IBM System Automation for z/OS: Installation, Customisation & Operations

Designed and written by consultants with practical knowledge and experience, this course introduces IBM System Automation for z/OS. The coursedescribes and explains how to install and customise System Automation, and also covers the use and management of the product. Attendees with pre-existing REXX skills will also learn how to use REXX to enhance the product's functionality.

This course is available 'on demand' (minimum 2 students) for public presentations live, over the Internet and for exclusive, one-company presentations.

What you will learn

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

  • list and describe the different components of IBM Systems Automation
  • install Systems Automation and the required NetView functions
  • customise the Automation Policy Database
  • use IBM Systems Automation to provide functions such as IPL, Shutdown and message monitoring.

Who Should Attend

Systems programmers new to IBM Systems Automation who are planning to install and or customise the product.


A good knowledge of z/OS systems programming techniques is required. No prior knowledge of Systems Automation or of NetView is expected.


5 days

Fee (per attendee)

£2850 (ex VAT)


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


Hard copy course notes are available on request from

at £50.00 plus carriage per set.

Course Code



Introduction to IBM Systems Automation for z/OS

What is IBM Systems Automation for z/OS?; Components of IBMi Systems Automation for z/OS; Configuration of IBM Systems Automation for z/OS; User interfaces.


The SMP/E process; FMIDs; Required USS changes; Allocate system-unique data sets for: System Automation NetView, I/O Operations, Automation Agent; Allocate sysplex-wide datasets for: Primary & Secondary Automation Managers, Automation Agent; Allocate system-unique data sets for Primary & Secondary Automation Managers; Allocate system-unique GDGs for Primary & Secondary Automation Managers; Allocate sysplex-wide datasets for Customisation Dialog; Update PARMLIB members; Update PROCLIB for the NetView Startup Procedures; NetView Subsystem Interface Startup Procedure; NetView System Automation Agent Startup Procedure; NetView System Automation Manager Startup Procedure; Other (optional) Startup Procedures; NetView customisation; Further DSIPARM members; CNMSTYLE customisation; REXX Function Package; Automation Manager customisation; HSAPRMxx customisation; Security; Minimum requirements for RACF; Component Trace; System Logger Customisation; Allocating the Dialog Libraries; Method 1 - using a TSO Logon procedure; Method 2 - dynamically using the REXX exec INGDLG; ISPF Dialog setup; Invoking via ISPF panel or REXX exec; REXX environments; Defining Userids; VTAM setup; Create NetView and System Automation APPL definitions; Create AMODETAB Logon Mode Table; Enabling SA to restart ARM enabled subsystems; Security: NetView based or SAF based; Dynamically starting Systems Automation without an IPL.

The Automation Policy - an Introduction

The Automation Policy; Entry Types and Policy Objects; Types of Entry Types; Entry Type abbreviations.


Definition of a Policy Relationship; Relationships with conditions; Relationship types; Relationship conditions; Relationship automation; Relationship chaining; Votes.

Creating a Policy Database using the ISPF Dialog

Accessing the ISPF Dialogs; Customisation Dialog Primary Menu; Creating a new Policy Database; Entering the details for a new PDB; The available add-on policies for the new PDB; Descriptions of the add-on policies; Selecting the Add-on Policies; Allocating the Policy Database; Policy Database creation in progress; Entry Type Selection Panel; Viewing Model and Add-on Policy definition; Model and Add-on Policy documentation; Renaming Model Policy system names; Making changes to the SYSTEM Entry Type; SYSTEM description; SYSTEM information; Renaming Model Policy group names; Making changes to the GROUP Entry Type.

Building the Configuration File

Overview of the Build process; Using ISPF dialogs to Build; Build parameters; Build in progress; Build complete; Viewing the Build Report; Build in progress with errors; Build complete with errors; Viewing the Build Report with errors; Batch Build.

NetView Application Panels

Logging on to the NetView Application; The NetView main menu; The Systems Automation main menu; Command Dialogs main menu; DISPAUTO menu; DISPSTAT; DISPTREE; INGLIST; INGAMS; INGPLEX IPL; BLOG; HELP for messages; HELP for commands.

Controlling Systems Automation

INGLIST: The resource details, Observed Status, The resource details - scrolling; INGFILT - Filtering the display; INGLIST: After filtering on Resource; INGLIST available commands: Update, Start, Stop, INGRELS, INGVOTE, INGINFO, Members.

Further Policy Database Work

Creating a new Application Group; Creating a new Application Group - Define New Entry; Application Group Policy Selection Panel; Application Group 'Where Used'; Creating a new Application; Define New Entry; Entry created; Link to Class; Relationships initial panel; Relationship defining; Message / User Data: defining a WTOR reply, defining a started message; Startup & Shutdown options; Startup command; 'Where Used'; Application defined, time to rebuild; Timer Entries; Define new Timer Entry; Timer Entry created; Timer specification; Timer Definition; Timer 'Where Used'; Message Processing; Automation Tables; Automation Table Structure; Displaying Automation Table Structure; Creating a new Automation Table; Writing an Automation Table; Reloading an Automation Table; Executing your own REXX; Example REXX exec & others.

Practical Exercises

Part 1 - PARMLIB changes; Part 2 - PROCLIBs; Part 3 - Parameter files and NetView style sheets; Part 4 - VTAM; Part 5 - Create a Policy Database; Part 6 - Build the Configuration Files; Part 7 - Start Systems Automation; Part 8 - Make additions to the Policy Database; Part 9 - Shutdown and IPL.

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