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® V4.6.5

CommandPointTM Admin V4.4.0

ptx/OSI Transport V4.4.1

CommandPoint Clusters V2.1.1

ptx/PDC V1.2.0

CommandPoint SVM V2.1.0

ptx/RAID V2.0.5

DYNIX/ptx V4.4.10

ptx/SESMON V1.0.1

edb Debugger V3.4.5

ptx/SNA 3270 V4.5.1

Encryption Software V4.4.10

ptx/SNA APPC V4.5.1

ptx/AGENT V1.3.2

ptx/SNA LU0 API V4.5.1

ptx/ATM V2.0.2

ptx/SNA LU6.2 V4.5.1

ptx/BaseComms V1.1.3

ptx/SNA PU2.1 Base Server V4.5.1

ptx/C++ V5.2.6

ptx/SNA RJE (3770) V4.5.1

ptx/C++ Runtime V5.2.6

ptx/SNA SDLC & LLCI V4.5.1

ptx/CFS V1.0.5

ptx/SNA TN3270 Client V4.5.1

ptx/CLUSTERS V2.1.4

ptx/SNA TN3270 Server V4.5.1

ptx/CTC V1.1.5

ptx/SPDRIVERS V2.4.0

ptx/EES V1.0.1

ptx/SVM V2.1.4

ptx/EFS V1.3.7

ptx/SYNC V4.4.3

ptx/ITX V4.4.1

ptx/TCP/IP V4.5.4

ptx/JSE V1.1.2, V1.2.1

ptx/X.25 V4.4.2

ptx/LAN V4.6.3

ptx/XWM V4.5.4

ptx/LICENSE V2.0.0

SequentLINKTM V4.3.2


Table 1-2. Firmware and Diagnostics

IBM xSeries 430 and NUMA-Q® 2000

Symmetry®

Fibre Channel Bridge V1.5.5

CSM V1.6.1

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

QCIC V3.4.1

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

SSM/VBAD V4.9.2 (for CSM-based systems with VME Bus Adapter (VBAD) boards)

NUMA-Q Online Diagnostics V2.6.0a

ptx/Online Diagnostics V1.4.1

a. The NUMA-Q Online Diagnostics Dispatcher software is located on the DYNIX/ptx V4.4.10 and Layered Products CD. The console portion of the software remains on the NUMA Console Software CD.

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)



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 (IBM xSeries 430 and NUMA-Q 2000)

ptx/BaseComms

Fibre Channel Host Adapter (IBM xSeries 430 and NUMA-Q 2000)

ptx/LAN

Fibre Channel Switch (IBM xSeries 430 and NUMA-Q 2000 with switch)

ptx/PDC

CSM (Symmetry)

ptx/SPDRIVERS

QCIC (Symmetry)

ptx/TCP/IP

edb debugger

NUMA Online Diagnostics Displatcher

SequentLINK



ATTENTION

New systems are shipped with all the appropriate patches installed from the latest "Best Recipe" CD.


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 product-specific tasks. See Chapter 13.

[  ]

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

[  ]

Synchronize the time on all system clocks. See Chapter 13.


Upgrades to Existing NUMA-Q 2000 and Symmetry 5000 Systems

DYNIX/ptx V4.4.10 is supported on IBM xSeries 430 systems, IBM NUMA-Q® 2000 systems, and Symmetry® 5000 systems (CSM-based systems). It is not supported on Symmetry 2000 systems, which are SSM-based 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.


ATTENTION

Included with the DYNIX/ptx V4.4.10 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 V4.4.10 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 V4.4.4, V4.4.5, V4.4.6, V4.4.7, V4.4.8, or V4.4.9 and the corresponding layered products and firmware. If the nodes are running earlier versions of software, they must be upgraded one-at-a-time.

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

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

[  ]

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 V4.4.10. 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 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 13.

[  ]

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 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.


[  ]

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 Release Notes; for QCIC, see the QCIC Software V3.4.1 Release Notes; for VBAD, see the SSM/VBAD Software Release Notes.

[  ]

Symmetry only: If you booted from the distribution CD-ROM, 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 V4.4.10 kernel before installing layered products with the ROOT procedure.


[  ]

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 V4.4.10, 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.


[  ]

IBM xSeries 430 and NUMA-Q 2000 only: 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 13.

[  ]

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 13.

[  ]

Complete other post-installation steps as described under "Product-Specific Tasks" in Chapter 13.

[  ]

Create a custom miniroot for your system. See "Create a Custom Miniroot" in Chapter 13. 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 for IBM xSeries 430 and NUMA-Q 2000 or Chapter 5 for Symmetry.

[  ]

Synchronize the time on all system clocks. See Chapter 13.


Installation Materials

The following CD-ROMs are needed for the installation:

In addition to these release notes, you will also need to reference 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 V4.4.7, V4.4.8, or V4.4.9

DYNIX/ptx must be upgraded to V4.4.10 and ptx/XWM must be updated with the new version. For IBM xSeries 430 and NUMA-Q 2000 systems, the Fibre Channel and console software must also be upgraded.


Upgrades from V4.4.6

DYNIX/ptx must be upgraded to V4.4.10. 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 (IBM xSeries 430 and NUMA-Q 2000)

ptx/CFS

ptx/SESMON

FC Host Adapter (IBM xSeries 430 and NUMA-Q 2000)

ptx/CLUSTERS

ptx/SVM

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

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:

CommandPoint Clusters V2.1.1

QCIC V3.4.1 (Symmetry)

ptx/XWM V4.5.3


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


Upgrades from V4.4.5

DYNIX/ptx must be upgraded to V4.4.10. 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 (IBM xSeries 430 and NUMA-Q 2000)

ptx/CLUSTERS

ptx/TCP/IP

FC Host Adapter (IBM xSeries 430 and NUMA-Q 2000)

ptx/EFS

ptx/XWM

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

ptx/LAN

QCIC (Symmetry)

ptx/ATM

ptx/NFS

SequentLINK

ptx/BaseComms

ptx/RAID


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


Upgrades from V4.4.4

DYNIX/ptx must be upgraded to V4.4.10. 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 (IBM xSeries 430 and NUMA-Q 2000)

ptx/CLUSTERS

ptx/SPDRIVERS

FC Host Adapter (IBM xSeries 430 and NUMA-Q 2000)

ptx/EFS

ptx/SVM

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

ptx/JSE

ptx/TCP/IP

ptx/AGENT

ptx/LAN

ptx/WINDOWS

ptx/ATM

ptx/NFS

QCIC (Symmetry)

ptx/BaseComms

ptx/PDC

SequentLINK


For IBM xSeries 430 and NUMA-Q 2000 systems, 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 and Earlier Releases

Upgrades to DYNIX/ptx V4.4.10 directly from V4.4.2 or earlier releases are not supported. Instead, DYNIX/ptx must first be updated to DYNIX/ptx V4.4.4 or later before you can upgrade to V4.4.10.


Symmetry 2000 Systems

DYNIX/ptx V4.4.10 is not supported for use on Symmetry 2000 (SSM-based) systems.


Software Dependencies

Most layered products require that DYNIX/ptx V4.4.10 be installed on your system. Certain layered products also require that other layered products be installed. Table 1-8 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 1-8. 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