Upgrade checklist

The upgrade checklist is comprised of a complete list of all the tasks for upgrading a server. You can obtain a list of the tasks associated with upgrading your server and learn who is responsible for each task.

If the responsibility states client and reseller, or client and IBM®, you should ensure that you work in cooperation with your reseller or IBM to complete that task.

Several of the tasks in the checklist are embedded in other tasks. A higher-level task might state client and reseller, or client and IBM; however, the majority of the tasks within that section might be your responsibility, meaning that for a few of the tasks within that section, ensure that you work in cooperation with your reseller or IBM.

Use this checklist as a guide to complete your upgrade. If you prefer not to use this checklist, you can read through all the tasks in Upgrading the server. The tasks in that section are in the same order as they appear in this checklist.

The term reseller often refers to your IBM Business Partner. IBM refers to your authorized service provider.

Before you begin
__ The Upgrade checklist is divided into stages. Before completing this checklist, ensure that you understand the stages involved when upgrading the server. To understand the basics of each stage and where certain tasks fall, see Upgrade timeline.
Server upgrade tasks Responsibility
__ Planning tasks for upgrading your server Client and reseller
               
__ Order tasks for upgrading your server
  __ Configuring your order Client and reseller
  __ Validating your order Client and reseller
  __ Validating your upgrade project plan Client, IBM, and reseller
  __ Placing your order Client and reseller
               
__ Preparation tasks for upgrading your server
  __ Confirming your upgrade schedule Client
  __ Preparing your environment Client and IBM
    __ Adding, replacing, or removing a hardware feature Client and IBM
      __ Preparing for feature upgrade Client
      __ Performing the feature upgrade Client and IBM
      __ Performing resource management Client
    __ Activating inactive resources Client and IBM
    __ Converting expansion units for a partitioned server Client and IBM
      __ Expansion unit conversion paths and considerations Client
      __ Preparing to convert the expansion unit Client
        __ Resequencing SPCN addressing Client
        __ Printing and preparing the configuration for expansion unit conversion Client
    __ Cleaning up disk storage Client
    __ Cleaning up server hardware Client
    __ Adjusting memory and processing resources Client
    __ Changing configuration objects Client
    __ Gathering performance data Client
    __ Preparing your console Client
    __ Backing up data Client
  __ Developing your test plan Client
  __ Scheduling your acceptance review Client
               
__ Preinstallation tasks for upgrading your server
  __ Printing server information for server upgrade Client
  __ Copying LPAR configuration Client
  __ Recording user IDs and passwords Client
  __ Preparing your location for the upgrade Client
  __ Reviewing your project and contingency plans Client
               
__ Installation tasks
  __ Ensuring that you have completed the necessary tasks Client
  __ Installing software Client
    __ Updating, migrating, and preparing AIX for server upgrade Client
    __ Upgrading IBM i and related software Client
    __ Upgrading and preparing Linux for server upgrade Client
      __ Preparing Red Hat Enterprise Linux for server upgrade Client
      __ Preparing SUSE Linux Enterprise Server for server upgrade Client
    __ Installing fixes Client
    __ Backing up the server Client
  __ Installing the hardware Client and IBM
    __ Completing final server preparations for upgrade Client
    __ Providing checklists and server information Client and IBM
    __ Shutting down the server Client
    __ Performing hardware installation (authorized service provider) IBM
    __ Receiving the target server Client and IBM
               
__ Postinstallation tasks for upgrading your server
  __ Completing server configuration Client
  __ Saving server logical partitions and all firmware Client
  __ Testing your server Client
               

After you complete the tasks in the preceding checklist, consider the following task.

After you finish
__ You might want to monitor and tune the performance of the server. For more information, see Tuning performance .