Task Map: Installing or Upgrading the Oracle Solaris Software

The following task map is an overview of the steps necessary to install or upgrade the Oracle Solaris OS when using any installation program. Use this task map to identify all of the decisions that you need to make to complete the most efficient installation for your environment.

Table 3-1 Task Map: Installing or Upgrading the Oracle Solaris Software

Task	Description	For Instructions
Choose initial installation or upgrade.	Decide if you want to perform an initial installation or an upgrade.	Initial Installation, or Upgrade?.
Decide if you want to install a UFS file system or ZFS root pool.	You can install a UFS root (`/`) file system or a ZFS root pool.	Most of this book relates to installing a UFS file system. To install a ZFS root pool, see Chapter 6, ZFS Root File System Installation (Planning)
Choose an installation program.	The Oracle Solaris OS provides several programs for installation or upgrade. Choose the installation method that is most appropriate for your environment.	Choosing an Oracle Solaris Installation Method
(Oracle Solaris interactive installation program) Choose a default or custom installation.	Decide which type installation is suitable for your environment: If you are using a graphical user interface (GUI) you can choose a default or a custom installation: A default installation formats the hard disk and installs a preselected set of software. A custom installation enables you to modify the hard disk layout and select the software that you want to install. If you use a text installer (non-graphical interface), you can select the default values or edit the values to select the software you want to install.	For information on the Oracle Solaris installation program's choices, see Chapter 5, Gathering Information Before Installation or Upgrade (Planning)
For initial installations only, choose open network security or restricted network security.	For an initial installation, determine whether to disable or constrain network services to respond to local requests only during the installation. The default is to select open network security during installation.	Planning Network Security
Review system requirements. Also, plan and allocate disk space and swap space.	Determine if your system meets the minimum requirements to install or upgrade. Allocate disk space on your system for the components of the Oracle Solaris OS that you want to install. Determine the appropriate swap-space layout for your system.	Chapter 4, System Requirements, Guidelines, and Upgrade (Planning)
Choose to install a system from local media or from the network.	Decide on the most appropriate installation media for your environment.	Installing From the Network or From DVD or CDs?
Gather information about your system.	For the Oracle Solaris installation program, complete the worksheet to collect all of the information that you need to install or upgrade. For the custom JumpStart installation method, decide which profile keywords to use in your profile. Then review the keyword descriptions to find the information about your system that you need.	For the Oracle Solaris installation program, see either of the following documents: For an initial installation: Checklist for Installation For an upgrade: Chapter 5, Gathering Information Before Installation or Upgrade (Planning) For the custom JumpStart installation method, see Chapter 8, Custom JumpStart (Reference), in Oracle Solaris 10 8/11 Installation Guide: Custom JumpStart and Advanced Installations
(Optional) Set system parameters.	You can preconfigure system information to avoid being prompted for the information during the installation or upgrade.	Chapter 2, Preconfiguring System Configuration Information (Tasks), in Oracle Solaris 10 8/11 Installation Guide: Network-Based Installations.
(Optional) Prepare to install the Oracle Solaris software from the network.	If you chose to install the Oracle Solaris software from the network, complete the following tasks. (x86 based systems) Verify that your system supports PXE Create an installation server Create a boot server (if necessary) Configure a DHCP server (if necessary) Set up systems to be installed from the network	To install over a local area network, see Chapter 6, Installing From the Network With CD Media (Tasks), in Oracle Solaris 10 8/11 Installation Guide: Network-Based Installations. To install over a wide area network, see Chapter 12, Installing With WAN Boot (Tasks), in Oracle Solaris 10 8/11 Installation Guide: Network-Based Installations
(Upgrade only) Perform tasks prior to upgrade.	Back up your system and determine if you can upgrade with disk space reallocation.	Upgrade Planning
Perform an installation or upgrade.	Use the Oracle Solaris installation method that you chose to install or upgrade the Oracle Solaris software.	The chapter or chapters that provide detailed instructions for the installation programs.
Troubleshoot installation problems	Review the troubleshooting information when you encounter problems with your installation.	Appendix A, Troubleshooting (Tasks), in Oracle Solaris 10 8/11 Installation Guide: Custom JumpStart and Advanced Installations

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