One of my pet peeves is that some people -- even a few "experts" -- in the
IT industry persist in using the term "open system" to refer to whatever is
not a mainframe. I believe words ought to have meaning, including the word
"open." So let's take a look at what some people still continue to call an
"open system," Microsoft Windows Server (on X86-based servers), and compare
that to z/OS on an IBM z System. Let's consider Microsoft Windows Server
2016 (in beta testing currently and scheduled for release in early 2016)
with z/OS 2.2 (scheduled for release later this month). While it's possible
Microsoft and IBM could change their products before release, I do not
expect any material changes that would affect this particular comparison.

The "open" Microsoft Windows Server includes these "features":

1. Activation keys. In order to make Microsoft Windows Server fully
operable you need a license key and must "activate" your installation of
Windows. Microsoft has made some provision for enterprises to manage keys
(and have enterprise key servers), but everybody still must use keys and
activation.

2. Hardware-based key sensitivity. If you "substantially" or materially
alter the machine configuration, or you move your installation to another
server, you typically need to re-activate your installation.

3. Tiered functionality key sensitivity. Microsoft Windows Server has
several "editions," each with their own levels of function. License keys
unlock (or don't) each level of function. Some functions relate to core
server hardware attributes such as number of processors/cores, maximum
memory supported, etc.

4. Opt-out telemetry. By default, Microsoft reportedly collects "telemetry"
data from each installation, i.e. automated uploads of data to Microsoft.
This "service" is called the Diagnostics Tracking Service. (Microsoft is
also pushing retrofit opt-out telemetry to Microsoft Windows Server 2012 R2
and Microsoft Windows Server 2008 R2 SP1 through Microsoft Update.) When
you install Microsoft Windows Server you must make configuration changes to
disable automatic uploads of data from your server to Microsoft. According
to Microsoft the data collected include server health and diagnostics.

Let's contrast these Windows Server "features" with z/OS 2.2:

1. z/OS 2.2 has no activation keys, no Digital Rights Management
"wrappers," or any other such nastiness. Never has.

2. Moot. z/OS 2.2 has no activation keys. There are no technical
restrictions on moving z/OS installations from machine to machine. Thank
goodness, since enterprises shouldn't have to worry about such barriers and
complexities in disaster recovery scenarios, for example.

3. Moot. z/OS 2.2 has no activation keys. When you receive z/OS 2.2 you
receive all elements, including optional elements that require additional
licensing such as z/OS DFSORT. (Reportedly Microsoft Windows Server is much
the same. All the code gets copied to the installation disk, though whether
you can use particular functions or not depends on the license key and
activation.) With z/OS YOU have full technical control over your license
entitlements to optional elements via a configuration data set. IBM does
not assume you are untrustworthy (i.e. require keys to unlock features),
and there are no locked tiers of function in the z/OS product. Your
licensing -- your contract with IBM -- is what governs your entitlements.
There's no "nanny" operating system here technically trying to second guess
what you're entitled to.

Importantly, z/OS does not have artificial hardware limitations. (Windows
Server 2012 R2 Foundation Edition is artificially limited to 32 GB of RAM,
and Windows Server 2012 R2 Essentials Edition is artificially limited to 64
GB of RAM.) Sysplex (clustering) licensing is also always included in base
z/OS. There are also no Client Access Licenses (CALs) for connection to
z/OS -- z/OS licensing permits unlimited connections.(*)

4. Goodness, no! If you want to send dumps, traces, etc. to IBM Support you
can, but you must expressly choose to do so, and you choose exactly what
data to send (and what not to send). Likewise, if you want system-level
"Call Home" support, you must opt-in. Your server data -- even what a
vendor might think are "health" data -- are none of IBM's business unless
you want them to be IBM's business.

Customers who choose to license z/OS on a sub-capacity basis must send IBM
monthly SCRT or MWRT summary reports. (Or, if they skip a particular month,
full capacity licensing is assumed for that month.) Those reports are
summaries only (no raw usage data), completely transparent (so you can see
exactly what you're sending), and never automatically sent. Customers
simply e-mail those reports to IBM if they choose to do so.

I could go on, but hopefully you get the idea.

It's 2015, and here's my plea to the collective IT industry: could we all
start using words/terms that reflect reality and stop using words/terms
that are highly misleading at best? Microsoft Windows Server is NOT by any
stretch an "open system" -- unless by "open system" you mean "a server
operating system open to Microsoft's automatic collection of data unless
and until you take steps to opt-out (and remain vigilant in case Microsoft
turns collection back on in an update)." The industry has changed,
profoundly. This is not your father's (or your grandfather's) mainframe.
See the IBM LinuxONE enterprise servers, for example, that are 100% open
source Linux (unlike even most X86-based servers). And this is not MS-DOS
either. If you thought there were good guys and bad guys, well, they've
flipped. Times change.

(*) The only IBM middleware product for z/OS I'm aware of that has
(optional) user licensing is (the optional) DB2 for z/OS. (WebSphere MQ
Version 8 for z/OS includes unlimited client licensing at no additional
charge. In previous versions unlimited client licensing was a priced
option.) DB2 user (or server) connection licensing is required for DRDA
connections from outside z/OS, such as JDBC Type 4 connections or ODBC
connections. DB2 connection licensing is not required for other types of
connections to DB2, for example via MQ. Unlimited licensing (DB2 Connect
Unlimited Edition or Unlimited Advanced Edition) is the most popular DRDA
connection licensing option. To my knowledge Microsoft has no unlimited
CALs option -- none published, anyway -- and CALs are required for every
(or at least almost every) type of connection to Microsoft Windows Server.

--------------------------------------------------------------------------------------------------------
Timothy Sipples
IT Architect Executive, Industry Solutions, IBM z Systems, AP/GCG/MEA
E-Mail: [email protected]

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