Tuesday, August 21, 2012

Installation of AIx

Perform a new and complete overwrite BOS installation from CD

Note:Before you perform this step, make sure you have reliable backups of your data and any customized applications or volume groups. The instructions on how to create a system backup are described later in this article.
Using this scenario, you can install the AIX operating system for the first time or overwrite an existing version of the operating system. This scenario involves the following steps:
Step 1. Prepare your system
  • There must be adequate disk space and memory available. AIX 5L Version 5.2 and AIX 5L Version 5.3 require 128MB of memory and 2.2GB of physical disk space.
  • Make sure your hardware installation is complete, including all external devices.
  • If your system needs to communicate with other systems and access their resources, make sure you have the information in the following worksheet before proceeding with the installation:
Network AttributeValue
Network interfaceFor example: en0, et0
Host name 
IP address 
Network mask 
Nameserver 
Domain name 
Gateway 

Step 2. Boot from the AIX product CD

  1. Insert the AIX Volume 1 CD into the CD-ROM device.
  2. Make sure all external devices attached to the system, such as CD-ROM drives, tape drives, DVD drives, and terminals, are turned on. Only the CD-ROM drive from which you will install AIX should contain the installation media.
  3. Power on the system.
  4. When the system beeps twice, press F5 on the keyboard or 5 on an ASCII terminal. If you have a graphics display, you will see the keyboard icon on the screen when the beeps occur. If you have an ASCII terminal, you will see the word keyboard when the beeps occur.
  5. Select the system console by pressing F1 or 1 on an ASCII terminal and press Enter.
  6. Select the English language for the BOS installation menus by typing a 1 in the Choice field. Press Enter to open the Welcome to Base Operating System Installation and Maintenance screen.
  7. Type 2 to select 2 Change/Show Installation Settings and Install in the Choice field and press Enter.
     Welcome to Base Operating System 
       Installation and Maintenance
    
                              
    Type the number of your choice and press Enter. Choice is 
    indicated by >>>. 
    
         1 Start Install Now with Default Settings
          
         2 Change/Show Installation Settings and Install 
         
         3 Start Maintenance Mode for System Recovery
          
         88   Help ? 
         99   Previous Menu
    >>>     Choice [1]: 2

Step 3. Set and verify BOS installation settings

  1. In the Installation and Settings screen, verify that the installation settings are correct by checking the method of installation (new and complete overwrite), the disk or disks you want to install, the primary language environment settings, and the advanced options.

    If the default choices are correct, type 0 and press Enter to begin the BOS installation. The system automatically reboots after installation is complete. Go to Step 4. Configure the system after installation.

    Otherwise, go to sub-step 2.
  2. To change the System Settings, which includes the method of installation and disk where you want to install, type 1 in the Choice field and press Enter.
          Installation and Settings 
    
    
    Either type 0 and press Enter to install with current settings, 
      or type the number of the setting you want to change 
      and press Enter.
         
         
    1 System Settings: 
      Method of Installation..................New and Complete Overwrite 
      Disk Where You Want to Install..hdisk0
         
         
    >>> Choice [0]: 1
  3. Type 1 for New and Complete Overwrite in the Choice field and press Enter. The Change Disk(s) Where You Want to Install screen now displays.
       Change Disk(s) Where You Want to Install 
    
    
    Type one or more numbers for the disk(s) to be used for 
    installation and press Enter. To cancel a choice, type the 
    corresponding number and Press Enter. At least one 
    bootable disk must be selected. The current choice is 
    indicated by >>>. 
    
             Name    Location Code Size(MB) VG Status Bootable
    
         1   hdisk0  04-B0-00-2,0  4296    None  Yes 
         2   hdisk1  04-B0-00-5,0  4296    None  Yes 
         3   hdisk2  04-B0-00-6,0  12288    None  Yes
    
    >>> 0 Continue with choices indicated above 
    
         66  Disks not known to Base Operating System Installation 
         77  Display More Disk Information 
         88  Help ? 
         99  Previous Menu 
    
    >>> Choice [0]:
  4. In the Change Disk(s) Where You Want to Install screen:
    1. Select hdisk0 by typing a 1 in the Choice field and press Enter. The disk will now be selected as indicated by >>>. To unselect the destination disk, type the number again and press Enter.
    2. To finish selecting disks, type a 0 in the Choice field and press Enter. The Installation and Settings screen now displays with the selected disks listed under System Settings.
  5. Change the Primary Language Environment Settings to English (United States). Use the following steps to change the Cultural Convention, Language, and Keyboard to English.
    1. Type 2 in the Choice field on the Installation and Settings screen to select the Primary Language Environment Settings option.
    2. Type the number corresponding to English (United States) as the Cultural Convention in the Choice field and press Enter.
    3. Select the appropriate keyboard and language options.
    You do not need to select the More Options selection, because you are using the default options in this scenario. For more information about the installation options available in AIX 5.2 and greater, see Installation Options in the AIX 5L Version 5.3 Installation Guide and Reference.
  6. Verify that the selections are correct in the Overwrite Installation Summary screen, as follows:
     Overwrite Installation Summary
    
    Disks:    hdisk0
    Cultural Convention:    en_US
    Language:    en_US
    Keyboard:    en_US
    64 Bit Kernel Enabled:    No
    JFS2 File Systems Created:    No
    Desktop:    CDE
    Enable System Backups to install any system:    Yes
    
    Optional Software being installed:
    
    >>> 1   Continue with Install
           88  Help ?
           99  Previous Menu
    
    >>> Choice [1]:
  7. Press Enter to begin the BOS installation. The system automatically reboots after installation is complete.

Step 4. Configure the system after installation

  1. After a new and complete overwrite installation, the Configuration Assistant opens on systems with a graphics display. On systems with an ASCII display, the Installation Assistant opens.
  2. Select the Accept Licenses option to accept the electronic licenses for the operating system.
  3. Set the date and time, set the password for the administrator (root user), and configure the network communications (TCP/IP).

    Use any other options at this time. You can return to the Configuration Assistant or the Installation Assistant by typing configassist or smitty assist at the command line.
  4. Select Exit the Configuration Assistant and select Next. Or, press F10 or ESC+0 to exit the Installation Assistant.
  5. If you are in the Configuration Assistant, select Finish now. Do not start the Configuration Assistant when restarting AIX and select Finish.
At this point, the BOS Installation is complete, and the initial configuration of the system is complete.

Perform a nonprompted new and complete overwrite BOS installation from CD

Using this scenario, you can perform a nonprompted new and complete overwrite BOS installation from CD. The first time you install, the BOS installation program presents menus from which you must choose setup options.
For subsequent installations, you can change many aspects of the default BOS installation program by editing the bosinst.data file. The bosinst.data file directs the actions of the BOS installation program. The file resides in the /var/adm/ras directory on the installed machine only, and it is not accessible on the commercial tape or the CD on which you received AIX 5L Version 5.3.
Also, the bosinst.data file can be used to replicate one set of installation settings on other machines. For example, system administrators can create a bosinst.data file with settings that can be used to install all the machines they support that have the same configuration.
In this scenario, you will create a bosinst.data file that will not prompt the user during the BOS installation menus.
This scenario involves the following steps:
Note:
If you are overwriting an existing system, gather the TCP/IP information from the system before you begin this scenario. Also, before you perform a new and complete overwrite installation, make sure you have reliable backups of your data and any customized applications or volume groups. The instructions on how to create a system backup are described elsewhere in this article.
Create a customized bosinst.data file
  1. Use the cd command to change your directory to the /var/adm/ras directory.
  2. Copy the /var/adm/ras/bosinst.data file to a new name, such as bosinst.data.orig. This step preserves the original bosinst.data file.
  3. Edit the bosinst.data file with an ASCII editor, as follows: Note: The following example includes automatic acceptance of software license agreements.
    control_flow:
    CONSOLE = /dev/lft0
    INSTALL_METHOD = overwrite
    PROMPT = noPROMPT = no
    EXISTING_SYSTEM_OVERWRITE = yes
    INSTALL_X_IF_ADAPTER = yes
    RUN_STARTUP  = yes
    RM_INST_ROOTS = no
    ERROR_EXIT =
    CUSTOMIZATION_FILE =
    TCB =
    INSTALL_TYPE = full
    BUNDLES =
    SWITCH_TO_PRODUCT_TAPE = no
    RECOVER_DEVICES = yes
    BOSINST_DEBUG = no
    ACCEPT_LICENSES = yes
    INSTALL_64BIT_KERNEL = 
    INSTALL_CONFIGURATION = 
    DESKTOP = CDE
    
    target_disk_data:
        LOCATION =
        SIZE_MB = 
        HDISKNAME = hdisk0
    
    locale
        BOSINST_LANG = en_US
        CULTURAL_CONVENTION = en_US
        MESSAGES = C
        KEYBOARD = en_US
  4. Verify the contents of the edited bosinst.data file using the bicheck command:
    /usr/lpp/bosinst/bicheck  bosinst.data
  5. Copy the edited file to the root directory:
    cp /var/adm/ras/bosinst.data  /bosinst.data
Create a supplementary diskette
  1. Create an ASCII file consisting of one word:
    data
  2. Save the new ASCII file and name it signature.
  3. Copy the signature file to the root directory.
  4. Create the supplementary diskette and use it for installation. Back up the edited bosinst.data file and the new signature file to the diskette with the following command:
    ls  ./bosinst.data  ./signature | backup  -iqv
Boot from the AIX product CD
  1. Insert the diskette in the diskette drive of the target machine you are installing.
  2. Insert the AIX Volume 1 CD in the CD-ROM drive.
  3. Boot the system.
Rather than the default bosinst.data file shipped with the installation media to answer the questions in the BOS menus, the BOS installation program uses the customized bosinst.data file on the diskette. If you filled in the values correctly in the bosinst.data file, the BOS installation will begin. If the BOS installation program detects an error with a value in the bosinst.data file, the BOS menus will display with a message explaining what information needs to be corrected.

Perform a migration BOS installation from CD

Note:
If you are overwriting an existing system, gather the TCP/IP information before you begin this scenario. Also, before you perform a migration installation, make sure you have reliable backups of your data and any customized applications or volume groups. The instructions on how to create a system backup are described later in this article.
Using this scenario, you can migrate a system from AIX 4.3.3 (or later) to AIX 5.3.

Step 1. Prepare for the migration

Before starting the migration, complete the following prerequisites:
  1. Ensure that the root user has a primary authentication method of SYSTEM. You can check this condition by typing the following command:
    # lsuser -a auth1 root

    If needed, change the value by typing the following command:
    # chuser auth1=SYSTEM root
  2. Before you begin the installation, other users who have access to your system must be logged off.
  3. Verify that your applications will run on AIX 5L Version 5.3. Also, check if your applications are binary compatible with AIX 5L Version 5.3. For details on binary compatibility, check out the AIX 5L Version 5 binary compatibility Web site. If your system is an application server, verify that there are no licensing issues. Refer to your application documentation or provider to verify on which levels of AIX your applications are supported and licensed. You can also check the AIX application availability guide.
  4. Check that your hardware microcode is up to date.
  5. All requisite hardware, including any external devices, such as tape drives or CD/DVD-ROM drives, must be physically connected and powered on.
  6. Use the errpt command to generate an error report from entries in the system error log. To display a complete detailed report, type the following:
    # errpt -a
  7. There must be adequate disk space and memory available. AIX 5L Version 5.3 requires 128MB of memory and 2.2GB of physical disk space.
  8. Run the pre-migration script located in the mount_point/usr/lpp/bos directory on your CD. To mount the CD, run the following command:
    # mount -v cdrfs -o ro /dev/cdN /mnt 

    where "N" is your CD drive number.
  9. Make a backup copy of your system software and data. The instructions on how to create a system backup are described elsewhere in this article.
  10. Always refer to the release notes for the latest migration information.

Step 2. Boot from the AIX product CD

  1. If they are not already on, turn on your attached devices.
  2. Insert the AIX Volume 1 CD into the CD-ROM device.
  3. Reboot the system by typing the following command:
    # shutdown -r
  4. When the system beeps twice, press F5 on the keyboard or 5 on an ASCII terminal. If you have a graphics display, you will see the keyboard icon on the screen when the beeps occur. If you have an ASCII terminal, you will see the word keyboard when the beeps occur.
  5. Select the system console by pressing F1 or 1 on an ASCII terminal and press Enter.
  6. Select the English language for the BOS installation menus by typing a 1 at the Choice field and press Enter. The Welcome to Base Operating System Installation and Maintenance menu opens.
  7. Type 2 to select Change/Show Installation Settings and Install in the Choice field and press Enter.
     Welcome to Base Operating System 
       Installation and Maintenance 
    
    Type the number of your choice and press Enter. Choice is 
         indicated by >>>. 
    
         1 Start Install Now with Default Settings 
    
         2 Change/Show Installation Settings and Install 
    
         3 Start Maintenance Mode for System Recovery 
    
         88   Help ? 
         99   Previous Menu
     >>>     Choice [1]: 2

Step 3. Verify migration installation settings and begin installation

  1. Verify that migration is the method of installation. If migration is not the method of installation, select it now. Select the disk or disks you want to install.
    1 System Settings:                
         Method of Installation....................Migration 
         Disk Where You Want to Install............hdisk0
  2. Select Primary Language Environment Settings after install.
  3. Type 3 and press Enter to select More Options. To use the Help menu to learn more about the options available during a migration installation, type 88 and press Enter in the Installation Options menu. For more information about the installation options available in AIX 5L Version 5.3, see Installation Options in the AIX 5L Version 5.3 Installation Guide and Reference.
  4. Verify the selections in the Migration Installation Summary screen and press Enter.
  5. When the Migration Confirmation menu displays, follow the menu instructions to list system information or continue with the migration by typing 0 and pressing Enter.
      Migration Confirmation 
    
    Either type 0 and press Enter to continue the installation,
    or type the number of your choice and press Enter. 
    
      1. List the saved Base System configuration files which 
           will not be merged into the system. These files are 
           saved in /tmp/bos.
      2. List the filesets which will be removed and not replaced.
      3. List directories which will have all current contents 
           removed.
      4. Reboot without migrating. 
    
    Acceptance of license agreements is required before using 
    system. You will be prompted to accept after the system 
    reboots. 
    
    >>> 0 Continue with the migration. 
    88 Help ? 
    
    ------------------------------------------------------------
    
    WARNING: Selected files, directories, and filesets 
    (installable options) from the Base System will be removed. 
    Choose 2 or 3 for more information. 
    
    >>> Choice[0]:
    


Step 4. Verify system configuration after installation

After the migration is complete, the system will reboot. Verify the system configuration, as follows:
  1. After a migration installation, the Configuration Assistant opens on systems with a graphics display. And after a migration installation, the Installation Assistant opens on systems with an ASCII display.

    For more information about the Configuration Assistant or the Installation Assistant, see the Configuring the Operating System section in the AIX 5L Version 5.3 Installation Guide and Reference.
  2. Select the Accept Licenses option to accept the electronic licenses for the operating system.
  3. Verify the administrator (root user) password and network communications (TCP/IP) information.

    Use any other options at this time. You can return to the Configuration Assistant or the Installation Assistant by typing configassist or smitty assist at the command line.
  4. Select Exit the Configuration Assistant and select Next. Or, press F10 or ESC+0 to exit the Installation Assistant.
  5. If you are in the Configuration Assistant, select Finish now. Do not start the Configuration Assistant when restarting AIX and select Finish.
  6. When the login prompt displays, log in as the root user to perform system administration tasks.
  7. Run the /usr/lpp/bos/post_migration script.   

Clone a rootvg using alternate disk installation

Using this scenario, you can clone AIX running on rootvg to an alternate disk on the same system, install a user-defined software bundle, and run a user-defined script to customize the AIX image on the alternate disk. Because the alternate disk installation process involves cloning an existing rootvg to a target alternate disk, the target alternate disk must not be already assigned to a volume group.
For information about alternate disk installation, see AIX 5L Version 5.3 Installation Guide and Reference.

Step 1. Prepare for the alternate disk installation

  1. Check the status of physical disks on your system. Type:
    # lspv

    Output similar to the following displays:
    hdisk0     0009710fa9c79877     rootvg     active  
    hdisk1     0009710f0b90db93     None

    You can use hdisk1 as our alternate disk because no volume group is assigned to this physical disk.
  2. Check to see if the alt_disk_install fileset has been installed by running the following (Note: This command is obsolete in AIX 5L Version 5.3. It has been replaced by alt_disk_copy, alt_disk_mksysb, and alt_rootvg_op.):
    # lslpp -L bos.alt_disk_install.rte 

    Output similar to the following displays if the alt_disk_install fileset is not installed:
    lslpp: 0504-132 Fileset bos.alt_disk_install.rte not installed.
  3. Using Volume 1 of the AIX installation media, install the alt_disk_install fileset by running the following:
    # geninstall -d/dev/cd0 bos.alt_disk_install.rte    

    Output similar to the following displays:
    +-------------------------------------------------------------+
           Summaries
    +-------------------------------------------------------------+
    
      Installation Summary
    --------------------------------------------------------------- 
    Name           Level     Part     Event     Result 
    ---------------------------------------------------------------  
    bos.alt_disk_install.rte  5.3.0.0   USR      APPLY     SUCCESS
  4. Create a user-defined bundle called /usr/sys/inst.data/user_bundles/MyBundle.bnd that contains the following filesets:
    I:bos.content_list
    I:bos.games

    For more information on how to create a user-defined software bundle, see AIX 5L Version 5.3 Installation Guide and Reference.
  5. Create the /home/scripts directory:
    mkdir /home/scripts
  6. Create a user-defined customization script called AddUsers.sh in the /home/scripts directory:
    touch /home/scripts/AddUsers.sh
    chmod 755 /home/scripts/AddUsers.sh
  7. Edit /home/scripts/AddUsers.sh to contain the following lines:
    mkuser johndoe 
    touch /home/johndoe/abc.txt 
    touch /home/johndoe/xyz.txt

Step 2. Perform the alternate disk installation and customization

  1. To clone the rootvg to an alternate disk, type the following at the command line to open the SMIT menu:
    # smit alt_clone
  2. Select hdisk1 in the Target Disk to Install field.
  3. Select the MyBundle bundle in the Bundle to Install field.
  4. Insert Volume 1 of the installation media.
  5. Type /dev/cd0 in the Directory or Device with images field.
  6. Type /home/scripts/AddUsers.sh in the Customization script field.
  7. Press Enter to start the alternate disk installation.
  8. Check that the alternate disk was created by running the following:
    # lspv

    Output similar to the following displays:
    hdisk0  0009710fa9c79877  rootvg
    hdisk1  0009710f0b90db93  altinst_rootvg

Step 3. Boot from the alternate disk

  1. By default, the alternate disk installation process changes the boot list to the alternate disk. To check this, run the following:
    # bootlist -m normal -o 

    Output similar to the following displays:
    hdisk1
  2. Reboot the system. Type:
    # shutdown -r  

    The system boots from the boot image on the alternate disk (hdisk1).

Step 4. Verify the operation

  1. When the system reboots, it will be running off the alternate disk. To check this, type the following:
    # lspv 

    Output similar to the following displays:
    hdisk0  0009710fa9c79877  old_rootvg 
    hdisk1  0009710f0b90db93  rootvg
  2. Verify that the customization script ran correctly by typing the following:
    # find /home/johndoe -print   

    Output similar to the following displays:
    /home/johndoe  
    /home/johndoe/.profile 
    /home/johndoe/abc.txt 
    /home/johndoe/xyz.txt 
  3. Verify that the contents of your software bundle was installed by typing the following:
    # lslpp -Lb MyBundle  

    Output similar to the following displays:
    Fileset            Level State   Description
    ------------------------------------------------------------ 
    bos.content_list   5.3.0.0  C    AIX Release Content List  
    bos.games          5.3.0.0  C    Games

Configure NIM using EZNIM

Using this scenario, you can use the SMIT EZNIM option to configure the NIM environment for the first time. The SMIT EZNIM option installs the bos.sysmgt.nim.master fileset and configures the NIM environment. The configuration involves creating the NIM database and populating it with several default entries. Several basic NIM resources will then be created and defined in the NIM database.
  1. Type the following:
    # smitty eznim
  2. Select Configure as a NIM Master and press Enter.
  3. Select Setup the NIM Master Environment and press Enter.
  4. Verify that the default selections for software source, volume group, and file system are correct for your environment. Change the selections, if needed.
  5. Press Enter to begin configuring the NIM environment.
  6. To display the NIM resources that have been created, do the following:
    1. Use the SMIT eznim_master_panel fast path to open the EZNIM Master menu.
    2. Select Show the NIM environment and press Enter.

Install a client using NIM

Using this scenario, you can perform a new and complete BOS installation on a NIM client. It is assumed that you have already configured the NIM master, defined the basic NIM resources, and defined the NIM client you want to install.
For a guide on configuring the NIM environment and defining resources, see Configure NIM using EZNIM.
In this scenario you will do the following:
  1. Perform an BOS (rte) installation.
  2. Use a bosinst_data resource to perform a nonprompted installation. For information on how to create a bosinst.data file for nonprompted installation, see Perform a nonprompted new and complete overwrite BOS installation from CD.
  3. Use a resolv_conf resource to configure the network nameserver and domain.
You should first perform a system backup on the client to ensure safe system recovery. For more details, see Create a system backup to tape.
  1. Type the following:
    # smit nim_bosinst
  2. Select a target for the BOS installation operation.
  3. Select rte installation for the installation type.
  4. Select the lpp_source resource for the BOS installation.
  5. Select the SPOT resource for the BOS installation.
  6. Select the BOSINST_DATA to use during installation option and select a bosinst_data resource that is capable of performing a nonprompted BOS installation.
  7. Select the RESOLV_CONF to use for network configuration option and select a resolv_conf resource.
  8. Select the Accept New License Agreements option and select Yes.
  9. Accept the default values for the remaining menu options.
  10. Press Enter to confirm and begin the NIM client installation.
  11. To check the status of the NIM client installation, type:
    # lsnim -l va09
Output similar to the following displays:
va09: 

     class  = machines 
     type   = standalone 
     default_res  = basic_res_grp 
     platform  = chrp 
     netboot_kernel  = up 
     if1   = master_net va09 0 
     cable_type1  = bnc 
     Cstate   = Base Operating System installation is 
                              being performed. 
     prev_state   = BOS installation has been enabled. 
     Mstate   = in the process of booting 
     info   = BOS install 7% complete : 0% of operations 
                              completed. 
     boot   = boot 
     bosinst_data   = bid_tty_ow
     lpp_source   = 520lpp_res 
     nim_script  = nim_script 
     resolv_conf  = master_net_conf 
     spot   = 520spot_res 
     cpuid   = 0009710F4C00 
     control   = master 
     Cstate_result  = success
 

Create a system backup to tape

Using this scenario, you can create and verify a bootable system backup, also known as a root volume group backup or mksysb image.

Step 1. Prepare for system backup creation

Before creating system backups, complete the following prerequisites:
  1. Be sure you are logged in as root user.
  2. If you plan to use a backup image for installing other differently configured target systems, you must create the image before configuring the source system, or set the RECOVER_DEVICES variable to no in the bosinst.data file. For more information about the bosinst.data file, refer to Perform a new and complete overwrite BOS installation from CD.
  3. Consider altering passwords and network addresses if you use a backup to make master copies of a source system. Copying passwords from the source to a target system can create security problems. Also, if network addresses are copied to a target system, duplicate addresses can disrupt network communications.
  4. Mount all file systems you want to back up. The mksysb command backs up only mounted JFS (Journaled File System) and JFS2 (Enhanced Journaled File System) in the rootvg. Note: The mksysb command does not back up file systems mounted across an NFS network.
  5. Unmount any local directories that are mounted over another local directory. Note: This backup procedure backs up files twice if a local directory is mounted over another local directory in the same file system. For example, if you mount /tmp over /usr/tmp, the files in the /tmp directory are then backed up twice. This duplication might exceed the number of files that a file system can hold, which can cause a future installation of the backup image to fail.
  6. Use the /etc/exclude.rootvg file to list files you do not want backed up.
  7. Make at least 12MB of free disk space available in the /tmp directory. The mksysb command requires this working space for the duration of the backup. Use the df command, which reports in units of 512-byte blocks, to determine the free space in the /tmp directory. Use the chfs command to change the size of the file system, if necessary.
    For example, the following command adds 12MB of disk space to the /tmp directory of a system with 4MB partitions:
    # chfs -a size=+24000 /tmp
  8. All hardware must already be installed, including external devices, such as tape and CD-ROM drives.
  9. The bos.sysmgt.sysbr fileset must be installed. The bos.sysmgt.sysbr fileset is automatically installed in AIX 5.3. To determine if the bos.sysmgt.sysbr fileset is installed on your system, type:
    # lslpp -l bos.sysmgt.sysbr 

    If the lslpp command does not list the bos.sysmgt.sysbr fileset, install it before continuing with the backup procedure. Type the following:
    # installp -agqXd /dev/cd0 bos.sysmgt.sysbr 

Step 2. Create a system backup to tape

  1. Enter the smit mksysb fast path.
  2. Select the tape device in the Backup DEVICE or File field.
  3. If you want to create map files, select Yes in the Create Map Files? field. Note: If you plan to reinstall the backup to target systems other than the source system, or if the disk configuration of the source system might change before reinstalling the backup, do not create map files.
  4. To exclude certain files from the backup, select Yes in the Exclude Files field.
  5. Select Yes in the List Files field as they are backed up.
  6. If you are running any other programs during the backup, select Yes in the Disable software packing of backup? field.
  7. Use the default values for the rest of the menu options.
  8. Press Enter to confirm and begin the system backup process.
  9. The COMMAND STATUS screen displays, showing status messages while the system makes the backup image. When the backup process finishes, the COMMAND: field changes to OK.
  10. To exit SMIT when the backup completes, press F10 or Esc+0.
  11. Remove the tape and label it. Write-protect the backup tape.
  12. Record any root and user passwords that were backed up. Remember that these passwords become active if you use the backup to either restore this system or install another system.
You now have successfully created the backup of your rootvg. Because the system backup contains a boot image, you can use this tape to start your system if for some reason you cannot boot from hard disks.

Clone a system using a system backup tape

With a mksysb image, you can clone one system image onto multiple target systems. The target systems might not contain the same hardware devices or adapters, require the same kernel (uniprocessor or multiprocessor), or be the same hardware platform as the source system.
Note: AIX 5L Version 5.3 does not support uniprocessor kernel.
Beginning in AIX 5L Version 5.2, all devices and kernel support are installed by default during the BOS installation process. If the Enable System Backups to install any system selection in the Install Software menu was set to Yes, you can create a mksysb image that boots and installs supported systems. Verify that your system is installed with all devices and kernel support by typing the following:
# grep ALL_DEVICES_KERNELS /var/adm/ras/bosinst.data 

Output similar to the following displays:
ALL_DEVICES_KERNELS = yes 

Use this scenario if your system was not installed with all devices and kernel support during BOS installation. Be sure to boot from the appropriate product media for your system and at the same maintenance level of BOS as the installed source system on which the mksysb was made. For example, use BOS AIX 5.3 media with a mksysb from a BOS AIX 5.3 system. Use this how-to when installing a system backup tape to a different system.
In this scenario, you will do the following:
  1. Boot the system with the AIX Volume 1 CD in the CD-ROM drive and the system backup tape in the tape device.
  2. Select Start Maintenance Mode for System Recovery.
  3. Select Install from a system backup.
  4. Select the drive containing the backup tape and press Enter.
The system reads the media and begins the installation.
You are then prompted for the BOS installation language and the Welcome screen displays. Continue with the prompted installation, because cloning is not supported in nonprompted installations.
If you are cloning from the product CD to restore a backup tape, do not remove the CD from the CD-ROM drive.
After the mksysb installation completes, the installation program automatically installs additional devices and the kernel (uniprocessor or multiprocessor) on your system using the original product media you booted from. Information is saved in the BOS installation log files. To view the BOS installation log files, type cd /var/adm/ras and view the devinst.log file in this directory.
If the source system does not have the correct passwords and network information, you can make modifications on the target system now. Also, some products (such as graPHIGS) ship device-specific files. If your graphics adapter is different on the target system, verify that the device-specific filesets for graphics-related LPPs are installed.

Clean up a failed software installation

Using this scenario, you can clean up software products and service updates after an interrupted or failed installation. The cleanup procedure attempts to delete items that were partially installed or left in an incomplete state. This scenario applies only to the update or installation of optional software products. If your AIX 5L Version 5.3 BOS installation was unsuccessful, see the AIX 5L Version 5.3 Installation Guide and Reference.
Note: It is recommended that you first perform a system backup before installing software updates to ensure safe system recovery. See the Create a system backup to tape.
The cleanup procedure attempts to revert the update to its previous state. For example, when cleaning up an update that was interrupted in the COMMITTING state, the cleanup procedure attempts to return the update to its APPLIED state.
If an update installation is interrupted, run the lslpp -l command to see the current state of the update. For example, if you run lslpp -l on an interrupted update installation, it might report the update status as APPLYING rather than APPLIED.
If the interruption occurs during the initial state of an installation, then the cleanup procedure attempts to delete the installation entirely and restore the previous version of the product (if there is one). When the previous version is restored, it becomes the active version. When the previous version cannot be restored, the software is listed by the lslpp -l command as BROKEN.
When the product is deleted or BROKEN, you can attempt to reinstall the software. Any product in the BROKEN state cannot be cleaned up; it can only be reinstalled or removed.
To initiate a cleanup procedure using SMIT:
  1. Type smit maintain_software on the command line.
  2. Select Clean Up After Failed or Interrupted Installation and press Enter.
To initiate a cleanup procedure from the command line, type installp -C on the command line and press Enter.
If prompted to reboot (restart) the system after running the cleanup procedure, then do so now.
If you get a message indicating that no products were found that could be cleaned up, you might have executed the cleanup procedure when it was not needed. Try your installation again.

Install AIX on a partition using HMC and a CD-ROM device

Prerequisites

In this procedure, you will perform a new and complete AIX BOS installation on a logical partition using the partition's CD-ROM device. This procedure assumes that there is an HMC attached to the managed system.
Before you begin this procedure, you should have already used the HMC to create a partition and partition profile for the client. Assign the SCSI bus controller attached to the CD-ROM device, a network adapter, and enough disk space for the AIX operating system to the partition. Set the boot mode for this partition to be SMS mode. After you have successfully created the partition and partition profile, leave the partition in the Ready state. For instructions about how to create a logical partition and partition profile, refer to the Creating logical partitions and partition profiles article in the IBM eServer Hardware Information Center.

Step 1. Activate the partition

  1. Activate the partition
    1. Insert the AIX 5L Volume 1 CD into the CD device of the managed system.
    2. Right-click on the partition to open the menu.
    3. Select Activate. The Activate Partition menu opens with a selection of partition profiles. Be sure the correct profile is highlighted.
    4. Select Open a terminal window or console session at the bottom of the menu to open a virtual terminal (vterm) window.
    5. Select Advanced to open the Advanced options menu.
    6. For the Boot mode, select SMS.
    7. Select OK to close the Advanced options menu.
    8. Select OK. A vterm window opens for the partition.

Step 2. In the SMS menu on the vterm

  1. In the SMS menu on the vterm, do the following:
    1. Press the 5 key and press Enter to select 5. Select Boot Options. PowerPC Firmware Version SF220_001 SMS 1.5 (c) Copyright IBM Corp. 2000, 2003 All rights reserved. ----------------------------------------------------------- Main Menu 1. Select Language 2. Setup Remote IPL (Initial Program Load) 3. Change SCSI Settings 4. Select Console 5. Select Boot Options ----------------------------------------------------------- Navigation Keys: X = eXit System Management Services ----------------------------------------------------------- Type the number of the menu item and press Enter or select Navigation Key: 5
    2. Press the 2 key and press Enter to select 2. Select Boot Devices.
    3. Press the 1 key and press Enter to select 1. Select first Boot Device.
    4. Press the 3 key and press Enter to select 3. CD/DVD.
    5. Select the media type that corresponds to the CD-ROM device and press Enter.
    6. Select the device number that corresponds to the CD-ROM device and press Enter. The CD-ROM device is now the first device in the Current Boot Sequence list.
    7. Press the ESC key until you return to the Configure Boot Device Order menu.
    8. Press the 2 key to select 2. Select the second Boot Device.
    9. Press the 5 key and press Enter to select 5. Hard Drive.
    10. If you have more than one hard disk in your partition, determine which hard disk you will use to perform the AIX installation. Select the media type that corresponds to the hard disk and press Enter.
    11. Select the device number that corresponds to the hard disk and press Enter.
    12. Press the x key to exit the SMS menu. Confirm that you want to exit SMS.

Step 3. Boot from the AIX 5L Volume 1

  1. Boot from the AIX 5L Volume 1, as follows:
    1. Select Console and press Enter.
    2. Select Language for BOS installation menus and press Enter to open the Welcome to Base Operating System Installation and Maintenance menu.
    3. Type 2 to select Change/Show Installation Settings and Install in the Choice field and press Enter.
         Welcome to Base Operating System 
           Installation and Maintenance 
      Type the number of your choice and press Enter. Choice 
      is indicatedby >>>. 
      
           1     Start Install Now with Default Settings
            
           2     Change/Show Installation Settings and Install
           
           3     Start Maintenance Mode for System Recovery 
      
           88 Help ? 
           99 Previous Menu
      >>> Choice [1]: 2 
       

Step 4. Verify or change BOS installation settings

  1. Verify or change BOS installation settings, as follows:
    1. Type 1 in the Choice field to select the System Settings option.
    2. Type 1 for New and Complete Overwrite in the Choice field and press Enter.

      Note:
      The installation methods available depend on whether your disk has a previous Version of AIX installed.
    3. When the Change Disk(s) screen displays, you can change the destination disk for the installation. If the default shown is correct, type 0 in the Choice field and press Enter. To change the destination disk, do the following:
      1. Type the number for each disk you choose in the Choice field and press Enter. Do not press Enter a final time until you have finished selecting all disks. If you must deselect a disk, type its number a second time and press Enter.
      2. When you have finished selecting the disks, type 0 in the Choice field and press Enter. The Installation and Settings screen displays with the selected disks listed under System Settings.
    4. If needed, change the primary language environment. Use the following steps to change the primary language used by this installation to select the language and cultural convention you want to use. Note:
      Changes to the primary language environment do not take effect until after the BOS installation has completed and your system is rebooted.
      1. Type 2 in the Choice field on the Installation and Settings screen to select the Primary Language Environment Settings option.
      2. Select the appropriate set of cultural convention, language, and keyboard options. Most of the options are a predefined combination; however, you can define your own combination of options.
        • To choose a predefined Primary Language Environment, type that number in the Choice field and press Enter.
        • To configure your own primary language environment, do the following:
          1. Select MORE CHOICES.
          2. Select Create Your Own Combination.
          3. When the Set Primary Cultural Convention screen displays, type the number in the Choice field that corresponds to the cultural convention of your choice and press Enter.
          4. When the Set Primary Language screen displays, type the number in the Choice field that corresponds to your choice for the primary language and press Enter.
          5. When the Set Keyboard screen displays, type the number in the Choice field that corresponds to the keyboard attached to the system and press Enter.
    5. After you have made all of your selections, verify that the selections are correct. Press Enter to confirm your selections and to begin the BOS installation. The system automatically reboots after installation is complete.

Step 5. Switch the partition to Normal Mode

  1. Switch the partition to Normal Mode, as follows:
    1. Right-click on the Partition profile to open the menu. Be sure the correct partition profile is highlighted.
    2. Select Properties.
    3. Select the Settings tab.
    4. For the Boot Mode, select Normal.
    5. Select OK to close the Properties menu.
    6. Right-click on the partition to open the menu.
    7. Select Restart Partition.
    8. Select Immediate for the Restart Options.
    9. Confirm that you want to restart the partition.
    10. When the partition has restarted, right-click on the partition to open the menu.
    11. Select Open terminal window to open a virtual terminal (vterm) window.

Step 6. Complete the BOS installation

  1. Complete the BOS installation, as follows:
    1. Type vt100 as the terminal type.
        Set Terminal Type 
      
      The terminal is not properly initialized. Please enter a 
      terminal type and press Enter. Some terminal types are 
      not supported in non-English languages. 
      
        Ibm3101     tvi912     vt330 
        Ibm3151     tvi920     vt340 
        Ibm3161     tvi925     wyse30 
        Ibm3162     tvi950     wyse50 
        Ibm3163     vs100      wyse60 
        Ibm3164     vt100      wyse100 
        Ibmpc       vt320      wyse350 
        lft         sun 
      
                   +---------------------------Messages---------- 
                   | If the next screen is unreadable, press 
      88 Help ?    | Break (Ctrl-c) to return to this screen. 
      99 Exit      | 
                   |   
      
      >>> Choice []: vt100
    2. In the License Agreement menu, select Accept License Agreements.
    3. Select Yes to ACCEPT Installed License Agreements.
    4. Press F10 or Esc+0 to exit the License Agreement menu.
    5. In the Installation Assistant main menu, select Set Date and Time.
       Installation Assistant
      
      Move cursor to desired item and press Enter. 
      
           Set Date and Time 
           Set root Password 
           Configure Network Communications 
           Install Software Applications 
           Using SMIT (information only)
      
      
      F1=Help  F2=Refresh  F3=Cancel  F8=Image 
      F9=Shell  F10=Exit   Enter=Do 
      
      
      
    6. Set the correct date, time, and time zone. Press the F3 or Esc+3 key to return to the Installation Assistant main menu.
    7. Select Set Root Password. Set a root password for the partition.
    8. Select Configure Network Communications. Select TCP/IP Startup. Select from the Available Network Interfaces and press Enter. Enter the appropriate network information in the Minimum Configuration and Startup menu and press Enter. Use the F3 or Esc+3 key to return to the Installation Assistant main menu.
    9. Exit the Installation Assistant by typing F10 or Esc+0.
    10. The vterm window displays a login prompt.
At this point, the installation is complete.

Install AIX on a partition without an HMC using the CD-ROM device

In this procedure, you will use the system's built-in CD-ROM device to perform a new and complete AIX BOS installation on the standalone system.

Step 1. Prepare your system

  • There must be adequate disk space and memory available. AIX 5L Version 5.3 requires 128MB of memory and 2.2GB of physical disk space.
  • Make sure your hardware installation is complete, including all external devices.
  • If your system needs to communicate with other systems and access their resources, make sure you have the information in the following worksheet before proceeding with installation:
Network attributeValue
Network interfaceFor example: en0, et0
Host name 
IP address 
Network mask 
Nameserver 
Domain name 
Gateway 

Step 2. Boot from the AIX product CD

  1. Insert the AIX Volume 1 CD into the CD-ROM device.
  2. Make sure all external devices attached to the system, such as CD-ROM drives, tape drives, DVD drives, and terminals, are turned on. Only the CD-ROM drive from which you will install AIX should contain the installation media.
  3. Power on the system.
  4. When the system beeps twice, press F5 on the keyboard or 5 on an ASCII terminal. If you have a graphics display, you will see the keyboard icon on the screen when the beeps occur. If you have an ASCII terminal (also called a tty terminal), you will see the word keyboard when the beeps occur.
  5. Select the system console by pressing F1 or 1 on an ASCII terminal and press Enter.
  6. Select the English language for the BOS installation menus by typing a 1 in the Choice field. Press Enter to open the Welcome to BOS Installation and Maintenance screen.
  7. Type 2 to select 2 Change/Show Installation Settings and Install in the Choice field and press Enter.
            Welcome to Base Operating System 
        Installation and Maintenance 
    
    Type the number of your choice and press Enter. Choice is 
    indicated by >>>. 
    
         1 Start Install Now with Default Settings 
    
         2 Change/Show Installation Settings and Install 
    
         3 Start Maintenance Mode for System Recovery 
    
         88   Help ? 
         99   Previous Menu
     >>>     Choice [1]: 2

Step 3. Set and verify BOS installation settings

  1. In the Installation and Settings screen, verify the installation settings are correct by checking the method of installation (new and complete overwrite), the disk or disks you want to install, the primary language environment settings, and the advanced options.
  2. To change the system settings, which includes the method of installation and disk where you want to install, type 1 in the Choice field and press Enter.
          Installation and Settings 
    
    Either type 0 and press Enter to install with current settings, or 
         type the number of the setting you want to change and 
         press Enter.
    
    1 System Settings: 
        Method of Installation............New and Complete Overwrite 
        Disk Where You Want to Install....hdisk0
    
    >>> Choice [0]: 1
  3. Type 1 for New and Complete Overwrite in the Choice field and press Enter. The Change Disk(s) Where You Want to Install screen now displays.
       Change Disk(s) Where You Want to Install 
    
    Type one or more numbers for the disk(s) to be used for installation 
    and press Enter. To cancel a choice, type the corresponding 
    number and Press Enter. At least one bootable disk must be 
    selected. The current choice is indicated by >>>. 
    
    Name       Location Code Size(MB)   VG Status Bootable
    
      1 hdisk0   04-B0-00-2,0   4296      none      Yes 
      2 hdisk1   04-B0-00-5,0   4296      none      Yes 
      3 hdisk2   04-B0-00-6,0  12288      none      Yes
    
    >>> 0 Continue with choices indicated above 
    
      66 Disks not known to Base Operating System Installation 
      77 Display More Disk Information 
      88 Help ? 
      99 Previous Menu 
    
    >>> Choice [0]:
    
  4. In the Change Disk(s) Where You Want to Install screen:
    1. Select hdisk0 by typing a 1 in the Choice field and press Enter. The disk will now be selected as indicated by >>>. To unselect the destination disk, type the number again and press Enter.
    2. To finish selecting disks, type a 0 in the Choice field and press Enter. The Installation and Settings screen displays with the selected disks listed under System Settings.
  5. Change the Primary Language Environment Settings to English (United States). Use the following steps to change the Cultural Convention, Language, and Keyboard to English.
    1. Type 2 in the Choice field on the Installation and Settings screen to select the Primary Language Environment Settings option.
    2. Type the number corresponding to English (United States) as the Cultural Convention in the Choice field and press Enter.
    3. Select the appropriate keyboard and language options.
  6. Verify that the selections are correct in the Overwrite Installation Summary screen, as follows:
     Overwrite Installation Summary
    
    Disks:    hdisk0
    Cultural Convention:    en_US
    Language:    en_US
    Keyboard:    en_US
    64 Bit Kernel Enabled:    No
    JFS2 File Systems Created:    No
    Desktop:    CDE
    Enable System Backups to install any system:    Yes
    
    Optional Software being installed:
    
    >>> 1   Continue with Install
         88  Help ?
         99  Previous Menu
    
    >>> Choice [1]:
    
  7. Press Enter to begin the BOS installation. The system automatically reboots after installation is complete.

Step 4. Configure the system after installation

  1. After a new and complete overwrite installation, the Configuration Assistant opens on systems with a graphics display. On systems with an ASCII display, the Installation Assistant opens.
  2. Select the Accept Licenses option to accept the electronic licenses for the operating system.
  3. Set the date and time, set the password for the administrator (root user), and configure network communications (TCP/IP). Use any other options at this time. You can return to the Configuration Assistant or the Installation Assistant by typing configassist or smitty assist at the command line.
  4. Select Exit the Configuration Assistant and select Next. Or, press F10 or ESC+0 to exit the Installation Assistant.
  5. If you are in the Configuration Assistant, select Finish now. Do not start the Configuration Assistant when restarting AIX and select Finish.
At this point, the BOS installation is complete and the initial configuration of the system is complete.
Step 5. Manage your system
When the installation is complete and the system has rebooted, the vterm window displays a login prompt.
 

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