The basic steps for installing the Base Operating System are summarized below. Detailed procedures for performing these steps are included in this chapter. The procedures in this chapter contain illustrations of the online screens used during installation. These illustrations are provided as examples only. The actual online screens may be somewhat different in appearance.
Press the Reset button on the system unit if you need to cancel the installation once it is in progress. If you cancel an installation, you must start from the beginning of the installation process to continue installing the system.
Before installing the Base Operating System, complete the following prerequisites:
Use this procedure to start your machine:
shutdown -FThe Halt completed ... message is displayed when the shutdown process completes.
Note: On some models, the shutdown command turns off the power to the system unit. It does not, however, automatically flip the power switch to the Off (0 ) position.
Note: If your terminal is an IBM 3151, 3161, or 3164, press the Ctrl+Setup keys to display the Setup Menu and follow the on-screen instructions to set these options. If you are using some other ASCII terminal, refer to the appropriate documents for information about how to set these options. Some terminals have different option names and settings than those listed here.
If you have more than one console, each terminal and direct-attached display device (or console) may display a screen that directs you to press a key to identify your system console. A different key is specified for each terminal displaying this screen. If this screen is displayed, then press the specified key on the device to be used as the system console. The system console is the keyboard and display device used for installation and system administration. Press a key on only one console.
After prompting for confirmation, the Installation process begins. Continue with the next section, "To Install from CD-ROM or Tape."
The Installation and Settings screen is displayed. Continue with "To Verify the Default Installation and System Settings."
If you chose to confirm or change installation and system settings, enter 0 on the Installation and Settings menu to begin the installation process.
If the system key is present and is not already in the Normal position, turn the system key to the Normal position when you are prompted with the message:
Turn the system key to the NORMAL position.
The Installing Base Operating System screen is displayed.
If you select Migration Installation, after a few minutes, the Migration Confirmation screen is displayed.
Note: To skip the Migration Confirmation screen, press Enter when the Installing Base Operating System screen displays.
The Migration Confirmation screen enables you to do the following:
After you enter a selection from the Migration Confirmation screen, the installation status screen is redisplayed.
As the installation progresses, the numbers in the Approximate percent complete and Elapsed time fields increment to indicate the installation status. After the base run-time environment is installed, status information about other software that is being installed is displayed. After the installation is complete, the system automatically reboots.
The type of install you are doing and the type of media you are installing from determines what you do next:
Go to "Customizing Your Installation" and complete the post-installation tasks.
Go to "Customizing Your Installation" and complete the post-installation tasks. If you received multiple tape volumes, the system prompts you to insert the next tape to complete the migration install for software you have installed on your system.
Go to "Customizing Your Installation" and complete the post-installation tasks. After you complete the post-installation tasks, refer to "Installing Optional Software and Service Updates" for instructions on installing additional software on the current CD-ROM volume and on any other CD-ROM volumes that you may have.
Go to "Customizing Your Installation" and complete the post-installation tasks. If you have multiple CD-ROMs to install, complete the post-installation tasks after installing Volume 1 of the CD-ROM.
If you have a graphical system, you can complete the migration installation by selecting the option Update installed software after a migration installation on the post-installation program, Configuration Assistant.
If you have an ASCII system, complete the migration install for software you have installed on your system that is shipped on the second volume of the CD-ROM. Insert Volume 2 and enter the following command:
Refer to "Installing Optional Software and Service Updates" for more information.
The Installation and Settings screen displays the default installation settings for your machine. The default settings are determined by the state of your system. For example, the default installation method for a new machine is different from the default installation method for a machine that has an earlier version of AIX installed. Usually, you can use the default settings for your installation.
If you want to change the default installation method, be sure to read "To Change the Installation Method."
The default installation method is based on the following:
|New and Complete Overwrite||This is the only possible installation method for a new machine.|
|Preservation Install||This is the default setting for a machine installed with Version 3.1 or 4.3.|
|Migration Install||This is the default setting for a machine installed with Version 3.2, 4.1, or 4.2.|
The default settings for a new machine with a standard U.S. keyboard are shown in the following screen.
Attention: Do not select the 0 option on the Installation and Settings screen until you have either verified the default settings or changed them to the correct settings. Selecting the 0 option on this screen begins the installation process.
To verify the default installation settings, check the default settings on the Installation and Settings screen.
This section describes the different installation methods and the procedure for changing the default setting. The following terms are used in this section:
|Volume Group||A single hard disk or group of hard disks on your system.|
|Root Volume Group (rootvg)||A volume group containing the Base Operating System.|
|/usr||A file system containing files and programs that can be shared among machines. Some of the directories included in the /usr file system are: /usr/bin, which contains ordinary commands and shell scripts; /usr/lib, which contains architecture-independent libraries; /usr/lpp, which contains optionally installed software.|
|/tmp||A file system providing a temporary shared storage location for files.|
|/var||A file system containing files that are variable on a per-client basis, such as spool and mail files.|
|/||The root file system contains files that have machine-specific configuration data.|
This section describes AIX Version 4.3 installation methods.
If you want only to go to the next maintenance level of AIX, see "To Install Optional Software and Service Updates. Or, you can use smit update_all to update the filesets currently installed.
During a Migration installation, the installation process determines which optional software products must be installed on AIX Version 4.3. AIX Version 3.2, AIX Version 4.1, or AIX Version 4.2 software that exists on the system and has been replaced by new software in AIX Version 4.3 is installed at the AIX Version 4.3 level. When migrating from version 3.2, all files in /usr/lib/drivers, /usr/lib/microcode, /usr/lib/methods and /dev are removed from the system, so software support for non-device drivers must be reinstalled. Non-software products remain on the system. They are expected to function if they conform to the binary compatibility conditions described in "Compatibility between AIX Version 3.2 and AIX Version 4.3."
In most cases, user configuration files from the previous version of a product are saved when the new version is installed during a Migration installation.
At the beginning of a migration install, the system verifies that there will be enough space to attempt the migration. If there is not, a message is printed explaining how much extra space is needed.
At this point, you must reboot the machine from the AIX Version 3.2, 4.1, or 4.2 disk and make some space available in the rootvg volume group to do the migration.
The following is a list of some actions you might take in this situation:
For more detailed information about manipulating logical volumes and volume groups, refer to Logical Volumes in AIX Version 4.3 System Management Guide: Operating System and Devices.
The hd7 (system dump) logical volume is no longer needed in AIX Version 4 because the paging space logical volume (hd6) is used. The migration code automatically removes this logical volume if space is needed, but you can remove it ahead of time with the following commands:
sysdumpdev -P -p /dev/hd6 rmlv -f hd7
If you do a preservation install, you must reinstall any applications that were installed in your rootvg after the preservation install has completed. You must also reconfigure devices, as well as recreate users and groups. See "Preservation Installation" for more information on this type of installation.
After you have freed up enough space, reboot from your installation media, and try the Migration Installation again.
To complete the Migration Installation, you must have at least 8MB of free disk space. If there is insufficient space to complete the Migration Installation during the BOS installation process, a message similar to the following is displayed at the end of the installation:
An error occurred while migrating packages. Some packages have not been installed. Please see /var/adm/ras/devinst.log for details or perform an overwrite or preservation install.If space limitations prevent the migration of all software that is usually automatically migrated, the installation program attempts to install the software that is usually installed for a Preservation of Overwrite installation. If there is still not enough disk space available, the minimum set of software required to support the use of the system is installed.
If there is not enough space to migrate all of the usually migrated software, a collection of software called a Migration Bundle will be available when you install additional software later. If the minimum set of software is installed, or if the installation is not performed from a graphics console, a Graphics_Startup Bundle is created. Before installing either of these bundles, you will need to create additional disk space on the machine you want to install. Refer to "Installing Optional Software and Service Updates" for more information about installing software bundles and for information on migrating or installing optional software products. "Maintaining Optional Software" describes how to remove software from the system to free up disk space.
The /etc/preserve.list file contains a list of system files to be copied and saved during a preservation BOS installation. The /etc/filesystems file is listed by default. Add the full path names of any additional files that you want to save during the Preservation Installation to the preserve.list file. You must create the /etc/preserve.list file on an AIX Version 3.1 machine. On an AIX Version 4.1 or later system, edit the file that exists on your system.
You can modify the preserve.list file and copy it to a diskette to be used during BOS installation. For information about creating a supplemental diskette, see "Customizing the BOS Install Program." If a preserve.list file exists on diskette, the installation program uses this information instead of the default file on the installation media or a user-created file on the system you are installing. If no diskette data exists, the installation program uses the preserve.list file you created on the system you are installing. Lastly, the program uses the preserve.list file on the installation media if no other file is found.
Use the following procedure to change the default installation method if your default installation method is either the Preservation or the Migration installation. If your default installation method is New or Complete Overwrite, then this installation method cannot be changed.
If you need to change the default installation disk, continue with "To Change the Destination Disk." Otherwise, return to the Installation and Settings screen by pressing Enter and continue with one of the following:
The Change Disks Where You Want to Install screen allows you to change the hard disk where BOS will be installed. The location codes of the hard disks are displayed in the Location Code column of the Change Disks Where You Want to Install screen. The format for the location code for a direct-attached disk is: AA-BB where AA is 00 (zero) and BB is the slot number for the hard disk. The format for the location codes for all other hard disks is described in "Location Codes," in POWERstation and POWERserver Common Diagnostics Information Manual.
Note: You may wish to keep a record of the location code for the destination disk. In the future, you can use this location code to identify which disk contains the root volume group in order to do system maintenance.
Use the following procedure to change the destination disk when performing a new or Complete Overwrite installation:
You can also specify a supplemental disk by entering 66 (type 66 and press the Enter key) for the Disks not known to Base Operating System Installation option. This option opens a new menu that prompts for a device support diskette for the supplemental disk. A supplemental device diskette is only needed when the device will not configure with the generic SCSI or bus attached device drivers. BOS installation configures the system for the disk and then returns to the Change Disk(s) Where You Want to Install screen.
After you have selected one or more installation disks, the Installation and Settings Screen is displayed with the selected disks or the newly configured disk listed under System Settings .
Continue with one of the following:
Use the following procedure to change the destination disk or root volume group when installing AIX Version 4.3 on a Version 3.1, 3.2, 4.1, or 4.2 machine.
Attention: It is extremely important to select the correct root volume group because some of the existing data in the destination root volume group will be destroyed during BOS installation.
Continue with one of the following:
The Set Primary Language Environment screen allows you to change the language environment used to display text and messages after BOS installation. The Cultural Convention field determines the way numeric, monetary, and time characters are displayed. The Language field determines the language used to display text and system messages. The environments that are available depend on the type of keyboard you are using.
Note: Changes to the primary language environment do not take effect until after BOS is installed and your system is rebooted. The Latin-1 countries (U. S., Canada, Western Europe) and Japan are supported by two code sets. The default code set for the Latin-1 countries is ISO8859-1, and for Japan the default code set is IBM-932. For information about changing language environments and code sets after installation, refer to "Changing Your Locale" in AIX Version 4.3 System Management Guide: Operating System and Devices. This article provides information on identifying language conventions and on using the Web-based System Manager Users application or the System Management Interface Tool (SMIT) to change your language environment and code set after installation.
Use the following procedure to change the language environment:
When you install the Trusted Computing Base (TCB), the trusted path, the trusted shell, and system integrity checking are installed. The trusted path protects your system in case a program is masquerading as the program you want to use. The trusted path tries to ensure that the programs you run are trusted programs.
If you want to enable the TCB setting, you must do so now. You cannot enable the TCB setting late, but you can disable the TCB setting later. When TCB is not installed, installation time is reduced.
To change the setting for installing TCB to yes, enter 3 . Entering 3 again changes the setting back to no.
Note: When migrating from AIX Version 4.1 or AIX Version 4.2, the install menu TCB setting is ignored. The TCB setting of the installed system will be the same as on the AIX Version 4.1 system.
Continue with To Install from CD-ROM or Tape.