Installation Guide and Reference

Migration Installation

Migration is the default installation method to move from AIX 4.2 and later to AIX 5.2.

Note: If you only want to install the next recommended maintenance level of the operating system, use the SMIT update_all fast path or the install_all_updates command to update the filesets currently installed. For more information on updating to the next recommended maintenance level of AIX, see Optional Software Products and Service Updates.

During a migration, the installation process determines which optional software products are installed on the existing version of the operating system. Components from previous releases that have been replaced by new software in AIX 5.2 are installed at the AIX 5.2 level.

Migration attempts to preserve all user configuration, while moving the operating system to a new level of software. The following steps are taken to achieve this objective:

Save configuration files
Prepare/remove old files
Restore new files
Remove unsupported or unnecessary filesets
Migrate configuration data wherever possible
Prepare VPD for install
Update additional filesets

When performing a migration, the following occurs:

All files in /usr/lib/drivers, /usr/lib/microcode, /usr/lib/methods and /dev are removed from the system, so software support for device drivers must be reinstalled. Non-device software products and application remain on the system, and should function correctly if they are among those files described in Binary Compatibility Between Earlier Versions and AIX 5.2.
The following software products are removed from the system:
- AIXwindows Interface Composer
- Remote Customer Services
- AIXwindows Development Environment
- Display PostScript functionality from AIXwindows Run-Time Environment Extensions
- Performance Tools functionality from Extended Commands
- OpenGL and graPHIGS
- Xstation Manager

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.

Binary Compatibility Between Earlier Versions and AIX 5.2

After a migration installation, you might notice filesets on the system in the OBSOLETE state. Obsolete filesets were installed by earlier versions of the operating system, but they remain on the current system because the migration only replaced some, but not all, of the files they contain. These filesets remain necessary for systems running mixed levels of the operating system.

During a migration installation, the following filesets are automatically included:

Base operating system commands

Base operating system libraries

Base operating system curses/termcap

Base operating system networking

Base operating system directories/files (symlinks)

Messages

X11R3

X11R4

X11 fonts

All operating system applications based on AIX 4.2 and those intended for use with POWER family, POWER2, and POWER-based models run compatibly on AIX 5.2 without recompilation for those same models. The only exceptions to this statement are applications using the following:

Unsupported self-loadable kernel extensions
Certain High-Function Terminal (HFT) control interfaces
X11R3 input device interfaces
CIO LAN device driver interface
SCSI device configuration methods (IHVs)
nlist subroutine interface
DCE threads
Applications compiled using POWER2 or POWER-based compiler options, but executed on models other than POWER2 or POWER-based models.
Note: Any program that must run in all environments (POWER family, POWER2, and POWER-based models 601 and higher) must be compiled using the common mode of the compiler. Programs compiled to exploit POWER2 technology must be run on POWER2 processors. Existing code need not be recompiled to run.

A system using AIX 4.2 can operate as a server system for client machines using AIX 5.2 with the following exceptions:

Network installation of AIX 5.2 clients

Service SNA or X.25 to AIX 5.2 clients

Service HCON to AIX 5.2 clients

Service CGE extensions of PEX and PEX-PHIGS

Use of AIX 5.2 client installation formats

Font servers might be required on the AIX 5.2 clients to reliably handle AIXwindows between server and client.

A system using AIX 5.2 might operate as a server system for client machines using AIX 4.2 or later versions as long as the necessary compatibility options are installed. All statements about binary compatibility apply in this case. AIX 5.2 applications might not execute reliably on AIX 4.2 systems using remote network mounts of AIX 5.2 file system.

Migrating to AIX 5.2

Notes:

The boot logical volume requires 12 MB of contiguous disk space. During migrations, the inuextendblv command runs to ensure there are contiguous partitions for hd5. If contiguous partitions are not present, the inuextendblv command attempts to create them. If the partitions are not present and the inuextendblv command fails to create them, the migration is stopped.
The settings in your bootlist are not migrated. After a migration, the bootlist is set to the primary boot device.

Use the following steps to migrate your current version of the operating system to the AIX 5.2 BOS:

Attention: This procedure requires shutting down and reinstalling the base operating system. Whenever you reinstall any operating system, schedule your downtime when it least impacts your workload to protect yourself from a possible loss of data or functionality. Before you perform a migration installation, ensure you have reliable backups of your data and any customized applications or volume groups. For instructions on how to create a system backup, refer to Creating System Backups.

Step 1. Complete the Prerequisites

Before starting the migration, complete the following prerequisites:

All requisite hardware, including any external devices (such as tape, CD, or DVD-ROM drives), must be physically connected. If you need further information, refer to the hardware documentation that accompanied your system.

Before migrating your BOS to AIX 5.2, ensure that the root user has a primary authentication method of SYSTEM. You can check this condition by typing the following command:
```
# lsuser -a auth1 root
```
Change the value, if needed, by typing the following command:
```
# chuser auth1=SYSTEM root
```
Before you begin the installation, other users who have access to your system must be logged off.
Verify that your applications runs on AIX 5.2. Also, check if your applications are binary-compatible with AIX 5.2. If your system is an application server, verify that there are no licensing issues. Refer to your application documentation or provider to verify on which levels of AIX your applications are supported and licensed. You can also check the AIX application availability guide at the following Web address: http://www-1.ibm.com/servers/aix/products/ibmsw/list/
Verify that all currently installed software is correctly entered in the Software Vital Product Database (SWVPD), by using the lppchk command. To verify that all filesets have all required requisites and are completely installed, type the following:
```
# lppchk -v
```
Check that your hardware microcode is up-to-date.
All requisite hardware, including any external devices (such as tape drives or CD/DVD-ROM drives), must be physically connected and powered on. If you need further information, refer to the hardware documentation that accompanied your system.
Use the errpt command to generate an error report from entries in the system error log. To display a complete detailed report, type the following:
```
# errpt -a
```
There must be adequate disk space and memory available. AIX 5.2 requires 128 MB of memory and 2.2 GB of physical disk space. For additional release information, see the AIX 5.2 Release Notes.
Make a backup copy of your system software and data. For instructions on how to create a system backup, refer to the Creating System Backups.

Step 2. Prepare Your System for Installation

Prepare for migrating to the AIX 5.2 BOS by doing the following:

Insert the AIX Volume 1 CD into the CD-ROM device.
Shut down your system. If your machine is currently running, 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 3. Boot from Your Installation Media.

Turn on all attached external devices. These include the following:
- Terminals
- CD-ROM or DVD-ROM drives
- Tape drives
- Monitors
- External disk drives
Turning on the external devices first is necessary so the system unit can identify each peripheral device during the startup (boot) process.

Step 3. Boot from Your Installation Media

Notes:

If you are using an ASCII console that was not defined in your previous system, complete Step 3. Set Up an ASCII Terminal before proceeding.

The following steps migrate your current version of the operating system to AIX 5.2:

Turn the system unit power switch from Off (0) to On (|).
When the system beeps twice, press F5 on the keyboard (or 5 on an ASCII terminal). If you have a graphics display, you see the keyboard icon on the screen when the beeps occur. If you have an ASCII terminal (also called a tty terminal), you see the word keyboard when the beeps occur.
Note

If your system does not boot using the F5 key (or the 5 key on an ASCII terminal), refer to your hardware documentation for information about how to boot your system from an AIX product CD.

The system begins booting from the installation media.

If your system has an LED display, the three-digit LED should display c31.
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.

Select the language you prefer to use for installation instructions.

When the Welcome to Base Operating System Installation and Maintenance screen displays, either begin the migration immediately by typing 1 to select Start Install Now with Default Settings, or verify the installation and system settings by typing 2 to select Change/Show Installation Settings and Install. If you want to change any settings, follow the procedure in Step 5. Verifying or Changing the Installation Settings.
Notes:
- You should not have to change settings simply to select the migration installation method. If a previous version of the operating system exists, the installation method defaults to migration.
- The available installation methods vary, depending on the version of the operating system that is currently installed (before migration). For information on the BOS installation methods, refer to Introduction to Base Operating System Installation. For information on the installation options available for a migration installations, refer to Installation Options.
Verify the selections in the Migration Installation Summary screen and press Enter.
Confirm the migration installation process in the Migration Confirmation screen and press Enter to begin the migration installation.

Step 4. Finish the BOS Migration

After prompting for confirmation, the installation process begins. The Installing Base Operating System screen displays.

As the installation progresses, the numbers increment in the fields that show percentage complete and elapsed time to indicate the installation status. After the base run-time environment is installed, status information displays about other software that is being installed. After the BOS installation is complete, the system automatically reboots.

After the system has restarted, you are prompted to configure your installation of the BOS. Go to Configuring the Operating System for information on the configuration process.

Note: If there is not enough space to migrate all of the usually migrated software, a collection of software called a Migration Bundle is available when you install additional software later. You must create additional disk space on the machine on which you want to install, and then you can run smit update_all to complete the installation, during which the Migration Bundle is installed.
If you are not doing the installation from a graphics console, a Graphics_Startup bundle is created. Refer to Installing Optional Software Products and Service Updates for more information about installing software bundles and for information on migrating or installing optional software products. Maintaining Optional Software Products and Service Updates describes how to remove software from the system to release disk space.

Related Information

For additional release information, see the AIX 5.2 Release Notes.
For late-breaking information, which might include information on the configuration process and installed software, refer to readme files. For information on how to view readme files, see Viewing Readme Files.
For information on installing optional software, refer to Installing Optional Software Products and Service Updates.