4.1.1, 4.1.3, 4.1.5, 4.1.6 |
+---------------------------------------------------+
__ 10. If you are installing CA MICS Accounting and
Chargeback Option in a complex, initialize the
accounting files in the TABLES data set by submitting
the job ACTINITT:
SUB 'sharedprefix.MICS.CNTL(ACTINITT)'
__ 11. If you have FDAs or unit-level external files that
you want CA MICS Accounting and Chargeback Option to
process, proceed as follows:
o Select Option S, Special Requirements, to display
the Special Requirements Menu.
o Select Option 2, Journal File Eligibility, to
display the File Selection panel.
o Use the Insert line command to add the FDA or
external journal files that you want to create.
The File Specifications panel displays for data
entry. When you finish entering data, enter END
to return to the File Selection panel.
o Enter END on the File Selection panel to return to
the Special Requirements Menu. You are notified
to run the CA MICS Algorithm Generation job
(MAGRUN). However, you do not need to run the job
because you will run it in Step 19.
o Enter END on the Special Requirements Menu to
return to the Installation Accounting Primary
Options Menu. Select Option 3, Parameter
Specification and Generation to return to the
Parameter Specification and Generation Menu.
+----------------------------------------------+
| Reference(s): Sections 4.13 through 4.13.2 |
+----------------------------------------------+
__ 12. Select Option 2, Accounting Options, from the
Parameter Specification and Generation menu to
display the Accounting Options Menu. Proceed as
follows to enter accounting parameters. Use the
information you entered in the worksheets when you
completed the planning checklist in Section 2.1.
o Select Option 1, General Installation Accounting
Specifications, and specify the parameters on the
panel.
Enter END to return to the Accounting Options
Menu.
+----------------------------------------------+
| Reference(s): Sections 4.8.2.1, |
| 4.10 through 4.10.3 |
+----------------------------------------------+
o Select Option 2, the Financial Recap File
Specifications Menu. Perform each of the
following steps, as necessary.
- Select Option 1, Invoice Level, and specify the
default cost center level for invoicing.
Enter END to return to the Financial Recap File
Specifications Menu.
+-------------------------------------------+
| Reference(s): Section 4.5.1 |
+-------------------------------------------+
- If you want to use volume discounts, select
Option 2, Volume Discounts, and specify the
parameters.
Enter END to return to the Financial Recap File
Specifications Menu.
+-------------------------------------------+
| Reference(s): Section 4.9.1 |
+-------------------------------------------+
- If you want to use invoice category discounts,
select Option 3, Invoice Category Discounts,
and specify the parameters.
Enter END to return to the Financial Recap File
Specifications Menu.
+-------------------------------------------+
| Reference(s): Section 4.9.2 |
+-------------------------------------------+
- If you want to use global invoice category
surcharges, select Option 4, Surcharges, and
specify the parameters.
Enter END twice to return to the Accounting
Options Menu.
+-------------------------------------------+
| Reference(s): Section 4.9.4 |
+-------------------------------------------+
o If you want to use special accounting dates,
select Option 3, Account Dates Specifications
Menu, and specify the parameters to define your
accounting calendar or use the option that allows
you to code your ADAY, AWEEK, AMONTH, and AYEAR
routines. If you activate the special accounting
dates for aging, you can also provide special
month names to be used on your accounting reports.
Enter END to return to the Accounting Options
Menu.
+----------------------------------------------+
| Reference(s): Sections 4.6 through 4.6.4 |
+----------------------------------------------+
o If you want to do multi-site accounting, select
Option 4, Multi-Site Invoicing Specifications
Menu, and select and complete either the Remote
Site or the Central Site parameter specifications.
Enter END to return to the Accounting Options
Menu.
+----------------------------------------------+
| Reference(s): Sections 4.12 through 4.12.2.2|
+----------------------------------------------+
o Select Option 5, Invoice Format Option
Specifications and specify the parameters for the
selected invoice format. If you chose a
user-defined invoice format, develop a SAS routine
to implement that format and store it in a member
of sharedprefix.MICS.SOURCE.
Enter END to return to the Accounting Options
Menu.
+----------------------------------------------+
| Reference(s): Sections 4.5.2 through 4.5.3 |
+----------------------------------------------+
o Select Option 6, Journal Run Status Log option,
and specify what information will be stored in the
logs in the Journal Run Status File.
Enter END to return to the Accounting Options
Menu.
+----------------------------------------------+
| Reference(s): Sections 4.7 through 4.7.2 |
+----------------------------------------------+
o Enter END from the Accounting Options Menu. If
this is your first installation of CA MICS
Accounting and Chargeback Option, or if you have
made any changes, you are automatically requested
to submit the proper accounting options generation
job when you END from the Accounting Options Menu.
There are two versions of this job: If you have
not changed multi-site accounting specifications,
you will submit ACTXOPTS; if you have changed
multi-site accounting specifications, you will
submit ACTXOPTM.
You can also submit the accounting options
generation job from TSO as follows:
SUB 'sharedprefix.MICS.CNTL(ACTXOPTS)'
or
SUB 'sharedprefix.MICS.CNTL(ACTXOPTM)'
Return to the Option 3, Parameter Specification
and Generation Menu, on the Installation
Accounting Primary Options Menu.
___ 13. If you will be using different charging algorithms
for different groups of SYSID, Subsysid, Subtype,
Cost Center 1, or Workunit values:
o Select Option 9, Qualification Groups, from the
Parameter Specification and Generation menu.
o Insert a Group ID and Description line for each
group that you want to create on the Group
Selection panel.
o Select the line for each group and enter the
values that comprise the group on the Group
Specification panel.
+---------------------------------------------------+
| Reference(s): Sections 4.3.2 through 4.3.2.2 |
+---------------------------------------------------+
Submit the Qualification Group Generation job
(CHRGROUP). If you added, deleted, or changed any
groups, you are automatically requested to submit the
job when you END from the Group Selection panel. You
may submit the job at this point, or you may enter
CANCEL because the Qualification Group Generation
will be performed by the MAGRUN job that you will run
in Step 19.
You can also submit the CHRGROUP job from TSO as
follows:
SUB 'sharedprefix.MICS.CNTL(CHRGROUP)'
__ 14. Select Option 3, Invoice Category Definition, from
the Parameter Specification and Generation menu and
make any invoice category additions or modifications
that you require.
+---------------------------------------------------+
| Reference(s): Sections 4.2.2 through 4.2.2.3 |
+---------------------------------------------------+
If you added, deleted, or changed any invoice
categories, you are automatically requested to submit
the Invoice Category Generation job when you END from
the Invoice Category Definition panel. You may
submit the job at this point, or you may enter CANCEL
because the Invoice Category Generation will be
performed by the MAGRUN job that you will run in Step
19.
__ 15. Select Option 4, Credit Category Definition, from the
Parameter Specification and Generation menu and make
any credit category additions or modifications that
you require.
+---------------------------------------------------+
| Reference(s): Sections 4.2.3 through 4.2.3.3 |
+---------------------------------------------------+
If you made any changes to the credit categories, you
are automatically requested to submit the Credit
Category Generation (CREDCAT) job when you END from
the Credit Category Definition panel.
The CREDCAT job can also be submitted from TSO as
follows:
SUB 'sharedprefix.MICS.CNTL(CREDCAT)'
__ 16. Select Option 5, Charging Element Definition, from
the Parameter Specification and Generation menu to
display the Charging Element Selection panel. You
must define any charging elements you have for your
FDAs, complex-level external files, and unit-level
external files not based on a standard CA MICS file.
Use the Insert and Select line commands,
respectively, to add or modify any charging elements.
Both of these line commands cause the Charging
Element Specifications panel to display for data
entry.
+---------------------------------------------------+
| Reference(s): Sections 4.2.1 through 4.2.1.3 |
+---------------------------------------------------+
If you added, deleted, or changed any charging
elements, you are automatically requested to submit
the Charging Element Generation job when you END from
the Charging Element Selection panel. You may submit
the job at this point, or you may enter CANCEL
because the Charging Element Generation will be
performed by the MAGRUN job that you will run in Step
19.
*****************************************************
* NOTE: Repeat Steps 17 and 18 for each journal *
* file that you want to activate. *
*****************************************************
__ 17. Select Option 6, Rate Table, from the Parameter
Specification and Generation menu to display the
Component and File Selection panel. If CA MICS
Accounting and Chargeback Option is installed in more
than one database unit, the Unit Selection panel will
be displayed prior to the Component and File
Selection panel. Select the unit in which you want
to set the Rate Table parameters. You must specify
Rate Table parameters for each unit in which you want
to use CA MICS Accounting and Chargeback Option.
The Component and File Selection panel shows each
journal file that you can activate in the selected
database unit. To activate a journal file, use the
Select line command to display the Rate Table File
Options Menu.
When you select a standard CA MICS journal file for
the first time, the default rate table for that file
is copied into your rate table with all rates set to
0, and the journal file is marked ACTIVE. All of the
charges will be zero unless you change one or more to
a non-zero value.
Proceed as follows:
o Select Option 1, Journal File Specifications, to
specify the number of journal file cycles,
prorating, and zone charging information.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.2 through |
| 4.3.1.2.2 |
+----------------------------------------------+
o If you wish to code a SAS exit that will be taken
immediately before the output of each journal file
observation, select Option 2, Journal File Exit.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.3 through |
| 4.3.1.3.2 |
+----------------------------------------------+
o Select Option 3, Algorithm Selection and
Specification, to create one or more sets of
charging algorithms to be used for the journal
file. Each algorithm consists of a set of
computation codes and rates. Insert a line for
each algorithm and enter an algorithm identifier
and a description on the Algorithm Selection
panel. Then use the Select line command to
display the Algorithm Specification panel and
enter the computation codes and rates for the
algorithm.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.4 through |
| 4.3.1.4.2 |
+----------------------------------------------+
o Select Option 4, Algorithm Qualification. Use
Algorithm Qualification to specify the work to
which each algorithm applies.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.5 through |
| 4.3.1.5.2 |
+----------------------------------------------+
__ 18. If you selected an external journal file in Step 17,
there are three additional options on the Rate Table
File Options Menu:
o Select Option 5, External Journal File
Specifications. Specify whether duplicate data
checking should be performed when the external
journal file update job runs and the input DD
statement to input your external file.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.6 through |
| 4.3.1.6.2 |
+----------------------------------------------+
o Select Option 6, External Journal File Input
Routine. Enter the SAS code for your external
journal file input routine.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.7 through |
| 4.3.1.7.2 |
+----------------------------------------------+
o Optionally, select Option 7, External Journal File
Preprocessing Exit. Enter the SAS code for an
exit to preprocess the data from your external
file before it is read in by the external journal
file input routine.
+----------------------------------------------+
| Reference(s): Sections 4.3.1.8 through |
| 4.3.1.8.2 |
+----------------------------------------------+
__ 19. After you activate all the desired journal files for
a unit, submit the MAGRUN job. If you made any
changes, you are automatically requested to submit
the job when you END from the Rate Table Component
and File Selection panel.
You can also submit the MAGRUN job from TSO as
follows:
SUB 'prefix.MICS.CNTL(MAGRUN)'
__ 20. If you will be processing any complex-level external
file data, select Option 7, Complex-Level External
File Definition, from the Parameter Specification and
Generation menu to display the Complex-Level External
File Selection panel.
You must insert a line for each complex-level
external file that you want to process, and enter a
file name and a description. Then use the Select
line command to display the File Options menu and
proceed as follows:
o Select Option 1, External File Specifications, to
specify prorating, Subsysid, and Subtype
information and to code the INPUTACT DD statement.
+----------------------------------------------+
| Reference(s): Sections 4.4.1 through 4.4.1.2|
+----------------------------------------------+
o Select Option 2, External File Input Routine, and
enter the SAS code that will be used to input the
external file.
+----------------------------------------------+
| Reference(s): Sections 4.4.2 through 4.4.2.2|
+----------------------------------------------+
o Select Option 3, Algorithm Selection and
Specification, to create one or more sets of
charging algorithms to be used for the external
file. Each algorithm consists of a set of
computation codes and rates. Insert a line for
each algorithm and enter an algorithm identifier
and a description on the Algorithm Selection
panel. Then use the Select line command to
display the Algorithm Specification panel and
enter the computation codes and rates for the
algorithm.
+----------------------------------------------+
| Reference(s): Section 4.4.3, |
| 4.3.1.4 through 4.3.1.4.2 |
+----------------------------------------------+
o Select Option 4, Algorithm Qualification. Use
Algorithm Qualification to specify the work to
which each algorithm applies.
+----------------------------------------------+
| Reference(s): Section 4.4.3, |
| 4.3.1.5 through 4.3.1.5.2 |
+----------------------------------------------+
o If you wish to code a SAS exit that will be taken
immediately prior to the output of each external
file observation, select Option 5, External File
Exit.
+----------------------------------------------+
| Reference(s): Sections 4.4.4 through 4.4.4.2|
+----------------------------------------------+
o If you wish to use a cross reference table to
translate or create COSTCTR values for each
external file observation, select Option 6, Cost
Center Look Up Table.
+----------------------------------------------+
| Reference(s): Sections 4.4.5 through 4.4.5.2|
+----------------------------------------------+
o Submit the External File Generation job. If you
have made any changes, you are automatically
requested to submit the job when you END from the
External File Selection panel.
You can also submit the External File Generation
job from TSO as follows:
SUB 'sharedprefix.MICS.CNTL(EXTFILE)'
__ 21. If you will be prorating any charges, select Option
8, Prorating, on the Parameter Specification and
Generation menu to display the Prorating Menu.
Select either complex-level or unit-level prorating.
Note the following:
o Prorating specifications for complex-level
external files are always made at the complex
level.
o Journal and ledger file prorating specifications
are made at the unit level unless "Always use
complex level prorating table" has been specified
as YES.
o If you chose to prorate from the unit-level table
in Step 12 and CA MICS Accounting and Chargeback
Option is installed in more than one database
unit, the unit selection panel will be displayed.
You must enter prorating specifications for each
unit.
When you select an option, the Prorating Percent
Specifications panel will display. The lines you
insert on this panel specify an old value, which
identifies a record to prorate; a new value, which
identifies the new Cost Center 1 value; and a
percent, which indicates the percent of the original
charge the new Cost Center 1 value will receive.
+---------------------------------------------------+
| Reference(s): Sections 4.8 through 4.8.5.3 |
+---------------------------------------------------+
Submit the Prorating Generation job. There is a
unit-level and a complex-level job. If you have made
any changes, you are automatically requested to
submit the proper job when you END from the Prorating
Percent Specifications panel.
The Prorating Generation jobs can also be submitted
from TSO as follows:
SUB 'sharedprefix.MICS.CNTL(PRORATE)'
or
SUB 'prefix.MICS.CNTL(PRORATEU)'
If you are doing journal file prorating, this job
must complete before the next CA MICS DAILY job is
run or the journal file charges will not be prorated.
__ 22. Select Option 10, Accounting Active, on the Parameter
Specification and Generation menu to display the
EXECDEF member of prefix.MICS.PARMS. If CA MICS
Accounting and Chargeback Option is installed in more
than one database unit, the unit selection panel will
be displayed.
For each unit in which CA MICS Accounting and
Chargeback Option is installed, code either:
ACCOUNTING ACTIVE
or
ACCOUNTING INACTIVE
ACCOUNTING ACTIVE activates CA MICS Accounting and
Chargeback Option in the unit and ACCOUNTING INACTIVE
inactivates CA MICS Accounting and Chargeback Option
in the unit.
WARNING: If you specify ACCOUNTING INACTIVE, the CA
MICS Accounting and Chargeback Option code
will still be executed, but no observations
will be created in the journal or ledger
files. This could result in SAS errors in
your CA MICS DAILY job if your code is
incorrect.
__ 23. If you are installing CA MICS Accounting and
Chargeback Option in a complex, review the
Application Database Data Entry panels. At a
minimum, you must make one entry into the Cost Center
Attributes File (ACTCCA) for later processing.
Select Option 1, Application Database Data Entry, on
the Installation Accounting Primary Options Menu.
Select Option 1, Cost Center Attributes, from this
menu and select Option 1, Identification, from the
subsequent menu. If the table is empty, the data
entry panel will display, which you must use to make
at least one entry (otherwise a cost center selection
list will be presented).
__ 24. If you will be using an FDA in CA MICS Accounting and
Chargeback Option that was generated at a pre-BAS4600
level, you must revise the FDA code to provide the
interface between the two. See Section 2.3.5 in this
guide for further information on coding changes to
your pre-BAS4600 level FDA for the accounting
interface.
__ 25. Continue with the next step of the installation
checklist in the PIOM.
+---------------------------------------------------+
| Reference(s): Chapter 3 in the CA MICS PIOM |
+---------------------------------------------------+
NOTE: Execute CA MICS Accounting and Chargeback
Option on a test basis and carefully verify
the calculated charges, journal files, and
reports.
Copyright © 2014 CA.
All rights reserved.
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