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<title>Prepare to upgrade the server</title>
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<body id="rzamdhwupgradesiteprep"><a name="rzamdhwupgradesiteprep"><!-- --></a>
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<!-- Java sync-link --><script language="Javascript" src="../rzahg/synch.js" type="text/javascript"></script>
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<h1 class="topictitle1">Prepare to upgrade the server</h1>
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<div><p>Describes how to prepare for the server upgrade.</p>
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<div class="section">Before you begin these tasks, be sure you have completed the necessary
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upgrade planning. Then to prepare for the server upgrade, perform the following
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tasks:</div>
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</div>
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<div>
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<div class="familylinks">
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<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>
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</div>
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<div class="relconcepts"><strong>Related concepts</strong><br />
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<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>
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<div><a href="../rzam8/rzam8fixpsp.htm">Preventive service planning (PSP) information</a></div>
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<div><a href="../rzahg/rzahgmtu.htm" target="_blank">Memo to Users</a></div>
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<div><a href="http://www.ibm.com/eserver/iseries/migration" target="_blank">Migration Web site</a></div>
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<div><a href="http://www-1.ibm.com/servers/eserver/iseries/perfmgmt/resource.htm" target="_blank">Performance Management</a></div>
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<div><a href="http://www.ibm.com/eserver/iseries/support/" target="_blank">iSeries and AS/400 Technical Support</a></div>
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<div><a href="../rzajr/rzajropconoverview.htm">Console</a></div>
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<div><a href="http://www-1.ibm.com/servers/eserver/iseries/hardware/storage/" target="_blank">Storage Solutions</a></div>
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<div><a href="../rzahg/rzahgcfgprtcfglistpi.htm">Print the system configuration list</a></div>
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<div><a href="../rzal2/rzal2ipltypeco.htm">IPL type</a></div>
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<div><a href="../rzal2/rzal2ipliplmodeco.htm">Mode</a></div>
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<div><a href="../rzakz/rzakzqautocfg.htm">Local controllers and devices (QAUTOCFG)</a></div>
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<div><a href="../rzakz/rzakzqipltype.htm">Type of restart (QIPLTYPE)</a></div>
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<div><a href="../rzakz/rzakzqpfradj.htm">Automatically adjust memory pools and activity levels (QPFRADJ)</a></div>
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<div><a href="../rzakz/rzakz1.htm">i5/OS system values</a></div>
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</div>
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<div class="reltasks"><strong>Related tasks</strong><br />
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<div><a href="rzamdhwupgrade.htm" title="Describes how to upgrade to a new server.">Upgrade the server</a></div>
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<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>
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<div><a href="../rzam8/rzam8fixinstall1.htm">Install fixes</a></div>
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<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>
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<div><a href="../rzahx/rzahxcollectinfosysperf.htm">Collect performance data</a></div>
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<div><a href="../rzaiu/rzaiurzaiu2tv.htm">Save the entire server using GO SAVE option 21</a></div>
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<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>
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<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>
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<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>
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<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>
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<div><a href="rzamdproduction.htm" title="To finish the resource management and prepare your new server for production, perform the following steps.">Prepare the server for production</a></div>
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</div>
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<div class="relinfo"><strong>Related information</strong><br />
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<div><a href="../books/sc415304.pdf" target="_blank">Backup and Recovery Guide</a></div>
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</div>
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</div><div class="nested1" xml:lang="en-us" id="prepareupgrade"><a name="prepareupgrade"><!-- --></a><h2 class="topictitle2">Prepare for the upgrade</h2>
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<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
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for the most current information about conditions that can affect your upgrade.</p>
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</li>
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<li class="stepexpand"><span>Review the Memo to Users.</span> <p>This document provides
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information about software and hardware changes that can potentially affect
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your system operations.</p>
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</li>
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<li class="stepexpand" id="prepareupgrade__upgradesiteprepview"><a name="prepareupgrade__upgradesiteprepview"><!-- --></a><span>View the Migration Web site.</span> <p>This
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Web site includes information about the current migration and upgrade paths,
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a link to relevant Redbooks™, and information about converting from
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SPD to PCI-attached I/O.</p>
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</li>
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<li class="stepexpand"><span>Review the <cite>Performance Capabilities Reference</cite> available
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on the Performance Management Web site.</span> <p>This reference provides
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information about server performance that is useful for customers who plan
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to upgrade their servers and software.</p>
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</li>
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<li class="stepexpand"><span>When your order arrives, contact the service representative and
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schedule the server upgrade.</span></li>
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</ol>
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</div>
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</div>
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<div class="nested1" xml:lang="en-us" id="preparesourceserver"><a name="preparesourceserver"><!-- --></a><h2 class="topictitle2">Prepare the source server</h2>
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<div><div class="section"><p>Ensure that you have installed latest resave and cumulative fix
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(PTF) package of <span class="keyword">i5/OS™</span> V5R4
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on the source server.</p>
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<p>For more information, see Info APAR II13365 on
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the iSeries™ and AS/400<sup>®</sup> Technical
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Support Web site. For information about installing <span class="keyword">i5/OS</span>,
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see Upgrade to <span class="keyword">i5/OS</span> Version
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5 Release 4.</p>
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</div>
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<ol><li class="stepexpand"><span>Install fixes</span> <p>Use the information in this topic to
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put fixes on the source server before upgrading to the target server.</p>
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</li>
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<li class="stepexpand"><span>Verify that all applications are running.</span></li>
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<li class="stepexpand"><span>Perform device configuration cleanup as follows:</span><ol type="a"><li><span>Use the Work with Line Descriptions command (WRKLIND) to view
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and delete unused lines and line descriptions.</span></li>
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<li><span>Use the Work with Device Descriptions command (WRKDEVD) to delete
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unused device descriptions.</span></li>
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</ol>
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<div class="note"><span class="notetitle">Note:</span> You can use these commands to view and verify that all of the
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descriptions listed are in use. If you are sure one is not in use, delete
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it. If you are not sure, you should leave it.</div>
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</li>
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<li class="stepexpand"><span>Remove failed or nonreporting resources that are no longer associated
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with existing hardware.</span></li>
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<li class="stepexpand"><span>Logically remove any configured disk units that will be removed
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during the upgrade, such as disk units in SPD-based expansion units that will
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be removed (not converted) during the server upgrade. For information, see
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"How to Remove a Disk Unit from an Auxiliary Storage Pool" in Chapter 19.
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"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
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added back into the configuration during an IPL.</div>
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</li>
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<li class="stepexpand"><span>Ensure that your console is set up and ready.</span></li>
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<li class="stepexpand"><span>Use the Retrieve Configuration Source (RTVCFGSRC) command to build
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a source file member for the specified existing line, controller, and device
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descriptions. You will need this configuration source if any configuration
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objects must be manually changed or re-created.</span></li>
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<li class="stepexpand"><span>Collect performance data.</span> <p>You can use the performance
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data you collect from the source server as a base with which to compare the
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target server's performance after the upgrade is complete.</p>
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</li>
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<li class="stepexpand"><span>Save the entire server using GO SAVE option 21 on a tape drive
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that is compatible with the tape drive on the target server.</span> <p>This
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is vital for recovery should you experience errors when upgrading the server.</p>
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<p>To
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determine if your tape drives are compatible, see the Storage Solutions Web
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site.</p>
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</li>
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</ol>
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</div>
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</div>
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<div class="nested1" xml:lang="en-us" id="documentsourceserver"><a name="documentsourceserver"><!-- --></a><h2 class="topictitle2">Document the source server</h2>
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<div><div class="section">To ensure that the source server is fully documented before the upgrade,
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perform these tasks:</div>
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<ol><li class="stepexpand"><span>Use one of the following to document the source server:</span> <ul><li>If your country or region supports the Work with Order Information Files
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(WRKORDINF) command and if the installed server is capable of using Electronic
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Customer Support, do the following: <ol type="a"><li>On the command line, enter <samp class="codeph">WRKORDINF</samp>.</li>
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<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
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the serial number of the server and press Enter.</li>
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</ol>
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</li>
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<li>If you cannot use the Work with Order Information Files (WRKORDINF) command,
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do the following: <ol type="a"><li>On the command line, enter <samp class="codeph">DSPSFWRSC *PRINT</samp>.</li>
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<li>Print the spooled file.</li>
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</ol>
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</li>
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</ul>
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</li>
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<li class="stepexpand"><span>Print the disk configuration status of the server.</span></li>
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<li class="stepexpand"><span>Print the parity set configuration and status of the server. You
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can use this information to analyze and plan for disk unit configuration and
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protection. It can also be used to correct any problems that occur during
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the upgrade.</span></li>
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<li class="stepexpand"><span>Display, verify, and print the hardware resource information. Use
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the information in this topic to record the hardware resource information
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so that you can perform the necessary resource management after the upgrade
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is complete.</span></li>
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<li class="stepexpand"><span>Print the system configuration list. This printout provides details
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of your current server configuration.</span></li>
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<li class="stepexpand"><span>Print the status of all fixes (program temporary fixes or PTFs)
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on the source server by entering the following command:</span> <pre>DSPPTF LICPGM(*ALL) OUTPUT(*PRINT)</pre>
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<p>You
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can use this information to verify that you have the most current fixes on
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the source server.</p>
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</li>
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<li class="stepexpand"><span>Record the IPL type and mode of the source server so you can return
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the server to this mode after the upgrade is complete.</span> <ul><li>IPL type = _________</li>
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<li>IPL mode = _________</li>
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</ul>
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</li>
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</ol>
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</div>
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</div>
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<div class="nested1" xml:lang="en-us" id="prepareservicerep"><a name="prepareservicerep"><!-- --></a><h2 class="topictitle2">Prepare for the service representative</h2>
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<div><ol><li class="stepexpand"><span>Record the user IDs and passwords for the service representative
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to use.</span></li>
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<li class="stepexpand"><span>Gather the following printouts for the service representative:</span> <ul><li>System configuration list printouts</li>
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<li>Disk configuration status printouts</li>
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<li>Parity set configuration and status printout</li>
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<li>Device descriptions printout</li>
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<li>Controller descriptions printout</li>
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<li>PTF level printout</li>
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<li>Description label locations printout</li>
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</ul>
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</li>
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<li class="stepexpand" id="prepareservicerep__systemvalues"><a name="prepareservicerep__systemvalues"><!-- --></a><span>Record the setting for each of the following
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system values:</span> <ul><li>Local controllers and devices (QAUTOCFG) = ___</li>
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<li>Type of restart (QIPLTYPE) = ___</li>
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<li>Automatically adjust memory pools and activity levels (QPFRADJ) = ___</li>
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</ul>
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<p>Then change the values of these settings to the following:</p>
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<ul><li>Local controllers and devices (QAUTOCFG) = Do not automatically configure
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local controllers and devices (0)</li>
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<li>Type of restart (QIPLTYPE) = Attended, console in debug mode (2)</li>
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<li>Automatically adjust memory pools and activity levels (QPFRADJ) = Periodically
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after restart (2)</li>
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</ul>
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<p>For information about working with system values, see <span class="keyword">i5/OS</span> system values.</p>
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</li>
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<li class="stepexpand"><span>Turn the server over to the service representative. This includes
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giving the service representative the printouts, the user IDs, and passwords
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that you have prepared.</span></li>
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</ol>
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<div class="section"><p>Now that you have finished preparing for the server upgrade, the
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next step is for the service representative to complete the server upgrade.</p>
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</div>
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</div>
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</div>
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</body>
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