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

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
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
7.3
(SC41-5120-13)
Chapter 12 Installing IBM i and related software on a new system or logical partition
7.4
(SC41-5120-14)
Chapter 12 Installing IBM i and related software on a new system or logical partition
7.5
(SC41-5120-15)
Chapter 12 Installing IBM i and related software on a new system or logical partition

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
7.2 IBM i Version 7.2 Systems Management Recovering your system (SC41-5304-11) Appendix D. Recovering your system to a different system
7.3 IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12) Appendix D. Recovering your system to a different system
7.4 IBM i Version 7.4 Systems Management Recovering your system (SC41-5304-13) Appendix D. Recovering your system to a different system

 
7.5 IBM i Version 7.5 Systems Management Recovering your system (SC41-5304-14) Appendix D. Recovering your system to a different system

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
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
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
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
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

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
7.2 System i: Systems management Recovering your system (SC41-5304-11) Appendix D. Recovering your system to a different system
7.3 IBM i Version 7.3 Systems Management Recovering your system (SC41-5304-12) Appendix D. Recovering your system to a different system
7.4 System i: Systems management Recovering your system (SC41-5304-13) Appendix D. Recovering your system to a different system
7.5 System i: Systems management Recovering your system (SC41-5304-14) Appendix D. Recovering your system to a different system

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)
Make sure your hardware can go to 7.1 using System to IBM i Maps
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
-Make sure your hardware can go to 7.2 using System to IBM i Maps
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
Make sure your hardware can go to 7.3 using System to IBM i Maps
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
Make sure your hardware can go to 7.4 using System to IBM i Maps
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
Make sure your hardware can go to 7.5 using System to IBM i Maps

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)
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
- PSP SF98116 IBM i Memo To Users, 7.2 
- PSP SF98180 IBM i Software Installation Information, 7.2 

Discontinued Products
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
7.4 System i: Systems management Recovering your system (SC41-5304-13) Chapter 14.
Release-to-Release Support

Section: Previous release to current release
7.5 System i: Systems management Recovering your system (SC41-5304-14) Chapter 14.
Release-to-Release Support

Section: Previous release to current release
 

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)
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
- 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
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
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

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
Note: This is an alternative to Checklist 20: Recovering your entire system after a complete system loss.

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
Note: This is an alternative to Checklist 20: Recovering your entire system after a complete system loss

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
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
 

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Historical Number

480731594

Document Information

Modified date:
10 April 2025

UID

nas8N1018774