Checklist: Software replacement

Use this checklist to complete all the tasks for a software replacement of the same release.

The information in this checklist is a summary of the major task categories that you need to do before you begin to replace your software. Many of the links in this checklist refer to procedures in Upgrading or replacing i5/OS and related software.

Before you begin

  1. Verify that your server model meets the requirements to support the software replacement. This information is found in the IBM eServer™ i5 and iSeries System Handbook i5/OS™ VersionLink outside information center . Use this Web page to search for the correct version.
  2. Know your current strategy for connecting a console to your server or logical partition. Your current connection strategy influences your planning activities. For information about twinaxial consoles and Operations Console, refer to the Connecting to iSeries topic . For information about managing your systems with Hardware Management Console, refer to the topic Managing your server using the Hardware Management Console .
  3. If you are using IBM® System i5, System p5, and IBM eServer i5 and p5 systems, plan for extra time after the upgrade to perform a server IPL. This is one of the tasks described in the Checklist: Completing the replacement of the same release.
  4. Understand server administration tasks (basic system operations). To perform software installation tasks, you need to be able to restart your server, sign on and off, use the command interface, install fixes, change the system operation mode and initial program load (IPL) source on the system unit control panel, and analyze server problems.
  5. Understand the different Types of software installation devices. The installation tasks are different based on the device type and media type that you use.

From the following checklist, perform the tasks that are appropriate for your server. Required steps are noted.

Software replacement tasks

  1. Verify the contents of your software order.
    1. You need three CD-ROMs: I_BASE_01, B29xx_01, and B29xx_02. The identifiers for the B29xx_01 and B29xx_02 media (for example, RS 540-xx for V5R4) must match. Verify also that B29xx_01 and B29xx_02 are in the correct primary language.
    2. Identifying and reviewing information resources
  2. Reviewing software PTF (fix) requirements
    1. Finding the latest PSP information
    2. Analyzing fixes you currently have on your system
    3. Obtaining a record of PTFs applied
    4. Required: Installing Prepare for install PTFs for V5R2 and V5R3
    5. Permanently applying PTFs for a replacement of the same release
  3. Working with critical system values before you install software
    1. Recording and printing all system values before you install software
    2. Changing certain system values (QSYSLIBL, QUSRLIBL, QALWOBJRST, or QVFYOBJRST) (Only QALWOBJRST applies to a replacement.)
    3. Optionally changing the scan control system value
  4. Ensuring two-phase commit integrity
  5. If you have a large number of spooled files on your system, set the compress job tables IPL attribute to none. To do this, use the Change IPL Attributes command: CHGIPLA CPRJOBTBL(*NONE).
  6. Gathering performance data for benchmark
  7. Preparing the upgrade device and media
  8. Preparing to upgrade or replace software using an image catalog. (Only 3 CD-ROMs are used: I_BASE_01, B29xx_01, and B29xx_02.)
    1. Determining storage requirements for image catalog installation
    2. Freeing up space on the load-source disk unit for an image catalog
    3. Scenario: Preparing to upgrade or replace software using an image catalog
  9. Determining storage space required for a replacement of the same release
  10. Preparing your console for software installation
  11. Stopping the Integrated xSeries Server for iSeries and other application servers
  12. Saving the server
  13. Replacing software of the same release using manual installation
  14. Installing PTFs for the Licensed Internal Code and the operating system
  15. Checklist: Completing the replacement of the same release

After you finish

After the replacement tasks in this checklist have been completed, consider these tasks.
  1. Develop a strategy for managing and maintaining your software. For information about software fixes (or program temporary fixes, PTFs), and software licenses and license keys, go to the Maintain and manage i5/OS and related software .
  2. For information about software distribution of supported products, go to the Distribute software .