Upgrading to Solaris 8

The following is a step-by-step method for upgrading a system running a previous version of Solaris (e.g. 2.5.1, 2.6, 7) to Solaris 8 using the CD-based "Upgrade" method. The "Upgrade" method preserves as many settings as possible from your existing Solaris installation.

Before proceeding, ensure that you have a full backup of the system, and that you have a complete set of Solaris 8 CD media.

Prerequisite: Backup sd.conf and st.conf

The Solaris 8 upgrade will overwrite the configuration files for the Sun SCSI disk (sd) and SCSI tape (st) drivers. If your system uses SCSI disks with non-zero LUNs (common with RAIDs or external storage arrays) or "wide" SCSI tape devices (i.e. SCSI IDs 8-15), these devices will not be recognized by the operating system after system reboot.

# cp /kernel/drv/sd.conf /kernel/drv/sd.conf.pre_upgrade
# cp /kernel/drv/st.conf /kernel/drv/st.conf.pre_upgrade

Prerequisite: Remove DiskSuite metadevices

If your boot disk is mirrored using a volume manager such as Solstice DiskSuite or Veritas Volume Manager, you must remove the logical devices (also known as "metadevices") before upgrading. Solstice DiskSuite users may wish to read "Upgrading to Other Solaris Versions" for further information.

In this example, boot disk c0t0d0 is mirrored with c0t8d0 using Solstice DiskSuite. The mirror metadevices must be removed before upgrading the system.

1. Backup /etc/vfstab and /etc/system.

# cp /etc/vfstab /etc/vfstab_pre_upgrade
# cp /etc/system /etc/system_pre_upgrade

2. Run metaroot with the path to your boot disk's root slice to make necessary /etc/vfstab and /etc/system modifications. These modifications allow you to boot from the boot disk instead of the mirror metadevice.

# /usr/opt/SUNWmd/sbin/metaroot /dev/dsk/c0t0d0s0

3. Modify mount points in /etc/vfstab to point to boot disk logical partitions (e.g. /dev/dsk/c0t0d0s0) instead of DiskSuite metadevices (e.g. /dev/md/dsk/d0).

4. Remove the DiskSuite startup symbolic links to prevent DiskSuite from starting after system boot.

# rm
/etc/rcS.d/S35SUNWmd.init /etc/rc2.d/S95SUNWmd.sync

5. Reboot the system.

6. Remove the submirror and mirror metadevices for the bootdisk (c0t0d0) and mirror (c0t8d0). In this example, d30 is the mirror metadevice for root (/), d31 is the mirror metadevice for swap, d34 is the mirror metadevice for /var, and d35 is the mirror metadevice for /usr.

for MIRROR in d30 d31 d34 d35
do
   /usr/opt/SUNWmd/sbin/metaclear -r $MIRROR
done

Upgrade to Solaris 8

When the preqrequisites have been completed, you are ready to upgrade the system.

Insert the Solaris 8 Software CD 1, and reboot the system from the CD-ROM device.

In multi-user mode:
# reboot -- cdrom

At the Open Boot PROM ("ok" prompt):
boot cdrom

After the reboot, answer the questions during the upgrade procedure with the appropriate information. These questions are generally self-explanatory. In this example, answers to the questions are in bold, and any comments are preceded with Note:.

Select a Language

   0. English
   1. French
   2. German
   3. Italian
   4. Japanese
   5. Korean
   6. Simplified Chinese
   7. Spanish
   8. Swedish
   9. Traditional Chinese

Please make a choice (0 - 9), or press h or ? for help: 0


Select a Locale

   0. English (C - 7-bit ASCII)
   1. Albania (ISO8859-2)
   2. Australia (ISO8859-1)
   3. Belgium-Flemish (ISO8859-1)
   4. Belgium-Flemish (ISO8859-15 - Euro)
   5. Bosnia (ISO8859-2)
   6. Brazil (ISO8859-1)
   7. Bulgaria (ISO8859-5)
   8. Canada-English (ISO8859-1)
   9. Catalan,Spain (ISO8859-1)
  10. Catalan,Spain (ISO8859-15 - Euro)
  11. Croatia (ISO8859-2)
  12. Czech Republic (ISO8859-2)
  13. Denmark (ISO8859-1)
  14. Denmark (ISO8859-15 - Euro)
  15. Egypt (ISO8859-8)
  16. Estonia (ISO8859-15)
  17. Finland (ISO8859-1)
  18. Finland (ISO8859-15 - Euro)

Press Return to show more choices.
Please make a choice (0 - 51), or press h or ? for help:
0


What type of terminal are you using?
 1) ANSI Standard CRT
 2) DEC VT52
 3) DEC VT100
 4) Heathkit 19
 5) Lear Siegler ADM31
 6) PC Console
 7) Sun Command Tool
 8) Sun Workstation
 9) Televideo 910
 10) Televideo 925
 11) Wyse Model 50
 12) X Terminal Emulator (xterms)
 13) Other
Type the number of your choice and press Return: 3



─ The Solaris Installation Program ─────────────────────────────────────────────

  The Solaris installation program is divided into a series of short sections
  where you'll be prompted to provide information for the installation. At
  the end of each section, you'll be able to change the selections you've
  made before continuing.

  About navigation...
        - The mouse cannot be used
        - If your keyboard does not have function keys, or they do not
          respond, press ESC; the legend at the bottom of the screen
          will change to show the ESC keys to use for navigation.


F2


─ Identify This System ─────────────────────────────────────────────────────────

  On the next screens, you must identify this system as networked or
  non-networked, and set the default time zone and date/time.

  If this system is networked, the software will try to find the information
  it needs to identify your system; you will be prompted to supply any
  information it cannot find.

  > To begin identifying this system, press F2.


F2


─ Network Connectivity ─────────────────────────────────────────────────────────

  Specify Yes if the system is connected to the network by one of the Solaris
  or vendor network/communication Ethernet cards that are supported on the
  Solaris CD. See your hardware documentation for the current list of
  supported cards.
  Specify No if the system is connected to a network/communication card that
  is not supported on the Solaris CD, and follow the instructions listed under
  Help.


      Networked
      ─────────
      [X] Yes
      [ ] No


F2


─ DHCP ─────────────────────────────────────────────────────────────────────────

  On this screen you must specify whether or not this system should use DHCP
  for network interface configuration.  Choose Yes if DHCP is to be used, or
  No if the interfaces are to be configured manually.

  WARNING: Because this machine booted from the network, DHCP support will not
  be enabled, if selected, until after the system reboots.

      Use DHCP
      ────────
      [ ] Yes
      [X] No


F2


─ Host Name ────────────────────────────────────────────────────────────────────

  On this screen you must enter your host name, which identifies this system
  on the network.  The name must be unique within your domain; creating a
  duplicate host name will cause problems on the network after you install
  Solaris.

  A host name must be at least two characters; it can contain letters, digits,
  and minus signs (-).


    Host name: hostname                             


F2


─ IP Address ───────────────────────────────────────────────────────────────────

  On this screen you must enter the Internet Protocol (IP) address for this
  system.  It must be unique and follow your site's address conventions, or a
  system/network failure could result.

  IP addresses contain four sets of numbers separated by periods (for example
  129.200.9.1).


    IP address: 192.168.1.100


F2             


─ Subnets ──────────────────────────────────────────────────────────────────────

  On this screen you must specify whether this system is part of a subnet.  If
  you specify incorrectly, the system will have problems communicating on the
  network after you reboot.

  > To make a selection, use the arrow keys to highlight the option and
    press Return to mark it [X].


      System part of a subnet
      ───────────────────────
      [X] Yes
      [ ] No


F2


─ Netmask ──────────────────────────────────────────────────────────────────────

  On this screen you must specify the netmask of your subnet.  A default
  netmask is shown; do not accept the default unless you are sure it is
  correct for your subnet.  A netmask must contain four sets of numbers
  separated by periods (for example 255.255.255.0).


    Netmask: 255.255.255.0             

F2


─ IPv6 ─────────────────────────────────────────────────────────────────────────

  On this screen you should specify whether or not IPv6, the next generation
  Internet Protocol, will be enabled on this machine.  Enabling IPv6 will have
  no effect if this machine is not on a network that provides IPv6 service.
  IPv4 service will not be affected if IPv6 is enabled.

  > To make a selection, use the arrow keys to highlight the option and
    press Return to mark it [X].


      Enable IPv6
      ───────────
      [ ] Yes
      [X] No


F2


─ Confirm Information ──────────────────────────────────────────────────────────

  > Confirm the following information.  If it is correct, press F2;
    to change any information, press F4.


                  Networked: Yes
                   Use DHCP: No
                  Host name: hostname
                 IP address: 192.168.1.100
    System part of a subnet: Yes
                    Netmask: 255.255.255.0
                Enable IPv6: No


F2


─ Configure Security Policy: ───────────────────────────────────────────────────


  Specify Yes if the system will use the Kerberos security mechanism.

  Specify No if this system will use standard UNIX security.

      Configure Kerberos Security
      ───────────────────────────
      [ ] Yes
      [X] No

F2


─ Confirm Information ──────────────────────────────────────────────────────────

  > Confirm the following information.  If it is correct, press F2;
    to change any information, press F4.


    Configure Kerberos Security: No


F2


─ Name Service ─────────────────────────────────────────────────────────────────

  On this screen you must provide name service information.  Select the name
  service that will be used by this system, or None if your system will either
  not use a name service at all, or if it will use a name service not listed
  here.

  > To make a selection, use the arrow keys to highlight the option
    and press Return to mark it [X].


      Name service
      ────────────
      [ ] NIS+
      [ ] NIS
      [ ] DNS
      [ ] LDAP
      [X] None


Note: It is safe to answer "None" above; your existing NIS or DNS configuration will be preserved during the upgrade.

F2


─ Confirm Information ──────────────────────────────────────────────────────────

  > Confirm the following information.  If it is correct, press F2;
    to change any information, press F4.


          Name service: None

F2


─ Time Zone ────────────────────────────────────────────────────────────────────

  On this screen you must specify your default time zone.  You can specify a
  time zone in three ways:  select one of the geographic regions from the
  list, select other - offset from GMT, or other - specify time zone file.

  > To make a selection, use the arrow keys to highlight the option and
    press Return to mark it [X].


      Regions
      ──────────────────────────────────
  ^   [ ] Asia, Western
  │   [ ] Australia / New Zealand
  │   [ ] Canada
  │   [ ] Europe
  │   [ ] Mexico
  │   [ ] South America
  │   [X] United States
  │   [ ] other - offset from GMT
  -   [ ] other - specify time zone file

F2


─ Time Zone ────────────────────────────────────────────────────────────────────

  > To make a selection, use the arrow keys to highlight the option and
    press Return to mark it [X].


      Time zones
      ────────────────
      [ ] Eastern
      [X] Central
      [ ] Mountain
      [ ] Pacific
      [ ] East-Indiana
      [ ] Arizona
      [ ] Michigan
      [ ] Samoa
      [ ] Alaska
      [ ] Aleutian
      [ ] Hawaii

F2


─ Date and Time ────────────────────────────────────────────────────────────────

  > Accept the default date and time or enter
    new values.

  Date and time: 2005-10-27 09:39

    Year   (4 digits) : 2005
    Month  (1-12)     : 10
    Day    (1-31)     : 27
    Hour   (0-23)     : 09
    Minute (0-59)     : 39


F2


─ Confirm Information ──────────────────────────────────────────────────────────

  > Confirm the following information.  If it is correct, press F2;
    to change any information, press F4.


        Time zone: US/Central
    Date and time: 2005-10-27 09:39:00

F2

Choose the "Upgrade" method

It is important to choose the "Upgrade" method at the following prompt, as choosing the "Initial" method will overwrite your existing Solaris installation.

─ Solaris Interactive Installation ─────────────────────────────────────────────

  This system is upgradable, so there are two ways to install the Solaris
  software.

  The Upgrade option updates the Solaris software to the new release, saving
  as many modifications to the previous version of Solaris software as
  possible.  Back up the system before using the Upgrade option.

  The Initial option overwrites the system disks with the new version of
  Solaris software.  This option allows you to preserve any existing file
  systems.  Back up any modifications made to the previous version of Solaris
  software before starting the Initial option.

  After you select an option and complete the tasks that follow, a summary of
  your actions will be displayed.  If you want to install the system with a
  Flash archive, select Initial.


F2


─ Select Version to Upgrade ────────────────────────────────────────────────────

  More than one version of Solaris has been found on the system. Select the
  version of Solaris to upgrade from.


            Solaris Version           Slice
            ──────────────────────────────────
            [X]  Solaris 2.7          c0t0d0s0
            [ ]  Solaris 2.7          c0t8d0s0

Note: If the Solaris installer detects multiple Solaris versions installed on different system disks, it will ask you which version to upgrade. In this example, boot disk c0t0d0 is mirrored with c0t8d0. I will choose to upgrade the boot disk.

F2


─ Select Geographic Regions ────────────────────────────────────────────────────

  Select the geographic regions for which support should be installed.

  > [ ] Eastern Europe
  > [ ] Middle East
  > [ ] Northern Africa
  > [ ] Central America
  > [ ] South America
  > [ ] Australasia
  > [ ] Northern Europe
  > [ ] Western Europe
  > [ ] Central Europe
  V [/] North America
    [ ]     Canada-English (ISO8859-1)
    [ ]     Canada-French (ISO8859-1)
    [ ]     French
    [X]     U.S.A. (en_US.ISO8859-1)
  > [ ] Asia
  > [ ] Southern Europe


F2


─ Customize Software? ──────────────────────────────────────────────────────────

  Do you want to customize (add or delete) software for the upgrade? By
  default, the existing software on the system will be upgraded. If the Select
  64-bit choice is unselectable then 64-bit is currently installed and cannot
  be removed without customizing.




                    [X]  Select To Include Solaris 64-bit Support


F2


─ Profile ──────────────────────────────────────────────────────────────────────

  The information below is your profile which shows how Solaris software will
  be installed. It is a summary of the choices you've made on previous
  screens.

  ============================================================================

 -              Installation Option: Upgrade
 │                      Boot Device: c0t0d0
 │                   Upgrade Target: Solaris 2.7 c0t0d0s0
 │
 │                          Locales: U.S.A. (en_US.ISO8859-1)
 │
 │                         Software: Solaris 8, Entire Distribution plus OEM sup


F2

After your system is upgraded using the packages on Solaris 8 Software CD 1, you will see the following:

Installation log location
        - /a/var/sadm/system/logs/upgrade_log (before reboot)
        - /var/sadm/system/logs/upgrade_log (after reboot)

Please examine the file:
        - /a/var/sadm/system/data/upgrade_cleanup

It contains a list of actions that may need to be performed to complete
the upgrade. After this system is rebooted, this file can be found at:
        - /var/sadm/system/data/upgrade_cleanup

Upgrade complete
Executing SolStart postinstall phase...
Executing finish script "patch_finish"...


Finish script patch_finish execution completed.
Executing JumpStart postinstall phase...

The begin script log 'begin.log'
is located in /var/sadm/system/logs after reboot.

The finish script log 'finish.log'
is located in /var/sadm/system/logs after reboot.

You are not necessarily finished upgrading the system; you may be required to insert additional Solaris 8 CDs to upgrade additional packages.

At this point, reboot the system.
# reboot

Steps after system reboot

After the system reboot, you will be asked to configure Kerberos security.

─ Configure Security Policy: ───────────────────────────────────────────────────

  Specify Yes if the system will use the Kerberos security mechanism.

  Specify No if this system will use standard UNIX security.

      Configure Kerberos Security
      ───────────────────────────
      [ ] Yes
      [X] No

F2

─ Confirm Information ──────────────────────────────────────────────────────────

  > Confirm the following information.  If it is correct, press F2;
    to change any information, press F4.


    Configure Kerberos Security: No

F2

Depending on the type of Solaris software installated--Core System Support, End User System Support, Developer System Support, Entire Distribution, Entire Distrubition plus OEM support--you may be asked to install software from additional Solaris 8 CDs.

Starting Web Start Launcher in Command Line Mode.

Please specify the media from which you will install Solaris 8 Software 2 of 2
(2/02 SPARC Platform Edition).

Alternatively, choose the selection for "Skip" to skip this disc and go on to
the next one.

Media:

1. CD/DVD
2. Network File System
3. Skip

   Media [1]: 
1

After installing software from these additional CDs, you will again be asked to reboot the system.

   <Press Return to reboot the system>

Post upgrade instructions

After this reboot, the upgrade to Solaris 8 is complete.

It is essential to patch the system with the latest Solaris 8 Recommended Patch Cluster available at ftp://patches.sun.com/patchroot/clusters/8_Recommended.zip.

After the install_cluster script completes during system patching, restore the Sun SCSI disk and SCSI tape driver configuration files, and reboot the system.

# mv /kernel/drv/sd.conf.pre_upgrade /kernel/drv/sd.conf

# mv /kernel/drv/st.conf.pre_upgrade /kernel/drv/st.conf
# reboot

If applicable, reinstall Solstice DiskSuite and remirror the boot disk. The Solstice DiskSuite packages are located in Solaris_8/EA/products/DiskSuite_4.2.1 on Solaris 8 Software CD 2.

Additional instructions on mirroring disks with DiskSuite:
Mirroring disks with DiskSuite
Admin's Guide to Solstice Disk Suite

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Last modified: 10/27/2005