Installing or upgrading an SCO OpenServer system

The installation and upgrade procedure

Before beginning the installation or upgrade process:

NOTE: If you need to restart or cancel the installation in the middle of the process, see ``Stopping and restarting an installation'' for important information.

To install or upgrade your SCO OpenServer system:

  1. With the power off, or at the Press any key to reboot prompt, insert the Boot Disk (CD-ROM or floppy disk, depending on your system) into the drive.

    If you have multiple floppy, LS-120, and/or CD-ROM drives in your system, make sure you use the primary drive (sometimes called the boot drive). Check your computer hardware manual if you are unsure which is the primary drive.

  2. Turn on your computer (or press any key to continue from haltsys). At the Boot: prompt, press <Enter> or enter any required boot strings or Boot-Time Loadable Drivers.

    The system checks to see what hardware is present and if there are any hardware problems. Each stage of checking generates a letter ranging from D through M. See ``Kernel initialization check letters'' for an explanation of these letters.

  3. Press <Enter> to start the IQM phase of the installation.

    Follow the instructions on each screen and complete the information fields, using the answers that you recorded in the Installation and Upgrade Checklist.

    Two lines at the bottom of each screen give brief instructions for completing the fields. For more detailed help, press <F1>. Press <Space> to see a list of options from which you can select. See ``Responding to prompts'' for more help on using the IQM screens.

  4. Stage One:
    Licensing, Installation Media Device, and Upgrade Path Information

    1. Review the Restricted Rights Legend then select Continue.

    2. Read the License information then select Accept to continue.

    3. Specify the information about your CD-ROM drive, make sure the CD is in the drive, and press <Enter>. If you began the installation with the floppy Boot Disk, do not remove the floppy disk from the drive.

      • If you have an IDE CD-ROM drive:

        • For ``IDE Controller'', select Primary if the CD-ROM drive is attached to the Primary IDE controller in a system with one or two IDE controllers. Select Secondary if the CD-ROM drive is attached to the Secondary IDE controller in a system with two IDE controllers.

        • For ``Master or Slave'', select Master if the CD-ROM drive is configured as a Master device. Select Slave if the CD-ROM drive is configured as a Slave device.

          A hard disk and a CD-ROM drive present on the same IDE controller are usually configured as Master and Slave devices, respectively. If no hard disk drive is present on the same controller, the CD-ROM drive is usually configured as a Master device.

      • If you have a SCSI CD-ROM drive, the SCSI address for the drive is usually SCSI ID 5 (or 6).

        NOTE: If you select the incorrect address for the CD-ROM, and another device is actually present at that address, you cannot successfully change to the correct address. Press <F2> to quit the installation, then start again from the beginning.

      • If you have a USB CD-ROM drive, enter the CD-ROM drive's USB device ID. If the CD-ROM drive is the only USB storage device attached to your system, the ID is ``0''. If your system contains additional USB storage devices, you may need to cycle through the USB device IDs in the point-and-pick list until you discover the ID currently assigned to the CD-ROM drive.

        NOTE: All USB devices that will be employed during the SCO OpenServer installation should be attached to the system before you turn on the computer. Once you begin installing SCO OpenServer, you should not attach or remove any USB devices (including hubs) until the installation is complete.

    4. Specify a keyboard type.

    5. Enter your SCO OpenServer license number, code, and data.

    6. The next screen detects whether your system is suitable for an Upgrade installation or not.

      If the ``Installation Type'' field reads Fresh and you cannot highlight any other choice, your system cannot be upgraded. Check the Installation and Upgrade Checklist to make sure you have all the necessary information, then continue with a Fresh installation.

  5. Stage Two:
    System Level Information

    1. On the next screen, you need to:

      • enter the system name and your domain name

      • select the desired security profile. Choose Traditional unless you have another preference.

      • select your time zone

      • specify your default language setup. Choose C unless you have another preference.

    2. On the next screen, select either the Standard Enterprise System or the Lightweight Character Terminal (no networking or X graphics) configuration. You can also elect to use large databases.

  6. Stage Three:
    Disk Setup and Software Selections

    Select the method for setting up your hard disk(s) and select any optional software that you want installed:

    1. The default hard disk setup is to preserve the existing layout and perform bad track checking.

      Partition setup options include:

      Use the current disk setup as partition and division layout. (Enter <Space> to display the current setup.) Choose this option if the existing layout is acceptable.

      Whole disk:
      Create one partition that contains only the UNIX system with a default division layout. (Enter <Space> to display the default setup.) Choose this option if the single-use UNIX and division layout is acceptable.

      Specify UNIX, optional DOS, or other partitions, and division names, sizes, and mountpoints within UNIX partition. Choose this option if you need to set or adjust partitions or divisions.

      Interactive fdisk/divvy:
      Runs the fdisk and divvy utilities to specify partitions and divisions. Note that this option defers hard disk setup until you have completed the IQM phase (see Step 8).

      Bad tracking options include:

      • None

      • Thorough/Destructive

      • Quick/Destructive

      • Quick/NonDestructive

      None is fastest and probably safe to select for a new hard disk. Quick is fast and gives some update. Thorough is slow but more certain. Destructive will overwrite anything already on the disk.

    2. Software selection is divided into several categories, including:

      ``Operating System Services''
      The base operating system services and utilities

      ``Volution Manager''
      The Volution Manager client for SCO OpenServer

      ``Graphical Environment''
      The X server, X clients, and the Desktop

      Network drivers, TCP/IP, NFS, IPX/SPX, and LAN Manager

      ``Internet Services''
      The Mozilla and Netscape Communicator web browsers, the Netscape Java plugin, and the Internet Manager

      Manual pages and online documentation (in HTML format)

      ``Language Support''
      Native language support files

      You can customize what is installed in each of these categories.

      NOTE: The various development environments that are included with SCO OpenServer, including the SCO OpenServer Development System and the GNU Development Tools, cannot be installed at this time. To do so, use the Software Manager after the SCO OpenServer installation is complete.

  7. Stage Four:
    Final Configuration Information

    1. On the next screen, make the following selections:

      ``Network Card'' and ``Network Address''
      If you have a PCI network adapter, selecting Autodetection is easiest. Otherwise, select an adapter from the list.

      Network addressing can be deferred until after the installation. Otherwise, enter the desired IP address, netmask, and broadcast address. Either TCP/IP or IPX/SPX can be configured at this point.

      ``Video and Graphics''
      The default is VESA SVGA. Select the video adapter, video mode, and resolution for that adapter; the monitor type or size; and whether you want automatic graphical login.

      Select the appropriate mouse from the list. You can configure a Bus, PS/2 (Low and High Resolution Keyboard mouse), Serial (on COM1), or USB mouse.

      ``Email System''
      MMDF is the default. Choose Sendmail if you will use advanced features of the Internet Services, such as virtual domains, or if your systems currently use sendmail.

    2. Assign the root (superuser or administration) password.

      You must enter a password at this time. The system name is a good placeholder if you want to decide on your official root password at a later time.

      NOTE: Do not forget the root password. To restore a forgotten root password, you must contact your support provider for assistance.

  8. If you selected the Interactive fdisk/divvy disk setup option, the installation now prompts you to initialize your hard disk. Follow the instructions in ``Partitioning a hard disk using fdisk'' and ``Dividing a disk partition into divisions using divvy'' to complete this step.

    CAUTION: Do not allocate all of the available space to the optional /u filesystem. This will leave insufficient space for the root filesystem. If the root filesystem has insufficient space, the installation will fail.

    CAUTION: If you encounter an error at this point, reboot the system and start the installation again from the beginning. Do not attempt to move backwards through the installation screens.

  9. If you selected it, the badtrk(ADM) utility runs next. If you encounter an error during badtrk, reboot the system and start the installation again from the beginning.

  10. The software load begins after any disk setup or badtracking. Software load is the longest stage of the installation, but it can proceed unattended.

    As the installation loads each software component onto the hard disk, you see messages such as:

       Installing: SCO UNIX System V Operating system (Ver 5.0.7)
       Installing Phase: Copying files from the media
       Installation Status: Copying file
    These messages are logged in the custom log file, /var/opt/K/SCO/SoftMgr/*/custom/custom.log, for future reference.

    After the software is loaded, the kernel (/stand/unix) is rebuilt. This takes several minutes. The /stand directory also contains two other bootable kernels, to use in case unix will not boot. is the same as unix, but with all third-party drivers removed. unix.install is the kernel used during installation and contains most drivers. See ``Booting an old kernel'' and kernel(ADM) for more information.

  11. If you linked BTLDs in at boot time, you see a table of the packages installed on the disk. Enter the name of the BTLD package to install, or press <Enter> to install the default package.

  12. The system shuts down, then you see Press any key to reboot. Remove the Boot Disk from the drive, then press any key.

  13. At the Boot: prompt, press <Enter>.

  14. To do any of the following, enter the root password when you see:


  15. Bring the system up in multiuser mode from the INIT: SINGLE USER MODE prompt by pressing <Ctrl>D. (Or, from single-user mode, press <Ctrl>D at the # prompt. Then, when you see INIT: SINGLE USER MODE, press <Ctrl>D again.)

  16. If the displayed time is correct, press <Enter>. If the time is incorrect, enter the current time.

    As the system starts up, you see copyright credits, followed by software component start-up messages. When you see the graphical scologin screen on tty02, or the login: prompt on tty01, the system is ready.

  17. To start the Desktop, log in as root at the graphical scologin screen on tty02 (press <Ctrl><Alt><F2> if it is not displayed).

    To log in on a character screen, switch from the graphical login screen on tty02 by pressing <Ctrl><Alt><Fn> (where n is the function key associated with another tty, such as <F1>). Then, log in as root.

    For more information about scologin, see ``Starting a Graphical Environment session'' and ``Using multiscreens''.

  18. At this time you can:

  19. Make a complete backup of your system. See ``Running unscheduled filesystem backups''.

    If your system should become corrupted, you can use this backup, along with the emergency boot floppy disk set that you create in the next step, to restore it without having to reinstall the software completely. See ``Backing up filesystems'' for a complete discussion of backups.

    CAUTION: Make regular backups of your filesystems so that, if corruption occurs, you have a recent backup of your system to restore.

  20. Create an emergency boot floppy disk set for your system.

    These disks allow you to recover your root filesystem quickly if it becomes so corrupted that you cannot start the system from your hard disk. See ``Creating an emergency boot floppy disk set'' for instructions. Then, test the emergency floppy disk set, and verify that you can read the backup you made in the previous step according to the directions in ``Examining the contents of a backup''.

  21. Register your SCO OpenServer software. See ``Registering SCO OpenServer products''. The system displays frequent reminders until you register the software you installed.

Next topic: Responding to prompts
Previous topic: SCO OpenServer installation overview

© 2003 Caldera International, Inc. All rights reserved.
SCO OpenServer Release 5.0.7 -- 11 February 2003