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<h1 class="topictitle1">Plan the upgrade</h1>
<div><p>Find out how planning can help you minimize your downtime and make
your upgrade as easy as possible.</p>
<p>Every upgrade is unique. You may be upgrading from one server to another.
Or, you may be upgrading your <span class="keyword">i5/OS™</span> release.
If you have hardware features that will not work on the target server, you
must plan to replace or convert those features either before or during the
upgrade. There are additional considerations for upgrading a partitioned server.
It is important to consider that the time you spend planning for your upgrade
will help minimize your downtime and make performing the upgrade easier.</p>
<p>You can view planning tasks or create a customized planning checklist using
the information available in the Planning topic of the <img src="eserver.gif" alt="e(logo)server" /> Information Center. To use this information, you
need to know specific information about your order, such as model release,
features, and any additional solutions you have ordered. Return to this topic
when you have completed the planning tasks in the checklist for your environment.</p>
<p>You can also review a number of scenarios that describes a current environment
and a target environment, and then explains how to upgrade from that current
environment to the target environment.</p>
<p>When you have completed the tasks in your custom planning checklist, your
next step is to perform the upgrade.</p>
<div class="note"><span class="notetitle">Note:</span> IBM<sup>®</sup> offers
its customers the option of running both the source and target servers side
by side for a period of time. You can use that time to move your data, expansion
units, and partitions to the target server. This option is available for purchase
as RPQ 847156. For information regarding the terms and conditions of this
request for price quotation (RPQ), contact your marketing representative.</div>
<p>If you choose, iSeries™ Planning and Migration Services can help
you in planning and upgrading to the latest iSeries models. This service includes
a planning session to discuss customer requirements. For more information,
select <span class="uicontrol">Migration</span> on the Integrated Applications Services
Web site.</p>
</div>
<div>
<div class="familylinks">
<div class="parentlink"><strong>Parent topic:</strong> <a href="rzamd1.htm" title="Use this information to upgrade from one IBM e(logo)server iSeries server, hardware feature, or i5/OS release to another iSeries server, hardware feature or i5/OS release. To upgrade to an e(logo)server or IBM Systems platform, see the Upgrades topic in the IBM Systems Hardware Information Center.">Upgrades</a></div>
</div>
<div class="relconcepts"><strong>Related concepts</strong><br />
<div><a href="rzamdupgradeprocess.htm" title="Use this information to learn the flow and timing for upgrading a nonpartitioned server.">Upgrade process</a></div>
<div><a href="rzamdconsiderlpar.htm" title="Find information unique to upgrading a partitioned server.">Partitioned server upgrades</a></div>
<div><a href="rzamdupgrade.htm" title="Find instructions for preparing for and performing all aspects of an upgrade including adding or replacing a hardware feature, converting expansion units in a partitioned environment, upgrading the i5/OS release, and upgrading your server.">Perform the upgrade</a></div>
<div><a href="http://www-1.ibm.com/services/its/us/inteapps.htm">Integrated Applications Services</a></div>
<div><a href="rzamdfeatureupgradedone.htm" title="Completing the hardware feature change is described in this topic.">Perform the hardware feature change</a></div>
</div>
<div class="reltasks"><strong>Related tasks</strong><br />
<div><a href="../icbase/iphad/iphadplankickoff.htm">Planning</a></div>
<div><a href="rzamdfeatureupgrade.htm" title="Changing one or more hardware features to satisfy capacity and compatibility requirements may be needed before upgrading to V5R4 and to the new server.">Add or replace a hardware feature</a></div>
<div><a href="rzamdfeatureupgradeprep.htm" title="Preparing for adding or replacing a hardware feature is described in this topic.">Prepare to change the hardware feature</a></div>
<div><a href="rzamdfeatureupgradepreplpar.htm" title="Describes how to prepare for adding or replacing a hardware feature.">Prepare to change the hardware feature for a partitioned server</a></div>
<div><a href="rzamdhwupgrade.htm" title="Describes how to upgrade to a new server.">Upgrade the server</a></div>
<div><a href="rzamdhwupgradesiteprep.htm" title="Describes how to prepare for the server upgrade.">Prepare to upgrade the server</a></div>
<div><a href="rzamdhwupgradepreplpar.htm" title="Describes how to prepare for the server upgrade.">Prepare to upgrade the partitioned server</a></div>
</div>
</div>
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