TAA Tools

Installing from the .iso File

Refresh Date: Aug 15, 2019
Refresh Number: 70
Applies to IBM i Releases 7.2, 7.3, and 7.4


Please make sure you have the following PTFs or their supersedes installed on your system. These correct IBM problems that may cause an install failure. The problem was reported as APAR SE66239.

R710 SI63541 (if installing R68 or earlier)
R720 SI63531
R730 SI63540

In addition the following PTF is required on 7.3 in order for some of the authorization list tools to work properly:

R730 SI60781

No known PTFs are required for 7.4 at this time.

7.1 Support

Refresh 68 (April 15, 2018) is the last refresh for IBM i 7.1. Fixes to 7.1 tools will continue to be made on an “as needed” basis until April 30, 2021.


You should use the installation process and not attempt to save the TAATOOL and TAASECURE libraries from one system and restore to another system or even another partition on the same system.

If the tools do not already exist on your system, you will need both *SECADM and *ALLOBJ special authorities to do the initial install. If they do exist, then you could also do an install if you are on the TAAINSTALL authorization list with *USE authority.


The TAA Productivity Tools are licensed to a specific serial number and software tier. You may install the TAA Productivity Tools on an unlicensed system for a maximum of seven days. After this you will need a demo license or a full license. Keys for either may be obtained by contacting TAA Tools support.

You should not attempt to install the TAA Productivity Tools unless you have at least 2 GB of free space on your system. If you have less than 2 GB of free space, see the section later in this document. After the install is completed, the TAA Productivity Tools require approximately 600 MB.

The TAATOOL objects are shipped in a compressed form. The size of the TAATOOL library will increase as you use the objects.

The TAA Archive is standard and contains a compressed version of all of the source. If you have a full license, you may display or ‘copy out’ any of the source. After installing, see the CPYTAA, CPYTAA2, or CPYTAAALL commands to ‘copy out’ the source.

If you have changed the defaults for the system RSTLIB command in QSYS, you must change back to the system defaults.


You can contact support by emailing support or calling 507-258-5182. Telephone support is available Monday through Friday 9:00 AM to 5:00 PM Eastern Time.


Full documentation for all tools is available on our web site: https://taatool.com/.

After installation, all documentation for the TAA Tools is available within the tool itself. Use the WRKTAA command to see the tool documentation. Use the HELPTAA command to view all of the “How To” documentation for the tools.

Installing from the .iso file

TAA Productivity Tools installation can be done either by physical CD or by CD image. This article explains how to install from a CD image contained in the .iso file. See these instructions to install from a physical CD.

The .iso file you have downloaded is a CD image file. It will be named VvRrMm_yymmdd.iso where VvRrMm is the IBM i version of the tools and yymmdd is the refresh date of the tools.

If you have a .iso file, you will need to transfer it to the IFS on your system and use it by mounting it into a virtual CD drive. This is described in the steps below.

The .iso file is not specific to a serial number. You can use the same file on any system partition that is at the correct release for that file. You will need a key from TAA Tools for that serial number and IBM i release.

Remote Install: You can use an .iso file to install on several IBM i servers including those that you cannot physically access. In addition, if you have a physical CD, you can make an .iso file from that and use that image with these instructions. See the steps below.

Advanced Users: If you have several partitions you may be able to set up a real optical device on the hosted partitions that points to a virtual optical device on the hosting partition. By mounting the TAA Tools CD image into that virtual optical device on the hosting partition you can make the CD appear to be loaded on all hosted partitions. The procedure for doing so depends on how your paritioning environment is set up. You may need to contact your business partner for help with this configuration.

Gather your Information

You will need the following information:

Introducing Samantha Smith

We will use a fictional user, Samantha Smith, to illustrate some of the steps. You, of course, will need to change these instructions to use your own user name, home directory, and IP name or address.

Ms. Smith will be installing the 7.4 version of the tools dated August 15, 2019. Her CD image will be the file V7R$M0_190815.iso.

Step 1: If needed, create a CD image from a physical CD

Note: If you have a downloaded .iso file from TAA you can skip this step.

If you have a physical CD you can create an CD image from the CD by using any number of data CD ripping tools from a personal computer. Make sure, however, that the resulting image you create supports long file names. The .iso image will fail to install if you use the DOS 8.3 naming scheme to create it.

Step 2: Upload the .iso file to the IFS

There are many ways to get the .iso file into the IFS. You can use FTP, SFTP, IBM i NetServer support, IBM’s Access for Windows, IBM’s Access Client Solutions (ACS), or one of the many graphical FTP/SFTP clients available on the web, to upload the image to the IFS.

Of these, ACS is recommended since it can be done by selecting “Integrated File System” from the main menu and then “Upload” from the View menu.

If you use FTP make sure to transfer the file in binary mode. You could use the following steps for transferring the file from your workstation to the IBM i IFS using FTP.

The example below is specific to Ms. Smith, FTP, and Microsoft Windows. You will need to modify the IBM i system, the directory names, and the CD image file name as necessary.

Ms. Smith has opened a command line window using the cmd application.

cd Downloads                      <--- this should get to C:\Users\ssmith\Downloads
ftp blackbird.megacorp.com        <--- start an FTP session
<enter user id and password>      <--- login to IBM i
quote site namefmt 1              <--- directs the IBM i server to use PC-like names
cd ~                              <--- go to the home directory (/home/ssmith)
bin                               <--- place the session in binary mode
put V7R4M0_190815.iso             <--- put the 7.4 CD image to the home directory
quit                              <--- all done

Step 3: Create a virtual optical drive

Note: By convention, virtual optical drives are named OPTVRTnn, where nn is a number.

Note: If a virtual optical drive is already created you may be able to use that one. You can check to see if you have any virtual optical drives by using the WRKCFGSTS CFGTYPE(*DEV) CFGD(*OPT) command. The device you want to use must be varied on.

If you are installing on a partition that lacks an optical drive you can create a virtual optical drive from which to install the .iso file.


You will need to make the drive available as well:


If you do vary on the device, then you should vary it off in step 8.

Step 4: Create an image catalog

An image catalog can be viewed as a CD changer. Each entry in the catalog is a virtual CD or DVD and the catalog has the ability to move through them.

An image catalog is associated with a directory on the IFS that holds the .iso stream files that are the CD images. This directory is associated with the image catalog when the image catalog is created.

You can create an image catalog to hold the TAA Productivity Tools .iso file or you can use an existing one.

We recommend that you use the TAAIMAGES catalog and the /TAAIMAGES directory.

To create an image catalog use the CRTIMGCLG command, for example the following command creates an image catalog over the directory /TAAIMAGES in the IFS. If the /TAAIMAGES directory does not exist this command would create it.


Step 5: Add an entry to the image catalog

Once you have an image catalog you need to add the .iso file containing the TAA Productivity Tools to that catalog. This is done with the ADDIMGCLGE command. The .iso file is assumed to be in your home directory on the IFS. The process of adding the entry will copy that .iso file to the directory associated with the image catalog.

Following our example, the command below adds the 7.4 TAA Tools .iso file for the October 15, 2018 (R69) refresh from Samantha Smith’s home directory to the image catalog.


Your FROMFILE parameter will be the name of the .iso file you uploaded into your home directory in step 2. It may be different than the example.

Step 6: Load and mount the virtual CD

Step 7: Begin installation

Make sure that you can restore all of the objects including authorization lists. To do this you will need to set the system value QALWOBJRST to *ALL.


If the value is not *ALL, record the current value and temporarily change it so the install can proceed.


Once mounted, the virtual optical device can be used to install the TAA Productivity Tools.


The install process will display a series of prompt screens with help text and options. You may access more text about the product by using function keys. You may specify options such as whether to have a separate command library.

The install work is done by the TAAINSTALL job that is submitted to batch. You may specify when the batch job is to run. It takes about 20 minutes to install the product on a dedicated small system.

Installing the product will first delete the existing tools. You should ensure that no user is using a tool during the batch installation.

If the TAA Productivity Tools are successfully installed, the install libraries TAAINS, TAAINSLIC, and TAAINS2 are automatically deleted.

Step 8: Clean up

When finished you should unmount the image catalog from the virtual optical drive. You can do this with the WRKIMGCLG command.

If the virtual optical drive needs to be varied off you can do that now.


If you change the QALWOBJRST system value to *ALL, now is the time to change it back to its old value.