Installing i5/OS on a new server or logical partition

Follow these steps to install i5/OS™ on a new server or logical partition.

  1. Ensure that the server is powered off before you begin.
  2. Arrange the installation media that you plan to install in the following order (you might not have all of these). The identifiers for the IBM-supplied media B29xx_01 and B29xx_02 (for example, RS 540-xx for V5R4) must match. Verify also that B29xx_01 and B29xx_02 are in the correct primary language.
    1. B29xx_01 IBM® i5/OS
    2. B29xx_02 i5/OS no-charge options
    3. B29MM_03 i5/OS no-charge options
    4. B29MM_04 i5/OS no-charge options
    5. D29xx_01 i5/OS no-charge options
    6. D29xx_02 i5/OSno-charge options
    7. D29xx_03 i5/OS no-charge options
    8. D29xx_04 i5/OS no-charge options
    9. D29xx_05 i5/OS no-charge licensed programs
    10. D29xx_06 i5/OS no-charge licensed programs
    11. D29xx_07 i5/OS no-charge licensed programs
    12. D29xx_08 i5/OS no-charge licensed programs
    13. L29xx_01 priced licensed programs
    14. L29xx_02 priced licensed programs
    15. F29xx_01 single licensed programs

    Keep the following installation media available for later use:

    1. N29xx_01 Secondary Language Media
    2. Cydddvrm_01 Cumulative PTF Package (if ordered)
    3. SK3T-4091 iSeries™ Information Center

    For descriptions of the optical media, see Media labels and their contents.

  3. Ensure the following for the server:
    • If you are using a twinaxial console, the console for the server needs to be powered on.
    • If you are using Operations Console, you need a valid connection configuration for the server after you have run the Operations Console wizard. The console for the server needs to be at Connecting console. (To view the status in Operations Console, click the IBM eServer™ iSeries Access for Windows® icon and double-click iSeries Operations Console.)
  4. If the installation device has a separate power switch, set it to the On position.
  5. Use the control panel to set the IPL type to A and set the mode to Manual.
  6. Press the Enter button on the control panel.
  7. Turn the power on for the server by pressing the power button.
    Note: If either the Disk Configuration Error Report display or the Disk Configuration Warning Report display appears, go to Disk configuration warning and error messages to determine the appropriate action.
  8. The IPL or Install the System menu appears on your console.
                                   IPL or Install the System
                                                               System: XXXX
     Select one of the following:
     
          1. Perform an IPL
          2. Install the operating system
          3. Use Dedicated Service Tools (DST)
          4. Perform automatic installation of the operating system
          5. Save Licensed Internal Code
     
     
    If you have not already done so, set the console mode for your server:
    1. At the IPL or Install the system display, select option 3 to access Dedicated Service Tools (DST).
    2. Sign on as security officer (QSECOFR user profile / QSECOFR password). When prompted, change the password to what you want to use for this partition.
    3. Select option 5 (Work with DST environment).
    4. Select option 2 (System devices).
    5. Select option 6 (Console mode).
    6. Select the valid console that you have for this partition.
      Note: If you are using Operations Console (LAN) as your console type, press Enter on the verify window. You can also press F11 to review your network configuration.
    7. Select 1 (Yes) or 2 (No) for the option to allow the console to be taken over by another console in the event of a 5250 console failure (does not include twinaxial console). When this option is turned on, the system does not stop with a failure but continues to run uninterrupted. For more information, see the topic Console takeover and recovery .

      Press Enter and then press F3 to return to the DST main menu.

    8. Press F3 to exit DST and return to the IPL or Install the System display.
                                     IPL or Install the System
                                                                 System: XXXX
       Select one of the following:
       
            1. Perform an IPL
            2. Install the operating system
            3. Use Dedicated Service Tools (DST)
            4. Perform automatic installation of the operating system
            5. Save Licensed Internal Code
       
       
  9. Load the first volume of installation media that contains the operating system. (If you are using IBM-supplied media, the first volume is labeled B29xx_01, where 29xx is the identifier for the primary language.) Throughout these procedures, load the next volume when prompted by the server. When you are installing from optical media, wait until the In Use indicator goes out before you continue. Also ensure that you have removed other media from devices that are not involved in the upgrade.
  10. On the IPL or Install the System display, type 2 and press Enter. The Install Device Type Selection display appears.
                                 Install Device Type Selection
                                                               System: XXXX
     Select the installation device type:
     
          1. Tape
          2. Optical
          3. Virtual optical - preselected image catalog
          4. Current alternate selected device            None

    Type the number that corresponds to the correct device type and press Enter.

  11. The Confirm Install of i5/OS display is shown on your console. Press Enter.
  12. The Select a Language Group display, which shows the primary language currently on the system, appears. This value should match the language feature number that is printed on the installation media. Refer to Feature codes for national language version for a list of language feature codes.
                                 Select a Language Group
                                                                 System: XXXX
     Note:  The language feature shown is the language feature
     installed on the system.
     
     Type choice, press Enter.
     
       Language feature . . . . . . . . . . . . . . .  2924
     
     

    Verify that the displayed value is correct, or type the numbers of the feature code for the language you want. Press Enter.

  13. After you enter the language feature, the Confirm Language Feature Selection display appears on your console. Press Enter.
  14. If you are upgrading a service partition, a disk configuration error with SRC B600 5390 and SRC B600 5311 may be issued to the Product Activity Log (PAL). Secondary partitions, report a status of new and all system resources are temporarily owned by the primary partition. If you try to continue an IPL, an error, "Hardware resource information persistence disabled" is received. This would indicate a problem with the memory configuration.
  15. If the Add All Disk Units to the System menu is not shown, go to the IPL Step in Progress display in step 17.
    Note: If you are installing on a single disk unit, ensure that you have enough storage. The minimum requirements for each server or logical partition are listed in Determining disk storage space required.
  16. Adding disk units subtask:
    1. If any nonconfigured disk units that are capable of being protected by device parity are currently unprotected, the Add All Disk Units to the System display is shown. If the following display is not shown, go to step 16.b.
                              Add All Disk Units to the System
                                                                   System: XXXX
       
       Non-configured device parity capable disk units are attached
       to the system.  Disk units can not be added automatically.
       It is more efficient to device parity protect these
       units before adding them to the system.
       These disk units may be parity enabled and added at SST (i5/OS).
       Configured disk units must have parity enabled at DST.
      
       Select one of the following:
      
            1. Perform any disk configuration at SST (i5/OS)
            2. Perform disk configuration using DST 

      It is much faster to start device parity protection on the disk units at DST before the disk units are added to the auxiliary storage pool configuration.

      To start device parity on the eligible disk units, do the following tasks from the Add All Disk Units to the System display:

      1. Select option 2 to perform disk configuration at DST.
      2. Sign on at the Dedicated Service Tools Sign-on prompt and return to the Use Dedicated Service Tools (DST) menu.
      3. Select the option, Work with disk units.
      4. Select the option, Work with disk configuration.
      5. Section the option, Work with device parity protection.
      6. Select the option, Start device parity protection.
      7. A list of parity sets that are capable of running device parity protection are shown. Type 1 on each option line for each parity set.
      8. You might see a Confirm Continuation display that indicates that the server must perform a directory recovery. Press Enter to continue.
      9. The Confirm Starting Device Parity Protection display is shown. This shows the list of disk units that will have device parity protection. Press Enter to continue. An in-progress display that indicates the status of the function is shown.
      10. Return to the IPL or Install the System display.
    2. If you see the following display, continue with this step.
                              Add All Disk Units to the System
                                                                   System: XXXX
       
       Select one of the following:
       
            1. Keep the current disk configuration
            2. Perform disk configuration using DST
            3. Add all disk units to the system auxiliary storage pool
            4. Add all disk units to the system ASP and balance data 
       
       

      If you do not want device parity protection, mirrored protection, or user ASPs, select option 3 (Add all disk units to the system auxiliary storage pool). By adding disk units before you install the operating system, you improve your overall system performance because the operating system is distributed across all of your disk units.

      For logical partitions only: Before you add disk units to this partition, ensure you have the correct I/O resources assigned. You might not want to configure all disk units now. Refer to the validated output from the Logical Partition Validation Tool (LVT) supplied by IBM for the configuration selection. To access the tool, go to the Logical Partitioning Web site Link outside information center .

      Type 3 and press Enter.

      Note: If either the Disk Configuration Error Report display or the Disk Configuration Warning Report display appears, go to Disk configuration warning and error messages to determine the appropriate action.
    3. You could see the following display if your disk configuration has changed. Type 5 next to the problem and press Enter to display the detailed report.
                                     Problem Report
       
      Note: Some action for the problems listed below may need to
      be taken.  Please select a problem to display more detailed
      information about the problem and to see what possible
      action may be taken to correct the problem.
       
      Type option, press Enter.
        5=Display Detailed Report
       
      OPT  Problem
       _   __________________________________________________________
       _   __________________________________________________________
       
    4. If the following display appears, a disk unit that you selected to add to your disk configuration could already have data on it. If you choose to continue, any data that is on the disk units listed will be removed.

      Be certain that you want to configure the disk before you continue. Follow the instructions on the display.

      Press Enter to return to the Problem Report display. Press F10 to continue the Add Disk Unit subtask.

                          Possibly Configured Units
       
       Problem: These non-configured units appear to be
       configured units of some other disk configuration and
       may contain valid data.  This option will clear the
       data from these units and destroy the other disk
       configuration.
       
       Press Enter to continue
       Press F12=Cancel to return and change your choices.
       
         Serial                   Resource        Other System
         Number      Type  Model  Name            Serial Number
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
         __________  ____   ___   __________       __________
                                                                         More..
       
       F3=Exit         F12=Cancel
       
    5. The following display shows the percentage of disk units added. This display does not require a response.
                                      Function Status
       
       You selected to add units.
       
       
                                           ___ % Complete
       
       
    6. When the process is completed, continue the software installation process with the next step.

      This completes the subtask for adding disk units.

  17. Status displays appear on the console. You do not need to respond to any of these displays. The following is an example of a status display:
                              Licensed Internal Code IPL in Progress
     
     IPL:
        Type  . . . . . . . . . : 		Attended
        Start date and time . . :		 xx/xx/xx		xx:xx:xx
        Previous system end . . :		 Normal
        Current step/total. . . :   1          16
        Reference code detail . :   C6004050
     IPL step . . . . . . :   Storage Management Recovery
     
    The following list shows some of the IPL steps that are shown on the IPL Step in Progress display.
    • Authority Recovery
    • Journal Recovery
    • Database Recovery
    • Journal Synchronization
    • Start the Operating System
  18. The Install the Operating System display appears.
                              Install the Operating System
     
     Type options, press Enter.
     
       Install
         option . . . . . . 1            1=Take defaults (No other
                                           options are displayed)
                                         2=Change install options
     
     Date:
       Year . . . . . .  XX            00-99
       Month  . . . . .  XX            01-12
       Day  . . . . . .  XX            01-31
     
     Time:
       Hour . . . . . .  XX            00-23
       Minute . . . . .  XX            00-59
       Second . . . . .  XX            00-59
     
     
    Type the following and press Enter:

    Install option: 1
    Date  (Use the current year, month, and day.)
    Time  (Use the current time, 24-hour clock.)

  19. Status messages appear during the installation process. You do not need to respond to any of these status displays. The following is an example of a status display. The display is blank for a time between stage 4 and stage 5.
    Message ID. . . :   CPI2070                    i5/OS Installation Status
     
               +---------------------------------------------------+
    Stage 2    |                       XX %                        |
               +---------------------------------------------------+
     
     
    Installation                                                       Objects
    Stage                                                 Completed    Restored
     
       1 Creating needed profiles and libraries . . . . :   X
     
    >> 2 Restoring programs to library QSYS . . . . . . :                XXXXX
     
       3 Restoring language objects to library QSYS . . :
     
       4 Updating program table . . . . . . . . . . . . :
     
       5 Installing database files. . . . . . . . . . . :
     
       6 Completing i5/OS installation . . . . . . . . :
    
    i5/OS is a trademark of IBM in the United States and other countries. 
  20. Messages similar to the following might appear:
                                     Display Messages
                                                           System:   XXXX
     Queue  . . . . . :   QSYSOPR                Program . . . . :   *DSPMSG
       Library  . . . :     QSYS                   Library . . . :
     Severity . . . . :   10                     Delivery  . . . :   *BREAK
     
     Press Enter to continue.
       System operator message queue QSYSOPR created again.
       Console values lost.
     
     

    Press Enter.

  21. The Sign On display is shown.
                                  Sign On
                                            System. . . . :  XXX
                                            Subsystem . . :  XXXXX
                                            Display . . . :  XXXXXXXX
     
            User. . . . . . . . . . . . . . QSECOFR
            Program/procedure . . . . . . . ________
            Menu. . . . . . . . . . . . . . ________
            Current library . . . . . . . . ________
     
     
    Type QSECOFR for the User prompt. Press Enter.
  22. Several Display Messages displays could be shown. To continue, press Enter for each message display.

    The following display is an example of a message that could be shown:

                                      Display Messages
                                                           System:   XXXX
     Queue  . . . . . :   QSYSOPR                Program . . . . :   *DSPMSG
       Library  . . . :     QSYS                   Library . . . :
     Severity . . . . :   60                     Delivery  . . . :   *BREAK
     
     Press Enter to continue.
       System object QWCSCPF created again during IPL.
     
     
  23. The IPL Options display appears.
                                   IPL Options
     
    Type choices, press Enter.
     
    System date . . . . . . . . . . . . . . .  XX / XX / XX     MM / DD / YY
    System time . . . . . . . . . . . . . . .  XX : XX : XX     HH : MM : SS
    System time zone  . . . . . . . . . . . .  Q0000UTC         F4 for list
    Clear job queues. . . . . . . . . . . . .  N                Y=Yes, N=No
    Clear output queues . . . . . . . . . . .  N                Y=Yes, N=No
    Clear incomplete job logs . . . . . . . .  N                Y=Yes, N=No
    Start print writers . . . . . . . . . . .  Y                Y=Yes, N=No
    Start system to restricted state  . . . .  Y                Y=Yes, N=No
     
     
    Set major system options. . . . . . . . .  Y                Y=Yes, N=No
    Define or change system at IPL. . . . . .  N                Y=Yes, N=No
     
     
     
     
     
     
     
    Last power-down operation was ABNORMAL
     
    Notes:
    • Ignore the message on the bottom of the IPL Options display.
    • If you need to change system values, you can do so now. One example of a system value that you might change is the value for the security level (QSECURITY) system value.

      Another example is the scan control (QSCANFSCTL) system value. If you have not already done so, consider specifying *NOPOSTRST for the QSCANFSCTL system value to minimize future scanning of some objects that are restored during the installation of licensed programs in the following steps. For more information on scanning and the system value settings, see the topic Scanning support .

      Type Y for the Define or change the system at IPL prompt. Follow the instructions on the displays.

      Type the following and press Enter.
      • System date (Use the current date.)
      • System time (Use the current time, 24-hour clock.)
      • System time zone (Verify that it is correct or press F4 to select a time zone.)
      • Start system to restricted state Y
      • Set major system options Y
  24. Additional display messages could be shown.

    Press Enter after each message to continue.

  25. The Set Major System Options display appears.
                               Set Major System Options
     
    Type choices, press Enter.
     
    Enable automatic configuration . . . . . . Y            Y=Yes, N=No
    Device configuration naming  . . . . . . . *NORMAL      *NORMAL, *S36,
                                                            *DEVADR
    Default special environment. . . . . . . . *NONE        *NONE, *S36
     
     
    Respond to the prompts on the Set Major System Options display.
    • Enable automatic configuration

      The value Y (Yes) automatically configures local devices. N (No) indicates no automatic configuration.

    • Device configuration naming

      Specify *NORMAL to use a naming convention unique to the i5/OS operating system. The value *S36 uses a naming convention similar to System/36™. Refer to the book Local Device Configuration, SC41-5121-00, for information about device configuration naming and *DEVADR.

    • Default special environment

      The default value *NONE indicates no special environment. *S36 sets up the System/36 environment. Refer to the book, System/36 Environment Programming, SC41-4730 (V4R5 or earlier), for more information about working in the System/36 environment.

      Press Enter.

  26. The Edit Rebuild of Access Paths display could be shown. If it is, press Enter to continue.
  27. A message Your password has expired might appear. Press Enter. The Change Password display appears. Change the password from QSECOFR to your own choice. First enter the old password, QSECOFR. Then enter the new password of your choice. Enter the new password again as verification.
  28. Several Display Messages displays are shown. To continue, press Enter for each message display.

    The following display is an example of a message that could be shown:

                                      Display Messages
                                                           System:   XXXX
     Queue  . . . . . :   QSYSOPR                Program . . . . :   *DSPMSG
       Library  . . . :     QSYS                   Library . . . :
     Severity . . . . :   10                     Delivery  . . . :   *BREAK
     
     Press Enter to continue.
     Library QHLPSYS in SYSVAL QSYSLIBL not found.
     
     
  29. The Work with Software Agreements display appears. Select to display the software agreements for the Licensed Internal Code (5722999) and the i5/OS operating system (5722SS1). Read and accept these agreements. If the software agreements are declined, you are given the choice to either power down the server or return and accept the agreements. Press Enter.
  30. When the i5/OS Main Menu appears on your console, you have completed the task of installing the operating system.

You have completed this task.

To install additional licensed programs, continue with the tasks in Using the Work with Licensed Programs menu to install IBM licensed programs.