The installation and upgrade procedure

SCO OpenServer Handbook
Chapter 2, Installing or upgrading an SCO system

Follow these steps, remembering to press <Enter> after responding to each prompt:

Complete the ``Installation and upgrade checklist''.
This is very important. If you do not gather this information first, you might have to stop the installation and start again from the beginning.
If your hard disk already contains more than one partition, make sure that the UNIX partition is active. The installation copies the SCO OpenServer system to the active partition.
Before beginning any installation or upgrade, make sure you have up-to-date backups of all the data currently on your system (see the System Administrator's Guide). Some of the options available during installation overwrite all the data on the hard disk, including user data and DOS partitions.
With the power off, or at the Press any key to reboot prompt, insert the Boot Disk into the drive.
If you have more than one floppy disk drive, make sure the 3.5-inch drive is the primary drive (sometimes called the boot drive). Check your computer hardware manual if you are unsure which is the primary drive.
NOTE: You might be able to use the new bootable CD-ROM feature of SCO OpenServer. See ``Booting from CD-ROM'' for more information.
Turn on your computer (or press any key to continue from haltsys), and wait for the Boot: prompt.
NOTE: If you need to restart the installation completely at any time, insert the Boot Disk, and press <Enter> at the Boot: prompt. The installation starts again from the beginning.
If you are using the BTLD utility and you need to restart the installation, insert the Boot Disk and enter restart link=pkg1 at the Boot: prompt (where pkg1 is the name of the package from which to extract the required BTLD drivers).
At the Boot: prompt:
- If you are not installing boot-time loadable drivers, press <Enter> to boot from the floppy disk drive.
- If you are installing BTLDs, follow the instructions in ``Adding BTLDs at boot time'' before continuing.
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 Appendix G, ``Kernel initialization check letters'' for an explanation of these letters.
A RESTRICTED RIGHTS LEGEND appears after the kernel initialization letters.
When prompted, supply the information about your CD-ROM drive, insert the CD-ROM, and press <Enter>. Do not remove the Boot Disk from the drive.
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.
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 the screen give brief instructions for completing each field. For more detailed help, press <F1>. Press <Space> to see a list of options from which you can select, or to bring up a secondary set of prompts.
NOTE: If the ``Installation Type'' field reads Fresh and you cannot highlight any other choice, your system cannot be upgraded. Complete the ``Installation and upgrade checklist'' to make sure you have all the necessary information, then continue with a fresh installation. See ``Choosing an upgrade path''.
When prompted, assign the root (superuser or administration) password.
Do not forget the root password. To restore a forgotten root password, you must contact your support provider for assistance.
If you selected the Interactive fdisk/divvy disk setup option, the installation 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.
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.
The badtrk(ADM) utility runs next, if you selected it. If you encounter an error during badtrk, reboot the system and start the installation again from the beginning.
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 5.0.5E)
   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. unix.safe is the same as unix, but with all third-party drivers removed. unix.install is the kernel used during installation. It contains most drivers. See ``Booting an old kernel'' and kernel(ADM) for more information.
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.
The system shuts down, then you see Press any key to reboot. Remove the floppy disk or bootable CD-ROM from the drive, then press any key.
At the Boot: prompt, press <Enter>.
To do any of the following, enter the root password when you see:

INIT: SINGLE USER MODE
- Set up a serial mouse.
  If you have a serial mouse that is not installed on COM1, configure it now. See Chapter 21, ``Adding serial and parallel ports'' and Chapter 22, ``Adding mice and bitpads''.
- Install additional software or remove software.
  To install or remove software, see Chapter 4, ``Installing and managing software components''.
  NOTE: When installing language products with the Software Manager, make sure you select the language product that matches your initial product configuration. For example, if you installed the SCO OpenServer Enterprise System and want to add the German product, select ``Enterprise German Language Support''.
- Configure the network.
  If you installed the ``Connectivity'' components and deferred network configuration during initial installation, you can configure the network now. See Chapter 1, ``Configuring network connections'' in Configuring Network Connections.
- Install Internet Services components.
  If you selected a full installation on your Enterprise or Desktop system, Netscape FastTrack server and Netscape Communicator were automatically installed. If you did not select a full installation, follow the instructions in Chapter 4, ``Installing and managing software components'' to install Netscape components. See the Release Notes for notes about configuring and using Netscape FastTrack and Netscape Communicator.
  If you chose sendmail during installation, you can use the Internet Manager to configure your mail system and can make use of advanced features such as creating virtual domains. If you chose MMDF, you cannot use the Internet Manager to configure mail. You can switch mail systems by removing the SCO MMDF (MMDF) package and adding the SCO sendmail (SendMail) component. See Chapter 4, ``Installing and managing software components''. Also see ``Mail'' for information on configuring sendmail.
  PPP from Morning Star allows you to use the Internet Manager to configure your dial-up connections. By default, PPP from Morning Star is not installed when you install your SCO OpenServer system. To install and use PPP from Morning Star, remove the SCO PPP (tcp:PPP) package and add the SCO PPP from Morning Star (mstppp) package, then configure connections with the Internet Manager. See Chapter 4, ``Installing and managing software components'', ``Accessing the network'', and Chapter 26, ``Configuring Internet services''.
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.)
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.
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'' in the System Administration Guide.
At this time you can:
- Add user accounts. The installation automatically creates the root account; this account should be used for system administration tasks only. To maintain system security, you must create separate accounts for each user on your system. (An Upgrade installation retains all user accounts and data.) See Chapter 1, ``Administering user accounts'' in the System Administration Guide.
- Add local printers (printers that are directly attached to your system). See Chapter 23, ``Adding printers''.
- Add hard disks to your system. See Chapter 18, ``Adding hard disks'' or ``Upgrading a non-primary hard disk''.
- Configure ISA Plug and Play hardware present on your system. See Chapter 17, ``Installing Plug and Play devices''.
- Configure the mail system. See the Mail and Messaging Guide.
- Create additional partitions on your hard disk (if you left space for them). See ``Partitioning a hard disk using fdisk''.
- Create additional filesystems on your hard disk (if you left space for them). See ``Dividing a disk partition into divisions using divvy''.
Make a complete backup of your system. See ``Running unscheduled filesystem backups'' in the System Administration Guide.
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 Chapter 3, ``Backing up filesystems'' in the System Administration Guide 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.
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 Chapter 5, ``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'' in the System Administration Guide.
Register your software. See Chapter 6, ``Licensing and registering SCO products''. (You already licensed your system during the installation.) The system software displays frequent reminders until you register the software you installed.
NOTE: Your software generates a new SCO System ID each time you do a low-level reformat of the root hard disk. If you do a low-level reformat, you must contact an SCO Registration Center to obtain a new Registration Key and repeat the registration process.