Performing the Upgrade

The following sections describe how to upgrade from the operating system media.

Upgrading the System Using Option 1 of the Operating System Menu

A few seconds after you boot the operating system CD (OpenVMS Alpha) or DVD (OpenVMS Integrity servers OE DVD), several informational messages followed by the OpenVMS banner appear. After that, other informational messages appear, followed eventually by the operating system main menu. The duration of messages depend on the system type and attached hardware. To upgrade the OpenVMS operating system, choose option (1) on the menu, as in the following example:


       .
       .
       .
  ****************************************************************

  You can install or upgrade the OpenVMS I64 operating system
  or you can install or upgrade layered products that are included
  on the OpenVMS I64 distribution media (CD/DVD).

  You can also execute DCL commands and procedures to perform
  "standalone" tasks, such as backing up the system disk.
    
  Please choose one of the following:

  1)  Upgrade, install or reconfigure OpenVMS I64 Version 8.4
  2)  Display layered products that this procedure can install
  3)  Install or upgrade layered products
  4)  Show installed products
  5)  Reconfigure installed products
  6)  Remove installed products
  7)  Find, Install or Undo patches; Show or Delete recovery data
  8)  Execute DCL commands and procedures
  9)  Shut down this system      
    
Enter CHOICE or ? for help: (1/2/3/4/5/6/7/8/9/?) 1

Selecting INITIALIZE or PRESERVE

The procedure displays the following information and prompts:

  ***********************************************************

  This procedure will ask a series of questions.

       () - encloses acceptable answers
       [] - encloses default answers

  Type your response and press the <Return>key.  Type:

       ? - to repeat an explanation
       ^ - to change prior input (not always possible)
       Ctrl/Y - to exit the installation procedure

  There are two choices for installation/upgrade:

  Initialize - removes all software and data files that were
      previously on the target disk and installs OpenVMS I64.

  Preserve -- installs or upgrades OpenVMS I64 on the target disk
      and retains all other contents of the target disk.

  * NOTE: You cannot use preserve to install OpenVMS I64 on a disk on
       which any other operating system is installed. This includes
       implementations of OpenVMS for other architectures.

Do you want to INITIALIZE or to PRESERVE? [PRESERVE]) 

For an upgrade, press Enter (or Return) to accept the default (PRESERVE).

Specifying the Target Disk

Next the procedure asks for the name of the target disk. If you enter a question mark (?), the system displays a list of devices on your system. Select the appropriate disk and respond to the prompt. For example:

  You must enter the device name for the target disk on which
  OpenVMS I64 will be installed.

Enter device name for target disk: [DKB300] (? for choices)  DKB400

If you select a device that is not available or that cannot be used for some other reason, the system displays information indicating why the device cannot be used. For example, if you enter MKA500, a tape device, a message similar to the following is displayed:

MKA500 is not a disk device

CAUTION: If the selected target disk includes .EXE or .COM files installed by a previous upgrade or installation in one or more system-specific root directories in SYS$COMMON, the upgrade procedure tells you that when you boot from a root that contains any of these files, they are used instead of the files provided by the newer version of OpenVMS. This can make the upgraded system unbootable or cause errors after booting. Unless an HP representative has advised you to keep one or more of these files where they are, you must delete, rename, or move these files from the system-specific root directory. The procedure lists the names and locations of these files. Record these if you are not using a hardcopy terminal. The procedure gives you the option of terminating the upgrade so that you can do what is necessary for these files: select option 8 (“Execute DCL commands and procedures”) on the OpenVMS main menu and enter the appropriate DCL commands.


Selecting Reinstallation and Reconfiguration Options

If you are using the OpenVMS Version 8.4 operating system media and you selected a target disk that already has Version 8.4 installed, you are presented with several configuration options. A sample display follows. See also the example in Section .

  Version 8.4 of the OpenVMS operating system is already installed 
  on DKB400:.

  Please choose one of the following:

     1)  Reconfigure the OpenVMS platform.
     2)  Reconfigure the OpenVMS operating system.
     3)  Reinstall the OpenVMS operating system.
     4)  Return to the Main Menu (abort the upgrade/installation).

     Enter a "?" for more information.

If you enter a question mark (?), the following information is displayed:

o Reconfigure the OpenVMS platform.

  This action will allow you to change your selections of which  
  products you installed along with the OpenVMS operating system
  installation.

  This will NOT change any options in the OpenVMS operating system,
  nor will it reinstall any operating system files.

o Reconfigure the OpenVMS operating system.

  This action will allow you to change your choices about which
  options you included for the OpenVMS operating system.

  This will NOT change any options for the products you installed
  along with the OpenVMS operating system installation, nor will
  it reinstall or upgrade any of them.

o Reinstall the OpenVMS operating system.

  This action will cause ALL operating system  files to be replaced.
  You can also change your choices about which options you included
  for the OpenVMS operating system.

  This will NOT change any options for the products you installed
  along with the OpenVMS operating system installation, nor will
  it reinstall or upgrade any of them.

  Reinstall will take longer than Reconfigure.  Reinstall may be
  appropriate if you suspect that files in the operating system,
  or in the windowing and network products have become corrupted.


If you want to reinstall or upgrade any of the products you installed 
along with the OpenVMS operating system installation, choose "Install
or upgrade layered products" (option 3) from the main menu.

If you want to change your choices about which options you included
for any of the products you installed along with the OpenVMS operating
system installation, choose "Reconfigure installed products" (option 5) 
from the main menu.

Next the menu is redisplayed:

   Please choose one of the following:

      1)  Reconfigure the OpenVMS platform.
      2)  Reconfigure the OpenVMS operating system.
      3)  Reinstall the OpenVMS operating system.
      4)  Return to the Main Menu (abort the upgrade/installation).


Enter choice or ? for help: (1/2/3/4/?)

For additional configuration information, see Section .

Checking for Recovery Data

When you specify the /SAVE_RECOVERY_DATA qualifier with the PRODUCT INSTALL command, the PCSI utility saves information that can be used for removing patches and mandatory update kits at a later time. The PRODUCT UNDO PATCH command removes the patches and kits. (The /SAVE_RECOVERY_DATA qualifier and PRODUCT UNDO PATCH command were first added to OpenVMS Alpha in Version 7.3-2; they were backported to OpenVMS Alpha Version 7.2-2, 7.3, and 7.3-1.)

The upgrade procedure, after entering the PRODUCT INSTALL command, checks the target disk for recovery data that was saved by the PCSI utility during patch installations. If no recovery data is present, the upgrade continues. If recovery data is present and all the data found applies only to the OpenVMS operating system, the upgrade procedure deletes the data and continues. The data is deleted because it becomes invalid after the upgrade and the disk space freed up might be needed during the upgrade. (The procedure does not display the deletion of the files because earlier patches to OpenVMS are always removed as part of the upgrade.) If any of the recovery data applies to products other than the OpenVMS operating system, then the upgrade procedure displays a message similar to the following:

     The target system has recovery data from PRODUCT operations which
     used the /SAVE_RECOVERY_DATA qualifier.  This data must be deleted
     to continue the OpenVMS upgrade.

     Please examine the following display.

     If you wish to delete this data and continue the OpenVMS upgrade,
     answer YES to the question "Do you want to continue?"

     If you do not wish to delete this data, answer NO.  A NO answer
     will preserve the recovery data and abort the OpenVMS upgrade.

 The following patch recovery data has been selected:

 RECOVERY DATA SET 001 created 25-JUL-2009 15:23:39.69
   -------------------------------------- ---------------------------------
   PATCH                                  APPLIED TO
   -------------------------------------- ---------------------------------

   JAK VMS RM1 V1.0                       JAK VMS RMTEST V1.0
   -------------------------------------- ---------------------------------
 
* If you continue, recovery data for the patches listed above will be deleted.
* The deletion of recovery data does not affect the installation status of
* patches applied to products that are not participating in this operation.
* However, continuing with this operation prevents you from uninstalling
* these patches at a future time by use of the PRODUCT UNDO PATCH command.
 
 Do you want to continue? [YES]

If you answer YES (the default), the recovery data sets are deleted and the OpenVMS upgrade continues.

    
Deleting RECOVERY DATA SET 001 ...

If you answer NO, the recovery data sets are not deleted and the OpenVMS upgrade aborts.

Do you want to continue? [YES] NO
%PCSIUI-I-USERABORT, operation terminated by user request

     You chose to retain recovery data on the target system disk.
     The OpenVMS upgrade cannot continue.

     Please correct the situation that prevents you from deleting the
     recovery data and then retry the upgrade.

Specifying the Volume Label

After you specify the target disk and, if applicable, check for recovery data, the procedure informs you of the volume label currently assigned to the target disk you specified and asks whether you want to keep that label. As shown in the following example, if you choose not to keep the label, you are prompted for a new label. The OpenVMS operating system uses the volume label to identify and reference the disk. Make sure the label you use is unique; problems occur if the same label is used by different disk volumes.

   DKB400: is now labeled I64SYS.
Do you want to keep this label? (Yes/No) [Yes] NO

Enter volume label for target system disk: [I64SYS]  I64084

You can accept the default label assigned by the system or specify a different volume label. (The label name has a limit of 12 characters that can include A to Z, 0 to 9, the dollar sign ($), hyphen (-), and underscore(_) characters).


NOTE: OpenVMS requires that the volume labels for all disks on your system or OpenVMS Cluster have unique labels. If a disk that has the same label as the system disk is mounted, various OpenVMS components will not function as intended or a node might crash during boot.

If you change the volume label for a disk in an OpenVMS Cluster, be sure to change the command that mounts the disk on other nodes in the cluster; otherwise, the disk will not mount on those nodes once they are rebooted.


Specifying the On-Disk Structure Level

If the target disk is currently initialized with On-Disk Structure Level 2 (ODS-2), the procedure informs you and gives you the option to convert the disk to On-Disk Structure Level 5 (ODS-5), as in the following example. The information pertaining to WBEM Services for OpenVMS appears only if you are upgrading an OpenVMS Integrity servers system. If the target disk is currently initialized with ODS-5, the upgrade continues without displaying information about the disk structure. You are not asked whether to convert the system disk's structure or whether to enable hard links.


NOTE: If your disk is initialized with ODS-5 with hard links not enabled. You can enable them after the upgrade by executing the following commands:

$ SET VOLUME/VOLUME_CHARACTERISTICS=HARDLINKS SYS$SYSDEVICE
$ ANALYZE DISK_STRUCTURE/REPAIR SYS$SYSDEVICE

   The target system disk is currently at On-Disk Structure Level 2
   (ODS-2).  It can be converted to On-Disk Structure Level 5 (ODS-5).

   OpenVMS I64 systems include WBEM Services for OpenVMS; the WBEM data
   repository requires an ODS-5 disk.  If you choose to convert the
   target system disk to ODS-5, the repository can be on the system 
   disk; otherwise you will need to provide an additional ODS-5 disk. 
   (? for more information.)

Do you want to convert the target system disk to ODS-5? (Yes/No/?) 

If you answer YES, the disk will be converted to ODS-5. The procedure informs you that you can use the BACKUP/CONVERT command to convert ODS-5 disks back to ODS-2 format; for more information, see the HP OpenVMS System Management Utilities Reference Manual: A-L.


NOTE: HP recommends that your system disk be structured in ODS-5 format unless you use software that requires ODS-2. A brief comparison of ODS-2 and ODS-5, including advantages and disadvantages, follows this note.

Note also that although WBEM Services for OpenVMS can be installed on an ODS-2 disk, the WBEM Services for OpenVMS data repository requires an ODS-5 disk. A system disk in ODS-5 format can store everything; if you choose to have your disk in ODS-2 format, the procedure asks you to provide an ODS-5 disk for the data repository.


A brief summary of ODS-2 and ODS-5 file systems follows; for more information, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.

  • ODS-2

    ODS-2 allows for compatibility with OpenVMS VAX and Alpha systems that use ODS-2 disks (as well as OpenVMS Integrity servers systems using ODS-2 disks). Choose ODS-2 if you do not need the new features of ODS-5 disks, including the support of applications ported from other operating systems (such as UNIX, Linux, and MS Windows) available with ODS-5 disks.

  • ODS-5

    • ODS-5 supports file names that are longer and have a wider range of legal characters. This feature permits use of file names similar to those in a Windows or UNIX environment.

    • ODS-5 supports hard links to files, access dates, and files whose names differ only by case.

    • ODS-5 volumes cannot be mounted on any version of OpenVMS prior to Version 7.2.

    • Systems running OpenVMS VAX Version 7.2 and higher can mount ODS-5 volumes but cannot create or access files that have extended names. (On OpenVMS VAX systems, lowercase file name characters are seen in uppercase.)

If you choose not to change to ODS-5, the upgrade continues and the target disk is mounted. For example:

Do you want to convert the target system disk to ODS-5? (Yes/No/?)  NO

...OpenVMS I64 will be upgraded on DKB400:.

If you choose to change to ODS-5, you are given the option to enable hard links. (For more information about hard links, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.) The upgrade then continues.

Do you want to convert the target system disk to ODS-5? (Yes/No/?) YES

  DKB400: has been converted to ODS-5.

  You can use the BACKUP/CONVERT command to convert ODS-5 disks back
  to ODS-2 format. For more information, refer to the OpenVMS System
  Management Utilities Reference Manual.

  Hard links can be enabled on ODS-5 disks. WBEM Services for OpenVMS
  does not require hard links. (? for more information)
  (***Enabling hard links can take from 5-10 minutes to an hour or more.***)

Do you want to enable hard links? (Yes/No/?)  YES

If you choose to enable hard links, the procedure automatically executes an ANALYZE/DISK_STRUCTURE/REPAIR operation to correctly set the reference (link) counts. ANALYZE/DISK/REPAIR counts the number of directory entries that reference each file, and sets the link count if it is incorrect. This operation can take from 5 to 10 minutes to an hour or more, depending on the complexity of the system disk configuration, the number of layered products installed, and the number of user files. During the process, messages similar to the following are displayed:

  Hard links have been enabled on DKB400:.
    
  The newly enabled hard links are not correct and need to be updated.
  The Analyze/Disk_Structure utility will now be run to do this.

  This can take from 5 - 10 minutes to an hour or more.  It is a normal
  requirement when hard links are enabled on an existing disk.

%ANALDISK-I-COUNT, 1000 hard link updates completed 
%ANALDISK-I-COUNT, 2000 hard link updates completed 
%ANALDISK-I-COUNT, 3000 hard link updates completed 
%ANALDISK-I-COUNT, 4000 hard link updates completed 
%ANALDISK-I-COUNT, 5000 hard link updates completed 
%ANALDISK-I-COUNT, 6000 hard link updates completed

  OpenVMS I64 will be upgraded on DKB400:.

Selecting Whether to Allow the Procedure to Create and Validate Boot Options (Integrity servers only)

On OpenVMS Integrity servers upgrades, the procedure next asks whether you want to create or validate boot options.

   Boot options in the EFI Boot Manager boot option menu can provide a
   convenient way to boot your system.   The installation procedure can
   automatically create a new boot option (if none exists) or validate
   existing boot options.

Do you want to create or validate boot options? (Yes/No) [Yes] YES

If your system disk will normally be booted on this system and this device, and if you want the upgrade procedure to assist you in setting up or validating boot options on the EFI console in the EFI Boot Manager menu, answer YES. The procedure creates and validates a new boot option if one does not exist, or it validates existing boot options, just before the upgrade completes. (See Section .)

If you answer YES and no boot option exists, the procedure allows you to set OpenVMS boot flags (VMS_FLAGS), as shown in the following example. Enter the OpenVMS flags (for example, 0,1), or press Enter to set no flags (the default). If a boot option exists, you can change boot flags after the upgrade completes (for information about changing boot flags, see Section ).

   You can set VMS_FLAGS or accept the default, 0,0.

Enter the value for VMS_FLAGS: (n,n) [0,0]

If you do not want the procedure to assist you in setting up or validating boot options on the EFI console, answer NO.

HP recommends that you allow the procedure to assist you in setting up and validating boot options.


NOTE: If your newly upgraded system disk is a Fibre Channel device, HP recommends that you add it as a boot option in the EFI boot menu. If you do not allow the upgrade procedure to add the device to the boot menu, you can add it by using the OpenVMS Integrity servers Boot Manager utility (SYS$MANAGER:BOOT_OPTIONS.COM) after the upgrade completes. (To add Fibre Channel devices to the EFI boot menu, you must use this utility instead of EFI.)

HP recommends using the OpenVMS Integrity servers Boot Manager utility to add shadowed system disks in a multiple-member shadow set to the EFI boot device list and dump device list. Be sure to add all members to both lists.

For information about the OpenVMS Integrity servers Boot Manager utility, see Section . For more information about configuring and booting Fibre Channel devices, see Appendix 5.


Warning About Removal of the DECRAM Command

When upgrading from versions of OpenVMS prior to 8.3, the procedure displays a message similar to the following that warns you that the DCL command DECRAM is being removed to prevent conflict with the DECRYPT command:

Beginning with OpenVMS V8.3, the DCL commands ENCRYPT and DECRYPT
are provided as part of OpenVMS.

Because "DECRYPT" conflicts with the existing command "DECRAM",
this upgrade will remove the DECRAM command.

If you use the command DECRAM interactively or in command
procedures, please see the release notes for more information.

The DECRYPT command (introduced with OpenVMS Version 8.3) overwrites the default definition of DECR, which you might have been using to run DECram. You should update any command procedures that use the DECRAM command so that they use the foreign command style of DCL to run DECram:

$ DECRAM == "$MDMANAGER"

This change affects only the use of the DCL command; all other aspects of the DECram product remain the same.

Setting OpenVMS Cluster Membership Information

The procedure now asks whether your system will be part of an OpenVMS Cluster. For example:

Will this system be a member of an OpenVMS Cluster? (Yes/No)

If you answer YES to this question, the procedure will ask whether your system will use IP for Cluster Communications.

Will this system use IP for Cluster Communications ?  (Yes/No)

If the system being upgraded is member of an existing cluster, answering YES to this question causes the SYS$MANAGER:CLUSTER_CONFIG.COM procedure to run automatically when your upgraded system is first booted. However, correct cluster membership information is required by the upgrade procedure. Note that you can run this procedure manually to configure or reconfigure your system as a member of an OpenVMS Cluster. For more information about configuring a member of an OpenVMS Cluster, see the Guidelines for OpenVMS Cluster Configurations manual.

Setting OpenVMS Galaxy Information (Alpha Only)

The procedure next asks whether your system is an instance in an OpenVMS Galaxy. The display is similar to the following:

Will this system be an instance in an OpenVMS Galaxy? (Yes/No)

If you answer YES to this question, and you also answered YES to the OpenVMS Cluster question, then information about required remedial kits is displayed. Your answer to this question determines how the system parameter GALAXY is set.

Updating Time Zone Information

For local time zone support to work correctly, the time zone that accurately describes the location you want to be considered as your default time zone must be set. In addition, your system must be configured correctly to use a valid OpenVMS time differential factor (TDF).

If the installation procedure determines that time zone information is incomplete, it prompts you to set the correct default time zone and TDF for your system. For information about setting the time zone information, see Section .

For more information about TDF and local time zone support, see the HP OpenVMS System Manager's Manual, Volume 1: Essentials.

Upgrading Windowing, Networking, and Related Products

The procedure now presents information about the optional DECwindows GUI (DECwindows Motif for OpenVMS), and networking (DECnet and TCP/IP) products that will be upgraded along with the OpenVMS operating system. As noted by the procedure, you can change the default values for these products later in the installation procedure.


NOTE: The following display shows what you might see during an OpenVMS Integrity servers installation. Some of the products listed are supported on OpenVMS Integrity server systems only.


    The following products are part of the OpenVMS installation;
    if necessary they will be installed or upgraded along with the OpenVMS operating system:

      o Availability Manager (base) for OpenVMS I64
      o CDSA for OpenVMS I64 
      o KERBEROS for OpenVMS I64
      o SSL for OpenVMS I64
      o Performance Data Collector (base) for OpenVMS I64
      o HP Binary Checker for OpenVMS I64
      o WBEM Services for OpenVMS (WBEMCIM)
      o WBEM Providers for OpenVMS (WBEMPROVIDERS)

    If necessary, the following optional products will also be upgraded
    along with the OpenVMS operating system:

      o DECwindows Motif for OpenVMS I64
      o DECnet-Plus for OpenVMS I64
      o DECnet Phase IV for OpenVMS I64
      o HP TCP/IP Services for OpenVMS

    If you want to add or delete optional products, you can do so later
    in the upgrade by answering NO to the following question:

        "Do you want the defaults for all product options?"    

    Availability Manager (base) for OpenVMS I64
    is already installed on your system. An upgrade is not required.

    CDSA for OpenVMS I64 ...
    is installed on your system. It will be upgraded.

    KERBEROS for OpenVMS I64...
    is installed on your system. It will be upgraded.

    SSL for OpenVMS I64...
    is installed on your system. An upgrade is not required.

    Performance Data Collector (base) for OpenVMS I64...
    is installed on your system. It will be upgraded.

    HP Binary Checker for OpenVMS I64

    DECwindows Motif for OpenVMS I64 V1.7
    is installed on your system. An upgrade is not required.

    Beginning with OpenVMS V7.1, the DECnet-Plus kit is provided with
    the OpenVMS operating system kit.  HP strongly recommends that
    DECnet users install DECnet-Plus.  DECnet Phase IV applications are
    supported by DECnet-Plus.

    DECnet Phase IV is also provided as an option.

    If you install DECnet-Plus and TCP/IP you can run DECnet
    applications over a TCP/IP network.  Please see OpenVMS
    Management Guide for information on running DECnet over TCP/IP.

    Do you want to install DECnet-Plus for OpenVMS I64 V8.4? (Yes/No) [Yes]

    HP TCP/IP Services for OpenVMS
    is already installed on your system. An upgrade is not required.

    WBEM Services for OpenVMS (WBEMCIM)
    is installed on your system. It will be upgraded.

    WBEM Providers for OpenVMS (WBEMPROVIDERS) 
    is installed on your system. It will be upgraded.

NOTE: Beginning with OpenVMS Version 8.3, DECwindows client files are made available through the DWMOTIF_SUPPORT kit. (Prior to Version 8.3, the client files were included directly with the OpenVMS operating system kit.) The OpenVMS installation procedure installs this kit automatically. The DWMOTIF_SUPPORT kit name is listed during the installation.


Required versions of some of the windowing and networking products might already be installed on the system. If so, you will see a message to this effect, as seen for most of the products in the previous example. For some of the windowing and networking products, earlier versions might be installed that still work on OpenVMS Version 8.4. In this case, you will see a message indicating the software is already installed and asking whether you want to install the newer version. You can keep the currently installed version or upgrade to the newer version supplied with OpenVMS Version 8.4. If you choose to keep the currently installed version, you should verify what level of support for this version is available from HP.

Some windowing and networking products might have versions installed that do not work on OpenVMS Version 8.4. In this case, you are not given a choice to upgrade—the software is upgraded automatically. (On OpenVMS Alpha upgrades, if older versions of SSL for OpenVMS are found, the procedure removes them.)


NOTE: For support of Instant Capacity (iCAP) (supported on cell-based Integrity servers), and for support of such products as gWLM and HP SIM, install TCP/IP Services for OpenVMS. When you provision OpenVMS on Integrity servers, TCP/IP Services for OpenVMS is installed automatically.