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Introducing IBM~ i5& i5/OS

GP03 V5R3 Technical OverviewPart 1 of 2

August 2004 2004 Announcements: May, July, August GA June 11, August 31, September 10

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PAGE 2

2004 IBM Corporation

Major Topics

Part 1 of 2 Introduction to POWER5 and IBM eServer i5 systems, i5/OS and OnDemand pricing, IBM Virtualization

Engine

Hardware:

IBM eServer i5 520, 550 and 570 systems

Editions, On Demand pricing of i5/OS

Main Storage Memory

I/O Controller and devices

HSL-2/RIO-G loop information

Upgrading to IBM eServer i5 systems

Software Simplify Your Infrastructure:

Logical Partitioning

IBM Virtualization Engine IBM Director Multiplatform preview

Windows Operating System Integration with i5/OS, AIX 5L, Linux

Single System Sign On IBM Virtualization Engine Previews:

Enterprise Workload Manager (EWLM)

Virtualization Engine Console

System Provisioning

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Major Topics

Part 2 of 2 Software Integrate to Innovate:

DB2 UDB for iSeries

WebSphere Application Server

Lotus products integration, including Domino and Workplace

WebSphere Portal Express, Express Plus

iSeries Access Family of Products

iSeries Access for Windows, iSeries access for Linux

iSeries Access for Web

HATS LE Version 5

Application Development

CL enhancements

WebSphere Development Studio (RPG, ...), WebSphere Development Studio Client for iSeries

Printing

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Major Topics

Part 2 of 2 continued Software Deliver without Disruption:

Capacity on Demand

iSeries Navigator

Cross-site Mirroring

SAN Multipath

Save While Active

Time Zone Synchronization

Save/Restore, BRMS

Virus Scan Enablement Summary

Product Previews

Enterprise Edition Vouchers Summary

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Remarks

Key contributors to this presentation are:Rochester: Amit Dave, Mark Olson, Guy Paradise, Tracy Smith, Nick Harris, Dave

Wells, Denis Nizinski, and more

ITSO Residents: Belgium: Louis Cuypers, Tom Vernaillen

ITSO Residents: Australia: Stephen Linsdell, Chris Luppino ITSO Resident: Japan: Nobuaki Itoh

ITSO Resident: France: Denis Luquain

Avnet: David Crow

Note, this presentation will be updated approximately every 3 months during 2004.

Contact [email protected] with feedback.

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Power Architecture: A Platform for Innovation

Power Architecture is more than just atechnology, but rather a movement forchange. It's time for an architecture that

enables innovation to flourish. It's timefor Power Everywhere.

Nick Donofrio, IBM Senior Vice President

IBM Technology & Manufacturing

Power Architecture

Power Everywhere

POWER

IBM POWER4

IBM POWER5

IBM PowerPC

Exploiting the industrys most successful64-bit processor technology

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Power Architecture and IBM POWER5

POWER4 POWER5

Lithography 180 nm 130 nm

Transistors 174 million 276 million

Cores / logicalprocessors per chip

2 / 2 2 / 4

Max memory 256 GB 1 TB*

Area 415 mm2 389 mm2

L2 / L3 cache 1.4 / 32MB 1.9 / 36MB

Frequency 1.1 / 1.3 GHz >= 1.5 GHz

Multi-threading No SMT* This presentation contains information about IBMs plans and directions.Such plans and directions are subject to change without notice

POWER4 POWER5

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A Decade of 64-bit Microprocessor Excellence

1995

Cobra

2004

POWER5

Transistor count 4.7M 276MFrequency 50 MHz >= 1.5 GHz

Logical Partitions None Up to 254*

* This presentation contains information about IBMs plans and directions. Such plans and directions are subject to change without notice

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Notes: A Decade of 64-bit Microprocessor Excellence

This slide shows iSeries and pSeries system processor-oriented technology over the years from a physicalpackaging viewpoint.

POWER5 technology, although hardware based on POWER4 technology, is much more than just animprovement in processor or chip design, it is a complete architectural change, creating a much more efficientsuperscalar processor complex. As with previous hardware, POWER5 processors have two load/store, twoarithmetic and one branch unit. The processors complex design is built in such a way that it can most

efficiently execute multiple instruction streams concurrently. With simultaneous multi-threading (SMT) on,instructions of two different threads can be issued per single cycle. We will discuss the effect of this capabilityin more detail later in this presentation.

Multi-threading in general allows a single processor to process multiple threads in a different fashion, tominimize the processor wait or idle time, than a single processor without this capability. When discussingmultithreading, there are a number of distinct differences between different types of multithreadingimplemented in the industry. We will restrict our discussion to IBM technologies only. You may find articles

discussing Intels Hyper-Threading, Superthreading and other multitasking techniques from several sources.

The POWER5 concept is also a step further into autonomic computing. A number of enhanced reliability andavailability enhancements are implemented. Along with increased redundant components, it incorporates newtechnologically high standards, such as special ways to reduce junction temperatures, to reach a very highlevel of availability. The full system design approach is required to maintain balanced utilization of hardwareresources as well as high availability of the new IBM eServer i5 systems.

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Notes: A Decade of 64-bit Microprocessor Excellence - 2

Memory and CPU sharing, alternate CPU recovery, a dual clock and dual service processors with failovercapability are a number of examples of the full system design approach for higher availability. IBM designedthe entire eServer i5 system, all together from processor, caching mechanisms to memory allocation methodsand, for I/O tower attachment, HSL-2/RIO-G technology adapters, all for increased performance andavailability. On top of all this, there is advanced error correction and low power consuming circuitry by usingenhanced thermal management.

The multiprocessor eServer i5 servers have multiple autonomic computing features for higher availability

compared with single processor servers. If a processor is running, but is experiencing a high rate ofcorrectable soft errors (or is failing a periodic floating point computation test), it can be dynamicallydeconfigured and its workload automatically picked up by the remaining processor(s) if one is available. If aspare CUoD processor is available (or if 1.00 processor units of unused capacity in a shared processor pool isavailable), the deconfigured processor can be dynamically replaced by the spare processor (or unused sharedpool capacity) to maintain the same level of processor performance. For eServer i5 servers with redundantservice processors, a static failover (IPL) is required to activate the spare service processor.

Note, if a configured processor experiences what the system considers a hard failure, the entire server willstill come down.

Further into the future, the POWER6 microprocessors, now in design, will be able to keep running throughmany hard processor failures. Reliability and availability characteristics associated only with zSeries classmachines are being incorporated into eServer i5.

Remember that IBM plans and directions are subject to change without notice.

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IBM eServer

zSeries Reliable, mission-critical data transaction servers with

sophisticated workload management technology, dynamiclogical partitioning and a wide array of self-managing, self-optimizing and self-healing tools

iSeries Flexible, integrated data transaction servers

pSeries Powerful, technologically advanced UNIX servers

xSeries Scalable Intel processor-based servers with

mainframe-inspired reliability technologies

+ POWER5 technology = eServer i5

+ POWER5 technology = eServer p5

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Notes: IBM eServer

This slide highlights the primary characteristics of each of the IBM eServer systems.

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POWER5 Common Technology: two customer sets

iSeries integration

IBM eServer i5

Simplicity in an ondemand world

Feature integrated solutionsincluding IBM middleware withincreasing flexibility in operatingsystem choice

pSeries performance

IBM eServer p5

Make no compromises.

Accept no limitations.

Feature innovative and affordablePOWER systems to serve themultiple workloads of the UNIX and

Linux marketplace

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Notes: POWER5 Common Platform: two customer sets

This slide highlights the commonality of POWER5 hardware resources that will be shared by iSeries andpSeries servers while emphasizing P for performance and I for integration and the different kinds ofoperating environments and customer sets that typically choose these two different hardware configurationsand associated software.

The iSeries server brings a lot of integrated software or middleware together to enable simple and

sophisticated applications to get up and running as quickly as possible. Middleware examples include i5/OS(the next generation (V5R3) of OS/400), its integrated DB2 UDB for iSeries, WebSphere and Domino softwarealong with, for example, products such as Backup, Recovery, and Media Services.

This pSeries server, with its UNIX-based heritage emphasizes a completely customizable set of software andI/O hardware that could contain both IBM and non-IBM components.

These two customer sets could be looked at from the viewpoint of an airplane that can be customized forpassenger traffic or cargo traffic. The passenger version has an integrated set of seats and lavatories andgalleys. The cargo version starts out with no seating but is easily customizable for transporting specific kindsof cargo, each of which may require a different internal configuration, based upon the type of cargo beingcarried.

The POWER Hypervisor (sometimes referred to as pHyp) allows for multiple operating systems to run on thenew hardware. Customized eServer i5 or eServer p5 firmware enables i5/OS, Linux and AIX 5L to besupported. New releases of Power-based Linux and AIX 5L are required and discussed later in thispresentation. These releases are identified later in this presentation and were announced in July 2004 to beavailable during the August and September 2004 time period. Note that with any of the POWER5-enabledoperating systems, there is no requirement to re-program or re-compile applications already running on

previous technology iSeries and pSeries systems.

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Notes: POWER5 Common Platform: two customer sets - 2

Note, on July 13, 2004, the eServer p5 (POWER5 technology) model 570 announcement letter 104-257 gave astatement of direction regarding i5/OS running on the 570:

Statement of general direction

IBM plans to extend the capabilities of the IBM eServer p5 product line by introducing support for the i5/OS

operating system. This support is planned for selected eServer p5 570 and future high-end eServer p5models. i5/OS support will provide additional flexibility for large-scale server consolidation where AIX 5Land/or Linux is the primary operating system. i5/OS support will be limited to one processor on selected p5570 models and up to two on selected high-end models. This capability is planned to be available in the firsthalf 2005.

All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice,

and represent goals and objectives only. References to list prices refer to IBM list prices only. Reseller pricesmay vary.

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Common prices forcommon hardware

=

=

iSeries: Integrating thevalue of i5/OS IBMmiddleware withEditions

New Economic Model

Realigning Price With Value

Processors

I/O devices Base, per processor pricingon Standard and Enterpriseeditions and EnterpriseEnablement features

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Notes: New Economic Model

The commonizing of the POWER5-based processor structure and much of the I/O support among theeServer i5 and eServer p5 models leads to an new pricing model where the same hardware will be pricedsimilarly on both system lines. This slide depicts the value add of the iSeries-based i5/OS with its imbeddedDB2 UDB for iSeries and integration with key middleware products.

During July 2004, the eServer i5 introduced a new pricing structure for its Standard and Enterprise Editions

which reduced the number of i5/OS licenses required for a maximum number of available processors andmore granular on demand pricing of 5250 OLTP support now termed the Enterprise Enablement features.

These options are introduced later in this presentation.

Before going into eServer i5 announcement details, we discuss a cross-IBM set of system management

capabilities that will be appearing on i5/OS and other operating systems, starting in 3rd quarter 2004 characterized by the term IBM Virtualization Engine.

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IBM Virtualization Engine*

IBM

Virtualization

Engine

Extending IBMs virtualization leadership

* See Announcement letter 204-191(August 17,2004) IBM Virtualization Engine Suite for Server V1.1

IBM Director Multiplatform IBM Enterprise Workload Manager IBM Tivoli Provisioning Manager

IBM Grid Toolbox V3 for Multiplatforms Base Infrastructure Virtualization Engine

Console

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Notes: IBM Virtualization Engine and eServer i5 systemsIBM Virtualization Engine is a suite of integrated platform services and technologies that can help your business

improve the effectiveness of IT as it treats resources as a single pool, accessing and managing resourcesacross the organization more efficiently, by effect and need rather than physical location. Virtualization is akey component of the on demand Operating Environment which can help you align your IT environment withthe needs of your business. IBM Virtualization Engine will include two components:

Virtualization Engine system services

Virtualization Engine system technologies

IBM Virtualization Engine system technologies include Hypervisor support, Dynamic LPAR, Virtual I/O andVirtual LAN:

Hypervisor support to allow multiple operating systems to be supported in one server and enablesmultithreaded CPUs and sub-processor partitioning.

Dynamic Logical Partitioning (DLPAR) to allow the system resources to be grouped into logically separate

systems within the same physical footprint.

With new capabilities, processors can be shared between partitions based on business needs Virtual I/O,where I/O resources such as disk, tape, and CD-ROM can be shared between OS, other partitions andhardware. Virtual LANs, including virtual Ethernet, where partitions can communicate together within ahigh-speed virtualized network, yet have outside access via routing through one set of physical I/Odevices.

IBM Virtualization Engine system technologies include IBM Director Multiplatform, Enterprise WorkloadManager, system provisioning services and IBM Grid Toolbox V3 for Multiplatforms. IBM Director Multiplatformwhich is designed to provide a consistent systems management infrastructure so that heterogeneous systemsand their resources may be managed in a homogeneous way. It leverages proven capabilities from IBMDirector. Coupled with the Virtualization Engine console which provides a common Web-based console for

monitoring/managing the overall health of your on demand operating environment, you have a set of powerfulsystem management capabilities.

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Notes: IBM Virtualization Engine and eServer i5 systems - 2

Virtualization Engine Services products run on IBM and Windows and Solaris operating systems. The followingare excerpts from announcement letter 204-191 (August 17, 2004). The Virtualization Engine ServicesMultiplatform (5724-i72) is available and offered in two options, depending upon the choice of IBM EnterpriseWorkload Manager-managed servers and agents. These IBM Enterprise Workload Manager-managed serversand agents come in two separate packages:

For IBM operating systems: Virtualization Engine systems services for managing AIX 5L and i5/OS, whichincludes:

Enterprise Workload Manager domain manager Enterprise Workload Manager managed servers and agents for AIX 5L and i5/OS Director Multiplatform management server and agents IBM Tivoli Provisioning Manager Grid Toolbox V3 for Multiplatforms Virtualization Engine installer, Virtualization Engine console, and common runtime infrastructure

For Windows and Solaris operating systems: Virtualization Engine systems services for managing MicrosoftWindows and Sun Solaris, which includes Enterprise Workload Manager domain manager Enterprise Workload Manager managed servers and agents for Microsoft Windows and Sun Solaris 8

and 9 (SPARC Platform Edition) Director Multiplatform management server and agents Tivoli Provisioning Manager Grid Toolbox V3 for Multiplatforms Virtualization Engine installer, Virtualization Engine console, and common runtime infrastructure

In this presentation we later provide some preview level documentation on iSeries-based Director Multiplatformmanagement server and agents and Enterprise Workload Manager managed servers and agents for AIX 5Land i5/OS. For more complete information start at the Virtualization Web sit at:http://www.ibm.com/servers/eserver/about/virutalization

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Introducing the IBM eServer i5 systems

and i5/OS V5R3 (OS/400 V5R3)

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IBM eServer i5 Announcements

May 4, 2004 (GA June 11) Delivering the industrys first

POWER5 based servers

Exploiting a common eServer

platform with eServer p5 Completing the vision of an

on demand operating environment

Extending the value of openintegration with i5/OS and WebSphere

July 13, 2004 (GA August 31) AIX 5L 5.3 and Linux

CoD Enhancements

POWER5 scalability with 16-way 570

Flexible on demand pricing

August 17, 2004 (GA September 10) 1/4-way eServer i5 550

IBM Virtualization Engine Suite for Servers

(Virtualization Engine Services Multiplatform)

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Flexible, on demand pricing for

IBM eServer i5 servers

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Introducing Flexible On Demand Pricing

IBM eServer i5 is the industrys most flexible server, running multipleoperating systems including i5/OS, AIX 5L, Linux and Windows SystemServer

Flexible demand pricing introduced July 2004, establishes a new economicmodel for running mixed workloads in an on demand operating environment

Introduces new value and flexibility for clients running i5/OS with mixed

application workloads

Clients can choose the applications they need for their business

Clients can buy what they need and pay as they grow

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Notes: Introducing Flexible On Demand Pricing

This slide highlights the significant enhancements we have made during July 2004 by introducing a new,flexible on demand pricing strategy designed to match the on demand operating environment.

The new support for AIX 5L and the growing sales of Linux on eServer i5 has opened many new opportunitiesfor consolidation as clients adopt our vision of an on demand operating environment. To address this newbusiness opportunity we are introducing a major change to our pricing model for the 570 and 520 products.

With the July 2004 announcements we deliver flexible, on demand price options that provide both outstandingvalue for customers deploying new workloads on i5/OS, and provide increased flexibility for those customerswho want to mix and match operating systems. Now, for example, a client can buy a 16-way 570 with onlyfour processors licensed for i5/OS, leaving 75% available for any operating system of their choice.

In one example, you can buy a 16-way eServer i5 570 with 4 processors licensed for i5/OS Enterprise Edition,2 processors licensed for i5/OS Standard, 2 licensed for Linux, 4 licensed for AIX and 3 for Capacity onDemand. With this new pricing model, we provide clients with much greater flexibility to buy the amount andtype of processing power they need. This is a breakthrough in flexible on demand pricing and a valuableextension to our new economic model allowing clients to pay as they grow.

This flexible pricing model responds to many consolidation requests of large enterprise clients, allowing themto choose the right technology and operating systems as their business and application needs evolve.

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Increase Flexibility for Multiple Workloads

Mix and match i5/OS, AIX 5L and Linux workloads Fewer i5/OS licenses are required on high end 570 and 520, 550 servers

Example: You can purchase a 13/16-way server with only 4 i5/OS licenses

Number of hardware activations may not equal i5/OS licenses

Enterprise now enabled by processor Enterprise Edition, High Availability, Solution, Capacity BackUp edition now

includes Enterprise Enablement Features

Enterprise Enablement Feature authorizes use of 5250 per processor

Mix and match i5/OS application workloads

Start with Enterprise, High Availability, 550 Solution edition base set of

Enterprise Enablement Features(s) Add i5/OS licenses with or without 5250 OLTP Enterprise Enablement features

to an Enterprise, High Availability, Solution edition server

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Notes: Introducing Flexible On Demand Pricing

We have made a key change to the product structure whereby clients have the flexibility to enable theadditional processors for non-i5/OS or non-5250 workloads on eServer i5 model 570 and 520 2-wayconfigurations. For example, on the 570 13 to 16-way configuration, you may have i5/OS licenses for only 4processors with remaining processors managing Linux or AIX 5L workloads, or optionally add additional i5/OSlicenses.

Also new is the concept of an Enterprise Enablement feature that provides authorization for 5250 per

processor. Now, each Enterprise Edition, Solution Edition, Capacity BackUp Edition, and High AvailabilityEdition includes one or more Enterprise Enablement features, replacing the Maximum 5250 CPW that wasintroduced in 2003. So, for example, a 570 13/16 way Enterprise Edition includes four i5/OS licenses and fourEnterprise Enablement features, authorizing use of 12,000 CPW of 5250. This essentially gives clients theflexibility, particularly at the high end, to deploy Enterprise Edition on part of the server and add standardedition i5/OS (without 5250), or AIX 5L or Linux workloads on other processors.

These flexibility slides introduce these new packaging and pricing capabilities.

We get back to this subject later in this presentation after first discussing the themes and highlights of the2004 announcements, listing ISVs with applications already running on i5/OS V5R3, listing the iSeries andeServer Information Center sites for additional information.

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IBM eServer i5 The next generation of iSeries servers

First POWER5 processor-based servers in industry

Integrate

to

Innovate

Exploit i5/OS integration with IBM software

Personalize application access with WebSpherePortal

Foster interaction and collaboration with LotusWorkplace

IBM i5/OS V5R3 The next generation of OS/400

Builds on and extends the capabilities of OS/400 V5R2

Flexible on demand i5/OS edition and 5250 OLTP pricing

Simplify

YourInfrastructure

Run i5/OS, Linux, AIX 5L and WindowsServer System in a single server

Share resources, maximize utilization with IBM Virtualization Engine

Manage infrastructure with IBM Director Multiplatform

Deliver

Without

Disruption

Extend Capacity on Demand leadership with Memory & Reserve CoD

Strive for continuous operations with fault tolerant technologies

Deliver robust, open database solutions with IBM DB2UDB

IBM eServer i5 and i5/OS V5R3 - Highlights

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Notes: IBM eServer i5 and i5/OS V5R3 - HighlightsNew Servers and Operating System:The next generation of iSeries processors is based on the IBM POWER5 technology shared between iSeriesand pSeries systems. With the introduction of the Power5 technology on the iSeries, OS/400 V5R3 is beingintroduced as IBM i5/OS V5R3 to underscore its requirement for running iSeries Power5 models introduced inthe May 2004 and later announcements on eServer i5 systems. The systems:

Feature industrys first POWER5 processor-based servers for an on demand environment, capable ofrunning multiple operating systems simultaneously and dynamically adjust to the changing requirementsof e-business on demand.

Two new eServer i5 model 520 and 570 models, capable of delivering up to 10 times performance growthand up to 40% price performance improvements. Three new configurations for 520 Express Edition featuring rich hardware and software configurations at

attractive prices, exclusively available through IBM Business Partners.

It is important to note that when we use the term i5/OS V5R3 or OS/400 V5R3 we are referring to theOS/400-based V5R3 level of functions and support, which builds upon OS/400 V5R2 and earlier OS/400releases. The V5R3 level runs on pre-Power5 processor models (such as 7xx, 270, and 8xx models) as well asthe new Power5-based processor models. In this and other May 2004 Announcements presentations we willuse the term OS/400 V5R3 only when emphasizing the V5R3 release runs on the processor technologies priorto introduction of POWER5. Remember that i5/OS V5R3 and OS/400 V5R3 are exactly the same operatingsystem software except that when running on POWER5 models the operating system is written to takeadvantage of POWER5 technology. Note, at the time this presentation was published all V5R3 system screensshow OS/400, not i5/OS.

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Notes: IBM eServer i5 and i5/OS V5R3 Highlights - 2Simplify Your IT InfrastructureIn many of todays computer environments there is an ever increasing mixture of hardware products,operating systems and applications within or across enterprises or even on the same iSeries server. Within aniSeries only environment, prior to V5R3, a single iSeries can run one or more copies of OS/400 or Power Linuxin an LPAR partition. We can additionally run a Windows operating system (Windows 2000, Windows Server2000 server or Windows Server 2003) on an Integrated xSeries Server (IXS) or on an Integrated xSeriesAdapter (IXA).

With V5R3, on the same iSeries Power5 server we also introduce the capability to run an AIX release in anLPAR partition. We also product preview a version of Linux that can run on an IXS or an IXA.With this iSeries LPAR and IXS/IXA multiple operating system environment the need for sharing resources,and maximizing processor utilization is required - and provided, with enhancements to existing iSeriesmanagement tools such as iSeries Navigator.

In a mixed operating system environment there are several products available from IBM Tivoli and othervendors.During the 2004 year IBM is integrating or introducing new system management tools and capabilities formanaging multiple resources on multiple operating systems (platforms). Virtualization is a concept thatenables rules and structure to apply to disparate physical entities and platform specific technologies andservices.

Based upon this virtualization theme, the upgrading and integration of existing and new system managementcapabilities is collectively being referred to as IBM Virtualization Engine for Multiplatforms. This is designed to

allow you to take a significant step forward in meeting an on demand business environment by offeringmanagement services and technologies to facilitate virtualization of your IT infrastructure. It provides thefabric to bind individual systems into one integrated infrastructure.

One of the key products that will be available on multiple platforms under the Virtualization Engine is the IBMDirector for Multiplatforms. We say more about the IBM Virtualization Engine for Multiplatforms and IBMDirector for Multiplatforms in a subsequent slide.

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Notes: IBM eServer i5 and i5/OS V5R3 Highlights - 3

Integrate to InnovateAn important way to bring added new value to your business is through innovation, based upon a solidfoundation. In our framework, this means integrating your applications, your various databases, and yourmultiple servers that use different operating systems. We build on iSeries existing demonstration ofintegration based around OS/400 on previous releases. A key aspect of i5/OS (OS/400 V5R3) is the fact thatIBM integrates, pre-loads and pre-tests the very best middleware IBM has to offer.

i5/OS fully integrates all the base operating system software a business needs, starting with security andworkload management tools, plus vital middleware like the industry standards-based IBM DB2 UDBdatabase and WebSphere products, single sign on capabilities Lotus products, and more by adding the newV5R3 release and latest releases of WebSphere Application Server, WebSphere Portal Server Express,WebSphere Development Studio, Lotus Workplace, and more.

Building on V5R2 and earlier releases of OS/400 and DB2 UDB, independent software vendors have createdthousands of applications worldwide, tuned to the demands of a myriad of small and mid-sized businessrequirements.

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Notes: IBM eServer i5 and i5/OS V5R3 Highlights - 4

Deliver Without DisruptioniSeries Capacity Upgrade on Demand has been well-received and capabilities continue with V5R3. In addition,with Power5 models, CoD adds a new on demand option referred to as Reserve CoD.

This Reserve CoD option is intended for spikes in needed capacity (that is, intermittent peak loads). But unlikeOn/Off CoD, a Prepaid Feature is purchased upfront that sets a value on the server representing the numberof Processor Days that can be used as Reserve CoD capacity. By paying for the reserve capacity ahead oftime, no contracts and no reporting to IBM is required.

Reserve CoD allows you to place a quantity of reserve processors into the server's Shared Processor Pool.When the server recognizes that non-reserve processors used in an uncapped partition has been at100% utilized over a meaningful time period, a Processor Day (good for a 24 period) will be subtracted fromthe available total.

Break-even pricing for an early version of this type of offering on pSeries was established at 90 ProcessorDays. In other words, you could permanently activate a processor for the same price it would cost you to use90 Processor days of Reserve CoD capacity.

In addition to previous POWER4 and earlier technology fault tolerant capabilities, the POWER5 processorsbring an expanded set of capabilities in this area. For example, a POWER5 processor that is starting to failceases processing and turns itself off (referred to as "garded out"). If there is a hot standby processoravailable, it will take over as a replacement. An IPL will not be required, and the work on the garded out

processor is not lost but rather routed to another processor. If a hot standby is not available, the partition willcontinue to run with one less processor.

On this slide we also highlight the ever expanding iSeries and industry standard set of functions within IBMDB2 UDB for iSeries. We provide more information on database enhancements later in this presentation.

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IBM middleware integration deliverslow operational costs with robust

stability and high security Exceptional application investment

protection with binary compatibilitysince 1970s, 64-bit since 1995

WebSphere - Express for iSeriesnow integrated and shipped withi5/OS

eServer i5: The Value of Integrated Middleware

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IBM eServer i5 systems On Demand Operating Environment

*Statement of Direction: IBM plans to support AIX in a logical partition in the future.

This presentation contains information about IBMs plans and directions. Such plans are subject to change without notice.This presentation contains information about IBMs plans and directions. Such plans and directions are subject to change without notice.

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Notes: IBM eServer i5 On Demand Operating EnvironmentThis slide is an enhanced view (compared to V5R2) of iSeries multiple operating system support adding AIX 5Lto i5/OS and Power Linux running in partitions. You see the horizontal lines representing Virtual I/O and theVirtual Internet within the single system.For V5R3 you see Virtual I/O and Virtual Ethernet are extended to the AIX 5L partition. AIX 5L 5.2 can run in aeServer i5 partition but requires dedicated I/O devices. AIX 5L 5.3 can run in a eServer i5 partition andsupport virtual I/O and virtual Ethernet.POWER5 Linux releases that can run in an eServer i5 partition are:

SUSE LINUX Enterprise Server 9

Red Hat Enterprise Linux 3

You also see the new POWER5-based POWER Hypervisor which is used to support LPAR configuration, capacityon demand activation and a set of service functions discussed later in this presentation.

On the right side of this graphic you see Windows and Linux are supported on an iSeries Integrated xSeriesserver or on a supported xSeries server attached via an Integrated xSeries Adapter.

Red Hat Enterprise Linux ES 3This version has been tested by IBM.

Red Hat Enterprise Linux AS 3This version has been tested by IBM.

SUSE LINUX Enterprise Server 8BM is currently testing this version. This version will only run on integrated xSeries servers attached

through IXA.

Remember for products not formally announced, IBM plans are subject to change without notice. This applieshere to the POWER5 release of Linux that can run on an Integrated xSeries server.

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i5/OS The next generation of OS/400

i5/OS V5R3 is an integrated operatingsystem that builds on and extends thecapabilities of OS/400 V5R2

i5/OS V5R3 runs on IBM^ i5servers, IBM^ iSeries serversand IBM AS/400models 720, 730,740, 170, 250 and 270

Upgrades to i5/OS V5R3 are availablefrom OS/400 V5R2 and V5R1

http://www.ibm.com/servers/eserver/iseries/support/planning/nav.html

http://www.ibm.com/servers/eserver/iseries/support/planning/suptschedule.html

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Notes: i5/OS The next generation of OS/400This slide shows that OS/400 V5R3 is being rebranded as i5/OS V5R3. They are one and the same with theappropriate software able to make adjustments between operating on POWER5 technology and pre POWER5technology processors.

Highlights include:

Integration of WebSphere Express for iSeries with every V5R3 OS/400 order

Automated backup for i5/OS hosted Windows, Linux, AIX 5L and Domino servers Concurrent I/O tower and IXA add/remove (Available August 31, 2004)

Cross Site Mirroring (XSM) and DB2 UDB performance optimization

Output architecture compatibility enhancements

Rapid checkpoint save while active

Enabling real-time file system virus protection scanning tools

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i5/OS - OS/400 Release Support Schedules

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Notes: i5/OS - OS/400 Release Support SchedulesThis slide is from the website showing life cycle of support for various OS/400 and i5/OS releases.

Important Note

IBM plans for OS/400 V5R3 to be the final release to support the attachment of SPD towers or SPD Migrationtowers. Customers must complete the migration or conversion of I/O attached to their iSeries Model 820, 830or 840 via SPD towers or Migration towers before upgrading beyond V5R3. Any SPD I/O cards in these towersor older I/O devices which can only be attached to SPD cards must be replaced by newer I/O.

SPD-attached PCI I/O towers #5065 or #5066 must be converted to the HSL-attached #5074 or #5079 PCIExpansion Towers or replaced with newer generation PCI-X towers such as #5094 or #5294. The PCI-Xtowers offer a higher speed HSL connection and the ability to support 15k rpm disk drives. For additionalinformation see the hardware section of Future Releases on:

http://www.ibm.com/servers/eserver/iseries/support/planning/nav.html

IBM plans for V5R3 to be the last release to support the English Upper-case language features (#2950 and#5550) for i5/OS (5722-SS1).

Additional information may be found on the iSeries Planning Information web site listed above. This sitecontains information such as Product Previews, Statements of Direction, and products no longer supported ona release, with migration plans, as available.

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Information Centers

The eServer Hardware Info Center contains information on the POWER5models...everything from planning for the hardware, installing the hardware(and the consoles), setting up partitioning and CoD, to servicing thehardware

http://publib.boulder.ibm.com/infocenter/eserver/v1r2s/en_US/index.htm http://www.ibm.com/eserver/iseries/infocenter. Select eServer Information

Center in the left navigation bar.

iSeries Info Center: pre POWER5 systems and OS/400 V5R3 (i5/OS)

http://publib.boulder.ibm.com/infocenter/iseries/v5r3/ic2924/index.htm

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PAGE 42


Notes: Information CentersThe Technical Overview presentation set contains much detail about the IBM eServer i5 models introducedduring 2004 and includes software update of V5R3-based i5/OS and iSeries licensed programs. There arepresentations on:

LPAR and HMC

Capacity on Demand

For the latest and most complete coverage of both the IBM eServer i5 and the IBM eServer p5 models andpartitioning (LPAR), and capacity on demand on these POWER5 systems, you should refer to the new in 2004eServer Information Center information.

For more detailed information on i5/OS and the pre-POWER5 iSeries systems, refer to the specific iSeriesInformation Center.

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A Winning Combination for CustomersISV Applications, eServer i5 and i5/OS

See the website for hundreds more: http://www.ibm.com/eserver/iseries/solutions/v5r3ready

N t ISV A li ti S i5 d i5/OS

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PAGE 44


Notes: ISV Applications, eServer i5 and i5/OSBefore starting with specific details on the May and July 2004 eServer i5 and i5/OS-based capabilities, it is agood time to take notice of where you can find out about ISV applications already running on i5/OS.

See the URL shown on the slide for the latest available information.

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IBM eServer i5 systems

C t iS i d S i5

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PAGE 46


Current iSeries and eServer i5 servers

520

Up to 2-way

550

Up to 4-way

570

Up to 16-way

i825

i870

i890

iSeries 800

i810

iSeries servers eServer i5 servers

Small to Medium

Enterprises

Medium to Large

Enterprises

August 2004

Notes: New POWER5 Processor based Servers

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PAGE 47


Notes: New POWER5 Processor-based ServersUsing the CPW (Commercial Processing Workload) as a base, this slide shows the 8xx (January 2003) modelsthat correspond to the 520 and 570 models, announced May and July 2004 and the eServer i5 model 550announced in August 2004.

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IBM eServer i5 520, 550, 570 CPW ratings at a glance

0 5000 10000 15000 20000 25000 30000 35000 40000 45000

CPW520 Value Edition520 Value Edition

520 1-way

520 1-way

520 1-way

520 2-way

550 1/4-way

550 Domino Edition

570 1/4-way

570 2/4-way570 5/8-way

570 9/12-way

570 13/16-way

ActivatedCoD500/301000/60

1000

2400

3300

6000

3300 - 6000

6350 - 1200015200 - 23500

25500- 33400

36300-44700

3300 - 12000

Note: Processor Commercial Processor Workload (CPW) values are used. CPW is a relative measure of performance of iSeriesprocessors. Performance in customer environments may vary. The value is measured on maximum configurations.

Highly scalable growth options

Over 13x with model 570

Flexible editions, integrated middleware

6350 - 12000

Notes: IBM eServer i5 520 570 CPW Summary

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PAGE 49


Notes: IBM eServer i5 520, 570 CPW SummaryThis slide shows the complete and simplified IBM eServer i5 product line. The chart compares the relative

performance of the iSeries servers measured in units of Commercial Processing Workload (CPW).

You can see the CPW performance rating range for the models announced May through August 2004. Theyoverlay the 800 and go beyond the CPW rating of the 890 all without physical size, weight, and 3-phaseelectrical power requirements of the 870 and 890.

As you can see with the yellow coloring, some models have the Capacity on Demand capability you are familiarwith, but as slides later in this presentation there are more CoD choices available with the eServer i5 systems.

The V5R3 August 2004 Performance Capabilities Reference manual is used as the source for the CPW valuesshown on this and other slides in this presentation. For an extensive treatment of all iSeries and eServer i5models and features related to performance, see the iSeries Performance Capabilities Reference manual, at:

http://www.ibm.com/eserver/iseries/perfmgmt

Select Resource Library

See also the Performance Update presentation of the Technical Overview presentation set for V5R3 topics.

Note on 550 model: Though labeled as a 1-4 way system, the 550 model comes from IBM with 2 processorspermanently activated for all supported edition packages Standard, Enterprise, Solution, and Domino. TheStandard, Enterprise and Solution editions come with only one i5/OS license. However, the Domino Editioncomes with two i5/OS licenses. This is why we show the grey and yellow striped processor for the eServer i5550 Domino Edition in this slide. We discuss the Editions topic, including the Domino Edition later in thispresentation.

Comparing CPW ratings: 800 810 520 models

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PAGE 50


Comparing CPW ratings: 800, 810, 520 models

0

1000

2000

3000

4000

5000

6000

7000

iSeries

800

iSeries

800

i810 i810 i810 i810 520 -V1 520 -V2 520 -1 520 -2 520-3 520

2Way

-POWER5 2 Generation jump-Expanded I/O capability

-Rack optimized-Stronger non-i5/OS capacity-AIX capable

Standard or Enterprise

Value

Advanced

Standard or Enterprise

Value

Notes: Comparing 800 820 520 models

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PAGE 51


Notes: Comparing 800, 820, 520 modelsThis slide is another view that contrasts the CPW values of the 800, 820, and 520 models, with the 520

highlights listed in the boxed area.

In the specific 520, 550, and 570 model sections of this presentation there are several tables comparingeServer i5 and existing 8xx models performance ratings.

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IBM eServer i5 model 570 CPW with 825, 870, 890 models

0 5000 10000 15000 20000 25000 30000 35000 40000 45000

CPW825 3/6-way

870 5/8-way

870 8/16-way

890 16/24-way

890 24/32-way

570 1/2-way

570 2/4-way

570 5/8-way

570 9/12-way

570 13/16-way

3300 CPW 44700 CPW replaces 3 POWER4 models

36300-44700

29300- 37400

3600-6600

3300-6000

6350-12000

15200-23500

25500-36300

7700-11500

11500-20000

20000-29300

Notes: Comparing 825 870 890 announced 570 models

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PAGE 53


Notes: Comparing 825, 870, 890 announced 570 modelsThis slide is another view that contrasts the CPW values of the 825, 870, and 890 with the announced 570

models. The 570 model CPW rating starts out just below the lowest 825 CPW-rating up through and beyondthe CPW rating of the 890 all without physical size, weight, and 3-phase electrical power requirements of the870 and 890.

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Flexible On Demand Pricing

IBM eServer i5 Standard, Enterprise Edition,Enterprise Enablement feature, SolutionEdition, Domino Edition, High AvailabilityEdition, Capacity BackUp Edition

Increased Flexibility for Multiple Workloads

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Increased Flexibility for Multiple Workloads

Mix and match i5/OS, AIX 5L and Linux workloads Fewer i5/OS licenses are required on high end 570 and 520, 550 servers

Example: You can purchase a 13/16-way server with only 4 i5/OS licenses

Number of hardware activations may not equal i5/OS licenses

Enterprise now enabled by processor Enterprise Edition, High Availability, Solution, Capacity BackUp edition now

includes Enterprise Enablement Features

Enterprise Enablement Feature authorizes use of 5250 per processor

Mix and match i5/OS application workloads

Start with Enterprise, High Availability, 550 Solution edition base set ofEnterprise Enablement Features(s)

Add i5/OS licenses with or without 5250 OLTP Enterprise Enablement featuresto an Enterprise, High Availability, Solution edition server

New Features and Changed Structure Effective August 31, 2004 Existing 1/2-way and 2/4-way features remain available until September 30, 2004

Equivalent pricing on original/restructured 1/2-way and 2/4-way features IFusing i5/OS on CoD processor activations

Notes: Increased Flexibility for Multiple Workloads

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PAGE 56


otes c eased e b ty o u t p e o oadsThis slide is very similar to one we showed earlier titled New Concepts.

This chart is the essence of the on demand pricing. The eServer i5 520 Value and Express editions are not partof this topic.

The basic Operating system ordering options for either Standard and Enterprise Editions, starting in July 2004,have unique mix and match possibilities for subsequent operating system ordering options. You first decide toorder either the Standard Edition (no 5250 OLTP, no included licensed programs) or an Enterprise Edition(full 5250 with included licensed programs).

Standard Edition characteristics1. Base set of i5/OS licenses per permanently activated processor. The number of hardware activations may

not equal i5/OS licenses.2. No 5250 OLTP (still has single 5250 job exception)3. On a per permanent processor activation basis, you can order 1 or more additional licenses to i5/OS, AIX

5L, or Linux. This is business as usual, except for the new lower minimum number of i5/OS licenses

included. No additional 5250 OLTP capacity may be ordered.

Enterprise Edition characteristics1. Bundled licensed programs included2. Base set of i5/OS licenses per permanently activated processor. The number of hardware activations may

not equal i5/OS licenses.3. Full 5250 OLTP enabled up to the CPW capacity of the base 5250 Enterprise Enablement processors as

described on the following charts.4. Additional 5250 OLTP Enterprise Enablement features can be ordered, per processor activation up to the

maximum number of processors on the system.5. Additional i5/OS (standard edition) licenses, AIX 5L licenses, or POWER5 Linux licenses can be ordered

up to the number of permanently available processors in any combination.

Note: The Enterprise Enablement feature (enables 5250 OLTP workloads) is also available with the High

Availability editions.

Notes: Increased Flexibility for Multiple Workloads - 2

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y p

eServer i5 550 Solution Edition characteristics1. New in August 2004 announcement intended for joint marketing with qualified Independent Software

Vendors (ISVs)

2. Priced between Standard and Enterprise Edition

3. Comes with 2 of 4 processors permanently activated, 1 i5/OS license with 1 Enterprise Enablement featureat no charge

eServer i5 Domino Edition characteristics

1. New in August 2004, intended for primary use as Domino server

2. Priced between Standard and Enterprise Edition

3.Standard Edition with 2 or 4 processors activated and two i5/OS licenses

4. Requires proof of specified Lotus product usage

eServer Capacity BackUp Edition characteristics

1. Two to sixteen processors eServer i5 570

2. Only 2 processors are ever permanently activated. In disaster, other processors can be used at no charge.

3. No eligibility requirements

4. Includes 2 Enterprise Enablement features (additional 5250 OLTP CPW capability included as part of On/Off

CoD)

IBM eServer i5 i5/OS Licenses

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0 2 4 6 8 10 12 14 16

Processors

520 Value/Express

520 Value/Express

520

520

520520 2-way

550 1/4-way

550 Domino Editon

570 1/2-way

570 2/4-way

570 5/8-way

570 9/12-way

570 13/16-way

IBM eServer i5 i5/OS Licenses

Server comes with 1 to 4i5/OS licenses

Then mix and match OS of

choice: i5/OS, AIX 5L andLinux

i5/OS

No

License

* Domino Edition with two i5/OS licenses

Notes: IBM eServer i5 Standard Edition & i5/OS

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This slide clearly shows the new base i5/OS per processor enablement for Standard Editions relative to the

maximum number of processors available on each model. The blue coloring shows, for the 520 2 way, the 5701-2 way and 570 2-4 way there is one i5/OS license required. For the 570 5-8 way, 9-12 way, and 13-16 way,you have a base of four i5/OS licenses.

Recall that the Standard Edition (and the Domino Edition) for i/5 OS means a bare minimum of 5250 workloadcapacity. In this environment a single 5250 job may consume reasonable CPU utilization intended for

important system management functions, but multiple active 5250 jobs can use a bare minimum of CPUutilization. Any remaining processors, when activated, can be used by a license for Linux, AIX, or anotheri5/OS.

This offers an ideal configuration for those wishing to consolidate Linux and AIX configurations onto a systemusing one or more the i5/OS partitions for WebSphere, Domino, and ISV applications not using 5250-based

applications, and/or virtual I/O for the other partitions, and multiple system (partitions) backup and recovery.

Remember that all eServer i5/OS-based systems are always enabled for Windows operating systemconsolidation running on the IXS or IXA-attached PC workstations.

Enterprise Edition Enterprise Enablement

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Processor authorization of 5250 OLTP CPW which comes with Enterprise Edition

Processor authorization of 5250 OLTP CPW purchased separately

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

1-way

2-way

1/4-way

1/2-way

2/4-way

5/8-way

9/12-way

13/16-way

570

520

550

Enterprise Edition includes 1-4i5/OS licenses and 1-4Enterprise Enablement Features

Clients can mix and match their

OS of choice: i5/OS, AIX 5L andLinux

Notes: IBM eServer i5 Enterprise Edition & i5/OS

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PAGE 61


This slide shows the amount of 5250 OLTP CPW which is available as part of the 520, 550, and 570 systems

as part of the Enterprise Edition feature on these models. The darker red/grey boxes represent processorcapacity under the Base Enterprise Enablement feature, which are included in the Enterprise Edition. Theyellow boxes are Enterprise Enablement features which can be optionally purchased on a system that wasoriginally ordered as an Enterprise Edition.

When adding an Enterprise Enablement Feature per processor to the system, you first need to have ani5/OS license for the corresponding activated processor capacity. Then, if you want that corresponding one

processor capacity to be able to run 5250 OLTP applications, you additionally order an Enterprise Enablementfeature.

If you find you need additional 5250 OLTP capacity beyond a single processor capacity, instead of ordering anEnterprise Enablement feature per each additional processor there is a Full Enterprise Enablement featurefor each model, which is a better priced option than using multiple single Enterprise Enablement features.One of these features would cover 5250 enablement for all the yellow boxes (processors being activated).

You would still need an i5/OS license for each of the yellow boxes for each additional processor capacity thatwould want to be used with 5250 OLTP applications. All of these separate pricing of an operating systemlicense and, for an i5/OS license, an Enterprise Enablement feature enables you to add on as many i5/OS,AIX 5L 5.2/5.3, or POWER Linux operating systems according to the processor capacity you feel you need.

The i5/OS licenses could be added without a corresponding Enterprise Enablement feature, and as such youare adding a processor capacity of a Standard Edition i5/OS.

Notes: IBM eServer i5 Enterprise Edition & i5/OS - 2

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PAGE 62


You add an operating system license for a single processor capacity, but that capacity, especially in LPAR

configurations, is spread across the number of processors in use by the system/partition.

Here is an example. Assume you are using a 9/12-way server; the 4-processor authorization that comes withthe Enterprise Edition (12,000 CPW) worth of 5250 OLTP (Base Enterprise Enablement). This is spread acrossany physical processor doing 5250 OLTP workload. But if you need more than 12,000 CPW worth of 5250OLTP, then at least one Enterprise Enablement feature is needed (and a corresponding i5/OS license, if not

already on the system).

Note that there is no change to the amount of 5250 OLTP CPW provided by the 1/2-way or 2/4-way 570announced in May.

We explain more about Standard Edition, Enterprise Edition and other editions supported by i5/OS later in this

presentation. However, the next slide gives you an idea on how you could mix and match these differentoperating systems on an eServer i5 570 originally ordered with the Enterprise Edition.

Obviously you could mix and match i5/OS licenses with other operating systems supported by an eServer i5system without ever ordering the Enterprise Edition.

.

570 Enterprise Edition Example 1

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0 2 4 6 8 10 12 14 16

Processors

570 1/2-way

570 2/4-way

570 5/8-way

570 9/12-way

570 13/16-way

i5/OS & Enterprise

Enabled

i5/OS

AIX 5L

Linux

No License

Flexible on demand pricing options

Mix and match supported operating systems

Mix workloads in an on demand operating environment

Sca lab le , Flex ib le On Dem and Oper a t ing Env i ron m ent

Notes: 570 Enterprise Edition Example 1

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PAGE 64


This slide shows examples of various Enterprise Edition examples with combinations of a base i5/OS with

Enterprise Enablement, an additional Enterprise Enablement feature, i5/OS Standard Edition licenses, Linuxlicenses, and AIX licenses.

It shows the blue-green processor blocks representing base i5/OS per processor enablement for EnterpriseEditions with the full access to the processors capabilities by 5250 applications.

The solid blue represents processors with additional cost i5/OS Standard Edition (no 5250 OLTP enablement)licenses.

The solid red represents processors licensed for AIX 5L 5.2 or 5.3, and solid yellow representing processorslicensed for POWER5 Linux Distributor Releases: SUSE LINUX Enterprise Server 9 and Red Hat EnterpriseLinux 3.

520 Enterprise Edition Example 2Flexible Growth for SMB Clients

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Flexible Growth for SMB Clients

Processors

520

520

520

520 2-way

1 2

Flexible on demand pricing options Mix workloads in an on demand operating environment

Run operating system of choice on second processor

Micro partitioning used

i5/OS & Enterprise

Enabled

i5/OS

AIX 5L

Linux

Notes: 520 Enterprise Edition Examples

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Here you see various operating system processor options on a system with only 2 processors.

You are using the partial processor assignment to a partition with some processor capacity for 5250 OLTP withthe Enterprise Enablement features. This is ideal for small and medium sized business (SMB) environments.

As shown on the previous slide the term micro-partitioning is shown.

570 Standard Edition ExampleInfrastructure Simplification

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Infrastructure Simplification

0 0.5 1 1.5 2 2.5 3 3.5 4

Processors

570 1/2-way

570 2/4-way

Flexible on demand pricing options

Mix workloads in an on demand operating environment

Mix infrastructure and core business applications

Micro partitioning used

i5/OS

AIX 5L

Linux

Notes: 570 Standard Edition ExampleH i ti t ti h i th ti l

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Here you see various operating system processor options where you are using the partial processor

assignment to a partition; that is a percentage, rather than a whole processor may be assigned to a partition.Starting in July 2004 this is termed micro-partitioning across both the eServer i5 and eServer p5 products.

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IBM eServer i5 Hardware Details

IBM eServer i5 systemsIBM eServer i5 model 520

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IBM eServer i5 model 520

For small to medium sized businesses Outstanding integration & flexibility Rack or tower options Value, Express, Standard, or Enterprise Edition 1-way or 2-way POWER5 processors

IBM eServer i5 model 550 For small to medium sized businesses Rack or tower options Standard, Enterprise, Solution, or Domino Edition

1-way to 4-way POWER5 processors Value priced for mixed operating system partitions

with 2x the 520 processing power

IBM eServer i5 model 570 For medium to large enterprises Standard or Enterprise Edition Building block design features balanced growth Mainframe-class virtualization technologies Exceptional Capacity on Demand flexibility

1-way up to 16-way POWER5 processors

570

520,550

Hardware Management Console (HMC)

Si l l f POWER5

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Single console for POWER5 serversPre-installed Linux-based workstation

Ethernet, desktop or rack mount

Supports local consoles, including 5250console

Web-based interface enables local orremote (System Management RemoteClient) management for HMC controland status

Required on POWER5 servers tocreate/change partitions (LPAR) orto use Capacity on DemandReplaces primary partition and

improves system resiliency

Can be used with 5250 twinax,Operations Console direct attach,Operations Console for the LAN

Not required to operate the partition

Notes: Hardware Management Console (HMC)This slide summarizes the key characteristics of the Hardware Management Console which is required on

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This slide summarizes the key characteristics of the Hardware Management Console, which is required on

POWER5 systems only if you are using logical partitions and Capacity on Demand settings.

We discuss more on the HMC in the LPAR topic of this presentation.

eServer i5 Model 520, 550, 570 specifications summary

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520 Value,Express 520 550

N-way 1-way

500 - 1000

Processor MCU range NA - 2300 2300 - 7300 7300 26600 7300 - 102000

Value, Express

1.5 GHz

32 GB

On demand processors No No Yes Yes

On demand memory No No No Yes

1

6

278

19 TB

18 / 8

P05 P10

No

No

1-way, 2-way 1/4-way 1/2-w, 2/4-w, 5/8-w, 9/12-w,

13/16-w (2/16-w CBU)

Editions Standard,Enterprise, High

Availability

Standard, Enterprise,Solution, Domino

Standard, Enterprise, HighAvailability

POWER5 Processor 1.5, 1.65GHz 1.65 GHz

3300 12000

1.65 GHz

64 GB

2

12

548

38 TB

36 / 16

P20

Yes

No

1000 - 6000

32 GB

HSL-2 Loops (Maximum) 1 8

I/O Towers/drawers (Max) 6 30

Disk Drives (Maximum) 278 1374

IXS / IXA (Maximum) 18 / 8 48 / 60

19 TB

P10 P30

Upgrade Into Model Yes Yes

No

570

Processor CPW range 3300 - 44700

Memory (Max) 512 GB

Disk (Maximum) 96 TB

Software Tier P30 P40

Upgrade out of Model No statement

Notes: eServer i5 Model 520, 550, 570 specifications summary

Before beginning with more detailed slides on the 5250 550 and 570 hardware specifications we first give

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Before beginning with more detailed slides on the 5250, 550, and 570 hardware specifications, we first give

this specifications summary table for all the eServer i5 models announced through August 2004.

Although we have not discussed all of the attributes specified in the left column, this is a good table toreview when your are initially considering purchasing a new or upgrading to a new eServer i5 system.

Remember:

Processor Commercial Processor Workload (CPW) values are used for indicating performance expectationsfor commercial workloads across AS400, iSeries, and eServer i5 systems. CPW is a relative measure ofperformance of iSeries processors. Performance in customer environments may vary.

Mail and Calendaring number of Users (MCU) values are a relative measure of performance of iSeriesservers doing Lotus Domino server mail, calendaring functions for indicating performance expectations formoderate mail, e-mail, and calendaring workloads across AS400, iSeries, and eServer i5 systems.

See the Performance Capabilities Reference manual for details. Customer performance in customerenvironments may vary. The value is measured on maximum configurations.

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IBM eServer i5 520

IBM eServer i5 model 520 Server Highlights

1/2-way

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1/2-way

500 to 6000 CPW

Max 32 GB main storage

Max 19 TB disk

Editions: Express, Value, Standard, Enterprise,

High Availability (HA)

Upgrade from 810, 820 and 830

Hardware Packaging: Stand alone

Racked ( 4 EIA units)

HSL-2 / RIO-G ports

2 GB / sec speed

Notes: eServer i5 model 520 Server HighlightsThe IBM eServer i5 model 520 is the industry's first POWER5-based server. The model 520 is offered with one

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y

or two processors with performance ranging from 500 to 6000 CPW. The model 520 can run i5/OS Version 5Release 3, POWER5 Linux distributions, and AIX 5L releases 5.2 and 5.3 applications simultaneously on asingle server. And, of course we can also integrate IBM's Intel-based servers running Windows (and in aproduct preview discussed later in this presentation Intel-based Linux distributions) on an Integrated xSeriesServer (IXS) or selected xSeries servers attached via an Integrated xSeries Adapter (IXA).

Using uncapped partitions, the model 520 can dynamically distribute processing resources where you needthem most, raise server utilization rates and help improve productivity.

The eServer i5 model 520 has six different server features to choose from and comes with eight memory cardslots for up to 32 GB of main storage. The server unit contains 8 DASD slots Each model 520 has two copperHSL-2 / RIO-G ports for attaching I/O expansion towers in a loop. The speed of the HSL-2 / RIO-G adaptersin the model 520 is doubled compared to the previous generation HSL-2 adapters, now being at 2 GB persecond.

In addition to the standalone tower configuration option, the model 520 can be placed in a standard 19-inchrack and occupies 4 EIA units. The physical dimensions for the standalone version are: 201mm width, 584mmdepth and 533mm high. The weight is 43kg.

The IBM eServer i5 model 520 has also a number of built-in reliability features such as redundant and hotpluggable fans, optional redundant hot plug power supply and availability features such as hot plug PCI cardand disk slots.

In the July announcement, a High Availability (HA) Edition was introduced for Model 520. Express Editionconfigurations (discussed later) are updated to leverage the latest disk technology.

Note, the eServer i5 520 systems do not have On Demand processor or memory capabilities.

520 Enclosure Details

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8 disk slots(4 optionally

activated)

Eight memory slots (plug in quads*)

Six PCI-X slots Two 10/100/1000 Mb Ethernet LANs

1 Imbedded disk controller

Base IOP (uses PCI-X slot)

Base 2-line WAN (uses PCI-X slot)

Two HMC ports

Two HSL-2 ports (one loop)

1 tape slot

DVD drives (1 i5/OS)

Ops Panel

Reliability features

Hot-plug disk slots

Hot-plug PCI-X slots

Hot-plug, redundant fans

Integrated service processor Optional hot-plug redundant

power supply + power cord

* One exception for smallest 520 allow one pair

Notes: 520 Processor Enclosure HighlightsThis photo shows model 520 front view within 19in. rack. Major properties and characteristics of the systemunit can be found in the list below:

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unit can be found in the list below: 1 or 2way POWER5 processor 8 memory slots 2 HSL-2/RIO-G loop ports for a single HSL loop 1 SP (Service Process, sometimes referred to as RSP - Flexible Service Processor) card with 2 HMC ports

and 2 SPCN ports. 6 Hot Plug PCI-X slots (Base IOP and Base 2 line WAN IOA uses two slots.)

8 disk slots or bays. 4 of the slots are enabled when the system is installed. The 2nd four slots require one of three chargeable features to use. #6574 allows the 2nd 4 slots to bedriven by either the no-charge imbedded disk controller or the #5709 (RAID capable) controller. #6574 isavailable at initial GA. #6584 or #6594 allows the 4 slots to be driven by a disk controller #5703 (RAID)or #5715 (non RAID) plugged into a PCI-X slot in the enclosure. With the #6594, the disk controller can bedriven by a separate IOP providing the capability for a second i5/OS partition inside just the 520 CEC.#6594 availability is announced for December, 2004. It may be available before December.

2 slimline slots for DVD drives (i5/OS can drive one and the other can be driven only by AIX 5L or Linux. )

1 half-high tape slot for QIC or VXA-2 tape drives. 2 imbedded 1Gbps Ethernet ports . (This can not be used for Operations Console over the LAN.) This is

either the #5706 or #5707 2 port LAN adapter, depending on the order. These ports cannot be used forLAN console or any SNA communications (TPC/IP only).

2 USB and 2 serial ports (non-i5/OS use - AIX or Linux use only) 2 Power supplies 3 Hot Plug Fans

Reliability features are great for check-mark comparisons to the iSeries 800 and 810.

Notes: 520 Processor Enclosure Highlights - 2Notes:

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As stated previously throughout this presentation we refer to the 520 system unit, containing the 1-2 wayprocessors and 8 disk slots as one of the following terms, all relating to the same the processorenclosure, or merely enclosure. This enclosure term helps when discussing the eServer i5 model 520,550, and 570 models. The term enclosure is used to distinguish between the server unit itself and anyseparate I/O tower or other packaged enclosure dedicated to I/O devices such as disks, LAN lines and tapedevices. Remember we also use the term Central Electronic Complex (CEC) in this documentationinterchangeably to also represent this processor enclosure.

A Power Distribution Unit (PDU) is optional for a rack mounted 520 or 550. If the optional redundant powersupply is used, a 2nd PDU is highly recommended to remove a potential single point of failure.

eServer model 520 Physical Layout

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8 Hot Plug DASD slots

(With #6574 or #6594)

Tape slot

CD / DVD

Operator Panel

Hot Plug Fans

Flexible Service Processor

Hot Plug Feature

Power Supply

6 Hot PlugPCI-X slots

8 Hot Plug DASD slots

(With #6574 or #6594)

Tape slot

CD / DVD

Operator Panel

Hot Plug Fans

Service Processor

Hot Plug FeaturePower Supply 2

6 Hot PlugPCI-X slots 1

1 4 64-bit PCI-X slots, 2 32-bit slots2 Recommend external uninterruptible power supply for increased availability

Notes: IBM eServer i5 model 520 Physical LayoutThis foil shows a drawing of the model 520 processor enclosure and indicators for the main components thatmake up the system unit. There are 6 Hot plug PCI-X slots in the back (left as seen from the front). See the

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make up the system unit. There are 6 Hot plug PCI X slots in the back (left as seen from the front). See theHardware presentation for more detailed drawings and information.

When ordering a disk cage expansion for the system unit, there are two options: The #6574 4 disk slot expansion when the 4 extra disk slots are to be controlled by the base disk controller. The #6594 4 disk slot expansion when the 4 extra disk slots are to be controlled by a separate PCI-X

controller in one of the base PCI-X slots. (The #6584, originally announced is to be removed frommarketing and rep laced by the #6594, sometime during 4Q 2004.)

Only the #5715 (non-raid) or #5703 (raid) disk controller is supported. No other disk controller issupported. Because of what PCI-X slots are available for the disk controller to be plugged with #6584/6594,the disk controller can be supported by a second IOP. This means that you can have a second i5/OSpartition in just the CEC. You could have a partition where the disk controller was owned by Linux or AIX(not using the virtual disk option). You could have the disk controller owned by the same i5/OS as ownsthe imbedded disk controller(s). See the next notes page for more details on this subject.

Note : When a disk expansion unit is installed, PCI-X slot C4 is reduced to a short slot.

To do RAID within this 520 frame the disk controller is replaced with the #5709 RAID enabler card which isdescribed later on the slide entitled Imbedded DASD Controllers.

There is a DVD slot in the front that can contain either a DVD-ROM (#2640) or a DVD-RAM (#5751). One ofthese is required for a functional server. Just above the DVD slot there is a Tape slot that can contain one ofthe following internal tape unit features:

#5753 a 30GB inch cartridge drive (SLR60) #5754 a 50GB inch cartridge drive (SLR100) #1889 the 80 GB vxa-2 tape drive

The optional second power supply can be ordered through feature #5158.

The drawing also shows the position of the Service Processor (SP) card containing the connectors for SystemPower Control Network (SPCN) and the connectors for attaching the Hardware Management Console (HMC).The three hot plug fans are situated on top in the middle of the unit. Air flow is front to back.

Notes: IBM eServer i5 model 520 Physical Layout - 2More d iscussion on the use of the 6574, 6584, 6594 disk slot expansion usage and the #5709

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In the 520 enclosure the imbedded disk controller has no RAID capability and no write cache. There is theoptional card (#5709) which goes into a special slot with RAID capability and 16MB write cache. Either ofthese disk controllers can drive up to 8 disk drives in the enclosure. Neither of these controllers use a PCI-Xslot and are referred to as embedded/imbedded controllers.

There are 8 disk slots in the 520 CEC. Four are always enabled and with the #6574 disk expansion feature,you enable the remaining 4 disk slots. All eight slots are then driven by the imbedded disk controller. If youuse the #6594 (or #6584 feature code) you must drive the remaining 4 disk drives with a disk controller in a

PCI-X slot in the 520 CEC. The first four disk slots are always driven by an imbedded controller.

If using the #6584, then either the #5715 (non-RAID) or #5703 (RAID) disk controllers can drive the #6584enabled disk. No other disk controller is supported. Because of what PCI-X slots are available for the diskcontroller with #6584, the disk controller cannot be supported by a second IOP. This means that youcannot have a second i5/OS partition in just the enclosure. You could have a partition where the diskcontroller was owned by Linux or AIX. You could have the disk controller owned by the same i5/OS as ownsthe imbedded disk controller. You can have other i5/OS partitions using disk in I/O towers.

When the #6594 becomes available, you have more flexibility. Either the #5715 (non-raid) or #5703 (raid)disk controllers can drive the #6594 enabled disk. No other disk controller is supported. With the 6594,because of what PCI-X slots are available for the disk controller with #6594, the disk controller can optionallybe supported by a second IOP. This means that you can have a second i5/OS partition in just the systemenclosure (no I/O tower). You could have a partition where the disk controller was owned by Linux or AIX.You could have the disk controller owned by the same i5/OS as owns the imbedded disk controller. With the5715 configuration you could alternatively use the second set of 4 disks in a mirrored disk protectionconfiguration.

The #6594 currently has December 2004 availability. The #6594 is a superset of the #6584s functionality.

Notes: IBM eServer i5 model 520 Physical Layout - 3The prices of #6594 (when available) and #6584, are priced the same. This means that it is a relatively low

cost change to purchase a #6594/6584 to replace an installed #6574 if additional disk drives or changing

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g p p g gdisk usage is required.

For example, a customer could start with five disk drives and a #6574, and then replace the #6574 with a#6594 with another controller. A sixth disk drive would be required if RAID was being used by both diskcontrollers as 3 drives are required at a minimum for a RAID set.

Notes:

1. The #5715 (non-RAID) or #5703 (RAID) PCI disk controller is supported. No other PCI disk controller issupported.2. The #5715 can be plugged in PCI-X slot C4 or C5. The #5703 can be plugged in PCI-X slot C4.3. i5/OS requires an I/O Processor (IOP) to drive a PCI disk controller. This implies that you have to have an

IOP in slot C1. Then, by the PCI-X slot MAB (Multi Access Bridge) design of the model 520 enclosure, youcannot use slot C5 for second disk controller.

4. An Uninterruptible Power Supply is recommended. Consider using a feature #1827 cable that is new sincethe original May 2004 announcement. It is required to provide UPS control/feedback information for theeServer i5 model 520 and 570. This #1827 cable was not included in the original May 2004 announcement.Documentation, configurators and ordering/manufacturing processes have been updated to support theconfiguring/ordering/shipping/billing of this #1827 cable.

5. The new cable is a short "converter cable". It physically attaches to one of the serial ports on the back ofthe 520/570 and to the previously announced/existing control cable (#6029) provided with the UPS. Thelatest level of 520/570 licensed internal code (LIC) is required for the full UPS communications capability.This is This is available at August 31, 2004 GA and will be included in newly manufactured 520/570s afterits availability.Using the original cable for UPS to provide power in case of an outage does not impact the ability of theUPS to provide power. However, using the original cable prevents the UPS from alerting the 520/570 that itis under UPS power and from advising the server to the amount of remaining UPS battery power. Thisapplies to any UPS which needs to provide control information to the eServer i5 port.

Notes: IBM eServer i5 model 520 Physical Layout - 4#2757, #2780 Controller Observation

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There are only 4 disk drive slots associated with the #6584 or #6594. The other 4 disk slots are alwaysdriven by the imbedded controller. The highest performance disk controllers available at least through July,2004, the #2757 and #2780, offer much more performance capacity than is needed for just 4 disk drives.These have not been tested in the enclosure and therefore are not supported inside the 520 CEC.

Please refer to the Performance Update presentation for disk I/O performance considerations.

A whitepaper IBM eServer i5 model 520 disk performance considerations is also available on the followingwebpage. This includes discussions on the imbedded disk controller maximum I/O rates compared to otherdisk controllers that would be configured in an external I/O tower of a specific I/O tower feature number.

http://www-1.ibm.com/servers/eserver/iseries/storage/resources.html

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IBM eServer i5 model 520 Details Tables

IBM eServer i5 model 520 Details -1- (July 2004)Processor feature 8950 8951 8952 8953 8954 8955

S f t 0900 0901 0902 0903 0904 0905

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Server feature 0900 0901 0902 0903 0904 0905

Value Edition 7450 7451 - - - -

Express Edition7411/ 7413/

74177414/ 7420 - - - -

Enterprise Enable. feat - - - - - 7575

Mail Calendaring Users NA 2300 2300 5500 7300 13300

L2/L3 Cache (per 2 procs) 1.9MB/0 1.9MB/0 1.9MB/0 1.9MB/0 1.9MB/36MB 1.9MB/36MB

Standard Edition - - 7458 7452 7454 4756

HA Edition - - 7552 7553 7554 7555

5250 OLTP/Proc CPW 30/500 60/1000 0/1000 0/2400 0/3300 0/6000

Max IXS/IXA per Sys 18 / 8 18 / 8 18 / 8 18 / 8 18 / 8 18 / 8

Enterprise Edition - - 7459 7453 7455 7457

Processor 1 way1.5GHz

1 way1.5GHz

1 way1.5GHz

1 way1.5GHz

1 way1.65GHz

2 way1.65GHz

Main storage 0.5-32GB 1-32GB 1-32GB 1-32GB 1-32GB 1-32GB

Max disk arms/LUNs 278/277 278/277 278/277 278/277 278/277 278/277

Max disk storage 19TB 19TB 19TB 19TB 19TB 19TBMax HSL Loops

(HSL-2/RIO-G)1 1 1 1 1 1

Max Towers per Sys 6 6 6 6 6 6

Notes: eServer i5 model 520 Details -1- (July 2004)This slide is part 1 of 2 slides summarizing the eServer i5 520 hardware capacities and available edition

k

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packages.

Edition notes:Similar to the editions (default packaging of hardware features and, in some cases, software products)introduced in January 2003, for the iSeries models 800, 810, 825, 870, and 890, the 5xx models havecorresponding editions listed on this slide.

The Editions section contains more details on the flexible i5/OS editions, including the new or changed Value,Express, i5/OS Standard Edition and Enterprise Edition, the 5250 OLTP Enterprise Enablement feature, andthe High Availability Edition. There are significant enhancements to these editions (as indicated with the boldred text) with the July 2004 announcements.

It is important to note that, the eServer i5 520 2 way model, when ordered with the Enterprise Edition, comeswith a base enablement for 5250 OLTP for one of the two permanently activated processors and one i5/OSlicense. This provides 5250 OLTP CPW in the range of 3000-3300 CPW. To get the full 6000 CPW availablepermanently, you must order a second license for i5/OS. To achieve full 5250 OLTP capacity for the twopermanently activated processors you must also order the eServer i5 520 Enterprise Enablement featurenumber 7575.

Temporary on demand processor activation does not require an additional i5/OS license or feature 7575.

IBM eServer i5 model 520 Details -2- (July 2004)Processor feature 8950 8951 8952 8953 8954 8955

Server feature 0900 0901 0902 0903 0904 0905

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Server feature 0900 0901 0902 0903 0904 0905

5250 OLTP/Proc CPW 30/500 60/1000 0/1000 0/2400 0/3300 0/6000

L2/L3 Cache (per 2 procs) 1.9MB/0 1.9MB/0 1.9MB/0 1.9MB/0 1.9MB/36MB 1.9MB/36MB

Software tier P05 P10 P10 P10 P20 P30

Reserve CoD (Proc.) No No No No No No

Mail Calendaring Users NA 2300 2300 5500 7300 13300

Processor1 way

1.5GHz

1 way

1.5GHz

1 way

1.5GHz

1 way

1.5GHz

1 way

1.65GHz

2 way

1.65GHz

Dedicated Proc.Partitioning *

No No No No No Yes

Shared Proc.partitioning

Yes Yes Yes Yes Yes Yes

Max partitions (Shared) 2 4 4 10 10 20Uncapped LPAR ** No No No Yes Yes Yes

CUoD (Proc./Memory) No No No No No No

On/Off CoD(Proc./Memory)

No No No No No No

Trial CoD(Proc./Memory)

No No No No No No

* AIX 5.2 requires dedicated Processor partition.

** Refer to IBM eServer i5 and iSeries LPAR and HMC FAQ (http://www.ibm.com/servers/eserver/iseries/lpar/) for additional information.

Notes: IBM eServer i5 model 520 DetailsThis and the preceding slide summarizes the key 520 model specifications. Note the maximum main storage

(memory) value and other maximums Red character entries represent July 2004 announcement contentO h

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(memory) value and other maximums. Red character entries represent July 2004 announcement content.Other entries represent May announcement content.

Note the LPAR rules maximum partitions and whether shared processors and uncapped partitions aresupported. As you wou

overview 082004

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