Systems Solution Assurance Trigger Criteria and Designated Product List

Created by Monique Rosales on Tue, 10/27/2020 - 00:39

Published URL:

https://www.ibm.com/support/pages/node/6355923

6355923

How To

Summary

This information is to help determine whether an Expert Pre-sale and/or Pre-install Technical and Delivery Assessment (TDA) is required. SA855

Steps

You should be using IMPACT to complete your Checklists, submit your TDA Requests and document your reviews for Systems opportunities. All required Checklists are in IMPACT. Please use the link below to sign into IMPACT with your IBMid and password. Note, IBM Business Partners also have access to IMPACT if they have a valid IBMid, password and are listed in their company's IBM Profile in PartnerPlus.

IMPACT Link: https://www.ibm.com/tools/impact/

Locating the Trigger Criteria Lists & Education

If you are looking for the latest version of Trigger Criteria or the IBM Software Trigger Criteria, please refer to the Trigger Criteria & Education section in IMPACT: https://www.ibm.com/tools/impact/triggerCriteriaEducationPage

IBMers can also access at: https://www.ibm.com/support/pages/node/6355923

Information and education on the Solution Assurance process is also located in the Trigger Criteria & Education section in IMPACT.

IBMers can also access at: https://w3.ibm.com/w3publisher/support/solution-assurance/solution-assurance-education

How to Read the Trigger Criteria and Designated Product List

Definitions
R = Highly Recommended
M = Mandatory
FICL = First In Client Location - unique physical address; this includes new systems, POCs, Try-n-buys (Trials) and Loaners
ALL = All proposals, orders and installations; this includes new systems, POCs, Try-n-buys (Trials) and Loaners
Superscript 1 = Product will not ship if Mandatory Pre-install TDA is not completed. Some products also require the completion of the TDA Confirmation Form in Resource Link.

Pre-sale
The column titled Pre-sale TDA identifies which products and solutions require an Expert Pre-sale Technical and Delivery Assessment (TDA). This TDA is performed before the final proposal is presented to the Client and before the Client agrees to purchase. This includes new systems, POCs, Try-n-buys (Trials) and Loaners. Pre-sale TDAs may also be required on upgrades and MES's.

Pre-install
The column titled Pre-install TDA identifies which products and solutions require an Expert Pre-install Technical and Delivery Assessment (TDA). All products and solutions in this column are "Mandatory" and some have a "Stop Ship" in place. Those products and solutions with a Mandatory requirement with a Stop Ship are denoted with a Superscript 1 and have an explanation at the bottom of their respective table. The Pre-install TDA is mandatory before the system installs, however those with the Stop Ship require the TDA completion and TDA confirmation before it will ship. This includes new systems, POCs, Try-n-buys (Trials) and Loaners. Pre-install TDAs may also be required on upgrades and MES's. BEST PRACTICE: Perform the Pre-install TDA right after the Client agrees to purchase.

** Don't forget that the IBM SSR and the Client are required on the Pre-install TDA.**

Examples:
ABC Inc. is interested in a proposal for a TS4500. The Pre-sale TDA is R - FICL = Highly Recommended for the First in Client Location.

ABC Inc. purchases a TS4500. The Pre-install TDA is M - FICL = Mandatory if it is the First in the Client Location.

ABC Inc. is interested in a proposal for a FlashSystem 7300. The Pre-sale TDA is M - FICL = Mandatory for the First in Client Location.

ABC Inc. is interested in purchasing a new LinuxOne III system. The Pre-sale TDA is M - ALL = Mandatory for all proposals and the Pre-install TDA is M - ALL1 = Mandatory with a Stop Ship for all orders. Before the order will ship, a TDA Confirmation Form must be submitted via Resource Link to confirm the completion of the Pre-install TDA.

The appropriate IBM-developed and published collateral must be used to facilitate and document a mandatory expert level Pre-sale or Pre-install Technical and Delivery Assessment (TDA). You must use the most current version of the collateral found in IMPACT. If you are reviewing a product that does not have a product-specific Checklist, then you must utilize the IBM-developed and published General Pre-sale and/or Pre-install checklists, also found in IMPACT.

SA Trigger Criteria and Designated Product List PDF File

SA Trigger Criteria and Designated Product List 051123.pdf

The following information is the same as what is contained in the PDF.

IBM zSystems

IBM zSystems
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
IBM z16 - Single Frame - New System (including PoCs, Try-n-Buys and Loaners)	3932	A02		M - FICL	M - ALL¹	30CD4
Upgrade from a 8562 (z15) to 3932 (A02)	8562			M - FICL	M - ALL¹
Upgrade from a 3907 (z14) to 3932 (A02)	3907			M - FICL	M - ALL¹
IBM z16 - Rack Mount - New System (including PoCs, Try-n-Buys and Loaners)	3932	AGZ		M - FICL	M - ALL¹	30CD4
Upgrade from a 8562 (z15) to 3932 (z16 Rack Mount bundle FC 0515)	8562			M - FICL	M - ALL¹
Upgrade from a 3907 (z14) to 3932 (z16 Rack Mount bundle FC 0515)	3907			M - FICL	M - ALL¹
IBM z16 - New System	3931	A01		M - FICL	M - ALL¹	30COK
Upgrade from a 8561 (z15) to 3931 (A01)	8561			M - FICL	M - ALL¹
Upgrade from a 3906 (z14) to 3931 (A01)	3906			M - FICL	M - ALL¹
IBM z15 - New System	8561	T01		M - FICL	M - ALL¹	30CHU
Upgrade from a 2964 (z13) to 8561 (T01)	2964			M - FICL	M - ALL¹
Upgrade from an 3906 (z14) to 8561 (T01)	3906			M - FICL	M - ALL¹
IBM z15 - New System	8562	T02		M - FICL	M - ALL¹	30CUL
Upgrade from a 3907 (z14) to 8562 (z15)	3907	ZR1		M - FICL	M - ALL¹
Upgrade from an 8562 (LT2) to 8562 (T02)	8562	LT2		M - FICL	M - ALL¹
IBM z14 - GARS Certified Pre-Owned (CPO) Program	3906	M01, M02, M03, M04, M05	RPQ 8P2782 or 8P2783	M - FICL	M - ALL¹
IBM z14 - GARS Certified Pre-Owned (CPO) Program	3907	ZR1	RPQ 8P2782 or 8P2783	M - FICL	M - ALL¹

1 = Product will not ship if Mandatory Pre-install TDA is not completed. See the following comments.

The following z Systems (3906, 3907, 3931, 3932, 8561 and 8562) denoted with a superscript numeral 1, require that a Pre-install TDA be confirmed before the order will ship. It is the responsibility of the Opportunity Owner (OO) to ensure that the review is successfully completed and confirmed with the submission of a TDA Confirmation Form before the scheduled ship date. The TDA Confirmation Forms are on the Resource Link website. For any issues with the Resource Link website, send an email to reslink@us.ibm.com .

The TDA is an opportune time to request that Clients enroll in the IBM Security Portal, if they have not already. See the Pre-sale Checklists for details.

IBM LinuxONE Systems

IBM LinuxONE Systems
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
IBM LinuxONE Rockhopper 4 - Single Frame - New System (including PoCs, Try-n-Buys and Loaners)	3932	LA2		M - FICL	M - ALL¹	30CD9
IBM LinuxONE Rockhopper 4 - Rack Mount - New System (including PoCs, Try-n-Buys and Loaners)	3932	AGZ		M - FICL	M - ALL¹	30CD9
IBM LinuxONE Emperor 4 - New System	3931	LA1		M - ALL	M - ALL¹	30C1U
IBM LinuxONE III - New System	8561	LT1		M - ALL	M - ALL¹	30C7H
IBM LinuxONE III LT2 - New System	8562	LT2		M - ALL	M - ALL¹	30CNK
IBM LinuxONE III Express - New System * Use the LinuxOne III Express Checklist for the Pre-sale TDA * Use the z15 T02 and LinuxONE III LT2 Checklist for the Pre-install TDA	8562	LT2		M - ALL	M - ALL¹	30CNK
1 = Product will not ship if Mandatory Pre-install TDA is not completed. See the following comments.

The following LinuxONE Systems (3931, 3932, 8561 and 8562) denoted with a superscript numeral 1, require that a Pre-install TDA be confirmed before the order will ship. It is the responsibility of the Opportunity Owner (OO) to ensure that the review is successfully completed and confirmed with the submission of a TDA Confirmation Form before the scheduled ship date. The TDA Confirmation Forms are on the Resource Link website. For any issues with the Resource Link website, send an email to reslink@us.ibm.com .

The TDA is an opportune time to request that Clients enroll in the IBM Security Portal, if they have not already. See the Pre-sale Checklists for details.

Power Systems

Power
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
Power E1080
New System: Power E1080	9080	HEX		M - ALL	M - ALL¹	30CW5
MES: Power E980 - addition of a node to an existing 9080-HEX	9080	HEX		M - FICL	M - FICL	30CW5

Power E980
New System: Power E980	9080	M9S		M - ALL	M - ALL¹	30CWD
Certified Pre-Owned (CPO) Program: Power E980	9080	M9S	9993	M - ALL	M - ALL¹	30CWD
MES Upgrade: Power E870 from 9119-MME to 9080-M9S or Power E870C from 9080-MME to 9080-M9S	9080	M9S		M - ALL	M - ALL¹	30CWD
MES Upgrade: Power E880 from 9119-MHE to 9080-M9S or Power E880C from 9080-MHE to 9080-M9S	9080	M9S		M - ALL	M - ALL¹	30CWD
MES: Power E980 - addition of a node to an existing 9080-M9S	9080	M9S		M - FICL	M - FICL	30CWD

IBM Power AC922
Power AC922 - Water Cooled Only	8335	GTX		M - ALL		30CXO

1 = Product will not ship if required mandatory TDAs are not completed and/or the TDA Confirmation Form is not completed. See the following comments.

Note: FICL (First in Client Location) means the Client has previously purchased the one or more products listed in the row and is installed at the same physical address.

For Power E980 and E1080, the TDA Confirmation Form must be submitted with the response that the Pre-install TDA was completed for all orders before they ship.

Note: Only one TDA Confirmation Form needs to be submitted for orders that match on the customer number, PSSD (schedule ship date), and MT.

It is the responsibility of the Opportunity Owner (OO) to ensure that the required TDAs are successfully completed and the TDA Confirmation Forms are submitted before the scheduled ship date. The TDA Confirmation Forms are on the Resource Link website. For any issues with the Resource Link website, send an email to reslink@us.ibm.com .

Storage Systems

Storage
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
System Storage DS8000
DS8000 (DS8880)	283x, 533x	ALL		R - FICL	M - FICL	30C8R
DS8880 solutions adding Copy Services (CS)	283x, 533x		8251	M - FICL	M - FICL
DS8880 solutions adding IBM i - iSeries Attach	283x, 533x		0931	R - FICL	M - FICL
DS8900F (DS8910F, DS8950F, and DS8980F)	5331, 5332, 5333, 5334, 5341	993, 994, 996, 998		M - ALL	M - ALL	30C8R
DS8900F solutions adding Copy Services (CS)	5331, 5332, 5333, 5334, 5341		8251, 8252, 8253, 8254, 8255, 8256, 8260	M - ALL	M - ALL
DS8900F solutions adding IBM i - iSeries Attach	5331, 5332, 5333, 5334, 5341		0931	M - ALL	M - ALL
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
IBM FlashSystem
IBM FlashSystem 5200	4662	6H2, UH6		M - FICL		30CVD
IBM FlashSystem 5200 with Feature Code B0SK Feature Code B0SK = ServicePac Machine Set up Support for Storage	4662	6H2, UH6, 12G, 24G, 92G	B0SK	M - FICL	M - ALL	30CVD
IBM FlashSystem 7200 with Feature Code B0SK Feature Code B0SK = ServicePac Machine Set up Support for Storage	4664	12G, 24G, 92G	B0SK	M - FICL	M - ALL	30CVI
IBM FlashSystem 7300	4657	924, U7D		M - FICL		30CVI
IBM FlashSystem 7300 with Feature Code B0SK Feature Code B0SK = ServicePac Machine Set up Support for Storage	4657	924, U7D, 12G, 24G, 92G	B0SK	M - FICL	M - ALL	30CVI
IBM FlashSystem 9100 (Expansions)	9846, 9848	A9F, AFF		M - FICL	M - FICL	30CVL
IBM FlashSystem 9200, 9200R and 9200 with Expert Care - (New and MES Upgrades) FlashSystem 9200 Models AG8 and UG8 require: IBM Spectrum Virtualize for FlashSystem 9150 and 9200 Software V8.3.1 or later FlashSystem 9200 Model AG8 requires: IBM Spectrum Virtualize Software for SAN Volume Controller (Software PID 5641-VC8 in iERP/AAS and Software PID 5725-M19 in Passport Advantage) for external virtualization	9846, 9848, 4666, with Software PID 5639-FA3	AG8, UG8		M - ALL	M - ALL	30CVL
IBM FlashSystem 9200, 9200R, and 9200 with Expert Care (Expansions)	9846, 9848, 4666	A9F, AFF		M - FICL	M - FICL	30CVL
IBM FlashSystem 9500 (New, MES Upgrades, and Expansions) IBM Spectrum Virtualize Software for FlashSystem 9500 Controller SW PID 5639-011	4666	AH8, UH8, A9F, AFF		M - ALL	M - ALL	30CVL

Removable Storage
TS7770 Virtualization Engine for Tape	3948, 3957	VED		R - ALL	M - ALL	30CGN
TS7770 Virtualization Engine for Tape - GARS Certified Pre-Owned (CPO) Program	3957	VEC		R - ALL	M - ALL	30CGN
TS7770 Virtualization Engine adding Grid Enablement	3948, 3957	VED	4015	R - ALL	M - ALL	30CGN
TS7770 Virtualization Engine adding Tape Attach	3948, 3957	VED	5273	R - ALL	M - ALL	30CGN
TS7000 Family Virtualization Engine adding Encryption Configuration	3948, 3957	VED	9900	R - FICL	M - ALL	30CGN
TS4500 Tape Library	3584	L25, L55		R - FICL	M - FICL	30C8H
TS4500 Tape Library using or adding Transparent LTO Encryption	3584	L25, L55	1604	R - FICL	M - FICL	30C8H
TS4500 with High Availability (2nd Accessor)	3584	L25, L55	9040	M - ALL	M - ALL
TS7700 support for TS4500	3584	L25, L55	9217	M - ALL	M - ALL
IBM System Storage TS1150 Tape Drive ----> Use the TS4500 Checklist	3592	E08, EH8			M - FICL	30CXC
IBM System Storage TS1160 Tape Drive ----> Use the TS4500 Checklist	3592	60F, 60G, 60S			M - FICL	30CXC
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
IBM Storage Fusion HCI - Including New Systems, MES Upgrades, and Node Expansions	9155	R42		M - ALL Initiates in StorM and flows into IMPACT	M - ALL^A Initiates in StorM and flows into IMPACT	30CA3

Storage as a Service (STaaS)	9601	BT1, BT2, BT3, BT4, BT5, MT1, MT2, MT3, MT4, MT5, HT1, HT2, HT3, HT4, HT5			M - ALL^A Initiates in StorM and flows into IMPACT	30CK4
Spectrum Virtualize
SAN Volume Controller
SVC with Initial Storage Engine	2145, 2147	SV1		R - FICL	M - FICL	30C2R
SVC with Metro/Global Mirror	2145 or 2147 with Software PID 5641-VC7 or 5725-M19	SV1	0679	M - FICL	M - FICL
All SVC (new or existing) adding Real-time Compression	Software PID 5641-CP7 or 5725-H04	SV1		M - ALL
SVC with Initial Storage Engine SVC Models SA2 and SV2 require: IBM Spectrum® Virtualize Software V8.3.1, or later	2145, 2147 with Software PID 5641-VC8 in iERP/AAS and Software PID 5725-M19 in Passport Advantage	SA2, SV2		R - FICL	M - FICL	30C2R
SVC with Initial Storage Engine	2145, 2147	SV3		R - FICL	M - FICL	30C2R

IBM Spectrum Virtualize on Public Cloud for Azure	5737	F08		M - ALL		30CG7

IBM Spectrum Virtualize on Public Cloud and AWS	5737	F08		M - ALL		30CG7

Elastic Storage System (ESS) - Including New Systems, PoCs, Loaners, MES Upgrades, and Expansions	5105 5141 5141 5141 5147 5147 5147 5147 5147 5148 5148	22E AF8 FN1 FN2 024 084 092 102 106 21L 22L		M - ALL^A Initiates in StorM and flows into IMPACT Note: MES' initiate in IMPACT	M - ALL^A² Initiates in StorM and flows into IMPACT	30C2F

Spectrum Scale - Including New Systems, PoCs, Loaners, MES Upgrades, and Expansions	5725 5641 5725	Q01 GPF S28		M - ALL^A Initiates in StorM and flows into IMPACT		30CG8
A = The process starts in Storage Modeller (StorM) and hands off to IMPACT.
2 = New Elastic Storage Systems and Loaners through a Try & Buy Program will not ship if required Pre-install TDAs are not completed and the TDA Confirmation Form is not submitted through Resource Link. See the following comments.

New Elastic Storage Systems and Loaners through a Try & Buy Program (denoted with a superscript numeral 2) that require the submission of an order through manufacturing, require that a Pre-install TDA be confirmed before the order ships. Note: Only one TDA Confirmation Form needs to be submitted for orders that match on the customer number, PSSD (schedule ship date) and MT. Equipment sourced through the Loaner Pool does not require a TDA Confirmation Form.

ESS Loaners, PoCs, MES Upgrades, and Expansions still require the completion of both Pre-sale and Pre-install TDAs, but do not require the submission of the TDA Confirmation Form.

It is the responsibility of the Opportunity Owner (OO) to ensure that the reviews are successfully completed and confirmed with the submission of a TDA Confirmation Form before the scheduled ship date. The TDA Confirmation Forms are on the Resource Link website. For any issues with the Resource Link website, send an email to reslink@us.ibm.com.

Networking

Networking
Product	Machine Type	Model	Feature Code	Pre-sale TDA	Pre-install TDA	UT Code
System Networking
SAN
SAN42B-R	2498	R42		R - FICL
SAN64B-6 (Use SAN 2498 Switch Checklist)	8960	F64, F65, N64, N65		R - FICL
SAN64B-7 (Use SAN 2498 Switch Checklist)	8960	P64, R64		R - FICL
SAN96B-5 FC Switch (Use SAN 2498 Switch Checklist)	2498	F96		R - FICL
SAN128B-6 (Use SAN 2498 Switch Checklist)	8960	F97, N97		R - FICL
SAN256B-6 (Use SAN 8961 Director Checklist for Pre-sale)	8961	F04		M - FICL	M - FICL
SAN256B-7 (Use SAN 8961 Director for Pre-sale; Use SAN256B-6 Pre-install Checklist)	8961	F74		M - FICL	M - FICL
SAN512B-6 (Use SAN 8961 Director Checklist for Pre-sale)	8961	F08		M - FICL	M - FICL
SAN512B-7 (Use SAN8961 Director Checklist for Pre-sale; Use SAN512B-6 Pre-install Checklist)	8961	F78		M - FICL	M - FICL

Change Logs

Date	Description of the Change
05/11/2023	Updated links
04/20/2023	Storage: All DS8900F opportunities now require a Pre-sale and Pre-install TDA for ALL proposals and ALL installs. Storage: Updates to new brand names.
04/05/2023	Z: Corrected MT for z16 Rack Mount to 3932 Z: Added Upgrades for z16 Single Frame and Rack Mount
04/04/2023	Z: Added z16 - Single Frame - New System (including POCs, Try-n-Buys and Loaners) - 3932 - A02 - - M - FICL - M - ALL1 - 30CD4 Z: Added z16 - Rack Mount - New System (including POCs, Try-n-Buys and Loaners) - 3932 - AGZ - - M - FICL - M - ALL1 - 30CD4 Z: Corrected CPO Program superscript from an asterisk to a 1 to match non-CPO requirements. LinuxONE: Added LinuxONE Rockhopper 4 - Single Frame - LA2 - - M - FICL - M - ALL1 - 30CD9 LinuxONE: Added LinuxONE Rockhopper 4 - Rack Mount - AGL - - M - FICL - M - ALL1 - 30CD9 Storage: Removed IBM System Storage TS1140 Tape Drive - 3592 - E07, EH7 - - - M - FICL - 30CXC; End of Service Storage: Added IBM System Storage TS1160 Tape Drive - 3592 - 60F, 60G, 60S - - - M - FICL - 30CXC
03/21/2023	Updated description of page Updated links Clarified that TDAs are required on POCs, Try-n-Buys/Trials and Loaners. Removed "Checklist Location" columns as all Checklists are now in IMPACT Removed references to File & Object Solutions Design Engine (FOSde) as everyone should be transitioning to StorM per announcement from Frank Lee. Storage: Removed all requirements for new (non-CPO) DS8800's MT 283x, as they are EOM Storage: Added Model E96 to DS8900F Storage: Added DS8900F (MT 5341) with Expert Care for CPO Program Storage: Added IBM FlashSystem 7200 - GARS Certified Pre-Owned (CPO) Program - 2076 - 824, 12G, 24G, 92G, U7C - 9994 - M - FICL - - 30CVI Storage: Added IBM FlashSystem 7200 with Feature Code B0SK - GARS Certified Pre-Owned (CPO) Program - 4664 - 12G, 24G, 92G, U7C - 9994 and B0SK - M - FICL - M - ALL - 30CVI
12/16/2022	Fixed Z table; No change to content.
10/26/2022	Z: Added z14 and z14 ZR1 back to list for the GARS Certified Pre-Owned (CPO) Program LinuxONE: Added IBM LinuxONE Emperor 4 - New System - 3931 - LA1 - - M - ALL - M - ALL¹ - 30C1U - IMPACT Power: Added E980 to list for the GARS CPO Program; Certified Pre-Owned (CPO) System: Power E980 - 9080 - M9S - 9993 - M - ALL - M - ALL¹ - 30CWD - IMPACT Storage: Added MT 5341 to DS8900F Storage: Removed FS7200 2076-824, U7C and 4664-824, U7C as they are withdrawn from Marketing Storage: Removed models 824 and U7C from IBM FlashSystem 7200 MT 4664 as they are withdrawn from Marketing Storage: Added MT 3948 to TS7700 Storage: Added back TS7700 MT 3957 Model VEC for the GARS Certified Pre-Owned (CPO) Program Storage: Added 5147-102 to ESS Storage: Removed instructions to use the FS9500 Pre-install Checklist for the FS7300 with FC B0SK; there is a FS7300 Pre-install Checklist to use
06/17/2022	Storage: Updated FOSde link for ESS and Spectrum Scale
05/26/2022	Z: The z16 Pre-install Checklist is available in IMPACT - changed info in Checklist Location column Storage: Added new ESS System MTM 5141-FN2
04/05/2022	Z: Added z16 - New System - 3931 - A01 - - M - FICL - M - ALL1 - 30COK - Pre-sale IMPACT; Pre-install Coming Soon Z: Added z16 Upgrade from 8561 (z15) to 3931 (z16) - 8561 - - - M - FICL - M - ALL1 - - Pre-sale IMPACT; Pre-install Coming Soon Z: Added z16 Upgrade from 3906 (z14) to 3931 (z16) - 3906 - - - M - FICL - M - ALL1 - - Pre-sale IMPACT; Pre-install Coming Soon Z: Removed z14 - New System - 3906 - M01, M02, M03, M04, M05 - - M - FICL - M - ALL1 - 30C5P - IMPACT; end of marketing as of June 30, 2021 Z: Removed z14 Upgrade from a 2827 (zEC12) to 3906 (z14) - 2827 - - - M - FICL - M - ALL1 - - IMPACT; end of marketing as of June 30, 2021 Z: Removed z14 Upgrade from a 2964 (z13) to 3906 (z14) - 2964 - - - M - FICL - M - ALL1 - - IMPACT; end of marketing as of June 30, 2021 Z: Removed IBM Dynamic Partition Manager (DPM) - 3906 - - 0016 - M - ALL - - - IMPACT Z: Removed z14 - New System - 3907 - ZR1 - - M - FICL - M - ALL1 - 30CCJ - IMPACT; end of marketing as of September 30, 2021 Z: Removed z14 Upgrade from a 2965 (z13s) to 3907 (z14) - 2965 - - - M - FICL - M - ALL1 - - IMPACT; end of marketing as of September 30, 2021 Z: Removed IBM Dynamic Partition Manager (DPM) - 3907 - - 0016 - M - ALL - - - IMPACT LinuxONE: Removed LinuxONE Emperor II - New System - 3906 - LM1, LM2, LM3, LM4, LM5 - - M - ALL - M - ALL1 - 30CBZ - IMPACT; end of marketing as of June 30, 2021 LinuxONE: Removed LinuxONE Rockhopper II - New System - 3907 - LR1 - - M - ALL - M - ALL1 - 30C1M - IMPACT; end of marketing as of September 30, 2021 Storage: Added "Use the FS9500 Pre-install Checklist for the Pre-install TDA" to FS5200, FS7200 and 7300 sold with FC B0SK Storage: Added MT 2147 to SAN Volume Controller Model SV3
03/14/2022	Storage: Removed Model Y12 from FlashSystem 5200 Storage: Added FlashSystem 5200 with Feature Code B0SK - 4662 - 6H2, UH6, 12G, 24G, 92G - B0SK - M - FICL - M - ALL - 30CVD - IMPACT Storage: Added FlashSystem 7200 with Feature Code B0SK - 4664 - 824, U7C, 12G, 24G, 92G - B0SK - M - FICL - M - ALL - 30CVI - IMPACT Storage: Added FlashSystem 7300 - 4657 - 924, U7D - - M - FICL - - 30CVI - IMPACT Storage: Added FlashSystem 7300 with Feature Code B0SK - 4657 - 924, U7D, 12G, 24G, 92G - B0SK - M - FICL - M - ALL - 30CVI - IMPACT Storage: Removed FlashSystem 9100 New, MES Upgrades and Models AF7 and AF8 (as they are withdrawn from marketing). Moved Expansions (Models A9F and AFF) to a new line with a M - FICL requirement for both Pre-sale and Pre-install TDAs. Storage: Added FlashSystem 9200 with Expert Care (MT 4666) to FlashSystem 9200 and 9200R row. Moved Expansions (Models A9F and AFF) to a new line with a M - FICL requirement for both Pre-sale and Pre-install TDAs. Storage: Added FlashSystem 9500 (New, MES Upgrades and Expansions) - 4666 with Software PID 5639-011 - AH8, UH8, A9F, AFF - - M - ALL - M - ALL - 30CVL - IMPACT Storage: Added SAN Volume Controller (SVC) with Initial Storage Engine - 2145 - SV3 - - R - FICL - M - FICL - 30C2R - IMPACT Storage: Deleted IBM FlashSystem A9000/9000R - 9835, 9836, 9837, 9838 - 415, 425 - - M - ALL - M - ALL - 30CGG - IMPACT; as they are withdrawn from marketing Storage: Deleted IBM FlashSystem V9000 - 9846, 9848 - AC3, AE3 - - M - ALL - M - ALL - 30CWY - IMPACT; as they are withdrawn from marketing Storage: Deleted IBM FlashSystem V9000 (Adding expansions to an existing install) - 9846, 9848 - 12F, 24F, 92F - - M - ALL - M - ALL - 30CWY - IMPACT; as they are withdrawn from marketing Storage: Deleted IBM Flash System V9000 with Metro/Global Mirror - 9846, 9848 with Software PID 5641-RB7 or 5641-RB8 - 0679 - M - FICL - M - FICL - - IMPACT; as FSV9000 is withdrawn from marketing
11/30/2021	Storage: Removed FlashSystem 5100 - 2077, 2078 with Software PID 5639-SV9 - 4H4, UHB - - M - FICL - - 30CVD - IMPACT; as it is withdrawn from marketing Storage: Added IBM Spectrum Virtualize on Public Cloud for Azure - 5737 - F08 - - M - ALL - - 30CG7 - IMPACT
11/19/2021	All: Fixed table column width issues on web view. Deleted older notes in change log. No changes to Trigger Criteria or pdf file.
10/12/2021	IBM Z: Added IBM LinuxONE III Express - New System - 8562 - LT2 - - M - ALL - M - ALL¹ - 30CNK - IMPACT
09/08/2021	IBM Z: Removed IBM z14 zEnsemble Membership - 3906 - - 0025 - M - ALL - - - SA1069 (from z14) IBM Z: Removed IBM z14 zEnsemble Membership - 3906 - - 0025 - M - ALL - - - SA1071 (from z14 ZR1) Power: Added Power E1080 - New System - 9080 - HEX - - M - ALL - M - ALL¹ - 30CW5 - IMPACT Power: Added Power E1080 - MES - addition of a node to an existing 9080-HEX - 9080 - HEX - - M - FICL - M - FICL - 30CW5 - IMPACT Power: Updated verbiage below table.
08/17/2021	Storage: Added Storage as a Service (STaaS) - 9601 - BT1, BT2, BT3, BT4, BT5, MT1, MT2, MT3, MT4, MT5, HT1, HT2, HT3, HT4, HT5 - - - M - ALL - 30CK4 - IMPACT Initiates in StorM
08/10/2021	Storage: Added IBM Spectrum Fusion HCI - Including New Systems, MES Upgrades and Node Expansions - 9155 - R42 - - M - ALL - M - ALL - 30CA3 - IMPACT
07/27/2021	Storage: Removed IBM FlashSystem 900 - 9840, 9843 - AE3, UFE, - M - FICL - - 30CWY - IMPACT; as it is withdrawn from marketing Storage: Removed Storwize V5100 - 2077. 2078 - 424, AF4, U5B - - M - FICL - - 30CVA - IMPACT; as it is withdrawn from marketing Storage: Added MTM 5141-FN1 to Elastic Storage Server (ESS) Storage: Removed IBM Spectrum Virtualize software only - 5725 - Z61 - - M - ALL - - - IMPACT; as it is withdrawn from marketing Storage: Added DS8980F Model 998 Storage: Removed all TS7700 TDA Requirements for Models V06, V07, VEA, and VEB since they are withdrawn from marketing Networking: Added SAN128B-6 (Use SAN 2498 Switch Checklist) - 8960 - F97, N97 - - R - FICL - - - IMPACT Networking: Added MT F65 and N65 to the SAN64B-6 Networking: Added SAN256B-7 (Use SAN 8961 Director Checklist for Pre-sale; Use SAN256B-6 Pre-install Checklist) - 8961 - F74 - - M - FICL - M - FICL - - IMPACT Networking: Added SAN512B-7 (Use SAN 8961 Director Checklist for Pre-sale; Use SAN512B-6 Pre-install Checklist) - 8961 - F78 - - M - FICL - M - FICL - - IMPACT Networking: Added SAN64B-7 (Use SAN 2498 Switch Checklist) - 8960 - P64, R64 - - R - FICL - - - IMPACT
02/08/2021	Power: Removed all Power E870 (9119-MME) requirements since it is withdrawn from marketing Power: Removed all Power E870C (9080-MME) requirements since it is withdrawn from marketing Power: Removed all Power E880 (9119-MHE) requirements since it is withdrawn from marketing Power: Removed all Power E880C (9080-MHE) requirements since it is withdrawn from marketing Storage: Added FlashSystem 5200 - 4662 - 6H2, UH6, Y12 - - M - FICL - - 30CVD - IMPACT Storage: Removed all Storwize V7000 requirements since it is withdrawn from market Storage: Removed all Storwize V7000F requirements since it is withdrawn from market Storage: Added Model VED to TS7000 Family Virtualization Engine adding Encryption Configuration (MT: 3957) Feature Code 9900 Networking: Removed SAN24B-5 FC Switch (Use SAN 2498 Checklist) - 2498 - X24 - - R - FICL - - - IMPACT; as it is withdrawn from marketing Networking: Removed SAN48B-5 (Use SAN 2498 Switch Checklist) - 2498 - F48 - - R - FICL - - - ; as it is withdrawn from marketing Networking: Removed SAN384B-2 SAN Director (Use SAN 2499 Director Checklist for Pre-sale) - 2499 - 416 - - M - FICL - M - FICL - - IMPACT; as it is withdrawn from marketing Networking: Removed SAN768B-2 SAN Director (Use SAN 2499 Director Checklist for Pre-sale) - 2499 - 816 - - M - FICL - M - FICL - - IMPACT; as it is withdrawn from marketing

Special Note for Business Partners

The purpose of a Pre-sale TDA Checklist is to provide a roadmap of questions to use when reviewing a configuration and proposal for IBM products and solutions. The purpose of a Pre-install TDA Checklist is to provide a roadmap of questions to use when assessing site readiness and preparing for the installation or implementation. These reviews occur at two different and distinct points in the sales cycle. IBM developed product/solution-specific documentation must be used, completed, and stored by IBM personnel and Business Partners, who are involved in the Pre-sale and/or Pre-install Technical and Delivery Assessment (TDA), as evidence of a completed expert review.

These documents have not been subjected to any formal IBM test and are distributed on an "as-is" basis without any warranty either expressed or implied. Contents must be evaluated for applicability to a particular proposal. Pertinent information from these documents can be discussed with, and/or abstracted for a presentation to a Client. However, any code included is for internal information purposes only and can not be given to Clients. If included code is identified as "incidental programming", its use must conform to IBM guidelines. IBM or BP personnel can make reproductions of this information for their own use. Responsibility for maintaining appropriate security accompanies such reproductions.

In these documents, any references made to an IBM licensed program are not intended to state or imply that only IBM's licensed program can be used; any functionally equivalent program might be used instead. References in these publications to IBM products, programs, or services do not imply that IBM intends to make these available outside of the United States.

The TDA documents do not contain all of the product information that can be required to design a complete solution or complete an installation. Additional product and related information can be referenced or found on the IBM website.

Disclaimer

The documentation is being made available in a revisable format to authorized Business Partners on an "as-is" basis. IBM makes no representations or warranties regarding these Materials and does not provide any guarantee or assurance that the use of such Materials will result in a successful Client proposal or installation. It is provided solely for the use of IBM Business Partners to facilitate the Technical and Delivery Assessment and document as such. The Business Partner takes responsibility for any of its contents and their solutions, in compliance with the IBM Business Partner Agreement.

End of document.

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Systems Solution Assurance Trigger Criteria and Designated Product List

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