Learning Guide

Preparing for an iSeries upgrade

This guide describes how to prepare for an iSeries upgrade. Whether you're upgrading from V4R2 to V4R5 or to V5R4, the information in this guide may be useful to help you avoid some common upgrade-related issues.

TABLE OF CONTENTS
   Chapter 1: Preparing for the upgrade
   Chapter 2: Dealing with management
   Chapter 3: Verify the system requirements
   Chapter 4: Back up your computer
   Chapter 5: Be prepared with PTF's
   Chapter 6: Troubleshooting post-upgrade problems
   Chapter 7: Keeping your iSeries running smooth
   Chapter 8: Just for fun

;Chapter 1: Preparing for the upgradeReturn to Table of Contents

  • iSeries shops plan for upgrades: According to survey, top projects in iSeries shops this year are upgrades and modernization initiatives.

  • New TCP/IP functions to check out when upgrading to i5/OS V5: In this tip, Joe Hertvik discusses some of the newer TCP/IP features that IBM added to the system starting in i5/OS V5R1.

  • iSeries Information Center: This page consist of IBM's search pages for all iSeries licensing information.

  • Preventive service planning (PSP) information. If you're planning a V5R2 upgrade you'll want to review this IBM document for information that could affect your upgrade.

  • Migration Web site: This site provides current migration and upgrade paths, Redbooks, and information on migration in general.

  • Applications for performance management: Before performing an OS/400 upgrade, it's important to collect and analyze performance data. This IBM support documentation will help.

  • Complete cleanup for your iSeries system: It's always a good idea to clean up your iSeries system to remove all of the "garbage" before an upgrade. This Search400.com member-submitted tip explains how.

  • Upgrade iSeries Access for Windows: If you have iSeries Access for Windows installed and want to upgrade to a newer release, IBM shares a few items you should be aware of.

  • Upgrade paths: This IBM support document describes which upgrade paths are available for your current server.

  • Upgrade timeline: This IBM support document provides a time table to help you plan how long you'll need to complete your upgrade.

  • Upgrade terminology: If you don't know what an upgrade term means it makes understanding the upgrade information difficult – this IBM guide will help.

  • Upgrades: The information found in this IBM guide will help you to upgrade from one iSeries model, hardware feature, or i5/OS to another iSeries model, hardware feature, or i5/OS.

  • WebFacing v5.1.2 may save a lot of money: In this Search400.com tip, Web development expert Jim Mason explains how the latest versions of IBM's WebFacing tool could save you a lot of money in hardware and software on an iSeries compared to other 5250 Web-enabling options.

    ;Chapter 2: Dealing with managementReturn to Table of Contents

  • Convincing management an upgrade is needed: In this expert Q&A, systems management expert Rich Belles helps a user to convince his upper management that it is time for an upgrade.

  • How to convince management to upgrade -- Learn how to effectively convince your boss or other management of the need for an upgrade or technology acquisitions in this SearchSMB.com tip.

  • Check IT List: Upgrade or buy new PCs? -- Before you upgrade your PCs, be sure it's the most economical choice for your small or midsized business. IT author and guru Ed Tittel provides a list of questions to consider.

    ;Chapter 3: Verify the system requirementsReturn to Table of Contents

  • Determining storage space required: This IBM document will guide you to learn how much storage is available and how much is required before you start your upgrade.

  • Cleaning up disk storage space: Don't forget to clean your system before your upgrade to free up storage space. This IBM step-by-step instructional sheet will walk you through the process.

  • IBM eServer iSeries support: Software upgrade planning - V5R1: Here's information on hardware, software, statements of direction, product previews and planning.

  • IBM Software Support: This is Upgrade Central. Here you'll find IBM Workplace software -- Fix Lists, system requirements, product documentation and installation instructions.

  • IBM Software Support for WebSphere: Here you'll find WebSphere Portal software -- Fix Lists, system requirements, product documentation and installation instruction.

  • IBM Software - WebSphere Business Integration Server Foundation - System requirements: The page lists the requirements that must be met on both the server and the client to support the basic installation and use of WebSphere Business Integration Server Foundation V5R1.1.

  • IBM Software -- DB2 Content Manager for iSeries -- System requirements: This page has server, client, workflow requirements, hardware DB2 Content Manager for iSeries System requirements, and you'll also get the exact configuration that you'll need.

    ;Chapter 4: Back up your computer Return to Table of Contents

  • Expert advice: Backing up spool files on the iSeries using BRMS: In this expert Q&A, backup & recovery expert Ken Graap walks a user through the process of using BRMS to backup spool files.

  • Ask Search400.com backup and recovery expert Ken Graap your question: Free advice from Search400.com's industry expert.

  • Learning Guide: Backup and recovery -- Make sure your backups and restores are being done correctly with help from these resources.

  • Backup and Recovery Frequently Asked Questions: Use this list of frequently asked questions to access backup and recovery procedures and concepts.

    ;Chapter 5: Be prepared with PTF'sReturn to Table of Contents

  • iSeries recommended fixes - Server firmware: Update policy set to operating system -- these IBM recommendations are made with the understanding that you have already installed the most current Cumulative PTF's to your system.

  • Advanced fix installation -- Build a custom fix package: This IBM page will help you to learn how and why building a custom package may work better for you as a service provider.

  • Stay up to date on PTF's: You can receive the latest fix information directly from the Rochester Support Center directly from IBM's Web page.

  • PTF cover letters: Here you'll find all IBM PTF cover letters by number, date and release for all of the latest releases.

  • WebFacing Tool PTFs: Here's a PTF table for WebSphere Development Studio's current WebFacing tools directly from IBM.

  • Data Management Tools: This page has a listing of PTF's that support IBM's Data Management Tools product -- IMS and DB2 database tools.

  • Enable your iSeries to automatically order fixes: In this Search400.com tip, systems management expert Dan Reusche explains how using the Electronic Service agent, your iSeries system can automatically order fixes and report pending or actual hardware or software problems to IBM.

    ; Chapter 6: Troubleshooting post-upgrade problems Return to Table of Contents

  • Support for iSeries: This is IBM's main support page for the iSeries.

  • Dealing with TCP/IP "hiccups": If you lose your telnet sessions due to a TCP/IP "hiccup", check out this Search400.com member-submitted tip for some good advice.

  • Troubleshooting migration: IBM InfoCenter explains how the following problems can occur when using the post-upgrade tool.

  • How to increase performance by grouping users into separate storage pools: In this Search400.com tip, systems management expert Ron Turull explains that if you're dealing with performance problems you may need to adjust the storage pool on your iSeries.

  • Avoiding Those Post-Upgrade Performance Blues: This article by Tom Edgerton from the Rochester Support Center is a little on the old side, but it has some good information in it that may help you avoid some performance issues.

  • IBM i5/OS & OS/400 release support: Every release of OS/400 software has a support period. Click here to view the timetable.

  • Common iSeries error messages: If you run into error messages after your upgrade, this Search400.com learning guide will help you to figure out what the errors mean.

    ;Chapter 7: Keeping your iSeries running smoothReturn to Table of Contents

  • Printing from the iSeries: You need to print out some reports and distribute them to your users but you're not sure where to start. Check out this Search400.com learning guide for tips and articles to walk you through the process.

  • Blade Servers: This SearchDataCenter.com learning guide provides you with the latest news, tips, white papers, webcast, expert advice and analysis.

  • Simple steps to a secure iSeries: This Search400.com learning guide provides practical advice to keep your system safe during and after an upgrade.

  • Tuning the Performance Adjuster: This tip from sServer magazine describes how the user-defined settings on the Work With Shared Pools (WRKSHRPOOL) command display affect the Performance Adjuster.

  • Performance system values: This IBM document explains how you can automatically adjust memory pools and activity levels.

  • Perfecting iSeries performance: Looking to rev up your disk performance or tune your system? This Search400.com Featured Topic provides news, tips, white papers and webcasts to help you achieve maximum performance on your iSeries.

  • Performance Monitoring on AS/400 and iSeries: This page from Pickett.com defines what different terms mean regarding performance monitoring so you have a clear understanding of the different methods that are available.

    ; Chapter 8: Just for funReturn to Table of Contents

  • Word Search: OS upgrading stress reliever Need a break from all of the latest upgrade talk? Try our stress reliever!

    This was first published in January 2006

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