[ Previous | Next | Table of Contents | Index | Library Home | Legal | Search ]

Installation Guide

Chapter 1. Installing the Base Operating System

This chapter provides an overview of the necessary steps to complete an installation of the AIX 5.1 Base Operating System (BOS).

There are three methods for installing the BOS:

Note: The installation procedure contained in this chapter pertains only to a new or preservation installation. For migration instructions, refer to Migrating to AIX 5.1.

The BOS installation program first installs the run-time bos image, then installs the appropriate filesets, depending on whether you are installing from a graphical or an ASCII system. The installation program automatically installs required message filesets and devices filesets, according to the language you choose and the hardware configuration of the installed machine.

Use the following steps to install AIX 5.1 on a new machine, to completely overwrite the BOS on an existing machine, or to install AIX 5.1 while preserving the user structure of an existing BOS.

Electronic License Agreements

Beginning with AIX 5.1, software license agreements are shipped and displayed electronically, saving paper and allowing for electronic software distribution in the future. If a product has an electronic license agreement, it must be accepted before software installation can continue. In the case of initial BOS installation, you can view and accept or reject license agreements in a license agreement dialog after the installation has occured, but before they the system is available for use as part of Configuration Assistant (graphical consoles) or Installation Assistant (ASCII consoles).

If a customized bosinst.data file is used (usually for unattended installations), the ACCEPT_LICENSES field in the control_flow stanza can be used to accept the license agreements so users are not be prompted at reboot time. When performing a "push" install using NIM, the licenses must be accepted, either from the choices made when initializing the install or in a customized bosinst.data file, before the install can continue.

For additional software package installations, the installation cannot occur unless the appropriate license agreements are accepted. This option, as well as options to preview licenses, is offered in both installation interfaces. When using the installp command, use the -Y flag to accept licenses and the -E flag to view license agreement files on the media.

The Base Operating System (BOS) has a license agreement, but not all software packages do. When you agree to the license agreement for BOS installation, you are also accepting all license agreements for any software installed automatically with the BOS. Some software, such as GNOME or KDE desktops, can be optionally installed during BOS installation; the appropriate licensing information for such software is displayed separately.

For more information on license manipulation, refer to the inulag command description in the AIX 5L Version 5.1 Commands Reference.

Step 1. Completing the Prerequisites

Before starting the installation, complete the following prerequisites:

Step 2. Preparing Your System for Installation

Prepare for a preservation or complete-overwrite installation by doing the following:

  1. Verify that your system is shut down. If your machine is currently running, you must power it off now by following these steps:

    1. Log in as the root user.
    2. Type the following command:

      shutdown -F
    3. If your system does not automatically power off, place the power switch in the Off (0) position.

      Attention: You must not turn on the system unit until instructed to do so in Step 4. Booting from Your Installation Media.
  2. Turn on all attached external devices. These include:

    Turning on the external devices first is necessary so the system unit can identify each peripheral device during the startup (boot) process.

Step 3. Setting Up with an ASCII Terminal

If you are using a graphical terminal, skip directly to Step 4. Booting from Your Installation Media. If you are using an ASCII terminal, use the criteria listed below and your terminal reference documentation to set the communications, keyboard, and display options. The following settings are typical, but your terminal might have different option names and settings than those listed here.

Note: If your terminal is an IBM 3151, 3161, or 3164, press the Ctrl+Setup keys to display the Setup Menu and follow the onscreen instructions to set these options.

Communication Options
Option Setting
Line Speed (baud rate) 9600
Word Length (bits per character) 8
Parity no (none)
Number of Stop Bits 1
Interface RS-232C (or RS-422A)
Line Control IPRTS


Keyboard and Display Options
Option Setting
Screen normal
Row and Column 24x80
Scroll jump
Auto LF (line feed) off
Line Wrap on
Forcing Insert line (or both)
Tab field
Operating Mode echo
Turnaround Character CR
Enter return
Return new line
New Line CR
Send page
Insert Character space

Step 4. Booting from Your Installation Media

  1. Turn the system unit power switch from Off (0) to On (|). The system begins booting from the installation media.
  2. If you have more than one console, each might display a screen that directs you to press a key to identify your system console. A different key is specified for each console displaying this screen. If this screen displays, press the specified key only 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 one console only.

    A screen displays, asking you to select a language to be used for installation instructions.

  3. Select the language you prefer to use for installation instructions.

  4. When the Welcome screen displays, type 2 in the Choice field and press Enter. Go to Step 5. Verifying or Changing the Installation Settings for instructions to verify or change installation settings.

    Note: Although you can start the installation now with the default settings, it is recommended that you first verify your installation settings.

Step 5. Verifying or Changing the Installation Settings

Verify the default installation settings from the Installation and Settings screen. If the installation and system settings are correct, type 0 in the Choice field and press Enter. Then go to Step 6. Finishing the BOS Installation.

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, as the 0 choice immediately begins the installation.

To change the installation settings, use the following procedure:

  1. Select the installation method (new, preservation, or migration) that is appropriate to your system environment.
    1. Type 1 in the Choice field to select the System Settings option.
    2. When the Change Method of Installation screen displays, type the number of your choice in the Choice field and press Enter.

      Note: Available installation methods depend on whether your system has a previous version of AIX installed.

      If you only want to install the next maintenance level of AIX, see Installing Optional Software Products and Service Updates. You can also use the following SMIT fast path to update existing filesets:

      smit update_all
    3. When the Change Disk(s) screen displays, you can change the destination disk for the installation. If you selected the preservation or migration method of installation, the screen only lists disks containing a rootvg.

      • If the default shown is correct, type 0 in the Choice field and press Enter.
      • To change the destination disk, use the following procedure:
        1. Type the number for each disk you choose in the Choice field. Do not press Enter until you have finished selecting all disks. If you need to deselect a disk, type its number a second time.

          Note: You can also specify a supplemental disk by typing 66 and pressing 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 media for the supplemental disk. The device-support media is only needed when the device cannot 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 screen.
        2. When you have finished selecting the disks, type 0 in the Choice field and press Enter. The Installation and Settings screen displays with the selected disks listed under System Settings.
      • For AIX 5.1 complete-overwrite installations on Itanium-based platforms only:

        When the Select Disk(s) for Manual Partitioning screen displays, select the disks you want to manually partition. After you have finished selecting all your disks from the Change Disk(s) screen and pressed Enter, these disks are displayed on the Manual Partitioning screen. By default, none of the disks are initially selected, meaning they are auto-partitioned. If the default shown is correct, type 0 in the Choice field (to auto-partition all disks) and press Enter.

        To manually partition a disk, use the following procedure:

        1. Type the number for each disk to be manually partitioned in the Choice field. If you need to deselect a disk, type its number a second time.
        2. When you have finished selecting the disks, type 0 in the Choice field and press Enter.
        3. The efdisk utility is then launched for each of the disks you selected. The utility allows you to manually partition that disk. Refer to the AIX 5L Version 5.1 Commands Reference for instructions on using the efdisk utility.
        4. After you have exited the efdisk utility and manually partitioned all your disks, the Installation and Settings screen displays with the selected disks listed under System Settings.
  2. Change the primary language environment, if needed. Use the following steps to change the primary language used by this installation.

    Note: Changes to the primary language environment do not take effect until after BOS is installed and your system is rebooted.

    1. Type 2 in the Choice field on the Installation and Settings screen to select the Primary Language Environment Settings option.
    2. Select the appropriate set of cultural convention, language, and keyboard options. Most of the options are a predefined combination, however, you can define your own combination of options.
      • To choose a predefined Primary Language Environment, type that number in the Choice field and press Enter.
      • To configure your own primary language environment:
        1. Select MORE CHOICES.
        2. Page through the choices and select the Create Your Own Combination option.
        3. When the Set Primary Cultural Convention screen displays, type the number in the Choice field that corresponds to the cultural convention of your choice and press Enter.
        4. When the Set Primary Language screen displays, type the number in the Choice field that corresponds to your choice for the primary language and press Enter.
        5. When the Set Keyboard screen displays, type the number in the Choice field that corresponds to the keyboard attached to the system, and press Enter.
  3. To set Advanced Options, type 3 and press Enter. The available options and their defaults are:

    1   Installation Package Set (Default) (ASCII consoles) or
    1   Desktop (CDE) (graphical consoles)
    For ASCII systems, you can choose a Minimal or a Default installation. The Default program set might prompt for additional CD volumes during a BOS installation. When prompted, if you do not want to continue the installation or you do not have additional volumes, type q and press Enter to continue the installtion process. The system at this point should have enough of the BOS loaded to be usable.

    For graphical systems, if you do not choose a desktop (if you select NONE), a minimal configuration is installed including X11, Java, perl, SMIT, and theWeb-based System Manager. If you choose CDE, Gnome, or KDE, the desktop and documentation service libraries are also installed. If you choose Gnome or KDE, the interface prompts you for the Toolbox for Linux Applications CD. If this CD is not available, you can type q to continue the installation without it.

    Type 1 and press Enter to toggle between choices.


    1. Migration installations use the Default configuration and update currently installed filesets to the new level.

    2. If you install the Minimal installation, a bundle is created, Default_Config.bnd, that can be used to upgrade your installation to the Default installation.

    2   Enable Trusted Computing Base
    The TCB is the part of the system that is responsible for enforcing the information security policies of the system. All of the computer's hardware is included in the TCB, but a person administering the system should be concerned primarily with the software components of the TCB. If you install the Trusted Computing Base option, you enable the trusted path, trusted shell, and system integrity checking (tcbck command). These features can only be enabled during BOS installation.

    The choices are yes and no. To enable the Trusted Computing Base, type 2 and press Enter. The default is no.

    3   Enable 64-bit Kernel Support
    To toggle the choice between no (the Default) and yes, type 3 and press Enter. This option is effective only on 64-bit Common Hardware Reference Platform (CHRP) systems. If you choose no, the 64-bit kernel is still installed, but it is not linked to the running /unix. If you choose yes, the 64-bit kernel is installed and begins running when your system reboots. If you choose yes and are installing with the New and Complete Overwrite method, the file systems are created with JFS2 (Journaled File System 2), instead of JFS.

    If you want the 64-bit kernel to be the running kernel, but do not want JFS2 filesystems, then select no. After the install completes, use the following commands to switch to the 64-bit kernel:

    ln -fs /usr/lib/boot/unix_64 /unix 
    ln -fs /usr/lib/boot/unix_64 /usr/lib/boot/unix
    bosboot -ad/dev/ipldevice

    Reboot your system afterwards.

Step 6. Finishing the BOS Installation

After prompting for confirmation on the installation settings, the actual installation process begins, as follows:

  1. If your machine has a system key, turn the system key to the Normal position when you are prompted.
  2. The Installing Base Operating System screen displays with the status of your installation.

    For AIX 5.1 installations on Itanium-based platforms only, a message displays that lets you install extended hardware drivers. The extended hardware drivers CD contains additional hardware drivers not contained on the AIX product media. If you have not installed any extended hardware drivers and want to do so at this time, follow the instructions in the message. To continue without installing extended hardware drivers, simply press Enter. If you do not press any key within three minutes, the installation process continues.

    After the base run-time environment is installed, status information displays about other software that is being installed.

  3. The system automatically reboots.
  4. After the system has restarted, you are prompted to configure your installation. Chapter 3, Configuring the Operating System provides information on the configuration process.
Note: If the system being installed has 4GB or more of memory and you have performed an overwrite install, then a dedicated dump device might be created for you. If so, the device name is /dev/lg_dumplv, and its size is based on the following formula:

4>=  RAM < 12       size of dump device= 1 GB
12>= RAM < 24       size of dump device= 2 GB
24>= RAM < 48       size of dump device= 3 GB
     RAM >= 48      size of dump device= 4 GB

[ Previous | Next | Table of Contents | Index | Library Home | Legal | Search ]