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Performing the Upgrade  



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

Upgrading the System Using Option 1 of the Operating System DVD 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) from the menu displayed on the screen, 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 operating system 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 8.2-1
           2)  Display products and patches that this procedure can install
           3)  Install or upgrade layered products and patches
           4)  Show installed products
           5)  Reconfigure installed products
           6)  Remove installed products
           7)  Execute DCL commands and procedures
           8)  Shut down this system
 
    Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/?) 1

Choosing INITIALIZE or PRESERVE  

The procedure displays the following information and prompts:

       ***********************************************************
 
       The installation 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).

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

Checking for Recovery Data 

If you specify the /SAVE_RECOVERY_DATA qualifier with the PRODUCT INSTALL command, the POLYCENTER Software Installation (PCSI) utility saves information that can be used to remove patches and mandatory update kits at a later time. Use the PRODUCT UNDO PATCH command to remove the patches and kits. The /SAVE_RECOVERY_DATA qualifier and PRODUCT UNDO PATCH command were first added to OpenVMS Alpha in Version 7.3-2; they were backported to OpenVMS Alpha Version 7.2-2, 7.3, and 7.3-1.

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 8-APR-2005 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.
   Do you want to continue? [YES]
 
   Deleting RECOVERY DATA SET 002 ...
 
   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.

Specifying the Volume Label  

After you specify the target disk and, if applicable, check for recovery data, the system 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] I64821
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).
NoteHP strongly recommends 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.

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.


Specifying the On-Disk Structure Level  

If the target disk is currently initialized with On-Disk Structure Level 2 (ODS-2), the system 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.

     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).
     (? for more information)  
 
   Do you want to convert the target system disk to ODS-5? (Yes/No/?) 
For more information, refer to the HP OpenVMS System Manager's Manual, Volume 1: Essentials . A brief summary of ODS-2 and ODS-5 file systems follows:

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, refer to 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. (? 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 counts. 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:.

Choosing Whether to Save Files in the SYS$EFI.SYS Boot Partition  

The upgrade procedure displays the following message warning you about the possibility of losing any files that have been added or modified in the boot partition (SYS$LOADABLE_IMAGES:SYS$EFI.SYS). The procedure advises you to save them now and restore them after the upgrade completes. In the unlikely event that you have added or modified such files, you can stop the upgrade procedure and save them, as explained following this example. Do not confuse these files with any boot options that you might have added or modified in the EFI Boot Manager menu; the boot options are entirely separate from the boot partition and are not removed by upgrades.

      If  you  have  never added or updated any files in the SYS$EFI.SYS
      boot partition, the following  message  does  not  apply  to  you.
      Answer YES to the next question and continue the upgrade.
 
          NOTE: Most users are not expected to have added or updated
          files  in  the  SYS$EFI.SYS  boot   partition.   EFI-level
          information,  such  as  boot options, is entirely separate
          from the partition.  It is not necessary to re-enter  such
          information.
 
      The  OpenVMS  file  SYS$LOADABLE_IMAGES:SYS$EFI.SYS is the storage
      area for the boot partition  used  by  the  Integrity  server  EFI
      console when you boot.  This upgrade will replace this file.
 
      You  may have placed or modified files in the boot partition using
      commands from the EFI Shell prompt.  Because  SYS$EFI.SYS  is  the
      storage  area  for  the  boot  partition  and  this  file  will be
      replaced, anything that you might have placed or modified  in  the
      boot partition will be lost.  If you have placed or modified files
      in the boot partition, you will have  to  re-enter  the  files  or
      modifications after this upgrade.  Therefore:
 
          BEFORE  continuing  with  this  upgrade:  Make copies of these
          files outside of SYS$EFI.SYS, such as in the boot partition of
          another  bootable disk.  (If you already have such copies, you
          need not make additional copies.)
 
          AFTER   completing   this   upgrade:   Restore  the  necessary
          information in the new SYS$EFI.SYS.  You will use commands  at
          the  EFI  Shell  prompt to make and restore the files you have
          placed or modified in the boot partition
 
      If you need to make copies of changes you have made in SYS$EFI.SYS,
      answer NO to the next question "Do you want to continue".
 
      If  you  did  NOT  add or update any files in the SYS$EFI.SYS boot
      partition, or if you have already made copies of them, answer  YES
      to the next question.
 
      A  future  version  of  OpenVMS  I64 is expected to support and to
      preserve user files in SYS$EFI.SYS.  Currently, this action is not
      supported.
 
  Do you want to continue? (Yes/No) [Yes]
If you do not have such files in the boot partition, or if you have already saved these files, then answer YES to the prompt asking whether you want to continue.

If you have such files and you want to save them now, answer NO so that you can save them. The upgrade procedure takes you to the OpenVMS operating system main menu. Select option 8 to shut down the system. Access the EFI console (if you are using a multiple-partitioned server, be sure to access the appropriate console) and use the EFI console cp command to copy these files off of the system disk. Then reboot the DVD to complete the upgrade. After the upgrade completes, copy those files back to the boot partition on the newly upgraded system disk.

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) NO
Unlike an installation, answering YES to this question does not cause the SYS$MANAGER:CLUSTER_CONFIG.COM procedure to be run. However, correct cluster membership information is required by the upgrade procedure. Note that you can run SYS$MANAGER:CLUSTER_CONFIG.COM 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, refer to Guidelines for OpenVMS Cluster Configurations .

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, refer to Installing OpenVMS Using Option 1 of the Operating System Menu.

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

Selecting Reinstallation and Reconfiguration Options  

If you are using the OpenVMS I64 Version 8.2-1 OE DVD and you selected a target disk that already has Version 8.2-1 installed, you are presented with several configuration options. A sample display follows. See also the example in Adding and Removing Operating System Files (Optional).

   Version 8.2-1 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 and patches" (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, refer to Adding and Removing Operating System Files (Optional).

Upgrading Windowing and Networking Products  

The procedure now presents information about software that you can install along with the OpenVMS operating system. Some of this software is required, as noted; some is optional. The procedure asks whether you want to install the following HP windowing and networking software products:

Both the required and optional software is included with the OpenVMS operating system. You can change the default values for these products later in the installation/upgrade procedure.

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 CDSA, Kerberos, DECwindows Motif, DECnet-Plus, and TCP/IP Services for OpenVMS in the following example. For some of the windowing and networking products, earlier versions might be installed that still work on OpenVMS Version 8.2-1. 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 8.2-1. 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 8.2-1. In this case, you are not given a choice to upgrade--the software is upgraded automatically. In the following example, earlier versions of the Availability Manager and the Performance Data Collector base software are currently installed on the system; the messages indicate that they will be upgraded.

The display is similar to the following:

    If necessary, the following products will be upgraded along with 
    the OpenVMS operating system:
 
      o Availability Manager (base) for OpenVMS I64 (required part of OpenVMS)
      o CDSA for OpenVMS I64 (required part of OpenVMS)
      o KERBEROS for OpenVMS I64 (required part of OpenVMS)
      o Performance Data Collector (base) for OpenVMS I64 (required part of OpenVMS)
      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 these 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 (required part of OpenVMS) is
    installed on your system. It will be upgraded.
 
    CDSA for OpenVMS I64 (required part of OpenVMS) V2.1-355
    is already installed on your system. An upgrade is not required.
 
    
    KERBEROS for OpenVMS I64 (required part of OpenVMS) V2.1-75
    is already installed on your system. An upgrade is not required.
 
    Performance Data Collector (base) for OpenVMS I64 (required part of OpenVMS) 
    is installed on your system. It will be upgraded.    
 
    DECwindows Motif for OpenVMS I64 V1.5 
    is already installed on your system. An upgrade is not required.
    DECnet-Plus for OpenVMS I64
    is installed on your system.  It will be upgraded.
    
    DECnet Phase IV for OpenVMS I64 is not installed on your system.
     It will not be installed.
 
    HP TCP/IP Services for OpenVMS V5.5-11
    is already installed on your system. An upgrade is not required.

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