VAX Notes Installation Guide Order Number: AA-GH96D-TE March 1989 This document contains instructions for installing VAX Notes on the VMS operating system. It also explains how to read the online release notes before or after installing the product. This document applies to VAX Notes Version 2.0. Revision/Update Information: This revised manual supersedes the VAX Notes Installation Guide (Order Number AA-GH96C- TE). Operating System and Version: VMS Version 5.1 or higher. Future maintenance releases may require higher versions. Software Version: VAX Notes Version 2.0 digital equipment corporation maynard, massachusetts ________________________ First Printing, March 1986 Revised, May 1987 Revised, May 1988 Revised, March 1989 __________ The information in this document is subject to change without notice and should not be construed as a commitment by Digital Equipment Corporation. Digital Equipment Corporation assumes no responsibility for any errors that may appear in this document. The software described in this document is furnished under a license and may be used or copied only in accordance with the terms of such license. No responsibility is assumed for the use or reliability of software on equipment that is not supplied by Digital Equipment Corporation or its affiliated companies. __________ Copyright ©1986, 1987, 1988, 1989 by Digital Equipment Corporation All Rights Reserved. Printed in U.S.A. __________ The postpaid Reader's Comments forms at the end of this document request the user's critical evaluation to assist in preparing future documentation. The following are trademarks of Digital Equipment Corporation: DEC DIBOL UNIBUS DEC/CMS EduSystem VAX DEC/MMS IAS VAXcluster DECnet MASSBUS VMS DECsystem-10 PDP VT DECSYSTEM-20 PDT DECUS RSTS DECwriter RSX DIGITAL ZK5198 Contents________________________________________________________ Preface________________________________________________________v Preparing to Install VAX Notes_________________________________1 Accessing the Online Release Notes_________________________1 Installation Procedure Requirements________________________1 User Account Quotas and Privileges_________________________4 VMS License Management Facility____________________________5 Using VMSINSTAL____________________________________________6 Installing VAX Notes___________________________________________8 Notes on Installation_________________________________________19 Installing VAX Notes on a VAXcluster______________________19 After the Installation________________________________________20 Controlling VAX Notes Servers_________________________________21 ALL-IN-1 Specific Information_________________________________22 Running the Installation Verification Procedure Separately____22 Error Conditions______________________________________________23 Maintenance Updates___________________________________________24 Determining and Reporting Problems____________________________25 Sample Installation___________________________________________25 iii ________________________________________________________________ Preface This document describes how to install VAX Notes on the VMS operating system. It is intended for system managers. This document applies to VAX Notes Version 2.0, and all maintenance updates in that version. A major version number is represented by the digits to the left of the decimal point, and the maintenance update version number is indicated by the digits to the right of the decimal point. Keep this document with your distribution kit. You will need it to install maintenance updates or to reinstall VAX Notes for any other reason. At the back of this document are two Reader's Comments forms. If you have any comments about this document, please fill out one form and mail it. Your comments will be considered for the next revision of the installation guide. For more information about installing VAX Notes on VMS systems, refer to your processor-specific installa- tion/operations guide. The installation procedure is described step-by-step and is, for the most part, self-explanatory. The system prompts you to answer questions and to change volumes, and waits for you to tell it to continue. Defaults appear in brackets ([]) throughout the installation procedure. Whenever a default is indicated, you can select the default by simply pressing the RETURN key. Text you type is indicated in red; you press the RETURN key after typing any text. v __________________________________________________________ Preparing to Install VAX Notes Your bill of materials (BOM) and indented bills report (BIL) specify the number and contents of your media. Be sure to check the contents of your kit against this information. If your kit is damaged or if you find that parts of it are missing, call your DIGITAL representative. Distribution media must be mounted in numerical order. The installation procedure prompts you to mount the volumes. For more information on how to mount distribution media, refer to your processor-specific installation/operations guide, which also details several options to the installation procedure. __________________________________________________________ Accessing the Online Release Notes VAX Notes provides online release notes. The prompt to dis- play or print the release notes during the installation ap- pears in step 5 of the installation procedure when you invoke VMSINSTAL with the OPTIONS N parameter. To obtain the release notes after the installation, type or print the file SYS$HELP:NOTES020.RELEASE_NOTES. Online help also directs you to the release notes file. After the installation, type the following command: $ HELP NOTES RELEASE_NOTES __________________________________________________________ Installation Procedure Requirements The installation should take approximately 15 minutes, de- pending on the type of media and your system configuration. Before installing VAX Notes, you must have the following privileges and resources: o SETPRV privilege; or CMKRNL, WORLD, and SYSPRV privileges VAX Notes Installation Guide 1 o A minimum of 4700 blocks of free disk space during instal- lation; 3800 blocks are used after installation o A minimum of 260 free global pages plus the size (in num- ber of disk blocks) of the file SYS$LIBRARY:DCLTABLES.EXE at installation; for most efficient operation, you will need a total of 1670 free global pages plus the size of SYS$LIBRARY:DCLTABLES.EXE after installation o A minimum of 2 free global sections at installation; for most efficient operation, you will need a total of 5 free global sections after installation o VMS Version 5.1 or higher NOTE You must ensure that your system has the necessary global page and global section SYSGEN quotas for the installation. Failure to do so could cause the DCL tables to be corrupted in some situations. To determine the number of available global pages on your system, use the VMS Install Utility. Type the following commands: $ INSTALL :== $INSTALL/COMMAND_MODE $ INSTALL INSTALL> LIST/GLOBAL/SUMMARY Summary of Local Memory Global Sections ?? Global Sections Used, ???/??? Global Pages Used/Unused INSTALL> EXIT When you issue these commands, the system displays a summary of the number of global sections used, the number of global pages used, and the number of global pages unused. To exit from the VMS Install Utility, type the EXIT command. 2 VAX Notes Installation Guide VAX Notes requires approximately 1670 global pages. If there are fewer than 1670 pages available, you can delete an existing known image with the VMS Install Utility, or you can increase the GBLPAGES system parameter with the VMS System Generation Utility (SYSGEN) by editing the file SYS$SYSTEM:MODPARAMS.DAT and then invoking the AUTOGEN com- mand procedure, SYS$UPDATE:AUTOGEN.COM. For example, you can include a line like the following in MODPARAMS.DAT: ADD_GBLPAGES=2000 For more information on the AUTOGEN command procedure, refer to the VMS System Management Subkit. You can determine the number of available global sections by invoking SYSGEN as follows: $ RUN SYS$SYSTEM:SYSGEN SYSGEN> USE CURRENT SYSGEN> SHOW GBLSECTIONS . . . SYSGEN> EXIT The last number displayed is the maximum number of global sections. Compare this number to the number of global sec- tions in use displayed by the VMS Install Utility. VAX Notes requires 5 global sections. Therefore, if the number of global sections used plus 5 exceeds the maximum number of global sections, you must increase the number of available global sections before you can install VAX Notes. To increase the number, you must increase the GBLSECTIONS system parame- ter with SYSGEN by editing the file SYS$SYSTEM:MODPARAMS.DAT and then invoking the SYS$UPDATE:AUTOGEN.COM procedure. For more information on the AUTOGEN command procedure, refer to the VMS System Management Subkit. VAX Notes Installation Guide 3 If the number of global sections used plus 5 is less than the maximum number of global sections, you can exit from SYSGEN and continue. __________________________________________________________ User Account Quotas and Privileges To use VAX Notes, each account must have TMPMBX and NETMBX privileges and the following minimum requirements: o AST limit (ASTLM): 24 (minimum) o Buffered I/O quota (BIOLM): 18 (minimum) o Buffered I/O byte count quota (BYTLM): 8192 (minimum) o Direct I/O quota (DIOLM): 18 (minimum) o Enqueue quota (ENQLM): 30 (minimum) o Open file limit (FILLM): 20 (minimum) o Paging file quota (PGFLQUOTA): 10,000 pages (minimum) o Subprocess creation quota (PRCLM): 2 (minimum) o Working set size (WSDEF): 256 pages (minimum), 512 pages (optimum) Use the VMS Authorize Utility (AUTHORIZE) to compare the current values of these quotas with the requirements for VAX Notes. For example, the account used in the following example is the SYSTEM account: $ SET DEFAULT SYS$SYSTEM $ RUN AUTHORIZE UAF> SHOW SYSTEM To change the values of any user account quotas and privi- leges, use the VMS Authorize Utility's MODIFY command. For more information, see the VMS Authorize Utility Manual. 4 VAX Notes Installation Guide __________________________________________________________ VMS License Management Facility This product supports the License Management Facililty (LMF) features provided by VMS (Version 5.0 and higher), and re- quires that a Product Authorization Key (PAK) be registered. The license registration information you need is contained in the PAK that is shipped with VAX Notes. The PAK is a paper certificate that contains information about the license you have to run a particular piece of software. During the installation, you are asked if you have registered the VAX Notes license and loaded the appropriate authoriza- tion key. You must register and load your license for VAX Notes before you start the installation in order to run the Installation Verification Procedure (IVP) and use the software. To register a license under VMS V5.0 or higher, first log in to the system manager's account, SYSTEM. You then have a choice of two ways to perform the registration: o Invoke the SYS$UPDATE:VMSLICENSE.COM procedure. When it prompts you for information, respond with data from your PAK. o Issue the LICENSE REGISTER DCL command with the appro- priate qualifiers that correspond to information on the PAK. For complete information on the VMSLICENSE.COM procedure and on the management features of LMF, see the VMS License Management Utility Manual. There is only one kit for VAX Notes, but there are three licenses: NOTES, NOTES-USER, and NOTES-CLIENT. The NOTES and NOTES-USER licenses have full functionality; the only difference is that the NOTES-USER license permits only a specified maximum number of users to use VAX Notes at any one time, whereas the NOTES license does not set a limit. The NOTES-CLIENT license does not have full functionality. It VAX Notes Installation Guide 5 allows users to access only remote conferences; they cannot create or access local conferences. The NOTES-CLIENT license does not restrict the number of users. If a user on a NOTES-CLIENT licensed system attempts to perform an operation that is not allowed under the NOTES- CLIENT license, the following error message is returned: Your software license does not allow this operation If a user on a NOTES-USER licensed system attempts to in- voke VAX Notes at a time when the maximum number of users happen to be using VAX Notes, the following error message is returned: $ NOTES %LICENSE-F-NOAUTH, DEC NOTES-USER use is not authorized on this node -LICENSE-F-EXCEEDED, attempted usage exceeds active license limits -LICENSE-I-SYSMGR, please see your system manager __________________________________________________________ Using VMSINSTAL After you log in to a privileged account to install VAX Notes, set the default device to SYS$UPDATE: and then invoke VMSINSTAL, the command procedure that installs this product. An example of this procedure is shown in steps 1 and 2 of the Installing VAX Notes section. $ SET DEFAULT SYS$UPDATE $ @VMSINSTAL NOTES020 ddn: [OPTIONS N] You can also type an asterisk (*) in place of NOTES020. If you are installing from magnetic tape, you can use the asterisk to save installation time; the asterisk causes VAX Notes to be installed with a minimum of tape passes. For example, 6 VAX Notes Installation Guide $ SET DEFAULT SYS$UPDATE $ @VMSINSTAL * ddn: [OPTIONS N] The command parameters are described in the next paragraphs. If you do not supply the first two parameters (NOTES020 and ddn:), VMSINSTAL prompts you for the product and device names. If you wish to be prompted for the product and device names and to display or print the release notes, type the following: $ @SYS$UPDATE:VMSINSTAL "" "" OPTIONS N ddn: Represents the name of a device where the distribution vol- umes will be mounted, where dd is the device code and n is the unit number. It is not necessary to use the console drive to install VAX Notes. If you do use the console drive, you should replace any media you removed from the drive. CSA1: is the device name used in examples in this document. OPTIONS N Is an optional parameter you should provide if you want to be prompted to display or print the release notes. If you do not include the OPTIONS N parameter, VMSINSTAL does not prompt you to display or print the release notes. VMSINSTAL permits the use of several other options. For more infor- mation on the other options, see your processor-specific installation/operations guide. When you invoke VMSINSTAL, it checks the following: o Whether you logged in to a privileged account. DIGITAL recommends that you install software from the system manager's account with your default device and directory set to SYS$UPDATE. o Whether you have adequate quotas for installation. VMSINSTAL checks for the following quota values: - ASTLM = 24 VAX Notes Installation Guide 7 - BIOLM = 18 - BYTLM = 18000 - DIOLM = 18 - ENQLM = 30 - FILLM = 20 VMSINSTAL then checks whether the following conditions exist: o Whether DECnet is up and running o Whether any users are logged in to the system If VMSINSTAL detects either of these conditions, you will be asked whether you want to continue the installation. If you want to continue, type YES. If you want to stop the installation, press RETURN. Register the information contained in the Product Authorization Key (PAK) that is shipped with VAX Notes by using either the VMS License command procedure (VMSLICENSE) or the LICENSE REGISTER and LICENSE LOAD commands, as described in the VMS License Management Utility Manual. __________________________________________________________ Installing VAX Notes This section contains excerpts from the installation pro- cedure and explains each step. Defaults appear in brackets throughout the installation procedure. To abort the installation procedure at any time, press CTRL/Y. When you press CTRL/Y, the installation procedure deletes all files it has created up to that point and then returns you to DCL level. If you want to retry the installa- tion procedure after pressing CTRL/Y, you must proceed from step 2. 8 VAX Notes Installation Guide Step 1: Log in to a privileged account and set your default device and directory to SYS$UPDATE. Username: SYSTEM Password: $ SET DEFAULT SYS$UPDATE Step 2: Invoke VMSINSTAL. $ @VMSINSTAL NOTES020 CSA1: OPTIONS N VAX/VMS Software Product Installation Procedure V5.X It is dd-mmm-yyyy at hh:mm. Enter a question mark (?) at any time for help. * Are you satisfied with the backup of your system disk [YES]? YES If you are satisfied with the backup of your system disk, press RETURN. Otherwise, type NO and press RETURN to discon- tinue the installation. Step 3: Insert the first installation kit volume. Please mount the first volume of the set on CSA1:. * Are you ready? YES The following products will be processed: NOTES V2.0 Beginning installation of NOTES V2.0 at hh:mm %VMSINSTAL-I-RESTORE, Restoring product saveset A... To indicate that you want to continue the installation, mount volume 1, type YES, and then press RETURN. VAX Notes Installation Guide 9 Step 4: Insert the subsequent installation kit volumes, if any. %BACKUP-I-READYREAD, mount volume 2 on _CSA1: for reading Enter "YES" when ready: YES VMSINSTAL prompts you to insert the next volume and waits for you to type YES after inserting it. If you type NO, VMSINSTAL displays the prompt again. This prompt is displayed only if your installation kit contains more than one volume. Step 5: Select a release notes option. This step applies only if you specified OPTIONS N in step 2. Release Notes Options: 1. Display release notes 2. Print release notes 3. Both 1 and 2 4. Copy release notes to SYS$HELP 5. Do not display, print or copy release notes * Select option [3]: 3 If you select option 1, VMSINSTAL displays the release notes on line immediately. You can terminate the display at any time by pressing CTRL/C. If you select option 2, VMSINSTAL prompts you for a queue name. Either type a queue name or press RETURN to send the file to the default output print device. * Queue name [SYS$PRINT]: SYS$PRINT If you select option 3, VMSINSTAL displays the release notes on line immediately and then prompts you for a queue name. 10 VAX Notes Installation Guide If you select option 4, VMSINSTAL copies the release notes to SYS$HELP immediately. If you select option 5, VMSINSTAL does not display, print or copy the release notes; typically this option is selected when the user wants to terminate the installation. NOTE This version of the release notes file installed by VMSINSTAL is labeled with the current product name and version number. Take care not to delete release notes for previous versions of VAX Notes. Next, VMSINSTAL displays the following prompt: * Do you want to continue the installation [N]?: YES %VMSINSTAL-I-RELMOVED, The product's release notes have been successfully moved to SYS$HELP. If you want to continue the installation, type YES and press RETURN. If you type NO or press RETURN, VMSINSTAL discon- tinues the installation. In either case, VMSINSTAL moves the release notes to SYS$HELP. Step 6: Select installation options, and identify your license. * Do you want to purge files replaced by this installation [YES]? YES The directories SYS$HELP, SYS$LIBRARY, SYS$MANAGER, and SYS$SYSTEM may contain previous versions of VAX Notes files. These files are replaced during the installation with new files, but the old files are not automatically purged. Purging is recommended. In response to the purging prompt, press RETURN to purge the files or type NO to keep them. * Do you want to run the IVP after the installation [YES]? YES VAX Notes Installation Guide 11 The Installation Verification Procedure (IVP) runs tests to check whether the installation procedure was successful. Press RETURN to run the IVP after the installation. If you do not want to run the IVP, type NO in response to the prompt. The system prompts you to identify which license you have purchased. Notes may be purchased with a full capability license (NOTES or NOTES-USER) or with a reduced capability, client-only, license (NOTES-CLIENT). Please indicate the level of capability which you want to install: 1. full capability 2. reduced capability * Enter the number of the level of capability to install [1]: 1 The system then prompts you to confirm that the VAX Notes PAK has been registered and loaded. Product: NOTES or NOTES-USER Producer: DEC Version: 02.0 Release Date: dd-mmm-yyyy * Does this product have an authorization key registered and loaded? YES If you have registered and loaded your PAK, type YES. Otherwise, type NO, in which case the IVP will not be run. Step 7: Set up the server account, if applicable. NOTE Step 7 occurs only if you have purchased a full ca- pability license (NOTES or NOTES-USER). If you have purchased a NOTES-CLIENT license, skip this step and continue with step 8. 12 VAX Notes Installation Guide Installing an Upgrade of VAX Notes (NOTES or NOTES-USER License) The following messages are displayed only if you are in- stalling an upgrade of VAX Notes: %NOTES-I-EXISTS, NOTES$SERVER account already exists %NOTES-I-MODACC, Modifying account NOTES$SERVER... %VMSINSTAL-I-ACCOUNT, This installation updates an account named NOTES$SERVER. %UAF-I-MDFYMSG, user record(s) updated %NOTES-I-EXISTS, The logical NOTES$LIBRARY exists %NOTES-I-ASSUMEOK, This installation will assume it is properly defined At this point, you should continue on to step 8. Installing VAX Notes for the First Time (NOTES or NOTES-USER License) If you are installing VAX Notes for the first time, the system displays the following messages and prompts you for your UIC number. DIGITAL recommends you use the default UIC [376,377]; if you do not use the default, you must ensure that you use a unique UIC. VAX Notes Installation Guide 13 In order to ensure that the VAX Notes server runs with the proper quotas, this installation procedure will create an account for the server. This account, NOTES$SERVER, has no special privileges and is set up for only network operation. You must specify a unique UIC for this account in order to ensure proper security of your conferences. You may want to change the password on this account after the installation has completed. If you do, you must also change the password with NCP SET/DEF OBJECT NOTES commands. * Enter UIC for NOTES server account (include brackets) [[376,377]]:[376,377]) %NOTES-I-CREACC, Creating account NOTES$SERVER for the VAX Notes server %VMSINSTAL-I-ACCOUNT, This installation creates an ACCOUNT named NOTES$SERVER. %UAF-I-ADDMSG, user record successfully added %NOTES-I-MODACC, Modifying account NOTES$SERVER quotas... %VMSINSTAL-I-ACCOUNT, This installation updates an ACCOUNT named NOTES$SERVER. %UAF-I-MDFYMSG, user record(s) updated %VMSINSTAL-I-ACCOUNT, This installation updates an ACCOUNT named NOTES$SERVER. %UAF-I-MDFYMSG, user record(s) updated %VMSINSTAL-I-ACCOUNT, This installation updates an ACCOUNT named NOTES$SERVER. %UAF-I-MDFYMSG, user record(s) updated %VMSINSTAL-I-ACCOUNT, This installation updates an ACCOUNT named NOTES$SERVER. %UAF-I-MDFYMSG, user record(s) updated %VMSINSTAL-I-SYSDIR, This product creates system disk directory SYS$SYSDEVICE:[NOTES$SERVER]. The system then prompts you for the name of the device to be used for storing conferences. The device name DUA1: is used here for the purpose of demonstration. 14 VAX Notes Installation Guide VAX NOTES conference files are stored in a directory named [NOTES$LIBRARY]. You must designate the device on which this directory is to be created. Be sure that the device you specify has plenty of free blocks to permit normal conference file expansion. * Device to be used for storing conferences: DUA1: %VMSINSTAL-I-SYSDIR, This product creates system disk directory DUA1:[NOTES$LIBRARY]. The network object NOTES has been defined. If you wish to view this, run SYS$SYSTEM:NCP and issue the command NCP> LIST OBJECT NOTES CHAR %VMSINSTAL-I-SYSDIR, This product creates system disk directory VMI$ROOT:[SYSTEST.NOTES]. Step 8: Read informational messages and the Installation Verification Procedure. The VAX Notes installation procedure produces a number of informational messages that report on the progress of the in- stallation. If the installation procedure is successful, the new or modified files are moved to their target directories. This installation will add the following files: . . . %VMSINSTAL-I-MOVEFILES, Files will now be moved to their target directories... The SYS$HELP:HELPLIB.HLB and SYS$LIBRARY:DCLTABLES.EXE files are updated to include the new versions of the VAX Notes HELP text and the NOTES command line definition. VAX Notes Installation Guide 15 If you typed YES in response to the prompt that requests a file purge at step 6, previous versions of the VAX Notes files are now purged. Step 8A: Read informational messages and the Installation Verification Procedure (NOTES or NOTES-USER license.) This installation will add the following files: [SYSLIB]NOTES$SHARE.EXE [SYSLIB]NOTES$SECTION.TPU$SECTION [SYSEXE]NOTES$MAIN.EXE [SYSEXE]NOTES$SERVER.EXE [SYSEXE]NOTES$SERVER_LOGIN.COM [SYSMGR]NOTES$MOVE_CONFERENCE.COM NOTES$LIBRARY:NOTES$SAMPLE.NOTE SYS$SYSROOT:[SYSTEST.NOTES]NOTES$IVP.COM SYS$SYSROOT:[SYSTEST.NOTES]NOTES$IVP_CLIENT.COM [SYSHLP]NOTES020.RELEASE_NOTES [SYSHLP]NOTES_SHORTGUIDE.MEM [SYSHLP]NOTES$HELP.HLB [SYSHLP]NOTES$DWHELP.HLB [SYSLIB]NOTES$DWSHARE.EXE [SYSLIB]NOTES$DWNOTES.UID [SYSLIB]NOTES$DEFAULTS.DAT SYS$STARTUP:NOTES$STARTUP.COM You must edit your system startup procedure to invoke SYS$STARTUP:NOTES$STARTUP.COM before you start your network for proper VAX NOTES operation. %VMSINSTAL-I-MOVEFILES, Files will now be moved to their target directories... If you chose to run the IVP in step 6, VMSINSTAL now calls the IVP to verify that VAX Notes was installed successfully. 16 VAX Notes Installation Guide Beginning the VAX Notes Installation Verification Procedure. Testing OPEN, READ, DIRECTORY, SHOW, HELP, and CLOSE. VAX Notes Computer Conferencing Enter the command HELP for help VAX Notes Sample Conference Created: 27-JAN-1986 10:39 9 topics Updated: 18-FEB-1986 14:23 Note 1.0 Welcome to VAX Notes 7 replies MAR::JOHN_Q_NOTER "I'll make a note!" 24 lines 27-JAN-1986 10:42 VAX Notes is a computer-mediated conferencing system that lets you conduct online conferences or meetings. Using VAX Notes, you can communicate conveniently and economically with people in different geographic locations. Anyone connected to the system can participate, making it possible for you to receive input from many people without costly, time-consuming meetings. This sample conference has been provided to help you quickly get started using VAX Notes. It contains definitions of terms, ways to read notes, a place for you to add your first reply, and helpful hints for running and participating in an online conference. This conference . . . Command_Summary If you are new to VAX Notes, type New_User for examples of how to use Getting Started commands, type Terms_and_Concepts for an explanation of your Notebook and other VAX Notes terms and concepts, or type a question mark (?) for a list of all VAX Notes commands. Getting Started Commands: ADD ENTRY CLOSE DIRECTORY EXIT EXTRACT HELP NOTES (DCL command) OPEN PRINT READ REPLY (or ANSWER) WRITE The following topics have information on more advanced VAX Notes commands: VAX Notes Installation Guide 17 Choosing_an_Editor Information_Commands Keypad Keyword_Commands Logical_Names Moderator_Commands Notebook_Commands Other_Utilities Reading_Notes Software_Licenses Specifying_Notes Subprocess_Commands VAX Notes Computer Conferencing Enter the command HELP for help The VAX Notes Installation Verification Procedure completed. Step 8B: Read informational messages and the Installation Verification Procedure (NOTES-CLIENT license.) The messages and the IVP for the installation of VAX Notes with a NOTES-CLIENT license are shown in the Sample Installation section. Step 9: End the installation procedure. Installation of NOTES V2.0 completed at hh:mm VMSINSTAL procedure done at hh:mm $ LOGOUT SYSTEM logged out at dd-mmm-yyyy hh:mm:ss.ss When the product installation procedure is complete, you can choose to install more products, or to log out (as shown here.) If you removed any media from the console drive before beginning the installation, you should replace it now. Note that VMSINSTAL deletes or changes entries in the process symbol tables during the installation. Therefore, if you are going to continue using the system manager's account and you want to restore these symbols, you should log out and log in again. 18 VAX Notes Installation Guide __________________________________________________________ Notes on Installation You must edit the SYS$MANAGER:SYSTARTUP_V5.COM file to invoke SYS$STARTUP:NOTES$STARTUP.COM before you start your network. __________________________________________________________ Installing VAX Notes on a VAXcluster If you want to run VAX Notes on multiple nodes of a VAXcluster, first check to see that you have the appropriate software license. Then you must log in to a privileged ac- count on each of the other nodes in the cluster and do the following: 1.Issue the LICENSE LOAD command to activate the license, as described in the VMS License Management Utility Manual. 2.Type the following commands: $ @SYS$STARTUP:NOTES$STARTUP.COM $ INSTALL :== $INSTALL/COMMAND_MODE $ INSTALL INSTALL> REPLACE SYS$LIBRARY:DCLTABLES.EXE INSTALL> EXIT 3.If the cluster has a server (that is, one or more nodes have a NOTES or NOTES-USER license), then you must do one of the following: a.If this is the first time that VAX Notes has been installed on this system, type the following commands: $ RUN SYS$SYSTEM:NCP NCP> DEF OBJ NOTES NUM 33 FILE NOTES$SERVER.EXE USER NOTES$SERVER PASSWORD DECNET PROXY OUT NCP> SET OBJ NOTES ALL NCP> EXIT VAX Notes Installation Guide 19 b.If this is an upgrade of VAX Notes, stop any previous Notes servers (network processes named NOTES$nnnn_n) so that they are restarted using the new server code. Use the DCL commands SHOW SYSTEM/NETWORK and STOP/IDENTIFICATION, respectively. __________________________________________________________ After the Installation VAX Notes is now installed and can be invoked by all users with the NOTES command. The installation procedure modifies the DCL command table so that the NOTES command is recognized and processed. However, the previous command table is still in effect for those users who are currently logged in. All logged-in users who want to use the NOTES command must log out of the system and log in again. If this is a NOTES-CLIENT licensed system, you can simplify the specification of conferences for the users on the system by defining NOTES$LIBRARY to point to the system on which Notes conference files will be stored. (This must be a system with a NOTES or NOTES-USER license). If many of your users are computer "novices," they may need help setting up their Notebook. As the system manager, you can set up a Notebook for them and include one or more en- tries in their Notebook. The example that follows shows how to do this. $ DEFINE /USER NOTES$NOTEBOOK NOTES$LIBRARY:NOTES$NOTEBOOK.NOTE $ NOTES Notes> ADD ENTRY ABC::VAXNOTES !abc::vaxnotes is used as an example Notes> ADD ENTRY your-notefile Notes> SET PROFILE /EDITOR=EDT !make EDT keypad the default Notes> EXIT Then, copy the NOTES$LIBRARY:NOTES$NOTEBOOK.NOTE Notebook file to the SYS$LOGIN directory of the novice users. 20 VAX Notes Installation Guide __________________________________________________________ Controlling VAX Notes Servers During heavy use, VAX Notes Version 2.0 could use the maximum number of server links allowed on your system. To prevent this from occurring, you can define system logicals to limit VAX Notes to a specific number of servers. Additionally, you can limit the number of links for each server by editing the SYS$STARTUP:NOTES$STARTUP.COM file and including one or both of the following logicals with the desired number. The numbers 4 and 16 are included as examples. $ DEFINE /SYSTEM /EXEC NOTES$SERVER_MAX_SERVERS 4 !per system $ DEFINE /SYSTEM /EXEC NOTES$SERVER_MAX_LINKS 16 !per server On most systems, the default number of servers is unlimited. VAX Notes has a default of 16 links for each server. You can change these numbers for your system, if appropriate. Note that if you include these commands, you should reedit the NOTES$STARTUP file each time you upgrade VAX Notes. If you are installing VAX Notes on a system that did not previously run VAX Notes, note that defaults for the working set extent (WSEXTENT) and the working set quota (WSQUOTA) have been set up in the NOTES$SERVER account. The default for WSEXTENT is not less than 512 and not more than 2048; the default for WSQUOTA is exactly half of the WSEXTENT. You can change these defaults by issuing the following comands (supply the appropriate number values for X and Y for your system): $ SET DEFAULT SYS$SYSTEM $ RUN AUTHORIZE UAF> MODIFY NOTES$SERVER /WSEXTENT=X /WSQUOTA=Y UAF> EXIT VAX Notes Installation Guide 21 __________________________________________________________ ALL-IN-1 Specific Information To link VAX Notes to the ALL-IN-1 Version 2.3 executable im- age, you must edit the file OA$BUILD:SITELINK.COM to include the VAX Notes ALL-IN-1 dispatch interface module. Starting on a separate line in the SITELINK.COM file, insert the follow- ing two lines of text: $ WO "! Include VAX Notes command dispatch" $ WO "OA$BUILD:OANOTES.OBJ" Next, use BACKUP to copy the OANOTES.OBJ file supplied with the VAX Notes installation kit into the directory OA$BUILD:. Finally, relink ALL-IN-1 following the instructions in the ALL-IN-1 System Manager's Guide. You can now add VAX Notes to the ALL-IN-1 menu by follow- ing the instructions for adding menu items in the ALL-IN-1 Applications Programmer's Reference Manual. __________________________________________________________ Running the Installation Verification Procedure Separately The Installation Verification Procedure (IVP) is usually run at installation. If you want to run the IVP separately to ensure the integrity of installed files if system problems occur, execute the following command procedure if you have a NOTES or a NOTES-USER license: $ @SYS$SYSROOT:[SYSTEST.NOTES]NOTES$IVP.COM If the IVP fails for any reason, the following message is displayed: The VAX Notes Installation Verification Procedure failed. Execute the following command procedure if you have a NOTES- CLIENT license: $ @SYS$SYSROOT:[SYSTEST.NOTES]NOTES$IVP_CLIENT.COM 22 VAX Notes Installation Guide If the IVP fails for any reason, the following message is displayed: The VAX Notes Client-only Installation Verification Procedure failed. __________________________________________________________ Error Conditions If the installation procedure fails for any reason, a message like the following is displayed: %VMSINSTAL-E-INSFAIL, The installation of Notes V2.0 has failed. An error during the installation can occur if one or more of the following conditions exist: o Operating system version is incorrect o Quotas necessary for successful installation are in- sufficient (see the Installation Procedure Requirements section) o Process quotas required by VMSINSTAL are incorrect (see the Using VMSINSTAL section) o The VMS HELP library is currently in use o The product was registered incorrectly or not registered. For descriptions of the error messages generated by these conditions, see the VMS System Messages and Recovery Procedures Reference Volume, your processor-specific in- stallation/operations guide, or the VMS License Management Utility Manual. If you are notified that any of these conditions exist, you should take the appropriate action as described in the mes- sage. You may need to change a system parameter or increase an authorized quota value. VAX Notes Installation Guide 23 If the installation fails, you must restart the installation procedure from step 2. If the installation fails because of an IVP failure, contact a DIGITAL field service representa- tive. __________________________________________________________ Maintenance Updates DIGITAL may periodically issue maintenance updates of VAX Notes. Each update consists of an installation kit. You should install this kit as described in this document or in any documentation that may accompany the maintenance update. Each time a maintenance update is released, the version number changes. For example, if the current version is 1.0, the version number of the first maintenance update will be 1.1. In addition, the maintenance update includes new release notes. The release notes describe the changes that have been made to VAX Notes since the previous release. The update release notes are provided on line. You should read the release notes when you first install VAX Notes; they are also accessible at any time after the product is installed. For information on reading the release notes at the time that you install VAX Notes, follow the installa- tion procedure through step 5. To locate the release notes after VAX Notes is installed, display or print the file SYS$HELP:NOTES020.RELEASE_NOTES, or type the following: $ HELP NOTES RELEASE_NOTES If you used a private section file with a previous version of VAX Notes, after installing Version 2.0, you will need to rebuild your section file to be compatible with Version 2.0. 24 VAX Notes Installation Guide __________________________________________________________ Determining and Reporting Problems If an error occurs while you are using VAX Notes and you believe that the error is caused by a problem with VAX Notes, take one of the following actions: o If you purchased VAX Notes within the past 90 days and you think the problem is caused by a software error, you can submit a Software Performance Report (SPR). o If you have a Basic or DECsupport Software Agreement, you should call your Customer Support Center. With these services, you receive telephone support that provides high-level advisory and remedial assistance. For more information, contact your local DIGITAL representative. o If you have a Self-Maintenance Software Agreement, you can submit a Software Performance Report (SPR). If you find an error in the VAX Notes documentation, you should fill out and submit a Reader's Comments form from the back of the document in which the error was found. Include the section and page number where the error was found. __________________________________________________________ Sample Installation This section contains a sample installation of VAX Notes with the NOTES-CLIENT license. (The installation excerpts in the section on Installing Vax Notes are from an installation with the NOTES license, which is similar to an installation with the NOTES-USER license.) Note that this is only a sample. Sometimes the installation procedure is modified in maintenance updates of this prod- uct. Because this installation guide is not usually revised for maintenance updates, be sure to read the Read Before Installing or Using VAX Notes letter before you install this product. This letter notes any significant changes in the installation that vary from this sample. VAX Notes Installation Guide 25 Username: SYSTEM Password: . . . $ SET DEFAULT SYS$UPDATE $ @VMSINSTAL NOTES020 CSA1: VAX/VMS Software Product Installation Procedure V5.X It is dd-mmm-yyyy at hh:mm. Enter a question mark (?) at any time for help. * Are you satisfied with the backup of your system disk [YES]? YES Please mount the first volume of the set on CSA1: * Are you ready? YES The following products will be processed: NOTES V2.0 Beginning installation of NOTES V2.0 at hh:mm %VMSINSTAL-I-RESTORE, Restoring product saveset A... %VMSINSTAL-I-RELMOVED , The product's release notes have been successfully moved to SYS$HELP. * Do you want to purge files replaced by this installation [YES]? YES * Do you want to run the IVP after the installation [YES]? YES Notes may be purchased with a full capability license (NOTES or NOTES-USER) or with a reduced capability, client-only, license (NOTES-CLIENT). Please indicate the level of capability which you want to install: 1. full capability 2. reduced capability * Enter the number of the level of capability to install [1]: 2 26 VAX Notes Installation Guide Product: NOTES-CLIENT Producer: DEC Version: 02.0 Release Date: dd-mmm-yyyy * Does this product have an authorization key registered and loaded? YES %VMSINSTAL-I-SYSDIR, This product creates system disk directory VMI$ROOT:[SYSTEST.NOTES]. This installation will add the following files: [SYSLIB]NOTES$SHARE.EXE [SYSLIB]NOTES$SECTION.TPU$SECTION [SYSEXE]NOTES$MAIN.EXE SYS$SYSROOT:[SYSTEST.NOTES]NOTES$IVP_CLIENT.COM [SYSHLP]NOTES020.RELEASE_NOTES [SYSHLP]NOTES_SHORTGUIDE.MEM [SYSHLP]NOTES$HELP.HLB [SYSHLP]NOTES$DWHELP.HLB [SYSLIB]NOTES$DWSHARE.EXE [SYSLIB]NOTES$DWNOTES.UID [SYSLIB]NOTES$DEFAULTS.DAT SYS$STARTUP:NOTES$STARTUP.COM You must edit your system startup procedure to invoke SYS$STARTUP:NOTES$STARTUP.COM before you start your network for proper VAX NOTES operation. %VMSINSTAL-I-MOVEFILES, Files will now be moved to their target directories... Beginning the VAX Notes Client-only Installation Verification Procedure. Testing SHOW, HELP, and EXIT. VAX Notes Computer Conferencing Enter the command HELP for help VAX Notes Version V02.0 yyyy-mm-dd hh:mm Command_Summary VAX Notes Installation Guide 27 If you are new to VAX Notes, type New_User for examples of how to use Getting Started commands, type Terms_and_Concepts for an explanation of your Notebook and other VAX Notes terms and concepts, or type a question mark (?) for a list of all VAX Notes commands. Getting Started Commands: ADD ENTRY CLOSE DIRECTORY EXIT EXTRACT HELP NOTES (DCL command) OPEN PRINT READ REPLY (or ANSWER) WRITE The following topics have information on more advanced VAX Notes commands: Choosing_an_Editor Information_Commands Keypad Keyword_Commands Logical_Names Moderator_Commands Notebook_Commands Other_Utilities Reading_Notes Software_Licenses Specifying_Notes Subprocess_Commands The VAX Notes Client-only Installation Verification Procedure completed. Installation of NOTES V2.0 completed at hh:mm VMSINSTAL procedure done at hh:mm $ LOGOUT SYSTEM logged out at dd-mmm-yyyy hh:mm:ss.ss 28 VAX Notes Installation Guide