CONTENTS Title Page Copyright Page Preface Part I 1 The Installation and Upgrade Procedures 1.1 What Happens During an Installation 1.2 What Happens During an Upgrade Part II 2 Before Installing VMS 2.1 Pre-Installation Checklist 2.2 The Distribution Media and the System Disk 2.3 Local Drives 2.4 HSC Drives 2.5 Preparing for a VMS Installation 2.5.1 Preparing for a VAXcluster Environment 2.5.2 Preparing Disk and Tape Drives 2.6 Information You Need During the Installation 3 Installing the VMS Operating System and DECwindows Software 3.1 Cautions and Restrictions 3.2 Booting Standalone BACKUP 3.3 Creating the System Disk 3.4 Installing VMS DECwindows Software 3.5 Joining a VAXcluster 3.6 Setting Passwords 3.7 Applying the Mandatory Update 3.8 Registering Licenses 3.9 Running AUTOGEN 4 After Installing VMS 4.1 Post-Installation Checklist 4.2 Registering Your Licenses 4.3 Backing Up Your System Disk 4.4 Customizing the System 4.5 Configuring and Starting DECnet-VAX 4.6 Customizing or Disabling DECdtm Services 4.7 Testing the System 4.8 Decompressing the System Libraries 4.9 Setting Up the System Messages Help Library 4.10 Removing Unwanted Files 4.11 Customizing DECwindows 4.12 Backing Up the Customized System Disk 4.13 Running AUTOGEN Part III 5 Overview of the Upgrade Procedure 5.1 What Happens During an Upgrade 5.2 Cautions and Restrictions 5.3 Items You Need for the Upgrade 6 Before You Do an Upgrade 6.1 Pre-Upgrade Checklist 6.2 Understanding Version 5.4 of the VMS Operating System 6.3 Checking AUTOGEN Feedback Data 6.4 Backup Tasks 6.5 Preparing the System Disk 6.6 Preparing the System 6.7 Information You Need During the Upgrade 7 Upgrading a VAXcluster Environment 7.1 Performing a Concurrent Upgrade 7.2 Rolling Upgrade Overview 7.2.1 Performing a Rolling Upgrade 7.2.1.1 Special Steps Required for Version 5.3 Systems 7.2.1.2 Rolling Upgrade Instructions 8 Standalone Upgrade 8.1 Preparing to Boot from [SYSF] 8.2 Configuring Devices 8.3 Beginning the Upgrade Procedure 8.4 Upgrade Phase 1 8.5 Upgrade Phase 2 8.6 Upgrade Phase 3 8.7 Upgrade Phase 4 8.8 Upgrade Phase 5 8.9 Upgrade Phase 6 9 After You Do an Upgrade 9.1 Post-Upgrade Checklist 9.2 Replacing SYSUAF.DAT 9.3 Examining AGEN$PARAMS.REPORT 9.4 Checking the Size of System Files 9.5 Examining Your Command Procedures 9.6 Customizing or Disabling DECdtm Services 9.7 Changing MODPARAMS.DAT 9.8 Updating Your DECnet-VAX Configuration 9.8.1 Running NETCONFIG_UPDATE.COM 9.8.2 Running UPDATE_CLUSTER_MEMBERS.COM 9.9 Updating Your Console Media 9.9.1 VAX 8530, 8550, 8810 (8700), 8820-N (8800) 9.9.2 VAX 11/730, 750, 780, 785 and VAX 8200, 8250, 8300, 8350, 8600, 8650 9.9.3 VAX 9000 9.10 Decompressing the System Libraries 9.11 Setting Up the System Messages Help Library 9.12 Testing the System with UETP 9.13 Increasing Free Space on the System Disk 9.13.1 Using VMSTAILOR and DECW$TAILOR 9.13.2 Purging System Files 9.14 Customizing VMS DECwindows Software 9.15 Backing Up the System Disk 9.16 Running AUTOGEN Part IV 10 Running UETP 10.1 Summary of UETP Operating Instructions 10.2 Logging In 10.2.1 SYSTEST Directories 10.3 Setting Up for UETP 10.3.1 The System Disk 10.3.2 Additional Disks 10.3.3 Magnetic Tape Drives 10.3.4 Tape Cartridge Drives 10.3.4.1 TLZ04 Tape Drives 10.3.5 Compact Disc Drives 10.3.6 Optical Disk Drives 10.3.7 Terminals and Line Printers 10.3.8 Ethernet Adapters 10.3.9 The DR11-W 10.3.10 The DRV11-WA 10.3.11 The DR750 or DR780 10.3.12 The MA780 10.3.13 A Second LPA11-K 10.3.14 Devices Not Tested 10.3.15 VAXcluster Testing 10.3.16 A Small-Disk System 10.3.17 DECnet-VAX 10.4 Preparing Vector Processors and the VAX Vector Instruction Emulation Facility (VVIEF) 10.5 Starting UETP 10.5.1 Running a Subset of Phases 10.5.2 Single Run Versus Multiple Passes 10.5.3 Defining User Load for Load Test 10.5.4 Report Formats 10.5.5 Termination of UETP 10.5.5.1 Using CTRL/Y 10.5.5.2 Using CTRL/C 10.6 Troubleshooting 10.6.1 Relationship of UETP to Error Logging and Diagnostics 10.6.2 Interpreting UETP Output 10.6.2.1 Defining a Remote Node for UETP Ethernet Testing 10.6.3 Log Files 10.6.4 Possible UETP Errors 10.6.4.1 Wrong Quotas, Privileges, or Account 10.6.4.2 UETINIT01 Failure 10.6.4.3 Device Allocated or in Use by Another Application 10.6.4.4 Insufficient Disk Space 10.6.4.5 Incorrect Setup of a VAXcluster 10.6.4.6 Problems During the Load Test 10.6.4.7 DECnet-VAX Error 10.6.4.8 Errors Logged but Not Displayed 10.6.4.9 No PCB or Swap Slots 10.6.4.10 Hangs 10.6.4.11 Lack of Default Access for the FAL Object 10.6.4.12 Bugchecks and Machine Checks 10.7 UETP Tests and Phases 10.7.1 Initialization Phase 10.7.2 Device Test Phase 10.7.2.1 How the Device Phase Works 10.7.2.2 Running a Single Device Test 10.7.3 System Load Test Phase 10.7.4 DECnet-VAX Test Phase 10.7.4.1 Environment 10.7.4.2 How the DECnet-VAX Phase Works 10.7.5 Cluster-Integration Test Phase 11 Customizing VMS DECwindows Software 11.1 Controlling Startup of VMS DECwindows Software 11.1.1 After an Installation 11.1.2 After an Upgrade 11.1.3 VMS DECwindows Logical Names Created At Startup 11.2 Customizing the Server Startup 11.3 Using TCP/IP with DECwindows 11.4 Using Customer-Written Transports with DECwindows 11.5 Using the Example Transport 11.6 Defining Print Formats 11.7 Compiling Ada Source Files 12 Using VMSTAILOR and DECW$TAILOR 12.1 Using VMSTAILOR 12.1.1 Removing VMS Files 12.1.2 Adding VMS Files 12.2 Using DECW$TAILOR 12.2.1 Removing DECwindows Files 12.2.2 Adding DECwindows Files A Booting from [SYSF] During an Upgrade A.1 MicroVAX and VAXstation Computers A.2 VAX 8530, 8550, 8810 (8700), 8820-N (8800), 8820, 8830, and 8840 A.3 VAX 11/750, VAX 8200, 8250, 8300, and 8350 A.4 VAX 11/730, VAX 11/780, VAX 11/785, VAX 8600, and VAX 8650 A.5 VAX 6000 Series A.6 VAX 9000 Series B Files in the VMS Library and Optional Save Sets C DECwindows Software Components Table D Layered Products Caution Glossary boot or bootstrap . . . local drive media . . . VAXcluster environment VMS User Environment Test Package (UETP) . . . VMSTAILOR EXAMPLES 12-1 Sample VMSTAILOR Session 12-2 Sample DECW$TAILOR Session FIGURES 1-1 Documentation Used to Perform a VMS Installation 1-2 Documentation Used to Perform a VMS Upgrade TABLES 3-1 Installation Questions for CI-Only VAXclusters 3-2 Installation Questions for Local Area and Mixed-Interconnect VAXclusters 10-1 Device Tests 11-1 DECW$LOGICAL_NAMES 11-2 DECwindows Keymap 11-3 DECW$SERVER(n)_TABLE 11-4 Print Dialog Box Logical Names 12-1 Classes of VMS Files That Can Be Added or Removed with VMSTAILOR 12-2 Classes of VMS Files That Can Be Added or Removed with DECW$TAILOR C-1 DECwindows Software Components D-1 Layered Products Currently Available for VMS Version 5.4