Chapter 1
New System and Upgrade Installations


ptx/INSTALL

ptx/INSTALL provides an installation procedure for installing DYNIX/ptx®, layered products, and the system software. The installation procedure is invoked from the ptx/ADMIN® menu system. You do not need to install the ptx®/INSTALL product; it is installed on your system automatically.

The ptx/INSTALL installation procedure is invoked from the ptx/ADMIN menu system. (Use System Administration -> Software Management.) It provides four installation methods: ALT DISK DELTA, INIT ALT DISK DELTA, ROOT, and SCRATCH. Chapter 3 describes these methods.

Table 1-1. Products That Can Be Installed With ptx/INSTALL

DYNIX/ptx and Layered Products Software, Volume 1 CD

cfwdl-Compatible Firmware Bundle V1.3.2

ptx/RAID V2.2.0

DYNIX/ptx V4.6.1

ptx/SESMON V1.2.0

edb Debugger V3.4.3

ptx/SNA 3270 V4.7.0

EES V1.2.2

ptx/SNA APPC V4.7.0

Encryption V4.6.1

ptx/SNA LU0 API V4.7.0

ptx/AGENT V1.5.0

ptx/SNA LU6.2 V4.7.0

ptx/ATM V4.7.0

ptx/SNA PU2.1 Base Server V4.7.0

ptx/BaseComms V1.3.0

ptx/SNA RJE (3770) V4.7.0

ptx/C++ V5.2.5

ptx/SNA SDLC & LLCI V4.7.0

ptx/C++ Runtime V5.2.5

ptx/SNA TN3270 Client V4.7.0

ptx/CFS V1.2.1

ptx/SNA TN3270 Server V4.7.0

ptx/CLUSTERS V2.3.1

ptx/SPDRIVERS V4.1.0

ptx/Configuration Assistant V1.1.0

ptx/SVM V2.3.1

ptx/CTC V1.3.0

ptx/SYNC V4.6.0

ptx/EFS V1.5.1

ptx/TCP/IP V4.7.1

ptx/ITX V4.5.1

ptx/X.25 V4.5.1

ptx/JSE V1.18.0 and V3.0.2

ptx/XWM V4.6.3

ptx/LAN V4.8.0

SequentLINKTM V4.3.2

ptx/LICENSE V2.0.0

Fibre Channel Switch V1.6c3 (V1.6.3)

ptx/NFS® V4.8.1

Fibre Channel Switch a2.2.1a (V2.2.1)

ptx/PDC V1.5.0

NUMA Online Diagnostics Dispatcher V2.8.1

DYNIX/ptx Layered Products Software, Volume 2 CD

CommandPointTM Admin V4.6.1

CommandPoint SVM V2.3.0

CommandPoint Base V4.6.0

Public Software V4.6.1

CommandPoint Clusters V2.3.0

ptx/XWM Contributed V4.6.3

Other CDs

Backup Toolkit V4.4.4

Software for DLT7000E/DLT8000 Tape Drivesa

ptx/LAE V1.0.0


a. This CD contains SAN Data Gateway Software V3.42.12, ptx/SPDRIVERS V4.1.1, cfwdl-Compatible Firmware Bundle V1.3.2, and DYNIX/ptx V4.6.1 fastpatch #255357, all of which are required when using DLT7000E or DLT8000 tape drives on systems running DYNIX/ptx V4.6.1.


Installation Changes in V4.6

The following installation changes have been made in the V4.6 release:


Installation Changes in V4.5.x

The following installation changes were made in the V4.5 releases:


New Systems

New systems are shipped with the following software and firmware already installed. You do not need to reinstall this software.

Software

Firmware

DYNIX/ptx

Fibre Channel Bridge

ptx/BaseComms

Fibre Channel Host Adapter

ptx/Configuration Assistant

Fibre Channel Switch

ptx/LAN

ptx/PDC

ptx/SPDRIVERS

ptx/TCP/IP

cfwdl-Compatible Firmware Bundle

edb Debugger

EES

NUMA Online Diagnostics Dispatcher

SequentLINK


To complete the installation, perform the following steps:
[  ]

Set the Node ID and Master ID. See "Set the Node ID and Master ID" in Chapter 2.

[  ]

Install and flash the console software. Then run the sysdef command in the VCS CLI window to define the system. See the NUMA Console Software Release Notes.

[  ]

Boot the operating system.

[  ]

Create an /etc/devlabel file that specifies the disk labels for all disks in the system. See "Create the /etc/devlabel File" in Chapter 7 for the contents and syntax of this file.

[  ]

Install the appropriate layered products with the ROOT installation method.

[  ]

Build the kernel and reboot the operating system.

[  ]

Install the "Best Recipe" CD. This CD must be installed after all additional layered products have been installed. Refer to the README file on the CD for installation directions.

[  ]

Complete product-specific tasks. See Chapter 10.

[  ]

Add a user-defined name and a comment to the disk label for the root disk. See "Modify the Disk Label on the Root Disk" in Chapter 7.

[  ]

Create a custom miniroot. See the DYNIX/ptx V4.6 System Recovery and Troubleshooting Guide.

[  ]

Synchronize the time on all system clocks. See "Synchronize System Clocks" in Chapter 10.

[  ]

If you want to move the root and swap partitions to a shareable disk, see Chapter 11, "Move Root and Swap to a Fibre Channel (Shareable) Disk."


Upgrades to Existing Systems


Rolling Upgrades of Clustered Systems

Rolling upgrades of clustered systems can be performed only on two-node systems with both nodes of the cluster currently running DYNIX/ptx V4.5.1 or V4.5.2 and the corresponding layered products and firmware. If the nodes are running earlier versions of software, they must be upgraded one-at-a-time.

Rolling upgrades can be performed only by Customer Service personnel. Contact your customer service representative for more information.


Upgrade Checklist for a Single Node

Upgrades to DYNIX/ptx V4.6.1 are supported only from the following releases:

If you are currently running a version of DYNIX/ptx earlier than V4.4.6, you must either do a scratch installation, or first upgrade to a supported version and then upgrade to V4.6.1.


ATTENTION

The first time you boot the system on DYNIX/ptx V4.6, disk labels are written to the boot and swap disks. Additionally, disk labels may be written to other disks. If you should then need to reboot on your original V4.4/V4.5 root filesystem and the disk containing this filesystem is labeled, the boot will fail because DYNIX/ptx V4.4/V4.5 does not use disk labels. To enable DYNIX/ptx V4.4/V4.5 to boot properly in this scenario, refer to Appendix D, "Revert to the Previous V4.4/V4.5 Root Disk."



Part 1: Prepare for the Installation

[  ]

If your system is currently running DYNIX/ptx V4.4.x or V4.5.x, install the "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/V4.6.x" CD. The patches on this CD fix problems in V4.4.x and V4.5.x that prevent the upgrade to V4.6.1 from completing successfully. The CD must be installed before upgrading the operating system. For details about the installation, consult the README file on the CD.

[  ]

Gather the materials needed for the installation. See "Installation Materials" later in this chapter.

[  ]

Gather current information about your system. See "Obtain System Information" later in this chapter.

[  ]

Determine the software products that need to be installed. See "Upgrade Notes" later in this chapter. Also review the later section "Software Dependencies," which lists layered products that require the installation of other products.

[  ]

Verify that your system meets the requirements for running DYNIX/ptx V4.6.1. See "System Requirements" in Chapter 2. Also review "Operational Restrictions" in Chapter 2.

[  ]

If your system includes an EMC disk storage subsystem, verify that it is running the correct version of the EMC firmware. See "Requirements for EMC Disk Subsystems" in Chapter 2.

[  ]

Back up your current software. See "Back Up System Files and Configuration Information" in Chapter 2.

[  ]

Gather your license key information for those software products that require licensing. See "Software Licensing" in Chapter 2.

[  ]

Deinstall any unsupported software. See "Deinstall Unsupported Software" in Chapter 2.

[  ]

Modify the local site file to remove obsolete kernel parameters and to rename certain parameters. See "Modify the Local site File" in Chapter 2.

[  ]

Set the Node ID and Master ID from VCS. See "Set the Node ID and Master ID" in Chapter 2.

[  ]

Perform pre-installation tasks for the products that you will be installing. Be sure to complete the steps in the section for ptx/TCP/IP. See "Product-Specific Information" in Chapter 2.

[  ]

Determine the type of installation you will be performing and plan your installation strategy. If you are not familiar with the installation types, see Chapter 3.


Part 2: Install Software with ptx/INSTALL

[  ]

Install DYNIX/ptx V4.6.1 and layered products. (Invoke ptx/ADMIN and go to System Administration -> Software Management -> Install Software Package.) First install the DYNIX/ptx and Layered Products Volume 1 CD, and then use the ALT DISK DELTA procedure to install any layered products from the Volume 2 CD. Select one of these options:

  • Upgrade DYNIX/ptx and/or layered products on a system running ptx/SVM. See Chapter 4.

  • Upgrade DYNIX/ptx and/or layered products on a system not running ptx/SVM. See Chapter 5.

  • Install layered products only on the current root disk. See Chapter 6.


Part 3: Complete the Installation

[  ]

Review the installation log file and resolve any errors. Output from the installation is written to the screen and to the log file /usr/options/<product>/progress_log.<installation_date-time>. This log file is placed on the target installation disk when the installation is complete.

[  ]

During the installation, ptx/INSTALL will attempt to update the /etc/vfstab file on the target disk to point to the new root disk. If it is unable to do so, it will write a warning message to the screen and to the log file. If you see this message, be sure to update the /installmnt/etc/vfstab file manually on the target disk.

[  ]

If you are upgrading from V4.4 or V4.5, create an /etc/devlabel file that specifies the disk labels for all disks in the system. See "Create the /etc/devlabel File," following your installation procedure, for the contents and syntax of this file.

[  ]

Modify the /etc/inetd.conf file if necessary. See "ptx/TCP/IP" in the section "Product-Specific Tasks" in Chapter 10.

[  ]

Resolve file conflicts if you have not done so already. See Appendix B.

[  ]

If auditing is enabled on your system, ensure that the root account has a password and that at least one other user account exists and has a password.


ATTENTION

The audit system requires that all accounts have passwords and treats root as an anonymous account. When you attempt to log in as root, you will be prompted for your real user name and password. Before booting to multiuser mode, be sure that the root account has a password and that at least one other user account exists and has a password. If these conditions are not met, you will not be able to log in as root once the system has booted to multiuser.


[  ]

If you broke a ptx/SVM mirror and installed on a plex, return the device where the installation was performed to the rootdg. See "Prepare to Reboot the System" in Chapter 4.

[  ]

If you have not yet installed the console software, shut down the operating system and install and flash the software, including the stand-alone kernel (sak.dat) and bootstrap program (ptxldr.elf), from the NUMA Console Software CD. See the NUMA Console Software Release Notes.


ATTENTION

The sak.dat and ptxldr.elf programs must not be installed while the operating system is running. Severe console I/O operation problems will occur if this is attempted.


[  ]

Reboot the operating system.


ATTENTION

After installing DYNIX/ptx on an alternate disk or with a scratch installation, you must boot the operating system on the V4.6.1 kernel before installing layered products with the ROOT procedure.



ATTENTION

If you installed ptx/Configuration Assistant, it will run the first time the system is booted on DYNIX/ptx V4.6.1. This product provides an interface for performing some system setup tasks. When you exit the product, you will be asked whether you want it to start automatically the next time you boot the system.


[  ]

Add a user-defined name and a comment to the disk label for the root disk. See "Modify the Disk Label on the Root Disk" following the installation procedure in Chapter 4 or 5.

If ptx/CLUSTERS is installed, you must run the rolling_upgrade_complete script before you modify the disk label for the root disk. See "Complete the Installation on a Clustered System" following the installation procedure in Chapter 4 or 5.

[  ]

Perform a ROOT installation of any remaining layered products. See Chapter 6. Review the installation log files to resolve any errors.

[  ]

Build the kernel and reboot the operating system. See Chapter 8, "Build a Custom Kernel."

[  ]

Install the "Best Recipe" CD. This CD must be installed after DYNIX/ptx V4.6.1 and all applicable layered products have been installed. Refer to the README file on the CD for installation directions.

[  ]

Install any other patch CDs distributed with DYNIX/ptx. Any patches must be installed after DYNIX/ptx V4.6.1 and all applicable layered products have been installed. Refer to the README file on the CD for installation directions.

[  ]

Download the Fibre Channel firmware and any other firmware. For the FC Switch, see the DYNIX/ptx V4.6.x Fibre Channel Software Release Notes. For the FC Bridge, FC Host Adapter, and other firmware downloaded with cfwdl, see Chapter 9, "Download Firmware with cfwdl" in these release notes.

[  ]

Remove installation directories that are no longer needed. See "Remove Unneeded Installation Directories" in Chapter 10.

[  ]

For installations on an alternate disk, sync files between the original root disk and the alternate disk. (This step is optional. It locates files on the original root disk that were changed after the image of the root filesystem was copied to the alternate disk.) See "Sync Files Between the Original Root Disk and the Alternate Disk" in Chapter 10.

[  ]

Complete other post-installation steps as described under "Product-Specific Tasks" in Chapter 10.

[  ]

Create a custom miniroot for your system. See "Create a Custom Miniroot" in Chapter 10. Also see Chapter 1 in the DYNIX/ptx V4.6 System Recovery and Troubleshooting Guide.

[  ]

If you installed on a mirrored plex, reestablish the mirror of the root volume. See "Mirror the Original Root Partition to the Upgraded Root Volume" in Chapter 4.


ATTENTION

If you increased the size of the root partition, do not attempt to mirror the original ROOTVOL plex with the new ROOTVOL. The old plex is now smaller than the new ROOTVOL. You will need to install a new VTOC on the old root disk before creating the ROOTVOL mirror.


[  ]

Synchronize the time on all system clocks. See "Synchronize System Clocks" in Chapter 10.

[  ]

If you want to move the root and swap partitions to a shareable disk, see Chapter 11, "Move Root and Swap to a Fibre Channel (Shareable) Disk."


Installation Note for Clustered Systems

After upgrading all nodes in a cluster from DYNIX/ptx V4.4/V4.5 to V4.6 and booting them to multiuser mode, you will need to run the rolling_upgrade_complete script on each node. See "Complete the Installation on a Clustered System" following the installation procedure in Chapter 4 or 5.


Installation Materials

The following CDs are needed for the installation:

In addition to these release notes, you will also need the following documents:

You may also need to refer to layered product release notes for configuration information.


Obtain System Information

Gather the following information about your system:


Upgrade Notes


Upgrades from V4.5.1 or V4.5.2

The "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/V4.6.x" CD must be installed before the upgrade to V4.6.1. Consult the README file on the CD for more information.

DYNIX/ptx must be upgraded to V4.6.1. If the following products are installed on your system, upgrade them with the new versions.

Backup Toolkit

ptx/BaseComms

ptx/PDC

cfwdl-Compatible Firmware Bundle

ptx/C++

ptx/RAID

CommandPoint Admin

ptx/CFS

ptx/SESMON

CommandPoint Clusters

ptx/CLUSTERS

ptx/SNA

CommandPoint SVM

ptx/Configuration Assistant

ptx/SPDRIVERS

edb Debugger

ptx/CTC

ptx/SVM

EES

ptx/EFS

ptx/SYNC

Encryption

ptx/ITX

ptx/TCP/IP

FC Switch

ptx/JSE

ptx/X.25

NUMA Online Diagnostics Dispatcher

ptx/LAN

ptx/XWM

ptx/AGENT

ptx/LICENSE

Public Software

ptx/ATM

ptx/NFS

SequentLINK


The console software must also be upgraded.

If ptx/C++ V5.2.3 or earlier is installed, you must either upgrade by selecting ptx/C++ V5.2.5 during the installation, or if ptx/C++ is no longer desired, deinstall it prior to the DYNIX/ptx V4.6.1 upgrade. If ptx/C++ V5.2.3 is not upgraded or deinstalled, the installation of DYNIX/ptx V4.6.1 will fail with the following error message:

c++ requires base of version not above 4.5.x
base of version V4.6.1 selected FOR installation

If ptx/C++ V5.2.5 or ptx/JSE V3.0.2 are already installed, these products do not need to be upgraded as these versions are the supported versions for DYNIX/ptx V4.6.1.


Upgrades from V4.4.6, V4.4.7, or V4.4.8

The "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/V4.6.x" CD must be installed before the upgrade to V4.6.1. Consult the README file on the CD for more information.

DYNIX/ptx must be upgraded to V4.6.1. If the following layered products are installed on your system, update them with the new versions.

Backup Toolkit

ptx/CFS

ptx/RAID

CommandPoint Admin

ptx/CLUSTERS

ptx/SESMON

CommandPoint Clusters

ptx/CTC

ptx/SNA

CommandPoint SVM

ptx/EES

ptx/SPDRIVERS

edb Debugger

ptx/EFS

ptx/SVM

Encryption

ptx/ITX

ptx/SYNC

FC Switch

ptx/JSE

ptx/TCP/IP

NUMA Online Diagnostics Dispatcher

ptx/LAN

ptx/X.25

ptx/AGENT

ptx/LICENSE

ptx/XWM

ptx/ATM

ptx/NFS

Public Software

ptx/BaseComms

ptx/PDC

SequentLINK

ptx/C++


The console software must also be upgraded.

The new product cfwdl-Compatible Firmware Bundle must be installed.

If the host is using any of the CommandPoint products, you must also install the new product CommandPoint Base.


Software Dependencies

Most layered products require that DYNIX/ptx V4.6.1 be installed on your system. Certain layered products also require that other layered products be installed. Table 1-5 lists those dependencies.

When you select a product for installation, ptx/INSTALL verifies that other products required by that product have also been selected for installation. It also determines whether the products currently on the system are compatible with the products being installed.

Table 1-5. Software Dependencies

Layered Product

Dependencies

CommandPoint Admin

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/JSE, ptx/XWM, CommandPoint Base

CommandPoint Base

ptx/XWM

CommandPoint Clusters

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/CLUSTERS, ptx/CTC, CommandPoint Base

CommandPoint SVM

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/JSE, ptx/SVM, ptx/XWM, CommandPoint Base

ptx/AGENT

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/ATM

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/EES

ptx/CFS

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/EFS, ptx/CLUSTERS

ptx/CLUSTERS

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/CTC

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/CLUSTERS

ptx/EES

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/ITX

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/SYNC, ptx/X.25

ptx/JSE

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/XWM

ptx/LAE

ptx/Base_Comms, ptx/TCP/IP

ptx/LAN

ptx/Base_Comms

ptx/LICENSE

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/NFS

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/PDC

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/SNA 3270 Terminal Emulator

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/XWM

ptx/SNA APPC

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/SNA LU6.2

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/SNA PU2.1 Base Server

ptx/Base_Comms, ptx/SYNC and/or ptx/LAN

ptx/SNA RJE (3770)

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/SNA SDLC & LLCI

ptx/Base_Comms, ptx/SYNC and/or ptx/LAN

ptx/TCP/IP

ptx/Base_Comms, ptx/LAN

ptx/XWM

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP

ptx/XWM Contributed

ptx/Base_Comms, ptx/LAN, ptx/TCP/IP, ptx/XWM

ptx/X.25

ptx/Base_Comms, ptx/LAN, ptx/SYNC