C H A P T E R  2

Install Windows Server 2003 Operating System

This chapter provides information about installing the Windows Server 2003 Operating System (OS).



Note - If you want to create a RAID set on your storage drive, the recommended procedure is to create the RAID set on the drive before you install the OS. For more information, see the Sun Disk Management Overview for x64 Sun Fire and Sun Blade Series Servers (820-6350).


This chapter includes the following topics:


Task Map for the Windows Server 2003 Installation

Use TABLE 2-1 To preview the installation process defined as a series of tasks. The table identifies the tasks required and provides pointers to the instructions for performing that task.


TABLE 2-1 T ask Map for the Windows 2003 Installation

Step

Task

Description

Relevant Topic(s)

1

Review installation prerequisites.

Verify that all applicable requirements are met for installing an operating system to a server.

2

Choose an installation method.

Evaluate and select an installation method that meets the needs of your infrastructure.

3

Ensure that the BIOS factory defaults are set.

Verify that the factory default settings in the BIOS are set prior to performing the operating system installation.

4

Gather the Windows installation media.

The Windows OS is shipped with the CD and DVD media and documentation that you will need to install the Windows OS.

5

Download server-specific drivers or obtain drivers from Tools and Driver CD.

Depending on your system, some device drivers are required to be installed at boot time. You can obtain these drivers from the Sun download site or from the Tools and Drivers CD.

6

Prepare mass storage drivers.

Produce the mass storage drivers floppy required for the Windows 2003 installation.

7

Perform the Windows OS installation.

Follow the instructions in this chapter to install the Windows 2003 operating system.

8

Install driver(s) and post supplemental software, post installation, if necessary.

If the Windows operating system does not include the necessary device drivers to support your system, you may need to install additional device drivers.

If your system includes RAID controllers, you may need to install supplemental software to support these controllers.

 

9

Enable Wake On LAN feature, if appropriate.

If required, you can enable the Wake On LAN feature for this server.




Note - The complete Microsoft Windows operating system installation process is not documented in this section. This section walks you through the steps for booting the Windows Server 2003 media, installing drivers (if necessary) at boot, and partitioning the drive. For additional information, consult the Microsoft’s Windows 2003 product documentation at: http://www.microsoft.com/windowsserver2003/proddoc/default.mspx



Boot-Time Device Drivers

TABLE 2-2 identifies the device drivers that you may need to install at boot time while performing the Windows Server 2003 installation.


TABLE 2-2 Windows 2003 Server-specific Drivers Installed at Boot Time

Device Driver

Description

Intel SATA Driver

The Intel SATA device driver must be available at boot time if installing to a local SATA hard disk drive (HDD).

LSI SAS/SATA RAID Driver

The LSI SAS/SATA device driver must be available at boot time if installing to a local SAS or SATA hard disk drive (HDD).

Sun StorageTek SAS/SATA RAID Driver

The Sun StorageTek SAS/SATA device driver must be available at boot time if installing to a local SAS or SATA hard disk drive (HDD).

QLogic SAN Driver

The QLogic Fibre Channel (FC) device driver must be installed at installation boot time if your installation target is a QLogic FC Storage Area Network (SAN) device.

Emulex SAN Driver

The Emulex FC device driver must be installed at installation boot time if your installation target is a Emulex FC SAN device.


The boot-time device drivers listed in TABLE 2-2 are included on the Tools and Drivers CD that ships with the server. However, if you do not have the Tools and Drivers CD, you can download these same drivers from the Sun download site. For instructions about downloading the server-specific drivers package, which includes the boot-time device drivers, see Downloading Server-Specific Drivers.


Prepare Mass Storage Drivers for Delivery

This section contains instructions on preparing the necessary mass storage drivers media for a local or remote Windows 2003 installation.

You can choose to prepare the mass storage drivers on a floppy disk or floppy image. See TABLE 2-3 for the sections in this chapter that provide information on these options.


TABLE 2-3 Mass Storage Driver Media Options

Media Option

Section to Read

Floppy Disk Local or Remote

Create Floppy Disk for Device Drivers

Floppy Image

Prepare Floppy Image for Device Drivers


Create Floppy Disk for Device Drivers

Perform the following procedure in this section if you have chosen to create a floppy disk to store the required Windows 2003 device drivers.

Before You Begin

Prior to creating a floppy disk, ensure that the following requirements have been met:

You can obtain the FloppyPack_x_x_x.zip file on the Tools and Drivers CD or you can download it from the Sun download site. For instructions about how to download it from Sun, see Downloading Server-Specific Drivers.



Note - The _x_x_x number identifies the version of the package (for example, FloppyPack_1_1_4.zip).



procedure icon  Create Floppy Disk for Device Driver Installation

Sun provides a Sun Mass-Storage Driver Disk Creation wizard to help you create a floppy disk. Follow these steps to create a floppy disk using the Sun Mass-Storage Driver Disk Creation wizard.

1. Start the Sun Mass-Storage Driver Disk Creation wizard from one of the following media sources:

Perform the following steps to start the wizard:

a. Insert the Tools and Drivers CD into a Windows system with a CD/DVD drive.

The CD will auto-start.

b. At the main menu, select Make a Windows Server 2003 Mass Storage Driver Disk, and then proceed to Step 2.

The Welcome page for the Mass-Storage Driver Disk Creation wizard appears.

Or

Perform the following steps to copy and extract the files and start wizard.

a. On a system running Microsoft Windows software with a floppy drive, copy the FloppyPack_x_x_x.zip file to a temporary directory.

b. Start Windows Explorer.

c. Navigate to the folder where you placed the downloaded file.

d. Select FloppyPack_x_x_x.zip.

e. On the File menu, click Extract All.



Note - If your version of Windows Explorer does not natively support compressed folders, use a third-party utility to extract the contents of the zip file. Make sure to maintain the directory structure of the folders after extracting them.


f. Start Windows Explorer and navigate to the folder containing the extracted files.

g. In Windows Explorer, open the directory containing the extracted files and double-click the mkfloppy.exe wizard, and then proceed to Step 2.

The Welcome page for the Mass-Storage Driver Disk Creation wizard appears.


2. In the Mass-Storage Driver Disk Creation Wizard Welcome page, do the following:

a. Click Next and follow the instructions in the wizard to create the mass storage driver floppy disk for your server.

b. Insert a blank floppy disk into drive A: when prompted.

The Format 3 1/2 Floppy dialog appears.


Format dialog box

3. In the Format 3 1/2 Floppy dialog, click the Start button to begin formatting.

4. When the floppy disk formatting completes, click the Close button.

The Mass-Storage Driver Disk Creation wizard appears.

5. In the Mass-Storage Driver Disk Creation wizard, click Next and follow the instructions in the wizard to complete the creation of the mass storage driver floppy disk.

6. Proceed to Install Windows Server 2003 Using Local or Remote Media.

Prepare Floppy Image for Device Drivers

Perform the following procedure if you have chosen to use the floppy image media to install the required Windows 2003 device drivers.

Before You Begin

Prior to performing the following procedure to prepare the floppy image for device driver installation, ensure that the following requirements have been met:


procedure icon  Prepare Floppy Image for Device Driver Installation

Follow these steps to prepare the floppy image file containing the device drivers for installation.

1. Obtain the floppy image file containing the device drivers from one of the following media sources:

Perform these steps to access the floppy package:

a. Insert the CD into the Sun ILOM Remote Console system.

b. Navigate to the following directory:

windows\w2k3\packages\FloppyPack\image

c. Proceed to Step 2.

a. Copy the FloppyPack_x_x_x.zip file to a temporary directory.

b. Start Windows Explorer.

c. Navigate to the temporary folder where you placed the downloaded file.

d. Select FloppyPack_x_x_x.zip.

e. On the File menu, click Extract All to a new empty folder.



Note - If your version of Windows Explorer does not natively support compressed folders, use a third-party utility to extract the contents of the zip file. Make sure to maintain the directory structure of the folders after extracting them.


f. Navigate to the image folder where the extracted files reside then proceed to Step 2.

2. Copy the appropriate floppy image file to a local or network shared location where the Sun ILOM Remote Console system can access it during the Windows installation.

For instructions for enabling image file media redirection in the Sun ILOM Remote Console, see the Sun Integrated Lights Out Manager 2.0 Users Guide.

3. Proceed to Install Windows Server 2003 Using Local or Remote Media.


Install Windows Server 2003 Using Local or Remote Media

The following procedure describes how to boot the Windows 2003 operating system from local or remote media. It assumes you are booting the Windows installation media from one of the following sources:



Note - If you are booting the installation media from a PXE environment, refer to Install Windows Server 2003 Using a PXE Network Environment for instructions.


Before You Begin

Prior to performing the installation, the following requirements must be met:

After completing this procedure, you will need to perform the post installation tasks as described in Post Installation.


procedure icon  Install Windows Server 2003 Using Local or Remote Media

1. Ensure that the installation media is available to boot.

For example:

For additional information about how to set up the installation media, see TABLE 1-4 Boot Media Options For Performing the OS Installation.

2. Reset the power cycle.

For example:

Where n is the slot number of server module in chassis.

The BIOS screen appears.


BIOS screenshot

3. When the Press F8 for BBS POPUP message appears on the BIOS POST screen, press F8 to select a boot device.

The Boot Device menu appears.



Note - The screen that appears in your installation may be different depending on the type of disk controller installed in your server.



Boot device menu

4. In the Boot Device menu, select a boot device based on the Windows media installation method you elected to use and press Enter.

For example:

5. When prompted with Press any key to boot from CD, quickly press any key.

The Windows Setup process begins.

6. When you see the following prompt at the bottom of the Windows Setup dialog, quickly press F6:

Press F6 if you need to install a third party SCSI or RAID driver.



Note - The above prompt lasts for approximately five seconds and is easy to miss. If you do not press F6 while the prompt is displayed, the dialog enabling you to specify additional drivers is not displayed and the installation will fail. If this happens, restart the server on which you are performing the installation and go back to Step 3.


After pressing F6, the setup process continues and the following dialog appears. This dialog gives you the option of specifying additional mass storage devices.


Specify additional device drivers to install

7. Make sure that the mass storage drivers are accessible according to the mass storage driver installation method that you have selected. For example:

8. Press S to specify additional devices.

A dialog appears listing the available drivers.


SCSI adapter configuration



Note - The above dialog will vary depending on the type of mass storage controller driver(s) you are installing.


9. In the Select Adapter dialog, select the appropriate mass storage controller driver version (Windows 32-bit or 64-bit) that you are installing, and then press Enter.

For example:

A dialog similar to the following appears stating that the setup will load support for the specified mass storage device.


Windows set up for driver installation

10. Press Enter to continue.

The Windows setup process continues and a Setup Notification dialog appears.


Setup Notification

11. In the Setup Notification dialog, press Enter to continue.

The Welcome to Setup dialog appears.

12. In the Welcome to Setup dialog, press Enter to continue.

The Windows Licensing Agreement dialog appears.

13. To accept the license agreement, press F8.

A dialog appears that shows the existing partitions on the server’s existing partitions and the unpartitioned space.



Note - Any previous installations on the server’s boot disk will cause the partitioning dialog to appear.



Partition drive

14. To delete the existing partition, press D.

A confirmation dialog appears to verify that you really want to delete the partition.

15. In the confirmation dialog box, press Enter to continue.

A confirmation dialog with a caution notice appears and describes the partition that you are about to delete.

16. In the confirmation dialog box, press L to delete the partition.

The partition is deleted and the a dialog appears that shows the unpartitioned space on the server’s disk.

17. To create a partition in the unpartitioned space, press C.

A dialog appears that allows you to specify the size of the new partition).


Partition properties

18. Either accept the default size of the partition to be created or use the Back Space key to delete the size specified and enter a new size and press Enter.

A recommended size of 40,000 megabytes is usually sufficient for a Windows installation. This will leave adequate space on the disk for installations of other media.

A partition confirmation windows appears.

19. Press Enter to accept the partition.

A partition formatting dialog appears.


20. In the partition formatting dialog box, select the <Quick> menu option and press Enter to format the partition.

The setup process formats the partition and copies the files to the Windows installation folders. This process might take several minutes

21. Follow the on-screen instructions to complete the initial setup of Windows Server 2003 until you are prompted with the following message:

Remove disks or other media. Press any key to restart.

When this message appears you will need to complete one of the following steps, depending on which driver delivery method you have chosen, to complete the installation:

Then, press any key to restart the system and complete the Windows Server 2003 Installation.

22. Proceed to Post Installation.


Install Windows Server 2003 Using a PXE Network Environment

This section explains the initial information you will need to install the Windows Server 2003 operating system software over an established PXE-based network via a customer-provided Windows 2003 Remote Installation Services (RIS) image.



Note - As an alternative, you can install the Windows 2003 operating system over an established PXE-based network via a customer-provided Windows Deployment Services (WDS) image.


After completing this procedure, you will need to perform the post installation tasks as described in Post Installation.

Before You Begin

The following requirements must be met prior to performing the Windows Server 2003 installation from a RIS image.

Follow the RIS installation instructions in the Windows Server 2003 documentation.

For instructions, see Appendix A Incorporate Sun Blade Server Drivers Into WIM or RIS Images.


procedure icon  Install Windows Server 2003 Using PXE

1. Ensure that the PXE network environment is properly set up and the Windows 2003 installation media is available for PXE boot.



Note - Information concerning how to properly set up and deploy a RIS network environment is outside the scope of this installation guide. For these details, see Microsoft’s documentation for deploying and using Remote Installation Services.


2. Reset or power cycle the server, for example:

where n is the number of the server module in the chassis.

The BIOS Screen appears.


BIOS screen



Note - The next events occur very quickly, so focused attention is needed for the following steps. Watch carefully for these messages as they appear on the screen for a brief time. You might want to enlarge the size of your screen to eliminate scroll bars.


3. Press F8 to specify a temporary boot device.

The Please Select Boot Device menu appears.

4. In the Please Select Boot Device menu, select the appropriate PXE installation boot device and press Enter.

The PXE installation boot device is the physical network port configured to communicate with your network installation server.



Note - The boot device options shown on the following Select Boot Device dialog may be different from the options listed on your screen.



Boot device menu

The Boot Agent dialog appears.


Figure showing F12 message

5. In the Boot Agent dialog, press F12 for a network service boot.

The Welcome to Client Installation wizard appears.


Client installation

6. In the Welcome to Client Installation wizard, press Enter to continue.

The Client

A Logon dialog appears prompting you for a user name, password, and domain name.


Logon dialog

7. In the Logon dialog box, specify your user name and password, then press Enter.

The Windows Server 2003 version dialog appears.

8. In the Windows Server 2003 version dialog, select the version (32-bit or 64-bit) you are installing, then press Enter.

The Windows Server 2003 operating system platform dialog appears.


Platform install

9. In the platform dialog, select the appropriate OS option to install, then press Enter.



Note - The OS choice dialog identifies the names of the OS images that are available for you to install from your RIS server. The OS choice dialog from your RIS server will list different options from the ones shown in the example dialog below.


A Caution dialog appears.

10. In the Caution dialog, press Enter to continue.

The Installation Information dialog appears.

11. In the Installation Information dialog, press Enter to continue.

The Administrator Password dialog appears.

12. In the Administrator Password dialog, do the following:

a. Specify an OS Administrator password and press Enter.



Note - Note that this password is assigned to the OS installation target.


You will be asked to confirm the password.

b. In the Administrator Password Confirmation dialog, retype the password and press Enter.

The Windows Setup starts and a message appears that the setup is formatting the partition.


13. Proceed to Post Installation.