Checklist: IBM i software installation readiness

Use this checklist to help consolidate and verify that you complete all the preparation tasks for a new IBM i software installation.

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. This information summarizes the major tasks that you need to do before you begin to install your software.

Before you begin

  1. Use the following websites to verify that your server model meets the requirements to support the new release.
  2. Know 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 Power® Systems Hardware documentation.
  3. 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.
  4. Understand the different Types of software installation devices. The installation tasks are different based on the optical media that you use.

Software preinstallation tasks

Perform the following tasks that are appropriate for your system.

  1. Verifying the contents of your software order
    1. Identifying and reviewing information resources
    2. Verifying the correct optical distribution media
    3. Verifying license keys for keyed products
  2. Performing initial installation tasks
    1. Ensuring you have the latest information
    2. Determining disk storage space required for a new installation
    3. Estimating installation time
    4. Preparing your console for software installation
    5. Preparing the installation device and media

After you finish

After the tasks in the preceding checklist and your installation have been completed, consider the following tasks.

  1. Develop a strategy for managing and maintaining your software. For information about software fixes (also known as program temporary fixes or PTFs), 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 Distributing software topic.