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Chapter 5 Gathering Information Before Installation
or Upgrade (Planning)
This chapter contains checklists to help you gather all of the information
that you need to install or upgrade your system.
Checklist for Installation
Use the following checklist
to gather the information that you need to install the Solaris OS. You do
not need to gather all of the information that is requested on the worksheet.
You need to collect only the information that applies to your system.
Table 5–1 Installation Checklist
|
Information for Installation
|
Description or Example
|
Answer — Defaults are noted with an asterisk (*)
|
|
Network connection
|
Is the system connected to a network?
|
Networked/Nonnetworked
|
|
Network security
|
Starting with the Solaris
Express 7/06 release, the generic installation has been changed
so that all network services except Secure Shell are disabled or restricted
to respond to local requests only. Individual services can be enables after
installation. For further information, see Planning Network Security.
|
Restricted/Open network security
|
|
DHCP
|
Can the system use Dynamic Host Configuration Protocol (DHCP) to configure
its network interfaces?
DHCP provides the network parameters that are necessary for installation.
|
Yes/No*
|
|
If you are not using DHCP, note the network address.
|
IP Address
|
If you are not using DHCP, supply the IP address for the system.
Example: 172.31.255.255
To find this information on a running system, type the following command.
# ypmatch host-name hosts
|
|
|
|
Subnet
|
If you are not using DHCP, is the system part of a subnet?
If yes, what is the netmask of the subnet?
Example: 255.255.255.0
To find this information on a running system, type the following command.
|
|
|
IPv6
|
Do you want to enable IPv6 on this machine?
IPv6 is a part of the TCP/IP Internet protocol that facilitates IP addressing
by adding better security and increasing Internet addresses.
|
Yes/No*
|
|
Host name
|
Host name that you choose for the system.
To find this information on a running system, type the following command.
|
|
|
Kerberos
|
Do you want to configure Kerberos security on this machine?
If yes, gather this information:
|
Yes/No*
|
|
Default Realm:
|
|
|
Administration Server:
|
|
|
First KDC:
|
|
|
(Optional) Additional KDCs:
|
|
|
The Kerberos service is a client-server architecture that provides secure
transactions over networks.
|
|
|
If the system uses a naming service, provide the following information.
|
Naming Service
|
Which naming service should this system use?
To find this information on a running system, type the following command.
A naming service stores information in a central place, which enables
users, machines, and applications to communicate across the network. Examples
of information that is stored are host names and addresses or user names and
passwords.
|
NIS+/NIS/DNS/ LDAP/None
|
|
|
Domain Name
|
Provide the name of the domain in which the system resides.
During installation, you can choose the default NFSv4 domain name. Or,
you can specify a custom NFSv4 domain name.
|
|
|
|
NIS+ and NIS
|
Do you want to specify a name server or let the installation program
find one?
If you want to specify a name server, provide the following information.
|
Specify one/Find one*
|
|
Server's host name:
|
|
-
For NIS clients, type the following command to display the
server's host name.
-
For NIS+ clients, type the following command to display the
server's host name.
|
|
|
Server's IP Address:
|
|
-
For NIS clients, type the following command to display the
server's IP address.
# ypmatch nameserver-name hosts
|
-
For NIS+ clients, type the following command to display the
server's IP address.
# nismatch nameserver-name hosts.org_dir
|
Network Information Service (NIS) makes network administration more
manageable by providing centralized control over a variety of network information,
such as machine names and addresses.
|
|
|
|
DNS
|
Provide IP addresses for the DNS server. You must enter at least one
IP address, but you can enter up to three addresses.
|
|
|
Server's IP Address:
|
|
|
To display the server's IP address, type the following command.
|
|
|
You can enter a list of domains to search when a DNS query is made.
|
|
|
List of domains to be searched:
|
|
|
The domain name system (DNS) is the naming service that the Internet
provides for TCP/IP networks. DNS provides host names to the IP address service.
DNS simplifies communication by using machine names instead of numerical IP
addresses. DNS also serves as a database for mail administration.
|
|
|
|
LDAP
|
Provide the following information about your LDAP profile.
|
|
|
Profile Name:
|
|
|
Profile Server:
|
|
|
If you specify a proxy credential level in your LDAP profile, gather
this information.
|
|
|
Proxy-bind distinguished name:
|
|
|
Proxy-bind password:
|
|
|
Lightweight Directory Access Protocol (LDAP) defines a relatively simple
protocol for updating and searching directories that are running over TCP/IP.
|
|
|
Default route
|
Do you want to specify a default route IP address
or let the Solaris installation program find one?
The default route provides a bridge that forwards traffic between two
physical networks. An IP address is a unique number that identifies each
host on a network.
You have the following choices:
-
You can specify the IP address. An /etc/defaultrouter file
is created with the specified IP address. When the system is rebooted, the
specified IP address becomes the default route.
-
You can let the Solaris installation program detect an IP
address. However, the system must be on a subnet that has a router that
advertises itself by using the ICMP router discovery protocol. If you are
using the command-line interface, the software detects an IP address when
the system is booted.
-
You can choose None if you do not have a router or do not
want the software to detect an IP address at this time. The software automatically
tries to detect an IP address on reboot.
|
Detect one*/Specify one/None
|
|
Time zone
|
How do you want to specify your default time zone?
|
Geographic region*
Offset from GMT
Time zone file
|
|
Root password
|
Provide the root password for the system.
|
|
|
Keyboard
|
This feature is new in the following releases:
-
For SPARC, starting with the Solaris Express
2/07 release
-
For x86, starting with the Solaris Express
2/07 release
If the keyboard is self-identifying, the keyboard language and layout
automatically configures during installation. If the keyboard is not self-identifying,
the sysidkdb tool provides you, during the installation,
a list of supported keyboard layouts during installation, so that you can
select a layout for keyboard configuration.
SPARC: Previously, the USB keyboard
assumed a self-identifying value of 1 during the installation. Therefore,
all of the keyboards that were not self-identifying always configured for
a U.S. English keyboard layout during installation.
For further information, see Preconfiguring With the sysidcfg File in Solaris Express Installation Guide: Network-Based Installations.
|
|
|
Locales
|
For which geographic regions do you want to install support?
Note –
The locale can be preconfigured by NIS or NIS+. For more information,
see sysidcfg File Keywords in Solaris Express Installation Guide: Network-Based Installations.
|
|
|
SPARC: Power Management (only available on SPARC systems that support
Power Management)
|
Do you want to use Power Management?
Note –
If your system has Energy Star version 3 or later, you are not
prompted for this information.
|
Yes*/No
|
|
Automatic reboot or CD/DVD ejection
|
Reboot automatically after software installation?
Eject CD/DVD automatically after software installation?
|
Yes*/No
Yes*/No
|
|
Default or custom installation
|
Do you want to perform a default installation, or customize the installation?
-
Select Default installation to format the entire hard disk
and install a preselected set of software.
-
Select Custom installation to modify the hard disk layout
and select the software that you want to install.
Note –
The text installer does not prompt you to select a Default or
Custom Installation. To perform a default installation, accept the default
values that are provided in the text installer. To perform a custom installation,
edit the values in the text installer screens.
|
Default installation*/Custom installation
|
|
Software group
|
Which Solaris Software Group do you want to install?
|
Entire Plus OEM
Entire*
Developer
End User
Core
Reduced Networking
|
|
Custom package selection
|
Do you want to add or remove software packages from the Solaris Software
Group that you install?
Note –
When you select which packages to add or remove, you need to know
about software dependencies and how Solaris software is packaged.
|
|
|
Select disks
|
On which disks do you want to install the Solaris software?
Example: c0t0d0
|
|
|
x86: fdisk partitioning
|
Do you want to create, delete, or modify a Solaris fdisk partition?
Each disk that is selected for file system layout must have a Solaris fdisk partition.
If your system currently has a Service partition, the Solaris installation
program preserves the Service partition by default. If you do not want to
preserve the Service partition, you must customize the fdisk partitions.
For more information about preserving a Service partition, see Default Boot-Disk Partition Layout Preserves the Service Partition.
|
|
|
Select Disks for fdisk Partition Customization?
|
Yes/No*
|
|
Customize fdisk partitions?
|
Yes/No*
|
|
Preserve Data
|
Do you want to preserve any data that exists on the disks where you
are installing the Solaris software?
|
Yes/No*
|
|
Auto-layout file systems
|
Do you want the installation program to automatically lay out file systems
on your disks?
If yes, which file systems should be used for auto-layout?
Example: /, /opt, /var
If no, you must provide file system configuration information.
Note –
The Solaris installation GUI lays out file systems automatically
by default.
|
Yes*/No
|
|
Mount remote file systems
|
Does this system need to access software on another file system?
If yes, provide the following information about the remote file system.
|
Yes/No*
|
|
Server:
|
|
|
IP Address:
|
|
|
Remote File System:
|
|
|
Local Mount Point:
|
|
|
If you are installing through a tip line, follow
these instructions.
|
Ensure that your window display is at least 80 columns wide and 24 rows
long. For more information, see tip(1).
To
determine the current dimensions of your tip window, use
the stty command. For more information, see the man page, stty(1).
|
|
|
Check your Ethernet connection.
|
If the system is part of a network, verify that an Ethernet connector
or similar network adapter is connected to your system.
|
|
|
Review the planning chapter and other relevant documentation.
|
|
|
Checklist for Upgrading
Use the following checklist to gather the information that you need
to upgrade the Solaris OS. You do not need to gather all of the information
that is requested on the checklist. You only need to collect the information
that applies to your system. If you are performing the upgrade over the network,
the installation program provides the information for you, based on the current
system configuration.
You cannot change basic system identification, such as host name or
IP address. The installation program might prompt you for basic system identification,
but you must enter the original values. If you use the Solaris installation program to upgrade,
the upgrade fails if you attempt to change any of the values.
Table 5–2 Upgrade Checklist
|
Information for Upgrade
|
Description or Example
|
Answer – Defaults are noted with an asterisk (*)
|
|
Network connection
|
Is the system connected to a network?
|
Networked/Nonnetworked
|
|
DHCP
|
Can the system use Dynamic Host Configuration Protocol (DHCP) to configure
its network interfaces?
DHCP provides the network parameters that are necessary for installation.
|
Yes/No*
|
|
If you are not using DHCP, note the network address.
|
IP Address
|
If you are not using DHCP, supply the IP address for the system.
Example: 172.31.255.255
To find this information on a running system, type the following command.
# ypmatch host-name hosts
|
|
|
|
Subnet
|
If you are not using DHCP, is the system part of a subnet?
If yes, what is the netmask of the subnet?
Example: 255.255.255.0
To find this information on a running system, type the following command.
|
|
|
IPv6
|
Do you want to enable IPv6 on this machine?
IPv6 is a part of the TCP/IP Internet protocol that facilitates IP addressing
by adding better security and increasing Internet addresses.
|
Yes/No*
|
|
Host name
|
Host name that you choose for the system.
To find this information on a running system, type the following command.
|
|
|
Kerberos
|
Do you want to configure Kerberos security on this machine?
If yes, gather this information:
|
Yes/No*
|
|
Default Realm:
|
|
|
Administration Server:
|
|
|
First KDC:
|
|
|
(Optional) Additional KDCs:
|
|
|
The Kerberos service is a client-server architecture that provides secure
transactions over networks.
|
|
|
If the system uses a naming service, provide the following information.
|
Naming service
|
Which naming service should this system use?
To find this information on a running system, type the following command.
A naming service stores information in a central place, which enables
users, machines, and applications to communicate across the network. Examples
of information that is stored are host names and addresses or user names and
passwords.
|
NIS+/NIS/DNS/ LDAP/None
|
|
|
Domain name
|
Provide the name of the domain in which the system resides.
During installation, you can choose the default NFSv4 domain name. Or,
you can specify a custom NFSv4 domain name.
|
|
|
|
NIS+ and NIS
|
Do you want to specify a name server or let the installation program
find one?
If you want to specify a name server, provide the following information.
|
Specify one/Find one*
|
|
Server's host name:
|
|
-
For NIS clients, type the following command to display the
server's host name.
-
For NIS+ clients, type the following command to display the
server's host name.
|
|
|
Server's IP Address:
|
|
-
For NIS clients, type the following command to display the
server's IP address.
# ypmatch nameserver-name hosts
|
-
For NIS+ clients, type the following command to display the
server's IP address.
# nismatch nameserver-name
hosts.org_dir
|
Network Information Service (NIS) makes network administration more
manageable by providing centralized control over a variety of network information,
such as machine names and addresses.
|
|
|
|
DNS
|
Provide IP addresses for the DNS server. You must enter at least one
IP address, but you can enter up to three addresses.
|
|
|
Server's IP Address:
|
|
|
To display the server's IP address, type the following command.
|
|
|
You can enter a list of domains to search when a DNS query is made.
|
|
|
List of domains to be searched:
|
|
|
The domain name system (DNS) is the naming service that the Internet
provides for TCP/IP networks. DNS provides host names to the IP address service.
DNS simplifies communication by using machine names instead of numerical IP
addresses. DNS also serves as a database for mail administration.
|
|
|
|
LDAP
|
Provide the following information about your LDAP profile.
|
|
|
Profile Name:
|
|
|
Profile Server:
|
|
|
If you specify a proxy credential level in your LDAP profile, gather
this information.
|
|
|
Proxy-bind distinguished name:
|
|
|
Proxy-bind password:
|
|
|
Lightweight Directory Access Protocol (LDAP) defines a relatively simple
protocol for updating and searching directories that are running over TCP/IP.
|
|
|
Default route
|
Do you want to specify a default route IP address
or let the Solaris installation program find one?
The default route provides a bridge that forwards traffic between two
physical networks. An IP address is a unique number that identifies each
host on a network.
You have the following choices:
-
You can specify the IP address. An /etc/defaultrouter file
is created with the specified IP address. When the system is rebooted, the
specified IP address becomes the default route.
-
You can let the Solaris installation program detect an IP
address. However, the system must be on a subnet that has a router that
advertises itself by using the ICMP router discovery protocol. If you are
using the command-line interface, the software detects an IP address when
the system is booted.
-
You can choose None if you do not have a router or do not
want the software to detect an IP address at this time. The software automatically
tries to detect an IP address on reboot.
|
Detect one*/Specify one/None
|
|
Time zone
|
How do you want to specify your default time zone?
|
Geographic region*
Offset from GMT
Time zone file
|
|
Root password
|
Provide the root password for the system.
|
|
|
Default or custom installation
|
Do you want to perform a default installation, or customize the installation?
-
Select Default installation to format the entire hard disk
and install a preselected set of software.
-
Select Custom installation to modify the hard disk layout
and select the software that you want to install.
Note –
The text installer does not prompt you to select a Default or
Custom Installation. To perform a default installation, accept the default
values that are provided in the text installer. To perform a custom installation,
edit the values in the text installer screens.
|
Default installation*/Custom installation
|
|
Keyboard
|
This feature is new in the following releases:
-
For SPARC, starting with the Solaris Express
2/07 release
-
For x86, starting with the Solaris Express
2/07 release
If the keyboard is self-identifying, the keyboard language and layout
automatically configures during installation. If the keyboard is not self-identifying,
the sysidkdb tool provides you, during the installation,
a list of supported keyboard layouts during installation, so that you can
select a layout for keyboard configuration.
SPARC: Previously, the USB keyboard
assumed a self-identifying value of 1 during the installation. Therefore,
all of the keyboards that were not self-identifying always configured for
a U.S. English keyboard layout during installation.
For further information, see Preconfiguring With the sysidcfg File in Solaris Express Installation Guide: Network-Based Installations.
|
|
|
Locales
|
For which geographic regions do you want to install support?
Note –
The locale can be preconfigured by NIS or NIS+. For more information,
see sysidcfg File Keywords in Solaris Express Installation Guide: Network-Based Installations.
|
|
|
SPARC: Power Management (only available on SPARC systems that support
Power Management)
|
Do you want to use Power Management?
Note –
If your system has Energy Star version 3 or later, you are not
prompted for this information.
|
Yes/No
|
|
Automatic reboot or CD/DVD ejection
|
Reboot automatically after software installation?
Eject CD/DVD automatically after software installation?
|
Yes*/No
Yes*/No
|
|
Disk space reallocation
|
Do you want the installation program to automatically re-layout the
systems on your disks?
If yes, which file system should be used for auto-layout?
Example: /, /opt, /var
If no, you must provide information for the system configuration.
|
Yes/No*
|
|
If you are installing through a tip line, follow
these instructions.
|
Ensure that your window display is at least 80 columns wide and 24 rows
long. For more information, see tip(1).
To
determine the current dimensions of your tip window, use
the stty command. For more information, see the man page, stty(1).
|
|
|
Check your Ethernet connection.
|
If the system is part of a network, verify that an Ethernet connector
or similar network adapter is connected to your system.
|
|
|
Solaris Live Upgrade use
|
|
|
|
Check the system for the existence of Prestoserve software.
|
If you begin the upgrade process by shutting down the system with the init 0 command and you're using Prestoserve software, you might
lose data. Refer to the Prestoserve documentation for shutdown instructions.
|
|
|
Check for patches needed.
|
The most recent patch
list is provided at http://sunsolve.sun.com.
|
|
|
Review the planning chapter and other relevant documentation.
|
|
|
|