Follow these steps to install the IBM i operating system on
a new system or logical partition. You can optionally add disk units
or enable disk protection before the operating system is installed.
- Ensure that the system is powered off
before you begin.
- If you are using
physical media, arrange the installation media that you plan to install
in the following order (you might not have all of these).
Verify that the media contains the correct primary language. See Feature codes for language version for a description of the
language version feature codes.
- Licensed Machine Code.
- IBM i operating
system, IBM-supplied libraries QGPL and QUSRSYS, and all IBM i no-charge options.
- No-charge licensed programs and keyed products.
- Single licensed programs.
Keep the following installation media available for later
use:
- Secondary Language Media (if ordered)
- Cumulative PTF Package (Cydddvrm_01, if ordered)
For descriptions of the optical media, see Media labels and their contents.
- Ensure the following for the system:
- If you are using Operations Console, see the GettingStarted document
in the Documentation directory of the IBM i
Access Client Solutions CD. Section 9.9 Establishing
a Console Connection to IBM i provides instruction on connecting
a LAN console.
- If the installation device has a separate power switch,
set it to the On position.
- Set the IPL type to A and set the mode to Manual. For
servers managed by an HMC, set this in the partition properties (or a partition profile). For
servers not managed by an HMC, use the physical control panel or ASMI.
- Select the alternate restart device. If the server is managed by an HMC, set this in the
partition properties (or a partition profile). For servers not managed by an HMC, the alternate
restart device can be selected in ASMI if the server is running firmware 1060 or later. For older
firmware, where not managed by an HMC, the default alternate restart device for that server model
will be used.
- Start the partition IPL, using the HMC. For servers not managed by an HMC,
use ASMI or the physical control panel power button.
The Dedicated Service Tools (DST) Sign On display appears with message
Enter user and password to IPL or Install the System.
- Enter service tool ID
QSECOFR and the current password.
- If message
QSECOFR password must be changed appears, enter
QSECOFR, press F5, and enter a new password.
- If service tool ID
QSECOFR is expired, the change password display appears.
Enter a new password to continue.
- 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
If you have not already set
the console mode and your system is not HMC managed, set the console mode now.
- At the IPL or Install the system display, select option 3 to access Dedicated Service Tools
(DST).
- Select option 5 (Work with DST environment).
- Select option 2 (System devices).
- Select option 6 (Console mode).
- Select the valid console that you have for this partition.
Note: If you are using Operations
Console (LAN) as your console type, press Enter on the verify window. You can also press F11 to
review your network configuration.
- Select 1 (Yes) or 2 (No) for the option to allow the console to be taken over by another console
in the event of a 5250 console failure. When this option is turned on, the system does not stop with
a failure but continues to run uninterrupted. For more information, see the topic Console takeover and recovery.
Press Enter and then press F3 to return to the
DST main menu.
- Press F3 to exit DST and return to the IPL or Install the System display.
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
- If you are using physical media, 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. Also ensure that you have
removed other media from devices that are not involved in the upgrade.
- On the IPL or Install the System display, type
2 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
6. Optical container
7. Network tape
Type the number that corresponds to the correct device type and press Enter.
- The Confirm Install
of the Operating System display is shown on your console. Press Enter.
- The Select a Language Group display, which
shows the primary language currently on the system, appears. This
language must be available on the installation media. Refer to Feature codes for language version for
a list of language feature codes.
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
Verify that the displayed
value is correct, or type the numbers of the feature code for the language you want. Press
Enter.
- After you enter the language feature, the Confirm Language
Feature Selection display appears on your console. Press Enter.
- If the Add All Disk Units to the System menu is not shown,
go to the IPL Step in Progress display in step 16.
- Adding disk units subtask:
- 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, go to step 15.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:
- Select option 2 to perform disk configuration at DST.
- Sign on at the Dedicated Service Tools Sign-on prompt and return to the Use Dedicated Service
Tools (DST) menu.
- Select the option, Work with disk units.
- Select the option, Work with disk configuration.
- Section the option, Work with device parity protection.
- Select the option, Start device parity protection.
- 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.
- You might see a Confirm Continuation display that indicates that the system must perform a
directory recovery. Press Enter to continue.
- 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. An in-progress display that
indicates the status of the function is shown.
- Return to the IPL or Install the System display.
- If you see the following display, continue with this step.
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.
Attention: (For logical partitions only) Before you add disk units to
this partition, ensure you have the correct I/O resources assigned. You might not want to configure
all disk units now. Refer to the validated output from the System Planning Tool supplied by IBM® for the configuration selection. To access the tool, go to the
System Planning Tool
website.
Type 3 and press Enter.
- 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
_ __________________________________________________________
_ __________________________________________________________
- 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
- 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
- When the process is completed, continue the software installation
process with the next step.
This completes the subtask for adding
disk units.
- Status displays appear on the console. You do
not need to respond to any of these displays. The following is an
example of a status display:
Licensed Internal Code IPL in Progress
IPL:
Type . . . . . . . . . : Attended
Start date and time . . : xx/xx/xx xx:xx:xx
Previous system end . . : Normal
Current step/total. . . : 1 16
Reference code detail . : C6004050
IPL step . . . . . . : Storage Management Recovery
The following list shows some of the IPL steps that are shown
on the IPL Step in Progress display.
- Authority Recovery
- Journal Recovery
- Database Recovery
- Journal Synchronization
- Start the Operating System
- The Install the Operating System display appears.
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.)
- Status messages appear during the installation process.
You do not need to respond to any of these status displays. The following
is an example of a status display. The display is blank for a time
between stage 4 and stage 5.
Message ID . . : CPI2070 IBM i Installation Status
+----------------------------------------------------+
Stage 2 | 33% |
+----------------------------------------------------+
Installation Objects
Stage Completed Restored
1 Creating needed profiles and libraries . . . . : X
>> 2 Restoring programs to library QSYS . . . . . . : 04548
3 Restoring language objects to library QSYS . . :
4 Updating program table . . . . . . . . . . . . :
5 Installing database files . . . . . . . . . . :
6 Installing base directory objects. . . . . . . :
- Messages similar to the following might appear:
Display Messages
System: XXXX
Queue . . . . . : QSYSOPR Program . . . . : *DSPMSG
Library . . . : QSYS Library . . . :
Severity . . . . : 10 Delivery . . . : *BREAK
Press Enter to continue.
System operator message queue QSYSOPR created again.
Console values lost.
Press Enter.
- The Sign On display is shown.
Sign On
System. . . . : XXX
Subsystem . . : XXXXX
Display . . . : XXXXXXXX
User. . . . . . . . . . . . . . QSECOFR
Program/procedure . . . . . . . ________
Menu. . . . . . . . . . . . . . ________
Current library . . . . . . . . ________
Type
QSECOFR for the
User prompt.
Press Enter.
- 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. . . . . . . . . Y Y=Yes, N=No
Define or change system at IPL. . . . . . N Y=Yes, N=No
Last power-down operation was ABNORMAL
Notes:
- Ignore the last power-down operation message on the IPL Options display.
- 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.)
- Start system to restricted state
Y
- Set major system options
Y
- The Set Major System Options display
appears.
Set Major System Options
Type choices, press Enter.
Enable automatic configuration . . . . . . Y Y=Yes, N=No
Device configuration naming . . . . . . . *NORMAL *NORMAL, *S36,
*DEVADR
Default special environment. . . . . . . . *NONE *NONE, *S36
Respond to the prompts on the Set Major System Options
display.
- Enable automatic configuration
The value Y (Yes) automatically
configures local devices. N (No) indicates no automatic configuration.
- Device configuration naming
Specify *NORMAL to use a naming
convention unique to the IBM i operating
system. The value *S36 uses a naming convention similar to System/36.
Refer to the book, Local Device Configuration, SC41-5121-00, for information about device configuration naming
and *DEVADR.
- Default special environment
The default value *NONE indicates
no special environment. *S36 sets up the System/36 environment. Refer
to the book, System/36 Environment Programming, SC41-4730, for more information about working in the System/36 environment.
Press
Enter.
- Several Display Messages displays could be shown. Press
Enter for each message display to continue.
The following
display is an example of a message that could be shown:
Display Messages
System: XXXX
Queue . . . . . : QSYSOPR Program . . . . : *DSPMSG
Library . . . : QSYS Library . . . :
Severity . . . . : 60 Delivery . . . : *BREAK
Press Enter to continue.
System object QWCSCPF created again during IPL.
- The Edit Rebuild of Access Paths display
could be shown. If it is, press Enter to continue.
- 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 . . . . . . . . . . . :
- The Sign On display appears on the console after the installation
has completed.
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.)
- A message
Your password has expired might
appear. Press Enter. The Change Password display appears. Change the
password from QSECOFR to your own choice. First enter the old password,
QSECOFR. Then enter the new password of your choice. Enter the new
password again as verification.
- Several Display Messages displays are shown. To continue,
press Enter for each message display.
The following
display is an example of a message that could be shown:
Display Messages
System: XXXX
Queue . . . . . : QSYSOPR Program . . . . : *DSPMSG
Library . . . : QSYS Library . . . :
Severity . . . . : 10 Delivery . . . : *BREAK
Press Enter to continue.
Library QHLPSYS in SYSVAL QSYSLIBL not found.
- The Work with Software Agreements display
appears. Select to display the software agreements for *MCHCOD (which
includes Licensed Internal Code) and the IBM i operating system (5770SS1).
Read and accept these agreements. If the software agreements are declined,
you are given the choice to either power down the system or return
and accept the agreements. Press Enter.
- When the IBM i Main
Menu appears on your console, you have completed the task of installing
the operating system.