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About this Guide

This guide provides guidance for upgrading ChangeMan ZMF.

Audience and Scope

This manual is intended for system administrators and systems programmers responsible for installing, administering, and maintaining ChangeMan ZMF.

This manual is organized as follows:

  • Chapter 1 Contains information about this guide.

  • Chapter 2 describes issues you must consider. It presents possible strategies you can employ to arrive at a migration plan that fits your circumstances. It describes a model high-level plan and presents a sample conversion-day script.

  • Chapter 3 discusses the steps you should include in your plan to migrate a ZMF 7.x instance to ZMF 8.3.

  • Chapter 4 discusses the steps you should include in your plan to migrate a ZMF 8.x instance to ZMF 8.3.

  • Chapters 5 and 6 provide simplified instructions for configuring and using the ZMF Merge and Reconcile (M+R) Option to apply existing customization to the new release.

The following sections provide basic information about ChangeMan ZMF documentation.

ChangeMan ZMF Documentation Suite

Manual Description
Administrator's Guide Describes ChangeMan ZMF features and functions with instructions for choosing options and configuring global and application administration parameters.
Customization Guide Provides information about ChangeMan ZMF skeletons, exits, and utility programs that will help you to customize the base product to fit your needs.
Db2 Option Getting Started Guide Describes how to install and use the Db2 Option of ChangeMan ZMF to manage changes to Db2 components.
ERO Concepts Discusses the concepts of the Enterprise Release Option (ERO) of ChangeMan ZMF for managing
releases containing change packages.
ERO Getting Started Guide Explains how to install and use ChangeMan ZMF ERO to manage releases containing change packages.
ERO Messages Describes system messages and codes produced by ChangeMan ZMF ERO.
ERO XML Services User’s Guide Documents ERO functions and services available for general customer use. These services are also known as the "green" services and provide mostly search and query functions.
High-Level Language Exits Getting Started Guide Explains how to configure and call the high-level language exits.
IMS Option Getting Started Guide Provides instructions for implementing and using the IMS™ Option of ChangeMan ZMF to manage changes to IMS components.
INFO Option Getting Started Guide Describes two methods by which ChangeMan ZMF can communicate with other applications: Through a VSAM interface file and through the Tivoli® Information Management for z/OS product from IBM®.
Installation Guide Provides step-by-step instructions for initial installation of ChangeMan ZMF. Assumes that no prior version is installed or that the installation will overlay the existing version.
Java / zFS Getting Started Guide Provides information about using ZMF to manage application components stored in USS file systems, especially Java® application components.
Load Balancing Option Getting Started Guide Explains how to install and use the Load Balancing Option of ChangeMan ZMF to connect to a ZMF instance from another CPU or MVS™ image.
M+R Getting Started Guide Explains how to install and use the M+R Option of ChangeMan ZMF to consolidate multiple versions of source code and other text components.
M+R Quick Reference Provides a summary of M+R Option commands in a handy pamphlet format.
Messages Explains messages issued by ChangeMan ZMF, SERNET, and System Software Manager (SSM) used for the Staging Versions feature of ZMF.
Migration Guide Gives guidance for upgrading ChangeMan ZMF from versions 7.x and 8.x to version 8.2 Patch 6.
Online Forms Manager (OFM) Option Getting Started Guide Explains how to install and use the OFM option of
ChangeMan ZMF.
REST Services Getting Started Guide Getting Started Guide for ZMF REST Services.
SER10TY User's Guide Gives instructions for applying licenses to enable ChangeMan ZMF and its selectable options.
User's Guide Describes how to use ChangeMan ZMF features and functions to manage changes to application components.
XML Services User's Guide Documents the most commonly used features of the XML Services application programming interface to ChangeMan ZMF.
ZMF Quick Reference Provides a summary of the commands you use to perform the major functions in the ChangeMan ZMF package life cycle.
ZMF Web Services User's Guide Documents the Web Services application programming interface to ChangeMan ZMF.

Using the Manuals

Use Adobe® Reader® to view ChangeMan ZMF PDF files. Download the Reader for free at

This section highlights some of the main Reader features. For more detailed information, see the Adobe Reader online help system.

The PDF manuals include the following features:

  • Bookmarks. All of the manuals contain predefined bookmarks that make it easy for you to quickly jump to a specific topic. By default, the bookmarks appear to the left of each online manual.

  • Links. Cross-reference links within a manual enable you to jump to other sections within the manual with a single mouse click. These links appear in blue.

  • Comments. All PDF documentation files that Serena delivers with ChangeMan ZMF have enabled commenting with Adobe Reader. Adobe Reader version 7 and higher has commenting features that enable you to post comments to and modify the contents of PDF documents. You access these features through the Comments item on the menu bar of the Adobe Reader.

  • Printing. While viewing a manual, you can print the current page, a range of pages, or the entire manual.

  • Advanced search. Starting with version 6, Adobe Reader includes an advanced search feature that enables you to search across multiple PDF files in a specified directory.

Searching the ChangeMan ZMF Documentation Suite

There is no cross-book index for the ChangeMan ZMF documentation suite. You can use the Advanced Search facility in Adobe Acrobat Reader to search the entire ZMF book set for information that you want. The following steps require Adobe Reader 6 or higher.

  1. Download the ZMF All Documents Bundle ZIP file and the ZMF Readme to your workstation from the My Downloads tab on the Serena Support website.

  2. Unzip the PDF files in the ZMF All Documents Bundle into an empty folder. Add the ZMF Readme to the folder.

  3. In Adobe Reader, select Edit | Advanced Search (or press Shift+Ctrl+F).

  4. Select the All PDF Documents in option and use Browse for Location in the drop down menu to select the folder containing the ZMF documentation suite.

  5. In the text box, enter the word or phrase that you want to find.

  6. Optionally, select one or more of the additional search options, such as Whole words only and Case-Sensitive.

  7. Click Search.

  8. In the Results, expand a listed document to see all occurrences of the search argument in that PDF.

  9. Click on any listed occurrence to open the PDF document to the found word or phrase.

Choosing the Right Installation/Upgrade Manual

Choose the manual that fits your situation when installing or upgrading ChangeMan ZMF.

Your task Manual to use
Installing ChangeMan ZMF for the first time ChangeMan ZMF Installation Guide
Building a new ChangeMan ZMF 8.2 Patch 6 instance from scratch ChangeMan ZMF Installation Guide
Upgrading from ChangeMan ZMF 7.x or 8.x to version 8.2 Patch 6 ChangeMan ZMF Migration Guide (this manual)


Always see the most current Readme for your ChangeMan ZMF release in case it contains documentation updates for the installation/upgrade manual you use.

ChangeMan ZMF Release Notes

High-level descriptions of the enhancements that are delivered in the ChangeMan ZMF 8.2 major version release and in all subsequent ZMF 8.2.x maintenance and patch releases are included in the "Features and Fixes" section of the latest ChangeMan ZMF 8.2 Patch 6 Readme.

Online Help

Online help is the primary source of information about ChangeMan ZMF. Online help is available as a tutorial, through help panels, and in ISPF error messages.

Online tutorial

ChangeMan ZMF includes an online tutorial that provides information about features and operations, from high-level descriptions of concepts to detailed descriptions of panel fields.

To view the tutorial table of contents, select option T from the Primary Option Menu, or jump to it from anywhere in ChangeMan ZMF by typing =T and pressing ENTER.

Press PF1 from anywhere in the Tutorial for a complete list of Tutorial navigation commands and PF keys.

Online Help Panels

If you have questions about how a ChangeMan ZMF panel works, you can view a help panel by pressing PF1 from anywhere on the panel.

Online Error Messages

If you make an invalid entry on a ChangeMan ZMF panel, or if you make an invalid request for a function, a short error message is displayed in the upper right corner of the panel.

Press PF1 to display a longer error message that provides details about the error condition.

Remember that the long message does not display automatically. Request the long message by pressing PF1.

Typographical Conventions

The following typographical conventions are used in the online manuals and online help. These typographical conventions are used to assist you when using the documentation; they are not meant to contradict or change any standard use of typographical conventions in the various product components or the host operating system.

Convention Explanation
italics Introduces new terms that you may not be familiar with and occasionally indicates emphasis.
bold Indicates panel titles, field names, and emphasizes important information.
UPPERCASE Indicates keys or key combinations that you can use. For example, press ENTER.
monospace Indicates syntax examples, values that you specify, or results that you receive.
monospace italics Indicates names that are placeholders for values you specify; for example, filename.
monospace bold Indicates the results of an executed command.
vertical rule Separates menus and their associated commands. For example, select File


IBM® Sterling Connect:Direct® is a point-to-point file transfer software product that can be used to transfer files between two ChangeMan ZMF instances. The original name of the product was Network Data Mover (NDM). The NDM mnemonic persists, embedded in Connect:Direct and ChangeMan ZMF component names, options, and JCL examples.