I have done a lot of these types of conversions, strangely enough, the biggest 
jump I have ever performed (so far) was just this year at a small local 
government site that was still running MVS/ESA who moved to zOS 2.2, they were 
running on a 4381 and migrated to a z13s.  The total outage was about 4 hours 
only because I had to copy (ALL of) the DISK volumes to tape and then back to 
disk on the go-live day, but it could have been much less had they allowed me 
to stage things a little differently.  The hardest part was making the volume 
copies under MVS/ESA that could still be read on z/OS.   I ended up writing a 
program to to the full pack backups and restores.  DASD to DASD would have been 
much better, but they had REAL 3350's and 3380's and only FICON RAID on the new 
system.  That was a real test of the process.:)

Any way, your client can run OS/390 2.5 on a z800 (not an 890) which supports 
OS/390 through z/OS 1.13.  They (the z/800's) are still readily available, but 
it doesn't really place them anywhere for a step up from there because the 
newest software they can run on the z800 is z/OS 1.13.  It would however allow 
them to run both OS/390 and z/OS on the same physical processor, but it's not 
the way I would plan the conversion, there are too many places to get caught up 
in wasting a lot of time.

VM is actually not a good idea for them either unless they want to remain at 
OS/390 for a long time and don't plan on EVER moving up to z/OS.  They are 
probably paying more to run OS/390 than they would for z/OS so they should have 
an incentive to migrate.  There are some known (solvable) issues with running 
OS/390 under z/VM (they have to use an "older" version), and if they have not 
converted from OS/390 to z/OS by now, I doubt they will look favorably on z/VM 
and the people-training time to get to that point, (and keep it there), and the 
costs will still be much higher for OS/390 on the larger box plus they will 
have to add the cost of z/VM and new hardware (DASD etc.) on top of that.  It's 
a lot more money than almost any other alternative, and takes longer to 
implement as well.

Probably, the next (and cheapest step) for them is the one I have performed 
several times in the past, which is to install a new little box (in this case 
the cheapest "new" box would likely be a z13s which would give them better 
pricing overall for the first 3 years and maintenance for the hardware is free 
as well for a couple years which should sound nice to them after what they 
probably pay to keep their old machine running now) and convert directly from 
OS/390 2.5 to z/OS 2.2 (or 2.3).  

The above assumes they have DASD that will allow them to connect to the z13s 
2965-N10 (single processor A01 at about 10MSU (~80MIPS)), if they are running 
with internal DASD or direct ESCON DASD (which they probably are) then the best 
bet is either replace it (not that costly if they don't go brand new and get 
one that supports ESCON and FICON, or get a used/new converter) or get a used 
z114 instead of the z13s (there are actually several viable alternatives that 
could make sense depending on their current hardware).  The cost for the z114 
is lower than the z13s, but they won't get the reduced cost for the software 
and the hardware maintenance would be cheaper than now, but a z13s would be 
free for maintenance at first.  When you compare the total cost over a couple 
years, the z13s tends to be a better cost-wise alternative, not to mention that 
it's going to be able to support them for quite a while with anything IBM 
decides to change to.

The process is fairly painless and I typically have the new OS installed in 
about a week, (3 if you count the two week order time from IBM) and the 
conversion from OS/390 to z/OS (probably 2.2 in this case) is normally between 
30 to 90 days, depending on how much they are using/depending on home-grown 
exits and how many things (exits, mods, zaps, etc.) I have to reproduce without 
existing source code.

It's fairly easy and painless for the client, but that's probably because I 
have done this type of conversion many times already so there aren't really 
many surprises for me any more.  

The biggest issue (for EVERYONE) is when they have old "vendor" software from 
places that simply don't exist any more and the software doesn't support 
new(er) levels of the OS.  In cases like that I have a (really) long list of 
just about every vendor product and how to get them to "work" under newer OS 
versions.  In some cases I have had to dumb down z/OS or create an environment 
under z/OS that mimics the older runtime code, but I have found that there is 
(almost) always a way to make it work safely.  Some products are just harder 
than others to get them settled down, but having done this a lot of times, I 
have all of the tricks and alternatives so there aren't many unknowns.

If they are dead-set to stay as OS/390 2.5, then a z/800 is pretty much their 
only existing choice.  Running on a emulator is another option, but the long 
term viability of that choice is at risk because IBM can (and will at some 
point in the not distant future) come down on the people (and their customers) 
for running the emulation of their hardware.  IBM has already served notice to 
two of the places, (that I know about) that they have to stop "production" 
work.  Apparently they have no problem with development or people designing 
software for home/hobby use, but when you start wanting to run a commercial 
site they take a very dim view of that.  No one wants to have their company 
come in one morning and be told that IBM pulled the plug on their solution and 
they have to come up with a LOT of money to not only convert their system, but 
defend themselves in court.  

It's not like those places are running plug compatible hardware.  Emulators 
(while they work VERY well) are bad news when it comes to long term viability, 
(and staying out of court).

If you need help or have questions, feel free to ask, or contact me offline.

Brian Westerman

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