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. You do not need to install the ptx®/INSTALL product; it is installed on your system automatically.

ptx/INSTALL 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/SESMON V1.1.0

DYNIX/ptx V4.5.3

ptx/SNA 3270 V4.6.0

edb Debugger V3.4.4

ptx/SNA APPC V4.6.0

EES V1.2.2

ptx/SNA LU0 API V4.6.0

Encryption V4.5.3

ptx/SNA LU6.2 V4.6.0

ptx/AGENT V1.4.0

ptx/SNA PU2.1 Base Server V4.6.0

ptx/ATM V4.6.1

ptx/SNA RJE (3770) V4.6.0

ptx/BaseComms V1.2.1

ptx/SNA SDLC & LLCI V4.6.0

ptx/C++ V5.2.5

ptx/SNA TN3270 Client V4.6.0

ptx/C++ Runtime V5.2.5

ptx/SNA TN3270 Server V4.6.0

ptx/CFS V1.1.3

ptx/SPDRIVERS V3.2.2

ptx/CLUSTERS V2.2.2

ptx/SVM V2.2.12

ptx/Configuration Assistant V1.0.0

ptx/SYNC V4.5.0

ptx/CTC V1.1.4

ptx/TCP/IP V4.6.3

ptx/EFS V1.4.3

ptx/X.25 V4.5.0

ptx/ITX V4.5.0

ptx/XWM V4.6.4

ptx/JSE V1.18.0 and V3.0.3

SequentLINKTM V4.3.2

ptx/LAN V4.7.1

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

ptx/LICENSE V2.0.0

Fibre Channel Switch 1.6c3 (V1.6.3)

ptx/LIP V1.0.2

NUMA Online Diagnostics Dispatcher V2.7.4

ptx/NFS® V4.7.2

CSM V1.6.1

ptx/OSI Transport V4.5.0

QCIC V3.4.2

ptx/PDC V1.4.0

ptx/Online Diagnostics V1.4.1

ptx/RAID V2.1.0

SAN Data Gateway (SDG) Router V3.42.12

DYNIX/ptx Layered Products Software, Volume 2 CD

CommandPointTM Admin V4.5.1

CommandPoint SVM V2.2.1

CommandPoint Base V4.5.1

Public Software V4.5.3

CommandPoint Clusters V2.2.1

Other CDs

Backup Toolkit V4.4.4



Installation Changes in the V4.5.x Release

The following installation changes have been made in the V4.5.x releases:


New IBM xSeries 430 and NUMA-Q 2000 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:
[  ]

IBM xSeries 430 and NUMA-Q 2000 only: Install and flash the NUMA 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.

[  ]

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 other post-installation steps as described under "Product-Specific Tasks" in Chapter 14.

[  ]

Create a custom miniroot. See the DYNIX/ptx V4.5 System Recovery and Troubleshooting Guide.

[  ]

Synchronize the time on all system clocks. See "Synchronize System Clocks" in Chapter 14.


Upgrades to Existing Systems


Rolling Upgrades of Clustered Systems

Rolling upgrades of clustered systems can be performed only if both nodes of the cluster are currently running the same version of DYNIX/ptx (V4.4.4, V4.4.6 or later) and the corresponding layered products and firmware. If the nodes are running earlier versions of software, they must be upgraded one-at-a-time.

For IBM xSeries 430 and NUMA-Q 2000 clusters, rolling upgrades can be performed only by Customer Service personnel. Contact your customer service representative for more information.

Chapter 11 describes how to perform a rolling upgrade on a Symmetry 5000 cluster.


Upgrade Checklist for a Single Node


Part 1: Prepare for the Installation

[  ]

If your system is currently running DYNIX/ptx V4.4.x, install the "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/4.6.x" CD.

The patches on this CD fix problems in V4.4.x that prevent the upgrade to V4.5.3 from completing successfully. The CD must be installed before upgrading the operating system. For details about the patches and installation information, 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 V4.5.3. 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 "Changes to the Local site File" 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 Pre-Installation 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 methods, see Chapter 3.


Part 2: Install Software with ptx/INSTALL

[  ]

Install DYNIX/ptx V4.5.3 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 for IBM xSeries 430 and NUMA-Q 2000 or Chapter 5 for Symmetry.

  • Upgrade DYNIX/ptx and/or layered products on a system not running ptx/SVM. See Chapter 6 for IBM xSeries 430 and NUMA-Q 2000 or Chapter 7 for Symmetry.

  • Install layered products only on the current root disk. See Chapter 8.


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.

[  ]

Modify the /etc/inetd.conf file if necessary. See "ptx/TCP/IP" in the section "Product-Specific Tasks" in Chapter 14.

[  ]

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 for IBM xSeries 430 and NUMA-Q 2000 or Chapter 5 for Symmetry.

[  ]

IBM xSeries 430 and NUMA-Q 2000 only. 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.


[  ]

Symmetry only. If system firmware was installed, shut down the operating system to monitor Level B and download the firmware. For CSM, see the CSM Software and Diagnostic Executive Release Notes; for QCIC, see the QCIC Software V3.4.2 Release Notes.

[  ]

Symmetry only. If you booted from the distribution CD, reset the loaderPath, lvlBPath and QCICPath to point to your boot disk. This step must be done from monitor Level-B. The following example assumes that /usr/ssw is located on sd0s0.

---> bh loaderPath=qd(0,0)usr/ssw/boot
---> bs lvlBPath=qd(0,0)usr/ssw/fw/csm/lvlB
---> bo QCICPath=qd(0,0)usr/ssw/fw/qcic/opfw
[  ]

Reboot the operating system.


ATTENTION

After installing DYNIX/ptx on an alternate disk, you must boot the operating system on the V4.5.3 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 V4.5.3. This product provides an interface for performing some system setup tasks. When you exit the product, you will be asked whether you want it start automatically the next time you boot the system.


[  ]

Perform a ROOT installation of any remaining layered products. See Chapter 8. Review the installation log files to resolve any errors.

[  ]

Build the kernel and reboot the operating system. See Chapter 12, "Build a Custom Kernel."

[  ]

From single-user mode, install the "Best Recipe" CD. This CD contains the latest level-2 fastpatches. Refer to the README file on the CD for installation directions.


ATTENTION

If, before the upgrade to DYNIX/ptx V4.5.3, you have installed level-0 or level-1 fastpatches or level-2 fastpatches received after the publication date of the "Best Recipe" CD, you may need to temporarily deinstall these patches in order to load the "Best Recipe" CD. After the patches on the CD are loaded, you must explicitly reinstall the level-0 and-1 fastpatches since they are not included on the "Best Recipe" CD. If you have questions or concerns about a particular patch, contact IBM Customer Support.

When installing the "Best Recipe" CD on systems being upgraded from older versions of DYNIX/ptx, you might see numerous warnings about version incompatibilities. These warnings must be resolved before continuing with the upgrade. Further, there will be numerous CONFLICT-REPLACE entries; these can be safely ignored.


[  ]

IBM xSeries 430 and NUMA-Q 2000 only: Download the Fibre Channel firmware and any other firmware. For the FC Switch and SAN Data Gateway Router, see the DYNIX/ptx V4.5.x Fibre Channel Software Release Notes. For the FC Bridge, FC Host Adapter, and other firmware downloaded with cfwdl, see Chapter 13, "Download Firmware with cfwdl," in these release notes.

[  ]

Remove installation directories that are no longer needed. See "Remove Unneeded Installation Directories" in Chapter 14.

[  ]

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 14.

[  ]

Complete other post-installation steps as described under "Product-Specific Tasks" in Chapter 14.

[  ]

Create a custom miniroot for your system. See Chapter 1 in the DYNIX/ptx V4.5 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 in Chapter 4 for IBM xSeries 430 and NUMA-Q 2000 or Chapter 5 for Symmetry.


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 14.


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 V4.5.2

DYNIX/ptx must be upgraded to V4.5.3. If the following layered products are installed on your system, upgrade them with the new versions.

cfwdl-Compatible Firmware Bundle

ptx/EFS

edb Debugger

ptx/JSE

Encryption

ptx/LAN

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/NFS

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/SPDRIVERS

ptx/ATM

ptx/SVM

ptx/BaseComms

ptx/TCP/IP

ptx/CFS

ptx/XWM

ptx/CLUSTERS

Public Software

ptx/CTC


On IBM xSeries 430 and NUMA-Q 2000 systems, the console software must be upgraded.


Upgrades from V4.5.1

DYNIX/ptx must be upgraded to V4.5.3. If the following layered products are installed on your system, upgrade them with the new versions.

cfwdl-Compatible Firmware Bundle

ptx/EFS

edb Debugger

ptx/JSE

EES

ptx/LAN

Encryption

ptx/LICENSE

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/NFS

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/SPDRIVERS

ptx/ATM

ptx/SVM

ptx/BaseComms

ptx/TCP/IP

ptx/C++

ptx/XWM

ptx/CFS

Public Software

ptx/CLUSTERS

SequentLINK

ptx/CTC


On IBM xSeries 430 and NUMA-Q 2000 systems, the console software must be upgraded.


Upgrades from V4.5.0

DYNIX/ptx must be upgraded to V4.5.3. If the following layered products are installed on your system, upgrade them with the new versions.

CommandPoint Admin

ptx/BaseComms

ptx/NFS

CommandPoint Base

ptx/C++

ptx/PDC

CommandPoint Clusters

ptx/CFS

ptx/SPDRIVERS

CommandPoint SVM

ptx/CLUSTERS

ptx/SVM

edb Debugger

ptx/CTC

ptx/TCP/IP

EES

ptx/EFS

ptx/XWM

Encryption

ptx/JSE

Public Software

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/LAN

QCIC (Symmetry)

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/LICENSE

SequentLINK

ptx/ATM


For IBM xSeries 430 and NUMA-Q 2000 systems, the console software must be upgraded.

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


Upgrades from V4.4.5 - V4.4.9

The "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/4.6.x" CD must be installed before the upgrade to V4.5.3. Consult the README file on the CD for more information.

DYNIX/ptx must be upgraded to V4.5.3. If the following layered products are installed on your system, update them with the new versions.

CommandPoint Admin

ptx/CTC

ptx/SESMON

CommandPoint Clusters

ptx/EES

ptx/SNA

CommandPoint SVM

ptx/EFS

ptx/SPDRIVERS

Encryption

ptx/ITX

ptx/SVM

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/JSE

ptx/SYNC

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/LAN

ptx/TCP/IP

ptx/AGENT

ptx/LICENSE

ptx/X.25

ptx/ATM

ptx/NFS

ptx/XWM

ptx/BaseComms

ptx/OSI

Public Software

ptx/C++

ptx/PDC

QCIC (Symmetry)

ptx/CFS

ptx/RAID

SequentLINK

ptx/CLUSTERS


For IBM xSeries 430 and NUMA-Q 2000 systems, the console software must 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.

The name of the ptx/EES product has been changed to EES.


Upgrades from V4.4.4

The "Software Patches for Upgrading from DYNIX/ptx V4.4.x/V4.5.x to V4.5.x/4.6.x" CD must be installed before the upgrade to V4.5.3. Consult the README file on the CD for more information.

DYNIX/ptx must be upgraded to V4.5.3. If the following layered products are installed on your system, update them with the new versions.

CommandPoint Admin

ptx/CLUSTERS

ptx/RAID

CommandPoint Clusters

ptx/CTC

ptx/SNA

CommandPoint SVM

ptx/EES

ptx/SPDRIVERS

Encryption

ptx/EFS

ptx/SVM

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/ITX

ptx/SYNC

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/JSE

ptx/TCP/IP

ptx/AGENT

ptx/LAN

ptx/WINDOWS

ptx/ATM

ptx/LICENSE

ptx/X.25

ptx/BaseComms

ptx/NFS

Public Software

ptx/C++

ptx/OSI

QCIC (Symmetry)

ptx/CFS

ptx/PDC

SequentLINK


For IBM xSeries 430 and NUMA-Q 2000 systems, the console software must 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.

The name of the ptx/WINDOWS product has been changed to ptx/XWM.

The name of the ptx/EES product has been changed to EES.


Upgrades from V4.4.2

Single-node upgrades from 4.4.2 are supported; rolling upgrades from 4.4.2 are not supported.

The following software must be installed on your system before you begin the upgrade to V4.5.3:

DYNIX/ptx must be updated to V4.5.3. If the following layered products are installed on your system, update them with the new versions:

Encryption

ptx/EES

ptx/SNA

FC Switch (IBM xSeries 430 and NUMA-Q 2000)

ptx/EFS

ptx/SPDRIVERS

NUMA Online Diagnostics Dispatcher (IBM xSeries 430 and NUMA-Q 2000)

ptx/ITX

ptx/SVM

ptx/AGENT

ptx/JSE

ptx/SYNC

ptx/ATM

ptx/LAN

ptx/TCP/IP

ptx/BaseComms

ptx/LICENSE

ptx/WINDOWS

ptx/C++

ptx/NFS

ptx/X.25

ptx/CFS

ptx/OSI

Public Software

ptx/CLUSTERS

ptx/PDC

QCIC (Symmetry)

ptx/CTC

ptx/RAID

SequentLINK


For IBM xSeries 430 and NUMA-Q 2000 systems, the console software must be upgraded.

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

ptx/ESBM and ptx/OSBM have been replaced by Backup Toolkit and SAMS:Alexandria. Do not deinstall ptx/ESBM and ptx/OSBM before installing Backup Toolkit and SAMS:Alexandria.

The name of the ptx/WINDOWS product has been changed to ptx/XWM.

The name of the ptx/EES product has been changed to EES.


Upgrades from Other DYNIX/ptx Releases

Delta upgrades are not supported from versions of DYNIX/ptx earlier than V4.4.2. Instead, you must either do a scratch installation, or first upgrade to a supported version and then upgrade to V4.5.3.


Software Dependencies

Most layered products require that DYNIX/ptx V4.5.3 be installed on your system. Certain layered products also require that other layered products be installed. Table 1-9 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 1-9. Software Dependencies

Layered Product

Dependencies

CommandPoint Admin

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

CommandPoint Base

ptx/XWM

CommandPoint Clusters

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

CommandPoint SVM

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

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/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/OSI Transport Services

ptx/Base_Comms, ptx/LAN

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/X.25

ptx/Base_Comms, ptx/LAN, ptx/SYNC