Checklist: IBM i software replacement

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

If you plan to navigate through this checklist online, it might help to right-click this topic in the navigation tree to open a new window. The information in this checklist summarizes the major tasks that you need to do before you begin to replace your software.

Before you begin

  1. Verify that your server model meets the requirements to support the new release. Use the following Web pages.
  2. Start of changeKnow your current strategy for connecting a console to your system or logical partition. Your current connection strategy influences your planning activities. For more information about consoles, see Managing IBM i consoles in the IBM Systems Hardware Information Center.End of change
  3. 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 IBM i release.
  4. Understand system administration tasks (basic system operations). To perform software installation tasks, you need to be able to restart your system, 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 system 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 system. Required steps are noted.

Software replacement tasks

  1. Start of changeVerify the contents of your software order. For more information about the optical media you received with your order, see Media labels and their contents.End of change
  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. 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. Start of changePreparing to upgrade or replace software using an image catalog.
    1. Determining storage requirements for image catalog installation
    2. Freeing up space on the load-source disk unit for an image catalog
    3. Preparing an optical image catalog to install software
    End of change
  9. Determining storage space required for a replacement of the same release
  10. Preparing your console for software installation
  11. Stopping the integrated server and other application servers
  12. Saving the system
  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 IBM i 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 topic Maintaining and managing IBM i and related software.
  2. For information about software distribution of supported products, go to the topic Distributing software.