Appendix A. Install and Configure Convenience Package for OS/2 Warp Server for e-business

This appendix details the steps needed to install your domain controller and additional server with Convenience Package for OS/2 Warp Server for e-business for testing with the OS/2 PCM Compatibility Testkit Version 4.91.

Setting Up the Domain Controller

Setting up the domain controller consists of:

Load the domain controller with Convenience Package for OS/2 Warp Server for e-business.

The following steps walk through the installation of the operating system on the system destined to be the domain controller.

  1. If there are any files on the hard drive of the system that you want to keep, make a copy of them now. This procedure will delete all files on the hard drive.

  2. Shut down or power off all four systems in your test environment (the domain controller you are about to load, the additional server, and both client systems). Make sure the additional server and both clients remain shut down or powered off while you load the domain controller.

  3. Insert the OS/2 Installation diskette in the a: drive.

  4. Power on or restart the system.

  5. When prompted for the OS/2 Diskette 1, insert the diskette and the OS/2 CD, and press Enter.

  6. When prompted for the OS/2 Diskette 2, insert the diskette and press Enter.

  7. At the Welcome screen, press Enter to start loading from the CD.

  8. If the Welcome screen is not displayed, see "Resolving Problems during Installations".

  9. The OS/2 Warp Server for e-business Installation is displayed, press Enter.

  10. If there are no volumes or partitions defined:

  11. A Modifying Volumes Warning is displayed indicating all data on the volumes will be lost. Be sure there is nothing left on the drive(s) that might still be needed, and then press Enter to start the Logical Volume Managment Tool (LVM).

  12. If the message A volume of the following minimum size must be set installable: 120megabytes is displayed, press Enter.

  13. If needed, press F3 to exit the installation and back up any necessary data.

    Note:

    If the system has both IDE and SCSI/RAID disks, and the IDE disk is in the boot sequence before the SCSI/RAID, then install OS/2 Boot manager and create the SADUMP partition on the IDE disk. The OS/2 boot partition, and at least one of the JFS partitions should be created on the SCSI/RAID disks.

    Note:

    If the system has more than 1 disk of a particular type, then define JFS logical partitions on at least 2 disks that can be used for testing the LVM function of having JFS volumes span physical disks. However, if the system has only 1 disk drive, then 2 partitions can be defined on the drive for testing LVM volume spanning.

    Note:

    If you know the system bios supports booting from a partition that begins or extends beyond 8.3GB (cylinder 1024) on large drives, then create a partition on the disk beyond the 8.3GB range for the OS/2 bootable volume. You can create a filler partition to take up the free space not allocated or required for PCM testing.

    Note:

    When using LVM to modify partitions and volumes, you must first delete the volumes and partitions and then re-create them.

  14. The Logical Volume Management Tool - Logical View screen is displayed. Setup the disk partitions and volumes as follows:

    1. Install OS/2 Boot Manager

    2. Press F5 to change to the physical view.

    3. Define Physical Partition for OS/2:

    4. Define Physical Partition for PCMTEST:

    5. Define Physical Partition for SADUMP:

    6. Define Physical Partition for JFS:

    7. Press F5 to change to the Logical Volume Management Tool - Logical View.

    8. Define OS/2 Boot Volume:

    9. Add OS/2 Boot Volume to Boot Manager:

    10. Define PCMTEST volume:

    11. Define SADUMP volume:

    12. Define JFS (Journaled File System) volume:

    13. The rest of the disks can be left as free space for now.

    14. Press F3 to exit.

    15. Highlight Save the changes and exit, and press Enter.

  15. If disk partitions were modified, follow the instructions to reboot the system using the new disk partitions. Use the same installation diskettes as before.

  16. Select 2. Format the Partition on the Formatting the Installation Partition screen.

  17. Note:

    When disk partitions have been modified, the boot partition will be unformatted and this screen will not be presented.

  18. The Formatting the Installation Volume screen is presented. Select option 1. Perform a long format, and press Enter.

  19. On the Select the File System screen, highlight option 1. High Performance File System, and press Enter.

  20. Note:

    There are test cases that require HPFS in order to use file names greater than eight characters long.

    Note:

    If the boot volume is currently formatted, a warning screen is displayed indicating that the hard disk might contain data. Press Enter to continue with formatting.

The system starts copying data from the CD to the system's hard disk. A progress bar displays the status of this activity.

  1. When loading is complete, an all blue screen is displayed requesting you to remove the diskette from the a: drive, and press Enter to reboot the system.

When the system boots this time, it is booting from the hard drive. The system automatically opens the System Configuration screen. The following steps identify how the system should be configured.

  1. On the System Configuration screen, click on Next.

  2. The System Configuration(cont.) screen is presented. Click on Next.

  3. The Country Information screen is presented, choose the United States, and select codepage (437,850) and click on OK

  4. The Select System Default Printer screen is displayed.

  5. Select Do not install default printer and click on OK.

  6. If your system recognizes a sound card, it opens the Multimedia Device Settings screen. Click on Selections to verify the adapter settings, and then click on OK.

  7. In the Primary Display Driver Install screen, the video driver is already selected. Click on OK to accept the default.

  8. The OS/2 Warp Server for e-business Setup and Installation screen is presented. Accept the defaults and click on Next.

  9. The Installing IBM OS/2 Warp Server for e-business screen is displayed. Click on Next.

  10. The Information screen is displayed, DO NOT ADD ANY INFORMATION ON THIS SCREEN, click on Next.

  11. On the Select the services to install screen, check the following items:

  12. Click on Next. The Configuration screen is displayed.

The next set of steps configure the characteristics of the domain controller. The test cases depend on this information. If you do not follow these instructions exactly, test cases might fail. On the left side of the screen is a list of the components to configure.

  1. OS/2 Warp Server for e-business - explains the color codes of the check marks and needs no input.

  2. Click on File and Print Sharing Services - do the following:

  3. Click on Network Adapters for File and Print Sharing - this will have been filled out already if OS/2 was able to detect the network adapter card installed in the system. If no information is displayed, or the wrong adapter is listed, then the installed network adapter needs to be identified to OS/2. Follow the instructions in step 41 to identify the network adapter and load the driver, then return to this step and continue.

  4. Click on Autostart - in addition to the items already selected, also select the following:

  5. Click on User ID and Password - enter USERID for the user ID and PASSWORD for the password.

  6. Click on TCP/IP Services - enter the following information:

  7. TCP/IP address

    10.3.227.78

    Subnet Mask

    255.255.254.0

    Router

    10.3.226.1

    Host Name

    it01d01

    TCP/IP Domain Name

    test.company.com

    Name Server

    10.3.199.2

    You must use the TCP/IP addresses shown. If other addresses are used, the test cases that rely on the TCP/IP addresses will fail.

    If the network being used is not isolated from other LAN segments the TCP/IP information here will not be valid with the existing network. This is why it is important to isolate this test environment if at all possible.

  8. Click on Netscape Communicator, accept the defaults.

  9. Click on Tivoli Management Agent, accept the defaults.

  10. Click on PSnS Backup and Recovery - accept the defaults.

  11. Click on Advanced Print Services - accept the defaults Note: On OS/2 Warp Server for e-business systems only.

  12. Click on Books - accept the defaults.

  13. Click on Error Logging Services - enter the following information:

  14. Route Alerts to:

    IBM LAN Network Manager

    Workstation ID:

    IT01D01

  15. Click on Network Adapters and Protocol Services

  16. If OS/2 detected an adapter card in the system, the Configuration panel is displayed with the adapter selected. Set the address on the network card to 4000AC010001 using the following steps: (Ref #1.)

    1. Click on Settings. The Parameters for adapter_name Adapter panel is displayed.

    2. Select Node Address/Network adapter address and click on CHANGE. The Change Configuration panel is displayed.

    3. Note:

      Not all adapter cards allow you to define the network address for the LAN adapter. Having a defined network address makes the isolation of problems easier. If your adapter does not let you change the network address, skip this step.

    4. Enter the following value for the node address: 4000AC010001

    5. Click on OK. The Parameters for adapter_name Adapter panel is displayed.

    6. Click on OK. The Configuration panel is displayed.

All of the items should be selected with colored check marks indicating all the parameters have been provided to finish the installation of the domain controller.

  1. Click on Install. A Configuration pop-up panel is displayed asking if it is OK to start the installation.

  2. Click on OK The system begins the installation. A progress bar is displayed as the installation progresses. Load time is less than one hour. The system will reboot automatically when the installation is complete.

  3. If the Monitor Configuration/Selection Utility panel is displayed, accept the defaults for monitor type and click on OK.

  4. If the Select Display Resolution panel is displayed, click on OK to accept the default selection.

After the installation completes, the system automatically reboots and an OS/2 Warp Server for e-business registration screen is displayed. Click on Exit to close the registration screen.

Installing Netfinity V5.2xx from CDROM (Optional)

With OS/2 Warp Server for e-business, the Netfinity product is shipped on a separate CDROM. The Netfinity replaces previous versions of systems management that shipped on OS/2 Warp Server CDROMS, and needs to be installed on the domain controller and additional server following OS/2 installation.

The following steps outline installation and setup of Netfinity 5.2xx on the Domain Controller:

  1. Insert the Netfinity CDROM in the CD drive.

  2. Open an OS/2 Window session.

  3. Change to G: (G: will be the CDROM drive if only the partitions needed for testing have been setup according to documentation.)

  4. Change to G:\OS2\SERVICES

  5. Type Install and press Enter.

  6. The Netfinity Install screen is displayed, accept the defaults and click on OK

  7. On the pop-up that says C:\NETFIN does not exist and will be created, click on OK.

  8. Highlight Active Client Operation.

  9. Turn on all check boxes under Optional services, and click on Install

  10. When copying from the CDROM is finished, the Network Driver Configuration screen is displayed.

  11. Enter IT01D01 as the System Name.

  12. Highlight NetBIOS <disabled>, and click on Driver Enabled.

  13. Enter AC010001 as the Network Address.

  14. Highlight TCP/IP <disabled>, and click on Driver Enabled.

  15. Enter engineering for System Keyword.

  16. Click on Options button to display Netfinity Options menu.

  17. Turn on check boxes for Service Execution Alerts and Show Support Program, leave the others off, click on OK.

  18. Click on Save button, and on OK button on pop-up panel.

  19. Click on Exit button.

  20. A Change CONFIG.SYS panel will be presented, click on YES to have the installation automatically update config.sys.

  21. A FFST/2 panel will be presented, click on No to not have alerts routed to the Netfinity Manager.

  22. Click on OK on pop-up Netfinity Install Complete!.

Installing the Test Cases on the Domain Controller

IMPORTANT: When loading test cases, load all of the test cases at the same time.

The tests in the PCM Testkit can be installed on any local (non-network) drive, however, the drive partition defined for the base test cases should be used. The d: drive is used for all examples in the documentation. The selected PCM Testkit drive can be reformatted with this process. The config.sys file is modified during PCM Testkit installation, which will require the system to be shut down and rebooted after the test cases are loaded.

This installation installs Base Testcases and Network Testcases depending on machine network role.

  1. Insert the OS/2 PCM Compatibility Testkit Version 4.91 in the CD-ROM drive.

  2. Open an OS/2 window.

  3. Note:

    If the d: drive is unformatted, format it now before continuing with installation of the base testcases. The drive can be formatted as either FAT or HPFS. For example:

    format d: /fs:fat
                

    or

    format d: /fs:hpfs
                
  4. Change to the \setup directory on the CDROM and type pcmsetup.

  5. Wait for the PCM Testing Setup - Main Menu window to open.

  6. On this screen the default selections are:

  7. To change the defaults, select Change Settings to open the PCM Testing Configuration window. On this panel the default selections can be changed for:

  8. Click on ACCEPT to save your changes and return to the main menu. Verify your selections.

  9. Click on Install.

  10. When installation of the test cases has completed, remove the CDROM from the drive, and then shut down and restart the system.

The OS/2 PCM Compatibility Testkit Version 4.91 folder is added to the Desktop.

Setting Up the Additional Server System

Setting up the additional server consists of:

Load the additional server with Convenience Package for OS/2 Warp Server for e-business.

The following steps walk through the installation of the operating system on the system destined to be the additional server.

  1. If there are any files on the hard drive of the system that you want to keep, make a copy of them now. This procedure will delete all files on the hard drive.

  2. Leave the domain controller on. (The additional server is currently shut down or powered off.)

  3. Insert the OS/2 Installation diskette in the a: drive.

  4. Power on or restart the system.

  5. When prompted for the OS/2 Diskette 1, insert the diskette and the OS/2 CD, and press Enter.

  6. When prompted for the OS/2 Diskette 2, insert the diskette and press Enter.

  7. At the Welcome screen, press Enter to start loading from the CD.

  8. If the Welcome screen is not displayed, see "Resolving Problems during Installations".

  9. The screen OS/2 Warp Server for e-business Installation is displayed, press Enter.

  10. If there are no volumes or partitions defined:

  11. A Modifying Volumes Warning is displayed indicating all data on the volumes will be lost. Be sure there is nothing left on the drive(s) that might still be needed, and then press Enter to start the Logical Volume Management Tool (LVM).

  12. If the message A volume of the following minimum size must be set installable: 120megabytes is displayed, press Enter.

  13. If needed, press F3 to exit the installation and back up any necessary data.

    Note:

    If the system has both IDE and SCSI/RAID disks, and the IDE disk is in the boot sequence before the SCSI/RAID, then install OS/2 Boot manager and create the PCMTEST partition on the IDE disk. The OS/2 boot partition, and at least one of the JFS partitions should be created on the SCSI/RAID disks.

    Note:

    If the system has more than 1 disk of a pariticular type, then define JFS logical partitions on at least 2 disks that can be used for testing the LVM function of having JFS volumes span physical disks. However, if the system has only 1 disk drive, then 2 partitions can be defined on the drive for testing LVM volume spanning.

    Note:

    If you know the system bios supports booting from a partition that begins or extends beyond 8.3GB (cylinder 1024) on large drives, then create a partition on the disk beyond the 8.3GB range for the OS/2 bootable volume. You can create a filler partition to take up the free space not allocated or required for PCM testing.

    Note:

    When using LVM to modify partitions and volumes, you must first delete the volumes and partitions and then re-create them.

  14. The Logical Volume Management Tool - Logical View screen is displayed. Setup the disk partitions and volumes as follows:

    1. Install OS/2 Boot Manager

    2. Press F5 to change to the physical view.

    3. Define Physical Partition for OS/2:

    4. Define Physical Partition for PCMTEST:

    5. Define Physical Partition for JFS:

    6. Press F5 to change to the Logical Volume Management Tool - Logical View.

    7. Define OS/2 Boot Volume:

    8. Add OS/2 Boot Volume to Boot Manager:

    9. Define PCMTEST volume:

    10. Define JFS (Journaled File System) volume:

    11. The rest of the disks can be left as free space for now.

    12. Press F3 to exit.

    13. Highlight Save the changes and exit, and press Enter.

  15. If disk partitions were modified, follow the instructions to reboot the system using the new disk partitions. Use the same installation diskettes as before.

  16. Select 2. Format the Partition on the Formatting the Installation Partition screen.

  17. Note:

    When disk partitions have been modified, the boot partition will be unformatted and this screen will not be presented.

  18. The Formatting the Installation Volume screen is presented. Select option 1. Perform a long format, and press Enter.

  19. On the Select the File System screen, highlight option 1. High Performance File System, and press Enter.

  20. Note:

    There are test cases that require HPFS in order to use file names greater than eight characters long.

    Note:

    If the boot volume is currently formatted, a warning screen is displayed indicating that the hard disk might contain data. Press Enter to continue with formatting.

The system starts copying data from the CD to the system's hard disk. A progress bar displays the status of this activity.

  1. When loading is complete, an all blue screen is displayed requesting you to remove the diskette from the a: drive, and press Enter to reboot the system.

  2. When the system boots this time, it is booting from the hard drive. The system automatically opens the System Configuration screen. The following steps identify how the system should be configured.

  3. On the System Configuration screen, click on Next.

  4. The System Configuration(cont.) screen is presented. Click on Next.

  5. The Country Information screen is presented, choose the United States, and select codepage (437,850) and click on OK

  6. The Select System Default Printer screen is displayed.

  7. If your system recognizes a sound card, it opens the Multimedia Device Settings screen. Click on Selections to verify the adapter settings, and then click on OK.

  8. In the Primary Display Driver Install screen, the video driver is already selected. Click on OK to accept the default.

  9. The OS/2 Warp Server for e-business Setup and Installation screen is presented. Accept the defaults and click on Next.

  10. The Installing IBM OS/2 Warp Server for e-business screen is displayed. Click on Next.

  11. The Information screen is displayed, DO NOT ADD ANY INFORMATION ON THIS SCREEN, click on Next.

  12. On the Select the services to install screen, check the following items:

  13. Click on Next. The Configuration screen is displayed.

  14. The next set of steps configure the characteristics of the additional server. The test cases depend on this information. If you do not follow these instructions exactly, test cases might fail. On the left side of the screen is a list of the components to configure.

  15. OS/2 Warp Server for e-business - explains the color codes of the check marks and needs no input.

  16. Click on File and Print Sharing Services - do the following:

  17. Click on Network Adapters for File and Print Sharing - this will have been filled out already if OS/2 was able to detect the network adapter card installed in the system. If no information is displayed, or the wrong adapter is listed, then the installed network adapter needs to be identified to OS/2. Follow the instructions in step 41 on page 78 to identify the network adapter and load the driver, then return to this step and continue.

  18. Click on Autostart - in addition to the items already selected, also select the following:

  19. Click on User ID and Password - enter USERID for the user ID and PASSWORD for the password.

  20. Click on TCP/IP Services - enter the following information:

  21. TCP/IP address

    10.3.227.79

    Subnet Mask

    255.255.254.0

    Router

    10.3.226.1

    Host Name

    it01s01

    TCP/IP Domain Name

    test.company.com

    Name Server

    10.3.199.2

    You must use the TCP/IP addresses shown. If other addresses are used, the test cases that rely on the TCP/IP addresses will fail.

    If the network being used is not isolated from other LAN segments the TCP/IP information here will not be valid with the existing network. This is why it is important to isolate this test environment if at all possible.

  22. Click on Netscape Communicator, accept the defaults.

  23. Click on Tivoli Management Agent, accept the defaults.

  24. Click on PSnS Backup and Recovery - accept the defaults.

  25. Click on Books - accept the defaults.

  26. Click on Error Logging Services - enter the following information:

  27. Route Alerts to:

    IBM LAN Network Manager

    Workstation ID:

    IT01S01

  28. Click on Network Adapters and Protocol Services

  29. If OS/2 detected an adapter card in the system, the Configuration panel is displayed with the adapter selected. Set the address on the network card to 4000AC010101 using the following steps: (Ref #2.)

    1. Click on Settings. The Parameters for adapter_name Adapter panel is displayed.

    2. Select Node Address/Network adapter address and click on CHANGE. The Change Configuration panel is displayed.

    3. Note:

      Not all adapter cards allow you to define the network address for the LAN adapter. Having a defined network address makes the isolation of problems easier. If your adapter does not let you change the network address, skip this step.

    4. Enter the following value for the node address: 4000AC010101

    5. Click on OK. The Parameters for adapter_name Adapter panel is displayed.

    6. Click on OK. The Configuration panel is displayed.

All of the items should be selected with colored check marks indicating all the parameters have been provided to finish the installation of the additional server.

  1. Click on Install. A Configuration pop-up panel is displayed asking if it is OK to start the installation.

  2. Click on OK The system begins the installation. A progress bar is displayed as the installation progresses. Load time is less than one hour. The system will reboot automatically when the installation is complete.

  3. If the Monitor Configuration/Selection Utility panel is displayed, accept the defaults for monitor type and click on OK.

  4. If the Select Display Resolution panel is displayed, click on OK to accept the default selection.

After the installation completes, the system automatically reboots and an OS/2 Warp Server for e-business registration screen is displayed. Click on Exit to close the registration screen.

Installing Netfinity V5.2xx from CDROM (Optional)

With OS/2 Warp Server for e-business and Convenience Package for OS/2 Warp Server for e-business, the Netfinity product is shipped on a separate CDROM. The Netfinity replaces previous versions of systems management that shipped on OS/2 Warp Server CDROMS, and needs to be installed on the domain controller and additional server following OS/2 installation.

The following steps outline installation and setup of Netfinity 5.2xx on the Additional Server:

  1. Insert the Netfinity CDROM in the CD drive.

  2. Open an OS/2 Window session.

  3. Change to F: (F: will be the CDROM drive if only the partitions needed for testing have been setup according to documentation.)

  4. Change to F:\OS2\MANAGER

  5. Type Install and press Enter.

  6. The Netfinity Install screen is displayed, accept the defaults and click on OK

  7. On the pop-up that says C:\NETFIN does not exist and will be created, click on OK.

  8. Turn on all check boxes under Optional services, and click on Install

  9. When copying from the CDROM is finished, the Network Driver Configuration screen is displayed.

  10. Enter IT01S01 as the System Name.

  11. Highlight NetBIOS <disabled>, and click on Driver Enabled.

  12. Enter AC010101 as the Network Address.

  13. Highlight NetBIOS [alternate adapter], and click on Driver Enabled.

  14. Enter AC010101 as the Network Address.

  15. Highlight TCP/IP <disabled>, and click on Driver Enabled.

  16. Enter engineering for System Keyword.

  17. Click on Options button to display Netfinity Options menu.

  18. Turn on check boxes for Service Execution Alerts and Show Support Program, leave the others off, click on OK.

  19. Click on Save button, and on OK button on pop-up panel.

  20. Click on Exit button.

  21. A Change CONFIG.SYS panel will be presented, click on YES to have the installation automatically update config.sys.

  22. A FFST/2 panel will be presented, click on No to not have alerts routed to the Netfinity Manager.

  23. Click on OK on pop-up Netfinity Install Complete!.

Installing the Test Cases on the Additional Server

IMPORTANT: When loading test cases, load all of the test cases at the same time.

The tests in the PCM Testkit can be installed on any local (non-network) drive, however, the drive partition defined for the base test cases should be used. The d: drive is used for all examples in the documentation. The selected PCM Testkit drive can be reformatted with this process. The config.sys file is modified during PCM Testkit installation, which will require the system to be shut down and rebooted after the test cases are loaded.

This setup installs Base Testcases and Network Testcases depending on machine network role.

  1. Insert the OS/2 PCM Compatibility Testkit Version 4.91 in the CD-ROM drive.

  2. Open an OS/2 window.

  3. Note:

    If the d: drive is unformatted, format it now before continuing with installation of the base testcases. The drive can be formatted as either FAT or HPFS. For example:

    format d: /fs:fat
                

    or

    format d: /fs:hpfs
                
  4. Change to the \setup directory on the CDROM and type pcmsetup.

  5. Wait for the PCM Testing Setup - Main Menu window to open.

  6. On this screen the default selections are:

  7. To change the defaults, select Change Settings to open the PCM Testing Configuration window. On this panel the default selections can be changed for:

  8. Click on ACCEPT to save your changes and return to the main menu. Verify your selections.

  9. Click on Install.

  10. When installation of the test cases has completed, remove the CDROM from the drive, and then shut down and restart the system.

The OS/2 PCM Compatibility Testkit Version 4.91 folder is added to the Desktop.