Document revision date: 19 July 1999

The following is a sample display of the menu:

OpenVMS (TM) Alpha Operating System, Version V7.2 Copyright (c) 1998 Compaq Computer Corporation. All rights reserved. Installing required known files... Configuring devices... *************************************************************** You can install or upgrade the OpenVMS Alpha operating system or you can install or upgrade layered products that are included on the OpenVMS Alpha operating system CD-ROM. You can also execute DCL commands and procedures to perform "standalone" tasks, such as backing up the system disk. Please choose one of the following: 1) Install or upgrade OpenVMS Alpha Version V7.2 2) Display products and patches that this procedure can install 3) Install or upgrade layered products and patches 4) Show installed products 5) Reconfigure installed products 6) Remove installed products 7) Execute DCL commands and procedures 8) Shut down this system Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/?)

1.3.3 How the Install or Upgrade Option Works

The OpenVMS Installation and Upgrade implement a POLYCENTER Software Installation (PCSI) utility concept called a platform. The OpenVMS Alpha platform contains the OpenVMS Alpha operating system, plus options for certain other products, including DECwindows, DECnet, and DIGITAL TCP/IP services. Including these products in the OpenVMS platform allows you to install or upgrade these products along with the OpenVMS Alpha operating system.

Once you select which of these optional products you want to install, information is retained in the database maintained by the PCSI utility. This information allows future OpenVMS upgrades to select the correct default choices for these optional products.

When you choose the install or upgrade option (1) from the menu, the system asks whether you want to preserve or initialize the system disk. The display is similar to the following:

There are two choices for Installation/Upgrade: INITIALIZE - Removes all software and data files that were previously on the target disk and installs OpenVMS Alpha. PRESERVE -- Installs or upgrades OpenVMS Alpha on the target disk and retains all other contents of the target disk. * Note: You cannot use PRESERVE to install OpenVMS Alpha on a disk on which OpenVMS VAX or any other operating system is installed. Do you want to INITIALIZE or to PRESERVE? [PRESERVE]

1.3.3.1 Specifying the INITIALIZE Option

When you specify the INITIALIZE option, the following operations take place:

• All software and data files that were previously on the target disk are removed.
• The operating system is installed.

Specify the INITIALIZE option and perform a full installation under the following conditions:

• If your Alpha computer is new (it has never had any version of the operating system running on it, including factory-installed software).
• If your Alpha computer is running a version of the OpenVMS Alpha operating system and you want to overwrite the entire contents of the system disk (the operating system, application software, and user files).
• If you want to create a new system disk but keep the old one (if you want to alternate between the two).
• If you are running the OpenVMS Alpha operating system but cannot upgrade. For example, if you changed the names of system directories on the system disk, the upgrade procedure will not work correctly. Therefore, unless you chose to restore the system disk to its original directory structure, you would have to reinstall the operating system.

When you specify the PRESERVE option, the following operations take place:

IF ...	THEN ...
the OpenVMS Alpha operating system is not already installed on the target disk,	the following operations take place: The operating system is installed. All other contents of the target disk are retained.
the OpenVMS Alpha operating system is installed on the target disk,	the operating system is upgraded, as follows: Old operating system files and new files are merged or replaced. All other contents of the target disk are retained.

If you choose the PRESERVE option and choose a target disk that already contains the OpenVMS Alpha Version 7.2 software, you are provided with the option to either reconfigure or reinstall the OpenVMS Alpha operating system. Reconfigure the operating system if you want to change the options you chose to include when the operating system was installed. Reinstall the operating system if you think that your system files may have become corrupted.

The following message may be displayed:

Version V7.2 of the OpenVMS operating system is already installed on the target disk. You may choose one of the following actions: o Reconfigure the OpenVMS platform. This action will allow you to change your selections of which of the windowing and network products you included with your OpenVMS operating system installation. o Reconfigure the OpenVMS operating system. This action will allow you to change your choices about which options you included for the OpenVMS operating system. o Reinstall the OpenVMS operating system. This action will cause ALL operating system files to be replaced. You can also change your choices about which options you included for the OpenVMS operating system. Reinstall will take longer than Reconfigure. Reinstall may be appropriate if you suspect that files in the operating system, or in the windowing and network products have become corrupted. If you want to reinstall any of the windowing and network products, choose "Install or upgrade layered products and patches" (option 3) from the main menu. If you want to change your choices about which options you included for any of the windowing and network products, choose "Reconfigure installed products" (option 5) from the main menu.

1.3.4 How the Layered Products Options Work

After you have installed or upgraded the operating system, you can use the menu to show, install, reconfigure (change previously selected options for a layered product), or remove products as well.

When you choose the DCL option (7) from the menu, you can use a subset of DCL commands (such as SHOW DEVICE, MOUNT, and BACKUP) to perform specific preinstallation and maintenance operations. Note, however, that this is a restricted DCL environment in that certain DCL commands and utilities will not function as expected because you are booting from read-only or write-locked media and because the full system startup is not performed.

A triple dollar sign system prompt ($$$) indicates that you are in this restricted DCL environment, as shown in the following example:

$$$ SHOW DEVICE

To exit from the DCL environment and return to the main menu, enter the LOGOUT command.

1.3.6 How the Shutdown Option Works

When you choose the shutdown option (8) from the menu, your system shuts down and you are returned to the console prompt (>>>). The system displays a message similar to the following:

Shutting down the system SYSTEM SHUTDOWN COMPLETE

1.4 What to Do Next

Now that you have reviewed key terms, examined hardware and software requirements, and learned how to use the menu system included on the OpenVMS Alpha operating system CD-ROM, you can do the following:

IF ...	THEN ...
you want to install the operating system in an OpenVMS Cluster environment,	go to Chapter 2.
you want to install the operating system in a nonclustered environment,	go to Chapter 3.
you want to upgrade the operating system in a standalone, Volume Shadowing, or OpenVMS Cluster environment,	go to Chapter 5.
you want only to back up or restore your system disk,	go to Appendix B.

This chapter contains information that you should review before performing an installation in an OpenVMS Cluster environment.

Before installing the operating system in an OpenVMS Cluster environment, be sure you review any relevant OpenVMS Cluster information, contained in the following documents:

• The cover letters and the software product descriptions included with your distribution kit
• OpenVMS Version 7.2 New Features Manual
• OpenVMS Version 7.2 Release Notes
• If you are installing the operating system in a DSSI OpenVMS Cluster system, the DSSI OpenVMS Cluster Installation and Troubleshooting Guide

Be sure the following sources of information are available as well:

• OpenVMS Cluster Systems manual
• Guidelines for OpenVMS Cluster Configurations manual
• Your network or system manager

OpenVMS Alpha Version 7.2 and OpenVMS VAX Version 7.2 provide two levels of support for mixed-version and mixed-architecture OpenVMS Cluster systems. These two support types are warranted and migration.

Warranted support means that Compaq has fully qualified the two versions coexisting in an OpenVMS Cluster and will answer all problems identified by customers using these configurations.

Migration support is a superset of the Rolling Upgrade support provided in earlier releases of OpenVMS and is available for mixes that are not warranted. Migration support means that Compaq has qualified the versions for use together in configurations that are migrating in a staged fashion to a newer version of OpenVMS VAX or to OpenVMS Alpha. Problem reports submitted against these configurations will be answered by Compaq. However, in exceptional cases Compaq may request that you move to a warranted configuration as part of answering the problem.

Migration support will help you move to warranted OpenVMS Cluster version mixes with minimal impact on your cluster environment. Table 2-1 shows the level of support provided for all possible version pairings.

Table 2-1 OpenVMS Cluster Warranted and Migration Support for VAX and Alpha

	V6.2-xxx	V7.1-xxx	V7.2
V6.2	WARRANTED	Migration	Migration
V7.1	Migration	WARRANTED	Migration
V7.2	Migration	Migration	WARRANTED

If during the installation you answer YES to the system prompt asking whether your system will be a member of an OpenVMS Cluster, you will need to provide the following information after you boot the system disk:

Required Information	Explanation
Type of configuration	Configuration types (CI, DSSI, SCSI, local area, or mixed-interconnect) are distinguished by the interconnect device that the VAX and Alpha computers in the OpenVMS Cluster use to communicate with one another.
DECnet node name and node address	See the network or system manager to obtain the DECnet node name and node address for the computer on which you are installing the OpenVMS Alpha operating system. If you install DECnet-Plus (Phase V) software and do not plan to use DECnet for OpenVMS (Phase IV) addresses, then you do not need to provide this information.
Allocation class value	During the installation procedure, you will be asked for the allocation class value (ALLOCLASS) of the Alpha computer on which you are installing the OpenVMS Alpha operating system. For example: Enter a value for this_node ALLOCLASS parameter: Refer to OpenVMS Cluster Systems for the rules on specifying allocation class values. Note that in a mixed-interconnect OpenVMS Cluster environment, the allocation class value cannot be zero if the nodes serve DSSI or CI disks. It must be a value from 1 to 255. This is also true for any Alpha computer that is connected to a dual-pathed disk. After you enter the allocation class value, the installation procedure uses it to automatically set the value of the ALLOCLASS system parameter.
Whether you want a quorum disk	Refer to OpenVMS Cluster Systems to help you determine whether you want a quorum disk in the cluster.
Location of the page and swap files	On a nonclustered system, the page and swap files are on one or more local disks but on a clustered system, the files are on one or more local or clustered disks. See OpenVMS Cluster Systems to help you determine where the page and swap files will be located for the system on which you are installing the OpenVMS Alpha operating system software.
Systems that will be MOP 1 servers, disk servers, and tape servers	If you are going to set up either a local area or a mixed-interconnect cluster, you will need to make these determinations.
Cluster group number and cluster password	If you are going to set up a local area cluster or a mixed-interconnect cluster that is LAN-based, use the following rules to determine the cluster group number and password: Cluster group number --- A number in the range from 1 to 4095 or 61440 to 65535 Cluster password --- Must be from 1 to 31 alphanumeric characters in length and can include dollar signs ($) and underscores (_)

After you have completed all the tasks in this chapter, go to Chapter 3 to begin the installation.

This chapter describes the following installation tasks:

• Preparing to respond to prompts during the installation
• Installing from the operating system CD-ROM
• Creating the system disk
• Registering licenses
• Selecting operating system components
• Installing layered products
• Booting the new system disk
• Rebooting the system
• Joining an OpenVMS Cluster (optional)
• Running AUTOGEN
• Logging in to the SYSTEM account

At different points during the installation, you must respond to prompts asking you to supply specific information. This manual and the Help text available during the installation procedure tell you how to obtain most of this information and how to make decisions when responding to specific prompts.

However, Compaq recommends that you review the following summary before you begin the installation so that you have an understanding beforehand of the types of information you will need to provide.

During the installation, the system will prompt you for the following information:

• The names of the source drive, target drive, and local area network device (if you are booting from an InfoServer system).
• Whether you want to select the INITIALIZE or PRESERVE option (as described in Chapter 1).
• A volume label for the target disk (if you choose not to use the default volume label).
• A password for the SYSTEM account. You will be prompted to enter a password of at least 8 characters (but not exceeding 31 characters).
• Whether you want to join an OpenVMS Cluster system and, if so, what kind (as described in Chapter 2).
• DECnet node name and address (or values for the system parameters, SCSNODE and SCSSYSTEMID).

  Note If you install the DECnet-Plus for OpenVMS Alpha software but want to use addresses compatible with DECnet Phase IV for OpenVMS Alpha software, you still need to provide this information. These settings identify your system by name and number in a DECnet or cluster environment. Note as well that if you supply a DECnet address, the system will automatically calculate the SCSSYSTEMID value. If necessary, see the network or system manager to obtain this information.

• Information listed on Product Authorization Keys (PAKs) for your OpenVMS licenses. To register your licenses, you will need to enter the information listed on the PAK for each license.
• Operating system components that you want to install (including DECwindows and OpenVMS Management Station files). You can install all components by default, or you can select each component individually.
  You can install DECwindows Motif, DIGITAL TCP/IP Services for OpenVMS, and either DECnet-Plus or DECnet Phase IV with the OpenVMS Alpha operating system. If you install DECwindows Motif, you must include the Support for DECwindows components. If you install either implementation of DECnet, you must include the Support for DECnet components. You must also include these components if you later plan to install these products separately.
  If you need to create a kit to install the PC component of the OpenVMS Management Station software, then you must include the OpenVMS Management Station Software---PC files component.
  See Section 3.5.3 for a complete list of components included with the OpenVMS Alpha operating system.

The OpenVMS Alpha Version 7.2 operating system includes procedures that allow you to easily install the operating system using the POLYCENTER Software Installation utility. To get started, boot the OpenVMS Alpha operating system CD-ROM either from your local CD-ROM drive or from a CD-ROM drive connected to the InfoServer, as described in the following sections.

3.2.1 Booting from the Local Drive

To boot the operating system CD-ROM from the local CD-ROM drive, follow these steps:

1. Insert the operating system CD-ROM into the local CD-ROM drive.
2. At the console prompt (>>>), enter the SHOW DEVICE command so you can identify the name of the CD-ROM drive (for example, DKA400:).
3. Enter the boot command in the following format:

   BOOT -FLAGS 0,0 source-drive

   
   Substitute the device name of the CD-ROM drive (as listed in the SHOW DEVICE display) for source-drive.
   For example, if the SHOW DEVICE display lists the device name of your CD-ROM drive as DKA400, enter the following command and press the Return key:

   >>> BOOT -FLAGS 0,0 DKA400

To boot the operating system CD-ROM using the InfoServer, follow these steps:

1. At the console prompt, enter the following command:

   >>> BOOT -FLAGS 0,0 -FILE APB_072 lan-device-name

   
   Note the following conventions:

   • APB_072 is the file name of the APB program used for the initial system load (ISL) boot program.
   • lan-device-name is the name of the local area network (LAN) device identified with your computer. For information about the LAN devices your system supports, refer to the following table. For additional information, see the hardware manuals that you received with your Alpha computer and the OpenVMS Software Product Description.

   Alpha Computer	Ethernet Device	FDDI Device
   ALPHAbook 1	EOA0	--
   AlphaServer 400 series	EWA0	FWA0
   AlphaServer 1000 series	ERA0, EWA0	FRA0
   AlphaServer 1000A series	EWA0	FWA0
   AlphaServer 1200 series	EWA0	FWA0
   AlphaServer 2000 series	ERA0, EWA0	FRA0
   AlphaServer 2100, 2100A series	ERA0, EWA0	FRA0
   AlphaServer 4100 series	EWA0	FWA0
   AlphaServer 8200 series	EXA0, EWA0	FXA0
   AlphaServer 8400 series	EXA0, EWA0	FXA0
   AlphaStation 200 series	EWA0	FWA0
   AlphaStation 400 series	EWA0	FWA0
   AlphaStation 500 series	EWA0	FWA0
   AlphaStation 600 series	ERA0, EWA0	FWA0
   DEC 2000 series	ERA0	--
   DEC 3000 series	ESA0	"n/ESA0"
   DEC 4000 series	EZA0	--
   DEC 7000 series	EXA0	FXA0
   DEC 10000 series	EXA0	FXA0
   Digital Personal Workstation (DPWS) series	EWA0	FWA0

   Note If you are using a DEC 3000 or 4000 series system, note the following: On DEC 3000 series systems, you can boot through the InfoServer using an alternate TURBOchannel device, such as a PMAD (Ethernet) or DEFTA (FDDI), by specifying the device name as "n/ESA0". The value for n is the TURBOchannel slot number, which you can obtain by entering the SHOW CONFIGURATION command at the console prompt (>>>) and examining the display. For more information, see Section A.1.8, in Appendix A. On DEC 4000 series systems, you must specify the ISL file name in uppercase (APB_072).

2. The InfoServer ISL program then displays the following menu:

   Network Initial System Load Function Version 1.2 FUNCTION FUNCTION ID 1 - Display Menu 2 - Help 3 - Choose Service 4 - Select Options 5 - Stop Enter a function ID value:

3. Respond to the prompts as follows, pressing the Return key after each entry:
   1. Enter 3 for the function ID.
   2. Enter 2 for the option ID.
   3. Enter the service name (ALPHA072).
   
   A sample display follows:

   ---

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