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<h1 class="topictitle1">Checklist: Software replacement </h1>
<div><p><span>Use this checklist to complete all the tasks for
a software replacement of the same release. </span></p>
<div class="section"><p>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 <a href="rzahcupgradeorreplace.htm#rzahcupgradeorreplace">Upgrading or replacing i5/OS and related software</a>.</p>
</div>
<div class="section"><h4 class="sectiontitle">Before you begin</h4><ol><li>Verify that your server model meets the requirements to support
the software replacement. 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
page to search for the correct version.</span></li>
<li>Know your current strategy for connecting <span>a console to your server
or logical partition</span>. Your current connection strategy influences your
planning activities. For information about twinaxial consoles and Operations
Console, refer to the <a href="../rzahg/rzahgicinterface.htm">Connecting to iSeries</a> topic . For information
about managing your systems with Hardware Management Console, refer to the
topic <a href="../icbase/ipha1/hardwaremanagementconsolehmc.htm" target="_blank">Managing your server using the Hardware Management Console</a> . </li>
<li>If you are using <span>IBM<sup>®</sup> <span class="keyword">System i5</span>,
System p5, and IBM eServer i5
and p5 systems</span>, plan for extra time after the upgrade to perform a server
IPL. This is one of the tasks described in the <a href="completereplacesamechecklist.htm#completereplacesamechecklist">Checklist: Completing the replacement of the same release</a>.</li>
<li>Understand <a href="../rzal2/rzal2kickoff.htm">server
administration tasks</a> (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.</li>
<li>Understand the different <a href="rzahctypesdevices.htm#rzahctypesdevices">Types of software installation devices</a>.
The installation tasks are different based on the device type and media type
that you use.</li>
</ol>
</div>
<div class="section"><p>From the following checklist, perform the tasks that are appropriate
for your server. Required steps are noted. </p>
</div>
<div class="section"><h4 class="sectiontitle">Software replacement tasks</h4><ol><li>Verify the contents of your software order. <ol type="a"><li>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, <samp class="codeph">RS
540-xx</samp> for V5R4) must match. Verify also that B29xx_01 and B29xx_02
are in the correct primary language.</li>
<li><a href="rzahcswsdocshipupgrade.htm#rzahcswsdocshipupgrade">Identifying and reviewing information resources</a></li>
</ol>
</li>
<li><a href="requiredfixesupgrade.htm#requiredfixesupgrade">Reviewing software PTF (fix) requirements</a><ol type="a"><li><a href="findinglatestpsp.htm#findinglatestpsp">Finding the latest PSP information</a></li>
<li><a href="analyzingfixes.htm#analyzingfixes">Analyzing fixes you currently have on your system</a></li>
<li><a href="obtainptfsapplied.htm#obtainptfsapplied">Obtaining a record of PTFs applied</a></li>
<li><strong><a href="fixesestimate.htm#fixesestimate">Required: Installing Prepare for install PTFs for V5R2 and V5R3</a></strong></li>
<li><a href="permapplyptfsforsame.htm#permapplyptfsforsame">Permanently applying PTFs for a replacement of the same release</a></li>
</ol>
</li>
<li><a href="workcritsysvalues.htm#workcritsysvalues">Working with critical system values before you install software</a><ol type="a"><li><a href="recordprintsysvalues.htm#recordprintsysvalues">Recording and printing all system values before you install software</a></li>
<li><a href="changecertainsysvalues.htm#changecertainsysvalues">Changing certain system values (QSYSLIBL, QUSRLIBL, QALWOBJRST, or QVFYOBJRST)</a> (Only
QALWOBJRST applies to a replacement.)</li>
<li><a href="optionallychangingqscan.htm#optionallychangingqscan">Optionally changing the scan control system value</a></li>
</ol>
</li>
<li><a href="ensuretwophase.htm#ensuretwophase">Ensuring two-phase commit integrity</a></li>
<li>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).</li>
<li><a href="gatherperfdata.htm#gatherperfdata">Gathering performance data for benchmark</a></li>
<li><a href="rzahcprepareinstdevmedia.htm#rzahcprepareinstdevmedia">Preparing the upgrade device and media</a></li>
<li><a href="prepareimagecatalog.htm#prepareimagecatalog">Preparing to upgrade or replace software using an image catalog</a>. (Only
3 CD-ROMs are used: I_BASE_01, B29xx_01, and B29xx_02.) <ol type="a"><li><a href="storageconsiderationsforimagecataloginstallation.htm#storageconsiderationsforimagecataloginstallation">Determining storage requirements for image catalog installation</a></li>
<li><a href="freeingupspaceintheload-sourcediskunitforanimagecatalog.htm#freeingupspaceintheload-sourcediskunitforanimagecatalog">Freeing up space on the load-source disk unit for an image catalog</a></li>
<li><a href="scenarioprepareimagecatalog.htm#scenarioprepareimagecatalog">Scenario: Preparing to upgrade or replace software using an image catalog</a></li>
</ol>
</li>
<li><a href="rzahcstoragespacesamerelease.htm#rzahcstoragespacesamerelease">Determining storage space required for a replacement of the same release</a></li>
<li><a href="rzahcswsdspport.htm#rzahcswsdspport">Preparing your console for software installation</a></li>
<li><a href="rzahcswsstopipcs.htm#rzahcswsstopipcs">Stopping the Integrated xSeries Server for iSeries and other application servers</a></li>
<li><a href="rzahcswssavesys.htm#rzahcswssavesys">Saving the server</a></li>
<li><a href="upgradesamereleasemanual.htm#upgradesamereleasemanual">Replacing software of the same release using manual installation</a></li>
<li><a href="installptfsforlicandos.htm#installptfsforlicandos">Installing PTFs for the Licensed Internal Code and the operating system</a></li>
<li><a href="completereplacesamechecklist.htm#completereplacesamechecklist">Checklist: Completing the replacement of the same release</a></li>
</ol>
</div>
<div class="section"><h4 class="sectiontitle">After you finish</h4><div class="p">After the replacement tasks in
this checklist have been completed, consider these tasks.<ol><li>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 <a href="../rzam8/rzam81.htm">Maintain and manage i5/OS and related software</a> .</li>
<li>For information about software distribution of supported products, go
to the <a href="../rzai4/rzai4distsw.htm">Distribute
software</a> .</li>
</ol>
</div>
</div>
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<div class="familylinks">
<div class="parentlink"><strong>Parent topic:</strong> <a href="upgradesameversion.htm" title="Use this procedure to install a new modification of Licensed Internal Code and a more recent update of i5/OS to support new hardware.">Replacing Licensed Internal Code and i5/OS of the same version and release</a></div>
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