Techline Sizing Questionnaire for

InfoSphere Information Server 11.3

Workloads
When complete, please submit to Techline
per instructions below.
Please complete the Customer Information below in order to have your request processed:

(COMPLETION OF ALL APPLICABLE FIELDS IS REQUIRED.)

Client Name:
Street Address:
City, State Zip:
Client Contact: e-Mail:
Phone Number: Fax:
Requester IMT/GMT: Client IMT/GMT:
IBM Sales contact:
Phone number:
Business Partner Name:
Bus. Partner contact: e-Mail:
Phone number: Fax:
Industry/Business Description:
Opportunity #:

DON’T FORGET TO INCLUDE THE SIEBEL OPPORTUNITY#.

What is a sizing estimate?

"A sizing estimate is an approximation of the hardware or software resources required to support an
application set that is either currently implemented or new. It is a pre-sales effort aimed at addressing
customer requirements. The level of effort and scope of sizing degree of variability can range from
small to very significant. Sizing does not constitute a performance guarantee.”
Customer results may vary, and IBM assumes no liability for actual results that differ from any
estimates provided by IBM. Please refer to the “Confidentiality and Disclaimers” section of this sizing
estimate for additional information.

IBM / Customer Confidential when completed Revision 1.0 08/18/2014

 Table of Contents

Table of Contents................................................................................................................................. i
Introduction......................................................................................................................................... ii
Instructions for Completing the Questionnaire................................................................................iii
Assistance...................................................................................................................................... iii
Sizing Questions................................................................................................................................. 1
Application Details........................................................................................................................... 1
Existing Hardware Details...............................................................................................................1
New Hardware Selection Details.....................................................................................................1
Production Environment Requirements...........................................................................................2
Development Environment Requirements.......................................................................................3
Optional Questions.......................................................................................................................... 5
Glossary of Terms............................................................................................................................... 6

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 Information Server Sizing and Planning Questionnaire

Introduction

Thank you for providing this information for sizing your environment. This information will allow us to
determine the appropriate non-functional requirements we need to collect in order to make a
recommendation based on your business environment and requirements.
The accuracy of this sizing estimate is dependent upon many variables such as the accuracy of the
information provided by you, the customer, (we recognize that it may be difficult to provide exact
numbers on your environment) and the actual usage of the system in a real-time environment.
Sizing should be viewed as an iterative process.
Techline sizing support offering is a technical marketing support program for IBM reps and eligible
business partners. This is not a post-install offering and it is not a service to customers. The
estimates are intended to help you roughly size the processor capacity needed for a solution in
situations prior to implementation and deployment. Ideally a pilot workload running in a test
environment would provide a more accurate sizing estimate than the results from this sizing process.
IBM reps or business partners, perhaps in conversation with your customer, should fill out this
questionnaire. This questionnaire should NOT be given out to customers to answer without an
IBMer's active participation. In other words, we expect you to be knowledgeable enough about the
customer’s plans to use any information they have on the nature of their work to make appropriate
assumptions that we will use for the sizing estimate, and answer the questions below.

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 Information Server Sizing and Planning Questionnaire

Instructions for Completing the Questionnaire

Please follow these steps to complete the questionnaire:
1) Make Sure You Have the Current Version of the Questionnaire
Over time we revise the Sizing Questionnaire, and before taking the time to complete it you should make sure
you have the most recent version. For a softcopy of the questionnaire, please download from

IBM
http://w3-03.ibm.com/support/techline/sizing/index.html
Internal

Business
https://www-304.ibm.com/jct01005c/partnerworld/mem/support/trs_sizing_support.html
Partners

2) Complete the questionnaire

Please read each question carefully to understand the response being requested. If you are unsure of a
question, please review the “What do we mean? Why do we ask?” section located at the end of this document.

3) Submit your completed Questionnaire

Submit your completed questionniare and any other items for consideration to Techline via

IBM
http://techsales5.austin.ibm.com/techline/webforms.nsf/techlineswsizing.html
Internal
Business
Partners https://www-304.ibm.com/jct01005c/partnerworld/mem/support/techline/formsaver/tl_gcoe_form.jsp

Assistance

If you need assistance at any stage please contact Techline:

e-mail [email protected] [email protected] [email protected]

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 Information Server Sizing and Planning Questionnaire

Sizing Questions

Application Details

Techline provides support for certain Cloud environments:

1. Is this workload going to execute in a cloud environment? (Default: No) Yes
No

2. If yes, is this a Private Cloud or an IBM Industry Solution Cloud Private Cloud
(example: CSP2)? IBM Industry
Solution

3. If this is a private cloud, please indicate your primary hypervisor, PowerVM, VMWare, KVM.
XEN, zVM, etc:

Indicate hypervisor here

IBM Techline also provides Composite Solutions Sizing support:

4. Is this sizing part of a larger solution? (Default: No) Yes

No

5. If yes, have you submitted more than one sizing to Techline for this solution? Yes
(Default: No) No

6. If yes, please list the other components requiring sizing support as part of this solution:

MQ integration bus
MQ ftp

7. Please provide a brief description of the proposed solution. :

Please describe solution here

Additional sizing request questions:

8. Is this a new or existing workload? (Default: New) New

Existing

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 Information Server Sizing and Planning Questionnaire

9. Has Techline previously provided a sizing estimate for this opportunity? If so, Yes
we would appreciate any details you may have on the prior sizing estimate
No
such as the SR#, Techline Specialist involved, etc.? (Default: No)

Enter details of previous sizing here

10. Please provide a short high level description of your current environment, such
as applications, database systems, servers, end user clients, ETL tools, etc..

AIX 6.1
Oracle 11
Datastage 8.5
Cognos 10

Existing Hardware Details

11. Is this an existent deployment? Yes/No __YES__ Please answer the questions below for
each machine. Please include representation of the current topology if one is available.

Existent Server Details

Machine Details (Existent)

Operating System / Version AIX 6.1

SMP, MPP, Cluster, or Grid?
Machine Manufacturer, Model and
IBM P7
Type:
Number Servers, Processor Sockets
and Total number of processor cores
The MHz rating of the processor
cores?

The memory size in GBs?

The number and size of disks?

New Hardware Selection Details

12. Is this a new hardware deployment? Yes/No __NO__ Please answer the questions below
or at a minimum the target platform (Operating System, Machine Manufacturer) for each
machine). Please include representation of the current topology if one is available.
New Server Details
Machine Details (New)

Operating System / Version

SMP, MPP, or Cluster (Grid)?

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 Information Server Sizing and Planning Questionnaire

Machine Manufacturer, Model and

Type:
Number Servers, Processor Sockets
and Total number of processor cores
The MHz rating of the processor
cores?

The memory size in GBs?

The number and size of disks?

Production Environment Requirements

13. User Population

IBM InfoSphere Governance Catalog Business Users:

How many IBM InfoSphere Governance Catalog Business users will use this 0
environment?

IBM InfoSphere Governance Catalog Technical Users:

How many IBM InfoSphere Metadata Workbench users will use this 0
environment?

Degree of Users Concurrency:

What percentage (%) of the total number of users will be concurrently active N/A
at any given time?

Project Teams:

How many project teams will be deploying IBM InfoSphere DataStage or 2

QualityStage jobs?

14. Server Components

Tier

How do you want to group the server-side components on the computers in the
installation?
B
A) All on the Same Computer
B) Services / Repository on one, and Engine on another
C) Each on it’s own Computer

Server Clustering Requirements: N

Do you want to set up server clustering for the engine tier? (Y or N)

What is the basic unit (number of CPU cores) for the server clustering for the
engine tier? (ie… how many cores in each DataStage processing node, 2, 4, or

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 Information Server Sizing and Planning Questionnaire

8)

High Availability Requirements:

Do you wish to configure the services tier / metadata repository tier group in
an active-passive high availability configuration? (Y or N) N
Y
Do you want to create an active-passive high availability configuration for the
engine tier? (Y or N)

15. Data Sources / Data Volume

Number of Data Sources:

2

Type of each source (mainframe, relational, flat files):

Mainframe, flat files

Number of records and record length in each source, or total data

volume at each source. 2gb read daily

How frequently will each source need to be processed (daily, weekly,

monthly) daily

What is the annual growth rate (%) for the source data?
20%

Total Amount Data to be Moved (GB):

2gb read, 62gb write
What is the average total amount of extract-transform-load (ETL) data (in GB)
that you must move across all the projects?
Time (Hours):
Multiple time windows
How long an execution window do you have for moving this data? (Specify in per day
hours)
Degree of Processing Overlap (%)
10%
What is the degree of processing window overlap?

Job Complexity: Complex

Estimated complexity of these jobs: (Very Complex, Complex, Medium, Simple).

*Please see Glossary of Terms for a definition of Job complexity
16. Operations Console

Do you want to enable the Operations Console to monitor and store Y

Information Server Engine runtime data? (Y or N)

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 Information Server Sizing and Planning Questionnaire

Development Environment Requirements

17. Client Machine Requirements

Single user Machine setup (yes/no):

This is simply the recommended machine sizing for the situation where a user yes
installs the Information Server clients on his/her machine for use by a single
user.
Multiple users Machine setup (users):
This is the case where a customer requires an environment whereby our
Information Server clients are hosted by a machine utilizing a remote terminal
server solution, like Citrix. This is the preferred solution if the customer
requires usage of the Information Server DataStage Clients remotely over a
Wide Area Network (WAN).

18. Server Components

Tier

How do you want to group the server-side components on the computers in the
installation? B
A) All on the Same Computer
B) Services / Repository on one, and Engine on another
C) Each on it’s own Computer
Server Clustering Requirements:
Do you want to set up server clustering for the engine tier? (Y or N)

What is the basic unit (number of CPU cores) for server clustering for the N
engine tier? (ie… how many cores in each DataStage processing node, 2, 4, or
8)

High Availability Requirements:

Do you wish to configure the services tier / metadata repository tier group in
an active-passive high availability configuration? (Y or N)
Y
Do you want to create an active-passive high availability configuration for the
engine tier? (Y or N)

19. User Population

Developers:
5
How many users will develop IBM InfoSphere DataStage or IBM InfoSphere
QualityStage jobs in this environment ?

Jobs: 50

How many InfoSphere DataStage or InfoSphere QualityStage jobs will be

executed concurrently?

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 Information Server Sizing and Planning Questionnaire

Server Cluster Environment:

If clustered environment, what maximum number of DataStage processing NA

nodes will be required to run the above jobs in parallel?

IBM InfoSphere Governance Catalog Business Users:

How many IBM InfoSphere Governance Catalog Business users will use this 0
environment?

IBM InfoSphere Governance Catalog Technical Users:

How many IBM InfoSphere Metadata Workbench users will use this 0
environment?

Information Analyzer Tasks:

0
How many IBM InfoSphere Information Analyzer tasks will run concurrently?

Degree of Users Concurrency (%):

What percentage of the total number of users will be concurrently active at any given
time?

Optional Questions

20. Please provide any other additional information that you think will assist in this
sizing.

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 Information Server Sizing and Planning Questionnaire

Glossary of Terms

Job Complexity

Complexity level Description

Job with one or more flows, with 10 or more lookups, with or without shared
containers and complex transformation logic, multiple sources and/or multiple
targets, complex availability requirements (failover, processing units, etc).
Very
Complex May also require custom components (build-ops, user-defined functions)
developed to supplement built-in product functionality. May also require
custom error-handling, logging, auditing (row count / verification) routines to
fulfill customer business requirements.
Includes data transformations, translations (transformations are business rule
manipulation of fields, Translations are look-ups to replace field values) and
some level of normalization. Multiple sources to multiple targets. Use of
advanced DataStage techniques which might include; multiple RDBMS Tables
with foreign keys, complex flat files, conditional Look-up processes.
Complex Standard translation / transformation functions may need to be extended via
the scripting language to handle complex business rules developed using
standard transformation functions provided in the Designers workbench.
High performance requirements.
May require logic to be implemented which includes error notification and
error correction routines.
Includes some data transformations & translations or joining multiple source
files. No more than 10-15 stages.
Medium Medium level of complexity in job design which could include; multiple
RDBMS tables, look-up process to replace a value, one or more stage to
normalize / standardize data for the Target file structure.
Job with one flow with no more than one lookup, not more than 5 to 7 stages
Simple with simple transformations. Straight source to target mapping. Simple data
type conversions, simple truncation or padding of fields.

Installation / Architecture Topology

The architecture of IBM Information Server is organized into four major logical tiers (layers):

Layer Description
Administration, analysis, and development user interfaces. Optional
Client
MetaBrokers and bridges for importing and exporting metadata
Metadata Database that stores IBM Information Server settings, configuration, design
repository and runtime metadata.

Services IBM Information Server common and product-specific services.

Runtime engine that executes all IBM Information Server tasks. Includes
Engine engine, connectors, packs, and related service agents (logging agent, ASB
communication agent, Job Monitor, and Performance Monitor)..

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2-Tier (All Server Components on 3-Tier (Services/repository on one, Engine on

one machine) another)

4-Tier (Each on its own computer)

Cluster and Grid Deployments

In all configurations, multiple IBM InfoSphere Information Server Version 8 engines may be installed on
physically separate servers. By including these servers in a parallel configuration file at runtime, IBM
InfoSphere Information Server processing can span across a single server boundary. In a cluster or grid
deployment, all engine servers must be the same operating system, must be located in the same physical
data center, and should be connected by a dedicated, private high-speed network connection.

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