142 lines
11 KiB
HTML
142 lines
11 KiB
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<!DOCTYPE html
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PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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<meta name="DC.Title" content="Checklist: Software upgrade or replacement readiness" />
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<meta name="abstract" content="Use this checklist to help consolidate and verify that you have completed all the preparation tasks for a software upgrade." />
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<meta name="description" content="Use this checklist to help consolidate and verify that you have completed all the preparation tasks for a software upgrade." />
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<title>Checklist: Software upgrade or replacement readiness</title>
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</head>
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<body id="rzahcchecklist"><a name="rzahcchecklist"><!-- --></a>
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<!-- Java sync-link --><script language="Javascript" src="../rzahg/synch.js" type="text/javascript"></script>
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<h1 class="topictitle1">Checklist: Software upgrade or replacement readiness</h1>
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<div><p>Use this checklist to help consolidate and verify that you have
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completed all the preparation tasks for a software upgrade. </p>
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<div class="section"><p>Following is a summary of the major
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task categories that you need to do before you begin to upgrade or replace
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your software.</p>
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</div>
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<div class="section"><h4 class="sectiontitle">Before you begin</h4><ol><li>Verify that your server model meets the requirements to support
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the new release. This information is found in the <a href="http://www.redbooks.ibm.com/redpieces/abstracts/ga195486.html" target="_blank">IBM eServer i5 and iSeries System Handbook <span class="keyword">i5/OS™</span> Version</a><img src="www.gif" alt="Link outside information center" /> . <span>Use this Web
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page to search for the correct version.</span></li>
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<li>Know your current strategy for connecting <span>a console to your server
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or logical partition</span>. Your current connection strategy influences your
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planning activities. For information about twinaxial consoles and Operations
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Console, refer to the <a href="../rzahg/rzahgicinterface.htm">Connecting to iSeries</a> topic. For information
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about managing your systems with Hardware Management Console, refer to the
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topic <a href="../icbase/ipha1/hardwaremanagementconsolehmc.htm" target="_blank">Managing your server using the Hardware Management
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Console</a> . </li>
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<li>For <span>IBM<sup>®</sup> <span class="keyword">System i5</span>,
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System p5, and IBM eServer™ i5
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and p5 systems</span>, plan for extra time after the upgrade to perform a server
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IPL. This is one of the tasks described in the <a href="completeupgradechecklist.htm#completeupgradechecklist">Checklist: Completing the upgrade or replacement</a>.</li>
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<li>Understand <a href="../rzal2/rzal2kickoff.htm">server
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administration tasks</a> (basic system operations). To perform software
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installation tasks, you need to be able to restart your server, sign on and
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off, use the command interface, install fixes, change the system operation
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mode and initial program load (IPL) source on the system unit control panel,
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and analyze server problems.</li>
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<li>Understand the different <a href="rzahctypesdevices.htm#rzahctypesdevices">Types of software installation devices</a>.
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The installation tasks are different based on the device type and media type
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that you use.</li>
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</ol>
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</div>
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<div class="section"><h4 class="sectiontitle">Software preupgrade or replacement tasks</h4><p>From the
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following checklist, perform the tasks that are appropriate for your server.
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Required steps are noted. </p>
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<ol><li><a href="rzahcswsinfoorder.htm#rzahcswsinfoorder">Verifying the contents of your software order</a><ol type="a"><li><a href="rzahcswsdocshipupgrade.htm#rzahcswsdocshipupgrade">Identifying and reviewing information resources</a></li>
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<li><a href="rzahcswsvfyrlsupgrade.htm#rzahcswsvfyrlsupgrade">Verifying the correct optical distribution media</a></li>
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<li><a href="vfylickeys.htm#vfylickeys">Verifying license keys for keyed products</a></li>
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</ol>
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</li>
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<li><a href="prepareswupgrade.htm#prepareswupgrade">Preparing the server for software upgrade or replacement</a><ol type="a"><li><a href="requiredfixesupgrade.htm#requiredfixesupgrade">Reviewing software PTF (fix) requirements</a><ol type="i"><li><a href="findinglatestpsp.htm#findinglatestpsp">Finding the latest PSP information</a></li>
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<li><a href="analyzingfixes.htm#analyzingfixes">Analyzing fixes you currently have on your system</a></li>
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<li><strong><a href="fixesestimate.htm#fixesestimate">Required: Installing Prepare for install PTFs for V5R2 and V5R3</a></strong></li>
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<li><a href="diskconfigptf.htm#diskconfigptf">Installing optional PTF to choose disk configuration</a></li>
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<li><a href="permanentlyapply.htm#permanentlyapply">Permanently applying program temporary fixes (PTFs)</a></li>
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<li><a href="addingsupportforproduct.htm#addingsupportforproduct">Adding fix support for currently installed licensed programs</a></li>
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</ol>
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</li>
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<li><a href="workcritsysvalues.htm#workcritsysvalues">Working with critical system values before you install software</a><ol type="i"><li><a href="recordprintsysvalues.htm#recordprintsysvalues">Recording and printing all system values before you install software</a></li>
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<li><a href="changecertainsysvalues.htm#changecertainsysvalues">Changing certain system values (QSYSLIBL, QUSRLIBL, QALWOBJRST, or QVFYOBJRST)</a></li>
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<li><a href="optionallychangingqscan.htm#optionallychangingqscan">Optionally changing the scan control system value</a></li>
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<li><a href="settingtimezone.htm#settingtimezone">Creating a data area to specify the system time zone</a></li>
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</ol>
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</li>
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<li><a href="verifyintegrity.htm#verifyintegrity">Verifying the integrity of user-modified system objects</a><ol type="i"><li><a href="verifyuserprofiles.htm#verifyuserprofiles">Verifying user profiles and checking cross-reference files</a></li>
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<li><a href="chkqsecofrprofile.htm#chkqsecofrprofile">Checking the QSECOFR user profile</a></li>
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<li><a href="ensureproductlib.htm#ensureproductlib">Ensuring that the IBM-supplied product libraries are in the system ASP</a></li>
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</ol>
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</li>
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<li><a href="ensuretwophase.htm#ensuretwophase">Ensuring two-phase commit integrity</a></li>
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<li><a href="minimizeinstalltime.htm#minimizeinstalltime">Minimizing software installation time</a></li>
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<li><a href="gatherperfdata.htm#gatherperfdata">Gathering performance data for benchmark</a><ol type="i"><li><a href="gatheringperformancedatawithcollectionservices.htm#gatheringperformancedatawithcollectionservices">Gathering performance data with Collection Services</a></li>
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<li><a href="analyzingperformancedata.htm#analyzingperformancedata">Analyzing performance data</a></li>
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</ol>
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</li>
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</ol>
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</li>
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<li><a href="rzahcrequiredtasks.htm#rzahcrequiredtasks">Performing initial upgrade or replacement tasks</a><ol type="a"><li><a href="chzmthd.htm#chzmthd">Choosing a software installation method and device</a></li>
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<li><a href="prepglobalupgrade.htm#prepglobalupgrade">Preparing for globalization</a></li>
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<li><a href="rzahcprepareinstdevmedia.htm#rzahcprepareinstdevmedia">Preparing the upgrade device and media</a><ol type="i"><li><a href="prepareimagecatalog.htm#prepareimagecatalog">Preparing to upgrade or replace software using an image catalog</a> <ol><li><a href="storageconsiderationsforimagecataloginstallation.htm#storageconsiderationsforimagecataloginstallation">Determining storage requirements for image catalog installation</a></li>
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<li><a href="freeingupspaceintheload-sourcediskunitforanimagecatalog.htm#freeingupspaceintheload-sourcediskunitforanimagecatalog">Freeing up space on the load-source disk unit for an image catalog</a></li>
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<li><a href="scenarioprepareimagecatalog.htm#scenarioprepareimagecatalog">Scenario: Preparing to upgrade or replace software using an image catalog</a></li>
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</ol>
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</li>
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</ol>
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</li>
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<li><strong><a href="rzahcswsvfycustlist.htm#rzahcswsvfycustlist">Required: Creating a custom list of software to install</a></strong><ol type="i"><li><a href="rzahcpreselect.htm#rzahcpreselect">Preselecting the licensed programs to install</a></li>
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<li><a href="rzahcswsmrgcd.htm#rzahcswsmrgcd">Adding additional licensed programs to the installation list</a></li>
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</ol>
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</li>
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<li><strong><a href="acceptswagree.htm#acceptswagree">Required: Accepting software agreements</a></strong></li>
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<li><a href="rzahcevaldskstorreq.htm#rzahcevaldskstorreq">Ensuring the server meets disk storage requirements for upgrades</a><ol type="i"><li><a href="rzahcstoragespace.htm#rzahcstoragespace">Determining storage space required</a></li>
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<li><a href="rzahcswscleanup2.htm#rzahcswscleanup2">Cleaning up disk storage space</a></li>
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</ol>
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</li>
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<li><strong><a href="allocatespacelic.htm#allocatespacelic">Required: Allocating additional space for Licensed Internal Code</a></strong></li>
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<li><a href="choosediskconfig.htm#choosediskconfig">Choosing disk configuration</a></li>
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<li><a href="estimateupgradereplacetime.htm#estimateupgradereplacetime">Estimating upgrade or replacement time</a></li>
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<li><a href="rzahcswsdspport.htm#rzahcswsdspport">Preparing your console for software installation</a></li>
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<li><a href="rzahcswsstopipcs.htm#rzahcswsstopipcs">Stopping the Integrated xSeries Server for iSeries and other application servers</a></li>
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</ol>
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</li>
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<li><a href="rzahcswssavesys.htm#rzahcswssavesys">Saving the server</a></li>
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</ol>
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</div>
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<div class="section"><h4 class="sectiontitle">After you finish</h4><p>After the tasks in the preceding
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checklist and your upgrade have been completed, consider the following tasks.</p>
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<ol><li>Develop a strategy for managing and maintaining your software. For information
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about software fixes (or program temporary fixes, PTFs), and software licenses
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and license keys, go to the <a href="../rzam8/rzam81.htm">Maintain and manage i5/OS and related software</a> topic in the <span class="keyword">iSeries™ Information Center</span>. </li>
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<li>For information about software distribution of supported products, go
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to the <a href="../rzai4/rzai4distsw.htm">Distribute
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software</a> topic.</li>
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</ol>
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</div>
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</div>
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<div>
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<div class="familylinks">
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<div class="parentlink"><strong>Parent topic:</strong> <a href="rzahc1.htm">Install, upgrade, or delete i5/OS and related software</a></div>
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</div>
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</div>
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</body>
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</html>
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