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105212 08/30/1996 02:26 PM 04/30/2001 03:38 PM
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What is the procedure for performing replicated installs on SCO OpenServer 5?
Keywords
replicated installation installs upgrade openserver 5.0.0 5.0.2 3.2v5.0.0 clone system identical hardware configurations machines backup master tape backup boot root floppy divvy fdisk badtrk dkinit dparam licenses cola callback registration systemid manager policy pmd brand osr5 mass mit
Release
SCO OpenServer Enterprise System Release 5.0.5, 5.0.6
SCO OpenServer Desktop System Release 5.0.5, 5.0.6
SCO OpenServer Host System Release 5.0.5, 5.0.6
SCO OpenServer Enterprise System Release 5.0.0, 5.0.2, 5.0.4
SCO OpenServer Desktop System Release 5.0.0, 5.0.2, 5.0.4
SCO OpenServer Host System Release 5.0.0, 5.0.2, 5.0.4

Problem
          I have a small number of machines (less than 25) on which I would
          like to install SCO OpenServer Release 5 (Enterprise, Host, or
          Desktop).  These are intended to be replicated installations,
          and I want to create a master tape to perform the operation,
          instead of doing all the installations from scratch.


Solution
          The following describes an acceptable procedure for performing
          replicated installations of SCO OpenServer Enterprise System
          Release 5 on machines with identical hardware configurations,
          using a "master" tape archive created on a "master" system.
          The procedure also applies to the Host and Desktop products.
          For detailed information on performing full system backups,
          performing a fresh or upgrade installation from media (or using
          netisl(ADM)), and various aspects of product licensing and
          callback registration, consult the SCO OpenServer Handbook
          and relevant online documentation, including scohelp(XC)
          documentation, and manual pages on the commands and utilities
          involved in the following procedure.

          It should be noted that the outlined procedure is very similar
          to preparing for, and recovering from, a system crash.  The
          biggest distinction is that, in this particular case, the
          preparation is performed on one system, and the "recovery" is
          done on another.  Accordingly, some steps, performed on a
          _single_ system, are also described in IT/os 2582, "Recover
          OpenServer 5 root filesystem after crash if backups, boot/root
          exist", which explains in full detail how to recover from a
          system crash with a tape backup and a boot/root floppy set, on
          SCO OpenServer Release 5.

          
NOTE:
      Each replicated system's root hard disk will need to
          be initialized using the "mkdev hd" command as discussed
          below.

          
NOTE:
      Each replicated system requires a separate license for
          Enterprise (whose information is contained on a Certificate
          of License and Authenticity).

          (1) Perform a fresh or upgrade installation of SCO OpenServer
              Enterprise System on the master system.  This includes, as
              a necessary step, entering in the master system's Enterprise
              license information from the corresponding Certificate of
              License and Authenticity.

          (2) Configure the tape drive for the master system (same drive
              as on the to-be-installed machines), and create a boot/root
              floppy set.  Test the boot/root floppy set to make sure the
              kernel loads and recognizes all essential devices, the hard
              disk root filesystem can be mounted, and the tape drive can
              back up and restore files onto the disk.

          (3) Bring the system into System Maintenance mode.

          (4) Run divvy(ADM) with the -P and -N options. Write down the
              type of filesystem and the beginning and ending locations
              of each divvy division.

          The syntax and sample output of this divvy command are:

              # divvy -P -N
              0              0          14999   boot     EAFS
              1          15000          39574   swap     NON FS
              2          39575         346775   root     HTFS
              3         346776        1022965   u        HTFS
              6        1022966        1022975   recover  NON FS
              7              0        1023983   hd0a     WHOLE DISK

          (5) If you have other fdisk divisions, run fdisk -p and write down
              the beginning and ending locations of each fdisk partition.
              Be sure to note which partition is currently active.

          The syntax and sample output of this fdisk command are:

              # fdisk -p
              1 1 63999 63999 UNIX Active

          (6) Run the "dparam /dev/rdsk/0s0" command and write down the
              hard disk parameters for your hard disk.

          Syntax and sample output of this command are:

              # dparam /dev/rdsk/0s0
              510 64 0 0 0 0 0 32

          (7) Perform the following steps:

              cd /usr/lib/netls/conf

              cp nodelock nodelock.good

          (8) Using your favorite text editor, open the "nodelock"
              file and remove all lines except the first, which ends
              with the string "unused".  Save these changes and exit
              the text editor.

          (9) Make separate relative cpio backups of all filesystems
              on the root drive.

          If this is a fresh install, you will have at least a /stand
          and / (root) filesystem to back up.  You may also have a /u
          filesystem as well (refer to the divvy -P -N output captured
          above).

          If this is an in-place upgrade from an earlier SCO release,
          there will be no /stand filesystem.  A /u filesystem may still
          exist.

          Use the scoadmin Backup Manager to create unscheduled backups of
          all of the filesystems on the root drive -- this is a preferred
          method of performing the backups as it will identify all of
          the filesystems you need to back up, as well as allowing you
          to archive defaults for blocking factor (cpio's -C option),
          volume size (-K option), and tape device.

          You may also run backups from the command line as in earlier
          releases.

          (10) After verifying the backups, perform the following steps:

               cd /usr/lib/netls/conf

               cp nodelock.good nodelock

          (11) Work on the master system is now completed.  Bring
               the master tape(s) and boot/root floppy set to the
               site of the to-be-installed system, along with the
               logged information from the divvy(ADM) and fdisk(ADM)
               commands above.

          (12) Boot the new system using the boot/root floppy set.

          (13) At the # prompt, run the command "mkdev hd".

          dkinit(ADM) will be run if the drive is non-SCSI. You should
          verify/set the drive parameters according to the logged dparam
          output in step (6) above.

          fdisk(ADM) will be run and you should partition the drive as
          logged in step (5) above.

          badtrk(ADM) will be run next.  You may choose quick or thorough
          and destructive or non-destructive scans.  For both IDE and SCSI
          drives, scanning the disk at this point is generally not necessary;
          however, performing a scan may be beneficial for some drives having
          flaws which were not successfully remapped during factory formatting.

          
NOTE:
      If you choose a destructive scan, you may need to replace the
          drive's boot sectors.  Please consult Technical Article 104767, "Recover OpenServer 5
          root filesystem after crash if backups, boot/root exist.", and
          follow the procedure in part III of that article for this purpose.

          divvy(ADM) will be called to allow you to sub-divide the active
          partition into filesystem divisions.

          You will be prompted to supply sizes for the /stand and /
          filesystems, specify a swap space allocation, and asked if
          you wish to create a /u filesystem.

          You should give sizes that match the output from the divvy -P -N
          command run during step (4) above.

          (14) After installing the division table, restore the filesystems,
               by mounting each filesystem, one by one, and using the
               appropriate cpio command to perform the restore operation.

          (15) The new system should now be bootable, although because of
               steps (7) and (8), it is not licensed.  Shut the system down,
               remove the root floppy, and reboot.

          (16) Bring the system into System Maintenance mode.  The message
               "No user licenses were found..." will have appeared, indicating
               that the system is not properly licensed.

          (17) Now using the new license information (Certificate of
               License and Authenticity) for the new system, apply the
               Enterprise license with the brand(ADM) command:

               brand -g -a "<license data>" <license no.> <license 
code>

          Note that the license data string is always enclosed in
          double quotes and follows the "-a" option with a single space
          in between.

          (18) Reboot the machine.  The system should come up normally.
               Callback registration for this system can be performed
               from the license manager.  Note that the file
               "nodelock.good" in /usr/lib/netls/conf contains license
               information for the master system.  If for any reason
               the licensing operation in step (17) above fails, the master
               system license can be substituted by performing step (9)
               above, but this time on the new system.  This can be used
               as a temporary license configuration until the problem is
               resolved.  Whenever such a temporary change is made, reboot
               the machine to verify and activate the changes.

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