Replacing the IBM i operating system

Follow these steps to replace the IBM® i operating system by using the manual installation method.

  1. 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
     
     

    Load the first volume of installation media that contains the operating system. Throughout these procedures, load the next volume when prompted by the system. When you are installing from optical media, wait until the In Use indicator goes out before you continue.

    Ensure that the installation media that contains the Licensed Internal Code is in the installation device that is defined for the system.

    Ensure that you have removed other media from devices that are not involved in this upgrade.

    After you install the new release over your previous release, passwords for all service tools user profiles that still use the default password expire automatically. When you try to log on or access service tools using those profiles, you receive a message that the password has expired and must be changed. Follow the prompts or press the appropriate key (F9) to change the password for that user profile.

  2. Type 2 (Install the operating system) 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 device - preselected image catalog
          4. Current alternate selected device            None
          5. Network device

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

  3. If you Select option 5, the Network Device – Configuration display appears.
        Network Device - Configuration
                                      System: xxxxx
    
    Status        : Currently selected
    Server IP     : x.x.x.x
    Path Name     : /catalog_direcory
    Bus           :    13
    Board         :     0
    Card          :    36
    Port          :     0
    Local IP      : x.x.xxx.xxx
    Subnet Mask   : xxx.xxx.xxx.x
    Gateway IP    : x.x.xxx.x
    MTU Size      :  1500    
    Confirm the Image server IP address and path name. Press F10 to continue.
  4. The Confirm Install of the Operating System display is shown on your console. Press Enter.
  5. The Select a Language Group display appears, which shows the primary language currently installed on the system. The installation media must contain the primary language. To find the appropriate feature code for your language, refer to Feature codes for language version.
                                 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
     
     

    If you need to change the feature, type the numbers of the feature code for the language you want.

    Press Enter.

  6. Either the Confirm Language Feature Selection display or the Confirm Service Tools Language display is shown on your console. Press Enter.
  7. If the Add All Disk Units to the System menu does not appear, go to step 9.
  8. 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, continue with step 8.b.
                              Add All Disk Units to the System
                                                                   System: XXXX
       
       Non-configured device parity capable disk units are attached
       to the system.  Disk units cannot 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.
       Configured disk units must have parity enabled at DST.
      
       Select one of the following:
      
            1. Perform any disk configuration at SST
            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. Select the option Work with device parity protection.
      6. Select the appropriate option for starting 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 system 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.
      10. An in-progress display that indicates the status of the function is shown.
      11. Return to the IPL or Install the System display.
    2. If the Add All Disk Units to the System menu appears, it could look like the following example.
                              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
      If you will be creating logical partitions later, you do not want to configure all units now. Refer to the validated output from the IBM System Planning Tool (SPT) supplied by IBM for the configuration selection. To access the tool, go to the IBM System Planning Tool website .
      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 completes, continue the manual installation process with the next step.

      This completes the subtask for adding disk units.

  9. Status displays are displayed on the console. You do not need to respond to these status displays. Some of the IPL steps might take a long time. The time varies depending on how much data recovery is required for your system.
  10. You might see the following display.
    
                                        Message                             
                                                                            
     Message ID  . . . . . . :   CPA2055      Type . . . . . . . :   Inquiry
     From program  . . . . . :   ITLOADFO     Severity . . . . . :   99     
                                                                            
     Message . . . . . :   The next volume in the sequence is needed to     
       continue the installation process.                                   
                                                                            
     Cause . . . . . . :   The end of the volume has been reached.          
                                                                            
     Recovery  . . . . :   Load the next volume on the installation device. 
                                                                            
                                                                            
                                                                            
                                                                            
                                                                            
                                                                            
                                                                            
     Type choice, press Enter.                                              
                                                                            
       Reply . . . . .   1         1=Continue, 2=End installing             

    If you see this display, load the first volume of installation media that contains the operating system. Throughout the remainder of these procedures, load the next volume when prompted by the system. When you are installing from optical media, wait until the In Use indicator goes out before you continue.

  11. The Install the Operating System display appears when the IPL for the Licensed Internal Code completes. The XX's in the following display indicate default date and time values.
                              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.)
  12. Status messages are displayed during the installation process. You do not need to respond to these displays. The following is an example of a status display. This display might be present for 2 hours or more. The display is blank for a time between stage 4 and stage 5.
    Message ID . . : CPI2070                      IBM i Installation Status
                                                                                    
                 +----------------------------------------------------+             
       Stage  6  |                        58%                         |             
                 +----------------------------------------------------+             
                                                                                    
                                                                                    
     Installation                                                       Objects     
     Stage                                               Completed      Restored    
        2 Restoring programs to library QSYS  . . . . . :   X             13637     
                                                                                    
        3 Restoring language objects to library QSYS  . :   X             01540     
                                                                                    
        4 Updating program table  . . . . . . . . . . . :   X                       
                                                                                    
        5 Installing database files . . . . . . . . . . :   X                       
                                                                                    
     >> 6 Installing base directory objects . . . . . . :                           
                                                                                    
        7 Completing installation . . . . . . . . . . . :                           
                                                                                    
        
  13. The Sign On display appears on your console.
                                   Sign On
                                                   System. . . . . . :  XXXX
                                                   Subsystem . . . . :  XXXX
                                                   Display . . . . . :  XXXXXXXX
     
             User. . . . . . . . . . . . . . . .   QSECOFR
             Password  . . . . . . . . . . . . .
             Program/procedure . . . . . . . . .   ________
             Menu  . . . . . . . . . . . . . . .   ________
             Current library . . . . . . . . . .   ________
     
     
     
    Type the following and press Enter:
    • User: QSECOFR
    • Password: (Enter password, if required.)
  14. 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  . . . .  N                Y=Yes, N=No
     
     
       Set major system options. . . . . . . . .  N                Y=Yes, N=No
       Define or change system at IPL. . . . . .  N                Y=Yes, N=No
     
     
     
     
    Notes: 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.)
    • Set major system options: N
  15. The Edit Rebuild of Access Paths display could be shown. If it is, press Enter to continue.
  16. You see the Status display again.
    Message ID . . : CPI2070                      IBM i Installation Status
                                                                                    
                 +----------------------------------------------------+             
       Stage  6  |                        58%                         |             
                 +----------------------------------------------------+             
                                                                                    
                                                                                    
     Installation                                                       Objects     
     Stage                                               Completed      Restored    
        2 Restoring programs to library QSYS  . . . . . :   X             13637     
                                                                                    
        3 Restoring language objects to library QSYS  . :   X             01540     
                                                                                    
        4 Updating program table  . . . . . . . . . . . :   X                       
                                                                                    
        5 Installing database files . . . . . . . . . . :   X                       
                                                                                    
     >> 6 Installing base directory objects . . . . . . :                           
                                                                                    
        7 Completing installation . . . . . . . . . . . :                           
                                                                                    
        
  17. Additional display messages could be shown.

    Press Enter after each message to continue.

  18. The IBM i Main Menu (or the menu you chose as an initial menu) appears on your console.
You have completed the installation of the IBM i operating system.

For most upgrades, continue with Replacing the licensed programs. If you are replacing software of the same version and release, however, do not replace any other licensed programs. Complete the tasks in Checklist: Completing the replacement of the same IBM i release.