HSM Implementation & Customisation

This two-day course is designed, written and presented by the UK's foremost mainframe storage management specialists. The course describes and explains how best to implement, customise and utilise HSM. Start-up commands and options are examined in detail, giving practical guidance on performance and availability issues. Customisation of the environment is also covered in detail.
Effective management and monitoring of HSM are important if you are to provide a good service to end-users, and techniques to do this are comprehensively covered, as is the important and often neglected subject of disaster backup using HSM. There are a number of challenging practical exercises throughout the course.

This course is also available for exclusive, one-company presentations and for live presentation over the Internet, via the Virtual Classroom Environment service.

Virtual Classroom Environment dates - click to book!

UK Start Times

22 July 2024 10 October 2024

What is a 'Virtual Classroom Environment'?


What do I need?

  • webcam
  • headphones with microphone
  • sufficient bandwidth, at least 1.5 Mb/s in each direction.

What you will learn

On successful completion of this course you will be able to:

  • implement migration and recall
  • implement backup/recovery
  • describe HSM performance issues and tune HSM
  • issue (and understand) HSM commands
  • utilise FIXCDS and PATCH commands.

Who Should Attend

Anyone with responsibility for mainframe data storage, space management or back-up and recovery procedures.


A sound understanding of z/OS at a conceptual level and familiarity with using JCL and the utility programs.


2 days

Fee (per attendee)

£1250 (ex VAT)


This includes free online 24/7 access to course notes.


Hard copy course notes are available on request from rsmshop@rsm.co.uk

at £50.00 plus carriage per set.

Course Code



The HSM Strategy

DFSMS/MVS manuals; HSM functional overview; HSM as part of SMS; Management Class; Management Class attributes; Storage Group attributes.

Migration / Recall

Key commands; Migration types; Defining migration; Defining Primary volumes; Defining ML1 volumes; Small dataset packing; Defining ML2 volumes; Controlling daily migration; Secondary migration - cleanup of ML1 & MCDS; Migration from ML0; Interval migration; Command migration; Command migration - SMS; Freevol command; Recalling data sets; Recall process; Common Recall Queue (CRQ); Enabling CRQ; Activating CRQ - SETSYS COMMONQUEUE; Controlling Recall non-SMS; Delete by Age - an alternative to migration for non-SMS; Delete if Backed Up - an alternative to migration for non-SMS; Supported data sets; Migration/Recall performance summary; SDSP performance summary.

Backup and Recovery

Backup flow; Backup events; Backup volume definitions; Backup control; CDS backup; CDS recovery utility; Backup datset naming; Backup to DASD; Command backup - volume; BACKVOL examples; Backup command; Controlling command backup - SETSYS DSBACKUP; Controlling command backup - ML1 overflow; Command bac-up - dataset; Bac-up support; Inline backup; Dataset recovery; Backup performance summary; Deleting unwanted backups; EXPIREBV DISPLAY.

HSM Miscellaneous Functions

DSS cross memory mode; Sharing Parmlib - ONLYIF; Multi-host considerations; Serialization logic overview; CDS serialization; User serialization; Multiple HSMplexes; Secondary host promotion (failover) for DFSMShsm; HSM's five activity logs; Logging; Log contents; ARCPRLOG output; ARCPEDIT output; Controlling tape mounts; Tape selection/seletion options; Controlling tape usage; Recycling tapes; Command authorization; RACF Facility class - HSM command security; Problem Determination Aid Facility (PDA).

HSM Commands

How HSM commands are used; Operator commands; Query command; QUERY ACTIVE; QUERY for available tapes and space; QUERY AUTOPROGRESS; Storage administration commands; Original AUDIT command; Enhanced AUDIT command; Enhanced versus original AUDIT; List command; List backup volumes; List dataset information from MCDS; List dataset Information from BCDS; List dataset information from both MCDS and BCDS; List migration or primary volume information; LIST ML2 (tape) MCDS; LIST PRIMARYVOLUME(volser) BCDS; HOST (hostid) LIST TTOC SELECT(..........); LIST TTOC (volser) DATASETINFORMATION; LIST spanning excessive volumes; LIST FAILEDRECYCLE and FAILEDCREATE; LIST user; REPORT command; REPORT daily statistics; REPORT volume statistics; System Programmer commands; Commands for end-users.

Availability Management

Fast Replication (FRBACKUP); Define Copy Pool; Invoking Fast Replication; FR options; Volume & Disaster Back-up/Recovery features; Autodump; Autodump controlling commands; Recovery from dump data; Recovery commands; LIST PRIMARYVOLUME(volser) ALLDUMPS BCDS; LIST PVOL() BACKUPCONTENTS BCDS; LIST DUMPCLASS(class); LIST DUMPVOLUME.... ; LIST DUMPVOLUME(volser) BCDS DUMPCONTENTS; Volume dump performance summary; Aggregate back-up and recovery (ABARS); Copying tapes; TAPEREPL in Disaster Recovery; Duplex tape; Duplex tape flow; Duplex tape support; Disaster back-up overview; Disaster Recovery process; Recovering ML1 or ML2; Recovering lost back-ups on ML1; Damaged CDS, Journal Full; Damaged Journal, undamaged CDS; Overwritten migration tape.

Startup & Monitoring

HSM start-up procedure; HSM start-up options; Defining Control Data Sets; Multicluster Control Data Sets; VSAM Record Level Sharing (RLS); Requirements for CDS RLS serialisation; Implementing RLS mode; Control Data Set performance summary; General HSM performance summary; Monitoring HSM; Controlling HSM.

HSM Structure & Flow

HSM input; MWE queuing flow; Data Area Control Blocks; Management Work Element; DISPLAY command; PATCH command; Control Data Set Records; MCDS record types; BCDS record types; BCDS record types; Useful patches.

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