In this course you will learn how to plan and implement DFSMS and learn how to manage temporary and permanent data sets with an emphasis on disk storage.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

Establish a DFSMS configuration to automatically enforce your installation's storage management policies
Convert service level requirements into appropriate parameters for data class, storage class, management class, and storage groups
Create and test Automatic Class Selection (ACS) routines
Convert volumes and move data to system-managed volumes with DFSMS Data Set Services (DFSMSdss)
Specify appropriate management class and storage group parameters for DFSMS Hierarchical Storage Management (DFSMShsm) processing of system-managed data sets
Plan to maintain your DFSMS environment using Naviquest
Establish procedures to control, manage, and recover the storage management subsystem with ISMF and operator commands
Develop a DFSMS implementation plan

  • Course introduction and DFSMS overview

  • Specify the storage administration functions that can be automatically performed by the system
    Identify the types of data set services that need to be established by negotiating service level agreements
    Correlate data set service requirements to the SMS configuration components: data class, storage class, management class, storage group, and automatic class selection routines

  • Activating SMS

  • Identify the functions eligible for exploitation with the installation of DFSMS Data Facility Product (DFSMSdfp) and the activation of SMS
    Create SMS control data sets
    Code SYS1.PARMLIB operands necessary to bring up SMS
    Create a minimal configuration
    Activate a configuration

  • Writing ACS routines

  • Identify the purpose of the ACS routines
    Develop an understanding of the statements
    Differentiate between literals and masks
    Describe the read variables available in the ACS routines

  • Managing temporary data sets

  • Create/alter storage classes and storage groups
    Identify steps to install and use the starter set
    Write ACS routines to handle temporary data sets
    Activate a system to manage temporary data sets
    Code commands to change volume/group SMS status
    Issue operator commands to display current status

  • Exploiting DFSMS

  • Describe the purpose of the data class
    Identify the features that the data class can exploit
    Create data sets using the space parameter
    Define Virtual Storage Access Method (VSAM) and volume attributes for data class
    Identify special data sets and their exploitation through the data class

  • Managing permanent data sets

  • Create/alter data classes, storage classes, management classes, and storage groups
    Translate current (DFSMShsm) service level agreements to management class parameters
    Identify alternatives and concerns for standard naming conventions
    Establish the controls for automatic backup of data sets
    Establish the controls for automatic volume dump
    Write ACS routines to manage permanent data
    Create a configuration that manages permanent data sets
    Create a new managed data set
    Identify function of storage class exit provided by Custom-Built Installation Process Offering (CBIPO) and resulting System Management Facility (SMF) records

  • Using Naviquest

  • Create test cases using Naviquest
    Perform storage administration tasks in batch
    Create online DFSMS reports
    Create model commands using Naviquest
    Use the COPYFILT macro

  • Device preparation and data movement

  • Initialize volumes as system-managed
    Move data into/out from system-managed control
    Convert volumes to/from system-managed
    Move data to utilize new hardware capabilities

  • Controlling DFSMS

  • Code commands to change SMS volume/group status
    Issue commands to save configurations and use alternate Active Control Data Set (ACDS)
    Issue command to use alternate Communication Data Set (COMMDS)
    Issue VARY SMS commands
    Communicate with the security administrator about storage management requirements

  • Additional considerations

  • Establish a plan for implementing SMS
    Locate sources of implementation planning checklists
    Identify the tools available to document the current system
    Identify multiple site considerations for recovery and exploitation


This is an intermediate course for individuals responsible for developing and implementing effective storage management techniques.




While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.


Length: 4.0 days (32 hours)


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