Cheat sheet for CSM install steps

Document ID : KB000012889
Last Modified Date : 14/02/2018
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What are the steps in CA CSM to create a CSI environment and install a product in that CSI?


The install of a product in CA CSM is initiated from the Products tab, locate the product and release under available products. This example uses CA View 14.0 as an example. Click the genlevel below  the release to display the install packages. The package name below is "CA View and CA Deliver 14.0 INC00 - Product Package". Click the actions button to the right and click install:


This displays the Base Install Wizard, accept the license agreement and proceed by clicking next.


Step 2 for features defaults to full install that selects all the available FMID's. Select Custom Installation to select the FMID's/features you would like to install. Click next to continue.


Step 3 for prerequisites shows none so click next to continue.


Step 4 SMP/E Environment(1/3) defaults to "Create a New SMP/E Environment". If there were other CSI's in the user[s working set they would have been listed below this option. A CSI can be added your working set from the SMP/E Environments tab. Click next to continue.


Step 4, SMP/E Environment (2/3). Update SMP/E Environment name field with a descriptive name for your CSI and update the Data Set Name with the high level qualifier. The same high level qualifier can be used in the SMP/E Data Sets Allocation Parameters in the High-Level qualifier field. Choose between SMS or Data Set Parameters and also the DSN type. Click next to continue.



Step 4, SMP/E Environment (3/3), you can take the defaults values or override the allocation parameters for each SMP/E data set in the global zone. Click to continue.


Step 5, Target Zone (1/3). If this were an existing CSI with another product you would see one or more target zones listed after the Create A New Target Zone option. Click next to continue.


Step 5, Target Zone (2/3), optionally you can create a separate VSAM file for the target zone by checking off
Create New CSI Data Set. This would allow you to change the Data Set Name Prefix and update the Catalog fields. Under Target Libraries Allocation Parameters you can use the same high level qualifier for the target zone data sets. Click next to continue.


Step 5, Target zone (3/3). This panel varies based on the product being installed. This product was chosen as an example because it includes a USS file system data set and a directory as it's mount point.

The USS File System HLQ*: field is the high level qualifier for the file system dataset name, HFS or ZFS. The type of file system is determined by the install XML/metedata for the product and can not be changed.

The USS Directory: CA Output Management Web Viewer*: field is the directory mount point to which the file system will be mounted. CA CSM will mount a file system to any directory as long as the mount point is READ/WRITE. If it is READ-ONLY it will fail with permission denied. It has to be READ/WRITE. If the complete directory does not exist as entered in the USS Directory: CA Output Management Web Viewer*: field CA CSM will create it as specified. 

The File Owner*: field is the userid that will be assigned to the mount point directory. This usually is the userid of the user installing the product.

The Group Owner*: field is the groupid that will be assigned to the mount point directory. This is usually the groupid of the group to which the userid belongs.

Verify that the data sets specified in the following fields exist before proceeding otherwise the apply will fail:

Operating System: CSSLIB*:
Operating System: SCEELKED*:
Operating System: SCEELKEX*:

Click next to continue.


If you are not sure how to identify the group owner to be used access OMVS and enter the id command.

Access OMVS:


Enter id command:




Step 6, Distribution Zone (1/3). Again if this install was being done in a pre existing CSI containing other products the zones for those products would be listed below Create a New Distribution Zone. Click next to continue.


Step 6, Distribution Zone(2/3).  Optionally you can create a separate VSAM file for the distribution zone by checking off
Create New CSI Data Set. This would allow you to change the Data Set Name Prefix and update the Catalog fields. Under Distribution Libraries Allocation Parameters you can use the same high level qualifier for the distribution zone data sets. Click next to continue.


Step 6, Distribution Zone (3/3). This lists the distribution data sets and provides a last chance to override the individual parameters. Click next to continue.


 Step 7, Summary. Review the installation parameters and click install.


 This starts the installation. Click the Progress tab to see the individual steps and after it is finished click Show Results to view the output.



You can review the out through the CSM GUI or by clicking Download Zipped Output.


 This install runs without any pause between the RECEIVE, APPLY and ACCEPT, Optionally you can setup CA CSM to pause after the RECEIVE and APPLY CHECK and also after the APPLY and ACCEPT CHECK. This is done under Settings, System Settings, Software Installation. Check off the 4 options and click Apply to save the changes:


Next initiate an install from the Products tab. This example is using CA Cleanup and since this document has already mentioned these steps above this continues after a successful RECEIVE and APPLY CHECK with all the other prerequisites



Next click the SMP/E Environment tab and locate the CSI that has so far has the RECEIVE and APPLY CHECK done. Click the name of the CSI to continue:


Notice that is says there is a pending installation in this SMP/E Environment. Click the Pending Installation tab to continue:


Since the RECEIVE and APPLY CHECK are done initially this displays the APPLY, ACCEPT CHECK and ACCEPT. Click actions for APPLY / ACCEPT CHECK then click continue.


Notice that this completes the APPLY and ACCEPT CHECK. Click hide then refresh:


Refresh updates the status fields, click actions for ACCEPT CHECK and ACCEPT then click continue:


This now does the ACCEPT CHECK and ACCEPT. It actually does the ACCEPT CHECK twice. Click hide then refresh:


This now shows that the installation is complete. Click the tasks tab:


Below are the RECEIVE (taskid 1079), APPLY and ACCEPT CHECK (taskid 1087) then the ACCEPT CHECK and ACCEPT (taskid 1089). Click the 

highlighted names to view the output. Note that these three outputs would have been under current tasks tab instead of task history if the progress

tab was not clicked. That is, the General/Progress defaults to general. If left on general the output is sent to current tasks. Clicking progress sends

the output to task history.