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<h1 class="topictitle1">Prepare to upgrade the partitioned server</h1>
<div><p>Describes how to prepare for the server upgrade.</p>
<div class="section">Before you begin these tasks, be sure you have completed the necessary
upgrade planning. Then to prepare for the server upgrade, perform the following
tasks:</div>
</div>
<div>
<div class="familylinks">
<div class="parentlink"><strong>Parent topic:</strong> <a href="rzamdhwupgrade.htm" title="Describes how to upgrade to a new server.">Upgrade the server</a></div>
</div>
<div class="relconcepts"><strong>Related concepts</strong><br />
<div><a href="rzamdplanupgrade.htm" title="Find out how planning can help you minimize your downtime and make your upgrade as easy as possible.">Plan the upgrade</a></div>
<div><a href="../rzam8/rzam8fixpsp.htm">Preventive service planning (PSP) information</a></div>
<div><a href="../rzahg/rzahgmtu.htm" target="_blank">Memo to Users</a></div>
<div><a href="http://www.ibm.com/eserver/iseries/migration" target="_blank">Migration Web site</a></div>
<div><a href="../rzajr/rzajropconoverview.htm">Console</a></div>
<div><a href="http://www-1.ibm.com/servers/eserver/iseries/hardware/storage/" target="_blank">Storage Solutions</a></div>
<div><a href="../rzal2/rzal2ipltypeco.htm">IPL type</a></div>
<div><a href="../rzal2/rzal2ipliplmodeco.htm">Mode</a></div>
<div><a href="../rzamh/rzamhwhatuserids.htm">Service tools user ID</a></div>
<div><a href="../rzakz/rzakzqautocfg.htm">Local controllers and devices (QAUTOCFG)</a></div>
<div><a href="../rzakz/rzakzqipltype.htm">Type of restart (QIPLTYPE)</a></div>
<div><a href="../rzakz/rzakzqpfradj.htm">Automatically adjust memory pools and activity levels (QPFRADJ)</a></div>
<div><a href="../rzakz/rzakz1.htm">i5/OS system values</a></div>
</div>
<div class="reltasks"><strong>Related tasks</strong><br />
<div><a href="rzamdhwupgrade.htm" title="Describes how to upgrade to a new server.">Upgrade the server</a></div>
<div><a href="rzamdhwupgradeproc.htm" title="Describes which tasks of the server upgrade the service representative performs, which tasks you perform with the service representative, and which tasks you need to perform. IBM offers fee-based services in which the service representative can perform additional upgrade tasks.">Complete the server upgrade</a></div>
<div><a href="rzamdswupgrade.htm" title="To complete the software upgrade, perform the following tasks.">Upgrade to i5/OS Version 5 Release 4</a></div>
<div><a href="../rzam8/rzam8fixinstalllpar.htm">Install fixes</a></div>
<div><a href="../rzait/rzaitmoveresources.htm">Perform dynamic movement of resources</a></div>
<div><a href="../rzait/rzaitmoveprocessors.htm">Dynamic movement of processing power</a></div>
<div><a href="../rzait/rzaitmovememory.htm">Dynamic movement of memory</a></div>
<div><a href="rzamdrmvresources.htm" title="Any hardware resources that were intended to be unassigned should be assigned to a partition in this step. These resources can then be unassigned as required after the expansion unit conversion.">Remove failed or nonreporting resources</a></div>
<div><a href="../rzahx/rzahxcollectinfosysperf.htm">Gather performance data</a></div>
<div><a href="../rzaiu/rzaiurzaiu2tv.htm">Save each partition of the server using GO SAVE option 21</a></div>
<div><a href="rzamdprtdskcfgstatus.htm" title="To print the disk configuration status of your server, you need security officer authority.">Print disk configuration status</a></div>
<div><a href="rzamdprtparitysetcfgstatus.htm" title="To print the parity set configuration and status of the server, complete the following steps.">Print parity set configuration and status</a></div>
<div><a href="rzamdprthwresourceinfo.htm" title="To display, verify, and print the hardware resource information, complete the following steps.">Display, verify, and print hardware resource information</a></div>
<div><a href="../rzait/rzaitprintconfig.htm">Print the system configuration for logical partitions</a></div>
<div><a href="rzamdproductionlpar.htm" title="To finish the resource management and prepare your new server for production, perform the following steps.">Prepare the partitioned server for production</a></div>
</div>
<div class="relref"><strong>Related reference</strong><br />
<div><a href="http://www-1.ibm.com/servers/eserver/iseries/perfmgmt/resource.htm" target="_blank">Performance Management</a></div>
<div><a href="../rzam8/rzam8fixcumpack.htm">Cumulative fix (PTF) package</a></div>
<div><a href="http://www.ibm.com/eserver/iseries/support/" target="_blank">iSeries and AS/400 Technical Support Web site</a></div>
</div>
<div class="relinfo"><strong>Related information</strong><br />
<div><a href="../books/sc415304.pdf" target="_blank">Backup and Recovery Guide</a></div>
</div>
</div><div class="nested1" xml:lang="en-us" id="prepareupgrade"><a name="prepareupgrade"><!-- --></a><h2 class="topictitle2">Prepare for the upgrade</h2>
<div><ol><li class="stepexpand"><span>Obtain and review the preventive service planning (PSP) information.</span> <p>The PSP document for V5R4 upgrades is SF98168. Review this document
for the most current information about conditions that can affect your upgrade.</p>
</li>
<li class="stepexpand"><span>Review the Memo to Users.</span> <p>This document provides
information about software and hardware changes that can potentially affect
your system operations.</p>
</li>
<li class="stepexpand"><span>View the Migration Web site.</span> <p>This Web site includes
information about the current migration and upgrade paths, a link to relevant Redbooks™,
and information about converting from SPD to PCI-attached I/O.</p>
</li>
<li class="stepexpand"><span>Review the <cite>Performance Capabilities Reference</cite> available
on the Performance Management Web site.</span> <p>This reference provides
information about server performance that is useful for customers who plan
to upgrade their servers and software.</p>
</li>
<li class="stepexpand"><span>When your order arrives, contact the service representative and
schedule the server upgrade.</span></li>
</ol>
</div>
</div>
<div class="nested1" xml:lang="en-us" id="preparesourceserver"><a name="preparesourceserver"><!-- --></a><h2 class="topictitle2">Prepare the source server</h2>
<div><div class="section"><p>Ensure that you have installed the latest resave and cumulative
fix (PTF) package of <span class="keyword">i5/OS™</span> V5R4
on all partitions of the source server.</p>
<p>For information about the resave
and cumulative fix (PTF) package, see Info APAR II13365 on the iSeries™ and AS/400<sup>®</sup> Technical
Support Web site. For information about installing <span class="keyword">i5/OS</span>,
see Upgrade to <span class="keyword">i5/OS</span> Version
5 Release 4.</p>
</div>
<ol><li class="stepexpand"><span>Install fixes (program temporary fixes or PTFs) on all partitions
of the source server. Use the information in this topic to put fixes on all
partitions of the source server before upgrading to the target server.</span></li>
<li class="stepexpand"><span>Verify that all applications are running.</span></li>
<li class="stepexpand"><span>Perform device configuration cleanup as follows:</span> <ul><li>Use the Work with Line Descriptions command (WRKLIND) to view and delete
unused lines and line descriptions for all partitions.</li>
<li>Use the Work with Device Descriptions command (WRKDEVD) to delete unused
device descriptions for all partitions.</li>
</ul>
<div class="note"><span class="notetitle">Note:</span> You can use these commands to view and verify that all of the descriptions
listed are in use. If you are sure one is not in use, delete it. If you are
not sure, you should leave it.</div>
</li>
<li class="stepexpand"><span>Assign all unassigned I/O resources to active partitions.</span> <p>For information about assigning resources to a partition, see Perform
dynamic movement of resources.</p>
</li>
<li class="stepexpand"><span>If the target server has fewer processors than the source server,
you can adjust the configuration on the source server to reflect the target
server's processing resources. For information, see Dynamic movement of processing
power.</span></li>
<li class="stepexpand"><span>If necessary, you can adjust the minimum memory values per partition.
For information, see Dynamic movement of memory.</span></li>
<li class="stepexpand"><span>For each partition, remove failed or nonreporting resources that
are no longer associated with existing hardware.</span></li>
<li class="stepexpand"><span>Logically remove any configured disk units that will be removed
during the upgrade, such as disk units in SPD-based expansion units that will
be removed (not converted) during the server upgrade. For information, see
"How to Remove a Disk Unit from an Auxiliary Storage Pool" in Chapter 19.
"Working with Auxiliary Storage Pools" of the Backup and Recovery Guide.</span> <div class="note"><span class="notetitle">Note:</span> Disk units that are not physically removed may be inadvertently
added back into the configuration during an IPL.</div>
</li>
<li class="stepexpand"><span>Ensure that your console is set up and ready.</span></li>
<li class="stepexpand"><span>Use the Retrieve Configuration Source (RTVCFGSRC) command for each
partition to build a source file member for the specified existing line, controller,
and device descriptions. You will need this configuration source if any configuration
objects must be manually changed or re-created.</span></li>
<li class="stepexpand"><span>Gather performance data.</span> <p>You can use the performance
data you collect from the source server as a base with which to compare the
target server's performance after the upgrade is complete.</p>
</li>
<li class="stepexpand"><span>Save each partition of the server using GO SAVE option 21 on a
tape drive that is compatible with the tape drive on the target server.</span> <p>This is vital for recovery should you experience errors when upgrading
the server.</p>
<p>To determine if your tape drives are compatible, see the
Storage Solutions Web site.</p>
</li>
</ol>
</div>
</div>
<div class="nested1" xml:lang="en-us" id="documentpartitionsserver"><a name="documentpartitionsserver"><!-- --></a><h2 class="topictitle2">Document all partitions of the source server</h2>
<div><div class="section">To ensure that the source server is fully documented before the upgrade,
perform these tasks:</div>
<ol><li class="stepexpand"><span>Use one of the following to document each partition of the source
server:</span> <ul><li>If your country or region supports the Work with Order Information Files
(WRKORDINF) command and if the installed server is capable of using Electronic
Customer Support, do the following: <ol type="a"><li>On the command line, enter <samp class="codeph">WRKORDINF</samp>.</li>
<li>On the next display, type option 1 (Send to IBM<sup>®</sup>) next to QMA <var class="varname">nnnnn</var> where <var class="varname">nnnnn</var> is
the serial number of the server and press <span class="uicontrol">Enter</span>.</li>
</ol>
</li>
<li>If you cannot use the Work with Order Information Files (WRKORDINF) command,
do the following: <ol type="a"><li>On the command line, enter <samp class="codeph">DSPSFWRSC *PRINT</samp>.</li>
<li>Print the spooled file.</li>
</ol>
</li>
</ul>
</li>
<li class="stepexpand"><span>Print the disk configuration status from each partition of the
server. Be sure to record the serial number of the load-source disk unit for
each partition.</span></li>
<li class="stepexpand"><span>Print the parity set configuration and status of the server from
each partition of the server. Be sure to mark each printout for the partition
it represents.</span> <p>You can use this information to analyze and plan
for disk unit configuration and protection. It can also be used to correct
any problems that occur during the upgrade.</p>
</li>
<li class="stepexpand"><span>Display, verify, and print the hardware resource information for
each partition.</span> <p>Use the information in this topic to record
the hardware resource information so that you can perform the necessary resource
management after the upgrade is complete.</p>
</li>
<li class="stepexpand"><span>From the primary partition, Print the system configuration for
logical partitions.</span> <p>This gives you specific partition information
such as system resources, processors, main memory, and any unique system values
associated with partitions.</p>
</li>
<li class="stepexpand"><span>Using the system configuration printout, record the partition owner
and serial number of each IOP on Bus 2.</span> <p>These IOPs may not be
on Bus 2 after the upgrade is complete. If not, you can use this information
to reassign the IOPs to the correct partitions.</p>
</li>
<li class="stepexpand" id="documentpartitionsserver__hwupgrade7"><a name="documentpartitionsserver__hwupgrade7"><!-- --></a><span>Print the status of all fixes (program temporary
fixes or PTFs) for each partition of the source server by entering the following
command:</span> <pre>DSPPTF LICPGM(*ALL) OUTPUT(*PRINT)</pre>
<p>You
can use this information to verify that you have the most current fixes on
the source server.</p>
</li>
<li class="stepexpand"><span>Record the IPL type and mode of the source server so you can return
the server to this mode after the upgrade is complete.</span> <ul><li>IPL type = _________</li>
<li>IPL mode = _________</li>
</ul>
</li>
</ol>
</div>
</div>
<div class="nested1" xml:lang="en-us" id="prepareservicerep"><a name="prepareservicerep"><!-- --></a><h2 class="topictitle2">Prepare for the service representative</h2>
<div><ol><li class="stepexpand"><span>Record the user IDs and passwords for the service representative
to use.</span></li>
<li class="stepexpand"><span>Gather the following printouts for the service representative:</span> <ul><li>System configuration list printouts</li>
<li>Disk configuration status printouts</li>
<li>Parity set configuration and status printout</li>
<li>Device descriptions printout</li>
<li>Controller descriptions printout</li>
<li>PTF level printout</li>
<li>Description label locations printout</li>
<li>Partition information printouts</li>
<li>LPAR Validation Tool output</li>
</ul>
</li>
<li class="stepexpand"><span>For each secondary partition, record the IPL System Action and
then set the IPL System Action to HOLD as follows:</span><ol type="a"><li class="substepexpand"><span>From the primary partition, enter STRSST to start system service
tools (SST) and sign on to SST.</span> <div class="note"><span class="notetitle">Note:</span> To use system service tools,
you need a valid service tools user ID.</div>
</li>
<li class="substepexpand"><span>From the SST main menu, select option 5 (Work with system partitions),
and press <span class="uicontrol">Enter</span>. The Work with System Partitions display
appears.</span></li>
<li class="substepexpand"><span>Use the Work with System Partitions display to select each secondary
partition. For each secondary partition, record the IPL System Action and
then set the IPL System Action to HOLD.</span></li>
</ol>
</li>
<li class="stepexpand" id="prepareservicerep__step4hwupgrade"><a name="prepareservicerep__step4hwupgrade"><!-- --></a><span>On each partition of the server, record the
setting for each of the following system values:</span> <ul><li>Local controllers and devices (QAUTOCFG) = ___</li>
<li>Type of restart (QIPLTYPE) = ___</li>
<li>Automatically adjust memory pools and activity levels (QPFRADJ) = ___</li>
</ul>
<p>Then change the values of these settings on each partition of the
server to the following:</p>
<ul><li>Local controllers and devices (QAUTOCFG) = Do not automatically configure
local controllers and devices (0)</li>
<li>Type of restart (QIPLTYPE) = Attended, console in debug mode (2)</li>
<li>Automatically adjust memory pools and activity levels (QPFRADJ) = Periodically
after restart (2)</li>
</ul>
<p>For information about working with system values, see <span class="keyword">i5/OS</span> system
values.</p>
</li>
<li class="stepexpand"><span>Turn the server over to the service representative to perform the
server upgrade. This includes giving the service representative the printouts,
the user IDs, and passwords that you have prepared</span></li>
</ol>
<div class="section"><p>Now that you have finished preparing for the server upgrade, the
next step is to complete the server upgrade.</p>
</div>
</div>
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