Solaris 8 Advanced Installation Guide

Chapter 2 Overview of Planning for a Solaris Installation or Upgrade

This chapter provides you with information about decisions you need to make before you install or upgrade the Solaris operating environment. This chapter contains the following sections:


Note –

This book uses the term slice, but some Solaris documentation and programs might refer to a slice as a partition. To avoid confusion, this book distinguishes between fdisk partitions (which are supported only in Solaris Intel Platform Edition) and the divisions within the Solaris fdisk partition, which might be called slices or partitions.


Task Map: Installing or Upgrading the Solaris Software

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

Table 2–1 Task Map: Installing or Upgrading the Solaris Software

Task 

Description 

For Instructions, Go To 

Choose initial installation or upgrade. 

Decide if you want to perform an initial installation or an upgrade.  

Initial Installation or Upgrade

Review system requirements. 

Determine if your system meets the minimum requirements to install or upgrade. 

System Requirements

Choose an installation method. 

The Solaris operating environment provides several methods for installation or upgrade. Choose the installation method that is most appropriate for your environment. 

Chapter 3, Choosing a Solaris Installation Method

Plan and allocate disk space. 

Allocate disk space on your system for the components of the Solaris operating environment that you want to install.  

Chapter 4, Guidelines for Allocating Disk Space

Choose an installation location. 

You can install the Solaris software from local media or from the network. Decide on an installation location that is most appropriate for your environment. 

Installing From the Network or From DVD or CDs

Gather information about your system. 

Use the checklist and complete the worksheet to collect all of the information that you need to install or upgrade. 

Chapter 6, Gathering Information Before Installation or Upgrade

(Optional) Preconfigure system information. 

You can preconfigure system information to avoid being prompted for the information during the installation or upgrade. 

Chapter 7, Preconfiguring System Configuration Information

(Optional) Prepare to install the Solaris software from the network. 

If you chose to install the Solaris software from the network, create an install server, create a boot server (if necessary), and set up the systems to be installed from the network. 

Chapter 12, Preparing to Install Solaris Software From the Network With CD Media

(Upgrade only) Perform the pre-upgrade tasks. 

Back up your system, determine if you can upgrade with disk space reallocation, and search for patches that a Solaris Update release might override. 

Chapter 8, Upgrading the Solaris Operating Environment

Install or upgrade. 

Use the Solaris installation method that you chose to install or upgrade the Solaris software. 

The chapter or chapters that provide detailed instructions for the installation method 

Initial Installation or Upgrade

You can choose to perform an initial installation or, if your system is already running the Solaris operating environment, you can upgrade your system.

Initial Installation

An initial installation overwrites the system's disk with the new version of the Solaris operating environment. If your system is not running the Solaris operating environment, you must perform an initial installation.

If the system is already running the Solaris operating environment, you can choose to perform an initial installation. If you want to preserve any local modifications, before you install, you must back up the local modifications. After you complete the installation, you can restore the local modifications.

You can use any of the Solaris installation methods to perform an initial installation. For detailed information about the different Solaris installation methods, refer to Chapter 3, Choosing a Solaris Installation Method.

Upgrade

An upgrade merges the new version of the Solaris operating environment with the existing files on the system's disk. An upgrade saves as many modifications as possible that you have made to the previous version of the Solaris operating environment.

You can upgrade any system that is running the Solaris 2.5.1, Solaris 2.6, or Solaris 7 software. You can upgrade to a Solaris 8 Update release if your system is running the Solaris 8 software. Type the following command to see the version of Solaris software that is running on your system:


$ uname -a

You can upgrade the Solaris operating environment by using the following installation methods.


Note –

Use the smosservice patch to upgrade diskless clients. For detailed instructions, refer to Solaris 8 System Administration Supplement or to smosservice(1M).


Table 2–2 SPARC: Solaris Upgrade Methods

Current Solaris Operating Environment 

Solaris Upgrade Methods 

Solaris 2.5.1, Solaris 2.6, Solaris 7, Solaris 8 

  • SolarisTM Web Start program

  • Solaris 8 Interactive Installation Program

  • Custom JumpStartTM method

Table 2–3 x86: Solaris Upgrade Methods

Current Solaris Operating Environment 

Solaris Upgrade Methods 

Solaris 2.5.1, Solaris 2.6, Solaris 7 

Installing from DVD media or a net installation image: 

  • Solaris Web Start program

  • Solaris 8 Interactive Installation Program

  • Custom JumpStart method

Installing from CD media: 

  • Solaris 8 Interactive Installation Program

  • Custom JumpStart method

Solaris 8 

Installing from DVD or CD media or a net installation image: 

  • Solaris Web Start program

  • Solaris 8 Interactive Installation Program

  • Custom JumpStart method

You cannot upgrade your system to a software group that is not installed on the system. For example, if you previously installed the End User Solaris Software Group on your system, you cannot use the upgrade option to upgrade to the Developer Solaris Software Group. However, during the upgrade you can add software to the system that is not part of the currently installed software group.

If you are already running the Solaris 8 operating environment and have installed individual patches, upgrading to a Solaris 8 Update release causes the following:

You can use the Patch Analyzer to determine which patches, if any, will be removed by upgrading to the Solaris 8 Update release. For detailed instructions about using the Patch Analyzer, refer to Upgrading to a Solaris Update Release.

System Requirements

Verify that your system meets the requirements to install or upgrade to the Solaris operating environment.

Memory Requirement

To install or upgrade to the Solaris operating environment, the suggested memory size is 128 Mbytes or greater. You must have a minimum of 96 Mbytes to use DVD media to install and 64 Mbytes to use CD media to install.


Note –

Some optional installation features are enabled only when sufficient memory is present. For example, if you install from a DVD with 96 Mbtyes of memory, you install through the Solaris Web Start command line interface, not through the Solaris Web Start graphical user interface.


Requirements When Using the Solaris 8 Installation CD

When you are use the Solaris Web Start program on Solaris 8 Installation CD, special requirements apply for SPARC slices and IA fdisk partitions. When installing from a DVD or a net installation image, the Solaris Web Start program does not have these requirements.

Table 2–4 Solaris 8 Installation CD Requirements

Platform 

Requirements 

Slice requirements for upgrading 

When using the Solaris 8 Installation CD and the Solaris Web Start program to upgrade, you must have a slice on the disk that does not store files. The swap slice is preferred, but you can use any slice that is not located in any of the “upgradable” root slices that are listed in /etc/vfstab. The size of this slice must be at least 512 Mbytes.

IA: fdisk partition requirements 

When using the Solaris 8 Installation CD, the Solaris Web Start program requires two fdisk partitions on the system disk to perform an installation or upgrade.

  • Solaris fdisk partition

    This is the typical Solaris fdisk partition. If you do not have a Solaris fdisk partition on your system, the Solaris Web Start program prompts you to create one.


    Caution – Caution –

    If you change the size of an existing fdisk partition, all data on that partition is automatically deleted. Back up your data before you create a Solaris fdisk partition.


  • x86 boot fdisk partition

    This is a 10 Mbyte fdisk partition that enables the Intel architecture to boot the miniroot that is placed on the newly created swap slice that is located on the Solaris fdisk partition.


    Caution – Caution –

    Do not create the x86 boot partition manually.

    The Solaris Web Start installation program creates the x86 boot partition, removing 10–Mbytes from the Solaris fdisk partition. By allowing the installation program to create the x86 boot partition, you prevent any existing fdisk partitions from being altered.


IA system upgrade limitations 

When you use the Solaris 8 Installation CD, you cannot use the Solaris Web Start program to upgrade to Solaris 8 from the Solaris 2.5.1, Solaris 2.6, or Solaris 7 operating environments. The Solaris 8 Installation CD requires a separate 10 Mbyte IA boot partition that was not required in previous Solaris releases. To upgrade, you must use the Solaris Web Start program from the Solaris 8 DVD or a network installation image, or use the Solaris 8 Interactive Installation Program or the custom JumpStart method. 

IA systems logical block addressing Requirement 

Do not use the Solaris 8 Installation CD unless your system can boot across the 1024–cylinder limit. Logical block addressing (LBA) enables the machine to boot beyond the 1024–cylinder limit and across Solaris disk slices. Use the Solaris 8 Installation CD when your system's BIOS and SCSI driver for the default boot disk supports LBA. 

To determine if your system supports LBA, type: 


# prtconf -pv | grep -i lba

If the BIOS and SCSI driver for the default boot disk support LBA, the following message appears. 


lba-access-ok:

If the SCSI driver for the default boot disk does not support LBA, the following message appears. 


no-bef-lba-access

If the default boot disk BIOS and SCSI driver do not support LBA, use the Solaris 8 DVD, a net installation image, or another installation method to install or upgrade. 

Installing From the Network or From DVD or CDs

The Solaris software is distributed on DVD or CD media so that you can install or upgrade systems that have access to a DVD-ROM or CD-ROM drive.

If you have systems that do not have local DVD-ROM or CD-ROM drives or if you are installing several systems and do not want to insert the discs into every local drive to install Solaris, you can set up the systems to install from remote DVD or CD images.

You can use all of the Solaris installation methods to install a system from the network. However, by installing systems from the network with the Web Start Flash installation feature or with a custom JumpStart installation, you can centralize and automate the installation process in a large enterprise. For more details about the different installation methods, refer to Chapter 3, Choosing a Solaris Installation Method.

Installing the Solaris software from the network requires initial setup. For detailed instructions on preparing to install from the network, refer to Chapter 12, Preparing to Install Solaris Software From the Network With CD Media.

Using DVD Media

When you are using DVD media and if you use the boot dvdrom command at the ok prompt, the system does not boot from the DVD-ROM drive. When you are asked to boot from the OK prompt, always type the following command:


ok boot cdrom

x86: Accessing the Solaris 8 Device Configuration Assistant And PXE

The Solaris Device Configuration Assistant is a program that enables you to perform various hardware configuration and booting tasks. You use the Device Configuration Assistant to boot from either a DVD, a CD, a net installation image, or a copy of the software on a diskette. You can access the Solaris Device Configuration Assistant from the following: