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HP OpenVMS Version 8.3-1H1 for Integrity Servers Upgrade and Installation Manual

Chapter 6 Upgrading the OpenVMS Operating System

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This chapter explains how to upgrade the OpenVMS operating system from a local CD or DVD drive and includes information about reinstalling or reconfiguring your system.

This chapter is organized into sections that describe the major tasks for upgrading OpenVMS, in the order in which these tasks must be performed. Section 6.1 includes a checklist that you can use to make sure you perform all the upgrade tasks described in this chapter.

6.1 Upgrade Tasks

Use the checklist in Table 6-1 to ensure that you perform all necessary upgrade tasks.

Table 6-1 Upgrade Checklist

 TaskSection
Boot the OpenVMS operating system media.Section 6.2.1
Use option 1 of the operating system menu to upgrade your OpenVMS operating system, respond to the prompts, and shut down the system when the upgrade completes.Section 6.3, Section 6.4
If you did not allow the upgrade procedure to create a boot option for your upgraded system disk, add a boot option now, if desired. Section A.5.2
Reboot your system. (The steps vary according to the type of upgrade you are performing.) Section 6.5
Perform postupgrade tasks, as necessary. Chapter 7

 

6.2 Booting the OpenVMS Operating System Media

The OpenVMS operating system includes procedures that allow you to easily upgrade the operating system using the PCSI utility. These tools are available once you boot the system properly.

You can use a VGA graphics device, serial device, or network interface for the console. For information about configuring your system console, see Section A.2.

NOTE: When using a VGA console and upgrading from vMedia or a USB DVD drive with the keyboard plugged into a USB hub, if the keyboard is not responding, simply unplug the hub and plug it back in.

6.2.1 Booting the OpenVMS I64 OE DVD

You can boot the OpenVMS I64 OE DVD in any of the following ways. This section gives detailed instructions on booting from the local DVD drive. Detailed instructions on the other methods are available in the appendixes, as noted in the corresponding sections that follow.

  • From your local DVD drive (Section 6.2.1.1)

  • From a virtual DVD drive served over the network by the InfoServer utility (Section 6.2.1.2)

  • From an image on a PC or Windows server in the network accessed through the HP SIM interface (Section 6.2.1.3)

  • From an image on a PC or Windows server in the network using vMedia through a browser connected to your Integrity server iLO 2 MP port (Section 6.2.1.4)

The latter two options can be used for entry-class Integrity servers that support such means; they can be used when a local DVD drive is not available. For more information about booting operations, see Section A.6.

6.2.1.1 Booting from the Local Drive

To boot a local OpenVMS I64 OE DVD, follow these steps. To boot the DVD on a cell-based server, a DVD device must be accessible by the nPartition that OpenVMS is being installed on.

  1. Make sure your Integrity server is powered on. If your system has an attached external device, make sure it is turned on and operational.

  2. Insert the DVD into the drive you want to use.

  3. Cycle power.

  4. From the main EFI boot menu (for cell-based servers, this must be the EFI boot menu for the nPartition on which OpenVMS is to be booted), select the appropriate item from the boot options list. Note that the EFI boot menu is timed; press any key to stop the countdown timer.

    For some systems, the boot option to select is the Internal Bootable DVD option. If that option is not listed in your EFI boot menu, move to the Boot From a File menu and select the Removable Media Boot option, if present.

    Alternatively (and this method is recommended for cell-based servers), boot the DVD drive from the EFI Shell prompt by entering the command shown in the following example, where fsn: corresponds to the Integrity server DVD drive (such as fs0:). Note that if you have navigated to a particular file system, the EFI Shell prompt would reflect that file system; for example, if the current file system is fs0:, the EFI Shell prompt would be fs0:>.

    Shell> fsn:\efi\boot\bootia64.efi

    To determine which device is the bootable DVD drive, examine the list of mapped devices and look for an fs device listing that includes the letters “CDROM”, as in the following line, where fsn is the file system associated with the drive, which is usually fs0: (instead of "fsn", you might see something similar to "V8.3-1H1"; instead of Ata, you might see Scsi, depending on the server model):

    fsn : Acpi(HWP0002,400)/Pci(4|1)/Ata(Primary,Master)/CDROM(Entry0)

    You can use the following command to display the mapping of various EFI device names to OpenVMS device names, where fsn is the device you want to check (such as fs0:):

    Shell> fsn:\efi\vms\ms_show dev -fs

    On most Integrity servers, the DVD drive is DQA0: (IDE) or DNA0: (USB). On systems that include a SCSI bus, such as the Superdome server, the DVD drive is DKA0:. For more information about the vms_show command, see the HP OpenVMS System Management Utilities Reference Manual.

    NOTE: By default, certain versions of EFI might interpret the Delete (or Backspace) key differently than do OpenVMS Alpha systems or Microsoft Windows computers. In such cases, press Ctrl/H to delete the last character entered. For more information, see Section A.1.3.

When the DVD boots properly, the OpenVMS operating system banner appears, followed by the operating system menu. You can now upgrade your OpenVMS I64 operating system on the target disk (see Section 6.3). If the methods documented in this section do not succeed in booting the DVD, see Section A.6.2.1.

NOTE: When booting OpenVMS from the installation DVD for the first time on any OpenVMS I64 system with a SAN storage device, you might experience a delay in EFI initialization because the entire SAN is scanned. Depending on the size of the SAN, this delay might range from several seconds to several minutes.

6.2.1.2 Booting Over the Network Using the InfoServer Utility

To use the InfoServer utility to boot from the network, certain configuration steps are required initially (one time only); see Appendix B. The instructions on booting over the network from a virtual DVD drive are also included in Appendix B.

6.2.1.3 Booting Using HP SIM Provisioning

To use HP SIM provisioning to boot an image of the OpenVMS OE DVD, certain configuration steps are required initially (one time only). For these steps and the booting instructions, see Appendix C. For upgrades, your OpenVMS boot flags must be set to (0,0).

6.2.1.4 Booting Using vMedia

To use vMedia to boot an image of the OpenVMS OE DVD, certain configuration steps are required initially (one time only); see Section C.1.4. For instructions on booting with vMedia, see Section C.2.

6.3 Performing the Upgrade

The following sections describe how to upgrade from the operating system media.

6.3.1 Upgrading the System Using Option 1 of the Operating System Menu

After you boot the operating system DVD (OpenVMS I64 OE DVD), the HP copyright banner and several messages appear, followed eventually by the operating system main menu. Choose the upgrade option (1) on the menu, as in the following example:


  Installing required known files...

  Configuring devices...
       .
       .
       .
  ****************************************************************

  You can install or upgrade the OpenVMS I64 operating system
  or you can install or upgrade layered products that are included
  on the OpenVMS I64 distribution media (CD/DVD).

  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)  Upgrade, install or reconfigure OpenVMS I64 Version 8.3-1H1
  2)  Display layered products that this procedure can install
  3)  Install or upgrade layered products
  4)  Show installed products
  5)  Reconfigure installed products
  6)  Remove installed products
  7)  Find, Install or Undo patches; Show or Delete recovery data
  8)  Execute DCL commands and procedures
  9)  Shut down this system      
    
Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/9/?) 1

6.3.2 Choosing INITIALIZE or PRESERVE

The procedure displays the following information and prompts:

  ***********************************************************

  This procedure will ask a series of questions.

       () - encloses acceptable answers
       [] - encloses default answers

  Type your response and press the <Return>key.  Type:

       ? - to repeat an explanation
       ^ - to change prior input (not always possible)
       Ctrl/Y - to exit the installation procedure

  There are two choices for installation/upgrade:

  Initialize - removes all software and data files that were
      previously on the target disk and installs OpenVMS I64.

  Preserve -- installs or upgrades OpenVMS I64 on the target disk
      and retains all other contents of the target disk.

  * NOTE: You cannot use preserve to install OpenVMS I64 on a disk on
       which any other operating system is installed. This includes
       implementations of OpenVMS for other architectures.

Do you want to INITIALIZE or to PRESERVE? [PRESERVE]) 

For an upgrade, press Enter (or Return) to accept the default (PRESERVE).

6.3.3 Specifying the Target Disk

Next the procedure asks for the name of the target disk. If you enter a question mark (?), the system displays a list of devices on your system. Select the appropriate disk and respond to the prompt. For example:

  You must enter the device name for the target disk on which
  OpenVMS I64 will be installed.

Enter device name for target disk: [DKB300] (? for choices)  DKB400

If you select a device that is not available or that cannot be used for some other reason, the system displays information indicating why the device cannot be used. For example, if you enter MKA500, a tape device, a message similar to the following is displayed:

MKA500 is not a disk device
CAUTION: If the selected target disk includes .EXE or .COM files installed by a previous upgrade or installation in one or more system-specific root directories in SYS$COMMON, the upgrade procedure tells you that when you boot from a root that contains any of these files, they are used instead of the files provided by the newer version of OpenVMS. This can make the upgraded system unbootable or cause errors after booting. Unless an HP representative has advised you to keep one or more of these files where they are, you must delete, rename, or move these files from the system-specific root directory. The procedure lists the names and locations of these files. Record these if you are not using a hardcopy terminal. The procedure gives you the option of terminating the upgrade so that you can do what is necessary for these files: select option 8 (“Execute DCL commands and procedures”) on the OpenVMS main menu and enter the appropriate DCL commands.

6.3.4 Selecting Reinstallation and Reconfiguration Options

If you are using the OpenVMS Version 8.3-1H1 operating system media and you selected a target disk that already has Version 8.3-1H1 installed, you are presented with several configuration options. A sample display follows. See also the example in Section 7.11.

  Version 8.3-1H1 of the OpenVMS operating system is already installed 
  on DKB400:.

  Please choose one of the following:

     1)  Reconfigure the OpenVMS platform.
     2)  Reconfigure the OpenVMS operating system.
     3)  Reinstall the OpenVMS operating system.
     4)  Return to the Main Menu (abort the upgrade/installation).

     Enter a "?" for more information.

If you enter a question mark (?), the following information is displayed:

o Reconfigure the OpenVMS platform.

  This action will allow you to change your selections of which  
  products you installed along with the OpenVMS operating system
  installation.

  This will NOT change any options in the OpenVMS operating system,
  nor will it reinstall any operating system files.

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.

  This will NOT change any options for the products you installed
  along with the OpenVMS operating system installation, nor will
  it reinstall or upgrade any of them.

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.

  This will NOT change any options for the products you installed
  along with the OpenVMS operating system installation, nor will
  it reinstall or upgrade any of them.

  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 or upgrade any of the products you installed 
along with the OpenVMS operating system installation, choose "Install
or upgrade layered products" (option 3) from the main menu.

If you want to change your choices about which options you included
for any of the products you installed along with the OpenVMS operating
system installation, choose "Reconfigure installed products" (option 5) 
from the main menu.

Next the menu is redisplayed:

   Please choose one of the following:

      1)  Reconfigure the OpenVMS platform.
      2)  Reconfigure the OpenVMS operating system.
      3)  Reinstall the OpenVMS operating system.
      4)  Return to the Main Menu (abort the upgrade/installation).


Enter choice or ? for help: (1/2/3/4/?)

For additional configuration information, see Section 7.11.

6.3.5 Checking for Recovery Data

If you specify the /SAVE_RECOVERY_DATA qualifier with the PRODUCT INSTALL command, the PCSI utility saves information that can be used for removing patches and mandatory update kits at a later time. Use the PRODUCT UNDO PATCH command to remove the patches and kits.

The upgrade procedure now checks the disk for recovery data saved by the PCSI utility. Any recovery data must be removed before the upgrade can continue because this data becomes invalid after the upgrade. If no recovery data is present, the upgrade continues. If recovery data is present and all the data found applies only to the OpenVMS operating system, the upgrade procedure deletes the data and continues. (The procedure does not display the deletion of the files because earlier patches to OpenVMS are always removed as part of the upgrade.) If any of the recovery data applies to products other than the OpenVMS operating system, then the upgrade procedure displays a message similar to the following:

     The target system has recovery data from PRODUCT operations which
     used the /SAVE_RECOVERY_DATA qualifier.  This data must be deleted
     to continue the OpenVMS upgrade.

     Please examine the following display.

     If you wish to delete this data and continue the OpenVMS upgrade,
     answer YES to the question "Do you want to continue?"

     If you do not wish to delete this data, answer NO.  A NO answer
     will preserve the recovery data and abort the OpenVMS upgrade.

 The following patch recovery data has been selected:

 RECOVERY DATA SET 001 created 25-JUL-2007 15:23:39.69
   -------------------------------------- ---------------------------------
   PATCH                                  APPLIED TO
   -------------------------------------- ---------------------------------

   JAK VMS RM1 V1.0                       JAK VMS RMTEST V1.0
   -------------------------------------- ---------------------------------
 
* If you continue, recovery data for the patches listed above will be deleted.
* The deletion of recovery data does not affect the installation status of
* patches applied to products that are not participating in this operation.
* However, continuing with this operation prevents you from uninstalling
* these patches at a future time by use of the PRODUCT UNDO PATCH command.
 
 Do you want to continue? [YES]

If you answer YES (the default), the recovery data sets are deleted and the OpenVMS upgrade continues.

    
Deleting RECOVERY DATA SET 001 ...

If you answer NO, the recovery data sets are not deleted and the OpenVMS upgrade aborts.

Do you want to continue? [YES] NO
%PCSIUI-I-USERABORT, operation terminated by user request

     You chose to retain recovery data on the target system disk.
     The OpenVMS upgrade cannot continue.

     Please correct the situation that prevents you from deleting the
     recovery data and then retry the upgrade.

6.3.6 Specifying the Volume Label

After you specify the target disk and, if applicable, check for recovery data, the procedure informs you of the volume label currently assigned to the target disk you specified and asks whether you want to keep that label. As shown in the following example, if you choose not to keep the label, you are prompted for a new label. The OpenVMS operating system uses the volume label to identify and reference the disk. Make sure the label you use is unique; problems occur if the same label is used by different disk volumes.

   DKB400: is now labeled I64SYS.
Do you want to keep this label? (Yes/No) [Yes] NO

Enter volume label for target system disk: [I64SYS]  I640831H1

You can accept the default label assigned by the system or specify a different volume label. (The label name has a limit of 12 characters that can include A to Z, 0 to 9, the dollar sign ($), hyphen (-), and underscore(_) characters).

NOTE: OpenVMS requires that the volume labels for all disks on your system or OpenVMS Cluster have unique labels. If a disk that has the same label as the system disk is mounted, various OpenVMS components will not function as intended or a node might crash during boot.

If you change the volume label for a disk in an OpenVMS Cluster, be sure to change the command that mounts the disk on other nodes in the cluster; otherwise, the disk will not mount on those nodes once they are rebooted.

6.3.7 Specifying the On-Disk Structure Level

If the target disk is currently initialized with On-Disk Structure Level 2 (ODS-2), the procedure informs you and gives you the option to convert the disk to On-Disk Structure Level 5 (ODS-5), as in the following example. If the target disk is currently initialized with ODS-5, the upgrade continues without displaying information about the disk structure. You are not asked whether to convert the system disk's structure or whether to enable hard links.

NOTE: If your disk was initialized with ODS-5, and hard links was not enabled but now you want to enable hard links, you can enable them prior to the upgrade by using the following commands as shown:
$ SET VOLUME/VOLUME_CHARACTERISTICS=HARD_LINKS SYS$SYSDEVICE
$ ANALYZE DISK_STRUCTURE/REPAIR SYS$SYSDEVICE
   The target system disk is currently at On-Disk Structure Level 2
   (ODS-2).  It can be converted to On-Disk Structure Level 5 (ODS-5).

   OpenVMS I64 systems include WBEM Services for OpenVMS; the WBEM data
   repository requires an ODS-5 disk.  If you choose to convert the
   target system disk to ODS-5, the repository can be on the system 
   disk; otherwise you will need to provide an additional ODS-5 disk. 
   (? for more information.)

Do you want to convert the target system disk to ODS-5? (Yes/No/?) 

If you answer YES, the disk will be converted to ODS-5. The procedure informs you that you can use the BACKUP/CONVERT command to convert ODS-5 disks back to ODS-2 format; for more information, see the HP OpenVMS System Management Utilities Reference Manual: A-L.

NOTE: HP recommends that your system disk be structured in ODS-5 format unless you use software that requires ODS-2. A brief comparison of ODS-2 and ODS-5, including advantages and disadvantages, follows this note.

Note also that although WBEM Services for OpenVMS can be installed on an ODS-2 disk, the WBEM Services for OpenVMS data repository requires an ODS-5 disk. A system disk in ODS-5 format can store everything; if you choose to have your disk in ODS-2 format, the procedure asks you to provide an ODS-5 disk for the data repository.

A brief summary of ODS-2 and ODS-5 file systems follows; for more information, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.

  • ODS-2

    ODS-2 allows for compatibility with OpenVMS VAX and Alpha systems that use ODS-2 disks (as well as OpenVMS I64 systems using ODS-2 disks). Choose ODS-2 if you do not need the new features of ODS-5 disks, including the support of applications ported from other operating systems (such as UNIX, Linux, and MS Windows) available with ODS-5 disks.

  • ODS-5

    • ODS-5 supports file names that are longer and have a wider range of legal characters. This feature permits use of file names similar to those in a Windows or UNIX environment.

    • ODS-5 supports hard links to files, access dates, and files whose names differ only by case.

    • ODS-5 volumes cannot be mounted on any version of OpenVMS prior to Version 7.2.

    • Systems running OpenVMS VAX Version 7.2 and higher can mount ODS-5 volumes but cannot create or access files that have extended names. (On OpenVMS VAX systems, lowercase file name characters are seen in uppercase.)

If you choose not to change to ODS-5, the upgrade continues and the target disk is mounted. For example:

Do you want to convert the target system disk to ODS-5? (Yes/No/?)  NO

...OpenVMS I64 will be upgraded on DKB400:.

If you choose to change to ODS-5, you are given the option to enable hard links. (For more information about hard links, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.) The upgrade then continues.

Do you want to convert the target system disk to ODS-5? (Yes/No/?) YES

  DKB400: has been converted to ODS-5.

  You can use the BACKUP/CONVERT command to convert ODS-5 disks back
  to ODS-2 format. For more information, refer to the OpenVMS System
  Management Utilities Reference Manual.

  Hard links can be enabled on ODS-5 disks. WBEM Services for OpenVMS
  does not require hard links. (? for more information)
  (***Enabling hard links can take from 5-10 minutes to an hour or more.***)

Do you want to enable hard links? (Yes/No/?)  YES

If you choose to enable hard links, the procedure automatically executes an ANALYZE/DISK_STRUCTURE/REPAIR operation to correctly set the reference (link) counts. ANALYZE/DISK/REPAIR counts the number of directory entries that reference each file, and sets the link count if it is incorrect. This operation can take from 5 to 10 minutes to an hour or more, depending on the complexity of the system disk configuration, the number of layered products installed, and the number of user files. During the process, messages similar to the following are displayed:

  Hard links have been enabled on DKB400:.
    
  The newly enabled hard links are not correct and need to be updated.
  The Analyze/Disk_Structure utility will now be run to do this.

  This can take from 5 - 10 minutes to an hour or more.  It is a normal
  requirement when hard links are enabled on an existing disk.

%ANALDISK-I-COUNT, 1000 hard link updates completed 
%ANALDISK-I-COUNT, 2000 hard link updates completed 
%ANALDISK-I-COUNT, 3000 hard link updates completed 
%ANALDISK-I-COUNT, 4000 hard link updates completed 
%ANALDISK-I-COUNT, 5000 hard link updates completed 
%ANALDISK-I-COUNT, 6000 hard link updates completed

  OpenVMS I64 will be upgraded on DKB400:.

6.3.8 Choosing Whether to Allow the Procedure to Create and Validate Boot Options

On OpenVMS I64 upgrades, the procedure next asks whether you want to create or validate boot options.

   Boot options in the EFI Boot Manager boot option menu can provide a
   convenient way to boot your system.   The installation procedure can
   automatically create a new boot option (if none exists) or validate
   existing boot options.

Do you want to create or validate boot options? (Yes/No) [Yes] YES

If your system disk will normally be booted on this system and this device, and if you want the upgrade procedure to assist you in setting up or validating boot options on the EFI console in the EFI Boot Manager menu, answer YES. The procedure creates and validates a new boot option if one does not exist, or it validates existing boot options, just before the upgrade completes. (See Section 6.4.7.)

If you answer YES and no boot option exists, the procedure allows you to set OpenVMS boot flags (VMS_FLAGS), as shown in the following example. Enter the OpenVMS flags (for example, 0,1), or press Enter to set no flags (the default). If a boot option exists, you can change boot flags after the upgrade completes (for information about changing boot flags, see Section A.5.2).

   You can set VMS_FLAGS or accept the default, 0,0.

Enter the value for VMS_FLAGS: (n.n) [0,0]

If you do not want the procedure to assist you in setting up or validating boot options on the EFI console, answer NO.

HP recommends that you allow the procedure to assist you in setting up and validating boot options.

NOTE: If your newly upgraded system disk is a Fibre Channel device, HP recommends that you add it as a boot option in the EFI boot menu. If you do not allow the upgrade procedure to add the device to the boot menu, you can add it by using the OpenVMS I64 Boot Manager utility (SYS$MANAGER:BOOT_OPTIONS.COM) after the upgrade completes. (To add Fibre Channel devices to the EFI boot menu, you must use this utility instead of EFI.)

HP recommends using the OpenVMS I64 Boot Manager utility to add shadowed system disks in a multiple-member shadow set to the EFI boot device list and dump device list. Be sure to add all members to both lists.

For information about the OpenVMS I64 Boot Manager utility, see Section A.5.2. For more information about configuring and booting Fibre Channel devices, see Appendix D.

6.3.9 Warning About Removal of the DECRAM Command

When upgrading from versions of OpenVMS prior to 8.3, the procedure displays a message similar to the following that warns you that the DCL command DECRAM is being removed to prevent conflict with the DECRYPT command:

Beginning with OpenVMS V8.3, the DCL commands ENCRYPT and DECRYPT
are provided as part of OpenVMS.

Because "DECRYPT" conflicts with the existing command "DECRAM",
this upgrade will remove the DECRAM command.

If you use the command DECRAM interactively or in command
procedures, please see the release notes for more information.

The DECRYPT command (introduced with OpenVMS Version 8.3) overwrites the default definition of DECR, which you might have been using to run DECram. You should update any command procedures that use the DECRAM command so that they use the foreign command style of DCL to run DECram:

$ DECRAM == "$MDMANAGER"

This change affects only the use of the DCL command; all other aspects of the DECram product remain the same.

6.3.10 Setting OpenVMS Cluster Membership Information

The procedure now asks whether your system will be part of an OpenVMS Cluster. For example:

Will this system be a member of an OpenVMS Cluster? (Yes/No)

Unlike an installation, answering YES to this question does not cause the SYS$MANAGER:CLUSTER_CONFIG.COM procedure to run automatically when your upgraded system is first booted. However, correct cluster membership information is required by the upgrade procedure. Note that you can run run this procedure manually to configure or reconfigure your system as a member of an OpenVMS Cluster. For more information about configuring a member of an OpenVMS Cluster, see Guidelines for OpenVMS Cluster Configurations.

6.3.11 Updating Time Zone Information

For local time zone support to work correctly, the time zone that accurately describes the location you want to be considered as your default time zone must be set. In addition, your system must be configured correctly to use a valid OpenVMS time differential factor (TDF).

If the installation procedure determines that time zone information is incomplete, it prompts you to set the correct default time zone and TDF for your system. For information about setting the time zone information, see Section 3.3.3.

For more information about TDF and local time zone support, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.

6.3.12 Upgrading Windowing, Networking, and Related Products

The procedure now presents information about the optional DECwindows GUI (DECwindows Motif for OpenVMS) and networking (DECnet and TCP/IP) products that will be upgraded along with the OpenVMS operating system. As noted by the procedure, you can change the default values for these products later in the installation procedure.

NOTE: The following display shows what you might see during an OpenVMS I64 installation. Some of the products listed are supported on OpenVMS I64 systems only.
    The following products are part of the OpenVMS installation;
    if necessary they will be installed or upgraded along with the OpenVMS operating system:

      o Availability Manager (base) for OpenVMS I64
      o CDSA for OpenVMS I64 
      o KERBEROS for OpenVMS I64
      o SSL for OpenVMS I64
      o Performance Data Collector (base) for OpenVMS I64
      o WBEM Services for OpenVMS (WBEMCIM)
      o WBEM Providers for OpenVMS (WBEMPROVIDERS

    If necessary, the following optional products will also be upgraded
    along with the OpenVMS operating system:

      o DECwindows Motif for OpenVMS I64
      o DECnet-Plus for OpenVMS I64
      o DECnet Phase IV for OpenVMS I64
      o HP TCP/IP Services for OpenVMS

    If you want to add or delete optional products, you can do so later
    in the upgrade by answering NO to the following question:

        "Do you want the defaults for all product options?"    

    Availability Manager (base) for OpenVMS I64
    is already installed on your system. An upgrade is not required.

    CDSA for OpenVMS I64 ...
    is installed on your system. It will be upgraded.

    KERBEROS for OpenVMS I64...
    is installed on your system. It will be upgraded.

    SSL for OpenVMS I64...
    is installed on your system. An upgrade is not required.

    Performance Data Collector (base) for OpenVMS I64...
    is installed on your system. It will be upgraded.

    DECwindows Motif for OpenVMS I64 V1.6
    is installed on your system. An upgrade is not required.

    Beginning with OpenVMS V7.1, the DECnet-Plus kit is provided with
    the OpenVMS operating system kit.  HP strongly recommends that
    DECnet users install DECnet-Plus.  DECnet Phase IV applications are
    supported by DECnet-Plus.

    DECnet Phase IV is also provided as an option.

    If you install DECnet-Plus and TCP/IP you can run DECnet
    applications over a TCP/IP network.  Please see OpenVMS
    Management Guide for information on running DECnet over TCP/IP.

    Do you want to install DECnet-Plus for OpenVMS I64 V8.3-1H1? (Yes/No) [Yes]

    HP TCP/IP Services for OpenVMS
    is already installed on your system. An upgrade is not required.

    WBEM Services for OpenVMS (WBEMCIM)
    is installed on your system. It will be upgraded.

    WBEM Providers for OpenVMS (WBEMPROVIDERS) 
    is installed on your system. It will be upgraded.
NOTE: Beginning with OpenVMS Version 8.3, DECwindows client files are made available through the DWMOTIF_SUPPORT kit. (Prior to Version 8.3, the client files were included directly with the OpenVMS operating system kit.) The OpenVMS installation procedure installs this kit automatically. The DWMOTIF_SUPPORT kit name is listed during the installation.

Required versions of some of the windowing and networking products might already be installed on the system. If so, you will see a message to this effect, as seen for most of the products in the previous example. For some of the windowing and networking products, earlier versions might be installed that still work on OpenVMS Version 8.3-1H1. In this case, you will see a message indicating the software is already installed and asking whether you want to install the newer version. You can keep the currently installed version or upgrade to the newer version supplied with OpenVMS Version 8.3-1H1. If you choose to keep the currently installed version, you should verify what level of support for this version is available from HP.

Some windowing and networking products might have versions installed that do not work on OpenVMS Version 8.3-1H1. In this case, you are not given a choice to upgrade—the software is upgraded automatically.

NOTE: For support of Instant Capacity (iCAP) and Pay per use (PPU) functionality (supported on cell-based Integrity servers), and for support of such products as gWLM and HP SIM, install TCP/IP Services for OpenVMS. When you provision OpenVMS on Integrity servers, TCP/IP Services for OpenVMS is installed automatically.

6.4 Completing the Upgrade

The following sections describe the remaining steps that you need to perform to complete the upgrade.

6.4.1 Choosing Descriptive Help Text

The procedure next prompts you as follows:

    The installation operation can provide brief or detailed descriptions.
    In either case, you can request the detailed descriptions by typing ?.

Do you always want detailed descriptions? (Yes/No) [No]  

If you answer YES, the procedure displays additional explanatory text with each prompt.

6.4.2 Removing Older Versions of ENCRYPT

Beginning with OpenVMS Version 8.3, Encryption for OpenVMS is included with the operating system. If an older version of ENCRYPT (HP I64VMS ENCRYPT) is found on your system, the upgrade procedure removes the product. Confirmation of the removal of the ENCRYPT product is displayed, as in the following example:

       HP I64VMS ENCRYPT will now be removed.
       This is required because OpenVMS now includes ENCRYPT.

   The following product has been selected:
       HP I64VMS ENCRYPT V1.6                 Layered Product

   The following product will be removed from destination:
       HP I64VMS ENCRYPT V1.6                 DISK$I640831H1:[VMS$COMMON.]
 
   Portion done: 0%...20%...30%...40%...50%...60%...70%...80%...90%...100%

   The following product has been removed:
       HP I64VMS ENCRYPT V1.6                 Layered Product

6.4.3 Secure Delivery Validation

As of Version 8.3, most PCSI kits included on the OpenVMS distribution media are signed using Secure Delivery. Each target file includes an associated digital signature file (also referred to as a manifest) that is used for Secure Delivery validation. This validation involves authenticating the originator (HP, in this case) and verifying the contents of the target file. (The digital signature file has the same file name as the target file plus _ESW appended to the file extension, as in filename.PCSI$COMPRESSED_ESW.) When you upgrade OpenVMS I64 from the distribution media, the procedure validates any PCSI kits that are being installed. For each kit successfully validated, you see a message similar to the following:

Performing product kit validation of signed kits...
%PCSI-I-VALPASSED, validation of
DKB400:[KITS.CDSA]HP-I64VMS-CDSA-Vnnnn-nnn-n.PCSI$COMPRESSED;1 succeeded
    .
    .
    .

Signed PCSI kits that are installed subsequent to the initial boot of the OpenVMS kit (including signed kits on the distribution media) are validated. In addition, the DCL command PRODUCT SHOW HISTORY displays the validation status of installed products.

6.4.4 Saving Archived Files

By default, the OpenVMS upgrade deletes files that were archived as filename.type_OLD by OpenVMS remedial kits. If you do not want to delete these files, you can save them by performing one of the following actions:

  • When the script asks whether you want the defaults for all options, answer NO. (This script is shown in the example in Section 6.4.5.) Step through the options and answer NO to the option for deleting files archived by remedial kits. This action saves all such files.

  • Before beginning the upgrade, rename any _OLD files that you want to save. Files that you do not rename are deleted.

Note that the upgrade does not delete all files with a file extension ending in _OLD. Rather, it deletes only those _OLD files that were archived by OpenVMS remedial kits.

NOTE: OpenVMS patches save these _OLD files in VMS$REMEDIAL_OLD_FILES.TXT in the SYS$UPDATE directory. All files listed in this file are supposed to have _OLD appended to their names; however, some patch kits add the files without this extension. If the upgrade procedure detects files without _OLD appended, it displays a message similar to the following:
%UPGRADE-I-FIXUP, appending _OLD to file names in   
 PCSI$DESTINATION:[SYSUPD] VMS$REMEDIAL_OLD_FILES.TXT
    [SYSUPD]VMSKITBLD.DAT
    [SYSHLP]XFC$SDA.HLP
    [SYS$LDR]SYSTEM_SYNCHRONIZATION.EXE-OLD
    [SYS$LDR]SYS$XFCACHE.DSF
    [SYS$LDR]SHELL9K.EXE_STB
    [000000]HP-I64VMS-VMS-V0820-1-2.PCSI$DESCRIPTION

6.4.5 Selecting Product Component Options

As you begin the upgrade procedure, the procedure asks whether you want all the default values (meaning all the files and subgroups of files for each component included in the operating system). The display is similar to the following:

The following product has been selected:
    HP I64VMS OPENVMS V8.3-1H1             Platform (product suite) 
 

Configuration phase starting ...

You will be asked to choose options, if any, for each selected product and for
any products that may be installed to satisfy software dependency requirements.
 
HP I64VMS OPENVMS V8.3-1H1: OPENVMS and related products Platform
 
   COPYRIGHT 1976, 30-Aug-2007

   Hewlett-Packard Development Company, L.P.
 
Do you want the defaults for all options? [YES] 

During an upgrade, the PCSI utility defines default values as the values that you selected when you last installed or upgraded the OpenVMS operating system on your system. Therefore, before you respond to the prompt, note the following:

  • If you accept the default values, you receive the same components that you selected when you last installed or upgraded the system (instead of all the components currently available) plus any new components that were not in the previous version of the OpenVMS operating system.

  • If you want to include or exclude any components differently than you did in the last installation or upgrade, you must answer NO and then respond to the prompts for each option, even those that you are not changing.

  • If you want to review the current defaults first, answer NO. Then answer YES when the procedure asks whether you want to view the values.

    If you review the defaults and are satisfied, answer YES to the prompt asking whether you are satisfied with the values. If you want to make changes, answer NO to that question and then answer YES when the procedure asks whether you want to reenter the values.

When you select component options, also note the following:

  • Whether you choose all the default values or select individual files, the procedure allows you to view your selections and make changes.

  • If you are not sure whether you want certain component options, you can request help by entering a question mark (?) at the prompt for that component (or group of components).

  • You should review the list of options and compare them with the requirements for your procedure. If you are selecting components individually, be sure that you include all components necessary to support the needs of your users. Note also that certain components depend upon the installation of other components.

  • OpenVMS Management Station software is installed automatically on your OpenVMS system disk when you accept all the default values. If you do not accept the default values, you must select the OpenVMS Management Station component (server and client files) if you plan to use that product. After the upgrade is complete, you can then prepare your OpenVMS system and your PC to run OpenVMS Management Station by following the procedures described in Appendix G.

  • If you decide after the upgrade to change which OpenVMS operating system components you want installed on your system, you must reconfigure the installation as described in Section 7.11.

  • After you boot the upgraded system disk and log in, you can obtain information about individual system files by entering HELP SYSTEM_FILES at the dollar sign prompt ($).

NOTE: Unless you have specific reasons to do otherwise, HP recommends that you accept the defaults and install all OpenVMS options. OpenVMS and layered products have various dependencies on many of these options. Even if you think you do not need certain options, some OpenVMS or layered product operations might not work correctly if other OpenVMS options are not installed.

If you answer YES to accept the defaults for all options, the procedure displays a message similar to the following, the contents of which depend on the products you chose to install. If you answer NO, the procedure prompts you for each option and suboption.

Availability Manager (base) for OpenVMS I64

CDSA for OpenVMS I64 

KERBEROS for OpenVMS I64 

SSL for OpenVMS I64 

Performance Data Collector (base) for OpenVMS I64 

WBEM Services for OpenVMS (WBEMCIM)

WBEM Providers for OpenVMS (WBEMPROVIDERS)

For a list of component options included with the OpenVMS Version 8.3-1H1 operating system, see Example 3-1.

6.4.6 Component and Product Installation Confirmation Messages

When you have answered all the prompts and selected the components you want installed, the procedure allows you to review your selections and make changes, and then displays information about the various components and products that were installed, as shown in the following sample display in which the review is not chosen. You might see an %UPGRADE-I-FIXUP message, which indicates that obsolete files on the system were incorrectly saved by remedial kits. The "fixup" allows them to be correctly removed.

Do you want to review the options? [NO] NO

Execution phase starting ...

The following products will be installed to destinations:
    HP I64VMS CDSA V2.3-306                DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS DECNET_PLUS V8.3-1H1         DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS KERBEROS V3.1-152            DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS OPENVMS V8.3-1H1             DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS VMS V8.3-1H1                 DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS WBEMCIM V2.61-A070728        DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS WBEMPROVIDERS V1.5-31        DISK$I640831H1:[VMS$COMMON.]
    
The following products will be removed from destinations:
    HP I64VMS CDSA V2.2                    DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS DECNET_PLUS V8.3             DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS KERBEROS V3.0                DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS OPENVMS V8.3                 DISK$I640831H1:[VMS$COMMON.]
    HP I64VMS VMS V8.3                     DISK$I640831H1:[VMS$COMMON.]

Portion done: 0%..10%..20%..30%..40%..50%..60%..70%..80%..90%..100% 
     
The following products have been installed:
    HP I64VMS CDSA V2.3-306                Layered Product
    HP I64VMS DECNET_PLUS V8.3-1H1         Layered Product
    HP I64VMS KERBEROS V3.1-152            Layered Product
    HP I64VMS OPENVMS V8.3-1H1             Platform (product suite)
    HP I64VMS VMS V8.3-1H1                 Operating System
    HP I64VMS WBEMCIM V2.61-A070728........Layered Product
    HP I64VMS WBEMPROVIDERS V1.5-31........Layered Product

The following products have been removed:
    HP I64VMS CDSA V2.2                    Layered Product
    HP I64VMS DECNET_PLUS V8.2             Layered Product
    HP I64VMS KERBEROS V3.0                Layered Product
    HP I64VMS OPENVMS V8.3                 Platform (product suite)
    HP I64VMS VMS V8.3                     Operating System
                
HP I64VMS OPENVMS V8.3-1H1: OPENVMS and related products Platform
  
   HP I64VMS KERBEROS V3.1-152   

      Configure and set up Kerberos 
 
      If Kerberos will be run on this system, but has not been
      used previously, you need to perform the following steps.
      
      o Run the Kerberos cofniguration procedure:
      
        @SYS$STARTUP:KRB$CONFIGURE.COM            

      o Add the following line to SYS$MANAGER:SYSTARTUP_VMS.COM:
        
        $ @SYS$STARTUP:KRB$STARTUP

      o Add the following line to SYS$MANAGER:SYLOGIN.COM:

        $ @SYS$MANAGER:KRB$SYMBOLS

     
Press RETURN to continue:

6.4.7 Upgrade Creates and Validates Boot Options

At this point in an OpenVMS I64 upgrade, the procedure creates and validates boot options if you chose to have the procedure do so (see Section 6.3.8).

  • If you answered NO , the following message is displayed

    If there is an existing boot option that was used to boot this
    system disk, you may be able to use it. Otherwise, you will have
    to use the EFI Shell the first time that you boot the newly
    installed system. After booting, use the OpenVMS I64 Boot Manager
    to create a Boot Option. To do this log in to a privileged
    account and execute this command:
    
       $ @SYS$MANAGER:BOOT_OPTIONS

    The procedure then informs you that the upgrade is complete and prompts you to press Return (Enter) to continue, at which point it returns you to the OpenVMS main menu. You can select option 8 (“Execute DCL commands and procedures”) on the OpenVMS main menu and enter the command at the DCL triple dollar sign prompt ($$$) to start the OpenVMS I64 Boot Manager utility.

  • If you answered YES, the procedure determines whether a boot entry already exists for the system disk (in this example, DKB400:):

    • If an entry is found, a message similar to the following is displayed:

          The EFI Boot Manager menu includes the following boot option(s)
          for DKB400:
      
      Validate EFI Boot Options list:    Timeout = 0 secs.
      ----------------------------------------------------------------------
       1 DKB400 PCI(0|20|1|0)  Scsi(Pun1,Lun0)  "OpenVMS on DKB400: PKA0.1"
      ----------------------------------------------------------------------
      1 entries found.

      In this example, one boot option is found. If multiple entries are found and if they are all SCSI devices, the procedure displays the following message and then notifies you that the upgrade is complete:

      
         The EFI Boot Manager menu includes multiple Boot Options for $1$DGA1200:
         Boot Options cannot be created or validated automatically.
      
         Please use the OpenVMS I64 Boot Manager to ensure that you 
         have a valid boot option for the system you have just installed.

      When one entry is found, or when multiple Fibre Channel entries are found, the procedure validates the boot options, as in the following example, in which the found entry fails to boot and is then fixed and validated:

      Validate EFI Boot Options list:    Timeout = 0 secs.
      -------------------------------------------------------------------
         1 DKB400: PKA0.1
               DKB400 PCI(0|20|1|0) Scsi(Pun1,Lun0)  
               efi$bcfg: Option Failed. Fixing Boot Entry automatically.
              
      efi$bcfg: Entry 1 Boot0001 removed.
      efi$bcfg: DKB400 PCI(0|20|1|0) Scsi(Pun1,Lun0)  (Boot0001) Option
      successfully added 
      -----------------------------------------------------------------------
      1 entries validated.

    • If no existing entry is found, a boot option is created and the procedure displays validation text as in the following example:

      efi$bcfg: DKB400: (Boot0003)  Option successfully added
      
          The Boot Option is called OpenVMS on DKB400:;
          it is the first entry in the Boot Options menu, and is
          configured (by default) to boot from SYS0.
      
      VMS_FLAGS are set to -fl 0,0

6.4.8 Upgrade Completes and Returns to OpenVMS Operating System Menu

The upgrade procedure is now complete. The procedure displays information about the special startup procedure that runs when the newly installed system is first booted. It then prompts you to press Return (Enter) to continue. After you do so, you are returned to the OpenVMS operating system menu. The following is a sample display:

  The upgrade is now complete.

  When the newly upgraded system is first booted, a special
  startup procedure will be run.  This procedure will:

    o  Run AUTOGEN to set system parameters.
    o  Reboot the system with the newly set parameters.


  You may shut down now or continue with other operations.

   Process I64VMS_INSTALL logged out at 25-JUL-2007 14:45:49.54

Press Return to continue...

  ****************************************************************

  You can install or upgrade the OpenVMS I64 operating system
  or you can install or upgrade layered products that are included
  on the OpenVMS I64 distribution media (CD/DVD).
    
  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)  Upgrade, install or reconfigure OpenVMS I64 Version 8.3-1H1
    2)  Display layered products that this procedure can install
    3)  Install or upgrade layered products
    4)  Show installed products
    5)  Reconfigure installed products
    6)  Remove installed products
    7)  Find, Install or Undo patches; Show or Delete recovery data
    8)   Execute DCL commands and procedures
    9)   Shut down this system      

Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/9/?)

6.4.9 Shutting Down the System

Unless you want to perform any other operations prior to booting the upgraded disk, shut the system down by choosing the shutdown option (9) on the menu:

Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/9/?)  9
    Shutting down the system
       .
       .
       .

         SYSTEM SHUTDOWN COMPLETE

6.5 What to Do After Shutdown

After an OpenVMS I64 system shuts down, you can use the OpenVMS I64 Boot Manager utility to add and validate a boot option for the newly upgraded system disk, and then boot the newly upgraded system disk. AUTOGEN runs automatically, after which the system shuts down again and automatically reboots. If you are doing a concurrent or rolling upgrade in an OpenVMS Cluster environment, do not boot any other cluster members now.

Now go to Chapter 7 and check for any postupgrade tasks that need to be performed before the system and cluster can be used. Once you have completed all required postupgrade tasks, you can reboot and then use other cluster members.

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