Installation Guide and Reference

New and Complete Overwrite Installation / Preservation Installation

Step 1. Complete the Prerequisites

Before starting the installation, complete the following prerequisites:

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

The installation media must be loaded in the boot device.
The system must be set to boot from the device in which the installation media is loaded. Refer to the hardware documentation that accompanied your system for instructions on setting the boot device.
Other users who have access to your system must be logged off before you begin the installation.

If the system you are installing is currently running, create or locate a backup of the system. For instructions on how to create a system backup, refer to Creating System Backups.

If your system needs to communicate with other systems and access their resources, make sure you have the information in the following worksheet before proceeding with installation:

Table 3. Network Configuration Information Worksheet
Network Attribute	Value
Network Adapter
Host Name
IP Address	_______.________.________.________
Network Mask	_______.________.________.________
Nameserver	_______.________.________.________
Domain Name
Gateway	_______.________.________.________

Step 2. Prepare Your System for Installation

Prepare for a new and complete overwrite or preservation installation 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 4. Boot from Your Installation Media.

Turn on all attached external devices. These include:
- 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. Set Up an ASCII Terminal

If you are using a graphics terminal, skip directly to Step 4. Boot 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 on-screen 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. Boot from Your Installation Media

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 will see the keyboard icon on the screen when the beeps occur. If you have an ASCII terminal (also called a tty terminal), you will 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 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 console you want to use for the installation. (The system console is the keyboard and display device used for installation and system administration.)
A screen displays, asking you to select a language to be used during installation.

Select the language you prefer to use during installation.

When the Welcome to Base Operating System Installation and Maintenance screen displays, type 2 in the Choice field to select Change/Show Installation Settings and Install and press Enter. Go to Step 5. Verifying or Changing the Installation Settings for instructions on verifying or changing installation settings.

Step 5. Verifying or Changing the Installation Settings

Verifying or Changing 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. Confirm the selections on the installation summary screen are correct and press Enter to begin the BOS installation. Go to Step 6. Finish the BOS Installation.

To change the installation settings, use the following procedure:

Select either New and Complete Overwrite Installation or Preservation Installation.
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 corresponding to desired installation (either 1 for New and Complete Overwrite or 2 for Preservation) 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 recommended maintenance level of AIX, see Installing Optional Software Products and Service Updates. You can also use the SMIT update_all fast path or the install_all_updates command to update existing filesets to the next recommended maintenance level.
3. When the Change Disk(s) screen displays, you can change the destination disk for the installation. If you selected the preservation installation, the screen lists only disks containing a rootvg.
  The disk name, the location, the size of the disk, and the root volume group status is displayed for each available disk. The Bootable column indicates whether the disk is bootable. Type 77 to select Display More Disk Information to view additional disk attributes such as physical volume identifier, device adapter connection location, or World Wide Port Name//Lun ID.
  
  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 and press Enter. Do not press Enter a final time until you have finished selecting all disks. If you need to deselect a disk, type its number a second time and press Enter.
    - You can 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.
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 select 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.
Change the installation options by typing 3 to select More Options and press Enter. For more information on the installation options, see Installation Options.
Verify your selections in the installation summary screen and press Enter to begin the BOS installation process.

Your system automatically reboots after installation is complete. Go to Step 6. Finish the BOS Installation.

Step 6. Finish the BOS Installation

The Installing Base Operating System screen displays the status of your installation.
After the base run-time environment is installed, status information displays about other software that is being installed.
The system automatically reboots.
After the system has restarted, you are prompted to configure your installation. For information on configuring your system after a BOS installation process, refer to Configuring the Operating System.

Note

If the system being installed has 4 GB or more of memory and you have performed an overwrite installation, then a dedicated dump device is 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

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.