Install, Upgrade, Migrate, and Recovery for IBM i OS

Troubleshooting

Problem

This document provides a quick reference for common IBM i OS installation, upgrade, migration, and recovery tasks. It also includes links to additional documents such as the IBM i OS installation manual, backup manual, Memo to users, PTF information, and more.

Resolving The Problem

Click on the arrow to expand the section that describes the task you would like to accomplish. This section will provide links to the appropriate documentation to complete the task.

Installation

Installation of a new system using IBM distribution media

Install Release	Guide	Chapter	Additional Documentation
7.1	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-11)	Chapter 11. Installing IBM i and related software on a new system or logical partition	PSP IBM i Software Installation Information, 7.1 Memo To Users, 7.1
7.2	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-12)	Chapter 12 Installing IBM i and related software on a new system or logical partition	PSP IBM i Software Installation Information, 7.2 Memo To Users, 7.2
7.3	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-13)	Chapter 12 Installing IBM i and related software on a new system or logical partition	PSP documentation * Memo To Users, 7.3
7.4	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-14)	Chapter 12 Installing IBM i and related software on a new system or logical partition	PSP documentation * Memo to Users, 7.4
7.5	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-15)	Chapter 12 Installing IBM i and related software on a new system or logical partition	PSP documentation * Memo to Users, 7.5

Installation of a new system using backup media from another system or partition

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Appendix D. Recovering your system to a different system	PSP IBM i Software Installation Information, 7.1 Memo To Users, 7.1
7.2	IBM i Version 7.2 Systems Management Recovering your system (SC41-5304-11)	Appendix D. Recovering your system to a different system	PSP IBM i Software Installation Information, 7.2 Memo To Users, 7.2
7.3	IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12)	Appendix D. Recovering your system to a different system	PSP documentation * Memo To Users, 7.3
7.4	IBM i Version 7.4 Systems Management Recovering your system (SC41-5304-13)	Appendix D. Recovering your system to a different system	PSP documentation * Memo to Users, 7.4
7.5	IBM i Version 7.5 Systems Management Recovering your system (SC41-5304-14)	Appendix D. Recovering your system to a different system	PSP documentation * Memo to Users, 7.5

Installation of a new system with iASP using backup media from another system or partition

Install Release	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	PSP IBM i Software Installation Information, 7.1 Memo To Users, 7.1
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	PSP IBM i Software Installation Information, 7.2 Memo To Users, 7.2
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	PSP documentation * Memo To Users, 7.3
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	PSP documentation * Memo to Users, 7.4
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	PSP documentation * Memo to Users, 7.5

Installation of a new logical partition using backup media from another system or partition

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Appendix D. Recovering your system to a different system	PSP IBM i Software Installation Information, 7.1 Memo To Users, 7.1
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Appendix D. Recovering your system to a different system	PSP IBM i Software Installation Information, 7.2 Memo To Users, 7.2
7.3	IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12)	Appendix D. Recovering your system to a different system	PSP documentation * Memo To Users, 7.3
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Appendix D. Recovering your system to a different system	PSP documentation * Memo to Users, 7.4
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Appendix D. Recovering your system to a different system	PSP documentation * Memo to Users, 7.5

Upgrade

Upgrade of same system

Target Release	Guide	Chapter	Additional Documentation
7.1	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-11)	Chapter 5. Preparing to upgrade or replace IBM i software And Chapter 6. Upgrading or replacing software using automatic installation And Chapter 8. Checklist: Completing the IBM i upgrade or replacement	- APAR II14482 - REQUIRED PTFS FOR UPGRADING TO 7.1 - Program Conversion (if upgrading from 5.4) - PSP IBM i Software Installation Information, 7.1 - Memo To Users, 7.1 - Discontinued Products - Make sure your hardware can go to 7.1 using System to IBM i Maps - Pre-upgrade verification tool
7.2	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-12)	Chapter 6 Preparing to upgrade or replace IBM i software and Chapter 7 Upgrading or replacing software using automatic installation and Chapter 9 Checklist: Completing the IBM i upgrade or replacement	-Required PTFs for upgrade to 7.2 -PSP IBM i Software Installation Information, 7.2 -Memo To Users, 7.2 -Discontinued Products -Make sure your hardware can go to 7.2 using System to IBM i Maps - Pre-upgrade verification tool
7.3	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-13)	Chapter 6 Preparing to upgrade or replace IBM i software and Chapter 7 Upgrading or replacing software using automatic installation and Chapter 9 Checklist: Completing the IBM i upgrade or replacement	- Required PTFs for upgrade to 7.3 - PSP documentation * - Memo To Users, 7.3 - Discontinued Products - Make sure your hardware can go to 7.3 using System to IBM i Maps - Pre-upgrade verification tool
7.4	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-14)	Chapter 6 Preparing to upgrade or replace IBM i software and Chapter 7 Upgrading or replacing software using automatic installation and Chapter 9 Checklist: Completing the IBM i upgrade or replacement	- Required PTFs for upgrade to 7.4 - PSP documentation * - Memo to Users, 7.4 - Discontinued Products - Make sure your hardware can go to 7.4 using System to IBM i Maps - Pre-upgrade verification tool
7.5	IBM i: IBM i and related software Installing, upgrading, or deleting IBM i and related Software (SC41-5120-15)	Chapter 6 Preparing to upgrade or replace IBM i software and Chapter 7 Upgrading or replacing software using automatic installation and Chapter 9 Checklist: Completing the IBM i upgrade or replacement	- Required PTFs for Upgrade to 7.5 - PSP documentation * - IBM i: Memo to Users 7.5 - Discontinued Products - Make sure your hardware can go to 7.5 using System to IBM i Maps - Pre-upgrade verification tool

Upgrade/Migration to another system

Target Release	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 15. Release-to-Release Support. *Section*: Previous release to current release support	- APAR II14482 - REQUIRED PTFS FOR UPGRADING TO 7.1 - Program Conversion (if upgrading from 5.4) - Memo To Users, 7.1 - PSP IBM i Software Installation Information, 7.1 - Discontinued Products - Pre-upgrade verification tool
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 14. Release-to-Release Support *Section*: Previous release to current release support	- Required PTFs for Upgrading to IBM i 7.2 - PSP SF98116 IBM i Memo To Users, 7.2 - PSP SF98180 IBM i Software Installation Information, 7.2 - Discontinued Products - Pre-upgrade verification tool
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 14. Release-to-Release Support *Section*: Previous release to current release support	- Required PTFs for upgrade to 7.3 - PSP documentation * - Memo To Users, 7.3 - Discontinued Products - Pre-upgrade verification tool
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 14. Release-to-Release Support *Section*: Previous release to current release	- Required PTFs for Upgrading to IBM i 7.4 - PSP documentation * - IBM i: Memo to Users 7.4 - Discontinued Products - Pre-upgrade verification tool
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 14. Release-to-Release Support *Section*: Previous release to current release	- Required PTFs for Upgrading to IBM i 7.5 - PSP documentation * - IBM i: Memo to Users 7.5 - Discontinued Products - Pre-upgrade verification tool

Migration

Migration from one system to another system at the same release

Target Release	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Appendix D. Recovering your server to a different server	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Appendix D. Recovering your server to a different server	N/A
7.3	IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12)	Appendix D. Recovering your system to a different system	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Appendix D. Recovering your system to a different system	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Appendix D. Recovering your system to a different system	N/A

Upgrade/Migration to another system

Target Release	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 15. Release-to-Release Support. *Section:* Previous release-to-current release support	- APAR II14482 - REQUIRED PTFS FOR UPGRADING TO 7.1 - Program Conversion (if upgrading from 5.4) - Memo To Users, 7.1 - PSP IBM i Software Installation Information, 7.1 - Pre-upgrade verification tool
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 14. Release-to Release Support *Section*: Previous release to current release support	- Required PTFs for Upgrading to IBM i 7.2 - PSP SF98116 IBM i Memo To Users, 7.2 - PSP SF98180 IBM i Software Installation Information, 7.2 - Pre-upgrade verification tool
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 14. Release-to Release Support *Section*: Previous release to current release support	- Required PTFs for upgrade to 7.3 - PSP documentation * - Memo To Users, 7.3 - Pre-upgrade verification tool
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 14. Release-to Release Support *Section*: Previous release to current release support	- Required PTFs for Upgrading to IBM i 7.4 - PSP documentation * - IBM i: Memo to Users 7.4 - Pre-upgrade verification tool
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 14. Release-to Release Support *Section*: Previous release to current release support	- Required PTFs for Upgrading to IBM i 7.5 - PSP documentation * - IBM i: Memo to Users 7.5 - Pre-upgrade verification tool

Synchronization: Updating a system with another system's current data (same release)

Target Release	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 16: System synchronization: Planning and procedures	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 15. System synchronization: Planning and procedures	N/A
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 15. System synchronization: Planning and procedures	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 15. System synchronization: Planning and procedures	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 15. System synchronization: Planning and procedures	N/A

Disaster Recovery

Disaster Recovery to the same system (Basic)

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Appendix C. Recovering your system	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Appendix C. Recovering your system	N/A
7.3	IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12)	Appendix C. Recovering your system	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Appendix C. Recovering your system	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Appendix C. Recovering your system	N/A

Disaster Recovery to a different system (Basic)

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Appendix D. Recovering your system to a different system	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Appendix D. Recovering your server to a different server	N/A
7.3	IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12)	Appendix D. Recovering your system to a different system	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Appendix D. Recovering your system to a different system	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Appendix D. Recovering your system to a different system	N/A

Disaster Recovery with Independent ASPs

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	N/A
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 3 - Checklist 21: Recovering your entire system after a complete system loss including independent auxiliary storage pools	N/A

Disaster Recovery of a logical partition to another logical partition

Target	Guide	Chapter	Additional Documentation
7.1	System i: Systems management Recovering your system (SC41-5304-10)	Chapter 3 – Checklist 22: Restoring a logical partition to another logical partition	N/A
7.2	System i: Systems management Recovering your system (SC41-5304-11)	Chapter 3 - Checklist 22: Restoring a logical partition to another logical partition	N/A
7.3	System i: Systems management Recovering your system (SC41-5304-12)	Chapter 3 - Checklist 22: Restoring a logical partition to another logical partition	N/A
7.4	System i: Systems management Recovering your system (SC41-5304-13)	Chapter 3 - Checklist 22: Restoring a logical partition to another logical partition	N/A
7.5	System i: Systems management Recovering your system (SC41-5304-14)	Chapter 3 - Checklist 22: Restoring a logical partition to another logical partition	N/A

IBM i Documentation link

https://www.ibm.com/docs/en/i

Additional Links:
Standard and Keyed Media Set - Master List
Installation and Setup Planning
Release life cycle
System to IBM i maps
i5/OS Resaves

Ordering upgrade images from Electronic Software Support (ESS)
Entitled Software Support - Download media, retrieve license keys, and so on.

References:

* Use the first filter to select the "Preventative Service Planning" and the second filter to select the Version. The Version filter contains levels in two different formats, for example "750" and "7.5.0". Either format can be selected. Additional information can be found in:
IBM i APARs/PTFs have migrated to Known Issues/Fix Information

[{"Type":"MASTER","Line of Business":{"code":"LOB68","label":"Power HW"},"Business Unit":{"code":"BU070","label":"IBM Infrastructure"},"Product":{"code":"SWG60","label":"IBM i"},"ARM Category":[{"code":"a8m0z000000cwp6AAA","label":"Save Restore"}],"ARM Case Number":"","Platform":[{"code":"PF012","label":"IBM i"}],"Version":"7.1.0;7.2.0;7.3.0;7.4.0;7.5.0"}]

Historical Number

480731594

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Document Information

More support for:
IBM i

Component:
Save Restore

Software version:
7.1.0, 7.2.0, 7.3.0, 7.4.0, 7.5.0

Operating system(s):
IBM i

Document number:
643341

Modified date:
10 April 2025

UID

nas8N1018774

IBM Support

Tips

Install, Upgrade, Migrate, and Recovery for IBM i OS - Documentation Quick Reference

Troubleshooting

Problem

Resolving The Problem

Installation of a new system using IBM distribution media

Installation of a new system using backup media from another system or partition

Installation of a new system with iASP using backup media from another system or partition

Installation of a new logical partition using backup media from another system or partition

Upgrade of same system

Upgrade/Migration to another system

Migration from one system to another system at the same release

Upgrade/Migration to another system

Synchronization: Updating a system with another system's current data (same release)

Disaster Recovery to the same system (Basic)

Disaster Recovery to a different system (Basic)

Disaster Recovery with Independent ASPs

Disaster Recovery of a logical partition to another logical partition

Historical Number

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