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. For supplementary information about ptx/INSTALL, refer to the ptx/INSTALL Software Installation Guide.

ptx/INSTALL can be used to install the products listed in Table 1-1 and Table 1-2.

Table 1-1. Software Products

Backup Toolkit V4.4.4

ptx/NFS® V4.6.4

CommandPointTM Admin V4.4.0

ptx/OSI Transport V4.4.1

CommandPoint Clusters V2.1.1

ptx/PDC V1.2.0

CommandPoint for Unicenter TNG V1.0.0

ptx/RAID V2.0.5

CommandPoint SVM V2.1.0

ptx/SESMON V1.0.1

DYNIX/ptx V4.4.9

ptx/SNA 3270 V4.5.0

edb Debugger V3.3.6

ptx/SNA APPC V4.5.0

Encryption Software V4.4.9

ptx/SNA LU0 API V4.5.0

ptx/AGENT V1.3.2

ptx/SNA LU6.2 V4.5.0

ptx/ATM V2.0.1

ptx/SNA PU2.1 Base Server V4.5.0

ptx/BaseComms V1.1.2

ptx/SNA RJE (3770) V4.5.0

ptx/C++ V5.2.2

ptx/SNA SDLC & LLCI V4.5.0

ptx/C++ Runtime V5.22

ptx/SNA TN3270 Client V4.5.0

ptx/CFS V1.0.4

ptx/SNA TN3270 Server V4.5.0

ptx/CLUSTERS V2.1.3

ptx/SPDRIVERS V2.3.0

ptx/CTC V1.1.2

ptx/SVM V2.1.3

ptx/EES V1.0.1

ptx/SYNC V4.4.2

ptx/EFS V1.3.6

ptx/TCP/IP V4.5.3

ptx/ITX V4.4.0

ptx/X.25 V4.4.1

ptx/JSE V1.1.2, V1.2.1

ptx/XWM V4.5.3

ptx/LAN V4.6.2

Public Software V4.4.9

ptx/LICENSE V2.0.0

SequentLINKTM V4.3.2


Table 1-2. Firmware and Diagnostics

IBM xSeries 430 and NUMA-Q® 2000

Fibre Channel Bridge V1.5.5

Fibre Channel Switch V1.6.3 (1.6c3) or V2.2.1 (a2.2.1a)

Fibre Channel Host Adapter V 2.3.0 (FF2.30) or V3.2.2 (SF3.22a0)

NUMA-Q Online Diagnostics V2.6.0a

IBM Fibre Channel JBOD 9GB/18GB Disk Software SQ00 (V0.0.0)

IBM Fibre Channel 36 GB Disk Software V1.1.1

Seagate Fibre Channel 9GB/18GB Disk Software SQ25 (V2.5.0)

a. The NUMA-Q Online Diagnostics Dispatcher software is now located on the DYNIX/ptx V4.4.9 and Layered Products CD. The console portion of the software remains on the NUMA Console Software CD.



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/LAN

Fibre Channel Switch

ptx/PDC

ptx/SPDRIVERS

ptx/TCP/IP

edb debugger

NUMA Online Diagnostics Displatcher

SequentLINK



ATTENTION

DYNIX/ptx V4.4.9 does not include any software changes beyond those in support of the new hardware. However, new systems are shipped with all the appropriate patches installed from the latest "Best Recipe" CD.


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

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 product-specific tasks. See Chapter 9.

[  ]

Create a custom miniroot. See the DYNIX/ptx V4.4 System Recovery and Troubleshooting Guide.


Upgrades to Existing Systems

DYNIX/ptx V4.4.9 is supported on IBM xSeries 430 systems and NUMA-Q® 2000 system. It is not supported on CSM/SSM-based (Symmetry®) systems. Symmetry systems do not support the Intel 900 MHz Pentium® III Xeon processor, which is available only for the Centurion Quads in NUMA-Q 2000 systems. References to Symmetry systems in these release notes should be disregarded.


ATTENTION

Before the upgrade to DYNIX/ptx V4.4.9, a patch to prevent device name slippage must be installed on NUMA systems running DYNIX/ptx V4.4.2 with a patch level earlier than Issue 7. See "Install Device Naming Patch" later in this chapter, for more information.



ATTENTION

DYNIX/ptx V4.4.9 does not include any software changes beyond those in support of the new hardware. This may require you to reinstall fastpatches that you have already installed. Included with the DYNIX/ptx V4.4.9 release is the latest "Best Recipe" CD, which includes level 2 fastpatches. You should install this CD on your system as part of the DYNIX/ptx V4.4.9 release set.

If you received a patch after the publication date of the "Best Recipe" CD or if you have a level-0 or -1 fastpatch on your system, you may be required 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.



Rolling Upgrades of Clustered Systems

Rolling upgrades of clustered systems can be performed only if both nodes of the cluster are currently running either DYNIX/ptx V4.4.2, V4.4.4, V4.4.5, V4.4.6, V4.4.7, or V4.4.8 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 for IBM xSeries 430 and NUMA-Q 2000 clusters can be performed only by Customer Support personnel. Contact your service representative for assistance.


Upgrade Checklist for a Single Node


Part 1: Prepare for the Installation

[  ]

If your system is currently running DYNIX/ptx V4.4.2 with a patch level earlier than Issue 7, you must install fast patch 243144, which prevents device name slippage. This patch must be installed before upgrading the operating system. See "Install Device Naming Patch" later in this chapter.


ATTENTION

If you have installed either the "Software Patches Issue 7" or Software Patches Issue 8" CD, you do not need to install fast patch 243144. The device name fix is included in the DYNIX/ptx V4.4.2.5 patch provided on the Issue 7 and Issue 8 CDs.


[  ]

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 V4.4.9. 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.

[  ]

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 types, see Chapter 3.


Part 2: Install Software with ptx/INSTALL

[  ]

Install the new software. 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.

[  ]

Modify the /etc/inetd.conf file if necessary. See "ptx/TCP/IP" in the section "Product-Specific Tasks" in Chapter 9.

[  ]

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 need to install 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-ROM. 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, you must boot the operating system on the V4.4.9 kernel before installing layered products with the ROOT procedure.


[  ]

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."

[  ]

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 V4.4.9, you have installed level-0 or level-1 fastpatches or have installed level-2 fastpatches received after the publication date of the "Best Recipe" CD, you may be required 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 for assistance.

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.


[  ]

If you installed the Fibre Channel Switch, Bridge, or Host Adapter software, download it as described in the DYNIX/ptx V4.4.x Fibre Channel Software Release Notes.


ATTENTION

If your system has a CLARiiON disk subsystem, you may need to deconfigure all rd devices before using ffutil to download the Fibre Channel Host Adapter firmware. The DYNIX/ptx V4.4.x Fibre Channel Software Release Notes describe this procedure.


[  ]

Remove installation directories that are no longer needed. See "Remove Unneeded Installation Directories" in Chapter 9.

[  ]

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 9.

[  ]

Complete other post-installation steps as described under "Product-Specific Tasks" in Chapter 9.

[  ]

Create a custom miniroot for your system. See "Create a Custom Miniroot" in Chapter 9. Also see Chapter 1 in the DYNIX/ptx 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," Chapter 4.


Install Device Naming Patch


ATTENTION

If you have installed either the "Software Patches Issue 7" or "Software Patches Issue 8" CD, you do not need to install fast patch 243144. This fast patch is included in the DYNIX/ptx V4.4.2.5 patch provided with the Issue 7 and Issue 8 CDs.


Before upgrading an IBM xSeries 430 or NUMA-Q 2000 system from DYNIX/ptx V4.4.2 to DYNIX/ptx V4.4.9, you must install fastpatch 243144 on your system. This patch prevents device name slippage. If this patch is not installed, devices on the PCI bus can be assigned the wrong name when the system is booted after the upgrade to V4.4.9. You may then see messages such as device not found when the system attempts to access an expected device name.

When the patch is installed, it determines the existing names of all PCI devices. When the system is then booted on the new kernel, a script will run that matches the PCI devices with their correct names. This script is run only once-during the boot following the installation of the patch. Device names will be assigned correctly on subsequent reboots.

To ensure that the patch works correctly, be sure that all devices have permanent names before the patch is installed. Also, do not rename any devices between the time that you install the patch and when you reboot the kernel.

This patch must be installed on both nodes of a clustered system.

Obtain the patch from the latest patch CD and refer to the README file on the CD for installation instructions.

After you have installed the patch, compiled the kernel, and rebooted, you can proceed with the DYNIX/ptx V4.4.9 upgrade.


Installation Materials

The following CD-ROMs 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 V4.4.8

DYNIX/ptx must be upgraded to V4.4.9, ptx/XWM must be updated with the new version, and the Fibre Channel and console software must also be upgraded.


Upgrades from V4.4.7

DYNIX/ptx must be upgraded to V4.4.9 and the Fibre Channel and console software must also be upgraded.


Upgrades from V4.4.6

DYNIX/ptx must be upgraded to V4.4.9. If the following software and firmware products are installed on your system, update them with the new versions:

Encryption

ptx/C++

ptx/RAID

FC Bridge

ptx/CFS

ptx/SESMON

FC Host Adapter

ptx/CLUSTERS

ptx/SVM

FC Switch

ptx/EFS

ptx/TCP/IP

ptx/ATM

ptx/LAN

SequentLINK

ptx/BaseComms

ptx/NFS


If your system contains earlier versions of the following products, also upgrade them to these versions:

CP Clusters V2.1.1

ptx/XWM V4.5.3


The console software must be upgraded.


Upgrades from V4.4.5

DYNIX/ptx must be upgraded to V4.4.9. If the following products are installed on your system, update them with the new versions:

CP Clusters

ptx/C++

ptx/SESMON

Encryption

ptx/CFS

ptx/SVM

FC Bridge

ptx/CLUSTERS

ptx/TCP/IP

FC Host Adapter

ptx/EFS

ptx/XWM

FC Switch

ptx/LAN

SequentLINK

ptx/ATM

ptx/NFS

ptx/BaseComms

ptx/RAID


The console software must be upgraded.


Upgrades from V4.4.4

DYNIX/ptx must be upgraded to V4.4.9. If the following products are installed on your system, update them with the new versions:

CP Clusters

ptx/C++

ptx/SESMON

Encryption

ptx/CFS

ptx/RAID

FC Bridge

ptx/CLUSTERS

ptx/SPDRIVERS

FC Host Adapter

ptx/EFS

ptx/SVM

FC Switch

ptx/JSE

ptx/TCP/IP

ptx/AGENT

ptx/LAN

ptx/WINDOWS

ptx/ATM

ptx/NFS

SequentLINK

ptx/BaseComms

ptx/PDC


The console software must be upgraded.

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


Upgrades from V4.4.2

DYNIX/ptx must be updated to V4.4.9. If the following products are installed on your system, update them with the new versions:

Encryption

ptx/CLUSTERS

ptx/SNA

FC Bridge

ptx/CTC

ptx/SPDRIVERS

FC Host Adapter

ptx/EES

ptx/SVM

FC Switch

ptx/EFS

ptx/SYNC

ptx/AGENT

ptx/JSE

ptx/TCP/IP

ptx/ATM

ptx/LAN

ptx/WINDOWS

ptx/BaseComms

ptx/NFS

ptx/X.25

ptx/C++

ptx/PDC

SequentLINK

ptx/CFS

ptx/RAID


The console software must be updated.

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.


Software Dependencies

Most layered products require that DYNIX/ptx V4.4.9 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

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