Installing an SCO OpenServer system

The installation procedure

Before installing SCO OpenServer:

Complete the Installation checklists.
This is very important. If you do not gather this information first, you might have to stop the installation and start again from the beginning.
Back up all of the data on your system.
Having up-to-date backups of all your system data -- from all partitions on all attached hard disks -- before beginning any installation is very important. Some installation options overwrite all of the data on the hard disk, including data in non-active partitions.
Verify that the desired UNIX partition is active.
The installation copies the SCO OpenServer system to the active partition. If your hard disk contains more than one UNIX partition, make sure that the partition you want to install with SCO OpenServer is active.

CAUTION: With one exception, the choices that you make during the SCO OpenServer installation interview (including disk configuration settings like creating partitions and setting up filesystems) are not implemented until Step 9, when you are prompted to accept your installation choices. At any time before that point, you can cancel the installation without any changes to your disk.

If, however, you select to reset disk geometry while customizing partitions and filesystems, all data on the disk, including data in non-UNIX partitions, is immediately removed and the system is rebooted. Use this option with caution.

To install your SCO OpenServer system:

Insert the installation CD into your system's bootable CD-ROM drive and turn on the computer.
At the [boot] prompt, press <Enter> to begin the installation.
Follow the instructions on each screen and complete the information fields.
Brief instructions for completing the fields are provided at the bottom of each screen. See ``Responding to installation prompts'' for more help on completing the installation screens.
Hardware Detection and Licensing
1. Review the Restricted Rights Legend then select Continue.
2. At the Welcome screen, select Continue.
  NOTE: If you have an installation Response Diskette that you saved from a prior installation, insert it and press <F3>. Your installation selections are automatically loaded into the information fields.
3. Read the End User License Agreement then select Accept to continue.
4. Extract Host Bus Adapter (HBA) drivers for your system.
  - If your installation hard disk is either IDE or is one of the SCSI devices supported by the HBAs automatically available from the CD boot image, select No at the ``Load more HBA drivers'' prompt.
  - If the HBA driver that you need is not one of those available for automatic detection, you need to extract the driver from the SCO OpenServer Release 6 CD-ROM so it can be loaded onto the system for the installation. Select Yes at the ``Load more HBA drivers'' prompt.
  - If you have a CD-ROM or floppy diskette with updated or third-party HBA drivers that are appropriate for your hardware configuration, insert the disk and select Yes at the ``Load more HBA drivers'' prompt.
  The Host Bus Adapter (HBA) floppy set consists of two disks. When initially inserting multiple HBA floppies that share a driver, the first instance of the driver will take precedence. The HBA floppies are prompted for re-insertion in reverse order (before building the kernel and rebooting) to maintain this precedence.
  See ``Supported Host Bus Adapters (HBA)'' for a table that lists the HBAs that you can use on SCO OpenServer and the drivers that are automatically available when the installation begins.
5. Load the required HBA drivers.
  By default, the system auto-detects hardware using all of the extracted drivers and then removes any unnecessary drivers from the system. If you prefer, you can manually remove drivers before proceeding.
  NOTE: If you have a hardware configuration problem that is preventing the installation from succeeding, you can reconfigure the affected hardware from this screen. Press <F8> to run the Device Configuration Utility (DCU), then select Interactively configure drivers. Please read ``Installing and configuring hardware'' before using the DCU. When you are finished configuring your hardware, exit the DCU. You are returned to this point in the installation process.
6. Select to install from CD-ROM.
  For information on installing from a TCP network server, see ``Installing SCO OpenServer products over the network'' in the New Features and Notes online documentation topic.
7. Specify a keyboard type.
8. Enter your SCO OpenServer edition license number, code, and data.
  NOTE: If you are upgrading from a previous release of SCO OpenServer, see ``Installing SCO OpenServer edition and upgrade licenses'' for important information on the licenses you need to enter and the order in which they must be entered.
  
  To enter an Evaluation License, press <F8>. The license fields are automatically populated for you.
System Level Information
On this screen:
- enter the system name and your domain name.
- select the desired security profile.
- select your time zone.
- specify your default language setup. Choose C unless you have another preference.

Disk Setup and Software Selection

Select the method for setting up your hard disk and select any optional software that you want installed.

Select a hard disk setup option. Options include:
- Use whole disk for UNIX -- configures the entire disk, configuring a single partition that contains SCO OpenServer with a default division layout. Any pre-existing data on other partitions is removed.
- Customize partitions & filesystems -- allows you to preserve existing partitions or edit the partition table. Specify UNIX or other partitions, and optionally specify division names, sizes, and mount points within the active UNIX partition.
- Re-load partition data -- restores the configuration on the hard disk to what it was when you started the installation.
- Select alternate root disk -- allows you to select a different hard disk to use as the root disk for the installation.
If you select the Use whole disk for UNIX option, skip ahead to Step 6.e.
If you choose the Customize partitions & filesystems option, continue with the next step, Step 6.b.
If you selected to customize partitions and filesystems, you must now define the desired partitions for the primary hard disk. The partition type options are described in ``Partitions and filesystems checklists''.
For each partition that you define, you need to set its ``Status'' (active or blank) and the percentage of the disk that you want allocated for the partition.
NOTE: If you miscalculate when defining partition sizes, the installation notifies you when you attempt to leave this screen. You must correct any allocation errors before proceeding.
If you selected to customize partitions and filesystems, choose whether or not to customize filesystems and divisions (slices) on your primary hard disk.
- To use the default filesystem sizes and types, accept the choices and continue.
- You can customize filesystems and divisions (slices). See ``Partitions and filesystems checklists'' for a description of available filesystem types.
  In the ``Type'' column, press <Space> on a default selection to see the list of other possible filesystem choices. Specify the size of filesystems in the ``Size'' column.
If you selected to customize partitions and filesystems, choose the following disk configuration options:
- Select Yes to install the SCO boot loader.
  If you opt to install a third-party boot loader, SCO OpenServer may not be recognized or be able to boot.
- Select to reset disk geometry if your driver incorrectly interprets your disk geometry.
  CAUTION: Resetting the disk geometry removes all data on a disk, including data in non-UNIX partitions. This option is not enabled by default and should be used with caution.
  
  If you select this option, the system immediately reboots and you can begin the installation again, using the new disk geometry.
After you complete the partition customization screens, confirm the hard disk configuration by selecting Accept above choices.

Select any optional software that you want to install. There are several categories of software, including:

Operating System Services The base operating system services and utilities

Connectivity Services Network drivers, TCP/IP, NFS, Internet Services, SCO PPP from Morning Star, Mozilla, OpenSSH, Samba, and Kerberos

Graphics Services The X server, X clients, and the Panorama (xdt3) and KDE Desktops

Database Services PostgreSQL and MySQL

Value-added Services Gimp-Print, Foomatic, Extended shells, PDFviewer, CD/DVD-RW recording tools, and Vim

Documentation English manual pages and online documentation (in HTML format)

Installing all of the software provided in these categories requires approximately 1.7GB of disk space. If the root filesystem that you configured in previous steps is not large enough to accommodate all of the selected software, the installation prompts you to either make the root filesystem larger or deselect software components.

You can customize what is installed in each of these categories, including removing software that you do not need. Select a desired service and press <Space>. All of the components associated with that service are displayed -- an asterisk (*) indicates the software will be installed. To deselect a component, highlight it and press <Space>. If you change your mind, press <Space> again to reselect the component. Press <Enter> to complete customizing software selection for the service.

Final Configuration Information
1. Network card -- The installation can try to autodetect a network adapter, you can manually select the adapter, or defer networking configuration until after the installation is complete.
2. Network address -- If you selected a network adapter in the previous step, select one of the following to configure the TCP/IP Network address:
  - To use a Dynamic Host Configuration Protocol (DHCP) server to set the TCP/IP configuration on the system after the first reboot, choose Yes in the Use DHCP? field. Select the appropriate TCP framing type in the field at the bottom of the screen.
  - To define the TCP/IP configuration for your system now, enter the desired IP address, Netmask, Broadcast address, Gateway address, and Primary and Alternate nameserver addresses.
3. Video and graphics -- You can opt to have the installation autodetect and configure your video adapter or select to manually configure the adapter after the installation is finished. You can also choose whether or not scologin(XC) is turned on.
4. Mouse -- The installation attempts to autodetect a mouse and displays the Mouse Configuration screen, where you can test that the mouse is working correctly.
  If the mouse isn't detected correctly, or the mouse test is unsuccessful, you can modify the following:
  - The ``Mouse Type'' options are Serial, USB, PS/2-compatible, and No Mouse.
  - For a serial mouse, select the correct serial port.
  - Select the appropriate number of buttons.
5. Email system -- MMDF is the default. Choose Sendmail if you intend to use advanced Internet features, or if your systems currently use Sendmail.
Assign the root (superuser or administration) password or press <F5> to defer. If you defer setting a password now, you are prompted for one when you first log in to the system.
The installation is now ready to write data to the hard disk. You are prompted to Accept above choices to continue. Doing so deletes any data in the active partition and, depending on other special disk options you chose, possibly other partitions as well.
If you need to make changes to any of the screens before proceeding, select Go Back.
If desired, save your installation answers to a pre-formatted diskette by pressing <F3>. You can use this diskette to quickly install this or another SCO OpenServer system using the same responses.
The installation can now proceed unattended.
The software load begins after any disk setup is completed. Software load is the longest stage of the installation. You can track the progress of the installation by viewing the progress indicator.
After the software is loaded, the kernel is rebuilt. This takes several minutes.
After the kernel is successfully rebuilt, remove the installation CD-ROM from the drive on your system and press any key to reboot.
The system automatically boots into multi-user mode.

See New Features and Notes and ``After the installation'' for system configuration information and notes on using SCO OpenServer.

Operating System Services	The base operating system services and utilities
Connectivity Services	Network drivers, TCP/IP, NFS, Internet Services, SCO PPP from Morning Star, Mozilla, OpenSSH, Samba, and Kerberos
Graphics Services	The X server, X clients, and the Panorama (xdt3) and KDE Desktops
Database Services	PostgreSQL and MySQL
Value-added Services	Gimp-Print, Foomatic, Extended shells, PDFviewer, CD/DVD-RW recording tools, and Vim
Documentation	English manual pages and online documentation (in HTML format)